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Home My WebLink About2025-06-03 Council Meeting Councid Business Meeting Agenda ASHLAND CITY COUNCIL BUSINESS MEETING AGENDA Tuesdlay,June 3, 2025 Council Chambers, 1175 E Main Street Live stream via RVTV Prime at irvtv.sou.edu or broadcast on Spectrum 180& 181., Public testimony will be accepted for both general public forum items and agenda items. If you ouldl like to submit written testimony or if you wish to speak electronically during the meeting, complete the online IPublic Testimo: n Form no later than 10 a.m. the day of the meeting. 6:00 p.m. Regular Business Meeting L CALL TO ORDER a. Landl Acknowledgement" Il. PLEDGE OF ALLEGIANCE Ill. ROLL,CALL IV., MAYOR'S/CHAIR OF THE COUNCIL,ANNOUNCEMENT a. National Flag Week Proclamation V. APPROVAL,OF MINUTES a. Minutes of the May 19, 2'025—Study Session Meeting b. Minutes of the May 20, 2'025- Business Meeting VI. CONSENT AGENDA a. Approval of Liquor License for Little Tokyo, Live at the Armory, and Tacos,Libertad b. Resolution No. 2'O2'5-14 -A Resolution Relating to Solid Waste Management Service Rate and Repealing Resolution 2024-11. C. Contingency Draw for Fire Department dl. Water Rate Resolution-Approval of 2025-2027 Biennium Water Rates e. Approval of Goods& Services Contract—Water Quality Temperature Trading Program Partnership (2025-2031); Phase 3A Stewardship& Monitoring f. A Resolution Allocating BN23-25 Transient Lodging Tax Funds to the Oregon Shakespeare Festival g. Approval of Personal Services Contract-Ashland Chamber of Commerce (DBA Travel Ashland) Destination Marketing Activities Vil. SPECIAL PRESENTATIONS a. ODFW Special Presentation Vill. PUBLIC FORUM 15 minutes—Public input or comment on City business not included on the agenda IX., PUBLIC HEARING a. Biennium Budget Adoption and Approval of Other Related Budget Resolutions b. Public Hearing and First Reading of Ordinance 3264 Creating Section 13.40 of the Ashland Municipal Code Establishing Recreational Immunity Protections C. Public Hearing and First Reading of Ordinance 3265, adopting the 2025 Economic Opportunities Analysis as a technical support document to the Economic Element of the City of Ashland ................................................................................................................................................................................................................................................................................................................................................................................... Page 1 of Page 1 of 499 Councid Business Meeting Agenda Comprehensive Plan X. ORDINANCES, RESOLUTIONS AND CONTRACTS a. Second Readling of Ordinances 3249, 3250, 3251, and 3263 to implement the Climate Friendly Area Overlay&Written Findings Adoption XL UNFINISHED BUSINESS a. Assistance Program -Adloption XII. NEW BUSINESS a. Voting and Appointment of Council Member XIII. CITY MANAGER REPORT XIV. OTHER BUSINESS FROM COUNCIL ME,MBERS/RE,PORTS FROM COUNCIL, LIAISONS XV., ADJOURNMENT if you need special assistance to participate in this meeting, please contact Alissa Kolodzinski at or 541.488.5307(TTY phone number 1.800.735.2900). Notification at least three business days before the meeting will enable the City to make reasonable arrangements to ensure accessibility to the meeting in compliance with the Americans with Disabilities Act. * Items on the Agenda not considered due to time constraints are automaticallly continued to the next reguilarly scheduled Council meeting [AMC 2.04.030.(D)(3)] ** LAND ACKNOWLEDGEMENT We acknowledge and honor the aboriginal people on whose ancestral homelands we work—the lkirakutsurn Band of the Shasta Nation, as well as the diverse and vibrant Native communities who make their home here today. We honor the first stewards in the Rogue Valley and the lands we love and depend on: Tribes with ancestral lands in andl suirrouindling the geography of the Ashland Watershed include the original past, present and future indigenous inhabitants of the Shasta,Takelma, and Athabaskan people. We also recognize and acknowledge the Shasta village of K'wakhakha-"Where the Crow Lights"-that is now the Ashland City Plaza. ***Agendas and minutes for City of Ashland Council, Commission and Committee meetings may be found at the City website,ashlandoregoin.gov. .................................................................................................................................................................................................................................................................................................................................................................................. Page 2 of Page 2 of 499 ASHLAND CITY COUNCIL STUDY SESSION MINUTES Monday,May 19,2025 Mayor Graham called the meeting to order at 5:30 p.m. Council Present: Mayor Graham, Councilors Bloom, Daihle, DuQuenne, Hansen,and Kaplan. Council Absent: none Staff Present: Sabrinai Cotta City Manager ----------- Alissa Koiodzinski City Recorder Johain Pietilai City Attorney Brandon Goldman Community Development Director ------------ -------- Derek Severson Planning Manager Marianne Berry Finance Director Request to add ain item to the agenda to dliscuss the voting process for the Council vacancy. The Item was added to the end of the agenda. I. Public Input A citizen spoke of their concern regarding the might lawn including the enforcement of rules, expulsions,dog control, and complimented the new judge and court staff. 11. Recology PI (Proposed Increase) Eric Ahnmark, Community Affairs Mainager, Robert Long, Assistant General Manager, and Chris Carey,Generail Manager with Recology provided a presentation (see agenda packet). • The presentation includledl an overview of the organization, programs,andl services. • The proposed 5.75% rate increase will result in an increase of$1.43 a month per bill (or ten cents more thain Medlfordl/Phoenix) which would provide for modernization and keep up with the increasing cost of personnel. • Recology is looking to pilot a drop-off food composting program and is exploring composting units. Material would be processed at the Ashland Recycling Center or the Transfer Station depending on the unit that is acquired,with drop-off at each location. • There is strong interest in curbside composting but that will require a regional facility large enough to haindle the expected volume of waste,which is why the pilot comes first. • There will be a waste chairacterization study from June 16-20, 2025,that will look at samples of the residential and commercial waste stream with volunteer help. • The pricing structure is allocated across Recology's service area, ais the same equipment is used throughout its three jurisdictions (Ashland, Talent, and county). City Council Study Session May 19,2025 Purge lof4 Page 3 of 499 Ill. Walkable Design Standards(CFEC)Code Amendments Goldmain and Severson introdlucedl the topic. The proposed code amendments support the City's livability goals through a grant from the Department of Land Conservation and Development (DLCD) to meet the State's Climate Friendly and Equitable Communities (CFEC) rules. These standards acre a requirement of the CFEC rules and must be adopted before or in tandem with Transportation System Plan (TSP) updates.The goal is to gather feedback from Council before formal public hearings. Pauline Ruegg and Jamin Kimmell of Cascadia Pairtners,which were contraicted for this project, providledl a presentation (see agenda paicket). • This project is focused on auditing Ashland's zoning regulations for consistency with CFEC rules that require jurisdictions to regulate land use to"support compact, pedestrian friendly, mixed-use land use development patterns". • Severson served on the technical advisory committee as Cascadia Partners assisted the DLCD to develop its Wailkable Design Standards Guidebook and Model Code. • lnitial concepts, dlevelopedl from the code audit,were presented to the Plainning Commission in Februairy. Feebaick from that meeting, community and stakeholder engagement, and staff input have been incorporated in the draft code amendments. • The Council requested a copy of the feedback from the groups that engaged the process. • CFEC rules apply to all zones in the urban growth boundary, including within CFA's (Climaite Friendly Areais),except aireas of industrial wind rurail character. • The dlraft ordinance in the packet includes the required changes needed to comply with State rules wind proposed/optional chainges to bring Ashland in line with the Model Code.Staff will return with an outline of the differences between what is required and what is proposed). • Four walkable design code concepts were presented for consideration: 1. Apply more design standards to single family/duplex use • Focus on sociable development patterns. • Code audit found Title 18 is missing standlairdls requiring entrainces to face or orient towardls the street (must have). • Adlditional transpairency standlairdls (minimum windows - nice to have). Council discussed the potential impacts of additional standards on development costs and how exemptions would be considered.Council directed staff not to aidldl additional transparency standards. 2. Reduce visual prominence of gairaiges • Apply design standards in residential zones that emphasize living spaces over vehicle serving aireas and improve pedestrian safety. • Code audit found Title 18 is missing standlairdls a) limiting the width of gairages as a proportion of overall buildling faiqadle,and b) requiring gairages to be flush or setback from the front faqaidle (must have). • Adldling standlairdls could require more thain two contiguous garaige entrances to be setback (nice to have). City Council Study Session May 19,2025 Page 2 of 4 Page 4 of 499 Council discussed and directed staff to not to add the additional setback requirement for gairages. 3. A minimum of 50%of dwelling units on the ground floor abutting a street lot line shaill have a main entrance that is accessed from a public sidlewalk,faces ai courtyaird,or opens onto a covered porch. Maiin entrances shall be set back at ai minimum of five feet and a maximum of ten feet from the street lot line and provide at least two design treatments to provide ai trainsition (nice to have). E Exceptions for commercial-ready spaces in CFA overlay Council discussed potential impacts on development costs compared to potential benefits and directed staff to bring back more information on costs if implemented. 4. Require more windows/weaither protection for commercial uses (nice to have). • Code audit found the Title 18 transparency and weather protection standards could be enhanced (currently 20% is required for transparency, and weather protection is mostly about entry). • lncrease requirements for non-residential uses in the Basic and/or Detailed Site Overlay to improved pedestrian orientation. • A minimum of 40-50%of the area of the ground-level, street-facing faqade between 2 and 8 feet above sidewalk grade shall be transparent.Weather protection providling shelter from the rain or sun, shaill be provided along 50%of the length of the ground level faigade. Council discussed potential impacts on development costs compared to potential benefits and directed staff to bring back more information on costs if implemented. Kimmelll clarified these CFEC rules resulted from executive action of the Governor rather than from legislation. Five-minute recess token. IV. Third Quarter Financial Update Berry provided the presentation (see agenda packet). • Discussion on the WIFIA loan - in final stages and expected to close mid-June. Six dlraws are expected in total with the first draw occurring in 2026. The bulk of draws acre expected to occur in 2027-28.Actual draws on the loan will depend on other potential funding options. Debt service will not begin until after any dlraiw has been taiken and only on the interest of what is drawn. • Clarification and discussion of the appropriate ways to draw from the Reserve Fund in accordance with Resolutions 2010-18,2020-26, aind 2020-09, • Discussion of options on how to alternatively appropriate funds for the Childcare Graints approved by the Citizen Budget Committee (CBC). • Direction given to staff to reallocate $35K from social service graints, $100K from homeless services, and $100K from the generail fund (made available by the Pairks fee) to the Childcaire Grants for a total of$235K. City Council Study Session May 19,2025 Page 3 of 4 Page 5 of 499 • Council discussed tourism funds and directed staff to provide $100K to the Oregon Shakespeare Festival for marketing this fiscal year. V. Voting process for Council Vacancy The council dliscussed various voting options to determine which applicant will fill the council vacancy. Options were narrowed down to either a ranked choice voting or an elimination process method.Councilors will provide staff with information on the two options to be included in the next Study Session packet for discussion. Adjournment of Study Session The meeting was adjourned at 8:58 p.m. City Recorder Alissa Kolodzinski Mayor Tonya Graham City Council Study Session May 19,2025 Page 4 of 4 Page 6 of 499 ASHLAND CITY COUNCIL BUSINESS MEETING MINUTES Tuesday,May 20,2025 1. 5:30 P.M.Executive Session Mayor Graham and Councilors DuQuenne, Bloom, Dahle, Kaplan, and Hansen were present.City Manager Sabrinai Cotta, City Attorney Johan Pietila,Assistant City Attorney Carmel Zahran, Human Resources Director Molly Taylor,and City Recorder AliSsa Kolodzinski,were present. From the medial Morgan Rothborne of Ashlandl.news. a. To conduct deliberations with persons designated by the governing body to carry on labor negotiations pursuant to ORS 192.660 (2)(d). 6:00 PM Business Meeting Council Present: Mayor Graham,Councilors Dahle, DuQuenne, Bloom, Kaplan,and Hansen. Council Absent: None Staff Present: -------------------------- Sabrina Cotta City Manager Johan Pietila City Attorney Alissa Kolodzinski ------ CityRecordler -------- Tighe O'Meara Police Chief Marianne Berry Finance Director Molly Taylor Human Resources Director Brandon Goldman Community Development Director Rocky Houston Ashland Parks and Recreation Director 11. CALL,TO ORDER Mayor Graham called the meeting to order at 6:02 p.m. o. Lancl Acknowledgement" Councilor DuQuenne read the land acknowledgement. 111. PLEDGE OF ALLEGIANCE Councilor Dahle led the pledge of allegiance. IV. ROLL CALL V. MAYOR'S/CHAIR OF THE COUNCIL ANNOUNCEMENT Graham read the proclamations for the record. a. Bike Safety Month Proclamation b. Building Safety Month Proclamation V1. APPROVAL OF MINUTES a. Minutes of the May 5, 2025 - Study Session Meeting b. Minutes of the May 6, 2025 - Business Meeting Motion made to approve the Study Session and Business Meeting Minutes of May 5 and May 6. Motion: Bloom Second: Hansen Roll Call Vote.Councilor DuQuenne,Kaplan,Hansen,Dahle,and Bloom.YES.Motion passed. May 20,2025 Page lof6 Page 7 of 499 VII. CONSENT AGENDA Citizen spoke of their concern regarding the budget and the proposed fees. Request to remove item e from the consent agenda. a. Contract for East and West Forks Project - Bridge Replacement b. Resolution Adopting Corrections to the 2023-2025 Biennial Budget c. Resolution Adopting a Supplemental Budget and Budget Adjustments for SN 2023-25 d. Historic Preservation Advisory Committee Appointment e. Resolution Adopting Miscellaneous Fees for Fiscal Year 2026 Motion made to approve the consent agenda letters a through d,as is. Motion: Hansen Second: Bloom Roll Call Vote.Councilor Kaplan,Hansen,Dahle,Bloom,and DuQuienne.YES.Motion passed. Consent agenda item e: Request made to make a change to the miscellaneous fee schedule. After discussion,the following motion was adopted. Motion made to modify page 39,the subsection entitled"Field Usage"in the section"'Field Usage and Calle Seating"'of the City of Ashland FY26"Miscellaneous Fees and Charges"that is effective July 1st,2025 and is referenced as Exhibit A in Resolution 2025-09 as follows: Delete the line"'Per hour/per field charge" Add an additional subsection entitled"Facility Usage" And add the following lines under the subsection"Facility Usage"': 1 Day per week per season (each organization)$300 for 2025/2026 2 Days per week per season(each organization)$450 for 2025/2026 3-4 Days per week per season(each organization)$600 for 2025/2026 5-7 Days per week per season(each organization)$750 for 2025/2026 Motion: Dahle Second: Bloom Roll Call Vote,Councilor Hansen, DuQuenne,Kaplan,Dahle,and Bloom.YES.Motion passed. Discussion: Council discussed the rest of the miscellaneous fee schedule.Concern was expressed about the increased rental and cleaning fees outlined for the Community Center and Pioneer Hall,and the public records request fee. Staff spoke that anticipated utility and cleaning costs and a study of comparable regional rates were considered when calculating the fees. Decision: After discussion and amendments,the following motion was adopted: Motion made to direct staff to delete the increases for all fees associated with Pioneer Hall and the Community Center and bring back a revised fee structure that takes into account affordability and possible lower rates for cleaning,shared cleaning,and potential longer use,reviewed by the Parks Commission,as soon as possible. Motion: Kaiplan Second: Bloom Roll Call Vote:Councilor Hansen, DuQuenne,Kaplan,Dahle,and Bloom.YES.Motion passed. May 20,2025 Page 2 of 6 Page 8 of 499 Motion made to approve the Resolution No.2025-09 titled,"A Resolution Adopting Miscellaneous Fees&Charges Schedule and Repealing Prior Fee Resolution 2024-14 as amended. Motion: Bloom Second: Kaplan Roll Call Vote:Councilor Hansen,Kaplan,Dahle,and Bloom.YES. DuQuenne.No.Motion passed. Motion made to add an item to the agenda regarding the Hearts,from our Sister City of Guanajuato. Motion: DuQuenne Second: Kaplan Roll Call Vote:Councilor Hansen,Kaplan,Dahle,DuiQuenne,and Bloom.YES.Motion passed. item added to the end of the agenda under New Business. VIII. SPECIAL PRESENTATIONS a. Proposed Changes to Enhanced Law Enforcement Area (ELEA) Process Presentation made by O'Meara (see agenda packet). • Failure to have a dog license is not a qualifying violation for the IELEA, however violations regarding dog control will remain a qualifying violation. • Discussion regarding ELEA expulsion order notification and appeal process was initiated but pushed to a study session. Public comment- Citizens spoke about their concerns regarding the ELEA proposal for repeat offenders and expulsion process,the fee related to the appeal process, need for an outreach court, how to petition the Judlge, and concern about the rights of citizens. Council provided dlirection for staff to bring back an updated ordinance for discussion at the next study session to include clarification about dog control versus dog license, legal guidlaince from City Attorney, statistics that would inform suggested actions,and a potential separate dliscussion of an outreach court. Five-minute recess taken. b. Comp and Class Study Results Taylor provided background information on this topic includling the request for this study to be conducted and the goal to ensure positions are competitive and equitable throughout the organization.Victoria McGrath, CEO of McGrath Resources Group who was contracted by the City for this study, provided a presentation, (see attached). • The methodology used for the study included interviews with administration and department leaders, review of the City's current compensation system and job descriptions, position questionnaires from all positions includling union and non-union positions, and a comparison with other public organizations. • Workforce demographics were reviewed and compared with other organizations.'Comp ratio' is defined as a comparison ratio where 50% means the position is at market average with an acceptable comp ratio range of 45%and above. • Minimum sailary analysis yielded 58%of positions were under and 42%aligned with market rate. Midpoint salary analysis yielded 75%of positions were under and 25%aligned with market rate. Maximum salary analysis yielded 691%of positions do not have the same earning capacity May 20,2025 Page 3 of 6 Page 9 of 499 ai s other orgainizaitions. incumbent salary analysis, referred to ais most reflective of the current market,yielded that 79% of positions were under wind 23%aligned with market rate. • Current sailary systems include 11 different sailary schedules with 3 to 16 pay grades, 3 to 5 Steps ranging from 2%-15%apairt, wind without ai consistent numbering system. • The recommended salary schedule integrates all into ai single schedule with a market aiverage compensation philosophy that aligns positions for internal equity, external market,and minimized compression within the hierarchy of positions.The recommended step system includes eight steps for all pay graides with 3% between each step wind Step 4 representing the average market rate for the position. Separate groups may be needed depending on union representaition, and Electric has a significaint difference that maiy require it to remain separate. • Placement on the sailary schedule considered external market, internal comparability, position analysis and compression considerations ailong with, staff feedback prior to finalization. • Best practices for moving forward with this study include an annual look ait the salary schedule with a consistent economic inclicator such as CPIU to aidljust for inflation with a market re- analysis every three to five years wind minor course corrections along the way. IX. PUBLIC FORUM-citizen spoke requesting ai softening with,officer discretion regarding the rules of the night lawn, lack of beds for the unhousedl,and ain upcoming tour with OHRA (Opportunities for Housing, Resources,&Assistance). X. PUBLIC HEARING a. Public Hearing and First Reading of ORD 3261; An Ordinance Amending the Off iciailly Adloptedl Physical and IEnvironmental Constraints Maip Removing the Locally Adopted Ashland Modified Floodpllain from Hamilton Creek (Planning Action #PA-T3-2025- 000012) Per AMC 2.04.040 Section I I "Public hearings shall conclude at 8:00 p.m. and be continued to a future clate to be set Iby the Council" Motion made to table the first reading of Ordinance#3261"Amending the officially adopted Physical and Environmental Constraints Map removing the locally adopted Ashland Modified Floodplain from(Hamilton Creek"and schedule the first reading to July 15,2025. Motion: Kahle Second: Kaiplan Roll Call Vote:Councilor Hansen, DuQuenne,Kaplan,Kahle,and Bloom.YES.Motion passed. Five-minute recess token. XI. ORDINANCES,RESOLUTIONS AND CONTRACTS XII. UNFINISHED BUSINESS a. Water Cost of Service and Rate Study Final Draft Updlaite Fleury provided background information on the request from Council for updated) information on the waiter rate study to include extending the shoulder seasons to May through October, decreasing the rate for the first 500 cubic feet of water, and increasing the rate of upper-end)tier differential.Josiah Close of HDR Engineering Inc. provided a presentation on this analysis (see agenclai packet). All May 20,2025 Page 4 of 6 Page 10 of 499 ailternatives use a peak seaison of May through October with Niovember through April ais off-peaik and reaching the saime financial result by year five. • Base Case - Same approaich as Alternative 2 presented in March Council meeting • Alternative I - increase tier differential with lower initial tier cost • Alternative 2 -transition rate increaise starting with minimal increase and increasing regularly • Alternative 3 - increase Tier 1 to 500 cubic feet (from 300 cubic feet) • Alternative 3A - ailternaitive 3 with increase tier differential like alternative 1 Discussion: Councilors discussed alternatives and how to achieve the lowest water rate increase for the lowest two tiers of waiter users. Decision: Motion made to accept the Water Cost of Service Study utilizing Alternative 1 for the preferred rate structure. Motion: Kaplan Second: Hansen Roll Call Vote.Councilor Kaplan and Hansen:YES.DuQuenne,Dahle,Bloom:No.Motion failed. Motion made to accept the Water Cost of Service Study utilizing the rate structure alternative 3A. Motion: Dahle Second: Bloom Roll Call Vote.Councilor Dahle,Bloom and Hansen:YES.DuQuenne,Kaplan No.Motion Passed. b. Resolution Adopting a Parks Fee for BN 25-27 Cotta introduced the item as requested from May 7, 2025,joint City Council and APRC (Ashland) Parks wind Recreation Commission) meeting to bring a $5 per electric meter Parks Fee resolution to Council. Public comment- Citizens spoke on the importance of Ashland's Parks (especially Lithia Park and the ice Rink), in support of this fee, in,support of private-public partnerships, wind to find secure fundling for Parks moving forward through alternative meaisuires such as clarified restaurant tax provisions for Parks operations. Discussion: • Mayor Graham polled councilors regarding interest in limiting the Parks fee to two years: Hansen and Kaplan will support the fee regardless of time limit or not. Bloom and Dahle will only support the fee with a time limit. DuQuenne supports ai time limit but does not support the fee overall. Decision: Motion made to approve Resolution 2025-13 approving a Parks Fee of$5.00 per electric meter to take effect on July 1,2025,until June 30,2027,after which it will automatically expire unless renewed by the City Council. Motion: Dahle Second: Bloom Roll Call Vote.Councilor Hansen,Kaplan,Bloom,and Dahle:YES.DuQuenne:No.Motion passed. X11111. NEW BUSINESS a. Guanajuato Heart Public Art May 20,2025 Page 5 of 6 Page 11 of 499 Graham spoke that she has been in conversation with the Mayor of Guanajuato about a recommitment ceremony to reaffirm their Sister City relationship and will both be traveling to each other's cities this year. Caissie Preskenis, Chaiir of the Public Arts Advisory Committee (PAAC) spoke about the topic. The artist has heairt sculptures around the City of Guanajuato and wars supported in their business plan through Southern Oregon University's (SOU) School of Business and SOU students.The airtist offered to maike and donate two hearts at no Cost to Ashland. PAAC found an in-kind donation for lodging for the artist and is asking for$3,600 of funding for the paint and some materials ($600), shipping ($2,000), and travel for the artist ($1,000). The unveiling is proposed for July 4, 2025,at the already identified SOU instillation site on Churchill Lawn near Siskiyou Blvd. The second heart location would then be selected and is in conversation with Ashiaind Parks and Recreation and require some additional funds for concrete at the time of installation.Councilors discussed the value of the Sister City relationship with Guanajuato and accepting this donation. Motion made to approve the$4,600 for the gift and the art of the two Guanajuato hearts. Motion: DuQuenne Second: Bloom Roll Call Vote,Councilor Hansen,Kaplan,DuQuenne,Bloom,and Dahle:YES.Motion passed. XIV. CITY MANAGER REPORT XV. OTHER BUSINESS FROM COUNCIL,MEMBERSIREPOC RTS FROM COUNCIL LIAISONS XVI. ADJOURNMENT The meeting was adjourned at 9:30 p.m. City Recorder Alissa Kolodzinski Mayor Tonyo Graham May 20,2025 Page 6 of 6 Page 12 of 499 /j ASHLAND '✓ Classification and.Compensation Stud Ic yhu th �ds,✓.�� rryis ,ry y :uis,ii .../�,is,�/'/°...is,i�,i� rryis ,ry y uy/i y y✓ 1 ,ryi rits ,ry y uy/i t yr ,yry , ADOUtUS MINEEMENEEMEMEM • Interviews with Administration and Department leaders. 9 • Review of data from current Compensation Systems,current job Descriptions,and current Policies. • All positions,requested to complete a Position Questionnaire (PQ),. At least one (1) PQ was required per position., n., • Solicited compensation data from public organizations (Minimunnnn, Midpoint, Maxinnnu m,and Incunmbernt;Sallary),, • Human Resources revievveuf the compensation system with Department Directors • Collected information on benefits MMccr"a L' Nurr2'axx Re—ceaa Or'-ip ------------------------------------------------------ Page 1'3 of 499 About Us • McGrath Consulting Established in 2000 * Bela 2012 - McGrath Human n Resources Group * 20 Client Projects in 41 States Companywide • Public S,ector Consultants * Human Resources Public Safety('.Police, Fire, EMS, Dispatch) . Specialize In *' Compensation n tuudies * Performance Management * Development of Policies and Prc)ueeduun•es/Ha iidl_u�cnc)lks P9<.GrathN Rc,iyi r'i.ip MEN=',,. , a th0 • Interviews with Administration and Department leaders. 9 • Review of data from current Compensation Systennn,current job descriptions,and current policies., • All positions,requested to complete a Position Questionnaire (PQ),. At least one (1) PQ was required per position., • Solicited compensation data from Public organizations (Minimuunnn, Midpoint, Maxinnium,and Incnumbennt;Salary)., • Human Resources revievveuf the compensation system with Department Directors • Collected information on benefits Nlccr"a L' Nurr2'axx Re—ces Or'ci.ip ------------------------------------------------------ Page 1'4 of 499 T% vemographics IMMEMEMMMMMMMMMMEMMM 0 , 110 lip 33%of workforce under age 40 (mobile workforce) 590/oi of workforce are within the 401-519 age group-more stable workforce 34%of workforce are age 50,and above Recruitment and Retention Focus P9<. r"athNi-i a ry Re—ce a Or-p El Public Dom arable izations Approved Comps City MdMinnvi Ile Electric-Aidditioniall Clomps .................................................................................................... City of Central Fount Cariby Utility Board City of Co irva LU s City of Canby City of(Eugene City of Monmouth City of Forest Grove Forest Grove Light&Power City of Grunts Pass McMinnville Water and Light City of Hermiston Fire-AdditionaLComps City of Klamath(Fall's City of Newberg* ----- ------------------------------------------------------- City of Lake Oswego City of Redmond City of Lebanon City of Wilsonville City of Medford,City Jackson County Fire District City of Milwaukiie Redmond Fire&Rescue City of Roseburg Tu allati n Walley Fire&ReSCUe Di strict City of S he rwood Park-AdditionallComps City ofWiLsoinvi Ile lBend'Parks&Recreation Jackson...C.-o...u.n-.t--y............PAW �drt I o n a 1 Fo m F3s Josephine County M edfo rd Water Comm issi o n Did—t p.,tidp.te Nlccral,h Hiiniary Re—i-es Group ------------------------------------------------------ Page 15 of 499 Marke rialysis ENEENEENEENNINEENEENNIM Comp patio comparison of the it ' Salarly Range and/or i r iec to the "Markct° • Average c rkct Rate: , • Acceptable Goner Ratio Range: 45%, + Minimum u Salary Analysis ,under Market 42% aii cd with Market Rounding may not resu t in wrap Mccr"a4'h Hum a ry Re ecuice a Group ------------------------------------------------------ Page 1'6 of 499 Midpoint Salary Analysis A A 75%under Market 25%aligned with Market Traditional schedules reach the midpoint 4-7 years Rounding may not result hi l00%' Mccr a Lh Hi-i a ry Re—ce a Or-p Maximum Salary Analys'is A 69%of positions do not have the same earning capacity as,other. organizations IM Rounding rywy riot result jwf00% Mccr a L Hum a ry Re—ce a Or cup ------------------------------------------------------ Page 17 of 499 Incumbent Salary Analysis Is most reflective of current market A, R 4 A, 79%under Market 2 3%aligned with Market Considerations: Time in position and per are typical factor's, Rounding may riot result in 1009t NlccraLh Hijriiary Re--Gr-p Current Sala S te,ms 11 Different Salary Schedules, 0 3 - 16 different pay grades 0 3 - 5 Steps that range from 2% - 15% apart 0 No consistent numbering system 0 Integrated all schedules into one • Considerable over"lap of pia grades • Compression between positions in different pay ranges • I ifficult to determine the hierarchy of positions due to different pay ranges • No methodology to place positions • Major issue within the compensation study, NlccraL Humary R—u,—Grcup Page 18 of 499 Constructiona the New Sala &nl chneadule, Compensation Philosophy An organization's commitment of compensation for its employees. The goal of a compensation philosophy (and practice) is to attract, retain, and motivate qualified people. A consistent philosophy sets the direction for cleterinining the compensation package to offer employees and should align with the overall Mission of the organization. L,ead the local market for competitive recruitment/retention by setting the ranges over average market. Can the City afford to lead the niarket? Meet O-w local ima.rko. byahg ihig the ranges�,O the"werap., market Mosl znpinizations s1rivelbrovera,ye. Follow the local market by not reaching average. This tjrpically orily happerisfirfir2ancial purposes, aridfiscal resources will the?2 be allocated to recruffinerit and turr2over. VC,.Lh H,--,R.--G,-p Recommended Sa a , chedule Compensation Philosophy set to market average Created one salary schedule for all positions within the City 0 Aligned all positions for internal equity 0 Aligned all positions to the external market 0 Minfinized compression within the hierarchy of positions Step System 0 8 steps for all pay grades 0 3% between each step (reduction in the percentage) 0 Step 4 represents the average market rate 0 Will not reach the maximum too quickly- stagnate increases 0 Provides ability to hire above step one; retention incentive with more steps May need to break out schedule by represented groups • If separated - try to maintain same percentage increase to schedule - minimize compression • Electric has a very different schedule - nay need to keep separate Mccr a L Hum a ry Re ce a Or cup Page 19 of 499 WI% Won Placement Fosl I ONNENNONNONNONNONEEM Utilization of several factors used to place frositions: ExternaiI internal Market C oi rn a ra 1,i 11 1 1 y Position Analys�s Compression All pos�it�ion placements discussed with the City to provide feedback prrior�to finalization. Mccr a L�Hi-i a ry Re—ce a Or-p TAII LM lo C;e F%commnt a Step Placement • Placed on the Step closest to current pay-WITHOUT decrease • Does not take into account years in the position • In-range,cornpression can occur Growth of Real GDP a Average Increase - 3�% 28 employees= 0% 179 employees= I-4%increase O�A • 35 employees= 5%or greater .3 �N'XXII 21,10F, 2010 0 15 MIO 2W�, XYX) M-1115 NIc C r a L Nu m a ry Re ec ui ce a G r cu p Page 20 of 499 iaging the Structure • mlUai hicrease to the salary schedule • Step movemeoit .,,,,,,,,, n_m. ............................................................................................................................................................... �i��i� .. i�il Ali�llli�r. Po<C,.LhH r—,R —'—Gr-p. iyli�y Offer Considerations • Compensation. Considerations • Incentive pay • Fire - added 2 tiers within the pay grade • Police - consider a limit on the incentive pay • Benefit Considerations • Health insurance • °ll hne guff benefits • Holiday • Vacation Sick leave • Four-day work week MR<.r"aP'h Nurr2'axx R;e.�'�mrer'c'e.�'�5�r'��i.ip Page 21 of 499 �i i+lam, DrU � Il Page 22 of 499 V nal,11111111111ilial, C o u n c*11 B u s I n e s s Date: ,June 3, 2'625 g,e idlu Ilfeirrr Approval of Liquor License for Little Tokyo, Live at the Armory, and Tacos Libertad Pe end City Recorder IFS Alissa Kolodlzinski, City Recorder TIME ESTIMATE CATEGORY Action Needed -Motion to approve an action SUMMARY This is a request for approval of liquor license applications for Annie's Kitchen Inc. DBA Little Tokyo located at 29 N. Main Street; 208 Oak Street Enterprises DBA Live at the Armory located at 208 flak.Street; Tacos Libertad located)at 340 A Street_ POLICIES, PLANTS & GOALS SUPPORTED AMC Chapter 6.32 Liquor License Review City Recorder is to make a recommendlabon and place the license on the consent agenda at the next regu filar council meeting. BACKGROUND AND ADDITIONAL INFORMATION These applications are for the fallowing: Little Tokyo—New License "Full On-Premises Live at the Armory— New License/Full {fin-Premises Tacos Libertad—New License/Urnitedl On-Premises FISCAL IMPACTS SUGGESTED ACTIONS MOTIONS AND/OR OPTfONNS The businesses comply with the City's land) use requirements and have a Business License. The Planning, Police, and Fire departments have reviewed the applications and recommend liquor license approval. REFERENCES &ATTACHMENTS 1. OLCC new license- Little Tokyo_Redacted 2. OLCC New License- Live at the Armory_Redacted 3. OLCC new license-Tacos Ubertadl Redlactedl ................................................................................................................................................................................................................................................................................................................................................................................... Page 1 of 1. 1111G11G/%G/i�- Page 23 of 499 N N. k, OREGON LIQUOR&CANNABIS COMMISSION Local Government Recommendation Liquor License r � - - . ... . t . Off-Premises Sales. Brewery-Public House Limited On-Premises Sales Brewery Null On-Premises, Caterer Distillery Full On-Premises,Commercial Grower Safes Privilege Pull ®ini-Prem,Nses, For Profit Private Club Winery Dull On-Premises, Nlon Profit Private Chub Wholesale Malt Beverage&Wine Fall On-Premises, Other Publiic Il.ocaition Warehouse Full On-Premises, Public Passenger Carrier Legal IFntity/IIniclividual Applicant N!ame(s): Annies Kitchen irac Proposed Trade Name:Little Toyka Premises Address: 29 N. Main Street !Unit: City: Ashland County:Jackson Zip:'97520 Application Type: New License Application 0 Change of Ownership Change of Location license Type: i aall 0ra-Preaaiisei,Coiiiiiaereiail Additional Location for an Existilng License Contact Naime: Sim Fung Phone: Mailing Address: City: T':atent State: OIL Zip: 97.540 Email Address:�� Please check all that apply to youiir proposed business operations at this location: III Manufacturing/Production Detail Off-Premises Sales Retail On-Premilses'Salles&Consumption If there will Ilse On-Prenilses Consurnption at this location: Indoor Consumption Outdoor Consumption Proposiin;g,to Allow Minors Form II Page 1 lte 1Ct,1 4 age N of 499 ORi N LIQUOR&CANNABIS 'Oi1 MIS l hl Local Government Recommendation — Liquor License. nu�wi � u i wu Section C tirm —Submission-T t+o ted byAppliCalint, Legal Entity/Individual Applicant Narne(s): nnic's l rtchcrr lrrc Proposed Trade Name. f.itllc°l'oyko IMPORTANT-you us'r submit this forma to the local government PRIOR to submitting to OLCC. Section 2 trust be ceonipleted by the local government for this forma to be accepter) with your CAMP application, _... , - -- ...... �...... .��n . ..... ......�.. ... m Local Government Recommendation Proof of Acceptance After accepting this form,please return a copy to the applicant with received and accepter)information City or County Name. Ashhand Optional Late Received Starnp Date Application Received: o 2 Zo Deceived by ee � � lirt�� ct� rttdtltl�t� t IN � tt� � �� i �r�rtrtttt � R cotrrttn nd this license be rarnt+ d' 0 Recommend this license be denied (please include documentation that naee:ts t°ri t.,W`' tr 08) _ 1 0 No Recommendation/Neutral Name of Reviewing Official: Title: Date; Signature; After providing your recommendation and signature,please return this form to the applicant. fwcarr a a e ?f 499 Itevr OREGON LIQUOR&CANNABIS COMMISSION Local Government Recommend al ti on — Liquor License Per,OAR 845-005-0304(3): The Commission requires an applicant for issuance of a new license issued under ORS chapter 471, to provide written notice of the application to the local government in the form of a complete, accurate, and legible Commission form. The local government is as follows-, (a) If the address of the premises proposed to be licensed is within a city's limits, thile local government is the city. (b) If the address of tile prernises proposed to be licensed is not within a city's limits, the local government Is the county, INSTRuc,riONS., Step 1:Applicant completes all of Section I (Including top of Page 2), Step 2:Applicant submits both pages of tile form to tile appropriate local government. NOTE:"['he local government may require additional forms and/or fees. Step 3: Local government completes at least Section 2 and returns all pages of the form, or a copy thereof, to tile applicant, The local government is allowed up to 45 days to complete Section 3. Step 4:Applicant takes the form with at least Sections 1 and 2 completed and includes it with their CAMP application to meet the Local Government Recommendation document requirement. Submissions that do not have at least Sections 1 and 2 completed will not be accepted. Step SJ he local government jSSLJe-S its final recommendation in Section 3 and returns the completed form to the applicant. If the,applicant has already submitted their Initial application via CAMP, they hold on to the final recommendation and provide it to their investigator, when requested. If they have not already submitted their application,they Upload the fully completed Local Government Recommendation form with their initial: application submission. Applicants within the city of Portland ONLY: After completing the attached form, please follow these steps to complete the Local Government Recommendation process: a Apply via the 0 Once you have completed the application with the City of Portland,you will receive all email notifying you that your application has been accepted, usually within two business days, The email will contain ail attachment titled "ABC Public Notice." 9 Upload the ABC Public Notice document with your CAMP application to meet the Local Government Recornmenclation document requirement. NOTE: This C110CUrnent only provides proof Of Submission. Once you receive Your final recommendation from the City of Portland, you will need!,to provide that to your assigned OLCC investigator. Page 26 of 499 OREGON LIQUOR& CANNABIS COMMISSION Local Government Recommendation — Liquor License Per OAR 845-005-0304(3): The Commission requires an applicant for issuance of a new license issued under ORS chapter 471, to provide written notice of the application to the locail government in the form of a complete, accurate, and legible Commission form. The local government is as follows: (a) If the address of the premises proposed to be licensed is within a city's limits, the local government is the city. (b) If the address of the premises proposed to be licensed is not within a city's limits, the local government is the county. INSTRUCTIONS: Step 1:Applicant completes all of Section 1 (including top of Page 2). Step 2:Applicant submits both pages of the form to the appropriate local government. NOTE: The local government may require additional forms and/or fees. Step 3:Local government completes at least Section 2 and returns all pages of the form, or a copy thereof, to the applicant.The local government is allowed up to 45 days to complete Section 3. Step 4:Applicant takes the form with at least Sections 1 and 2 completed and includes it with their CAMP application to meet the Local Government Recommendation document requirement. Submissions that do not have at least Sections 1 and 2 completed will not be accepted. Step 5:The local government issues its final recommendation in Section 3 and returns the completed form to the applicant. If the applicant has already submitted their initial application via CAMP, they hold on to the final recommendation and provide it to their investigator, when requested. If they have not already submitted their application,they upload the fully completed Local Government Recommendation form with their initial application submission. Applicants,withiin the city of Portland ONLY:After completing the attached form, please follow these steps to complete the Local Government Recommendation process: • Apply via the City of Portland website. • Once you have completed the application with the City of Portland, you will receive an email notifying you that your application has been accepted, usually within two business days. The email will contain an attachment titled "ABC Public Notice." • Upload the ABC Public Notice document with your CAMP application to meet the Local Government Recommendation document requirement. NOTE: This document only provides proof of submission. Once you receive your final recommendation from the City of Portland, you will need to provide that to your assigned OLCC investigator. Page 27 of 499 OREGON LIQUOR & CANNABIS COMMISSION Local Government" Recommendation — Liquor License Off-Premises Sales Brewery-Public House Limited On,-Premises Sales Brewery Full On-Premises, Caterer Distillery Full On,-Premises,Commercial Grower Sales Privilege Full On-Premises, For Profit Private Club Winery Full On-Premises, Non Profit Private Club Wholesale Malt Beverage&Wine Full On-Premises, Other Public Location Warehouse Full On-Premises, Public Passenger Carrier Legal Entity/Individual Applicant Name(s): 208 Oak Street Enterprises Proposed Trade Name: Live at the,Armory P rem ises Ad d ress: 2 08 Oak Street Unit: City: Ashland County:Jackson Zip: 97520 Application Type: New License Application 0 Change of Ownership 0 Chiainge of Location License Type: Full On-Premises Sales-Other Public Locatiot, [:] Additional Location for an Existing License ..................... Contact Name: Jack Stull Phone: Mailing Address: City: Ashland State: OR Zip: 97520 Email Address Please check all that apply to your proposed business operations at this location: E] Manufacturing/Production FIRetail Off-Premises Sales RN Retail On-Premises Sales&Consumption If there will be On-Premises Consumption at this location,: FNJ I indoor Consumption ❑ Outdoor Consumption ■ Proposing to Allow Minors um, Form IPage 1 Repgae11926f 499 OR'EGON LIQUOR& CANNABIS COMMISSION Local Government Recommendation — Liquor License Legal Entity/Individual Applicant Narne(s): 208 Oak Street Enteilirises Proposed Trade Name: Live at the An-nory IMPORTANT You MUiST submit this farm to the Racal government PRIOR to submitting to OLCC. Section 2 must be completed by the loccrlgvvemment for this form to be accepted with your CAMP application. (Local Government Recommendation Proof of Acceptance After accepting this form,please return a copy to the applicant with received and accepted information City or County Name: Ashland Optional Date Received Stamp Gate Application Received: 5.20.2025 Received by: Kerrick Goodcn Recommend this license be granted ! Recommend this license be denied (Pleaise include documentation that meets No Recommendation/Neutral Name of Reviewing Officiall: Title: Gate: Signature: After providing your recommendation and signature,please return this form to the applicant. Form Page 2 Rep el,V f 499 OREGON LIQUOR& CANNABIS COMMISSION Local Government Recommendation — Liquor License Per OAR 845-005-0304(3): The Commission requires an applicant for issuance of a new license issued under ORS chapter 471, to provide written notice of the application to the locail government in the form of a complete, accurate, and legible Commission form. The local government is as follows: (a) If the address of the premises proposed to be licensed is within a city's limits, the local government is the city. (b) If the address of the premises proposed to be licensed is not within a city's limits, the local government is the county. INSTRUCTIONS: Step 1:Applicant completes all of Section 1 (including top of Page 2). Step 2:Applicant submits both pages of the form to the appropriate local government. NOTE: The local government may require additional forms and/or fees. Step 3:Local government completes at least Section 2 and returns all pages of the form, or a copy thereof, to the applicant.The local government is allowed up to 45 days to complete Section 3. Step 4:Applicant takes the form with at least Sections 1 and 2 completed and includes it with their CAMP application to meet the Local Government Recommendation document requirement. Submissions that do not have at least Sections 1 and 2 completed will not be accepted. Step 5:The local government issues its final recommendation in Section 3 and returns the completed form to the applicant. If the applicant has already submitted their initial application via CAMP, they hold on to the final recommendation and provide it to their investigator, when requested. If they have not already submitted their application,they upload the fully completed Local Government Recommendation form with their initial application submission. Applicants,withiin the city of Portland ONLY:After completing the attached form, please follow these steps to complete the Local Government Recommendation process: • Apply via the City of Portland website. • Once you have completed the application with the City of Portland, you will receive an email notifying you that your application has been accepted, usually within two business days. The email will contain an attachment titled "ABC Public Notice." • Upload the ABC Public Notice document with your CAMP application to meet the Local Government Recommendation document requirement. NOTE: This document only provides proof of submission. Once you receive your final recommendation from the City of Portland, you will need to provide that to your assigned OLCC investigator. Page 30 of 499 OREGON LIQUOR& CANNABIS COMMISSION Local Government" Recommendation — Liquor License Off-Premises Sales Brewery-Public House Limited On,-Premises Sales Brewery Full On-Premises, Caterer Distillery Full On,-Premises,Commercial Grower Sales Privilege Full On-Premises, For Profit Private Club Winery Full On-Premises, Non Profit Private Club Wholesale Malt Beverage&Wine Full On-Premises, Other Public Location Warehouse Full On-Premises, Public Passenger Carrier Legal Entity/Individual Applicant Name(s):Jade A Bockus Proposed Trade Name:Tacos Libertad Premises Address: 340 A Street Unit: City: Ashland County:Jackson Zip:97520 Application Type: New License Application 0 Change of Ownership 0 Change of Location License Type: Limited On-Prernises Sales Adldlitional Location for an Existing License 1111111 111151135 ..................... Contact Name: Jade BockLIS Phone: Ma fli ng Address: City: Ashland State: or Zip: 97520 Email Address: Please check all that apply to your proposed business operations at this location: E] Manufacturing/Production FIRetail Off-Premises Sales RN Retail On-Premises Sales&Consumption If there will be On-Premises Consumption at this location,: F] Indoor Consumption Q Outdoor Consumption ■ Proposing to Allow Minors ..................... Form IPage 1 Rep gaelj,26f 499 OR'EGON LIQUOR& CANNABIS COMMISSION Local Government Recommendation — Liquor License Legal Entity/Individual Applicant Narne(s): ladc A l3oc:kus Proposed Trade Name: Tacos l ibeilad. IMPORTANT You MUiST submit this farm to the Racal government PRIOR to submitting to OLCC. Section 2 must be completed by the loccrlgvvemmerrt for this form to be accepted with your CAMP application. (Local Government Recommendation Proof of Acceptance After accepting this form,please return a copy to the applicant with received and accepted information City or County Name: Ashland Optional Date Received Stamp Gate Application Received: 5.7.2025 Received by: Kerric;k Goodcn Recommend this license be granted ! Recommend this license be denied (Pleaise include documentation that meets No Recommendation/Neutral Name of Reviewing Officiall: Title: Gate: Signature: After providing your recommendation and signature,please return this form to the applicant. Form Page 2 Rep el+ f 499 F nal,11111111111ilial, C o u n c*11 B 1 s I n e s s Date: ,June 3, 2'925 Ag,enda'11tem Resolution No. 2025-14 -A Resolution Relating to Solid Waste Management Service Rate and Repealing Resolution 2'024-11. b6partment, City Manager's Office IFS Sabrina Cotta, Carmel Zahran, Assistant City Attorney TIME ESTIMATE 15 minutes CATEGORY Action deeded -Motion to approve an action SUMMARY The City of Ashland entered) into a Franchise Agreement with Recology on October 1, 2013. Alongside this Agreement,the City adopted)Ashland) Municipal Code Chapter 9.50,which details the scope, expectations, termination conditions, and fees collectively referred to as the"Agreement. One specific provision is that the City Council conducts annual reviews of rates. Additionally, in 2924, the Agreement was renewed)for another seven-year term. POLICIES PLANTS & GOALS SUPPORTED Waste collection is an essential service for the health and welfare of the community. Recology has the advanced) infrastructure and personnel necessary to efficiently collect waste, something the City of Ashland) is not equipped to handle. It is in the City's best interest to fulfill our contractual obligations—and to honor the spirit of the Agreement—by working with a reliable business partner. BACKGROUND AND ADDITIONAL INFORMATION Relevant Sections of the AMC 9.50: H. Establishment and Modification of Service Rates and Fees. Except as set forth herein,the City Council may review and set rates on an annual basis by Council resolution that considers the following goals: 1. Rates shall be established to the greatest extent practicable on a cost-of-service basis based on the ordinance-established cost allocation methodology. 2. Rates shall be adjusted annually by Council resolution equal to the percentage change in the January-to- January Consumer Price Index for Pacific Division (CFI —Pacific) but not to exceed the twelve percent (12%) operating margin cap. The City Manager or the City Manager's designee shall certify the CPI — Pacific rate in writing to franchisee by March 1 of each year to initiate the rate resolution. 3. Rates shall be adequate to provide an operating margin equal to ten percent(10%)of franchise-wide gross revenues; however, the City shall not be required to change rates if the expected operating margin in the next future year falls between eight(8%)and twelve percent(12%)of gross revenues. The ten percent(10%)target. return on gross revenues is considered)sufficient to reflect the level of business risk assured by the franchisee, to allow investment in equipment, and to ensure quality collection service. "...If the franchisee notifies the City in writing that they believe a material change outside the franchisee's control has occurred, and the change will have an adverse effect on operating margins, such that the next future year operating margins will be less than eight percent(8%), a material change will be deemed to have occurred..." FISCAL IMPACTS This has no direct fiscal impact to the City. The adjustment amounts to an increase of$1.43 per month for the typical residential customer. Rate adjustments are allowable under the current franchise agreement and A.M.0 code. SUGGESTED ACTfONNS MOTIONS AND/OR OPTfONNS ................................................................................................................................................................................................................................................................................................................................................................................... Page 1 of 2 1111G11G/%G/i�- I Page 33 of 499 F nal,11111111111ilial, C o u n c*11 B u s I n e s s M c c t I n g Staff suggest the motion below be adopted. "l move to approve Resolution No. 2025-14." REFERENCES &ATTACHMENTS 1. 2025-14 Recology Rate increase 2. Attachment 1—2013-3�35 Franchise Agrmt- Recology 3. Attachment 2 Chapter 9.50 AMC (1) 4. Attachment 32024-11 Relating to Solid Waste Management Service Rates and Repealing Resolution 2023-04 5. Attachment 4 Rate Notification—Ashland—2025 .................................................................................................................................................................................................................................................................................................................................................................................. Page 2 of Page 34 of 499 I RESOLUTION NO. 2025-14 2 A RESOLUTION REI,ATING TO SOLID WASTE MANAGEMENT SERVICE RATES 3 AND REPEALING RESOLUTION NO. 2024-11 4 RECITALS: 5 6 A, The Franchise Agreement Im Solid Waste Management and Collection and Ashland Municipal Code, (1iapter 9.50, provide as methodology for the establishment and 7 modification ofannual service rates and fees for solid waste nlanagernent and collection; 8 and 9 B. The City concurs with the docuincritation provided by Recology Ashland (Franchisee) 10 that as service rate increase of 5.75% is appropriate, which is based oil (i) the Consumer Price Index for Pacific Division for All Urban Consuniers, as determined by the U.S. I I Bureau of Labor Statistics, and (ii) material changes outside the Franchisee's control. 12 NOW, THEREFORE,TIIE, CITY COUNCIL OF THE CITY OF ASHLAND, OREGON, 13 RESOLVES AS FOLLOWS: 14 SECTION 1, Solid Waste Management Service rates and fees are hereby increased by 5.75%,. 15 16 SECTION 2. Resolution No. 2024-11 is hereby repealed in its entirety, 17 SECTION 3. This resolution is effective July 1, 2025. 18 ADOPTED by the City Counei I this day of 2025. 19 20 ATTEST: 21 22 Alissa Kolodzinski City Recorder 23 24 SIGNED and APPROVED this (lay of......__,...... 2025, 25 26 ..................................... 27 'I"onya Graham, Mayor 28 Reviewed as to forni: 29 It 0, ......................... 30 nief S. Zahran, Astarrt Citar�t Cy Attorney lZESOIAJTION No . 2025-14 Page I of I Page 35 o 499 FRANCHISE AGREEMENT FOR SOLID WASTE MANAGEMENT AND COLLECTION WITHIN THE CITY OF ASHLAND Date: October 2013 Parties: Franchisor City of Ashland ("City") Franchisee Recology Ashland Sanitary Services,Inc. ("Recology") Recitals A. The Ashland City Council enacted as of October 1, 2013 Ordinance 2013- titled "An Ordinance Creating a Franchise Agreement for Solid Waste Management& Collection within the City of Ashland and Repealing Ordinances 2829,2582 Relating to Previous Solid Waste Franchise Agreements and Terms," and has approved related Administrative Operations Standards and Rules and rate structures and rate provisions (hereinafter"City-Approved Solid Waste Management and Collection Documents"). B. Recology has been selected to be the provider of such services in the City and wishes to provide such services. NOW,THEREFORE,upon the mutual consideration described by this Agreement, including the covenants and promises contained in the City-Approved Solid Waste Management and Collection Documents,the receipt and sufficiency of which is acknowledged by the Parties, the City and Recology agree as follows: N Agreement 1. Recology will perform solid waste management collection services for the City in accordance with the terms, standards,rules, and rates set forth in the City-Approved Solid Waste Management and Collection Documents. 2. Recology will be compensated for providing the aforesaid services as allowed in the City-Approved Solid Waste Management and Collection Documents. 3. The initial term of this Agreement shall extend from December 1, 2013 through November 30, 2023, except in the event of termination in accordance with Section 8 of Ordinance 2013-3�M' Each year after the initial term,the Agreement shall renewt o automatically for the following period of 9 seven years without further action by either party, except in the event termination in accordance with Section of Ordinance 2013-4kfo 4. This Agreement and the documents referenced herein constitute the entire agreement and supersede all prior agreements and understandings,oral and written, between the parties hereto with respect to the subject matter of this Agreement. There are no understandings, agreements, or representations,oral or written,not specified herein regarding this Agreement. 5. No waiver, consent, modification or change of terms of this Agreement shall bind either party unless it is written and is executed by the party or parties against whom it is asserted. Such a waiver, consent, modification or change, if made, shall be effective only in the specific instance and for the specific purpose given. I'lie failure of either party to enforce any provision of this Agreement shall not constitute a waiver by that party of that or any other provision or a modification of its right to a remedy for a subsequent breach of this Agreement. Page 1of2 Page 36 of 499 6. This Agreement has been entered into in the State of Oregon. The parties agree that the laws of the State of Oregon shall be used in construing this Agreement and enforcing the rights and remedies of the parties. 7. The effective date of this Agreement shall be December 1, 2013. FRANCHISOR: FRANCHISEE: City of Ashland, an Oregon municipal Recology Ashland Sanitary Services, Inc., an co, tion Oregon corporation By: By: Dave Kanner, its City Administrator State of Oregon October 2013 County of Jackson I certify that I know or have satisfactory evidence that Dave Kanner signed this instrument, on both, stated that he was authorized to execute the instrument and acknowledged it as the City Administrator of the City of Ashland to be free and voluntary act of such party for the uses and purposes mentioned in the instrument. OFFICIAL SEAL DIANA R SHIPLIET NOTARY PUBLIC-OREGON COMMISSION NO. 454135 MISSION EXPIRES NOVEMBER 28�,2014 Notary Public— State of Ore on My Co Expires:Ex i S: Z Z*ibm su State of Oregon October 2013 County of Jackson I certify that I know or have satisfactory evid, signed this instrument, on v both, stated that he or she was autbo * �e e to the instrument and acknowledged it as the I g 7 instrument eZcoliogy�Ashland Sanitary Services, Inc. to be free and party s p oses mentioned t. c i voluntary act of such pa s and purposes mentioned in the instrument. Notary Public— State of Oregon ROE IN TO FORM My Commission Expires: 4!t, 4-1-6 Ashtfind(WAttorney Page 2 of 2 Date t Page 37 of�499 CALIFORNIA ALL-PURPOSE E ACKNOWLEDGMENT State of Cali rniia County of On before me p ihNere Insert�NamVnd2Nf �Offlcer plersonally appeared rlarnet9]of Ggrrerisp who, proved to me on the basis of satisfactory evidence to be the person(s) whose names) is/are, subscribed to the within instrument and acknowledged to me that helsheftey executed the same in his/he'rttheir authorized capacity(ies), and that by hisphertheir signatures) on the instrument the person(s), or the entity upon behalf of r OXANNE L. FRYE which the person(s) instrument.acted„ executed the instrument. Commission* 1'9441V Notary Pubti:c C San Francisco Cuum I certify under PENALTY OF PERJURY under the laws My Comm..E ires of the State of California that the foregoiing pairarg,rapih is true and correct. alJ"VITINESIS m hand and offici seal. S'ilgnatulre � Ic-.-. IPIt3Ctl�Notary Seal Above OPTIONAL ,,��••�'��,ff Ap! Signature W�Mdwrlary PuCnl' . 41sP Y r�7w�►f'rA'11a1. ' Though,the information below is not required by law, it may prove valuable to persons retying on the document and covid prevent fraudulent removal and reattachment of this fount to aano er docu erat, Description of attached Document Q*,v- W0,V-t04 Title or Type.of [)oc ernt„ Document Date: Number of pages: igner(s) Other Than Named Above; Capacity(lies) Cllgalirnedd by '5ignelr('s) Signer's Name„ Signer's Name: 0 Individual a c 17J llndlviduai Corporate Officeir—Title(s). ---- ® Corporate Officer—Tltle(s):._. 'Partner 0 Limited lid General „ 0 (Partner----D Limited I I General El Attorney in (Fact ❑Attorney un Fact M Trustee Top of 1r,umb(here 7 Trustee Tbp of 1r umb here Guardian or Conservator © Guardian or Conservator 0 Other: F Other: ner I Re;pres ltim ._ Signer Its Representing: ,.�`" Qrrw•w 02007 Naboml M r15 attdDn+9350�e AuC.,FiJ.BGx 2402'•C1�,artswcarth,GA 91313• _ �402•wsYw,N'�wtiernalt+lbldry.orq i llerrnp5901 rSerordea^: V1ITcd1-IFrrie1671'o-6e27 Page 38 of 499 Chi. 9.50 Solid Waste Management Franchise Ordinance I Ashland Municipal Code Page 1 of 20 Chapter 91.50 SOLID WASTE MANAGEMENT FRANCHISE ORDINANCE Sections: 9.50.010 Title 9.50.02,0 Purpose 9.50.030 Scope 9.50.040 Definitions 9.50.050 Franchise Agreement 9.50.060 Franchise Reporting Requirements 9.50.07'0 Franchise Responsibilities and Requirements 9.50.080 Enforcement, Suspension, or Termination of Franchise 9.50.010 Title This chapter shiaill be titled and referred to as the"Solid Waste Management Franchise Ordinance."(Ord. 3172§ 1, added, 02/05/2019) 9.50.020 Pulrpose It is the policy andl purpose of the City of Ashiland to protect the health,safety and welfare of the citizens and physical environment of Ashland through the regulation of solid waiste rnainagernent.This regulation will: A. Ensure safe,economical, efficient and comprehensive solid waiste maniagement services(SWMS)as further defined in this chapter; B. Assist the commiunity in reaching and surpassing recycling and waste diversion rates of the Jackson County wasteshed; C. Ensure fair and eCjUitable service rates and charges across all customer claisses to achieve safe and efficient collection,trainisportation aind recovery of solid waste, recyclables and compostable materials; D. Meet or exceed aill aipplicable ORS 459 regulations relating to solid waiste maniagement prescribed to local jurisdictions and their authorized franchisee;and E. Ensure consistent and responsive service aind communication with citizens regairding solid waste maniagement operations, education and requirements including waiste prevention, product life cycle impacts, waste diversion opportunities, recycling best practices and standards and general wasteshed stewardship. (Ord. 3172§ 2,aidded,02/05/2019) The Ashland Municipal Code is current through Ordinance 3259, passed April 15,2025. Page 39 of 499 Chi. 9.50 Sold Waste Management FranchiseOrdinance 9.50.030 Scope Services defined, regulated and authorized in this chapter are aipplicable only within tile City lim,its of tile City of Ashland and all future mrban growth boundary annexatiomsoccurring cluring the term,of the ordinance codified in this chapter. (Ord. 313Z§ ],added'D2/85/2819) 9,50,040 Definitions Except where the context clearly indicates a, different rneaning,or where a terrn is defined below,definitions contained within ORS 4�9.005at the time ofacloptiomoras further amended in the future,and regulations promulgated Under state |am4 are applicable tothis chapter. Administrative Operations Standards and Rules rnean all standards and rules approved by resolution Of Council defining specific operating rules and procedures that support and ensure compliance with this chapter. Affiliated[ormpany means any company which shares expenses and/or revenues with the franchisee with, respect to the services Under tile frainchise and is:(1)tile parent company(corporation, partnership or limited liability cornpainy)of franchisee; or(2)any subsidiary Of such parent company; or(3)any company of which thirty percent (30%)or more of tile common stock or control is owned or controlled by franichisee or franichisee's shareholders; examples Of such shared costs include, but are not limited to: labor, equipment,vehicles, insurance, or administrative costs. AUUom/abUe Expenses mean,those expenses incurred byframchiscc in,the performance of this franchise that are allowed by the City as reimbursable by tile ratepayer as enumerated below.Allowable expenses are allowable only to the extent that such expenses are known and rneasurab|c' caUcu|atedaccording togemeraU|yaccepted accounting principles (GAAP)on ain accruail basis,and comply with,the cost allocation methodology contained within thiis chapter to tile franchisee's operations within the City,do not exceed tile fa,ir market value of cornparabUe goods or services,and are commierciailly reasonable and prudently incurred by tile frainchisee solely in the course of performing its obligations Under the frainchise.Allowable expenses shaUU include but not bclimited to the following: 1. The costs of complying wvith,a|| |amws, regu|ationsorordersapp|icab|ctotheobUigationsoffranchisecs under federal,state or|oca| law, including this chapter, as well as costs for finamciaU reporting, accounting and regulatory processes associated with or required by this frainchise or under law, as now or hereafter amended; Z Disposal costs; 3. Labor costs, including operational and supervisory labor, payroll taxes,workers'compensation,and benefits,as well as third party transportationcosts; 4. Vehicle and equipment expemses' incUudingxehidcrcgistrationfees^ mnc*orfme|^oi|'drcs^ remta| chaqges and/or operating lease payments and repairs and rnaintenancc; The Ashland K8mni�dpa| Code is current through Ordinance 3259' passed April 15'2025. Page 40of4gQ Chi. 9.50 Scild Waste Management FranchiseOrdinance 5. Expenses of maintaining other capital assets, including rental charges and/or operating lease payments and repair and rnaintenaince,to include container rnaintenaince and repair costs; 6. Performance bonds and insurance inatleast the amounts and coverages reqmiredby the City; 7. All administrative and management costs and expenses reasonab|y allocated for the services reqmired under this franichise, including, but not limited to, compensation, management fees,and benefits for officers andcrmp|oyccs, payroll taxes, data processing, billing, equipment or facility rental or lease costs, supplies, fi�nanceandaccounting^adnministratiom^ hmrnanresourceand |aborrmamagcrnent, rateanaUysis' amd regulatory compliance; 8. Utilities; 9. Training,worker safety and employee development expenses; 10. Promotion and public education, costs; 11. 0epreciadonandarno/tizatiomofcapitaUassets' indudingamymecessarystandbvorbackupeqmiprnent used on,a, reSUlar and ongoing basis in,the provision of services under this frainchise over the standardized econormic useful lives of the various assets; 12. OutsidcprofessionaUfeesandcoszs^|irmitedtotwo(2)percemtagcpointsofrevenue' un|essan extraordinarycircunmstance exists; 13. Interest expense, other than, interest paid with respect to route or franchise acquisition,that is not in excess of market rates ordinarily charged for the various types of financing reClUired for purchases or leases; 14. All Surcharges,taxes or fees, other than state or federal income taxes or franchise fees,which are imposed upon the frainchisee or levied by federal,state or locail government in coniniection with franchiisee's provision of collection services under this franchise; 15. Direct write-off charges for bad debts;and 16. Franchise fees assessed by the City. Allowable expenses as defined above shall bcreasonab|eif they are cormparabUe with the expenses incurred bv similarly situated solid waste and recycling collection cornpainies on the west coast of the United States. Autornated Collection System meanis a type of collection systern that utilizes stainclairclized roll cairts and mechanically assisted collection cqmiprnent designed to minimize direct human, handling of customer waste set out for collection. Bulky Wastes rnean large items of solid waste such,as appliances,furniture, large aUtO parts,trees, branches greater than four(4)inches in diameter and thirty+six(36) inches in, length,, stumps and other oversized wastes whose large size precludes orcormp|icates their handling bynormal collection, processing ordisposal methods. [ityrneans;the existing City lit-nits and future aninexations;of the City of Ashland, Oregon. The Ashland Municipal Code is current thro,mgh Ordinance 3259' passed April 15'2025. Page 41of4gQ Chi. 9.50 Scild Waste Management FranchiseOrdinance City Council or Council means the City Council of the City ofAsWamd. Commercial means stores; offices, including manufacturing and imclustria| offices; restaurants;warehouses; schools; colleges, universities; hospitals;and other nionrilainufacturing entities; manufacturing entities, but not incUmding multifamily orresidential condominium,complexes. Container means a receptacle used tostore solid waste orrecycUabUematerials thiatis designed for on-site un|oadingintoadosed'bodiedco|UectionvehideimvvhichthecontcntsofthereccptacUearenmixedvviththc contents of other sirmi|arreceptacles. Construction and Demolition Debris meanis used or discarded construction materials removed from a prernises during construction, demolition or renovation ofastructure. Cost Allocation. The following allocation methodology shaill be used to cletermine expenses attributable to services rendered for City of Ashland solid waste management services franchise operations: 1. Residential and Commercial Labor Hours. The franchisee will perform two(2)annual surveys tocstirnate the time spent in each,jurisdiction by residential and commercial route.Total annual hours will be estimated byjuriscliction for residential and commerciail routes based on the two(2)aninual surveys.Tile annual total hours will be used to allocate labor and benefits,fuel, oil, maintenance,vehicle and comtaimer leases,vehicle licenses,and route costs byjuriscliction for residential and cornmercial services. Z Debris Box Labor Hours. The franchisee will estimate the average time spent per load byjurisdiction.This average will be applied to the actual annual load count byjuriscliction,to calculate an,ainnuail totail for each jurisdiction.The annual total hours will be used to alUocate labor and benefits,fuel, oil, mia i nite ilia nice,vehicle and debris box leases,vehicle licenses,and route costs by jurisdiction for debris box. 3. Yardiage.Yardage byjurisdiction will be estirnated by Subscribed Volumes for residential and comirnercial services and by box size for debris box service.This yardage will be used to allocate disposal costs by jurisdiction. 4. Residential and Commercial Weekly Lifts. The frainchisee will use two(2)surveys to estimiaite tile number of weekly services byjuriscliction.This measure will be used to aillocate all other costs byjUrisdiction. 5. Direct Cost. Franchise fees and other costs directly related to a specific jurisdiction will be applied to the appropriate jurisdiction. [urbside/Roadsidenmeansa |ocadonwvithimthree(3)feetofpubUicright'of-wvay.Thisdocsnc*aUUovvthe garbage or recycling receptacle tobe placed on,the inside ofa fence orenclosure even, if the receptacle is within three(3)feet of said road or roads. For residences on fUaig lots, private roads or driveways,curbside/roadside shall be the point where theprivateroadordrivewayintcrsectsaOtyroad' pub|icacccssroad'statcroadorfedera| road. Customer meains individuals,groups, businesses,corporationis or other recognized entity receiving solid waste rmamagcrment services frorn the franchisee within the City ofAshiUamd. The Ashland Municipal Code is current through Ordinance 3259, passed April 15,2025. Page 42of4gQ Chi. 9.50 Scild Waste Management FranchiseOrdinance Customer Classification rneans list and definition ofthe different groupings utilized for rate making; i.e, residential, comnrmerciaU' municipal, etc. Depot means a facility for transferring oonitaimerized solid waste, recyclable materials or yard debris from,one(1) mode of transportation to another.The term,also refers toa place for receiving source'scparated recyclable materials. Disabled CUStOmer meanis a subscription custorner in whJch all adult household members possess a DMV-issued handicapped parking sticker/pUacard. Disposal S,ite meanis land and facilities used for the disposal, handling or transfer of, or resource recovery from, solid wastes, including but not limited to clumps, landfills, sludge lagoons,sludge treatment facilities, disposail sites for septic taink pumping or cesspool cleaning service,transfer stations, resource recovery faicilities, incinerators for solid waste delivered by the public orbya solid waste collection,service, cornposzing plants and Uand and facilities previously used for solid waiste disposal at a land disposail site. Disposal site does not include the following: a facility authorized bya permit issued under ORS,4§Q.Q05to46§.385to store,treat or dispose ofbot� hazardous waste and solid waste; a facility subject to permit requirements ofORS,468B1050 or468B.05�3;a landfill site which is used by the owner or person in control of tile prcrmises to dispose of soil, rock, concrete or other sirmi|ar nondccomnposab|c material, mm|ess the site is used by the public either directly or through a solid waste collection service; ora site operated bva wrecker issued a certificate under ORS 8�22.1 110. Drop Box rneans a single receptacle used to store solid waiste or recyclable materials that is clesigned to be removed from,the generator's site on the back of a roll-off truck for unloading at a disposail site, material recovery facility, or other storage or processing facility.The contents of the receptacle are not mixed with tile contents of other similar receptacles until delivery toa disposal site. Force Ma|emremneansactsofGiod'firc' |ands|ides' Uightmimg, szornms'f|oods^freezing' earthguakes' epidcrmics' volcanic eruptions, public riots, civil disturbances'acts of the public enemy,wars' blockades' embargoes, or acts of civil or military authority, breakage,explosions oraccident to machines or other materials, pipelines orrnateria|s' governnmcnta| rcstraint, mnavai|abi|ityofadisposa|sitcamdanyotherexentvvhichcou|dmotm/ithreasomab|c diligence be controlled or prevented bythe party affected bytile event. Franchise rneans a contract with the City allowing the use of public right-of-way to collect and tranisport solid waste. Franchisee rneans a person, persons, business or corporation who has been grainited a,franichise to operate within the City ofAshland pursuant to this chapter. Generator means a person,who by virtue of ownership, management or control, is responsible for causing or allowing to be caused the creation of solid waste or recyclable materials. Gross Revenue for any period shall mean: 1. Gross accrma|-bascd billings bv the franchisee tocustorners for services provided Under the franchise; The Ashland Municipal Code is current through Ordinance 3259, passed April 15,2025. Page 43of4gQ Chi. 9.50 Scild Waste Management FranchiseOrdinance Z The aUUocatedgainon the saUeof fixed assets,thie depreciation or amortization fnornwhich,was all, allowable expenise under the terms of this chapter,and refUndS,sales proceeds or other reimbursements for any other expemse that was an allowable expense under this chapter;and 3. The accrma|-based proceeds from the sales of recycled material collected vvithiin the fraimchise. HazardousVYastermeamsso|idm/aszeorwvastethatnmay, bvitse|forimcomnbinadonwvith,otherwaste^ be explosive, poisomomS, caustic or toxic, or otherwise dangerous or injurious to human, plant or animal life,as defined by ORS, 4§Q.005. Household HazardousVYasze rmeams any discarded, useless or unwanted chemical, material, substance' or product that isor may be hazardous or toxic tothe public orthe environment and iscormrnonUy used in,oraround households. Household hazardous waiste includes, but is not limited to,some cleaners, solvents, pesticides,and automotive and paint products. Infectious Waste means bioUogicaUwaste^cultures and stocks' pathological waste,and sharps, as defined in ORS 459.386. Material Recovery m,eains any process of obtaining from solid waste, by presegregation or otherwise, materials that still have msefuU physical orchcrmica| properties and can be reused or recycled for sorne purpose. Material Recovery Facility means a,solid waste management facility that separates or stores materials for the purposes of recycling from, incoming, nonputrescible solid waste by Using manual and/or mechainical methods. It also rneans a facility that primarily accepts previously separated recycla,bles. K8u|tifarniUymneansamynmu|d-dm/eUUingbuiUdingorgroupofbuiUdingsthat(1)comtaim(s)five (5)orrnore dwelling units on a,single lot,Such as apartments, conclorniniums, and mobile home pairks, and (Z) receives services ona pc+Uotorper'bui|dingbasis'asopposedtoaper'umitbasis. MmUtifanmi|ycomnp|cxa|soindudcsce/tifiedor|icensed residential care housing, such,as adult foster care homes, and group hornes Multifamily accounts are determined tobca residential waste strcarm. Operating Margin nmeamsgross revenues rninusa||owab|e expenses within agivcn period. Organic Waste rneans rnaterials that can, be biologicailly synthesized by plants or ainimals from simpler substances, are no longer suited for their intended purpose,and are readily broken down by biological processes into soil comstituentsExanmp|csindudc' bmtarenotUimnitedto'foodvvastc'yarddcbris,contanminatcdpaper,amd putrcscib|e materials that are generally a Source of food for bacteria. Putrcscib|eVVaste means solid waste containing organic material that can be rapid|ydecomnposed by microorganisms, and which may give rise tofouU'srneUUing, offensive products during such,decomposition,orwhich is capable of attracting or providing food for birds and potential disease vectors such ais rodents and flies. Receptacle meanis a can, cart,container, drop box, compactor or recycling bin or any other rneans of containment of solid waste or waste orrecycUab|ematerials. The Ashland Municipal Code is current thro,mgh Ordinance 3259' passed April 15'2025. Page 44of4gQ Chi. 9.50 Sold Waste Management FranchiseOrdinance Recyclable Material, Recyclable, Recyclables mean rnaterial that has or retainis useful physical, chemical, or biological properties after serving its original purpose(s)or fUnction(s),and is separated from solid waste by the generator orata material recovery facility. Recycling means ainy process by which waiste materials are transformed into new products in Such a miainner that the original products may lose their identity. Residence, Residential means any dwelling unit where atleast fifty percent(5Q%)of the use ofthe entire building is for home use. Se|f-Ham| nneanscoUUectionandtramsportatiomofsoUidvvastefrormaconmrmerdaimnu|dfamni|y' orresidemtia| emtity bv the generator, owner or Occupant of the property, rather thanbva third party hired to perform,thiisfunction. Senior Discount Rate rneans a discounted collection rate provided to customers that meet the discounted utility rate provision of Resolution No.92-22or future related amendments. Solid Waste or Waste.The terms"solid waste"and^�mastc~are interchangeable. Solid waste shall include all putrcscib|eand mompmtresdb|cvvastc^including, but not limited to,garbage; compost; organic waste;yard debris; brushandbranches; |and-dearingdebris;sevvers|mdge; residcnda|' comnnmcrciaUandindustria| buiUdingdemno|itiom or construction waiste; discarded residential, comirnercial and industrial appliances, equipment and furniture; discarded, inoperable or abandoned vehicles or vehicle parts and vehicle tires; manure;feces;vegetable or anirnal solid and scrmi-solid waste and dead amirnaUs; and infectious waste."Waste"shall mean, useless, unwanted or discarded materials.The fact that rnateriaUs'which would otherwise corne within the definition of solid waste, may, from time to tirne, have value and thus be utilized shall not remove them,from,the definition.The terms"solid waste"or"maste'^do not include: 1. Recyclable materials or yard debris sepairated from,solid waste and properly prepared for collection; Z Hazardous wastes as defined in,ORS 466.005; 3. Materials used for fertilizer or for other productive purposes on laind in agricultural operations in the growing and harvesting of crops or the raising of fowl oranimals; 4. Septic tank and cesspool pumping or chemical toilet m/aste; 5. Somrce'separated' prindpa| recydab|ermatcria|s'asdefinedinORS459AandthermUesprormm|Batcd thereunder and under this chapter,which have been purchased or exchanged for fair market value, Uniless the City declares a site of uncollected principal recyclable materials to be a public nuisance; 6. Applications Of industrial sludges or industrial waste byprodUcts authorized through,a Land Use Compatibility Statement or Management Plan aipproval and that have been applied to aigriculturail lainds according to accepted agronomic practices or accepted method approved by the Land Use Compatibility Statement or Management Plan, but not to exceed one hundred (1100)cry tons per acre annually;and The Ashland K8mni�dpa| Code is current through Ordinance 3259' passed April 15'2025. Page 45of4gQ Chi. 9.50 Scild Waste Management FranchiseOrdinance 7. Stabilized municipal sewage sludge applied for accepted beneficial uses on land in agricultural, nonagricultural, or SilViCUltUral operations. Sludge-clerived products applied for beneficiail uses on land in landscaping projects. Solid Waste Management and [o||cctionSen/icesnmeainprevendon' reduction' nmamagcnmentofthe storage' collection,tramsportadon'treatment, utilization, processing and final disposal of solid waste; or recycling, reuse and rnaterial recovery frorn solid waiste; and facilities necessary or convenient to such activities. Source-SeparatedMatcria|smneanrecydab|crmateria|sthathaxebccnseparatedbvtypeofrecycUabUemnateria| and removed from,the solid waiste strearn by the person who last used the recyclable materials. Transfer Station means a fixed or miobile facility, other than,a,trainsportation vehicle,where solid waiste is deposited temporarily after being removed from the site of generation but before being transportedtoafinal disposal location. Uma||om/abUe Expensesshia|| include the following: 1. All charitable and political contributions; Z Fines and penalties' including without limitation judgments for violation of applicable Uam/s' incurred by licensee; 3. Payments for services provided by individuals related by blood or marriage or by affiliated comparlies to a licensee tothe,extent that such payments exceed the reasonable cost that would be charged byan independent third party to provide the substantiaUUyeguivaUent service; 4. Accruals for future unknown regulatory changes; 5. Costs associated with purchase of other companies including, but not limited to, emiployee stock ownership plan payments,goodwill,amortization of goodwill and premiumis on key-person life insurance policies; 6. Principal or interest payments on,the acquisition,ofsolid waste, recyclable materials and yard debris collection, routes;the purchase of equipment and/or facilities tothe extent that the price includes goodwill or a prcnmimrn in excess of fair market vailue at the time of acquisition;state and federail income taxes; 7. Fees paid to afranchisee^s board of directors; 8. Attorney's fees and related expenses resulting from: a' Anyjudicial proceeding in which the City and a frainichisee are adverse parties, unless the frainichisee is the prevailing party; b. Any judicial proceeding in which afranchisee is ruled to be liable due towillful rmisconductorgross negligence orin violation of law or regulation,excluding judicial proceedings involving traffic accidents; The Ashland K8mni�dpa| Code is current thro,mgh Ordinance 3259' passed April 15'2025. Page 46of4gQ Chi. 9.50 Sold Waste Management FranchiseOrdinance 9. Operation of a,commiunity access recycling depot not physically located or operated in conjunction with the frainchisee's tnsmsferstation; 10. Recycling operations expenses already calculated and incorporated into franchisee's tipping fees; 11. Anyothercxpemsesdefincdas~una||owab|c~andapprovedbymnutua| comsentofthefranchiseeandthe Council. Utilization.The terms"Utilize,""utilization,"or"utilization of solid waiste or waiste"shiall rnean productive Use through recycling, reuse,sailvage, resource recovery, energy recovery, or land filling for reclarnation, habitation, or rehabilitation ofUand. Waste Evaluation rneans an evaluation completed by the City or a franchisee of a commercial entity's waste rmamagcrment practices,for the purpose ofproviding guiclaincctoa multifamily or commercial customer on effective means to reduce waste, increa,se recycling,and purchiase recycled products. Yard Debris rmeans grass clippings, leaves,tree and shrub pruningsofno greater than four(4) inches indiameter or sirnilair yard and garden vegetation.Yard debris does not include such itemis as: dirt,sod,StUrnps, logs,tree and shrubprumings grcatcrthamfour(') imchesindiamneter' rocks' p|asdc, animna|wvasteornmanurc^catUit1er, pot1ing soil, prepared food m/aszesornomputrescib|e material. (8rd.31�72 §4`added,Q2/85/2Q1Q) 9.50.050 Franchise Agreement A. RanchiscAmmn± No person shall dobmsiness in the collection and transport of solid waste generated within the City without a Current,vailid City frainichise.A franchise to provide solid waste management and collection services, including recyclable materiails and yard debris in the service area,of the City,shall bc granted only after a dctcrrminatiomof need for the service. The determination of need is the responsibility of the City Council,which will seek the best balance of thie following objectives: 1. To ensure safe, efficient, econormica[ equitable and comprehensive solid waste service; Z To avoid duplication of service thiat will cause inefficiency, excessive use Of fuel, increased traffic,and greater wear on streets; 3. To provide service inareasof marginal return; 4. Toprornc*e and encourage recycling and resource recovery; 5. To improve the likelihood of the franchise holder rmakinga reasonable profit and thereby encourage investment in modern cqmiprnenc 6. To cooperate with other governmental bodies by recognizing their service arrangernents; and The Ashland K8mni�dpa| Code is current through Ordinance 3259' passed April 15'2025. Page 47of4gQ Chi. 9.50 Sold Waste Management FranchiseOrdinance 7. To otherwise provide for the service in a rnainner appropriate to the public interest. B. Renewal ofFranchises. 1. In granting a frainchise renewal,the Council may, in,aiddition,to the a,bove, consider tile following: a' Volumes of solid waste collection and disposal; b. Volumes of recyclable rnateria|s and rate of participation in, recycling; c. Customer satisfaction, including but not limited to Customer complaints; cl. Analysis of solid waste collection and recycling programs in other cities ais compared to those of the City, including but not limited to prograim costs, funding mechainisms and overall rates of participation in recycling; e' Franchisee performance of its obligations Under tile frainchise, including a franchiisee's technical and fimamciaUcapabi|ities; t Franchisee abiUityto provide evidence of required insurance; and g' Franchisee responsiveness to customer or City cormpUaimts. Z Franchises granted bv the City shall bemomexdusive; however, itis understood that cluring the term of frainchises granted under this chapter,the City shall not grant any other person a franchise for solid waste management services unless there is a,showing by the aipplicant of tile need for Such additional service in the proposed service area.Asto such application(s)the cxistingframchisee shall have first right of refusal to provide such services. 3. In evaluating whether a need exists for additional service,tile City Council may consider, among any other criteria cleerned relevant by the City Council,tile following iterns: a' An increase in the population of the City; b. Anex1emsionof the bounclariesof the City; C. Intensive residential, commercial or industrial development within tile boundaries of the City; cl. Changes in solid waste technology and/or recycling collection technology that could substantially improve collection,service or reduce collection costs to residents of tile City; e' The effect that an,additional franchise WOUkl have on each existing frainchisee's a,bility to meet the [ity's service standards and maintain a fair return on its investment; t Changes in federal or state |avvs^ rules or regulations that substantially affect solid m/aszeorrecycling co||ectionrcqmirernents; g' The franchisee cannot or will not perform orsubcontract the proposed service. The Ashland Municipal Code is current through Ordinance 3259, passed April 15,2025. Page 48of4gQ Chi. 9.50 Scild Waste Management FranchiseOrdinance This chapter does not prohibit any person,from,self-hauling solid waste and/or recyclables.A generator may self- haul hiisor her own material,and agenerators contractor rnayhaul materials that are generated as direct result of the service providers activity. For example, landscapers, roofers,and rcrmodeUers may self-haul materials, but may not contractwith,third parties other than,franchisees for collection and transport. C. Franchise Terms. A franchise to provide solid waste management and collection services shaill be graimted for a period of ten(1Q)years, beginning December 1^ZQ13^with,subsequent seven(7)year terms renewing annually, unless prior notice ofreqmesttotcrrmimateisSubmitted bv either the City or the franchiseea rmimirnumnofninety (90)days prior tothe renewal clate. D. Franchise Fee. 1. Annual Fee. |n consideration of the rights and benefits of the terms ofthe franchise,franchisee shall pay to the City each year during the life of the franchisebeginning Novcrmber1' 2813'an annual fee derived from, revenue received by that frainchisee from,solid waste management and collection service boundaries of the City.The franchise fee shaUUbe five percent(5%)of gross revenues. Z Quarterly Payments.The framchise fee reqmiredim Subsection D.1! above shaUUbe paid quarterly, and shall be due and payable within thirty(3Q)clays ofthe end of the ca|emdar quarter.Accompanying the payments described above,franichisee shall file with the City Mainager or the City Manager's designee astatennent showing the amount ofthe gross revenues received by that compainy within the City for the calendar ClUarter immediately preceding the calenclair quarter in which such statement is filed.There will be a reconciliation of final gross revenues on the qma|ter|yreport ending September 38of each year for the prior fiscal period, which is October 1 through Septernber3Q. 3. Review of Records-Amnuo/AuditFranchisee shall make available for imspection' copying and review bv the City Manager or the City Mainiager's designee at any time during normail work hours all records in the frainchisee's possession that the City Manager or the City Mainager's designee deemis relevant to verifying the accuraicyof fees paid to the City,to regulating rates or to carrying out any responsibility that the franchisee or the City has under this chapter. Nomore often than once during any twelve(12)month, period,City may request ain audit of the books, records and accounts of franchisee by a certified public accountaint or such other professionial chosen by the City to verify aiccuracy of fees paid to the City, subject to the approval ofthe audited frainchisee; provided, however,that such approval shall not be unreasonably withheld. Franchisee agrees to have their books, records and accounts audited and further agrees to pay for Such auditing services.The report of the certified public accountant or other professional shall be conclusive and finial. In the event Such audit report discloses any difference of payment due either to the City or franchisee through error or otherwise,such, payment shaUUbe due and payable within thirty(3D)clays of discovery or determination of the error. If payment is owed by the City to franichisee,the City shall reirnburse the franchisee for payment for the portion of the services attributa,ble to the audit of the frainchisee receiving Such payment from the City. |f payment is owed byfranchisee to the City,and the difference ofpayment clue is more than the greater of$588.DQor two and one-half percent(21/2%)ofthe franchisee franchise fee,orif the frainchisee is found to have violated any other ternn or condition of the frainchise,then, notwithstanding any other provision of this section orthe franchise,the City may request an additional audit during the next twelve(12) month period with,all expenses of such aidditional audit paid by Such franchisee. The Ashland Municipal Code is current thro,mgh Ordinance 3259' passed April 15'2025. Page 4gof4gQ Chi. 9.50 Sold Waste Management FranchiseOrdinance 4. Late Payments-Interest. Should franchisee fail or neglect,for thirty(30)clays after any quarterly payment shiall become due and payable,to make the quarterly payment,the City shall provide written notice of failure ofpayrnenttoframchisee. Uponmotificadonoffai|mretopay'framchisccm/iUUhaxethirty(3D)da}storemnit payment to the City. If franchisee fa,ils to pay within said thirty(30)day period,the City m,ay charge interest retroactive to the due date, ata rate ofnine percent(9%) per annunm^and may at its option either continue the frainchisein force and proceed bv suit oractiontocollect the payment, or declare a forfeiture ofthe franchise because of the failure to make payment, but without waiving its right to collect earned franchise payments and interest. E. FronchiseAdministrative Operations Standards and Rules. The solid waste mainagernent and collectionis franchisee will operate within operations standards set by resolution of the City Council. Standards and rules will be developed across a|| custornerdassifi�cations including, but not limited to,the following: 1. Service Rates and Fees. Rate and fee schedule for all collection services, prograrns by customer dassifi�cation. Z Collections. a' Regular, holiday and hazarclous weather schedules. b. Procedures for missed, bulky waste,vacation hold, ctc,collections. c. Collection receptacle standards and rcqmirernents cl. Receptacle location, requirements for pick-up. e' Private property access rights and limitations. t Responsibilities of the custorner. g' Vehicle minimurn equipment, maintenance stainclairds, identification/signiage and standards. 