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HomeMy WebLinkAbout2017-0516 Council Agenda PACKET CITY OF SHLI~,ND [fl1portant: Any citizen may orally address the Council onnon-agenda items during the Public Forum. Any citizen may submit written comments to the Council on any item on the Agenda, unless it is the subject of a public hearing and the record is closed. Time permitting, the Presiding Officer may allow oral testimony. If you wish to speak, please fill out the Speaker Request form located-near the entrance to the Council Chambers. The chair will recognize you and inform you as to the amount of time allotted to you, if any. The time granted will be dependent to some extent on the nature of the item under discussion, the number of people who wish to speak, and the length of the agenda. AGENDA FOR THE REGULAR MEETING ASHLAND CITY COUNCIL May 16, 2017 Council Chambers 1175 E. Main Street Note: Items on the Agenda not considered due to time constraints are automatically continued to the next regularly scheduled Council meeting [AMC 2.04.030.E.] 7:00 p.m. Regular Meeting I. CALL TO ORDER II. PLEDGE OF ALLEGIANCE III. ROLL CALL IV. MAYOR'S ANNOUNCEMENTS V. APPROVAL OF MINUTES 1. Special Meeting of April 19, 2017 2. Special Meeting of April 20, 2017 3. Joint Meeting of May 1, 2017 4. Executive Session of May 1, 2017 5. Business Meeting of May 2, 2017 6. Special Meeting of May 4, 2017 VI. SPECIAL PRESENTATIONS & AWARDS 1. Annual presentation by the Wildfire Commission 2. Proclamation regarding May 22 - 28, 2017 as Rotary Club Week 3. Proclamation regarding Ashland as a City of Peace in perpetuity 4. Ashland Police Department annual use of force report 5. Report on the jail bed rental program VII. PUBLIC FORUM Business from the audience not included on the agenda. (Totaltime allowed for Public Forum is 15 minutes. The Mayorwill settime limits to enable all people wishing to speakto complete their testimony.) j15minutes maximum) COUNC[L MEETINGS ARE BROADCAST LIVE ON CHANNEL 9, OR ON. CHARTER CABLE CHANTdEL 180. VISIT THE CITY OF ASHLAND'S VVEB SITE AT WWW.ASHLAND.OR.US VIII. CONSENT AGENDA 1. Approval of minutes of boards, commissions, and committees 2. Appointment of Daniel S. Palomino to the Airport Commission 3. Appointment of Bernard "Barney" Spera to the Airport Commission 4. Approval of a contract with Emergency Communications of Southern Oregon 5. Verde Village Trust Deed subordination IX. PUBLIC HEARINGS (Persons wishing to speak are to submit a "speaker request form" prior to the commencement of the public hearing. Public hearings shall conclude at 9:00 p.m. and be continued to a future date to be set by the Council, unless the Council, by atwo-thirds vote of those present, extends the hearing(s) until up to 10:30 p.m. at which time the Council shall set a date for continuance and shall proceed with the balance of the agenda.) None. X. UNFINISHED BUSINESS 1. 2017 Council Liaisons to Boards, Commissions, and Committees 2. Discussion of disbursement of Social Service Grants Funds XI. NEW AND MISCELLANEOUS BUSINESS 1. 7th Quarter Financial Report of the 2015-17 Biennium XII. ORDINANCES, RESOLUTIONS AND CONTRACTS 1. Approval of second reading by title only of an .ordinance titled, "An ordinance amending AMC Chapter 1.08 General Penalties, Section 1.08.005F(2) to reflect prior amendment to AMC 10.120.020 persistent violation" 2. Approval of second reading by title only of an ordinance titled, "An ordinance amending AMC 14.04.060 Water Connections outside the city limits" [with the correction of one word in Section 1.14.04.060B.3.i "direction" to "discretion"] XIII. OTHER BUSINESS FROM COUNCIL MEMBERSIREPORTS FROM COUNCIL LIAISONS XIV. ADJOURNMENT OF BUSINESS MEETING In compliance with the Americans with Disabilities Acf, if you need special assistance to participate in this meeting, please contact the Cify Administrator`s once at (541) 488-6002 (TTYphone number 1-800-735-2900). Notification 72 hours prior to the meeting will enable the City fo make reasonable arrangements fo ensure accessibility to the meeting (28 CFR 35.102-35.104 ADA Title 1). COUNCIL MEETINGS ARE BROADCAST LIVE ON CHANNEL 9, OR ON CHARTER CABLE CHANNEL 180. VISIT THE CITY OF ASHLAND'S WEB SITE AT WWW.ASHLAND.OR.US City Council Special Meeting April 19, 2017 Page 1 of 3 MINUTES FOR THE SPECIAL MEETING ASHLAND CITY COUNCIL April 19, 2017 Council Chambers 1175 E. Main Street CALL TO ORDER Mayor Strorr~berg called the meeting to order at 7:04 p.m. in the Civic Center Council Chambers. ROLL CALL Councilor S:~attery, Morris, Lemhouse, Seffinger, and Darrow we present. Councilor Rosenthal was absent. NEW AND MISCELLANEOUS BUSINESS 1. Discussion of policy priorities for the 2017-2019 Biennium Mayor Stromberg explained the meeting tonight and tomorrow was a new approach to the budget process for the biennial budget for 2017-19. The idea originated with Councilor Slattery and Marsh three years ago. Department Heads proposed some projects and the Mayor was proposing one to rebuild the Reserve Fund. At the April 3, 2017 Study Session, Council reviewed a list of projects drawn from the Council Goals meeting in fa112016. Some were not relative to the BN2017-19 budget. The Mayor identified projects Council may want to prioritize. A list of potential revenue sources was included in the packet. Selected projects would need a revenue source to cover costs. Council could add or remove items from the list. At the Apri120, 2017 meeting, they would identify their top three items, compile a list, work through the list in priority order, and identify revE;nue sources. Interim Administrative ServiceslFinance Director Bev Adams explained the City was in the formulation stage of the budget with changes occurring daily. It was preliminary balanced and presently awaiting Council project goals. On the expense side, Finance staff prepared all personnel projects beginning in November for the next biennium. The Public Employees Retirement System (PERS) and healthcare increases were a large item in the budget. PERS would cost $2,200,000 and healthcare would cost $948,000 over the next biennium. Salary adjustments were estimated at 2% for management. There were no new positions other than those identified with a corresponding revenue source. Materials and services were held to 0%. Some departments would show a negative increase while others will have an increase due to transferring duties and the costs associated with them. Staff prioritized capital outlay projects and identified revenue sources. Each department maintained Council approved core services. Add packages seeking funding were not allowed unless the department had a funding source. Finance asked departments to conserve and preserve in the current budget while maintaining service levels until June 30, 2017 to help the carryover going forward. For the revenue side, Ms. Adams was just short of aggressive in order to provide some sort of buffer, and preserve the carryover for the upcoming year. The projected tax rates went right up to the edge of going over. Revenues were on the high side of projections. She did not recommend raising them any further. Every contingency was budgeted at the policy limit. Ending Fund Balances (EFB) that could not meet the financial policy threshold included the General Fund, Capital Improvement Plan (CIP) Electric, Telecommunication, Insurance, and Parks. The General Fund was at 98% of the financial policy and the rest did not meet the City's policy level. The additional cost for PERS above the normal cost was $2,200,000. The healthcare cost increase was 10% or $948,000. The increase in PERS was not due to current staff. They were 45% of the increase. The remaining 65% was from people who had retired. Of the $2,200,000, $1,750,000 was the new costs the City was being assessed. Only $450,000 made up current staff. It was a Tier 1 and Tier 2 problem for PERS. Ms. i City Council Special Meeting April 19, 2017 Page 2 of 3 Adams confirmed the $2,200,000 cost to PERS and the 10% increase to healthcare was for the biennium and not annually. Staff identified discretionary funds on the BN2017-19 Possible Revenue Sources document. Council could cut something from the existing budget or draw down the contingency or EFB. However, staff did not advise drawing dotivn either. Interim City Administrator John Karns provided an overview of the following Department Add-Ins: 1. One Full Time Employee (FTE) in Wastewater Collection for the Public Works Department - fundingsource was built into the rates. 2. One FTE Forest Division Position for the Fire Department -funding source from grants. Interim Fire Chief Dave Shepherd explained it would change a temporary position into a permanent one as long as the salary came from grant funds. When grant funds ceased, they would eliminate the position. 3. One FTE Deputy Fire Marshall for the Fire Department -funded the first year by eliminating the Weed Abatement Coordinator, Temporary Clerk, and part time Inspectors. The EM would also provide funds. There would be a $64,000 shortfall possibly offset by increased inspections and plan check fees. They would expand Fire Marshall responsibilities to include emergency preparedness one day a week. The Deputy Fire Marshall would assume some of the Fire Marshall's duties. The position would also absorb weed abatement duties and part time inspector responsibilities. 4. One FTE Permit Concierge for the Community Development Department -funding source would be the General Fund. This would reinstate a Permit Ombudsman position that would work within the Community Development Department and liaise with the Public Works, Electric, and Fire Departments and any department involved in the permitting process. The City eliminated the position during the 2008 economic downturn. 5. Community Development Training for the Community Development Department -funding source would be the General Fund. There was a possibility of using existing staff but it would require a backfill resource. 6. One FTE Senior Project Manager for the Public Works Department -funded from enterprise funds and costs rolled into projects. Mayor Stromberg explained Council could consider items #4 and #5 and the remaining $64,000 on item #3. Public Works Director Mike Faught addressed item #6 and explained the Senior Project Manager would focus on large CIP projects. The CIP would fund the salary for this position. The position would report to the Engineering Services Manager. Mayor Stromberg addressed the Add-ins with Possible Implications for Budget Parameters for BN2017- 19document. Council would review Item #3 and bolded items #4, 7, 9,14,17,18, 22 and determine a revenue stream for each if they wanted it included in the next budget. During the next night's meeting, they would prioritize those items. Council decided to review revenue sources first. Mayor Stromberg reviewed BN2017-19 Possible Revenue Sources: 1. Scents/1000 Unassessed Property Tax to generate up to X220,240 in FY2017-18 and $227,900 for FY2018-19 for a total of $448,140. Council comment wanted it to remain and opposing comment did not want to use it as a revenue stream. 2. Appoint existing EElCity Recorder duties to generate $139,000 in FY2017-18 and $145,400 for FY2018-19 for a total of $294,000. City Council Special Meeting April 19, 2017 Page 3 of 3 Ms. Adams explained this was a result of the current wage and benefits for the City Recorder position. She reduced the amount by $35,000 if the City used an existing employee in that position. She then added back $20,000 after reviewing the full budget of the City Recorder's office for a total of $284,500. Council noted the City Charter dictated appointing and hiring a City Recorder within a specific timeframe. That individual would be paid what the current City Recorder was paid. Using an employee as a City Recorder was another discussion. Ms. Adams clarified if Council went this direction, existing employees would pick up various duties resulting in savings. 3. Increase Water Fund Franchise Fee from 6% to 8% to generate $155,000 for FY2017-18 and FY2018-19 for a total of $310,000. Mr. Karns explained it was 8% prior to the curtailment in 2009. This would restore it back to 8%. Council agreed to retain this potential revenue stream 4. Substitute Tourism $ for GF This was not: something to consider at this time. 5. Marijuana Tax Subventions to generate $55,000 for FY2017-18 and FY2018-19 for a total of $110,000. Ms. Adams explained the marijuana tax was known but not measurable at this point. Staff did not include it in the budget. They should see something by the end of August and possibly sooner by the end of June. Council could earmark the money. 6. Housing Trust Fund Balance had a one time amount of $166,000 earmarked for purposes allawed under the Housing Trust Fund Resolution. Council may want to consider spending the money within the confines of the resolution. Council removed revenue stream #2 and #4 and kept the rest for discussion. Council went on to review the Add-ins with Possible Implications for Budget Parameters for BN2017-19 document and chose the following for further discussion at the next night's meeting: 3. Police Staffing Increase. 4. CEAP implementation. 9. Housing Trust Fund. 14. Rebuild Reserve Fund. 17. Assistant City Administrator. 18. Citywide Urban Design Plan. 22. Emergency Shelter Contract. Mayor Stromberg would compile the list and the Ms. Adams would include financial provisions. Council will prioritize the list and determine funding for the highest priorities. Ms. Adams would provide percentages of fund balances. ADJOURNMENT Meeting adjourned at 8:41 p.m. Dana Smith, Assistant to the City Recorder John Stromberg, Mayor City Council Special Meeting Apri120, 2017 Page ] of 2 AGENDA FOR THE SPECIAL MEETING ASHLAND CITY COUNCIL April 20, 2017 Council Chambers 1175 E. Main Street CALL TO ORDER Mayor Stromberg called the meeting to order at 7:05 p.m. in the Civic Center Council Chambers. ROLL CALL Councilor Slattery, Morris, Lemhouse, Seffinger, and Darrow were present. Councilor Rosenthal was absent. NEW AND MISCELLANEOUS BUSINESS 1. Discussion of policy priorities for the 2017-2019 Biennium Interim Finance Director Bev Adams addressed the General Fund in a document submitted into the record. The General Fund had an $800,000 contingency and an Ending Fund Balance (EFB) of $1,692,204. The EFB was based on 3% of annual operating expenditures per the Financial Policy. The carryover met the policy requirement by 98.4%. Electric, Telecommunications, Insurance Services, and Parks were under the Financial Policy threshold. She went on to correct a statement made the night before regarding the Housing Trust Fund. Housing Trust Funds were budgeted. Interim Fire Chief Dave Shepherd clarified funds for the Deputy Fire Marshall was $35,000 and not $64,000. Council voted on the following items: 4 LEAP Implementation: Three votes from Councilor Slattery, Seffinger, and Darrow 7 Parking: no votes 9 Housing Trust Fund: Three votes from Councilor Lemhouse, Slattery, and Darrow Councilor Darrow wanted to discuss ways to fund all of the items. Councilor Lemhouse suggested retaining them all and moving the ones that did not get votes to the bottom of the list. 14 Rebuild Reserve Fund: Four votes from Councilor Slattery, Morris, Lemhouse, and Seffinger 17 Assistant City Administrator: Two votes from Councilor Slattery and Darrow 18 Citywide Urban Design Plan: No votes 22 Emergency Shelter Contract: Two votes from Councilor Lemhouse and Darrow DH1 Permit Ombudsperson: Four votes from Councilor Slattery, Morris, Seffinger, and Darrow DH21 FTE Deputy Fire Marshall: Two votes from Councilor Slattery and Morris Council discussed issues they had prioritizing the items and assigning revenue without knowing the complete budget. Some thought these meetings should have occurred during the off year with a full Budget Committee. Other comments were frustrated with the overall process. Council preferred prioritizing the items and having staff designate revenue streams. Council approved #1-34 on the BN2017-19 Possible Revenue Sources document. Councilor Darrow wanted information on possibly using income from ambulance services for police staffing, a utility user's tax on cell phone tower use, and a carbon tax. She also wanted to know if the $150,000 in #18 Citywide Urban Design Plan could be used for parking as well as what a 1% reduction across the board in the budget I City Council Special Meeting Apri120, 2017 Page 2 of 2 would produce in additional funds. Ms. Adams clarified it could not be a 1 % reduction across the board due to fund restrictions. It would apply to the General Fund and possibly a couple other areas. Councilor Darrow wanted to address the employee contribution to the health insurance fund and suggested researching a progressive fee along with an increase in the deductibles. Mayor Stromberg suggested reviewing Councilor barrow's suggestions during the next biennium since formal budget meetings began the following week. Councilor Lemhouse wanted the marijuana tax used for programs that could be altered or delayed and not for personnel. Interim Assistant City Administrator Adam Hanks explained there were two parts to the marijuana tax, city, and state. The state tax was restricted and city was not. Mr. Karns clarified healthcare deductibles and prescription co-pays were increasing July 1, 2017. Council wanted staff to find money for Community Development training and the winter shelter contract outside of the priorities and remove them from the list. For the CEAP and Assistant City Administrator positions, Council suggested seeing if current staff could cover both positions without hiring by shifting workload. Council was interested in using parking funds for other projects. The Mayor and staff would set up a final special meeting to discuss budget priorities and revenue streams. ADJOURNMENT Meeting adjourned at 8:46 p.m. Dana Smith, Assistant to the City Recorder John Stromberg, Mayor i City Council Special Meeting April 20, 2017 Page 2 of 2 would produce in additional funds. Ms. Adams clarified it could not be a 1 % reduction across the board due to fund restrictions. It would apply to the General Fund and possibly a couple other areas. Councilor Darrow wanted to address the employee contribution to the health insurance fund and suggested researching a progressive fee along with an increase in the deductibles. Mayor Stromberg suggested reviewing Councilor barrow's suggestions during the next biennium since formal budget meetings began the following week. Councilor Lemhouse wanted the marijuana tax used for programs that could be altered or delayed and not for personnel. Interim Assistant City Administrator Adam Hanks explained there were two parts to the marijuana tax, city, and state. The state tax was restricted and city was not. Mr. Karns clarified healthcare deductibles and prescription co-pays were increasing July 1, 2017. Council wanted staff to find money for Community Development training and the winter shelter contract outside of the priorities and remove them from the list. For the LEAP and Assistant City Administrator positions, Council suggested seeing if current staff could cover both positions without hiring by shifting workload. Council was interested in using parking funds for other projects. The Mayor and staff would set up a t~inal special tlleetilig to discuss budget priorities and revenue streams. ADJOURNMENT Meeting adjourned at 8:46 p.m. Dana Smith, Assistant to the City Recorder Stror~~berg, Mayor i City Council Joint Meeting May 1, 2017 Page 1 of 2 MINUTES FOR THE JOINT MEETING ASHLAND CITY COUNCIL & ASHLAND PARKS & RECREATION COMMISSION Monday, May 1, 2017 Civic Center Council Chambers 1175 E. Main Street CALL TO ORDER Parks Commissioner Chair Mike Gardiner called the meeting to order at 5:30 p.m. in the Civic Center Council Chambers. ROLL CALI, Mayor Stromberg, Councilor Slattery, Morris, Seffinger, Rosenthal, and Darrow were present. Commissioner Landt, Lewis, and Heller were present. Councilor Lemhouse arrived at 6:35 p.m. Commissioner Miller was absent. PUBLIC INPUT Huelz Gutcheonl2253 Hwy 99IExplained a chart he submitted into the record. Ron Roth16950 Old 99 SouthlWanted a community meeting on the Imperatrice property similar to the Water Summit with time for public input. NEW BUSINESS 1. Discussion of Imperatrice Property Parks and Recreation Director Michael Black explained the Parks Commission was interested in using part of the Imperatrice property for recreation. They met with Kristi Mergenthaler, the stewardship director from the Southern Oregon Land Conservancy regarding the biodiversity of the property. Currently, the Parks and Recreation De-partment was participating with the Electric Department and the Public Works Department on an environmental. review of the property and funding a third of the cost for the study. The City purchased the property in 1996 for $946,000 and totaled 890 acres. Ms. Mergenthaler explained the Southern Oregon Land Conservancy began talks with the City on conserving part or all of the land in 2009. The Imperatrice property was separated from the Grizzly Peak Preserve by two privately owned properties. The Southern Oregon Land Conservancy was interested in establishing a trail from the Imperatrice property to Grizzly Peak. She described the rare plant species and wildlife that existed on Imperatrice and the imporl:ant role grasslands played for carbon storage. The property offered a beautiful viewshed as well. Mr. Black confirmed the Parks Commission was interested in purchasing the property. The Southern Oregon Land Conservancy would help the Parks Commission find opportunities to raise funds. Conservation of the property would include an easement granted to a third party in perpetuity. It would not interfere with 10x20 discussions on using part of the property for a solar farm. The City purchased the land with money dedicated to wastewater treatment. The Parks Commission would pay for the land and establish an easement. He would provide the Commission and Council with information on the restrictions and constraints associated with the purchase of the property. 2. Discussion of regional swimming facility Parks Director Michael Black explained one of the Parks and Recreation Department's top five goals was facilitating a partnership to build a new competition-style, year-round indoor swimming pool for the community. The Parks Commission looked into several alternatives regarding the pool. Southern Oregon University had agreed to build a pool at the McNeal Pavilion but needed $1,800,000 - $2,200,000 immediately to start. It was not possible to raise the amount that quickly. Adding a bubble over the Daniel Meyer Pool was not an option at $200,000 with. $10,000 monthly operating costs. The bubble had no structure and was temporary. They were City Council Joint Meeting May 1, 2017 Page 2 of 2 able to winterize the Daniel Meyer Pool that cost $20,000 with $8,000 monthly for operation costs. It worked well but was also a temporary fix. Forming a partnership with the YMCA had not panned out either. Mr. Black proposed replacing the pool with a 25-yard by 25-meter pool up to six feet in depth that would allow for eight swim lanes. A seasonal cover would make it available during colder months. The estimate for the project was $3,500,000 and included the following: • Pool - $1,475,000 • Design, Plans, and Permits - $75,000 • Mechanical, Electrical, and Plumbing (MEP) - $125,000 • Parking - $200,000 • Demo, Earthwork, and Flatwork - $300,000 • Contingency - $525,000 • Pool Canopy - $800,000 The Parks Commission was looking into a process that consisted of: • Concept - in progress o Survey o Designs o Estimates • Approval of Budget and Bond by Commissioners and Council o Prior to July 31, 2017 • Pool Campaign -Ongoing Process • Bond Election o Target: November 2017 Currently pool operation costs were $80,000 per year. They were estimating the new facility would cost $150,000 yearly. The Parks Commission was proposing a pool upgrade so a year round program could happen with the partners. Currently theses partners were paying to rent the pool. The pool would have solar heat. Councilor Rosenthal shared the City of Medford's experience trying to pass a pool bond that failed. He suggested the bond include renovating the Senior Center, upgrading the Little League storage room, and overall making it more of a community center. He thought any new facilities should have revenue components like charging to use a pool slide. Mr. Black explained the next steps involved a business plan, associated costs, funding, and determining public interest. Commission and Council discussed issues related to going out for a bond and timing. The Parks Commission would come to Council with more information in the future. 3. Discussion of Parks' budget priorities Parks Director Michael Black explained the Parks Commission had a balanced budget and was able to provide all of the services offered in previous years with no cuts. Councilor Lemhouse arrived at 6:35 p.m. OTHER BUSINESS FROM THE COUNCIL AND PARKS COMMISSION ADJOURNMENT Meeting adjourned at 6:37 p.m. Respectfully submitted, Dana Smith Assistant to the City Recorder i City Council Business Meeting May 2, 2017 Page 1 of 9 MINUTES FOR THE REGULAR MEETING ASHLAND CITY COUNCIL May 2, 2017 Council Chambers 1175 E. Main Street CALL TO ORDER Mayor Stromberg called the meeting to order at 7:01 p.m. in the Civic Center Council Chambers. ROLL CALL Councilor Slattery, Morris, Lemhouse, Seffinger, Rosenthal, and Darrow were present. MAYOR' S ANNOUNCEMENTS Councilor Slattery/Seffinger m/s to move agenda item #3. Discussion to rescind Council vote on April 18, 2017 under New and Miscellaneous Business following the Public Hearing. Voice Vote: all AYES. Motion passed. APPROVAL OF MINUTES The minutes of the Study Session of April 17, 2017, and the Business Meeting of April 18, 2017 were approved as presented. SPECIAL PRESENTATIONS & AWARDS Police Chief Tighe O'Meara, Detective Carrie Hull, and Christia Currie, the training and information specialist for the You Have Options Program (YHOP) provided the presentation on the program's success. Detective Hull created the program in response to obstacles she encountered with sexual assault investigations. The YHOP was an unmitigated success and propelled the Ashland Police Department (APD) to the national stage in law enforcement and sexual assault advocacy. They were in the process of transitionir~g the program out of the APD to another organization or a standalone agency. YHOP did not charge law enforcement partners because they did not want fees to get in the way of training and implementation. The response from other agencies nationally and internationally was phenomenal. Within Jackson County, several agencies had gone through the YHOP introductory training sessions and were in the implementation phase of the program. They were in the process of finishing the second phase of training with the New York City Police Department. They did not promote the YHOP and wanted agencies to join on their own and commit to the program. The online reporting feature in the program cost $50 a month for agencies that fully implemented. Agencies paid to come to the introductory session to cover the cost of facilitating the training. The City's financial contribution was Detective Hull's employment. Registration fees for the program funded travel and training costs. PUBLIC FORUM Kristina Lefever/2359 Blue Sky Lane/Spoke as chair of Bee City Ashland and provided an update on the program. Louse Shawkatl876 Cambridge Street/Spoke on climate change and encouraged Council to keep it in the forefront. CONSENT AGENDA 1. Approval of minutes of boards, commissions, and committees City Council Business Meeting May 2, 2017 Page 2 of 9 2. Endorsement of SOPride for the purpose of hanging a banner 3. Annual reappointments to commissions, committees, and boards 4. Appraval of, "A resolution consenting to the redesignation of the Jackson County Enterprise Zone with Jackson County serving as the enterprise zone sponsor" Councilor Slattery/Rosenthal m/s to approve the Consent Agenda. Voice Vote: all AYES. Motion passed. PUBLIC BEARINGS 1. Public hearing and approval of, "A resolution revising rates for electric service pursuant to Ashland Municipal Code Section 14.16.030 and repealing Resolution 2015-13" Director of ITlElectric Utility Mark Holden explained the rate increase was the result of an extensive cost of service study that identified costs associated with a class of service and assigned costs to that class. This ensured each customer paid his or her fair and equitable share of the cost of that service. They developed the rate design from the cost of service study. The rate structure was also defensible, and understandable by those paying the rates. It eliminated or reduced cross class subsidies so no class was paying for another's customer service. It created a framework that would effectively integrate future services into a rate structure. The cost of service study averaged a 6.9% increase across all customer classes. Each class would have its own unique rate increase. Staff had begun unbundling fixed costs from the rates. Keeping fixed costs in consumption rates varied the City's ability to cover fixed costs. Customers that conserved would see consumption costs decrease. Public Hearing Opened: 7:35 p.m. Ron Roth~'O50 Old Hwy 99 South/Annual electric, rates had gone up 20% over the past four years. He shared history on Ashland Fiber Network (AFN) debt noting it had decreased less than half over the past twelve years. The rates increase was not about electricity, it was about paying for AFN. Paying for AFN through ut~~lity increases had not worked well. A year ago, voters approved using Food and Beverage tax to pave the streets that were still in disrepair. Meredith Overstreet/840 Cambridge/Questioned why City departments had not cut their budgets or had a hiring freeze instead of always taking from the people that lived in Ashland. The increase in utilities was significant, She took issue with having a utility surcharge to fund police officers. Roads were in disrepair and nothing was being done but the City would build the East Nevada Bridge to assist a few to access I-5. There was not enough economic growth to support the middle class votes. People were being pushed out to pay for city employees, special projects, and general city maintenance costs. The City needed to better manage taxpayers' money and Council needed to focus on the needs of the community. Councilor Rosenthal commented there were several statements of fact in the narrative but some were false. Public Works Director Mike Faught addressed the Food and Beverage tax allocation to improve city roads. The City would receive approximately $1,000,000 in the biennium as the rest continued to pay off the wastewater debt over the next 4.5 years. At some point, more money would be available for street projects. In the short term, they would overlay North Mountain Avenue and Wightman Street and do a total reconstruct of Hersey Street. Target streets following those projects were Ashland Street and Siskiyou Boulevard. Councilor Slattery clarified Council approved moving forward on the proposed five police officers but had not identified a funding stream. The item would go to the Budget Committee. Spike Breon/295 E Nevada Street/Thanked Council. i City Council Business Meeting May 2, 2017 Page 3 of 9 Heidi Parker/344 Bridge StreetBy adding a potential additional $16.73 per month to already high utility fees, and five more police officers in a low crime small city, Council had made the housing crisis even worse. This was taxation without representation. Council should take a history lesson from the Boston Tea Party. Instead of taxing tea, the City should tax marijuana. Adding $201 a year to the utility bill was difficult for students, families, and people on fixed incomes. If something were not done soon regarding the rising costs of living here, all the inhabitants would be elderly, wealthy people. She urged Council to slow down., consult with citizens, and find a better solution that did not increase utility fees for the most vulnerable,. Mayor Stromberg explained the City had special programs for those struggling with utility rates. Public Hearing Closed: 7:49 p.m. Mr. Holden explained the Bonneville Power Administration (BPA) began their rate case study October through August to determine increases. Staff had a high certainty these numbers would accurately reflect BPA's final rate in August. A fluctuation either way would be less than one percent. Historically, what BPA projected at this time was typically what was determined in August. The franchise fees were what the Electric Utility paid the City for use of right of way. This was the first rate increase in two years. BPA set their rates on a two-year basis through a rate case. The City would start a new rate period this August that would be redistributed to the customers. The City also paid for the transmission. Other costs effecting rates was the Public Employee Retirement System (PERS), and health insurance costs. Materials and infrastructl~re also affected rates. Councilor RosenthallLemhouse m/s to postpone this item until the next meeting. DISCUSSION: Councilor Rosenthal wanted to know what percentage of the increase was tied to the cash balance. He thought they could reduce the percentage increase and focus on the Ending Fund Balance over the course of the next year to lower the increase this year. It was a substantial increase for the average customer. Councilor Lemhouse would support delaying it to review more information. The City had to raise rates to pay for the increased costs. The alternative was huge debt, and a crumbling infrastructure. Having a cost of service study was encouraging. Councilor Slattery supported a delay. He suggested Mr. Holden host a community meeting outlining the reasons for the increase and discuss the options. Councilor RosenthaULemhouse m/s to amend the motion to consider the electric rate increase June 6, 2017. DISCUSSION: Councilor Darrow did not think it gave Council enough time to weigh the different increases. Mayor Stromberg explained postponing beyond the implementation date would involve catching up. Mr. Holden confirmed it was in the budget. Voice Vote: Councilor Slattery, Morris, Lemhouse, Seffinger, and Rosenthal, YES; Councilor Darrow, N0. Motion passed 5-1. Councilor Morris would not support the motion. Council had participated in two Study Sessions. It was a difficult decision that Council needed to make. Roll Call Vote on amended main motion: Councilor Slattery, Seffinger, Rosenthal, and Lemhouse, YES; Councilor Morris and Darrow, N0. Motion passed 4-2. 