3. Customer Service and Communications. a' Billing standards and frequency. b. Billing/collection, procedures for paszdue/mompayaccoumts. C. Descriptions, objectives and targets for aill services provided across all customer claissifications. cl. Solid waste related programs,education and evcntprornotiom. e' Complaint/dispute resolution procedures. t Community communications and outreach plan coordination with City outlining roles and responsibilities of City and franchisee. 4. Reporting(in Addition to [hopter-RcquiredRepumting). The Ashland Municipal Code is current through Ordinance 3259, passed April 15,2025. Page 50of4gQ Chi. 9.50 So,l� d Waste Management FranchiseOrdinance a' Efficiency ama| is reports for routes, billing/collections, etc. b. Revenue and subscription volume reports bvsolid waste category(tnssh' recycle,yard waste)for various customer classifications(residential and cornmercial). Debris box volumes will be rneasured by dump and return and/or pull activities. c. Customer counts and trends over tirne for residential and commerciail custorner class if�cati ons. Debris box load counts will be reported in lieu of debris box custorner counts. F. Subcontracting Services. A franchisee may contract with another person to provide specific cormpomemtsof solid waste rnanagernent and collection,services within the franchisee's service area with,the written approval of thc[ityMamagcrortheOtyM�anager'sdesignee; providcd^thatthcsubcontractdoesmotarmommt toatransferof the collection framchise and the subcontracting party agrees to: 1. Abide by the conditions of this chapter and associated resolutions; and Z |n written appUicationto the City, show how they will meet the criteria applying to the current franchise. G. Transfer ofFranchise. 1. Aproposedassignrmentortransferofaframchisernustberequestcdbytheframchiseeifthefo||owing occur, but shall not be limited to: a' A sale, exchange or other transfer of fifty percent(50%)or more of franchisee's assets cledicated to service in,the City; b. A sale, exchange,or other transfer of fifty percent(50%)or more of the outstanding cornmon stock of a franchisee; c. Any reorganizadon'consolidation, merger, recapitaUization'voting trmst' pooling agreement,escrow arrangernent' |iquidadonorothertransactiontovvhich,framchiseeoramyofitssharcho|dcrsisaparty vnhich, resu|tsimachangeofowncrshiporcontno| offiftvpercent(5D%)ormnoreoftheva|meorvotimg rights in the stock of the franchisee;and cl. Any combination of the foregoing that has the effect ofa transfer or change of ownership and control. Z The franchisee shall provide no less than ninety(90)clays'advance written notice to the City of any proposed transfer or assignment. Except as specifically authorized by the City,the franchisee shiaill not assign any of its rights or delegate or otherwise transfer any of its obligations to ainy other person,without the prior consent of the City Council.Any such assignment without the consent of City Council shall be void and any such attempted assignment shaUUconstitute default and grommdS for termination of the franchise. 3. |fafranchisee requests the [it/s consent to transfer the franchise,the City shall act on,such, request within sixty(60)clays of the receipt of the franchisee's written request together with all information,as set forth, below, required for the Citys action,on the request.The City and franchisee may consent in writing to The Ashland Municipal Code is current thro,mgh Ordinance 3259' passed April 15'2025. Page 51of4gQ Chi. 9.50 Scild Waste Management FranchiseOrdinance additional time for the City to review and approve the consent to transfer the franchise.The City shiaU| not unreasonably refuse to consent toan assignment ofthe franchise toa proposed assignee that has sufficient knowledge, experience, and financia| resources soastobe able tomeet,to the satisfaction of the City Council, in, its sole discretion, all obligations of the franchisee hereunder.Ani aipplication to the City to consider a sale or other transfer ofa franchise shaUU include the following: a' A nonrefundable application fee of$2,00,0.00,payable at the time of application,to the City in advance to defray the City's anticipated expenses and costs resulting frorn the frainchisee's re�uest; b. Finiancial statements audited or reviewed by a certified public accountaint of the proposed assignee's operations for the three(3) immediately preceding operating years together with,any additioma| evidence offi�nanda|ability to perform its franchise ob|igatioms; and c. Ashom/ing that the proposed assignee rmeets all City criteria for the grant ofa franchise as enumerated in this chapter. H. Establishment and Modification of Service Rates and Fees. Except as set forth herein,the City Council may review and set rates onan annual basis by Council resolution that considers the following goals: 1. Rates shaUUbe established tothe greatest extent practicable onacost'of-scn/icebasisbasedonthe ordinance-estab|ishied cost allocation, methodology. Z Rates shaill be adjusted ainnually by Council resolution equal to the percentage chainge in,the January-to- January Consumer Price Inclex for Paicif�c Division(CPI - Pacific) but not to exceed the twelve percent(12%) operating margin cap.The City Manager or the City Manager's designee shall certify the CPI - Pacific rate in writing tofranchisee by March 1 of each year to initiate the rate resolution. 3. RatesshaUUbeadeguatetoprovidcanoperadngrnargimeq�uaUtotenperccmt(1Q%)offramchisc-vvide gross revenues; however,the City shaill not be required to change rates if the expected operating margin in, the next future year falls between eight(8%)and twelve percent(12%)of gross revenues.The ten, percent (10%)target return on,gross revenues is considered sufficient to reflect the level of businiess risk assumed by the frainchisee,to allow investment in equipment, and to ensure quality collection service. Accordingly,the City shall have the authority to commission,audits, reviews,or ainailyses of franchisee annual reports to validate Submissions.The expected operating margin ina future year would incorporate expected inflation,factors,and the effect of known or expected increases or decreases in,expenses or revenues.The rates charged by franichisees shiaill conform to the most current Council resolution. Prior to implernentaition, the Council must aipprove any interim rate for services not included in the current resolution. If the franchisee notifies the City in,writing that they believe arnateriaU change outside the framchisee's control has occurred, and the change will have anadverse effect on,operating margins,Such that the next future year operating margins will be less than eight percent(8%),a material chainge will be cleerned to have occurred.At that time, the City may undertake any type of review it fimds necessary to validate the existence of the material change and cstirnate its effect on the operating margin. |f the results of the review are such that no rate adjustment ism/arranted' persons req�uesdng the review shall reimburse the City for reasonable costs imcurredduring the investigation at the time the next payment of franchise fees isdue. The Ashland Municipal Code is current thro,mgh Ordinance 3259' passed April 15'2025. Page 52of4gQ Chi. 9.50 Scild Waste Management FranchiseOrdinance If the City believes that a rnaterial change has Occurred that will result in next future year operating margins fai||ing Under eight percert(8%�)orovertmelvepercert(12%)'the {]tymnayundcrtakeamabbrevatedrate review at its own expemse. (Ord. 3192 § 88'amended, 11/17Y2D20; Ord. 3172§ 5'added'0,2/85/2819) 9.50.060 Franchise Reporting Requirements A. Informational Reports. Each franchisee shia|| provide the City Manager or designee by the last day ofeach quarter for the previous quarter: 1. A quarterly report listing the quantities of solid waste,yard m/aszeand recyclable materials bvcmstomner classif�cation collected within the City cluring the previous calendar quarter,the Uocatiomsto which these materials were delivered,the number of custorner accounts,and other information requested by the City Manageror designee and mutually agreed upon with,franchisee. Z A quarterly report listing the names and addresses of multifamily and commercial customers that received m/astc evaluations during the reported quarter. 3. A summary of communication, marketing and educational outreach conducted bvfranchisee during the reported quarter. B. Quarterly Franchise Fee Reports. Franchisee shall complete and rcrmit to the City a quarterly franchise fee report not later than the Uaist day of the month immediately following the end of the quarter.A1 the time of payment of the quarterly franchise fees,the franchisee shall fi�|e with the City Manager or the City Managers designee a,verified statement of quarterly gross revenues for the period covered by the tendered fee.Such staternents shaill be public records. Franchisee shall maintain books and records disclosing the gross receipts derived from business conducted within the City,which,shall be open,atreasonab|e times for audit bv the City Manager or the City Manager's designee. Misrepresentation of gross revenue shall be deemed materiail and a breach of the franchise contract and shall be cause to initiate the process to terminate the franchise. C. Annual Franchise Reports. Franchisees shall report revenues and expenses(aUUom/abUe and unallowable), in all, incorne statcrmentforrmat, amdprovideaxarietyofinfornmadonaboutcustonmercounts'service |exe|s' disposa| volumes,and recycling aictivities for aill custorner classifications and for all programis identified in the Administrative Operations Standards and Rules resolution adopted by Council. Franchisees shall report totals for all operations necessary to aidequately verify compliance with the cost allocation methodology as defined in this chiaipter for expenses that share signif�cant operationail, management,and administrative expenises with the City of Ashland franchise. Resources allocated from regional or corporate offices or affiliates shaU| be distributed to appropriate expense line items,and shall ailso be disclosed in a schedule describing total allocations and their distribution,to individual expense line items.All aUUocatiomsfromn affiliated companies must be described and rmusz bc equal toorless than,the fa,ir market value of sirnilair goods and services purchased from,a, nonaffiliated cornpany.The report will ailso include a,synopsis of the operating year,a, description of the measures each, franchisee has taken in the preceding year to make its operation more efficient,a listing of the efficiency measures which each,franchisee proposes to take in the next year, a composite table showing the type and number of customer service cornplaints and a description of the m,ea,sures that the frainchisee has taken or is planning to The Ashland Municipal Code is current thro,mgh Ordinance 3259' passed April 15'2025. Page 53of4gQ Chi. 9.50 Sold Waste Management FranchiseOrdinance take to correct the caiuse of commonly reported cornplaints,and such other information as requested by the City Manager or the City Manager's designee.Tile report shall also describe and quantify cornmnunication' outreach, and educational aictivities as described in the Administrative Operations Standards and Rules resolution. Franchisees may identify specific information submitted to tile City in the aninual report as confidential.Tile City shaU|treatanyinforrmatiommnarked~[onfidemtia|'^asSmch'andsha|| motsubiect tile confidential information to public disclosure except as required by law. If the City receives a re�uest for disclosure of confidential information, the City Manager or the City Manager's designee shiaill notify the franchisee within a, rea,sonable time after receiving the req�uestsoastoallow the franchisee a reasonable opportunity to defend against the requested disclosure through the appropriate |egaU process.(8rd.3192 §87'amended, 111/17/2D2<% Ord.31172 §b' added,Q2/ Q5/2Q1g) 9,50,070 Franchise Responsibilities and Requirements A. Acces/ur Inspections and Deliveiy of Notices. Franchisees shall make aUUcormpany premises,facilities and records related to their solid waste, recyclable materials and yard debris collection,services(including, but not limited to:offices,storage areas,finaincial records, nonfinancial records, records pertaining to the origin of any solid waste collected bv the franchisee, receipts for sale or delivery ofcollected recyclable materials, customer lists,and aUl records related to vehicle maintenance and safety which,are required Under ODOT motor carrier requirements and regulations and ORS Chapter 767)ava,ilable for inspection by the City Mainager or the City Manager's designee within twenty-four(24)hours of notice by registered mail. Such, inspections are only for purposes of enforcing this chapter and are restricted to normal business hours. During normal businiess hours, the franchisee shall rnalke all company prcrmises and facilities accessible to City crmpUoyees for delivery ofany written notices Collection vehicles rmmsz be accessible for inspection,cluring the normal operating hours for collection, in,additiomtonormal business hours.Where receptacles are stored in the public right'of-wayorwhen the City is inspecting a situation where the franchisee isaU|egcd|y commingling recyclable materials or yard debris with,solid waste,tile need for twenty-four(24) hour notice does not aipply to inspection,of receptacles or vehicles. B. Indemnification, Bond, and Insurance. 1. Afranchisee shall pay, save harmless and incleminify the City from any loss,damage, penalty or claim, agaimstthc[ityomaccountoforinconnectionwvith,anyacdvityoftheframchiseeimtheoperationofthe franchisee'ssoUidvvasteco||ectionbusiness' imc|udingactivitybvanyapprovedsubcontractorprovidimg solid waste management collections and services. |f such suit shall be filed against tile City either imdepenclentUyor jointly with the franchisee or its subcontractor to recover for any claim,or claimages,the franchisee upon notice to it by the City shall defend the City against the action,and in the event of a f�nail judgment being obtained against the City, either independently orjoint|ywith,tile franchiseeor its subcontractor,the franchiseevvi|| pay said judgment and all costs and hold the City harmless therefrorm. Z Afranchisee shall furnish,a performance bond, in,a form approved by the City Attorney, by an acceptable surety company in the amount of$25,000,.00, but may, in lieu of a bond,furnish,an, irrevocable letter of credit or assign a,savings account or deposit in,ainy federally insured financial inistitution in the amount of $25'8QD.8Qona form approved by the City Attorney.Tile security shall guarantee faithful performance ofall The Ashland Municipal Code is current through Ordinance 3259, passed April 15,2025. Page 54of4gQ Chi. 9.50 Sold Waste Management FranchiseOrdinance the ob|igatioms contained herein with the premium for such bond or cost of such assignment tobcpaidbv the frainchisee furnishing the bond, letter of credit or making the assignment. 3. Atranchisee shall rnaintaini comirnercial general liability insuraince on an occurrence basis in such forms and with such companies as shaill be approved by the City Attorney,which will cover the franchisee's business operation, including each vehicle operated by it.The insurance coverage shaill include not less than, $2,000,,0,00.0,0 for one(�)person, nor less than $5,000,,000.00 for bodily injury clue to ea,ch occurrence,and not less than $2^Q8Q'DDQ.QD for darnage to property due to each occurrence and coverage ofatleast $5,000,,0,00.0,0 in the aggregate per occurrence.All such insurance coverage shall provide a thirty(38)day notice to the City Manager or the City Managers designee inthe event ofrnateriaU alteration,or cancellation of any coverage afforded in,the policies prior to the date the rnaterial ailteration or cancellation shaill become effective.Copies of all policies reClUired hereunder shall be furnished to and filed with the City Manager or the City Manager's designee prior to the commencement of operations orthe expiration of prior policies,asthe case may be.The franchisee shall furnish proof annually to the City Manager or the City M�ainaiger's designee that the insurance rcrmaimsineffect. 4. The provisions of this section,any bonds accepted bv the City pursuant thereto, and any darnage recovered by the City hereunder shall not be construed to excuse unfaithful performance by the franchisee or limit the liability of the franchisee under this chapter or the franchisee for damiages,either to the full amount of the bond,or otherwise.(Ord.3192§8Q^arnencled' 11/17/282D; Ord. 3172§7'added, QZ/D5/2D19) 9.50.080 Enforcement, Su�spenis~on, or Termination of Franchise A. Responsibility o/City. Franchisees are subject to the exercise of the police power of the City and tosuch regulations as the City may provide by resolution, ordinance, rule or regulation. B. Enforcement of Standards. The City Manager or the City Manager's designee shall administer and enforce this chiaipter and pursue remedies for nioncompliance ais laid out within this chapter.The City Manager or the City Manager's designee shiall ailso administer and enforce any administrative operations standards and rules as adopted by the City Council.These standards and rules shall be enforceable with penalties allowed in AMC 1.08. Upon recommenclation, by the City Manager or the City Mainiager's designee,the City Council may declare a franchisee who fails to abide by the rules tobeindefamUt. C. Initiation ofEnforcernentActions. In addition to enforcement under state law,the City rmay prosecute any infraction as defined in this chapter or the rules issued hereunder, based on any information coming to the City, in Ashland Municipal Court.The burden of proof is on the City to prove an, infraction, by a, preponderance of the evidence. D. Penaltiesfor Infroctions. Each franchise provision, including rules adopted hereunder, is subject topema|tiesas described in AMC 1.88,for each,day from,the initiail citation of the offense that the offense continues to violate the tcrrmsof this chiapterorassociated resolutions. The Ashland Municipal Code is current through Ordinance 3259, passed April 15,2025. Page 55of4gQ Chi. 9.50 Sold Waste Management FranchiseOrdinance E. Termination of Fronchisefor Default. In addition to default for accrued penailties, upon recommendation by the City Manager or the City M�anager's designee,the[ity[ounci| rmaytermninateafranchiseforthe framchischo|der's default in performing any rmateria|terrn or condition of the franchise.An event of default also shall include, but not bclimited to,entry ofa judgment agaimst the franchise holder for material misrepresentation,ordeceit cornmnitted against the City ora customer, or entry ofa judgment ofcomvictiom(including comvictiom oil,a, plea,of no contest)againist the frainchise holder or any principail of same for a crime involving dishonesty. Notice toa franchisee of default shall be delivered tothe franchisee bv certified mail requiring the franchisee to show cause in a public hearing before the City Council at a place and time to be stated in the notice, but no earlier than fourteen (1')clays frorn the date the notice is mailed,why the franchise should not be terminated.At the hearing the franchisee shall dernonstrate the rneasures it has taken or comirnenced to cure the default. F. Service Interruption. 1. Except for the right to refuse service for nonpayment or if customer has attempted to improperly dispose of hazardous waiste in violation of the City's standards and rules ais set forth in,this chapter, franchiseessha|| not interrupt service unless: a' Access, roads'streets and highways necessary for collection operations are unusable or mmsafe and there are no alternative routes. Franchisees shall resume service within twenty-fomr(24)hours after access isrestored. b. A force rma|cmre event occurs. Z Upon the occurrence of a force majeure event that prevents or impairs a,franichisee's ability to perform any of its franchise obligations,the framchisccshall: a' Provide imirnediate notice, either verbal or written,to the City Manager or the City Mainiager's designee of the nature of the event and extent and anticipated cluration of franchisee's inability to perform any obligation under this franchise. UfverbaU notice is given,then,written notice must be delivered to the City within twenty-four(24) hours of such verbal notice; b. Commence immiediately to develop, ini CO M MiUni cation and cooperation with the City,an interim plain for the restoration of full performance;and c. Take aill such,other reasonable actions requested by the City to aissist the City in protecting the public health and safety and to restore service as soon as practicable. 3. Labor unrest, including, but not limited to,strike,work stoppage or slowdown,sick'out' picketing, or other concerted job action comcluctedby franchisee crmpUoyeesor directed at the franchisee^ is not anevent of force majeure,and the franchisee shaill be obligated to continue to provide service notwithistainding the occurrence of any or all such events. G. Oty'sR6ht to Perform Service. Except as provided under subsection F of this section, in,the event that a _ franchisee,for any reason whatsoever,fails, refuses or is unable to collect or trainisport any or all solid waste for a period of more than forty-eight(48) hours,and, if,asaresult thereof, solid waste or recyclable materials should The Ashland Municipal Code is current through Ordinance 3259, passed April 15,2025. Page 56of4gQ Ch.9.50 Solid Waste Management Franchise Ordinance 0 Ashland Municipal Code Page 19 of 20 accumulate in the City to such an extent that the City finds that such accumulation endangers the public health, safety, or welfare,then the City shall have the right, but not the obligation, upon twenty-four(24)hours' prior written notice to the franchisee,to perform or Cause to be performed collection services with its own or other personnel at the franchisee's expense.This right shall be in addition to and not in lieu of any other remedy available to the City. If necessary,the City may take temporary possession of, and a franchisee shall peacefully surrender, any or all of the franchisee's land, equipment, and other property used or useful in the collection of solid waste or recyclable materials until such time as the emergency is resolved. if such possession occurs,the City assumes alll responsibility and liability for the equipment and land used to perform such ternporary collection services. H. Dispute Resolution with Customers. Upon receipt of any notice of dispute from a customer about any bill, charge, or service,the franchisee shall thoroughly investigate the matter and promptly report the results of its investigation to the customer. Except in the event a customer has attempted to improperly dispose of hazardous waste in violation of the City's standards and rules, a franchisee shall not refuse service to any customer during a time of dispute. if the franchisee is not able to resolve a dispute with the Customer,the customer may contact the City Manager or the City Manager's designee who will act as an informal arbitrator in an attempt to resolve the matter. Should the dispute remain unresolved, the franchisee or customer may then pursue the matter in any court with jurisdiction. I. Dispute Resolution with City. During all disputes arising under the franchise, the City and franchisee shall continue performance of their respective obligations Linder the franchise unless and until the franchisee is terminated for default, in which case the franchisee's obligation to pay a franchise fee based on cash receipts generated from services provided under the franchise during said dispute shall Survive such termination. In addition to and without waiving any rights and remedies Linder civil or common law, in the event of a dispute Linder the franchise,the parties shall mutually agree to arbitration.Within fifteen(15)days after agreement to arbitration has been reached, each party shall submit the name of its own arbitrator, selected from the American Arbitration Association, and the two(2)arbitrators shall select a tNrcl arbitrator selected from such panel within fifteen(15)clays, or in case of a disagreement concerning the appointment of the third arbitrator,the third arbitrator shall be appointed frorn such panel by the presiding judge for the Circuit Court of the State of Oregon forjackson County. During such time that the arbitrators are being selected or appointed,the parties shall continue to negotiate in good faith to resolve their dispute in a cooperative manner. The decision of the arbitrators in the matter shall be final and binding on the parties, and any judgment upon the award rendered pursuant to such arbitration may be entered in any court having jurisdiction thereof. (Ord. 3192 § 89, amended, 11/1712020; Ord. 3172 § 8, added,02/05/2019) The Ashland Municipal Code is current through Ordiinance 3259, passed April 15, 2025. Page 57 of 499 Chi. 9.50 Scilid Waste Management Franchise Ordinance I Ashland Municipal Code Page 20 of 20 The Ashland Municipal Code is current through Ordinance 325,9, paissed April 15,,2025. Disclaimer:The City Recorder's office has the official version of the Ashland Municipal Code. Users should contaict the City Recorder's office for ordinainces passed subseqluent to the ordinance cited above. Cit)(Website:www.a,shllandoregotii.gov City..T 1�pj2ginie: 5:41.488.5307 Hosted b,4,Qeneral Code. The Ashland Municipal Code is current through Ordinance 3259, passed April 15,2025. Page 58 of 499 RESOLUTION NO. 202441 A RESOLUTION RELATING TO SOLID WASTF, Mtn NAGEMENTSE,RVICE RAFES AND REPF'ALING RESOLUTION NO. 2023-04 RECITALS: A. The Franchise Agreement for Solid Waste Management and Collection Services was adopted by the City Council as Ordinance No. 3090 in 2013 and the associated Administrative Operations Standards and Rules most recently adopted by Resolution No. 2014-23 (tile "Agreement"); 13. Section 5.3 Franchise Term of the Agreement provides: "A franchise to provide solid waste management and collection services shall be granted for a period often (10)years, beginning December 1, 2013 with subsequent seven year terms renewing annually, unless prior notice of request to terminate is submitted by either the City or the Franchisee a minimum of 90 days prior to the renewal date;" C. Neither the City nor Franchisee, Recology Ashland, has provided notice off request to terminate the Agreement by December 1,2023; D. The Agreement provides a,methodology for annual service rates and fees ad.justments for solid waste management and collection; and E. "file City concurs with the documentation provided by Recology Ashland (I"ranch isee) that the service rates modification provisions of Ordinance No. 3090 and Resolution No. 2014-23 mandate the approval of a service rate increase of 3.8% based oil the C011SUrner Price Index for All Urban Consumers, as determined by the U.S. Bureau of Labor Statistics. NOW,THE REFORE,'I'll E CITY COUNCH.,OF THE CITY OF ASHLAND, OREGON, RESOLVES AS FOLLOWS: S F`ICTION I. I laving not been terminated, the Franchise Agreement term continues as of December 1, 2023, and the Agreement is to remain in effect for an additional seven-year term to be renewed annually, unless prior notice of request to terminate is submitted by either the City or the Franchisee a minimum of 90 days prior to the renewal date. I SECTION2. Solid Waste Management Service rates and fees are hereby increased by 3.8%as detailed in the rate table attached hereto, as "Exhibit,A" and incorporated herein by this reference. SIB JON 2: Resolution No 2023-04 is hereby repealed in its entirety. SECTION 3. 'rhis Resolution, 2024-11, is effective June 4, 2024. 1 Adopted by the City Council this 4th day ofJune, 2024. Resolution No. 2024-H Page I of2 Page 59 of 499 ;liss7 c IJdzirasle , C:'ity Recorder ___ S � day of SIGNED f:) and APPROVED< Vfm;T this ._.... ... , 2024. y iraha��7...Mayo on ................ ' . a ' Reviewed as to .form: C,,ir l later �, a tit City�ttcarx�►cy Resolution No. 2024-11 Page 2 of'2 Page 60 of 499 Recology Ashland City of Ashland Rates Effective April 1,2024[CPI= 3.8%] Residential Rates April l,2024 32 Gallon Cart 24.90 Add'i 32 Gallon Trash Cart 28.38 32 Gallon Bear Cart $ 3136 64 Gallon Cart $ 51,98 64 Gallon Bear Cart $ 58.44 96 Gallon Cart $ 79.05 32 Gallon Trash On-Call per Setout $ 1132 96 Gallon Green Waste Cart $ 9,56 Additional Green Waste Cart $ 2.72 32 Gallon Recycle Only Cart $ 6 82 64 Gallon Recycle Only Cart $ 6.82 96 Gallon Recycle Only Cart $ 8.17 Recycling On-Call per Set0Ut 5.41 Additional Recycling Cart 2.72 Not on Service 1st Can $ 18.47 Additional No-Service Can $ 8.21 Extra-1 Can/Large Bag Each $ 8.21 Extra-1 Small Bag Each $ 4.10 Extra Service-Green,Waste Cart $ 6.00 Go-in Rates Off curb up to 40 Yards $ 8.17 40 yards to 1/2 mile $ 21,97 1/2 Mile to 1 Mile 43.92 Beyond I Mile 73,12 Page 61 of 499 Container Rates April l,2024 1 Yard 1 x Week $ 136,24 1 Yard 2 x Week $ 238.80 1 Yard 3 x Week $ 342.20 1 Yard 4 x Week $ 444.35 1 Yard 5 x Week $ 546.28 1 Yard 6 x Week $ 647,40 1.5 Yard 1 x Week $ 177.80 1.5 Yard 2 x Week $ 309.16 1.5 Yard 3 x Week $ 441.55 1.5 Yard 4 x Week $ 576A0 1.5 Yard 5 x Week $ 702.98 1.5 Yard 6 x Week $ 832.53 2 Yard 1 x Week $ 222.05 2 Yard 2 x Week $ 387.92 2 Yard 3 x Week $ 574.93 2 Yard 4 x Week $ 709.19 2 Yard 5 x Week $ 870.35 2 Yard 6 x Week $ 1,030.13 3 Yard I x Week $ 303.32 3 Yard 2 x Week $ 565.07 3 Yard 3 x Week $ 741.90 3 Yard 4 x Week $ 959,51 3 Yard 5 x Week $ 1,176.70 3 Yard 6 x Week $ 1,392.20 4 Yard I x Week $ 386.66 4 Yard 2 x Week $ 662.95 4 Yard 3 x Week $ 94135 4 Yard 4 x Week $ 1,216.61 4 Yard 5 x Week $ 1,491.33 4 Yard 6 x Week $ 1,763.95 5 Yard 1 x Week $ 472.60 5 Yard 2 x Week $ 808.70 5 Yard 3 x Week $ 1,147.42 5 Yard 4 x Week $ 1,482,20 5 Yard 5 x Week $ 1,816.31 5 Yard 6 x Week $ 2,147.80 6 Yard 1 x Week $ 561.80 6 Yard 2 x Week $ 960.12 6 Yard 3 x Week $ 1,36131 6 Yard 4 x Week $ 1,758,38 6 Yard 5 x Week $ 2,154.24_ 6 Yard 6 x Week $ 2,546.83 Extra Service I Yard Container $ 45,49 Extra Service 1.5 Yard Container $ 49.89 Extra Service 2 Yard Container $ 62.95 Extra Service 3 Yard Container $ 119.31 Extra Service 4 Yard Container $ 159.08 Extra Service 5 Yard Container $ 198.85 Extra Service 6 Yard Container $ 238.34 2-96 Gallon Carts Equal to 1 Yard Container $ 136.24 3-96 Gallon Carts Equal to 1.5 Yard Container $ 177.80 4-96 Gallon Carts Equal to 2 Yard Container $ 222.05 Page 62 of 499 Exhibit A Re,cology Ashland uty of Ashland Rates Effective April 1,2024[CM 3.806) Residential Rates April 1,2024 32 Gallon Cart 24® 1 Addl 32 Gahon Trash Cart 28.38 72 Gallon Bear Cart 3136 64 Gallon Cart 51.98 64 Gallon Bear Cart 58.44 96 Gallon Cart $ 23.11 32 aHon Trash On-Gall per Setout $ 1L32 96 Gallon Green Waste Cart $ 156 Additional Green Waste Cart $ 2.72 32 GaHon Recycle Only Cart 6.82 64 GaRon Recycle 04(Cart 6.82 6 iion Reffcle O±Cart 8.17 Recyth2j On-Call per Setout $ 5.41 AddMonal Remlins Cart $ 2.72 Not on Service 1st Can $ 18.47 Additional No-Service Can $ 811 Extra-1 Can/Lacge Bq Each $ 8.21 Extra-1 smaU Sq Each $ 4.10 Extra Service-Green Waste Cart $ &00 Go-In Rates off curb uE to 40 Yards 8.17 40)(ards to 1/2 mile 21.97 1/2 Mile to I Mile 43.92 6ey9nd I Mile 73.12 Page 63 of 499 Commercial Cart Rates April l,2024 32 Gallon 1 x Week $ 24.90 32 Gallon 2 x Week $ 51-98 32 Gallon 3 x Week 79.05 32 Gallon 4 x Week $ 106,16 32 Gallon 5 x Week $ 133.23 32 Gallon 6 x Week $ 160.30 64 Gallon 1 x Week $ 51.98 64 Gallon 2 x Week $ 106.16 64 Gallon 3 x Week $ 160.30 64 Gallon 4 x Week $ 214.45 64 Gallon 5 x Week $ 268.62 64 Gallon 6 x Week $ 32237 96 Gallon 1 x Week $ 79.05 96 Gallon 2 x Week $ 160.30 96 Gallon 3 x Week $ 241.53 96 Gallon 4 x Week $ 322.77 96 Gallon 5 x Week $ 404.00 96 Gallon 6 x Week $ 485,23 32 Galion Commerical Organics Cart $ 9.56 96 Gallon Green Waste Cart $ 9,56 32 Gallon Recycle Only Cart 1 x Week $ 6.82 32 Gallon Recycle Only Cart 2 x Week $ 1164 32 Gallon Recycle Only Cart 3 x Week $ 20.46 64 Gallon Recycle Only Cart I x Week $ 6.82 64 Gallon Recycle Only Cart 2 x Week 1164 64 Gallon Recycle Only Cart 3 x Week 20.46 96 Gallon Recycle Only Cart 1 x Week $ 8.17 96 Gallon Recycle Only Cart 2 x Week $ 16.37 96 Gallon Recycle Only Cart 3 x Week $ 24.55 Page 64 of 499 Container Rates April l,2024 1 Yard 1 x Week $ 136.24 1 Yard 2 x Week 238.80 1 Yard 3 x Week 342.20 1 Yard 4 x Week 444.35 1 Yard 5 x Week 546.28 1 Yard 6 x Week $ 647.40 LS Yard 1 x Week $ 177,80 1.5 Yard 2 x Week $ 309,16 1.5 Yard 3 x Week $ 441.55 1.5 Yard 4 x Week $ 576,10 1.5 Yard 5 x Week $ 702,98 1.5 Yard 6 x Week $ 83153 2 Yard I x Week $ 222.05 2 Yard 2 x Week $ 387.92 2 Yard 3 x Week $ 574.93 2 Yard 4 x Week $ 709.19 2 Yard 5 x Week $ 87035 2 Yard 6 x Week $ 1,030,13 3 Yard I x Week $ 303.32 3 Yard 2 x Week $ 565,07 3 Yard 3 x Week $ 74L90 3 Yard 4 x Week $ 959.51 3 Yard 5 x Week $ 1,176.70 3 Yard 6 x Week $ 1,392.20 4 Yard 1 x Week $ 386.66 4 Yard 2 x Week $ 662.95 4 Yard 3 x Week $ 941.35 4 Yard 4 x Week $ 1,216.61 4 Yard 5 x Week $ 1,491.33 4 Yard 6 x Week $ 1,763.95 5 Yard I x Week $ 472.60 5 Yard 2 x Week $ 808.70 5 Yard 3 x Week $ 1,147,42 5 Yard 4 x Week $ 1,482.20 5 Yard 5 x Week 1,81631 5 Yard 6 x Week 2,147.80 6 Yard I x:Week $ 561.80 6 Yard 2 x,Week $ 960,12 6 Yard 3 x Week 1,361.71 6 Yard 4 x Week 1,758,38 6 Yard 5 x Week $ 2,154.24 6 Yard 6 x Week $ 2,546.83 Extra Service I Yard Container $ 45A9 Extra Service 1.5 Yard Container $ 49,89 Extra Service 2 Yard Container $ 62.95 Extra Service 3 Yard Container $ 11931 Extra Service 4 Yard Container $ 159.08 Extra Service 5 Yard Container $ ..85 8 5 98 1!Extra Service 6 Yard Container $ 238.34 j8.34d 2-96 Gallon Carts Equal to I Yard Container $ 136.24 3-96 Gallon Carts Equal to 1.5 Yard Container $ 177.80 4-96 Gallon Carts Equal to 2 Yard Container 222.05 Page 65 of 499 Debris Box Rates April 1,2024 7 Yard per Load $ 224.12 10 Yard per Load $ 278.46 25 Yard per Load $ 466.72 40 Yard per Load $ 746.63 DB Haul Fee IOyd(non-trash)* $ 153.99 DB Haul Fee 25yd(non-trash)* $ 283.30 *fee may be reduced depending on value of commodity Daily Rent<1 Year $ 19A3 Monthly Rent IOyd box(>I year) $ 106.74 Monthly Rent 25yd box(>I year) DB Direct Flaul to landfill-haul fee only.Disposal-extra $ 308.29Compactor per Pickup Rates April l,2024 I Yard per Load $ 44,16 2 Yard per Load $ 88.29 3 Yard per Load $ 132A3 4 Yard per Load $ 176,57 8 Yard per Load $ 353.13 15 Yard per Load $ 52913 20 Yard per Load $ 653.90 25 Yard per Load $ 778.70 30 Yard per Load $ 903.53 ---------- Medical Waste Rates April l,2024 1 Gallon Medical Waste $ 31.37 2 Gallon Medical Waste $ 38.19 15 Gallon Medical Waste $ 40.92 34 Gallon Medical Waste 75,04 Fees&Other Charges April l,2024 Restart Fee(after suspend) $ 15.00 Cart re-delivery fee 20.00 Go Back Fee 20.00 Bulky Item pickup first two items each(plus disposal) $ 19.14 Bulky Item pickup greater than two items each(plus disp.) $ 9.56 Standing Time Fee per minute $ 108 Recycle Center Surcharge $ 1.60 Page 66 of 499 iluuiiulii�i 1�� "OVA SIM Z 1',"':",,0 Sabrina Cotta, City Manager City of Ashilanid 20 East Main Street Ashland, OR 97S20 March 19, 202S Dear Sabrina, We are formally submitting our request for a rate increase of S.7S%,to be applied equally across all rate structures. Our proposed rate sheet and accompanying financial statement and projections for 202E are enclosed with this letter.Though,we are not aligning with,CPI for this increase, we have still included a copy of the CPl-U (Pacific Cities,all Urban Consumers, December 2024)for reference. Thiis adjustment is based principally in response to a 6%increase in disposal at Dry Creek Landfill in, 2024 (with,an anticipated 4%increase in July this year), as well as some anticipated investments and modernizations we have made—and are looking to make—across our own operations. Please note the increase has an effective date of July 1, 202S. Thiis differs from our usual April 1 effective date for CPI increases since we want to take the opportun,ity to host councilors at the Valley View Transfer Station later this month and present to Council on April 14. Thiis adjustment amounts to an, increase of$1.43 per month for the typical residential customer. The following haven't been adjusted and remain the same, consistent with, prior years: Restart Fee,Cart re- delivery fee, Go Back fee and Recycle Center Surcharge Please let me know if you have any questions,and we look forward to meeting with councilors. Sincerely, c-, Robert Long Assistant General Manager /1520 0)-), 1 54 1 '1 11""'s] rf c''wrj A'I 1 d Page 67 of 499 r nal,11111111111ilial, C o u n c*11 B 1 s I n e s s Dane: ,June 3, 2'925 g>endla Intern Contingency Draw for Fire Department DepairtMent, Fire and Safety lMarshall Rasor, Deputy Chief-Operations, Marjane Berry, Finance Director TIME ESTIMATE 5 minutes CATEGORY Ordinance/Resolution -a motion is needed to adopt the ORD. or RESO. SUMMARY The Ashland Fire& Rescue Department requests contingency funds to cover its budgetary needs for Fiscal Year 2025. POLICIES, PLANTS & GOALS SUPPORTED Vision Statements for Succes,s Organization Excellence M governance and city services Public safety, including emergency preparedness for climate change risk BACKGROUND AND ADDITIONAL INFORMATION Summary Staff is presenting a request to draw from the General Fund"'s contingency funds to cover budgetary needs for the Fire Department. The two primary reasons for this are: « An increase in personnel costs due to overtime, which has been higher than normal since the inception of Paid l Leave Oregon in 2023. « A critical and immediate need for Fire Station Alerting System Replacement Personnel costs As discussed in previous study sessions and financial updates, Paid Leave Oregon, the state program created to provide eligible employees up to 12 weeks of paid leave during the year in addition to all the City's leave benefits, has resulted in AFR°s overtime. AFR's mandated minimum staffing and Paid l Leave Oregon has created a situation that has pushed overtime over budget by approximately $498K to-date. A draw from Contingency of $550K is requested to cover Overtime overages for the remainder of the year. Fire Station Alerting System Replacement: Please see attached memo. A draw of$150,000 is being requested. Due to the BN 25-27 budget process, the Contingency line was reduced to estimate the General Fund carry forward with this draw in mind. As such,there is sufficient funds from General Fund l Contingency for this request. Staff requests a total draw of$700,999 from Contingency to the Fire Department's budget to cover the above requirements and ensure budgetary compliance. FISCAL IMPACTS ................................................................................................................................................................................................................................................................................................................................................................................... Page 1 of 2 1111G11G/%G/i�- I Page 68 of 499 V nal,11111111111ilial, C o u n c*11 B u s I n e s s M c c t I n g Budgetary transfer from the Contingency line in the General Fuindl to the Ere Department's budget. SUGGESTED ACTIONS, MOTIONS, AND/OR OPT'IONNS II move to approve Resolution#2025-16 that will transfer$,700,000 from the General Fuind's Contingency line to the Fire Department's budget. REFERENCES &ATTACHMENTS 1. Resolution 2025-16 Approving Budget Transfer- Fire Contingency 2. Back-up: Overtime Report 3. Back-up: FSA Contingency Fund Request .................................................................................................................................................................................................................................................................................................................................................................................. Page 2 of ,71timl;1i", Page 69 of 499 RESOLUTION NO. 2025-16 A RESOLUTION APPROVING BUDGET APPROPRIATION ADJUSTMENTS FOR THE 2023-2025 BIENNIAL BUDGET PERIOD BEGINNING JULY 1,2023. RIECITALS:� A. The City of Ashland 2023-25 Blemilum Budget was adopted on June 6,2023,for the period of July 1, 2023, through June 30, 2025. THE CITY OF ASHLAND HEREBY RESOLVES AS FOLLOWS.� SECTION 1. 1. The following proposed budget adjustments are authorized by ORS 294.463(1) and ORS 294.463(2) to transfer Contingency to appropriation categories or programs withing the same fund. Proposed budget transfers of Contingency are less than 15% of total appropriations within the fund, so a supplemental budget is not necessary. Increase Appropriiatiion Decrease Appropriation, General Fund Fiire and Rescue Department 700,000 Contingency 700,000 700,000 700,000 General Fund: Reduce Contingency and increase expenditures appropriations by $700,000 for the Fire and Rescue Department due to an 'increase in personnel costs due to overtime and a need to replace the Fire Station Alerting System. SECTION 2. This resolution is effective upon adoption. Alissa Kolodzinski, City Recorder SIGNED and APPROVED this 3rd day of June 2025. Tonya Graham, Mayor Reviewed as to form: Johan Pietila, City Attorney Resolution No.20�25-16 Page I of I Page 70 of 499 csa a r a� mur�i Ch 0 0 ppml�p�s�`� J r\V eN-I CL n 00 Uory�... crn u� C7 r4 ir, r rw r '<s r a 0 CD r 0 a 4 9 C? jrn Ln 00 00 L L, 00 L M a W IY € E' E o r r ul W ilk 4Y QJ M 0 0 0 mr H L as W uii H u � � ,pLn .0 y „ III III Ih 4 w � fly rl Ln W � �„ ,� � � w IIIw IV1VI IVl ..a W Ip �+ ; csa ry mai r14 r4 06 6 try. un P, 00 00 r'4 rn Lr) Ln �Ln 00 rn P� P, N O 1 ll It '00 0 00 00 co I Ln a) cri 0) C� C) ID aD '4 U—) 0 0 0 0 0 ILI iL 40- 00 00 00 -M E E-5 00 r-I Ln Ict V) rn P, � ir, (D 4- 0 LM lair co r%l r4 r4 I p rM r1i luj w LL Ci C� LA LA LM �ui 0 C� 0 z cu (Y) rn m to C7 0 LU CL w LU (v CL E E X ca LU Qj L. wL- > H L M LL UJ a ;1W iw U� , I, u rd w -E Id— IP r_ 0 m 0 w rn rn 0 0 r-I r-f Ln LA C14 C> ui LA Ln 00 0 > C> eke n. a, P, w i Memo To: Mariane Berry-Finance Director From:. Marshall Rasor— Interim Fire Chief Date: May 21, 2025 Subject: Request for Contingency Funds—Fire Station Alerting System Upgrade (Stations l & ?), $150,000 Ashland Fire & Rescue is requesting contingency funds to support the purchase and. installation of new Fire Station Alerting(FSA) systems at Stations l and 2. This upgrade is essential and time-sensitive due to multiple operational and technological challenges with the current alerting infrastructure. Key Issues: 1. End-of-Life Equipment The current FSA system is over 10 years old and no longer supported by the manufacturer. Replacement parts and software support are unavailable, significantly increasing the risk of system failure. 2. Aging Server Infrastructure The server currently operating the FSA system is over six years old and lacks redundancy features. A failure would result in a complete loss of alerting functionality, disrupting emergency response operations. 3. Impending Software Obsolescence The system runs on Windows Server 2016, which reaches end-of-life in October 2025. Continued use beyond that date will expose the system to security vulnerabilities and a lack of technical support. 4. Incompatibility with the Regional Radio System The existing system is not compatible with the region new radio infrastructure, impairing communication and timely alerting—ultimately affecting firefighter response tines. 5. Risk of Total System Failure A failure of the server would leave the current system completely inoperable until a new system is installed. As directed by Fire Users, ECSO has adopted the US Digital Designs (USDD) FSA platform as the regional standard. While ECSO provides centralized technical service support—funded annually by Ashland Fire & Rescue the costs associated. SMLAN©FIRE&RESCUE 455 Swskr arm Blvd Tee 541 482 2/70 itn„rurahcall.rosou ll,aij ash.lrandor.u�s, Ashland,Oregon 97520 Fax 541.488.63M c�shllalldw,,u TTY: 800.735.2900 ll//lllll�llUfl�l/��t Page 73 of 499 w i Memo with purchasing and installing station-specific hardware(e.g., speakers, lights, control panels) remain the responsibility of each agency. Given the critical nature of this system for public safety,the department seeps contingency funding to complete this infrastructure upgrade and ensure continuity of emergency alerting capabilities. Requested Action: Approval of contingency funding for implementation of the USDD FSA system at Fire Stations I and 2. SMLAN©FIRE&RESCUE 455 Swskr OUBlvd Tee 541482.2/70 marsh allr sore.'ashlandor.us Ashland,Oregon 97520 Fax 541.488.63M TTY: 800.735.2900 �Ut�tUf��lf Page 74 of 499 r nal,11111111111ilial, C o u n c*11 B 1 s I n e s s Date: ,June 8, 2'025 Agenda'lteim Water Rate Resolution-Approval of 2025-2'027 Biennium Water Rates 04paitmen,f, Public Works r Scott.Fleury, Director TIME ESTIMATE 5 minutes CATEGORY Action Needed -Motion to approve an action SUMMARY The City Council is being asked to approve the authorizing resolution#2025-12 for water rate increases for the 2025-2'tl2'7 budget biennium. The water rate structure was formally detailed in the 2025 Water Cost of Service Sturdy approved by Council at the May 20, 2025 Business Meeting. The update accounts for the projected debt required to construct the new Water Treatment Plant using the Environmental Protection Agency(EPA,)Water Innovation and Infrastructure Financing Act(WIFIA,)funding mechanism. The update also incorporates other capital projects adopted by the City Council along with the necessary overhead for people, materials and service components of the water fund in total (Supply, Treatment, Distribution& Conservation). POLICIES PLANTS & GOALS SUPPORTED VISION STATEMENTS for Success: • Ashland is a resilient, sustainable community that maintains the distinctive quality of place for which it is known • We will continue to be a unique and caring city that stresses environmental conservation, fosters artistic expression, and is opera to new ideas and innovation • We will plan and direct our efforts to fulfill this Vision for the long term with a constant view toward being an opera„ welcoming community for all with a positive economic future VALUE STATEMENTS for Success that Support the Vision: COMMUNITY • Environmental resilience, including addressing climate change and ecosystem conservation ORGANIZATION • Quality infrastructure and facilities through timely maintenance and community investment. BACKGROUND AND ADDITIONAL INFORMATION PREVIOUS COUNCIL ACTION The City Council previously received presentation on the Water Cost of Service Study at the December 2nd 2024 Study Session, March 18th, 2025 Study Session and the May lath, 202',5 Business Meeting. The Cost of Service Sturdy outlined the necessary rate structure to appropriately fund water system needs. BACKGROUND AND ADDITIONAL INFORMATION As outlined in the Cost of Service Study,Water rates are developed to account for the cost of providing water to ................................................................................................................................................................................................................................................................................................................................................................................... Page 1 of 3 1111G11G/%G/i�- I Page 75 of 499 �� l�� 7�/�,° ° �� c8� 0��I��e s s ��t�n g customers and are based on the cost of; operafing and maMtaining the water system; prov6ng customer service; constructing and mepUaoing water toci|ftiee; complying with regulatory standards; and paying debt eer0ce. Water rates developed ae part of the new Cost of Service etuidy pmov�de for sufficient funding to meet the personnel, opemetiono|, capital and policy limits for the water uU|fty in the short term. A1 the May 2Otm. 2025BueineeaMeefingtheCityCounoiUaathohzedmovingfonwardwith alltemmafive3Aofthe updated rate anallysis as the basis for the Cost of Service/Rate Study. Staff has developed a single Legal Department approved resolution that establishes rates for fiscal year 2028 (July 1. 2025-June3O. 2028)and fiscal year 2027 (Jully 1, 2026-June 30, 2027). The customer charge, meter charge and commodity charges in Exhibit A& B of the resolution aNgn with aUtemmcdive 3A. The Talent Irrigaflon District (TID) Fee increase alligns,with prev�ous inflaflonary projecflons recommended by HanahzrdEconom�cConsulting. Aea reminder staff has allways,recommended updabng the rate analys�s as part of the Nennial budget process and make adjustments as necessary considering actual expenditures and revenues during the Uennium time period along with projected expenses proposed within the future biennium's budget. FISCAL IMPACTS The 2025-2027 Biennial Budget was developed wfth the proposed rate increases outlined in the Cost of Serv�ce Stuidy (13.5% net revenuie increase). The proposed rate increases are fied to the needed revenues that offset projected expenditures (people, materials/services, capital), cover debt service requiirements and water fund po|icynaqu�rementa. Shoulld the CouncH not approve the rate increases, offsetting reductions in expen�ituires must bemade. F�gure1 below shows the project residential bN| impact through fiscal year 2�D3DutiUizing the 3A alternative option recommended by the CftyCouncil. Pigiure1: Projected Residential Bi�UU Res�ldleritlaU Bj|U@1 700 CF/Mont1h $lCci 592.54 �90 �00 $71~06 $70 $62'36 $60 $50 �40 $10 �20 �10 10_ FY2G F927 FY29 IFY29 FY30 | Page 2cfs FAA iriffoll;1i", Page 76of4gQ F nal,11111111111ilial, C o u n c*11 B u s I n e s s M c c t I n g SUGGESTED ACT'IONNS, MOTIONS, AND/OR OPT'IONNS II move to approve resolution number 2025-12, A resolution revising rates for water service pursuant to Ashland Municipal Code section 14.04.030 and repeal resolution 2019-10. II move to amend resolution 2025-12 (insert amendment) and repeal resolution 2019-10. REFERENCES &ATTACHMENTS 1. Water Rate Resolution 2025-12 2. 2019-10 Revising Rates for Water Service .................................................................................................................................................................................................................................................................................................................................................................................. Page 3 of Page 77 of 499 RESOLUTION NO. 2025-12 A RESOLUTION REVISING RATES FOR WATER SERVICE PURSUANT TO ASHLAND MUNICIPAL CODE SECTION 14.04.030 AND REPEALING RESOLUTION 2019-10. THE CITY OF ASH AND HEREBY RESOLVES AS FOLLOWS: SECTION 1. The "Water Rate Schedule" marked as "Exhibit A" for July 1, 2025 thru June 30, 2026 and"Exhibit B" for July 1, 2026 thlu June 30, 2027 attached to this Resolution, shall be effective for actual or estimated consuiription on or after July 1, 2025. Prorated calculations are permitted for any bills prepared for a partial month or billing period that overlaps the effective date of this Resolution. Miscellaneous Charges and Connection Fees established by previous resolutions remain in effect until revised by separate Council Action. SECTION 2. Copies of this resolution shall be maintained in the Office of the City Recorder. SECTION 3. Classification of the fee. The fees specified in Section 1 and Section 2 of this resolution are classified as not subject to the limits of Section I lb of Article XI of the Oregon Constitution(Ballot Measure 5). SECTION 4. Resolution 2019-10 is repealed on the effective date of this resolution. This resolution was duly PASSED and ADOPTED this day of 2025, and takes effect upon signing by the Mayor. Alissa Kolodzinski, City Recorder SIGNED and APPROVED this day of 2025. Tonya Graham, Mayor Resolution No.2025-12 Pagel of Page 78 of 499 Reviewed as to form: Johan Pletila, City Attorney Resolution No.2025-12 Page 2 of 2 Page 79 of 499 City of Ashland, Oregon CITY OF EXHIIBIT A-'VWAT'ER RATE SCHEDULE-July 1,2025-June 30, 2026 -S H LA N D All water service provided by the City of Ashland)shall be in accordance with Chapter 14.04 of the Ashland Municipall Code. Billing: The minimum monthly charge shall)be the sum of the Customer Gharge; Meter Charge; plus Quantity Charge, if applicable;and Miscellaneous Charges, if appllicable. Billing shall occuir monthly with charges due and payable upon receipt. Customer Charge: A singlle customer charge is applied to each water accouint regardless of the number of metered water services. Customer Charge,per account I .Duly 2019 July 2025 Per monithl$ 13.33 $ 1I6.50 Meter Charge: The meter charge applies to all metered water services and does not include any water consumption. Meter Charge,per meter July 2019 July 2025 0.751"and Fire Guard meters $ 15.62 $ 15.95 1" meter $ 16.29 $ 18.63 1.51" meter $ 74.52 $ 71.50 2" meter $ 118.41 $ 11113.73 3" meter $ 237.45 $ 225.87 4" meter $ 376.59 $ 360.81 6" meter $ 741I.01I $ 711.65 8" meter $ 15174.75 $ 1,129.78 Quantity Charge: All customers will be charged the following rates per cubic foot of water used. Residential,,per dwelling unit July 2019 .Duly 2025 November-April 0-500 cf per cycle $ 0.0280 $ 0.0285 501 to 1,000 cf per cycle $ 0.0348 $ 0.0385 1,001 to 2,500 cf per cycle $ 0.0472 $ 0.0560 Over 2,500 cf per cycle $ 0.0609 $ 0.0860 Residential,,per dwelling unit May-October 0-500 cf per cycle $ 0.0280 $ 0.0285 501 to 1,000 cf per cycle $ 0.0348 $ 0.0385 1,001 to 2,500 cf per cycle $ 0.0472 $ 0.0560 2,501 to 3,600 cf per cycle $ 0.0609 $ 0.0860 Over 3,600 cf per cycle $ 0.0784 $ 0.1I365 Residential Irrigation November-April) July 2019 .Duly 2025 0-1000 cf per cycle $ 0.0348 $ 0.0385 1,001-2500 cf per cycle $ 0.0472 $ 0.0560 over 2,500 cf per cycle $ 0.0609 $ 0.0860 Residential Irrigation May-October 0 to 1,000 cf per cycle $ 0.0348 $ 0.0385 1,001 to 2,500 cf per cycle $ 0.0472 $ 0.0560 2,501 to 3,600 cf per cycle $ 0.0609 $ 0.0860 Over 3,600 cf per cycle $ 0.0784 $ 0.1I365 Page 80 of 499 City ofAshland, Oregon CITY OF WATER RATE SCHEDULE July 1,2025-June 30,2026 -ASH LAND Commercial,less than 2"metes July 2019 July 2025 0-2,500 cf per cycle $ 0.0348 $ 0.0385 > 2,500 cf per cycle $ 0.0472 $ 0.0560 Commercial,2"''1 or larger meter 0-115,000 cf per cycle $ 0.0348 $ 0.0385 a 15,000 cf per cyclel $ 0.0472 1 $ 0.0560 Institutional(governmental and municipal) I July 2019 1 July 2025 Per cubic fbotj $ 0.0334 1 $ 0.0412 Commercial and Institutional lIrrigation July 2019 July 2025 November to April $ 0.0376 $ 0.0356 May to October $ 0.05110 $ 0.0597 Miscellaneous Charges: T'ID Irrigation: TID,unmetered service July 2019 July 2025 Per season, per acre or portion of acre $ 2411.118 $ 284.16 TID,metered service Meter Replacement Charge,by meter size 0.75"meter $ 1.34 $ 1.37 1" meter $ 2.01 $ 2.26 1.51" meter $ 3.17 $ 3.04 2" meter 4.27 $ 4.09 3" meter 9.15 $ 8.68 4''' meter $ 19.88 $ 119.01 6" meter $ 27.57' $ 26.43 8" meter $ 33.25 $ 311.93 Quantity Charge $ 0.0025 $ 0.0030 'Meter replacement charge is assessed each month, regardless of consumption. Fire Protection Service: Fire Protection Service July 2019 July 2025 Customer Charge, if applicable $ 13.33 $ 16.50 Meter Replacement Charge $1 1.34 $ 1.37 Meter Charge $ 15.62 $ 15.95 Quantity Charge $ 0.0384 $ 0.0385 Unimetered Fire Protection Service $ 15.62 1 15.95 Bulk Water: For water provided on a temporary basis through a bulk meter on a fire hydrant,the following charges applly: Bulk Water July 2019 July 2025 Deposit* $ 25111.60 2,494.50 Basic Fee $ 266.62 $ 314.96 Quantity Charge $ 0.0384 $ 0.0389 *Deposit is refundable Bess basic fee, quantity charge, and any damage to the city meter, valve, wrench, andlor hydrant. Outside City Limits: All rates and charges for water service provided outside the city limits will be 11.5 times the rates for water service provided within the city limits. Council June 2025 VWA EXHIBLT'A Page 81 of 499 City of Ashland, Oregon CITY OF EXHIIBIT B-'VWAT'ER RATE SCHEDULE-July 1,2026-June 30, 2027 -S H LA N D All water service provided by the City of Ashland)shall be in accordance with Chapter 14.04 of the Ashland Municipall Code. Billing: The minimum monthly charge shall)be the sum of the Customer Gharge; Meter Charge; plus Quantity Charge, if applicable;and Miscellaneous Charges, if appllicable. Billing shall occuir monthly with charges due and payable upon receipt. Customer Charge: A singlle customer charge is applied to each water accouint regardless of the number of metered water services. Customer Charge,per account 1 .Duly 2025 July 2026 Per monithl$ 16.50 $ 119.25 Meter Charge: The meter charge applies to all metered water services and does not include any water consumption. Meter Charge,per meter July 2025 July 202+6 0.751"and Fire Guard meters $ 15.95 $ 18.15 1" meter $ 18.63 $ 23.448 1.51" meter $ 71.50 $ 76.13 2" meter $ 113.73 $ 1121.25 3" meter $ 225.87 $ 238.15 41" meter $ 360.81I $ 383.58 6" meter $ 7111.65 $ 758.60 8" meter $ 15129.78 $ 1,206.1I9 Quantity Charge: All customers will be charged the following rates per cubic foot of water used. Residential,,per dwelling unit July 2025 .Duly 2026 November-April 0-500 cf per cycle $ 0.0285 $ 0.0324 501 to 1,000 cf per cycle $ 0.0385 $ 0.0438 1,001 to 2,500 cf per cycle $ 0.0560 $ 0.0637 Over 2,500 cf per cycle $ 0.0860 $ 0.0979 Residential,,per dwelling unit May-October 0-300 cf per cycle $ 0.0285 $ 0.0324 301 to 1,000 cf per cycle $ 0.0385 $ 0.0438 1,001 to 2,500 cf per cycle $ 0.0560 $ 0.0637 2,501 to 3,600 cf per cycle $ 0.0860 $ 0.0979 Over 3,600 cf per cycle $ 0.1365 $ 0.1I553 Residential Irrigation November-April) July 2025 .Duly 2026 0-1000 cf per cycle $ 0.0385 $ 0.0438 1,001-2500 cf per cycle $ 0.0560 $ 0.0637 over 2,500 cf per cycle $ 0.0860 $ 0.0979 Residential Irrigation May-October 0 to 1,000 cf per cycle $ 0.0385 $ 0.0438 1,001 to 2,500 cf per cycle $ 0.0560 $ 0.0637 2,501 to 3,600 cf per cycle $ 0.0860 $ 0.0979 Over 3,600 cf per cycle $ 0.1365 $ 0.1I553 Page 82 of 499 City ofAshland, Oregon CITY OF WATER RATE SCHEDULE July 1,2026-June 30,2027 -ASH LAND Commercial,less than 2"metes July 2025 July 202+6 0-2,500 cf per cycle $ 0.0385 $ 0.0438 > 2,500 cf per cycle $ 0.0560 $ 0.0637 Commercial,2"''1 or larger meter 0-115,000 cf per cycle $ 0.0385 $ 0.0438 a 15,000 cf per cyclel $ 0.0560 1 $ 0.0637 Institutional(governmental and municipal) I July 2025 1 July 202+6 Per cubic fbotj $ 0.04112 1 $ 0.0469 Commercial and Institutional lIrrigation July 2025 July 202+6 November to April $ 0.0356 $ 0.0405 May to October $ 0.0597 $ 0.0679 Miscellaneous Charges: T'ID Irrigation: TID,unmetered service July 2025 July 202+6 Per season, per acre or portion of acre $ 284.116 $ 293.82 TID,metered service Meter Replacement Charge,by meter size 0.75"meter $ 1.37 $ 11.53 1" meter $ 2.26 $ 2.72 1.51" meter $ 3.04 $ 3.22 2" meter 4.09 $ 4.33 3" meter 8.68 $ 9.10 4''' meter $ 19.011 $ 20.09 6" meter $ 26.43 $ 28.00 8" meter $ 31.93 $ 33.87 Quantity Charge $ 0.0030 $ 0.00311 'Meter replacement charge is assessed each month, regardless of consumption. Fire Protection Service: Fire Protection Service July 2025 July 202+6 Customer Charge, if applicable $ 16.50 $ 19.25 Meter Replacement Charge $1 1.37 $ 1.53 Meter Charge $ 15.95 $ 18.10 Quantity Charge $ 0.0385 $ 0.0438 Unimetered Fire Protection Service $ 15.95 1 19.25 Bulk Water: For water provided on a temporary basis through a bulk meter on a fire hydrant,the following charges applly: Bulk Water July 2025 July 202+6 Deposit* $ 25494.50 2,494.50 Basic Fee $ 314.96 $ 314.96 Quantity Charge $ 0.0389 $ 0.0389 *Deposit is refundable Bess basic fee, quantity charge, and any damage to the city meter, valve, wrench, andlor hydrant. Outside City Limits: All rates and charges for water service provided outside the city limits will be 11.5 times the rates for water service provided within the city limits. Council June 2025 VWill EXHIBIT'B Page 83 of 499 RESOLUTION NO. 2019-10 A RESOLUTION REVISING RATES FOR WATER SERVICE PURSUANT TO ASHLAND MUNICIPAL CODE SECTION 14.04.030 AND REPEALING RESOLUTION' 2018-12. ITIF" CITY OF ASI ILAND RE"SOLVES AS FOLLOWS: SEX"I"JON 1. The "Water Rate Schedule" marked as"Exhibit A"and attached to this Resolution, shall be effective for actual or estimated consumption on or after July 1, 2019. Prorated calculations are pennitted f*()r any bills prepared for a partial as or billing period that overlaps the efla,ctive date of this Resolution. Miscellaneous Charges and Connection Fees established by previous resolutions remain in effect until revised by separate Council Action. SECTION 2. Copies of this resolution shall be maintained in the Office of the City Recorder, SECTION 3. Classification ofthe fee. The fees specified in Section I and Section 2 of this resolution are classified as not subject to the limits of'Section 11 b of Article XI of`the Oregou Constitution (Ballot Measnre 5). SFIk!"FlON 4. Resolution 2018-12 is repealed. This resolution was duly PASS ) and AD01"1"ED this O' day of Yune, 2019, and the effective date is July 1, 2019, upon signing by the Mayor. Melissa I IL1,11tala, City Recorder SIGNED and APPROVED this 5th (lay of'June, 2019. i�h �b-e--rg, Mayor S, Reviewed as to fionn: -ne y D,vial Lohman, City Attot Page I oH Page 84 of 499 City of Ashland, Oregon CITY or WATER RATE SCHEDULE -ASH LAND All water service provided by the City of Ashiand shall be in accordance with Chapter 14-04 of the Ashland Municipal Code. Billing: The minimum monthly charge shall be the sum of the Customer Charge;Meter Charge; plus Quantity Charge, if applicable;and Miscellaneous Charges,if applicable. Billing shall occur monthly with charges due and payable upon receipt. Customer Charge: A single customer charge is applied to each water account regardless of the number of metered water services. F-Customer Char ge,per account July 2018 July 2019 Per month 12.821 $ 1323 Meter Charge: The meter charge applies to all metered water services and does not include any water consumption. Metei,ChaMe,per meter -, Jul 2018 July 201 0.75"and Fire Guard meters $ 16.02 $ 16.62 1"motor $ 15.66 $ 16.29 11.5"meter $ 71-66 $ 74.62 211 meter $ 113.86 $ 118.41 3"meter $ 228.32 $ 237.46 40 meter $ 367-11 $ 376.59 6"meter $ 712.51 $ 741.01 8"meter $ 1,12957 $ 1,174.75 Quantity Charge: All customers will be charged the following rates per cubic foot of water used. Residential,per dwelling unit July 2018 July 2019 October-May 0-300 cf per cycle $ 0.0289 $ 0.0280 301 to 1,000 of per VcIe $ 0.0335 $ 0.0348 1,001 to 2,600 of per Sycle $ 0.0454 $ 0.0472 Over 2,600 d per cycle $ 0.0586 $ 0.0609 Residential,per dwelling unit June-September 0-300 cf per E)Lcle $ 0.0269 $ 0.0280 301 to 1,000 of per cycle $ 0.0335 $ 0.0348 1,001 to 2,600 cf er cle $ 0.0454 $ 0.0472 2,601 to 3,600 cf P r cycle $ 0.0606 $ 0.0609 Over 3,600 cf per MLcle $ 0.0754 0.0784 Residential Irrigation July 2018 July 2019 October w May 0-1000 of per cycle $ 0.0335 $ 0.0348 1,001-2500 cf per cycle $ 0.0464 $ 0.0472 over 2,600 of per Mle $ 0.0686 $ 0.0609 Residential Irrigation June-September 0 to 1,000 of per cycle $ 0.0335 $ 0.0348 1,001 to 2,500 cf per cy le $ 0.0454 $ 0.0472 2,501 to 3,600 cf per cycle $ 0.0686 $ 0.0609 Over 3 600,d per cycle $ 0.0764 $ 0.0784 Page 85 of 499 City of Ashland, Oregon CITY OF WATER RATE SCHEDULE -.SiH LAN D Commercial less than 2"meter July 2018 July 2019 0.2,500 of per cycle $ 0.0336 $ 0.0348 > 2,600 cf per cycle $ 0.0464 $ 0.0472 Commerciali 2"or4ar er meter 0-15,000 of per cycle $ 0.0336 $ 0.0348 > 15 000 cl' r c cle $ 0.0464 $ 0.0472 InstiWtionat(governmental and munict al __ July 2018 Jul '2019 Per cubic footl $ 0.0321 1 $ 0.0334 Commercial and Institutional Irrigation . July 2018 July 2019 October to Ma $ 0.0362 $ 0.0376 June to September $ 0.0490 $ 0.0610 Miscellaneous Charges: TID Irrigation: TID,unmetered service July 2018 July 2019 Per season,per acre or portion of acne $ 211.81 $ 241.18 TID,metered service Meter Replacement Charge*, meter size 0.76"meter $ 1.29 $ 1.34 1"meter $ 1.93 $ 2.01 1.5"meter $ 3.06 $ 3.17 2"meter $ 4.11 $ 4.27 3"meter $ 8.80 9.15 4"meter $ 19.12 $ 19.88 6"meter $ 26.51 27.57 8"meter $ 31.97 $ 33.25 Quanta Char e $ 0.00241 $ 0.0026 `Meter replacement charge is assessed each month,regardless of consumption. Fire Protection Service: Fire Protection Service Jut 2018 July 2019, Customer Charge,If applicable $ 12.82 $ 13.33 Meter Replacement Charge $ 1.29 $ 1.34 Meter Cha e $ 15.02 $ 15.62 Quantity Charge $ 0.0369 $ 0.0384 Unmetered Fire Protection Service $ 16.02 $ 16.62 Bulk Water: W For water provided on a temporary basis through a bulk meter on a fire hydrant,the following charges apply: -'Bulk Water 'Jul' 2018, Jul ,2019 Deposit* $ 2,030.38 $ 2,111.60 Basic Fee $ 256.37 $ 266.62 Quantity Charge $ 0.0369 $ 0.0384 *Deposit is refundable less basic fee,quantity charge, and any damage to the city meter, valve, wrench,andlor hydrant. Outside City Limits: All rates and charges forwater service provided outside the city limits will be 1.5 times the rates forwater service provided within the city limits. Coundl June 2019 WKr11 EXHIBIT A Page 86 of 499 r nal,11111111111ilial, C o u n c*11 B l s I n e s s Date: ,June 3, 2'025 gefiidlu Ilteirru Approval of Goods& Services Contract—Water Quality Temperature Trading Program Partnership (2025-2031); Phase 3A Stewardship & Monitoring Depaitrhaint Public Works From' Scott.Fleury, Director TIME ESTIMATE 5 minutes CATEGORY Action deeded -Motion to approve an action SUMMARY The City Council is being asked to approve a new goods and services contract with The Freshwater Trust(TFT) for the third) phase of the City's Departeent of Environmental Quality(DEQ)Water Quality Trading Program. The overall program ensures temperature compliance under the National Pollution Discharge Elimination System Permit (NPDES)for City's wastewater effluent that ouitfalls into Bear Creek. The phase 3A contract for the Water Quality Temperature Trading Program Partnership (2025-31), will complete six(6)years of stewardship and monitoring of all the riparian restoration sites dleveloped and credited) in phase 2. The stewardship and monitoring program is consistent with the DEQ accepted water quality trading plan, reference attachment 2. POLICIES PLANTS & GOALS SUPPORTED VISION STATEMENTS for Success: • Ashland is a resilient, sustainable community that maintains the distinctive quality of place for which it is known • We will continue to be a unique and caring city that stresses environmental conservation, fosters artistic expression, and is open to new ideas and innovation • 1✓t'''e will plan and direct our efforts to fulfill this Vision for the long term with a constant view toward being an open„ welcoming community for all with a positive economic future VALUE STATEMENTS for Success that Support the Vision: COMMUNITY • Environmental resilience, including addressing climate change and ecosystem conservation ORGANIZATION • Quality infrastructure and facilities through timely maintenance and community investment. BACKGROUND AND ADDITIONAL INFORMATION PREVIOUS COUNCIL ACTION At the September 4, 2618 business meeting the City Council approved a personal services contract with The Freshwater Truest for phase 1 professional services to develop and begin implementation of a water quality trading program. At the,July 19, 2019 business meeting the City Council approved a goods and services contract for phase 2', implementation over six (6)years of Water Quality Trading projects to generate credits for wastewater effluent. ................................................................................................................................................................................................................................................................................................................................................................................... Page 1 of 3 1111G11G/%G/i�- I Page 87 of 499 �� l�� 7�/�,° ° �� c8� 0��I��e s s ��t�n g temperature compliance. BACKGROUND AND ADDITIONAL INFORMATION As outlined in theCity'a N�ationa| Po|Uution Discharge EUirnination System Permit(NPOES) and Water Quality Trading Plan for the Wastewater Treatment Plant effluent,the City was required to deve|op, implement and monitor water quaRy trading (shading) projects to offset wastewater effluent temperatures in the watershed surrounding the outfaU. To date the City has completed phase 1, deveUopmmentof the water quality trading plan and associated shading project costs to meet credit obHgations and phase 2, implIementation of thermal credit projects along with monitoring and verification. In order to maintain N�PDES permit compliance and foU|ovvthe monitoring and stewardship requirements outlined in the water quality trading pUan a phase 3A scope and contract are before the Council for approval. The scope of work is for the first six years of Phase 3 of the program for continued stewardship, monitoring, and reporting necessary to ensure the ongoing validity of the Thermal Credits and maintain compliance with the City's temperature obligations in its NPDES Permit. Under this Scope of Work (Phase 3A), TIFT will continue to serve as the Credit Program Manager(CPM),taking all actions necessary to continue stewarding the projects and maintain the resulting Thermal Credits. Water Quality Trad�ing Plan A water quality trading plan must inclIucle a do and include for the folIlowing: w Provide for monitoring and stewardship for the 20'yeorcmedit life w Proposed methods and frequency of how water quality benefibagenerated bya trading project will be monitored." In addition, an entity that engages in trading must submit an annual report that includes a1II of the elements described in OAR 34D-Q3A-0D17(3). w The monitoring schedule should be consistent with the Willamette Partnership's February 2016 riparian addenclum to its General Crediting Protocol. Consistent with that protocol, a specific combination of the following three types of monitoring approaches will be applied throughout the life of each riparian restoration project to ensure that the project continues to function as expected as it relates to the performance metrics identified in the document. 1)Quantitative mon�toring: project developer implements vegetation monitoring protocol by sampling random pUoteonsite; implements repeat photo monitoring at full set ofmn-the-gnound camera points; reports on full suite of performance standards. 2)Qualitative monitoring: on-site, nspid, but standardized, qualitative review ofsite condition and progress toward performance metrics accompanied by subset of repeat photos from on-the-ground camera points used in quantitative years. The same set ofcamera points wiU| be repeated in all qualitative monitoring years. 3) Remote mon�toring: remote sensing information to provide visual evidence that site still exists; e.g., a current year aerial image or LiDAR taken during growing season to document site persistence. Page 2ufs iriffoll;1i", Page 88of4gQ r nal,11111111111ilial, C o u n c*11 B 1 s I n e s s EM Quantitative Monitoring V wwwwrwmmmwwwxx oo.tiuw xe.win x.. ..a .e....... aru.ie m.w„ „®,.,,,,, rr............. Qualitative Monitoring 12 U!�nrlote, R olin itoring7 Quantitative Monitoring ............. .,.,. a11it. t.Iv M ii-I rin"i , . o�.r...,.,r. .. ........ �..,. . ......... " �. Rer FISCAL IMPACTS The Freshwater Trust estimates the contractual cost for the 202',5-2'027 Biennium will be $475k of the projected $1.2 million overall project cost(2925-2031). Staff has requested appropriations in the 2025-2027 budget to cover the anticipated stewardship and monitoring contract costs. Wastewater fees and system development charges will cover the cost of phase 3A as the Department of Environmental Quality State Revolving Fund l loan process does not cover continuing maintenance. DEQ did support the development and implementation of the program under a state revolving fund loan previously approved by Council. SUGGESTED ACTIONS MOTIONS, AND/OR OPTfONNS II move to approve the execution of a goods and services contract with The Freshwater Trust for the Water Quality Temperature Trading Program Partnership; Phase 3A. REFERENCES &ATTACHMENTS 1. GOODS AND SERVICES AGREEMENT- Phase 3A TFT 5.27.2025 2. Water Quality Trading Plan-Approved ................................................................................................................................................................................................................................................................................................................................................................................... Page 3 of 3 1111G11G/%G/i�- I Page 89 of 499 GOODS AND SERVICES AGREEMENT (GREATER THAN $35,000) CONTRACTOR: The Freshwater Trust CITY OF CONTACT: Tim Wigington ASH LAN ADDRESS: PO Box 9205 20 East Main Street Portland, OR 97207 Ashland, Oregon 97520 Telephone. 541/488-5587 PHONE: 503-222-9091 Fax.- 541/488-6006 EMAIL: Tip �tliefreshwatertl-ust.org This Goods and Services Agreement (hereinafter "Agreement") is entered into by and between the City of Ashland, an Oregon municipal corporation (hereinafter "City") and The Freshwater Trust, an Oregon nonprofit corporation (hereinafter "Contractor"), for Water Quality Teiriperature Trading Program Partnership Phase 3A (2025-2031). 1. CONTRACTOR'S OBLIGATIONS 1.1 Provide Water Quality Temperature Trading Program Partnership: Phase 3A(2025-203 1) as set forth in the Scope of Work ("Exhibit B"). The Scope of Work and other "SUPPORTING DOCUMENTS" are attached hereto and, by this reference, incorporated herein. Contractor expressly acknowledges that time is of the essence of any completion date set forth in the SUPPORTING DOCUMENTS, and that no waiver or extension of such deadline may be authorized except in the same mariner as herein provided for authority to exceed the inaxiinuin compensation. The goods and services defined and described in the Scope of Work shall hereinafter be collectively referred to as "Work." 1.2 Contractor shall obtain and maintain during the term of this Agreement and until City's final acceptance of all Work received hereunder, a policy or policies of liability insurance including commercial general liability insurance with a combined single limit, or the equivalent, of not less than $2,000,000 (two million dollars)per occurrence for Bodily 112juiy and Property Damage. 1.2.1 The insurance required in this Article shall include the following coverages: • Comprehensive General or Commercial General Liability, including personal injiury, contractual liability, and products/completed operations coverage; • Automobile Liability; and • Workers' Compensation. 1.2.2 Each policy of such insurance shall be on an "occurrence" and not a ""claims made"' forrn, and shall: • Name as additional insured "the City of Ashland, Oregon, its officers, agents and employees" with respect to claims arising out of the provision of Work under this Agreement; • Apply to each named and additional named insured as though a separate policy had been issued to each, provided that the policy limits shall not be increased thereby; Page I of S: Goods and Services Agreement between the City of Ashland and The Freshwater Toast Page 90 of 499 • Apply PPly as primary coverage for each additional named insured except to the extent that two or more such policies are intended to "layer" coverage and, taken together, they provide total coverage from the first dollar of liability; • Contractor shall immediately notify the City of any change in insurance coverage; • Contractor shall supply an endorsement naming the City,its officers,employees and agents as additional insureds by the Effective Date of'this Agreement; and 0 Be evidenced by a certificate or certificates of such insurance approved by the City. 1.3 Contractor shall, at its own expense, maintain Worker's Compensation Insurance in compliance with ORS 656.017, which requires subject employers to provide workers' compensation coverage for all of its subject workers. As evidence of the insurance required by this Agreement, the Contractor shall furnish an acceptable insurance certificate prior to commencing any Work. 1.4 Contractor agrees that no person shall, on the grounds of race, color, religion, creed, sex, marital status, familial status or domestic partnership, national origin, age, mental or physical disability, sexual orientation, gender identity or source of income, suffer discrimination in the perforniance of this Agreement when employed by Contractor. Contractor agrees to comply with all applicable requirements of federal and state civil rights and rehabilitation statutes, rules and regulations. Further, Contractor agrees not to discriminate against a disadvantaged business enterprise,minority-owned business,woman- owned business, a business that a service-disabled veteran owns or an emerging small business enterprise certified under ORS 200.055, in awarding subcontracts as required by ORS 279A.110. 1.5 In all solicitations either by competitive bidding or negotiation made by Contractor for work to be performed under a subcontract, including procurements of materials or leases of equipment, each potential subcontractor or supplier shall be notified by the Contractors of the Contractor's obligations under this Agreement and Title VI of the Civil Rights Act of 1964 and other federal nondiscrimination laws. 1.6 Living Wage Requirements: If the amount of this Agreement is $25,335.05 or more, Contractor is required to comply with Chapter 3.12 of the Ashland Municipal Code by paying a living wage,as defined in that chapter, to all employees performing Work under this Agreement and to any Subcontractor who performs 50% or more of the Work under this Agreement. Contractor is also required to post the notice attached hereto as "Exhibit A"predominantly in areas where it will be seen by all employees. 2. CITYS OBLIGATIONS 2.1 City shall pay Contractor the sum of $1,298,737 (the "Contract Sum"") as provided herein as full compensation for the Work as specified in the SUPPORTING DOCUMENTS. Any subtotals out of this Contract sum associated with future biennia are contingent upon City budgeting and appropriations approval in that biennium. 2.1.1 At least eight(8)months prior to the start of a new City biennium, Contractor will provide the City with an updated budget forecast for the next City biennium budgeting and appropriations cycle. Contractor's budget forecast may include a 15% contingency to be released by the City at the end of each biennium if sufficiently justified by Contractor. 2.1.2 Contractor will adjust its rates on a biannual basis to account for inflation. These adjustments will be based on the Consumer Price Index-All Urban Consumers (CPI-U) for the West Region. There will be no decrease in Contractor's rates in the case of deflation. Page 2 of S: Goods and Services Agreement between the City of Ashland and The Freshwater Tn'Ist Page 91 of 499 2.1.3 If expenses during a biennium exceed the appropriated aniount for that biennium due to inflation, as ineasured by the CPI-U for the West Region, Contractor will provide notice to the City of necessary adjustments to the Contract. The City will negotiate a Change Order or Scope of Work adjustment to provide appropriate compensation. 2.2 Except as provided in Article 2.1, in no event shall Contractor's total of all compensation and reimbursement under this Agreement exceed the sum of$1,298,737 without express, written approval from the City official whose signature appears below, or such official's successor in office. Contractor expressly acknowledges that no other person has authority to order or authorize additional Work which would cause this maximum sum to be exceeded and that any authorization from the responsible official must be in writing. Contractor further acknowledges that any Work delivered or expenses incurred without authorization as provided herein is done at Contractor's own risk and as a volunteer without expectation of compensation or reimbursement. 2.3 Contractor will invoice the City for Work performed according to the rates listed in Exhibit F, which may be adjusted according to Article 2.1, and for direct and subcontract costs incurred. The City shall pay all invoices within sixty (60) calendar days of the date of any invoice received from Contractor. Contractor shall not submit more than one (1) invoice to the City in any thirty (30) day period. 3. GENERAL PROVISIONS 3.1 This is a non-exclusive Agreement. City is not obligated to procure any specific amount of Work from Contractor and is free to procure similar types of goods and services frown other Contractors in its sole discretion. 3.2 Contractor is an independent contractor and not an employee or agent of the City for ally Purpose. 3.3 Contractor is not entitled to,and expressly waives all claims to City benefits such as health and disability insurance, paid leave, and retirement. 3.4 Contractor shall be fully responsible for the acts or omissions of any assigns or subcontractors and of all persons employed by them, and any assignment or subcontract shall not create any contractual relation between the assignee or subcontractor and the City. 3.5 This Agreement embodies the full and complete understanding of the parties respecting the subject matter hereof. It supersedes all prior agreements, negotiations, and representations between the parties, whether written or oral. 3.6 This Agreement may be amended only by written instrument executed with the same formalities as this Agreement. 3.7 The following laws of the State of Oregon are hereby incorporated by reference into this Agreement: ORS 279B.220, 27913.230 and 27913.235. 3.8 This Agreement shall be governed by the laws of the State of Oregon without regard to conflict of laws principles. Exclusive venue for litigation of any action arising under this Agreement shall be in the Circuit Court of the State of Oregon for Jackson County unless exclusive jurisdiction is in federal court, in which case exclusive venue shall be in the federal district court for the district of Oregon. Each party expressly waives any and all rights to maintain an action under this Agreement in any other venue, and expressly consents that, upon motion of the other party, any case may be dismissed or its venue transferred, as appropriate, so as to effectuate this choice of venue. Page 3 of S: Goods and Services Agreement between the City of Ashland and The Freshwater Tn'Ist Page 92 of 499 3.9 Contractor shall defend, save, hold harmless and indemnify the City and its officers, employees and agents from and against any and all claims,suits,actions,losses,damages, liabilities,costs,and expenses of any nature resulting from, arising out of, or relating to the activities of Contractor or its officers, employees, contractors, or agents under this Agreement. Nothing herein shall be construed to obligate Contractor to indemnify the City against any claims, suits, actions, losses, damages, liabilities, costs, and expenses of any nature attributable to the City's sole negligence or willful misconduct. 3.10 To the fullest extent provided by law, including but not limited to the Oregon Tort Claims Act, the City shall defend, save, hold harmless and indenmify Contractor and its officers, employees and agents from and against any and all claims, suits, actions, losses, damages, liabilities, costs, and expenses of any nature resulting from, arising out of, or relating to the negligence or willful misconduct of the City or its officers, employees, contractors, or agents under this Agreement. Nothing herein shall be construed to obligate the City to indemnify Contractor against any claims, suits, actions, losses, damages, liabilities, costs, and expenses of any nature attributable to the Contractor's sole negligence or willful misconduct. 3.11 Neither party to this Agreement shall hold the other responsible for damages or delay in performance caused by acts of God, strikes, lockouts, accidents, or other events beyond the control of the other or the other's officers,employees or agents(collectively,Force Majeure). If a Force Majeure event occurs that causes or may cause delay or noilperforinance,Contractor shall,within 30 days,notify the City in writing of the case, anticipated duration or the delay or non-performance and the measures that have been or will be taken to end or minimize the delay or non-performance. Contractor shall not be liable for the loss of Thermal Credits caused by a Force Majeure event beyond the contributed performance of Work to the degree practicable, and such schedule will be extended for a period reasonably equivalent to the time lost because of the Force Majeure event. The decision to extend any deadline because of a Force Majeure event shall be determined by Contractor in its reasonable discretion, and Contractor will cooperate in good faith with the City when determining if such an extension is necessary. 3.12 If any provision of this Agreement is found by a court of competent junisdiction to be unenforceable, such provision shall not affect the other provisions, but such unenforceable provision shall be deemed modified to the extent necessary to render it enforceable, preserving to the fullest extent permitted the intent of Contractor and the City set forth in this Agreement. 3.13 Deliveries will be F.O.B destination. Contractor shall pay all transportation and handling charges for the Goods. Contractor is responsible and liable for loss or damage until final inspection and acceptance of the Goods by the City. Contractor remains liable for latent defects, fraud, and warranties. 3.14 The City may inspect and test the Goods. The City may reject non-conforining Goods and require Contractor to correct them without charge or deliver them at a reduced price, as negotiated. If Contractor does not cure any defects within a reasonable time, the City may rej.iect the Goods and cancel this Agreement in whole or in part. This paragraph does not affect or limit the City's rights, including its rights under the Uniforin Commercial Code, ORS, Chapter 72 (UCC). 3.15 Contractor represents and warrants that the Goods are new, current, and fully warranted by the manufacturer. Delivered Goods will comply with SUPPORTING DOCUMENTS and be free from defects in labor,material and manufacture. Contractor shall transfer all warranties to the City. Contractor makes no other representation and grants no other warranties, express or implied, and specifically disclaims all representations and warranties of any type not set forth in this Agreement. Page 4 of S: Goods and Services Agreement between the City of Ashland and The Freshwater Toast Page 93 of 499 3.16 For purposes of this Agreement "Confidential Information" shall include, but is not limited to (1) information concerning the Disclosing Party's business methods and practices,personnel,customers, prospective partners, customers, and suppliers; (ii) information concerning inventions, processes, methods, products, know-how, patents, patent applications, intellectual property, and other proprietary rights; (iii) specifications, drawings,models, samples, tools, computer programs,technical information, presentations, and related inaterials; and(iv) all prepared notes, documents and materials which reflect, interpret, evaluate,include or are derived from Confidential Inforination. The City and Contractor have shared and will continue to share Confidential Information. The City is subject to public disclosure requirements of ORS 192.410 to 192.505. Confidential Inforniation may only be shared when required to comply with Oregon law and in accordance with the following process: 3.16.1 In the event the City receives a request for any Confidential Information under Oregon law, the City shall provide Contractor with written notice of the request within two (2) business days of the receipt of the request. 3.16.2 If Contractor does not object to the disclosure of the requested Confidential Inforination within ten(10)business days of receiving the notice,the City may disclose the Confidential Inforniation without reservation or condition and without any liability to Contractor. 3.16.3 If Contractor objects to the disclosure of the requested Confidential Information within ten(10) business days of receiving the notice, the City shall assert a trade secret exemption and shall not disclose any inforniation subject to the exemption. 4. SUPPORTING DOCUMENTS 4.1 The following documents are, by this reference, expressly incorporated in this Agreement, and are collectively referred to in this Agreement as the "SUPPORTING DOCUMENTS:" • Contractor's complete written Third Scope of Work for the City of Ashland for"Water Quality Temperature Trading Program—Phase 3A" dated May, 2025 (Exhibit B) • Contractor's complete written Second Scope of Work for the City of Ashland for"Water Quality Temperature Trading Program—Phase 11" dated July 29, 2019 (Exhibit C) • Contractor's complete written Scope of Work for the City of Ashland for "Water Quality Temperature Trading Program Partnership" dated August 21, 2018 (Exhibit D) • The City of Ashland Water Quality Trading Plan(Exhibit E) • Contractor's 2025-2026 Billing Rate Sheet(Exhibit F) 4.2 This Agreement and the SUPPORTING DOCUMENTS shall be construed to be mutually complimentary and supplementary wherever possible. In the event of a conflict which cannot be so resolved, the provisions of this Agreement itself shall control over any conflicting provisions in any of the SUPPORTING DOCUMENTS. In the event of conflict between provisions of two of the SUPPORTING DOCUMENTS,the several supporting documents shall be given precedence in the order listed in Article 4.1. 5. REMEDIES 5.1 In the event Contractor is in default of this Agreement, City may, at its option, pursue any or all of the remedies available to it under this Agreement and at law or in equity, including, but not limited to: 5.1.1 Termination of this Agreenient; 5.1.2 Withholding all monies due for the Work that Contractor has failed to deliver within any scheduled completion dates or any Work that have been delivered inadequately or defectively; 5.1.3 Initiation of an action or proceeding for damages, specific performance, or declaratory or injunctive relief; Page 5 of S: Goods and Services Agreement between the City of Ashland and The Freshwater Tn'Ist Page 94 of 499 5.1.4 These remedies are cumulative to the extent the remedies are not inconsistent, and City may pursue any remedy or remedies singly, collectively, successively or in any order whatsoever. 5.2 In no event shall City be liable to Contractor for any expenses related to termination of this Agreement or for anticipated profits. If previous amounts paid to Contractor exceed the amount due, Contractor shall pay immediately any excess to City upon written demand provided. 6. TERM AND TERMINATION 6.1 Term. This Agreement shall be effective from the date of execution on behalf of the City as set forth below (the "Effective Date"), and shall continue in full force and effect until June 30, 2031, unless sooner terminated as provided in Article 6.2. 6.2 Termination 6.2.1 The City and Contractor may terminate this Agreement by mutual agreement at any time. 6.2.2 The City may,upon not less than one hundred and eighty(180)days'prior written notice,terminate this Agreement for any reason deeined appropriate in its sole discretion. 6.2.3 Either party may terminate this Agreement, with cause, by not less than fourteen (14) days' prior written notice if the cause is not cured within that fourteen (14) day period after written notice. Such termination is in addition to and not in lieu of any other remedy at law or equity. 6.2.4 Contractor may terminate this Agreement if the Work is stopped for a period of ninety (90) consecutive days through no act or fault of Contractor or a subcontractor, sub-subcontractor or their agents or employees or other persons or entities performing portions of the Work under direct or indirect contract with Contractor, for any of the following reasons: (1) Issuance of an order of a court or other public authority having Jurisdiction that requires all Work to be stopped; (11) An act of government, such as a declaration of national emergency that requires all Work to be stopped; or (111)Because the City has not made a payment within the dune provided in this Agreement. 6.3 If this Agreement is terminated under Article 6.2, Contractor may recover from City payment for Work performed and any costs incurred by reason of such termination. 7. NOTICE Whenever notice is required or permitted to be given under this Agreement, such notice shall be given in writing to the other party by personal delivery, by sending via a reputable commercial overnight courier, or by mailing using registered or certified United States mail, return receipt requested, postage prepaid, to the address set forth below: If to the City: City of Ashland—Public Works Department Attn: Scott Fleury PE, Public Works Director 20 E. Main Street Ashland, Oregon 97520 Phone: (541)488-5347 With a copy to: City of Ashland—Legal Department 20 E. Main Street Ashland, Oregon 97520 Phone: (541)488-5350 Page 6 of S: Goods and Services Agreement between the City of Ashland and The Freshwater Tn'Ist Page 95 of 499 If to Contractor: The Freshwater Trust Attn: Vice President of People & Operations PO Box 9205 Portland, OR 97207 8. WAIVER OF BREACH One or more waivers or failures to object by either party to the other's breach of any provision,term,condition, or covenant contained in this Agreement shall not be construed as a waiver of any subsequent breach,whether or not of the same nature. 9. CONTRACTOR"S COMPLIANCE WITH TAX LAWS 9.1 Contractor represents and warrants to the City that: 9.1.1 Contractor shall, throughout the term of this Agreement, including any extensions hereof, comply with: (1) All tax laws of the State of Oregon, including but not limited to ORS 305.620 and ORS, chapters 316, 317, and 318 (11) Any tax provisions imposed by a political subdivision of the State of Oregon applicable to Contractor; and (111) Any rules, regulations, charter provisions, or ordinances that implement or enforce any of the foregoing tax laws or provisions. 9.1.2 Contractor further certifies that contractor is not in violation of any Oregon tax laws referenced in ORS 305.380(4). 9.2 Contractor's failure to comply with the tax laws of the State of Oregon and all applicable tax laws of any political subdivision of the State of Oregon shall constitute a material breach of this Agreement. Further, any violation of Contractor's warranty, as set forth in this Article 9, shall constitute a material breach of this Agreement. Any material breach of this Agreement shall entitle the City to terminate this Agreement and to seek damages and any other relief available under this Agreement,at law,or in equity. IN WITNESS WHEREOF the parties have caused this Agreement to be signed in their respective names by their duly authorized representatives as of the dates set forth below. Page 7 of S: Goods and Services Agreement between the City of Ashland and The Freshwater Toast Page 96 of 499 CITY OF ASHLAND: The Freshwater Trust (CONTRACTOR): By: By: Sabrina Cotta, City Manager Signature Printed Name Printed Name Date Title Date Purchase Order No. (W-9 is to be submitted with this signed Agreement) APPROVED AS TO FORM: City Attorney Date Page 8 of S: Goods and Services Agreement between the City of Ashland and The Freshwater Tnist Page 97 of 499 EXHIBIT A C11TY OF ASHLAND, OREGON Coity of Ashinnd LIVING ALL wnplbyem&zcribedi WAGE belaw iffmust comply wHh Cfty of Ashland laws regulating paymeirvt of a liviing wage. per hour, effective June 30, 2024., I v qIIA11111i, The Living Wage is adjusted aninuiallyevery June 30 Ilby the Consumer price Indlex. N 11 Mpartion of the business of of healthcare,retirement, their employei,it the 401K,and IRS efigible errplioyer has tan�or rniore cafeteria,plans(including empbyees,and has received chiidcaire)berie.%�-to the nari'c4i assistance far the OMP110ye'e'saau rnnt of wages. For Al hours wofked under OaF fi project or bu5ihass�omi the servioe corhact betmen their Gib of Ashland over Note: Fcrtemporary and employer and the City of $26,42915� part-time emplayees,the A5hland it the coirtract Living Wage doer,not apoy exceeds$26,429.65 or innirrre.. It their employer is the Cky at to the first 1040 hiouirs worked For M1 hours worked tin a Ashland,including the Parks iniany calendar yaar IFor morith,if the emp,byee and Recreation D�epattnrievt. more details,,Please see spends 50%or irnom of the Ashland Muniapal Gode em pioyee's tirne in thi a t m onth In c.9 I c:ulll ahn g the I ivi ng wage, &,cbovi 3.12020. wurhing on a project or eniplioyers may add the valuie �For additienal information: Cafl thiie Ashlainid Ggty'IMainager's,office,at 54,1-488-6CO2 or write to the:pity Managier, City Hafl,20 East IMaiin,Street,Ash and,0 R 97520, or visit the CAy's website ait www.ashland or.u S. Nofire to Employers: This,npotiGe must be posted in areas,where it can Ibe seen by allil employees. CRI'v OF -ASHLAND Page 98 of 499 Exhibit B Page 99 of 499 IJ THE I I c,hv'Ji' YID k I ru I l��i, ode,c q 41 0 1� rc�, FRESHWATERaiwd, ir]C,1l1 ive ba ,cd, vc, ve �Ic TRUST' I iot I wl a imc]&I ka I I!ma I Exh ib it B City of Ashland—Water Quality Temperature Trading Program Scope of Work: Phase 3A—Stewardship &Reporting Credit Program NUnagement Services for the City ofAshland 2025-2031 May, 2025 Background The City of Ashland (the City) selected The Freshwater Trust (TFT) as its partner to develop and implement a water quality trading(WQT) program for temperature compliance with the Clean Water Act.The City's Water Quality Trading Plan (WQT Plan), which was accepted by the Oregon Department of Environmental Quality(IDEQ)as consistent with Oregon's Water Quality Trading Rule, relies on implementing riparian revegetation projects to generate credits (Thermal Credits)to satisfy the City's anticipated temperature obligations.TFT hias previously completed two phases of work for the City's WQT program. In the Phase 1 planning phase,TFT estimated the cost to imiplemient the full program the City's Thermal Credit requirements (the City originiallly projected needing 130M Thermal Credits,which was increased to 135M Thermal Credits in the WQT Plan).This total covers the entire projected 254year program period.'To align with the City's capital improvement project planning process, the City originally requested thiat TFT break this 254year program into three periods: (1) IPhase 2—the first six program, years, which aligned with the City's Public Works UP "capital" planning phase and where the majority of State Revolving Fund (SRF), Moan-elligib,le capital expenses would be incurred; (2) Phase 3—the remainiing fourteen years of the City's 20-year capiitall planning (period; and (3) Phase 4—the five anticipated program years that+ewilll fall outside of the City's 20-year capital planning period. Phase 2 covered the initial six program years,from,September 2019 to Jlune 2025. In Phase 2 TFT implemented the Thermal Credit Projects (identified in the table in,Section, (C)) and completed all the required monitoring and reporting for those Projects. This Scope of Work is for the first six years of Phase 3 of the program, (the remaining fourteen years of the City's 20-year capital pllaniniing period), the continued stewardship, monitoring, and reporting necessary to ensure the ongoing validity of the Thermal Credits and maintain compliance with,the City's temperature obligations in, its INPDES Permit. Under this Scope of Work (Phrase 3A), TFT will continue to serve as the Credit (Program Manager(CPM), taking all actions necessary to continue stewarding the projects and maintain the resulting Thermal Credits. The City's Thermal Credits have a 201-year compliance lifetime.In addition,TFTprojected a 5-year Thernial Credit Project implementation(i.e.,planting and plant establishment)window,resulting in a 25-year prograrn. Page 100 of 499 a 1 r f � I� I� 11 � 111 � � � i llllrl �. ........... ..... ... lw� Definitions 1. Credit Program Manager(CP"—The entity selected by the City of Ashland to deliver and steward Thermal Credits under this Agreement and in accordance with the DEQ-approved Water Quality Trading Plan for the City of Ashland 's Thermal Credit Program. ?. DEQ-0regon Department ofEnvrronmentalQiiality.. 3. NPDES Permit—National Pollution Discharge Elimination System permit issued byDEQ pursuant to Section 402 ofthe federal Clean Water Act and Oregon's implementing regulations. 4. Parties—Collectively,the City ofAshlamd and.TFT. 5. State Revolving Fund (SFF)—State clean water funding program that supports clean water infrastructure projects.The Cityuused SRF for supporting project implementation(i.e.,,the first five years of project),,but this handing cannot be used for long-terms operations and. monitoring expenses. 6. Thermal Credit—Cane(1)kilocalorie(kcal)per day of avoided solar loading calculated as a. rolling seven day average for Nlay 14"using protocols accepted byDEQ.The Thermal Credits can be used for achieving compliance with the NPDES Permit.lvbdeled kilocalorie reductions became Thermal Credits once they were independently certified for use on the City of Ashland's compliance ledger.All Thermal Credits generated under the Phase? Scope of Work became the property of the City. 7. Thermal Credit Projects—Riparian shade projects implemented bythe CPMfroim 2019-2024 to generate Thermal Credits in conformance with CityofAshland's NPDES permit and the associated VVQTP1an.. S. The Freshwater Truest(TFT)—Aii Oiegon nonprofit corporation that has been contracted by the City of Ashland to serve as its CPM 9. Water Quality Trading Plan( TPlan)—Aprogram summary incorporated into the City of Ashland's NPDESpermit byreference following formal regulatory approval byDEQ. z Page 101 of 499 Proposed Scope oflAbrk;Credit Program Stewardship July],2025—June 30,2031 TFTwill act as the CPMfor the ten Thermal Credit Projects implemented during Phase 2('2019-2025)of the Water Quality Temperature Trading Program Partnership,as listed below.TFTwill complete the following activities for all sites in the Cityof Ashland's VVQTprogram from July 1,2025,through June 30,2031,inclu d ing: 1. Project Steward3hip.TFTor its sub-consultants will complete all necessary stewardship to maintain the ten Thermal Credit Projects consistent with the VVQT Plan.TFTwill perform stewardship,monitoring and tracking activities on these projects in accordance with the performance standards outlined in the�TPlan. 2. Credit Cycle Mann gement.Mwitl ensure all proper third-party verification and credit cycle documentation is completed and remains valid for the duration of the Agreement.Each Thermal Credit shall be certified by an independent third-party and registered on a publicly accessible credit registry according to the specifications included in the City ofAshland"s�T Plan.M shall ensure that the Thermal Credits remain validly certified and registered for duration of the Agreement. 3. Program NIana gement.TFTwitl manage the City ofAshland VVQTprogram in accordance with the TPlan including communication and outreach with landowners,stakeholders and governmental entities active in the Bear Creekwatershed. 4. Reportin . a. Quarterly Re porting.TFTwitl provide the City of Ashland with quarterly project update reports to appraise the City ofAshland of the status of both individual projects and the entire VVQTprogram. b. AinualReportin :TFTwill provide the City of Ashland with annual project monitoring and performance and monitoring reports byAprit 30 of each calendar year.TFTwill also provide information upon request to support the City of Ashland's VVQTcompliance reporting. City ofAhland Thermal Credit Project Sites A-built Thermal Ckedits ForecastedCDst Project name verification SRF Bundle (kcals/day; Estimate year 14 ar►uudelin date (2025—2031) 1.Bear Creek RM24.05 20�20 1 2,360,802 $ 31,704 2.Be a r Cre A RM23.5 20�20 1 22,378,196 $ 74,250 3.Bear Creek RM18.8 20�21 2 12,627,601 $ 155,053 4.Be a r Cre A RM24.8 20�21 2 13,470,103 $ 5.Ashland Creek RMO.2 2022 2 12,720,207 $ 3 Page 102 of 499 6.Bear CreekRM22.9 20�22 3 1,809,042 S 144,337 7.Bear CreekRM24.1 20�22 3 13,005,133 S 40�,201 8.Bear CreekRM16.6 20�23 4 21,723,493 S 143,956 9.Bear CreekRM14.1 2023 4 12,408,560 $ 2 800,114 1 0�.Bear Creek RM6.6 2024 5 27,100,787 S 194,0436 TOTAL 139,603,924 $ 1,298,737 Task estimate:$1,298,737 Deliverables 1. Credit Nblidity.TFTwitl complete all stewardship,monitoring,and third-partyverification necessary to maintain the validity of the City ofAshland"s Thermal Credits in accordance with the City of Ashland"s VVQT Plan. 2. Reporting.TFTwill submit reports to the City of Ashland according to the following schedule: a. Quarterly Re ports. For the duration of this Scope of Work,TFTwitl submit quarterly reports documenting activities undertaken in the previous quarter no later than January 3 01h,April 30"',July 30",and October 3W'. b. Annual lvbnitoring Reports:For the duration of this Scope of Work,TFTwill submit annual monitoring reports no later than March 3 11t. Invoicing 1. hivoicirw Requirements. a. Invoice Contents.TFTwill invoice the City of Ashland for stewardship,credit cycle and reporting activities.]Expenses will be provided to the City of Ashland for each State Revolving Fund loan and designated as loan-eligible or City-funded.Updates to the format of the invoice will be made upon the mutual agreement of the Parties. b. Invoice TimWg.TFTwitl submit invoices to the City ofAshland quarterly,within 30 days of the quarter's close. c. General Requirements.TFTshall submit billings to the attention of Scott Fleury,P.E.Public' arks Director City of Ashland,Public Works 20 East Nbin Street Ashland,OR97520 scott.fleury@)ashland.or.us 4 Page 103 of 499 Exhibit C Page 104 of 499 The ,A0 Freshwater TIP� Fr�sl� r�>t�r Trii� � ils 501(c)( )not-for-profit organization ChP ,an ing the course that actively works,to preserve fconservation. and restore OUr freshwater ecosystems, Water Quallity Temperature Trading P'rt g,r m — Phase lY Second Scope of Work for the City of Ash land Juily 29, 2019 lntroduction: The City of Ashlland (the City)selected The Freshwater Trust(TFT)as its partner to develop and implement a water quality trading(w,NC?T)program for temperature compliance with the Clean Water Act.The City's Water Quality Trading Plan,which has been accepted by the Oregon Department of Environmental Quality(DEQ) as consistent with Oregoirn's"rater Quality Trading,Rule,will focus on implementing riparian revegetation projects to generate credits (Thermal Credits')to satisfy the City`s expected upcoming temperature obligation (Full'WQT Program). Originally,TFT anticipated that this program would consist of three contract phases: 1) program design (Phase 1),2) research/demonstration project implementation (Phase II), and 3)full program implementation(Phase III). After working through Phase I activities, and in consideration of new'information le,airrned during this,period,TFT and the City have adjusted their approach for later phases. As part of its Phase I deliverables,TFT projected an overall program cost for the City's, Full"+1v a Program,which the City estimates will require approximately 1:30 million Thermal Credits.This total covers the eintire projected 25-year programs period)(all credits have a 20-year compliance lifetime and TFT projects a 5-year implementation (planting and plant establishment)window,which results in a 25-year program).To align with the City's capital improvement project(CIP') planning process,the City requested that TFT break this total into three periods: (1) the first six program years,which aligns with the City's Public Works CIIP "capital" planning phase and where the majority of State Revolving,Fund (SRF) loan-eligible capital expenses will be incurred; (2)the remaining fourteen years of the City's 20 year capital planning period;and(3)the five anticipated program years that will fall outside of the City's 20-year capital plannning periiod. TFT projected a total prograin cost for the Full WC f Program of$4,584,962 (2019$),with$2,605,342 in the fiirst 6�-year program period,$1,717,0016 in the next 14-year Iperiod, and$262,614 over the final 5-year period.This second scope of work covers the first 5-year Iperiod,which will afford the City and TFT an opportunity to assess progress and actual costs incurred prior to initiiating the second 14-year period. In addition, because this scope covers the full anticipated implementation window,.it will not force TFT to arbitrarily estimate what projects will be implemented when.'Through use of its prioritization and optimization tools,TFT hopes to deliver the ' Each Thermal Credit individu!allly represents one(t)negative kilocalorie per day(kcal,/day)of thermal input.Thermal Credits shall be calculated using protocols accepted by DEC.i.All Thermal Credits generated under this Second!Scope of Work shall become the property of the City, Page 105 of 499 prograrn for less than the estimated total, but proposes to establish contractual not to exceed amounts associated with the mare conservative estimate. Phase 2: Riparian Research Project implementation Up to E3 years after comniencernent of Phase 2 A. WQT project site recruitment, implementation, stewardship& credit cycle: 1. Site recruitment:TFT will select, recruit,and secure site protection agreements from private laindowners within,the Bear Creek watershed.TFT shalt execute contractual agreements with landowners conveying interests in real property to TFT' or otherwise protecting the real property from uses incompatible with the generation and maintenance of Thermal Credits, for a term no less than twenty(20)years from the date of certification of the Thermal Credits generated on the landowner's property. I n doing so,TFT will pursue projects that produce comparatively cost-effective credits, and that align with the City's desire to keep projects as close to the City as possible.TFT wiill closely coordMate with,the City to stay aligned on priorities, understanding that the City's ability to approve projects on City-owned lands will be,ain important variable in determining how many projects can be implemented within or close to,City limits. 2. Site implementation, stewardship&credit cycle management:TFT will prep and implement riparian restoration activities on privately owned sites coinsistent with the Trading Rlan, calculate Thermal Credits, and ensure all proper cirecIft cycle documentation is completed.TFT will perform monitoring and stewardship activities, including plant establishment, on,these sites through program year six(6). TFT will also support the City in implementing and stewarding WQT projects on City-owned land.TFT wall undertake all of these aictivities in a way that maximizes SRF funding reimbursement, Task Estiimate.$2,605,342 B. Stakeholder outreach: Buy-in from locail partners and landowners is key to program success.TFT will coordinate with the,City to identify key stakeholders, communicate with those stakeholders, and develop and implement a coordinated outreach strategy for the program, Task Estimate: $24,700(160 hours). C. Permit support:TFT will provide technical support to the City for its permit discussions with DEQ. Potential ,activities, include amendmentsfadjustments to the Trading Plan, proper reference and incorporation of trading detail)into the City's NPDES permit, compliance schedule development and justification,and incorporation of pre-permit trading sites into post-permit compliance sites. Task Estimate:$37,275 (285 hours). Deliverables: L TFT will recruit, irriplenrient,and steward all necessary private land credit projects in the Bear Creek watershed.TFT will implement and manage all mutually agreed aspects of City-owned sites."volume, timing and location of project sites will be dependent on the number of City-owned sites that move forward and landowner interest.TFT will ensure that all credit project sites have been secured and implemented by the end of Phase,2. 2,Outreach strategy summary. Page 106 of 499 3.As needed permit support. Phase 2 Niot-to-Exceed Amount:$2,667,317.This total includes: a $2,605,342 for all wa r project expenses over the first six program years 0 $24,700 for stakeholder outreach 0 $37,275 for permit support Suggested Meetings: The exact meeting schedule will be determined after contracting, but TFT proposes participation in an in-person kickoff with the City at the beginning of this,Scope of Work. The Trust expects to lead conference calls and in-person meetings with,the City as needed to adequately resource this innovative and complex partnership, Anticipated Timeline: Task A Task B .... ............ ....................................... ........ Task C ..................... Conclusion: TFI"has proposed this Scope of Work based on its deep experience developing temperature credit trading programs for Clean Water Act compliance in Oregon, and in particular ln the Rogue River Basin,.At the conclusion of this Scope,all project sites will have been implemented. Contact for next steps: TFT looks forward to working with the City. Please direct questiions,comments and additions to: Tim Wigington Eugene Wier Attorney& Finance Director Habitat Restoration Project Manager 503-222-9091 x41 541-708-0934 tin @thefi°eshwatertn'ust.org 541-227-9858 eugene@thefreshwatertrust.oirg The TheFrhwater Trust Isa 700 SWTaylor Street 501(C)(3),not-for-profit, Suite 200 503222.91091 Ail donations are full�y tax- FreshwaterTrust dedu'dible under tax laws, Portland,OR 97205 wwwAhe fresh watertrustarg Page 107 of 499 he Freshwater Trust" The Freshwater Trust is a 01(c)( )not-for-profit organization C h ri ing the Course that actively works to preserve f conservation, and restore our freshwater ecosysterns. Senior Directors $175 per hour Directors $145 per hour Policy Specialist* $15 per hour Project Manager $125 per hour Ecosystem Services analyst $115 per hour WS analyst $15 per hour oirnitoirirng/Fi,eld Staff $ per hour ommiunications,/Desi n $ 0 per hour Field Technician $70 per hour Invoice/Administration $ Q per hour *'While some of The Freshwater Trust's policy speciallists are licensed attorneys,The Freshwater Truist only provides poky analyses and not Ile al advice to its clients, T�^y �°Dt)�>" fayGou'street e Suite2 0 The Tanubti.a Freshwater r 503,222,9187 r c �.. 501f f)4. )not tnr t "Wit Trust" f ortlrind, R 72 5 Phone:50 222 091 AH fi�rn bons are nrauy iax. www.tiietreshwatertrtist.org Fax:.aC�3 �"2..�lr�� uferri wUYatic under far haws. Page 108 of 499 Exhibit D Page 109 of 499 The /, IIIIIIIIIIII�I��IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII�I�I��IIIIIIIIIIII�I� FreshwaterTrUSt" "III°i I r° sliwa"t� t°Tf-ust Isa 1(c)(3)not-for-profit organs z>afioni >aangorg the COaW.au sie LIHIaf:actilvely woirks to preserve of cr"rG°11se vafii)n, and Irestore our freshwater ecosysteirins, Water Quality TemperatureTr aiding 'r r m Partnershi PROPOSED, Scope of Work for thie City of Ashllaind August 21, 2013' Introduction: The City of Ashland (the City) has selected The Freshwater Trust (TFT)as its Ipalrtnelr for develop and iumplerement a water oluallity trading program,for temperature compliance with the Olean"water Act,The City"s Water Quality Trading Plain,which has been accepted) Iby the Oregon Department of Environmental Quality(DEQ)as consistent vwilth Oregon's Water Quality Tlradliln,g pule, iilll focus on implementing Iripariarn reve etatio n projects to generate credits to satisfy the City's expected upcolrniing temperature obligation. (Developing thils program will l consiist of thiree phases: 1) progralrm dlesiglrn (Phase Il), 2) research/d'enmio nstratio n project iinmiplenmierntatio n (Phase (III), and 3) full program iremilplleremierntatiioni (IPhiase I1111). Phrase IIIII will l commence after the City receives its updated NPIDES permmilta Thie project lilrmplenrnenitation, program, administration, and credit cycle activiitiie�s associated wwithi IPhiase IIIII illll be informmie�d by the lessons learned through Phases II-1111. TFT hias outlined the subtasks and "inot to exceed" cap for thie fiirst two phrases. "w' hHe included for illustrative purposes,the City and TFT only intend to contract for Phrase II activities at thins time. Phase L Trading Program Design )"JP ":x:�o 6 nl xxr" a I, h.'. L. i r l,c.o I:: IIti..1..r I u: ,E f A. Program planning and pruorutiizatiion; Through geoslpatiiall alrnallysis and Irmodleling with a geongraphilcallly- callibirated remiord'ualle of HeatSoulrce named Shiadle-a-lator,TFT identified credlit Iportentiall ilni the Bear Clreek trading area in 2016. TFT wwilll reffreshi these estimates to reflect current conidlitionis. TFT will coolydinate with the City to deterlrniine whiich Clity-ovwnied siites could be good)candidates for credit genieration, and will identify the plrlvatelly-owned sites in the trading area that have both high credit generation Ipotentiall and Ipotentially iiniterested landowners.Task Estimate: $21,150 (135 hioulrs). B. Program cost range: After obtaining a better understanding of City piriorrilties and plotenitiial Iplrivate hand partiiciipanits, and the (likely pulblHc-private blend of sites, TFT will l Yuan various scenalrios in order to Iplroviidle the Ciity vwilth a Illkelly program cost range.TFT cost sceniariiors will be (based oni the site-spleciific credit and silte size informiatiioni confirmed flrolrm (A), as wwelll as current restoration costs experleniced by TFT ilni the Rogue Basin. TIFT's cost estllinnate will have a target accuracy of-201%to+30%,vwhiichi is corrnsistenit wwllthi the accuracy Irainge for a "Cllass'5" cost estimate cllescriibed by the Association for the Advancement of Page 110 of 499 Cost Engineeriing.�'TF�T wiH ffulrtlher refine thiis estimate based on the experience obtaiine�d through Phase III aicti:wlities.Task Estimate: $13,800(100 hours). C. SIRIF administration: DEQ has deterlrmiined that most activities occurring at riparian reve,getatlicnn sites within five (S)years of implementation can be eligible for SRF reimbursement.TFT wiH propose an SRF administration approach aimed at Irmaxii milizirng the elligibilllity of actiivlities for SRF reimbursement within thiese timelines, and will prcnduwuce an estimated breakdown of site costs by SRF-elli,gilblle and non SRF- eligible explense�s.TFT wiH head in ccnmrdiinatiing with D�EQ,to finalize any necessary dmculrmentatmmn needed to support use of SIRF funds in the tradiirnig progranmi.Task Estlrmate, $11,850(70 hiouars). D. Long-term,stewardship financial l alpproach, Because tradiin,g sites rmiust be actively stewwalyded for 2 years (longer here because of desire to delay clredilt liife activation until)the City receives iits updated) perremilit), but SRF reimbursement elligibillity only lasts for five years post-irmplermemtatio n, the City wwiilll need to ensure thiat adlequate funds are avaiilalblle to cover these long-term stewardship activities. TFT will coordiinate with the City to develop a fiinanciial strategy for covering these long-term costs in the most cost-effective manner. Task.Estimate: $7,000(40 hours). E. Program tracking and reporting templatiing Over the Mast decadle,TFT hias identified the tracking and reporting documentation necessary to efficiently and effectively adl milinister a tradiing program.To ensure thiat the Clity's tradling Iprogram documentation wwiilll remain consistent with its Trading (Plan,TFT; 1) will update and customize landowner Ilease agreements; 2)coordinate with the City to help dlraft durable and trading-appropriate easerment Ilanguage for City-owned trading sites; 3) recommend a trading Iprogram tracking apiproach that is both consistent wwiith Oregon trading rules and cost-effective for the City, 4)coordinate with the City to develop,SRF and other DEQ,(reporting termiplates, and s) dlevellop the overall stewvardshililp and third party verification system, as discussed in the Trading Pllan. Task Estimate: $25,950(210 hours). F. Supply chain scaling: During the pare-per mit phase, it will be important to scale up the supply and labor chain so that when the City receiives a therrem4l compliance obligation and compliance schiedulle, impllelrmelntation and management of the program,can proceed smoothlly. TFT wwlilll coordinate with the City to identify the (likely annual trading prograrm funding availlabillity over the next decade and then recommend a responsive funding and implementation arc to maximize economiies of scale in the supply and (labor chaiin. Task.Estimate: $27,800 (220 hou irs). Deliverables: 1. Updated credlit potentiall analysis for Bear Creek(digitally and in map format with spreadsheet (excel) backup). 2. Surm iary analysis of best prospects,wwilth initial outreach completed and results documented. 3. Program cost range estimate for full tradiing program.This includes all three phases—the third phase being the costs of the longer term stewairdshlpi activiitiies for full credit (life. "Class 13 estimates a,ire generally prepaired Ikmased on very limited information,and sUIbsequently have,wide aCCruracy rainge.s...."AACE, International Recommended Practice No. 10S 90,Cost Engineering Terminology,httlp://mnaww.aacei.org/terirmliniollogy/.For a Class 5 cost estirnate,time AACE expects 20%to 50%i,in cost variaition on the Ilo w end of throe ranige,and+30%to+100%on,time hmigh eind of thie range. 1 y ,uan'"�nflI'ar'�l+kn Iree n id, Tres hw to r Trus " fll°Inefrt ishww tei,tirrt w .rrrl� I'3 Gl�.wh.�l�`2,m 9187��`wh i Uvhl1 W ^o l 'acge 0y 4. SRF administration approachi aimed at maximizing the eflgibihty of activities for SRF reimbursement, with estimated breakdown of site costs by SRF-eliigiible and moon &RF-eligible expenses. 5. Financial plan and recommendation for effective long-teirim stewardship of sites. 6. Customized Ilandonwner lease agreement templlate,whiich willl require City legal approval and City Council approval of the overall lease structure. 7. Durable and tradiinig appropriiate easemenit language for City-owned trading sites. 8. Summary rneirno articulating trading pirograim tracking approaches and recommendations. 9. SRF and other DEQ reportiing templates. 10. Recruitment timing recornmendations memo based on (likely funding lev&Is and ability to maximize supply chain effiiciieniciies. Phase 1 Not!to Exceed Amioiunt�: $130,988, Includes 107,,0501 in projected TFT llablor, $6,853 urn projected direct expenses, and a 15% contingency. Phase I: Riparian Research Project lrnpllementatJon )IJP 2 yeax . af`tey A. Private site Implementation:TFTwillll select, recruit, and secure siite Iprootectionn agreerneints from the first set of Ipirivate Ilandoowners withi ni the Bear Creek watershedl. TFT will) prep and iim pleirneint the sites consistent wiith the Tiradi ng PlIa n, calculate credits, and enisuire a 11 piropleir credit cycle documentation its completed.TFT wiH perform monitoring and stewardship activiitiies. Stewardship activiities include planting establishment. TFT willl also test the SRF fundiinig reimbuirsernent appiroach. Task Estimate: $572,465 (largely comipriised of supply/miateirial purchases and subcontractor costs, but a Iso includes TFT labor and direct expenses). The estimiated Ipirivate site costs cover the first 24-mionths of expected costs at those siites, not the full project site costs that willl accrue over the project life (approximat6ly 501%of project siite costs are expected to occur in the first two years). Because all sites prodluce credits differently, these estimated Y1-Y2 Ipircoject costs are based on wheat TFT expects it wiill cost to secure and implernent enough sites to fulfill approximately 1/3 of Ashland's estimated cirediit need (not a Ipairtiicullar number of siites,for examiplle, one site could produce 40 million cirediits,or three could). Onice TFT has completed Phase II of thiis scope and has actual sites recruiited/prioritized,the cost and credit return from,these sites will be fully Iknowin. B. Public site Implementation support and leadership:TFT will support the City in selectiinig and implernenting at least one City-owned dernoinstration project.TFT wiH coordinate with the City to idenitiify the rolles and responsibilities each Ipairtnieir(City, TFT, implementation contractors)will'take with respect to implernenting and managing the site. Task Estimate: $54,9010 (4010 hours), with up to$34,800, (240 houirs) avaHable as contingency that the Ciity may authoriize. For thiis task,TFT has on lly estimated the costs associiated with supporting the City in selecting/irnanaging publlic demonstration Ipiroject(s), not implementation costs. Once both parties better understand roles and irespconsiibilhties, and splecifiic City site preferences are knowni, TFT will be able to provide implementation cost estimates for these site(s). .'T (',�1 1 1�1�I 1�1 r "") () a II, r, '�V ar",1H She 3� Freshwater Trust' tll,iiefresh tlei,tirtist. `mr� Rw 503 22,,,' 9187 ,are fiilytax age 0 C. Lessons learned and approach comparison:TFT will analyze the Ilessonis learned from,each approach, including a cost comparison, and identification of if/where cost categories differ between the two appiroaches.Task Estirnate�: $22,325(160 hiours). D. Stakeholder outreach: Buy-in from Ilocall partners and lanidowniers is key to Ipiromgiram success. Often, irecruitimenit hinges on finding and persuading the righit iinifluencers. TFT wifl coordinate with the City to identify key stakeholdeirs,communicate with those stakeh&Iders, and ultimately develop and imiplemient a comomrdinatedl outreach strategy for the program,. Task Es,tiimate: $24,700 (160 houirs). E. Permiit support:TFT will support the City in its plermilt negotiations with DEQ. Potential actiivltles include aimeindmenits/adjustimeints to the trading plan, proper refereince and incorporation of trading iinito the City's NPIDES Ipermilt,comphaince schedlule dev&lopmeint and justiification, and incorporation of pire- �permilt trading sites into post-peirimiit compliance siites. Task Es,tiimate: $37,275 (285 houirs). Deliverables: 1. TFT wwilll limpleirnent and manage all mutually agreed aspects of the public land deirnonstratlon siite(s). 2. TFT wwilll compllete (private land cirediit-readly riparian restoration projects in the Bear Creek watershed. Volume of Iproject siites wwilll Ibe dependent on City funding avallabiillty and timing. 3. TFT will)draft, in coordllnatlon with City staff, a lessons learned and cost comparison documenit a rticWatlng the primary dlff ereinces and cost lim pacts associated with the two approaches. 4. Outreach strategy summary. 5. As needed peirm,iit support. 6. Dev&lopi and iim pleirnent f iirst stages of the veirlficatioin Ipirocess whine still Ipireservling maximuirn credlit life for the City's comphance Iperiiodl, and gain DEQ approval of the process. Phase 2 Not to Exceed Amount! $753,515, Ilnclludes 572,,465 for private s,iite impleirnentatJon and early establiishmient costs through the first two years, (iniclu6ng all TFT costs); $174,000 in projected TFT labor (wiith $34,8001 in Phiase 2(B) contingent upon City approval),; and $7,0501 iin, Ipirojected &ireict expenses, Suggested Meetiings,:� • The exact meeting schedule will be determilned after contracting, but TFT proposes participation in a �piroject team kick-off with the City at the beginning of thiis Scope of Work. • The Trust expects to schedule and lead imonithly conference calls and quarteidy in-person mieetiinigs with the City to adequately resource this innovative and compllex partneirshlp. Tlimehine�: _P 'S'l-- ---------------------Rim WI:::::MMMMMMMMM Phase 2* Tahl ar'/l(,4r S�,-ree[he Freshwater Trust' Phonii�,,,, 50Y-)I I'd efiilytax �fwww.,tl�,iiefrt�shw�,gt,,tlei,tirtist.or�g Rw 50 3 22,) 9187 agel-1,14 04,14461 'Phase 2 may start as early Gs Month 4, but could start as late as Month 7. Conclusion:: TFT has proposed thiis Scope of Work based oin its deep experience developing teimpeiratuire crediit trading �pirogiraims for can Water Act compliance in Ciregoin.At the con6lusion of thiis Scope, all pirograim design steps wiH have been completed,the City wlill heave seveiral project siites corniplleted, and TFT and the City will heave identified the irespective roles, respionsibiilltles, costs and impilcationis of further implementing sites on both pubhcly- and privat6ly-owned land'. Contact for next steps�: TFT looks fforwardl to workinig with the City. Please direct questions,comments and adldlitions to: Tiim Wigingtoni Denis Reich Attorney, Finance Director Southern Oregon Programs Director 503-222-9091 x41 503-222-9091 x49 timi@tlhefreshiwatertrust.org 503-213-0692 d�en is@,thief res himatert rust.org )II ahl Tar'/l(',,4r sl �,-reet The 1r7 r t ai0 (Y)I 0 �o1G�w ax FreshwaterTrust' �fwww.,tll,iiefrt�shw�,gt,,tlei,tirtist.or�g Rw 503 22,) 9187 age I The Freshwater Trust Tlli�e IfmrhwatrTrut is 5�011(c)1( not-for-profit rgairiization, t.l°i ru,g n,g tlhe COlUirse i iia r ctivell r works to preserve coil rise v�3fln~ 4m aria rerA re OUr freshwater ec st ms. Senior it r r Directors r hour Policy S,pecialis r ry r hour Legal Analyst $1,10 per hour Servicesr hour ..............................................................................................................................................................__________________________________________________________________________. r hour Monitoring/Fiel r hour Communi s r hour Fieldc i it r hour Invoice/Administration $55 r *While some raf The Freshwater Trust's pralncy specialists are Iliiceinsed attorineys, The Fireslliwater Trust 01111Y provides Ipolicy analysis and not legal advice to its clients. Trust*Freshwater Tr w .,th fr s tt,'r s , r Page 115 of 499 Exhibit E Page 116 of 499 700�,NV I'avlot Y r�,,c i�c '200 TH E ooi FRESHWATEK TRUSTwww.theE-estiwa,tertriist.org 2025 Billing Rate Sheet President/Mce President $280 per hour Senior Director $220 per hour Director $190 per hour Policy Specialist $175 per hour Protect Nhnager $160 per hour Sensor Analyst $160 per hour Analyst $150 per hour Field Ecologist $140 per hour GIS Analyst $135 per hour Nbnitorn'ig/Field Staff $120 per hour Communication s/De siizii $115 per hour Field Technician $110 per hour hivoice/Ailmillis trat ion $80 per hour `INNI'lile sonie of The Freshwater Trust's policy specialists are licensed attorneys,The Freshwater Trust only provides policy analysis and not legal advice to its clients, The Freshwater Trust is a 501(c)(3)nonprofit organization that protects and restores freshwater ecosystems.Using science, technology and incentive-based solutions,we're changing the course of conservation on a timeline that matters. Page 117 of 499 CITY OF ASH LAND WATER QUALITY 'TRADING PLAN Regulatory Back ground Supporting Trad'ing in Oregon Over the last fifteen years,Oregon has led other states in utilizing innovative methods such as water quality trading to comply with the Clean Water Act(CWA). In 2001,the Oregon Legislature directed the Oregon Department of Environmental Quality(DEQ)to develop ai water quality trading program in the Willarnette River.' In 2003,the U.S. Environmental Protection Agency(EPA) also published its water quality trading policy (2003 EPA Trading Policy),which describes how point and nonipoint sources can participate in market-based approaches to meet water'quality standards at a reduced cost.This policy supports water quality trading as a flexible approach to achieving water quality and environmental benefits that would otherwise not be attained under traditional regulatory approaches.The 2003 EPA Trading Policy explicitly endorsed trading for nutrients and sediment loads,,and noted that other constituents can likely be traded if the trades have "the potential to improve water quality and achieve ancillary environmental benefits."' Foilowing the 2003 EPA Trading Policy, in 2004, DEQ issued a permit to Clean Water Services(CWS)that allowed for trading of thermal credits generated frown riparian shade projects to assist two publicly owned treatment works(POTWs) in achieving NPDES permit compliance, and that allowed for the POTWs to generate thermal credits by releasing cold water from an upstream reservoir in order to satisfy the permittee's thermal obligation. Based on this applied experience, in 2007 and again in 2009, DEQ developed an Internal Management Directive (IMD) meant to help agency staff structure trades in NPIDES permits.This expanded,guidance coincided with additional guidance from EPA, including a 2007 toolkit for permit writers. In 2011, DEQ issued a permit to the City of Medford that allows for thermal trading between Medford's POTW and nonpoin:t sources that create thermal credits through riparian shade projects. After ten years of experience with trading in the state, DEQ sought to formalize the lessons learned on trading. In 2013, EPA Region 10 joined water duality staff from Oregon, Idaho,and Washington,as well as other stakeholders, in a series of interagency workshops,to study the existing water quality trading policies, practices, and programs from across the nation.The ultimate goal of this"Joint Regional Recommendations on,Waiter Quality Trading" (JRR) undertaking was to build on lessons from other trading programs and make recommendations that would ensure future trading prograrns had "the quality, credibility, aind transparency necessary to be consistent with the Clean Water Act." The end result of this endeavor was a non-binding recommendations document meant to help foster the efficient and consistent development of robust trading programs in the region."This effort was then taken to the national level through the "National Network on Water Quality Trading",which ultimately produced an "Options and Considerations" document outlining the major items to consider when developing a trading program.' Based in large part on the knowledge gained from these experiences,Oregon began crafting water quality trading regulations in 2014. In December 2015, after a year of comprehensive deliberation and stakeholder engagement, the Oregon Environmental Quality Commission (EQC) unanimously approved water quality trading rules (OAR 340 Division 0139),which clarified the basic requirements of a viable trading program in Oregon. in March 2016, shortly after the EQC adopted the water quality trading rules, DEQ updated its IMD to complement the management directive and the changes brought about by the new rules. The following trading plan proposal for the City of Ashland is consistent with the rules and the intent of the updated 2016 water quality trading IMD. OR.RFV.STAT,§4681B,555 2 J'S. EPA,Water Quality'rtading Policy,68 Fed,Reg,1608, 1610(Jain, .13,2003),avallable at https://www.gplo.gov/fdsys/pkgj'FR-2003- 01-13/htrnI/03-620.hLrn, "Wiflarnette Partnership The FrpshwaterTrUst,Draft Regibnal Rpcornirnendations for the Pacific Northwest on Water QualfityTrading (2014),available al 11 Ltp://wil la rneLte part nersh i p,org/our-stor ies/regionall-recom mendation s-water-qti a Hty-tradl ng/. 4 National Network on Water Quiahty Trading,Building a Water%tality l'rading Program.Options and ConsideiraU01115(2015),aVailUMC at http://wlVlarnettepartnersiiip.orf,,/wp-content/uplloads/2015/06/BL]ildingaWQTProgram-NNIWQT.pcif. t. Page 118 of 499 II Consistency with Water Quality Traiding Purpose and Policy OAR 340-0 9-0001: PURPOSE ANID POLICY "(1.) Purpose.This rule implements ORS 46813.555 to allow entities regulated under the Clean Water Act to meet pollution control requirements through water quality trading.This rule establiishes the requirements for water quality trading in Oregon. (2)Policy.The Oregon Department of Environmental Quality may approve water quality trading only if it promotes one or more of the following Environmental QuaHty Commission policies: (a), Achieves pollutant reductions and progress towards meeting water quality standards; (b) Reduces the cost of implementing Total Maximum Daily Loads(TMDLs), (c) Establishes incentives for voluntary pollutant reductions from point and nonpoint sources within a watershed; (d) Offsets new or increased discharges resulting from growth; (e) Secures long--term improvement in water quality; or(f) Results in demonstrable benefits to water quality or designated uses the water quality standards are intended to protect." Ashland's water quality trading pl[an is consistent with several LQC policies articulated in the rule. Ashland's trading plain helps,to establish voluntary incentives for nonpoint sources to reduce thermal loading within the Bear Creek watershed.' in addition, unlike traditional technological solutions for treatment facilities, the restoration investment underlying Ashland's water quality trading program will appreciate over time into a self- sustaining solution, which helps secure long-term improvements in water quality. Moreover, in addition to creating cooler, shaded spaces in the river for fish,Ashland's trading Solution will directly advantage beneficial uses in the Watershed by supporting the recruitment of large wood that supports salmonid spawning, rearing andl migration habitat.' In addition to these benefits, Ashland's trading plan is also likely to, improve functional habitat for macro invertebrate life, provide year-round shading of the waterbody(beyond the time periodis when the restored ecosystem will provide shade credits), help minimize nutrient inputs, result in some floodplain restoration, and help control erosion,8 In addition to promoting several of the EQC policies articulated in the rule,Ashland's trading solution will likely help to foster a sustainable local economy.9 Riparian plantings require a local workforce (excavators,operators, equipment suppliers, contractors, and maintenance and restoration professionals), plant stock and supplies are typically purchased from local nurseries,and project site leases provide an important incoinne stream to local landowners.On average, 62 cents of every dollar spent on restoration has been shown to stay in the local rural economy,and every$1. million spent on riparian restoration creates approximately 23 jobs."'D In addition,trading yields energy use savings compared to technological solutions that require energy to operate—which reduces the release of airborne greenhouse gas pollutants and also aligns with Ashland's climate mitigation and adaptation goals." 5Ashland expects that some portion of its projects will be installed on private nonpoint source land,Ashland enviisions that those landowners will be incentivIzeld to participate In the program through financial mechanisms,incilludiing lease payments. 61 he solution is""self-sustaining"because,for example,when a mature tree naturally falls(Itself an ecosystem-libenefiting event),ripairlan vegetation and/or a,inother tree will naturally grow In Its place,thus allowing the solutilon to function even in the absence of human intervention--something that is not possible fur built solutions that require maintenance to function over till me. 71viontgornery,D.R.,Collins,B.D.,Buffington,J,i&Abbe,T.S.Geomorphic effects of wood in rivers,37 Ecology and Management of Wood In World Rivers,21-47(2003). 8 See M.D.Tomer&M.A.Locke,'the Challenge of Documenting Water Quality Benefits of Conservation Practices:A Review of USDA-ARS's Conservation Fffects Assessment Project Watershed Studies,64 WATER SCIFNCE&TECHNmo(w 3010,303(2011)(noting nutrient and erosion bei Of buffers);Scott W.MIller et aL,Quantifying uwfacroinvertebrate Responses to M-Slreani Habitat,Restoration:Applications of Meta-Anolysis to River Restoration,18 RESTORATION ECOLOGY 8,8(201,0)(noting benefits of heterogeneous riparilan habitat). OT-y or AsHLAND,CLIMATm &ENERGY ACTK.)N PmAN(Jan,.201.7). "I Nielsen-Pincus,M.,&Moseley,C.The Economic and Employment Impacts of Forest and Watershed Restoration.21(7)Restoration Ecology,207-214,212(2013). 11 CiTyoi:AsHLAND,Ciimmf&ENFR(w AcnON NAN(Jan,2017),In addition to reducing greenhouse gas emissions,restorallon advances the City's goals of becoming carbon neutral and Increasing the local ecosystem's resiliency to climate change,See also OTY Or ASHLAK,i CompRmENSIVE WATER MASTFR PLAN(Apr.2012). 2 Page 119 of 499 Consistency with Water Quality Trad'ing Objectives 0M 340-039-01003:WATER QUALITY TRAD I NG 0 BJ ECTIVES "Water quality trading authorized under this rule must: (1) Be consistent with anti degradation policies; (2) Not cause or contribute to an exceedance of water quality standards; (3) Be consistent with local, state, and federal water quality laws; (4) Be designed to result in a net reduction of pollutants from participating sources in the trading area; (5) Be designed to assist the state in attaining or maintaining water quality standards; (6) Be designed to assist in implementing TMDLs when applicable; (7) Be based on transparent and practical Best Management Practices (BMPs) quality standards to ensure that water quality benefits and credits are generated as planned; and (8) Not create localized adverse impacts on water quality and existing and'designated beneficial uses." (1,2, 4)Anti-degradation& Net Reduction in Pollutant Loading;Oregon's anti degradation policy is found in OAR 340-041-000,4.ads stated in the 2016 Oregon water quality trading IMD, Oregon's anti-degradation policy generally prohibits the lowering of existing water quality." in the 2003 EPA Trading Policy, EPA states that it "does not believe that trades and trading programs will result in 'lower water quality' as that term is used in 40 CFR§ 131.12(a)(2), ...when the trades or trading programs achieve a no net increase of the pollutant traded and do not result in any impairment of designated uses.1113 In line with the 2003, EPA Trading Policy, the 20,16 water quality trading 11VID, instructs DEQ staff to ensure that trades are designed to result in a lnet reduction of pollutants in the trading area as required in OAR 340-039-000�3(4), in addition to ensuring this outcome,as described in the next subsection, it will be necessary to avoid localized impacts to designated uses. (8)Avoidance of Localized Impacts on Fish: The cold wa!ter protection criteria in the Oregon water quality standards restricts the amount of warming above ambient conditions during spawning use periods. Because threatened salmonid species inhabit Bear Creek and the water body is designated as critical habitat, the cold water protection criteria in OAR 340-041-0028 11) apply.According to the 2008 DEQTemperature Water Quality Standard implementation IMD,the cold water protection criteria must be met at the location of the nearest physical spawning habitat downstream of the outfall, not at the edge of the mixing zone. With the proposed relocated outfall into Bear Creek,complete mixing with the receiving stream flow is expected before the thermal pluirine reaches downstream spawning areas." Moreover, DELI~can only approve Ashland's potential trading prograini if Ashland's discharge does not cause thermal plume impacts on salnnonicls prohibited under OAR 340-041-0053(2)(d)."According to draft analysis completed by CH2M Hill,Ashland's discharge has the reasonable potential to violate the spawning impairment portion of the thermal plume regulations."'Even with the proposed outfall relocation, CH2M determined that there is a reasonable potential for Ashland's discharge to still exceed the spawning impairment thermal! plume Or,Dep't of Envti,Quality,Water Quality Trading Internal Maniagen-rent Directive,at 9(Updated Mar,31,2016),available at http://www,deq.state,ar.us/wq/ptibs/tmds/WQTradinglMD.pdf. 13'rradiing IIMD,at 9(cluoting U.S,EPA,Waiter Quality rradir,ig Policy,68 Fed.Reg.at 1611). 14 Or,Dept of Envtl,Quafity,Temperature Water Quality Standard implementation—A DEQ Internal Management Directive,§3.8(2008),available cat http•//www,deq.state.or.us/wq/pLibs/imds/Temperattjrp,,Ipdf, 15 Ci Hill,Ashland WW 11101 Relocation Study,section 4.43(August 2017). 11,See OR.ADMK RutEs 340-039-0003(5)-(6). 17"Temperature mixing zones and effluent limits authorized under 340-041-0028(12)(bi)will be established to prevent or minlri the following adverse effects to saly-nonids inside the mixing zone:(A)impairment of an active salmoOd spawning area where spawning redds are located or likely to be located.This adverse effect is prevented or minimized by limiting potential fish exposure to,temperatures of 13 degrees Celsius(55.4 Fahrenheit)or more for salmon and steelhead,and 9 degrees Celsius(48 degrees Fahrenhelt)or more for bull troi (B)Acute dmpairrnent or Instantaneous lethality is prevented or minimized by limiting potential fish exposure to temperatures of 32.0 degrees Celsius(89.6 degrees Fahrenheit)or more to less than 2 seconds);(C)Thermal shock caused by a sudden increase in water temperature is prevented or rninii by limiting potential fish exposure to temperatures of 25,0 degrees Celsius,(77.0 degrees Fahrenheit)or more to less than 5 percent of the cross section of 1,010 percent of the 7Q10 low flow of the water body;the Department rnay develop additional exposure flrn0ig restrictions to prevent thermal shock-,and(D)Unless the ambient temperature is 21.10 degrees of greater,migration blockage is prevented or minimized by IlmiLlng potential fish exposure to temperatures,of 21.0 degrees Celsius(69.8 degrees Fahrenheit)or more to less than 25 percent of the cross section of 100 percent of the 7Q10 low flow of the water body." Is CH2M Hill,Ashland WWTV outfall Relocation Study,Section 4.4.3(Auguist 2017), 3 Page 129 of 499 regulation at the beginining and end of spawning period under current operatiori As such, in order to cornply with these ireg,ulations and as,a prerequisite for engaging in temperature trading as part of its compliance portfolio, Ashland Must address this potential projected near.-field therma I exceedance through either direct effluent cooling or effluent flow diversion away frorn the receiving stream. Ashland has evaluated a wide range of options for meeting,expected temperature limits in its next NPDES permiit, including, relocation of ti City's WWTP outfall from Ashland Creek to Bear Creek,treatment wetlands,th-ne-appropriate cold water reservoir releases,andl efflluent dispersion. Ashland intends to UtiliZe some combination of these near.-field actions to satisfy the anticipated thermal pllum�e regulations and can then use riparian shade projects to fulfill the portion of its pernnit obligation remaining after completing near-field iniprovemeints," ,(3)Consistent with local,state, and federal water quality laws:The proposed trading program is consistent with Oregon's anti-d egraclation policy, locaiized impact regulations,the Bear Creel<watershed temperature TMIJL, baseline regulations (described in detail later in this proposal), and the Oregon trading rule, In addition, all project work will be completed in accordance with applicable local, state,tribal and federal permit requirements. When the trading plain is incorporated into Ashland's KIRDES permit,the expectation is that it will be done so consistent with the Clean Water Act. (5,6)Designed to,Assist Statein Attaining Water Quality Standards and Implementing a TMDL The. 21007 Bear Creek watershed temperature TMDIL allocated Ashland a wasteload allocation (WLA)of i above the applicable criiteria in Ashlain:d Creek as well as at the Ipolint of maximum impact."Ashland expects its discharge to exceed its thermal WILA(as well as its therma!l load limit, once iit has a thermal limit in a reinewled NPI)ES permit). Ashland plans to rely on trading,among several other solutions,to address its thermal WLA exiceedance.Therefore, trading is designed to assist Oregon in implementing the Bear Creek temperature TMDL, which outlines the informational pathway to attaining temperature water quality standards." (7)Based on transparent and practical BMPs quality standards:The proposed BMP quality standards are described later in this proposed trading Iplan. J. 1. 3. 11 CH2M Hill,Ashland Wwri OULU Relocation Study,Section 4.4.3(August 2017). 20 Pre-peirmit shade projects will in no way violate cold water criteria or thermal i regulaLlons.]herefore,this regulatory cluster will not appIV to the CIty until Ashland recelivies a thermal limit in its NPDES pern'lit,and the trading plan is incorporated Into its permit. 21 Or.Dep't of Eilivtl.Quality,Bear Creek watershed Total Maximum Daily Load,Section 2,Temperature-,TMI)i at 46(2007), 22 TMD"are "Primarily informational tools"that"serve as a link in an lirrialernentation chain that includes federally regulated point source.controlls,state or local plans for point and nuni source pallutaint reduction,and assessment of the Impact of such measures on water quality,all to,the rind of attaining watp.rquallity,foals for the nation's waters."Prori v,WSW,291 1,3d 1123,1129(9th Gir. 2002). 4 Page 121 of 499 Eligibility OAR 340-039-0015: ELIGIBILITY Ashland!: is eligible to trade as a NPI DES permit holder,'13 As described in the following trading plan section, Ashland's proposed temperature trade is eligible, The Bear Creek watershed is water quality limited for temperature issues related to the salrnonid fife cycle,"and so is an eligible waterbody where trading may occur-, As described in the Proposed Trading Plan section of this document,the BMP proposed by Ashland for credit generation is quantifiable and have BMP cluality standards." Proposed Trading Plan The following subsections describe how Ashland's proposed trading plan aligns with each of the required components of a,trading plan, as described in OAR 340-039-0025(5).To better assist in explaining how these components fit together,this proposall describes soirine of the -0025(5) requirements out of order. OAR 340-039-0025(5)(A):TEMPERATURE TRADING Pursuant to the trading rule, a trading plan must identify "the parameter for which water quality trading is proposed," The trading rule authorizes trading for temperature.2'Ashland's trading plain is designed to help meet its temperature reduction obligation. OAR 340-039-0025(5)(C): TRADING AREA Pursuant to the trading rule, a trading plan must include a "description of the trading area including identification of the location of the discharge to be offset, its downstream point of impact, if applicable,where trading projects are expected to be implemented, and the relationship of the trading projects to beneficial uses in the trading area,"Tirades should occur within the same watershed or area covered by a TIVIDIL to ensure that the benefits of trades affect the same waterbody where the discharge is occurring."A trading area must encompass "a watershed or other hydrologically-connected geographic area, as defined within a water quality management plan adopted for a TMDL, trading framework or trading plan,A trading area must encompass the (location of the discharge to be offset,or its downstream point of impact, if applicable, and the trading project to be implemented.09 Trading areas must also be consistent with TIVIDL water quality management plans(WQW), where they exist.30 Trading areas may be established in water quality trading frameworks," In summary,Oregon rules reqluire that a trading area: 1) identify the location of discharge to be offset, 2) identify a downstream poinit of impact(if applicable), and 3) describe the relationship between trading projects and beneficial uses. In addition,the trading area 4) must encompass,a watershed or other hydrologically-. connected geographic area, as defined within a water quality management plan adopted for a TMDL,trading framework or trading plan,and 5) must also be consistent with TMDL water quality management plans(WQMP), where they exist. Consistent with these requirements, Ashland proposes a trading area that encompasses the whole Bear Creek watershed, upstream of the confluence with the Rogue River. Ashland's proposed trading area would encompass Ashland's discharge and the point of maximum impact identified by DEQ in the Bear Creek temperature TMDL.12 The proposed trading area also has a strong relationship between trading projects and beneficiali uses in the watershed. Because the Bear Creek watershed 2�3 OR,ADMIN.Ri 34,0-039-0015(1,), 24 OR AD'MiiN.Eli 340-0390015(2), as Oir.Depi't of EnvtI,Quality,integrated Report(2101.2),available at NittlD://www.deqstaite.of,.us/wcl/i�ssessmen:t/'rpt2Ol2/t,esuIts,asp, 26 See sections in proposed tradiing plan on OAR 340-039-0025(5)(d),(f). 21 OR.ADMIN.Fairs 340-039-0015(2)(a), 28 U.S.EPA,water Qi Trading Policy,68 Fed,Reg,at 1,610.OAR 340 039-0040(l), 2,9 Ofi.ADMIN.RULES 340-039-0005(S), 30 OR,ADMIN.1340-039-0035(2)(Lirading areas must be consistent with any applicable'l MDL water quallty management plan). 31 OR.AomiiN,Rut fs,340-039-01335(l), 12 01% Dep't of E rivtl.Qua Hty,Bear Creek Watershed TIM IDL,Section I I;te rT)perature.,at 45,fig. 11.and 12(21007). 5 Page 122 of 499 is(listed for temperature impairments related to cold--water species life stages,"'riparian revegetation trading projects such as those proposed by Ashland would be directly linked to improving conditions for temperature- based beneficial uses. The trading area covers the watershed/hydrologically connected area covered by the current Oregon temperature TMDL for the Bear Creek subbasin.This proposed trading area is also consistent with the Bear Creek TIVIDL water quallity management plan (WQIVIP):thie Bear Creels TMDL WQMp,34 speaks to better management of riparian areas, as well as habitat improvement for salmonids—both of which will be aiff irrinatively addressed in Ashland's trading plan., OAR 340-03l9-0025(5)(D): BMPS Pursuant to the trading rule,a,trading,plan must include a "description,of the water quality benefits that wlilll be generated,the BMPs that will be used to generate water quality benefits, and applicable BM::P quality standairds."A BMP is defined as"in-water or land-basied conservation, enhancement or restoration actions that will reduce pollutant loading or create other water quallity benefits. Bi iinclude, but are not limilted to, structural and nonstructural controls and practices and flow aUgmentation."3s A BMP quality standard must include "specifications for thie design, implementation, maintenance and performance tracking of a particular BIVIP that ensure the estimated water quality benefits of a trading project are achieved, and that allow for verification that the IBMP is,performing as described in an approved trading plan.""' The i that will be used to generate water quality benefits under Ashland's trading plan is riparian restoration in the Bear Creek watershed trading area. Riparian restoration will block thermal loadiinig iin:to the Bear Creek watershed (see next subsection on Credits fair more detail an the calculation methodology).The BMP quality standard proposed by Ashlland for riparian restoration projects will include the following components: 0 Sites will be designed, impleirriented, monitored,verified and tracked consistent with Willamette Partnership February 16,2016 Performance Standards for Riparian Revegietation(Exhibiit A to this proposed trading plan)."Sites will be legally protected for the duration of the credit project life (e.ii private leases,or appropriate encumbrainces if on publicly owned laind). 0 In accordance with maintenance plans developed at the outset of credit projects, sites will be visited regularly for maintenance,especially in early "establishment" years. During site establishiment, rinininium maintenance on most sites wili usually include one spring ring spray, one summer mow or cut and one fall spot spray. In irrigated riparian areas,with water rights, irrigation may be an appropriate option during the first several years. Initer-plainting may also be needled.Once a site has become established, maintenance activities will continue, but will! likely occur at less frequent intervals. 0 Details oin,the performance tracking and verification aspects of Ashland's proposed BMP quality standards are described below in the subsections corresponding with OAR 340-1039-0025(5)(G) verificatiolin,avid (H)tracking/reporting. OAR 340-039-00251'5)(F): CREDITS Pursuant to the trading rule, a trading plan must'include a "description of the credits needed to meet water quality-based requirements of ain NPUFS permit or 401 water quality certification, including: (A)Quantity and timing:The number of credits needed and any credit generation millestones, including a schedule for credit generation; (B) Methods used: How credits will be quantified, including the assumptions and inputs used to ,'13'1 proposed olutfall loication in Bear Creek are designia,ted foryear-round salmion and trout migration and rearing use per OAR 340- 041-0028(4)(c),Figure 271A,and are designated for spawning use during October 15 through 115,pp.r OAR 340-041-0028(4)(a),Figure 271B. 14 Oit AumiN,RULB340-039-ii(notingthait trading areas miust be consistent with any applicable"i Mi water quality management plan).cl Dop't of Fnvtll.Quality,Bear Creek Watershed Total Maximum Daily Load,ch.11,WaterQualfity Management Plan(2007), available at http://www.dp.q.state..lnr,lri.s/W(k/TM DLs/do�(,s/rogiu(,t)asin/middle roglue/bea rcreek/trnd ch p2wqnnp.1pdf. 35 OR.Aii 1340 039-0005(1). 36 OR.ADMIN.RULEs 3,110-039-0ll '17 Willamette Partnership,Performance Standards for Riparian Vegetation 1(2016),amilable at littp://willamettepartriersfiiip.org/wp-- coin tent/uploalds/2,014/06/11>erforrna nce-Stds-for Rip Reveg_2016 02 16.pdf, II 16 Page 123 of 499 derive the number of credits; and (C) Duration of credits:A description of the liengthi of time credits are expected to be used. Quionitity sand Timing:The calculation of Ashland's likely credit�need and timing is a three-step process: 1)i calculate maximum projected thermal load exceeclances for each period of concern in a year; 2) determine which portion of those exceedances will be addressed via trading;and 3,) apply programmatic iratios. First, Ashland must identify its maximum projected excess thermal load exceledance(s) throughout the year.A facility's thermal exceeclance is equal to: (Facility Excess Thermal Load)—(Excess Thermal LoadiLimft),or ETL— ETILL,where • ETL= (Flow effluent i X('C effluent—'C Tanveratura C38)1 riteria x(Conversion Factor) • ETLL— (Flow iiiverms)+ Flow awt"inq f,))x(HUA") x()Conversion Factor) Ashland has calculated mointhly exceeclance values tic) ensure that the therinnal benefits produced ini that Maximum projected exceeclanice time period are largely repiresentative of benefits that might be generated during other lesser exceedaince periods. Second,Ashland must determine what portion of those monthly exceedances are going to be addressed byr. trading. Ashland is evaluating multiple poitential changes,to facility operations to address both i and far-field thermal impacts, Ashland's Clutfaill Relocation Study Ihias evaluated the current and projected future thermal loads discharged from the Ashlaind WWTP as well as other potential opitions available to address projected excess thermal loads throughout the year,40 Based on observed waiter temperature and flows,in Bear Creek i(representinig monthily critical conditions),the biologically based numeric criteria,and its wastieload allocation, Ashland calculated the ETL exceeclances for different time periods throughout the year baised on projected 2040 facility design flows." A portion of these projected monthly lexceedances will be addressed through near-field upgrades at or near the facility's discharge.The Olutfall Relocation Study analysis has identified actions necessary to address the facility's near-field thermal knipacts,and how dealing with those near-field impacts will change the amount of excess far- field thermal loads that need to be met via trading. Based on this evaluation,, expected changes necessary to address the inear-field limitations will reduce projected maximum ETL exceleclances during the May I—May 14 and October 15—November 14 periods(these chainges to the maximum IETL excesses are noted in Table 1), is �i. 38 In Northwest Environm entail Advocates v.EPA(NWEA 11),the Oregon federal district court set aside KC as a standard,holding that It unlawfully supplanted the.BBNC In violation of 40 C.F.R.§131.11(b)(2).Nw. Fnvt1I.Advocates v.U.S.Envd.vrotecticin Agency,855 F.Supp.2d 1199,12V(1).or.2012).Removal of the i from Oregon reg,ullations leaves Oregon with the biologilcallily baqPd numeric criteria(BBNQ temperature standard.Therefore,the BBW temperature criteria applicable to Bear Creek must be used to callculate Ashland's ETL 39 01R.ADMIN.RULES 340-041-01028(12)(bi)(B),Dw regulations allow for a human use allowance(1110A)In setting temperature permit limits, providing that Insignificant additions of heat are authorized by(7FCi In waters that exceed the appkabile terniperaLure cirlteria.This addition is known as the "humain use allowance"(I Ii The calcui of a HUA differs depending on whether a TIVIDL exilsts fora waterbody.The court sin NWEA H explicitly upheld the legality of the RUA provision.855 F,Supi at 1218,note 8. 40 C112M IIIIII,Ashland W'WTP OLrtfal1I Relocation study,Section 4(AUi 2017). 41 Cii Hill,Ashiland WWTP Outfall Relocation Study,Section 4,'Fablip 4-12(August 2017). i. Page 124 of 499 Table 1. Projected,maximum excess thermal loads (ETL)and ETL exceedances under monthly critical conditions using 2040 design flows. The values presented in the table have been taken from the Ashland WWTP Outfall Relocation Study(Table 4-12)and adjusted based on direction from Ashland where noted to reflect the impact of the changes to effluent characteristics as a result of adjustment to meet the facility's near field requirements, Jan 15—Feb 14 13 0.3 N/A ................ Feb 15— Mar 14 13 17.9 13.5 ..................... Mar 15—Apr 14 13 22,0 18.1 -------------- Apr 15—Apr 30 1.3 7'2�5 65.2* ........................................................... .. ................ May 1—May 13 725 28,8** ......................... May 15—Jun 14 18 31.8 24.6 Jun 15—Jul 14 18 56.4 50.7 Jul 15—Aug 1.4 18 67®4 59.5 ................. Aug 15—Sep 14 18 68.2 65.0 ................................... Sep 15—Oct 14 18 49.9 48.2 --------------------------------------- .............. Oct 15—Nov 14 13 63.0 8,4 Nov 15— Dec 14 13 44.2 41.5 ---—---------—----------------------- Dec 15—Jan 14 13 13.6 9.7 Apr 15—May 14 period split into two periods. No changes were made to the maximum ETL excess values,however,It is expected that measures used to address near-field impacts will also be used to reduce the maximum ETIL excess during this period. Maximum projected ETL for this split period was reduced to reflect measures that will be implemented to meet near- field irequilirements, *** Maximum projected ETL for this period reduced to reflect measures that will be implemented to meet near-field requirements. As noted in Table 1,there are two periods where the largest rnaximurin ETL excesses are projected to occur:April 15 to May 14 aind August 15 to September 14—both have ETL excesses of approximately 65 milltion I<cal/day. During the April to May period, the discharge from the facility has an associated near-field impact, in addition to a far-field ETL excess.Ashland's expected: near-field actions are expected to reduce the remaining far-field ETL excess during mid-April to mid-May. The Outfall Relocation Study quantifies the reduction in the May 1-14 ETL excess(which is expected to be 28.8 million I<cal/day after accounting for near-field changes), but at this time, the change to the April 15-30 ETL excess has not been quantified. Given the expected reductions in the maximum ETL excess from April 15 to May 14, and the fact that the variability in thermal benefits from riparian shade from mid-April to mid-October is low (which rneans that selection of one period will not significantly over- or under-represent other exceeclance periods in terms of shade potential),"the period with the greatest maximum IETL excess that must be addressed through riparian shade is from August 15 to September 14(Table 42,The projected maximum ETL excess shown accounts for the HLJA and the direct reductions in ETL required at the point of discharge to address near-field effects,some portion of these maximum E IrL exceedances will be addressed through extending the periods of operation for measures used to address near-field impacts,such as reservoIr cold water releases and effluent cooling using constructed wetlands,through additional perlods needed to complement the riparian shade ETL contributions,Simillar to riparian shade,the thermal benef its from these measures vary throughout the year.Accordingly,Ashland will ensure that the ETL exceedances are addressed at all times using a portfolio of solutions, 11 The thermal benefits that can be generated by riparian shade vades.throughout the year.As such,it is irripwLant to ensure that the thermal benefits rnodeled from,planting projects will be generated at the same time as potential thermal impacts caused by the facility discharge.In this instance,the variabillity in thermal benefits from riparian shade from raid-April to rnid-October is low.Based on work completed by The Freshwater Trust for Ashland,the,potential thermal benefits available in the Bear Creek watershed from April 15 to May 14 are only 17%tower than in the August 15 to September 14 period.In addition, is noted in the table,Ashland expects that some or all of its projected April/May exceedance will be addressed via the actions taken to address near-field irnpacts. Page 125 of 499 1)�As such,this represents the likely exceedance that will be addressed via Ashland's trading plan,as well as tile period for which thermal benefit Values wiill be quantified and measured against. Third, programmatic ratios must be applied to the maximum projected exceedance so as to ildentifythe tolta I credit need for that period. In this instance,65 million kcal/day of need from riparian shade projects has been identified for the August 15—September 14 period,As discussed below,Ashland proposes applying a temporal lag ratio to this"base" exceedance. Methods Usied:Ashiland will estimate thermal benefits"from riparian restoration projects using version 8 of DWs Shiade-a-lator model.Shade-a-latior is a module of the Heat Source model,"a stream assessment tool used by IDEQ. Heat Source was developed in 1996, as a Master's Thesis at Oregon State University in the Departments of Bioresolurce Engineering and Civil Engineering. D,EQ currently maintains the Heat Source methodology and software.Ashland will use an additional tool to complete the moldelinig: TTools.TTools is an ArcGIS extension,that is also used and maintained by DEQ.1-Tools is used to,sample geospatial data and assemble high-resolution inputs necessary to,run the Heat Source model. To determine the potential reduction in solar loading(e.g., thermal benefits)that result from riparian planting projects,Ashland will compare current site conditions"(the solar load that reaches the surface of the strearIn under current conditions)to a future conditions scenario that aSSLJMeS vegetation conditions (tree height and canopy density) at maturity(described later in this subsection).The difference in the incoming solar load (expiiressed in kilocalories per day) between,the two scenarios represents the net thermal benefits generated from a riparian revegetation,project. The modeling process for each scenario at a site will include multiple physical characteristics of the credit site, incliuding:the upstream and downstream boundaries of the modeled stream reach, water surface area (based on the wetted width of the stream), local topography, bank slope,stream orientation, and geograiph,ic location (latitude and loingitude).All of the parameters representing these physical characteristics of sites will be assumed to be the same in the current condition and future condition scenarios. The future conditions scenario incorporates the v,egetaition conditions(tree height and canopy density)expected under the post-impleimentation conditions. Based on,available information, Ashland will apply a future condition scenario for Shade-a-lator modeling to reflect the anticipated future vegetation conclitjorS.4' Planting plans are expected to include a high diversity of native trees and shrubs that will contribute to, riparian ecological function and stream health.Ashland will base the vegetation parameters of the future conditions scenario on other "The term thermal benefit refers to the reduction in thermal loading.In this analysis,tlhermall benefit!is due to a reduction in incoming sonar radiation that results from the iffilplementation of a revegetation project.Thermal benefits relpresent the expected environmental benefits from implementing an action.The environmental benefit provided by a Project serves as the folundation of a water quallty credit;however,the environiniental benefits are not always fully"usablIe"as water quallity credits.That is,not all of the water quality beriefits from an action can necessarily be claimed as offset credits to meet compliance obligations.This is because there may be uncertainty about the undprperformance orfailure of a restoration project,oiroffier uncertain factors in the watershed,As a result, trading policies typically set aside sorne porHon of a project's measured or modeled water quality benefits to account for uncertainty in the form of a ratio or discount factor.See National Network on Water Quai!Rffradling,Bluilcling a Water Quality Trading Program:Options and Considerations(2015),available at from http://willamettepair-tnership,otg/wp-conteii:t/uploads/2015/06/Buiidin:gaWU'Prograirn- NNWQT.Ipldf. 41 Boyd&Kasper,Anallytical Methods for Dynarnic Open Channel Heat and Mass Transfer:Methodology for the.Heat Source Model Version 7.0(2003),avaflgble,at http://www.deg.state.ar,tj-s/wq/TMDI.s/tools.htm.DEQ has posted this doWrTleflt on its website as a resource for generally describling the math and assumptions used in 11 leat source,while the document explicitly covers Heat Source version 7(and therefore Shade r lator version 7),the math and assumptions in version 7 are mostly die same as versilon 8,and so DFQ considers thus document appropriate for Summarizing both versions 7 and R. 46 Multiple input dataseLs are used to characterize the,current conditions at a potential project site..Aerial photography or light detection and ranging(LiDAR)data will be used to establish current conditions and to highlight the potential riparian areas available for project implementation.]his process,involves digitizing the areas of Interest, evaluating the current vegetation conditions,and then modeling the current,pre-project Incoming thermal load.These conditions are incorporated jinto a modelling scp.inarlo that quantifies the Incoming solar load that ireaches the surface of the stream given the current vegetation conditions. 47 The characteristics of the future conditions that are represented by the imodel parameters are the future vegetation height and future canopy density,in the Shade-a later imodel,the canopy density parameter represents the lateral attenuation of solar radiation as It passes through the riparian canopy. Page 126 of 499 trading planting projects in the Rogue River Basin and reference site surveys, including the riparian revegetation projects implemented for the City of Medford's water quality trading program in the Rogue River Basin. Some overstory species planted at riparian revegetation trading projects in the Rogue River watershed have included: big leaf maple (Aker mocrophyflum), black cottonwood (Populus trichocorpo), ponderosa pine (Pinus ponderosa), and white alder(.Alms rhorribifolia).Therefore, if a project includes this species rnix,the future conditions Shade-adator parameters would use mature tree heights for these species and associated density values based on system potential vegetation for the Bear Creek watershed identified in the Bear Creek temperature TMDL modelling." Depending on the species mix at a particular site, the specific Shade-a-lator parameters might be different, but in all instances, those parameters will be consistent with the system potential vegetation characteristics associated:with the species planted at a site. For both scenarios,the model then calculates the sun angle every 25 meters(these calculation points are referred to,as "nodes") along the center of the modeled stream reach fo'r every model time step(once per minute).At each node, the mo,de,ll calculates the total load of incoming solar radiation by considering the physical characteristics surrounding the node and the characteristics of the vegetation present on the strearnbanks(Figure 1).The difference in the incoming solar load (expressed in kilocalories per day) between the two scenarios represents the net thermal benefits generated from a riparian revegetation project. solar Path Vegetation Height Distance Figure 1:A cross-section schematic of the physical characteristics included in Shade-a-lator modeling. When the sun angle is less than 0,,o,,e a//incoming solar radiation is blocked by the local topography. When the sun angle is greater than ef.),all incoming solar radiation reaches the surface of the stream. When the sun angle is between Onone and 01,1i the vegetation present attenuates a portion of the incoming solar radiation. As Figure 1 shows, the sun angle is a key parameter in the Shade-a-lator model.As Such,the tirne of the year also affects the Sun angle and the associated incoming solar radiation that reaches the surface of the stream. The time of the year also affects the length of the day, and thus the overall total potential incoming solar 0 Oir.Dept of Envtl.Quality,Bear Creek Watershed TMDL,Chapter 1,at 34(2007)(discussing the relevant tree species associated with system potential vegetation).Height and density model parameters are described in Appendix A to the temperature TMDL or.Dept of EnvtI.Quality,Bear Creek Water-shed TMDIL,Appendix A.Bear Creek Watershed Temperature Assessment,at 1G-1.8(2007),Ashland proposes to use a density value of 75%for the time periods within the growing season,from May 15 to October 14,to irefflect a full tree canopy,A reduced density value of 50%is appropriate to represent the canopy conditions in the sprhig,(April 15 to may 1.4)before full leaf:-out and in the fall(October 1.5 to November 1.4)before full leaf-drop.A density value of 10%k appropriate to model winter conditions when riparian shade is primarily provided by evergreen species. 10 Page 127 of 499 radiations. Due to these two factoirs, the modeling tirne period is a key model!, parameter. As described above,the period with the greatest maxinnum, ETL excess that must be addressed through riparian shade is from AlUgLlSt 15 to September 14(Table 1)i,and so Ashland proposes calculating thermal benefits from projects during this period so that the timing of a facility's potential excess thermal load aligns with the period of benefit from a niparian rievegetation project. CredirOuration. Credit duration, commonly known as credit life,refers to the "length of time credits are expected to be used."19 Thiis refers to the period between when a credit becomes usable as an offset and when the credit is no longer valid.Credits are considered valid for use after the restoration action has been implemented and verified as functioning. Because Ashla rid's proposed water quality trading,program will be implemented usiinig actions that take time to realize full benefits, restoration projects must be as effective and durable as alternative technology solutions.Therefore,verification and ongoing monitoring and maintenance of project sites are integral parts of any credible trading program.The 21003 EPA Trading Pollicy provides that credits may be generated as long as the pollution controls or management practices are functioning as expected"and may be used to comply with an annual, seasonal,or monthly NPIDES permit limit once they have been generated."Oregon, rules also require that the tirading plan i how credits are quantified,taking into account the unicledying assumptions and inipuits used to derive the credit quantities." In addition,the 01iregon rule definition of a credit identifies the need to specify the period of tirnie over which water quality benefits will be generated," For the purposes of this proposal,Ashland suggests both a minirnum creclit life consistent with the rules,, and the appropriate start date for the credit life. With respect to a minimum credit life,the City of Medford program uses an average 20-year credit life, protected by long-term (leasehold Interests in the nonpoint source properties where the restoration occurs."Clean Water Services likewlse uses a minimum 20-year credit life in its temperature management plans"Consistent with thie 2003 EPA Trading Policy and these previous program precedents in,Oregon, Ashland' proposes that the credits it produces from riparian,vegetation projects have a minimum 20-year credit life,With the option to extend those credits beyond the minimum life for as long as the shade sites continue to function as expected.This approach, is consistent with the miniMLIM period for which these projects are expected to function,'s and the 2003 EPA Trading Policy. With respect to an appropriate start date, because credit life defines how long credits can be "Used" and Ashland will not need to ruse credits for compliance until it has a new permit,Ashland proposes that the credit life of any(pre-permit projects begin,on the date Ashland receives its renewed NPIDES permit.The proposed minimum 20-year credit life would not start when the project is implemented or initially verified, but rather when Ashland gets a permit, and starts using the credits from those sites to comply with thermal load limits in its perimit. For projects implemented after Ashland receives its,now thermal load permit l'imit,the project life and credit life would both start on the date of initial project verification. 49 OAR.AomllN.RULEs340-039-0025(5)ffi(C). S"U.S.EIIA,Water Quality Trading lVicy,68 1"ed.[leg,at 1611 "off.ADMIN.RULES§340-039-01025(5)(f)(IB). 52 OR.ADMIN.RULEs§3410-039-0101051(3)(",Credit:A measured or estimated unit of trade for a specific pollutant that represents the water quality benefit ai water quality trading project generates at a location over a specifled period oftime,above baseline.requirements and after applying trade ratios or any other adjustments.")(emphasis added). sra See Or,Dep't of Envtl.Quality,City of Medford National Pollutant Discharge FilimInation System Waste Discharge Permit,No.100989 (Dec.13,2011)0-city of Medford,Medford Regional Water Reclamation Facility Thermal Credit Trading Progrann Plan,aL 9(2011), available at http://www.deq.state.or.Lis/wq/trading/docs`/iMedfoi,dTherma[Tradiirig.pdf, 54 Clean Water Services,Thermal Load Managernent Plan,available at httpis-,//www,(-'ie.anwate.rs(-,irvilcp.,s,�org/imedia/1479/t�eniperature- maniagemen L-pla n.pd f,PDF(February 28,2005). A twenty year credit life is likely under-representative of the lifetime and values expected from a hpallthy,diverse,fuincflonal riparian forest.See i Ihilli IRonli,et al.,A Review of Stream RiestoiaLioirt'l'e(li�,iiqLjes and a I Rerarchical Strategy for PirloiriflAng Restoration in Pacific Northwest Watersheds,22 NORTH AmmicAN JOURNAL or Asnmirs MGMT. 1,1 bl.16(2002)(noting that while it usually takes 5,20 years for riparian restoration to achieve response.,the benefits of riparian replanting are expected to extend 10-50+years,with a medium to high probability of success). iunlike most iflVCStments,the restoration investment underlying Ashland's water quality tira(hing program will appreciate ovicirtlirne Into a self•sustainlng solution,and so the,site will)likely continue to function beyond the 20-year credit life. Page 128 of 499 OAR 340-039-0025(5)(B): BASELINE Pursuant to the trading rule,a"trading plan must identify any applicablle regulatory requirements from OAR 340-039-0030(l)that apply within the trading area and that must be implemented to achieve Ibaselline requirements."Credits can only be generated from Ibest managerneint practices (BMPs)that result in water quallity benefits above trading baseline requiirements. Baseline is included within the trading rule to ensure that credits are not used to meet a regulatory obligation by more than one entity at any given time,"The 2003 US. EPA Trading Policy states that"pollutant re�ductions[should be] greater than those rq euired by a regulatory requirement or established under a TMDL."�.' In developing its rule, Oregon,went one step furthier and specifically defined "trading baseline" as the"puflutant load reductions, BMP requirements, or site conditions that must be met under regulatory requirements in place at the time of trading project initiation.""Regulatory requiremients that are plotentiallly applicable to trading projects include requirements stemming from NRDE5 permits, Oregon Department of Agriculture agricultural water quality management area rules, Oregon (Board of Forestry rules, federal management plans or agreements between the state and a federal agency,CWA section 401 certifications, local ordinainices,tribal laws or rules, compensatory mitigation projects, or any requirements derived froini a TMDL by designated management agencies responsible for TM DL implernentation.'9 Therefore, when Ashland 'initiates a new trading piroject, it will assess and document whether any of the baseline requirements described in the rule affirmatively apply to sites, and explain how these potential Roguie- specific baseline requirements apply(or not) to each individual site. If affirmative requirements do apply to BMP sites, baseline BIMPs can be linstalled or deductions to site thermal benefit totals can be made to einsiure that credit is not hieing taken for actions that otherwise are already required by these regulatory requirements. If no baseline obligations exist at the proposed trading project,the baseline obligation at these sites would be equal to current conditions.As part of credit verification,Ashiland will evaluate each site to ensure that site-specific baseline requirements have been identified and considered in credit calculation. Below is a current overview of how the current potential sources of baseline listed in the trading rule might apply in the proposed trading area: j. (a) NPDES permit requirements Ashland's permit does not require riparian restoration.There 7are no 1 m its federal or state temperature technology-based effluent Himits (TBEI-s) —----------------------------------------- - -—-__ (' Rules issued by Oregon Inland Rogue Agricultural Water Quality M a nage ment Program Department of Agriculture for an Rules, OAR 6103-095-1400 et seq. OAR 603-0915-144i)(3)(a): "(a) agricultural water quality Agriciultura I management of riparian areas shall not impede tile management area under OAR development and maintenance of adequate riparian vegetation to chapter 603 division,0195 cori water pollution, provide stream channel stability, moderate solar heating, and filter nutrients and sediment from runoff.. (b)This condition is not linteinded to prohibit iriparian grazing where it can be done while managing for riparian vegetation required in OAR 6013- 1095-1440(3)(a)." [in addition, landowners Must avoid excessive soil erosion (OAR 603-095-1440(2)), unnecessary returns frorn surface irrigation return flows (OAR 603-095-1440(4)1) and discharge waste ({BAR 6013-0195-14401(5)). If a potential site is actively impeding the development and maintenance of adequate riparian vegetation,,or associated with any of the other prohibited conditions, such a practice would need to be --------------------------------------sto-pp�ed-before-credit-co-ullid-be-generated'-from-that-site. ------- OR.MwN,RUILES 340-039-0040(2)-(3), WU5.EPA,Water Quality4radhig Poky,68 Fed,Reg,,at 1610. 58 OR.AD¢MIN.RUILES 340-03,9-0005(6)(emphasis added). 59 OR.ADMIN,RuLL5 340-039-00M 12 Page 129 of 499 _ I c Dulles issued by Oregon Board of Will be appillled if/when forestr zoned sites are considered forµ Forestry under OAR chapter 629 implementation. divisions 6110-680 (d) Requirements of'a federal land These will be considered on...._ a c:asle-by--case basis. Would not apply � managerment plan, or an unless recruited site is federallly or state owlned. agreement between a federal ageincy and the state (e) Requirements established in a Would only apply if Ashland is purchasing credits from lainid managed Clean i Water Act Section 401 water by an elntity subject to a 401 certification. If such an entity is quality certification engaged as a potentiial seller of credits, Ashland will review the entity's 401 certification to ensure that the thermal benefits are not required by the certification. (f) Local ordinances Jackson County. Land w ev,Ord,. §&6.4(A)(2015)10: existiinig j vegetation aind tree cover"will be retained" on land within 75 feet of the top of the Rogue River bank and within 50 feet of any Class 1 I or 2 streams,except in certain narrowly prescribed, regulator- approved situations, including where non-native vegetation may be removed if being replaced with native vegetation.The City of Ashlalnd"s land use ordinance includes similar requirements to protect riparian areas, but does not affirmatively require restoration except when offsetting construction activities in ,protection zones. City of Ashland Land Use Ord.§ 18.3.11 (2017),"Similar provisions j ____ ____ _. exist in,the Phoenix, Oregon Land [Dev. Code 8.7.2 (2017)5 (g)Tribal laws, rules,or permits Nolne that Ashland is aware of as a.general (,matter, but will ccanfiirrn ____ ___ __— .. y site basis. i h Othelr applicable rules affecting Noiine th.. on site-by-site )--- IPIp � g at Ashland is aware of as a general matter, but will coinfiirm f nonpoint source requirements on site-by-site basis. (i) Projects completed as part of Ashland will be acting pursuant to its NPIDES permit obligations, not compensatory mitigation,or a suppllemiental environmental project(SdEP)i or settllement. If a projects required under a permit or potential project site its already hosting a CWA 404 or SEIP project, approval )issued pursuant to Clears Ashland will have the burden to demonstrate the proportion of the Water Act section 404,or a C17W'A 402 trading site that is additional. i sulpipllemental environmental project used to settle a civil) penalty imposed under OAR chapter 340, j division 012 or the Clean Water Act (j) Regulatory requirements a INLANID ROGUE BASIN LocALADviscrlRY COMM.&OR. DIFP'TOFAGRIC., designated management agency INLAND RoGUL AGRICULTURAL WAFER IQUALIITY MAN'AUMEM AREA PLAN 12 establishes to comply with a IDEQ- (May 2010)63 ("Agricultural activities that eliminate the possibility of issued TMDL, waterquality natural regeneration of trees and shrubs along waterways are not rnanagement plan or another allowed. ... (N]ear-stream riparian management [is limited] to '. i water pollution control plan seasons and practices that enhance growth of grasses,shrubs, and adopted by rule or Issued by order trees canopy....'"). �under ORS 468R.015 or 46813.110. This document can be found here:Iiittps://jacksnncnuntyor.orf*,jds/PDr's"?IFintryid.37677, (,'Thisdncurnentcan be found here.Ihttp://w ww.t:odikpuh'lushtii�),g.coim/(Ott/Ashland/thI/LandUse/18.,3.l1.htinl4l8.3.11.11f). 62`t'hrs ducuiment can be found here: lnttp://wwww.pIloerrixore,goti.,gov,/sines/default/toies,/fileattachments/bLr illdirng/planning/page/354/pidc,pdf,. 6�1 This docuimu5nt can lain faundl here: http://wwaw.elregun.gov/O DA/shared/Docuirnents/Publications/NatoirallR(1.SOurc,es/'VniandRogueAWQMAreaPllan.pdf. i 13 i Page 'lit}of 499 I IF OAR 340-039-0025(5)(E):TRADING RATIOS Pursuant to the trading rule,a trading plan must include a "description of applicable trading ratios,the basis for each applicable trading ratio, [including underlying assumptions for the ratio, and a statement indicating whether those ratios increase or decrease the size of a credit obligation or the number of credits generated from an individual trading project."The Oregon trading rule requires the use of at least one ratio in a trading plan,and a description of the assumptions,underlying the ratio decisions.61 Trading ratios are "a numeric Value used to 4. adi�lust the number of credits generated from a trading project, or to adjust the number of credits that a credit user needs to obtain,"'The 20,07 LPA trading tooNit suggests that ratios,may be necessary to address a nurnber of factors such as delivery, location,equivalency, uncertainty,and retirement.'6 Oregon's water quality trading rule notes that trading ratios may be used to,account for attenuation of water quality benefits, BMP uncertainties,other types of risk, time lag, priority area incentives,or credit retirements. Depending on the BMP(s) implemented,the applicable ratios)will change.To date, in Oregon riparian shade restoration trading programs, DIEQ has approved a 2:1 trading ratio to account for the time Ic1g.1 Based on the 20-year credit life associated with these projects,this ratio is meant to account for the temporal lag in thermal benefits between planting(Year 10)and when the planted trees reach full shadle-prod uci ng heights (Year 20).The logic suppoirting this ratio is meant to track riparian vegetation growth cluirves. For example, a growth curve"8 for Black Cottoinwood i(Popu'lus trichocarpa)—a natives ecies regularly planted by riparian restoration practitionersli in Oregon that has a growth pattern representative of riparian plantings in the area—shows that with,average regional conditions, Black Cottonwoods heave grown to 9 feet tall after just one year; 23 feet tall after five years, 43 feet tall after ton years;and 81 feet tali after twenty years.'9 So by year 10, approximately half of the anticipated future thermal benefits will have been achieved at the site,which supports use of a 2:1 ratio.The mix of species and height cllasses at a particuiar site makes identification of an exact ratio difficult,and so the 2:1. ratio attempts,to generally convert overall growth trends and timelines into an administrative mechanism. Ashland proposes the use of a trading ratio for time lag in its trading plan. Specifically,for the pre-permit period, Ashland proposes use of the typical 2:1 time lag ratio, but requests,reevaluation of the ratio applicable to these pre-permit sites when its peri is being renewed. Many of Ashiland's potential project sites are on narrow stream reaches,meaning that a few years of successful growth could result iin;meaningful shade production much earlier than on wider streams.The 2016 water quality trading IMD contemplates potential ratio reductions associated with taking early action. "[L]ower ratios are appropriate if the permittee is limplementing RMPs well In advance of the anticipated compliance obligation or if water quality benefit is delivered in advance the credit is needed of when .07'Accordingly,at the time of permit renewal, Ashland requests that DEQ consider , a lower time lag ratio for these pre-pleirmit sites based on the actual performance of those sites. 