2. Public hearing and approval of resolutions titled, "A resolution adopting a storm drain utility fee schedule pursuant to Ashland Municipal Code Section 4.27.050 and repealing Resolution 2016- 07," and "A resolution revising rates for water service pursuant to Ashland Municipal Code Section 14.04.030 and repealing Resolution 2016-09," and "A resolution revising rates for wastewater (sewer) service pursuant to Ashland Municipal Code Section 14.08.035 and repealing Resolution 2016-08." Public Works Director Mike Faught explained for the Stormwater Master Plan, they were recommending i City Council Business Meeting May 2, 2017 Page 4 of 9 a 2.4% cost of living for inflation purposes. They had not completed the master plan but wanted to stay current with inflation. Hearing Opened: 8:16 p.m. Hearing Closed: 8:16 p.m. Councilor Rosenthal/Lemhouse m/s to approve Resolution #2017-09 adopting a storm drain utility fee. DISCUSSION: Councilor Rosenthal thought an eleven-cent inflationary increase had a minimal impact on residents. It was also tied to an overall strategy. Roll Call Vote: Councilor Darrow, Lemhouse, Slattery, Seffinger, Rosenthal, and Morris, YES. Motion passed. Mr. Faught explained in 2012, Council adopted a Water Master Plan that contained several large capital projects. Staff hosted a town meeting to discuss both the water and sewer master plans, and various projects. One of the projects was the new 2.5 million gallon a day (mgd) water plant, the 2.6 mgd Crowson II Reservoir, and. piping the Talent Irrigation District (TID) ditch. They had approved funding the water plant through the Infrastructure Finance Authority (IFA) at 1.77% with a $950,000 loan forgiveness. Staff was proposing to raise the water rate 4.5% as outlined by the last cost of service study to continue to fund and meet debt service requirements for those projects. The big hit on rates was the PERS and health insurance impact. The IFA awarded the City a $15,000,000 loan at 7.7%. For the TID piping project, staff bundled it with sewer projects and would get 1% on all sewer projects because it provided the green alternative for sewer improvements. Previously for TAP, the City had a 1 % loan for $3,000,000 that also included a $950,000 loan forgiveness. Public Hearing Opened: 8:24 p.m. Public Hearing Closed: 8:24 p.m. The average amount a household would pay due to the increase was $2.45 a month. Councilor RosenthaULemhouse m/s to approve Resolution #2017-08 revising for water service rates. DISCUSSION: Councilor Rosenthal explained the rate increase was tied to a Water Master Plan that multiple committees worked on for years. It was an investment in the future. Councilor Lemhouse agreed. Councilor Morris had trouble with the rate increase. He thought the master plan needed review. He would support it because Council had approved the master plan but had concerns. Roll Call Vote: Councilor Morris, Lemhouse, Rosenthal, Seffinger, Slattery, and Darrow, YES. Motion passed. Mr. Faught explained the big projects for wastewater included the solution for the wetland temperature requirements from the Department of Environmental Quality (DEQ), a new oxidation ditch, and collection system improvements for an approximate total of $11,000,000. Staff recently learned the City would get a 1% interest on the loan instead of the 3% to 4%. The interest rate change resulted in a 5% increase instead of 10% even with the rate incorporating PERS and healthcare. Public Hearing Opened: 8:30 p.m. Public Hearing Closed: 8:30 p.m. Councilor Lemhouse/Seffinger m/s to approve Resolution 2017-09 revising wastewater rates. DISCUSSION: Councilor Lemhouse commented it was good the rate increase was lower than expected. Cooling the effluent to DEQ standards was necessary. Councilor Seffinger added it was important to cool effluent for wildlife. Roll Call Vote: Councilor Slattery, Rosenthal, Lemhouse, Morris, and Seffinger, YES; Councilor Darrow, No. Motion passed 5-1. 3. Discussion to rescind Council vote on April 18, 2017 City Council Business Meeting May 2, 2017 Page 5 of 9 Mayor Stromberg explained the discussion to rescind came from the outcome of the social services grant allocations that occurred during the April 18, 2017 Council meeting. During that meeting, Council voted to allocate $4,000 to Options for Homeless Residents in Ashland (OHRA) instead of the agency's request for $41,958. While Councilor Seffinger agreed with Councilor Lemhouse that Housing and Human Services Commissioner Harris should have recused herself, she thought the reduction in OHRA's social services grant was too severe. The Ashland Community Resource Center served a challenging population. The Center had worked hard in improving their delivery model. She recommended increasing the allotment to $22,000. She had also prepared a document detailing changes in the overall allotments to accommodate the increase. Ken Gudger/497 Lori Lane/Was the Treasurer of OHRA and on the board of directors. He corrected the record and addressed statements made by Council and in the media that OHRA was unable to secure funding from other sources. He shared past fund raising and donations. The City provided 27% of OHRA's funding, the remaining 73% would come from charitable donations and nonprofit foundations. Montye Male/769 Lisa LanelAddressed some of the issues of OHRA's performance. She explained the center protected 70 families a year from losing their homes. Thirty-five families previously homeless were homed through OHRA. They assisted 30 people in finding temporary employment. Other services were identification verification, employment assistance, access to showers, laundry services, and case management. Leigh Madsen/176 Orange Avenue/Was the Executive Director of Ashland Community Resource Center. The center evolved out of a partnership of OHRA and ACCESS with City grant funds for a homeless help center. Navigating the myriad of social service agencies could be overwhelming to someone struggling with homelessness, job loss, health issues, or other crises. He described how volunteers at the Center put people in touch with the right agency. The key to the Center's success was having a facility that people could access. Cate Hartzell/859 C StreetlShared her background as a Councilor and Budget Committee member. She had contacted the Government Ethics Commission today, shared the scenario where Commissioner Harris could not participate in the vote because she was on the board of OHRA. She was told that was incorrect. There was an exception. She went on to read from the 2010 Oregon Standards and Practices Laws Guide for Public Officials regarding a conflict of interest. She was disappointed and did not feel represented if Council was unable to correct the issue. Ms. Harris acted legally. Councilor Seffinger/Slattery mis to rescind the Council approved recommendation of allotments for the social service grants approved at the April 18, 2017 City Council meeting. DISCUSSION: Assistant City Attorney Doug McGeary explained the difference between rescinding and reconsidering a vote. Councilor Seffinger explained the purpose was to increase the funding to OHRA. She was also concerned about not decreasing the allotment to St Vincent De Paul. OHRA had made tremendous improvements in their ability to help the homeless in Ashland. Councilor Slattery agreed with rescinding the vote. He did not think Commissioner Harris should have been at the table. It was a huge penalty to an organization for a misstep. OHRA had come through some growing pains. It was important to rethink this and find the funding for OHRA. Councilor Lemhouse clarified public testimony on the matter. The City Attorney advised Commissioner Harris not to attend and she did. This was not an allegation of a state ethics violation. It was the appearance the process was not fair for everyone involved. Council made several points regarding the reduced allocation. It was more than a penalty, there were issues with the process. The initial creation of the Ashland Community Resource Center was not as a homeless help center. It was a center for all residents. He was not against doing a reallocation but it meant taking away from other agencies that did good work. City Council Business Meeting May 2, 2017 Page 6 of 9 Since that vote, he had not received any communication from OHRA. What he did receive was public shaming, cyber bullying, and hostility. He supported OHRA and wanted them to do well. A grant was an investment:. He would oppose rescinding the vote. Councilor :Darrow commented it was unfortunate the appearance of conflict of interest or conflict of interest had become the issue and not really looking at the numbers served at the Ashland Community Resource Center. She supported the work they were doing and supported rescinding the vote. Councilor Morris noted OHRA's improvement over the last year. He was not in favor of the reduced allocation. He had intended to the move to rescind the vote until he saw what was happening in the newspaper and social media. City ethics rules were stricter than state ethic rules. He did not support awarding OHRA the original $41,958. However, OHRA was trying to turn the organization around. He was not sure if he would support the motion or not. Councilor Rosenthal did not think the vote was about Commissioner Harris or supporting OHRA. It was about what message it sent regarding the social service grant process. He would not support the motion. He suggested having a Study Session to review the social service grant allocation process. Roll Call Vote: Councilor Seffinger, Slattery, and Darrow, YES; Councilor Morris, Rosenthal, and Lemhouse, N0. Mayor Stromberg broke the tie with a YES vote. Motion passed 4-3. Councilor Slattery/Seffinger m/s to have staff bring forward a funding mechanism to add X25,000 to the social service grants Thursday night during the Budget Priorities meeting. This one time addition to the social service grants will allow for a reestablishment of a certain amount of money to OHRA without reducing other allocations. DISCUSSION: Councilor Slattery stated it was hugely unfair to pull mone}~ back from the other grantees. Council needed to review the funding process. He was never in favor of heaving the Housing and Human Services Commission manage the process. He clarified the $25,000 was in addition to the $4,000 already allocated to OHRA. Councilor Seffinger noted the City was on hard tunes regarding what was happening with the federal and state government. Many things were happening right now and it made sense to support the vulnerable people in the city and the world. In addition to~ homeless people, she was looking at the increased rate of sexual assault, abuse in families, unemployment, and drug use. Trying to put money into this situation was important. Interim City Administrator John Karns explained they would have to defunct something in one of the departments to cover the amount. Allocations for some of the agencies received substantially more than they had requested. Councilor Seffinger added she had taken over allocated amounts into consideration when she was reallocating the grant award for OHRA. Councilor Lemhouse would not support the motion due to the timing of the budget and the lack of discretionary money. Roll Call Vote: Councilor Slattery, Lemhouse, and Seffinger, YES; Councilor Morris, Darrow, and Rosenthal, N0. Mayor Stromberg broke the tie with a NO vote. Motion failed 4-3. Councilor Darrow/Slattery m/s to look at reallocation of the social service grants with an increase to OHRA in a way that did not increase the overall budget but reallocated within that framework. DISCUSSION: Councilor Darrow explained the motion would put the allocations of the social service grants back on the table. It could go back to the original allocations from the Commission or the numbers could change. Councilor Slattery/Darrow m/s to amend the motion to direct staff to come back with a plan that allocated $25,000 to OHRA and reorganized the $135,000 to achieve that in the most equitable manner. ])ISCUSSION: Councilor Seffinger explained there were some discrepancies in what agencies requested, the Housing and Human Services Commission approved, and Council approved. She forwarded a document of her recommendations that she had developed for reallocation. Councilor Lemhouse would support the amendment and questioned when it would return to Council for review. Mayor Stromberg suggested bringing it to the next Council meeting. Councilor Lemhouse wanted to review the process for grant allocation. Councilor Morris commented that staff would now set allocations when Council should i City Council Business Meeting May 2, 2017 Page 7 of 9 set them. He would not support the amendment. Roll Call Vote: Councilor Darrow, Slattery, Lemhouse, and Seffinger, YES; Councilor Morris and Rosenthal, N0. Motion passed 4-2. Council directed staff to bring the reallocations to the next Council meeting. Roll Call Vote on the amended motion: Councilor Darrow, Slattery, Lemhouse, and Seffinger, YES; Councilor Morris and Rosenthal, N0. Motion passed 4-2. Councilor Slattery/Lemhouse m/s to move agenda item #2. Selection of Interim City Recorder under Unfinished Business after agenda item #1. Appointment to Citizen Budget Committee under New and Miscellaneous Business. Voice Vote: all AYES. Motion passed. NEW ANI) MISCELLANEOUS BUSINESS 1. Appointment to Citizen Budget Committee Assistant to the City Recorder Dana Smith explained the vacancy would fill Pamela Lucas' position on the Budget Committee. The City received applications from Tonya Graham, Pauleen Miller, James Nagel, Michael Pavlik, and Peter Schultz. Council participated in three rounds of voting that resulted in the appointment of James Nagel. Round One had three votes for Tonya Graham from Councilor Darrow, Mayor Stromberg, and Councilor Slattery. Two votes for Pauleen Miller from Councilor Rosenthal and Morris, and two votes for James Nagel from Councilor Seffinger and Lemhouse. Round Two had three votes for Pauleen Miller from Councilor Darrow, Mayor Stromberg, and Councilor Slattery. James Nagel received four votes from Councilor Rosenthal, Seffinger, Lemhouse, and Morris. Round three had three votes for Tonya Graham from Councilor Darrow, Mayor Stromberg, and Councilor Slattery. James Nagel won with four votes from Councilor Rosenthal, Seffinger, Lemhouse, and Morris. Councilor Lemhouse/Morris m/s to approve the appointment of James Nagel to the Citizens Budget Committee with a term ending 1213112018. Voice Vote: all AYES. Motion passed. UNFINISHED BUSINESS 1. Selection of Interim City Recorder Council did not consider the late submittal of an internal applicant, discussed the qualifications of the three remaining candidates, and determined the best fit for the position was Melissa Huhtala. Councilor Slattery/Lemhouse m/s to appoint Melissa Huhtala as Interim City Recorder. DISCUSSION: Councilor Slattery thought Ms. Huhtala had the experience and met all the qualifications. Councilor Lemhouse added Ms. Huhtala had previously worked for the City. If she had not applied, one of the other two candidates could have stepped up. Ms. Huhtala was a good team member, was willing to run for reelection, and hopefully, would provide sustainability. He supported her. Roll Call Vote: Councilor Darrow, Slattery, Rosenthal, Morris, Lemhouse, and Seffinger, YES. Motion passed. Z. Downtown parking management strategy Public Works Director Mike Faught explained the Downtown Parking Management and Circulation ad hoc Advisory Committee recommended Council approve the parking strategy. Rick Williams from Rick Williams Consulting provided the following presentation: Process • Extensive work and engagement with the Downtown Parking Management and Circulation ad hoc Advisory Committee - 9 meetings i City Council Business Meeting May 2, 2017 Page 8 of 9 • Review of previous parking planning effort - 2014 Community Planning Workshop and University of Oregon • Collect comprehensives off-street data set -August 2015 • Develop consensus priorities and decision-making triggers -Guiding Principles • Develop 36 month strategy plan Key Findings • On street parking is heavily utilized peak season (>85%) • Off street parking presents an opportunity for absorbing demand • More data needed during non-peak periods • Status quo systems will not result in desired solutions • Comprehensive nature of managing parking will require on-going and focused management, reporting, marketing/communications and public engagement • Tasks associated with implementing a new parking management plan will require a level of time, resources and engagement that are not currently in place • Active participation of the private sector will be essential Recommendations • The parking plan is iterative and divided into two phases: a. PHASE 1: 0-18 months b. PHASE 2: 18-36+ months PHASE 1: 0-18 months -Strategies 1-15 set the stage for: • Solving near term problems • Implementing basic improvements to the system • Gathering data to inform good long-term decision making • Maximizing existing supply • Setting the stage for new infrastructure PHASE 1 Strategies include: • Formalize Guiding Principles and 85% Rule • Centralize Parking Management. A single division headed by a professional parking manager. Supported by a Downtown Parking Advisory Committee (DPAC) • A reasonable schedule of data collection to better assess performance of the downtown parking supply • Create a new parking brand • Implement shared use strategy for off street (employees) • Simplify on-street time stays, using new brand • Deploy new off street signage package • Implement four-tiered strategy to improve bicycle parking • Design wayfinding system/program • Evaluate feasibility of on-street pricing. 18 - 36+ month: Strategies 16-20 set the stage for: • Pricing parking • Creating new access capacity • Coordinated parking management in neighborhoods • Identifying funding options for new capacitylgrowth • Sustained management and service delivery PHASE 2 Strategies include: • Transition to on-street pricing a. Explore residential and employee permit programs (on-street) b. Initiate rigorous public engagement and communications/rollout strategy c. Implement on-street pricing (est. January 2018) I City Council Business Meeting May 2, 2017 Page 9 of 9 ~ Explore expanding access capacity -new parking supply and/or transit/shuttle options a. Identify parking sites b. Identify transit/shuttle routes and frequencies c. Cost forecasting d. Develop funding options e. Initiate new capacity plan (est. June 2019) Mr. Faught addressed funding and corrected an earlier statement that they had money for parking management. There was $370,000 in the account. They would bring in additional funds due to parking fees. However, it was allocated in the General Fund and staff could not spend it on parking management without depleting the whole fund. It made it difficult to fund a new employee and expand the Diamond Parking program. He recommended Council adopt the program and determine funding in the future. Not approving the plan could jeopardize implementation. Councilor Lemhouse/Slattery m/s to accept the Downtown Strategic Parking Management Plan as presented and wait until additional funding is available to implement certain aspects. DISCUSSION: Councilor Lemhouse appreciated the work that went into the plan. It did not mean the City would implement all aspects. Councilor Slattery thought the plan had merit with possible smaller projects that could be implemented inexpensively. Councilor Seffinger did not have many positive thoughts regarding the plan. There were several points to consider, the aging population, riding bikes on icy hills, the demographics of the town, and people working at night. The plan felt urban and not small town oriented. Councilor Morris appreciated all the work but could not support the plan without a funding stream. Councilor [~osenthal acknowledged the almost three years of work from staff and citizens. Most of the strategies were common sense based. Roll Call Vote: Councilor Rosenthal, Slattery, and Lemhouse, YES; Councilor Morris, Darrow, and Seffinger, N0. Mayor Stromberg broke the tie with a NO vote. Motion failed 4-3. NEW ANI) MISCELLANEOUS BUSINESS 2. 2017 Council liaisons to boards, commissions and committees Delayed due to time constraints. ORDINANCES, RESOLUTIONS AND CONTRACTS 1. Approval of second reading by title only of an ordinance titled, "An ordinance amending AMC Chapter 1.08 General Penalties, Section 1.08.005F(2) to reflect prior amendment to AMC 10.120.020 persistent violation" Delayed du.e to time constraints. 2. Approval of second reading by title only of an ordinance titled, "An ordinance amending AMC 14.04.060 Water Connections outside the city limits" [with the correction of one word in Section 1.14.04.060B.3.i "direction" to "discretion"] Delayed due to time constraints. OTHER BUSINESS FROM COUNCIL MEMBERSIREPORTS FROM COUNCIL LIAISONS ADJOURNMENT OF BUSINESS MEETING Meeting adjourned at 10:30 p.m. Dana Smith, Assistant to the City Recorder John Stromberg, Mayor I City Council Business Meeting May 2, 2017 Page 9 of 9 • Explore expanding access capacity -new parking supply and/or transitlshuttle options a. Identify parking sites b. Identify transit/shuttle routes and frequencies c. Cost forecasting d. Develop funding options e. Initiate new capacity plan (est. June 2019) Mr. Faught addressed funding and corrected an earlier statement that they had money for parking management. There was $370,000 in the account. They would bring in additional funds due to parking fees. However, it was allocated in the General Fund and staff could not spend it on parking management without depleting the whole fund. It made it difficult to fund a new employee and expand the Diamond Parking program. He recommended Council adopt the program and determine funding in the future. Not approving the plan could jeopardize implementation. Councilor Lemhouse/Slattery m/s to accept the Downtown Strategic Parking Management Plan as presented and wait until additional funding is available to implement certain aspects. DISCUSSION: Councilor Lemhouse appreciated the work that went into the plan. It did not mean the City would implement all aspects. Councilor Slattery thought the plan had merit with possible smaller projects that could be implemented inexpensively. Councilor Seffinger did not have many positive thoughts regarding the plan. There were several points to consider, the aging population, riding bikes on icy hills, the demographics of the town, and people working at night. The plan felt urban and not small town oriented. Councilor Morris appreciated all the work but could not support the plan without a funding stream. Councilor Rosenthal acknowledged the almost three years of work from staff and citizens. Most of the strategies were common sense based. Roll Call Vote: Councilor Rosenthal, Slattery, and Lemhouse, YES; Councilor Morris, Darrow, and Seffinger, N0. Mayor Stromberg broke the tie with a NO vote. Motion failed 4-3. NEW AND MISCELLANEOUS BUSINESS 2. 2017 Council liaisons to boards, commissions and committees Delayed due to time constraints. ORDINANCES, RESOLUTIONS AND CONTRACTS 1. Approval of second reading by title only of an ordinance titled, "An ordinance amending AMC Chapter 1.08 General Penalties, Section 1.08.OOSF(2) to reflect prior amendment to AMC 10120.020 persistent violation" Delayed due to time constraints. 2. Approval of second reading by title only of an ordinance titled, "An ordinance amending AMC 14.04.060 Water Connections outside the city limits" [with the correction of one word in Section 1.14.04.060B.3.i "direction" to "discretion"] Delayed due to time constraints. OTHER BUSINESS FROM COUNCIL MEMBERS/REPORTS FROM COUNCIL LIAISONS ADJOURNMENT OF BUSINESS MEETING Meeting adjourned at 10:30 p.m. T- ana Smith, Assistant to the City Recorder ~ h Strom rg, Mayor City Council Special Meeting May 4, 2017 Page 1 of 3 MINUTES FOR THE SPECIAL MEETING ASHLAND CITY COUNCIL May 4, 2017 Council Chambers 1175 E. Main Street CALL TO ORDER Mayor Stromberg called the meeting to order at 6:57 p.m. in the Civic Center Council Chambers. ROLL CALL Councilor Slattery, Morris, Lemhouse, Seffinger, Rosenthal, and Darrow were present. UNFINISHED 1. Continued discussion of budget priorities for 2017-19 Biennium Interim Finance/Administrative Services Director Bev Adams submitted a document into the record on Council Project Revenues and Council Approved Projects under Consideration. Some Councilors wanted to do all the projects but that was not feasible or practical. Staff took Council's top four priorities and assigned revenue sources. The Fire Department would reorganize their own budget to fund Project # 7. Deputy Fire Marshall. The Interim City Administrator would fund Project #8. Emergency Shelter contract renewal through his budget. Staff did not assign revenue sources to Project #5. Housing trust fund, 6. Assistant City Administrator, and 9. Parking Coordinator position. Revenue sources included: 1. Public Safety Support For ongoing revenue, staff determined charging a utility bill fee on the electric and water accounts were the most equitable options. Revenue #4. Marijuana tax subventions -State portion would eventually be a viable source for the public safety fee. Once the City knew the ongoing tax amount it could reduce the utility bill fee. The state portion was restricted to law enforcement specifically. 2. $.09 unassessed property tax Staff recommended implementing this as of July 1, 2017 or no later than July 1, 2018 to prepare for future expenses that current revenues and ending fund balances could not absorb. Funds from the tax could support the LEAP position and add to the ending fund balance. In addition, it would help offset the increase in the Public Employee Retirement System (PERS) liability. PERS would continue to increase through 2023. The City will not have the reserves to meet these increases over the next six years. There was always the option ~to reduce a property tax after 2023 if it was not needed. 3. Marijuana tax subventions -City Portion Ongoing rE;venue is unmeasurable at this time and not in the budget. 4. Marijuana tax subventions -State portion Ongoing revenue is unmeasurable at this time and not in the budget. 5. Water Franchise Fee This restored the 2% to the initially approved water franchise fee of 8%. The rate was consistent with the wastewater franchise and in the budget. The parking revenue and project was not included because Council indicated they did not want to do the project. Parking revenue was not tied to anything other than meeting Diamond Parking obligations. These funds were budgeted. Whether Council decided to use them on the parking plan or coordinator position was their decision. i City Council Special Meeting May 4, 2017 Page 2 of 3 Assistant to the City Administrator Adam Hanks explained there was just under $400,000 from a prior surcharge on parking tickets and it was no longer an ongoing revenue stream. Council had restricted the funds for parking related expenditures and could undo the restriction through a resolution. A second piece was an ongoing revenue stream that had been paying the debt service on a parking structure the City recently paid in full. Then there was the contract for Diamond Parking. Ms. Adams added the money was in the carryover of the General Fund and included in the budget. If Council wanted to use the ongoing funds, they would have to find other revenue to offset Diamond Parking expenses. Council coup use the $400,000 to rebuild the reserve fund. Interim City Administrator John Karns explained ambulance revenue was typically a little volatile. Over the past two years however, it had experienced a steady increase due to the Affordable Care Act (ACA). It was not a reliable revenue source because of the potential repeal of the ACA. In addition, many people did not pay their ambulance bill and it came back as an expense item to the Fire Department. It was not a true net revenue. Ms. Adams reviewed the top four projects approved by Council: 1. Police Staffing Staff recommended using the hybrid fee format that distributed the cost between electric and water accounts. 2. Rebuild Reserve Fund Council could dedicate the City's portion of marijuana taxes to rebuilding the reserve fund. They could cap the amount between $50,000 and $100,000. Staff recommended a Study Session in the fall to discuss tax uses and possibly re-establish the reserve fund by resolution. 3. CEAP staff position Staff recommended using the additional property tax assessment to fund this position. 