1. Jr In addition,Ashiland's projects may be located in priority areas, as'identified In OAR 340-039-01043(2)(g), As such, at the time of perm,it renewal,Ashland may also propose ratio considerations related to priority area site implementation. 71 OR,ADMIN,RULLS 340-039-01025(5)(ie). OR.ADMIN.IRULES 34003900135(10) 66 U.S.EPA,Water QualltyTradfrig Tool klt for Permit Writers,30-32,EPA 833-R-07-004(Aug.2007,up dated June 2009)("fhere is not set iiniiit foir how li a trading ratio can be.Trading ratios depend on the specific circurristances in the.watershed"). 'Se e Or.Dep't of IEnvtl.(luality,City of Medford National pollutant Discharge Elimination System Waste Discharge Permit,No.100,985 (113,2011),availoble art littp://www.idp.q,statp,.or.us/wq/trading/docs/Ml edfordNpdp--sPermit.pdf;or.Dept of Envtl.)Quality,Clean Water Services National 111ollutant Discharge Elimination System Watershed-based Waste Discharge Permit,Nos.101141,1101,112, 1.01143,101144 and MS4(draft Apr.2016). 68 Growth curves(aka.site iindex curves)are established through observation and measurement of species growth,over time,given specific site conditions.See U.S.Forest Service Pacific Northwest Research Station,PNW-RN-533,Site Index Equations and Mean Annual Increment Equations for Pacific Northwest Research Station Forest inventory and Analysis Inventories,1985-2001(2002). f19 E13.Peterson et al.,i Ministry of Forests,Black Cottonwood and Callsam Poplar Managers'IHandbook for i Columbia,Forestry Canada,at 46 available:at lhttp://www.for.gov.[)c.ca/hfd/pubs/doics/Frr/F;,r250.1,lttn. 7(1 Or.Dep't of Invd,Quality,Trading lMD at 20. 14 Page 131 of 499 OAR 340-039-0025(5)(G): MONITORING Pursuant to the trading l a trading plan rnUSt include a "description of the following: (A) Proposed methods and frequency of trading project IMP monitoring; and (B) Proposed methods and frequency of how water quality benefits generated Iby a trading project will be,monitored," In addition, an entity that engages in trading must submit an annual report that includes all of the elements described in OAR 3140-039-0017(3). Ashland will submit an annual report that includes alf of the elements described in OAR 340-039-0017(3). In addition to submitting that annual lmonitoring,report,Ashland proposes a monitoring schedule,that is consistent with the Willamette Partnership's February 201.6 riparian addendum to its General Crediting Protocol (document described in detail in section on BMP Quality Standards)."Consistent with that protocol,a specific combination of the following three types of monitoring approaches,will hie applied throughout the life of each riparian restoration project to ensure that the project continues to function as expected as it relates to the performance metrics identified in the document: 1) Quantitative monitoring: project developer implements vegetation monitoring protocol by sampling random plots on site; implements,repeat photo monitoring at full set of on-the-ground camera points; reports on full suite of performance standards. 2) Qualitative monitoring:on-site, rapid, but standardized, qualitative review of site condition and progress toward performance metrics accompanied by subset of repeat photos from on-the-ground camera points used in quantitative years.The same set of camera points will be repeated in all qualitative monitoring years. 3) Remote monitoring: remote sensing information to provide visual evidence that site still exists; e.g., a current year aerial image or LiDAR taken during growing season to document site persistence. To remain consistent with Willamette Partnership approaches,Ashland proposes to monitor sites according to the schedule in Table 3: Table 3, Dispersal of monitoring and reporting approaches over the fife of a project, Quantitative Monitoring V' Qualitative Monitoring V I/ ............. Remote Monitoring12 Quantitative Monitoring .............................. .................— .. .... .................. .............. Qualitative MonitoringI/ V/ Remote Monitoring V In addition to this standard proposed site monitoring, if projects are,damaged by causes beyond the reasonable control of the City (e.g., wildlife,flood,vandalism), Ashland Iproposes that it will report thiat damage to DEQ. Ashland proposes reporting such incidents to DEQ within 90 days of learning of the damage, and that such a report would include: 1) a description of the event, including an assessment of the damage; 2) a plan foir addressing the damage (niaturail restoration and/or active replanting of the site would be allowed if continued maintenance of the site is expected to provide a reasonable potential for the long term restoration of the shading function of the site in an ecologically appropriate manner; replacement with an alternative site or sites, 11 Willamette Partnership,Performance Standards for Riparian Vegetation(2016),available at http://W ilia rnette pa rtne rshl p,o rg/wp- conteiit/uploads/2014/06/Performance-Stds-for-Iiiip-fteveg_,2016-02-16,pdf. ?2 In the event that remote information is riot available for a monitoring year designated for remote Monitoring,the qualitative monitoring approach can instead be used for that year.If this occurs,a later year designated as irlt.mlitative monitoring may be monitored remotely so long as that change does not result in more than two consecutive years of only rernote rnonitoring, 15 Page 132 of 499 could also be pursued); and 3)a schedule for implementing the rernediation plan. IIf this trading plan is later incorporated into Ashland's WDES permit,Ashland proposes that damiage to a project due a cause beyond the reasonable control of the City should not in and of itself be considered a vi6latlon of its permit,and that credits frolim damaged project sites shoulld remain valid so long as Ashland demonstrates to DEQ that the sites will be restored or alternative solutions will be implemented within a reasonable tirreframe.This suggested approach is consistent'w"Ith the approach outlined in the City of Medford's permit." OAR 3410-039-0025(5)(H):TRADING PLAN PERFORMANCE VERIFICATION Pursuant to the.,trading rule,a trading Ipllan must include a "description of how the entity will verify and d0CUrnent for each trading project that BM Ps are coinforming to applicable quality standards and credits are generated as planned." The Oregon trading rules require that an entity using trading verify and document that BMPs conform to quality standards, and that the credits are tracked and made available for the public.'To be consistent with the Oregon water iquality trading rule,Ashland will pursue a verification approach consistent with the Willamette l Partnership's standards for verification.'' Specifically, after a site has been implemented,a third-party verifier will conduct a full verification, review, including administrative review of the site's eligibility,tochinical review of credit calculation, and confirmation via a site visit that a project has been implemented consistent with the 13MP quality standards included in this trading plan. 'Until!;a site is"'established" (around project Year 5),verifiers will review moinitoring reports and attest that the site does not appear at risk of failure.At later milestones in the project(speciifiically Years 5, 10 and 15), a third party verifier will confirm that the site is continuing to mature and develop on a trajectory that is materially consistent with the ais built site and quality standa,irds. Ilnl the years between these milestone verifications,verifiers will continue to review annual monitoring reports and provide attestation that the site does not appear gat risk of failure. At the close of a project's full life,a third-party verifier will conduct a final verification, iniclluding a review of orig,inallly estimated credit calculation versus a final credit calculation, a comparison of Iplredicted Year 20 site conditions versus actual Year 20 site conditions, and an on-site visit to confirm that Year 210 quality standards have been met. OAR 340-039-002,51(5)(1):TRACKING AND (REPORTING Pursuant to the trading rule, a tirading plan trust include a "description of how credit generation,acquisition and usage will be tracked and how this information will be made available to the public." Transparency is critical to a credible trading program,Therefore, in addition to completing monitoring(as described above), submitting annual compliance reports and completing performance verification, Ashland will post credit inforrTiation on a publicly accessible website, Iregistry, o�ir tracking tool it) order to disclose project site-and program-level content and project successes. As evidenced by other ecosystem service program tracking tools around the country,"there are several models for hosting this*information, including,use of a 73 Or.Dept of Fllvtl.duality,City of Medford National Pollutant Dlscha rgre Ellmi nation System Waste Discharge.Permit,No.100985', Schedule 13(7)(b)(v)(Dec.13,2011), 74"Credits may be used for compliance with NPID,ES permit requirements...once implementation of IBMPs has been verified as consistent with appItcalbip.BMP quality standards according to CiR.ADMIN.Rua's 340-039-0025(5)(1h)."OH,ADMIN.RuiFs340-039-00401(5)," 75 W111faMette Partnership,Ecosystem Credit Accounting System Third Party Verification protocol Version 1.0(2009),available at littp://williamettepartnet"shi[).oi,g/pubilications/. 16 Environmental credit trading programs have used several approaches to track program progress,Mark1t,an environmental credit registry,is one such portal for project Information. I he Electric Power Research.Institute(EPRI)tracks the Ohio River Basin Nutrient Trading Program through Mar1kit(https://mer,niarkit.com/hrrpg/pLibIlic/orb/index.jsp?s=cp),as does The City of Medford with Its temperature compliance,program managed by"Mie FreshwateirTrust (littps:Hlproducts.rnarkit.corii/brreg/public/iindex,jsp?entity=holdlirig,&name-&s,taindarctld=&lunit,Ctass-&sort-account—iiame&dir-7ASC&st art:--450).The Cafifornia Air Resources Board(CARB)uses ai password-protected market tracking systern called Compliance Instruirnient Tracking Systern Service(CITSS)to track and manage GHIG credits (littp://www,arb.ca.gov/cc/capandtrade/riiarkettr,ickingsystf,ini/markettrackingsystem.lhtm).SOx and Wx trades completed Pursuant the federal Clean Air Act Must be.registered In an EPA-managed database.that serializes credits,EPA,Air Markets Program Data, 16 Page 133 of 499 third-piarty registry, registration on agency website, or a hosted registry/tracking,tooll. For programs that involve restoration actions that last decades,a single location that serves as a clearinghouse for site-specific information—including project design documents, annual photo points, monitoring reports, and project performance information—is useful for both DLQ and external members of the public.Ashland will ensure than: 1) individual thermal benefits and transactions are accounted for and can be tracked, 2) program implementation progress can be tracked,and 3)sufficient information is provided related to iindivlidual project site trajectory (i.e.,annual monitoring reports). OAR 340-039-0025(6)-.ADAPTIVE MANAGEMENT Pursuant to the trading rule, a trading plan must include a "descriptiolin of how rn oinito ring and oither information may be used over time to adjust trading projects and under wheat circumistainces,"'Significant program amendments may require public review and comment, but other small changes will fall under the scope of adaptive management." Ashland recognizes the importance of long-term maintenance and monitoring of projects in order to ensure overall trading program,specific project success and ecological improvement in program areas.The three-tiered monitoring approach described above will allow for programmatic tracking and evaluation of progress toward thermal benefit needs.The multi-decadal timieframe of the anticipated trading prograim necessitates the ability to adapt implementation, maintleinan ce, monitoring, and performance tracking practices to reflect new knowledge, technology and information as it emerges.As technologies,, BMP implementation, and monitoring practices evolve, it is expected that more efficient approaches or better knowledge about sources and methods to achieve program goals,will also develop. To adapt and limlpirove the program:overtime,Ashland therefore proposes a five-year adaptive management cycle. A filve-year review cycle provides a regular opportunity to review available data from the previous years of implementation, maintenance, and irnionitoring,and to incorporate new technologies and lessons learned through Ipirevious implementation cycles into BMP quality standardls and guidelines, as well as mcnitoring, maintenance,and performance tracking protocols., Periodic review also affords transparency and quality control. A review period of five years is recommenclied to allow enough time to properly evalu�ate: 1)progress toward overall programmatic goals, as well as 2)the effectiveness of maintenance approaches and monitoring protocolls. Data on restoration projects,while limited, also suggests that there is the potential for substantial time lag in measuring the ecological effectiveness of watershed restoration,, and so a five-year window provides more flexibility to,appropriately colilect and analyze these data. it http://ampid,epa.gov/asnlpd/.The MWMC and Medford use.Markit to register Its SRF pilot program sites—to track and report on progress toward achieving,program goals,as well as to confirm that projects are in place and rneefing quaftystandards for Implementation. In the OtV of Medford pernilt DEQ notes that"significant arnendments Include changes in trading ratio,types of trades or trading rnetrics(for eXdrnpl(-,addition of an activity to a ripairian shade re�storation program that provides�cooling or prevents heating lbut is not measured using a shading metric),or changes to trading parameters(for example,addition of nutrients to a thermal load credit program)."DEQ notes that"DFQ approvall and public review is not re aired for trading agreements,specific project sites,or minor amendments to the prograrn pirovided they are.consistent with the overall direction and objective-s of the permittPe's DEQ-approved ,credit trading program."Or.Dep't of Envti.Quality,City of Medford National Pollutant Discharge Elimination system Waste Discharge Permit,No.100985,schedule 1)(7)(a)(i)-(il)(Der;.13,2011). 17 Page 134 of 499 Use of SRF IFlunds to Generate ' ater Quality Trading Credits, OAR 340-,039-0040(4): FINANCIAL ADDITIONAL,ITY Ashland received a iClea n Water State Revolving Fund(SRF) Sponsorship Loan from DEQ in 2013.As stated in its application,Ashland intended to use a portion of the SRF funds to implement riparian shade projects to help it comply with its expected therrna I load firnits.Ashland's intent to use SRF funds to reimburse expenses aissociated with implementing, stewarding and monitoring temperature credit projects is relevant in two ways., financial addlitionality,"and project reimbursement eligibility. Many trading programs, includling Oregon's, include restrictions meant to ensure that the enviroinirriental benefit secured through the sale of a credit is in addition to what would have occurred without it, The Oregon rule specifically states that "credits generated under an approved trading plan may not include water quality benefits obtained with, public conservation funds.""Therefore,the type of money used to purchase or develop credits does matter. Fortunately,the Oregon, rule explicitly defines SRF loan funds as not being "public conservation funds"", meaning thiat trading projects funded by Ashland with these funds do not run the risk of violating Oregon's financial additionality obligations." `11 To be.additional,thermal benefits used to meet Ashland's thermal load e,xceedance should be generated from BMPS funded by arid Implemented by,of on behalf of,Ashland,BMPs that are currently funded by another source of"public conservation funds"are not considered financially"additional"because they are already occurring.Because these actions would have occurred in the absence of an Ashland trading program,Ashland could not track aniy of these benefits to count as offsets against its therryfal load excleeclance.Federal, state or local cost-share funds(e.g,,"public conservation funds")may be used to supplement BMfs that are being funded by Ashland or to help meet baseline obligations,However,public conservation funds cannot be used to generate thermal benefits that would count toward meeting AshIland's ETL excess.In the event that public conservation funds are used to supplement a thermal henefit-geneirating restoration project,it Would be Ashland's responsibility to demonstrate that no public conservation funds were used to generate thermal benefits, ""'014 :ADMIN.MxFs 340-03,9-00410(4), 80'OR.AD MIN.Ruas 340-039,0005(4)("Public Conservation Funds:Public funds that are targeted to support voluntary natural resource protection or restoration.Examples of public conservation funds include United States Department of Agriculture(USDA),cost share programs, United States Environmental Protection Agency(EPA)section 319 grant funds,United States Fish and wildlife Service Partners for Fish and Wildlife Program funds,State Wildlife Grants,and Oregon watershed Enhancement Board restoration grants.Public funds that are not considered public conservation funds include:public loans Intended to be used for,water quality infrastructure projects,such as Clean Water State Revolving Funds,USDA Rural Development funds,and utility sewer storm water and surface water management fees.")(errIphasis,added). 81 EPA regulations are silent on this particular Issue,However,the 2014 statutory amendments to the Clean Water SRIF program suggested a strong Inclination toward green infrastructure.Relevant to green infrastructure investment under the SRF program,the 2014 Water Resources Reform and Development Act(2014 WRRDA),Pub.IL No.113-121,128 Stat.1.193(7014),expande di the list of eligible projects,requires utility recipients of SRr loans to certify that the utility"has sellected,to the maxiInuni extent practicable,a project or activity that rnaximizes the potential for efficient water use,reuse,recapture,and conservation,and energy conservation..."and updated the SRF definitions to incorporate by reference the definition of"treatment works"to include the acquisition of land"that will be an Integral part of the treatment process"and for construction. 18 Page 135 of 499 V WILLAMETTE PARTNERSHIP Performance Standards for Riparian Revegetation February 16, 2016 INITRODUCTlON The following is,intended to serve as revised performance standard's(Section 1)and recommendations(Appendix A)for riparian restoration projects generating credits under the Willamette Partnership Ecosystem Credit Accounting System.The original standards were developed through collaboration with riparian restoration experts in the Willamette and Rogue Basins and have since been applied in those watersheds, as well as Oregon's John Day and North Coast watersheds,The standards have continued to evolve between their first application in 2011 and presently in 2016.Through that time,additional input and review was solicited from entities that operate throughout Oregon representing expertise in agricultural production, riparian restoration, and mitigation. In 2015,Willamette Partnership engaged in robust discussions regarding!, how to more efficiently achieve a high level of confidence regarding riparian site condition through the use of revised performance standards,The metrics in this performance standard were selected to achieve four key criteria: 1)Science-based and credible;2) Transparent and replicable;3) Efficient and practical to apply;and 4)Applicable to a range of environmental conditions. is These revised performance criteria have been informed by reference site data from higher-quiality riparian forests, in multiple watersheds across Oregon, representing a range of ecoregions and precipitation patterns, Metric selection was also informed by experience monitoring credit-generating riparian revegetation projects in accordance with Willamette Partnership's 2011 draft riparian performance standards, review of relevant literature,and comparison to other riparian revegetation monitoring standards and programs, Documentation for the revisions iincorporated herein is available upon request..Alternate criteria will be considered where supported by robust documentation of reference site conditions. L PERFORMANCE STANDARDS FOR RIPARIAN REVEGETATION PROJECTS GENERATING CREDITS A. DEFINITIOM5 Canopy Closure': Canopy closure is an upward-looking point estimate of the coverage of a forest canopy, and may be measured in the field with a spherical densiometer(allso called a mirror,optometer)or by analyzing upward- looking hemispherical photographs. Page 1 Page 136 of 499 Cover(or Absolute Cover)'. Cover is a downward-looking measure of the percentage of the ground surface covered by living plant leaves and stems. Areas not covered Iby vegetation are counted as unvegetated substrate. Total cover may be greater than 100% if species are present lIn multiple strata(i.e., tree, shrub and herbaceous layers). ,Cover(Canopy): Absolute cover as viewed from above tree height. Cover(Native Shrub and Vine): Absolute cover as viewed from beneath tree Iheiglht. Hydrologiic zone:52: Hydrozones,or hydrollogic zones, are areas of relatively homogenous flood frequency,water table height, patterns of water transfer, and other hydrological characteristics, particularly those that affect pllants. Invasive Species- A plant species should automatically be labeled as invasive if it appears on the current Oregon Department of Agriculture Noxious Weed list,plus known problem species including Menthal pulagium (peninyroyal)and Elaeagnus angustifolia(Russian Olive), Project year: Project year is measured as the number of completed growing seasons followings initial verification,starting at O.For example, where plantinigs are installed in the winter,the following fall would be considered the beginning of project year 1, because the pllantings have gone through 1 spring and summer growing season. Sampling: Data will be collected using a standard random sampling method. Radial plots, rectangular plots,and belt transect methods are acceptable. Sh ru b3: A perennial woody plant that is usually muilti-stemmed and normally grows to heights of 16 feet or less, Trees: A perennial woody plaint, usually with a single stem or few stems,that normally grows to a height greater than 16 feet. Viine3: A twining or climbing plant with relatively long stems.Vines,may be herbaceous or woody. B. PROJECT DESdIGIN 1. A project area includes the entire area,geospatially delineated, for whiich the Project Developer seeks shade credit. Project areas must border a river or stream with perennial floW,4 2. The Project Developer shall characterize reference sites to support project design. Jennings, Brown, and SheiL 19,99.Assessing forest canopies and unclerstory illumination:canopy closure,canopy cover,and other measures.Forestry,,Vol. 11,No.1,pp-59-71 2 Chen at al.2010. CIS-based Spatial Hydrological Zoning for Sustainable Water Management of Irrigation Areas. International Environmental Modelling and Software Society(iEMSs)2010 International Congress on Environmental Modelling and Software Modelling for Environment's Sake, Fifth Bieninlall Meeting,Ottawa,Canada. 'Definitions from USDA, Iittp:/Ipl'ants.usda.gov/g,rowth__halbits.edef.lhtml, 4 The ecological value of intermittent systems and their contribution toward watershed health is recognized;however,at this time,WRIamette Partnership is not able to reflect the inherent ecological diversity in intermittent strearn systems. Furthermore,Willamette Partnership is not aware of a rnethod for developing reference sites for intermittent streams. Page Z. Page 137 of 499 a. Reference Site Selection Requirements: 1. Refeirence sites must be located within the saime Fifth Field HUC(HUCS)5 and be within 50%of the elevations of the highest and lowest anticipated project areas.1i ii. As possEle, reference sites should be consistent with the soils and/or substrate, hydrology, and geology of the project site. iii. Reference sites should sup port either naturally regenerating or esta bl ishod appropriate vegetative community within,the active riparian area of a river or stream, including the area within 75 foot of the river orstrearn, or otherwise to best reflect hydrozoines at the site. iv. 'The reference site must extend over at least 10,000 contiguous square feet (0,23 acres)and be representative of the typical vegetation and substrate. V. Reference site riparian communities must support at Ileast 5 native woody species, and trees must have an average iminimum height of at least 10 feet, unless the typical mature plaint community for the setting and substrate lis documented otherwise. vi. Total cover of Invasive species should not exceed 20%. vii. A minimum of two reference sites is irequired for each H1UC5 in which projects are located.' The Project Developer must detail its reference site search and selection protocoil, thie process it went through in seeking reforences sites consistent with all of these criteria, and note how the best suitable sites were selected. If the Project Developer is unable to find a reference site consistent with all of these criteria, Willamette Partnership will approve use of alternate criteria where justified and documented. b. Reference site data collection:The Project Developer must collect reference site data and identify site locations,as well as plots or transects,where applicable,lus,ingi GPS or CIS and a representative photo. Data from each survey must be maintained and made available upon request,and summary data should be provided in the Project Design. Data collected must include the following information for each, reference site,at a minimuim: • GPS coordinates and datum; • data collection date(s); • coliectoir iname; • percent cover of native shrubs and woody vines, by species,8 or stern density of native shrubs and woody vines; • density of trees, • Percent canopy cover or closure; • percent cover invasive woody species; it • percent cover invasive herbaceous species, • woody Iplant species list, and • invasive species list and relative abundances. The Sample Riparian Revogotation Monitoring Protocol(Appendix A. Section 3) and an associated Sample Monitoring Data Collection Form(available upon request)are provided as examples illustrating appropriate protocols for collecting data on reference conditions. Willamette Partnership understands that monitoring procedures will vary to suit the needs of each project air program. Additional examples of monitoring protocols can be found in the Willamette Partnership Stewardship and Monitoring Plan Exampie, available at http://willamettepartnerslliip.org/mairket- ---------------------------- ------ w..ww,oregon.gov/DSI,/I'FliMI"I'S/docs/hurS.pclf. 6 This rainige is Calculated as(lowest elevabon—(lowest elevation*0,5))through(highest elevation..+(highest elevation*015)). 7 Reference sites may lbe used for multiplle restoration projects within the same Fi 8 Including at least ail species with cover>5,%. Page 3 Page 138 of 499 tools-rules/water-cluality, If a, Project Developer elects to use their own protocol,it should be made available to Willamette Partnership upon request. 3. Planting a, Base plantings on reference site and professional judgment: Pllantings must be based on, appropriate plant community determined by local reference sites. It is understood that Project Developers will also take into account conditions and species present at a restoration site and utilize their professional judgment when developing a site-specific planting plan. b. Use local plant stock if available: Unless otherwise unavailable,the Project Developer should use only woody plant materials grown from seed, cuttings, or other plant materials collected from, natural populations growing within either the WWETAC Provisional Seed Zone for Conifer and Shrub Species or the EPA Level III Ecoregion"containing the project aroa(s). Seed collection at extreme elevation should be avoided. C. PERFORMANCE STANDARDS 11. Monitoring: The Project Developer shall submit monitoring reports that describe site condition, management actions taken, management actions anticipated,and overall progress toward the performance criteria below on an annual basis,or as described in the General Crediting Protocol. Sample monitoring reports are availiable upon request. 2. Performance Criteria:At the end'of the 5""", 101h, 15",and 20" project year,collected data must demonstrate that the project area meets the performance criteria shown in Table 1 below. Alternate project performance criteria will be considered where supported by robust documentation of reference site conditions. Review and approval of alternate criteria by Willamette Partnership and appropriate experts approved by Willamette Partnership should occur prior to initial project verification. I able 1, Peifounance Plantin Criteria Performance criteria Year 5 Year 10 Year 15 Year 20 EITHER: Meets or exceeds 80"Yo of the native 70%of the native Same as 1) Mean stem 1600 live native woody stem woody stem performance criteria density of native woody stems per density identified density identified for year 15 shrubs and woody acre at the end of the at the end of the vines" fifth growing fifth growing season season, OR 2) Site average for combined native Site average for combined native shrub and woody vine cover 25%, shrub and woody vine cover ....................................... ........................... ------------------- %canopy closure N/A N/A 25% or cover The USDA's Western Wildland Environmenta]Threat Assessment Center(VAIVETAC)is in Prineville,Oregon, www.fs.fed u.sv..W.wet a d..... 10 wvvw.epa., e 'i v.htm._q ed/pag, ske-coregionsAleveLdi Mean woody stern density is determined by counting all live woody stems taller than six inches(regardless of vigor)by species within reference sites.Count multi-stern species(e.g.,Symphoricarpos, Rosa)as,one stem per square foot(1`x V). Page 4 Page 139 of 499 Native trees/acre None (Dry ecoreglons)" 50 trees/acre � (Jet ecoregicins)"2 100 trees/acre Number of native woody species At least 5 native woody species present Invasive woody and herbaceous No greater than 2 P 0%cover invasive herbaceous species cover No greater than 10%cover invasive woody species Noin-native woody Take and doicuiment actions reasonably necessary to evaluate the risk posed to project and herbaceous site by non-native species,where they are problematic(e.g., Ph�alaris arundinacea cover (Reed canary grass), Hederal helix(English Ivy), Ilex aquifolium(English holly)),taking the steps necessary to control those non-native species siuch that their presence does not prevent the successful establishment and propagation of native ecosystem characteristics and functions.This includes monitoring and reporting%cover of such species." is li 12 For the purposes of this performance standard, EPA(Level III ecoregions in Oregon that are considered to be"dry"; Klamath Mountains,Blue Mountains,(East Cascades,Columbia Basin, Northern Hasin and Range. 13 FIPA Level III eroregions in Oregon that are considered to be "wet":West Cascades,,MlameLte Valley,Coast Range. 14 In particular,this standard is intended to address Phalaris arundinacea P.arundinacea was considered for inclusion as an invasive species-however,given its pervasiveness in western Oregon and the evolving nature of science regarding its role in riparian function,Willwi nette Partnership has chosen to forego development of a quantitative standard at this time with the intention to reconsider its status within the standards by 20210. Page 5 Page 140 of 499 APPEND ix :LUNTARY GUIDANCE AND RECOMMENDATIONS FOR RIPARIAN " EGETATIIC.N 1, CONSIDER TUNS FOR SUCCESSFUL.RPAPIAN IREVECaETATi ION The following recommendations are based on the experience of riparian restoration professionals from Clean Water Services in Oregon's Tualatin River basin. A. HydroLogyLConsicler the frequency and duration of water inundation and groundwater influences., Divide the planting area into hydrologic zones based on elevation and flood period. Most sites include one or more of the following planting zones with respect to hydrology during the growing season: Toe(Wet)-standing or flowing water/nearly constant saturation, anaerobic soils; Bank and verbank(Moist)- periodically saturated, anaerobic and/or aerobic soils, Transition (Dry)- infrequent inundation/saturation, if any; aerobic soils.. B. fails and substrate: Unless soils and/or site substrate is heavily compacted,tilling and disking disturb soils and are generally unnecessary for successful revegetation and may even encourage colonization by invasive species. C. We_ed nd Site Context:Consider site preparation and future maintenance needs in light of characteristics of current vegetation, Consider the current and potential influences of areas surrounding site(e.g., the introduction of propagules of non-native species)and select boundaries and all-season access points that facilitate maintenance. D. I'IantKat dais To the extent possible, all plant seed and material should be procured frorn nurseries that use sustainable practices defined by organizations hike Salmon Safe, Food' ,Alliance, NRCS,etc. NRCS Plant Materials Centersas provide resources to guide selection of plant materials. One to two-year old bare root seedlings yield excellent results at most sites, Bare root or containerized plants may be used,but the cost of transporting and planting containerized stock is typically higher. Cuttings from native Salix, Po ulus, Corpus, Spirkaea,. Lonicera,and other species can effectively supplement bare root.plantings. Salix, Populus,and Corpus sericea will be most appropriate on steep streambanks. Consider genetic diversity amongst cuttings, repeated cuttings from the same individuals may not provide the same benefits in terms of habitat and resilience in the plant community. Native grass and forb seed can help with erosion and weed control. 'Small stature native grasses are recommended to prevent excessive competition with planted trees and shrubs for moisture and sunlight, Bare root seedlings should be protected from freezing and drying during transport and planting. E. Planting_Planting in curved rows at regular spacing intervals can facilitate maintenance. Placating season with bare root plants typically lasts from late January to mid-March in Western Oregon. Fall and spring plantings are also possible if using containerized stock. Plan to inter-plant at 1 approximately 25 percent of original planting numbers in project year two. When considering pllantings in the zones bellow the ordinary high water and on point bars,take into account the geomorphic processes of the stream or river system, as plantings in this area may disrupt sediment transport processes at the site and downstream.They are also at high risk of loss from scour. F, Plant protection. Consider potential for herbivory by beaver, nutria, deer, elk and voles. Select species and orient plantings to reduce losses. In grassy areas,consider spring ring spray for vole protection and moisture conservation.Voles will not likely girdle plants unless they are under the cover of grass. In areas with beaver activity, provide sufficient food supplies(willow) near den and slide access areas to concentrate herbivory activity. Consider supplemental plant material stocking during the fall months,when beaver are most active in rebuilding structures. Some professionals choose to protect existing large trees with a m,in 4'welded wire(or higher if site floods). as Iittp://wwuw.nres.usda.gov/wps/portal/nres/'itiain/plantmaterials/pmc/ Page 6 i� i Page 141 of 499 G. M li _nance:.V'isiit site regularly. During site establishment,minimum maintenance on most sites includes one spring rind spray,one surnimer mow or cut and one fall spot spray. In irrigated riparian areas,with water rights, irriigatioin may be an appropriate option during the first two years. The need for irrigation can usurally be avoided in a typical summer with proper plant selection and placement and good grass control (e.g., moisture conservation ring spray)around plants. In some locations,a 25% inter-plant of lost plants in project year two may be more cost- effective than irrigation. I i H. Wood/ulant densitv recommendation$;_Aithough woody plant stem densities vary widely among Oregon plant cammunities, and should be confirmed through reference site data,the j recommended range for planting on Willamette Valley riparian areas is between 2,000 and 2,600 ? stems per acre. Sample formulae for calculating densities are as follows: E Tree stems = square footage of planting area x 0,01 Shrub sterns= square footage of planting area x 0.05 These formulae are intended to be used as a guide and stem density should be modified to reflect site conditions, localized reference conditions,restoration objectives, and target plant community types. For example, these values may need to be adjusted downward for low precipitation areas,local conditions may dictate planning density,or planting density may vary within the site. 2. SAMPLE REFERENCE SITE DATA COLLEC11ON PROTOCOLS i Using the Reference Site Data,Form(available upon request), collect data using a standard sampling methodology.At a iminimum, radial plats, rectangular plots, and belt transect methodologies are acceptable. I • Radial Plots: Plats located at random to represent the reference sites. Location of plots should << not be untended to maximilze or minimize any particular metric, Random plot.Vocations may be generated using CIS or other methods. Plots that fall within a stream or pond may be moved i landward in a direction perpendicular to,the stream or(pond edge. Plot relocations and unique conditions should be noted on the data forms. • Rectangular Plots: Rectangular macroplots with the long end oriented (perpendicular to the stream(aind crossings all the hydrozones). • Belt Transects„ 1m or wider(belt transacts oriented perpendicular to the stream and covering the entire riparian corridor within reference sites,as described in Roegner, C.C. et al.2008.tic Count all (live woody stems taller than 6" (regardless of vigor). Count multi-stem species(e.g., Syrmphoricarpos, Rosa)as one stem per square foot(1'x 11'). Estimate cover of native wood s ecies,� non-native woody species,eci�es invasive woad species, native y p � y herbaceous species, non-native herbaceous species, invasive herbaceous species,, and unvegetated a substrate within reference site plots or transects to the nearest 5'%. Cover its defined as absolute cover and is measured as the percentage of the ground surface covered by living plant leaves and stems when viewed from above..Areas not covered by vegetation are counted as uinvegetated substrate. Cover may be greater than 100%if species are present in multiple strata(i.e.,,tree,shrub and herbaceous layers). Indicate"r'for Trace for species,that cover less than 5%of the(plot. Reference k I ma The Project Developer should summarize reference site plot data for each program area or basin. In cases where alternate project performance criteria are being considered, thus information will help establish the minimum revegetatlion standards against which the project(s)will be evaluated by the Verifier at the errd of the fifth growing season fallowing planting. The following table provides an example. 3; to R©egner,G.C.et al.2008. Protocols for Monitoring Habitat,Restoration Projects in the Lower Columbia,Inver and'Estuary, i ,Available at.Latp,//www.pnL@ov1main pLiblicatio dgxternall/technitc ll re 2 t5�`FCII�IL�.1..' 2lpdf Page y Page 142 of 499 if it Project Developer: CoHectedby: -----------------------------------------........ HU1C 5 (10 digit): ---------------------- Number of reference sites. Refeirence:site locations 1 2 3 -Ta—t,,t6' '^e-ain'...d"'I"o-n-9-i-t-ude or address,attach map ____.................................... Elevatloni: ------------------------ Size: Number of reference plots or transacts: ----------------------- Number of native Lwoody species ............... �r en LeeLce site eh,otos:Attad photos --------- Min Nlax----------_—F-Mean --- Woody stem density/pl or transect;OR Combined native shrub and woody vine cover Native trees/acre Canopy cover or closure lal —------------- -in,vasi r v.e h r e r r b r a ceous species cover(%) Invasive woody species cover(%) 3, SAMPLE RPARIAN REVEGETATION MONITORING PROTOCOL The following method,which focuses on methods for measuring native woodysteim density and native and invasive species cover, is for informational purposes.Additional examples of monitoring protocols are available in the Willamette Partnership Stewardship and Monitoring Plan Example.17 A. Plot Size and Location Data will be collected using a standard sampling methodology.At a minimum, radial plots, rectangular plots,and belt transact methodologies are acceptable. Plots will be located randomly. Location of plots should not be intended to maximize or minimize any particular metric. Random plot locations may be generated using GIS or other methods. Plots that fall within a stream or pond may be moved landward in a direction perpendicular to the stream or pond edge. Plot irelocations and unique conditions should be noted on the data forms. 0 Radial Plots: Radial plots located at random to represent the planting area. Rectangular Plots. Rectangular macroplots with the long end oriented perpendicular to the stream (and crossing all the Ihydrozoines). 0 Belt Transects: 1 rn or wider belt transacts oriented perpendicular to the stream and covering the entire riparian corridor within reference sites,as described in Roeginer,G.C. et al.2008.Is The Monitoring Data Form is included as Table 3, 117 Stewardship and monitoring Man Template and Stewardship and Monitoring Plan Example are available at: kup;//millarnetie p-a rtniershiporqftool s-templates "Roegn,er,G.C.et al.2008. Protocols for Monitoring I labitat Restoration Projects ir)the Lower Columbia River and Estuary. AvailaHe at.http://www,pni.gov/mai Page 8 Page 143 of 499 B. Native Tree, Shrub and Woody Mine Stem Counts Using the Monitoring Data !corm, count all live woody stems taller than Via" (regardless of vigor) within plots. Count multi-stern species(e.g., Sy nphorlcarpos, Rosa)as oine stem per square foot (V x 1"). The count should include moth planted and non-planted vegetation. Note significant instances of low vilgor,damage from animals and other apparent problems on the data sheet. C. Illative and Non-Naitive Species Cover Estimate cover of native woody species, noin-native'woody species, invasive woody species, native herbaceous species,, non-native herbaceous species, invasive herbaceous species,ground substrate within plots to the nearest 5%. Cover is defined as absolute cover and is imeasured as the percentage of the ground surface covered by live plant leaves and stems when viewed from above. Areas not covered by vegetation are counted as uinvegetated substrate.+Coveir may be greater than 100%if species are present in multiple strata (i.e.,thee, shrub and herbaceous layers), Indicate`T"for Trace if a non-inative species covers less than 5%of the plot. D, Timing of Data Colllection Data collection should occur following the expression of seasonal plant growth and mortality and prior to,leaf drop. In most areas this period will include the months of September and October. Data collected outside of this period are subject to additional review. E. Determining Sample Size Initial sample size may be determined using the minimum plot number in the table below or by using the sample size workbook available on the Qiregon Department of State Lands websilte." Table 2. Sample summary of sampling plot size relative to site size. Project area/Minimum Plot Illumber2O Plot Size Up to 2 acres >2 to 5 acres >5 acres 11.7'radius(3,57m) 9 17 25 F. Data Analysis and Reporting Monitoring should yield data that provide 80%confidence that reported values are within ±10 units of the true population.' Pilot or transect data should be summarized in following or similar format and the results compared to the eligibility standards. I i i i i i I rg 1 51: ret grt .s r /IL9SL/I' PIW A 5�clacs/samy l size workbook.xls in Orecgan Department of States Lands'Routine Monitoring Guidance for Vegetation(Draft Sept 23,2009), j za Where the use of minirnurrn plat numbeir will not yield statistically vafid results,additional plat data will be required. z11 Oregon Department of State Lands'Routine Monitoring,Guidance for Vegetation(Draft'sept 23,2009). Page 9 Page 144 of 499 ry a a � Ig �u*a Di u > Is z ' c c 0 0 (D 0 E x ° a� m u .: a) C3 Z 0 0 8 00---_ _ O �7 `m m T urn aU 4 QC 0 j -0 �! o (u — m U 0 ,0 * � iL1 Q 8 0 11 > 4D 0 u m _ 1 �iv tv 0 � W U CL �(D c y C: i� m 0 U y - _ a t Sri m m w 0 ro Cs r a c it a ci I yr t L1 iia f Page 145 of 499 z i i i i i G g 4. E7 AMIPLE P'ROGRAm DEVELOPMENT CHECKLISTS P're-enirollment Checklist x WWETAC Provisiondll Seed Zones for Conifer and Shrubs s EPA Level I'll 'E'ccireglion and H'UC'S boundaries u Preliminary program area(s)boundary imapped Land ownership assessed and mapped Landowner agreement drafted Existing.and potential nursery capacity evaluated Existing and potential contractor caipacity evaluated is Range of site conditions evaluated < Revegetaition I14-niting factors/irlsk assessment I Enrodl'ment/Pre-implementation Checklist Final program area boundary mapped Preliminary reference sites selected _--_----_-_ Prelliminary jproject area(s)identified and mapped �> Landowner agreement(s)signed II Reference site jplot data collected and summarized Site prep, jplaintling and imaintenance practices established Monitoring plan developed Preliminary species(list established Preliminary nursery list established Nursery stock type(s)selected Preliminary contractor list established Nursery(;ind.seed)and cold storage contract(s)executed Revegetaition contracts)executed Implementation Checklist 1 Final project area(s) identified.and mapped Project prescription(s)developed l Project(s)prepared and inspected Project(s)planted and inspected Project(s)maintained and inspected _..._W.., .. 15 implementation contingency in place for each project Implementation'Checklist 2 3 Nursery contract(s)evaluated/modified as necessary Revegetation practices evaluated/modified as necessary Revegetation contract(s)evalluatedlmod!fled as necessary Monitoring data colliected and analyzed Deteirminatioin of acceptable progress or contingency plan y 1' s= 1 Page 11 Page 146 of 499 V nal,11111111111ilial, C o u n c*11 B 1 s I n e s s Date: June 3, 2'025 Ag,eindlaftem A Resolution Allocating BNI2'3-25 Transient Lodging Tax Funds to the Oregon Shakespeare Festival b6partmeiin,f ' City Manager's Office Ir Jordan Rooklyn TIME ESTIMATE 1 minute CATEGORY Ordinance/Resolution -a motion is needed to adopt the ORD. or RESO. SUMMARY If approvedl, this resolution will allocate$100,000 from the Tourism Fund to the Oregon Shakespeare Festival for the purpose of tourism promotion. POLICIES, PLANTS & GOALS SUPPORTED Council Priority to support Economic Development. BACKGROUND AND ADDITIONAL INFORMATION At the May 19, 202',5, City Council Sturdy Session, City Council provided direction to staff to allocate $100,000 of BN23-25 Tourism Fund dollars to the Oregon Shakespeare Festival. These funds must be used to support tourism promotion, pursuant to ORS 320.300. Tourism promotion means (a)advertising, publicizing or distributing information for the purpose of attracting and welcoming tourists; (b) conducting strategic planning and research necessary to stimulate future tourism development; (c)operating tourism promotions agencies; and (d)marketing special events and festivals designed to attract tourists. As of April 30, 2'025,the Tourism Fund has the following budget/projections: • Fund balance as of 7/1f24: $982,117 • FY25 Budgeted Revenues: $1,083,103 • FY25 Budgeted Expenses: $1,556,292 • Projected FY2',5 Actual Revenues: $938,509 • Projected FY2',5 Actual Expenses: $92',3,493 (excluding $100,000 allocation to OSF) FISCAL IMPACTS If approvedl, this would allocate $100,000 in Tourism Funds to the Oregon Shakespeare Festival. The Tourism Fund would remain within budget for FY25. SUGGESTED ACTIONS MOTIONS AND/OR OPTfONNS Approval via Consent.Agenda REFERENCES &ATTACHMENTS 1. Resolution 202515 ................................................................................................................................................................................................................................................................................................................................................................................... Page 1 of 2 1111G11G/%G/i�- I Page 147 of 499 r nal,11111111111ilim, C o u n c*11 B u s I n c s s ................................................................................................................................................................................................................................................................................................................................................................................... Page 2 of 2 ll11G11G/%i"',, Page 148 of 499 RESOLUTION NO. 2025-15 A RESOLUTION ALLOCATING BN23-25 TRANSIENT LODGING TAX FUNDS TO THE OREGON SHAKESPEARE FESTIVAL RECITALS: A. The City of Ashland imposes a 10% Transient Lodging Tax on temporary or short-term lodging within Ashland's city limits. B. Sixty-nine and four one-thousandths percent (69.04%) of that tax revenue goes into the City of Ashland's General Fund to support services and 30.96% is reinvested into supporting and growing tourism per ORS, 320.300. C. The Oregon Shakespeare Festival is the biggest driver of tourism in Ashland. D. It is the desire of the City Council to provide Transient Lodging Tax funds to the Oregon Shakespeare Festival for the purpose of increasing the number of visitors to the Festival, and thus to Ashland. THE CITY OF ASHLAND HEREBY RESOLVES AS FOLLOWS: SECTION 1. One hundred thousand dollars from the Tourism Fund BN23-25 budget will be granted to the Oregon Shakespeare Festival for the purpose of tourism promotion. SECTION 2. Tourist promotion is defined pursuant to ORS 320.300. SECTION 3. This resolution is effective upon adoption. This resolution was duly PASSED and ADOPTED this day of and takes effect upon signing by the Mayor. Alissa Kolodzinski, City Recorder SIGNED and APPROVED this day of 2025. Tonya Graham, Mayor Resolution No.20�25-15 Pagel of2 Page 149 of 499 Reviewed as to forin: Johan Pietila, City Attorney Resolution No.20�25-15 Page 2 of 2 Page 150 of 499 r nal,11111111111ilial, C o u n c*11 B 1 s I n e s s Date: June 3, 2'025 Ag,enda'11temApproval of Personal Services Contract-Ashland Chamber of Commerce(DBA Travel Ashland) Destination Marketing Activities Departirbeint City Manager's Office Jordan Rooklyn TIME ESTIMATE 1 minute CATEGORY Contract Approval -as the contract board, confirm proper procedure with a motion to approve. SUMMARY Approval of a contract for the provision of dlestinabon marketing services from the Ashland Chamber of Commerce (DBA Travel Ashland) in the amount of$450,000 for FY2'6. POLICIES, PLANTS & GOALS SUPPORTED • Community Value: Quality of life that underpins the City's economic vibrancy. • City Council Priority: Economic Development BACKGROUND AND ADDITIONAL INFORMATION At the May 6, 2'025, City Council Business Meeting, City Council directed staff to contract with Travel Ashland)for the provision of destination marketing services at the amount of$450,000 for one year. The contract includes: • One-year contract with the option to renew. • Limitation that no more than 50% of the funds provided can go towards salaries,fringe benefits, and general officer overhead. • Governance structure stipulations. • Reporting requirements. • The provision of the following services: • Tourism promotion activities • Visitor Guide development and distribution. • Visitor Information Center provision. • Business Marketing Program • Data, analytics, and research • Reporting and documentation FISCAL IMPACTS If approved), this contract will dlirect$450,000 of FY26 Tourism Fund l revenues to Travel Ashland for dlestinabon marketing services. SUGGESTED ACTIONS, MOTIONS,AND/OR OPTfONNS Approval via Consent.Agenda ................................................................................................................................................................................................................................................................................................................................................................................... Page 1 of 2 1111G11G/%G/i�- I Page 151 of 499 F nal,11111111111ilial, C o u n c*11 B u s I n e s s M c c t I n g REFERENCES &ATTACHMENTS 1. Sole Source Procurement-Travel Ashland 2. Personal Services Agreement Travel Ashland .................................................................................................................................................................................................................................................................................................................................................................................. Page 2 of Page 152 of 499 M 'ask, L#11%^ APRIL ................__'_............... To: Sabrina Gotta, City Manager From: Jordan Rooklyn, Deputy City Manager Date: May 13, 2025 Re-, City Manager Signature Needed for Sole Source Procurement Notice Background: On May 6, 2025, City Council directed staff to draft a contract with Travel Ashland for destination marketing activities. As a part of that, contract process, we are required to post a sole-source procurement notice on our website. Council Action: May 6, 2025, direction to draft a contract with Travel Ashland for destination marketing activities for $450,000. Other Relevant Information: N/A Insurance waived or reduced? No, Who to return to if different from sender? N/A Are alll other signatures required collected? Yes If no, please collect before sending them to the City Manager. Are all attachments listed included? Yes If no, please include all attachments before sending to the City Manager. CITY OF ASHLANID 20,East Main Street Tel 541-488-6002 AshUA,Degon,97520, Fax:541-488-5311 wwashlard orms TTY 800-735-2900 e 53 of 499 Page 154 of 499 I CITY OF ASH LAN SOLE-SOURCE DETERMINATION AND WRITTEN FINDINGS PERSONAL SERVICES Greater than S75,000 To: Sabrina Co�tta, City Manager From: Jordan Rooklyn, Deputy City Manager Date: May 13, 2025 Re: Sole Source Determination and Written, Findinjrsfor Personal Services In accordance with AMC 2,50,090(F),the Department Head shall determine in writin that there is only one provider of a product or service of the quality and type required available. Estimated total value of contract: $450,000 Project name: Destination Marketing Activities for BN25-27 Description of project: Destination marketing activities funded by Transient Lodging Tax Revenue Background: The City imposes a 10% Transient Lodging Tax (TLT) on temporary short-term lodging within Ashland's city limits. Roughly 70�%of that tax revenue goes into the City's General 1"und to support services, and roughly 30% is reinvested into supporting and growing tourism.. To help support and grow tourism, the City of Ashland has historically contracted with the Ashland Chamber of Commerce, DBA Travel Ashland, to provide destination marketing activities including tourism promotion, development of the Visitor's Guide, operation of the Visitor hiformicition Center, and data, analytics, and research related to tourism, Form#8-Sole Source-Persond Services—Greater than$75,000,Page 1 of 3,5/13/2025 Page 155 of 499 Findings: Market Research Overall finding: There are two other destination marketing organizations in our region: Travel Medford and Travel Southern Oregon, Travel Medford does not desire to extend their tourism promotion activities to Ashland and Travel Southern Oregon, due to its ftinding stiucture, is unable to perform direct marketing activities. Pursuant to ORS 27,913.075 (2)(a): Provide findings supporting your determination that the efficient utilization of existing goods requires the acquisition of compatible goods or services from only one source. Travel Ashland has been providing Destination Marketing services to the City of Ashland for over a decade. They provide tourism promotion by marketing Ashland to visitors more than 50 miles away, develop the annual Visitor's Guide, operate the Visitor Information Center, and conduct analytics and research related to tourism in Ashland. Continuing to contract with "I"ravel. Ashland will allow the eflicient and effective utilization ofmarketing activities that are currently in progress ir[ClUding: brand redevelopment,, multi-year marketing plans, and coordination with other tourist-based organizations within Ashland. Page 156 of 499 Form#8-Sole Source-Personal Services—Greater than$75,000,Page 2 of 3,5113/2025 PUBLIC NOTICE: Pursuant to OAR 137-047-0275 (2), a Contracting Agency shall give public notice ofthe Contract Review Authority's determination that the Goods and Services or class of Goods and Services are available from only one source in a manner similar to the public notice:of Competitive Sealed Bids under ORS 27 13.055(4) and OAR 137- 47-0300, 1"he public notice shall describe the Goods or Services to be acquired by a Sole Source Procurement. 'rhe Contracting Agency shall give such public notice at Least seven days before Award of the Contract. After the Sole Source Procurement has been approved by the City Council, the following public notice will be posted on the City's website to allow for the seven (7) day protest period. Date Public Notice first appeared on 5/13/2025 PUBLIC NOTICE Approval of a Sole Source Procurement First date of publication: 5/13/2025 A request Im approval of a Sole Source procurement was presented to and approved by the City Council,acting as the local Contract Review Board,on 5/6/2025. It has been determined based on written findings that the following,Personal Services are available from only one source, f,ocal destination marketing activities,Travel Ashland,one-year contract for$450,000 The contract terms,conditions and specifications may be reviewed upon request by contacting: Jordan Rooklyn, ('.'ity Manager's Office, 541-552-2103. An affected person may protest the determination that the personal services are available from only one source in accordance with OAR 137-047-07 1 O. A written protest shall be delivered to the following address: City of Ashland, City Manager's Office, 20 E Main St, Ashland, OR 97520. "I'l�ie seven (7)day protest period will expire at 5:00pm on May 20, 2025. This public notice is being published on the("ity's Internet World Wide Web site at least seven days prior to the award of public contract resenting from this request for approval of a Sole Source procurement. Page 157 of 499 Forrn#8-Sole Souroe-Personal Services-Greater than$75,000,Page 3 of 3,5/112025 Page 158 of 499 e0 I D Personal Services Agreement City Information Consultant Information Ashland Chamber of Commerce, City of Ashland) Firm Name: DBA Travel) Ashland Attn: Jordan Rookllyn Contact: Sandra Slattery 20 East. Maiin Street Addlress: 110 E Maiin St Ashland, Oregon 97520 Ashland, Oregon 97520 Rhone: 541-552-2103 Rhone: 541- 52-3486 Email: jordan.rooklyni@ashland.or.us Email: sandra@ashlandchamber.com Contract Summary Procurement. Method: Sole Source Completion Date: June 30, 2026 Contract Amount: $450,000 Description of Services: Destination Marketing Activities Supporting Documents: Exhibit A-..Consultant's Services Dated: May 20, 2025 Exhibit B — Living Wage Dated: May 20, 2025 Exhibit C —Governance Policies & Procedures Dated: May 20, 2025 Exhibit D— CertificationiIRepresentatiio Dated: May 20, 2025 This Personal Services Agreement (hiereiinafter"Agreement„) is entered) into by and between the City of Ashland, an Oregon municipal corporation (hereinafter "City") and the Consultant listed under Consultant Information above, ("hiereiniafter "Consultant"), for the services listed under Description of Services and Supporting Documents as noted in the Contract Summary above. In the event of conflict between provisions of the Supporting Documents,the Supporting Documents shall be given precedence in the order listed above. This Agreement, the Exhibits and the Supporting Documents shall be construed) to be mutually complementary and supplementary wherever possiible. In the event of a conflict which cannot be so resolved, the provisions of this Agreement itself shall control over any conflicting provisions in any of the exhiiibits or supporting documents. The Consultant's initiials [�] herein siignify acknowledgment and agreement to this provisions, if applicable, or if not siign `°N/K. Consultant's services are collectively referred) to in this Agreement as the "Work."' (Page 1 of 15 (Personal Services Agreement Between the City of Ashland and Ashland Chamber of Commerce Page 159 of 499 NOW THEREFORE, iin consideration of the mutual covenants contained herein, the City and Consultant hereby agree as follows: 1. Definitions: 1.1. "Tourism promotion" means any of the following activities: (a) advertising, publliiciziing, or distriibutiing information for the purpose of attracting and wellcoming tourists; (b) conductiing strategic planning and research necessary to stimulate future tourism development; (c)operating tourism promotion agencies; and (d) marketing special events and festivals designed to attract tourists. ORS 320.300(7). 1.2. "Tourism" means economic activity resulting from tourists. ORS 320.300(6). 1.3. "Tourist" means a person who, for business, pleasure, recreation, or participation in events rellated to the arts, heritage, or culture, travels from the communiiity in which that person is a resident to a diifferent commiunity of residence, and that trip (a) reqluires the person to travel more than 50 miles from the community of residence; or (b) includes an overniiight stay. ORS 320.300(10). 2. Effective Date and Duration: This Agreement shall become effective on July 1, 2025. It shall remain in effect for one (1) year, ending June 30, 2026, unilless sooner terminated as specifically provided herein. There will be an option for renewal for an additional one (1) year ending June 30, 2027. The City must notify the Consultant of renewal at (least three(3) months in advance of expiration of agreement. 3. Compensation: City shall pay Consultant the sum listed as the"Contract Amount" under the Contract Summary on page one of thins document as full compensation for Consuilltanit's performance of all Work under thins Agreement. In no event shall Consultant's total of all compensation and reimbursement under this Agreement exceed the Contract Amount without the express written approval from the appropriate Department Head or City Manager. Payments shall be made within thirty(30)days of the date of receipt by the City of Consultant's invoice. Should this Agreement be terminated prior to completion of all Work, payments will be made for any phase of the Work completed and accepted as of the date of termination. 4. Consultant Obligations: 4.1. Administrative and Management Functions. The City recognizes that the Consultant is an entity of the Ashiland Chamber of Commerce, DBA Travel Ashland. Consultant shall provide day-to-day management activities inclludinig the planniiing and acquisition of services, eqluipment, supplliies and facilities to fulfill the requirements of this agreement. Consultant shall be responsible for mainitaiining capable and competent staff, inicludliing management staff. Consultant executive staff or designee shall attend any City Council meetings as directed by City Council to provide updates, iinformation, or other data on Travel Ashland pllans and services. Of the total contract amount of$450,000.00, no more than $225,000.00 shall be allocated toward salaries, friinge benefiits, rent, utiilliities, accountiing services, and insurance incurred in the performance of this Agreement. The Page 2 of 15 Personal Services Agreement Between the City of Ashland and Ashland Chamber of Commerce Page 160 of 499 remaining funds shall be used for marketing activities and related market research, adlvertisiing campaigns, content creations, outreach endeavors, and other marketing- related services as specifiied herein. 4.2. Governance. 4.2.1. The City recog niiizes thiat thie Cons ullta nit hias created the Travel As hilland Advisory Comimittee (TAAC)for the purpose of offerinig travel & hospitality expertise, support, counsel and direction to Consultant. 4.2.2. The TAAC shall conisist of twelve (12) memiberswhiiich shiall represenit thie lodging anid other tourismi indlustriies with no one indlustry having a majority membership. 4.2.3. Purpose and Mission, Chair, Duties, and other Memibership procedures are to follow those outlined in Exhibit C —Governance Policies & Procedures. 4.2.4. The TACO shiall assist in the dlevellopmenit of, and review and approve thie Travel Ashilland annual marketing plan and budget. 4.2.5. The City will proviide a liaison to the TAAC to attend monithly meetings and report back to City Council. 4.3. Reporting. The following are agreed upon procedures to determiiine Consultant's comipliance with this agreement. 4.3.1. Budget. • Consultant shiall submit an annual budget to the City for review by May 1 for the fiscal period that will begun on July 1 for each year of the agreemient. • Consultant shall submit a carryover budget allocation report by March 30. The TAAC will review anid approve the allocation of carryover funds. • Consultant must at all times identify a separate bank account from the Ashilland Chamber of Commerce to identify receipts and disbursements of funds paid and receiivedl under this contract. Any difference in the amounits paid and received shall be noted anid explaiinedl. 4.3.2. Reporting. • Consultant shall report the total of all funds dliisbursed by line item under this agreement anid identified in Exhiiibit A— Consultant's Services and Section 4.1 Administrative and Management Functions by June 1 each year. This total shall be compared to the total amounts received from the City anid the differenices shall be computed. Page 3 of 15 Personal Services Agreement Between the City of Ashland and Ashland Chamber of Commerce Page 161 of 499 • Consultant shall provide iits financial statement for each year(ending June 30) to City, wiith a comparison to the proposed budget in Section 4.3.1 above. • The actual amounts shall be traced to the Consultant's general ledger, and the budget amounts shall be compared to the proposed budget required by this agreement. • The actual amounts shall be compared by classification to the total amounts by classification that were examined under Exhibit A — Consultant's Services and Section 4.1 Administrative and Management Functions and compute the difference. • The funds that were received but were not spent by June 30 of each year shall be incorporated in the budget for the following year. • Consultant shall report quarterly to the CITY inicludliing financial reports provided to TAAC. A Study Session will be scheduled at the discretion of the Counciill. 4.3.3. Audlit. Consultant shall provide the City with a certified financial statement audit at the Ciity's request. The City shall)) provide one-hundred twenty(120)day notice of the request. The audit shall be performed by an accounting firm selected by the City in accordance wiith professional standards. This firm shall not have a current contractual rellationshiiip wiith the Chamber or be a member of the Chamber. The cost of the audit wil] be born by the Consultant. 4.3.4. Access to Records. Consultant shall)) maintain for at least six (6) years all books, documents, papers, and records whiiich are pertinent to the services provided under this agreement for purposes of audit,examination, excerpts, and transcripts. The City Manager or their designee may examine during normal business hours the books and accounting records of Consultant after notifications to Consultant. Information regardliing the contents of books, paper, and accounting records shall be considered confiidential, provided that niothiiing shall)) prevent disclosure to other Ashland officials for the purpose of enforcing any provisions of this agreement. 4.4. Independent Contractor Status. Consultant is an independent contractor and not an employee of the City for any purpose. Consultant shall have the complete responsiibility for the performance of this Agreement. Consultant shall provide workers' compensation coverage as required in ORS Chapter 656 for al] persons employed to perform Work pursuant to this Agreement. Consultant is a subject employer that will comply with ORS 656.0117. 4.5. Qualified Work. Consultant has represented, and by enteriing into this Agreement now represents, that all personnel assigned to the Work to be performed under this Agreement are fully qlualifiied to perform the services to whiiich they will be assigned in a skilled manner Page 4 of 15 Personal Services Agreement Between the City of Ashland and Ashland Chamber of Commerce Page 162 of 499 and, iif required to be registered, licensed, or bonded by the State of Oregon, are so registered, licensed, or bonded. 4.6. Work Performance Obligation. Consultant shall, at its own risk, perform the Work described in, the Description of Services and in the Supporting Documents and, unless otherwise specified in thins Agreement,furnish all labor, equiipment, and materials requiired for the proper performance of such Work. 5. Insurance: Consultant shall, at its own expense, maintain the following insurance: 5.1. Worker's Compensation. Worker's Compensation iinsurance iin compliance with ORS 656.0117, which requiires subject employers to provide Oregon workers' compensation coverage for all their subject workers. 5.2. Professional Liability insurance with a combined siingle limit, or the equivalent, of not less than $2,000,000 (two million dollars) per occurrence. This is to cover any damage caused by error, omission or negligent acts rellated to the Work to be provided under this Agreement. 5.3. General Liability iinsuranice with a combined single limiiit, or the equivalent, of not less than$2,000,000(two miiilllliion dollars)per occurrence for Bodily Injury, Death, and Property Damage. 5.4. Automobile Liability insurance with a combined single limit, or the eqluivalent, of not less than $2,000,000 (two miiilllliion dollars)for each accident for Bodily Injury and Property Damage, iincluding coverage for owned), hired or non-owned vehicles, as applicable. 5.5. Notice of cancellation, or change. There shall be no canicellationi, material change, reduction of limiiits or iintent not to renew the insurance coverage(s)without thirty(30)days' prior written notice from the Consultant or its insurer(s) to the City. 5.6. Additional Insured/Certificates of Insurance. Consultant shall name the City of Ashilland, Oregon, and its elected officiials, officers and employees as Additional Insureds on any insurance policies, exclluding Professional Liability and Workers' Compensation, required herein, but only with respect to Consultant's serviices to be provided under this Agreement. The conisultanit's insurance is primary and non-contributory. As eviidence of the insurance coverages required by this Agreement, the Consultant shall furniiish acceptable insurance certificates prior to commencing the Work under this Agreement. The certifiicate will specify all of the parties who are Additional Insureds. Insuring companies or entities are subject to the City's acceptance. If requested, compllete copies of insurance policies; trust agreements, etc. shall be provided to the City. The Consultant shall be financially responsiblle for all pertinent dleductiibles, self-inisured retentions, and/or self-insurance. 6. Termination: Page 5 of 15 Personal Services Agreement Between the City of Ashland and Ashland Chamber of Commerce Page 163 of 499 6.1. Mutual Consent. This Agreement may be terminated at any time by the mutual consent of both parties. 6.2. City's Convenience. This Agreement may be terminated by City at any time upon not less than thiiirty (30) days' prior written notice delivered by certifiied mail or iin person. 6.3. For Cause. City may terminate or modify this Agreement, in whole or in part, effective upon delivery of written notice to Consultant, or at such (later date as may be established by City under any of the following condliitionis: • If City fundliing from federal, state, county or other sources is not obtained and continued at levels suffiicienit to allllow for the purchase of the indliicated quantity of services; or • If federal or state regulations or guidelines are modified, changed, or interpreted in such a way that the services are no longer allowable or appropriate for purchase under this Agreement or are no longer eligible for the funding proposed for payments authorized by this Agreement; or • If any license or certificate required by law or regullatiion to be held by Consultant to proviide the services required by this Agreement is for any reason denied, revoked), suspended), or not renewed. 6.4. For Default or Breach. Eithier City or Consultant may terminate this Agreement in the event of a breach of the Agreement by the other. Prior to such termination the party seekiing termination shall giive to the other party written notice of the breach and its intent to terminate. If the party committing the breach has not entirely cured the breach within fifteen (15) days of the date of the notice, or within such other period as the party giving the notice may authoriize in writiing, then the Agreement may be terminated at any time thereafter by a written notice of termination by the party giviing notice. 6.4.1. Default: The Consultant shall be iin default of thins Agreement if Consultant: commits any material breach or default of any covenant, warranty, certification, or oblliigatiion under the Agreement; institutes an action for relief in bankruptcy or has instituted agaiinst iit an action for insolvency; makes a general assignment for the benefiit of credliitors; or ceases doing business on a regular basis of the type identified in its obligations under the Agreement; or attempts to assign riights in, or delegate dutiies under, thiis Agreement. 6.5. Obligationi/Liability of Parties. Termination or modification of this Agreement pursuant to subsections 5.1, 5.2, or 5.3 above shall be wiithout prejudice to any obligations or liabilities of either party already accrued prior to such term,iination or modliification. However, upon receiving a notice of termination (regardless of whether such notice is given pursuant to subsection 5.1, 5.2, 5.3, or 5.4 of this section, Consultant shall immediately cease all activities under this Agreement, unless expresslly directed Page 6 of 15 Personal Serviices Agreement Between the City of Ashland and Ashland Chamber of Commerce Page 164 of 499 otherwise by City in the notice of termiiinatiion. Further, upon terminiatiion, Consultant shall deliver to City all documents, information, works-in-progress and other property that are or would be dleliverables had the Agreement been completed. City shall)) pay Consultant for Work performied prior to the termination date iif such Work was performed in accordance with this Agreement. 6.6. The riights and remedies of City provided in this subsection are not exclusiive and are iin addition to any other rights and remedies provided by law or under this Agreement. 7. Indemnification: Consultant hereby agrees to defend, indemnify, save, and hold City, iits officers, employees, and agents harmless from any and al] losses, claiimis, actiions, costs, expenses, judgments, or other damages resulting from injury to any person (inicludliing iinjury resulting in death), or damage(inclludinig loss or destructions)to property, of whatsoever nature ariising out of or iincidlent to the performance of this Agreement by Consultant (including but not limited to, Consultant's employees, agents, and) others dlesiignated by Consultant to perform Work or serviices attendant to this agreement). However, Consultant shall)) not be held responsible for any losses, expenses, claims, costs, judgments, or other damages, caused solely by the gross negligence of City. 8. Consultant's Compliance with Tax Laws: Consultant represents and warrants to the City that: Consultant shall comply with al] Oregon tax laws, inicludliing but not limiiited to ORS 305.620, ORS 305.380(4), and ORS Chapters 316, 317, 318, in addition to any rules, regulations, charter provisiions, or ordinances that implement or enforce any of the foregoing tax laws or proviisionis and any tax provisiions imposed by a political subdivisions of the State of Oregon. 9. Living Wage Requirements: If the amount of this Agreement is $26,429.65 or more, Consultant is regluiredl to comply with Chapter 3.12 of the Ashland Municipal Code by paying a living wage, as defined in that chapter, to all employees performing Work under this Agreement and to any Subcontractor who performs 50% or more of the Work under this Agreement. Consultant is also required to post the notice attached hereto as "Exhibit B" predominantly iin areas where it wish)) be seen by al] employees. 10. Notice: Whenever notice is required or permitted to be given under this Agreement, such notice shall be given iin writing to the other party by personal delivery, by sending visa a reputable commercial overnight couriier, by mailing using registered or certified United States mail, return receipt requested, postage prepaid), or by electronically confirmed at the addresses set forth on page one of this agreement with a copy to: City of Ashland — Legal Department 20 E. Maiin Street Ashland, Oregon 97520 Phone: (541)488-5350 11. General Provisions: Page 7 of 15 Personal Services Agreement Between the City of Ashland and Ashland Chamber of Commerce Page 165 of 499 11.1. Non-appropriations Clause — Funds Available and Authorized: City has sufficient funds currently available and authorized for expendliiture to finance the costs of this Agreement withiiin the City's fiiscal year budget. Consultant understands and agrees that City's payment of amounts under this Agreement attributable to Work performed after the last day of the current fiscal year is contingent on City appropriations, or other expenditure authority sufficient to allow City iin the exercise of its reasonable adlminiiistrative discretion, to continue to make payments under this Agreement. In the event City has inisuffiicienit appropriations, lliimitations or other expenditure authority, City may terminate this Agreement without penalty or liability to City, effective upon the delliivery of written notice to Consultant, with no further liability to Consultant. 11.2. Statutory Requirements: The following laws of the State of Oregon are hereby incorporated by reference into this Agreemient: ORS 27913.220, 27913.230 and 27913.235. 11.3. Nondiscrimination: Consultant agrees that no person shall, on the grounds of race, color, religions, creed, sex, marital status, familial status or domestic partnership, national origin, age, mental or physical disability, sexual orienitationi, gender identity or source of income, suffer discrimination in the performance of any Work under this Agreement when employed by Consultant. Consultant agrees to comply with all applicable requirements of federal and state civil rights and rehabiilliitation statutes, rules and regulations. Further, Consultant agrees not to discriminate agaiinst a disadvantaged busiiness enterprise, minority-owned business, womian-owned business, a business that a service-disabled veteran owns or an emerging small busiiness enterprise certified under ORS 200.055, in awarding subcontracts as required by ORS 279A.110. 11.4. Governing Law: This Agreement shall be governed by the laws of the State of Oregon without regard to conflict of laws principles. Exclusive venue for litigation of any action arising under this Agreement shall be in the Circuit Court of the State of Oregon for Jackson County unilless exclusive juriisdiction is iin federal court, in which case exclusive venue shall be iin the federal district court for the district of Oregon. Each party expressly waives any and al] rights to maintain an action under this Agreement in any other venue, and expressly consents that, upon motion of the other party, any case may be dliismissed, or its venue transferred, as appropriate, so as to effectuate this choice of venue. 12. Merger: This agreement and the attached exhibits constitute the entire understanding and agreement between the parties. No waiver, consent, modliificatiion or change of terms of this agreement shall biind either party unilless in writing and signed by both parties. Such waiver, consent, modification or change, if made, shall)) be effective only in the specific instance and for the specific purpose given. There are no understandings, agreements, or representations, Page 8 of 15 Personal Services Agreement Between the City of Ashland and Ashland Chamber of Commerce Page 166 of 499 oral or written, not specified herein regarding thins agreement. Consultant, by signiature of its authorized representative, hereby acknowledges that hie/she has read this agreement, uniderstands it, anid agrees to be bounid by its terms anid coniditions. WITNESS WHEREOF, the parties heave executed this Agreement iin their respective names by theiir duly authorized representatives as of the dates indicated below. This Agreement may be executed in two counterparts, each of which shall be deemed an original, withi eqlual force and effect as if executed in a siingle document. City of Ashiland: Ashland Chamber of Commerce, DBA Travel Ashland(Consultant): By: By., Sabrina Cotta, City Manager Signature Date Printed Name Purchase Order No. Title Date (M L-9 is to be submitted with this signed Agreement) APPROVED AS TO FORM: City Attorney Date Page 9 of 15 Personal Serviices Agreement Between the City of Ashland and Ashland Chamber of Commerce Page 167 of 499 Exhibit A Consultant's Services 1. Tourism Promotion Activities. Consultant shall promote Ashland as a destination for tourists and visitors. Consuiltant shall coordinate its Travel Ashland tourism promotion activities, as appropriate, with other organizations such as Travel Southern Oregon, Travel Oregon, Oregon Shakespeare Festival, and other visitor promotion entities. 2. Visitor Guide. Consultant shall produce and dlistribute the Annual Visitor Guide. 3. Visitor Information Center. Consultant shall provide information and services for visitors in at least one Visitor Information Center(s) designated andl operated by Consultant. This includes daily management, staffing, complete and updated brochures, and information provided in a friendlly, attractive atmosphere. 4. Business Marketing Programi. Consultant shall design and pilot a business marketing program that helps local businesses better market to and attract visitors. 5. Data, Analytics, and Research. Consultant shall condluict market research to (a) measure advertising effectiveness, and (b) determine the best use of the transient lodging tax funds paid to Consultant by City through methods such as: a. Geographic data and spending data b. Surveys and visitor profiles collected from users of the visitor center(s) c. Surveys and visitor profiles of attendees and participants at events d. Surveys conducted via Travel Ashland and associated websites Market research may also be conduicted in consultation with Travel Oregon, Travel Southern Oregon,, the City of Ashland, the Travel Ashland Advisory Committee, and)/or other organizations and entities, as appropriate. 6. Reporting and Documientatiion a. Quarterly Report. Consultant shall submit qluarterly reports summarizing activities performed in the previous qluiarter, progress against objectives, and any notable outcomes. Reports must include: L # Visitor days & trips ii. # Available rooms iii. Occupancy Rate iv. Average Daily Rate v. Dollars spent by commodity category vi. Visitor Demographics i "r "Y' r aP H- LAND Page 10 of 15 Personal Services Agreement Between the City of Ashland and Ashland Chamber of Commerce Page 168 of 499 Exhibit A b. Annual Report. At the conclusion of each fiscal year, Consultant shall prepare an Annual Performance and Results Report detailing overall accomplishments, insights from research, and recommendations for future efforts. Report must include: L Nlumber of events supported ii. Advertising metrics (impressions/exposure, engagements, website visits) iii. Visitor Guide lead s/req uests/fui lfi I I ment iv. Visitor Information Center interactions (calls, emails, inquiries, traffic, engagement programs, etc.) v. Mlarketing campaign effectiveness (trips generated, tickets booked, click throuighs, etc.) j "r "Y' r aP AILSH- LA N' D Page 11 of 15 Personal Serviices Agreement Between the City of Ashland and Ashland Chamber of Commerce Page 169 of 499 Exhibit B CITY OF ASHLAND, OREGON City of Ashland LIVI� NG describedALL employers WAGE belowCity Ashlandof . . per hour, effective ,June 30, 2024. l� The ILiving Wage is adjusted annually every ED1UJ11D� June 30 Ikby the Consulmer Price Index. a « . working on a project or employers may add the value portion of the business of of health care, retirement, their employer, if the 401 K, and IRS eligible employer has ten or more cafeteria plans(including employees„ and has received childcare) benefits to the • Far all hours worked under a financial assistance for the employee's amount of wages. service contract between their project or business from the employer and.........the City of City of Ashland over Nate: For temporary and Ashland.if the contract $26,42 .65. part-time employees,.the exceeds26y429.65 or more. Living Wage does not apply ro more If their employer its the City of to the first 1040 hours worked spend„ if the • Far all hours employworked ee in a Ashland„ including the Parks in any calendar year. For and Recreation Department. more details, please see spends 50°fa sere of the Ashland Municipal Cade employee's time in that month In calculating the living wage„ Section 3.12 020 �For additional information: Call the Ashland City Manager's office at 541-488-6002 or write to the City Manager, City Hall, 20 East Main Street" Ashland, OR 97520, or visit the City"s website at vvww.gsh1amJ.or.us. Notice to Employers: This notice must be pasted in areas where it can be seen by all employees. AILSH- wb' r r aP (Page 12 of 15 Personal Services Agreement Between the City of Ashland and Ashland Chamber of Commerce Page 170 of 499 Exhibit C TRAVEL ASHLAND ADVISORY COMMITTEE POLICIES AND PROCEDURES PURPOSE AND MIISSION The purpose of the Travel Ashland Advisory Committee (Committee) is to offer travel & hospitality expertise, support, council and direction, to Travel Ashland, andl the Boardl of Directors of The Chamber (the "Board"). The mission of the Committee is to increase and create a steady volume of visitation, lodlginig occupancy and enhaince the overall visitor experience by promoting Ashilanid as an unmatched travel destination,thereby strengthening the local economy.This is an, advisory Committee and is not a voting entity. Should there be a recommendation from the Committee to take a specific action, the dlirector will relay that recommendation to the Chamber Boardl for finial approval. CHAIR The Chair shall be appointed by the director of Travel Ashland and serve a two (2) year term and up to two (2) terms totaling four (4) years. The two (2) year term of office,will be November 1 through October 31st of the next year. MEMBERSHIP Committee members will provide input and feedback prior to the director's appointment of new Committee members. The membership of the Committee shall be recommended by the director and Chair of the Committee.The Committee shall conisist of twelve (12) members and shall include members representing the lodging industry and other tourism industries, with no single industry having majority representation. Committee member terms shall be thiree (3) year terms that cain be renewed once serving up to six (6) years total. The implementation, of these terms will commence July 1st, 2025 with, a phased approach, to retain, institutional industry knowledge. The City of Ashland will annually provide an, appointed City Council Liaison to attend monthly meetings and report back to the City Council. Attendance includes staff that oversees Visitor Information Services and Chamber staff where relevant. Page 13 of 15 Personal Services Agreement Between the City of Ashland and Ashland Chamber of Commerce Page 171 of 499 DUTIES The Committee will meet monthly or more often as needed, to approve minutes, review and mon,itor the Travel Ashland quarterly financial reports,to accept monithily director, analytic and visitation, reports from the director of Travel Ashiland and its team and review and monitor the progress of the promotional programs of Travel As hand). The Committee will provide monthly insight from their respective indlustries. The director will review the annival Travel Ashland budget with, the Committee. It will be the Travel Ashland dlirector's responsibility to work with the Chair to schedule the monithily meetings and plan, the agenda. The Chair will conduct the meetings. The director will represent the Committee before the Chamber Board, the Ashland City Council and other public agencies as may be required to carry out the purpose and mission of Travel Ashland and the committee. ATTENDANCE If any Council member is absent for more than six (6) regular meetings dluring the fiscal year, or is absent for more than four (4) consecutive meetings, the seat of that Council member shall be declared vacant. Submitted May 2025 Page 14 of 15 Personal Services Agreement Between the City of Ashland and Ashland Chamber of Commerce Page 172 of 499 Exhibit D Certificationis/Representationis: Consultant, by and through its authorized representative, under penalty of perjury, certifies that (a)the number shown on the attached W-9 form is its correct taxpayer ID (or is waitiing for the niumiber to be issued to it and (b) Consultant is not subject to backup withholding because: (ii) it is exempt from backup withholding, or (iiii) it has not been notifiied by the Internal Revenue Service (IRS)that it is subject to backup withholding as a resuillt of a failure to report all interest or dividends, or (iii)the IRS has notified it that it is no Monger subject to backup wiithhiolding. Consultant further represents and warrants to City that: (a) it has the power and authority to enter iinto this Agreement and perform the Work, (b) the Agreement, when executed and delivered, shall be a valid and biinding obligation of Consultant enforceable in accordance with its terms, (c)the work under the Agreement shall be performed in accordance with the highest professional standards, and (d) Consultant is qualified, professionally competent, and duly licensed (iif applicable)to perform the' ork. Consultant also certifies under penalty of perjury that its business is not in violation of any Oregon tax laws, it is an independent contractor as defined iin the Agreement, it is authorized to do busiiness in the State of Oregon, and Consultant has checked four or more of the following criiteriia that apply to its business. (1) Consultant carries out the work or services at a location separate from a private residence or is in a specific portion of a private resiidence, set aside as the location of the business. (2) Comimierciial advertising or business cards or a trade association membership are purchased for the business. (3) Telephone listing is used for the business separate from the personal residence listing. (4) Labor or services are performed only pursuant to written contracts. (5) Labor or services are performed for two or more different persons within a period of one year. (6) Consultant assumes fiinancial responsiibility for defective workmanishiiip or for serviice not provided as evidenced by the ownership of performance bonds, warranties, errors and omission (professional liability) insurance or liability insurance relating to the Work or services to be provided. Consultant's signature Date Page 15 of 15 Personal Services Agreement Between the City of Ashland and Ashlandl Chamber of Commerce Page 173 of 499 V nal,11111111111ilial, C o u n c*11 B l s I n e s s Dane: ,June 3, 2'025 g,e idlu Ilfern Biennium Budget Adoption and Approval of Other Related Budget Resolutions DepartmentFinance Mariane Berry, Finance Director, Sabrina Cotta TIME ESTIMATE 1'0-15 minutes CATEGORY Ordinance/Resolution -a motion is needed to adopt the ORD. or RESO. SUMMARY At its May 14, 2025 meeting, the Citizens' Budget Committee (CBC) recommended)approval of the staff budget proposal with the sui mart'of changes below. Per Oregon Budget.Law,the City Cou iincil is responsible for completing the approval process by adopting the following resolutions after the public hearing. • Approval of resolution for budget appropriations • Approval of resolution confirming junsdlictional qualification for state subventions (certifying City of Ashland services) • Approval of resolution to receiving state fuindls • Approval of resolution levying property taxes POLICIES, PLANTS & GOALS SUPPORTED Vision Statements for Success 01i' i r1'1 iu IV'1 i'ty • Community affordability, (including aivaillalble Ihoulsing aind childcaire Organization • Excellence in governalnce and city services • Public safety, (including emergency preparedness for cllimaite chiange risk ulnlit Priorities • Wildfire risk reduction,and CEAIP(Climate Energy Action Plain) execultion BACKGROUND AND ADDITIONAL INFORMATION Each biennium, City Couincil adopts the biennial budget along with the necessary budget resolutions. On March 14, 2025, the Citizen's Budget Committee (CBC)approved) a Recommended Budget that included two additions from the City Manager's Proposed Budget: ................................................................................................................................................................................................................................................................................................................................................................................... Page 1 of 2 1111G11G/%G/i�- I Page 174 of 499 �� l�� 7�/�,° ° �� c8� 0��I��e s s ��t�n g 1. Addifiona| $1.4 million to Ashland Parks and Recreation Department inanfic�potionof the approval of a $5 Parks Fee. Parks Fee was approved by Council onMay 2�0' 202�5. 