4. Permit staff position Community Development could increase fees to generate $30,000, take $20,000 out of economic development, and split the $68,000 between the remaining enterprise funds. Council comments wanted a review of the Community Development Department before adding the position. F'or the CEAP position, Council wanted to know if reassigning current staff duties eliminated the need to fund a new position. Some wanted to go through the budget process then determine priorities. There was a final pitch to include funding the Housing Trust Fund as a priority through property taxes or marijuana revenues. Council majority determined funding the Housing Trust Fund was not a priority at this time. Councilor Lemhouse left the meeting at 7:54 p.m. Council thought the Budget Committee should be part of the discussion on raising the property taxes. Also discussed was presenting Council approved projects and recommended funding sources to the Budget Committee for consideration as long as Council had the ability to move forward with them. Council discussed funding the five new police officer hires they approved at an earlier meeting. Some wanted to wait after they approved the budget in case other funding was available. They could propose a utility bill fee at any time if needed. Council comment suggested using the $.09 property tax to fund the CEAP position and part of the police staffing. Funding for the police officers would occur in phases City Counci] Special Meeting May 4, 2017 Page 3 of 3 allowing Council to review funding options. Councilor Darrow/Rosenthal m/s that as the Council looked at the budget they include possibilities of projected revenues that include the possible increase in the property tax, the marijuana city tax, the marij uana state tax, the water franchise free, parking fees, other revenues that might be identified and apply them to the priorities the Council has some consensus on including police staffing, rebuilding the reserve fund, the CEAP staff position, and an ongoing revenue stream for the Housing Trust Fund. DISCUSSION: Councilor Darrow explained there were different revenue options that warranted further discussion. Councilor Morris noted the motion left out Council Project #4. Permit staff position and added #5. Housing Trust Fund. He would not support item #5 without a known amount. Councilor Darrow responded her intent was the Housing Trust Fund would be part of the discussion as Council moved forward with the budget. Councilor Slattery/Seffinger m/s to amend the motion and not include the funding stream for the Housing Trust Fund. DISCUSSION: Councilor Slattery thought there should be funding for the Housing Trust Fund. He did not think the funding mechanism should come through the Budget Committee. It was undetermined at this point and needed development. Councilor Seffinger thought Council was looking at their priorities and identifying revenue streams. It was premature to look at how they would fund the Housing Trust Fund. Roll Call Vote: Councilor Seffinger, Slattery, and Morris, YES; Councilor Rosenthal and Darrow, N0. Motion passed 3-2. Mayor Stromberg described Mr. Karns' efforts to develop a plan regarding the permit staff position in Community Development. He had found a way to fund it through a modest increase to Community Development fees along with the possibility of getting $64,000 from the enterprise funds. The Mayor thought it was would be good to include it as a priority. Councilor Rosenthal/Slattery m/s to amend the motion to include the permit staff position for consideration as a Council approved project for funding. DISCUSSION: Councilor Rosenthal thought it was reasonable. Councilor Slattery agreed and thought it should move forward. Councilor Morris wanted an evaluation of the Community Development Department as a first attempt before raising fees. Roll Call Vote: Councilor Morris, Seffinger, Rosenthal, Slattery, and Darrow, YES. Motion passed. Roll Call Vote on amended main motion: Councilor Darrow, Slattery, Rosenthal, Seffinger, and Morris, YES. Motion passed. ADJOURNMENT Meeting adjourned at 8:53 p.m. Dana Smith, Assistant to the City Recorder John Stromberg, Mayor I City Council Special Meeting May 4, 2017 Page 3 of 3 allowing Council to review funding options. Councilor Darrow/Rosenthal m/s that as the Council looked at the budget they include possibilities of projected revenues that include the possible increase in the property tax, the marijuana city tax, the marijuana state tax, the water franchise free, parking fees, other revenues that might be identified and apply them to the priorities the Council has some consensus on including police staffing, rebuilding the reserve fund, the CEAP staff position, and an ongoing revenue stream for the Housing Trust Fund. DISCUSSION: Councilor Darrow explained there were different revenue options that warranted further discussion. Councilor Morris noted the motion left out Council Project #4. Permit staff position and added #5. Housing Trust Fund. He would not support item #5 without a known amount. Councilor Darrow responded her intent was the Housing Trust Fund would be part of the discussion as Council moved forward with the budget. Councilor Slattery/Seffinger m/s to amend the motion and not include the funding stream for the Housing Trust Fund. DISCUSSION: Councilor Slattery thought there should be funding for the Housing Trust Fund. He did not think the funding mechanism should come through the Budget Committee. It was undetermined at this point and needed development. Councilor Seffinger thought Council was looking at their priorities and identifying revenue streams. It was premature to look at how they would fund the Housing Trust Fund. Roll Call Vote: Councilor Seffinger, Slattery, and Morris, YES; Councilor Rosenthal and Darrow, N0. Motion passed 3-2. Mayor Stromberg described Mr. Karns' efforts to develop a plan regarding the permit staff position in Community Development. He had found a way to fund it through a modest increase to Community Development fees along with the possibility of getting $b4,000 from the enterprise funds. The Mayor thought it was would be good to include it as a priority. Councilor RosenthaUSlattery m/s to amend the motion to include the permit staff position for consideration as a Council approved project for funding. DISCUSSION: Councilor Rosenthal thought it was reasonable. Councilor Slattery agreed and thought it should move forward. Councilor Morris wanted an evaluation of the Community Development Department as a first attempt before raising fees. Roll Call Vote: Councilor Morris, Seffinger, Rosenthal, Slattery, and Darrow, YES. Motion passed. Roll Call Vote on amended main motion: Councilor Darrow, Slattery, Rosenthal, Seffinger, and Morris, YES. Motion passed. ADJOURNMENT Meeting adjourned at 8:53 p.m. Dana Smith, Assistant to the City Recorder oh Str berg, Mayor ~ ~m~ ~ ~ ~v ~ 4y by C:s d ~ v t:✓ ~d 4v ~d 6~ p ~ p 6i ° ° &a ° 6a ° 6a ° ° . ~a~ 1. ➢ ro~~ ~4 ° ° ~ ~ LAMATION ~ ~ PR~C ~ , ➢ ~ • Rotary International is comprised of 35,000 clubs and 1.2 million members ° ~ ~ ' e includin over 150 active Ashland Rotarians• ° ~ ~ ~ ~ ~ worldwdd , g ~ • The Rotary Club of Ashland was established in 1941 and is thus recognizing its J~ 75th Diamond Jubilee Year; ~ ~ ➢ ~~o The Rotary Club of Ashland Lithia Springs was established in 1991 and is thus ~ ~ ~ ~ ~ recognizing its Silver Anniversary; • The Clubs have enriched the community by observing the Rotary motto, //(//////]]]~~~JJJ ➢ ~ "Service Above Self," and have sponsored projects to aid and otherwise benefit D ~ ~ ° the aged, youth, the ill, the poor, the illiterate, and the environment; ) ; a~ • The Clubs have also actively supported international projects including Rotary International's signature project to eradicate polio worldwide; ~ ~ ➢ Q • The Rotary Club of Ashland's signature projects have included providing ~ ° ~ ~ ~ ~ ~ ~ ~ housing and water to villages in Guanajuato, Mexico; medical equipment and ~ ~ r~ books to the Republic of Congo; financing to support improvements to ~ ~ , ➢ ~ Ashland's Rotary Centennial Ice Rink; scholarships for Ashland Hlgh School ~ ~ ° graduates and Southern Oregon University undergraduates; providing books to ° , ~j ~ st nd all 1 and 2 graders in the Ashland School District; and cultivating a garden to ~ provide produce to the Ashland Emergency Food Bank; ➢ ~ • The Rotary Club of Ashland Lithia Springs' signature projects have included ~ ~;or ~ ~ u ° c tional ° ~ ~ ~ ~ , rebuilding of bridges and labeling of plants in Lithia Park; vo a c ~ ~ ~ ~ scholarships for local youth; enclosing the garden at the Food Bank; and~om~ng with the Rotary Club of Ashland in providing clean water to villages in ➢ Guanajuato, Mexico. ~ ~ NOW THEREFORE, the City Council and Mayor, on behalf of the citizens of Ashland, ~ V do hereby proclaim May 22 - 28, 2017 as ~ , ~ ➢ ~ ~ ~ ° ° ° ~ ~ Rotar Club meek r ~ <p,~ ➢ ~ and hereby urge all citizens to recognize the beneficial service of these Clubs and ➢ ° ~~(p~~ Y F7 ° ° O ~ ~ ~ ~ Rotary International to improving the human condition in Ashland and communities ~ ~ around the world. ~4~ Dated this 16th day of May, 2017. ° ° ~ ~ ~ ~ ~ John Stromberg, Mayor ~ ° g ~ ~ Dana Smith, Assistant City Recorder ° ~~.~~~J , Q 4 4 ~ V ~ V ti~ ~ ~ ~ ~ ~ ~ ~ g ~ ~ ~ ~ ~ ~ ~ g. ~ ~ ~ ~ ~ a~ ~ a ~p a~ ~ ~a~ ~ ~ ~ ~ ~ g ~ ~ ~ ~ ~b ~ ~ Ja ~ C~ ~ ~ PROCLAMATION ° . 't C until roclaimed su ort fora ° ~D ~ Ori March 17, 2015, the Ashland Mayor and Ci y o p pp ) ~ ~ ~ Culture of Peace community. On Se tember 21, 2015, the United Nations International Day of Peace, the Ashland ~ p ~ ~ ~ Culture Of Peace Commission was launched as a citizens commission. ' ~ ~ ~ ~ ° • The core and stren th of our communit is based on relationshi s of mutual respect, ) ~ ~ ~ g Y p integrity, and recognition of the inherent value of each person in the diversity of our oo~ ) „o (~v (//may ~ Co:C11rI1llnlty. ~ Ij.L r D D Official reco ninon of Ashland as an International Ci of Peace will rovide ° . ~ g p ) ~ Cf ~ ~ d inspiration for all citizens to create an emerging, evolving, .living model for thriving together as fellow humans. - ~ ~ ~ ~ ° NOW, THEREFORE, the City Council and Mayor, on behalf of the citizens of ~ ~ ~ ~ Ashla~ld, do proclaim that the City of Ashland, Oregon, is a ~ ~ ~ ~ ~ ~ y ° Clt of Peace ~ ~ ~ ° / ~G~ in erhetuity and encourage city and community leaders to work with concerned ~ ~ ~ D evelo olicies and rocedures that romote a culture of eace in our ° ~ citizens to d p p p p p C~ ' ~ Q~ ~ ~ ~ region. oao ova °0 ~ ~ ~ D ° Dated this 16th day of May, 2017 ~ ~ ~ c~oo~~ ~ 0 0 ~ ~ ~ ~ ~ 0 ~ ~ ~ ~ John Stromberg, Mayor ~ ~ ~ 00 ° ° ~`e ~ ~ ~ ~ Dana Smith Assistant Cit Recorder ~ ~ Y ~,0 ° c~00r~ D ~ ~ ➢ ° ~ ~~3 1 ~ ~ ° ~ 0 ~ cao°~ moo ' i ~y 0 ° ~ $ a d ~ $ ~s a ~ 11011 ~ 0 ~ o ~ ° Y ~ aV ~ d~ fntl fib D~ OOQ D~ WQ D~1 ~VIl ~ ~ ~ ~ C~~~ ~ cC~~~ ~ s ncil Business Meetin Cou . ~ Title: Ashland Police Department's Annual use of Force Report From: Tighe O'Meara Police Chief tighe.omeara anashland.or.us Summar~~: Since 2008 the Police Department has come before Council to provide an annual use of force report. This presentation has grown in scope and now includes use of force, crime and clearance rates and an update on the enhanced law enforcement area (ELEA). Actions, Options, or Potential Motions: No action is necessary. Staff Recommendation: NIA Resource Requirements: NIA Policies, t'lans and Goals Supported: 47. Keep the Council informed of organizational activity and provide timely information for Council decision-making. Background and Additional Information: During 2016 the Police Department used force 29 times. This represents a 93% increase from the previous gear. While the decrease in 2015 was noticeable, it appears to have been a variance from the norm, and 2016 marked a return to levels similar to 2014 and 2013. There were six instances of the Taser conducted energy weapon being used in 2016, and one additional instance of it being drawn and presented but not used. There was one use of pepper spray in 2016. There was one instance of a less lethal munition being deployed against a subject (bean bag round from a shotgun) in 2016. There were six instances of officers being injured, with all of the injuries being fairly minor. There were 15 instances of suspects complaining of injury. Of those 15 complaints, l3 were of minor injuries (cuts, scrapes, bruises) and 2 were of pain. 62% of the use of force involved someone under the influence of drugs or alcohol. 66% of the incidents occurred at night. The APD generated 3925 cases in 2016, meaning that 0.73% (<1%) of APD's cases involved a use of force. During 2016 Ashland officers received a total of 799 hours of use of force training. Crime rate is based on the number of part one crimes occurring in a jurisdiction. Part one crimes are those that are reported annually to the FBI for inclusion into the Uniform Crime Report. They are homicide, rape, robbery, aggravated assault, burglary, auto theft and larceny. In 2016 the Page 1 of 2 C 1? Y O F SHLAN Ashland Police Department took 829 reports of part one crimes occurring inside the city. This is up from 2015 when we took 641 reports. For further comparison in 2014 we took 629 and 2013 we took 694. Violent crime is defined as homicide, rape, robbery and aggravated assault. There were 39 violent crimes reported to the Ashland Police Department in 2016, up from 20 reported in 2015. Clearance rates for part one crime remain high at 40%. Clearance rates for violent crime remains very high at 90%. The Enhanced Law Enforcement Area (FLEA) ordinance has been in effect since August of 2012. The FLEA is roughly defined as downtown Ashland and has recently been modified to include the parking lot at 130 N. Pioneer. In this area we see a concentrated number of complaints and disorderly behavior as this is the focal gathering point for many members of the community. A conviction of three or more qualifying violations (or crimes) in Ashland Municipal Court within a six-month. period may result in a person being expelled from the downtown area. The qualifying violations are: scattering rubbish; unnecessary noise; dogs-control required; consumption of alcohol; open container of alcohol; dog license required; or use of marijuana in public. In 2016 there werE~ 150 FLEA violation convictions in the municipal court. There were 17 people expelled from the downtown area and there were eight people charged with persistent violator failure to appear under the city ordinance. The FLEA continues to be a valuable tool to address chronic negative behavior. AttachmE~nts: None Page 2 of 2 CITY O F SHLAN auncil Business Meetin C Title: Report on the Jail Bed Rental Program From: Tighe O'Meara Police Chief Tig he. omeara@ash land . or. us Summary: Staff is bringing a report to Council on the jail bed rental program, including how it has been used and :potential plans for future use. Actions, Options, or Potential Motions: No action. required Staff Recommendation: There are no staff recommendations. Resource Requirements: The contract with the county states that each day a bed us used is costs the city $100. If the program were used to its maximum capacity, it would cost the city $73,000 per year. So far the jail bed rental program has cost the city $11,400. Policies, Plans and Goals Supported: 23. Support innovative programs that protect the community. Background and Additional Information: In April 2016, Council authorized a contract between the City and Jackson County to house people convicted of crimes in Ashland Municipal Court at the Jackson County Jail. This was in response pro a desire to see more meaningful ramifications for negative behavior in the City of Ashland. Since the program's inception six different people convicted of crimes in Ashland Municipal Court have spent a total of 114 days incarcerated under this contract. This program has cost the City $11,400 so far. If this program were used to its maximum potential, it would cost the City $73,000 a year. The $11,400 spent so far was not budgeted for and has been absorbed in the Police Department budget. The $73,000 potential cost has been budgeted for in the upcoming biennial budget. So far, only people convicted of crimes in the Municipal Court have been sentenced to jail terms using rented bed space. There is a potential to bolster the program ~~nd use it for pre-trial housing, but this is much more complicated than using it for housing convicted defendants. In order to use the rented j ail. beds for pretrial housing the Municipal Court would have to adjust its logistics as would the City's Legal Department and a video arraignment system would have to be installed. Attachments: None Page 1 of 1 CITY O F SHLAN ASHLAND HISTORIC COMMISSION Meeting Minutes April 5, 2017 Community DevelopmentlEngineering Services Building - 51 Winburn Way -Siskiyou Room CALL TO ORDER: Commission Chair, Shostrom called the meeting to order at 6:01 pm in the Siskiyou Room at the Community Development and Engineering Offices located at 51 Winburn Way, Ashland OR 97520. Commissioners Present: Council Liaison: Shostrom Skibby Emery Staff Present: Leonard Maria Harris; Plannin Dept, Swink Re an Trapp; Secreta Von Chamfer Commissioners Absent: Whitford (E) Giordano (E) APPROVAL OF MINUTES: Lec►nard motioned to approve minutes from March 8, 2017, Swink seconded, Voice vote; All AYES, Emery abstained, Motion passed. PUBLIC FORUM: There was no one in the audience wishing to speak. COUNCIL LIAISON REPORT: ThE;re has not been a Council Liaison appointed to the Commission as of yet so no report was given. PLANNING ACTION REVIEW PLANNING ACTION: PA-2017-00325 (Continued) SUBJECT PROPERTY: 746 C Street pWNER 1 APPLICANT: Philip and Micaela Gahr DESCRIPTION: A request for Site Design Review and a Conditional Use Permit (CUP) to allow for the conversion (and expansion) of an existing garaged into habitable living space to be used as an Accessory Travelers' Accommodation, This request would approve the future conversion of the newly created living space into a formal second dwelling unit upon the discontinuation of the conditional use. COMPREHENSIVE PLAN DESIGNATION: Multi-family Residential; ZONING: R-2; ASSESSOR'S MAP: 391 E09AC; TAX LOT: 8700, There was no conflict of interest or ex-pane contact indicated by the Commission, Harris gave a summary of the new materials submitted for PA-2017-00325. Shostrom opened the public hearing to the applicants. Chris Brown, Architect for the project and the owners Philip and Micaela Gahr presented to the Commission, Chris Brown explained the changes to the project and stated that the project will be an improvement along the alley, Shostrom closed the public hearing and opened to the Commission for discussion, Swink motioned to approve PA-2017-00325 with recommendations, Skibby seconded. Uoice vote; All AYES, Motion passed, Recommendations: 1. Use smooth rather than woodgrain siding, 2, Use beige vinyl windows rather than white vinyl windows, PLANNING ACTION: PA-2017-00200 SUBJECT PROPERTY: 165 Water Street (corner of Van Ness & Water Streets) OWNERIAPPLICANT: Magnolia Investment Group, LLCIGiI Livni DESCRIPTION: A request for Site Design Review approval to construct a 42,841 square foot, three-story, mixed-use building consisting of commercial tenant space on the ground floor, 26 hotel units on the second floor, and ten residential condominiums on the third floor for the vacant property located at 165 Water Street, at the corner of Van Ness and Water Streets, in the Skidmore Academy Historic District. The application includes requests for a Conditional Use Permit to allow hotellmotel use; an Exception to Street Standards; a Physical & Environmental Constraints Review Permit for the development of floodplain and severe constraints lands; and a Tree Removal Permit to remove seven trees, COMPREHENSIVE PLAN DESIGNATION: Employment; ZONING: E-1; ASSESSOR'S MAP: 391E 04CC; TAX LOT 2000 Skibby stated that he printed some photos far the applicants and Emery has worked for Ms. Gunter on several projects. Both Skibby and Emery stated that these contacts with the applicants will not affect their judgment ordecision on this project, Harris gave the staff report for PA-2017-00200. Shostrom opened the public hearing to the applicants, Applicants present were: Amy Gunter, Rogue Planning and Dev 1424 S, Ivy St. Medford, OR 97501. Gil Livni, Magnolia Investments, 2532 Old Mill Way, Ashland, OR 97520. Cave Evans, Ron Grimes Architects. Brian Westerhouse, Ron Grimes Architects, The applicants gave an overview and history on the proposed project. Time was extended for the Public Hearing so the Commissioners could ask some detailed questions, After some discussion regarding concerns on cantilevers, facades on the south elevation, concerns with the column on the east elevation that make the building look as if it's floating, and window design Shostrom closed the public hearing and opened to the Commission for comments, Shostrom motioned to approve PA-2017-00200 with recommendations. Skibby seconded. Uoice vote; All AYES, Motion passed, Recommendations: 1) Van Ness Brick Volume (at northwest end of building) • Include column at corner of balcony • Add a base • Include a lintel 2) Corner Brick Volume (at intersection of Water and VanNess} • Look at angled ground floor wall by entrance, make more symmetrical • Second and third-story corner columns on Water St, facade have no base 3) Water Street Brick Volume (at southeast end of building} • Provide alternative detail for ground floor east elevation (e.g., columns or arches) • Address column at corner because corner is inset from corner of building above DISCUSSION ITEMS; There were no items to discuss, COMMISSION ITEMS NOT ON AGENDA: There were no items to discuss. NEW ITEMS: • Review board schedule, • Project assignments far planning actions, • Presentation to the City Council on April 18th o Harris stated that a volunteer from the Commission is needed to present at the City Council meeting on April 18~, Shostrom & Swink volunteered to give the presentation and Harris will get a small presentation together for them, • HPW -Winner selections & description blurb assignments, 0 236 Fifth, Historically Compatible Res. ADDN assigned to Emery, 0 872 Siskiyou, Historically Compatible SFR assigned to Whitford, 0 160 Van Ness, Historically Compatible SFR assigned to Von Chamfer, 0 95 N. Main, Historically Compatible Comm, Bldg, assigned to Swink, o Pioneer Hall Courtyard, Civic Award assigned to Shostrom, • The other finalists were 124 Nutley & 151 Coolidge, both of which the Commissioners were going to take a look and see if the work done qualified for an award. If it does qualify, then Giordano will do the write up for whichever of these properties is chosen. OLD BUSINESS: There were no items to discuss. Review Board Schedule April 6th Ter ,Keith, Dale A ril 13~' Ter ,Sam, Tom April 20th Ter ,Piper, Bill April 27th Ter , Sam, Ta for Ma 4th Ter , Ta lor, Keith Project Assi nments for Plannin Actions PA-2014-00710 143 Nutley Swink & Whitford PA-2014-02206 485 A Street Whitford PA-2015-00878 35 S, Pioneer Leonard PA-2015-01695 399 Beach Skibby PA-2015-01517 209 Oak Shostrom PA-2016-00387 95 N. Main Shostrom PA-2016-00209 25 N. Main Giordano PA-2016-00818 175 Pioneer Shostrom &Skibby PA-2016-00847 252 B Street Whitford PA-2016-01027 276 B Street Shostrom & Leonard PA-2016-01641 221Oak Street Shostrom PA-2016-01947 549 Fairview Emery PA-2016-02103 133 Alida Swink PA-2016-02095 563 Rock St. Whitford PA-2016-02114 556 B Von Chamier PA-2017-00013 15, 35, 44 & 51 S, Pioneer Street ALL PA-201 ~7-00235 114 Granite Leonard PA-2017-00267 Trellis - OSF ALL PA-2017-00325 746 C Street Von Chamier PA-201 ~7-00200 165 Water ALL ANNOUNCEMENTS & INFORMATIONAL ITEMS: Next meeting is scheduled May 3, 2017 at 6;00 pm There being no other items to discuss, the meeting adjourned of 8:55pm Respectfully submitted by Regan Trapp CITY OF ASHLAND ASHLAND PLANNING COMMISSION REGULAR MEETING MINUTES APRIL 11, 2011 CALL TO ORDER Chair Melanie Mindlin called the meeting to order at 7;00 p.m. in the Civic Center Council Chambers,1175 East Main Street, Commissioners Present: Staff Present: Troy J, Brown, Jr, Bill Molnar, Community Development Director Michael Dawkins Derek Severson, Senior Planner Debbie Miller April Lucas, Administrative Supervisor Melanie Mindlin Haywood Norton Roger Pearce Lynn Thompson Absent Members: Council Liaison: None Dennis Slattery, absent ANNOUNCEMENTSIADROC COMMITTEE UPDATES Community Development Director Bill Molnar made the following announcements;1) the Planning Commission's Annual Retreat will be held on Saturday, June 10, 2) there will be a Missing Middle Housing presentation on April 13 in Medford, and 3) the City Council reversed the Planning Commission's decision and approved the Rogue Credit Union application, CONSENT AGENDA A. Approval of Minutes. 1. February 28, 2017 Special Meeting. 2. March 14, 2017 Regular Meeting. Commissioners MillerlBrown mis approve the Consent Agenda. Voice Vote: all AYES. Motion passed 7-0. PUBLIC FORUM Huelz Gutcheonl2253 Hwy 991Commented on climate change and global warming and encouraged the use of solar panels. UNFINISHED BUSINESS A. Adoption of Findings for PA-2017-00016, 474 Russell. Commissioners DawkinslPearce mis to approve the Findings for PA-2017-00016, 474 Russell. Uoice Vote: all AYES. Motion passed 7-0. TYPE II PUBLIC HEARINGS A. PLANNING ACTION: PA-2017-00200 SUBJECT PROPERTY:165 Water Street (corner of Van Ness & WaterStreets) OWNERIAPPLICANT: Magnolia Investment Group, LLCIGiI Livni DESCRIPTION: A request for Site Design Review approval to construct a 42,841 square foot, three-story, mixed-use building consisting of commercial tenant space on the ground floor, 26 hotel units on the second Ashland Planning Commission Apri19 9. 209 7 Page 9 of 4 floor, and ten residential condominiums on the third floor for the vacant property located at 165 Water Street, at the corner of Van Ness and Water Streets, in the Skidmore Academy Historic District. The application includes requests for a Conditional Use Permit to allow hotellmotel use; an Exception to Street Standards; a Physical & Environmental Constraints Review Permit for the development of floodplain and severe constraints lands; and a Tree Removal Permit to remove seven trees. COMPREHENSIVE PLAN DESIGNATION: Employment; ZONING: E-1; ASSESSOR'S MAP: 391E 04CC; TAX LOT 2000. Commissioner Mindlin read aloud the public hearing procedures for land use hearings. Ex Porte Contact Commissioners Thompson, Norton, and Pearce declared site visits, Commissioner Norton stated he was approached by a homeowner while conducting his visit and was asked whether three stories were allowed and if the alleyway was going to line up with the dirt road. Staff Re ort Senior Planner Derek Severson explained this is an initial evidentiary hearing for the project at 165 Water Street to provide the commission the opportunity to familiarize themselves with the project and identify any areas of concern before the request comes back for deliberationldecision at the May 9 meeting. Mr. Severson stated the proposal is for a 42,821 sq.ft, three-story, mixed use building consisting of commercial tenant space on the ground floor, 26 hotel units on the second floor, and 10 residential units on the third floor, The request also includes a conditional use permit for the hotellmotel use, an exception to the Street Standards, a Physical and Environmental Constraints permit for the development of floodplain and severe constraints lands, and a Tree Removal permit to remove 7 trees on the site. Mr, Severson displayed the vicinity map, floodplain map, slope map, parking plan, site plan, elevations, tree removal plan, landscape plan, and perspective drawings, He also presented the Historic Commission and Tree Commission recommendations, Mr. Severson explained staff has two primary concerns regarding the proposal;1) the integration of required public plaza space into the project, and 2) the off-street parking requirements, Regarding the public plaza space, Mr, Severson stated staff is concerned that significant portions of the plaza space are at the rear of the building, adjacent to the parking, and tucked away from the public realm, And for the off street parking component, Mr, Severson explained the application incudes parking calculations showing 63off-street parking spaces are needed, however the proposal shows 43 parking spaces will be located in the basement and surface parking lot, The remaining 20 spaces would be addressed through a combination of parking management strategies equating to a 32% reduction in required parking, including:1)10 on- streetparking spaces, 2)1 parking space credit for 6 motorcycles spaces in the basement, 3) 6 parking space credits for 32 bicycle spaces, and 4) a 4 parking space reduction through a mixed use credit, Mr, Severson explained the reductions in the required off-street parking are discretionary on the part of the Planning Commission and depend on whether the commission believes the credits will result in a meaningful reduction in actual parking demand without having a negative impact on the surrounding streetscape and broader neighborhood, He added in staff's preliminary assessment, it seems questionable that additional motorcycle and bicycle parking will result in a reduction in motor vehicle parking demand and requested the commission provide direction on this element. Applicant's Presentation Amy GunterlRogue Planning & Development, Dave EvanslDavid Grimes Architects, Gil LivnilMagnolia Investment GrouplMs. Gunter explained this project has been in the works far a number of years and the property is zoned E-1 Employment) with a residential overlay. Ms, Gunter stated the Ashland modified floodplain goes 30 ft, onto the property, however there is no evidence water breached the curbline during the last major flooding event, and there have been additional improvements made upstream since that time to ensure no impacts to this area, She explained their proposal is for a 3-story mixed-use building and stated the site improvements will benefit the surrounding area. Ms, Gunter reviewed the project details and noted the design has gone through a number of changes in working with the city's Historic Commission, She displayed images of the proposed plaza space and commented on the green design elements, including solar panels on the roof and a "green roof' with access for residences and guests of the hotel. Ms. Gunter commented on the two issues raised by staff, In regards to parking, she stated their parking analysis shows a Ashland Planning Commission April ~ 9, 20 7 7 Page 2 of 4 peak demand of 44 spaces and their proposal exceeds this. She added the requested 32% credit is permitted in the code under section 18.4.3.040 and stated there is a low parking demand in this area. Ms, Gunter addressed the plaza areas and stated the project is required to provide 4,284 sq.ft, of public plaza space. The proposal includes functional plaza areas on three sides of the structure and the areas will have awnings, sitting areas, a water feature, tables, chairs, benches, and an outdoor eating area, She displayed perspective illustrations of the lawn area and stated the cover will encourage year round use. Questions of the Applicant Commissioners Dawkins stated their plaza area looks very similar to other examples in the city, but asked how they came up with using 32 bicycle spaces instead of providing vehicle parking spaces. Ms. Gunter stated Ashland is a Bicycle City and many of the residents will have bicycles, She added this is a strategy permissible in the code, it is not a variance or exception, and the parking demand analysis justifies the request, Project Architect Dave Evans clarified the green roof will have some open areas far people to use, however this area will not be accessible to the general public, Commissioner Brown asked how they imagine the plaza areas being used, and stated it appears there is no access by the general public to the area in the corner. Ms, Gunter commented that once people visit the site they will know that it is there, She added the Plaza West building's public space is fenced off, however theirs is not blacked off in anyway. Commissioner Pearce questioned what design issues drew them to put the largest plaza space in the rear of the building, Mr. Grimes stated this was a tough site to design, and explained this is a better area, with nicer views and will be a much more comfortable space for people to use with access to the sun, shelter from the wind, and shade through the use of overhangs. Mr, Livni clarified the underground parking area will be used by the residents and commercial space tenants and will have a security gate. Commissioner Thompson commented that the packet materials indicate there was a fee issue and asked if this has been resolved, Ms. Gunter stated this has not been worked out yet and Mr, Severson noted there is a condition or approval that will clarify the building valuation based on code methodology, Public Testimony Jim Northl85 CentrallVoiced his concerns regarding parking, Mr, North stated both Water Street and Central Avenue fill up and there are also campers parked along the street. He added the majority of the time the public parking lot on Water Street is also full. He stated this proposal provides 34 parking spaces for the hotel and commercial space and can't fathom how this would work. Mr, North stated another concern is the placement of the stairs and transformer at the back of the alley which aligns with his driveway. Lastly, Mr. North requested the plaza spaces be well lit to deter against it becoming a transient hangout space at night, which was a problem on the nearby properties. Eric Bonettil2552 Old MiIllStated he is the owner of the adjacent parcel and noted the public right of way that runs across this area. Mr. Bonetti stated the back plaza space will be visible because of this connectivity and voiced his support for the project, He stated this will uplift the area and will bring more control and more eyes to this area of town which has been underutilized, Mr, Bonetti commented on aesthetics and stated the applicants have done a really good job and is proud this is a homegrown project, Applicant's Rebuttal Ms, Gunter stated they will provide additional information from the traffic engineer to clarify any questions about peak demand and usage, She noted this area is located in an enterprise zone and the financing and tax relief eligibility is an indication that this type of development is exactly what the Rogue Valley and State of Oregon desires, She stated there are numerous standards that apply to this project but they have requested very few exceptions and zero variances, Ms, Ashland Pianning Commission April 9 9. 209 7 Page 3 of ~ Gunter stated the proposal addresses several of the comprehensive goals of the city and noted the economic development aspects of the project, Questions of Staff Commissioner Norton asked if the applicant could make adjustments to the proposal before the next meeting. Mr. Molnar clarified slight adjustments could be made but staff does not anticipate any major changes and stated there are a lot of good elements about the project. Commissioner Brown asked if there are requirements for loadinglunloading or bus parking for the hotel and staff stated "No". Brown stated it would be helpful to know if the 20 basement parking spaces with card key access were taken into account in the parking study. Commissioner Miller asked how staff felt about the proposed parking reduction. Mr. Molnar stated staff has some reservations about the parking, He explained there is some spillage from downtown in areas and staff gets uneasy when you go over the 20% mark. He added with the requested 32% reduction there is concern that long term this will impact the area. Commissioner Pearce commented that the staff report states parking credits depend on whether they will result in a meaningful reduction in actual parking demand and he does see this anywhere in the code. Mr. Severson clarified it is discretionary for the commission to grant credits and it is not listed as a requirement in the code. Pearce expressed caution in how they apply this. Commissioner Mindlin stated it appears all the entrances are being claimed as plaza space and questioned if this has been done k~efore. Staff clarified ingresslegress to a building is generally not designated as public plaza space. Commissioner Brown questioned which 4 of the 6 public plaza elements are being used, Commissioner Thompson stated the property has some severe constraints and can understand haw it might be difficult to get parking and public space and still develop the rest of the property. She noted her involvement on the Downtown Parking Cornmittee and stated this project does not need to solve the city's parking problem but it should not contribute to it. Regarding the plaza space, she asked what discretionary authority they have given the constraints of the property and commented that the area in the back may deter vagrants, Commissioner Dawkins commented that his personal experience with this street is that it is always full during the summer months and when you add employment to this area it will increase that demand. He stated he was also on the Downtown Parking committee and has a big concern about the parking. Dawkins questioned taking away car spaces to add more bicycle parking and stated adding more bike parking than required seems like a way to get around the vehicle parking requirement. With there being no more questions of staff, Commissioner Mindlin announced the public hearing will be continued to the May 9, 2017 Planning Commission meeting. ADJOURNMENT Meeting adjourned at 9;05 p.m. Submitted by, April Lucas, Administrative Supervisor Ashland Planning Cornmisslon April 9 207 7 Page 4 of 4 ncil Business Meetin Cou Title: Appointment of Daniel S. Palomino to the Airport Commission From: Diana Shiplet Administrative Analyst diana.shiplet ,ashland.or.us Summary: This item is for approval of the Mayor's appointment of Daniel S. Palomino to the Airport Commiss~~on with a term to expire on April 30, 2020. Actions, Options, or Potential Motions: I move to appoint Daniel S. Palomino to the Airport Commission with a term to expire on April 30, 2020. Staff Recommendation: The staff liaison to the Airport Commission agrees with the Mayor's appointment. Resource Requirements: N/A Policies, Plans and Goals Supported: Ashland Municipal Code 2.04.090 (C) states appointments are to be made by the Mayor with the consent o:E the City Council. Background and Additional Information: There are two vacancies on the Airport Commission. Attachments: Application of Daniel S. Palomino Page 1 of 1 C, l T Y O F SHLAN _ CITY OF .-ro a ~ ~ ~ N SHLA APPLICATION FOR APPOINTMENT TO CITY COMMISSION/COMMITTEE Please type or print answers to the following questions and submit to the City Recorder at City Hall, 20 E Main Street, or email christeb!c~ashland.or.us. If you have any questions, lease feel free to contact the City Recorder at 488-5307. Attach additional sheets if p necessary. Name: Daniel S Palomino Requesting to serve on: Airport (Commission/C'vmmittee) Address: 2UZ~l Jasmine Ave, Medford, Oregon 97501 Occull~ ion: Avionics Munager Phone: Nome 541-842-01 U? Work 541-=188-1964 Email dpal7l f~gmail. com Fax 1. Education Background What ~ drools have you attended? Antivc~►'i Senior High, Colorado Aerv Tech, Embry Riddle Aeronautical University What degrees do you hold? AAS i.. ,airframe and Powerplant Maintenance. What ;additional training or education have you had that would apply to this position? 1 have ~~~ompleted numerous credits towards a BS in Professional Aeronautics with Embry Riddle Aeronautical University. 2. R~~l~.red Experience What prior wo:n experience have you had that would help you if you were appointed to this position? 1 have been ~tiTorking in the aviation field us both an Aviation Maintenance Technician and/ot~ Avionics Technician for the past 20 years. For the last 3 years 1 have been an emplo~~ee of JLC~ Avionics, an aviation business located vn the Ashland Municipal Airpo~~,. I have extensive experience in donating my time in a volunteer capacity. I am a certified instri►c~tor for the State of Oregon Hunter Education Program and am officially cvnsirlered a volunteer employee as a result. In this role, I actively attend meetings that deal tirith similar issues to the airport commission such as f undraising, state regulations, procedures etc. I am therefore familiar with the .standard operating procedures of public forum meetings. In my managerial capacity I am used tv dealing with people, problem solving and listen~~~~ ; to different points of view. Do ou feel it would be advantageous for you to have further training in this field, such y as attending conferences or seminars? Why? Yes. Continued ediccation and training has been and still is a part of my career. As part of my job, I regularly receive training via webinars, on-line training video%ourses and attend convention and trade shows geared specif tally towards Aviation. 3. Interests Why are you applying for this position? As a resident of the Rogue Valley, and an aviation employee I have a great interest in the operation of the airport and its continued growth and benefit to our community. 1 want to help support the airport and have an active part in .shaping its development in a positive way far the tivhole community. 4. Availabili Are you available to attend special meetings, in addition to the regularly scheduled meetings? Do you prefer day or evening meetings? Yes. Day meetings are preferred. 5. .Additional Information l~Io~v long have you lived in this community? I moved to the Rogue Valley July 2007. Please use the space below to summarize any additional qualifications you have for t~~is position Since my arrival to the Rogue Valley, I have striven to be a participating member,in the community. Being on this commission is another way 1 can give back to the local area. I have been an employee of JLC Avionics for the past three years. As an employee of a business located at Ashland airport, Isee f rst-hand how the decisions made by tr're city council and the airport cvmrnission can have an impact on airport operations andthose that rely on it for a living. 1 want the airport to be a success and to be of positive benefit to the local community, and us such 1 want to be a part o f the organization that helps that happen. I also feel that being an employee of a business on the field gives me a different perspective from some of the other commission members. 1 am in a unique position whereby through my employment 1 have extensive contact with pilots and other persons who utilize the airport and its facilities and as a result 1 hear other perspectives that perhaps would not normally be considered by commission members. As an individual with extensive experience acting as a liaison between public and state, I am confident in my abilities to serve on this commission. 1 f ~ y ~ ~ ~ r /V/// Date Signature r~r~: uncil Business Meetin Co . ~ Title: Appointment of Bernard "Barney" Spera to the Airport Commission From: Diana Shiplet Administrative Analyst diana.shiplet ~ashland.or.us Summary: This item is for approval of the Mayor's appointment of Bernard "Barney" Spera to the Airport Commission with a term to expire on April 30, 2018. Actions, I~ptions, or Potential Motions: I move to appoint Bernard "Barney" Spera to the Airport Commission with a term to expire on April 30, 2018. Staff Recommendation: The staff liaison to the Airport Commission agrees with the Mayor's appointment. Resource Requirements: NIA Policies, Plans and Goals Supported: Ashland Municipal Code 2.04.090 (C) states appointments are to be made by the Mayor with the consent of the City Council. Background and Additional Information: There are two vacancies on the Airport Commission. Attachments: Application of Bernard "Barney" Spera Page 1 of 1 I T Y O F SHLAN CITY Cl~' ~ ~ ~,,.~HLANL~ ~-f ` ~ APPLICATLON FOR APPOINTMENT TO CITY COMMISSION/COMMITTEE Please type or print answers to the following questions and submit to the City Recorder at City Hall, 20 E Main Street, or email ~:h~-iti€~~~~~ ~~~~~lE~t~.~~~~ t~. If you have any questions, please feel free to contact the City Recorder at 488-5307. Attach additional sheets if necessary. (1 ~ 11 Dame ~ ~ ~ g T Requesting to serve on: ' ~ ~ 1~ 1 (CommissioniCommittee) Address ~ ~ / C t ~ ~ ~ ~ ~c) V L'' -S' ~ ~ ~ N ~ r Occupation ~'i ~ 1 l ~ ~ Phone: Home ~ ~ f l Work Email-~ ~J~~ L ` C 0 ~ Fax 1. Education Bac round V4'hat schools have you attended? ~l~ N ~~5~ i f~ l~~ V4'hat degrees do you hold? V~'hat additional training or education have au had that would apply to this position? ~~~a~ ~-i,`ll X31 ~E ~ c~ ~~11y~-N r~-li~~~-~ ~ ~7~-1~~ 2. Related Experience V~'hat prior work experience have you had that would help you if you were appointed to this position? ~~~s ~1~~=~ i 7~~'~r~~~~~~ w'~ n~~~~.~ ~i ivy ~ 1 U ~ :.S'~s Do you feel it would be advantageous for you to ha a further trainin in this field, such ~ ~ pv ~y~,~_ ~ ~ as attendrn,~ confcrences or seminars . Why . ~TC A~ ~r r 3. Int~,~r~. is ~ Wh are ou a 1 in for this position? ~ y~~ ~l ly ~ y Y pPY g ;t ~ L,~/~' vu ~ 4. Availability A.re you available to attend special meetings, in addition to the regularly schedulal meetings? Do you prefer day or evening meetings? 5. Additional Information How long have you lived in this community? Please use the space below to summarize any additional qualifications you have for this ~sition r V i ~fil U n/ ~j ~1~, r ~iv~-~~r ~~o~ Ali T u~~~~ ~ d- ~~L. ~ ~ ~~U f _ ~ z 7 Date gnature ~r n it Business Meetin Cou c . ~ Title: Approval of a Contract with Emergency Communications of Southern Oregon Tighe O'Meara Police Chief From: tighe.omeara(a~ashland.or. us David Shepherd Fire Chief david.she herd ashland.or.us Summar Staff is seeking approval of two contracts with Emergency Communications of Southern Oregon (ECSO). (one contract for the Police Department (APD), and one for the Fire Department (AFR). Actions, Options, or Potential Motions: I move that Council approve contracts between the Ashland Police Department and Ashland Fire and Rescue and Emergency Communications of Southern Oregon and authorize the City Administrator to sign the contracts on behalf of the City. Staff Recommendation: Staff recommends that Council authorize the city administrator to sign the attached contracts on behalf of the City. Resource Requirements: The contract between the Police Department and ECSO will cost the City $436,911.95 and is budgeted for in the upcoming budget. The contract between the Fire Department and ECSO will cost the City is $193,448.79 and is budgeted for in the upcoming budget. Policies, Plans and Goals Supported: 23. Support innovative programs that protect the community. Background and Additional Information: The APD as well as AFR, contract with ECSO for emergency dispatch services. All Jackson County emergency services' communications are consolidated at ECSO. There is no viable option other than ECSO available to fulfill this role at this time. Attachments: Contract between ECSO and Police Contract between ECSO and Fire Pagelofl CITY OF SH LAN .1~' ~ EMERGENCY COMMUNICATIONS OF SOUTHERN OREGON EMERGENCY COMMUNICATIONS OF SOUTHERN OREGON TELECOMMUNICATIONS CONTRACT This Contract is made and entered into in duplicate this 1st day of July, 2017, by and between EMERGENCY COMMUNICATIONS OF SOUTHERN OREGON, an unincorporated association of governmental entities organized under ORS Chapter 190, hereafter "ECSO," and ASHLAND POLICE DEPARTMENT hereafter "USER." WITNESSETH: WHEREAS, ECSO is an association of governmental entities organized under an Intergovernmental Agreement under the authority of ORS Chapter 190 and as a "local jurisdiction" under authority of ORS Chapter 403 for the purpose of implementing a primary 911 Public Safety Answering Point, hereafter "PSAP," capable of providing wireline and wireless phase I and phase II telephone services, collectively known as "PSAP Services" received at ECSO for the greater Jackson County area and Crater Lake National Park, and also capable of providing emergent and non-emergent public safety radio communications and dispatch services, to its Users collectively known as "Dispatch Services"; and WHEREAS, ECSO has a fully equipped and staffed telecommunications center, hereafter "CENTER" capable of delivering PSAP Services and Dispatch Services, and WHEREAS, USER desires that ECSO provide it with the aforementioned services, and NOW, THEREFORE, in consideration of the mutual undertakings and obligations set forth herein, the parties covenant and agree as follows: 1. Telecommunications Connectivity and Maintenance: a) E=CSO shall have responsibility for maintenance and support of communication lines and Equipment and to contract with Century Link, its subsidiaries, successors or other approved Contractors for 911 lines and equipment, and to provide for maintenance of other equipment and software required for effective operation of the system. b) ECSO Information Technology (IT) staff or agents will provide andlor manage the installation, implementation, maintenance and support of ECSO lines and ECSO owned equipment necessary to transmit telephone, radio and wireless signals between the User and ECSO. Except as provided in c) below, User remains responsible for maintenance of its side of the telecommunications link. The cost of accomplishing and maintaining this linkage for all participating agencies will be shared as part of the ECSO technical operating budget. c) Scope 1) Maintain mobile communication terminals as it pertains to dispatch and 911 services provided by ECSO. The cost of any equipment to make such repairs shall be borne by the User Agency. 2) Assist with the User Agency's strategic planning for related projects which they may wish to pursue. 3) Provide connectivity to the MDC interface with CAD. 4) Provide connectivity to the RMS interface. 5) Provide connectivity to the Fire reporting interface. 6) Provide dispatch specific connectivity to the Mercy Flights Ambulance interface. 7) Provide connectivity to the ARS field reporting system. 2. Services: a) The User shall have local control over the manner in which its calls-for-service are processed and prioritized for dispatch by ECSO. b) The User may only designate a particular procedure change as critical where the change is required by court order or other severe mitigating circumstances. ECSO shall, to the extent possible, implement immediate procedures which accommodate the change. If any such procedure is incompatible with ECSO's operating policies, ECSO shall notify the User of the reasons therefor while still implementing the procedure. The procedure will be implemented, to the extent possible, until such time as both parties c;an mutually resolve their concerns or bring the matter before the CEO Board for review and recommended action. The CEO Board's decision shall be deemed final and binding. c) If ECSO and the User cannot informally resolve any non-critical dispute as to dispatch procedures, either party may request that the matter be brought before the ECSO CEO E3oard for resolution. If any such procedure is incompatible with ECSO's operating policies, ECSO shall notify the User of the reasons therefor while still implementing the procedure. The procedure will be implemented, to the extent possible, until such time as both parties can mutually resolve their concerns or bring the matter before the CEO Board for review and recommended action. The CEO Board's decision shall be deemed final and binding. d) ECSO shall train its personnel in those User procedures and regulations which may be deemed necessary to provide effective service. ECSO will provide orientation to User personnel as may be requested by the User. e) Scope 1) Provide PSAP Services on a 24/7 basis. 2 2) Provide Dispatch Services 2417, including status keeping and after-hours call- outs. 3) Perform pages and notifications per User agency procedure, or upon demand. 4) Perform radio and/or MDC broadcasts of administrative messages, attempts to locate and all-points bulletins. 5) Provide law enforcement access to DMV, NCIC, LEDS and as reasonably feasible, other Jackson County regional information systems as requested by eligible agencies. 6) Provide for the maintenance and update of the automated Geo-file and Master Street Address Guide. 7) Provide Phase II 911 mapping within dispatch, and as available to MDC's. 8) Maintain back-up communications systems. 3. quration and Amendment: a. This Contract shall be for a period of 12 months. The Contract term will begin at midnight on July 1, 2017, and end at midnight on June 30, 2018. USER agrees to notify the ECSO CEO Board Chair, in writing, no later than June 30 of any year for withdrawal effective July 1st of the following calendar year. Failure of USER to so notify ECSO will result in damages not less than the withdrawing party's share of the Agency's annual operations costs for the next fiscal year, as and for liquidated damages. k~. This Contract shall be subject to amendment only by written approval of both ECSO and USER. c;. All previous contracts with USER for similar services are terminated as of the effective date hereof. 4. User Advisory Groups: a. The Law Enforcement User Advisory Group and the FireIEMS User Advisory Group may meet monthly, or as may be needed to review dispatch procedures and develop common policies which will enhance mutual operations. k~. The USER shall be entitled to one voting representative on the Law and/or FireIEMS User groups for the purpose of representing the USER's special interests, service requirements and operational role within the Center. 5. ECSO Administrative Responsibility: a. ECSO shall have full authority and responsibility over hiring, training, discipline, scheduling and assignment of personnel assigned to perform and to supervise services provided under this Agreement. ECSO shall have full discretion and authority under emergent conditions to prioritize service among conflicting service 3 demands. b. ECSO may contract to provide services to other agencies at its discretion provided ECSO shall undertake no such obligation which has the effect of diminishing or degrading the level of service provided to the current Users. c;. The ECSO Director, or designee will communicate with the User agency on a regular basis to ensure continuity of service. d. Scope 1) Ensure appropriate staffing levels. 2) Provide scheduled system performance and activity reports. 3) Provide quarterly and annual performance reports. 4) Complete and maintain professional certifications. 5) Maintain State and Medical certifications. 6) Review and respond to in-service job performance inquiries. 7) Provide User community support. 6. Performance Standards: a. The CEO Board will review and approve a system for performance measurements. 7. Annual Budget Preparation: Draft budget figures will be developed by ECSO by the end of December of each year. On or about January 15th, the CEO Board will review and recommend modifications to the proposed budget. On or about February 15th the Intergovernmental Council will review and recommend modifications to the proposed budget. ECSO will make the recommended modifications and issue a preliminary budget in March. The budget will k~e adopted by the CEO Board no later than its June meeting, 8. Financial: a. USER shall pay ECSO the total sum of $436,911.95 in consideration of the services outlined in Paragraph 1 above for the Contract term. This amount shall not increase during the Contract term. k~. USER agrees to pay the charges as prescribed at a minimum in four (4) equal installments due each quarter. Payments shall be made to ECSO, 400 Pech Road, Central Point, OR 97502. c. If the installments are paid when due, no interest shall accrue on the unpaid balance of the Contract amount stated in a. above, but any overdue installment shall bear interest at one and three-quarters percent (13/ per month from its due date. d. State 911 tax revenue reimbursements to ECSO shall be maintained in a separate interest bearing fund independent of the ECSO general fund. 4 9. Property: During the term of this Contract, ECSO shall ensure the operation of all equipment and property in the CENTER as necessary to provide the services which are to be performed under this Contract, which services shall be in compliance with the operating standards, procedures, and rules adopted by ECSO. 10. Hold Harmless Clause: The parties shall hold each other harmless and shall indemnify the other from any and all causes of action, judgments, claims, damages, or otherwise arising out of its sole and solitary acts. 11. gefault: Upon default by USER of the payment terms of this Contract, said default existing for thirty (30) days, ECSO may terminate further provision of communication services to USER upon ten (10) day written notice to cure given to USER. ECSO may also terminate such services for default by USER of any other material term of the Contract upon thirty (30) day written notice to cure given to USER. 12. Arbitration: In the event a dispute arises under the terms of this Contract, the parties shall submit the dispute to binding arbitration in accordance with ORS Chapter 36. Notice of intent to arbitrate shall be given in writing to the other party. Within ten (10) business days of the Notice of Intent to Arbitrate, ECSO shall request a list of seven (7) names from the Jackson County Court Annexed Arbitrator List. The parties shall alternately strike one name from the list until only one name from the list remains. The USER shall strike first. The remaining individual shall be the Arbitrator. The striking shall be conducted no longer than ten (10) business days after receipt of the list. The rules applicable to the arbitration shall be the same as if the matter were being heard in a court annexed arbitration proceeding in Jackson County, except to the extent such rules address appeal or other recourse to the Court as the intent of the parties is that such arbitration k~e final and binding and the parties agree to be so bound by such decision. Each party shall initially bear the cost of arbitration equally, provided, however, that the prevailing party as determined by the arbitrator shall be entitled to an award by the arbitrator of its reasonable attorney fees and costs of the arbitration. 13. Savings Clause: If, during the period of this Contract, it is determined by judicial or arbitration ruling or by mutual agreement of the parties that a specific clause of the Contract is illegal under federal or state law, the remainder of the Contract not affected thereby shall remain in force. 14. Notices: Any notice required or permitted under this Contract shall be given when actually delivered or forty-eight (48) hours after deposited in the United States Mail as certified mail addressed to the address set forth below or to such other address as may be specified from time to time by either of the parties in writing. 5 ECSO: USER: Ashland Police Department EMERGENCY COMMUNICATIONS OF SOUTHERN OREGON 400 Pech Road Central Point, OR 97502 15. Signators: Signators to the Contract shall be: a. For ECSO: An authorized representative of ECSO. k~. For USER: An authorized representative of USER. IN WITNESS WHEREOF, the parties hereto execute this Contract. ECSO USER CEO Board, Chairman (Signature) Date (Print Name) Date 6 9-1-1 ~I EMERGENCY COMMUNICATIONS OF SOUTHERN OREGON EMERGENCY COMMUNICATIONS OF SOUTHERN OREGON TELECOMMUNICATIONS CONTRACT This Contract is made and entered into in duplicate this 1st day of July, 2017, by and between EMERGENCY COMMUNICATIONS OF SOUTHERN OREGON, an unincorporated association of governmental entities organized under ORS Chapter 190, hereafter "ECSO,"and ASHLAND FIRE DEPARTMENT hereafter "USER." WITNESSETH: WHEREAS, ECSO is an association of governmental entities organized under an Intergovernmental Agreement under the authority of ORS Chapter 190 and as a "local jurisdiction" under authority of ORS Chapter 403 for the purpose of implementing a primary 911 Public Safety Answering Point, hereafter "PSAP," capable of providing wireline and wireless phase I and phase II telephone services, collectively known as "PSAP Services" received at ECSO for the greater Jackson County area and Crater Lake National Park, and also capable of providing emergent and non-emergent public safety radio communications and dispatch services, to its Users collectively known as "Dispatch Services"; and WHEREAS, ECSO has a fully equipped and staffed telecommunications center, hereafter "CENTER" capable of delivering PSAP Services and Dispatch Services, and WHEREAS, USER desires that ECSO provide it with the aforementioned services, and NOW, THEREFORE, in consideration of the mutual undertakings and obligations set forth herein, the parties covenant and agree as follows: 1. Telecommunications Connectivity and Maintenance: a) ECSO shall have responsibility for maintenance and support of communication lines and equipment and to contract with Century Link, its subsidiaries, successors or other approved Contractors for 911 lines and equipment, and to provide for maintenance of other equipment and software required for effective operation of the system. b) ECSO Information Technology (IT) staff or agents will provide andlor manage the installation, implementation, maintenance and support of ECSO lines and ECSO owned equipment necessary to transmit telephone, radio and wireless signals between the User and ECSO. Except as provided in c) below, User remains responsible for maintenance of its side of the telecommunications link. The cost of accomplishing and maintaining this linkage for all participating agencies will be shared as part of the ECSO technical operating budget. i c) Scope 1) Maintain mobile communication terminals as it pertains to dispatch and 911 services provided by ECSO. The cost of any equipment to make such repairs shall be borne by the User Agency. 2) Assist with the User Agency's strategic planning for related projects which they may wish to pursue. 3) Provide connectivity to the MDC interface with CAD. 4) Provide connectivity to the RMS interface. 5) Provide connectivity to the Fire reporting interface. 6) Provide dispatch specific connectivity to the Mercy Flights Ambulance interface. 7) Provide connectivity to the ARS field reporting system. 2. Services: a) The User shall have local control over the manner in which its calls-for-service are processed and prioritized for dispatch by ECSO. b) The User may only designate a particular procedure change as critical where the change is required by court order or other severe mitigating circumstances. ECSO shall, to the extent possible, implement immediate procedures which accommodate the change. If any such procedure is incompatible with ECSO's operating policies, ECSO shall notify the User of the reasons therefor while still implementing the procedure. The procedure will be implemented, to the extent possible, until such time as both parties can mutually resolve their concerns or bring the matter before the CEO Board for review and recommended action. The CEO Board's decision shall be deemed final and binding. c) If ECSO and the User cannot informally resolve any non-critical dispute as to dispatch procedures, either party may request that the matter be brought before the ECSO CEO Board for resolution. If any such procedure is incompatible with ECSO's operating policies, ECSO shall notify the User of the reasons therefor while still implementing the procedure. The procedure will be implemented, to the extent possible, until such time as both parties can mutually resolve their concerns or bring the matter before the CEO Board for review and recommended action. The CEO Board's decision shall be deemed final and binding. d) ECSO shall train its personnel in those User procedures and regulations which may be deemed necessary to provide effective service. ECSO will provide orientation to User personnel as may be requested by the User. e) Scope 1) Provide PSAP Services on a 2417 basis. 2 2) Provide Dispatch Services 2417, including status keeping and after-hours call- outs. 3) Perform pages and notifications per User agency procedure, or upon demand. 4) Perform radio andlor MDC broadcasts of administrative messages, attempts to locate and all-points bulletins. 5) Provide law enforcement access to DMV, NCIC, LEDS and as reasonably feasible, other Jackson County regional information systems as requested by eligible agencies. 6) Provide for the maintenance and update of the automated Geo-file and Master Street Address Guide. 