2�. Addifional $235,000 to Childcare Grants in the General Fund's Adm�nistration Budget. Through suibsequent Council 6soumsimn. funding for this would come from the General Fund that was freed from the Parks Fee ($1 OOK), from Community Development social service grants($35K), and from the Homeless appropriation ($1Q0K). The CBC also approved the property tax levy and debt payment. The following budget-related resolutions must also be adopted byCouncil: 1. Juriedicfiona| Qualification for State Subventions 2�. Receiving State Funds 3. Property tax levy of$4.2�865per$10DOof assessed value and the repayment of General ONHgotion Debt in the amount of$,213'552 Further, the CBC motioned that ameeting be scheduled to reconvene the body to approve the last two meeting minutes. Seoond|y, theme was another motion to set a meeting mmid'b�ennium (pmtenUoU|y, eomefime in October 2026) so Staff may return with a mid-biennium budget status and forecast for the next biennium. Staff will reach out to CBC to schedule the approval of the mMutes meeting, and the mid-bienn�um meeting further down the fime|ine. FISCAL IMPACTS Biennial Budget 2025-2027 adoption of appropriations and other related budget items. SUGGESTED ACT'ION�S, MOTIONS, AND/OR OPT'ION�S Staff recommends Council adopt the budget resolutions approved by the Citizen's Budget Committee. U move to approve the foU|ovv�ng reemUufione: 1. Resolution#17 to Adopt the Biennium 2025-2027 Budget and Appropriafions 2�. Resolution#18 Certifying City ofAshland Ser0cea 3. Resolution#1g Declaring the Cfty^e Election to Receive State Revenues 4. Resolution#2Oto Levy Taxes for the Fiscal Year 2028 A"'No"'vote of the 2nd & 3rdl resolufions above declines to receive state shared revenues. A"No"vote on the last resolution declines setting property tax revenues. 1. CBC Approved Budget and Notice(Form LB1) 2. BN 2Q2�5-27Appmopriafion Resolution#2O25-17 3. FY2O25-28 Qualifying for State Subvenfione Resolution #2Q25-18 4. FY2O25-28 Election to Receive State Revenues Resolution#2O2�5-1A 5. FY2O25-28 Tax Levy Resolution#2�Q2�5-2D Page 2uf2 iriffoll;1i", Page 175of4gQ FORM OR-LB-1 NOTICE OF BUDGET HEARING A public meeting of the Ashland City Council will he held on June 3,2025 at 6:00 pm City of Ashland Council Chambers,1175 East Mahn Street,Ashland,Oregon.The purpose of this meeting is to discuss the budget for the fiscal year beginning July 1,2025 as approved by the Ashland Citizens"Budget Commitltee.A summary of the budget is presented below.A copy of the budget may he inspected or obtained the Ashland City Hall,20 East Main St-Ashland,Oregon by appointment by emailing finance@ashiandDTogDn.gov or online at.ashlandoregon.gov This budget is foT a biennial budget period. This budgetwas prepared on a.basis of accounting that is the same as the preceding year. Contact Madane Berry,Finance Director Telephone:541.488.5300 Email,: inance@ashlatvdoreSoni.gov FINANCIAL SUMMARY-RESOURCES TOTAL OF ALL.FUNDS Actual Amount Adopted Budget Approved Budget 2021-23 This Year 2023-25 Next Year 2025-27 qe9mi-ing Fund Balance/Net Working Capital 57,097,616 75,117,267 81,478,779 Fees,Licenses,Permits,Fines,Assessments&Other Service Charges 117,411,998 116,299,157 120,448,584 Federal State&all Other Grants,Gifts,Allocations&Donations 14,103,194 21,793,586 11,449,318 Revenue from Bonds and Other Debt 6,918,005 100,976,734 79,781,950 Interfurnd Transfers 1 Internal Service Reimbursements 38,012,997 26,098,684 28,595,720 All Other Resources Except Current Year Property Taxes 15,664,109 17,775,563 23,556,686 Current Year Properly Taxes Estimated to be Received 25,274,812 27,125,279 28,845,856 FINANCIAL SUMMARY-REQUIREMENTS BY OBJECT CLASSIFICATION Personnel Serwces 65,152,967 85,638,525 92,119,793 Materials and Services 88,566,142 101,267,861 93,390,232 Capital Outlay 18,184,760 129,329,148 97,610,239 Debt Service 5,443,006 10,394,649 7,793,382 Interfurcnd Transfers 14,464,871 2,236,174 3,966,658 Contingencies 5,481,763 5,579,845 Special Payments napproprla rn ing a Once an R'9EF-v'a f6i FUR xpen i cure FINANCIAL SUMMARY-REQUIREMENTS AND FUILL-TIME EQUIVALENT EMPLOYEE'S(FTE)BY ORGANIZATIONAL UNIT OR PROGRAM" Name of Organizational Umt or Programs FTE for that unit or program Administration Department 17,118,420 15,447,998 141689,529 FTE 15.12 18.07 flfi Information Technology Department 6,999,844 12,826,079 9,704,095 ----- - - - - - - - - - - - --------------------------------------- FTE 13.45 17.00 fl 1 Finance Department 8,571,997 9,626,628 7,750,011 ------- - - - - - --------------------------------------------------------------- FTE 16.00 16.00 flfi Police Department 13,944,305 18,569,062 19,139,886 ------- - - - - - --------------------------------------------------------------- FTE 35.00 38.50 38 Fire&Rescue Department 20,283,235 28,552,434 25,241,978 ------- - - - - - --------------------------------------------------------------- FTE 35.50 42.0 45 Public'4"arks Department 57,039,812 166,342,332 144,188,652 ---------------------------------------------------------------------------------------------FTE 64.00 66.0 73 Community Development Department 5,015,516 5,706,644 5,737,084 ------- - - - - - - - - - - - --------------------------------------- FTE 14.00 14.0 14 Electric Department 32,745,165 37,351,783 42,436,776 ------- - - - - - --------------------------------------------------------------- 17.50 17.50 17.5 20 Parks&Recreation Department 15,628,581 30,149,948 22,025,635 ------- - - - - - - - - - - - --------------------------------------- 34.75 34.75 35.00 37 Non-departmental 97,135,846 60,619,362 83,243,247 ------ - - - - - --------------------------------------------------------------- FTE 0.0 Totall Requirements 274,482,721 385,186,270 374,158,893 Total FTE 245.32 264.07 270 STATEMENT OF CHANGES IN ACTIVITIES and SOURCE'S OF FINANCING' PROPERTY TAX;LEVIES Rate or,Amount Imposed, Rate or,Amount Imposed, Rate or Amount Approved 2021-23 This Year 2023-25 Next Year 2025-27 Permanent Rate Levy (rate Ilimiit 4.2885 per$1,000) 4.2885 4.2885 4.2865 Local Option(Levy Levy For General Obligation Bonds 435,376 425,855 416,326 STATEMENT OF INDEBTEDNESS LONG TERM DEBT Estimated Debt Outstanding Estimated Debt Authorized,But on July 1. Not Incurred,on July 1 General Obligation Bonds $2„165,000 $6 Other Bonds $8,641,929 $73,576,400 Other Borrowings $1,373,336 $10,000,000 Totall $12,180,264 $83,576,400 J.:499 RESOLUTION NO. 2025-17 A RESOLUTION TO ADOPT THE BIENNIUM 2025-2027 BUDGET AND APPROPRIATE SUCH AMOUNTS AS NECESSARY TO IMPLEMENT THE BIENNIUM 2025-2027 BUDGET RECITALS: A. The City of Ashland City Council hereby appropriates the following amounts for the biennial budget period beginning July 1, 2025, through June 30, 2027. THE CITY OF ASHLAND HEREBY RESOLVES AS FOLLOWS: SECTION 1. The City of Ashland City Council hereby appropriates the 2025-2027 Biennial Budget as shown: BN 2025/27 GENERAL FUND ADOPTED BUDGET Administration Department 9,257,589 Innovation and Technology Department 2,593,120 Finance Department 6,8 16,806 Police Department 19J39,886 Fire and Rescue Department 23,705,542 Public Works Department 8,487,863 Conu,nunity Development Department 4,885,705 Parks Department 15,797,635 Transfers Out L234,568 Contingency 1557,485 TOTAL GENERAL FUND $94,476,199 Unappropriated Ending Fund Balance 7,223,795 TOURISM FUND Personnel Services 185,135 Materials and S,enTices L870,260 Contingency 61,662 TOTAL TOURISM FUND $2,117,057 Unappropriated Ending Fund Balance 242,841 Resolution No.20�25-17 Page I of 6 Page 177 of 499 BN 2025/27 HOUSING FUND ADOPTED BUDGET Materials and S,enTices 326,642 TOTAL HOUSING FUND $326,642 Unappropriated Ending Fund Balance 0 COMMUNITY DEVELOPMENT BLOCK GRANT FUND Personnel Services 80�,068 Materials and S,enTices 409,669 TOTAL CDBG FUND $489,737 Unappropriated Ending Fund Balance 0 RESERVE FUND Transfers Out 0 TOTAL RESERVE FUND 0 Unappropriated Ending Fund Balance 1151,552 STREET FUND Public Works- Street Operations 25A52,132 Public Works- Street Debt 857,516 Transfers Out 274,500 Contingency 270,332 TOTAL STREET FUND $26,854,480 Unappropriated Ending Fund Balance 5J50,079 SDC STREET FUND Materials and S,enTices 50�,000 Capital Outlay 380,261 Debt Service 300,000 Contingency 1,500 TOTAL SDC STREET FUND $731,761 Unappropriated Ending Fund Balance 1288,435 WILDFIRE RISK REDUCTION FUND Personnel Services 1321,996 Materials and S,enTices 214,440 Contingency 46,,093 TOTAL WILDFIRE RISK REDUCTION FUND $1,582,529 Unappropriated Ending Fund Balance 810,080 Resolution No.20�25-17 Page 2 of 6 Page 178 of 499 BN 2025/27 AIRPORT FUND ADOPTED BUDGET Materials and Services 317,994 Capital Outlay L830,000 Contingency 9,540 TOTAL AIRPORT FUND $2,157,534 Unappropriated Ending Fund Balance 195,316 CAPITAL IMPROVEMENTS FUND Public Works-Construction Capital Outlay 758,634 TOTAL CAPITAL IMPROVEMENTS $758,634 Unappropriated Ending Fund Balance 0 PARKS CAPITAL IMPROVEMENTS FUND Capital Outlay 5,903,000 Transfer Out L072,590 TOTAL PARKS CAPITAL IMPROVEMENTS FUND $6,975,590 Unappropriated Ending Fund Balance 779,034 SDC PARKS FUND Capital Outlay 325,000 Contingency 0 TOTAL SDC PARKS FUND $325,000 Unappropriated Ending Fund Balance 289,362 DEBT SERVICE FUND Debt Service 933,205 Transfers Out 900,000 TOTAL DEBT SERVICE FUND $1,833,205 Unappropriated Ending Fund Balance 212,184 WATER FUND Public Works-Conservation Division 604,771 Public Works-Water Operations 5&280,584 Public Works-Water Debt L551,784 Transfers Out 100,000 Contingency 481,863 TOTAL NNIATER FUND $61,019,002 Unappropriated Ending Fund Balance 23J90,660 Resolution No.20�25-17 Page 3 of 6 Page 179 of 499 BN 2025/27 SDC WATER FUND ADOPTED BUDGET Materials and S,enTices 150,000 Capital Outlay 7,675,230 Debt 420,375 Contingency 17,111 TOTAL SDC''"LATER FUND $8,262,716 Unappropriated Ending Fund Balance 78,863 WASTEWATER FUND Public Works-Wastewater Operations 21 A81,691 Public Works-Wastewater Debt 1,946,951 Contingency 445,263 TOTAL WASTEWATER FUND $23,873,905 Unappropriated Ending Fund Balance 3,944,001 SDC WASTEWATER FUND Capital Outlay L220,500 Contingency 0 TOTAL SDC WASTEWATER FUND $1,220,500 Unappropriated Ending Fund Balance 3,152,113 STORMNVATER FUND Public Works- Storinwater Operations 3,168,355 Public Works- Storinwater Debt 21,225 Contingency 45,756 TOTAL STORM FUND $3,235,336 Unappropriated Ending Fund Balance 1,701,766 SDC STORMWATER FUND Capital Outlay 64,908 Contingency 0 TOTAL SDC STORMWATER FUND $64,908 Unappropriated Ending Fund Balance 33,913 Resolution No.20�25-17 Page 4 of 6 Page 180 of 499 BN 2025/27 ELECTRIC FUND ADOPTED BUDGET Electric-Conservation 1772,841 Electric-Operations 37,901,609 Electric-Debt L762,326 Contingency 1,213,103 TOTAL ELECTRIC FUND $43,649,879 Unappropriated Ending Fund Balance 7,719,145 TELECOMMUNICATIONS FUND Personnel Services 2366,802 Materials and S,enTices 3,094,682 Capital Outlay 1,649,491 Contingency 163,844 TOTAL TELECOMMUNICATIONS FUND $7,274,819 Unappropriated Ending Fund Balance L804,087 INSURANCE,SERVICES FUND Personnel Services 279,819 Materials and S,enTices 1996,726 Contingency 98,297 TOTAL INSURANCE SERVICES FUND $3,,374,842 Unappropriated Ending Fund Balance 2 A44,946 EQUIPMENT FUND Public Works-Maintenance 5,509,878 Public Works-Ptuchasing and Acquisition 3,658,000 Contingency 165,296 TOTAL EQUIPMENT FUND $9,333,174 Unappropriated Ending Fund Balance 9,583,662 CEMETERY TRUST FUND Transfers Out 150,000 TOTAL CEMETERY TRUST FUND $150,000 Unappropriated Ending Fund Balance 938,610 TOTAL APPROPRIATIONS ALL FUNDS $300,087,449 TOTAL UNAPPROPRIATED ALL FUNDS $73,934,444 TOTAL ADOPTED BUDGET ALL FUNDS $374,021,893 Resolution No.20�25-17 Page 5 of 6 Page 181 of 499 SECTION 2. This resolution is effective upon adoption. This resolution was duly PASSED and ADOPTED this day of and takes effect upon signing by the Mayor. Alissa Kolodzinski, City Recorder SIGNED and APPROVED this day of 2025. Tonya Graham, Mayor Reviewed as to form: Johan Pietila, City Attorney Resolution No.20�25-17 Page 6 of 6 Page 182 of 499 RESOLUTION NO. 2025-18 A RESOLUTION CERTIFYING CITY OF ASHLAND SERVICES RECITALS: A. ORS 221.760 provides that for cities located within counties having population over 100,000 to receive state revenues from cigarette, gas and liquor taxes, the State of Oregon must be satisfied that the City provides certain municipal services. THE CITY OF ASHLAND HEREBY RESOLVES AS FOLLOWS: SECTION 1. The City of Ashland hereby certifies that is provides the following municipal services: • Police protection • Fire protection • Planning, zoning and subdivision services • Street construction, maintenance and lighting • Storm sewers • Water utilities • Sanitary sewer • Electric distribution SECTION 2. This resolution is effective upon adoption. This resolution was duly PASSED and ADOPTED this day of and takes effect upon signing by the Mayor. Alissa Kolodzinski, City Recorder Resolution No.20�25-1 8 Pagel of2 Page 183 of 499 SIGNED and APPROVED this day of 2025. Tonya Graham, Mayor Reviewed as to form: Johan Pietila, City Attorney Resolution No.20�25-1 8 Page 2 of 2 Page 184 of 499 RESOLUTION NO. 2025-19 A RESOLUTION DECLARING THE CITY'S ELECTION TO RECEIVE STATE REVENUES RECITALS: A. The City must annually adopt a resolution electing to receive an apportionment of the Oregon Department of Administrative Services General Fund revenues derived frown tax imposed on the sale of liquor as part of State Revenue Sharing. B. The City must also attest that it has allowed for recreational marijuana businesses. C. A public hearing oil the City of Ashland's election to receive State Revenues was held on June 3, 2025. THE CITY OF ASHLAND HEREBY RESOLVES AS FOLLOWS: SECTION 1. Pursuant to ORS, 221.770, the City hereby elects to receive state revenues for fiscal year 2025-2026. SECTION 2. This resolution is effective upon adoption. This resolution was duly PASSED and ADOPTED this day of and takes effect upon signing by the Mayor. Alissa Kolodzinski, City Recorder Resolution No.20�25-19 Pagel of2 Page 185 of 499 SIGNED and APPROVED this day of 2025. Tonya Graham, Mayor Reviewed as to form: Johan Pietila, City Attorney Resolution No.20�25-19 Page 2 of 2 Page 186 of 499 RESOLUTION NO. 2025-20 A RESOLUTION TO LEVY TAXES FOR THE FISCAL YEAR JULY 1,2025 THROUGH JUNE 30, 2026. RECITALS: A. That the City Council of the City of Ashland hereby levies a tax upon all real and personal property subject to assessment and levy within the corporate linuits of the City of Ashland, Jackson County, Oregon for general government purposes. B. The City Council also levies a tax on all taxable property within the City of Ashland as authorized for the repayment of General Obligation Debt. THE CITY OF ASHLAND HEREBY RESOLVES AS FOLLOWS: SECTION 1. That the City Council hereby declares taxes levied as follows: Bonded Debt Per$1000/Assessed Value General Fund- Operations 4.2865 2011 General Obligation Bonds 213,552 213,552 SECTION 2. This resolution is effective upon adoption. This resolution was duly PASSED and ADOPTED this day of and takes effect upon signing by the Mayor. Alissa Kolodzinski, City Recorder Resolution No.20�25-20 Pagel of Page 187 of 499 SIGNED and APPROVED this day of 2025. Tonya Graham, Mayor Reviewed as to form: Johan Pietila, City Attorney Resolution No.20�25-20 Page 2 of 2 Page 188 of 499 V nal,11111111111ilial, C o u n c*11 B 1 s I n e s s Date: June 3, 2'025 getiidlu Ilfeirrr Public Hearing and First.Reading of Ordinance 3264 Creating Section 13.40 of the Ashland Municipal Code Establishing Recreational Immunity Protectlons Departrheiin,t Legal From' Johan Pietila TIME ESTIMATE 15 minutes CATEGORY Action Needed -Motion to approve an action SUMMARY Council is requested to consider an ordlinance adopting Municipal Code language opting in to certain recreational immunity protections as allowed) by SB 1576 (2'024), modifying ORS 105.668. ORS 105.668 provides immunity against negligence claims arising from personal injury or property damage from the use of a trail or structures in an unimproved right of way or public easement_ However, the immunity offered by ORS 105.668 does not automatically apply to cities with populations of 500,000 or less, so the City must choose to opt in to receive those legal protections. POLICIES PLANTS & GOALS SUPPORTED None. BACKGROUND AND ADDITIONAL INFORMATION Undler Oregon law, recreational immunity generally protects property owners who have made their land available to the public without charge for recreational purposes. Recreational immunity was originally created by the Oregon Legislature to encourage landowners to make their lands available to the public for recreation, by providing tort immunity for liability that might result from that access. However, in recent case law, most notably Fields v. City of Newport, 326 Or App 764 (202',3), the Oregon appellate courts have chipped away at the legislatively-created recreational immunity. Fields determined that an individual who fell while walking along a trail to the beach with her dogs, socializing with a friend), was not 1.recreafing" at the time of her injury because she had not yet reached the beach. This case had serious implications for every jurisdliction where recreational trails may arguably serve as transportation routes to other recreational areas, such as parks or beaches. Earlier this year,the Oregon Legislature responded with SB 1576. That bill made certain legislative changes which affect all public entities without the need)for an opt-in (such as addling"walking, running, and bicycling to the list of"recreational purposes"which previously had included activities such as boating and hiking). However, there is one provision that requires an affirmative opt-in, at least for cities of under 500,000 residents. Cities may opt in to a provision that specifically addlresses liability for use of"trails,"".unimproved right of ways,"and similar areas. Many public entities in Oregon, such as Medford, Bend, Oregon City and Troutdale have, or are currently working on, opt-in ordinances or resolutions, all using similar language to take full advantage of the legislative remedy of SB 1576. Jackson County adopted a functionally identical opt-in provision on May 1, 2024 via Order 87-24. Adoption into Code is not necessarily required. A mere resolution would trigger the immunity provisions of S 1576—but City staff recommend adopting the opt-in as Code language to better give permanency to the opt-in and notice to stakeholders. ................................................................................................................................................................................................................................................................................................................................................................................... Page 1 of 2 1111G11G/%G/i�- I Page 189 of 499 �� l�� 7�/�,° ° �� c8� 0��I��e s s ��t�n g FISCAL IMPACTS There are no diirect budget impacts with regards to opting into ORS 105.668. Opfing-in could result in a reduction of future expendiitures related to risk management or litigation, the amount of whiich cannot be predicted in advance. SUGGESTED ACTIONS, MOTIONS, AND/OR OPT'ION�S Staff recommends approval of the ordiinanoe. Cmuinoi| Optione: Approve the ordinance aepresented. Modify the ordinance aepresented. Deny the ordinance ae presented and pnoviide direction tostaff. Suggested Motion: ^| move to approve Ordiinonce32�84aepreeented." REFERENCES &ATTACHMENTS 1. [)RD3284Recneaflona| Immunity 2. ORS 105.888 Immunity from LiabNity 3. Senate Bill 1578_2024 Page 2uf2 iriffoll;1i", Page 190of4gQ ORDINANCE NO. 3264 AN ORDINANCE CREATING SECTION 13.40 OF THE ASHLAND MUNICIPAL CODE ESTABLISHING RECREATIONAL IMMUNITY PROTECTIONS Annotated to show deletions and additions to the Ashland Municipal Code sections being modified. Deletions are bold lined through, and additions are bold underlined. WHEREAS,under Oregon law, recreational immunity generally protects property owners who have made their land available to the public without charge for recreational purposes. Recreational immunity was originally created by the Oregon Legislature to encourage landowners to make their lands available to the public for recreation, by providing tort lininunity for liability that might result from that access; WHEREAS,the Oregon Legislature enacted SB 1576 in its 2024 Legislative Session, which amended ORS, 105.668 to provide immunity for liability to all local governments for the use of trails and associated structures in public easements and unimproved rights-of-way; and WHEREAS, SB 1576 amended ORS 105.668 to extend the immunity to all local governments that elect to opt-in; and WHEREAS,the City of Ashland desires to opt-in to the immunity provided by ORS 105.668; and WHEREAS, Senate Bill 1576 made some legislative changes which affect all public entities without the need for an opt-in. However, a provision of SB 1576 requires affirmative opt-in to address liability for use of"trails", "uminproved rights-of-ways", and similar areas; and WHEREAS, adopting the opt-in as code language will provide better permanency to the opt-in and notice to stakeholders; now, therefore, THE PEOPLE OF THE CITY OF ASHLAND DO ORDAIN AS FOLLOWS: SECTION 1. —Due to liability lininunity arising from the use of trail or structures in public easement or right of way, Chapter 13.40 is hereby created to read as follows: (1) Pursuant to ORS 105.668(3)(a) and (b), on behalf of the City and its elected officials officers,employees and agents, the City opts in to the immunity from liability for lRiury or property damage arising from the use of trails or structures in public easements and/or unimproved rights of way as provided for and authorized by ORS 105.668. (2) Pursuant to ORS 105.668(3 c) and (d), the City opts to extend the immunit described in subsection (1) to: a. The owners,) of land abutting public easements and unimproved right o ways located within the City; and ORDINANCE NO. 3264 Page 1 of 2 Page 191 of 499 b. Any nonprofit corporation and its volunteers for the construction and maintenance of trails or structures in_a public easement or unimproved right of way located within the City. (3) As applicable,to comply with State statutes, administrative rules or local ordinances,and to act in the best interest of the City, and without further action by the City Council,the City Officials are hereby authorized,directed, and responsible for fulfilling the ministerial,intergovernmental,technical compliance,procedural or promotional functions as reg�uired for the effective administration and implementation of this ordinance and to tape any other action as may be advisable convenient, necessary, or appropriate, and the execution thereof by any such City Official shall be conclusive as to such determination. (4) Provisions of this Ordinance shall be incorporated in the City Code and the word "ordinance"may be 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 need not be codified and the City Recorder is authorized to correct any cross-references and any typographical errors. SECTION 2. Severability. Each section of this ordinance, and any part thereof, is severable, and if any part of this ordinance is held invalid by a court of competent jurisdiction, the remainder of this ordinance shall remain in hull force and effect. SECTION 3. Codification. Provisions of this Ordinance shall be incorporated in the City Code and the word "ordinance"may be 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 3-5)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 , 2025, and duly PASSED and ADOPTED this day of , 2025. PASSED by the City Council this day of , 2025. ATTEST': Alissa Iolodzinski, City Recorder SIGNED and.APPROVED this day of , 2025. Tonya Graham, Mayor Reviewed as to form: Johan Pietila, City Attorney ORDINANCE NO. 3264 Page 2 of 2 Page 192 of 499 ORS 105.688 Applicability of immunities from liability for owner of land; restrictions, 105.688 Applicability of immunities from liability for owner of land; restrictions. (1) Except as specifically provided in ORS 105.672 to 105.696, the immunities provided by ORS 105.682 apply to: (a)All land, including but not limited to land adjacent or contiguous to any bodies of water, watercourses or the ocean shore as defined by ORS 390.605; (b)All roads, bodies of water, watercourses, rights of way, buildings, fixtures and structures on the land described in paragraph(a) of this subsection; (c)All paths, trails,roads, watercourses and other rights of way while being used by a person to reach land for recreational purposes, gardening,woodcutting or the harvest of special forest products, that are on land adjacent to the land that the person intends to use for recreational purposes, gardening, woodcutting or the harvest of special forest products, and that have not been improved, designed or maintained for the specific purpose of providing access for recreational purposes, gardening,woodcutting or the harvest of special forest products; and (d)All machinery or equipment on the land described in paragraph(a) of this subsection. (2)The inununities provided by ORS 105.682 apply to land if the owner transfers an easement to a public body to use the land. (3)Except as provided in subsections (4) to (7) of this section, the immunities provided by ORS 105.682 do not apply if the owner makes any charge for permission to use the land for recreational purposes, gardening,woodcutting or the harvest of special forest products. (4) If the owner charges for permission to use the owner's land for one or more specific recreational purposes and the owner provides notice in the manner provided by subsection (8) of this section, the immunities provided by ORS 105.682 apply to any use of the land other than the activities for which the charge is imposed. If the owner charges for permission to use a specified part of the owner's land for recreational purposes and the owner provides notice in the manner provided by subsection(8) of this section, the immunities provided by ORS 105.682 apply to the remainder of the owner's land. (5)The inununities provided by ORS 105.682 for gardening do not apply if the owner charges more than $25 per year for the use of the land for gardening. If the owner charges iiiore than $,25 per year for the use of the land for gardening, the inununities provided by ORS 105.682 apply to any use of the land other than gardening. If the owner charges mare than $,25 per year for permission to use a specific part of the owner's land for gardening and the owner provides notice in the manner provided by subsection(8) of this section, the inununities provided by ORS 105.682 apply to the remainder of the owner's land. (6)The inununities provided by ORS 105.682 for woodcutting do not apply if the owner charges more than $75 per cord for permission to use the land for woodcutting. If the owner ORS 105.688 Page 193 of 499 charges more than $75 per cord for the use of the land for woodcutting, the inununities provided by ORS 105.682 apply to any use of the land other than woodcutting. If the owner charges more than $,75 per cord for permission to use a specific part of the owner's land for woodcutting and the owner provides notice in the manner provided by subsection(8) of this section, the immunities provided by ORS 105.682 apply to the remainder of the owner's land. (7)The inununities provided by ORS 105.682 for the harvest of special forest products do not apply if the owner makes any charge for permission to use the land for the harvest of special forest products. If the owner charges for permission to use the owner's land for the harvest of special forest products, the inununities provided by ORS 105.682 apply to any use of the land other than the harvest of special forest products. If the owner charges for permission to use a specific part of the owner's land for harvesting special forest products and the owner provides notice in the manner provided by subsection(8) of this section, the inununities provided by ORS 105.682 apply to the remainder of the owner's land. (8)Notices under subsections (4) to (7) of this section may be given by posting, as part of a receipt, or by such other means as may be reasonably calculated to apprise a person of: (a) The limited uses of the land for which the charge is made, and the inununities provided under ORS 105.682 for other uses of the land; or (b)The portion of the land the use of which is subject to the charge, and the inununities provided under ORS 105.682 for the remainder of the land. [1995 c.456 §4; 1999 c.872 §7; 2001 c.206 §1; 2009 c.532 §2; 2010 c.52 §2] ORS 105.688 Page 194 of 499 82nd OREGON LEGISLATIVE ABSEMBLY--2024 Regular Session Enrolled Senate Bill 1576 Printed pursuant to Senate Interim Rule 213.28 by order of the President of the Senate in conform- ance with presession filing rules, indicating neither advocacy nor opposition on the part of the President (.at the request of Senate Interim Committee on Judiciary for Senator Floyd Prozanski,) CHAPTER ................................................. AN ACT Relating to civil matters; creating new provisions; amending ORS 1.7.095, 105.668, 105.672, 105.688 and 646A.589; and declaring an emergency. Be It Enacted by the People of the State of Oregon: SECTION 1. ORS 646A.589 is amended to read: 646A.589. (1)(a) The Attorney General may serve an investigative demand upon .any person that possesses, controls, or has custody of any information, document or other material that the Attorney General determines is relevant to an investigation of a violation of ORS 646A.570 to 646A,.589 or that could lead to a discovery of relevant information. An investigative demand may require the person to: (A) Appear and testify under oath at the time and place specified in the investigative demand; (B) Answer written interrogatories; or (C) Produce relevant documents or physical evidence for examination at the time .and place specified in the investigative demand. (b) The Attorney General shall serve an investigative demand under this section in the manner provided in ORS 646.622. The Attorney General may enforce the investigative demand as provided in ORS 646.626. (2)(a) An attorney may .accompany, represent and advise in confidence a person that appears in response to a demand under subs-ection (1)(a)(A,) of this section. The person may refuse to answer any question on constitutional grounds or on the basis of any other legal right or privilege, includ- ing protection against Self-incrimination, but must answer any other question that is not subject to the right or privilege. If the person refuses to answer a question on grounds that the answer would be self-incriminating, the Attorney General may compel the person to testify as provided in ORS 1.36.61.7. (b) The Attorney General shall exclude from the place in which the Attorney General conducts an examination under this subsection all persons other than the person the Attorney General is examining, the person's attorney, the officer before which the person gives the testimony and any stenographer recording the testimony. (3)(a) The Attorney General shall hold in confidence and may not disclose to .any person any documents„ including data protection assessments, answers to interrogatories and transcripts of oral testimony, except that the Attorney General may disclose the documents to: (A) The person that provided the documents or the oral testimony; (B) The attorney or representative of the person that provided the documents or oral testimony; Enrolled.Senate Bill 1576(SB 11576-A) Page 11 Page 195 of 499 (C) [Employees of] Persons employed by the Attorney General; or (D) An official of the United States or of any state who is authorized to enforce federal or state consumer protection laws if the Attorney General first obtains a written agreement from the official in which the official agrees, to abide by the confidentiality requirements of this subsection. (b) The Attorney General may use any of the materials described in paragraph (a) of this, sub- section in any investigation the Attorney General conducts under this section or in any action or proceeding the Attorney General brings or initiates in a court or before an administrative agency in connection with the investigation. (4)(a) The Attorney General may bring an action to seek a civil penalty of not more than $7,500 for each violation of ORS 646A.570 to 646A.589 or to enjoin a violation or obtain other equitable relief. The Attorney General shall bring the action in the circuit court for Multnomah County or the circuit court of a county where any part of the violation occurred. (b) A court may award reasonable attorney fees, expert witness, fees, and costs of investigation to the Attorney General if the Attorney General prevails in an action under this, subsection. The court may award reasonable attorney fees to a defendant that prevails in an action under this, sub- section if the court finds that the Attorney General had no objectively reasonable bas,is, for asserting the claim or for appealing an adverse decision of the trial court. (c) The Attorney General shall deposit the proceeds, of any recovery under this subsection into the Department of Justice Protection and Education Revolving Account, as provided in ORS 180.095. (5) Before bringing an action under subsection (4) of this section, the Attorney General shall notify a controller of a violation of ORS 646A.570 to 646A.589, if the Attorney General determines that the controller can cure the violation. If the controller fails to cure the violation within 30 days after receiving the notice of the violation, the Attorney General may bring the action without fur- ther notice. (6) The Attorney General shall bring an action under subsection (4) of this section within five years after the date of the last act of a controller that constituted the violation for which the At- torney General seeks relief. (7) The remedies, available to the Attorney General under subsection (4) of this section are in addition to and not in lieu of any other relief available to the Attorney General or another person under other applicable provisions of law. A claim available under another provision of law may be joined to the Attorney General's, claim under subsection (4) of this section. (8) The Attorney General has, exclusive authority to enforce the provisions of ORS 646A.570 to 646A.589. ORS 646A.570 to 646A.589,, or any other laws, of this state, do not create a private right of action to enforce a violation of ORS 646A.570 to 646A.589. SECTION 2. ORS 646A.589, as amended by section 11, chapter 369,, Oregon Laws 2023, is amended to read: 646A.589. (1)(a) The Attorney General may serve an investigative demand upon any person that possesses, controls, or has custody of any information, document or other material that the Attorney General determines, is relevant to an investigation of a violation of ORS 646A.570 to 646A.589, or that could lead to a discovery of relevant information. An investigative demand may require the person to: (A) Appear and testify under oath at the time and place specified in the investigative demand; (B) Answer written interrogatories; or (C) Produce relevant documents or physical evidence for examination at the time and place specified in the investigative demand. (b) The Attorney General shall serve an investigative demand under this, section in the manner provided in ORS 646.622. The Attorney General may enforce the investigative demand as provided in ORS 646.626. (2)(a) An attorney may accompany, represent and advise in confidence a person that appears in response to a demand under subsection (1)(a),(A) of this section. The person may refuse to answer any question on constitutional grounds, or on the basis of any other legal right or privilege, includ- ing protection against self-incrimination, but must answer any other question that is not subject to Enrolled Senate Bill 1576(SB 1576-A) Page 2 Page 196 of 499 the right or privilege. If the person refuses, to answer a question on grounds, that the answer would be self-incriminating, the Attorney General may compel the person to testify as provided in ORS 136.617. (b) The Attorney General shall exclude from the place in which the Attorney General conducts an examination under this subsection all persons other than the person the Attorney General is examining, the persons attorney, the officer before which the person gives the testimony and any stenographer recording the testimony. (3)(a) The Attorney General shall hold in confidence and may not disclose to any person any documents, including data protection assessments, answers to interrogatories and transcripts of oral testimony, except that the Attorney General may disclose the documents, to: (A) The person that provided the documents or the oral testimony; (B) The attorney or representative of the person that provided the documents or oral testimony; (C) [Employees of] Persons employed by the Attorney General; or (D) An official of the United States or of any state who is authorized to enforce federal or state consumer protection laws if the Attorney General first obtains a written agreement from the official in which the official agrees, to abide by the confidentiality requirements of this subsection. (b) The Attorney General may use any of the materials described in paragraph (a) of this, sub- section in any investigation the Attorney General conducts, under this section or in any action or proceeding the Attorney General brings or initiates in a court or before an administrative agency in connection with the investigation. (4)(a) The Attorney General may bring an action to seek a civil penalty of not more than $7,500 for each violation of ORS 646A.570 to 646A.589, or to enjoin a violation or obtain other equitable relief. The Attorney General shall bring the action in the circuit court for Multnomah County or the circuit court of a county where any part of the violation occurred. (b) A court may award reasonable attorney fees, expert witness fees, and costs of investigation to the Attorney General if the Attorney General prevails, in an action under this subsection. The court may award reasonable attorney fees to a defendant that prevails in an action under this sub- section if the court finds that the Attorney General had no objectively reasonable basis, for asserting the claim or for appealing an adverse decision of the trial court. (c) The Attorney General shall deposit the proceeds of any recovery under this subsection into the Department of Justice Protection and Education Revolving Account, as provided in ORS 180.095. (5) The Attorney General shall bring an action under subsection (4) of this section within five years after the date of the last act of a controller that constituted the violation for which the At- torney General seeks relief. (6) The remedies, available to the Attorney General under subsection (4) of this section are in addition to and not in lieu of any other relief available to the Attorney General or another person under other applicable provisions of law. A claim available under another provision of law may be joined to the Attorney General's claim under subsection (4) of this section. (7) The Attorney General has, exclusive authority to enforce the provisions of ORS 646A.570 to 646A.589. ORS 646A.570 to 646A.589,, or any other laws of this state, do not create a private right of action to enforce a violation of ORS 646A.570 to 646A.589. SECTION 3. A court record relating to the settlement of a minor's claim approved under ORCP 27 1 is confidential and may not be disclosed, except pursuant to a court order issued for good cause shown. Good cause for purposes of this section includes, but is not limited to, a showing that the claimant is no longer a minor. SECTION 4. ORS 17.095 is amended to read: 17.095. (1) A public body, or officer, employee or agent of a public body, who is a defendant in an action under ORS 30.260 to 30.300, or who is a defendant in an action under ORS 294.100, may not enter into any settlement or compromise of the action if the settlement or compromise requires that the terms or conditions, of the settlement or compromise be confidential. (2) Notwithstanding subsection (1) of this section: Enrolled Senate Bill 1576(SB 1576-A) Page 3 Page 197 of 499 (a) A public body, or officer, employee or agent of a public body, may enter into a settlement or compromise that requires the terms or conditions to be confidential if federal law requires, terms or conditions, of that settlement or compromise to be confidential. Only terms and conditions that are required to be confidential under federal law may be confidential in the settlement or compro- mise. (b) A court may order that the terms or conditions of a settlement or compromise that reveal the identity of a person be confidential if. (A) The person whose identity is revealed is a victim of sexual abuse or is under 18 years of age; and (B) The court determines, by written findings, that the specific privacy interests of the person outweigh the public's interest in the terms, or conditions. (c) A court record relating to the settlement of a minor's claim is confidential when re- quired by section 3 of this 2024 Act. (3) Any public body, or officer, employee or agent of a public body, who is a defendant in an action under ORS 30.260 to 30.300, or who is a defendant in an action under ORS 294.100, shall file with the court a full and complete disclosure of the terms and conditions of any settlement or compromise of the claims against the public body, its officers, employees or agents. The disclosure shall be filed prior to the dismissal of the action. (4) For the purposes of this section: (a) "Action" means a legal proceeding that has been commenced as, provided in ORCP 3; and (b) "Public body" has that meaning given in ORS 30.260. SECTION 5. ORS 105.668 is amended to read: 105.668. (1) As used in this section: (a) "Local government" has the meaning given that term in ORS 174.116. VaA (b) "Structures" means, improvements in a trail, including, but not limited to, stairs and bridges, that are accessible by a user on foot, on a horse or on a bicycle or other nonmotorized vehicle or conveyance. [(b)] (c) "Unimproved right of way" means a platted or dedicated public right of way over which a street, road or highway has not been constructed to the standards and specifications of the [city] local government with jurisdiction over the public right of way and for which the [city] local government has, not expressly accepted responsibility for maintenance. (2) In a city with a population of 500,000 or greater, a personal injury or property damage resulting from use of a trail that is in a public easement or in an unimproved right of way, or from use of structures in the public easement or unimproved right of way, by a user on foot, on a horse or on a bicycle or other nonmotorized vehicle or conveyance does, not give rise to a private claim or right of action based on negligence against: [(a) A city with a population of 500,000 or more;]' (a) The city; (b) The officers, employees or agents of [a city with a population of 500,000 or more] the city to the extent the officers, employees or agents, are entitled to defense and indemnification under ORS 30.285; (c) The owner of land abutting the public easement[,] or unimproved right of way[, in a city with a population of 500,000 or more] in the city; or (d) A nonprofit corporation and its volunteers for the construction and maintenance of the trail or the structures in a public easement or unimproved right of way in [,a city with a population of 500,000 or more] the city. (3) [Notwithstanding the limit in subsection (2) of this section to a city with a population of 500,000 or more, by adoption of an ordinance or resolution, a city or county] A local government to which subsection (2) of this section does not apply may opt to limit liability in the manner established by subsection (2) of this section by ordinance, resolution, rule, order or other regulation for: [(a) The city or county that opts in by ordinance or resolution,] (a) The local government; Enrolled Senate Bill 1576(SB 1576-A) Page 4 Page 198 of 499 (b) The officers, employees, or agents, of the [city or county that opts in.[ local government to the extent the officers,, employees or agents, are entitled to defense and indemnification under ORS 30.285; (c) The owner of land abutting the public easement[,] or unimproved right of way[., in the city or county that opts in by ordinance or resolution,- and] in the local government; or (d) A nonprofit corporation and its volunteers for the construction and maintenance of the trail or the structures in a public easement or unimproved right of way in the Dcity or county that opts in] local government. (4) [The immunity granted by this section from a private claim or right of action based on negligence] This section does not grant immunity from liability: (a) Except as provided in subsection (2)(b) or (3)(b) of this section, to a person that receives, compensation for providing assistance, services or advice in relation to conduct that leads to a personal injury or property damage. (b) For [ ersonal injur p y or property damage resulting from] gross negligence or [from] reckless, wanton or intentional misconduct. (c) For an activity for which [a person] the actor is, strictly liable without regard to fault. SECTION 6. ORS 105.672 is amended to read: 105.672. As used in ORS 105.672 to 105.696: (1) "Charge": (a) Means the admission price or fee requested or expected by an owner in return for granting permission for a person to enter or go upon the owner's land. (b) Does not mean any amount received from a public body in return for granting permission for the public to enter or go upon the owner's land. (c) Does not include the fee for a winter recreation parking permit or any other parking fee of $15 or less per day. (2) "Harvest" has that meaning given in ORS 164.813. (3) "Land" includes all real property, whether publicly or privately owned. (4) "Owner" means: (a) The possessor of any interest in any land, including but not limited to the holder of any legal or equitable title, a tenant, a lessee, an occupant, the holder of an easement, the holder of a right of way or a person in possession of the land; (b) An officer, employee, volunteer or agent of a person described in paragraph (a) of this sub- section, while acting within the scope of assigned duties; and (C) A director, partner, general partner, shareholder, limited liability company member, limited liability partner or limited partner of a person described in paragraph (a) of this subsection. (5) "Recreational purposes," includes, but is, not limited to, outdoor activities such as hunting, fishing, swimming, boating, camping, picnicking, hiking, walking, running, bicycling, nature study, outdoor educational activities, waterskiing, winter sports, viewing or enjoying historical, archaeological, scenic or scientific sites or volunteering for any public purpose project. (6) "Special forest products," has, that meaning given in ORS 164.813. (7) "Woodcutting" means the cutting or removal of wood from land by an individual who has obtained permission from the owner of the land to cut or remove wood. SECTION 7. ORS 105.688 is amended to read: 105.688. (1) Except as specifically provided in ORS 105.672 to 105.696, the immunities, provided by ORS 105.682 apply to: (a) All land, including but not limited to land adjacent or contiguous to any bodies of water, watercourses or the ocean shore as defined by ORS 390.605; (b) All roads, bodies of water, watercourses, rights of way, buildings, fixtures and structures on the land described in paragraph (a) of this subsection; (c) All paths, trails, roads,, watercourses, and other rights, of way, while being used by a person to reach land for recreational purposes, gardening, woodcutting or the harvest of special forest products, that are on land adjacent to the land that the person intends to use for recreational pur- Enrolled.Senate Bill 1576(SB 1576-A) Page 5 Page 199 of 499 poses, gardening, woodcutting or the harvest of special forest products, [and that heave] provided that: (A) The right of way has not been improved, designed or maintained for the specific purpose of providing access for recreational purposes, gardening, woodcutting or the harvest of special forest products; [and] or (B)(i) The right of way has been improved, designed or maintained to provide access for recreational purposes, gardening, woodcutting or the harvest of special forest products; (ii) The right of way is not a highway maintained under ORS 810.010; and (iii) The improvement, design or maintenance was completed in a manner that does not constitute: (1) Gross negligence or reckless, wanton or intentional misconduct; or (H) An activity for which the actor is strictly liable without regard to fault; and (d) All machinery or equipment on the land described in paragraph (a) of this subsection. (2) The immunities provided by ORS 105.682 apply to land if the owner transfers an easement to a public body to use the land. (3) Except as provided in subsections (4) to (7), of this, section, the immunities provided by ORS 105.682 do not apply if the owner makes any charge, for permission to use the land for recreational purposes, gardening, woodcutting or the harvest of special forest products. (4) If the owner charges for permission to use the owner's land for one or more specific recre- ational purposes, and the owner provides notice in the manner provided by subsection (8) of this section, the immunities provided by ORS 105.682 apply to any use of the land other than the activ- ities for which the charge is imposed. If the owner charges for permission to use a specified part of the owner's land for recreational purposes and the owner provides notice in the manner provided by subsection (8) of this section, the immunities provided by ORS 105.682 apply to the remainder of the owner's land. (5) The immunities, provided by ORS 105.682 for gardening do not apply if the owner charges more than $25 per year for the use of the land for gardening. If the owner charges more than $25 per year for the use of the land for gardening, the immunities provided by ORS 105.682 apply to any use of the land other than gardening. If the owner charges more than $25 per year for permission to use a specific part of the owner's land for gardening and the owner provides, notice in the manner provided by subsection (8) of this, section, the immunities provided by ORS 105.682 apply to the re- mainder of the owner's, land. (6) The immunities provided by ORS 105.682 for woodcutting do not apply if the owner charges more than $75 per cord for permission to use the land for woodcutting. If the owner charges more than $75 per cord for the use of the land for woodcutting, the immunities provided by ORS 105.682 apply to any use of the land other than woodcutting. If the owner charges more than $75 per cord for permission to use a specific part of the owner's land for woodcutting and the owner provides notice in the manner provided by subsection (8) of this section, the immunities provided by ORS 105.682 apply to the remainder of the owner's land. (7) The immunities, provided by ORS 105.682 for the harvest of special forest products do not apply if the owner makes, any charge for permission to use the land for the harvest of special forest products. If the owner charges for permission to use the owner's, land for the harvest of special forest products, the immunities, provided by ORS 105.682 apply to any use of the land other than the harvest of special forest products. If the owner charges, for permission to use a specific part of the owner's land for harvesting special forest products and the owner provides notice in the manner provided by subsection (8) of this, section, the immunities, provided by ORS 105.682 apply to the re- mainder of the owner's, land. (8) Notices, under subsections (4) to (7) of this section may be given by posting, as part of a re- ceipt, or by such other means as may be reasonably calculated to apprise a person of. (a) The limited uses, of the land for which the charge is made, and the immunities provided under ORS 105.682 for other uses of the land; or Enrolled Senate Bill 1576(SB 1576-A) Page 6 Page 200 of 499 (b) The portion of the land the use of which is, subject to the charge, and the immunities, pro- vided under ORS 105.682 for the remainder of the land. SECTION 8. ORS 105.668, as amended by section 5 of this 2024 Act, is amended to read: 105.668. (1) As used in this section: (a) "Local government" [has the meaning given that term in ORS 174.1161 means a city or county. (b) "Structures" means improvements, in a trail, including, but not limited to, stairs and bridges,, that are accessible by a user on foot, on a horse or on a bicycle or other no motorized vehicle or conveyance. (c) "Unimproved right of way" means a platted or dedicated public right of way over which a street, road or highway has not been constructed to the standards and specifications of the local government with jurisdiction over the public right of way and for which the local government has not expressly accepted responsibility for maintenance. (2) In a city with a population of 500,000 or greater, a personal injury or property damage re- sulting from use of a trail that is in a public easement or in an unimproved right of way, or from use of structures in the public easement or unimproved right of way, by a user on foot, on a horse or on a bicycle or other nonmotorized vehicle or conveyance does, not give rise to a private claim or right of action based on negligence against: (a) The city; (b) The officers, employees or agents of the city to the extent the officers, employees or agents are entitled to defense and indemnification under ORS 30.285; (c) The owner of land abutting the public easement or unimproved right of way in the city; or (d) A nonprofit corporation and its volunteers for the construction and maintenance of the trail or the structures in a public easement or unimproved right of way in the city. (3) A local government to which subsection (2) of this section does not apply may opt to limit liability in the manner established by subsection (2) of this section by ordinance, resolution, rule, order or other regulation for: (a) The local government; (b) The officers, employees or agents, of the local government to the extent the officers, em- ployees or agents are entitled to defense and indemnification under ORS 30.285; (c) The owner of land abutting the public easement or unimproved right of way in the local government; or (d) A nonprofit corporation and its volunteers for the construction and maintenance of the trail or the structures in a public easement or unimproved right of way in the local government. (4) This section does not grant immunity from liability: (a) Except as provided in subsection (2)(b) or (3)(b) of this section, to a person that receives compensation for providing assistance, services, or advice in relation to conduct that leads, to a personal injury or property damage. (b) For gross, negligence or reckless,, wanton or intentional misconduct. (c) For an activity for which a person is strictly liable without regard to fault. §.E C T.I.ON 9.., ORS 105.672, as amended by section 6 of this 2024 Act, is amended to read: 105.672. As used in ORS 105.672 to 105.696: (1) "Charge": (a) Means the admission price or fee requested or expected by an owner in return for granting permission for a person to enter or go upon the owner's land. (b) Does not mean any amount received from a public body in return for granting permission for the public to enter or go upon the owner's land. (c) Does not include the fee for a winter recreation parking permit or any other parking fee of $15 or less per day. (2) "Harvest" has that meaning given in ORS 164.813. (3) "Land" includes all real property, whether publicly or privately owned. (4) "Owner" means: Enrolled Senate Bill 1576 (SB 1576-A) Page 7 Page 201 of 499 (a) The possessor of any interest in any land, including but not limited to the holder of any legal or equitable title, a tenant, a lessee, an occupant, the holder of an easement, the holder of a right of way or a person in possession of the land; (b) An officer, employee, volunteer or agent of a person described in paragraph (a) of this sub- section, while acting within the scope of assigned duties; and (c) A director, partner, general partner, shareholder, limited liability company member, limited liability partner or limited partner of a person described in paragraph (a) of this subsection. (5) "Recreational purposes," includes, but is, not limited to, outdoor activities such as hunting, fishing, swimming, boating, camping, picnicking, hiking, [walking, running, bicycling,] nature study, outdoor educational activities, waterskiing, winter sports, viewing or enjoying historical, archaeological, scenic or scientific sites or volunteering for any public purpose project. (6) "Special forest products," has, that meaning given in ORS 164.813. (7) "Woodcutting" means the cutting or removal of wood from land by an individual who has obtained permission from the owner of the land to cut or remove wood. SECTION 10. ORS 105.688, as amended by section 7 of this 2024 Act, is amended to read: 105.688. (1) Except as specifically provided in ORS 105.672 to 105.696, the immunities, provided by ORS 105.682 apply to: (a) All land, including but not limited to land adjacent or contiguous to any bodies of water, watercourses or the ocean shore as defined by ORS 390.605; (b) All roads, bodies of water, watercourses, rights of way, buildings, fixtures and structures on the land described in paragraph (a) of this subsection; (c) All paths, trails, roads,, watercourses, and other rights of way, while being used by a person to reach land for recreational purposes, gardening, woodcutting or the harvest of special forest products, that are on land adjacent to the land that the person intends to use for recreational pur- poses, gardening, woodcutting or the harvest of special forest products,, provided that[-1 [(A)] the right of way has not been improved, designed or maintained for the specific purpose of providing access for recreational purposes, gardening, woodcutting or the harvest of special forest products; [or] and [(B)(i) The right of way has been improved, designed or maintained to provide access for recre- ational purposes, gardening, woodcutting or the harvest of special forest products'-1 1(ii) The right of way is not a highway maintained under ORS 810.010, andl 1(iii) The improvement, design or maintenance was completed in a manner that does not constituted [(I) Gross negligence or reckless, wanton or intentional misconduct; or.1 [(H) An activity for which the actor is strictly liable without regard to fault; and] (d) All machinery or equipment on the land described in paragraph (a) of this subsection. (2) The immunities provided by ORS 105.682 apply to land if the owner transfers, an easement to a public body to use the land. (3) Except as, provided in subsections (4) to (7) of this section, the immunities provided by ORS 105.682 do not apply if the owner makes any charge for permission to use the land for recreational purposes, gardening, woodcutting or the harvest of special forest products,. (4) If the owner charges for perinis,s,ion to use the owner's, land for one or more specific recre- ational purposes and the owner provides notice in the manner provided by subsection (8) of this section, the immunities provided by ORS 105.682 apply to any use of the land other than the activ- ities, for which the charge is imposed. If the owner charges for permission to use a specified part of the owner's land for recreational purposes and the owner provides notice in the manner provided by subsection (8) of this section, the immunities provided by ORS 105.682 apply to the remainder of the owner's land. (5) The immunities provided by ORS 105.682 for gardening do not apply if the owner charges more than $25 per year for the use of the land for gardening. If the owner charges more than $25 per year for the use of the land for gardening, the immunities provided by ORS 105.682 apply to any use of the land other than gardening. If the owner charges more than $25 per year for permission Enrolled Senate Bill 1576(SB 1576-A) Page 8 Page 202 of 499 to use a specific part of the owner's land for gardening and the owner provides, notice in the manner provided by subsection (8) of this, section, the immunities, provided by ORS 105.682 apply to the re- mainder of the owner's, land. (6) The immunities provided by ORS 105.682 for woodcutting do not apply if the owner charges more than $75 per cord for permission to use the land for woodcutting. If the owner charges more than $75 per cord for the use of the land for woodcutting, the immunities provided by ORS 105.682 apply to any use of the land other than woodcutting. If the owner charges more than $75 per cord for permission to use a specific part of the owner's land for woodcutting and the owner provides notice in the manner provided by subsection (8) of this section, the immunities provided by ORS 105.682 apply to the remainder of the owner's land. (7) The immunities, provided by ORS 105.682 for the harvest of special forest products do not apply if the owner makes, any charge for permission to use the land for the harvest of special forest products. If the owner charges for permission to use the owner's, land for the harvest of special forest products, the immunities, provided by ORS 105.682 apply to any use of the land other than the harvest of special forest products. If the owner charges, for permission to use a specific part of the owner's land for harvesting special forest products and the owner provides notice in the manner provided by subsection (8) of this, section, the immunities, provided by ORS 105.682 apply to the re- mainder of the owner's, land. (8) Notices, under subsections (4) to (7) of this section may be given by posting, as part of a re- ceipt, or by such other means as may be reasonably calculated to apprise a person of. (a) The limited uses, of the land for which the charge is made, and the immunities provided under ORS 105.682 for other uses of the land; or (b) The portion of the land the use of which is, subject to the charge, and the immunities, pro- vided under ORS 105.682 for the remainder of the land. SECTION 11. (1) The amendments to ORS 105.668, 105.672 and 105.688 by sections 5 to 7 of this 2024 Act apply to actions for personal injury, death or property damage commenced on or after the effective date of this 2024 Act, and before January 2, 2026. (2), The amendments to ORS 105.668, 105.672 and 105.688 by sections 8 to 10 of this 2024 Act become operative on January 2, 2026, and apply to actions for personal injury, death or property damage commenced on or after January 2, 2026. (3) An ordinance, resolution, rule, order or other regulation under ORS 105.668 (3) that is adopted by a local government other than a city or county is not effective after January 2, 2026. SECTION 12. This 2024 Act being necessary for the immediate preservation of the public peace, health and safety, an emergency is declared to exist, and this 2024 Act takes effect on its passage. Enrolled Senate Bill 1576(SB 1576-A) Page 9 Page 203 of 499 Passed by Senate February 22, 2024 Received by Governor. ........................M.,......................................................... 2IY24 .............................................................................. Obadiah Rutledge., Secretary of Senate... Approved: ........................M.,......................................................... 2IY24 .................................................................................. Rob Wagner, President of Senate .................................................................................. Passed by House March 5, 20124 Tina Kotek, Governor Filed in Office of Secretary of State: ........................M.,.........................................................I 2IY24 Dam, Rayfield, Speaker of House .................................................................................. LaVonne Griffin-Valade, Secretary of State Enrolled Senate Bill 1576(SB 1576-A) Page 10 Page 204 of 499 V nal,11111111111ilial, C o u n c*11 B us I n e s s Date: ,June 3, 2'025 geoidlu Vlfeirr Public (Hearing and First.Reading of Ordinance 3265, adopting the 2'tl2'5 Economic Opportunities Analysis as a technical support document to the Economic Element of the City of Ashland Comprehensive Flan Departrheird, Community Development From' Brandon Goldman, Director of Community Development. TIME ESTIMATE 45 minutes CATEGORY Ordinance/Resolution -a motion is needed to adopt the ORD. or RESO. SUMMARY The City Council is requested to approve First Readling of Ordinance No. 3265, which adopts the 262',5 Economic Opportunities Analysis (EOA), prepared by Community Attributes Inc., as a technical support document to the Economy Element of the Ashland Comprehensive Flan. The EOA provides a data-driven analysis of Ashland's employment trends and land needs for the 2025-2045 planning horizon. POLICIES PLANWS & GOALS SUPPORTED The adoption of the 2'tl2'5 Economic Opportunities Analysis (EOA)is consistent with and supports the following local and state policies and regulatory frameworks: • Ashland) Comprehensive Flan • Economy Element: The EOA provides the technical foundation to inform updates to the City's economic development goals and policies. • Land Use Planning Element: Supports long-range planning decisions by aligning employment land) needs with available capacity and future growth projections. • Ashland) (Municipal Code(AMC) • AMC 18.5.9.010—Comprehensive Plan Amendments: Establishes the process for legislative amendments to the Comprehensive Flan, including the adoption of technical support documents We the EOA. • AMC 18.5.9.020—Applicability and Review Procedure: Identifies the Type III I legislative process applicable to this action, including public hearings before the Planning Commission and City Council. • State Planning Goals and Administrative Rules • Statewide Planning Goal 9—Economic Development: Requires cities to provide adequate opportunities for a variety of economic activities through the maintenance of a suifficient supply of suitable employment land). • OAR 660-009-0015—Economic Opportunities Analysis (EOA) Requirements: Specifies the required content, methodology, and use of EOAs in evaluating employment land needs and supporting Goal 9 compliance. • Oregon Revised Statutes (ORS) o ORS Chapter 197—Comprehensive Lana"Use Planning Coordination: Provides the statutory framework for comprehensive plan amendments and the inclusion of technical support documents to guide local planning decisions. ................................................................................................................................................................................................................................................................................................................................................................................... Page 1 of 3 1111G11G/%G/i�- I Page 205 of 499 �� l�� 7�/�,° ° �� c8� 0��I��e s s ��t�n g BACKGROUND AND ADDITIONAL INFORMATION Oregon cities are requiired by Statewide Planning Goal 9— Economic Development—and OAR 660-009-0015 to evaluate and plan for sufficient employment lands to accommodate projected job growth over a 20'yearhorizon. An Economic Opportunities Analysis (EOA) is the primary tool used to satisfy this requiirement. The EOA identifies local economic trends, assesses land supply and demand for employment uses, and provides a technical foundation to inform economic development policy and future land use decisions. An EOA does not create new policy or regulatory changes but establishes a factual basis for future land use and economic development decisions. The 2025 Ashland EOA, prepared by Community Attributes Inc. (CAI), is an update to the City's previous analysis adopted in 2OD7. Un the nearly two decades since that adoption, Ashland has experienced substantial changes in demographic trends, employment patterns, land use conditions, and economic challenges—prompting the need for a comprehensive reassessment. Events such ae the 2DO8 recession,the COV|D'1g pandemic, the expansion of remote work, and increasing housing costs have all contributed to evolving land use and employment dynamics in the region. The updated EOA was developed in accordance with the methodologies and requirements outlined in OAR 660- 009. |tutiUizeeregionaU |abormarketdata from the Oregon Employment Department, land capacity data from the City's adopted 2024 Buildable Lands Inventory, and insights from interviews, surveys, and public engagement. The meaui|tiaalocally tailored, data-driven analysis that projects employment growth through 2045 and evaluates Ashland's ability to accommodate that growth within its existing land supply. Ae detailed in the attached staff report, adoption of the 2O25 EOA amends the Comprehensive Plan to incorporate the E[A as a technical support document to the Economy Element. This ensures that future planning decisions and City economic policy are supported by up-to-date economic data and consistent with statewide planning mandates. The EOA will serve as a factual foundation for evaluating future amendments to land use designations, zoning updates,targeted employment strategies, and other implementation tools aimed at strengthening Ashland's economy. This planning action is legislative in nature and is processed as a Type U|| land use decision under AMC 18.5.9. The public hearing before the Planning Commission was held on May 27, 2025, and this hearing before the City Council ie required to finalize the Comprehensive Plan amendment through adoption of Ordinance 3285. FISCAL IMPACTS Adoption of the Economic Opportunities Analysis has no direct fiscal impact on the City. The preparation of the 2025 EOA was funded through a combination of state and local resources, including a$80'000technicaU assistance grant from the Oregon Department of Land Conservation and Development(DLCD). The City of Ashland contributed $12'4DO toward the $,72,400 contract with Community Attributes Inc. (CAI). This contribution represents a direct financial commitment and does not include the value of staff time and in-kind support provided throughout the project. SUGGESTED ACTIONS, MOTIONS, AND/OR OPT'ION�S A public hearing before the Planning Commission is scheduled for May 27, 2025, after the drafting of this Council Communication. The Planning Commission's recommendation on the proposed adoption of the 20�5 Economic Opportunities Analysis will be provided to the City Council in advance of the Council's public hearing. City staff recommend approval of First Reading of Ordinance No. 3265 and adoption of the EOA aa presented as a technical support document to the Comprehensive Plan. Suggmsted0Ncti�on: /move to approve First Reading ofOrdinance 3265, adopting the 2025 Economic Opportunities Analysis as a technical support document to the Comprehensive Plan Economy Element, and schedule Second Reading for Jume17, 2025. Page 2ufs iriffoll;1i", Page 2Q8of4gQ F nal,11111111111ilim, C o u n c*11 B u s I n c s s M c c t I n g 1. Draft EOA ORD 32'65 05272025 2. Ashland EOA Draft CAI 05232025 3. Ashland EOA Outreach Summary CAI-052�O2'025 .......................................................................... ........................................................................... ............................................................ ........................................................................... .......................... Page 3 of iritiml;1i"', Page 207 of 499 ORDINANCE NO. 3265 AN ORDINANCE ADOPTING THE 2025 ECONOMIC OPPORTUNITIES ANALYSIS AS A TECHNICAL SUPPORT DOCUMENT TO THE ECONOMIC ELEMENT OF THE CITY OF ASHLAND COMPREHENSIVE PLAN Annotated to show deletions and additions to the Ashland Municipal Code sections being modified. Deletions are bold lined through, and additions are bold underlined. WHEREAS,Article 2. Section I 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 LInited States and of this State expressly or iinpliedly 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,The City of Ashland is required under Oregon Statewide Planning Goal 9 (Economic Development) and Oregon Administrative Rule (OAR) 660-009 to provide an adequate factual basis for employment land needs in its Comprehensive Plan. WHEREAS,The City of Ashland's most recent Economic Opportunities Analysis (EOA)was completed in 2007, and a tecimical update is necessary to reflect current economic trends, employment projections, and land capacity over the next 20-year planning period. WHEREAS,The City,with technical assistance funding from the Oregon Department of Land Conservation and Development (DLCD), retained Community Attributes Inc. (CAI)to prepare an updated Economic Opportunities Analysis. The final report, dated May 23, 2025, provides a comprehensive analysis of Ashland's employment land supply and demand and includes findings on demographic and economic trends, buildable lands capacity, and employment forecasts consistent with Goal 9 and OAR 660-009. WHEREAS,The 2025 Economic Opportunities Analysis (EOA) does not establish new policies, zoning regulations, or land use designations. Rather, it is intended to serve as a technical support document to inforin future amendments to the Ashland Comprehensive Plan and to support ongoing planning and policy development. WHEREAS,The Ashland Planning Commission conducted a duly noticed public hearing on May 27, 2025 reviewed the EOA, and recommended its adoption as a technical support document. WHEREAS,The Ashland City Council conducted a public hearing on June 3, 2025 and concluded that the 2025 Economic Opportunities Analysis is consistent with the requirements of Statewide Planning Goal 9 and OAR 660-009 and supports the long-range economic development objectives of the City. ORDINANCE NO. 3265 Page 1 of 2 Page 208 of 499 THE PEOPLE OF THE CITY OF ASHLAND DO ORDAIN AS FOLLOWS: SECTION 1. The City of Ashland hereby adopts the 2025 Economic Opportunities Analysis, prepared by Community Attributes Inc. and dated May 23, 2025, as a technical support document to the Economic Element of the Ashland Comprehensive Plan, amending Chapter 7— Economy, 7.08 Technical Reports as follows: The following reports are adopted by reference as part of the Economy Element of the Ashland Comprehensive Plan: 1. City of Ashland: Economic Opportunities Analysis. (April 2007)(June 2025), SECTION 2. The adopted EOA shall serve as the factual basis for future amendments to the City's Comprehensive Plan and land use regulations relating to employment land needs, economic development, and Goal 9 implementation. SECTION 3. Severability. Each section of this ordinance, and any part thereof, is severable, and if any part of this ordinance is held invalid by a court of competent jurisdiction, the remainder of this ordinance shall remain in full force and effect. SECTION tl. Codification. Provisions of this Ordinance shall be incorporated in the City Code and the word "ordinance"may be 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 3-4)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 12025, and duly PASSED and ADOPTED this—day of 2025. PASSED by the City Council this day of 12025. ATTEST: Alissa Kolodzinski, City Recorder SIGNED and APPROVED this day of 2025. Tonya Graham, Mayor Reviewed as to form: Johan Pietila, City Attorney ORDINANCE NO. 3265 Page 2 of 2 Page 209 of 499 City of Ashland Economic Opportunity Analysis �iScu au °ii , iii �r ......................O)Iq ................. May 23, 2025 Prepared by: 0'lhh,W1 IR R R F V A'r {VI u w,F,8n t m Prepared for: Page 210 of 499 ��Ilit Commzinity Attributes Inc. tells data-rich stories aborct comm,rrrrities that are important to decision makers. President and CEO: Chris Meffor:d Project Manager: Elliot Weiss Analysts: Jolene Baldwin Carly Pednar:skr. Kor:tney Celia Dominic Roche Car:rianne Cusak Community Attributes Inc.. 1.19 Pine St, Suite 400 Seattle, WA 98101 www.communityattributes.com unityattr:ibutes.com Page 211 of 499 CONTENTS Executive Summary .........................................................................................................i Introduction .................................................................................................................... I Background and Purpose ............................................................................................. I Economic Opportunity Assessment Requirements....................................................... I Methods ....................................................................................................................... 2 Organization of Report................................................................................................. 2 Overview of Existing Conditions bo Ashland ................................................................... 8 GeographicSetting....................................................................................................... 8 People and _________________________________- 8 Local Land Use Setting_______________________________. I8 Climate ...................................................................................................................... 2Q National, State, and Regional Economic Trends............................................................ 22 Macroeconomic Indicators.......................................................................................... 22 Southern Oregon and the Rogue River Valley____________________ 23 Local Economic Characteristics and Trends.................................................................. 82 Industry and Workforce ............................................................................................. 32 Ashland's Market Conditions..................................................................................... 4I Employment Lands Sufficiency Assessment______________________ 48 Background ...............................................................................................................' 48 Supply of Employment Land...................................................................................... 5Q Forecasted Employment Land Demand...................................................................... 54 Employment Lands Sufficiency___________________________. 56 Summary of Findings________________________________. 0O Community Economic Development Prioritiee ____________________- 82 Public Engagement _________________________________. 82 Key Engagement Findings_____________________________- 82 Strategic� Themes and Implications for Policy ............................................................... 86 Strengths, Weaknesses, Opportunities, Threats (SWOT) Analysis ............................ 86 Strategic� Themes ....................................................................................................... 7O EXECUTIVE SUMMARY Ashland's Existing Conditions • Ashland is a compact city of approximately 21,600 residents, characterized by its pleasant downtown, cultural amenities, and opportunities for outdoor recreation. • The following sections bring forth key findings from this Economic Opportunity Assessment. People and Housing • Population growth has been relatively slow in Ashland, with a compound annual growth rate (CAGR) of 0.5% from 2010 to 2024—less than half of Medford's 1.2% CAGR. • Compared to the region and its nearby peers, Ashland's population tends to be older, more educated, and more racially homogenous. Ashland's median age is 48.2 in 2022 compared to 42 in Jackson County and 39.5 in Medford. • As of 2023, small households make up the majority of Ashland's community, with 78% of households consisting of one or two people. • As of 2023, 45% of Ashland's households were homeowners and 44% were renters, while 11% of housing units were vacant or partially vacant including those used as short-term rentals or second homes. • Household income in Ashland (as well as in Medford and Jackson County) has seen a slight increase over time with Ashland increasing at a CAGR of 4% from 2010 to 2022. • The proportion of households in Ashland experiencing cost burden (or spending more than 30% of their income on housing costs) decreased at a CAGR of -2% from 2010-2023. • According to the U.S. Department of Housing and Urban Development's (HUD) Comprehensive Housing Affordability Strategy (CHAS) data, housing units are categorized by the maximum rent or home price affordable to households earning 30%, 50%, and 80% of area median income (AMI). For HUD CHAS data, the term "affordable housing" means that a household spends no more than 30% of its gross income on housing costs. In 2021, 26% of Ashland's households earned less than 50% AMI, but only 12% of housing units were affordable at that income level. • As of 2023, Ashland's housing inventory includes 11,499 units, 59% of which are single-family homes. • The median home sale price Ashland peaked at $690,000 in September of 2024. It has since dropped to $470,000 (as of last recorded data in March 2025). • Homes also sell quickly in Ashland; as of March 2025, 43% of new listings in Ashland were sold within two weeks. CITY OF ASHLAND MAY 23, 2026 PAGE i DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 213 of 499 Land Use and Climate • Commercial land comprises about 4% of Ashland's land area, industrial land 1%, and employment-zoned land about 8%, with overlays and regulations limiting some development potential. • The city faces multiple climate risks—wildfire, drought, and extreme heat were all rated as high-probability, high-vulnerability hazards in the 2024 hazard mitigation plan. National and Regional Economic: Trends Macroeconomic Indicators • National unemployment fell to 4.1% in 2024, returning to pre- pandemic lows, while labor force participation rebounded to 62.6%— still below early 2000s levels. • Inflation rose sharply after 2020, with the Consumer Price Index (CPI) increasing 15% between 2020 and 2022; as of late 2024, CPI remained elevated at 175 (base 1999 = 100). • The Federal Reserve's policy response led to a sharp increase in the Secured Overnight Financing Rate (SOFR), which peaked at 5.31% in 2023 before easing slightly to 4.8% in 2024. Southern Oregon and the Rogue River Valley • Oregon's overall population growth has been steady, but Jackson and Josephine Counties ranked mid-range among counties, with Medford growing faster than Ashland post-2020. • The regional economy is service-oriented, with Services, Retail Trade, and Education and Health each accounting for about 21-24% of private jobs in the Jackson-Josephine region as of 2021. Private employment does not include public Jobs like government or public school positions • Since 2010, Jackson County added over 14,000 private jobs, growing at a CAGR of 1.5%, with the fastest growth in Construction (+5.4% CAGR), Education (+4.1%), and Resources (+4.0%). Private employment does not include public Jobs like government or public school positions • In Ashland, the share of total workers who report working from home grew from 13.3% in 2010 to 21.1% in 2023, maintaining a higher rate than Medford or the region. • High-growth, specialized industries in Jackson County include Sporting Goods (LQ >10), Healthcare Services, and Food and Beverage establishments, with strong local employment and growth. CITY OF ASHLAND MAY 23, 2026 PAGE ii DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 214 of 499 Local Economic Trends Industry and Workforce • Total employment in Ashland was 9,104 in 2022, with top sectors including Leisure and Hospitality, Retail, Education, and Health Care. • The Employment Lands Sufficiency analysis -uses private eniployment estimates and forecasts given by Oregon's Department of Economic Development. Private employment does not include public sector jobs such as government or public school positions. From 2013 to 2023, private sector job growth was modest growing at a 0.6% CAGR—with the fastest growth in Construction and related sectors (+9.9%), while industries such as Education and Wholesale Trade declined. • Ashland's private employment is forecast to grow from 8,644 in 2025 to 10,045 by 2045, with the most growth in Leisure and Hospitality (+654 jlobs), Health Care (+422), and Finance, Insurance, and Real Estate (FIRE) (+165). • Ashland's workforce is highly educated: 62% of residents hold a bachelor's degree or higher, compared to 28% in Medford. • Commuting patterns show regional interdependence—only 37% of Ashland residents work in the city, while 69% of local jobs are filled by commuters from outside. • Ashland's jobs-to-housing unit ratio declined slightly from 0.78 in 2013 to 0.74 in 2023. This ratio is lower than the region's and is likely explained by a relatively high share of senior and retired residents. • The regional laborshed is highly dynamic, with workers often traveling to other cities for work. • In 2022, industries with the highest net labor inflow included Accommodation and Food Services (+638), Educational Services (+596), and Retail Trade (+354), reflecting Ashland's tourism and institutional economy. Commercial Market • Commercial real estate has seen uneven performance—retail lease rates fell from a 2018 peak of$29.73/sqft to $20.99 in 2024, while vacancy remains low at 2%. • Downtown Ashland retail has rebounded post-COVID, with lease rates at $17.00/sqft in 2024 and vacancy down to 1.6%, after a spike to 11.3% in 2021. • Industrial vacancy increased sharply to 26.7% in 2024, due to new supply outpacing demand, while lease rates declined to $10.47/sqft from a 2023 peak of $13.59. CITY OF ASHLAND MAY 23, 2026 PAGE iii DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 215 of 499 Employment Lands Sufficiency • Ashland's Buildable Lands Inventory (BLI), adopted in 2024, identified 181 net buildable acres of land designated for employment uses, including commercial, industrial, and employment zones. • This analysis finds that, with a total net buildable supply of 181 acres of"employment lands" and only 76 total acres of demand projected for industrial and commercial uses, Ashland has a likely surplus of over 100 acres within the City and UGB urbanized area. • However, there may be a shortage of small, centrally located commercial sites. While overall supply is sufficient, further analysis suggests a relative lack of small Downtown Commercial and mid-sized (1-5 ac) range commercial sites. Some of this demand could be absorbed by surplus E-1 employment lands; however, businesses that depend on visibility and foot traffic—such as those tied to the Oregon Shakespeare Festival willcontinue to prefer prominent downtown locations. Improving pedestrian connectivity, signage, and branding between downtown and the northern E-1 node may help support business attraction in those areas. • Ownership dynamics limit redevelopment of key opportunity sites. The Croman Mill and Railroad District properties represent the city's largest groupings of buildable land, but lack of proactive ownership and incentives to sell have historically stalled redevelopment efforts. • There is capacity to accommodate stronger-than-forec as ted employment growth. If employment growth is greater than forecasts indicate in coming years, there will likely be sufficient land in Ashland to accommodate it given the surplus employment land supply identified within the City/ UGB. In particular, certain segments within industrial — such as outdoor recreation manufacturing or craft food and beverage — may be worth consideration for targeted economic development efforts by Ashland to synergize with its evolving economic base. Community Economic Development Priorities • This EOA was informed by widespread engagement of Ashland's community including; interviews, focus groups, public forums with Ashland's stakeholders and a regional survey which captured responses from residents and business interests in Ashland. Engagement covered a diverse range of perspectives including city leadership, developers, landowners, institutional partners, SOU students, and major employers in Ashland. CITY OF ASHLAND MAY 23, 2026 PAGE iv DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 216 of 499 Downtown Revitalization • Community members across stakeholder groups expressed strong interest in revitalizing Downtown Ashland as a vibrant hub for retail, culture, and civic life. • Priorities included activating ground-floor spaces, supporting local businesses, improving public safety and perception, and investing in streetscape upgrades. • Public-private partnerships and strategic use of city-owned land were identified as key tools to catalyze redevelopment. Economic Diversification • Stakeholders emphasized the need to expand beyond a tourism- centered economy by supporting growth in health care, education, professional services, and the creative sector. • There is interest in pursuing year-round employment opportunities and encouraging emerging industries suited to Ashland's workforce and values. • Participants highlighted the need for supportive infrastructure and available land to accommodate diverse business types. Housing Affordability and Workforce Retention • Employers, institutions, and residents consistently identified housing affordability as a top barrier to retaining and attracting talent. • Workforce instability was seen as a growing concern for local businesses, particularly in service and health care sectors. • There is strong alignment between economic and housing goals, with support for policies that increase attainable housing optiolis. Barriers to Development • Developers and business owners noted challenges related to infrastructure readiness, zoning flexibility, and the permitting process. • Stakeholders expressed concern that the city's existing land inventory does not include enough large or easily developable sites. • Suggestions included streamlining permitting and incentivizing redevelopment ill already urbanized areas. ]Regional Coordination and Partnerships • Participants across sectors called for improved coordination between the City, Southern Oregon University, Ashland School District, and regional economic partners. • Students and young adults expressed a desire for stronger career pathways and a more inclusive role ill civic life. CITY OF ASHLAND MAY 23, 2026 PAGE v DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 217 of 499 • Better alignment between local education, housing, and economic development efforts was seen as essential to long-term success. Ashland's Strengths and Opportunities Distinctive Assets and Identity • Ashland's cultural institutions, especially the Oregon Shakespeare Festival and Southern Oregon University, provide a unique Identity and draw regional and national attention. • The city's walkable downtown, access to parks and recreation, and small-town character are consistently cited as quality-of-life Strengths. Skilled and Engaged Workforce • A highly educated population-62% with a bachelor's degree or higher—creates a strong talent base for knowledge-Sector and creative economy jobs. • Local institutions, including SOU, provide a foundation for growing partnerships around talent development and job pathways. Economic Specialization and Tourism • Strength in tourism, arts, and hospitality remains a key driver of local employment and business activity. • Opportunities exist to build on creative economy assets and extend visitor spending into shoulder seasons or year-round models. Health and Education Sectors • Ashland's role as a hub for regional health care and education presents opportunities to grow jobs in these stable, high-value sectors. • Investment in medical facilities and supportive services can further anchor the local economy. Sustainable Growth and Redevelopment • Compact urban form, transit access, and sustainability goals create a strong platform for infill development and adaptive reuse. • Mixed-use zones and employment overlays provide a foundation for creative redevelopment and incremental land use change. ]Regional Connectivity and Collaboration • Ashland's location along 1-5 and near Medford offers opportunities for cross-jLirisdictional collaboration and regional market access. • Stronger partnerships across public agencies, businesses, and institutions can align resources and expand economic opportunity. CITY OF ASHLAND MAY 23, 2026 PAGE vi DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 218 of 499 INTRODUCTION Background and Purpose The City of Ashland requires an Economic Opportunity Analysis (EOA) as intended and funded by the Oregon Department of Land Conservation and Development (DLCD). A strategic planning document, the EOA ensures that there is enough available land and adequate public improvements to realize economic growth for the next 20-year horizon. This requirement originates from Oregon's Land Use program, established by Senate Bill 100 in 1973, which established the Land Conservation and Development Commission (LCDC) and the Oregon Department of Land Conservation and Development (DLCD) and mandated that Statewide Planning Goals serve as the basis for local Comprehensive Plans. This EOA serves to meet the first key element required by State Planning Goal Nine, which requires local governments to ensure adequate land is zoned for industrial and commercial activities to support economic growth, sustain living wage jobs, and maintain quality of life, within established urban growth boundaries. As the second-largest city in Jackson County, Ashland plays a unique role ill the regional economy of the Rogue Valley. Home to both the Oregon Shakespeare Festival and Southern Oregon University, Ashland provides surrounding rural communities in Southern Oregon and Northern California with premier medical services, shopping centers, sports parks, access to two different airports, and a variety of tourism-based businesses. Through updating Ashland's EOA, the city works to align projected employment growth with land needs and availability based on current data and extensive community engagement. Economic Opportunity Assessment Requirements Ali Economic Opportunity Assessillent (EOA), as outlined in Qlk,R, (3(30-009- .................................................... Q_5, is a technical study that compares projected demand for land for industrial and other employment uses to the existing supply of such land. It helps communities implement their local economic development objectives and forms the basis for industrial and other employment development policies in the comprehensive plan. This rule requires inclusion of the following four interrelated elements: 1. Review of national, state, regional, county and local trends. 