7) Provide Phase II 911 mapping within dispatch, and as available to MDC's. 8) Maintain back-up communications systems. 3. Duration and Amendment: a. This Contract shall be for a period of 12 months. The Contract term will begin at midnight on July 1, 2017, and end at midnight on June 30, 2018. USER agrees to notify the ECSO CEO Board Chair, in writing, no later than June 30 of any year for withdrawal effective July 1st of the following calendar year. Failure of USER to so notify ECSO will result in damages not less than the withdrawing party's share of the Agency's annual operations costs for the next fiscal year, as and for liquidated damages. k~. This Contract shall be subject to amendment only by written approval of both ECSO and USER. c:. All previous contracts with USER for similar services are terminated as of the effective date hereof. 4. User Advisory Groups: a. The Law Enforcement User Advisory Group and the Fire/EMS User Advisory Group may meet monthly, or as may be needed to review dispatch procedures and develop common policies which will enhance mutual operations. b. The USER shall be entitled to one voting representative on the Law and/or FireIEMS User groups for the purpose of representing the USER's special interests, service requirements and operational role within the Center. 5. ECSO Administrative Responsibility: a. ECSO shall have full authority and responsibility over hiring, training, discipline, scheduling and assignment of personnel assigned to perform and to supervise services provided under this Agreement. ECSO shall have full discretion and authority under emergent conditions to prioritize service among conflicting service 3 demands. b. ECSO may contract to provide services to other agencies at its discretion provided ECSO shall undertake no such obligation which has the effect of diminishing or degrading the level of service provided to the current Users. r,. The ECSO Director, or designee will communicate with the User agency on a regular basis to ensure continuity of service. d. Scope 1) Ensure appropriate staffing levels. 2) Provide scheduled system performance and activity reports. 3) Provide quarterly and annual performance reports. 4) Complete and maintain professional certifications. 5) Maintain State and Medical certifications. 6) Review and respond to in-service job performance inquiries. 7) Provide User community support. 6. Performance Standards: a. The CEO Board will review and approve a system for performance measurements. 7. Annual Budget Preparation: Draft budget figures will be developed by ECSO by the end of December of each year. On or about January 15th, the CEO Board will review and recommend modifications to the proposed budget. On or about February 15th the Intergovernmental Council will review and recommend modifications to the proposed budget. ECSO will make the recommended modifications and issue a preliminary budget in March. The budget will be adopted by the CEO Board no later than its June meeting, 8. Financial: a. USER shall pay ECSO the total sum of $193,448.79 in consideration of the services outlined in Paragraph 1 above for the Contract term. This amount shall not increase during the Contract term. b. USER agrees to pay the charges as prescribed at a minimum in four (4) equal installments due each quarter. Payments shall be made to ECSO, 400 Pech Road, Central Point, OR 97502. c. If the installments are paid when due, no interest shall accrue on the unpaid balance of the Contract amount stated in a. above, but any overdue installment shall bear interest at one and three-quarters percent (13/ per month from its due date. d. State 911 tax revenue reimbursements to ECSO shall be maintained in a separate interest bearing fund independent of the ECSO general fund. 4 9. Property: During the term of this Contract, ECSO shall ensure the operation of all equipment and property in the CENTER as necessary to provide the services which are to be performed under this Contract, which services shall be in compliance with the operating standards, procedures, and rules adopted by ECSO. 10. Hold Harmless Clause: The parties shall hold each other harmless and shall indemnify the other from any and all causes of action, judgments, claims, damages, or otherwise arising out of its sole and solitary acts. 11. Defa u It: Upon default by USER of the payment terms of this Contract, said default existing for thirty (30) days, ECSO may terminate further provision of communication services to USER upon ten (10) day written notice to cure given to USER. ECSO may also terminate such services for default by USER of any other material term of the Contract upon thirty (30) day written notice to cure given to USER. 12. Arbitration: In the event a dispute arises under the terms of this Contract, the parties shall submit the dispute to binding arbitration in accordance with ORS Chapter 36. Notice of intent to arbitrate shall be given in writing to the other party. Within ten (10) business days of the Notice of Intent to Arbitrate, ECSO shall request a list of seven (7) names from the Jackson County Court Annexed Arbitrator List. The parties shall alternately strike one name from the list until only one name from the list remains. The USER shall strike first. The remaining individual shall be the Arbitrator. The striking shall be conducted no longer than ten (10) business days after receipt of the list. The rules applicable to the arbitration shall be the same as if the matter were being heard in a court annexed arbitration proceeding in Jackson County, except to the extent such rules address appeal or other recourse to the Court as the intent of the parties is that such arbitration be final and binding and the parties agree to be so bound by such decision. Each party shall initially bear the cost of arbitration equally, provided, however, that the prevailing party as determined by the arbitrator shall be entitled to an award by the arbitrator of its reasonable attorney fees and costs of the arbitration. 13. Savings Clause: If, during the period of this Contract, it is determined by judicial or arbitration ruling or by mutual agreement of the parties that a specific clause of the Contract is illegal under federal or state law, the remainder of the Contract not affected thereby shall remain in force. 14. Notices: Any notice required or permitted under this Contract shall be given when actually delivered or forty-eight (48) hours after deposited in the United States Mail as certified mail addressed to the address set forth below or to such other address as may be specified from time to time by either of the parties in writing. 5 ECSO: USER: Ashland Fire Department EMERGENCY COMMUNICATIONS OF SOUTHERN OREGON 400 Pech Road Central Point, OR 97502 15. Signators: Signators to the Contract shall be: a. For ECSO: An authorized representative of ECSO. b. For USER: An authorized representative of USER. IN WITNESS WHEREOF, the parties hereto execute this Contract. ECSO USER CEO Board, Chairman (Signature) Date (Print Name) Date 6 i n it Business Meetin Cou c Title: Verde Village Trust Deed Subordination From: Derek Severson Senior Planner derek.severson(a~ashland.or.us Summary: This item seeks to subordinate a trust deed. The trust deed secures an obligation by Wilma, LLC, the original property owners of the Verde Village Subdivision, and their successors Verde Village Development, LLC to pay the City of Ashland $180,000 in the event that Wilma, LLC fails to abide by a 2008 agreement to complete amulti-use path extension and install and maintain associated landscaping incompliance with the 2007 Verde Village Development Agreement. Actions, Options, or Potential Motions: I move to approve the request for the City to take a subordinate position with the trust deed and authorize the City Administrator to sign subordination agreements. Staff Recommendation: Staff recommends that the Council approve the request for the City to take a subordinate position with the trust deed and authorize the City Administrator to sign subordination agreements for the construction and land loans. Resource Requirements: The requested subordination would not have a determinable impact on the City's finances. Policies, Plans and Goals Supported: Council Goal 13: "Develop and support land use and transportation polices to achieve sustainable development." Background and Additional Information: The construction of Phase I, the cottages of the Verde Village Subdivision is underway. Infrastructure installation is complete, buildings are under construction and roughly 50 percent of the units have sold or are under contract. The first units are complete with residents moving in. The civil :plans for infrastructure to serve Phase II, the single family portion of the Verde Village Subdivision, have been approved; on-site preconstruction conferences have occurred; and site preparations have begun for the construction of the new streets, utilities, revised Dog Park access, and the extension of the public multi-use path from its current terminus south of the Dog Park to Nevada Street along Ashland Creek. The path route has been delineated on site, blackberries removed and tree protection fencing installed in preparation for the path installation to begin. Page 1 of 2 C i? Y O F SHLAN With the original subdivision approval in 2007, the applicants were required to provide security for the installation of the path and the associated landscaping on both sides. This was provided in the form of a trust deed which was secured by the Phase II property in the amount of $180,000. This Trust Deed secures an obligation by the property owner to pay the City in the event that the property owner fails to abide by the 2007 Development Agreement and install and maintain the path and associated landscaping. In order to obtain a construction loan as they move into the construction of Phase II, the property owners are requesting that the City subordinate their lien position from first to third. This would place the City behind the construction loan and the land loan. Once the construction loan is obtained, the applicants estimate that the path and associated landscaping would be complete in approximately four months. The applicants will continue to be responsible for the maintenance of the plant materials for a period of two years after the initial planting. The "Agreement for Construction of Required Improvements and Installation and Maintenance of Plant Materials" provides that the security may be reduced to the amount needed to replace plants once the path and plants are installed. Attachments: I. Applicants' Request 2. Agreement for Construction of Required Improvements and Installation and Maintenance of Plant Materials 3. Trust Deed 4. Subordination Agreement Page 2 of 2 C l? Y O F SHLAN May 1St, 2017 City of Ashland Attn: John Karns, Interim City Administrator 51 Winburn Way Ashland, OR 97520 Subject: Partial Re-conveyance -Verde Village, Phase II -May 16th Council Agenda The property owners of the Verde Village residential subdivision, Verde Village Development, LLC, are pleased to announce construction and sales are going well. Phase I is partially complete with roughly 50% of the homes sold or contracted for by conscientious buyers looking for an environmentally friendly home. All of the infrastructure plans for Phase II have been permitted and we've begun initial site preparation for the new streets, revised Dog Park entry road and the extension of the public multi-use path. As the Council likely recalls, the public multi-use path will extend from the end of the current multi-use path just south of Dog Park, to Nevada Street along Ashland Creek. At the time of the initial hearings in 2007, the Council desired some security for the path's construction, which include landscaping and. irrigation improvements on both sides of the path. This security was in the form of a trust deed, modified in 2015, secured by the Phase II property in the amount of $180,000. The trust deed secures an obligation of the property owner to pay the City of Ashland $150,000 in the event the property owners fail to abide by the 2007 Verde Village Development Agreement (fails to install). However, in order to complete the work and obtain a construction loan as we move into Phase II's construction, the property owners would like to request the City of Ashland subordinate their lien position from 1St to 3rd position. The City's lien position would follow the construction loan and the land loan. Once the construction loan is obtained and the project's public multi-use path and landscaping are installed and `'accepted" by the City, the City Council would then release the lien as the subdivision's condition of approval to install the path and landscaping would then be satisfied -hopefully in about 4 months. The trust deed, regardless of its position, will remain in place for the duration of the path's construction to ensure the path is constructed to City standards, along with the rest of the project's infrastructure improvements. At the time of this writing, all necessary permits and entitlements have been issued and construction equipment has moved onto the site and initial road work has already begun. The property owners are working diligently and in good faith In order to provide this public amenity and look forward to its public use, but desire some flexibility in order to process the construction loan with the bank. Sincerely, Mark Knox Verde Village Development, LLC ~ t AGREEMENT FOR CONSTRUCTION OF REQUIRED IMPROVEMENTS AND INSTALLATION AND MAINTENANCE OF PLANT MATERIALS This Agreement by and between Ashland Flower Shop and Greenhouses, Inc., together with WILMA, LLC, (development cornpany~, their successors and assigns, (hereinafter collectively referred to as the "OWNER/DEVELOPER and the City of Ashland, a municipal corporation located and being in Jackson County, Oregon, (hereinafter ref erred to as the "CITY"); 'WITNESSETH ~VV'IiEREAS, the Ashland Flower Shop and Greenhouses, Inc. is the current Owner of 'Verde Village, a Planned Community within the City of Ashland, Jackson County Oregon; and WHEREAS, WILMA, LLC is the development company acquiring Verde Village; and WHEREAS, on December 20~ ~OO7 OWNER/DEVELOPER received from the City of Ashland approval of an Ordinance approving the Verde Village Development i Agreement, a land use decision, including but not limited to approval of a real property exchange, annexation, comprehensive plan amendment, zoning map ~ I amendment, outline plan approval, street exception, physical and environmental constraints permit and tree removal permit; Verde Village Agreement for Required Improvements and installation on Plant Materials j 4 t i i Y y WHEREAS, property to be conveyed to the CITY for parks purposes {hereinafter Park Corridor} pursuant to the above referenced approvals is move particularly described in Exhibit "A" attached hereto and made a part hereof by this i reference, 1 WHEREAS, prior to or concurrent with the exchange property to the City, O'WNER/DEVELOPER is requixed by the Verde Village Development Agreement, [Section Z6, as well as Exhibit G and Exhibit E, Conditions 5, and 17~, to enter into G this Agreement and to provide financial securi#y for the construction of a multi-use s path on the Park Corridor as weal as to provide for the restoration and enhancement of the Park Corridor riparian axeas and areas disturbed by the path construction; NOW THEREFORE, in consideration of the mutual promises contained herein, OWNER/DEVELfJPERand CITY agree as follows: The above recitations are true and correct and are incorporated herein by this reference; and r Z. The OWNER/DEVELOPER shall obtain approvaX of a Final Plan for construction of the xnulti•use path on the Park Corridor as well as approval of the xiparian restoration and enhancement plan {hereinafter "required improvements" and "required plant materials"} on ar before July 17, 2408 consistent with Exhibit F of P ,x Verde Village ,Agreement for Required Improvements and Installation on Plant Materials ~ 1. f, 3~ fi Y, ii 4 1 s the Verde Village Development Agreement and all other Perms and conditions of the Development .Agreement and associated approvals. 3, The ~WNERIDEVELOPER shall construct or cause to be constructed the required improvements on the Park Corridor in accordance with approved plans, this Agreement and the Verde Village Development Agreement and associated approvals. 4, The QWNER/DEVELQPER shall install the required plant materials, including the required restoration and enhancemen# of the riparian areas and disturbed areas in ,accordance with approved plans, this Agreement and the Verde Village Development Agreement and associated approvals 5, QWNER/DEVELOPER, i#s licensed Contractors and professionals, are expressly granted permission to enter the City Park Corxxdor, identi#ied in Exhibit A, pursuant to this Agreement and a separate license agreement, at reasonable times and may perform the work called for under this .Agreement in accordance with approved plans, terms and conditions. The obligations of the Verde Village Development Agreemen#, a Land use decision, including the obligations to construct the required improvements and installation of plant materials under this Agreement are land use conditions of approval. Consistent with the disclaimers in the Verde Village Development Agreement, incorporated herein by this reference, the Verde Village Agreement for Required Improvements and Installation on Plant Materials 6 OwNER/DEVELOPER, its Contractors and professionals are not the agents of the Cf'1'Y and are solely responsible for construction of the required improvements and installation v# required plant materials in accordance with all applicable federal, s#ate and local regulations. 6. Construction of the required improvements must be commenced no later than six (G} months after the date of Final Development Plan Approval and shaIl be completed no later than July 17, Zo11, The OwNER/DEVELOPER, its t 1 i representative or consultant shall certify, subject to City verification by the Ashland ' s Public works Director and Community Development Director, that the required improvements and plant materials have been installed by the time specified in the approved timetable of development. OWNERIDEVELOPER shall pay the any G, established inspection fees associated with City Engineering Department inspection l IE 17 `of required improvements. 7. The OwNER1DEVELOPER by executing this Agreement, hereby . warrants and guarantees the construe#~on of the required improvements and the ,y survival of all required plant materials (at Least 80% survival rate for plant materials} a un#i1 two years after the ci verifies that lant materials have been installed. P F' Concurrent with execution of this Agreement, the OWNERIDEVELOPER is Is L~ providing fihe City with financial security in form of a promissory note from wILMA, i£ a S Verde pillage Agreement for Required Improvements and installation on Plant Materials 7 u _ . - - - - T , LLC, the amount of $ 400,000, a true copy of which is set forth as Exhibit "B", attached hereto and made a part hereof by this reference. ~griginals shall be maintained by the City Recorder). This promissory note will be replaced by another promissory note in the event the bids for the required improvements are Tess than $400,000. ~'VVILMA, LLC shall replace the Promissory Note or replacement promissory note, within GO days of execution of this Agreemen# with a clean standby letter of credit, a bond, trust deed, or other security instrument in the above designated amount in a form acceptable to the City of Ashland Community Development Director and City Attorney, OWNER/DEVELQPER expressly agrees that failure to replace the promissory note wi#h other approved security in the time provided is a breach of,this Agreement and shall trigger revocation proceedings in accordance with the Verde Village Development Agreement. 8. The security required by this Agreement shall represent 110% of the estimated cost of the required impxovemen#s and 110% of the estimated cast of the required plant material installation, including restoration and enhancement. To ensure monitoxing, maintenance, and survival of the required plant materials, the required security shall not expire and sha11 remain available to the City for a period of 3 months beyond the Agreement survival deadline Notwithstanding the above awNERfDEVEL4PER Wray provide security which expires prior to the time period Verde Village Agreement for Required Improvements and Installa#ion on Plant Materials 8 provided, provided new replacement security with a later expiration date is substitu#ed before the expiration date,) The Parties agree that after construction of the required improvements and initial restoration and enhancement and installation of required plant rna#erials, the amount of security may be reduced to cover only the cost of reinstallation of plant materials. 9, The required improvement and re aired lant materials shall be ~ p installed, monitored, maintained and re-installed as necessary in full compliance 1 with the specifications and requirements of City of Ashland, including but not limited to Public works Con structxon Standards and Communify Development Department standards for plant materials, as well as all approved plans and approval conditions. At the completion of the monitoring period, OVI~NER/DE~t~ELOPER shall • o certify 80 /o survival of the plant maternal and following nnspect~on confirming r completion and survival by the City, the security shall be released to OwNER1DEVELOPER, 10, fn the event the required improvements and plant materials are not r. `4 Constructed and installed in compliance with this Agreement or the terms and conditions of the approvals referenced or inco orated herein, the Ci shall have and ~ ~ is hereby granted the right, including a right of entry over and across r. OWI1lER1DEVELOPER's lands, to cause the required improvements and plant C I; Verde Village Agreement for Required Improvements and Installatlo~n on Plant Materials 9 i t materials to be installed, monitored, maintained or re-installed and #o use the security provided herewith for payment of all costs and expenses incurred in the. completion thereof, including but nat limited to, engineering, consultant, legal and con#ingent costs. Furthermore, it is agreed by the parties hereto that City shall be reimbursed, from the security provided, for any direct or reasonable consequential damages specifically related to this Agreement, which the City znay sustain as a result of the failure of OwNER/DE~'ELOPER to carry out and execute all of the provisions of this Agreement, City shall have the option to complete the required improvements with City employees and equipmen#, or pursuant to public advertisement and receipt of bids {or quotes as applicable}, in the event of OwNERlDEVELOPER's failure or refusal to do so in accordance with the tuns of this Agreement. In the event that the total costs incurred by the CITY in performance of the work shall exceed the amount of security provided, such additional costs shall j be paid by OWNERIDE~ELOPER on written demand by the City Administrator, or his designee. 11. THE OWNER/DEVEIJOPER IS RESPONSIBLE FOR NOTIFYING CITY IN WRITING UPON COMPLETION OF THE'WORK REQUIRED HEREIN, 12, Prior to execution of City's rights to perform the work and utilize the M G~ h security provided under this Agreement, the City shall send written notice of the J Verde Village Agreement f ox Required Xm.pxovements and Installation on Plant N#aterials 10 l f M i~ ~S, alleged failure to comply with the terms of this Agreement, or of the incorporated approval terms and candztions, to OWNER/DEVELOPER by certified mail, return receipt requested and permit OWNEitlDEVELOPER fifteen {15) working days to cure the alleged violation ar to appear before the City Council at the next available public meeting following the notice period and show cause why the City should not exercise its rights under this Agreement. OWNERIDEVELOPER designates the following pexson as its representative to be contacted and to receive all no#ices regarding this Agreement: Greg'Williams 744 Heiman Street Ashland, OR 975zQ Phone: (541} 2b1-2712 or (541} 482-5358 l 1 IN WI'T`NESS WHEREOF, the parties hereto have executed these presents on i the dates indicated below, 'T'he date of this Agreement shall be the date on which this Agreement was executed by all parties, OWNER Ashland Flower Shop and Greenhouses, Inc., f Grego .Williams, President s Y ~?ated Z 2 r ii Y Verde Village Agreement far Required Improvements and installation on Plant Materials 11 ~ ~ i n h li aa 7 i :i ~t . _ ~ . . - - . ~ _ n s DEVELaPER Wilma, LLC Gregory D it lam , anaging Membex Dated; i~ ~ ~ STATE QF OREGGN ) } Counfiy of Jackson ) The foregoing instrument was acknowledged before me this day , of ~ 2408, by Gregory D. Williams, as President and authorized agent of Ashland Flower Shop and Greenhouses, Inc. Notary Public f ar 0 egon Niy Commission Expires; ~1~ roved as to Form: ~~-~u~a~.a~, DI=1+ICIAI sEAI DANA ~ NOTAflY PUBLIC-OHSOON o $lackhurst, CoMINf581AN N0. +~84 irlY CO~+tMiS81CMi ~(PIiRES MAY 2, 2014 Attorney far QWNER/DEVEL~PER STATE OF OREGON) } Coun#y of Jackson } The foregoing ~anstrument was acknowledged before me this day oI C 0 2008, by Gregory D. Williams, as Managing 1Vlember and authorized E 3 agent of Wilma, LLC. oIrFl~~.s~A~ Notary Public for Gregon flfAN~► A. ANT My Commission Expires: + ~ NOTARY PUBLIC-4REDON cOMM1S8101d N0. X05584 MY COl~IMISSI01~ a(PIRSS MAY 2, 2010 Verde Village Agreemenfi far Required Improvements and Instailatian an 1'Iant Materials 12 K h 1 ~ . . ii ~i( CITY OF ASHLAND r N` its Adam' istrator Dated; STATE OF OREGON ) County of Jackson T fo a oin instrument was acknowred ed before me this da of g g ~ Y 2008, by Martha Bennett, as Administrator and authorized agent of City of Ashland. Notary Public for Oregoan My Commission Expires: - b( b APPROVED AS TO FORM o~~~c~p~ sou gtANA SHiPLET' . Nar~RY ~ue~.~c-oR~Q4N Ca~iMiSSI~! N0.40f~84 Richard ceI10 MY COMMEas=OA' ~J(P1R~S MAY 2, 2fltfl City Attorney i I Verde Village Agreement for Re9uired Improvements and ~nstallatian an Plant Materials 13 i EXHIBIT "A" LEGAL DESCRIPTION Parcel 4 of Partition Plat P~64~208 recorded November 18, 2008 in the Record of Partition Plats in Jackson County, Oregon, and filed as Survey No, 24231 in the Office of the County Surveyor. i 3 i i i i I I t I k J } J I~ I' i~ ~1 7 3~ 11 j 4 ti .Y q i'k'l 9 f 2 Verde Village Agreement for Requirement Improvements and Installation on Plant Materials 14 PR~MISS~RY NOTE NOV 2 ~ X008 i./ 1 f r »rr~r~rr~sr~~r~• $400,000 Ashland, Oregon November 2008 "Payor", the undersigned limited liability company, promises to pay to the order of the City of Ashland, a municipal corpora#ion, as "Payee", at Ashland, Qregon, the sum of Four Hundred Thousand Collars x$400,000}, with no interest thereon, in the event it defaults under that "Agreement For Construction of Required Improvements and Ins#allation and Maintenance of Plant Materials" ~"Agreement"}, a copy of which is attached hereto and incorporated herein by this reference. Said default shall occur after Payor has received written notice of Payor's failure to comply with the terms of the Agreement and Payor's subsequent failure to cure the non=compliance within the fifteen X15} day cure period. Attorney Fees; if this promissory note is placed in the hands of an attorney for collection, payor promises and agrees to pay the reasonable attorney's fees and collection costs of the balder hereof, and if suit ar action is filed hereon, also promise to pay ~1 }holder's reasonable attorney's fees to be fixed by the trial cour#, and ~2} if any appeal is taken from any decision ofthe trial court, such further sum as may be fixed by the appellate court, as the holder's reasonable attorney's fees in the appellate court. 1JVILMA, LL _ By: g ills Its: ana in Member g9 j I I~ 3 I t t i i i Jackson Gounty0fficial Records ~00~.02~~~~ R-TD Cnt-1 Stn-6 HELMANC~7lZ412009 01:51:17 PM $65.00 $10,00 $5.00 $11.00 Total:$91.00 a~ ~ = !~(`Cr1YYG f~R~ Return to: 013es434200900Z85B1013013T I, Chrittinr Wdkrr, County Clrrk for Jackaan County, orrpon, urtl(y Richard Appicello that thr Inotrumrnt IdrntiArd hrnln was ncordrd In thr Clrrk ncorda, Christine Walker -County Clerk Ashland City Attorney 24 E. Main St. Ashland, OR 9754 Y~usT aE~o TRUST DEED "Security Instrument"} is made on July 2009 THIS ~ BY "Grantor": vvILMA LI.C whose address is 744 Helman St., Ashland, OR 97520 TO "Trustee": FIRST AMERICAN TITLE INSURANCE COMPANY OF OREGON having its office at X70 Lithia Way, Ashland OR 97520 FOR THE BENEFIT OF "Beneficiary": CITY OF ASHLAND whose address is 20 E. Main Street Ashland, OR 97520 On November 24, 2008, Beneficiary, Grantor and Ashland Flower Shop and Greenhouses, lnc. entered into an "Agreement for Construction of Required Im rovements and installation and Maintenance of Plant Materials (Agreement As p art of the Agreement, Grantor executed a Promissory Note on November 24, 2008, ~n p favor of the Beneficiary in the sum of $400,000. Said Promissory Note was cancelled and re ~ laced by a Promissory Note, dated l l , 2009, in the sum of p 180 000. The A reement was amended on Ju y 17, 2009 to reflect the execution of $ 9 the re lacement note in the sum of $180,000 and the extension of certain timelines. p Grantor is responsible to pay said sum in the event it defaults under the Agreement as amended. The Promissory Note, as it may be modified, extended; or replaced from time to time, is referred to in this Security instrument as the Nate. This Security Instrument secures to Beneficiary; (a) the repayment of the debt evidenced by the Note and all renewals, extensions and modifications; and tb} the erformance of Grantor's covenants and agreements under this Security Instrument P and the Note. Far valuable consideration, receipt of which is hereby acknowledged; far the ur oses stated above; and far the purpose of securing the Obligations described in pp Section 1.01 below, Grantor irrevocably grants, bargains, sells, conveys, assigns, and transfers to Trustee in trust for the benefit and security of Beneficiary, with power of sale all of Grantor's right, title, and interest in and to the real property located in 1 Jackson County, State of Oregon, and more particularly described. in Exhibit A attached to, and incorporated by this reference into, this Security Instrument, TOGETHER WITM (1) all dwellings and other improvements now or hereafter located thereon, (2) all easements, tenements, hereditaments, rights and appurtenances relating thereto, (3} all replacements and additions thereto, (4}all awards for any taking of all or any portion thereof, (collectively, the "Trust Property"}. This Security Instrument, the Note, the °Agreement for Construction of Required Improvements and installation and Maintenance of Plant Materials" and all other agreements executed at any time ~n connection therewith, as they may be amended or supplemented from time to time, are sometimes collectively referred to in this instrument as the "Loan pocuments." GRANTOR AND BENEFICIARY COVENANT AND AGREE AS FOLLOWS. ARTICLE QNE: Particular Covenants and Warranties of Grantor 1.01 Obligations Secured. This Security Instrument secures the payment of principal, and the performance of all covenants and obligations of Grantor, under the loan documents including but not limited to the Note, this Security Instrument, and the Agreement whether such payment and performance is now due or becomes due in the future (collectively, the "obligations"). 1.02 Payment and Performance. Grantor shall pay and perform all of the Obligations when due. 1.03 Property. Grantor warrants that Grantor holds good and merchantable title to the Trust Property, free and clear of all liens, encumbrances, reservations, restrictions, easements, and adverse claims except those specifcally identified on Exhibit B attached to this Security Agreement. Grantor covenants that it shall forever defend Beneficiary's and Trustee's rights under this Security Instrument and the priority of this Security Instrument against the adverse claims and demands of all persons. 