2. Identification of required site types expected to be needed to accommodate the expected employment growth 3. Inventory of industrial and other employment lands 4. Assessment of community economic development potential CITY OF ASHLAND MAY 23, 2026 PAGE 1 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 219 of 499 5. There is also an optional fifth item, which is a strong encouragement for the EOA process to include a public visioning process (or similar). Each of these five items are covered throughout this EOA report, either as standalone sections or integrated across multiple sections. Methods This EOA integrates qualitative and quantitative data collection and analysis to meet the requirements outlined in OAR 660-009-0015. Qualitative findings are informed by community engagement feedback and activities, including: • Interviews and focus groups of local civic leaders and businesses • Public forums, including a student forum at Southern Oregon University; • Committee meetings (including the City's Committee for Community Involvement, CCI, meetings with City Council and Planning Commission) and; • A regional business and resident survey. Quantitative analysis draws from publicly available data sources, such as the U.S. Census Bureau, Oregon Employment Department and many others; as well as private sector vendor sources such as Placer.ai, Esri and others. All data are sourced and referenced throughout the report. Organization of Report • Overview of Existing Conditions in Ashland. Describes the geographic setting of Ashland as well as outlines basic population, housing and land use information. • National, State, and Regional, Trends. Describes contextual information on the larger economies affecting Ashland. • Local Characteristics and Trends. Explores targeted employment, industry, workforce, and market data on Ashland and Jackson County. • Eniployinent Lands Assessment. Summarizes key findings and analysis based on Ashland's commercial and industrial buildable lands inventory. • Conlinunity E�conoinic Developinent Priorities. Distills findings from stakeholder engagement. • Competitive Outlook and Anticipated Demand for Land. Details land needed to accommodate local expressions of economic development trends using employment forecasts and economic development potential • Strategic Theines and Iniplications for Policy. Synthesizes strategic themes from data collection and analysis, and refreshes Ashland's goals and policies for economic development. CITY OF ASHLAND MAY 23, 2026 PAGE 2 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 220 of 499 OVERVIEW OF ExiSTING CONDITIONS IN ASHLAND This section introduces the City of Ashland including it's geographic setting, position and role in the Rogue Valley, and recent trends in community demographics, housing, land uses, and climate. Geographic Setting Ashland is located in the Rogue Valley of Southwestern Oregon. With approximately 21,600 residents, Ashland is the second largest city in Jackson County, behind Medford. Ashland is adjacent to Interstate-5, with other communities in the region including Medford, Phoenix, Talent, Central Point, and Grants Pass. Ashland is known regionally as a tourism hub—home to the Oregon Shakespeare Festival and an array of cultural, recreational, and culinary attractions. The city serves as a gateway to the surrounding mountains, offering access to walking and biking trails, winter recreation, and 17 city parks, including the iconic Lithia. Park. Covering 4,256 acres, Ashland's land use is predominantly residential, with a built environment characterized by single-family neighborhoods surrounding a compact, vibrant downtown that features specialty retail, fine dining, seasonal events, and Southern Oregon University. People and Housing Community Demographics Compared to the region and its nearby peers, Ashland's population tends to be older, more educated, and more racially homogenous. However, regional demographic shifts, seen in Jackson County, Medford and Ashland, include a growing population and a growing proportion of seniors. As of 2022, this aging trend is more pronounced in Ashland than in Medford, while Ashland population growth is less pronounced than Medford's. According to the Population Research Center at Portland State University, Ashland's population grew from 20,095 in 2010 to 21,579 in 2024, reflecting a compound annual growth rate (CAGR) of 0.5% (Exhibit 1). Over the same timeframe, Medford saw a CAGR of 1.2%. CITY OF ASHLAND MAY 23, 2026 PAGE 3 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 221 of 499 Exhibit 1. Historic Population, Ashland, 2010 -2024 25,000 (�19 5 All 20,000 15,000 10,000 5,000 0 CD ED ED ED ED ED ED ED ED CD CD CD CD CD CN CN CN CN CN CN CN CN CN CN CN CN CN (N CN Sources.- State of Oregon, Population Research Center at Portland State University, 2010-20-93; CAI, 2025. In 2022, Jackson County's median age was 42 years old, while Medford's was 39.5 and Ashland's was 48.2. Ashland saw the 65+ population grow from 16% of the population in 2010 to almost 28% in 2022 (Exliibit 2). Over the same period, Ashland's working-age population decreased by about 6% and the population 19 and under dropped by about 8%. CITY OF ASHLAND MAY 23, 2026 PAGE 4 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 222 of 499 Exhibit 2. Change in Age Distribution, Jackson County, Medltard, andl Ashland, 20110 and 2022 �ii»i Under 20 m 20 to 34 35 to 54 111111111155 to 64 uuuiu1 65 and Olderr.[oil V y � u IIII IIIIIIIII IIII�II�IIIII W �ii "°°'��iiuiipl��IlU�lll�� uullloiu�li�i�uilo �II Il�ull��IIU� 2WO 2022 2,0,10 2022 2010 2022. Ashl rid Medford Raa kson Ccwnty ,sources:American Community Survey (AC ), 2010& 20-92, CAI20-94.1 Another: demographic shift in Ashland's population is a slow increase ill. racial diversity in the population. While 86% of Ashland's community identified as white only in 2910, this proportion decreased by 4% by 2922. Jackson County and Medford also both experienced all increase in racial diversity from 2010 to 2922 with Jackson County's white-only proportion decreasing by 6%, and Medford's by 9%. In all geographies the largest non-white racial cohort in 2022 identified as Hispanic and Latino, making up 18% of Medford's population and 10% of Ashland's. Characteristics of Ashland's Households As of 2923, Ashland's households are largely small households, of 1-2 persons (7 8%) (Exhibit 3). The prevalence of small households suggests a higher: 1 The Census Bureatu's ACS uses the "current residence" concept, meaning individuals are counted at the address where they live or stay most of the time. Following this, students are counted in these ways: a) Students living on-campus (e.g., in dormitories or residence halls) are counted at their campus address. These facilities are classified as group quarters. b) Students living off-campus (e.g., ill rented apartments) are counted at their off- campus residence. c) Students living at their parents" or guardians' home while attending college are counted at that home address.. CITY of ASHLAND MAY 23, 2025 PAGE, 5 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 223 of 499 demand for smaller housing typologies which accommodate small households as opposed to larger structures. Exhibit 3. Households by Household Size, Ashland, 2023 4,500 4,000 3 3,5$00 3,000 2,500 2,000 1,500 1,000 0 -person 2-person, 3-p er5on 4-or-more-person houselio]d household household holusehold Source:AC S 5-Year Estimates, 20-93;CAj, 2025. The majority of households in Jackson County (61%) and the state of Oregon (59%) are owner-occupied in 2023 (Exhibit 4). Ashland, however, shows a closer split I)etween homeowners (45%) and renters (44%). The remaining 11% of-units in Ashland are those which are not occupied as a primary residence, including second homes, short term rentals, or otherwise vacant properties. The higher proportion of units in Ashland which are not occupied as a primary residence, compared to other geographies, speaks to the impacts of short-term rentals and second homes in Ashland. CITY OF ASHLAND MAY 23, 2026 PAGE 6 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 224 of 499 Exhibit 4. Housing Tenure, Oregon, Jackson County, Medford and Ashland, 2023 Renter-Occupied As�'fland MC-df(Drd Jackson Counify Oregon 10% 20%, 40% 6�0% NY/. 1�00% Sources.-American Community Survey, 2023; CAI 2024. The average household size for renters in Ashland was 2.22 people per household. For homeowning households, this value is higher at 2.56 people per household. The size of housing units tends to be larger for owner-occupied housing units than for renter-occupied units (Exhibit 5). 75% of owner-occupied units in Jackson County have at least 3 bedrooms, compared to only 34% of renter- occupied housing -units. CITY OF ASHLAND MAY 23, 2026 PAGE 7 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 225 of 499 Exhibit 5. Housing Unit Size by Tenure, Jackson County, 2023 �11 j," M N `,,Jo 1'luri:lilcoririii 1-Bedroom 4 ,sources:American Community Survey, 2023; CAI 20-9 . While Medford and Ashland's median household income is lower than that of the county or the state, median household income increased at similar rates for all foul: areas from 2610-202 . The median annual household income in Ashland was $71,800 in 2023. This is comparable to Jackson County's median Income of$!1,400, and lower than Oregon's median annual Income of $80 400. For HUD CHAS data, the terns "affordable housing" means that a household spends no more than 30% of its gross income on housing costs. Housing costs include relit or mortgage payments plus utilities. The Area Median Income (AMI), a commonly accepted Metric created by the US Department of Housing and Urban Development (HUD) used for assessing housing affordability, is used to evaluate housing affordability and determine eligibility for subsidized housing. HUD sets income thresholds categorized as extremely low, very low, loin-, and median for households ranging from one to eight members. These income limits are specified only for particular metropolitan areas. Exhibit 6 shows the 2021 and 2025 income limits by household size in the Medford Metro Area, which includes Ashland and most of Jackson County. These metrics, are used to understand the affordability of the existing housing stock in Ashland. For 1 person in Jackson County, the AMI for 2621 is $51,1.50 while low income is designated as $38,300 or less. By 2625, the median income for 1 person in Jackson County is $64,700 while low income is designated as $51,i'50 or less. CITY of ASHLAND MAY 23, 2026 PAGE, 8 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 226 of 499 Exhibit +6. HIUD Household Income (Limits, Jackson County, 2021 & 2025 HUD Household Income Limits,Jackson County,2021 Income Level Household Size(Persons in Family) 1 2 3 4 5 6 7 8 Extremely Law (3CP1.AM1) $14,350 $17,420 $21,960 $26,500 $31,040 $35,580 $40,120 $44,660 "fiery(Low Income(50%AM1) $23,950 $27,350 $30,750 $34,150 $36,900 $39,650 $42,350 $45,100 Lowy Income (80%AMI) $38,300 $43,750 $49,200 $54,650 $59,050 $63,400 $67,800 $72,150 Median Income $51,150 $58,500 $65,800 $73,100 $78,950 $84,800 $90,650 $96,500 HUD Household Income Limits,Jackson County,2025 Income Level Household Size Persons in Family) 1 2 3 4 5 6 7 8 Extremely Lowy (3017.AM1) $19,400 $22,200 $26,650 $32,150 $37,650 $43,150 $48,650 $54,150 "fiery(Low Income(50%AM1) $32,350 $37,000 $41,600 $46,.200 $49,900 $53,600 $57,300 $61,000 Lowy Income (80%AMI) $51,750 $59,150 $66,550 $73,900 $79,850 $85,750 $91,650 $97,550 Median Income $64,700 $73,900 $83,150 $92,400 $99,800 $107,200 $114,600 $121,950 ,sources.-HUD, 20-95;CA-T, 2025. Exhibit 7 shows the proportion of households in Ashland by income segment in 2021. According to HUD, a slight majority of Ashland's households, (53%) in 2021 earned above 100% of Ashland's al:ea median income (AMI) in 2021, which was $73,100 for a household size of four persons (Exhibit 6). 28% of Ashland's households fell into the loin- income or very low-income categories (earning between 30%-80% the ANTI), and 13% of Ashland's households fell. into the extremely low-income category, (earning 30% AMI or less). In 2021,, more homeowners (70%) in Ashland make incomes at or higher than the ANTI than renters (,33%) (Exhibit S & Exhibit ) CITY of ASHLAND MAY 23, 2026 PAGE, 9 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 227 of 499 Exhibit 7. Totail Households by Area Medllan Income, Ashland, 2021 6,000 5,000 4,000 3,000 2,000 1,.N6 13%, 1,270 30'' AW �9 o-507o '". 114, k Above Source(s): CHAS 2017-2021;CAI2025. Exhibit 8. Renting Households by Area Median Income, Ashlandl, 2021 1,600 111,400 1,200 00 600 00 200 a t ir I ,,�"' AMII A M� 1 00,1", AAA] Source(s): CHAS 2017-2021;CAI2025. CITY OF ASHLAND MAY 23. 2426 PAGE 10 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 228 of 499 Exhibit 9. Homeowner Households by Area Median Income, Ashland, 20211 4,500 3,500 3,000.. 2,,500 2,000 1,500 1,000 440 50 w A 'kI 10 A MII Source(s): CHAS 2017-2021;CAI2025. Cost burdened refers to a household that spends more than 30% of its income on housing costs, including relit or mortgage payments and utilities. Since `010,, Oregon, Jackson County, Medford and Ashland have all seen household income increase while cost burden due to housing' decreased. As of 2023, at least 34% of households in Ashland are experiencing cost burden due to housing (Exhibit 10). "Not calculated" means that the cost blil:den percentage could not be calculated for those housing units due to missing' or unreliable income or housing cost data.2 This value may be impacted by Senior households who own their homes outright or report limited income by Making affordability ratios difficult to calculate. Renters face higher rates of cost burden than homeowners. As of 2023, 48% of renting' households in Ashland experienced cost burden compared to 219/6 of households which owls their home (Exhibit 11).3 2 "'Not Calculated" category includes units where reported income was 0 (as this snakes cost ratios unreliable), unusual or inconsistent values triggered data. Suppression to preserve accuracy, or the unit was occupied without payment of rent or mortgage. 3 "Not computed"'values are often higher among renters because: Income 1S more likely to be unreported, unstable, or very low, rent-free arrangements are more common, and Housing and financial data may be less reliably reported. CITY of ASHLAND MAY 23, 2026 PAGE 1.1 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 229 of 499 Exhibit 10. Housing Cost Burden, Ashland & Medlford, 2010 & 2023 1007. ), )U 910% C al I 1� hr"'I��,V"'!� 80% 70% Blurdeiried 6 M 5 Y70 4 0% Not Cost 3 0% Burdened 2 Wlo 10% 0% 2010 2023 2010 2023 Ashland Medford Sources.-American Community Survey, 2010&2023; CAI 2024. Exhibit 11. Housing Cost Burden by Tenure, Ashland & Medlford, 20,23 100% N 910,71, Calcd jkAc�d 8 0% 7017a 607o 5017", 4(.YYo 'Jol ("ost 3 OF/'�'� Buiidene�,-J. 2 W/o I X. 07. Owners Renfers Owners Renters Ashland Medford Sources.-American Community Survey, 2010&2023; CAI 2024. CITY OF ASHLAND MAY 23, 2026 PAGE 12 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 230 of 499 Housing in Ashland Of Ashland's total housing stock (11,499 units in 2023), 10,264 or 89% are occupied. The remaining 1,235 units are classified as either vacant or partially vacant, which includes units for rent or sale that are not yet occupied at the time of the survey; units for seasonal, recreational, or occasional use (such as short-term rentals); and units intended for vacatioll or occasional use (such as second homes). Single-family homes make Lip 59% of Ashland's total housing inventory (6,784 out of 11,499 units) (Exhibit 12). This is slightly lower than Oregon's proportion of single-family homes (62%). Multi-unit structures of five or more units make Lip approximately 17% of the housing stock. Exhibit 12. Housing Units by Structure Size, Ashland, 2023 Structure Size/Type Count %of Total I Del ached IUnif in Structure 6,784 59% 1 Attached Ulnit in, Structure 1,521 13% 2 Ulnits in Structure 499 4% 3 lo 4 Units in Struclure 706 6% 5 fo 9 lUnits in,Structure 545 5% 10 fo, 19 Units, in Structure 309 3%, 20 lo 49 Unifs in Sfriucfuire 443 4% 50 or More Units in, Structure 511 4% Mobile Homes, 1201, 1% Bc,)at, IRV, Vain, Ek, 5,6 0% Total Units 11,09 Sources.-ACS 5-Year Estimates, 2023; CAI, 2024. Median home sale prices have increased steadily in Medford, Ashland, Jackson County and Oregon since 2012 (Exhibit 13). Ashland's market, however, shows pronounced seasonal variation, with recurring peaks and troughs throughout the years. As of Septeml)er 2024, Ashland reaches the highest median home sale price at approximately $690,000. Outside of some low troughs occasionally appearing after 2022, Ashland's home prices have consistently exceeded the averages for Medford as well as regional and state averages. As of March 2025 (the most recent data collected), Ashland's median home price was $470,000, compared to $510,000 in Oregon, $445,000 in Jackson County, and $435,000 111 Medford. CITY OF ASHLAND MAY 23, 2026 PAGE 13 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 231 of 499 Exhibit 113. Median Home Saile Price, Ashland, Medford, Jackson County and Oregon, Jan 20; 12 -March 20125 00K 5 fl4" P �Wo0uu4 Y a u NIP AoW ; I h�..R ��„II wM ��m� ��'" � 6 � �Ipia ww� 4�S 5 K % I 01001111 Ql $20'', >10001�& $I k4:;iIM $II85II°� ,,.d„I' C,I,;; CN r d ;I N, Sources.-Redfin, 2025;CAI, 20-9 . The share of houses sold within two weeks of listing remained relatively low and stable across all areas from 2012 to 2020, when this indicator spiked sharply in all geographies, such that in Medford i'4% of listings were removed within two weeks (Exhibit 14). Ashland's peak was 68%, recorded in May of 2022. Since then, the rate of two-week sales has declined somewhat but remains elevated compared to pre-2020 levels. As of May 2024, this value was 18%. Most recent data (March of 2025), shows that 4 i% of all of Medford's new listings and 43% of all of Ashland's new listings were sold within two weeks. CITY of ASHLAND MAY 23, 2026 PAGE 14 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 232 of 499 Exhibit 14. Housing Units off the Market within Two Weeks of Listing, Ashland, Medford, Jackson County wind Oregon, Jan 2012 March 2025 K"'U"M ,',ford 4T2% d 42,9" Jackson County 41,77o Oreg+:,),n oil 0 0 % C" 0 Cl 0 f c-") CD ":7� C' I Sources.-Redfin, 2025;CAI, 20-95. As of 2023, median housing costs per rental unit, including rent, utilities, or other costs, was $1,367 per month, which is slightly lower than that of the state ($1,450) (Exhibit 15). Housing costs for owner-occupied units however, were a median of $2,398 monthly including mortgage, taxes, -utilities, insurance, and HOA fees as applicable. This is over $1,000 higher than the rental units and is slightly higher than the median monthly home cost for homeowners at the state level ($2,080). The majority of rental -units in Ashland, at about 81%, cost more than $1,000 a month (Exhibit 16). The largest grouping of rental units ill Ashland (1,891) fall within the $1,000 - $1,500 rental range. Of these, most (62%) are large units with 2 or more bedrooms. The second largest range is housing units for $1,500 or more in rent, with 1,746 units. 88% of these units have 2 or more bedrooms. A greater proportion of lower-cost rental units are also smaller in size. Among units with rents between $300 and $499, 65% are studios, or no bedroom units. CITY OF ASHLAND MAY 23, 2026 PAGE 15 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 233 of 499 Exhibit 15. Monthly Hlousing Costs by Tenure, Ashland, 2023 "11 ,5 c';1 $500 '- $999 $1,000 - $1,499 $3,000 ,4�oNr A/k oNin::,, Total Units Renter- Occupied 4,508 Owner- Occupied 2,41�� 0% 20% 40% 60% 80% 100% Source:AC S 5-year Estimates, 2028;CAI, 20-95. Exhibit 16. Hlousing Units by Rental Rate, Ashland No cash rerd 5 A"o ',4 6 $1,500 or mote, 11111 h112=1 I,, $1,000 to $1,499 $,750 to$999IIII371 $500 to$749, 205 $,300 to$499 186 Less than $300 0 500 1000 1500 2WO 1 Bedroom, 3 iDir [,'�edro� rvvi, Source:ACS 5-Tear Estimates, 2023;CAj, 2025. CITY OF ASHLAND MAY 23. 2026 PAGE 16 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 234 of 499 According to the U.S. Department of Housing and Urban Development's MC S data, housing units are categorized by the maximum rent or home price affordable to households earning 30%, 50%, and 80% of area median income (AMI). 4 For HUD CHAS data, "affordable housing" means that a household spends no more than 30% of its gross income on housing costs. Exhibit 17 shows the total number of housing units available at different income levels in Ashland. While 26% of Ashland's households earn less than 50% AMI (Exhibit 7), only 12% of Ashland's housing stock is affordable at that income level. Ashland has more housing units affordable at 50% - 80% AMI and 80% AMI and more than there are households that earn incomes at those levels. Exhibit 17. Household Earnings Compared to Housing Affordability Levels, Ashland, 2021 8,000 12 5 6 9 7,000 6,000 5,000 4,000 3.000 2,000 1,000 595 , 6`,,/-, 59,5, 6% Les ] 110, 11D T Source(s): CHAS 2017-2021;CAI 2025. Exhibit 18 shows the availability of Ashland's housing stock at various levels of affordability. 95% of owner-occupied housing in Ashland is only 4 HUD CHAR data dictionary is available online for viewing at: https://view.officeapps.live.com/op/view.aspx?src=httpsl,6,3A�/`�2F�/`�2Fwww.huduser.go v%2Fportall,6,2Fdatasets%2Fcp%2FCHAS%2F2007Data%2FDimeiisioiis.doc&wdOrig in=BROWSELINK CITY OF ASHLAND MAY 23, 2026 PAGE 17 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 235 of 499 available for households making 80% AMI or higher. Renter-occupied units, however, show some (13%) housing options affordable for households making less than 30% Al' L another 9% of units available at the 30%-50% AMI range, and 41% of units available at 50% - 80% AMI. Exhibit 18. Housing Units by Tenure andl Affordability Level, Ashlaind, 2021 00% Owner Units 951XI 80% ry 60% it 40% 13 20% 61� 0% Affordable at 30% Affordable at 30- Affordable at 50- Affordable at higher AP II or less 5(Y% AMll W% AMll than 80%AM] 60% Renter Units 5 rfx 4 ' 3(7X, 1 YX, 11 0% Afforcicilble,cfl30% Aftc-)rc1cj1j1e cal 30- AffordabIle cat 50- Nforc-lable cat higher AMI(-.)r less 50% ANA I Cal. AMI than 80'A AM] Source(s): CHAS 2017-2021;CAI 2025. CITY OF ASHLAND MAY 23, 2026 PAGE 18 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 236 of 499 Local Land Use Setting Ashland's total land area is 4,256 acres (gross land area, including all rights- of-way) (Exhibit 19). Ashland's land area net of rights-of-way is estimated to be 3,553 acres, of which 46% are zoned for single-family residential uses. Exhibit 19. Ashland Zoning Map ................................... vWL3 of Maly ........... 7, k_1 0 W, P0- M11011 1, Y ---------------- ------ ..................... I J v ti J, V, .......... S 6 /4, ---------—---------------—--------—------—-—------ wrrru n 2 Zone N", 2 r z Nffl v i.- w,k .................. .fit,.. ........................... Sources.-Ashland Open Data Portal, 2024. Commercial-zoned land represents about 4% of Ashland's land area (net rights-of-way), while industrial land represents 1% (Exhibit 20). Ashland's Employment district makes up 8%, or 285 acres. Some of the land zoned for commercial, industrial, or employment uses are subject to overlays which may limit the uses or development potential on these parcels. The Croman Mill District (68 acres) and North Mountain Neighborhood District (53 acres) each offer mixed uses, which includes employment potential, but are subject to development regulations. CITY OF ASHLAND MAY 23, 2026 PAGE 19 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 237 of 499 Exhibit 20. Ashland Land by Zoning Designation, 2025 jni,,d U,,t)r i'a l Hed1th Care Services Distflict Soulthiern Or ioin University District Net Acres: Croman Mill District 3,553 E rirt,:s P d,,,,y arm e,r� Rc,:sidairiticd ewe s u d e nj i,c,,id MWflpi e FairrWily II�� u�u�l�d S,source:Ashland Open Data Portal, 2025'; CAI, 2025. Climate Ashland has a mild climate with four distinct seasons, influenced by its location on the West Coast and within the surrounding mountains. Situated at approximately 2,000 feet above sea level, the city is framed by Mt. Ashland to the South, rising to 7,500 feet, and the Cascade Range to the north and east. Ashland receives an average of 19.5 inches of rainfall annually, and less than 0.5 inches per year. The City of Ashland completed and Addendum to Jackson County's Multi- Jurisdictional Natural Hazard Mitigation Plan in 2024. It describes Ashland's climate and describes hazard probability and vulnerability within the City. Climate related risks which have been rated as both high probability and high vulnerability for Ashland are Wildfire, Severe Weather (such as Extreme Heat, Windstorm, Winter Storm), Earthquake hazard, Drought hazard, and Air Quality (Exliibit 21). Air quality issues are linked to increased frequency and severity of wildfire smoke and climate change impacts, including higher ground-level ozone and fine particulate matter. These climate risks have impacts on public health and safety as well as impacts on economic activities and growth. CITY OF ASHLAND MAY 23, 2026 PAGE 20 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 238 of 499 Exhibit 21. Climate Hazards Analysis, Ashland, 2024-2029 ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Hazard History VuLnerabillity Maximum Threat Probability TatalThreatScore Hazard Rank. Hazard Tiers Wildfire 18 45 101O 70 233 #1 Extreme Heait Event 18 40, 80 70, 2018 #2 Emierging Infectious Dis( 16 46 1010 49 2015 #3 T Earthquake-Caiscadia 2 50, 1010 49 2011 #4 Winter Storm 20, 50, 60 70, 2010 #5 Drought 20, 50, 60 63 193 #6 Windstorm, 20, 50, 50 70, 190 #7 Air Quaility 18 40, 60 63 181 #8 Middle Tier Landslide 10, 35 80 56 181 #9 Flood 20, 30, 60 70, 180 #10, Earthquake-Crustal 2 25 70 21 118 #11 Bottorn Tier Volcanic Event 2 5 50 7 64 #12 Sources.- City of Ashland Addendum to the Jackson County Alulti-Jurisdictional Natural Hazard Mitigation Plan, 20-94. CITY OF ASHLAND MAY 23, 2026 PAGE 21 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 239 of 499 NATIONAL, STATE, AND REGIONAL ECONomic TRENDS This section summarizes economic trends at the national, state and regional levels that influence local economic conditions in Ashland. Macroeconomic Indicators Nationally, the unemployment rate in 2024 matches pre-pandemic level lows. The national estimate for labor force participation rate has steadily declined since 2000, falling from 67.3% and reaching a low of 60.1% in early 2020 amid the COVID-19 pandemic (ExIiJibit 22). The unemployment rate increased during two recent economic downturns, rising to 9.9% after the 2008 financial crisis and to 14.8% in April 2020 due partially to pandemic- related job losses. Since then, the unemployment rate has fallen lower than pre-pandemic levels, reaching 4.1% in 2024. As of October of 2024, labor force participation in the U.S. increased to 62.6%, though this remains lower than early 2000s levels. Exhibit 22. U.S. Unemployment Rate wind Labor Force Participation rt 11<"I'�/rr')l o lr�1, VR i �Laibor force Parfidpation,IRate 16.0% 67.3% 68.0% 14,0% 66.0% 12.0% 64.0% 10.0% 616% 8.0% 62.0% 6,0% pf ��7. 4.0% ......... 58.0% 2.0% 0.0% 56.0% 0 --,4 M '1Z un 10 r" 00 0, 0 � �n 10 r" cc 0, 10 CN M 0 0 0 0 0 0 — — — — — — CN N N N CN CN CN tN N N N N r114 (N C"i IN N N N N (N (N N N N IN N N Sources.- U.S. Bureau of Labor Statistics, 2024; CAI, 2024. Meanwhile, the national Consumer Price Index (CPI) has consistently climbed upward since 2018, reaching a local high at the end of 2024. In 2020, amid the pandemic, SOFR dropped to near-zero levels (0.1%) while the CPI began to increase (Exhibit 23). SOFR remained low until mid-2022, CITY OF ASHLAND MAY 23, 2026 PAGE 22 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 240 of 499 when it increased to a peak of 5.31% ill 2023 as the Federal Reserve tightened monetary policy. Concurrently, the CPI increased from 144% in the beginning of 2020 up to 166% by the end of 2022. This reflects an 15% average annual growth rate 2020-2022, signifying increased inflatioll. Following 2022, CPI continued to climb, though at a lower average annual rate of 5% from the end of 2022 to 2024. As of late 2024, CPI remains high compared to pre-pandemic levels, at 175%, while SO decreased to 4.8%. Exhibit 23. Monthly Average Secured Overnight Financing Rate (SOFR) and Consumer Price Index (CPII), United States, (20; 18-2024) M cp ri t y A v r a g o awk, c u ir cl UIS City All Hems MontNly Average -�J V"hr,rr�i r�c n e (S 0 �R)i Consumer Price inidex (CH) 6.0% 180% I 757a ............... % 175% 5,0 1 0 70% 4,0% 165% 3.0% 160% 24�`4,f 2.0% L 77,,, 155% 150% 14276 1 4417o 145% 0.0% %.......... ............�0 140% L 0 ry') II N C14 CN TIN C) 0 0 0 0 �N CN CN CN CN CN CN Sources.- U.S. Federal Reserve Bank, 2024; U. S. Bureau of Labor Statistics, 20-94;CAI, 2024. Note: CPI Base Period:December 1999= 100 Southern Oregon and the Rogue River Valley Population Overall, Oregon has experienced steady population growth, with Jackson and Josephine Counties ranking near the middle iii terms of population growth compared to other counties in the state. From 2010 to 2023, Oregon experienced a 12% growth ill statewide population. Jackson County's population grew by 10% ill this timeframe, reflecting moderate but slower growth compared to rapidly expanding counties like Deschutes County (34%) and Crook County (26%). In contrast, Josephine County grew by 7%, below the statewide average. CITY OF ASHLAND MAY 23, 2026 PAGE 23 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 241 of 499 Since 2020, the populations of both Medford and Ashland have grown more quickly than the state. Medford's growth rate was the highest of these geographies (Exhibit 24). Exhibit 24. Hlistoric Population Growth Estimates, Jackson County, Josephine County, Medford wind Ashland, 1980�-2023 Geography 1980 2000 2020 2023 CAGR (2020-2023) Oregon State 2,633,156 3,421,399 4,268,055 4,296,1626 0.2% Jadkson County 132,456 181,269 223,240 222,762 -0.1% City of Medford 83,115 90,887 3.0% City of AsNand 21,105 21,457 0.67o Josephne County 58,855 75,726 86,560 88,814 0.9% Sources.- Uniuersity of Portla7zd Population Research Ce?zter, 2023;CAI, 2024. Indiistry Employment and Wages Both Oregon and Jackson County economies are heavily reliant on the Services sector, making Lip nearly half of all jobs. Jackson County also shows an emphasis on Retail Trade, underscoring the presence of regional commercial hubs within the county. Covered employment includes wage and salary jlobs that are covered by state unemployment insurance. Covered employment includes most jobs, but excludes self-employed individuals, military personnel, and certain exempt sectors such as some agricultural or domestic work. It includes all part-time and full-time jobs. For the Jackson and Josephine 2-County region, the major industry sectors that account for the most covered jobs in 2022 are Services (with 24% of all jobs within the two counties); Trade, Transportation, and Utilities (21%); and Education Services5 and Health Services (21%) (Exhibit 25). A list of the 2-digit NAICS code industries that are included in each major industry sector is described in Exhibit 26. 5 Employment on public sector institutions, such as Southern Oregon University are included in Government. CITY OF ASHLAND MAY 23, 2026 PAGE 24 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 242 of 499 Exhibit 25. Tonal Cowered Employment by Major Industry Sector, Jackson and Josephine 2-County Region, 2001, 2011O1, & 20;22 140,000 Total Co ererll UirncNassiifl d ,5 9 9770 �lu�miunuiuuu II 1 I�(��1�h�J I IUUI InVI��VVIII�� Noa�afi� � 80,000 60,000 40,000 Trade„ 20,000 1lira spartatmairn :e�,,,u,�i� lilities and Uti, Sources.-Oregon Employment Department;Bureau of Labor Statistics, Quarterly Census of Employment& Wages, 2001, 2010& 20---CAT 2024. Nate 1. FIRE industry,group includes Finance, Insurance and Real Estate. CITY OF ASHLAND MAY 23, 2426 PAGE 25 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 243 of 499 Exhibit 26. Major Industry Sectors by Corresponding NAICS Codles, 2022 Industry Aggregates 2-Digit NAICS 2-Digit NAICS Industry Description 11 Agriculture, Forestry, Fishing and Hunting Construction and M ining, Quarrying, and Oil and Gas Resources 21 Extraction 23 Construction 22 Utilities 42 W holesale Trade Trade, Transportation, 44 Retail Trade Utilities 45 Retail Trade 48 Transportation and Warehousing 49 Transportation and Warehousing 31 M anufacturing M anufacturing 32 M anufacturing 33 M anufacturing 52 Finance and Insurance FIRE 53 Real Estate and Rental and Leasing Education and Health 61 Educational Services Services 62 Hlealth Care and Socjall Assistance 51 Information Professionall, Scientific, and Technical 54 Services 55 M anagem ent of Companies and Enterprises Services Administrative and Support and Waste 56 Management and Remediation Services 71 Arts, Entertainment, and Recreation 72 Accommodation and Foodl Services Other Services (except Public 81 Administration) Unclassified 99 Unclassified Federal Government Government AH State Government Government Locall Government Source: US Census, 2025. Jackson County's covered employment has grown steadily since 2010, adding 14,350 Jobs at a CAGR of 1.5% to reach approximately 89,800 total jobs ill 2022 (Exhibit 27). The fastest growing 2-digit NAICS code industry sectors from 2010 to 2022 were Construction (adding 2,439 jobs with a CAGR of 5.4%), Education (+379, CAGR of 4.1%) and Resources (+1,343, CAGR of 4.0%) industries. CITY OF ASHLAND MAY 23, 2026 PAGE 26 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 244 of 499 Exhibit 27. Covered Employment Change Over Time by Industry, Jaickson County, 2010 & 2022 ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Employment Average Average NIAICS Net Change CAGR Forecast* Wages Wages Industry Code 20�10 2022 (2010-2022) (2010-2022) (2035) 2010 2022 Construction 23 2,789 5,228 2,439 5.4% 10,327 $38,235 $60,220 Educational Services 61 617 996 379 4.11% 11,673 $24,597 $39,183 Natural Resources and Mining 11,21 2,258 3,601 1,343 4.0% 5,971 $25,398 $46,280 Professional,Scientific,and 54 1,948 2,985 1,037 3.6% 4,740 $38,935 $74,399 Technical Services Health Care and Social 62 11,806 16,561 4,755 2.9% 23,896 $43,095 $64,298 Assistance Transportation,Warehousing& 48 2,555 3,3511 796 2.3% 4,495 $,40,163 $64,346 Utilities Real Estate and RentaV and 53 975 1,253 278 2.1% 1,644 $23,209 $45,359 Leasing Accommodation and Food 72 7,315 8,963 1,648 1.7% 1111,170 $15,268 $24,771 Services Manufacturing 31-33 6,052 7,392 1,340 1.7% 9,180 $40,386 $60,222 WhollesaleTrade 42 2,190 2,497 307 1.11% 2,878 $,42,815 $62,535 Administrative and Support 56 3,109 3,530 421 1.1% 4,051 $24,574 $46,357 and Waste Management Retail Trade 44 12,574 114,010 1,436 0.9% 15,751 $26,565 $40,323 Arts,Entertainment,and 71 1,426 1,427 1 0.0% 1,428 $22,187 $32,805 Recreation Other Services 81 2,820 2,755 �65) -0.217c, 2,686 $22,936 $38,787 Finance and insurance 52 2,216 2,140 (76;1 -0.3% 2,061 $45,957 $82,652 Government 11,444 110,502 �942) -0.717c, 9,569 $,41,885 $63,764 Mcnagement of Companies 55 1,667 1,440 (227;1 -1.2% 1,229 $59,493 $109,628 and Enterprises Information 51 1,677 9811 �696) -4.4% 549 $39,820 $80,218 Unclassified 99 11 188 177 26.7% 4,071 $44,817 $70,055 Total 75,449 89,799 14,350 1.5% 108,440 $38,935 $60,222 Sources.-Oregon Employment Department, BLS, QCEW 2001, 2010& 202Z. CAI 2024. Some more narrowly defined industries are concentrated and growing in Jackson County, such as Sporting Goods, Healthcare Services, and Food and Beverage Locations growing and providing jobs. The Sporting Goods, Hobby, Book, and Music Stores industry, or N` UCS Code 451, not only has seen significant growth since 2010 (with a CAGR greater than 10.0%), but it also has a high concentration of employment in Jackson County compared to the nation, with an LQ above 10.0 (Exliibit 28). Jackson County's other fastest growing industries from 2010-2022 are Social Assistance (NAICS Code 624) with a CAGR of 6.6%, and Specialty Trade Contractors (NAICS Code 238) with a CAGR of 5.3%. Jackson County also specializes in Nursing and Residential Care Facilities (NAICS Code 623), which shows an LQ value of 7.24, and Ambulatory Health Care Services (NAICS Code 621), which has an LQ value of 6.66. This industry also has high employment, at around 6,900 workers. The Food Services and Drinking Places industry (NAICS Code 722) is significant in Jackson County as well, demonstrating a high LQ (5.23) along with the highest employment in the County with around 7,700 workers in 2022. CITY OF ASHLAND MAY 23, 2026 PAGE 27 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 245 of 499 Exhibit 28. Tap 10 Industries (at 3-digit NWAICS) by Employment, (Location Quotient, alnd Growth, Jlalckson County CAGII± (20110-2022) Bubble Size Reflects 2022 Employment 4511 Sporliirac Ca« Hobby,Book,arab� 624 SocialStores, 1 U% Ass!stci 2 a „ 5411 I-'rof( ;siia'°an<°fl, ,. 5cr rltufic, 23 S[- c.la 1 1"fa , farc::larui Contra c#a u° 621 Ambulatory Sa_�rvls, �` H �sllflt�(: arr�k 722 Food Sea aaa s ��/„ Services, 6,890 and E)riin , 623 Nosing card t1 A4rrristrrtvear, 1.0% S_iiorrl Serrvicx,sr 264 622 Ho_sf`rlla.,aiU , ' I esiden lal Care 4,155 kcacHi ies, 2,766 611 Educational 0.1 1.00 Location Quotient(2022) 10. 00 Sources.-Oregon Employment Department 2010 &2022; U.S. Bureau of Labor Statistics, 2022; CAI 2024. Workforce and Wages The proportion of working residents (1.6 and older) who report working from home has increased significantly across Oregon and Jackson County since 2010 (Exhibit 29). In `010, 6.1% of Oregon's working residents reported working from home; by 2023, that figure had risen to 17.0%, representing a compound annual growth bate of 8.2%. Ashland had the highest share of at- home workers highest shape among whole?All cities in Oregon? in 2010 at 1 . %, and experienced a similar growth tl:ajiectory, with a CAOR of 7.8% over the same period. By 2023, 21.1% of Ashland's residents who work reported working from house. Is this still the highest shake? The Census Bureau's American Community Survey does not differentiate between remote workers, home occupations or other: work-from-home arrangements. However, the elevated proportion of workers reporting at- home work aligns with larger trends towards remote work following the pandemic. In Ashland, the higher share of residents working from house may reflect both the local shift toward remote jobs and the city's appeal to remote workers relocating from elsewhere In response to broader remote work trends. CITY of ASHLAND MAY 23, 2426 PAGE 28 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Pagan 246 of 499 Exhibit 29. Proportion of Workers 1+6+ Who Work from Home, Oregon, Jackson County, Ashland & Medford, 2010 & 2023 25.0% 2023 l d 4 jl er R1 115.0% "Vie 110.0% 6,`7 5.0% .0% Oregr:,ar...a Aicksorr C;r unly As it anc,:;9 NU-,dford ,source:AC 5-year Estimates., 2023;CAI, 20-9 . Jackson County's tofu earning industries include Management (making an average annual wage of$109,600), Finance and InsuY:ance ($82,700), and Information ($89,290) (Exliibit 30). Average annual wages inJackson County are generally lower than wages at the Mate level. CITY of ASHLAND MAY 23, 2026 PAGE 29 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 247 of 499 Exhibit 30. Average Annual Wages by Occupation, Oregon & Jaickson County, 2022 tAinagenient �1,39,2010 Finarrice and Insurance $100,200 70(,)1 Inforn-iiaffon $80,200 120,900 Frofessiorial�Services $97,400, $74,400 WR,) MMMEEMMM $61,400 Heafth,Care $62,400 Oregon $614 �,(),(1i G(,wearn rren 1 $72,,100 Wholesale Trade $911,7010 t/lanufacturingi I If $83,300 00 Constnicflon $75,300 0,200 Ad rnini s1ra live and Support $54,500 Reso�nc'res $44,700 Beall estate $50 09,300, 61( Re lail Ti ade 540,500 40,300 Ediucation, $$45,600 39,200 Services ffliffoll; $47,2010 '38'8100 Arts, Entericinment, Recreaffon $36,600 Accornodation,and Food ff" $27,700 $- $40,000 $80,000 $120,000 $10),00,0 Sources.-Oregon Employmen t Department, 202Z- CAI 2024. Commercial Real Estate Retail consistently leads in real estate inventory in Jackson County, showing steady growth over time. Meanwhile, Office and Industrial inventories generally maintained moderate levels with slight upward trends. Exhibit 31 shows Jackson County's retail inventory increasing from 10 million square feet in 2007 to 11.2 million square feet in 2023. Office inventory also grew steadily over the same time period, rising from 8.7 million square feet to 9.7 million square feet. Industrial inventory in Jackson County grew by about 1 million square feet from 2007 to 2023, reaching 4 million square. CITY OF ASHLAND MAY 23. 2026 PAGE 30 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 248 of 499 Exhibit 31. Commercial Real Estate Inventory, Jackson County, 2007-2023 Inventory(5q Ft) (Hospitality Inventory 1 2,0O ,000 (Rooms) 2M 35,000 l O O ., �, 00.000 25,000 20,000 6,000,000 4.OM 15,000 10,000 2,00 00 4 1aW ri "� . ow,w�uouuuuu��uuouuYu�rrr�r�r�� o oo��di��ouuuuuuuNuwiu� ��o�00000uuuuuuuuuuuuuuuuuuuuuuuuuouou�uuuw�id�o�onow °° � l,'ll 1`tiA�d, NJ N) rya NI) NO r NI) NI) NI)�^^� r..� �' NI) NO -.a c 10 rya U, a7, a Retaail —Office .lndustriaU Sources.- Caster, 2007-2023; CAI 2024. CITY OF ASHLAND MAY 23, 2426 PAGE 31 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 249 of 499 LOCAL ECONOMIC CHARACTERISTICS AND TRENDS This section analyzes data on Ashland's local economy—including industry composition, employment, workforce and commuting patterns, market conditions, and other key metrics—to describe local economic characteristics and trends. Industry and Workforce Ashland's Industries and Employment Local employment data are challenging to present, given the latency of publication and constraints among varying data providers. According to the US Census LODES data, total (private and public) employment in Ashland has experienced both growth and decline since 2002, ending with a total of 9,104 jobs in 2022, the most recent year available during report production (Exliibit 32). Exhibit 32. Tonal Job Growth, Ashlaind, 2002 to 2022 9,79'2 9,750 9,112,3 8,835 90,445 1191,355 91'10 111 8,4 06 6,(00 2,(0 al") 01 11 al') C,I Sources.- LEHD Origin-Destination Employment Statistics Longitudinal Employer-Household Ltynamics (LODES), 2002-2022;CAI 2025. Ashland's top private, sector industries in 2023 by employment were Accommodation and Food Services (with 1,860 jlobs), Retail Trade (1,471 jobs), and Health Care (1,354 jobs) (Exhibit 33). The different data sources (LODES in Exhibit 32, versus OED in Exhibit 33) result in different totals CITY OF ASHLAND MAY 23, 2026 PAGE 32 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 250 of 499 for the city. OED provided data exclude all public sector jlobs, which include Southern Oregon University and other public sector jlobs. Top growing private industry sectors from 2013 — 2023 were Resources, Infrastructure and Enterprises, which expanded at a CAGR of 9.9% (+ 516 jobs), the Information sector, which grew at 1.8% CAGR (+31 jobs), and Real Estate, which also expanded by 1.8% CAGR (+20 jobs). Private sector industries with declining employment included Wholesale Trade (-3.7% CAGR, -50 jobs), Education (-1.6% CAGR, -19 jobs), and Accommodation and Food Services (-1.1% CAGR, -72 jobs). Exhibit 33. Private, Non-confidential Employment by 2-Digit NAILS Industry Sector, Ashland, 2013 & 2023 Industry 2-Digit NAILS 2013 2023 CAGR Change 11, 21,22, 23, Construction, IResouirces & Enterprise' 48&49, 55 329 845 9.9170 516 Manufacturing (31-33), 31-33 511 546 0.717o 35 W hdl esal e T rode 42 161 1111 -3.7% -50 Retaiil Trade (44&45) 44-45 1,404 1,471 0.517o 67 1 Inform atIon 51 158 1189 1.8170 311 Finaince aired lnsuirance 52 178 170 0.591-o -8 Real IEstate and Reintall and Leasing 53 109 1130 1.817o 211 Professional, Scientific, and Technical Services 54 339 398 1.617o 59 Adrn Inistrative and Support and W aste M anageirnent n 56 275 245 T.I% -30 EducatIonalI Services 61 124 105 1.691-o -19 Health Care and Social Assistance 62 1,359 11,354 0.0170 -5 Arts, Entertainment, aired Recreation 71 677 605 1.191-0 -72 AccoirnmodatIon and Food Services 72 1,912 11,860 0.3 17b -52, Other Services (except Public Administration), 81 418 430 0.317o 12 Undlassifled 99 0 11 111 Total 7,954 8,470 0.6170 516 Sources.- State of Oregon Employment Department, 2013&2028;CAI 2025. Note:Private employment does not include public sector jobs including government or public education services, such as workers at Southern Oregon University. Exhibit 34 summarizes projected employment growth within Ashland's Urban Growth Boundary (UGB) through the year 2045. These employment forecasts inform the Eniployinent Lands Sufficiency section of the EOA. Forecast employment in Ashland is based on estimates of covered employment from 2013-2023 provided by the State of Oregon Employment Department (OED) (as shown above), as well as Bureau of Labor Statistics (BLS) Quarterly Census of Employment and Workers (QCEW) covered employment estimates for Jackson and Josephine Counties. These were utilized to apportion the OED published Rogue Valley Forecast for the period 2023-2033. The resulting Ashland forecast adapts Jackson County's portion CITY OF ASHLAND MAY 23, 2026 PAGE 33 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 251 of 499 of projected regional growth to the city based on the trajectory of sectoral shares of countywide employment projected into the future. The Compound Annual Growth Rate (CAGR) represents resulting year over year growth for the twenty-year period 2025-2045. Total private employment is projected to increase from 8,644 111 2025 to 10,045 by 2045, a total increase of 1,401 jobs. The Leisure and Hospitality sector is projlected to add the most jobs (aii estimated 654) over this time frame, representing a compound annual growth rate (CAGR) of 0.8%. Finance, Insurance and Real Estate (FIRE) is projected to grow the fastest from 2025-2045, with a CAGR of 2.2% and Health Care is the second fastest growing, with a CAGR of 1.4%. Information is projected to decrease the most over the period, with a projected loss of 53 jobs. The Leisure and Hospitality sector is expected to see the largest absolute growth, adding approximately 654 jobs, with a CAGR of 0.8%. Finance, Insurance, and Real Estate (FIRE) is projlected to grow the fastest, with a CAGR of 2.2%, followed by Health Care, at 1.4%. In contrast, the Informatioll sector is expected to decline by 53 jobs over the same period. These estimates reflect only private, non-confidential employment—defined as jobs in privately owned businesses and institutions. Public sector employment, including positions at public universities and government agencies, is not included. As such, the employment forecast is specifically intended to support land use planning and may not capture the full range of community economic priorities. Industry categories used ill the forecast correspond to 2-digit NAIL S codes, as detailed in Exhibit 35. CITY OF ASHLAND MAY 23, 2026 PAGE 34 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 252 of 499 Exhibit 34. Private, Covered Employment Forecast Total and by Sector, Ashland UGB, 2025 -2045 Industry 2013 2025 2035 2045 20 Year CAGR Growth Leisure & Hospitality 2,589 2,4411 2,7911 3,095 654 1.2% Retail 1,4014 1,485 1,45�6 1,443 (427 -0.1% Health Care 1,359 1,35,3 1,5,69, 1,775 422 1.4% Const, Resources &TWU 3017 95,2 8,87 9,79 27 0.1% Professslonail & Business Services 636, 714 766 826 112 0.7% Manufacturing 511 55,3 5,56 565 12 0.1% Other Services 418 432 467 500 67 0.7% FIRE 287 3013 382 467 165 2.2% Information 158 196 16�2 143 (53� -1.6% Wholesale 161 1013 117 123 19, 0.9% Educational Services 124 1012 11 11 116 15 0.7% Unclassified 0 111 12 14 3 1.2% Total 7,954 8,,644 ?,276 10,045 11,401 0.8% Sources.-BLS, 2024;Oregon Employment Department, 2024; CAI, 2025. Exhibit 35. Industry Groupings by 2-Digit N�AICS, Ashland) Employment Forecasts, 20,25 Industry Aggregates Covered NAICS Industry Descriptions I I Natural resources and mining 21 M iningi and I ogging Construction, Resources &TW LI 22 Utilities 23 Construction 48-49 Transportation &warehousing Manufacturing 31-33 Manufacturing Wholesale 42 W hol esa I e trade Retail 44-45 Retail trade Information 51 Information FIRE 52 Finance and Insurance 53 Real Estate and Rental and Leasing 54 Professional, Scientific, and Technical Services Professional & Business Services 55 Management of Companies and Enterprises 56 Administrative and Support and Waste Management and Remediation Services Educational Services 611 Private educational services Health Care 62 Health care and social assistance Leisure & Hospitality 71 Leisure and hospitality 72 Accommodation and food services Other Services 81 Other services Sources.- CAI, 2025. CITY OF ASHLAND MAY 23, 2026 PAGE 35 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 253 of 499 Ashland's Labor- and Commute- Sheds Ashland's residents are highly educated, contributing to a well-qualified labor pool. As of 2023, 62% of the population holds a bachelor's degree or higher, compared to 28% in Medford (Exhibit 36). CITY OF ASHLAND MAY 23, 2026 PAGE 36 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 254 of 499 Exhibit 36. Educational Attainment by Block Group, Jackson County, 2022 r>, 11111111111111111 C City Limits / !, ,CelnttrIlN't�irtt ��/ Educational Attainment Associate's Degree or Higher f IIIII♦ More than / 2 Ntdtor�l I,I JJ JJ Lass than 30 ady Cove Ir�j // / d 1 hrIond %/ uGus d,,.. ;rig 1r�rI1 r //r�i�/�%%gym w °, � NGIUIIflIIIV�� 1'Il ry� f^ri rT1III %�� VV !Ik II :;. r •Wru,..u. A {� 1iI Miles Jw Sources.-Jackson Crum y Open Data Portal, 2024; U.S. Census Bureau lAC 5-Year 2018-2022 Estimates;CAI, 2024. CITY OF ASHLAND MAY 23, 2426 PAGE 37 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 255 of 499 However, the Rogue Valley's labor and commute sheds are very intertwined. Ashland's residents travel all over the valley to work, including to Medford, which serves as a primary employment hub in the Rogue Valley. According to the Census Bureau's 2022 commute data, Ashland had 5,783 employed residents in 2022 (Exhibit 37). Just 37% worked within the city, while 63% connoted to jobs outside of Ashland. Ashland's workforce, however, included 6,910 people. Of these, only 31% (2,158 individuals) both lived and worked in Ashland, while the remaining 69% commuted in from other communities. Exhibit 37. Commuting Patterns of Ashlaind's Workforce and Residents, Ashland, 2022 ................................................................................................................................................................ Share of Share of Metric Count Ashland Ashland Residents Workers Total Employed in Ashland 6,9,10 Total Living in As,hlaind 5,783 Net Inflow of Workers 11,127 Both Live and Work in As,hlaind 2,158 37% 31% Work in Ashland, Live Oultside 4,752 69,% Live in Ashland, Work Outside 3,625 63% Sources.- U.S. Census Bureau Longitudinal Employer-Household Rynamics (LEHD), 2021; CAI, 2024. Considering that many of Ashland's working residents commute elsewhere for employment, while a significant share of local jobs are filled by workers commuting into the city. This dynamic suggests a mismatch between the types of jobs available in Ashland and the skills or preferences of its resident workforce. Ashland's jobs-to-housing unit ratio is 0.74 in 2023, down slightly from 0.78 in 2013 (Exhibit 38). This modest decline points to a growing imbalance between local employment opportunities and housing availability. A ratio below 1.0 indicates there are fewer jobs than housing units, which may reflect demographic factors—such as a higher share of retirees—and regional commuting patterns. Compared to the Rogue Valley (0.85) and Medford (1.35), Ashland's lower ratio is likely impacted by both a reduced labor force participation due to a high proportion of seniors (Exhibit 2) and the outflow of residents commuting elsewhere for work (as described in Exhibit 37 above). CITY OF ASHLAND MAY 23, 2026 PAGE 38 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 256 of 499 Exhibit 38. Job to Housing Unit Ratio, Ashiand, 20113 and 2023 Oregoin, ................................. ...... atio(2023) I a08 RogueVafley Ratio(2023) US 0.1)0 A)I:i Source:American Community Survey, 2013, 2023;State of Oregon Employment Department, 2018, 2023; U.S. Bureazi of Labor Statistics, 2013, 2023; CAI, 2025. In 2022, these dynamics come together to result iii a net inflow of 1,685 workers into Ashland (Exhibit 39). It's important to note that inflow/outflow values do not reflect the actual number of commuters; rather, they represent the iiet difference between the total number of jobs located in Ashland and the total number of Ashland residents working iii each industry. As such, they do not account for residents who may commute elsewhere for similar jobs, and should be interpreted as a rough indicator of industry-level labor exchange. In Ashland, industries with the highest net inflow Include Accommodation and Food Services (+638), Educational Services (+596), and Retail Trade (+354). These patterns suggest relatively higher demand for labor in these sectors compared to the local workforce available to fill them. CITY OF ASHLAND MAY 23, 2026 PAGE 39 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 257 of 499 Exhibit 39. Total Employment Labor Inflow & Outflow by Industry, Ashland, 2022 Jobs in Jobs of Inflow Jobs in Ashland Ashland Ashland (Outflow) Residents Accommodation and Food Services 1,620 982 638 Educational Services 1,362 766 596 Retaill Trade 1,379 1,0125 354 Arts, Entertainment, and Recreatlon 674 334 340 Manufacturing 589 423 166 Professioinall,Scientific,and Technical Services 480 349 131 Information 244 159 85 Other Services (exdl ulding Public Ad m inistration) 377 293 84 Administration&Support, Waste Management ai 320 3115 5 Mining, Qulairrying, and Oil and Gas Extraction 7 4 3 (Real Estate and Rental and Leasing 118 120 (2) Utilities - 11 I (]1 1) W holesale Trade 143 163 (20) Finance and Insurance 140 168 (28) Management of Companies and Enterprises 51 9,6 (45) Public Ad ministration 18,8 271 (83) Transportation andl Warehousing 64 155 (9'1) Agriculture, (Forestry, IFiishning and Hunting 40 172 (132) Construction 179 322 (143) —Health Care and Soclall AssIstaince, 1,1129 1,291 162) 9,104 7,419 1,685 Sources.- LEHD Origin-Destination Employment Statistics Longitudinal Employer-Household Rynamics (LODES), 2022; CAI 2025. CITY OF ASHLAND MAY 23, 2026 PAGE 40 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 258 of 499 Ashland's Market Conditions Commercial Real Estate Inventory Ashland's retail inventory increased from 702,000 square feet in 2007 to 788,000 square feet in 2024, maintaining the largest share of commercial real estate inventory in the city (Exliibit 40). Office space grew from 350,000 square feet in 2007 to 500,000 square feet in 2024. Industrial inventory increased gradually, starting at 269,000 square feet in 2007 and reaching 302,000 square feet in 2024. Exhibit 4,0. Square Footage of Inventory by Typology, Ashlaind, 2007-2024 788K 702K .......... X) (,'Y') 600,()(YJ 500K 4(000�i5OK (AXJ WO'C"(YJ 35,,5K �K 7 'I I C,l N CN CN� Source(s): Costar, 20-94;CN, 2025. CITY OF ASHLAND MAY 23, 2026 PAGE 41 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 259 of 499 Hospitality Hospitality real estate inventory in Ashland, measured by the number of rooms, decreased from 947 rooms in 2007 to 770 rooms in 2024 (Exhibit 41). After an initial decline in inventory 111 2008, the number of rooms grew modestly, peaking at 892 rooms in 2020 before declining again. Occupancy rates began at 59.3% in 2007, peaked at 71.1% in 2019, and declined to 62.0% in 2024, with a significant dip to 54.3% in 2020. Despite some recovery in occupancy rates post-2020, both inventory and occupancy remain below their earlier peaks. Exhibit 4,1. Hospitality Reail Estate Inventory (by (Rooms) aind Occupancy (Annually-Smoothed), Ashlaind, 200�7-2024 Inventory (Rooms) 1,000 ?47 8 0,0% 8912 900 800 60.W/. 700 770 600 50M/. 500 40,07o 400 3 0,0W, 300 2 0.C Pla 200 100 10.(M. 0 0.0% M 0 r. ro CD M COD COD CO cv D E C5 C5 E E E E 8 CD CD 0 rN rN rN rN rN rN C14 C14 rN rN CN CN CN rN rN CN CN �N Source(s): Costar, 20-94;CN, 2025. ]Retail Exhibit 42 explores retail lease rates and vacancy trends in Ashland from 2007 to 2024. Retail lease rates started at $12.00 per square foot in 2007, reached a peak of$29.73 per square foot in 2018, and declined to $20.99 per Square foot as of 2024. Retail vacancy rates fluctuated, beginning at 5.4% in 2007, reaching a low of 1.1% in 2020, and ending at 2.0% in 2024, with a temporary increase to 4.0% in 2023. This reflects a different trend to that seen in the Rogue Valley region. Annual average vacancy rates for retail in the Rogue Valley fluctuated from 2.4%-3.9% from 2009-2024, landing at 3.05% in 2024. Lease rates peaked in CITY OF ASHLAND MAY 23, 2026 PAGE 42 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 260 of 499 the Rogue Valley in 2022, with $17.06 per square foot, before dropping slightly to $16.55 in 2024. Exhibit 42. Retail Lease aind Vacancy Rate, Ashland, 2007-2024, .ease Ral"e ($/Sqf[) Vac a i't,c y $35.00 6.0% 5.4 $2 9,,'T", $30.00 Ala5.0% $25.00 4,01% (fl� 4.0% $20.0 4 0 $20.00 o 3.0% , $15.00 '14 ��I 1 111, 9 4 2,f[,,1% 2.0% W % $10.00 0 01 It $5.t7 7 w @ yl 1 $0.010, 0.0% r', 00 � 0 N �4- � � r. 00 � 0 N �4- COD COD COD TD TD TD TD E E E E E E 0 0 0 0 0 N N N N N N N N N N N N N N N N N N Source(s): Costar, 20-94;CN, 2025. Retail lease and vacancy trends in Downtown Ashland have diverged from the citywide market somewhat (Exhibit 43). Downtown lease rates, like lease rates city-wide, peaked in 2019. However, its lease rates were more volatile than at the city level, with the peak very briefly reaching $36.81. Downtown lease rates have decreased since, reaching $17.00 in 2024. Similarly, downtown vacancy rates spiked sharply to 11.3% 111 2021 before declining to 1.6% ill 2024, whereas citywide vacancy has remained more stable. These patterns suggest that downtown Ashland experienced a more intense cycle of disruption and recovery, possibly reflecting its concentration of tourism-facing retail or greater exposure to pandemic-related impacts. Despite this, current downtown vacancy is low, signaling potential for a rebound iii tenant demand. CITY OF ASHLAND MAY 23, 2026 PAGE 43 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 261 of 499 Exhibit 43. downtown Retail (Lease and Vaicancy Rate, Ashland, 2012-2024 Lease Rate ($/SqH) 10. 70 0.00 $2. 3 0% $20.52 wl O 4.0% '$10.00 12,20 2.0% J.00 C� L2 7 '2— C7 Cad C"1 C J CV Ca CD 011-N Ca CJ CD C) C�(Ni C�r1-4 0 C} Source(s): Costar, 20-94;CN 2025. CITY OF ASHLAND MAY 23, 2426 PAGE 44 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 262 of 499 Office Office lease rates peaked at $22.68 per square foot iii 2021 but declined to $18.96 by 2023 (Exhibit 44). Vacancy rates fluctuated but remained low, ending at 2.5% in 2024. This is lower than the 2024 average vacancy rate for office space in the Rogue Valley region of 4.73%. Exhibit 44. Office Lease wind Vacancy Rate, Ashland, 2007-2024, �Lease Rate ($/Sqfth) V ac a I c y $25.00 6.0% $22,.68 $19.74 5.0% $20.00 gull E18.96 0 A 4.0% $15.00 11 III mu %14 j, 3.0% 1 01' $10.00 lIV 611 1%#W 2.0% 911 pb,...... ku % $5.010, 1.0% % %, $0.010, 0.0% 00 � 0 N �4- �a � r 00 � 0 N � D D CO CO COD TD TD TD TD E E E E E E C CV CV ND CND CND IN IN IN IN IN IN IN IN IN IN IN IN IN Source(s): Costar, 20-94;CN, 2025. CITY OF ASHLAND MAY 23, 2026 PAGE 45 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 263 of 499 Indiistrial Industrial lease rates in Ashland peaked at $13.59 per square foot in 2023 before declining to $10.47 in 2024 (Exliibit 45). Industrial vacancy rates increased from near 0% 111 2019 to 26.7% iii 2024. The sharp rise in Ashland's industrial vacancy rate since 2019 may be attributed to a combination of new space deliveries outpacing tenant demand, pande mic-related business disruptions, and increased competition from nearby markets such as Rogue Valley, where vacancy rates remain comparatively low (Exhibit 46). Exhibit 45. Industrial Lease ands Vaicancy, Ashland, 2007-2024 $16.0�O 35.0% $14.0�O $13 5 9� 30.0% $12.0�O 25.0W, $101.010 $10,,1117 20.0% $8.010, 15.0% ................................................................. .............. $6.010, $4.010, 10.0% $2.010, 5.0% 10'- 0, 0 N M CV "T CV CV CV CV CV CV CV Cal CV CV CV CV CV CV CV CV CV CV Source(s): Costar, 20-94;CN, 2025. CITY OF ASHLAND MAY 23, 2026 PAGE 46 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 264 of 499 Exhibit 4,6. Industrial Absorption and Deliveries, Ashland, 2011O�-2023 �elluYe ll, es 50,000 40,000 30,000 27,777 20,000 10,000 5,850 0 (20,000) (,30,000) (40,000) (33,950) 00 00 00 '07N C) 0 0 0 CA CA CA CA CN CN CN CN CN CN CN CN CN CN CN CN CN N Source(s): Costar, 20-94;CN, 2025. CITY OF ASHLAND MAY 23, 2026 PAGE 47 DRAFT ECONOMIC OPPORTUNITIES ANALYSIS Page 265 of 499 EMPLOYMENT LANDS SUFFICIENCY ASSESSMENT Background OAR 660-038-0060 requires that cities maintain a buildable lands inventory within the UGB sufficient to accommodate the residential, employment and other urban uses such as public facilities, streets, parks and open space needed for a 20-year planning period. Ashland's Buildable Lands Inventory (BLI), adopted in 2024, mapped net developable land supply by Comprehensive Plan and Zoning categories for the City and Urban Growth Boundary (UG13). Along with the 2021 Housing Capacity Analysis, the BLI largely focused on residential land capacity and determined that sufficient supply exists to satisfy residential growth needs for housing units for the 20-year planning horizon. This 2024-2025 Economic Opportunity Analysis update forecasts the deniand for employment on commercial and industrial lands and utilizes the BLI to assess whether an adequate supply of land zoned for employment uses is available to meet this forecasted demand. Methodology Step 1. Supply Isolate, extract, and further analyze the supply of buildable employment (commercial and industrial) land from the 2024 BLI. Step 2. Demand Using a detailed, customized employment data based on published sources including the Bureau of Labor Statistics (BLS) and Oregon Employment Department, forecast employment in aggregate and by industry/ land use is modeled and utilized to estimate land demand by category. Step 3. Reconcile Supply with De nand Supply of employment land is reconciled with demand in aggregate and by category. Step 4. Site Types A range of site types required to meet Ashland's forecast demand for employment land are explored and characterized. Buildable Land Segments Oregon statutes define Buildable Lands as "Residentially and commercially designated vacant, partially vacant, and, at the option of the local jurisdiction, redevelopable land within the urban growth boundary that is CITY OF ASHLAND MAY 16. 2025 PAGE 48 DRAFT EOA Page 266 of 499 not severely constrained by natural hazards, (Statewide Planning Goal 7) or Subject to natural resource protection measures (Statewide Planning Goals 5 and 15)." For the BLI analysis conducted for this EOA, the following categories were defined and used; Vacant: Vacant lots were those parcels that were free of improvements (structures) and were available for future residential or commercial development.6 Partially Vacant: In Commercially zoned lands, those parcels with additional undeveloped land area yet containing a building oil a portion of the property were considered partially vacant.' Ashland Employment Comp Plan / Zoning Categories This analysis extracts and examines net buildable acreage (vacant and partially developed) for these five, "einploynient land" Comprehensive Plan land use categories: • Conlinercial (C-1) This district is designed to stabilize, improve and protect the characteristics of those areas providing commercial commodities and services. • Conlinercial-Downtown (C-1-D) This district is all employment zone that allows retail, office, and other uses. • Eniployinent (E-1) The district is designed to provide for a variety of uses such as office, retail, or manufacturing in an aesthetic environment and having a minimal impact oil surrounding uses. • Industrial District (M-1) This district is designed to encourage sound industrial development in the City by providing a protective environment exclusively for such development. • The Cronian Mill zone (CM-X) is a group of large parcels of land ill south Ashland that have their own set of design elements and permitted, special permitted, and conditional uses. The redevelopment plan for this site was passed by the Ashland City Council in August 2010 and includes a Croman Mill site specific land use code. 6 Other categories of vacant land zvere identified bta exchided from net bzlildable stipply, inchiding uacant-zinbtaldable (date to physical constraints like floodplains and steep slopes); vacant - open. space; uacant-parking';and vacant-parks. Vacant -airport may be disciissed later. 7 Pztbllcly olvned land and sites ivith slopes greater than 35?1o' ivere not considered buildable. Commercial properties deemed "redevelopable"ivere inchided in '�artlally vacant"category. CITY OF ASHLAND MAY 16. 2025 PAGE 49 DRAFT EOA Page 267 of 499 Supply of Employment Land Summary of Buildable Lands Inventory The 2024 BLI found a combined total area within Ashland's political boundaries (City + UG13) of 4,958 acres. Of this, there was a total of 542 acres of"ernployinent land" (Including Industrial, Commercial, Employment, Downtown Commercial, and Croman Mill Employment, Ind. & Mixed Use) found within the City and UG13. A total of 630 net buildable acres of land were found within the City and UG13 that are developable across all Comprehensive Plan designations, out of a gross buildable area of 985 acres. Exhibit 47. Total Net Buildable Acreaige, Ashlaind wind Urban Growth Boundary, 2024, lidVe 4- Toftd,Vet Huffih4ble,,arrtiope(V&P 1)VG B& Ci L imits 5 ............................ 16,3 250 Parfi,Mly Vn,arrt 420 592,4 380,4 Vacant/,Niqiot1 10 115,2 Pei pl�ln Vuant/UnDevelopable 86 2447 0 Vacant,101nn Sjrace or Park 411 6,19,1 0 Vacasnt J'ark-inn 80 22, 0 4 . ...............................--.[ Source:Excerpted from Ashland Buildable Lands Inuentory, 2024. Public rights-of-way,, parks/open space and civic uses accounted for 27.8% of the City's total gross acreage. The remaining land is classified as Residential (60.1 N, Commercial (11.4%), and Industrial (0.4%). Total Supply Total net buildable supply for all "einploynient land" categories was 181 acres per the 2024 BLI analyzed for this work. Net buildable supply is exclusive of constrained areas, such as steep slopes, wetlands, and special flood hazard areas. Gross buildable supply, including constrained areas, totaled 267 acres across 140 parcels. The 2024 BLI found that most land supply was in the Employment land use category, comprising around 50% of the total buildable acreage, and Croman Mill, comprising another 3333%. The least constrained parcels were in the CITY OF ASHLAND MAY 16. 2025 PAGE 50 DRAFT EOA Page 268 of 499 Industrial and Croman Mill designations. IndListrial and Employment sites had the lowest built FARS generally. Downtown Commercial parcels represented a small fraction of supply, were heavily constrained, and had much higher FARS. Exhibit 48. Developable andl Redlevelopable Employment Lainds by Category, Ashland, 2024 Net Number Gross Buildable Percent Comp Plan Category of Parcels Acreage Acreage Constrained Croman Mill (Employment, Ind. & MU) 13 85.7 61.1 29% Downtown (Commercial) 8 2.9 0.44 85% Employment 89 136.7 90 34% Commercial 24 25.3 15.2 40% Industrial 6 16.3 14.6 10% Total 140.0 266.9, 181.3 32% Sources.-Ashland Zoning Alap, 2024;Ashland Future Land Use Alap, 2024;CAI, 2024. Supply Location The 2024 BLI foLind that Ashland's current buildable employment land supply was located mainly in the City limits (69%, by net buildable acreage). Most was located in southeast Ashland, and/or adjacent to the Central Oregon & Pacific railroad right of way. Major nodes were located: • South of the airport on Main St.; • Along 1-5 and the railroad line from Cromaii Mill down to Crowson; • North of the Railroad District ill central Ashland, and; • AroLind Jackson Rd. and Hwy 99 CITY OF ASHLAND MAY 16. 2025 PAGE 51 DRAFT EOA Page 269 of 499 Exhibit 49. Buildable Commercial and Industrial Lands Maip, Ashland, 2024 City Lrnil,, r r �y r� irl.iiri(�rovvth Bcu ids y(I f AJ) b� � n �31 ,,.glrt..riL&Corcrrlp P Iarfl Designatiori lm,i a Cri of�Y,ar;ar l kt IC11fPlorI(Illr .+tt if"rl it ur . � r rrr r i o I ,ra i i i r it F YfY�!II!' 9,.4r E'rFiiIdy I aril: y Mill mill II 6'.:r71 II Sri A mu lq, r � ¢ ✓1 ¢ I ��yr } 1 �p /I r li r if > j"«w } � Dovv f ✓it Kas inir I Pan f 4i'l �[)a (AIle• Pod,daa:6 l)uC,k ✓f ! 1 r U i/ ;�sry'alq /, " „yif rI /. / r��i�✓3 �dyr Yir al r! Yj d � I �� m4 , ter,.r r r- r, t f r� ✓ l a /j �� my Jf� ) } ?; 1 r ,Y, �•~* // E� �IWPM 9 �� i � � �✓ %r,,,� tr I H" r ,� r �`l 111� i l l� ��" w�t.ti�lY` �i,�elf r�r r , ��✓ f ✓/ l �l� 7 ,f Slil 1r r r / �' ir l� i y frilri 1 Yf 7 IIIII r �✓sir ��f.j/��' j, �fT mw, t / � i' %i /m",01, ��.. Al 1 /77 777 Sources.Ashland Zoning AIap, 2024;Ashland Future Land Use AIap; CAI, 2025. Short Terirr Supply The !foal 9 Administrative Rule (OAR 666-009) includes provisions that require that clues within a Metropolitan Planning Organization (MP®) account for and ensure an adequate short-term supply of industrial and other employment lands for near term growth needs. As Ashland is within the Rogue Valley MPO, it is subject to this requirement. Short terms supply, per the administrative rules, refers to land that can be ready for construction in one year based on "engineering feasibility." For this CITY of ASHLAND MAY 16. 2025 PAGE 52 DRAFT EOA Page 270 of 499 assessment, CAI and the City of Ashland have interpreted this to include a subset of sites within the above described overall employment land supply that: • Have road access, • Have minimal contamination or environmental constraints (or are undergoing remediation currently), • And are served with basic Infrastruct Lire (stubbed at property or adjacent) including power, water, and sanitary sewer. Per these criteria, the City of Ashland's short term supply of employment land sites amounts to a total of 21 parcels comprising 101.3 acres of land within the city and / or urban growth boundary. Key pieces of this short term supply include the Croman Mill employment sites, and the large Union Pacific E-1 site north of Downtown Ashland. In particular, the Croman Mill employment sites identified in this inventory may satisfy this requirement, as all necessary utilities—water, sewer, and electricity—can be extended with the installation of internal streets and supporting infrastructure. While the site contains contaminated soil and requires environmental remediation, a cleanup proposal is currently under review by the Oregon Department of Environmental Quality (DEQ). In addition to Croman Mill, the large E-I site between A Street and Hersey owned by Union Pacific also meets the serviceability standard. It has an approved DEQ remediation plan, with cleanup expected to begin in the fall. Once completed, the site will support employment uses and potentially urban residential development. Approximately three acres of the property will remain under a vegetative cap due to residual contamination, which may require additional remediation if more intensive development is pursued. All essential public facilities and services are available at the perimeter of both sites and can be extended through the properties as needed, which supports their classification as developpent-heady short term supply sites under Oregon's Economic Opportunity Analysis (EOA) framework. For other industrial sites identified in the BLI South of the airport, no impediments were identified to the extension of infrastructure necessary to serve future development. Public facilities such as water, sewer, and transportation connections can be extended as needed in these locations to support employment uses. In addition to current supply, the Rule requires cities within an MPO to make a commitment to provide a competitive short-term supply of land and establishes a target of 25% of total UGB employment land supply. As total employment land supply in Ashland amounts to 542 acres, a target of 25% CITY OF ASHLAND MAY 16. 2025 PAGE 53 DRAFT EOA Page 271 of 499 would represent 136 acres. A "competitive" short term supply refers to having parcels in a range of sizes and designations to meet the needs of a variety of employers interested in locating or expanding in the city. Forecasted Employment Land Demand In this section, future commercial and industrial employment growth is modeled and converted into an approximation of land needed to accommodate this growth. Total and industry sector growth is represented by a twenty-year private employment forecast for the Ashland UGB (2025-2045). This forecasted private employment growth is they mapped to generalized land use typologies (commercial and industrial) corresponding to Ashland's General Comprehensive Plan designations for employment land. Finally, demand for employment land is modeled based on local employment densities derived from existing land absorption patterns cross referenced with site-level employment data. Forecasted Eiiiployiiient Growth Forecasted employment growth by industry, given in Exhibit 34, is mapped to generalized land use types corresponding broadly to Ashland's employment lands Comprehensive Plan designations (Exhibit 50). By 2045, Ashland is forecasted to experience employment growth in the form of an estimated 1,343 jobs generally requiring commercial land and 59 jlobs that generally require industrial land (Exhibit 51). Mapped land use categories are broad and site sufficiency is examined with greater precision in the subsequent section. CITY OF ASHLAND MAY 16. 2025 PAGE 54 DRAFT EOA Page 272 of 499 Exhibit 50. Mapping Employment Forecasts to Generalized Land Uses, Ashland, 2045 Industry Growth Year Generalized Growth Land Use Leisure & Hlospitallity 654 Commercial RetaiI (42) Commercial Hleallth Care 422 Commercial Construction, Resources & WTIUI 27 Industrial ProfesssionaI & Business Services 112 Commercial Manufacturing 12 Industrial Other Services 67 Commercial FIRE 165 Commercial Information 53) Commercial Wholesale 19 Industrial Education 15 Commercial Unclassified 3 Commercial Total 1,401 Sources.- CAI, 2025. Exhibit 511. Forecasted Employment by Generalized Land Use Types, Ashland, 2025 & 2045 2025 2045 Employment Generalized Land Use Employment Employment Growth CommercialI 7,036 8,378 1,343 Industrial 11,608 1,667 59 Total 8,,644 10,045 1,401 Sources.- CAI, 2025. For absorption of vacant land, this analysis converts forecast growth by land use to land demand using locally-derived assumptions for einploynient density. These density figures, in terms of Employees Per Acre (EPA) were calculated by dividing summed site-level employment data by total developed acres per category for Commercial, Commercial-Downtown, Employment, and Industrial sites. Though the small number of developed industrial sites (8) renders this data less reliable as a reference, other comparables from Medford and recent report commissioned on Croman Mill (by Jonson Economic), demonstrate consistent density findings. CITY OF ASHLAND MAY 16. 2025 PAGE 55 DRAFT EOA Page 278 of 499 Exhibit 52. Employment Density Metrics by Laind Use Category, Ashland, 2025 Total 2025 Site Develloped 2025 Employment Camp Pllan J Employment Site Acreaige Employment Zoning Categories (Employees) (Ac) Density (EPA) Commercial (C 1) 1,963 1013 19.1 Commercial-Downtown (C-1-D) 1,201 13 92.4 Employment (E 1) 1,932 114 16.9 Creman Mill (NC, MU, OE, Cl) 153 2 76.5 Industrial (M-1) 142 13 10.9 Total 5,391 245 22.0 Source:Jackson County Assessor, 20-94;City of Ashland, 2025;ESRI Business Analyst., 2025; CAI, 2025. Nate: 500 employees for the Oregon Shakespeare Festival, though technically based in Downtown Ashland, are in fact distributed and were remoa ed from local employment totals. Nate:For additional reference, a.20-93 report by Johnson Economics estimated an average employment density of 13 employees per acre (EPA)for the Croman Mill site with its projected mix of retail, office., industrial, and residential. The nearby Jackson County city of Medford was found to have an existing industrial employment density of 9.3 EPA across a much larger sampling of sates. For aggregate land deinand, 20-year employment growth (2025-2045) 1)y generalized land use category (commercial and industrial) was converted using locally derived employment densities for generalized Commercial and Industrial use categories (Exhibit 5 ). Total aggregate land demand iaased upon this method was 76 acres (net of any additional required acreage for ROWS, public facilities, etc.), including 70 acres of coin.inercial land and 5 acres of industrial land. Exhibit 53. Aggregate Land Demand Forecast, Ashland, 2045 Generalized) 20 Year Employment Net Land Land Use Growth Density (EPA) Demand (Ac) Commercial 11,343 19.1 70 Industrial 59 10.9 5 Total 1,401 - 76 Source:Jackson County Assessor, 2924;City'of Ashland, 2025;ESRI Business Analyst., 2025; CAI, 2025. Employment Lands Sufficiency With a total net buildable supply of 181 acres of"employment lands",, and only 76 aggregate acres of denlaand projected for industrial and CITY OF ASHLAND MAY 1.6. 2025 PAGE 56 DRAFT EOA Page 274 of 499 commercial uses, Ashland has a likely surplus of over 100 acres within the City and UGB urbanized area. But does Ashland have the right kind of sites? The following section examines supply versus demand by category more closely and characterizes needed site types in Ashland based on existing and historic patterns of land absorption. Land Needed for Economic Growth Exhibit 54 models one potential distribution of land demand given existing shares of current employment by land use / zoning category as applied to employment growth for the 20-year planning period (forecast at 1,401 new jobs by 2045). Croman Mill is likely significantly underestimated given assumptions based on current employment as the site has largely not yet been redeveloped. Discounting Croman Mill, which is likely to see much greater future development, there could be a small deficit of commercial lands but surpluses of employment and industrial lands in Ashland currently. Since the E-1 category can accommodate many commercial uses, it is possible that the city of Ashland has sufficient supply to meet demand in all categories, possibly excepting Downtown Commercial. EXhibff 54. Estimated Demand for Employment L,aind by Land Use Type, Ashland, 2025-2045 Supply Demand Net Current Share of 201- Estimated Buildable Employment Year Job Employment Demand Surplus Comp Plan Category Acres of Total) Growth Density(EPA) (Ac) (Deficit) Commercial 15.2 22.7% 318 19.1 16.7 1.5) Downtown (Commercial) OA4 13.9% 195 92.4 2.1 (1.7) Employment 90 22.4% 313 16.9 18.5 71.5 Croman Mill (Employment, Ind. & MIJ) 61.1 1.8% 25 76.5 0.3 60.8 Industrial 14.6 1.6% 23 10.9 2.1 12.5 Total 181.3 62% 874 39.7 141.6 Sources.- Jackson Couny Assessor, 2024; City,of Ashland, 202,5-ESR7 Business Ana1j,st, 2025;CAI, 2025. Note: Current ernl,)loyment totals do not sum to 100% because 3r'%of Ashland emploj,ment occurs outside of these zones, mainly,on, residential lands. Land Sufficiency by Site Types Exhibit 55 summarizes the number of vacant sites by size that are available for new development on employment lands in Ashland in 2025. In total, there CITY OF ASHLAND MAY 16. 2025 PAGE 57 DRAFT EOA Page 275 of 499 are 140 sites available to support future land demand through 2045. The largest grouping of these are small sites of less than 0.5 acres (56). The next largest grouping are sites sized 1-5 acres. Few sites are larger thaii 5 acres (8) and even fewer are needed at the 20 acres or larger range (2). The largest proportion of sites is in the Employment land use category (89) with the next largest categories being commercial (24) and Croman Mill (13). These findings inform the following discussion of demand by category. Exhibit 55. Land Supply by Site Size and Designation, Ashland, 2025 Number of Vacant Tax Lots Less than .5 to I More than Comp Plan Category .5 ac ac 1-5 ac 5-20 ac 20 ac Total Commercial 13 5 5 1 0 24 Downtown (Commercially 5 3 0 0 0 8 Employment 37 13 35 3 1 89 Croman MiII (Employment, Ind. & MU1 i 1 2 5 4 1 13 Industrial 0 0 6 0 0 6 Total 56 23 51 8 2 140 Source(s): City of Ashland, 20251-Jackson County Assessor, 2024; CAI, 2025. Coininercial Zone Site Statistics • Number of Developed Parcels: 178 • Mean (Average) Parcel Size: 0.58 acres • Median (Most Frequent) Parcel Size: 0.23 acres Ashland's Retail Coinniercial (C-1) zone allows for a range of retail, food & beverage, and service uses, while generally speaking, manufacturing and industrial uses are not permitted unless they are small and contiguous to retailing. Mini-storage is not permitted. Office is permitted in commercial, employment, and industrial zones. Three primary nodes of this zone encompass the area immediately surrounding Downtown Ashland, the highway commercial along Siskiyou 99, and the larger format retail node around 1-5 and Ashland / 66. Ashland's Retail Commercial (C-1) zone currently has a median (most frequent) developed site size of 0.23 acres. If current patterns of land consumption persist, this category will require around 17 aggregate acres of land, distributed across a range of site sizes, but predominantly small (less than 0.5 acre) size sites, which constitute 54% of all currently buildable Commercial sites. CITY OF ASHLAND MAY 16. 2025 PAGE 58 DRAFT EOA Page 276 of 499 Downtown Coininercial Zone Site Statistics • Number of Developed Parcels: 77 • Mean (Average) Parcel Size: 0.16 acres • Median (Most Frequent) Parcel Size: 0.12 acres Ashland's Downtown Coinniercial (C-1-D) zone alms to create a vibrant, pedestrian-friendly environment by permitting a mix of uses, Including high- density housing, civic offices, and small-scale commercial, food and beverage, and retail businesses. It emphasizes mixed-use developments and encourages locally oriented professional and personal services. The zone is designed to foster a compact, transit-oriented area with public spaces, extensive landscaping, and shared parking. This zone is the location of many of Ashland's Oregon Shakespeare Festival organizations (including the HQ of the festival itself) and supporting businesses and encompasses a compact zone in downtown Ashland. Ashland's Downtown Coinniercial (C-1-D) zone currently has a median (most frequent) developed site size of 0.12 acres. If current patterns of land consumption generally continue, this category would required only around 2 more aggregate acres of land (given extremely small lot sizes and higher built FARs), distributed across a range of small site sizes, but predominantly less than 0.5 acre size sites, which constitute two-thirds of the eight currently buildable Downtown Commercial sites. Einployinent Zone Site Statistics • Number of Developed Parcels: 214 • Mean (Average) Parcel Size: 0.53 acres • Median (Most Frequent) Parcel Size: 0.26 acres Ashland's Eniployinent (E-1) zone is designated to allow for various types of businesses, including office, retail, and manufacturing, while aiming for a visually appealing and minimally disruptive environment. Large nodes of E-1 exist along the railroad right-of-way (ROW) north of downtown, and south of the airport. The Einploynient category (E-1) is inore inclusive as it allows many commercial uses, in addition to office and some (lower impact) manufacturing and industrial uses. As such, the E-1 zone could feasibly absorb demand for both commercial and industrial land. CITY OF ASHLAND MAY 16. 2025 PAGE 59 DRAFT EOA Page 277 of 499 In E-1, retail is limited to 20,000 square feet (sf) per lot. Mini-storage is conditionally permitted. Marijuana retailing is conditionally permitted and limited to C-1 or E-1. Auto service and gas stations are permitted with conditions in C-1 and E-1. Ashland's Eniployinent (E-1) zone currently has a median (most frequent) developed site size of 0.26 acres and an average size of 0.53 acres. If current patterns of land consumption continue, this category will demand around 19 aggregate acres of land, distributed across a range of site sizes, but predominantly small and small-mid-size sites, which constitute 42% and 15% of currently buildable Employment sites. Industrial Zone Site Statistics • Number of Developed Parcels: 8 • Mean (Average) Parcel Size: 1.6 acres • Median (Most Frequent) Parcel Size: 1.6 acres Ashland has several industrial zoned areas and business parks designed to encourage business development. These areas offer a mix of infrastructure, zoning options, and potential for various industrial and commercial uses. Specifically, the Croman Mill Site, the Ashland Industrial Park, and IPCO Commercial Properties are key locations for industrial activity. The Industrial zone (M-1) in Ashland allows for a range of general manufacturing, distribution, office and industrial uses, well-buffered from residential uses. Mini-storage is a permitted use here. Retail is limited to serving workers in the zone but restaurants are permitted. Ashland's Industrial (M-1) zone currently has a median (most frequent) and average developed site size of 1.6 acres. If current patterns of land consumption continue, this category will demand around 2 more aggregate acres of land, most likely in the mid-size (1-5 ac) range, which constitute 100% of the currently buildable Industrial sites. Summary of Findings • This analysis finds that, with a total net buildable supply of 181 acres of"employment lands" and only 76 total acres of deinand projected for industrial and commercial uses, Ashland has a likely surplus of over 100 acres within the City and UGB urbanized area. • However, tliere rnay be a sliortage of sinall, centrally located coinniercial sites. While overall supply is sufficient, further analysis suggests a relative lack of small Downtown Commercial and mid-sized commercial sites. Some of this demand could be absorbed by surplus CITY OF ASHLAND MAY 16. 2025 PAGE 60 DRAFT EOA Page 278 of 499 E-1 employment lands; however, businesses that depend on visibility and foot traffic—such as those tied to the Oregon Shakespeare Festival—will continue to prefer prominent downtown locations. Improving pedestrian connectivity, signage, and branding between downtown and the northern E-1 node may help support business attraction in those areas. • Ownership dynamics nlay limit redevelopnient of key opportunity sites. The Croman Mill and Railroad District properties represent the city's largest groupings of buildable land, but lack of proactive ownership and incentives to sell have historically stalled redevelopment efforts. • There is capacity to accoinniodate stronger-than-forecasted einploynient growth. If employment growth is greater than forecasts indicate in coming years, there will likely be sufficient land in Ashland to accommodate it given the surplus employment land supply identified within the City/ UGB. In particular, certain segments within industrial — such as outdoor recreation manufacturing or craft food and beverage — may be worth consideration for targeted economic development efforts by Ashland to synergize with its evolving economic base. CITY OF ASHLAND MAY 16. 2025 PAGE 61 DRAFT EOA Page 279 of 499 COMMUNITY ECONOMIC DEVELOPMENT PRIORITIES Public Engagement Following an inclusive engagement plan, reviewed by Ashland's Committee for Community Involvement, this project conducted several forms of engagement designed to speak directly with a diverse audience of stakeholders in Ashland and solicit insights into fundamental dynamics underlying the Ashland economy. These activities included interviews, focus groups, forums, a regional business and resident survey, and review of other engagement materials provided by the City of Ashland. This engagement summary reviews the findings identified through these activities. Key Engagement Findings Otitreach Overview & Deiiiographics * Overall, the public survey received 472 responses from residents and businesses owners throughout Jackson County. 174 respondents live in Ashland, 125 work in Ashland, and 79 own or manage a business in Ashland. (Survey) * The majority (67%) of Ashland respondents are over the age of 45, compared to 54% of total respondents. Only 4% of Ashland's respondents were 25 or younger. (Survey) * 88% of respondents speak English only at home, while the remaining 12% speak some combination of English, Spanish, Mandarin and/or Russian. (Survey) * 87% of respondents who identified as Ashland residents are permanent residents, while the rest have temporary housing, move often, or do not have stable housing in Ashland. (Survey) * Of the 146 total businesses surveyed, 97 (66%) of them are small businesses with 4 or less eniployees. Of Ashland's businesses respondents (83), a similar majority (51 respondents, or 61% of Ashland's business respondents) also identified as small businesses (with 4 employees or less). (Survey) * Just over half(52%) of Ashland's businesses represented in the survey have been in operation for over ten years. (Survey) * 45% of Ashland business survey respondents report that their employees work full-time, 41% part-time and 14% seasonally. (Survey) * The most common descriptors of the Ashland businesses surveyed were locally owned (91%), women-owned (48%), and family-owned (47%). (Survey) * Interviews and focus groups included a diverse pool of stakeholders in Ashland, including City Councilors and Planning Commissioners, developers and property owners, major employers, the development CITY OF ASHLAND MAY 16. 2025 PAGE 62 DRAFT EOA Page 280 of 499 community, SOU students, and local business owners and residents. (Interviews) Tourism and Economic Vitality • Tourism is identified by Ashland survey respondents, and by interviewees, as Ashland's greatest economic asset (with an average rank of 4.0 out of 15), along with the Rogue Valley airport (4.4), Recreational Amenities (4.9), and Southern Oregon University (5.7). Tourism was also ranked highly in open-ended survey questions, with residents citing the Oregon Shakespeare Festival (OSF) and outdoor recreation as popular attractions. (Survey, Interviews) • While survey respondents believe in the strength of Ashland's arts and tourism offerings, they hope for less focus to be paid to tourism and instead hope investment goes into lowering cost of living and supporting small businesses for year-round stability. (Survey) • Both survey respondents and interviewed stakeholders believe tourism has a place in Ashland's economic f Lit-Lire, but that more work needs to be done to diversify the tourism industry and create an economy that supports Ashland locals — in terms of livability and wages as well as service offerings. (Survey, Interviews) • Ashland stakeholders are actively working to expand and refine a marketing approach which moves beyond the Oregon Shakespeare Festival to promote the city as a year-round destination that leverages its natural beauty, events, and quality of life. Stakeholders highlighted efforts to brand Ashland as a basecamp for Southern Oregon tourism, and one idea gaining traction is the concept of "Storytown USA," which alms to build on the city's narrative and cultural assets. This effort also includes expanding year-round events, targeting families and younger audiences, and promoting outdoor recreation and other cultural assets. (Interviews) • Post-COVID changes in tourism also includes a shift to younger, outdoors focused visitors and away from traditional cultural institutions like the Oregon Shakespeare Festival. (Interviews) • Wildfire smoke, rising costs, and housing availability continue to pose significant threats to tourism viability and workforce stability. (Interviews) Business Priorities • There was strong consensus that Ashland must diversify its economy beyond tourism by supporting small-scale manufacturing, remote, work, and creative industries. Stakeholders highlighted the need to leverage regional partnerships, underutilized infrastructure like AFN, and redevelopment sites such as Croman Mill to attract a broader mix of employers and improve economic resilience. (Interviews, Survey) CITY OF ASHLAND MAY 16. 2025 PAGE 63 DRAFT EOA Page 281 of 499 • Almost half(49%) of Ashland businesses respondents to the survey have plans to expand to additional locations, while 29% have no expansion plans, and 12% plan to expand their current location. (Survey) • When Ashland business owners were asked in the survey to rank business challenges in order of importance, business owners, oil average, ranked inflation, qualified employees, increased labor cost and unaffordable rents highest. (Survey) • When asked about workforce challenges, Ashland's business owner survey respondents largely cited talent pool offerings (35%), wage expectations (32%) and skills gaps (28%) as primary employment discrepancies. (Survey) • Ashland's survey respondents who are employers mentioned inflation (48%), real estate costs (32%) and labor costs (32%) as economic factors with the most significant impacts on their business. (Survey) • When asked about Ashland's economy of the future, Ashland survey respondents describe support for local businesses and arts (29% of responses), a diversified economy (24%), and a lower cost of living (28%). (Survey) Housing Affordability and Workforce • Ashland's quality of life, is a compelling draw for remote workers, entrepreneurs, and leadership talent; however, high housing costs, elevated development expenses, and a perceived resistance to growth limit the city's ability to attract and retain businesses. (Interviews) • These same housing challenges affect workforce recruitment, prompting many employees to live in neighboring communities, forcing Ashland-based businesses to offer higher wages to offset commuting burdens. (Interviews) • High housing costs, and lack of housing stock in Ashland was identified by stakeholders as a major barrier to attracting and retaining younger residents, SOU graduates, and essential workers, especially in healthcare, education, and service sectors. (Interviews) • Workers state that Ashland is not perceived as accessible to families or moderate-income earners and that this effect is felt across many areas, such as school enrollment and neighborhood services. Similarly, when asked about barriers to equal access for economic opportunity ill Ashland, 42% of survey responses cite cost of living and 21% of responses cite a lack of employers and opportunity. (Interviews, Survey) • When prioritizing investments for economic development, Ashland survey respondents ranked jobs with livable wages and upward mobility as the top priority (receiving all average score of 8.1 out of the CITY OF ASHLAND MAY 16. 2025 PAGE 64 DRAFT EOA Page 282 of 499 possible 11, in which a higher number indicated higher priority), followed by small business support (7.7). (Survey) • Major employers recommended increasing alignment between local institutions and industry to build workforce pipelines and support economic mobility. (Interviews) • Ashland's AFN fiber-optic infrastructure was highlighted as a powerful but underutilized asset to support remote work and entrepreneurship in the tech sector. (Interviews) Community Development and Future Growth • Stakeholders broadly called for greater regional collaboration to leverage Ashland's unique cultural, educational, and natural assets as part of a cohesive Southern Oregon strategy. (Interviews) • Stakeholders emphasized the importance of balancing Ashland's unique identity with the need for innovation and growth. Future development should honor Ashland's identity and support values expressed by the community. (Interviews) • Ashland is widely perceived as a difficult place to develop, largely due to historic barriers such as unreliable permitting, high fees, and restrictive land use policies. While some stakeholders noted recent improvements, the city's historical reputation for regulatory hurdles and community resistance continues to deter investment, especially compared to more flexible neighboring cities. (Interviews) • About half(53%) of Ashland survey respondents believe the local government to be "somewhat supportive" in helping businesses thrive, while 32% believe it is "not supportive" and 15% believe it is "very supportive". (Survey) • Stakeholders envision a more vibrant, accessible, and visually cohesive downtown, but note the need for Infrastructure investment and long-term planning. (Interviews) • When asked if there was a different city Ashland might take lessons from, Ashland survey respondents cited locations across the globe including Boulder, Colorado (5 mentions) and Davis, California (5 mentions). However, over half of responses described other cities in Oregon, with 27 (about 30% of all mentions) listing Bend, Oregon as a city Ashland should work to emulate. (Survey) SOU and Student Feedback • Similar to other groups, students feel affordability in Ashland is a great barrier to their staying and succeeding in the community post- graduation. (Student Forum) • Students value Ashland's walkability and natural beauty, but find entertainment and retail options limited—especially for those without cars or under 21. (Student Forum) CITY OF ASHLAND MAY 16. 