1.04 Further Assurances. Grantor shall execute, acknowledge, and deliver, from time to time, such further instruments as Beneficiary or Trustee may require to accomplish the purposes of this Security Instrument. 1.0~ Compliance with Laws. Grantor represents, warrants, and covenants that the Trust Property is currently in material compliance with, and will at all times be maintained in material compliance with, all applicable laws, and all covenants, conditions, easements, and restrictions affecting the Trust Property. 1.ofi Environmental Compliance (1} Far purposes of this section, "Environmental Law" means any federal, state, or local law or regulation now or hereafter at any time pertaining to Hazardous Substances or environmental conditions. Far purposes of this section, "Hazardous Substance" includes, without limitation, any substance that is or becomes classified as hazardous, dangerous, or toxic under any federal, state, or local law or regulation. (2} Grantor will not use, generate, store, release, discharge, or dispose of on, under, or about the Trust Property or the groundwater thereof any Hazardous Substance and will not permit any other person to do so, except for storage and use of 2 such Hazardous Substances (and in such quantities) as may commonly be used for household purposes, provided such substances are stored and used in compliance with all Environmental Laws. Grantor will keep and maintain the Trust Property in compliance with all Environmental Laws. (3} Beneficiary shall have the right to participate in any legal proceeding initiated with respect to the Trust Property in connection with any Environmental Law and have its attorney fees paid by Grantor. If, at any time, Beneficiary has reason to believe that any violation of this Section 1.06 has occurred or is threatened, Beneficiary may require Grantor to obtain or may itself obtain, at Grantor's expense, an environmental assessment by a qualified environmental consultant. Grantor shall promptly provide to Beneficiary a complete copy of any environmental assessment obtained by Grantor, (4) if any investigation, monitoring, containment, cleanup, or other remedial work of any kind is required on the Trust Property under any applicable Environmental Law or by any governmental agency or person in connection with a release of a Hazardous Substance, Grantor shall promptly complete all such work at Grantor's expense. (5) All representations, warranties, and covenants in this Section 1.06 shall survive the satisfaction of the Gbligations, the reconveyance of the Trust Property, or the foreclosure of this Security Instrument: '1.07 Maintenance and Improvements; Inspections. Grantor shall r~ot permit the Trust Property or any part thereof to be removed, demolished, or materially altered without Beneficiary's prior written consent. Grantor shall maintain the Trust Property, and every portion thereof, in good repair and condition, except far reasonable wear and tear, and shall at Beneficiary's election restore, replace, ar rebuild the Trust Property or any part thereof now or hereafter damaged or destroyed by any casualty (whether or not insured against or insurable} or affected by any Condemnation. Grantor shall not commit or suffer any waste or strip of the Trust Property. Beneficiary or its agent may make reasonable entries upon and inspections of the Trust Property. Beneficiary sha11 give Grantor notice at the time of ar prior to an inspection specifying reasonable cause for the inspection. 1.08 Liens. Grantor shall pay when due all claims far labor and ma#erials that, if unpaid, might become a lien on the Trust Property. Grantor shall not create or suffer any lien, security interest, or encumbrance on the Trust Property that may be prior to, or on parity with, the lien of this Security Instrument, except as expressly approved in writing by Beneficiary or as permitted in Section 1.09. Beneficiary agrees to subordinate this Trust Deed to a trust deed or other security instrument that is used as security for a construction loan used #or the construction of improvements of Verde Village. ~,~9 Impositions Grantor shall pay when due all taxes, assessments, fees, and other governmental and nongovernmental charges of every nature now or hereafter assessed against any part of the Trust Property or on the lien or estate of Beneficiary or Trustee therein (collectively, the "Impositions"}; provided, however, that if bylaw any such Imposition maybe paid in installments, Grantor may pay the same in r r installments, together with accrued interest on the unpaid balance thereof, as they become due. Grantor shall furnish to Beneficiary promptly on request satisfactory evidence of the payment of all Impositions. Beneficiary is hereby authorized to request and receive from the responsible governmental and nongovernmental personnel written statements with respect to the accrual and payment of all Impositions. 1.14 ~,imitatians of Use. Grantor shall not initiate or consent to any rezoning of the Trust Property ar any change in any covenant or other public or private restrictions limiting or defining the uses that may be made of the Trust Property without the prior written consent of Beneficiary. 1.11 Actions to Rrotect Trust Property; Reserves ~1) If Grantor sha11 fail to pay, perform, or observe any of its covenants hereunder, Beneficiary may, but shall not be required to, take such actions as it deems appropriate to remedy such failure. All sums, including reasonable attorney fees, so expended, or expended to maintain the lien or estate of this Security Instrument or its priority, or to protect or enforce any of Beneficiary's rights hereunder, shall be a lien on the Trust Property, sha11 be secured by this Security Instrument, and shall be paid by Grantor on demand, together with interest thereon at the rate provided in the Note. No payment or other action by Beneficiary under this section shall impair any other right or remedy available to Beneficiary or constitute a waiver of any Event of Default. ~2) If Grantor fails to perform promptly any of its obligations under Section 1.09 of this Security Instrument, Beneficiary may require Grantor thereafter to pay and maintain with Beneficiary reserves for payment of such obligations. (n that event, Grantor shall pay to Beneficiary each month a sum estimated by Beneficiary to be sufficient to produce, at least 20 days before due, an amount equal to the Impositions, If the sums so paid are insufficient to satisfy any Imposition when due, Grantor shall pay any deficiency to Beneficiary on demand. The reserves may be commingled with Beneficiary's other funds. Beneficiary shall credit to Grantor interest an such reserves at the minimum rate required from time to time by applicable law. Beneficiary shall not hold the reserves in trust for Grantor, and Beneficiary shall not be the agent of Grantor for payment of the taxes and assessments required to be paid by Grantor. ARTICLE TwO: Condemnation Should the Trust Property or any part thereof be taken or damaged by reason of any public improvement, eminent domain, condemnation proceeding, or in any other manner ~a "Condemnation"), or should Grantor receive any notice or other information regarding such action, Grantor shall give immediate notice thereof to Beneficiary. Beneficiary shall be entitled to all compensation, awards, and other payments or relief therefor ("Condemnation Proceeds") up to the full amount of the Obligations, and may appear in any Condemnation proceeding in its own or Grantor's name and make any settlement in connection therewith. Beneficiary may, at its option, apply the Condemnation Proceeds to the Obligations or release the proceeds to Grantor, on such terms and conditions as Beneficiary elects, for restoration of the Trust Property. 4 ~ ' r ARTICLE THREE; Security Agreement and Fixture Filing To secure the Obligations, Grantor hereby grants to Beneficiary a security interest in all fixtures located on the Trust Property. This Security Instrument shall constitute a security agreement and fixture filing under the Uniform Commercial Code statutes of the state of Oregon. The mailing address of Grantor and the address of Beneficiary from which information may be obtained are set forth on Page 1 of this Security Instrument. ARTICLE FOUR; Events of Default; Remedies 4.01 Events of Default. Each of the fallowing shall constitute an Event of Default under this Security Instrument and under each of the other Loan Documents: {7} Nonpayment. Failure of Grantor to pay any of the Obligations on or within 15 days after the due date. (2) Breach of Other Covenants. Failure of Grantor to perform or abide by any other covenant included in the Obligations, including without limitation those covenants in the Nate, in this Security Instrument, ar in any other Loan Document. (3} Misinformation, Falsity `when made in any material respect of any representation, warranty, or information furnished by Grantor or its agents to Beneficiary in connection with any of the Obligations. {~4} other Default. The occurrence of any other event of default under the Note, the Loan Documents, or any of the other Obligations. {5} Other Indebtedness, Secondary Financing. Grantor's default beyond applicable grace periods in the payment of any other indebtedness secured by all or any portion of the Trust Property. (6} Bankruptcy. The occurrence of any of the following with respect to Grantor, any guarantor of the obligations, or the then-owner of the Trust Property: {a) appointment of a receiver, liquidator, or trustee far any such party or any of its properties; (b} adjudication as a bankrupt or insolvent; (c) filing of any petition by or against any such party under any state or federal bankruptcy, reorganization, moratorium, or insolvency law; (d} inability to pay debts when due; or {e) any general assignment far the benefit of creditors. 4.Q2 Remedies in Case of Default. if an Event of Default shall occur, Beneficiary or Trustee, as the case may. be, may exercise any one or more of the following rights and remedies, in addition to any other remedies that may be available by law, in equity, ar otherwise: {1 } Acceleration. Beneficiary may declare all or any portion of the Obligations immediately due and payable. {2) dower of Sale. Beneficiary may direct Trustee, and Trustee shalt be empowered, to foreclose the Trust Property by advertisement and sale under applicable law. ~3} Foreclosure. Beneficiary may judicially foreclose this Security Instrument and obtain a judgment foreclosing Grantor's interest in all or any part of the Trust Property. . (4} Fixtures and Personal Property. With respect to any fxtures or other ropecty subject to a security interest in favor of Beneficiary, Beneficiary may exercise P any and all of the rights and remedies of a secured party under the Un~#orm Commercial Code. 4.03 Sale. In any sale under this Security lnstrument or pursuant to any judgment, the Trust Property, to the extent permitted bylaw, may be sold as an entirety or in one or mare parcels and in such order as Beneficiary may elect. The purchaser at any such sale shall take title to the Trust Property or the part thereof so sold, free and clear of the estate of Grantor, the purchaser being hereby discharged from all liability to see to the application of the purchase money. Any person, including Beneficiary, ma urchase at any such sale. Beneficiary is hereby irrevocably appointed Grantor's Yp attorney-in-fact, with power of substitution, to make alf appropriate transfers and deliveries of the Trust Property ar any portions thereof sa sold. Nevertheless, Grantor shall ratify and confirm any such sale or sales by executing and delivering to Beneficiary or to such purchaser or purchasers all such instruments requested by Benefciary for such purpose. 4.04 Cumulative remedies. All remedies under this Security Instrument are cumulative. Any election to pursue one remedy shall not preclude the exercise of any other remedy. Na delay or omission in exercising any right or remedy shall impair the full exercise of that or any other right or remedy or constitute a waiver of any Event of Default. 4.05 Application of Proceeds. All proceeds from the exercise of the rights and remedies under this Article Four shall be applied {1) to costs of exercising such rights and remedies; {2) to the Gbligations, in such order as Beneficiary shall determine in its sole discretion; and {3} the surplus, if any, shall be paid to the clerk of the court in the case of a judicial foreclosure proceeding, otherwise to the person or persons legally entitled thereto. ARTICLE FIVE: General Provisions 5.0~ Time Is of the Essence. Time is of the essence with respect to all covenants and obligations of Grantor under this Security Instrument. 5.02 Reconveyance by Trustee. At any time on the request of Beneficiary, payment of Trustee's fees, if any, and presentation of this Security Instrument, without affecting the liability of any person for payment of the Obl~gat~ons, Trustee may reconvey, without warranty, all or any part of the Trust Property. The grantee in any reconveyance may be described as the "person or persons legally entitled thereto," and the recitals therein of any facts shall be evidence of the truthfulness thereof. if all the obligations under this Security Instrument and the Note shall be paid, performed, and satisfied in full, then the lien and estate hereby granted shall be reconveyed. A recorded reconveyance reciting that all obligations secured by this Security Instrument are fully satisfied shall constitute a discharge of this Security Instrument from the Trust s Pro erty in all respects, except that the representations, covenants and warranties of p Section 1,06 shall survive the reconveyance without regard to recitals or statements of satisfaction and discharge in the reconveyance. 5.03 Notice. Except as otherwise provided in this Security Instrument, all notices shall be in writing and may be delivered by hand, or mailed by first-class certified mail, return receipt requested, postage prepaid, and addressed to the appropriate party at its address set forth at the outset of this Security Instrument. Any party may change its address far such notices from time to time by notice to the other parties. Notices given by mail in accordance with this paragraph shall be deemed to have been given on the date of ma~l~ng; notices given by hand shall be deemed to have been given when actually received. 5.04 Successor Trustee. Beneficiary may appoint one ar more successor trustees to execute the trust created under this Security Instrument, and the successor trustee shall have, and shall succeed to, all the powers and duties of a trust deed trustee permitted and afforded by law and this Security Instrument. 5.05 Security Instrument Binding on Successors and Assigns. This Security Instrument shall be binding on and inure to the benefit of the heirs, legatees, personal representatives, successors, and assigns of Grantor, Trustee, and Beneficiary. 5.06 Indemnity. Grantor shall, to the fullest extent allowed by law, hold Beneficiary and Trustee and, if either is a corporation ar other legal entity, their respective directors, officers, employees, agents, and atkorneys harmless from and indemnify them for any and all clams, demands, damages, liabilities, and expenses, including but not limited to attorney fees and court costs, arising out of or in connection with `trustee's or Beneficiary's interests and rights under this Security Instrument. S.Ol Expenses and Attorney Fees. Grantor shall pay all fees and expenses, taxes; assessments, and charges arising out of or in connection with the execution, delivery, and recording of this Security Instrument. To the full extent permitted by law, Grantor shall pay all fees, costs and expenses, including without limitation casts of title search or title guarantee and trustee fees, costs and expenses, arising from the exercise of the remedies enumerated in this Security Instrument ar available by law, in equity, ar otherwise, to Beneficiary or Trustee, as the case may be. If Beneficiary refers any of the Qbligations to an attorney for collection or seeks legal advice following a default; if Beneficiary is the prevailing party in any litigation instituted in connection with any of the Obligations; or if Beneficiary or any other person initiates any judicial or nonjudicial action, suit, or proceeding in connection with any of the Qbligations or the Trust Property (including but not limited to bankruptcy, eminent domain, or probate proceedings}, and a lawyer is employed by Beneficiary to appear in any such proceeding or seek relief from a judicial or statutory stay, or otherwise enforce Beneficiary's interests, then in any such event Grantor shall pay reasonable attorney fees, casts, and expenses incurred by Beneficiary in connection with the above mentioned events and any appeals. Such amounts that Grantor shall pay under this section shall be secured by this Security Instrument and, if not paid an demand, shall bear interest at the rate specified in the Note. r 5,08 Applicable Law. This Security Instrument shall be governed by the laws of the state of Oregon. 5.09 Person Defined. As used in this Security Instrument, the word person shall mean any natural person, partnership, trust, corporation, limited liability company, or other legal entity of any nature. 5.~0 Severability. If any provision of this Security Instrument shall be held to be invalid, illegal, or unenforceable, the other provisions of this Security Instrument shall not be affected. 5.11 Entire Agreemen#. This Security Instrument contains the entire agreement of the parties with respect to the Trust Property. No prior agreement or promise made by any party to this Security Instrument that is not contained herein shall be binding or valid, except far the terms of the "Agreement for Construction of Required Improvements and Installation and Maintenance of Plant Materials". 5.12 Joint and Several Liability. if this Security Instrument is executed by two or more persons as Grantor, all of such persons shall be liable, jointly and severally, for payment of all sums and performance of all covenants in this Security Instrument. 5.13 Standard for Discretion. If this Security Instrument is silent on the standard for any consent, approval, determination, or similar discretionary action, the standard shall be sole and unfettered discretion as opposed to any standard of good faith, fairness, or reasonableness. BY SIGNING BELQVII, Grantor accepts.. and agrees to the terms and covenants contained in this Security Instrument and in any addendum recorded with it. GRANTOR: WII.MA LL , BY Gre ~ ' ms BY Valri Williams ITS Man ng Member ITS Managing Member STATE OF OREGON COUNTY OF JACKSON da of Jul The foregoing instrument was acknowledged before me this y y~ 2Q09, by Greg Williams, as the Managing Member of WILMA LLC an its behalf. . Notary Public State of Oregon ~ o~~ICIA~ sla LISA MARi~ fiATB My commission expires: ~ ~ TARY PuaLIC•oI~Et30N MMIS610N NQ. 433838 MY COMMISSION EXPIREB NOV. 23, 2012 STATE OF OREGON COUNTY OF JACKSON ' v~ ~ of Jul The foregoing Instrument was acknowledged before me this day y, 2Q09 by Valri Williams, as the Managing Member of WILMA Ll.C on its behalf. Notary Public State of Oregon My commission expires: ~ '~-G I OFFICIAL SEAL usa MaA~E PATE NOTARY PUBLIC•OREaON COMMISS1t?N N0.433838 MY CQMMISSION ~xPIRES NQV. 23, 2012 9 r REQUEST F'OR REC~7NV'EYANCE TO TRUSTEE: The undersigned is the holder of the note or notes secured by this Trust Deed. Said note or notes, together with all other indebtedness secured by this Trust Deed, have been paid in full. You are hereby directed to cancel said note or notes and this Trust Deed, which are delivered hereby, and to reconvey, without warranty, all the estate now held by you under this Trust Deed to the person or persons legally entitled thereto, SENEFI~IARY: DATE: ~o i EXHIBIT A LEGAL DESCRIPTION Parcel No, 1 and 5 of Partition Plat No. P~66-200$, recorded November 18, 2008, in Record of Partition Plats in Jackson County, Oregon, and filed as Survey No. 20231, in the Office of the County Surveyor. EXCEPTING THEREFROM that portion conveyed to the City ofi Ashland for Almeda give/Perozzi Street by Instrument No, 2009-023392, Official Records of Jackson County, Oregon. 11 1 ~ ~ 7 1 . EXHIBIT B {page I of 2} 1. Taxes far the fiscal year 2009-2010 a lien due, but not yet payable. Z, City liens, if any, of the City of Ashland, 3. These premises are situated in the Talent Irrigation, and subject to the levies and assessments thereof, water and irrigation rights, easements for ditches and canals and regulations concerning the same. 4. Easement, including terms and provisions contained therein: Recording Information; July 31, 1936 in Volume 208 page 584 In Favor of: City of Ashland fir; Sewer lines and road purposes 5. Easement, including terms and provisions contained therein: Recording Information. July 19,1957 in Volume 444 page 301 ]:n Favor of: City of Ashland For; Sewer purposes 6. Easement, including terms and provisions contained therein: Recording Information: September 20,1971 as 7111943 In Favor of: City of Ashland For; Street and utility purposes 7. .Agreement {regarding future conveyances of easements}, including terms and provisions thereof. Recorded: December 13,1973 as 7318430 8. Restrictive Covenant to Waive Remonstrance, pertaining to Future improvements to Nevada Street including the terms and provisions thereof Recorded; June 28, ].982 as 82-09Z21A 9. Easement, including terms and provisions contained therein: Recording Information: March Z, 1993 as 93-06556 In Favor of; U S West Communications, Inc. For: Telecommunication facilities 10. Easement, including terms and provisions contained therein: Recording Information: March 2,1993 as 93-06557 In Favor of: U S West Communications, Inc. For: Telecommunication facilities 11, Development Agreement and the terms and conditions thereof: Between: City of Ashland, a Municipal Corporation and political subdivision f of the State of Oregon And: Ashland i=lower Shop and Greenhouses, Inc,, an Oregon Corporation Recording Information: January 10, 2008 as Document No. 2008-D01Z71 Ordinance No. 2968 annexing Verde Village into the City of Ashland and amendment provisions set forth therein, recorded November 14, 2008 as No, 2008-041160. i • ~ ~ Y EXHIBIT B (page 2 of 2) 12. Temporary public access and utility easement, as shown on partition Plat P-fib-2008: Recording Information; November 18, 2008 and filed as Survey No. 20231 (to autamatitally terminate upon the recording of the final plat) Said temporary public access was granted to Rogue Valley Community Development Corporation to benefit Parcel 2 by deed recorded December 10, 2008 as No. 2008~43g83. That portion known as extended Almeria Drive and as Pero~zi Street was conveyed to the City of Ashland by Deed of Dedication retarded June Z3, 2009 as No. 2009 23392. ~3. Temporary Access Easement Agreement, including terms and provisions thereof. Recorded; January 28, 2009 as Document No.~Z009-00294D (Describes Parcel 2 but may be intended for Parcel 1 of Verde Village - . correction document has been requested} i4, Line of Credit Trust Deed, including the terms and provisions thereof, given to secure an indebtedness of up to $500,000 Grantor; f WILMA LLC, an Oregon limited liability company Beneficiary; PremierWest Bank Trustee; First American Ttle Insurance Co. of Oregon, Inc. Dated: May 5, 2009 Recorded; June 15, 2009 Recording Information: 2009-02181b I5. Trust Deed, including the terms and provisions thereof, given to secure an indebtedness of up to $z,95D,oao.aa Grantor: WILMA LLC, an Oregon limited liability company Beneficiary: Ashland Flower Shop and Green Houses, Int. Trustee: lawyers Title Insurance Corporation Dated; January 5, 2009 Recorded; January 6, 2009 and rerecorded January iz, 2009 Recording Information; 2009-000159 and rerecorded 2009-000954 The lien of said Deed of Trust was subordinated to the lien of the instrument recorded June 15, 2009 under recording no. 2009-021816 (line of Credit in favor of PremierWest Bank) by agreement recorded June 15, 2009 under recording no. 2009-021817 (Subordination Agreement} , 16. Deed of Trust, Fixture Filing and Security Agreement and the terms and conditions thereof. GrantorJTrustor; 1Nilma, LLC GranteeJBeneficiary: Rogue Valley Community Development Corporation Trustee: Frst American Title Insurance Company Amount; $Payment obligations according to terms of Easement Agreement Recorded: ~ ~ July 2, 2009 Recording Information. 2009-025636 (Affects Parcel 1) . J.7. Easement Agreement and Public Improvement Plan by and between Wilma, ~,1.,C and Rogue Valley Community Development Corporation (RVCDC), including terms and provisions thereof. Recorded; ]uly Z, 2009 as No~ 2009-025637 SUBORDINATION AGREEMENT CITY OF ASHLAND 20 E. MAIN STREET ASHLAND, OR 97520 T0: After recording return to (Name, Address, Zip): This subordination Agreement is made day of May, 2017, between CITY OF ASHLAND, ("City") and , ("Lender"), under the following circumstances: A. City is the beneficial holder of a Trust Deed (the "City's Trust Deed") executed by WILMA LLC, as grantor, in favor of City, as Beneficiary, and recorded in Official Records in Document Number 2009-028581 of the County Clerk's Office of JACKSON County, Oregon, as condition subsequent should Grantor fail to fulfill certain obligations of a development agreement, said subsequent obligation in the amount of $180,000.00, which is a lien on the following described real estate (the "Property"): Situated in ASHLAND, County of JACKSON, and in the State of Oregon: See Exhibit A, Attached hereto. ~3. Lender is the holder of a Trust Deed dated , 20_ in the principal amount of $ ,from Borrower, as grantor, to Lender, as beneficiary, recorded in Official Records of the County Clerk's Office of Jackson County, Oregon (the "Lender Trust Deed"), which is a lien on the Property. C. As part of the consideration for Lender's agreement to make the loan secured by the Lender Trust Deed, and to induce Lender to make that loan, City has agreed to subordinate its lien of the City Trust Deed to the lien of the Lender Trust Deed, upon the terms and conditions set forth in this agreement. NOW, THEREFORE, City and Lender agree as follows: 1. City subordinates the lien of the City's Trust Deed to the lien of the Lender Trust Deed; however, this subordination shall not otherwise' affect the validity or the terms of the City's Trust Deed, or as to its priority to any other lien hold interest Subordination Agreement Page 1 of 4 in the Property unless otherwise specifically provided in separate agreement and recorded. 2. This Subordination Agreement is made on the understanding that City shall not be responsible for any of the obligation of Borrower contained in, or secured by, the Lender Trust Deed. 3. This Subordination Agreement shall be binding upon, and inure to, the benefit of Lender and City, and their respective successors and assigns. 4. Nothing in this Agreement is intended to, nor shall it, impair any interests as between Borrower and its creditors (other than Lender and City) as to the obligations of Borrower to pay City, as holder of the City's obligations, and the principle of and interest on the City's obligation, as and when the same shall come due. Signed as of the date first written above. Signed and acknowledged in the presence of: CITY OF ASHLAND: Witness John Karnes, City Administrator TRUSTEE: Witness Ashland City Attorney LENDER By: Its: STATE OF OREGON ) ss. County of Jackson ) The foregoing instrument was acknowledged before me this day of , 20 , by John Karnes, City Administrator, on behalf of the City of Ashland. Subordination Agreement Page 2 of 4 Notary Public for Oregon My Commission Expires: Subordination Agreement Page 3 of 4 The Undersigned, being the Borrower name in the foregoing Subordination Agreement, hereby accepts and consents thereto and agrees to be bound by all of the provisions thereof and to recognize all priorities and other rights granted thereby to Lender, and to pay Lender in accordance therewith. Borrower: Date Subordination Agreement Page 4 of 4 I ' B siness Meetin Council u . ~ Title: 2017 Council Liaisons to Boards, Commissions, and Committees From: John Stromberg Mayor john@council.ashland.or.us Summa This is the selection and approval of Council liaison assignments for May 1, 2017 through April 30, 2017 to city and regional boards, commissions and committees. Actions, Options, or Potential Motions: Council will need to select their liaison positions and then move to approve the 2017 list of Council liaisons to boards, commissions and committees. Staff Recommendation: N/A Resource Requirements: NIA Policies, Plans and Goals Supported: 2.2 Engage boards and commissions in supporting the strategic plan. Background and Additional Information: Liaison assignments are done annual. Previously, this was done in January but was postponed to allow Council seat 6 (Councilor Darrow) to be appointed prior to assignment selection. It was subsequently determined that matching the liaison assignments with the annual commission assignment process would be a useful calendar adjustment. Therefore, the assignments approved by Council will be for the time period of May 1, 2017 through April 30, 2018. Attachments: DRAFT list of assignments Pagelofl CITY OF SH LAN U ~ ~ ~ Q G~ _G/~ ~ ~0 ~ p 4-~ ~ ~ bU1l bUQ 4-~ 0 N Z U ~ U a ~ ~ C7 ~ U ~ c°~ Z 0 ~ U ~ ~ o o _ ~ ~ ~ ~ o ~ O H U ^ ~ o 0 N ~ ~ ~ ~ ~ ~ ~ ~ `~i ^ ~ ~ M ~ u. ~ ~ ~ ~ ~ ~ ~ o ~ ~ o ~ ao ~ ~ ~ a~ o ~ Q ~ 0~ ~ ~ ~ ~ U ~ ~ O O ~ 0 ~ ~ V ~ n ~ ~ N r ~ ~ N ~ `0 t ~ N ~M dam' i cn W ~ ~ 0 ~ ~ ~ V ~ Q ~ . ~ ~ ,w ~ J ~ ~ o c~- ~ ,c ~ ~ ~ ~ ~ ~ ~ ~ ~ 0 ~ ~ o ~ _ o` V ~ ~ o U ~ ~ ~ ~ ~ x ~ o ~ ~ o ~ ~ ~ ~ ~ ~ ~ ~ U U Q-' ~~~w x x~ a a~ ~ 3 ~ ~ ~ ~ ~ ~w ~ ~ ~ ~ N ~ Q Q Q Q !`1 ~ ~ U ~ ~ ~ ~ ~ ~ ~ ~ ~ ss, M ~ ° o ono ~ ~ ~ c~ 4i ~ ~ ~ N ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ 'd dam' ~ Z Z Z Z N N N~~ ~ 0 'r'"., c~ ~ ~ ~ ~ U Q U C~3 ~ ~ Q ~ ~ ~ ~ ~ ~ a~ ~ ~ a ~ U ~ ~ ~ ~C ~ ~ ~ ° ~ U o ~ o ~ ~ ~ ~ ~ V'~ 3~ ~ ~ ~U~ ~ c~ ~ Q I Council Business Meetin . ~ Title: Discussion for Disbursements of Social Service Grants Funds From: John Karns Interim City Administrator john.karns@ashland.or.us Summary: On May 2, 2017, the Council voted to rescind the Council vote on the Housing and Human Services social service grants allocation that was conducted on April 18, 2017. Council directed staff to present at the next meeting a grant disbursement schedule that granted OHRA $25,000 and equitably distributed the balance of funds to the other approved applicants. Actions, Options, or Potential Motions: Council may choose to: • Approve one of the two schedules presented by staff • Develop their own schedule for grant disbursements I move to approve schedule "A or B" of the recommendation provided by staff for the disbursements of the City's social service grants" Staff Recommendation: Staff recommends to approve one of the two schedules presented by staff. Resource Requirements: Currently the City has set aside $134,000 in General Fund monies to provide support for Social Service organizations that serve Ashland residents. Policies, Plans and Goals Supported: Goal #3: Support and empower our community partners. 3.3 Support the non-profit and cultural entities in the community. Goal #5: Seek opportunities to enable all citizens to meet basic needs. 5. l Examine means and methods by which to improve access to mental health services for Ashland citizens who need them. 5.3 Leverage partnerships with non-profit and private entities to build social equity programming. 5.4 Encourage ongoing effectiveness of the Resource Center. Goal #6: Develop and enable citizens to age in Ashland. 6.1 Support and augment existing programs. Goal #7: Keep Ashland afamily-friendly community. 7.1 Support educational and enrichment programs in the community. Page 1 of 2 C r T Y ~ F SHLAN I Background and Additional Information: After the approval of the modified Housing and Human Services Commission grant allocation recommendation on April 18, 2017, Councilor Seffinger requested that a discussion to rescind the vote be held at the next Council meeting. At the meeting on May 2nd Council voted to rescind the vote held on April 18th. Council then requested that staff present at the next Council meeting a schedule that awarded $25,000 to OHRA and equitably distributed the balance of the grant funds to the remaining applicants. Staff is presenting two schedules. One awards funds to Rose Circle that was the recommendation of the Housing and Human Services Commission and one doesn't award funds to Rose Circle that was recommended in Council's April 18th vote. Attachments: Grant disbursement schedule developed by staff. Page 2 of 2 C I? Y O F SHLAND N rl l11 f`rl lD I~ ~ Ol Ol rl N ~ l0 ~ O o~tNO~Nmoo~oo~mmNOo c ~ ~ ~ 0 00 Ol ri N tll I~ l0 O I~ N l0 i~ l11 l0 0 ~ O lD M 00 ~ N N Ill ~ l11 d' N ~ ~ can V ~ O rl ~ Ol 00 N l0 I~ d' ~ rl DO ~ ~ c rl O ~ N 00 m m rl C ~ N rl ~ ~ 0 d4 a C a c~ ra V - O 00 Ol I11 I~ d' f~ lD rl r-I rl 00 ~ d' ~ ~ f0 ~ ~ ~ ccc olrl~olm~m N ~m~oo N C O c-I l11 00 f~ I~ d' N N c'r1 I~ ~ l0 ~ - ~ p 'L ~ O I.f1 ~ ~ Dl N d' 00 ~ ~t I~ ~ 111 c^r1 =of° ooom~o~+N000IOo~~'d'~oo~ , , c a~ ~ ° ~ E o ~ ~ U C ~ ~ ~ ~ s o U ~,J O 00 Ol 111 I~ ~ I~ l0 rl rl rl DO ~ d' d' O ~c oln~olm~m~N~~~om~ooo ~_o 3~ o~ilnoot~~~md'NNml~d'~o = U '~,c~, Om111~~to1N~o0d'd'~~tulmO ~ ,o L O o0 ul 00 ~ N N m o0 ~ d' ~ l0 f~ O c c , ulrno~~N~~~mm~~~oln~ L ~ L ~Il C ~ GJ Q 0 Q u O ~ ~ ~ ~ o ~ m ~ ~ rn rn m ~ o0 0o ul of of ~ o ~ oN~~oo~oolnm~~~loor~~'o ~ ~ c o O ~ c ,ulNm~In~o~mmoo~ulol , +r c ul o u1 ~ In ~ In ~ ~ ~ ~ u1 ~ oo ~ ~ ~ o N ~ ~D o0 ~ M m d' Ol ~t d' ul ~ ~ ~ M ~ ao ~ ~ ~ ~ O O d' rl N d' f~ l0 c~1 cYl ~ r-I l0 111 Q. ~ m ~ a m ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ a, o _ _ ~ ~ ~ o V) v L ~ ~ s ~ U _ _ i-. i-~ re - O O O O O O O O O O O O O O O o 0 0~o N o 0 otn.~n.o~n.In m ~ ~ 00 O O O 111 l0 d' O O O N ~tl~ r-I 00 rl lD f~ r-I r-I 0 d' ~ V 0 N ~Ul~ t!}~ ~l/}~ t!~ t/1• i!} L C 0 ~ > 0 0 L c a V a ~ r Q ~ ~ u L V1 - aa ~ c c _ c 'an o 2 ~ ~ O O V -o O O O O c O ul O O O O N O 0 0 O O ~ y O c ,o ~lo~,~o~~oo~olnm V1 ° ~ ~n - m o0 111 ~ ~ , u1 ~ , ~ d' ~ ~ ~ as ~ ~ 0 c ~~v ~ ~ s o u u 0 O ~ a o 0 0 0 0 Inooo ono 0000 _ O O O O N 0 0~~ ~ dl O l0 O O O ~ O O ~ d' O~~ O~ O N Q1 .a ,111 O u1 ~ _ , , a, Lf1N ~ Norm M alul m~~ ~ r N m ~ ~ 0 ooulooooolnooooo00 V ~ O O Ol O l0 N O O N O~ 0 0 0 0 0 O O 111 O O c-~ 0 0 l0 111 l0 O ul O O ~ ~ , , ~ oolnN~N~om Nr-If~111~ ~ ~ c ~ 0 ~ U a c a~ '~'d Q 0 ~ u ~ O O O O O O O O O O O O O O O O ~ O O O O O O O O O O O O O O O O 'o ~ O O N N O O d' X 0 0 0 0 0 00 O O tv ~ p , 'o ~ o l0 Dl [fi ~ N N l0 lD m m O ~ u1 u1 to c ~ N i!} {/1. ~ i/~ ~-I ~U} ~ll1, i!~ i/~ r-~I ~/1. ~t/1~ ~ M 0 0  0 0 u U 0 000CD 0oo00m C)00000m u1 O O O lD N O O N 0 0 0 0 0 0 %Q ,p 0) O Ln O O c-I O O lD u1 O lD O L, O 00 . . , fth 'a r-I O N Ln N Rt N lD O m Ln N c-i r~- O m v Ct• l! } V)- U} rl rl c-I -L} •t/}• r-I -Ln •t/}• N m ih. Q v cr. v V) 4. 0 QJ c~ =3 :3 n. > 2 c (D LQ = r0 u LL OC = L , N N 0 X + fC N s C) 2 c~ s 4- _u N N U L N u z Z 3 N v1 U1 ru u > L L ~L ~C `1 C 4- CL G. N N C L L L (O (/1 (O L a O O N 0 O 0 0 u L -O - C ~ ~ +0 L N O O 0 bA - - +J - a 0 o o c E u 3 U J > > 7 L [ L (D 3 S E E E E u o a 0 +Q N V) Ln 0 > c V) E E u E E EV) V) __~e _4-; v Q o o> o o o 0 L U O V) o C, u u u u'= u u uor- I-A ~ N m ~ ~ 00 rn 1 0. ~ N ~ I ' iness Meetin Council Bus . ~ Title: 7th Quarterly Financial Report of the 2015-17 Biennium From: Beverly Adams Interim Finance Director Bev.adams@ashland.or.us Summa Financial reports are supplied for Council on a quarterly basis to provide assurance of budget compliance and for informational and comparative purposes throughout the year. Actions, Options, or Potential Motions: I move to accept the seventh quarter financial report as presented. Staff Recommendation: That Council review and accept the 7th quarter financial report. Resource Requirements: NIA Policies, Plans and Goals Supported: Provide high quality and effective delivery of the full spectrum of city service and governance in a transparent, accessible and fiscally responsible manner. Background and Additional Information: The attached financial statements cover 21 months of activity for the period July 1, 2015 through March 31, 2017, and equate to 87.5% of the way through the biennial budget. Financial statements provide the Mayor and Council with current financial information. These reports allow both Council and staff the opportunity to recognize trends and make appropriate changes as necessary to protect the assets of the City. Total citywide revenue collections for this period are 85.3% of budget appropriations, an expected and acceptable return for the time period. Total citywide expenses of 81.1 % of budget appropriations are reasonable and well within projections for the time period. Most variances that may appear unusual in relation to the 87.5% of the budget period are due to timing of proj ects or debt service payments. Overall, the financial position is stable for the period as reflected in these reports. Note: Pages 3-6 provide a useful "at a glance" expenditure compliance report, with pages 7-25 showing both revenue and expenditures by Fund. Page 1 of 2 CITY O F SHLAN i Attachments: Citywide financial statements Page 2 of 2 C[ T Y O F SHLAN I City of Ashland Summary of Cash and Investments March 31, 2017 Balance Balance Change From Fund March 31, 2017 March 31, 2016 FY 2016 General Fund $ 6,363,666 $ 5,953,472 $ 410,194 Parks General Fund 185,146 624,264 (439,118) Community Block Grant Fund 12,016 16,859 (4,843) Reserve Fund 25,460 364,273 (338,812) Street Fund 5,452,509 5,211,661 240,848 Airport Fund 151,868 117,930 33,939 Capital Improvements Fund 2,785,914 2,738,262 47,652 Parks Capital Improvements Fund 866,716 1,428,239 (561,524) Debt Service Fund 1,221,809 1,145,930 75,878 Water Fund 6,894,329 5,345,212 1,549,117 Wastewater Fund 7,808,526 6,362,493 1,446,033 Electric Fund 1,206,181 1,624,303 (418,121) Telecommunications Fund 299,472 205,304 94,167 Central Services Fund 591,226 1,302,607 (711,382) Insurance Services Fund 1,165,149 1,198,646 (33,497) Health Benefits Fund 707,322 115,041 592,282 Equipment Funtl 3,300,666 3,089,685 210,981 Parks Equipment Fund 176,308 49,379 126,930 Cemetery Trust Fund 952,286 939,906 12,380 $ 40,166,571 $ 37,833,468 $ 2,333,103 Total Cash Distribution $ 40,166,571 $ 37,833,468 $ 2,333,103 Manner of Investment General Banking Accounts $ (294,611) $ 1,012,749 $ (1,307,361) Local Government Inv, Pool 39,461,182 35,820,718 3,640,463 City Investments 1,000,000 1,000,000 - Total Cash and Investments $ 40,166,571 $ 37,833,468 $ 2,333,103 Dollar Distribution Cash Balance Distribution Central Services, Parks and Trust Insurance and E ui mentFunds Recreation Funds Claims ~ $944,553 Q p 14°/° 3% SDC's Judgments 2% $6,760,284 $1,301,719 17% 3% Unassigned Food & Beverage $16,559,779 $984,963 41% 3% Library TOT Toun° $99,108 0% Business Type Funds Debt Reserved 41% All Other (General $2,417,972 Asset Forfeited Government) 6% Other Reserved $28,678 42% $11,068,515 0% 28% 9. Mar FY11 Financial Report 411812017 i City of Ashland Statement of Revenues and Expenditures -City Wide As of 3/31/ 17 (87.50% of biennium) Biennial Percent Biennial To Date Actuals Budget Collected 2013.2015 Resource Summary (21 Months) 2015.2017 Expended Balance Biennium to Date End of Biennium Revenues Taxes $ 41,713,716 $ 45,305,576 92.1% $ (3,591,860) $ 37,876,848 $ 42,178,084 Licenses amt Permits 1,832,971 1,910,425 95.9% (77,454) 1,701,535 1,872,797 Intergovernmental Revenues 4,412,760 14,308,956 30.8°/° (9,896,196) 4,867,109 6,078,233 Charges for Services -Rate & Infernal 96,673,916 109,705,598 88.1 (13,031,682) 86,121,668 97,941,318 Charges for Services -Misc. Service fees 3,289,896 2,980,052 110.4% 309,844 2,547,504 2,922,427 System Development Charges 1,114,645 592,416 188.2% 522,229 1,034,481 1,134,394 Fines and Forfeitures 450,679 410,000 109,9% 40,679 309,048 362,187 Assessment Payments 131,417 520,000 25,3% (388,583) 118,791 126,991 Intereston Investments 511,218 369,358 138,4% 141,860 313,263 356,651 Miscellaneous Revenues 1,110,473 1,207,278 92,0% (96,805) 2,729,080 3,141,882 Total Revenues 151,241,692 177,309,659 85.3% (26,067,968) 137,619,326 156,114,964 Budgetary Resources: Other Financing Sources 1,465,879 26,935,724 5.4% (25,469,845) 1,654,000 1,838,589 Interfund Loans 840,544 2,571,200 32,7% (1,730,656) 1,684,795 1,684,795 Transfers In 1,412,422 2,456,240 57.5% (1,043,818) 1,396,326 1,897,442 Total Budgetary Resources 3,718,845 31,963,164 11.6% (28,244,319) 4,735,120 5,420,826 Total Resources 154,960,537 209,272,823 74.0°/° (54,312,287) 142,354,446 161,535,790 Requirements by Classification Personal Services 51,809,124 61,399,098 84.4% 9,589,974 46,072,010 55,146,073 Materials and Services 76,029,836 93,691,364 81.1% 17,661,528 67,406,111 80,154,005 Debt Service 6,577,842 10,632,044 61.9% 4,054,202 6,929,607 9,220,534 Total Operating Expenditures 134,416,802 165,722,506 81.1% 31,305,704 120,407,728 144,520,612 Capital Construction Capital Outlay 9,909,708 53,267,031 18.6% 43,357,323 13,186,699 14,464,960 Interfund Loans 840,544 2,571,200 32.7% 1,730,656 1,684,795 1,684,795 Transfers Out 1,412,422 2,456,240 57,5% 1,043,818 1,396,326 1,897,442 Contingencies (Original Budget $3,085,000) - 2,675,570 0.0% 2,675,570 - - Total Budgetary Requirements 2,252,966 7,703,010 29.2% 5,450,044 3,081,121 3,582,237 Total Requirements 146,579,476 226,692,547 64,7°/° 80,113,071 136,675,548 162,567,809 Excess (Deficiency) of Resources over Requirements 8,381,061 (17,419,724) 148.1% 25,800,785. 5,678,898 (1,032,019) Working Capital Carryover 32,934,606 30,632,011 107.5% 2,302,595 33,966,626 33,966,626 Unappropriated Ending Fund Balance $ 41,315,667 $ 13,212,287 312.1% $ 28,103,380 $ 39,645,524 $ 32,934,606 9. Mar FY17 Financial Report 2 411812017 I City of Ashland Schedule of Budgetary Compliance Per Resolution 2015-19 Amended for Resolutions 2015-27, 2015-30, 2016-15, 2016-16, 2016-22 and 2017-02 As of 3131117 (87.50% of biennium) Biennial to date actuals (21 Biennial Budget Percent Months) 2015.2017 Used Balance General Fund Administration $ 388,588 $ 645,639 60.2% $ 257,051 Administration -Library 56,587 56,587 100.0% - Administration -Tourism 66,395 315,901 21.0% 249,506 Administration -Municipal Court 837,610 1,056,830 79.3% 219,220 Administrative Services -Social Services Grants 264,392 267,933 98.7% 3,541 Administrative Services -Economic & Cultural Grants 1,370,091 1,695,033 80.8% 324,942 Administrative Services -Miscellaneous 98,875 269,000 36.8% 170,125 Administrative Services-Band 105,447 130,550 80.8% 25,103 Administrative Services -Parks 8,340,000 9,560,000 87.2% 1,220,000 Police Department 11,687,491 13,637,535 85,7% 1,950,044 Fire and Rescue Department 13,363,658 16,919,886 79,0% 3,556,228 Public Works -Cemetery Division 596,439 755,365 79,0% 158,926 Community Development-PlanningDivision 2,368,674 2,886,423 82.1% 517,749 Community Development-BuildingDivision 1,211,801 1,459,230 83,0% 247,429 Interfund Loan - 66,000 0.0% 66,000 Transfers 97,010 518,570 18,7% 421,560 Contingency - 675,570 0.0% 675,570 Total General Fund 40,853,058 50,916,052 80,2% 10,062,994 Parks and Recreation General Fund Parks Division 7,002,386 8,127,847 86,2% 1,125,461 Recreation Division 2,481,446 2,828,630 87,7% 347,184 Goff Division 939,174 1,104,650 85,0% 165,476 Transfers 80,000 80,000 100,0% - Contingency - 100,000 0.0% 100,000 Total Parks and Recreation Fund 10,503,007 12,241,127 85.8% 1,738,120 Community Development Block Grant Fund Personal Services 54,728 65,420 83,7% 10,692 Materials and Services 208,803 374,378 55.8% 165,575 Total Community Development Grant Fund 263,531 439,798 59.9% 176,267 Reserve Fund Interfund Loan 515,544 850,000 60.7% 334,456 Total Reserve Fund 515,544 850,000 60.7% 334,456 Street Fund Public Works -Ground Maintenance 420,956 494,400 85,1% 73,444 Public Works -Street Operations 4,552,008 12,991,770 35,0% 8,439,762 Public Works -Street Operations Debt 238,427 246,710 96.6% 8,283 Public Works -Storm Water Operations 1,029,716 1,312,700 78.4% 282,984 Public Works -Storm Water Operations Debt 24,075 25,300 95.2% 1,225 Public Works - Transportation SDC's 340,707 2,956,854 11,52% 2,616,147 Contingency - 99,000 0.0% 99,000 Total Street Funtl 6,605,889 18,126,734 36.4% 11,520,845 Airport Fund Materials and Services 74,722 425,943 17,5% 351,221 Capital0utlay 45,882 88,000 52,1% 42,116 Debt Service 57,804 77,072 75.0% 19,268 Contingency - - 0.0% - TotalAirport Fund 178,408 591,015 30.2% 412,607 9. Mar FY17 Financial Report 3 411812011 Schedule of Budgetary Compliance Per Resolution 2015-19 Amended for Resolutions 2015-27, 2015-30, 2016-15, 2016-16, 2016-22 and 2017-02 As of 3131/17 (87.50% of biennium) Biennial to date actuals (21 Biennial Budget Percent Months) 2015.2017 Used Balance Capital Improvements Fund Public Works -Facilities 1,665,945 2,820,650 59,1% 1,154,705 Administrative Services - SDC (Parks) 358,529 607,340 59,0% 248,811 Administrative Services -Open Space (Parks) 1,486,271 3,099,842 47,9% 1,613,571 Transfers 215,419 277,370 77,7% 61,951 Contingency - 200,000 0.0% 200,000 Total Capital Improvements Fund 3,726,165 7,005,202 53.2% 3,279,037 Parks Capital Improvement Fund Personal Services 138,505 189,930 72.9% 51,425 Materials and Services 57,279 85,052 67.3% 27,773 Capital0utlay 908,863 3,732,837 24.3% 2,823,974 Total Parks Capital Improvement Fund 1,104,648 4,007,819 27.6% 2,903,171 Debt Service Fund Materials and Services - - NIA - DebtService 3,207,721 4,270,200 75.1% 1,062,479 Total Debt Service Fund 3,207,721 4,270,200 75,1% 1,062,479 Water Fund Public Works -Conservation 455,870 696,025 65,5% 240,155 Public Works -Water Supply 2,223,679 2,557,935 86.9% 334,256 Public Works -Water Supply Debt 18,435 18,971 97.2% 536 Public Works -Water Distribution 4,974,154 9,595,707 51,8% 4,621,553 Public Works -Water Distribution Debt 478,981 502,133 95,4% 23,152 Public Works-WaterTreatment 2,004,692 13,941,884 14,4% 11,937,192 Public Works -Water Treatment Debt 243,896 281,543 86,6% 37,647 PublioWorks-ImprovementSDC's 238,927 3,170,335 7.5% 2,931,408 Public Works - Debt SDC's 345,182 361,658 95.4% 16,476 Transfer 437,500 500,000 87.5% 62,500 Contingency - 170,000 0.0% 170,000 Total Water Funtl 11,421,316 33,213,203 34,4% 21,791,887 Wastewater Fund Public Works -Wastewater Collection 3,546,233 5,349,514 66.3% 1,803,281 Public Works -Wastewater Collection Debt 128,441 147,457 87.1 % 19,016 Public Works -Wastewater Treatment 4,297,940 10,183,710 42.2% 5,885,770 Public Works -Wastewater Treatment Debt 1,789,673 3,237,300 55.3% 1,447,627 Public Works - Reimbursements SDC's 13,039 15,000 86.9% 1,961 Contingency - 192,000 0.0% 192,000 Total Wastewater Fund 9,775,327 22,801,625 42.9% 13,026,298 Electric Fund Administration -Conservation 1,242,296 1,420,030 87.5% 177,734 Electric-Supply 12,141,136 14,051,887 86.4% 1,910,151 Electric-Distribution 11,423,243 14,041,211 81,4% 2,617,968 Electric-Transmission 1,566,772 1,925,945 81.4% 359,173 Debt Service 46,007 46,688 98,5% 681 Contingency - 279,000 0.0% 279,000 Total Electric Fund 26,420,054 31,764,761 83,2% 5,344,707 9. Mar FY11 Financial Report 4 411812017 i Schedule of Budgetary Compliance Per Resolution 2015-19 Amended for Resolutions 2015-27, 2015-30, 2016-15, 2016-16, 2016-22 and 2017-02 As of 3/31117 (87.50% of biennium) Biennial to date actuals (21 Biennial Budget Percent Months) 2015.2017 Used Balance Telecommunications Fund IT-Personal Services 1,106,711 1,343,230 82,4% 236,519 IT -Materials & Services 1,510,648 2,028,504 74.5% 517,856 IT -Capital Outlay 218,480 250,000 87.4% 31,520 Debt - To Debt Service Fund 818,000 818,000 100.0°/° - Contingency - 250,000 0,0% 250,000 Total • Telecommunications Fund 3,653,839 4,689,734 77,9% 1,035,896 Note: In M & S appropriation Central Services Fund Administration Department 3,075,507 3,414,820 90.1% 339,313 Information Technology -Info Services Division 2,282,809 2,907,638 78.5% 624,829 Administrative Services Department 4,109,820 4,867,097 84.4% 757,277 City Recorder 863,862 992,590 87.0% 128,728 Public Works -Administration and Engineering 2,918,582 3,566,522 81.8% 647,940 Contingency - - NIA - Total Central Services Fund 13,250,580 15,748,667 84.1% 2,498,087 Insurance Services Fund Personal Services 175,570 204,960 85,7% 29,390 Materials and Services 1,441,460 1,814,790 79.4% 373,330 Transfers 569,500 1,069,500 53,2% 500,000 Contingency - 390,000 0.0% 390,000 Total Insurance Services Fund 2,186,530 3,479,250 62.8% 1,292,720 Health Benefits Fund Materials and Services 8,747,019 9,830,000 89,0% 1,082,981 Interfund Loan 325,000 650,000 50,0% 325,000 Contingency - 250,000 0.0% 250,000 Total Health Benefits Fund 9,072,019 10,730,000 84,5% 1,657,981 Equipment fund Public Works -Maintenance 2,345,566 2,961,860 79,2% 616,294 Public Works -Purchasing and Acquisition 1,123,071 1,330,500 84,4% 207,429 Interfund Loan - 965,200 0.0% 965,200 Contingency - 70,000 0.0% 70,000 Total Equipment Fund 3,468,637 5,327,560 65.1% 1,858,923 Parks Equipment Fund Capital0utlay 360,210 439,000 82.1% 78,790 Interfund Loan - 40,000 0.0% 40,000 Total Parks Equipment Funtl 360,210 479,000 75.2% 118,790 Cemetery Trust Fund Transfers 12,993 10,800 120.3% (2,193} Total Cemetery Trust Fund 12,993 10,800 120,3% (2,193) Total Appropriations $ 146,579,476 $ 226,692,547 64,7% $ 80,113,071 9. Mar FY17 Financial Report 5 411812017 i City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance March 31, 2017 Biennial Percent Biennial To Date Actuals Budget Collected 2013-2015 (21 Months) 20152017 Expended Balance Biennium to Date End of Biennium 110 General Fund Taxes $ 35,991,626 $ 38,746,990 92.9% $ (2,755,364) $ 32,921,970 $ 35,933,208 Licenses and Permits 1,832,971 1,910,425 95.9% (77,454) 1,701,535 1,872,797 Intergovernmental 1,439,996 2,592,770 55.5% (1,152,774) 1,139,692 1,373,375 Charges for Services 2,923,659 3,331,350 87.8% (407,691) 2,739,499 3,148,841 Fines 450,679 410,000 109,9% 40,679 309,048 362,187 Intereston Investments 68,390 60,000 114.0% 8,390 42,546 47,932 Miscellaneous 212,757 79,600 267,3% 133,157 137,492 157,037 Interfund Loan (Equipment Fund) - 126,200 0.0% (126,200) - - Transfer in (Water Fund) 437,500 500,000 87.5% (62,500) 100,000 100,000 Transfer In (Cemetery Fund) 12,993 10,800 120,3% 2,193 8,022 9,139 Total Revenues and Other Sources 43,370,570 47,768,135 90.8% (4,397,565) 39,099,803 43,004,516 Administration 388,588 645,639 602% 257,051 228,550 357,888 Administration -Library 56,587 56,587 100.0% - 487,988 487,988 Administration -Tourism 66,395 315,901 21,0% 249,506 20,044 47,467 Administration -Municipal Court 837,611 1,056,830 79.3% 219,219 858,486 964,592 Administrative Services -Social Services Grants 264,392 267,933 98,7% 3,541 254,205 254,205 Administrative Services -Economic & Cultural Grants 1,370,091 1,695,033 80,8% 324,942 1,197,189 1,304,744 Administrative Services -Miscellaneous 98,875 269,000 36.8% 170,125 158,460 185,715 Administrative Services -Band 105,447 130,550 80,8% 25,103 98,739 114,017 Administrative Services -Parks 8,340,000 9,560,000 872% 1,220,000 7,965,004 8,856,000 Police Department 11,687,489 13,637,535 85.7% 1,950,046 10,844,837 12,316,387 Fire and Rescue Department 13,363,657 16,919,886 79,0% 3,556,229 11,597,930 13,149,854 Public Works -Cemetery Division 596,439 755,365 79,0% 158,926 569,218 663,518 Community Development- Planning Division 2,368,674 2,886,423 82.1% 517,749 2,176,363 2,547,191 Community Development- Building Division 1,211,801 1,459,230 83.0% 247,429 1,161,677 1,327,542 Interfund Loan - 66,000 0.0% 66,000 - - Transfers Out (Debt Service & Cemetery) 97,010 518,570 18.7% 421,560 192,824 192,824 Contingency - 675,570 0.0% 675,570 - - Total Expenditures and Other Uses 40,853,055 50,916,052 802% 10,062 997 37,811,513 42,769,932 Ezcess(Deficiency) of Revenues and Other Sources over Expenditures and Other Uses 2,517,515 (3,147,917) 180,0% 5,665,432 1,288,290 234,584 Fund Balance, Jul 1, 2015 3,620,263 3,400,277 106.5% 219,986 3,385,679 3,385,679 Fund Balance, Mar 31, 2017 $ 6,137,778 $ 252,360 2432.2% $ 5 885,418 $ 4 673,969 $ 3,620,263 Reconciliation of Fund Balance; Restricted and Committed Funds 824,156 Unassigned Fund Balance $ 5,313,622 9. Mar FY17 Financial Report 6 411812017 i City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance March 31, 2017 Biennial Percent Biennial To Date Actuals Budget Collected 2013.2015 (21 Months) 2015.2017 Expended Balance Biennium to Date End of Biennium 211 Parks and Recreation General Fund Intergovernmental $ - $ - NIA $ - $ 6,050 $ 10,589 Charges for Services - Internal 8,340,000 9,560,000 872% (1,220,000) 7,965,004 8,856,000 Charges for Services -Misc. Service Fees 1,603,926 1,805,000 88,9% (201,074) 1,486,713 1,725,966 Interest on Investments 5,038 14,000 36,0% (8,962) 8,492 9,535 Miscellaneous 22,795 100,000 22.8% (77,205) 42,298 47,413 Transfers In (General & Insurance Fund) 52,500 373,500 14,1% (321,000) - - TotalRevenuesandOtherSources 10,024,259 11,852,500 84,6% (1,828,242) 9,508,557 10,649,503 Parks Division 7,002,386 8,127,847 862% 1,125,461 6,605,998 7,473,109 Recreation Division 2,481,446 2,828,630 87,7% 347,184 2,181,770 2,507,775 Golf Division 939,174 1,104,650 85,0% 165,476 915,935 1,026,426 Other Financing Uses -Transfers 80,000 80,000 100.0% - 922,000 922,000 Contingency - 100,000 0.0% 100,000 - - Total Expenditures and Other Uses 10,503,007 12,241,127 85,8% 1,738,120 10,625,703 11,929,310 Excess(Deficiency) of Revenues and Other Sources over Expenditures and Other Uses (478,748) (388,627) -23,2% (90,121) (1,117,146) (1,279,807) Fund Balance, Jul 1, 2015 503,628 392,641 128,3% 110,987 1,783,435 1,783,435 Fund Balance, Mar 31, 2017 $ 24,880 $ 4,014 619,8% $ 20,866 $ 666,289 $ 503,628 Reconciliation of Fund Balance; Restricted and Committed Funds - Unassigned Fund Balance $ 24,880 9. Mar FY17 Financial Report 7 4118f2017 i City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance March 31, 2017 Biennial Percent Biennial To Date Actuals Budget Collected 2013-2015 (21 Months) 2015.2011 Expended Balance Biennium to Date End of Biennium 250 Community Development Block fund Intergovernmental $ 240,282 $ 439,798 54,6% $ (199,516) $ 274,692 $ 335,060 Totai Revenues and Other Sources 240,282 439,798 54,6% (199,516) 274,692 335,060 Personal Services 54,728 65,420 83,7% 10,692 67,105 67,560 Materials and Services 208,803 374,378 55.8% 165,575 241,122 267,504 Total Expenditures and Other Uses 263,531 439,798 59.9% 176 267 308,228 335,064 Ezcess(Deficiency) of Revenues and Other Sources over Expenditures and Other Uses (23,249) - NfA (23,249) (33,536) (4) Fund Balance, Jul 1, 2015 33,797 1 3379700,0% 33,796 33,801 33,801 Fund Balance, Mar 31, 2017 $ 10,548 $ 1 1054819,0% $ 10 547 $ 265 $ 33,797 Reconciliation of Fund Balance: Restricted and Oommitted Funds 10,548 Unassigned Fund Balance $ - 9. Mar FY17 Financial Report 8 411812011 City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance March 31, 2017 Biennial Percent Biennial To Date Actuals Budget Collected 2013.2015 (21 Months) 2015.2017 Expended Balance Biennium to Date End of Biennium 255 Reserve Fund Interest on Investments $ 19,726 $ 34,000 58.0% $ (14,274) $ 13,630 $ 16,699 Interfund Loan 325,000 650,000 50,0% (325,000) 250,000 250,000 Transfers In - - NIA - - - Total Revenues and Other Sources 344,726 684,000 50.4% (14,274) 263,630 266,699 Interfund Loan (Health Benefits Fund) 515,544 850,000 60.7% 334,456 900,000 900,000 Transfer out - - NIA - 190,000 190,000 Total Expenditures and Other Uses 515,544 850,000 60.7% 334 456 1090 000 1,090,000 Ezcess(Defciercy) of Revenues and Other Sources over Expenditures and Other Uses (170,818) (166,000) -2.9% (4,818) (826,370) (823,301) =und Balance, Jul 1, 2015 196,279 204,580 95.9% (8,301) 1,019,580 1,019,580 Fund Balance, Mar 31, 2017 ~ 25,461 $ 38,580 66.0% ~ (13119) $ 193 210 $ 196,279 Reconciliation of Fund Balance: Restricted and Committed Funds 25,461 Unassigned Fund Balance $ (0) 9. Mar FY17 Financial Report 9 411812017 i City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance March 31, 2017 Biennial Percent Biennial To Date Actuals Budget Collected 2013-2015 (21 Months) 2015.2017 Expended Balance Biennium to Date End of Biennium 260 Street Fund Taxes $ 182,951 $ 96,700 189.2% $ 86,251 $ 83,246 $ 115,161 Intergovernmental 2,249,918 7,422,136 30,3% (5,172,218) 2,034,483 2,347,988 Charges for Services -Rates 3,773,196 4,219,700 89,4% (446,504) 3,525,251 4,038,568 Charges for Services -Misc. Service Fees 45,732 - NIA 45,732 51,571 57,612 System Development Charges 314,528 133,000 236.5% 181,528 229,787 245,552 Assessments 131,417 120,000 109.5% 11,417 118,791 126,991 Interestan Investments 73,509 48,000 153.1% 25,509 42,137 48,418 Miscellaneous 159,862 100,000 159,9% 59,862 356,422 356,423 Other Financing Sources - 3,306,854 0.0% (3 306,854) - - TotalRevenuesandOtherSources 6,931,112 15,446,390 44.9% {8,515,278) 6,441,688 7,336,713 Public Works -Ground Maintenance 420,956 494,400 85.1 % 73,444 304,478 393,835 Public Works -Street Operations 4,675,962 12,991,770 36,0% 8,315,808 4,002,146 4,642,473 Public Works -Street Operations Debt 114,473 246,710 46.4% 132,237 228,342 237,823 PublicWorks-StormWaterOperations 1,029,716 1,312,700 78.4% 282,984 948,142 1,079,458 Public Works -Storm Water Operations Debt 24,075 25,300 95,2% 1,225 24,892 26,317 Public Works-TransportationSDC's 340,707 2,956,854 11,5% 2,616,147 36,424 91,028 Public Works -Storm Water SDC's - - NIA - 4,670 4,670 Public Works -Local Improvement Districts - - NIA - - - Contingency - 99,000 0,0% 99,000 - - Total Expenditures and Other Uses 6,605,888 18,126,734 36,4% 11,520846 5 549,095 6,475,604 Ezcess(Deficiency) of Revenues and Other Sources over Expenditures and Other Uses 325,224 (2,680,344) 112,1% 3,005,568 892,593 861,109 =und Balance, Jul 1, 2015 5,278,231 4,702,624 112.2% 575 607 4,417122 4,417,122 Fund Balance, Mar 31, 2017 $ 5,603,455 $ 2,022,280 277.1% $ 3 581175 $ 5 309 715 $ 5,278,231 Reconciliation of Fund Balance: Restricted and Committed Funds 5,603,455 Unassigned Furid Balance $ 0 9. Mar FY17 Financial Report 1 O 411812011 i City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance March 31, 2017 Biennial Percent Biennial To Date Actuals Budget Collected 2013-2015 (21 Months) 2015.2017 Expended Balance Biennium to Date End of Biennium 280 Airport Fund Charges for Services -Rates $ 223,826 $ 276,000 81.1 % $ (52,174) $ 227,499 $ 274,192 Intereston Investments 1,888 500 377.5% 1,388 835 953 Other Financing Sources - 270,000 0.0% (270,000) - - Interfund Loan - - N1A - - - Total Revenues and Other Sources 225,714 546,500 41.3% (320,786) 228,334 275,145 Materials and Services 74,722 425,943 17.5% 351,221 117,610 133,293 Capital Outlay 45,882 88,000 52,1% 42,118 44,962 44,962 Debt Service 57,804 77,012 75.0% 19,268 57,804 77,072 Interfund Loan - - NIA - 19,000 19,000 Contingency - - #DIVIO! - - - Total Expenditures and Other Uses 178,408 591,015 302% 412,601 239,576 274,327 Ezcess(Def ciency) of Revenues and Other Sources over Expenditures and Other Uses 47,305 (44,515) 206.3% 91,820 (11,242) 818 Fund Balance, Jul 1, 2015 117,514 114,751 102,4% 2,763 116,696 116,696 Fund Balance, Mar 31, 2017 $ 164,819 $ 70,236 234.7% $ 94 583 $ 105 454 $ 117,514 Reconciliation of Fund Balance; Restricted and Committed Funds 164,819 Unassigned Fund Balance $ - 9. Mar FY17 Financial Report 11 411812017 i City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance March 31, 2017 Biennial Percent Biennial To Date Actuals Budget Collected 2013-2015 (21 Months) 2015.2017 Expended Balance Biennium to Date End of Biennium 410 Capital Improvements Fund Taxes $ 938,776 $ 1,093,400 85.9% $ (154,624) $ 752,315 $ 993,068 Intergovernmental 2,732 - NlA 2,732 - 520,240 Charges for Services-Internal 1,662,128 2,205,600 75.4% (543,472) 1,625,097 1,857,254 Charges for Services -Misc. Service Fees 7,000 - NIA 7,000 103,958 127,416 System Development Charges 101,971 129,416 78,8% (27,445) 93,323 97,839 Intereston Investments 35,599 22,600 157.5% 12,999 19,146 21,667 Miscellaneous 4,438 22,100 20,1% (17,662) 45,022 47,712 Other Financing Sources 870,000 3,050,045 28.5% (2,180,045) - - Transfer In (Insurance Fund) 100,000 100,000 100,0% - - - Total Revenues and Other Sources 3,722,644 6,623,161 56.2% (2,900,517) 2,638,861 3,665,195 PublicWorks-Facilities 1,665,945 2,820,650 59,1% 1,154,705 1,894,920 2,109,209 Administrative Services - SDC (Parks) 358,529 607,340 59.0% 248,811 - - Administrative Services -Open Space (Parks) 1,486,271 3,099,842 47.9% 1,613,571 816,727 816,727 Transfers Out (Debt Service Fund) 215,419 277,370 77.7% 61,951 83,479 83,479 Interfund Loan (Equipment Fund) - - NIA - 1,000 1,000 Contingency - 200,000 0.0% 200,000 - - Total Expenditures and Other Uses 3,726,164 7,005,202 53,2% 3 079 038 2 796,126 3,010,415 Ezcess(Def ciency) of Revenues and Other Sources over Expenditures and Other Uses (3,520) (382,041) 99.1 % 378,521 (157,265) 654,780 Fund Balance, Jul 1, 2015 2,749,486 1,918,994 143,3% 830,492 2,094,706 2,094,706 Fund Balance, Mar31, 2017 $ 2,745,966 $ 1,536,953 178,7% $ 1,209,013 $ 1,937,441 $ 2,749,486 Reconciliation of Fund Balance: Restricted and Committed Funds 2,745,965 Unassigned Fund Balance $ 0 9. Mar FY11 Financial Report 2 411812017 City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance March 31, 2017 Biennial Percent Biennial To Date Actuals Budget Collected 2013-2015 (21 Months) 2015.2017 Expended Balance Biennium to Date End of Biennium 411 Parks Capital Improvement Fund Charges for Services $ 13,137 $ 212,930 6.2% $ (199,793) $ 257,253 $ 316,201 Charges for Services -Internal 1,477,771 - NIA - - - Intergovernmental - 3,517,252 0.0°/° (3,517,252) 1,028,333 995,061 Interest on Investments 14,487 4,000 362.2% 10,487 3,093 3,356 Miscellaneous 16,555 - NlA - 18,372 23,441 Transfer In (Park Fund) - - NIA - 922,000 922,000 Total Revenues and Other Sources 1,521,950 3,734,182 40,8% (3,706,558) 2,229,051 ~ 2,260,059 Personal Services 138,505 189,930 72.9% 51,425 - - Materialsand Services 57,279 85,052 67,3% 27,773 1,331 1,331 Capital0utlay 908,863 3,732,837 24.3% 2,823,974 2,356,997 2,437,058 Total Expenditures and Other Uses 1,104,648 4,007,819 27.6% 2,903,171 2,358,328 2,438,389 Excess(Deficiericy) of Revenues and Other Sources over Expenditures and Other Uses 417,302 (273,637) 252.5% 690,939 (129,277) (178,330) Fund Balance, Jul 1, 2015 209,302 582,254 35.9% (372,952) 387,632 387,632 Fund Balance, Mar 31, 2017 $ 626,604 $ 308,617 203,0% $ 317987 $ 258,355 $ 209,302 Reconciliation of Fund Balance: Restricted and Committed Funds 626,604 Unassigned Fund Balance $ 0 9. Mar FY17 Financial Report 13 411812017 City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance March 31, 2017 Biennial Percent Biennial To Date Actuals Budget Collected 2013-2015 (21 Months) 2015.2017 Expended Balance Biennium to Date End of Biennium 530 Debt Services Taxes $ 990,527 $ 955,426 103,7% $ 35,101 $ 992,967 $ 1,019,824 Charges for Services -Internal 2,122,275 2,308,600 91.9% (186,325) 2,122,275 2,306,600 Charges for Services -Misc. Service Fees 140,365 149,036 94.2% (8,671) 122,497 132,076 Assessments - 400,000 0.0% (400,000) - - Intereston Investments 9,283 20,000 46.4% (10,717) 6,992 8,161 Miscellaneous - 58,604 0.0% (58,604) 6 6 Transfer In (General Fund & CIP) 311,429 473,940 65.7% (162,511) 275,303 275,303 Other Financina Sources - - NIA - - - Tota Revenues and Other Sources 3,573,879 4,365,606 81.9% (791,727) 3,520,041 3,743,970 Materials and Services 800 - NIA - 6,294 6,294 Debt Service 3,206,921 4,270,200 75.1% 1,063,279 3,255,829 3,661,939 Interfund Loan (Central Service Fund) - - NIA - 364,795 364,795 Tota Expenditures and Other Uses 3,207,721 4,270,200 75.1% 1,063,279 3,626,918 4,033,028 Ezcess(Deficiency) of Revenues and Other Sources over Expenditures and Other Uses 366,158 95,406 383.8% 270,752 (106,878) (289,058) Fund Balance, Jul 1, 2015 861,560 753,948 114.3% 107,612 1,150,618 1,150,618 Fund Balance, Mar 31, 2017 $ 1,227,718 $ 849,354 144,5% $ 378364 $ 1043740 $ 861,560 Reconciliation of Fund Balance; Restricted and Committed Funds 1,227,718 Unassigned Fund Balance $ - 9. Mar FY17 Financial Report 4 4118!2017 i City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance March 31, 2017 Biennial Percent Biennial To Date Actuals Budget Collected 2013-2015 (21 Months) 2015.2017 Expended Balance Biennium to Date End of Biennium 670 Water Fund Taxes $ 10 $ - NlA $ 10 $ 69 $ 80 Intergovernmental 14,897 14,000 106,4% 897 96,747 160,220 Charges for Services -Rates 12,466,267 13,954,600 89.3% (1,488,333) 10,457,019 11,913,085 Charges for Services -Misc. Service Fees 184,597 - NlA 184,597 147,446 164,472 System Development Charges 510,124 200,000 255.1% 310,124 538,131 597,443 Intereston Investments 80,475 40,800 197.2% 39,675 51,037 56,607 Miscellaneous 64,453 24,000 268.6% 40,453 18,089 34,573 Other Financing Sources 542,455 14,990,125 3,6°/° (14,447670) 1,654,000 1,724,546 Total Revenues and Other Sources 13,863,278 29,223,525 47.4% (15,360,247) 12,962,537 14,651,026 Public Works -Conservation 455,870 696,025 65.5% 240,155 365,415 442,021 Fire - Foresf Lands - - N!A - 764,510 889,478 Public Works -Water Supply 2,223,679 2,557,935 86,9% 334,256 4,461,662 4,819,863 Public Works -Water Supply Debt 18,435 18,971 97.2% 536 44,087 44,787 PublicWorks-WaterDistribution 4,974,154 9,595,707 51.8% 4,621,553 2,029,446 2,289,201 Public Works -Water Distribution Debt 478,981 502,133 95.4% 23,152 428,359 467,434 PublicWorks-WaterTreatment 2,004,692 13,941,884 14,4% 11,937,192 4,707,996 5,364,675 Public Works -Water Treatment Debt 243,896 281,543 86,6% 37,647 635,635 662,801 Public Works - Improvement SDC's 419,904 3,170,335 132% 2,750,431 384,883 507,905 Public Works - Debt SDC's 132,282 361,658 36.6% 229,376 238,071 241,845 Debt Service 31,923 1,417,012 2.3% 1,385,089 - - Interfund Lcan - - NIA - 150,000 150,000 Transfers (General Fund) 437,500 500,000 87.5% 62,500 - - Contingency - 170,000 0.0% 170,000 - - Total Expenditures and Other Uses 11,421,316 33,213,203 34.4% 21,791,887 14,210,064 15,880,009 Ezcess(Defciency) of Revenues and Other Sources over Expenditures and Other Uses 2,441,962 (3,989,678) 161.2% 6,431,640 (1,247,528) (1,228,983) Fund Balance, Jul 1, 2015 5,208,593 6,061,702 65.9% (853,109) 6437,575 6,437,575 Fund Balance, Mar 31, 2017 $ 7,650,555 $ 2,072,024 369.2% $ 5 578 531 $ 5190 047 $ 5,208,593 Reconciliation of Fund Balance; Restricted and Committed Funds 4,498,182 Unassigned Fund Balance $ 3,152,373 9, Mar FYt7 Financial Report 15 4iisrza~7 City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance March 31, 2017 Biennial Percent Biennial To Date Actuals Budget Collected 2013-2015 (21 Months) 2015.2017 Expended Balance Biennium to Date End of Biennium 675 Wastewater Fund Taxes $ 3,447,921 $ 4,264,260 80,9% $ (816,339) $ 3,009,255 $ 3,972,266 Charges for Services -Rates 9,191,334 10,787,000 852% (1,595,666) 7,634,243 8,796,565 Charges for Services -Misc. Service fees 26,500 - N!A 26,500 26,500 26,500 System Development Charges 188,022 130,000 144,6% 58,022 173,239 193,560 Interest on Investments 85,352 30,000 284,5% 55,352 37,479 42,965 Miscellaneous 1,619 - NIA 1,619 6,037 6,037 Other Financing Sources 53,424 5,318,700 1.0% (5 265,276) - 114,043 Total Revenues and Other Sources 12,994,171 20,529,960 63.3% (7,535,789) 10,886,754 13,151,936 Public Works -Wastewater Collection 3,546,233 5,349,514 66.3% 1,803,281 3,366,164 3,854,489 Public Works -Wastewater Collection Debt 128,441 147,457 87.1°/° 19,016 131,358 151,071 Public Works -Wastewater Treatment 4,297,940 10,163,710 422% 5,885,770 4,307,776 4,980,940 Public Works-WastewaterTreatmentDebt 1,789,673 3,237,300 55.3% 1,447,627 1,833,655 3,253,029 Public Warks - Reimbursements SDC's 13,039 15,000 86.9% 1,961 15,219 20,331 Public Works - Improvements SDC's - 3,676,644 0.0% 3,676,644 82,005 87,507 Debt Service - - NIA - - - Contingency - 192,000 0.0% 192,000 - - Total Expenditures and Other Uses 9,775,326 22,801,625 42.9% 13,026,299 9,736,177 12,347,367 Excess(Deficiency) of Revenues and Other Sources over Expenditures and Other Uses 3,218,845 (2,271,665) 241.7% 5,490,510 1,150,577 804,569 Fund Balance, Jul 1, 2015 5,095,343 4,464,697 114,1% 630,646 4,290,774 4,290,774 Fund Balance, Mar31, 2017 $ 8,314,188 $ 2,193,032 379,1% $ 6121,156 $ 5441,351 $ 5,095,343 Reconciliation of Fund Balance; Restricted and Committed Funds 2,738,978 Unassigned Fund Balance $ 5,575,210 9. Mar FY17 Financial Report 16 411812017 City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance March 31, 2017 Biennial Percent Biennial To Date Actuals Budget Collected 2013-2015 (21 Months) 2015.2017 Expended Balance Biennium to Date End of Biennium 690 Electric Fund Intergovernmental $ 464,937 $ 323,000 143.9% $ 141,937 $ 287,112 $ 335,700 Charges for Services -Rates 25,698,778 29,539,358 87,0% (3,840,580) 24,077,266 27,210,985 Charges for Services -Misc. Service Fees 425,174 453,686 93,7% (28,512) 248,894 278,280 Intereston Investments 18,056 14,715 122.7% 3,341 13,719 15,714 Miscellaneous 172,489 322,974 53,4% (150,485) 266,203 288,885 Total Revenues and Other Sources 26,779,434 30,653,733 87,4% (3,874,300) 24,893,195 28,129,564 Administration-Conservation 1,242,296 1,420,030 87.5% 177,734 1,130,866 1,387,220 Electric-Supply 12,141,736 14,051,887 86.4% 1,910,151 11,190,320 12,831,515 Electric-Distribution 11,423,243 14,041,211 81,4% 2,617,968 10,985,023 12,558,899 Electric-Transmission 1,566,772 1,925,945 81.4% 359,173 1,650,121 1,876,536 Debt Service 46,007 46,688 98,5% 681 46,821 47,771 Contingency - 279,000 0.0% 279,000 - - Total Expenditures and Other Uses 26,420,054 31,764,761 83.2% 5,344,707 25,003,151 28,701,941 Excess(Def ciency) of Revenues and Other Sources over Expenditures and Other Uses 359,379 (1,111,028) 132.3% 1,470,407 (109,956) (572,377) Fund Balance, Jul 1, 2015 1,755,163 1,479,265 118.7% 275,898 2,327,540 2,327,540 Find Balance, Mar 31, 2017 $ 2,114,542 $ 368,237 574.2% $ 1746 305 $ 2 217,584 $ 1,755,163 Reconciliation of Fund Balance: Restricted and Committed Funds - UnassignedFund Balance $ 2,114,542 9. Mar FY17 Financial Report 17 4!1812017 City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance March 31, 2017 Biennial Percent Biennial To Date Actuals Budget Collected 2013-2015 (21 Months) 2015.2017 Expended Balance Biennium to Date End of Biennium 695 Telecommunications Fund Charges for Services -Rates $ 3,572,353 $ 4,363,565 81,9% $ (791,212) $ 3,397,337 $ 3,889,563 Intereston Investments 3,285 1,943 169.1% 1,342 2,149 2,257 Miscellaneous 696 - N!A 696 4,750 4,750 Interfund Loan 315,544 400,000 78,9% (84,456) - - Total Revenues and Other Sources 3,891,876 4,765,508 81,7% (873,630) 3,404,237 3,896,570 Personal Services 1,106,711 1,343,230 82.4% 236,519 1,146,809 1,299,335 Materials & Services 1,510,648 2,028,504 74.5% 517,856 1,546,920 1,764,465 Capital0utlay 218,480 250,000 87.4% 31,520 252,106 297,337 Debt - Transfer to Debt Service Fund 818,000 818,000 100.0% - 818,000 818,000 Contingency - 250,000 0.0% 250,000 - - Total Expenditures and Other Uses 3,653,839 4,689,734 77,9% 1,035,896 3,763,835 4,179,137 Ezcess(Deficiency) of Revenues and Other Sources over Expenditures and Other Uses 238,039 75,774 314.1 % 162,265 (359,598) (282,567) Fund Balance, Jul 1, 2015 305,058 251,528 121,3% 53,530 587,625 587,625 Fund Balance, Mar 31, 2017 $ 543,097 $ 327,302 165,9% $ 215 795 $ 228 027 $ 305,058 Reconciliation of Fund Balance: Restricted and Committed Funds - Unassigned Funtl Balance $ 543,097 9. Mar FY17 Financial Report 18 4118!2017 i City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance March 31, 2017 Biennial Percent Biennial To Date Actuals Budget Collected 2013-2015 (21 Months) 2015.2017 Expended Balance Biennium to Date End of Biennium 710 Central Service Fund Taxes $ 161,904 $ 148,800 108.8% $ 13,104 $ 117,026 $ 144,476 Intergovernmental - - N(A - - - Charges for Services -Internal 11,294,699 13,068,435 86.4% (1,773,736) 10,520,051 12,037,871 Charges for Services -Misc. Service Fees 567,179 572,330 99.1% (5,151) 323,605 365,186 Interest on Investments 15,118 10,000 151.2% 5,118 19,792 21,344 Miscellaneous 306,645 250,000 122.7% 56,645 191,256 219,539 Interfund Loan (Equipment Fund) - 400,000 0.0% 400,000 364,795 364,795 Transfer in (Insurance Fund) 417,000 417,000 100.0% - 90,000 90,000 Total Revenues and Other Sources 12,762,546 14,866,565 85,8% (1,304,019) 11,626,525 13,243,212 Administration Department 3,075,507 3,414,820 90,1% 339,313 2,444,021 2,797,218 Information Technology -Info Services Division 2,282,808 2,907,638 78,5% 624,830 2,055,680 2,396,771 Administrative Services Department 4,109,820 4,867,097 84.4% 757,277 3,393,540 3,866,706 City Recorder Division 863,862 992,590 87,0% 128,728 753,748 868,755 Public Works-Administration and Engineering 2,918,582 3,566,522 81,8% 647,940 2,853,943 3,266,434 Interfund Loan - - NIA - - - Contingency - - #DIVIO! - - - Total Expenditures and Other Uses 13,250,579 15,748,667 84.1% 2,498,088 11,500,932 13,195,884 Ezcess(Defciercy) of Revenues and Other Sources over Expenditures and Other Uses (488,033) (882,102) 44.7% 394,069 125,593 47,327 ~und Balance, Jul 1, 2015 900,608 898,651 100.2% 1,957 853,281 853,281 Fund Balance, Mar 31, 2017 $ 412,575 $ 16,549 2493,1 % ~ 396 026 $ 978 874 $ 900,608 Reconciliation of Fund Balance; Restricted and Committed Funds 305,000 Unassigned Fund Balance $ 107,575 9. Mar FY17 Financial Report 9 411812017 i City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance March 31, 2017 Biennial Percent Biennial To Date Actuals Budget Collected 2013-2015 (21 Months) 2015.2017 Expended Balance Biennium to Date End of Biennium 720 Insurance Service Fund Charges for Services-Internal $ 1,311,077 $ 1,560,000 84,0% $ (248,923) $ 1,243,139 $ 1,480,865 Interest on Investments 15,680 13,000 120.6% 2,680 12,585 16,485 Miscellaneous 59,720 80,000 74.6% (20,280) 1,282,105 1,574,390 Total Revenues and Other Sources 1,386,477 1,653,000 83,9% (266,523) 2,537,829 3,071,740 Personal Services 175,570 204,960 85,7% 29,390 156,035 179,228 Materials and Services 1,441,460 1,814,790 79.4% 373,330 1,312,005 1,475,087 Transfer Out (Multiple 4 funds) 569,500 1,069,500 532°/° 500,000 - 500,000 Contingency - 390,000 0.0% 390,000 - - Total Expenditures and Other Uses 2,186,530 3,479,250 62.8% 1,292,720 1,468,040 2,154,315 Ezcess(Defciency) of Revenues and Other Sources over Ezpentlitures and Other Uses (800,054) (1,826,250) 56.2% 1,026,196 1,069,789 917,425 Fund Balance, Jul 1, 2015 1,766,283 1,962,888 90,0% (196,605) 848,858 848,858 Fund Balance, Mar 31, 2017 $ 966,229 $ 136,638 707.1% ~ 829591 $ 1918647 $ 1,766,283 Reconciliation of Fund Balance; Restricted and Committed Funds 966,229 Unassigned Fund Balance $ 0 9. Mar FY17 Financial Report 20 411812011 i City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance March 31, 2017 Biennial Percent Biennial To Date Actuals Budget Collected 2013-2015 (21 Months) 2015.2017 Expended Balance Biennium to Date End of Biennium 725 Health Benefits Fund Charges for Services -Internal $ 8,700,031 $ 9,730,000 89,4% $ (1,029,969) $ 7,130,570 $ 8,15$,032 Intereston Investments 7,199 10,000 72,0% (2,801) 3,223 3,614 Miscellaneous 12,886 - NlA 12,886 211,195 211,795 Interfund Loan (Reserve Fund) 200,000 450,000 44,4% (250,000) 900,000 900,000 Transfer In (Insurance Fund) - 500,000 0.0% (500 000) - 500,000 Total Revenues and Other Sources 8,920,116 10,690,000 83.4% (1,769,884) 8,245,589 9,773,441 Materials and Services 8,747,019 9,830,000 89.0% 1,082,981 7,986,099 9,049,715 Interfund Loan 325,000 650,000 50,0% 325,000 250,000 250,000 Contingency - 250,000 0.0% 250,000 - - Total Expenditures and Other Uses 9,072,019 10,730,000 84.5% 1,657,981 8,236,099 9,299,715 Ezcess(Def ciency) of Revenues and Other Sources over Expenditures and Other Uses - (151,903) (40,000) 379.8% (111,903) 9,490 473,726 Fund Balance, Jul 1, 2015 473,726 73,370 645.7% 400,356 - - Fund Balance, Mar 31, 2017 $ 321,823 $ 33,370 964.4% $ 288453 $ 9,490 $ 473,726 Reconciliation of Fund Balance: Restricted and Committed Funds 321,823 Unassigned Fund Balance $ (0) 9. Mar FY17 Financial Report 2.~ 411812011 i City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance March 31, 2017 Biennial Percent Biennial To Date Actuals Budget Collected 2013-2015 (21 Months) 2015.2017 Expended Balance Biennium to Date End of Biennium 730 Equipment Fund Charges for Services -Internal $ 3,420,077 $ 4,538,460 75,4% $ (1,118,383) $ 3,157,689 $ 3,606,929 Charges for Services -Misc. Service Fees 289,423 - NIA 289,423 36,321 44,919 Intereston Investments 43,624 35,000 124.6% 8,624 28,385 31,805 Miscellaneous 75,559 170,000 44.4% (94,441) 149,378 170,026 Interfund Loan (Airport & Water Fund) - 106,000 0.0% (106 000) 170,000 170,000 Total Revenues and Other Sources 3,828,683 4,849,460 79.0% (1,020,777) 3,541,774 4,023,679 Public Works -Maintenance 2,345,568 2,961,860 792% 616,292 1,849,461 2,084,345 Public Works -Purchasing and Acquisition 1,123,071 1,330,500 84,4% 207,429 2,339,860 2,359,891 Interfund Loan - 965,200 0.0% 965,200 - - Contingency - 70,000 0.0% 70,000 - - Total Expenditures and Other Uses 3,468,639 5,327,560 65.1% 1,858,921 4,189,321 4,444,236 Excess(Deficiency) of Revenues and Other Sources over Expenditures and Other Uses 360,044 (478,100) 175.3% 838,144 (647,547) (420,557) Fund Balance, Jul 1, 2015 2,937,106 2,446,794 120.0% 490,312 3,357,663 3,357,663 Fund Balance, Mar 31, 2017 $ 3,297,150 $ 1,968,694 167,5% $ 1328 456 $ 2 710116 $ 2,937,106 Reconciliation of Fund Balance; Restricted and Committed Funds 3,297,150 Unassigned Fund Balance ~ - 9. Mar FY17 Financial Report 22 411812017 i City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance March 31, 2017 Biennial Percent Biennial To Date Actuals Budget Collected 2013.2015 (21 Months) 2015.2017 Expended Balance Biennium to Date End of Biennium 731 Parks Equipment Fund Charges for Services -Internal $ 455,000 $ - N(A $ 455,000 $ - $ - Intereston Investments 1,519 - NIA 1,519 - - Miscellaneous - - NIA - - - Interfund Loan - 439,000 0.0% - - - Transfer In (Park Fund) 80,000 80,000 100.0% - - - Total Revenues and Other Sources 536,519 519,000 103.4% 456,519 - - Capital Outlay 360,210 439,000 82.1 78,790 - - InterfundLoan - 40,000 0.0% - Total Expenditures and Other Uses 360,210 439,000 82.1% 78,790 - - Excess(Defciency) of Revenues and Other Sources over Expenditures and Other Uses 176,308 80,000 220.4% 96,308 - - Fund Balance, Jul 1, 2015 - - 0.0% - - Fund Balance, Mar 31, 2017 $ 176,308 $ 80,000 220.4% $ 96 308 $ - $ - Reconciliation of Fund Balance; Restricted and Committed Funds 176,308 Unassigned Fund Balance $ - 9. Mar FY17 Financial Report 23 411812017 City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance March 31, 2017 Biennial Percent Biennial To Date Actuals Budget Collected 2013.2015 (21 Months) 2015.2017 Expended Balance Biennium to Date Entl of Biennium 810 Cemetery Fund Charges for Services -Rates $ 28,308 $ 50,000 56.6% $ (21,692) $ 42,474 $ 47,767 Interest on Investments 12,993 10,800 120,3% 2,193 8,022 9,139 Miscellaneous - - NIA - (145) (145) Transfer In (General Fund) 1,000 1,000 100,0% - 1,000 1,000 Total Revenues and Other Sources 42,300 61,800 68.4% (19,500) 51,351 57,761 Transfers 12,993 10,800 120.3% (2,193) 8,022 9,139 Total Expenditures and Other Uses 12,993 10,800 120.3% (2,193) 8,022 9,139 Excess(Defciency) of Revenues and Other Sources over Expenditures and Other Uses 29,308 51,000 57,5% (21,692) 43,329 48,622 Fund Balance, Jul 1, 2015 922,666 923,046 100,0% (380) 874,044 874,044 Fund Balance, Mar31, 2017 $ 951,974 $ 974,046 97,7% $ (22072) $ 917,373 $ 922,666 Reconciliation of Fund Balance; Restricted and Committed Funds 951,974 Unassigned Fund Balance $ - 9. Mar FY17 Financial Report 24 411812017 i it Business Meetin Cou nc . ~ Second Reading of an Ordinance Amending AMC 1.08.005E Updating Title: ELEA Persistent Violations From: Doug McGeary Asst. City Attorney legalcontractor .ashland.or.us Summ~_ This agenda item is the second reading of an ordinance to amend AMC 10.120.020, adding two additional. violations to the Enhanced Law Enforcement Area (ELEA) of downtown Ashland. The addition of these same ELEA violations are cross-referenced in AMC 1.08.005F(2) and were inadvertently not updated in the Code Compliance Officers chapter in November 17, 2015. This Ordinance will correct that oversight. On April 28, 2017, council passed this ordinance at its first reading with no changes, moving it on to its second reading as presented herein. Actions, Options, or Potential Motions: 1. Approve second reading of an ordinance titled, "Ordinance Amending AMC Chapter 1.08 General Penalties, Section 1.08.OOSF(2) To Reflect Prior Amendment To AMC 10.120.020 Persistent Violation" as presented. OR 2. Council could take no action. Staff Recommendation: Approve second reading of the proposed ordinance. Resource Requirements: N/A Policies, Plans and Goals Supported: • Public Safety (Council Goal) 23. Support innovative programs that protect the community • ualit o~ f Life (Administrative Goal) Provide, promote and enhance the security/safety, environmental health, and livability of the community. • Public Safety (Administrative Objective) 24. Increase safety and security city-wide Background and Additional Information: Council amended AMC Chapter 10, Section 10.120.020 on November 17, 2015, to address the problems of persistent violations of law in the downtown area and persistent failure to appear in court, by adding two new persistent violations. Upon codification of the aforesaid ordinance on Pagelof2 CITY l7F S H LAN i Persistent Violation and Persistent Failure to Appear, an update of those same persistent violations should have been cross-referenced in AMC Chapter 1.08 General Penalties. This ordinance will provide that update. Attachments: Ordinance Page 2 of 2 C I I Y O F SH LAN I ORDINANCE N0. AN ORDINANCE AMENDING AMC CHAPTER 1.08 GENERAL PENALTIES, SECTION 1.08.005F TO REFLECT PRIOR AMENDMENT TO AMC 10.120.020 PERSISTENT VIOLATION Annotated to show ,a°'and additions to the code sections being modified. Deletions are bold ' and additions are bold underlined. WHEREAS, Article 2. Section 1 of the Ashland City Charter provides: Powers of the City. The City shall have all powers which the constitutions, statutes, and common law of the United States and of this State expressly or impliedly grant or allow municipalities, as fully as though this Charter specifically enumerated each of those powers, as well as all powers not inconsistent with the foregoing; and, in addition thereto, shall possess all powers hereinafter specifically granted. All the authority thereof shall have perpetual succession. WHEREAS, Council amended AMC Chapter 10, Section 10.120.020 on November 17, 2015 to address the problems of persistent violations of law in the downtown area and persistent failure to appear in court, by adding two persistent violation; and WHEREAS, effectuating the new ordinance on Persistent Violation and Persistent Failure to Appear, requires across-reference update of those persistent violations in AMC Chapter 1.08. THE PEVPLE OF THE CITY OF ASHLAND DO ORDAIN AS FOLLOWS: SECTION 1. Chapter 1.08 General Penalties of the Ashland Municipal Code is hereby amended to read as follows: 1.08.005 Code Compliance Officers F. Default I Criminal Charges I Warrantl Presumptive Arrest (1) Failure to appear on a violation citation may result in a default judgment, criminal prosecution for failure to appear [See ORS 153.992, ORS 133.076], a Court order to show cause for Contempt, as well as issuance of an arrest warrant. (2) Notwithstanding F(1) above, court appearance is mandatory for the following violations occurring within an Enhanced Law Enforcement Area as provided in AMC 10.120.020: a. AMC 9.08.11 o--Scattering Rubbish; b. AMC 9.08.170--Unnecessary noise; c. AMC 9.16.010--Dogs-Control Required; d. AMC 10.40.030--Consumption of Alcohol in Public; e~ e. AMC 10.40.040--Open Container of Alcohol in Public; f. AMC 9.16.015 - Doi License Required; or Ordinance No. Page 1 of 2 I ORS 475B.280 -Use of marijuana in public place prohibited. SECTION 2. Savings. Notwithstanding this amendment/repeal, the City ordinances in existence at the time any criminal or civil enforcement actions were commenced, shall remain valid and in full force and effect for purposes of all cases filed or commenced during the times said ordinances(s) or portions thereof were operative. This section simply clarifies the existing situation that nothing in this Ordinance affects the validity of prosecutions commenced and continued under the laws in effect at the time the matters were originally filed. SECTION 3. Severability. The sections, subsections, paragraphs and clauses of this ordinance are severable. The invalidity of one section, subsection, paragraph, or clause shall not affect the validity of the remaining sections, subsections, paragraphs and clauses. SECTION 4. Codification. Provisions of this Ordinance shall be incorporated in the City Code and the word "ordinance" maybe changed to "code", "article", "section", "chapter" or another word, and the sections of this Ordinance may be renumbered, or re-lettered, provided however that any Whereas clauses and boilerplate provisions (i.e. Sections 2-4) need not be codified and the City Recorder is authorized to correct any cross-references and any typographical errors. The foregoing ordinance was first read by title only in accordance with Article X, Section 2(C) of the City Charter on the day of , 2017, and duly PASSED and ADOPTED this day of , 2017. Barbara M. Christensen, City Recorder SIGNED and APPROVED this day of , 2017. John Stromberg, Mayor Reviewed as to form: David H. Lohman, City Attorney Ordinance No. Page 2 of 2 i n it Business Meetin Cou c . ~ Title: Second Reading of an Ordinance re Water Connections Outside City Limits From: Doug McGeary Asst. City Attorney legalcontractor@ashland.or.us Summar This agenda item is the second reading of an ordinance regarding the City's water supply and water conservation ever-present concerns. AMC 14.04.060 has been routinely interpreted to have addressed these concerns by prohibiting premises outside the City from connecting to the City water system, with a few clearly-defined exceptions. The amendment to AMC 14.04.060 proposed in this agenda item is intended to unambiguously confirm that routine interpretation. At its first: reading on April 18, 2017, a typographical error was noted in the ordinance and is corrected in Section 1. 14.04.060B.3.i. changing the word "direction" to "discretion" and passed first reading without any other changes. Actions, options, or Potential Motions: 1. Approve second reading of an Ordinance titled, "An Ordinance Amending AMC 14.04.060 Water Connections Outside the City Limits" (with the correction of one word in Section 1. 14.04.060B. 3. i. "direction" to "discretion "J as presented. 2. Council could take no action. Staff Recommendation: Approve second reading of the proposed Ordinance as presented. Resource Requirements: N/A Policies, Plans and Goals Supported: N/A Background and Additional Information: AMC 14.04.060A currently says, "no premises located outside the City of Ashland maybe connected to the city water system except as provided herein". To avoid possible misinterpretation ofthe word connected in this limitation, staff proposes amending the provision to make clear that usin water from the City water system on premises outside the City - whetherthe water is obtained by direct connection or otherwise - is disallowed except upon Council approval, in the narrow circumstances already set forth in AMC 14.04.060B and C. Pagelof2 CITY OF 5 H LAN s This proposed amendment does not change City policy as it apparently has been interpreted ever since the enactment of AMC 14.04.060. The amendment simply clarifies and confirms that interpretation. Past enforcement of this provision may have been sporadic as a result of necessarily being complaint-driven, but enforcement that has occurred has been consistent with that broad interpretation. An additional change in language in AMC 14.04.060C is intended to clarify that all of the requirements in subsections B.3 and C.l -4 must be met before Council can approve use of water on premises outside the City, except in the case of connections authorized by the Council for City or other governmental facilities or those authorized prior to June 18,1997. Lastly, the proposed amendment modifies existing AMC 14.04.060E to make clear that violation of Chapter 14.04 could result in restriction or termination of service, in addition to a fine of up to $325 per day for individual and $500 per day for a business entity. The current provision makes $500 per day the maximum penalty for violation. After passing a version of the proposed ordinance on First Reading at its November 15, 2016 meeting, Council decided to table the proposed Second Reading until it could explore the issues involved at a study session. At its March 6.2017, Study Session, the Council gathered additional information and directed staff to clarify the proposed ordinance with respect to the Council's discretion, and bring a new version to Council at a future meeting. Attachments: Proposed Ordinance Page 2 of 2 C I? Y ~ F S H LAN I ORDINANCE N0. AN ORDINANCE AMENDING AMC 14.04.060 WATER CONNECTIONS OUTSIDE THE CITY LIMITS Annotated to show ~~.°+~and additions to the code sections being modified. Deletions are bold ' and additions are bold underlined. WHEREAS, Article 2. Section 1 of the Ashland City Charter provides: Powers of the City. The City shall have all powers which the constitutions, statutes, and common law of the United States and of this State expressly or impliedly grant or allow municipalities, as fully as though this Charter specifically enumerated each of those powers, as well as all powers not inconsistent with the foregoing; and, in addition thereto, shall possess all powers hereinafter specifically granted. All the authority thereof shall have perpetual succession. WHEREAS, water provided through the city water system is a precious, limited resource; WHEREAS, transporting and treating water delivered through the city water system are services provided for the benefit of premises within the City of Ashland; WHEREAS, the current Chapter 14.04.060 of the Ashland Municipal Code evidently is intended to preclude the use of water from the city water system on premises located outside the City of Ashland except under clearly specified conditions; and WHEREAS, the addition of clarifying language in Chapter 14.04.060 to set forth more explicitly the limitation on using water from the city water system on premises located outside the city would be beneficial for purposes of public understanding and enforcement. THE PEOPLE OF THE CITY OF ASHLAND DO ORDAIN AS FOLLOWS: SECTION 1. Ashland Municipal Code 14.04.060 Water Connections Outside City the Limits is amended to read as follows: 14.04.060 Water Connections Outside the C~ Limits A. Except as provided herein, ono premises located outside the City of Ashland maybe connected to the city water system °°^°r+ °r ~r°177°a "°rci i or make use of water obtained through a direct or indirect connection to the city water system. B. Premises outside the city maybe connected to the city water system only as follows: Ordinance No. Page 1 of 3 1. Connections authorized by the council prior to June 18, 1997. 2. Connections authorized by the council for city or other governmental facilities. 3. Connections authorized by resolution of the council where the council finds: i. The connection is determined, at the Council's ~-ectinn discretion, to be in the best interest of the City of Ashland and to not be detrimental to the City's water facilities or resources. 11. The applicant secures, in writing, a statement from the Environmental Health Division, Health Department, Jackson County, Oregon, that the existing water system f:or the premises has failed. 111. The failed water system cannot feasibly be repaired or improved and there is no other feasible source of water for the premises. iv. An Ashland water main or line exists within 100 feet of the premises. v. The connection is to premises within the city's urban growth boundary. C. Connections authorized under subjection B.3. above shall be made only after all the criteria in subsection B.3. and the following conditions have been met: 1. The applicant for water service pays the water connection fee for connections outside the city and the systems development charges established by the City. 2. Irl the event dwellings or buildings connected to the water system are subsequently replaced for any reason, then the replacement building or dwelling may continue to be connected to the water system of the City as long as the use of the water system will not be increased as determined by the Director of Public Works. 3. The applicant furnish to the City a consent to the annexation of the premises and a deed restriction preventing the partitioning or subdivision of the land prior to annexation to the City, signed by the owners of record and notarized so that it may be recorded by the City and binding on future owners of the premises. The cost of recording the deed restriction shall be paid by the property owner. 4. The property owner shall execute a contract with the City of Ashland which provides for: payment of all charges connected with the provision of water service to the property; compliance with all ordinances of the city related to water service and use; termination of service for failure to comply with such ordinances and that failure to pay for charges when due shall automatically become a lien upon the property. A memorandum of the contract shall be recorded in the county deed records with the cost of recording to be paid by the property owner. D. The requirements of this Section are in addition to, and not in lieu of, land use approvals and authorizations necessary for extra-territorial extension of water service required by Oregon law. E. ~ r~+~, ,r ~~rr ~ ,nQ, Any person who violates any provision of this Chapter shall be punished as set forth in Section 1.08.020 of the Ashland Municipal Code, in addition to other legal and equitable remedies available to the City of Ashland, including restriction or termination of service. Ordinance No. Page 2 of 3 I SECTION 2. Savings. Notwithstanding this amendment/repeal, the City ordinances in existence at the time any criminal or civil enforcement actions were commenced, shall remain valid and in full force and effect for purposes of all cases filed or commenced during the times said ordinances or portions thereof were operative. This section simply clarifies the existing situation that nothing in this Ordinance affects the validity of prosecutions commenced and continued under the laws in effect at the time the matters were originally filed. SECTION 3. Severability. The sections, subsections, paragraphs and clauses of this ordinance are severable. The invalidity of one section, subsection, paragraph, or clause shall not affect the validity of the remaining sections, subsections, paragraphs and clauses. SECTION 4. Codification. Provisions of this Ordinance shall be incorporated in the City Code, and the word "ordinance" maybe changed to "code", "article", "section", or another word, and the sections of this Ordinance may be renumbered or re-lettered, provided however, that any Whereas clauses and boilerplate provisions (r. e., Sections 2-4] need not be codified, and the City Recorder is authorized to correct any cross-references and any typographical errors. The foregoing ordinance was first read by title only in accordance with Article X, Section 2(C) of the City Charter on the day of , 2017, and duly PASSED and ADOPTED this day of , 2017. Barbara M. Christensen, City Recorder SIGNED and APPROVED this day of , 2017. John Stromberg, Mayor Reviewed as to form: David H. Lohman, City Attorney Ordinance No. Page 3 of 3