2025 PAGE 65 DRAFT EOA Page 283 of 499 • Students desire a greater connection to the city of Ashland (and the region) through improved public transportation, expanded attractions, and inclusive, affordable events and activities that cater to younger, sober, and under-21 audiences. (Student Forum) • The lack of high paying jobs and career development opportunities further discourage SOU students from envisioning careers in Ashland. (Student Forum) STRATEGIC THEMES AND IMPLICATIONS FOR POLICY Strengths, Weaknesses, Opportunities, Threats (SWOT') Analysis This SWOT analysis assesses Ashland's internal strengths and weaknesses, as well as external opportunities and threats. This list has been informed through data analysis completed as part of this EOA and further vetted and augmented through engagement with Ashland's stakeholders and community, and, finally, is supplemented by recent planning work surrounding Ashland economy including the 2022 Ashland Chamber of Commerce's Economic Diversification Study and Ashland's 2023 Housing Production Strategy. Strengths Strengths highlight internal advantages and positive attributes that contribute to Ashland's economic success. • High Quality of Life, — Natural beauty, walkability, safety, and strong cultural Identity attract visitors, remote workers, and established professionals. • Vibrant Arts and Tourisni Brand — The Oregon Shakespeare Festival, Cabaret Theatre, First Friday, and other arts/cultural assets position Ashland as a unique regional destination. • Educated, Engaged Coniinunity —A highly educated resident base with strong civic pride and community involvement. • Strong Institutions — Presence of SOU, high-performing public schools, and community-oriented organizations like Ashland's Chamber and Travel Ashland. • Fiber-Optic Infrastructure (AFN) —Advanced internet infrastructure provides a solid base for remote work and digital entreprene Lirship. • Distinctive Sinall-Town Character—Ashland's historic charm and walkable downtown create a welcoming and vibrant atmosphere for residents, businesses, and visitors. CITY OF ASHLAND MAY 16. 2025 PAGE 66 DRAFT EOA Page 284 of 499 • Strategic Interstate Access - Location along Interstate-5 offers regional connectivity and logistical advantages for businesses, visitors, and talent movement. • Abundant Outdoor Recreation -A well-loved park system, access to Bear Creek, mountain biking and ski trails, and nearby vineyards enhance quality of life and attract tourism and recreation-driven business. • A Niclie Manufacturing Sector - Local firms in medical devices, agricultural products, and green technology provide a foundation for light industry and economic diversification. • Publicly Owned Land Offers Additional Developinent Potential -While not included in the formal buildable lands inventory, city- and SOU-owned properties present valuable opportunities for strategic development, partnerships, and comin unity-serving projects. Weaknesses Weaknesses identifies internal challenges or limitations that hinder Ashland's economic progress. • High Cost of Living and Lirnited Housing Options - Housing affordability limits workforce attraction and retention, student stay rates, and business growth. • Perceived Difficulty in Developnient- Perceptions of regulatory complexity, high fees, and limited available land deter business expansion and investment in Ashland. • Over-Reliance on Tourisni- Seasonal fluctuations and vulnerability to external shocks (e.g., wildfire smoke, pandemics) threaten economic stability. • Weak Talent Retention Pipeline - Disconnect between SOU Ashland's school district, and local employers reduces youth retention and career pathway development. • Fragmented E�conoinic Coordination - Efforts across sectors and institutions are often siloed, making regional and intra-city collaboration harder to sustain. • Liinited Investinent in Infrastructure and Downtown Revitalization -A lack of recent development and public or private reinvestment in the downtown core and key infrastructure assets may weaken Ashland's economic competitiveness and long-term vitality. • Insufficient Childcare Availability-A shortage of affordable, accessible childcare options creates barriers to workforce participation and family retention. • Lack of Diversity in Ashland's Conlinunity -Ashland's high cost of living contribute to limited racial, economic, and age diversity in the CITY OF ASHLAND MAY 16. 2025 PAGE 67 DRAFT EOA Page 285 of 499 city's population. Without housing and Job options for you residents, Ashland risks demographic and economic stagnation. • Cultural Resistance to Growth - Some opposition among locals to new development, including housing and commercial uses, constrains progress and deepens barriers to affordability and economic renewal. • Declining School E�nrollinent- Shrinking student populations are reducing funding and limiting the school district's ability to maintain robust academic and extracurricular offerings. • Limited Availability of Sniall and Mid-Sized Conlinercial Sites -While some demand may be absorbed by surplus Employment (E-1) lands, there is a shortage of centrally located, smaller-scale commercial spaces with strong visibility and foot traffic—particularly for businesses serving the tourism and cultural sectors who might need a space in downtown. • Inactive Ownership of Key Redevelopinent Sites - The Croman Mill and Railroad properties represent Ashland's largest developable land holdings, but disengaged ownership and speculative holding patterns have stalled redevelopment and limited the city's ability to activate these strategic sites. Opportunities Opportunities explore, external factors or trends that could be leveraged for growth or improvement in Ashland's economy. • Redevelop Strategic Sites - Sites at Croman Mill, the Railroad, University District, and Downtown all have unique opportunities to develop in such a way as to add to Ashland's vibrancy. • Expand and Diversify T'ourisin Offerings - Build on Ashland's arts and culture foundation by promoting year-round tourism through events like the Mystery and Comedy Festivals, expanded winter activities, and outdoor recreation experiences such as skiing, biking, and hiking. Strategies for Economic Diversification can also be found in Ashland's Chamber of Commerce's Economic Diversification study (2022). • Leverage Agritourisin and Culinary Assets - The Rogue Valley wine region, farm-to-table culture, and local food production industries offer growth opportunities in culinary tourism, food entrepreneurship, and value-added agriculture. • Diversify Beyond Tourisin - Encourage growth in Ashland's non- tourism sectors including education, healthcare, creative entrepreneurship, and niche manufacturing to build a more resilient local economy. • Grow Creative and Cultural Industries - Support sectors that complement Ashland's identity, including film, digital arts, visual CITY OF ASHLAND MAY 16. 2025 PAGE 68 DRAFT EOA Page 286 of 499 arts, and culinary arts, to attract talent and expand economic opportunities. • Capitalize on Outdoor Recreation E�conoiny- Enhance Ashland's brand as an outdoor destination by investing in assets like Mt. Ashland Ski Area, trail systems, and nature-based events that can draw visitors beyond peak tourist seasons. • Support Expansion in Health and Wellness Sectors -Advance growth in healthcare-adjacent industries, such as senior care, functional medicine, and integrative wellness, in alignment with regional trends and demographics. • Deepen Regional Partnerships - Collaborate with neighbors, including Talent, Phoenix, and Medford, and with regional partners like SOREDI, to align workforce development, transportation, and infrastructure investment. • Engage Younger and Diverse Populations - Expand housing, employment, and civic opportunities for families, students, and younger professionals to foster long-term community vitality. • Elevate Ashland's Brand and Marketing Reach - Leverage Ashland's identity to attract new residents, businesses, and investment through targeted branding and promotion focused oil lifestyle, creativity, and inclusivity. • Attract Remote Workers and Lifestyle Migrants - Position Ashland as a high-quality living destination for professionals and retirees relocating from urban areas, bringing investment, civic engagement, and economic stability. • Coordinate Housing and Einploynient Land Strategies for Mutual Benefit - As the City continues to implement policies from the 2023 Housing Production Strategy, identify opportunities to simultaneously advance goals for commercial and employment land. Strategies such as increased residential allowances in employment zones, adaptive reuse, and tools like land banks or MUPTE can help support both housing production and vibrant, flexible mixed-use areas that contribute to Ashland's economic vitality. • Enhance Connectivity Between Downtown and E-1 Einploynient Areas - Improve pedestrian access, wayfinding, and branding between the downtown core and northern commercial nodes to increase customer flow and visibility for businesses located outside the traditional retail core. • Expand Retail Flexibility Within Eniploynient Zones - Reevaluate retail use caps in select E-1 areas—such as the Oak Street/Clear Creek corridor—to allow for greater integration of customer-facing businesses and support mixed commercial activity near downtown. CITY OF ASHLAND MAY 16. 2025 PAGE 69 DRAFT EOA Page 287 of 499 Threats Threats examine external challenges or risks that could negatively impact Ashland's goals. • Stagnant Population Growth - Persistently low or negative population growth limits workforce availability, school enrollment, and the long-term sustainability of city services and local Institutions. • linpacts froin Climate Change -Wildfire risk, poor air quality, extreme heat, and declining water availability threaten public health, economic activity, outdoor:-oriented quality of life, and Ashland's appeal as a destination. • Regional Conipetition - Neighboring communities offer lower costs of living, lower costs of development, easier permitting, and more industrial space, attracting businesses and talent that Ashland could lose. • Coinpetition from Peer Coininunities - Other small, arts-driven cities like Bend and Santa Fe compete with Ashland for tourists, arts funding, and business investment. • Liinited E�conoinic Resilience - A narrow economic base anchored in tourism and cultural institutions leaves the city vulnerable to external shocks. • SOU Enrollinent Has Not Recovered Post-COVID - Southern Oregon University continues to experience lower student enrollment, reducing its economic and cultural contributions to the local community. • Rising Housing Costs from In-Migration - All influx in high- income residents from out-of-state can further inflate housing prices and risk displacing local families. Strategic Themes 1. Strengthen Economic Resilience Through Diversification Ashland's economy is heavily reliant on tourism and service sectors, leaving it vulnerable to seasonal fluctuations, wildfires, cost of living challenges, and broader economic disruptions. There is interest expanding Ashland's tourism economy to attract more visitors at different times of the year, as well as to expand the sectors which are most active in Ashland. This could Include light manufacturing, tech, food production, wellness, and specialty industries — particularly those aligned with Ashland's lifestyle values and small-town Character. CITY OF ASHLAND MAY 16. 2025 PAGE 70 DRAFT EOA Page 288 of 499 2. Foster an Inclusive, Forward-Looking Community Ashland's strong sense of place and cultural identity are major assets, but there is a tension between preserving what exists and adapting to future needs. Residents recognize the need to welcome new residents, businesses, and ideas to avoid economic and social stagnation. Embracing thoughtful growth—especially that which supports families, younger residents, and diverse voices is seen as essential to keeping Ashland vibrant and relevant for future generations. 3. Unlock the Potential of Local Talent and Institutions There is untapped opportunity to better connect local educational institutions particularly SOU and Ashland High School—to economic development goals. Strategies could include efforts to build career pipelines, host internships, develop networking programs, and support entrepreneurship, especially in partnership with regional organizations. 4. Make Space for Business Growth Ashland's built environment and development patterns could act as barriers to expansion. It is important to have flexible, ready-to-develop commercial and industrial space, as well as reasonable permitting costs and consistent regulations, to support economic growth. Sites such as the Croman Mill and the railroad properties are of strategic priority. 5. Build Regional Partnerships to Scale Impact Ashland's economic future is closely tied to the broader Southern Oregon region, and stakeholders highlighted the need for deeper collaboration with neighboring cities, SOREDI, the BDC, and workforce partners. Stronger alignment is needed on land use planning, workforce development, business support, and infrastructure inve stm ent—partic Lila rly to access larger labor pools, grow entrepreneurship, and compete for state and federal funding. 6. Activate Ashland's Lifestyle Advantage Ashland's greatest strengths its natural beauty, safety, walkability, cultural amenities, and robust fiber infrastructure—are clear economic assets that position the city to attract remote workers, lifestyle-driven entrepreneurs, and talent seeking high quality of life. By strategically leveraging these assets, Ashland can better align its economic development efforts to attract the types of businesses, visitors, residents, and workers that reflect its long-term vision and values. CITY OF ASHLAND MAY 16. 2025 PAGE 71 DRAFT EOA Page 289 of 499 Ashland Economic Opportunity Analysis Outreach Summary DRAFT Prepared by CAI May 20, 2025 OVERVIEW Purpose This outreach summary presents the engagement activities and findings that informed Ashland's 2025 update to the Economic Opportunities Analysis (EOA). In collaboration with the City, the project team prioritized inclusive outreach to ensure participation from individuals and businesses across a diverse geographic range within Ashland. Engagement efforts were designed to capture the perspectives of Ashland's residents, business community, government officials, partners, and a broad range of local leaders, following the guidelines set forth in the project's Inclusive Outreach Plan. Engagement activities used a mix of in-person, virtual, and hybrid approaches. These included a public survey, distributed regionally, interviews and focus groups with Ashland stakeholders, an open forum with students at Southern Oregon University, and presentations to the Planning Commission and City Council. Organization of this Report The remainder of this report is organized as follows: • The Key Findings section summarizes the main thenies and insights gathered across all engagement activities. • The Findings by E�ngageinent Type section describes each engagement activity and highlights the key takeaways from each. • Appendix A provides the full list of survey questions and charts summarizing responses. KEY FINDINGS Outreach Overview & Demographics • Overall, the public survey received 472 responses from residents and businesses owners throughout Jackson County. 174 respondents live in Ashland, 125 work in Ashland, and 79 own or manage a business in Ashland (Exhibit 1) (Exhibit 2) (Exhibit 3). (Survey) Ashland EOA May 20, 2025 Page 1 DRAFT Outreach Summary Page 290 of 499 * The majority (67%) of Ashland respondents are over the age of 45, compared to 54% of total respondents. Only 4% of Ashland's respondents were 25 or younger (Exhibit 9). (Survey) * 88% of respondents speak English only at home, while the remaining 12% speak some combination of English, Spanish, Mandarin and/or Russian (Exhibit 8). (Survey) * 87% of respondents who identified as Ashland residents are permanent residents, while the rest have temporary housing, move often, or do not have stable housing in Ashland (Exhibit 4). (Survey) * Of the 146 total businesses sLirveyed, 97 (66%) of them are small businesses with 4 or less employees. Of Ashland's businesses respondents (83), a similar majority (51 respondents, or 61% of Ashland's bLisiness respondents) also identified as small businesses (with 4 employees or less). (Survey) * Just over half(52%) of Ashland's bLisinesses represented in the survey have been in operation for over ten years. (Survey) * 45% of Ashland business survey respondents report that their employees work full-time, 41% part-time and 14% seasonally (Exhibit 16). (Survey) * The most common descriptors of the Ashland bLisinesses surveyed were locally owned (91%), women-owned (48%), and family-owned (47%) (Exhibit 17). (Survey) * Interviews and focus groups included a diverse pool of stakeholders in Ashland, including City Councilors and Planning Commissioners, developers and property owners, major employers, the development community, SO'U students, and local business owners and residents. (Interviews) Tourism and Economic: Vitality • Tourism is identified by Ashland survey respondents, and by interviewees, as Ashland's greatest economic asset (with an average rank of 4.0 out of 15), along with the Rogue Valley airport (4.4), Recreational Amenities (4.9), and Southern Oregon University (5.7) (Exhibit 24). Tourism was also ranked highly in open-ended survey questions, with residents citing the Oregon Shakespeare Festival (OSF) and outdoor recreation as popular attractions. (Survey, Interviews) • While survey respondents believe in the strength of Ashland's arts and toLirism offerings, they hope for less focus to be paid to tourism and instead hope investment goes into lowering cost of living and supporting small businesses for year-round stability (Exhibit 28). (Survey) • Both sLirvey respondents and interviewed stakeholders believe to Lirism has a place in Ashland's economic f Lit-Lire, but that more work needs to be done to diversify the tourism industry and create an Ashland EOA May 20, 2025 Page 2 DRAFT Outreach Summary Page 291 of 499 economy that supports Ashland locals — in terms of livability and wages as well as service offerings. (Survey, Interviews) • Ashland stakeholders are actively working to expand and refine a marketing approach which moves beyond the Oregon Shakespeare Festival to promote the city as a year-round destination that leverages its natural beauty, events, and quality of life. Stakeholders highlighted efforts to brand Ashland as a basecamp for Southern Oregon tourism, and one idea gaining traction is the concept of "Storytown USA," which alms to build on the city's narrative and cultural assets. This effort also includes expanding year-round events, targeting families and younger audiences, and promoting outdoor recreation and other cultural assets. (Interviews) • Post-CO IDSchanges in tourism also includes a shift to younger, outdoors focused visitors and away from traditional cultural institutions like the Oregon Shakespeare Festival. (Interviews) • Wildfire smoke, rising costs, and housing availability continue to pose significant threats to tourism viability and workforce stability. (Interviews) Business Priorities • There was strong consensus that Ashland must diversify its economy beyond tourism by supporting small-scale manufacturing, remote, work, and creative industries. Stakeholders highlighted the need to leverage regional partnerships, underutilized infrastructure like AFN, and redevelopment sites such as Croman Mill to attract a broader mix of employers and improve economic resilience. (Interviews, Survey) • Almost half(49%) of Ashland businesses respondents to the survey have plans to expand to additional locations, while 29% have no expansion plans, and 12% plan to expand their current location (Exliibit 18). (Survey) • When Ashland business owners were asked in the survey to rank business challenges in order of importance, business owners, on average, ranked inflation, qualified employees, increased labor cost and unaffordable rents highest (Exliibit 19). (Survey) • When asked about workforce challenges, Ashland's business owner survey respondents largely cited talent pool offerings (35%), wage expectations (32%) and skills gaps (28%) as primary employment discrepancies (Exhibit 20). (Survey) • Ashland's survey respondents who are employers mentioned inflation (48%), real estate costs (32%) and labor costs (32%) as economic factors with the most significant impacts on their business (Exhibit 21). (Survey) • When asked about Ashland's economy of the future, Ashland survey respondents describe support for local businesses and arts (29% of Ashland EOA May 20, 2025 Page 3 DRAFT Outreach Summary Page 292 of 499 responses), a diversified economy (24%), and a lower cost of living (28%) (Exhibit 29). (Survey) Housing Affordability and Workforce • Ashland's quality of life, is a compelling draw for remote workers, entrepreneurs, and leadership talent; however, high housing costs, elevated development expenses, and a perceived resistance to growth limit the city's ability to attract and retain businesses. (Interviews) • These same housing challenges affect workforce recruitment, prompting many employees to live in neighboring communities, forcing Ashland-based businesses to offer higher wages to offset commuting burdens. (Interviews) • High housing costs, and lack of housing stock in Ashland was identified by stakeholders as a major barrier to attracting and retaining younger residents, SOU graduates, and essential workers, especially in healthcare, education, and service sectors. (Interviews) • Workers state that Ashland is not perceived as accessible to families or moderate-income earners and that this effect is felt across many areas, such as school enrollment and neighborhood services. Similarly, when asked about barriers to equal access for economic opportunity ill Ashland, 42% of survey responses cite cost of living and 21% of responses cite a lack of employers and opportunity (Exhibit 26). (Interviews, Survey) • When prioritizing investments for economic development, Ashland survey respondents ranked jobs with livable wages and upward mobility as the top priority (receiving all average score of 8.1 out of the possible 11, in which a higher number indicated higher priority), followed by small business support (7.7) (Exhibit 27). (Survey) • Major employers recommended increasing alignment between local institutions and industry to build workforce pipelines and support economic mobility. (Interviews) • Ashland's AFN fiber-optic infrastructure was highlighted as a powerful but underutilized asset to support remote work and entrepreneurship in the tech sector. (Interviews) Community Development and Future Growth • Stakeholders broadly called for greater regional collaboration to leverage Ashland's unique cultural, educational, and natural assets as part of a cohesive Southern Oregon strategy. (Interviews) • Stakeholders emphasized the importance of balancing Ashland's unique identity with the need for innovation and growth. Future development should honor Ashland's identity and support values expressed by the community. (Interviews) • Ashland is widely perceived as a difficult place to develop, largely due to historic barriers such as unreliable permitting, high fees, and Ashland EOA May 20, 2025 Page 4 DRAFT Outreach Summary Page 293 of 499 restrictive land use policies. While some stakeholders noted recent improvements, the city's historical reputation for regulatory hurdles and community resistance continues to deter investment, especially compared to more flexible neighboring cities. (Interviews) • About half('53%) of Ashland survey respondents believe the local government to be "somewhat supportive" in helping businesses thrive, while 32% believe it is "not supportive" and 15% believe it is "very supportive" (Exhibit 25). (Survey) • Stakeholders envision a more vibrant, accessible, and visually cohesive downtown, but note the need for infrastructure investment and long-term planning. (Interviews) • When asked if there was a different city Ashland might take lessons from, Ashland survey respondents cited locations across the globe including Boulder, Colorado (5 mentions) and Davis, California (5 mentions). However, over half of responses described other cities in Oregon, with 27 (about 30% of all mentions) listing Bend, Oregon as a city Ashland should work to emulate (Exhibit 31). (Survey) SOU and Student Feedback • Similar to other groups, students feel affordability in Ashland is a great barrier to their staying and succeeding in the community post- graduation. (Student Forum) • Students value Ashland's walkability and natural beauty, but find entertainment and retail options limited—especially for those without cars or under 21. (Student Forum) • Students desire a greater connection to the city of Ashland (and the region) through improved public transportation, expanded attractions, and inclusive, affordable events and activities that cater to younger, sober, and under-21 audiences. (Student Forum) • The lack of high paying jobs and career development opportunities further discourage SOU students from envisioning careers in Ashland. (Student Forum) FINDINGS By ENGAGEMENT TYPE Business and Resident Survey A public survey of businesses and residents was conducted to gather community's perspectives on Ashland's economic strengths, challenges, opportunities for growth as well as strategies to support a high quality of life for residents in Ashland. The survey, distributed regionally, also aimed to collect feedback on Ashland's economic role within the Rogue Valley and provides context which helps to shape a vision for the City's economic future. CAI, in collaboration with the City of Medford and the City of Ashland, designed the survey and finally published it online on January 81h, 2025. The Ashland EOA May 20, 2025 Page 5 DRAFT Outreach Summary Page 294 of 499 survey was offered in English and Spanish. The survey was accessible online, via QR code, and was mailed and emalled to existing distribution lists from the city communication department. The survey was closed March 51h, 2025. Appendix A includes the full list of survey questions and analysis of the responses to those questions. ]Respondent Demographic Information Overall, the public survey received 472 responses from residents and business owners throughout Jackson County. 174 respondents live ill Ashland, 125 work in Ashland, and 79 own or manage a business in Ashland. The following are additional characteristics of survey respondents: * Of the 174 respondents who live in Ashland, 56% (98) work in Ashland. Of the 125 workers in Ashland, 78% (98) also live ill Ashland. (Exhibit 1) (Exhibit 3) * Of the 125 respondents who work in Ashland, 14 live in Medford and another 14 live in other areas in the Rogue Valley. (Exhibit 2) * 87% of respondents who identified as Ashland residents are permanent residents, while the rest have temporary housing, move often, or do not have stable housing in Ashland. (Exhibit 4) * Respondents who work in Ashland report mostly working full-time (67%), while 20% work part-time and 8% are retired. (Exhibit 5) * 54% of Ashland respondents are female, compared to 41% reporting male and 4% as non-binary or other. (Exhibit 6) * 88% of respondents speak English only at home, while the remaining 12% speak some combination of English, Spanish, Mandarin and/or Russian. (Exhibit 8) * The majlority (67%) of Ashland respondents are over the age of 45, compared to 54% of total respondents. Only 4% of Ashland's respondents were 25 or younger. (Exhibit 9) * 63% of respondents reported a household income over $75,000, similar to the survey average of 64%. 6% of Ashland respondents reported making all income of$25,000 or less annually. (Exhibit 10) Ashland's Business Respondents A total of 146 survey respondents identified as all owner or manager of a business. 79 of these businesses were located within Ashland. • Within the Ashland business community, 16% of businesses were in Retail Goods, 13% Professional Services, Arts and Food Services both 11%, and 10% in Lodging. (Exhibit 13) • Just over half(53%) of Ashland business respondents have been operational for over ten years. (Exhibit 14) Ashland EOA May 20, 2025 Page 6 DRAFT Outreach Summary Page 295 of 499 • A majority of Ashland's business respondents (61%) operate with 4 employees or less). (Exhibit 15) • 45% of Ashland business eniployees work full-time, 41% part-time and 14% seasonally. (Exhibit 16) • The most common descriptors of the Ashland businesses surveyed were locally owned (91%), women-owned (48%), and family-owned (47%). (Exhibit 17) • Almost half(49%) of Ashland businesses have plans to expand to additional locations, while 29% have no expansion plans, and 12% plan to expand their current location. (Exhibit 18) • When Ashland business owners were asked to rank business challenges in order of importance, business owners, on average, ranked inflation, qualified employees, increased labor cost and unaffordable rents highest. (Exhibit 19) • When asked about workforce challenges, Ashland business owners largely cited talent pool offerings (35%), wage expectations (32%) and skills gaps (28%) as primary employment discrepancies. (Exhibit 20) • Ashland employers mentioned inflation (48%), real estate costs (32%) and labor costs (32%) as economic factors with the most significant impacts on their business. (Exhibit 21) • When asked about other business challenges that may not have been covered by survey questions, Ashland business owners had a wide range of open-ended responses, with no issue mentioned by a majority of respondents. 21% of comments were regarding regulations, 16% included ideas for attractions and 14% expressed further need for small business support. (Exhibit 22) Current Perceptions of Ashland Survey respondents were asked multiple questions on the econonlic advantages, strengths and weaknesses currently affecting Ashland business and economic development. • Ashland respondents saw Workforce Availability and Skill as some of Ashland's best economic advantages. (Exhibit 23) • Tourism is identified by Ashland respondents as Ashland's greatest economic asset (with an average rank of 4.0 out of 15), along with the Rogue Valley airport (4.4), Recreational Amenities (4.9), and Southern Oregon University (5.7). (Exhibit 24) • About half(53%) of Ashland respondents believe the local government to be "somewhat supportive" in helping businesses thrive, while 32% believe it is "not supportive" and 15% believe it is "very supportive" (Exliibit 25) • When asked about barriers to equal access for economic opportunity in Ashland, 42% of responses cite cost of living and 21% of responses cite a lack of employers and opportunity. (Exhibit 26) Ashland EOA May 20, 2025 Page 7 DRAFT Outreach Summary Page 296 of 499 Visioning and Opportunities Survey respondents were asked multiple questions regarding their vision for Ashland's future and opportunities present for improvement. • When prioritizing investments for economic development, Ashland respondents ranked jobs with livable wages and upward inability as the top priority (receiving an average score of 8.1 out of the possible 11, in which a higher number indicated higher priority), followed by small business support (7.7). (Exhibit 27) • While respondents indicated they believe tourism currently to be an asset to the local economy, when asked an open ended question about changes and improvements in the business environment, 29% of responses describe a decreased focus on tourism. A further 25% discuss cost of living improvements. (Exhibit 28) • When asked about Ashland's economy of the future, Ashland respondents describe support for local businesses and arts (29% of responses), a diversified economy (24%), and a lower cost of living (28%). (Exhibit 29) • Similarly, many Ashland residents presented big ideas involving creating attractions and improving the local quality of life,. (Exhibit 30) • When asked if there was a different city Ashland might take lessons from, respondents cited locations across the globe. However, over half of responses described other cities in Oregon, with 27 mentioning Bend, Oregon as a strong model. (Exhibit 31) • When asked if there was a different city Ashland might take lessons from, respondents cited locations across the globe including Boulder, Colorado (5 mentions) and Davis, California (5 mentions). However, over half of responses described other cities in Oregon, with 27 (about 30% of all mentions) listing Bend, Oregon as a city Ashland should work to emulate. (Exhibit 31) Interviews and Focus Groups This projlect engaged with many of Ashland's stakeholders through interviews and focus groups, gathering feedback about Ashland's economic strengths and challenges as well as asking about a vision of Ashland's economic future. Stakeholders represented the following maj.ior interest groups: • Institutional Tourism • City Leadership • Business And Industry • City Council • Local Institutions • Commercial Development Ashland EOA May 20, 2025 Page 8 DRAFT Outreach Summary Page 297 of 499 Notably, this effort included reaching out to several healthcare/social service businesses for engagement, but we did not receive any feedback. The summary below reflects key themes exploring the future of Ashland's economic development. Economic Identity and Diversity • Stakeholders noted that post-COVID changes in tourisin include a shift to younger, outdoors focused visitors and away from traditional cultural institutions like the Oregon Shakespeare Festival. This shift has highlighted the city's reliance on tourism and brought concerns from stakeholders on economic vulnerability due to the current reliance on tourism revolving around O SF. • Both city employees and local econonlic leaders agree on the need for more econoinic diversity to support Ashland's long-terns growth and an econoiny which flourishes through all four seasons of the year. While tourism supports many local businesses, it also brings challenges like low wages, housing pressure, and economic vulnerability to seasonal trends and climate events. All stakeholders describe various opportunities and strategies to diversify Ashland's economy. • Experts in tourisni focus on how to diversify the tourism industry in Ashland beyond the Oregon Shakespeare Festival to attract visitors with Ashland's other assets, including ski trails, mountain biking and other recreational assets, and other events such as the Mystery Festival or a Comedy Festival. • Experts in Coininercial Developinent and Industry emphasize the need to diversify the econoiny t1irough local entrepreneursbip and existing niche industries. Participants pointed to specialty manufacturers and creative firms as growth areas that could help balance the economy. Some expressed concern that the city's identity and policy choices overly favor tourism at the expense of broader economic development. Other stakeholders explore diversification through investing in new industries for the city, including light manufacturing, green technology, and professional services. Still others suggest strategic targeting industries already growing in Ashland, such as healthcare, food processing, high end restaurants and retail services. • Multiple interviewees expressed how important it is for the, city to align econornic development in Ashland with their established values and identity, primarily around sustainability and environnientally friendly growth. Tourism in Ashland • Tourism remains the backbone of Ashland's econoiny, but stakeholders are actively working to broaden its appeal and stabilize it year-round. Tourism stakeholders acknowledged that Ashland's economy is fundamentally dependent on tourism to sustain its density of restaurants, retail, and cultural venues. Most stakeholders are pursuing efforts to extend Ashland EOA May 20, 2025 Page 9 DRAFT Outreach Summary Page 298 of 499 the visitor season through winter events, festivals, and new branding strategies that diversify tourism beyond OSF. Developing Ashland as a "basecamp" for Southern Oregon and targeting drive markets like Portland and Seattle are seen as key tactics for long-term sustainability. • Collaboration across tourisni and business sectors is fragmented, and stronger coordination is needed to align efforts and scale inipact. While many groups and individuals are leading successful Initiatives (Ashland Chamber of Commerce, Epic Ashland, Travel Ashland, being a few mentioned), participants noted that these efforts often happen in silos, missing opportunities for synergy. Participants called for shared infrastructure, communication, and cross-promotion to elevate Ashland's collective impact. Branding efforts like "Storytown USA:' and event coordination may show promise, but require more leadership and investment to reach scale. • Ashland is inaking progress in attracting fanlilies and younger visitors, but infrastructure and perception challenges persist. Stakeholders highlighted emerging family-friendly assets like beginner trails, ice cream shops, and events, but noted that more is needed to compete with peer destinations. Accessibility, parking, and wayfinding were cited as barriers for some visitors, especially older or disabled guests. • Wildfire snioke, rising costs, and housing availability continue to pose significant threats to tourisin viability and workforce stability. Although local fire conditions have improved recently, the unpredictability of regional smoke has shifted peak seasons and added financial risk. Employers are seeing increased interest from Job seekers, but housing shortages and high costs remain major barriers to staffing, especially for seasonal or temporary workers. Participants expressed interest in promoting Ashland as a "fire-wise" destination and implementing resilience strategies to address long-term risks. • Stakeholders envision a more vibrant, accessible, and visually cohesive downtown, but note the need for infrastructure investnient and long-tern planning. Participants called for improvements to streetscape, signage, lighting, and wayfinding—especially at gateways and downtown entry points. Existing issues like poor sidewalk ramps, outdated fixtures, and visual clutter were described as detracting from the visitor experience. There was shared interest in a clear 20-year plan to guide downtown revitalization and align with broader community growth goals. Housing Affordability and Workforce Challenges • High housing costs were identified by stakeholders as a niajor barrier to attracting and retaining essential workers, especially in healthcare, education, and service sectors. Most workers employed by Ashland-based firms commute from surrounding cities, which increases wage pressure and limits talent attraction. Some viewed housing as a regional issue, suggesting that improving public transit and commuter systems to more affordable towns and cities around Ashland could reduce strain on Ashland's housing stock. Ashland EOA May 20, 2025 Page 10 DRAFT Outreach Summary Page 299 of 499 • High housing costs significantly iinpact SOU student retention in Ashland after graduation; despite interest in staying, inany students are priced out of the local housing market. This limits the city's ability to retain young, educated talent, undermines workforce development, and contributes to the growing disconnect between the student population and long-term community integration. • Stakeholders enipliasized the urgent need for accessible, coininunity- based housing for young fainilies and workers. Commuting into Ashland was seen as a significant detriment for business owners looking to hire entry level or lower paying positions. One example of this is the local hospitals, with interviewees sharing that even though the hospital system offers competitive wages, they have difficulty filling non-clinical roles that are vital for their operations. • Stakeholders differ on ideas to improve housing affordability. Some believe that the Urban Growth Boundary and the state's land use laws pose a barrier, while others advocate for increased building incentives and more applicable local policy. Still others suggest that Ashland embrace a more regional approach to housing which relies on nearby communities like Talent and Phoenix to continue to provide affordable housing. • Ashland's high quality of life and natural beauty lielp attract leadership talent, but workforce recruitinent is limited by housing costs and regional labor dynaniies. Manufacturing employers reported that most of their workers live in Medford, White City, or other nearby areas due to affordability. While Ashland appeals to executives and transplants seeking lifestyle benefits, recruiting younger or entry-level workers is more difficult. Cost of living and a lack of suitable housing for working-age residents and families were frequently cited as barriers to worker retention as well. • Einployers recoinniended increasing aligninent between local institutions and industry to build workforce pipelines and support econoinic niobility. Participants noted a disconnect between SOU, Ashland High School, and the region's employers, with few internships, job fairs, or training partnerships. There was interest in collaborating with education partners to support career exploration and skill-building at the local level. On- the-job training and entry-level pathways were seen as viable if institutional partnerships could be strengthened. Infrastructure, Land Use, and Development • Ashland's limited inanufacturing base and constrained space hinder industry growth, prompting many conipanies to expand in other regional cities. White City and Medford were repeatedly cited as more viable locations for industrial or business expansion due to cheaper land, less regulation, and a larger labor pool. Businesses saw Ashland as an excellent headquarters for culture and leadership, but not as the primary site for production or scaling. The lack of large, ready-to-develop sites, and the cost of Ashland EOA May 20, 2025 Page 11 DRAFT Outreach Summary Page 300 of 499 retrofitting older buildings, were barriers to growing Ashland's industrial footprint. • Ashland is often viewed as difficult to build and do business in, due to restrictive state land-use laws and a coinplex perinitting process. Stakeholders criticized these regulatory hurdles as discouraging both industrial and commercial investment. Others noted that this process has improved in recent years, but historical perception bears a heavy influence. • Suggested opportunities for redevelopinent include unused areas like the Cronian Mill site and the railroad district, which could be turned into light industrial zones, business incubators, or mixed-use developments. Stakeholders highlighted Croman Mill as a major opportunity for new housing, employment, or campus-style development, but cited infrastructure and cleanup hurdles like the area's special planning requirements and remaining environmental remediation needs. Participants suggested reviewing zoning and flexibility tools and tapping state/federal programs to make these sites development-ready. • Ashland's AFN fiber-optic infrastructure was highlighted as a powerful but underutilized asset to support reinote work and entrepreneurship in the tech sector. • Stakeholders believe that current developinent incentives froin Ashland and Oregon, inay be underutilized or mismatched relative to local demand. For example, there are many incentives to build mixed-use developments, but they do not offset the cost of building enough to lower the cost of rent. Mixed- use development is considered desirable but financially infeasible under current market conditions and incentive structures. Participants said that construction and operational costs for mixed-use buildings remain too high relative to local demand for space, while incentives such as abatements or zone overlays were viewed as insufficient to close the cost gap or offset risk. Seismic retrofits, elevator requirements, and lack of density demand were noted as additional constraints. • Participants emphasized the need to support and retain existing small businesses, especially those seeking to iinprove or adapt properties. Stakeholders said that even modest upgrades can trigger expensive code compliance issues, which disproportionately impact small business owners. Supporting reinvestment in older buildings and providing technical assistance or fee relief were suggested approaches. Community Health • For inultiple stakeholders, mental health and emotional well-being einerged as foundational concerns across sectors. SOU data showing mental health as the top reason students drop out, rather than academic performance. Business leaders noted similar challenges in workforce retention at regional employers. • Stakeholders called for investments in corninunity wellness infrastructure and policies that support emotional resilience. There is Ashland EOA May 20, 2025 Page 12 DRAFT Outreach Summary Page 301 of 499 a strong emphasis on the idea that economic development must include social and emotional health as part of a comprehensive strategy. Regionalism and Community Collaboration • There is strong support ainong stakeholders for increased collaboration across cities, sectors, and institutions to proinote shared regional econoinic goals. Stakeholders emphasized partnerships with organizations like SOREDI and nearby communities as essential to Ashland's future economic resilience. SOU's President's Employers Roundtable was cited as an effective model for aligning educational outcomes with workforce needs and long-term planning efforts. • Stakeholders broadly called for sustained regional dialogue and coordination to better leverage Ashland's unique cultural, educational, and natural assets as part of a cohesive Southern Oregon strategy. Local institutions are actively engaged in fostering cross-sector cooperation, such as the Chamber of Commerce's ongoing partnerships with SOU, the City of Ashland, and local development groups. • When it coines to supporting business, several participants expressed a need for stronger business-to-business networking and inentorsbip to support local entrepreneurship and industry growth. Stakeholders shared that they were often unaware of other businesses operating in Ashland and saw value in creating sector-specific meetups or forums. Support organizations like SOREDI and the Chamber were appreciated, but businesses called for deeper peer-to-peer connections and practical resources. Mentorship opportunities for new or scaling businesses were highlighted as a key gap. Community Character and Change • Stakeholders enipliasized the importance of balancing Ashland's unique identity with the need for innovation and growth. While there was recognition of the city's strong cultural, environmental, and aesthetic character, there was also agreement that thoughtful, value-aligned development is essential for long-term sustainability. Developers and land owners believe that form-based development standards and community development fees may add to Ashland's character and desirability, but also wonder if it adds costs to projects — costs they wouldn't face in nearby areas. • Stakeholders encouraged a "yes, and" approach, which focused on supporting growth that coinplenients rather than coinproinises Ashland's distinct character. The proposed university district, integrating senior living, student housing, retail, and public amenities, was cited as a model for multi-pLirpose development that serves diverse community needs. • There was a unified call for sniart, intentional growth guided by shared coinniunity values and a long-terin vision, ensuring that Ashland evolves without losing what inakes it special. Participants took pride in Ashland's distinct identity and expressed a desire to see future Ashland EOA May 20, 2025 Page 13 DRAFT Outreach Summary Page 302 of 499 development enhance—rather than erode—the city's sense of place, character, and connection to the natural environment. Southern Oregon University Student Forum This pop-up event, hosted at the SOU Student Union, included a discussion with 12 Students from SOU. The diverse group of participants included 5 freshman, I sophomore, 4 Juniors and 2 seniors. The students represented majors in Sustainability, Economics, Music, Political Science, Communications, Chemistry, Education, Sociology, Business, and Computer Science. The discussion explored challenges and opportunities that students experience living, studying and working in Ashland as well as a vision for the future of Ashland's economy. Opportunities • Students appreciate Ashland's natural beauty, small-town charm, and easy access to hiking and outdoor recreation. • Many students chose SOU specifically because of the walkable environment and scenic setting. • SO'U has strong community ties; faculty help connect students to internships and local Job opportunities. Professors were praised for helping connect students with opportunities, however, these connections were often limited to university-related networks. • Students value the arts and culture scene, though some find it intimidating or inaccessible. • Interest in youth-friendly activities, such as go-karts, non-alcoholic events, and expanded public gatherings. Students pointed out a lack of indoor, non- alcohol-centric venues and wanted more variety in affordable entertainment options. Existing programs like Open Malec or First Friday were appreciated, but not widely known or accessible. Students called for better promotion and earlier timing of events to increase, participation. Challenges • The students perceive that Ashland's local economy is geared more toward retirees and tourists than young professionals, making it difficult for students to envision their life after graduation in Ashland. The cost of living and constrained job market pushed students to look elsewhere for their next steps • Several students described Ashland as unaffordable, particularly when starting out in their careers. Others noted a lack of entry-level or industry- aligned job opportunities outside the university. • Students noted that there are few job opportunities in economics, STEM fields, and limited networking or career development events. The perception that SOU and Ashland are heavily arts-focused is accompanied by limited pathways in other fields like physics, economics, or agriculture. Opportunities Ashland EOA May 20, 2025 Page 14 DRAFT Outreach Summary Page 303 of 499 in food systems, especially processing infrastructure, were described as underdeveloped despite a strong local agricultural base. • There was a perceived disconnect between SOU and the broader Ashland community; students often identify more with the university than the town. This lack of broader community integration reduces students' interest in staying after graduation. • This disconnect was partially due to a lack of activities for their age demographic, particularly for those under 21. Students without cars also often felt isolated on campus, as the local public transportation is insufficient for reaching Medford or grocery stores in the surrounding region (while the Route 10 bus was praised, many said it wasn't a viable substitute for accessing Medford regularly). Limited shopping hours, entertainment options geared toward older adults, and a lack of youth-oriented venues were also seen as barriers to fully enjoying the city. • Some students, with expertise in agriculture, voiced concerns about long-term sustainability of local farming and the lack of mid-chain processing facilities ill Ashland. City Council and Planning Commission Ashland's Planning Commission reviewed the Inclusive Engagement Plan which directed the engagement conducted in support of the Economic Opportunity Analysis. This is the engagement described in this engagement summary. Preliminary findings, including analysis of the Buildable Lands Inventory (BLI), economic forecasts, and emerging community priorities, were presented to the Planning Commission and the City Council of Ashland in person on April 22, 2025 at a Joint Session. Discussion at the session included feedback oil the direction of the projlect, and discussion oil strategic elements including concerns about limited available land controlled by a few major owners, and the untapped potential in redevelopment, city-owned parcels, and underutilized properties. Demographic shifts, including ail aging population and fewer families, also raised important workforce and housing challenges that are of interest to both parties Upcoming presentations will present the draft complete Economic Opportunity Analysis Report. These include a virtual presentation to the Planning Commission on 5/27/25 and an in-person presentation to City Council on June 3rd. Ashland BOA May 20, 2025 Page 15 DRAFT Outreach Summary Page 304 of 499 AeacnDix .a. SURVEY RESULTS About the Respondent E.nlen t. wriere ae you live? (Survey Total, all ve:oeneenl:) 400 350 300 250 200 50 00 50 Exhibit 2 Where ae you work? (Survey ielel. All Respondents) Exhibit 3. Ashland Resident Working Location vs Ashland Worker Living Location, 2025 (Ashland Residents and Ashland Workers) 200 Re,,,,dfleii 4 180 W4��a['JIIIig ocic'flliicr� 1"7A 160 140 126' 120 I(C 80 60 40 20 0 Exhibit 4. What is your living situation? (Ashland) Residents Only) Ashland EOA May 20, 2025 Page 17 DRAFT Outreach Summary Page 306 of 499 rni,,mc�ii it �C�Irt MENEEM 87% 3,% 2 c7o 2% 0'11�11"111 61,,.% 8(I'.Y,,";G", 4 CXYJ�11, Exhibit S.Whait is your work situation? (Ashland Workers Only) 2 C VX,, UNISON Y UNIONS Vr '201-1, 2KYYI 01'1�11.1 81,J PAer0inw, ]Respondent Demographics Exhibit 6. What is your gender? (Survey T'otail, Ashland Respondents) Ashland EOA May 20, 2025 Page 18 DRAFT Outreach Summary Page 307 of 499 I r it 9VUV➢VVUI�V�IV�IV�IVrVrVrVrVrVrVrV�NrVrVrVrVrV�UUUUIOIUIUIf � flhii�;4ir, �'� 0l^fit U, �' ' i r P,Y A,0flcind R ,p m,b, r(ts Afl , -, i�: Exhibit 7.What is your r•aic+e / ethnicity"? (Survey Total, Ashland Respondents) ICK V U I'NI VMWW P J G M C�d"41 N ii W II"G. uo kilo Pl l*�.,G tM a a r d C 4F If p I�,( p 8lac I .y7 g {Y Lc II 1 II l iI ic, Multiple ffiit�%qxy )NI 11 Afl k Ashland FOA May `0, `025 page 19 DRAFT Outreach Summary Page 308 of 499 Exhibit 8. What language(s) is / are spoken at your home? (Survey Total) E n g I si hi a ri,,J flhl x" Other, 1,0111"', Mandarin, 1, 0 Spanish,2�, 0,7o Other languages spoken at home included Spanish, Mandarin and Russian. Exhibit 9. What is your agie? (Survey Total, Ashland Respondents) Ashfand Respoindents, 168 AH Respoindents: 458 900. 0`10 U nder 18, Under 18 070 Exhibit 10. What is your household income? (Survey Total, Ashland Respondents) Ashland EOA May 20, 2025 Page 20 DRAFT Outreach Summary Page 309 of 499 I�.,)r;�fib, �ullUUl lly',IIpIIIIIIIIIUIIIIII puuugy',�1 III141111111111 UmulUVuuumpmllmiuii muluUouipluo��it I1 ul luU uiu�� Uq I Q �� U ( V �I��I Illlllllllll��lllll�l 1,1111V�I�IIIII�IIII�°v�l�^�I quluiquuuiiii uiauutt�uui»1l>7uuulq I f rs `f:!:, 9l r;r, fi'iG ,'er o r( °X, V m W°W I Ilu� M,otiY,ml n lo( I�w .�, 4m m � i, � III m III.UV fdu YA, .�.PII�Q,;:��Ia1P.�, riM:;rr�� Q�=,a,IQ 4�,,.,l�l„�;a� ',G�r�✓�a�,, 14yI�;�QFQ� �"� Ashland FOA May `0, 2025 page 21 DRAFT Outreach Summary Page 310 of 499 Local Btisiness Demographics Exhibit 11. Are you a business owner (or otherwise representing a business-interest)? (Survey Total) Exhibit 12. Where is your business locaited�? (Survey Total) �efi Ashland EOA May 20, 2025 Page 22 DRAFT Outreach Summary Page 311 of 499 Ashland's Btisiness Community Exhibit 13. What industry does your business operaite in? (Ashlaind Business Respondents) (N=79) Firicuice irrswrarice, 11mm Healthcare, 3176 Construction,57* Educatlon,3% 11 UP 1�11 1 1�11 1 1�11 4( Source: Suruey, 2025;CAI 2025 Ashland EOA May 20, 2025 Page 23 DRAFT Outreach Summary Page 312 of 499 Exhibit 14. How long hats your lousiness been in operation? (Survey Total Business Respondents, Ashlalnd Business Respondents) I 0 0"' Vulll IIIIIII 0000l iUllll IIIIIUIII IIIIIIIII Vuuuulll lllllllll IIIIIIIIII oilllUilillUllllll UUIIIIIII pluuillplVulgiilm y�pIIIIIIIIIVIIIIII IIIIII luumrµg ppll �iuuiil �� Trill l IUulllll IIIIIIVIII IIIII I 111�iiiiiillll,I�A,J6 � l^w�l��u l Illllullluul�lluulluul111�u��lllld�uluilllluullu�lll Vullllluullullluulluuull �Iuu�V�ullluluulllulll�o IulululVlulllVuiuio OW,I'..111Zk 1 I 1 ((pp as f Ills 1y� f,h 4,nd[,�➢GP J V 46) Exhibit 15. How many employees do you have (Survey Total Business Respondents, Ashland) Business Respondents) rr �611 d �yy.➢'arc 4 0;,,(Y, yy➢,,r 1776 111111��111\\ \\\�\ 1�101110100 11�`� 4 �1111011111 1fIr:dlT ikfl ho 1 rIfl ho 14,�,-�I k,, F o, l �c 4L11r 1 I. ""}I Iryr I�VI'"t�"�� f°IlOI�"" �r�aY'��^� h�I�f^°' f°Illit""1^ `e`=1"1 Y"VIV aul:;➢��te:�l � I f1U r�t':`;ly,o ,��:� Wti)n Jf,,,7xA LI \V.:;n'i ayi m.a�'rr u11�iAEIIY,r,•I,wrrrI I� IAI ti'>I'Il�`9rt 1I�'s;nVs�rt.,�lIaR➢ ,I„�� Ashland FOA May `0, `025 page 24 DRAFT Outreach Summary Page 313 of 499 Exhibit 16. Approximately what proportion of your employees work full time, part time, seasonally, remotely, hybrid, and/or outside of the Rogue Valley? (All Business Respondents) dVsf Boo°�1 J 1 11�sJ Of YV ofl �lJrllp.,�d; a,Pf �� I o fN=124 N=87 fN= 1 �:��I& 1iir�� 1ti11111"1 �1111"1ti�1�1111111111 IN=112 (Ashland) Businesses Only) t I "1 of �'ti tiar,1 ��HiIP�d of Eli � Ashland FOA May `0, 2025 page 25 DRAFT Outreach Summary Page 314 of 499 Exhibit 17. Select all that apply to your business: (Survey Total Business Respondents, Ashland) Business Respondents) f(KY I, 91% rw�4.I1 Fir=�I,�tir,�1 F Ott; C b 6 ;!i�" 1 9%. 1 " IV�11111ti11S1�w'r 'INN �w ;k�li, 4elh�� of /41 r11y II �1A F=',vnilY N( i i1 rn,vjr,a1 S1 tN,, °vvI)" d d n ;T@ d Exhibit 118. Does your business have plans to expand ain+d grow in Jackson County in the next five years' (,Ashland Business Respondents) r- 10 t, F XG,CII""fdII"I H,y::Iv'l lid Fx[-ra i,i(,flrv1 Nc,t f x,-X-111 're'(A'-[ ,,,ri lo 1Y tf..lpi , Ashland FOA May `0, 2025 page 26 DRAFT Outreach Summary Page 315 of 499 Exhibit 19. Pleaise rank these chaillenges according to their importance for your business. (Ashland) Business Respondents) �i01� ,mm ,mm� -mmm �mm ,mm� -mmm ^mm�oumm .r luuuppn iiiuui ,n w ^mmm iur ;u��;u A Vf�a,� Air ()i jcfl y IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII��,��i��, �� n � � �. C.=I inn t CI T :r J Exhibit 20. What are your biggest workforce challenges? (Ashlain+d Business =/9 9 M<< ' % ' o �( 16070 kx I111uWr' Respondents) Other responses largely included businesses which did not relate to having aaarkforce-related challenges. Some example responses include, "we have excellent people and pay them well", "we are family owned and operated only", and `I am a.solo practitioner with no zvorkforce challenges". Ashland FOA May `0, 2025 page 27 DRAFT Outreach Summary Page 316 of 499 Exhibit 211. 'What economic factors (local or broalder) halve the most significant impact on your business? (e.g., inflation, taxation, read estate costs, labor costs, supply chain, etc.) (Open Ended) (Ashland) Business Respondents) Real E":rk-Itt'..',,C,,a S$0..,1$IffId,,s -lb err C.(-)sI4w/Wac.,jes D a,a. I Ir li k.'.,P II Y'li B l..k;SI 8 1+ s"' �1�111�1�11�1111�111�111�111�111�111�111�111�111�111�111\� �ra'�''�i �:r(...i�U�L)II �::::�6 r ;�lirl� �1�11�11�11�11�1�� °II�� ,y�Ltlla Ir��. 1 °� % 20% 40% T,, r t Exhibit 22. Is there alnything else you'd like to share about your business's needs, challenges, or future opportunities in Ashland? (Open E'ndled) (Ashland Business Respondents) d='V';; r �qa' rt..r, �.{ a M,�'� a�`e, f1Ee;� ,7/�:��a Y 1�^y � �`�i,�w � ;'`X Ashland FOA May `0, `025 page 28 DRAFT Outreach Summary Page 317 of 499 Other comments include comments on public services,Ashland's economy, and various areas where business owners haue felt support was lacking. Responses to this question included; • Some stability would be huge relief! In the 8 years I've had the business we have had to contend with 2 of the worst smoke summers, lack of snow in winter, construction impeding business access, COVID- 19, the Almeda fire, a fire in my building causing business closure for 2 years, moving to a new location after struggling to find one, starting over with new staff, and funding 2 commercial build-outs of a retail space. I was also personally homeless for a year. • Post office in this city overwhelmed and subpar. • City needs to clean up or bus out the homeless population. • need more technology skills coming out of the local university • Our business property is located at the north entrance of the city, and is highly visible to incoming visitors. One of our major desires is to landscape this visible front bank, but (after some considerable research) we see that to do so is totally unaffordable, what with the cost of landscaping and subsequent water demands. • After my initial introduction (self initiated) I never felt any kind of support from our local Chamber. No reaching out to see what kind of help or support. No follow tip after my initial introduction and phone calls. No support on local special events such as the 4th of July Parade, Halloween Parade or Mystery Fest. Felt I was pretty much left to my own devices and the support I was able to garner from other small local businesses. • I was looking towards the Ashland area as a potential place to break ground on a new technology venture, but over the past few years it has wandered away from desirability in this sphere; Medford is potentially in reach, but there is less and less to attract me away from more urban technology center such as Portland, Seattle or San Francisco, and there are less of the incentives normally found in secondary tech hubs such as Boise , Raleigh etc. • City has done no improvements to the downtown core. There are no public restrooms for our tourists to use. We have 1000's of acres of parks and no restrooms are ever open for tourists to use. City keeps stealing public parking for its employees along Winburn way and none for people using Lithia park. • We would like to expand our business into more high end wedding and events. Ideally we would like to open another shop in Medford. • Summer is very slow sometimes don't have enough money to pay • Wheelchair and mobility impaired accessibility is a big problem. Office, space, with these features tends to be prohibitively expensive, for small practitioners. • I want to quit this survey. There is no queer-owned or Black-owned or Indigenous options on the previous screen. Yes, I see you had an Ashland EOA May 20, 2025 Page 29 DRAFT Outreach Summary Page 318 of 499 option for minorities and women, but the lack of diversity in this survey is indicative of why I'm struggling with keeping my business ill the Rogue Valley. The lack of diversity here, and how it's reflected in every facet of business, leaves me feeling very isolated and discouraged. • We look forward to continued growth. • The sky is the limit for film and media production in Southern Oregon • We are selling and investing in Vancouver Canada and not this country or this climate • Better regional transportation is a primary driver for our business. This is both locally in Ashland for a tourism-focused transportation option, bLit also regionally to connect Medford with tourism options in the south end of the valley for locals. Current Perceptions of Ashland Respondents were asked if they wanted to answer questions for Medford, Ashland or both. The following exhibits include responses that were indicated for Ashland or both. Exhibit 23. Consider these features in the City of Ashland. Please indicate on the following scale whether each is ain economic advaintaige (on the right) or disadlvantaige (on the left). [Scale I 5) (N�=�289) (Ashlaind Respondents) Diisadvainitage Advantage Shflo and h,dercfl Pirc4echorii Lciws I od aHcpn, S€zie ird Nib ln� -.j Flowearr Av�"Anl"')Ihfy (',Ulroir�,;�poi h"'kkcv� Wage�d'.-.Ind rc,'c�)rre Worklor(:'e 0 2 3 4 5 Ashland EOA May 20, 2025 Page 30 DRAFT Outreach Summary Page 319 of 499 Exhibit 24. Please rank these strengths and assets in order of their importance for Ashland's economic future ( =281) (Ashland Respondents) IIIf h�e io RaicauIIu: �osrroe iN�Rri,i�iik +�i��nn�Au�nonononononononononononononononononononononononononononononononononononononononononononononononononononononononononononononononononononononononononoro��fflli��w f ouldsrrs Rogue Valley Airport Recr, ,,,afir-,ncjl An-ie nfiffaeFz R j o nc it t rt rark ff> Dr:b,untr"FwP`s ki�t.C:Enfffir;,.zoTs Arts Venues r r v ai , I n,,feFff p n,iriit NI,E dl d Services ce s; .a"arp.)eCC'rnirPuniff-y,;'.olege Ashland 10,) k84,;ipri,Airpr_?O. Talent Altracficin hn Rer-note k-,w a^ g r c a ff o ck lr'@ R e H r e e s Exhibit 25. Hlow supportive is the local government in helping businesses thrive? (Ashland Respondents) Ashland FOA May `0, 2025 page 31 DRAFT Outreach Summary Page 320 of 499 Exhibit 26. Thinking of Ashland, what concerns do you have, if any, regarding equity in the economy or in economic development? (Open Ended) (Ashland (Respondents) li..�ii,^, ��1�� 2 r1`Liu.Fr' �1��\�� B rw r I u r i L^ 11��0111111\\00\\00 l ox/ f'Ae, ��,� � �f'ra tAu',r1 1 )I'1, Ashland FOA May `0, 2025 page 32 DRAFT Outreach Summary Page 321 of 499 Economic Vision and Opportunities Respondents were asked if they wanted to answer questions about Medford's economy, Ashland's economy or both. The following exhibits include responses that were indicated for Ashland or both. Exhibit 27. Thinking of the City of Ashland, please rate the listed economic opportunities andl/or strategic consideration from an economic development perspective on aI scaile of 1-10 (low to high priority). (N=298) (Ashland) (Respondents) richistry Grov/th ................ . ciirnate,c-,[,)arlge .................. R'etdl Aric-I SerAces .................... ri.k.lsr�e/Df verse Eccorlorny Wc�rkforce D/e 4cwpment Fkr.ji.>ri:_ak Existirg D/Isplcicemen� Nevv Busiresses Small Bushresses Jv(..fl,.jIe /,/ages/(Jpvvc-9 (j PAoL.�illty Ashland EOA May 20, 2025 Page 33 DRAFT Outreach Summary Page 322 of 499 Exhibit 28. What changes or improvements would you like to see in Ashland's business environment? (Open Ended) (Ashlaind Respondents) 2 3 A f f �i clt:i Ld, C, ri,i ri i-,,.u r::Gran I I'l S 13% (,,w,I fovvt I n '117, r-:kn h+J[ Sh"Yr % I'M I U;111�19 I Exhibit 29. Whait is your vision for Ashland's economy of the future? (Open- Ended) (Ashland (Respondents) -1/At t"i pr�I 2a 165" xpl,m"AHd Fdi-wcfliwl E 'III A(Aoui, hor t�, Ashland EOA May 20, 2025 Page 34 DRAFT Outreach Summary Page 3'23 of 499 Exhibit 30. Whalt is one "big ideal" you have for Ashland? (Open Ended) (Ashland) (Respondents) i it"r B r i.a I r G s f Trcl l, r P.a I n r r 111��1��117��I11��IIIIIIIIIIIIIIIIIIIIIIIIIIIIIII�I��atiS��ti�11�7�1��1��lllllllllllllllllllllllllllllllll li A°�;; Ic'!calharI rr ��IL.i1u ,lia T��,r �lwilr.,la,a r;'� Iw:d .,rt.Va.r�r-P� II��111�>�111�11111�1�1�1�1�11 �p %� Exhibit 31. Is there a different city that you wish for Ashland to take lessons from? What are the characteristics of that city that appeal to you? (Open Ended)) (Ashland (Respondents) a"r'rId �.... "�, ��11111111111111111111111111111111111111111111111111��11111�1�1�1�1�1�1�1�1�1�1�1�1�1�1�1�1�1�1�1111111�1�1�1�1�1�1�1�1�1�1�1�1�1�1�` .rb.,'�i, �ir;U I� d�,al'�, ""..� �111�1�1�11111111111111111111111111111 ��i �¢t d1`�, ( �"'� ��11111111111111111111111111� �,�w� �I�1�1�11`1�1111 4 1 d, r i h, r k pf � ,G�.°��" ( N""": �11��11�1111111111111111111 4 (.. ..,1 / 'N`I k 1rrs Ashland FOA May `0, 2025 page 35 DRAFT Outreach Summary Page 324 of 499 Other cities mentioned included places across several continents, but other cities in Oregon, California and Washington were mentioned most frequents),. Exhibit 32. Do you have anything else you would like to share with us? (Open Ended) (Ashland) Respondents) 1111111100NA01, '6 y N Jx,i i,,1 4,7, �0% `Y,'V, "> ZY"Y,, 2,g) ��, Other responses largely included either appreciation for Ashland or complaints about political scenarios in Ashland or about questions in the survey surrounding diversity. • Cronyism doesn't work • Diversity is killing this town. Why to liberal. We need to take down the bird feeders. Support our police and fire more! • Get city employees back to offices. Get code compliance officer to do job take a look at ads for short term rentals make it fair for licensed businesses • Get the religious/conservative/elitist thinking people out of local government • Getting permit to make home office to build company in Ashland was a pane in the neck they did not understand how small start Lips grow into larger companies and employ people at a higher pay rate than service workers • Hire more recreation staff!! • How soon can we elect new council or recall present one. It's pathetic stop spending money that isn't yours • I HATE that you're asking about stupid things like gender and ethnicity for a business survey. The fact that you ask at all reveals Ashland EOA May 20, 2025 Page 36 DRAFT Outreach Summary Page 325 of 499 that you believe in some kind of racisim that doesnt exist out here ill the real business world. This is completely out of touch with what actual business think about. Wake Lip please. • I have a medical practice in Medford and I have a license that I can't use in Medford so I have to drive Ashland to service clients there. I am thankful we call help people but Medford needs to get it's priorities straight. • I have a small business that doesn't depend oil local sales or local people, except a bit in the area of film - talent and crew. So my responses are not probably that helpful. • I hope nobody is mad or offended by my answers. Please don't make my life hard by retaliation. • I love Ashland so much, for its culture/nature balance and being a University town. I collect all the mentions we get oil Best-of lists. • If Jackson County does not increase its healthcare access; the future is very bleak. So OR is oil the brink of turning into a healthcare desert. • I've never met anyone who started a "multicultural' business (page 3). And I'm unclear if the question about a ..broadly inclusive and diverse...' economy is asking about types of businesses or someone's Skin color. Perhaps a little less woo and a little more recognition that we should simply be looking at all types of business will make for a better conversation and, fingers crossed, produce good results. • The above suggestions are relatively inexpensive, can be implemented without delay, and will pay handsome returns to both the city's business community and the community itself. • Let's work against misinformation, especially health misinformation based oil pseudoscience. This is not a healthy thing for our local culture. • No more parades or events, in ashland please. • North Mountain Park could be an attractor to locals and tourists alike, but many beat-up cars and shady people allowed to hang out there. People walk their dogs there thinking it's okay because they're not right next to the nature center. Neighbors use it as a parking lot for their cars. It's hard to get in and out of the parking that runs from Hershey to the nature center, because there are no stop signs and cars travel oil North Mountain Ave at a high rate of speed. It could be so much better. • "One city's motto of Better Together is a joke. If you are oil one side of the fence, then you call be together, but if you are oil the other side of the fence you are evil, part of the problem, a bigot, transphobic, racist, fascist Pig. • The Center of It All., well that is telling the truth. You call be oil either side of the fence in that town, and not be called names that divide people. Maybe the one city's motto should be We, the City, Can Do Better. It sure aint together." Ashland EOA May 20, 2025 Page 37 DRAFT Outreach Summary Page 326 of 499 • Perhaps you should have some questions about taxes. • Please get your heads out of your ass and use some common sense when planning projlects for the city. Get rid of diverse hires and promote people who know how to do the jlob. • Please refrain from any references to climate change, that is a fraud. • Recallcouncil • Thanks for asking. We need a regional economic development strategy and EDO. • The city should be better at following their own rules —for example, the new sidewalk signage pilot program says we cannot use plastic, but the city's sandwich boards are plastic! • The energy of volunteers in and for the city of Ashland and for nearby cities is admirable. • The political and ideological biases of the people that created the survey are showing. I think that the city needs to examine that and make some decisions on whether or not those ideologies are really helping advance, southern Oregon economic interests or harming them. • The Rogue Valley has incredible potential, but I think people are so busy trying to get by that they don't realize how much more it could be if there was a focus on something more than short-sighted short term solutions. • The Rogue Valley is an awesome place, to live but it could be better • The survey was quite interesting. • The Valley seems like it is about to fall into the same issues that bigger cities do. We can change direction now and maybe make some good things happen! Thank you for all of your hard work. • There are plenty of affordable/cheaper places to live iii the United States. Stop attempting to provide "affordable" housing. If it's too expensive to live here, look for a place that's less expensive. • We should have more interaction with the police department. • Why is Russian an option for spoken language? Seriously? • Let all the food-trucks use the Rogue Valley Mall parking lot(s) for at least 1 day out of each month and get people out and rubbing elbows with one another. That needs to happen. • Yeah you should really ask myself or stop listening to the people that have gotten you all here and think about those you have decided to listen to without checking there work • I've witnessed so much waste of money from private and government money all supposed to help the citizens and I have been threw and seen what's happening what actually help and what is a total scam and theft of money Ashland EOA May 20, 2025 Page 38 DRAFT Outreach Summary Page 327 of 499 V nal,11111111111ilial, C o u n c*11 B 1 s I n e s s Date: ,June 3, 2'625 ge iidlu Ilteirn Second) Reading of Ordinances 32'49, 3250, 3251, and 3263 to implement the Climate Friendly Area Overlay&Written Findings Adoption Departrheint Community Development From' Erandon Goldman, Director of Community Development. TIME ESTIMATE 19-29 minutes CATEGORY Ordinance/Resolution -a motion is needed to adopt the ORD. or RESO. SUMMARY The Council is requested to adopt at Second) Reading {ordinances##3249,##32',50,##3251, and##3263 to implement the Climate Friendly Areas (CFAs), approve amendments to the C-1-D zone, and adopt the written Findings and Conclusions of Law for Planning Action PA-T3-2924-00013. POLICIES, PLANTS & GOALS SUPPORTED Oregon Administrative Rules(OAR) • OAR 666-912-0315 through 666-912-6336: Implements the Climate-Friendly and Equitable Communities (CFEC)regulations requiring cities to designate Climate Friendly Areas sufficient to accommodate at least 30%of future housing needs within pedestrian-friendlly, mixed-use areas. Ashland l Comprehensive Plan —Housing Element: • Supports policies aimed)at increasing housing opportunities, particularly for low-and modlerate-income households, through strategies that encourage infill, higher density development, and mixed-use housing options in appropriate areas. Ashland l Council Goals -Environmental resiilliencey including addressing climate change • Aligns with community goals to reduce greenhouse gas emissions by fostering compact,walkable neighborhoods and reducing dependence on fossil-fuel-based transportation. BACKGROUND AND ADDITIONAL INFORMATION The Climate Friendly Area (CFA) adoption project aims to designate pedestrian-friendly, mixed-uise areas within the City of Ashland sufficient to accommodate 30 percent of the future population as required under the Climate- Friendly& Equitable Communities rules. With the final adoption of proposed Climate Friendly Areas, associated code amendments and written findings, this project will be complete. The City Council held a public hearing on May 6, 2025, to review the proposed ordinance amendments and approved First Reading of Ordinances##3249, ## 2'50, ##3251, and ##3263.As part of that hearing, the Council proposed amendments to establish, in both the designated Climate Friendly Area (CFA)overlay zones and the C- 1-D (Downtown Commercial)zone, allowances for additional building height—up to 6O feet—for multifamily or mixed-use developments in which at least 25%of the dwelling units meet the City's affordable housing standards in AMC 18.2.5.050. These amendments have been incorporated into Ordinances##3249 and##3263 as presented for consideration at Second Reading (highlighted in green). Staff are prepared to read)the specific ordlinance ................................................................................................................................................................................................................................................................................................................................................................................... Page 1 of 3 1111G11G/%G/i�- I Page 328 of 499 �� l�� 7�/�,° ° �� c8� 0��I��e s s ��t�n g amendments in full during second reading for the record. The complete record for Planning Action PA-T3-2024- 00013 was presented to the City Council at its May 6, 2025 meeting and is incorporated here by reference. These materials are not reattached to fts Coundl Communicabon; only the implementing or6nances,and the Written FMdinge and Conclusions ofLaw are included in this packet. For previously reviewed documents, please refer to the May OthCfty Council meeting agenda available onNne. The CUi mate-Friendly and Equftab|e Communities (CFEC) rules adopted by the State of Oregon require dtieato identify and designate CFAs that can accommodate 30 percent of future housing needs through Ngher-clensity, pedestrian-oriented development. In response, the City of Ashland is establ�shing two CFA overlay zones: one encompassing the Railroad Property and surroun6ng area, and another in the Transit Triangle. The proposed amendments also include associated zoning, densfty, and he�ght changes, as well as the removal of maximum residential densities in the C-1 and E-1 zonee, and zoning updates to a||owCFA-eoa|e development in the downtown wfthout CFA clesignabon. These changes aim to support sustainable development patterns, improve housing access, and comply vvfth state land use mandates. The Written Findings and Conclusions of Law for Planning Action PA-T3-2024-00013 are presented for adoption inoonjuncflonwith Second Reading ofOr6noncea#32�4g. #325D'#32�51. and#3283. These findings demonstrate how the proposed ordinance amendments fulfill the requirements of the Cftate-Friendly and Equitable Communifies rules under OAR 660-012-0310 through 0330, and are consistent with applicable Oregon Statew�deP|ann�ng Goals, inc|u6nQGoal 1 (Cifizen Involvement), Goal 1Q (Houeing)' and Goal 12 (Transportation). The findings further illustrate conformance wfth the Ashland Comprehens�ve Plan, particularly the Housing Element, and establish a factual bas�s for the adoption of new Climate Friendly Areas and oorreepond�ing land use code amendments. FISCAL IMPACTS The Department of Land Coneenvafion & Development(DLCC)) ie funding the consultant work and managing the grants for this project, Ashland's contribution is in the form of staff time to support the consultant work and subsequent code adopfionefforts. The adoption of the Climate Friendly Area (CFA)designations and associated land use ordinance amendments has no direct finandal impact on the City of Ashland. However,future intensification of development resulting from increased bufl6ng heights, the removal of resdential densfty limits, and other regulatory changes may generate ad6tional property tax revenue over time as re�evelopment occurs within the designated CFAs. SUGGESTED ACTIONS, MOTIONS, AND/OR OPTIONS Staff recommends approval of Second Reading of Ordinances#324g,#325Q. #3251, and #3283, aa amended cd F�rst Reading on May 6, 2025, and adoption of the Written Findings,and Conclusions of Law for PlannMg Action PA-T3'2024-00013. The Planning Commission reviewed the proposed or6nance changes at its April 29, �O�5, pubNc hearing and unanimously recommended approval of the two new Climate Friendly Areas and all assodated or6nance amendments ae presented atth&meeting. /move bo approve Second Reading of the following ordinances: w OrdWnance#3249 as amended, an ordinance amending the Ashland Land Use Ordinance to repeal Chapter 18.3.f4 Transit Triangle Overlay and replacing it with e new Chapter ffi3.14 Climate Friendly Overlay, w Ordinance#3250, an ordinance amending the adopted Zoning Map to add the Climate Friendly(CF) Overlay. w Ordinance#3251, an ordinance amending the adopted Site Design Zones Map to align the extent of the Detailed Site Design Review Overlay Zone to include the full extent mf the Climate Friendly Area Overlay Zones Page 2ufs iriffoll;1i", Page 32gof4gQ F nal,11111111111ilial, C o u n c*11 B u s I n e s s M c c t I n g • Ordinance#3263 as amended, an ordinance amending chapters 18.2.1, 18.2.2, 18.2.3.130, 18.2.6, 18.3.12, 18.3.13 & 18.4.2.040.c of the Ashland Land Use Ordinance to align with the new climate friendly area regulations and ensure implementation of applicable development standards. I move to approve the written findings as presented[or as amended]. REFERENCES &ATTACHMENTS 1. 1— C C —CFA Adloption—06032025—Atchl—ORD3249 2. 1A—CC CFA Adloption—06032025—AtchlA—ORD32'49—ExA—New 18.3.14—AMENDED 3. 2—CC—CFA Adloption—06032025—Atch2—ORD3250 4. 2—CC—CFA Adloption—06032025—Atch2A—ORD3250—Ex A Zoning Map 5. 3—CC—CFA Adloption-06032025—Atch3—oRD3251 6. 3A—CC—CFA Adloption—06032025—AtchMORD3251—Ex A—Site Design Zones Map REDUCED 7. 4—CC CFA Adloption—06032025—Atch4—ORD3263—AMENDED CC 8. 5— —CFA Adloption—06032025—Atch5—CFAFindings AMENDED 9. 6—CC—CFA Adloption-05062025—Atch6—FlNIxE—Housing Capacity Analysis 10. 7—CC—CFA Adloption—05062025—Atch7 F—FINx —Estimates Dwellings11. 8—CC—CFA Adloption-05062025—Atch8—FlNxG—Anfidisplacement 12. 9A—CC—CFA Adloption-05062025—Atch9A—FlNxH_RR Gaps 13. 9B—CC—CFAAdloption-05062025—Atch9B—FlNxH TT Gaps .................................................................................................................................................................................................................................................................................................................................................................................. Page 3 of Page 330 of 499 ORDINANCE NO. 3249 AN ORDINANCE AMENDING THE ASHLAND LAND USE ORDINANCE TO REPEAL CHAPTER 18.3.14 TRANSIT TRIANGLE OVERLAY AND REPLACING IT WITH A NEW CHAPTER 18.3.14 CLIMATE FRIENDLY OVERLAY. (Climate Friendly Area Adoption: Planning Action #PA-T3-2024-00013) Annotated to show deletions-and additions to the code sections being modified. Deletions are bold and additions are bold underlined. WHEREAS,the Climate-Friendly and Equitable Communities rules adopted by the Land Conservation and Development Commission in July of 2022 require that cities within Oregon's eight Metropolitan Planning Organizations shall identify and re-zone Climate Friendly Areas capable of accommodating 30 percent of each city's future population in pedestrian-friendly, mixed-use areas; and WHEREAS,Ashland Municipal Code (AMC) l 8.5. .020.E permits legislative amendments to meet changes in circumstances and conditions. The City Council finds it is necessary to amend the Zoning Map and Land Use Ordinance to adopt two Climate Friendly Areas (CFAs) consistent with statewide requirements including development regulations for those areas that support mixed-use, walkable development consistent with statewide CFA requirements that align with the City's own long-range planning goals adopted in the Comprehensive Plan; and WHEREAS,the Railroad Property Climate Friendly Area includes 57 acres in the center of the city,Just a few blocks north of downtown. The site is zoned Employment (E-1) and has been planned for pedestrian-focused mixed-use development dating back to the 2001 master plan for the site. The application of a new CF Overlay provides an opportunity to update and expand the mixed-use development opportunities for the full site; and WHEREAS,the Transit Triangle Climate Friendly Area includes 120.35 acres along the major transit corridors on Siskiyou Boulevard and Ashland Street in areas zoned a mix of Commercial (C-1), Employment(E-1) and a small amount of Residential Low Density Multiple Family(R-2)within the existing Transit Triangle (TT) Overlay, which currently offers optional mixed-use provisions beyond the base zone standards to facilitate a mix of housing types and businesses in an environment that is friendly to walking, biking, and using transit; and WHEREAS,the City's population exceeds 10,000 and is subject to the Oregon Administrative Rules (OAR) section 660-012-0315(2)which requires that Climate Friendly Areas be designated to accommodate at least 30 percent of the City's future ORDINANCE NO. 3249 Page 1 of 4 Page 331 of 499 housing units, which has been determined to be 3,469 units. Per the methodology established in OAR 660-012-0315(2), the proposed Railroad Property CFA has been shown to have capacity to accommodate 2,226 housing units and the proposed Transit Triangle CFA has been shown to have capacity to accoininodate 5,349 housing units, for a total capacity of 7,575 housing units, well over the required 30 percent of total housing units or 3,469 units determined for Ashland; and WHEREAS,the purpose of the new Climate Friendly (CF) Overlay is to encourage development and redevelopment within vibrant,walkable mixed-use centers supported by a variety of transportation options. Proposed residential uses include multi-family in mixed-use and stand-alone configurations, and townhouses, and non-residential uses include retail sales and services, restaurants, offices, and public uses. Greater concentrations of housing and businesses are inutually supporting, expanding housing opportunities and providing a better enviromnent for local business development and expansion to help residents meet their daily needs within a walkable setting. WHEREAS, Article 2. Section I 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 inunicipalities; 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,the above referenced grant of power has been interpreted as affording all legislative powers home rule constitutional provisions reserved to Oregon Cities. City of Beaverton v. International Assn of Firefighters,Local 1660, Beaverton Shop 20 Or. App. 293; 531 P 2d no, 734 (1975); and WHEREAS,the City of Ashland Planning Commission considered the amendment of the City of Ashland Zoning Map to identify two new Climate Friendly (CF) Overlay zones; of the Site Design Zones Map to include the entirety of the two new Climate Friendly (CF) Overlay zones within the Detail Site Review Overlay Zone; of the Ashland Municipal Code and Land Use Ordinances to include a new Chapter 18.3.14 Climate Friendly Overlay; and of Chapters 18.2.1, 18.2.2, 18.2.3.130, 18.2.6, 18.3.12, 18.3.13 and 18.4.2.040.0 of the Ashland Municipal Code and Land Use Ordinance to align with new Climate Friendly Area regulations and ensure implementation of applicable development standards, at a duly advertised public hearing on April 29, 2025, following deliberations, recommended approval of the amendments; and WHEREAS,the City Council of the City of Ashland conducted a duly advertised public hearing on the above-referenced amendments on May 6, 2025; and WHEREAS,the City Council of the City of Ashland, following the close of the public hearing and record, deliberated and conducted first and second readings approving adoption of the Ordinance in accordance with Article 10 of the Ashland City Charter; and ORDINANCE NO. 3249 Page 2 of 4 Page 332 of 499 WHEREAS,the City Council of the City of Ashland has determined that in order to protect and benefit the health, safety and welfare of existing and future residents of the City, it is necessary to amend the Ashland Municipal Code and Land Use Ordinance in manner proposed, that an adequate factual base exists for the amendments, the amendments are consistent with the comprehensive plan, that the proposed zoning map and land use code amendments are consistent with City of Ashland approval criteria for land use ordinance and zoning map amendments as set forth in AMC 18.5.9.020.B and are consistent with the City of Ashland Comprehensive Plan, with other City policies, and with the Oregon Statewide Planning Goals and OAR 660-012-03 10 through-0330, and that such amendments are fully supported by the record of this proceeding. THE PEOPLE OF THE CITY OF ASHLAND DO ORDAIN AS FOLLOWS: SECTION 1. The above recitations are true and correct and are incorporated herein by this reference. SECTION 2. The existing Chapter 18.3.14 Transit Triangle Overlay is hereby repealed in its entirety. SECTION 3. A new Chapter 18.3.14 of the Ashland Municipal Code creating a new overlay zone [Climate Friendly Areas] set forth in full codified form on the attached Exhibit A and made part hereof by this reference, is hereby added to the Ashland Municipal Code. SECTION 4. 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 5. Codification. Provisions of this Ordinance shall be incorporated in the City Code and the word "'ordinance" may be 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, and text descriptions of amendments (i.e., Section 3) need not be codified and the City Recorder is authorized to correct any cross-references and any typographical errors. The foregoing ordinance was first reading by title only in accordance with Article X, Section 2(C) of the City Charter on the day of 12025, and duly PASSED and ADOPTED this-day of 2025. ATTEST: Alissa Kolodzinski, City Recorder ORDINANCE NO. 3249 Page 3 of 4 Page 333 of 499 SIGNED and APPROVED this day of 2025. Tonya Graham, Mayor Reviewed as to form: Johan Pletila, City Attorney ORDINANCE O. 3249 Page 4 of 4 Page 334 of 499 Chapter 18.3.14 AMC,Climate Friendly Overlay Page 1 of 10 ............... Ordinainice #3249 E'xhibit A Chapter 18.3.1I4 CLIMATE FRIENDLY OVERLAY Sections: 18.3.14.010 Purpose. 18.3.14.020 Applicability. 18.3.14.030 General Requirements. 18.3.14.040 Allowed Uses. 18.3.14.050 Dirmensionall Standards. 18.3.14.060 Site Development and Design Standards. 18.3.14.010 Purpose The Climate Friendly(CF) overlay is intended to promote the development of a mix of housing, commercial aind employment opportuinities within, a,well-designed and coninected pedestrian, environment. Areas within the CIF overlay are intended to be served by high-quality pedestrian, bicycle, and transit infrastructure and services. 18.3.14.020 Applicability A. Climate Friendly(CF), Overlay Designation.This chapter applies to properties designated as Climate Friendly(CF) overlay on the Zoning Map. B. Governing Standards. Notwithstanding the provision of chapter 18.2.2, Base Zones, additional use restrictions aind land use staindairds apply within the CF overlay. Where the provisions of this chaipter conflict with, comparable standards described in any other ordinance, resolution or regulation, the provisions of the CIF overlay shall govern. C. Exceptions and Variances. Requests to depart from the requiirements of thiis chapter are subject to chapter 18.5.5, Variainces, except that deviadons from the standards in section 18.3.14.060 afire suibject to subsection 18.5.2.050.E, Exception to the Site Development and Design Standards. ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Ordinance#3249 Exhibit A I June 3,2025 Page 335 of 499 Chapter 18.3.14 AMC,Climate Friendly Overlay Page 2 of 10 ............... Exhibit 18.3.14.020.A.1 Railroad Area, Climate Friendly Area, (CFA) Wj 010 0111, OIW .......... ............. ........ ...... I. ............... Exhibit 18.3.14.020.A.2 Transit Triangle Climate Friendly Area (CFA) ..................................... 7--7-, 77- if . ........... 0 WWI OWWINWr1 g ff -1H1---;I. ....................../ Q I .......... .......... t T!77� ....... P 3, If ....... L-4 IT 5� �JFif N. f i ',Tqiii�/,I-I�,i,/-/......- _j j J . ......... ....... if ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Ordinance#3249 Exhibit A I June 3,2025 Page 336 of 499 Chapter 18.3.14 AMC,Climate Friendly Overlay Page 3 of 10 ............... Figure 18.3.14.020. Climate Friendlly(CF) Overlay 18.3.14.030 General Requirements A. Site Development and Design Standards. New development is subject to Site Design Review under chapter 18.5.2, and must comply with the applicable site development and design standards. 18.3.14.040 Allowed Uses A. Uses Allowed in CF Overlay,Allowed uses are determined by the base zone aind in accordance with section, 18.2.2.030, except as provided for in this chapter. Notwithstanding the provisions of chiaipter 18.2.2, Base Zones and Allowed Uses, this section includes additional allowed uses, use restrictions and prohibited uses within the CF overlay. B. Mixed Use. Uses allowed in a zone individually are also allowed in combination with, one ainothier, in the same structure or on the same site, provided All aipplicable development standards aind building code requirements are met. Tablle 18.3.14.040. Cllimate Friendlly(CF) Overlay Uses Allowed by Base Zone' Base Zones R-2 C-1 E-1 Speciiall Use Standards A. Residential Single-Faimily Dwelling S S S Sec. 18.3.14.040.C.1 Duplex N N N ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Ordinance#3249 Exhibit A I June 3,2025 Page 337 of 499 Chapter 18.3.14 AMC,Climate Friendly Overlay Page 4 of 10 ............... Base Zones R-2 C-1 E-1 Special Use Standards Multifamily Dwelling S S S Sec. 18.3.14.040.C.2 B. Puiblic and Institutional Uses Child Care Facility P P P Family Child Care Home exempt from, planning application procedure puirsuiaint to ORS 329A.440, see part 18.6 for definition Subject to State licensing req ui remenits Governmental Offices andl P P P Emergency Services (e.g., Police, Fire); excluding Outdoor Storage Park, Open, Space, and P P P Recreational Facility, inicluding playgrounds, trails, naituire preserves, athletic fields, courts, swim pools, andl similar uses Recycling Depot N N N ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Ordinance#3249 Exhibit A I June 3,2025 Page 3�38 of 499 Chapter 18.3.14 AMC,Climate Friendly Overlay Page 5 of 10 ............... Base Zones R-2 C-1 E-1 Special Use Standards School, Private(Kindergarten P P P and up) School, Public(Kindergarten P P P and up) C. Commercial Office P P P Restaurants P P P Retail Sales and Services, P P P except Outdoor Sailes and Services Self-Service Storage, N N N Commercial (Mini-Warehouse) D. Industrial and Employment Uses Wholesale Storage aind N N CU In E-11 zone, Distribution, includes Marijuana imarijulaina Wholesale wh6lesale is subject to the spedal ulse standards in Sec. 18.11190 1 Key. P=Permitted Uses;S= Permitted with Special Use Standards;CU =ConditioniM Use Permit Reqluiredl; N=Not Allowed. ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Ordinance#3249 Exhibit A I June 3,2025 Page 339 of 499 Chapter 183,14 AMC,Climate Friendly Overlay Page Qof1O C. The uses listed as"Permitted with Special Use Standards(S)^ Un Table 10.3.14.Q4D' a,bmve' aireallowed provided they conform to the requirements ofthis section, and the requirements of chapter 18.5.Z Site Design, Review. 1. Attached (common vvaU|)single-famm|Uy dwellings(e.g, tovvnihommes' cmnidmmm|n|umms' rovvhmuses) provided All of the following staindairds are met: a. Access.Access must conform to the requi|remments of subsection, 18.4.3.080.[. b. Min,imium Lot Frontage. Notwithstanding section 18.2.4.01Q' mm|n,|rnmrn lot frontage shall be28 feet provided dwellings have access byanalley. 2. Multifamily DwQlling U5Q5, Multifamily dwelling uses provided all of the following staind�airds are met: a. One Building,When a p|ainni|ngappU|cat|mn, is U|rn|ted to one buU|d�|nig' residential uses may occupy uipto65 percent ofthie gross floor area, of the ground floor. Atleast 35 percent mf the gross floor area, ofthe ground floor shall be designated for permm|tted usesaindusesperrn|ttedvv|thspec|aUmsestaindaird�s' not |nc|uidUngres|dent|aUmses. b. More Thain One B,uiilding.When ap|ainn|ng application, |nc|uides more than, one building,the equi|va|enitofat least 3S percent of the gross floor airea of the grmuind floor for All buil�inigs shiaill be designated for permitted uses and uses perm,itted with, special use staind�airds' not including res|dent|ai| uses. c. Affordable Housing Exception.The limitations |n this subsection on,grouind�-flomr residential uses do not apply to multifamily dwellings meeting the standards for affordable housing in section 1 8.2.5.Q50. d. The ||mm|tat|ons in this subsection on grounid-floor residential uses do not apply to buildings developed with cmmmrnerc|a|-read�y space on the ground floor complying with,the following: |. The entire ground floor space must be constructed to accommodate nonres|d�ent|ai| uses. |U. |fres|dent|ai| uses are provided immediately above the ground floor level (A.e., second floor residential), horizontal occupaincy separation must be provided to ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Ordinance#3249ExhibitA | ]mne3'2025 Page 340of4gQ Chapter 18.3.14 AMC,Climate Friendly Overlay Page 7 of 10 ............... accommodate future commercial occupancies as required by the Oregon Structure Specialty Code at the time of construiction. iii. The ground floor must have an interior height of not less than 12 feet measured from,the entry level finished floor to the bottom of the structuirail members of the floor above. 18.3.14.050 Dimensional Standards Notwithstanding the provisions of chapter 18.2.5, Standards for Residential Zones, aind chapter 18.2.6, Standards for Non-Residential Zones,Table 18.3.14.050 includes the dimensional standards within the CF overlay. The dimensions shiall conform to the standards in Table 18.3.14.050. Table 18.3.14.050. Cllimate Friendlly Overlay Dimensional Standards Base Zones R-2 C-1 E-1 Residential Density(dwelling units/acre) Minimuiml 15 du/ac 25 du/ac 20 dui/ac Maximum, None 'Mixed-use buildings are exempt from the minimum, density if it has a FAR of 2.0 or greater. Redevelopment within existing buildings that adds residential units, but does not addl new units outside the existing buiilding, is exempt from the minimum, dlensity. �Floor Area Ratio (FAR)2 ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Ordinance#3249 Exhibit A I June 3,2025 Page 341 of 499 Chapter 18.3.14 AMC,Climate Friendly Overlay Page 8 of 10 ............... Base Zones R-2 C-1 E-1 Minimum .5 .5 .5 2 Plazas andl pedestrian areas shall count as floor area, for the purposes of meeting the minimum FAR. Plaizas and pedestrian areas may also be applied toward meeting the landscaping airea requiiremients but shall not constitute more thiain 50% of the required area. Lot Area, Width, Depth andl here is no minimum lot area, width or depth, or maximum lot Coverage coverage, provided the minimum landscape area is provided. Yards, Minimum (feet)3, - Front There is no minimum front, side, or rear yard requiired, except where buildings on,the subject site abut a, residential zone - Side outside of the CIF overlay, in which, case a side or rear yard) of not less than 15 ft is required. - Rear 3 See building step-back requirement in, subsection 18.3.1 4.060.B. Building Separation, On, NA Same Site - Minimum Building Height4,5 Maximum, Height- 50/4 50/4 50/4 feet/stories Maximum, Height with 60/5 60/5 60/5 Bon US6 Solar Setbaick Except for buildings within 100 feet of a residential zone outside of the CIF overlay, the solair setback standards of chapter 18.4.8 do not apply. ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Ordinance#3249 Exhibit A I June 3,2025 Page 342 of 499 Chapter 18.3.14 AMC,Climate Friendly Overlay Page 9 of 10 ............... Base Zones R-2 C-1 E-1 4 See definition of"height of building" in section 18.6.1.030. 5 Parapets may be erected up to five feet above the maximum building height; see ailso, suibsection 18.4.4.030.G.4 for mechanical equipment screeniinig requirements, and section 18.5.2.020 for site design review for mechiainical equiipment review process. 6M ultifaimily and mixed use dwellings meeting the staindairds for 25% affordable housing in, section 18.2.5.050 are eligible for bonius height. Applicants may alternatively pursue height bonuses per ORS 197A.445, Landscape Area, - Min,imuim 15% 15% 15% (% of developed lot area) Open Space - Minimum (% NA of site area) 18.3.14.060 Site Development and Design Standards Mew development is subject to site design, review under chapter 18.5.2, andl must comply with site development and design staindairds in part 18.4 and this section. A. Block Lengths. Block length,within the CF overlay shall comply with suibsection 18.4.6.040.E.9.ai, however, a maximum, block length of 350 feet shall apply to developmenit sites of 5.5 aicres or more. Exceptions may be permitted subject to suibsection 18.4.6.040.E.9. B. B,uillding-mass. B,uiilding facades within 25 feet of a, residential zone outside of the CIF overlay shall Incorporate a, step-back of ten feet for that portion, of a building which is over 25 feet or two stories in, height, whichever is greater. The building step-back requiiremient does not apply to parapets. See Figure 18.3.14.060.8.1. This standard applies along the perimeter of the development and shall not apply between buildings or lots within a development. See ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Ordinance#3249 Exhibit A I June 3,2025 Page 343 of 499 Chapter 18.3.14 AMC,Climate Friendly Overlay Page 10 of 10 ............... minimum, side or rear yard requiirement for buildings abutting a, residential zone in table 18.3.14.050. step back of I G'for that Zn portion over 25 feet Ngh where it is within 25 feet of a:residenttiA Ln ca 3 zone Ln Zn r'4 15'setback Figure 18.3.14.060.113.1. ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Ordinance#3249 Exhibit A I June 3,2025 Page 3�44 of 499 ORDINANCE NO. 3250 AN ORDINANCE AMENDING THE ADOPTED ZONING MAP TO ADD THE CLIMATE FRIENDLY (CF) OVERLAY. (Climate Friendly Area Adoption: Planning Action #PA-T3-2024-00013) WHEREAS,the Climate-Friendly and Equitable Conunuilities rules adopted by the Land Conservation and Development Commission in July of 2022 require that cities within Oregon's eight Metropolitan Planning Organizations shall identify and re-zone Climate Friendly Areas capable of accommodating 30 percent of each city's future population in pedestrian-friendly, mixed-use areas ; and WHEREAS,Ashland Municipal Code (AMC) 18.5.9.020.B permits legislative amendments to meet changes in circumstances and conditions. The City Council finds it is necessary to amend the Zoning Map and Land Use Ordinance to adopt two Climate Friendly Areas (CFAs) consistent with statewide requirements including development regulations for those areas that support mixed-use,walkable development consistent with statewide CFA requirements that align with the City's own long-range planning goals adopted in the Comprehensive Plan; and WHEREAS,the Railroad Property Climate Friendly Area includes 57 acres in the center of the city,just a few blocks north of downtown. The site is zoned Employment(E-1) and has been planned for pedestrian-focused mixed-use development dating back to the 2001 master plan for the site. The application of a new CF Overlay provides an opportunity to update and expand the mixed-use development opportunities for the full site; and WHEREAS,the Transit Triangle Climate Friendly Area includes 120.35 acres along the major transit corridors on Siskiyou Boulevard and Ashland Street in areas zoned a mix of Commercial (C-1), Employment (E-1) and a small amount of Residential Low Density Multiple Family (R-2) within the existing Transit Triangle (TT) Overlay, which currently offers optional mixed-use provisions beyond the base zone standards to facilitate a mix of housing types and businesses in an environment that is friendly to walking, biking, and using transit; and WHEREAS,the City's population exceeds 10,000 and is subject to the Oregon Administrative Rules (OAR) section 660-012-0315(2)which requires that Climate Friendly Areas be designated to acconnnodate at least 30 percent of the City's future housing units, which has been determined to be 3,469 units. Per the methodology established in OAR 660-012-0315(2), the proposed Railroad Property CFA has been shown to have capacity to accommodate 2,226 housing units and the proposed Transit Triangle CFA has been shown to have capacity to accommodate 5,349 housing units, for a total capacity of 7,575 housing units, well over the required 30 percent of total housing units or 3,469 units determined for Ashland; and WHEREAS,the purpose of the new Climate Friendly (CF) Overlay is to encourage development and redevelopment within vibrant,walkable mixed-use centers supported by a variety of transportation options. Proposed residential uses include multi-family in mixed-use and stand-alone configurations, and townhouses, and non-residential uses include retail sales and ORDINANCE NO. 3250 Page 1 of 4 Page 345 of 499 services, restaurants, offices, and public uses. Greater concentrations of housing and businesses are mutually supporting, expanding housing opportunities and providing a better enviromnent for local business development and expansion to help residents meet their daily needs within a walkable setting. WHEREAS, Article 2. Section I 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 iinpliedly 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,the above referenced grant of power has been interpreted as affording all legislative powers home rule constitutional provisions reserved to Oregon Cities. City o Beaverton v. International Assn of Firefighters, Local 1660, Beaverton Shop 20 Or. App. 293; 531 P 2d no, 734 (1975); and WHEREAS,the City of Ashland Planning Commission considered the amendment of the City of Ashland Zoning Map to identify two new Climate Friendly (CF) Overlay zones; of the Site Design Zones Map to include the entirety of the two new Climate Friendly(CF) Overlay zones within the Detail Site Review Overlay Zone; of the Ashland Municipal Code and Land Use Ordinances to include a new Chapter 18.3.14 Climate Friendly Overlay; and of Chapters 18.2.1, 18.2.2, 18.2.3.130, 18.2.6, 18.3.12, 18.3.13 and 18.4.2.040.0 of the Ashland Municipal Code and Land Use Ordinance to align with new Climate Friendly Area regulations and ensure implementation of applicable development standards, at a duly advertised public hearing on April 29, 2025, following deliberations,recommended approval of the amendments; and WHEREAS,the City Council of the City of Ashland conducted a duly advertised public hearing on the above-referenced amendments on May 6, 2025; and WHEREAS,the City Council of the City of Ashland, following the close of the public hearing and record, deliberated and conducted first and second readings approving adoption of the Ordinance in accordance with Article 10 of the Ashland City Charter; and WHEREAS,the City Council of the City of Ashland has determined that in order to protect and benefit the health, safety and welfare of existing and future residents of the City, it is necessary to amend the Ashland Municipal Code and Land Use Ordinance in manner proposed, that an adequate factual base exists for the amendments, the amendments are consistent with the comprehensive plan, that the proposed zoning map and land use code amendments are consistent with City of Ashland approval criteria for land use ordinance and zoning map amendments as set forth in AMC 18.5.9.020.B and are consistent with the City of Ashland Comprehensive Plan, with other City policies, and with the Oregon Statewide Planning Goals and OAR 660-012-03 10 through-0330, and that such amendments are fully supported by the record of this proceeding. ORDINANCE NO. 3250 Page 2 of 4 Page 346 of 499 THE PEOPLE OF THE CITY OF ASHLAND DO ORDAIN AS FOLLOWS: SECTION 1. The above recitations are true and correct and are incorporated herein by this reference. SECTION 2. The officially adopted City of Ashland Zoning Map, adopted and incorporated by Ashland Municipal Code Section 18.1.2.070, is hereby amended to repeal the existing Transit Triangle (TT) Overlay designation; add a new Climate Friendly(CF) Overlay designation to approxiniately 177.35 acres of land within the City Limits, and adjust the Residential(-R) Overlay designation so it does not apply within the new Climate Friendly(CF) Overlay zones, said overlay amendments are reflected on the revised Zoning Map, attached hereto as Exhibit A, and made a part hereof by this reference. 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" may be 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, and text descriptions of amendments (i.e., Section 2) need not be codified and the City Recorder is authorized to correct any cross-references and any typographical errors. The foregoing ordinance was first reading by title only in accordance with Article X, Section 2(C) of the City Charter on the day of 12025, and duly PASSED and ADOPTED this-day of 2025. ATTEST: Alissa Kolodzinski, City Recorder SIGNED and APPROVED this day of 2025. Tonya Graham, Mayor Reviewed as to form: ORDINANCE NO. 3250 Page 3 of 4 Page 347 of 499 Johan Pletila,Acting City Attorney ORDINANCE O. 3250 Page 4 of 4 Page 348 of 499 ..................................................................................................................................................................................................................................................... ................................................................................. ............................................................................... .................. 2 F 2 IT 1/2M'2211 w/a . ............... HWY- Flit .......... EIZ:.D, 0 M �zz ...................... ................j............... ------- Cox "K, ,Tz,Tz m . LU A Mal T7 "nz' WWI- .......... ROOM— v ........ —",A v D�- MOS, 5 Lin--- .... ........... --------- -------------------------------------------------------------------------------------—--- ----- ------------------- CT .......... ORDINANCE NO. 3251 AN ORDINANCE AMENDING THE ADOPTED SITE DESIGN ZONES MAP TO ALIGN THE EXTENT OF THE DETAILED SITE DESIGN REVIEW OVERLAY ZONE TO INCLUDE THE FULL EXTENT OF THE CLIMATE FRIENDLY AREA OVERLAY ZONES. (Climate Friendly Area Adoption: Planning Action #PA-T3-2024-00013) WHEREAS,the Climate-Friendly and Equitable Communities rules adopted by the Land Conservation and Development Commission in July of 2022 require that cities within Oregon's eight Metropolitan Planning Organizations shall identify and re-zone Climate Friendly Areas capable of accommodating 30 percent of each city's future population in pedestrian-friendly, mixed-use areas; and WHEREAS,Ashland Municipal Code (AMC) 18.5.9.020.B permits legislative amendments to meet changes in circumstances and conditions. The City Council finds it is necessary to amend the Zoning Map and Land Use Ordinance to adopt two Climate Friendly Areas (CFAs) consistent with statewide requirements including development regulations for those areas that support mixed-use,walkable development consistent with statewide CFA requirements that align with the City's own long-range planning goals adopted in the Comprehensive Plan; and WHEREAS,the Railroad Property Climate Friendly Area includes 57 acres in the center of the city,just a few blocks north of downtown. The site is zoned Employment(E-1) and has been planned for pedestrian-focused mixed-use development dating back to the 2001 master plan for the site. The application of a new CF Overlay provides an opportunity to update and expand the mixed-use development opportunities for the full site; and WHEREAS,the Transit Triangle Climate Friendly Area includes 120.35 acres along the major transit corridors on Siskiyou Boulevard and Ashland Street in areas zoned a mix of Commercial (C-1), Employment (E-1) and a small amount of Residential Low Density Multiple Family (R-2) within the existing Transit Triangle (TT) Overlay, which currently offers optional mixed-use provisions beyond the base zone standards to facilitate a mix of housing types and businesses in an environment that is friendly to walking, biking, and using transit; and WHEREAS,the City's population exceeds 10,000 and is subject to the Oregon Administrative Rules (OAR) section 660-012-0315(2)which requires that Climate Friendly Areas be designated to acconnnodate at least 30 percent of the City's future housing units, which has been determined to be 3,469 units. Per the methodology established in OAR 660-012-0315(2), the proposed Railroad Property CFA has been shown to have capacity to accommodate 2,226 housing units and the proposed Transit Triangle CFA has been shown to have capacity to accommodate 5,349 housing units, for a total capacity of 7,575 housing units, well over the required 30 percent of total housing units or 3,469 units determined for Ashland; and WHEREAS,the purpose of the new Climate Friendly (CF) Overlay is to encourage development and redevelopment within vibrant,walkable mixed-use centers supported by a ORDINANCE NO. 3251 Page 1 of 3 Page 350 of 499 variety of transportation options. Proposed residential uses include multi-family in mixed-use and stand-alone configurations, and townhouses, and non-residential uses include retail sales and services, restaurants, offices, and public uses. Greater concentrations of housing and businesses are mutually supporting, expanding housing opportunities and providing a better environment for local business development and expansion to help residents meet their daily needs within a walkable setting. WHEREAS, Article 2. Section I 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 inipliedly 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,the above referenced grant of power has been interpreted as affording all legislative powers home rule constitutional provisions reserved to Oregon Cities. City o Beaverton v. International Assn of Firefighters, Local 1660, Beaverton Shop 20 Or. App. 293; 531 P 2d no, 734 (1975); and WHEREAS,the City of Ashland Planning Commission considered the amendment of the City of Ashland Zoning Map to identify two new Climate Friendly (CF) Overlay zones; of the Site Design Zones Map to include the entirety of the two new Climate Friendly(CF) Overlay zones within the Detail Site Review Overlay Zone; of the Ashland Municipal Code and Land Use Ordinances to include new Chapter 18.3.14 Climate Friendly Overlay; ,and of Chapters 18.2.1, 18.2.2, 18.2.3.130, 18.2.6, 18.3.12, 18.3.13, and 18.4.2.040.0 of the Ashland Municipal Code and Land Use Ordinance to align with new Climate Friendly Area regulations and ensure implementation of applicable development standards, at a duly advertised public hearing on April 29, 2025, following deliberations,recommended approval of the amendments; and WHEREAS,the City Council of the City of Ashland conducted a duly advertised public hearing on the above-referenced amendments on May 6, 2025; and WHEREAS,the City Council of the City of Ashland, following the close of the public hearing and record, deliberated and conducted first and second readings approving adoption of the Ordinance in accordance with Article 10 of the Ashland City Charter; and WHEREAS,the City Council of the City of Ashland has determined that in order to protect and benefit the health, safety and welfare of existing and future residents of the City, it is necessary to amend the Ashland Municipal Code and Land Use Ordinance in manner proposed, that an adequate factual base exists for the amendments, the amendments are consistent with the comprehensive plan, that the proposed zoning map and land use code amendments are consistent with City of Ashland approval criteria for land use ordinance and zoning map amendments as set forth in AMC 18.5.9.020.B and are consistent with the City of Ashland Comprehensive Plan, with other City policies, and with the Oregon Statewide Planning Goals and OAR 660-012-03 10 through-0330, and that such amendments are fully supported by the record of this proceeding. ORDINANCE NO. 3251 Page 2 of 3 Page 351 of 499 THE PEOPLE OF THE CITY OF ASHLAND DO ORDAIN AS FOLLOWS: SECTION 1. The above recitations are true and correct and are incorporated herein by this reference. SECTION 2. The officially adopted City of Ashland Site Design Zones Map, adopted and incorporated by Ashland Municipal Code Section 18.1.2.070 to identify the Detail Site Review and Downtown Design Standards as overlay zones, is hereby amended to include the entirety of two new Climate Friendly(CF) Overlay zones totaling approximately 177.35 acres of land within the City Limits within the Detail Site Review Overlay Zone, said overlay amendment is reflected on the revised Site Design Zones Map, attached hereto as Exhibit A, and made a part hereof by this reference. 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 5. Codification. Provisions of this Ordinance shall be incorporated in the City Code and the word "ordinance" may be 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, and text descriptions of amendments (i.e., Section 2) need not be codified and the City Recorder is authorized to correct any cross-references and any typographical errors. The foregoing ordinance was first reading by title only in accordance with Article X, Section 2(C) of the City Charter on the day of 12025, and duly PASSED and ADOPTED this-day of 2025. ATTEST: Alissa Kolodzinski, City Recorder SIGNED and APPROVED this day of 2025. Tonya Graham, Mayor Reviewed as to forni: Johan Pietila, City Attorney ORDINANCE NO. 3251 Page 3 of 3 Page 352 of 499 ORDINANCE NO. 3263 AN ORDINANCE AMENDING CHAPTERS 18.2.1, 18.2.2.9 18.2.3.130118.2.6, 18.3.12118.3.13 & 18.4.2.040.0 OF THE ASHLAND LAND USE ORDIANCE TO ALIGN WITH THE NEW CLIMATE FRIENDLY AREA REGULATIONS AND ENSURE IMPLEMENTATION OF APPLICABLE DEVELOPMENT STANDARDS. (Climate Friendly Area Adoption: Planning Action #PA-T3-2024-00013) Annotated to show deletions and additions' m to the code sections being odified. Deletions are bold suikethrough and additions are bold underlined. WHEREAS,the Climate-Friendly and Equitable Conununities rules adopted by the Land Conservation and Development Commission in July of 2022 require that cities within Oregon's eight Metropolitan Planning Organizations shall identify and re-zone Climate Friendly Areas capable of acconunodating 30 percent of each city's future population in pedestrian-friendly, mixed-use areas ; and WHEREAS,Ashland Municipal Code (AMC) 18.5.9.020.B permits legislative amendments to meet changes in circumstances and conditions. The City Council finds it is necessary to amend the Zoning Map and Land Use Ordinance to adopt two Climate Friendly Areas (CFAs) consistent with statewide requirements including development regulations for those areas that support inixed-use, walkable development consistent with statewide CFA requirements that align with the City's own long-range planning goals adopted in the Comprehensive Plan; and WHEREAS,the Railroad Property Climate Friendly Area includes 57 acres in the center of the city,just a few blocks north of downtown. The site is zoned Employment(E-1) and has been planned for pedestrian-focused mixed-use development dating back to the 2001 master plan for the site. The application of a new CF Overlay provides an opportunity to update and expand the mixed-use development opportunities for the full site; and WHEREAS,the Transit Triangle Climate Friendly Area includes 120.35 acres along the major transit corridors on Siskiyou Boulevard and Ashland Street in areas zoned a mix of Commercial (C-1), Employment (E-1) and a sinall amount of Residential Low Density Multiple Family (R-2) within the existing Transit Triangle (TT) Overlay, which currently offers optional mixed-use provisions beyond the base zone standards to facilitate a mix of housing types and businesses in an environment that is friendly to walking, biking, and using transit; and WHEREAS,the City's population exceeds 10,000 and is subject to the Oregon Administrative Rules (OAR) section 660-012-0315(2)which requires that Climate Friendly Areas be designated to accoininodate at least 30 percent of the City's future housing units, which has been determined to be 3,469 units. Per the methodology established in OAR 660-012-0315(2), the proposed Railroad Property CFA has been shown to have capacity to accommodate 2,226 housing units ORDINANCE NO. 3263 Page I of 56 Page 354 of 499 and the proposed Transit Triangle CFA has been shown to have capacity to accommodate 5,349 housing units, for a total capacity of 7,575 housing units, well over the required 30 percent of total housing units or 3,469 units determined for Ashland; and WHEREAS,the purpose of the new Climate Friendly (CF) Overlay is to encourage development and redevelopment within vibrant,walkable mixed-use centers supported by a variety of transportation options. Proposed residential uses include multi-family in mixed-use and stand-alone configurations, and townhouses, and non-residential uses include retail sales and services, restaurants, offices, and public uses. Greater concentrations of housing and businesses are mutually supporting, expanding housing opportunities and providing a better enviromnent for local business development and expansion to help residents meet their daily needs within a walkable setting. WHEREAS, Article 2. Section I 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 iinpliedly 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,the above referenced grant of power has been interpreted as affording all legislative powers home rule constitutional provisions reserved to Oregon Cities. Citv of Beaverton v. Intern ational-4ssi't ofFirqfighters, Local 1660, Beaverton Shop 20 Or. App. 293; 531 P 2d no, 734 (1975); and WHEREAS,the City of Ashland Planning Commission considered the amendment of the City of Ashland Zoning Map to identify two new Climate Friendly (CF) Overlay zones; of the Site Design Zones Map to include the entirety of the two new Climate Friendly(CF) Overlay zones within the Detail Site Review Overlay Zone; of the Ashland Municipal Code and Land Use Ordinances to include a new Chapter 18.3.14 Climate Friendly Overlay; and of Chapters 18.2.1, 18.2.2, 18.2.3.130, 18.2.6, 18.3.12, 18.3.13 and 18.4.2.040.0 of the Ashland Municipal Code and Land Use Ordinance to align with new Climate Friendly Area regulations and ensure implementation of applicable development standards, at a duly advertised public hearing on April 29, 2025, following deliberations,recommended approval of the amendments; and WHEREAS,the City Council of the City of Ashland conducted a duly advertised public hearing on the above-referenced amendments on May 6, 2025; and WHEREAS,the City Council of the City of Ashland, following the close of the public hearing and record, deliberated and conducted first and second readings approving adoption of the Ordinance in accordance with Article 10 of the Ashland City Charter; and WHEREAS,the City Council of the City of Ashland has determined that in order to protect and benefit the health, safety and welfare of existing and future residents of the City, it is necessary to amend the Ashland Municipal Code and Land Use Ordinance in manner proposed, that an adequate factual base exists for the amendments, the amendments are consistent with the comprehensive plan, that the proposed zoning map and land use code amendments are consistent ORDINANCE NO. 3263 Page 2 of 56 Page 355 of 499 with City of Ashland approval criteria for land use ordinance and zoning map amendments as set forth iii AMC 18.5.9.020.B and are consistent with the City of Ashland Comprehensive Plan, with other City policies, and with the Oregon Statewide Planning Goals and OAR 660-012-03 10 through-0330, and that such amendments are fully supported by the record of this proceeding. THE PEOPLE OF THE CITY OF ASHLAND DO ORDAIN AS FOLLOWS: SECTION 1. The above recitations are true and correct and are incorporated herein by this reference. SECTION 2. Section 18.2.1 [Zoning Regulations and General Provisions] of the Ashland Land Use Ordinance is hereby amended as follows: Chapter 18.2.1 ZONING REGULATIONS AND GENIERAL, PROVISIONS Sections: 18.2.1.010 Purpose. 18.2.1.020 Zoning Maip and Classification of Zones. 18.2.1.030 Determination of Zoning Boundaries. 18.2.1.040 Applicability of Zoning Regulations. 18.2.1.010 Purpose Chaipter 18.2.1 establishes zoning districts pursuaint to the Comprehensive Plan. Every parcel, lot, and tract of land within the City is designated with a, zoning dlistrict, or zone. The use of land is limited to the uses allowed by the aipplicable zone. 118.2.1.020 Zoning Map and Classification of Zones For the purpose of this ordinance, the City is dividledl into zones designated and depicted on the Zoning Map, pursuant to the Comprehensive Plan Maip, and summairized in Table 18.2.1.020. Table 18.2.1.020. Base Zones Overlay Zones Residential -Woodlland (WR) Airport Overlay Detail Site Review Overlay Residential - Ruirail (RR) Downtown Design Standards Overlay Residential -Single-Family(R-1-10, R-1-7.5, and) Freeway Sign, Overlay R-1-5) Residential -Suburban (R-11-3.5) Historic District Overlay ORDINANCE NO. 3263 Page 3 of 56 Page 356 of 499 Residential - Low Density Multiple Family(R-2) Pedestrian Place Overlay Residential - High, Density Multiple Family(R-3) Performance Standards Options Overlay Commercial (C-1) Physical and Environmental Constraints Overlay Commercial - Downtown (C-1-D) -Hillside Lands Employment(E-11) -HoodplIain Corridor Lainds -Severe Constraints Lainds Industrial (M-1) -Water Resources -Wildlfire Lands Speciail Districts Cromian Mill District(CM) Residential Overlay Trar sit-Triangille-Over-lay. Climate FiriendlvDygdu -------------------------------------- Health, Care Services District(HC) Norman Neighborhood District(NIN) North Mountain Neighborhood District(NM) Southern Oregon University District(SOU T 18.2.1.030 Determination of Zoning Boundaries Unless otherwise specified, zoning bouindlaries are lot lines, the centerlines of streets, and railroad right-of-way, or such lines extended. Where due to the scale, lack of scale, lack of detail or illegibility of the Zoning Map, or due to any other reason, there is uncertainty, contraidliction or conflict as to the intendledl location of a zoning bouindlary, the Staff Advisor or, upon referral, the Planning Commission or C4 Council, shall determine the boundairy as follows: A. Rights,-of-way. Boundaries that aipproximately follow the centerlines of a, street, highway, alley, bridge, railroad, or other right-of-waiy shall be construed to follow such centerlines. Whenever any public right-of-waiy is lawfully vacated, the lands formerly within the vacated right-of-way shall automatically be subject to the same zoning designation that is applicable to lands abutting the vacated) areas. In cases where the right-of-way formerly ORDINANCE O. 3263 Page 4 of 56 Page 357 of 499 served as a zoning boundary, the vacated lands within the former right-of-way shall be allocated proportionately to the abutting zones. B. Parcel, lot, tract.Where a, zoning boundary splits a lot into two zones and the minimum width or depth of a divided area is 20 feet or less, the entire lot shall be placed in the zone that aiccounts for the greater area of the lot by the adjustment of the zoning boundary. Where a zoning boundary splits a lot into two zones and the minimum width and depth of both divided areas is greater than 20 feet, the lot shaill have split zoning with lot area designated proportionately to each zone. C. Jurisdiction boundary. Boundaries indicated as approximately following a, City or County boundary, or the Urban Growth Boundary, shaill be construed as following said boundary. D. Natural features,. Boundaries indlicated as approximately following the centerlines of a river or stream, a topographic contour, or similar feature not corresponding to ainy feature listed in section 118.2.1.030, above, shall be construiedl as following such feature. 18.2.1.040 Applicability of Zoning Regulations Part 18.2 aipplies to properties with base zone, speciail district, and overlay zone designations, as follows: Table 18.2.1.040. Applicability of Standards to Zones, Plan Districts and Overlays Designation Applicability Base Zones Residential - Woodland (WR) Chapter 18.2 Applies Directly Residential - Rural (RR) Chapter 18.2 Applies Directly Residential - Single-family(R-1-10, R-1-7.5, R- Chapter 18.2 Applies Directly 1-S) Residential - Suburban (R-1-3.5) Chapter 18.2 Applies Directly Residential - Low Density Muiltiple Family(R- Chapter 18.2 Applies Directly 2) Residential - High Density Multiple Family(R- Chapter 18.2 Applies Directly 3) Commercial (C-1) Chapter 18.2 Applies Directly Commercial - Downtown (C-1-D) Chapter 18.2 Applies Directly Employment(E-1) Chapter 18.2 Applies Directly Industrial (M-1) Chapter 18.2 Applies Directly ORDINANCE O. 3263 Page 5 of 56 Page 358 of 499 Designation Applicability Special Districts Croman Mill District Zane (CM) CM District Replaces chaipter 18.2 Health Care Services Zone (HC) Norman Neighborhood District(NN) NN District Replaces chapter 18.2 North Mountain Neighborhood (NM) NM District Replaces chapter 18.2 Southern Oregon University(SOUI) Overlay Zones ,airport Overlay Modifies chapter 18.2 Detail Site Review Overlay Modifies chapter 18.2 Downtown Design Standards Overlay Modifies chapter 18.2 Freeway Sign Overlay Modifies chapter 18.2 Historic Overlay Modifies chapter 18.2 Pedestrian Place Overlay Modifies chapter 18.2 Performance Standards Options Overlay Modifies chapter 18.2 Physicail and Environmental Constraints Overlay Modifies chapter 18.2 Residential Overlay Modifies chapter 18.2 Transit_ riarrgka Cli mate rienft t�verlay Modifies chapter 18.2 SECTION 3. Section 1 .2.2 [Base Zones and Allowed Uses] of the Ashland Land Use Ordinance is hereby amended as follows: Chapter 118.2.2 BASE ZONES AND ALLOWED USES Sections: 18.2.2.010 Purpose. 18.2.2.020 Applicability. 18.2.2.030 Allowed Uises. 118.2.2.0118 Purpose Chaipter 18.2.2 regulates aillowed land uses pursuant to the Comprehensive Plan and the purposes of this ordinance, per chapter 18.1.2. ORDINANCE NO. 3263 Page 6 of 56 Page 359 of 499 18.2.2.020 Applicability All uses of land in the City are subject to the regulations of chapter 18.2.2. Certain types of land uses are ailso subject to the Speciail Use regulations in chapter 18.2.3, and some properties afire suibject to the overlay zone regulations contained in part 18.3, as applicable. 18.2.2.030 Allowed Uses, A. Uses Allowed in Base Zones. Allowed uses include those that are permitted, permitted subject to special use standards, and allowed subject to approval of a conditional use permit. Where Table 18.2.2.0130 does not list a specific use and part 18.6 does not define the use or include it as an example of an allowed use, the City may find that use is aillowed, or is not allowed, following the procedures of section 18.1.5.0140. B. Permitted Uses and Uses Permitted Subject to Special Use Standards. Uses listed as "Permitted (P)"are allowed. Uses listed as"Permitted Subject to Special Use Standards (S)" are allowed, provided they conform to chaipter 18.2.3, Special Use Standards. All uses are subject to the development standards of the zone in which they are located, any applicable overlay zone(s), and the review procedures of part 18.5. See section 18.5.1.020. C. Conditional Uses. Uses listed as"Conditional Use Permit Required (CU)"are allowed subject to the requirements of chapter 18.5.4. D. Prohibited Uses. Uses not listed in Table 18.2.2.030 and not found to be similar to an allowed use following the procedures of section 18.1.5.040 are prohibited. Prohibited uses are subject to the violations, complaiints, and penailties sections in 18.1.6.0180, 18.1.6.0901, and 18.1.6.100. E. Uses Regulated by Overlay Zones. Notwithstanding the provisions of chapter 18.2.2, additional land use standards or use restrictions aipply within overlay zones. An overlay zone may also provide for exceptions to some standards of the underlying zone. For uses allowed in speciail districts CM, HC, NM, NN and SOU, and for regulations applying to the City's overlay zones, refer to part 18.3. F. Accessory Uses. Uses identified as"Permitted (P)"are permitted as primary uses and as accessory uses. For information on other uses that are cuistomairily aillowed as accessory, please refer to the description of the land use categories in part 18.6, Definitions. G. Mixed-Use. Uses allowed in a zone individually are also allowed in combination with one another, in the same structure or on the same site, providledl all aipplicable development standards and building code requiirements afire met. H. Temporary Uses. Temporary uses requiire a, conditionail use permit under chapter 18.5.4, except as follows: ORDINANCE O. 3263 Page 7 of 56 Page 360 of 499 1. Short-Term Events. The Staff Advisor may aipprove through ministerial review short-term temporary uses occurring once in a, calendar yeah and lasting not more than 72 hours including set-up and take-down. Activities such as races, parades, and festivals that occur on puiblic property(eg., street rights-of-way, parks, sidewalks, or other public grounds) require a special event permit puirsuant to chaipter 13.03. 2. Short-Term Food Truck Event. The Staff Advisor may approve through ministeriail review the short-term temporary operation of a food truck occurring not more than once per month and lasting not more thain 72 hours including set-uip and take- down. In aidldlition to the short-term food truck event permit, food truck vendors shall obtain a business license, register for and pay applicable food and beverage tax, and receive ainy requisite inspections from the Building and Fire Departments and the Jackson County Environmental Public Health Department. Short-term food truck events are not to be permitted in residential zones. 3. Gairage Sales. Gairaige sailes shall have a duration of not more thain two days and shall not occur more than twice within ainy 365-day period. Such aictivity shall not be accompanied by any off-premises advertisement. For the purpose of this chapter, gairage sales meeting the requirements of this subsection shall not be considered a commerciail activity. 4. Temporary Buildings. Temporairy occupancy of a manufactured housing unit or similar struictuire may be permitted for a, period not to exceed 90 cailendair days upon the granting of a permit by the Building Official. Suich occuipancy may only be allowed in conjunction with construiction on the site. Said permit shall not be renewable within a six-month period beginning at the first date of issuance, except with approvail of the Staff Advisor. I. Disclaimer. Property owners are responsible for verifying whether a, proposed use or development meets the applicable standards of this chapter. Table 18.2.2.030. 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V) z z 4-1 CD z z 4-1 Ln iL± a_ rn 0Ln ru 4V1 W an CL • � au cu SECTION 4. Section 18.2.3.130 [Dwellings in Non-Residential Zone] of the Ashland Land Use Ordinance is hereby amended as follows: 18.2.3.130 Dwellings in Non-Residential Zone Where dwellings are allowed in non-residential zones, they are subject to all of the following requirements: A. Dwellings in the E-1 zone are limited to the R-Overlay and the CIF Overlay zones. See chapter 18.3.13 Residential Overlay, and chapter 18.3.114, Climate Friendly Overlay. B. Dwellings in the E-1 and C-1 zones shall meet all of the following standards, except that dwellings developed unde ini the'Tr-ans-'t-''Triangle (TT) ClimiateIFrienidly(CF) Overlaiy option are not subject to this suibsection. See section 18.3.14.040 for the aillowed uses in the TT CF overlay. 1. Mixed-Use Developments. If there is one buiilding on a site, grouind floor residentiail uses shall occupy not more thain 35 percent of the gross floor area of the ground floor. Where more than one building is located on a site, not more than SO percent of the total lot area shall be designated for residentiail uses. At least 65 percent of the gross floor area of the ground floor shall be designated for permitted uses aind uses permitted with special use standards, not including residential uses. 2. No maximum, residential densities shall a Aan'dant'al dansWar. chall not exceed 15 dwelling units per acre in the E-11 zone, 30 dwelling units per acrain the C-111 zone, an dc 611 dMA-Me I ling units par acre- in the- C-1-_D zo nee- Foo r tth-a purpose o density calculatiGns, un*ts; af loom than NO square feet of grGss h-a-bit-a-ble fi 3. Residential uses shaill be subject to the same setback, landscaping, and design standards as for permitted uses in the underlying zone. 4. Commercial-Read y Exception in, C-11-ICE zone. The limitations in this subsection on grouinid-floor residential uses do not a ly to buildings in the C-1-11)zone developed with, commercial-read y space on the ground floor complying with the following. a. The entire ground floor space must be constructed to accommodate nonresidential uses. b. If residential uses are provided immediately above the ground floor level (i.e., second floor residential), horizontal occu ancy separation, must be provided to accommodate future commercial occupancies as required by the Oregon Structure Specialty Code at the time of construictioni. ORDINANCE O. 3263 Page 25 of 56 Page 378 of 499 c. The ground floor must have an interior height of not less than 12 feet measured from the entry level finished floor to the bottom, of the structural members of the floor above. d. Residential densities,shall achieve a minimum of 30 dwelling units per acre. SECTION S. Section 18.2.6 [Standards for Non-Residential Zones] of the Ashland Land Use Ordinance is hereby amended as follows: Chapter 18.2.6 STANDARDS FOR N1ON1-RESIDENITIAL ZONES Sections: 18.2.6.010 Purpose. 18.2.6.020 Applicability. 18.2.6.030 Unified Standards for Non-Residlential Zones. 18.2.6.010 Purpose 18.2.6 sets forth lot and development standards, including minimum dimensions, area, density, coverage, structure height, and other provisions that control the intensity, scale, and location of development, for Ashlaindl's base employment zones, pursuant to the Comprehensive Plan aind the purposes of this ordinaince. 18.2.6.020 Applicability The standards contaiined in this chapter aipply to all uses and development in the city's employment zones. Property owners are responsible for verifying whether a proposed use or development meets the aipplicable standards of this ordinance, and for obtaiining Zoning Permits. 18.2.6.030 Unified Standards for Non-Residential Zones Table 18.2.6.030. Standards,for Nlon-Residential Zones, (Except as modified under chaipter 18.5.5 Variances.) ORDINANCE O. 3263 Page 26 of 56 Page 379 of 499 �Maximiuim Residential 20 d 11 la c 60 dulac 15 d-11a . __C NIA Density' (dwelling None None None units/acre) )where allowed per section 18.2.3.1301; within E-1 zone, per R-Overlay(see chapter 18.3.13 Residential Overlay). Lot Area, Width, Depth There is no minimum lot area, width or depth, or maximum Lot Coverage lot coverage; or minimum front, side or rear yard, except as required to comply with the special district and overlay zone provisions of pairt 18.3 or the site development and design standards of pairt 18.4. There is no minimum front, side, or rear yard There is no requiiredl, except where buiildings on the minimum subject site abut a residentiail zone, in which front, side, or case a, side of not less thain 101 ft and a rear rear yard, yard of not less than 10, ft per story is except 20 ft requiiredl. where The solar setback standards of chapter 18.4.8 r djoining a Setback Yards (feet) do not apply to structures, in the C-1-D zone, esidential zone. Except for buildings within 100 feet of a, residential zone, the solar setback standards of chaipter 18.4.8 do not apply to struictuires in ,the C-1 zone. See also section1 8.2.4.0130 Arterial Street Setback. 40 ft, except: 50 ft, except: 40 ft 401 ft -Where - Buiildings located more greater than 40 than 100 feet 50 ft and less from a than 55 60 ft Building HeightZ&3 residential are permitted Maximuim (feet) zone, buildings greater than 40 ft and less than SS ft are permitted in C-11 zone with ORDINANCE O. 3263 Page 27 of 56 Page 380 of 499 approvail of a, Conditional ..... ...... Use Permit. -n lrill-wl C-1-ID -yon It, with aipproval of a, Conditional Use Permit. 2 See definition of"height of building" in section 18.6.1.030. 3 Parapets may be erected up to five feet above the maximum buildling height; see also, 18.4.4.030,.G.4 for mechanical equipment screening requiirements, and 18.5.2.020 for Site Design Review for mechanical equiipment review process. Landscape Area - Minimum Nlone, except (% of developed lot area) parking areas and service stations shall meet the standards of chapters is% 18.4.3 is% 101% Parking, Access, and Circulation, a n d 18.4.4 Landscaping, Lighting, and Screening. SECTION 6. Section 18.3.12 [Site Development and Design Overlays] of the Ashland Land Use Ordinance is hereby amended as follows: Chapter 18.3.12 SITE DEVELOPMENT AND DESIGNI OVERLAYS Sections: 18.3.12.010 Purpose. 18.3.12.020 Applicability. ORDINANCE O. 3263 Page 28 of 56 Page 381 of 499 18.3.12.030 Detail Site Review Overlay. 18.3.12.040 Downtown Design Standards Overlay. 18.3.12.050 Historic District Overlay. 18.3.12.060 Pedestrian Place Overlay. 18.3.12.070 'Transit Triangle;Climate Friendly Overlay. 18.3.12.010 Purpose The Site Development and Design overlays provide special reguilations aind staindairds that supplement the base zoning reguilations which are implemented through Site Design Review. 18.3.12.020 Applicability This chapter applies to the Detail Site Review, Downtown Design Standards, Historic District, Pedestrian Place, and Transitt Triangle Climate Friendly overlays. Development located within these overlays is requiired to meet aill other applicable sections of this ordinance, except as modified by this chapter. Where the provisions of this chaipter conflict with comparable staindards described in any other ordinance or regulation,the provisions of this chapter apply. 18.3.12.03,0 Detail Site Review Overlay A. The Detail Site Review Overlay is that area defined in the Site Design Zones map. B. Development in the Detail Site Review Overlay is subject to subsection 18.4.2.040.0 in aidldlition to all other applicable sections of this ordinance. C. Any development in the Detail Site Review Overlay which exceeds 10,000 square feet or is longer than 100 feet in length or width shall be reviewed according to the Type II procedure in section 18.5.1.060. 18.3.12.040 Downtown Design Standards Overlay A. The Downtown Design Standards Overlay is that area, defined in the Site Design Zones maip. B. Development in the Downtown Design Standards Overlay is subject to section 18.4.2.060 Downtown Design Standards in addition to all other aipplicable sections of this ordinance. C. Any development in the Downtown Design Standards Overlay which exceeds 2,500 square feet shall be reviewed according to the Type III procedure in section 18.5.1.060. 18.3.12.050 Hlistoric District Overlay A. The Historic District Overlay, also referred to as the Historic Interest Area, is that area defined in the Historic Districts map. B. Development in the Historic District Overlay is subject to section 18.4.2.050, Historic District Standards in addition to aill other applicable sections of this ordinance. ORDINANCE O. 3263 Page 29 of 56 Page 382 of 499 18.3.12.060 Pedestrian Place Overlay A. Purpose. The Pedestrian Place overlay is intended to direct and encourage development of small walkable nodes that provide concentrations of gathering places, housing, businesses, and pedestrian amenities situated and designed in a,way to encourage walking, bicycling, and transit use. B. Applicability. 1. This section aipplies to properties designated as Pedestrian Places overlay on the Site Design Zones map. 2. Review Procedure. The Pedestrian Place overlay requirements apply to proposed development located in the Pedestrian Place overlay that requiires a, planning application approval, and involves development of new struictures or additions other than single-family dlwellings, accessory residential units, duplexes, and other associated accessory structures and uses. The provisions of the Pedestrian Place overlay suipplement those of the applicable base zoning district and other applicable ordinance requirements. 3. Mixed-Use Buildings in Residential Zones. Mixed-uise buildings located in an underlying residential zone require Site Design Review aipproval in accordance with chapter 18.S.,2 and are subject to the standards in subsection .1 8.4.2.040,.B, Basic Site Review Standards, rather than section 18.4.2.0130, Residential Development. Mixed-uise buildings are subject to all other applicable provisions of part 18.4, Site Development and Design Standards. dw. Thp Radantrian Pla-ar. emrarlayanid development standards; do not apply proper-ties. elleecting to develop, under the Tran-sit Triangle(TT),omerlay option. Se chapter,4,'Transit Triangle Overlay. C. Pedestrian Place Concept Plans. The Pedestrian Place Concept plans (i.e., site plan, development summary, and building illuistrations) are for the purpose of providing an example of development that conforms to the standards, and do not constitute independent approvail criteria. Concept plans are attached to the end of this chaipter. D. Development Standards. The following standards shaill apply to development in the Pedestrian Places overlay in addition to all aipplicable provisions of this chapter: 1. Buiilding Setbacks. The solar access setback in chaipter 18.4.8, Solar Access, aipplies only to those lots abutting a residential zone to the north. 2. Plazas and Landscaping Ratio. Ouitdoor seating areas, plazas, and other uiseable paved surfaces may be applied toward meeting the landscaping area requirements in chapter 18.4.4 Landscaping, Lighting, and Screening, but shaill not constitute more than 50 percent of the required area. E. Development in Residential Zone. The following standards apply to development located in the Pedestrian Places overlay and a residential zone, in addition to all aipplicable provisions of this chapter: ORDINANCE O. 3263 Page 30 of 56 Page 383 of 499 1. Special Permitted Uses. In addition to the permitted uses in the underlying residential zone, the following uises and their accessory uses are permitted suibject to the requirements of this section: a,. Professional, financial, business and medical offices, and personal service establishments. b. Stores, shops, and offices suipplying commodities or performing services. c. Restaurants. 2. Development Standards and Limitations. a,. The maximum gross floor area occupied by a special permitted use shall be 2,SOO square feet. b. Special permitted uises shall be allowed in a building or in a group of buildings incluiding a mixture of buisinesses and houising. At least 50 percent of the total gross floor area of a building, or of where there is more thain one building on a site, SO percent of the totail lot area including aiccessory uses suich as parking, landscaping and public spaice, shall be designated for residentiail uses. c. The development shall meet the minimum housing density requirements of the underlying zone. d. Mixed-use buildings shall be set back not more than five feet from a public sidewalk unless the area is used for pedestrian activities such as plazas or outside eating areas, or for a required public utility easement. e. Mixed-use developments shall have a minimum floor area ratio (FAR) of O.SO,. Plazas and pedestrian areas shaill count as floor area for the puirposes of meeting the minimum FAR. Projects including existing buildings or vacant parcels of one- half acre or greater in size shall achieve the required minimum FAR or provide a, shadow plan (see graphic) that demonstrates how development may be intensified overtime to meet the requiired minimum FAR. ORDINANCE O. 3263 Page 31 of 56 Page 384 of 499 VILLARD SST PIRG N ASHLAND ST ......... Uj 51 ........... .......... MCKELSON WY ........... . ......QLAY CREEK VVY TAKE LLMA WY <41 ORDINANCE O. 3263 Page 32 of 56 Page 385 of 499 � ' EH ST PARKER V ASFiLAfM 1 m Ml oRONE Y AV �I I OREGON ST evrnu ORDINANCE NO. 3263 Page 33 of 56 Page 386 of 499 1 Id 7 I` �� .. FASTMAN T f L, i Q IL0 )0 I I � I Figure 18.3.112.060. Pedestrian Places, Overlay ORDINANCE NO. 3263 Page 34 of 56 Page 387 of 499 0 Lq)y, 1� i � �� I 1G �I+E��➢�%JxN�i,�WM1"a�' Im ��t i511��'� �r/ r '�w V� E i r� j '� Y'g 1�Ilri �rati,'i l �� i 1 d1,�� uHr��/irAldl Pulenlia't for armlk r r o w-mmeburhaad cerAer and GrIs,Usesplus c flsrdrabl'ee kovjsirg- Ci: ty of Ashland T S P° U pi d N . Mountain Avenge and E . Main Street Pedestrian Place im .arch 2811 Revised ctiob i' 81 1 ORDINANCE NO. 3263 Page 35 of 56 Page 388 of 499 Concept.Flan. (� . wu - �'nu h A h ry n.�l n do n.�,raranns�n�r�n�n,�a,a«n ruwn arMaag�a... r Awade.y B.11di g Del8ht ya"NJnvftllaMry ldingi9,2 St y Mil use wwdal�,r� y ih ra Budding IE Md'dl 5e •` •' ,� � 1�ws'�,+ WINIa�YnSY{`�FNl�ylyA�xsa1G0.%4�wllM'llr��eueYW. r � ppp m —t „A.muw...Mr.a uw,.r^svaoa.yrn�, '1 a re rmu w t4wlRdlwPpa` 'Bo„ula. 1 rarrr✓� ®pear®. naaa�rirv7� maerr+ . f � Kd um m � 4[11MCKM 4lelak k%v>w'Y0.aWi,Prarcxgng Sd'fYIdaMY,% ..—poac-wrr Al f "w au.D e rlT, kwpstturWry µmvfarrm � ...r,�.�mv� tm�.�U ararldia c. aiypammro Ai%Education and htircardabifity f r xYsM piteme f :d#&m kb 'Nu,nl msr. ....umf.�Ni&uil�"^v�5rvdbnrk N.�A.rvm P P Nr f Bw�+Fxv¢e N,,,w� i � aalm4va;�im i f1mm1 F&ry� rn IW�(l�.', � r cwiv aw�rc mkmax.wawt womo wcaR t , a r 1 —0,4wrl(„; 7rarn spnnallonarrhd S1roortFlffli prmp.mdrit � ar rl yr �uaat vPmw�miu lry a�w rua'�, e � �. aye f a..MlrJiflN d NVxIwCMal Wk r,y ml Carrmwcninvnw Fwmummmm Anmw J W xCxnavxn tl uN® Am$,Arvz��r D.i 1 '1 - YYaim.n�n rvn ema nTmrvn,'xP..panrymrrwn,�nrvn ORDI1 ANCE NO. 3263 Page 36 of 56 Page 389 of 499 Steetscap and Fudlc Ait I I 'i mmk pukw RM LM �4nw sr�«mt Du�ik Wz xoauhrar 1 a�em 1 H.VointainkinueFuMwe;!Im m inents s Satan A,-Lookfghot �a "� '5edion8 I Fa E F n raw" i li �e«S^mavrahS't�lb�, N i t �rgl RMLM ramrnie �nw serowie 610 kNrAkirg vmY wn7mu ama,.� �., a .� �s ...� atFurimingArea., aO�LQrila UNI LB IN a1lrk�ml aiCAg111iP rR'i➢ % i q i h,�r�rratvar � � d ry�rrom;m�au F,Vain M9 Uuae ImFro mM 5eomonS-Looking&1 M'eciast kr Ric?''SheYopeFeArm ORDINANCE NO. 3263 Page 37 of 56 Page 390 of 499 �H l U '"iU rl Ji p A bf Puma Roan o r iFain rd ill y 9 rj `tw t ttetCrfr Ynglsir art hr ter Fly@ Nr.R a.. 't F 'yd i ( w ors ;I TI Skpnn`WaMartiatnRunq �Vobmr a. y-- f, H, ,IIIj 9 a ry 4 iF IV V dr tr r � i cJ f E'Mrr l:.air=�rurn•l�iq,PArmead5bm ++veak G' MurTm.Amei¢tone n r, RibkRealmi Fedt.el g P_imerr,vrzope ChME"i elrmeeu me the Gueo 9rrt td rrnribk,7.2m jj sbramaiei plmiefi nldbil"uthutrrus ribpcad lom mudo fnr2le .lQ inrxred ueoi ar ater.mwu rmdmrb.I I=td Imaud uen mdli.:a&Paeand=&am.maddbe rm l�mil 5mc wuh pn ffm Lem mMe frm mm ,v:she mreatemm a pind,:remJl findrlug acre Ncolumoda,r,a aaaa"ha.,b!rnrlr.Imi ua,dou mmug m ,lam a aenA d Am iud .. ORDINANCE NO. 3263 Page 38 of 56 Page 391 of 499 d J� it �m r a � r x i i w WIN C mwnr%rf ti'+ a94avm t9 Nqj orb'a bg ume,heY xax madcg6Q,amd mrmnnrrehaf ill . of Ashilland IP ' ' t T I Creek Road and Ashla tr e e t P tri rn c March 201 T F,dwlmd Drtob-er. m.�t t ORDINANCE NO. 3263 Page 39 of 56 Page 392 of 499 emtm r urn concept Plalin „fie i � r� MR WNW ra�XMIM&M amNecwpWpQ acp0aadai'rat aiazCauuhvuwro n�uw,rarregwr�i;7d aGrrnp, p qw. R krmen9�m the&'e&4vr xrc TUm hi"thWJ&s. d) mentSummary Ru ildliug A €19i.g 0.,Vm d4.,7Skcrcy Apanmen£.Building 5, r�� {'bYNMiA�Yxa IRllYnaVIM1 feE f N{ � �Afl Atr.� 'tirrWpr,17. ' P„ Ru ldin✓g R 7,Wr M!mW-Hawn RRoldng Fk:�L a IParplm S4amalardlsW�er i,sS,cwaq.,ru U i g Y �J .� M� �Ikxwhr ., h � Il tamole—mu.. NOBe MAP Donsiq (ap tt�.mrifi�pi ar�lj i,1, ^� jLt� � �rAwu-+,,ar-I khw� try u Y I�� A SCJ:GMI�MYIW'I9YYwSMIY: { e ., r —Nfl—aompw i V i ,!�� fY'✓u3kmtirwrrwwb'ari�Imrviw�Yh� aw C.—IPl�r rc7u— Man,cUng Remdentlal and ComrnereW Uses Rn � L � {4Mmara�P �me am as r�eauw4 ;mmn�,nr�uyru mq. g� � a a aei ,�M1i nw�rxnuuG auKKa aV�y l� a/ i � i aeeaam.mm p„ nn��, ' ,T�•«� r�� r TrammpixtarePora and SarRA r�repsUmprorweuAs AMmal5 r ��. pi Yu�,�M1 nraM1C m� a� wa y .,.«„ _..,,.,. .. .,, _.,.. ... d. a,„ •.. eu ..ben m6am frce� t.em.+le. MWwm V Ikm Hen Y 1 rt i rt ,s I ORDINANCE NO. 3263 Page 40 of 56 Page 393 of 499 GievSVW;and inteaelNar MIgn�eaWms n kjI k*plj Sricnik nPortlr �"Iu i a' .4dq[{�V@R'k1! khJmiwMcPl'� ,•�,.�, Rnmr�r8hafuutii�L4m@MtReAi1F J roar i �Iww §K rwk ik w r�I R1YAmPxa 0.1NIu11Y ram � , i n. I I yµ F1Wd fI,41GaF'a1f f � 1 3a)&Mfg, 4 ( Ef" ��A `cq 't i P�Uen�a�S�1at oa w I iW WIIYV � t 1 ;blwl ;ffw¢mwKl) Tod .. .... .. .. .....F�Pd MM�Pmtu ;MMI WtrRwlhrzArs Lrffbl r :r �hd�r�i��22C&�+.w�aVnApra�r^��r� o SKIT a-laakimgV4'o �FenOwdlE7�o�m�YCt�k�t9mndar�S ,,4 � I fi� Rs�'�s�f�m�la[�Sd�eap�N's!�!u!res ORDINANCE NO. 3263 Page 41 of 56 Page 394 of 499 NsltgnIntg thin Ptabll(Rpalm t ra'ryAlti',rvur�@;ndr� Ilb Y1 rF"o.PWX1fY� diapla�,V tom^--1 u� //�l� �,, �i✓ m,�,.� ��u ,�r r ,�..,,.. Ike,ciq 51wdnd Currvnr Aulhik,.aural �u'w m1l'.MA_ IfN� , - w., k Ir n Inr„ 1i rrt m7 urf,rvr �,✓ � ,„.�: i t � � ;'''� rravpC sr ria9n 7 �t�rV Y6 y� 5Y Rc 1.W!R.k tcj ✓r � Fr 1.011,l li,tN ly �� pf,� a frt, ��✓ '� � t"'l�", it 9 ,�yruCW Lmrre & i WOO f4+rrdd� a la, le"i1U'u'.:N and I. eg@r I ui ndhmg and tvrin M,[es{ h`(1P1Y@XI>au, Y'reSUPrrtwn,,7,{,ry,,,J Public I'idnhii Features l,�u ww,rvuy-a wx wMp,e Ati—v-at--cq,.nv .Im.,dtup mal,wt,,-r,r, b mm. ..,IA,—,,, -Lgb,n.A rr,—...amd xi p—d --sL—n.,.::ty t rr:..1w-—L n.a.,,1..ax:2. ,cud,,.,we4ssg,,,�r—L, IrnMJ,W,g wu �Itureu,n d 6aq,po �we1—Ib4p awwr.,.w r uu flmubk I-k FwwrSa•�u, ae p.'A, xwmdr. ORDINANCE NO. 3263 Page 42 of 56 Page 395 of 499 r" r t 2 �_ 1 � I��mem�a�C�ccwi�ae a c�nVwr ��u'sarru�:mei��a*Eaa��d io�d. ity of Ashiland TSB' Update r Avenue and As �d Street Pedest i Place March 2011 Fdv;im, Dcrab 2011 ORDINANCE NO. 3263 Page 43 of 56 Page 396 of 499 long T�rmy Cowo Plan ,,,.x1"Yb"Aitlp, Qfggl, 4 r FW ��f �l�i °nr R ek ��Is� Ptna re6mNd��] Dkv&miertSummmy guddiirgk235r01 (luuvdtisv r w shop X apruhowl r� Building C ISlluyRend Ulf— _ a C�An r r gildirgD.2 ivy Nsdgrbtidil lE apauaeum kps na"�ket dr�� k � . 2uildur 212Sr nl ld S 71p„rr � i 1 ve.uo o-n!f s nFa I g 3uiildirgG,2SvyPilmsClub Jill E,R"rCrmf n ;m 6 2�f�lrl� r ail ✓!�� '�,rill%�� 1 � aN' � 1 J,, f RR�d.9)1 'iYphlYi Cm,CIIna hdPJflltyfNub ��`7 ."-bp n „•/ � Mdtjple,nEEnedskle hang rhnices Rod ti al Ips 'r r5 wrry 6e.i oL a4uek Eoup�4'nBea�lil� � r I � `' �., Transpovativn;ndStrinetTap 4v E>w,a n6r&Ind.mmarttvnm Ealmu 0cemuecknit,Ed cnnc^in� a+I TiHn t-a�pla�>g�r.�xcniu�y fAa&rqur�t V ; Tmm ".� Er "' F.ebn�+wl prutir mr, �tl u i;d FSNd5iLt6CL•�t`1:11�1�11}L'�',�ti P; ORDINANCE NO. 3263 Page 44 of 56 Page 397 of 499 NearTen C'onc rN Man ''r�i �.�wn�rFianwn�kryrre�n w.p—dN& 4a N Falb w. wr %6iar ,5rpxmmr err, V;,no-ImrFrrir�rrvemmrrekrtl�+, fu±rNmnrnwrumr lrMmb�ra Mmsaiw�l�rnuara Ikzlr;M(Wlni ninS fan� 1 � �,,,„,g4"r�ra4lwftmsrrkaareMwnmeinf rJ71� 1 Y � t Y i P7� f0 ry � r esta T N c _rrwtlWAPA Sflaorltraaw 5Pw p Y ,� r ff�ewRi'wwl,vrrawn M ^T �w�L pvC kM�+fwn'y.ulm9 MMa nursk Mrmwl "�M, ,�M� k fresriarn1spkcelMwaekP M u 4 —Wjaca�Wxnure a.lNmwk S� C uHwr,16w'YlrMrrga .,.Wui"„y„„v,.w„,�„, , , molar wwwTrMwaw MUMmeiimpmurw�mwdsr eA�u¢A umrsnrc i� r „„„d rwrroauk9rrrupdA,rtM+Tkrwx p, V� �" Oipplua4p aW,atxr Murl r�drwkr ' [msnnrv�fsihayiwwxnrwuul � ;�. '� { pbtwrerthl flue Craatinq a UnlivrtrsGtyr Huib ,,,nuM fatlurlm�#aiuliwWMi+M wAllu • Yovnmfiau;'ba mm@3evnervt.!"vCYU'Yam��Eem�.masY,erP� �e.�..we;AuF"mcenit p'�xt�'kia'N n- A o a r xw k., .e ��nn�ewe> yam r .,,, it 1 Nnsµ�arUflonandRrretscapelimprovKnen EwFu H ractevrallc &' �^f�� k J 11 BSI mdc1 Gm� d' �'Ma:. u�a GnmaKtna £wYw cml P was t.eaar rJ5�. 9 .w+xmiwwau:d+a»eb da'cxrry'iked u{ev raF wvaKSnC.'14nu. P m�mrakua Fmen�q vxuem w m%wsaxd GMrm,.awrdM wA.mmaa avaW,�ank & '-� tl.Z H— u m am+mJprwamwwl,wwrN mm. ORDI ANCE NO. 3263 Page 45 of 56 Page 398 of 499 FellaMeetand intersection Design Features I� Is Y Y ', ��a,�p srnds�«o PofrerYiGtl '! S=A-Gw*�hM ON,, L 3 {�I I1�Hfn� ttl ird0j"Ilm*b Wn a I n dlwalu Mrtx NrsPotl .. .... itm9 Lam _. ,lqPotl�Frk ltrukx S WamifthiblIni j WrMrob0 r sSd waN ap aipw ... .. ... ...,. &ree,dr�' tameetai k�et ruaG�S hd2sM MG Stemap Feirc 118.3.12.070 Trar,si*'Triangle;Climate Friendly Overlay A. The Transit Triangle(T-T) Climate Friendly !CF overlayr is. that are-2 defined in th Site __sign __nee miap a lies to properties designated CF on,the Zoniinig Map. B. Development in the Transit'Trianglaeg Climate Friendly overlay is subject to chapter].8 1. , Transit Tri.art& Climate Frig dl Overlay, in addition to all other aipplicable sections of the ordinance codified in this section ORDINANCE NO. 3263 Page 46 of 56 Page 399 of 499 SECTION 7. Section 18.3.13 [Residential Overlay] of the Ashland Land Use Ordinance is hereby amended as follows: Chapter 18.3.13 RESIDENTIAL OVERLAY Sections: 18.3.13.010 Residential Overlay Regulations. 18.3.13.010 Residential Overlay Regulations A. Purpose.The Residential overlay is intended to encourage a, concentration and mix of businesses and housing that provide a variety of housing types, support resource and energy conservation, and promote walking, bicycling, and transit use. B. Appl�icabiliM.The Residential overlay applies to aill property where'Resi dlentia I Overlay (R) is indicated on the Zoning map. C. Requirements.The Residential overlay requiirements areas follows, except th dwellings developed under the Trans-it Triangle(T-T) owrlay Gption are niot subject this milasection Spa secti 21 IMAred i iser, the TT owrlay.pn44.3J4A)40-foy4he-.11-.--- uses the 1. Mixed-Use Developments. If there is one buiilding on a site, grouind floor residentiail uses shall occupy not more thain 35 percent of the gross floor area of the ground floor. Where more than one building is located on a site, not more than SO percent of the total lot area shall be designated for residentiail uses. At least 65 percent of the gross floor area, of the ground floor shall be designated for permitted uses aind uses permitted with special use standards, not including residential uses. Z. Rarddential den-sitias shall nnt axcaed 15 dwelling units per,acre. For the purpose of density calculations, units of lessri than 500 sqlulare feet of,gross h-abitablefion—r arpa nhall cn--nt ar.0 75 of a 11in' No maximum residential densities shall apply. 3. Residential uses shaill be subject to the same setback, landscaping, and design standards as for permitted uses in the E-1 District. ORDINANCE O. 3263 Page 47 of 56 Page 400 of 499 I , I . C r , I ` NN, I` il'f if 'I 1 li� s v 1 �.r , 1 , s m �I A✓ "dam r r 4 u r &sh1wid N d�Ero � u I � b 1 i ORDINANCE NO. 3263 Page 48 of 56 Page 401 of 499 SECTION 8. Section 18.4.2.040.0 [Detailed Site Review Standards] of the Ashland Land Use Ordinance is hereby amended to incorporate revised Detail Site Review overlay maps as follows: C. Detailed Site Review Standards. Development that is within the Detail Site Review overlay shall, in addition to complying with the standards for Basic Site Review in subsection above., conform to the following standards. See conceptual site plan of detail site review development in Figure I 8,4.2.040.C.1 and maips of the Detail Site Review overlay in Figures I 8,4.2.040.C.2 through 5. 1. Orientation and Scale. a. Developments shall have a, minimum Floor Area Ratio (FAR) of O.SO. Where a, site is one-half an acre or greater in size,the FAR requirement may be met through a phased development plan or a shadow plan that demonstrates how development may be intensified over time to meet the minimum FAR. See shadow plan example in Figure 18.4,2.040.C.1 a. Plazas and pedestrian areas shall couint as floor area for the purposes of meeting the minimum FAR. P'OprseJ 11to pbosc e-,,f C�evelcpmr-f pctelriclf sno6aw pclirg f�twrt: parkinT 1 7J Shadow pWi Figure 18.4.2.040.C.1.a. Shadow Phan b. Building frontages greater than 1010 feet in length shaill have offsets, jogs, or have other distinctive changes in the building faqaide. ORDINANCE NO. 3263 Page 49 of 56 Page 402 of 499 c. Any waill that is within 30 feet of the street, plaza, or other public or common open space shaill contain at least 20 percent of the waill area facing the street in display areas, windows, or doorways. Windows must allow view into working areas, lobbies, pedestrian entrainces, or display areas. Blank walls within 30 feet of the street acre prohibited. Up to 40 percent of the length of the building perimeter can be exempted for this standard if oriented toward loading or service areas. d. Buildings shall incorporate lighting aind changes in mass, surface or finish to give emphasis to entrances. e. Infill or buiildings, adjacent to public sidewalks, in existing parking lots is encouraged and desirable. f. Buildings shaill incorporate arcades, roofs, alcoves, porticoes, and awnings that protect pedestrians from the raiin and sun. 2. Streetscaipe. a. Hairdscaipe (paving material) shall be utilized to designate"people" areas. Sample materials could be uinit masonry, scored aind colored concrete, graisscrete, or combinations of the above. b. A building shaill be set back not more thain five feet from a public sidewalk unless the area, is used for pedestrian aictivities such as plazas or outside eating areas, or for a required public utility easement. This standard shall aipply to both street frontages on corner lots. If more than one struictuire is proposed for a site, at least 65 percent of the aggregate building frontage shaill be within five feet of the sidewalk. 3. Buffering and Screening. a. Landscape buffers and screening shall be located between incompatible uises on an adjacent lot. Those buffers can consist of either plant material or building materials and muist be compatible with proposed buildings. b. Parking lots shall be buffered from the main street, cross streets, and screened from residentially zoned land. 4. Building Materials. a. Buildings shall include changes in relief suich as cornices, bases, fenestration, and fluted masonry, for at least 1 S percent of the exterior wall a rea. b. Bright or neon paiint colors used extensively to attract attention to the building or uise are prohibited. Buildings may not incorporate glass as a majority of the building skin. Figure 18.4.2.040.C.1. Detail Site Review Conceptualli Site Plan ORDINANCE O. 3263 Page 50 of 56 Page 403 of 499 DETAIL 51TE REVIEW CONCEMAL SITE PLAN P'edc r�sarr rra PrimRry treet-rCront..ga �'Y7r791r7frnP Eyttwncrr(men.43Carect rArkiny r ay ... 06ploy windort+5 1,Vl,5W trCrculAt,ion Main,North Historic Dstrct and Oak Stra ORDINANCE NO. 3263 Page 51 of 56 Page 404 of 499 lA(WVAnA HT in r ulrmaW sT Pr P I DAN si PYy, a cwm8w"jjf,,*" T 0 r ,rid T sl VANI)1($7 NORMA Pi UftS ST vxw Yhw VNEV,�r9y} cv MAPLE�:j F"E,,p 0,VV N, no 1, quA5(Wr wJ y. V, 00,114AFR S V S4 Y,rr,p"1014;',T rl & a vy,V, -lRVE Y 5T ell U k, o'� A0 M W14,U0"TIR,Y L N A �LLV Sr" Vic... ......... Lrpvv,cw DR, le 8LAONfl- W ORDINANCE O. 3263 Page 52 of 56 Page 405 of 499 Figure 18.4.2.040.C.2. Detail Site Review Overlay North Main, Historic District-and, Oak Street, and Hersey Street 14 sir ........ ... "If I—I ORDINANCE O. 3263 Page 53 of 56 Page 406 of 499 Figure 18.4.2.040.C.3. Detail Site Review Overlay Siskiyou Boulevard,Ashland Street and Walker Avenue and Tolman Creek Road PAR Kd P,j A,�'Arm 95T wrirvverwarry Q MORONI A ERN S-I Jb P P L P11 ON I Sil (ALc Oro s V ol WINDWR S F61 DL R sip 11 AC C1i 2 sw WDDDLKNf)f71fd 16 Aftrq,I Al� na r. YY V- ORDINANCE O. 3263 Page 54 of 56 Page 407 of 499 Ashland Streatand Tolman Crook Road ADM,,1, honk"'A W rwd hI n 77f," i '"N m S j V lb �461 rva dru H(:�i�.IJIY Figure 118.4.2.04O.C.S.44.. Detail Site Review Overlay Crowson Road k, 'Ile do ORDINANCE NO. 3263 Page 55 of 56 Page 408 of 499 SECTION 9. 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 10. Codification. Provisions of this Ordinance shall be incorporated in the City Code and the word "'ordinance" may be 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, and text descriptions of amendments (i.e., Sections 2-10) need not be codified and the City Recorder is authorized to correct any cross-references and any typographical errors. The foregoing ordinance was first reading by title only in accordance with Article X, Section 2(C) of the City Charter on the day of 12025, and duly PASSED and ADOPTED this-day of 2025. ATTEST: Alissa Kolodzinski, City Recorder SIGNED and APPROVED this day of 2025. Tonya Graham, Mayor Reviewed as to form: Johan Pietila, City Attorney ORDINANCE NO. 3263 Page 56 of 56 Page 409 of 499 BEFORE THE CITY COUNCIL CITY OF ASHLAND,JACKSON COUNTY, OREGON June 3, 2025 In the matter of Plamung Action PA-T3-2024-00013 which includes amendments to the Ashland Municipal Code(AMC) Title 18 Land Use concerning the addition ) FINDINGS OF FACT AND of Chapter 18.3.14 Climate Friendly Overlay and ) CONCLUSIONS OF LAW associated amendments, the repeal of existing Chapter 18.3.14 Transit Triangle Overlay, and to the Zoning and Land Use Controls Map and to the Site Design Zones Map.) PURPOSE: The proposal includes a series of map and zoning code amendments intended to implement a new Climate Friendly (CF) Overlay for two proposed Climate Friendly Areas (CFAs) consistent with state Climate Friendly and Equitable Conunuilities (CFEC) rules to promote vibrant, mixed-use walkable neighborhoods. The Railroad Property CFA is proposed for the area north of downtown bounded by Oak Street, Hersey Street, Williamson Way/Russell Street, and the railroad tracks. The Transit Triangle CFA is proposed for the area in southeast Ashland along Ashland Street between Siskiyou Boulevard and 1-5 and along Siskiyou Boulevard between Ashland Street and Beswick Way. Implementation is achieved by four distinct ordinances. The first ordinance amends the land use ordinance to include a new chapter 18.3.14 Climate Friendly Overlay as implementing regulations for the land use designation, and to repeal the existing chapter 18.3.14 Transit Triangle Overlay. The second ordinance amends the Zoning and Land Use Controls Map to add the CF Overlay. The third ordinance amends the Site Design Zones Map to align the Detailed Site Design Review extent with the proposed CFA boundaries. The fourth ordinance includes a series of amendment to AMC Title 18 Land Use for clarity and consistency. PUBLIC HEARINGS: Notice was published in The Ashland News on April 8, 2025 for public hearings before the Planning Commission and the Ashland City Council. A public hearing was held at the Planning Commission on April 29, 2025 and at the City Council on May 6, 2025. Notice was also sent to the Department of Land Conservation and Development on March 4,2025. SUMMARY OF AMENDMENTS The CF Overlay is proposed for two CFAs: • The Railroad Property CFA includes approximately 57 acres in the center of the city, just a few blocks north of downtown. (see Figure I on page 2). The site is zoned Employment(E-1) with the Residential (R) Overlay for the majonity of the Findings of Fact andl Conclusions of Law Page 1 Page 410 of 499 site.The site has been planned for a pedestrian-focused mixed-use area dating back to the 2001 master plan for the site, and the CF Overlay provides an opportunity to update and expand the mixed-use development opportunities for the full site. 0 The Transit Triangle CFA includes approximately 117 acres along the major transit corridors on Siskiyou Boulevard and Ashland Street (see Fig-Lire 2 on page 3). The site is zoned a mix of Conunercial (C-1), Employment (E-1) and a small amount of Residential Low Density Multiple Family (R-2) with the Transit Triangle (TT) Overlay applying to the entire site, offering optional mixed-use provisions beyond the base zone standards to facilitate a mix of housing types and businesses in an environment that is friendly to walking, biking, and using transit. The purpose of the new Climate Friendly (CF) Overlay is to encourage development and redevelopment within vibrant, walkable mixed-use centers supported by a variety of transportation options. Proposed residential uses include multifamily in mixed-use and standalone configurations, and townhouses,and nonresidential uses include retail sales and services, restaurants, offices, and public uses. Greater concentrations of housing and businesses are mutually supporting, expanding housing opportunities and providing a better environment for local business development and expansion to help residents meet their daily needs within a walkable setting. 45 J f J 4" �o J 000 j, 00], fi'') j! rfj Ij ill 4 ...................... Figure 1: Railroad Property CFA Findings of Fact andl Conclusions of Law Page 2 Page 411 of 499 f ;t �1 1 f AVN07.. ro� o w i P= f� f1 t I � fJ j 1 W"yro �M1 NCI A YU I 1/fmnwdq n I ,e r� e�, ( J „li .� d // 77 �il��y�. Jt 1 ,...... "Ilksa ry / 17, f c ,9 I 11 f l IJ " f r� � 4 )Figure 2: Transit Triangle CFA Proposed Code Amendinents New CF Overlay implementing regulations proposed in Chapter 18.3.1.4 Climate Friendly Overlay include: AMC 18.3.14.010, .020, Establish new CF Overlay that applies in addition to and .030 supersedes base zone requirements, to be designated on the Zoning Map. AMC 18.3.14.040 Revise use standards in underlying zones: • Add attached single-family dwellings, multifamily dwellings, retail uses, restaurants, schools and parks as permitted uses for C-1 and E-1 zoned areas within the overlay. • Prohibit self-service storage in E-1 which are otherwise permitted conditionally; maintain existing prohibition in C-1 zones. • Rewire conditional use permit for wholesale storage and. distribution in E-1 zoned areas which are otherwise permitted as special uses. + Continue to permit automotive repair or service and automotive sales as conditional or special uses in C-1 and E-1 zoned areas, recognizing the presence of existing uses within the proposed CFAs. + Continue to permit drive-up uses as special uses within C-1 zoned areas,which are already capped and subject to design standards. • Add child care centers, governmental offices, offices, retail sales and services as permitted uses for R-2 zoned areas. Findings of Fact and Conclusions of Law Page Page 412 of 499 ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ AMC 18.3.14.040.0 Add special use standards for attached single-family dwellings that link access and lot frontage standards, promoting the use of alleys to serve any townhouse lots and steering developments away frown arterials. Intended to create walkability and limit curb cuts. Add special use standards for multifamily dwellings to retain mixed-use requirement (minimum 35 percent nonresidential use on ground floor, both vertical and horizontal options). Add exemptions for: • Affordable housing projects, as required by state law. • Buildings developed with `commercial-ready' ground floor space. AMC 18.3.14.050 Supersede dimensional standards in base zones to include: • New miminum density to meet or exceed miminum. 15 du/ac CFA requirement. 15 du/ac proposed in R-2, 20 du/ac proposed in E-1, and 25 du/ac proposed in C-I for more robust development tilted towards multifamily rather than townhouses. • Exceptions to minimum density proposed, consistent with state rules, for mixed use buildings that have a FAR of 2.0+ or renovations of existing structures. • Minimum FAR of 0.5 proposed, similar to existing TT overlay, to encourage robust development; not required by state rules. • Setbacks only required for development abutting residential zones outside of the overlay. • Solar setbacks limited to buildings within 100 feet of a residential zone. • Increase maxiinum height to 50 feet, with bonus up to 60 feet allowed for affordable housing(or bonus permitted by state rules, whichever is greater)- ---------------------------------------- AMC 18.3.14.060.A Apply maximum block length standard of 350 feet for new developments larger than 5.5 acres, to implement state rules. All development subject to City's block length standard of 300 to 400 feet. AMC 18.3.14.060.13 Apply 10-foot step-back for portions of buildings over 25 feet tall abutting residential zones outside of the overlay. --------------------------------------------------------------- ------------------------------------------------- The proposed amendments would repeal the existing Transit Triangle (TT) provisions in AMC 18.3.14 in their entirety. Additional changes to the C-I-D standards that apply to downtown are proposed for parity with the proposed CFAs, including: Findings of Fact andl Conclusions of Law Page 4 Page 413 of 499 • Increasing the allowed height from 40 to 50 feet outright, and from 55 to 60 feet permitted conditionally. • Removing the maximum density of 60 dwelling units/acre (dii/ac). • Permitting multifamily residential outright, without a ground-floor commercial component, when the ground floor is built to 'commercial-ready' standards and meets a iniminuin density of 30 du/ac. (Proposed AMC Table 18.2.6.030.) Similarly, changes are proposed to remove the maxiinum density standards in C-1 (currently 30 du/ac) and in E-I (currently 15 du/ac, limited to the Residential Overlay) to better support residential development citywide. (Proposed AMC Table 18.2.6.030.) Mixed-use development requirements and existing dimensional standards, including a maximum height of 40 feet, would continue to apply. Additional edits and clarifications to the Land Use Ordinance that align with the proposed CF Overlay include: ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- AMC Table 18.2.1.020 Add CF Overlay and remove TT Overlay from list of City zones and overlays. AMC Table 18.2.2.030 Remove special use standards referencing the TT Overlay for Multifamily Dwellings. Note that references to use exceptions within the new CF Overlay are not proposed within the table to limit the number of exceptions; instead, the overarching statement in AMC 18.2.2.030(E) establishes that the base zone standards -------------------------------------- may be ainended by specific overlay standards. AMC Table 18.2.2.030 Delete 'Commercial Retail Sales and Services' category that duplicates existing 'Retail Sales and Services' category, which is the preferred, defined term in 1 .6.1. AMC 18.2.3.130 Clarify option to develop residential uses within the C-I and E-I zones within the CF Overlay, separate from special use ---------------------------------------------------------standards that otherwise apply in base zones. AMC 18.2.3.130.B.2 Remove maximum.density standards for residential uses within the C-I and E-I zones (citywide), consistent with change to base zone standards. AMC 18.2.3.130.B.4 Add option for multifamily uses outright in C-I-D, exenipt froin mixed-use standards. Such developments must meet commercial-ready ground-floor requirements and achieve a ------------------------------------------------------ --ininjinuin deiisity_of 30_du/ac------------------------------------------------------------------ AMC 18.3.12.030 Expand the extent of the Detail Site Review Overlay on the Site Design Zones figures to include the entirety of both CFAs; the majority but not all of those areas are currently included. Applying the Detail Site Review Overlay will make the CFAs subject to additional design standards in -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Findings of Fact and Conclusions of Law Page 5 Page 414 of 499 1 .4.2.040 that align with the CFEC walkable urban design standards, and will require Type 11 review for developments over 10,000 SF. AMC 18.3.12.060 Limit Pedestrian Places (PP) overlay to only apply outside of CF Overlay, to avoid overlap. • Delete TT Overlay reference in 18.3.12.060.B.4. • Remove first two of three map figures in Figure 18.3.12.060, limiting extent of overlay to Main St/Mountain Ave vicinity. • Delete concept plan figures for the Tolman Creek Rd/Ashland St and Walker Ave/Ashland St pedestrian ------------------------------------------------------ -daces---------------------------------------------------------------------------------------------------------- AMC 18.3.12.070.A In list of overlays, establish that CF overlay applies to properties zoned CF on the Zoning Map AMC 18.3.13.010.0 Remove reference to Transit Triangle Overlay in ----------------------------------------------------------Residential Overlay requirements. ------------------------------------------- AMC Fig-Lire Exclude Railroad Property from the Residential (R) Overlay 18.3.13.010 by revising map figure; CF Overlay will replace and expand upon the R Overlay, AMC 18.3.13.C.2 Remove maxiinum density standards within the R Overlay, --------------------------------------------------------consistent withchange to-base-zone-standards. ---------------------------- AMC Figures Expand Detail Site Review Overlay to include full extent of [-1-8.4.2_._040_.C.2-,-3-,_4.............�_-bath-CFAs--by-revis'mg_lllap_fkgLires---------------------------------------------------- Proposed Afap Antendinents Proposed map changes to implement the CF Overlay and related changes include: • On the Zoning Map, adding the CF Overlay for the two proposed CFAs. • On the Zoning Map, removing the Residential (R) Overlay from the Railroad Property. • On the Zoning Map, removing the Pedestrian Places (P) Overlay from portions of both CFAs. • On the Site Design Zones Map, expanding the extent of the Detail Site Review Zone to fully align with the CFA boundaries. The Transit Triangle (TT) Overlay is also proposed to be removed, but is mapped in existing AMC 18.3.14, rather than on the Zoning Map. REVIEW CRITERIA The decision of the City Council together with the reconunendation by the Planning Commission was based on consideration and findings of consistency with the following factors. A. Consistency with City of Ashland approval criteria for legislative amendments, AMC 18.5.9.020.B. Findings of Fact andl Conclusions of Law Page 6 Page 415 of 499 B. Consistency with City of Ashland Comprehensive Plan and Other City Policies. C. Consistency with Oregon Statewide Planning Goals. D. Consistency with OAR Chapter 660 Division 12, Sections 0310 through 0330 related to Climate Friendly Areas EVALUATION AND COUNCIL FINDINGS: A. Consistency with City of Ashland approval criteria for legislative alnendinents and zoning wrap antendinents,A.11C 18.5.9.020.B 18.5.9.020 Applicability and Review Procedure Applications for Plan.Aniendinents and Zone Changes are as follows: B. Type III It ina), he tiecessarv./roin, titre to thne to inake legislative anietidinetits in order to conforin with the Coinprehensive Plan or to meet other changes ill circianstances or conditions. The Ave Ill procedure applies to the creation, revision, or large-scale iniplenientation of public polio' requiring City Council approval and enactinent of an ordinance; this itichides adoption of regulations, ione changes for large areas, :otie changes requiring coniprehensive plan aniendinent, con1prehensive plan wrap or text ainendinent, antie.vations (Yee chapter 18.5.8' for annexation inforinatiot,i), and urbati growth houndan7 ainendinents. The following planning actions shall be subject to the -Tipe III procedure. 1. Zone changes or anietidnients to the Zoning Map or other official inaps, except where mirror ainendinents or corrections nia'v he processed through the Ty pe 11 procedure pursuant to subsection 18'.5.9.020.A, above. 2. Comprehensive Plan changes, including text and wrap changes or changes to other official wraps. 3. Land Use Ordinance aniendinents. 4. Urban Growth Boundary aniendinents. Ashland Municipal Code (AMC) 18.5.9.020.B permits legislative amendments to meet changes in circumstances and conditions. The City Council finds it is necessary to amend the Zoning Map and Land Use Ordinance to adopt two Cliniate Friendly Areas (CFAs) consistent with statewide requirements including development regulations for those areas that support mixed-use, walkable development consistent with statewide CFA requirements that align with the City's own long-range planning goals adopted in the Comprehensive Plan, as detailed in Section B. The Council finds the land use ordinance and map amendments are consistent with Ashland Municipal Code(AMC) 18.5.9.020.B. B. Consistency with the Ashland Coinprehensive Plan and other City Policies The Ashland Coniprehensive Plat?Goal 6.10.1 states,"Ensure a range ofdif.ferent chvellitig 4,pes that provide living opportunities for the total cross section of Ashland's popidation." Policy 3 states,"Integrate housing with other compatible land rases through flexible Ionia g provisions." The proposed CF Overlay will provide expanded opportunities for Findings of Fact andl Conclusions of Law Page 7 Page 416 of 499 multifamily and townhouse development, which can support future development that expands the range of dwelling types available in Ashland. Because both of the proposed CFAs are located in areas with conunercial or eiriployinent zoning where residential development opportunities are currently limited, the CF Overlay provisions specifically address Policy 3 to integrate more housing opportunities with compatible retail, office, employment and civic land uses in those areas. The Ashland Coinprehensive Plan. Housing Goal 6.10.2 states, "Support the creation and preservation of housing that is afforclable to low and inoderate inconle households and that is connnetisurate with the incoines of Ashlatid's workfiorce." The proposed CF Overlay expands opportunities to develop higher density housing that has potential to be affordable to lower income households and includes specific provisions to allow bonus height for affordable housing developments. The _4,shlatid Coinprehensive Plan Housing Goal 6.10.3 states, "Etwourage the developinent of housing in waVs that protect the natural envirotinient atid encourage developinent patterns that reduce the effects of chinate change."Related policies reference ilifill and conipact developinentpattertis" and`"housing qf.ficienc'y policies,prograllisn ad stat'iclards" in line with the_4shlayid Ohnate and EyierD.7 Action Plan. The proposed CFAs and implementing CF Overlay support residential infill patterns in areas that are already developed and served by existing infrastructure. The development standards support compact development through increased heights, miminurn densities, and no maximum densities. Development in areas with existing infrastructure and smaller housing units at higher densities creates more efficient development patterns, while the sinaller and attached housing types permitted in the CFAs will have lower energy needs per unit compared to single-family detached units. Developing housing opportunities in mixed-use settings also creates more opportunities for residents to minimize number and length of vehicle trips to meet daily needs. The Ashland Coniprehetisive Plan Economic Development Goal 7.07.03, Policy I states, "The City, shall ione arid designate ivithit'i the Plan. Alap sufficient quantio, of landsfor counnercial and industrial uses to providefoi-the eniplqvinet'it needs of its residents and a portion Of rural resicletits consistent with the population projection for the urban area.'" There are no changes proposed to the extent of the current Commercial (C-1) and Employment (E-1) base zones. Proposed changes to remove the maximum density for mixed-use developments within those zones citywide will not decrease land for commercial and industrial uses because mixed-use development standards will continue to require a percentage of the site to be devoted to nonresidential uses. (AMC 18.2.3.130.) The proposed changes to the C-I-D zone downtown to remove density, increase height, and allow limited residential-only multifamily development are intended to enhance the Findings of Fact andl Conclusions of Law Page 8 Page 417 of 499 residential population downtown to increase demand for commercial uses, better supporting a vibrant mix of uses across downtown. (Proposed AMC Table 18.2.6.030, 18.2.3.130.B.4.) The proposed CFAs will allow a range of commercial, office, employment and civic uses, providing for employment. The addition of the CF Overlay to areas zoned C-I and E-1 will not convert any coininercial or employment land into residential, but will enhance mixed- use development opportunities on both individual sites and across the CFAs, with limited opportunities for ground-floor residential to limit competition with commercial and employment ground-floor uses. Policy 2 of the aforementioned Economic Development Goal states that the City will design the Land Use Ordinance to provide for: • "Land division atid developinetit within. eniplqpnent and inatinfacturing districts, and continue the eniplo.Vinent :otfing district which ivill provide for service, retail, and light industrial uses consistent ivith specific perforniance standards relative to heavy truck traffic, noise, dust, vibration, atid single-passetiger vehicle trips." Service, retail and light industrial uses will continue to be permitted within the CFAs subject to adopted performance standards. (AMC Table 18.2.2.030 and 18.2.3.) Proposed changes are limited to prohibiting self-service storage and requiring a conditional use permit for wholesale storage and distribution within the CFAs. • "Developinetit along SiskiVou Boulevard and,4shland Street will not priniari1v he autoniobile-oriented, but will also include attractive landscapitig and designs that encouragepedestriati, bicYcle, atidinass transitfornis of travel."Existing standards require attractive streetscape design along Siskiyou Boulevard and Ashland Street, including Ashland Street st'reetscape standards that require landscaped medians, streets trees, wider sidewalks, and pedestrian amenities. (AMC 18.4.6.040.) Development standards align with the proposed right-of-way standards, to eliminate front yard setbacks and require buildings to be located along the front property line to engage the pedestrian realm. (AMC 18.4.2.040.) The Transit Triangle CFA was selected in part because of the alignment between CFA goals and the City's existing standards for vibrant streetscapes along these streets. • "Connnercial or eniplo.Vinent iones ivhere business atid residential uses are in ixed. This is especialIv appropriate as huffers betweet'i residential. atid eniplo.vInetit or connnercial areas, atid in the Doiwitown."Proposed CFA changes focus on mixing commercial and residential uses, and proposed C-l-D changes further enhance residential development opportunities mixed with existing commercial uses,in line with this policy. Findings of Fact andl Conclusions of Law Page 9 Page 418 of 499 The Ashland Coniprehensive Plat'i includes several transportation goals and policies in Section 10.09.02 that apply to the project, including the following: • "Provide ioning that allows for a inix of land uses and traditional neighborhood developinent, which proinotes walkinq atid biel,clhig." The proposed CF Overlay creates zoning for mixed-use development, with a focus on pedestrian and bicycle connectivity, in line with this policy. • "Design the Land Use Ordinance to ensure 4shland Street is developed as a inulti- niodal corridor hichiding attractive landscaping, sidewalks, bike lanes and controlled access. Developinetit along-4shlatid Street shall be conipatible with atid support a nnilti-inodal orientation."Ashland Street st'reetscape standards have been adopted that require bicycle lanes, landscaped medians, streets trees, wider sidewalks, and pedestrian amenities. (AMC 18.4.6.040.K.) No changes to these standards are proposed with these amendments, rather, the Transit Triangle CFA location is proposed in part to take advantage of these existing standards. • "Design the Latid Use Ordinance to ensure that Siskivou Boulevard is developed as a inulti-niodal corridor with sidewalk and bilce lane facilities appropriate to the volume and speed of inotor vehicle traffic."Boulevard st'reetscape standards,which apply to Siskiyou Boulevard, have been adopted that require bicycle lanes, landscaped medians, streets trees, wider sidewalks, and pedestrian amenities. (AMC 18.4.6.040.G.1.) No changes to these standards are proposed with these amendments, rather, the Transit Triangle CFA location is proposed in part to take advantage of these existing standards. • Public transportation goals in Section 10.19.02 include the policy that, "Zoning shall allow for residential densities and a inix of connnercial businesses with wallchig distance (0tie-quarter to one-half arils) of existing and platined public transit service which support use of Public transportatioti." Both CFAs are served by existing public transportation as discussed in response to Statewide Goal 12 below, and the proposed CF Overlay zoning standards expand allowed residential densities and commercial business opportunities within walking distance of the transit facilities, in line with this policy. The Transportation SIsteni Plan (TSP) includes two projects within the Railroad Property development, the Clear Creek Drive extension (R24) and Railroad Property development (R34). The TS,P identifies four projects in the Transit Triangle related to improving sidewalks, bus shelters and intersections enhancements for pedestrians including two projects for Ashland Street Streetscape Enhancements (R38 for Siskiyou Boulevard to Walker Avenue and R-39 for Walker Avenue to Normal Avenue), Ashland Street/Tolman Creek Road (R41) and the Walker Avenue festival street (R40). Proposed development will be consistent with planned projects, and will benefit from proposed enhancements. Additionally, the City is preparing to update the City's TSP to reflect additional changes Findings of Fact andl Conclusions of Law Page 10 Page 419 of 499 within the broader Climate Friendly and Equitable Communities (CFEC)rules that include new state rules for TSP updates to promote multimodal connectivity; the updated TS,P will further enhance transportation options within the CFAs. The proposed CFAs also relate to policies included in the City's ChInate and Energv, Action Plan (CE-,40). Specifically,the plan includes strategies to address residential travel and the emissions associated with passenger cars and trucks. Coininon strategies for replacing residential travel trips in passenger cars and trucks include promoting land use development patterns that utilize existing public infrastructure and making using transit and alternate modes of transportation possible and even desirable. CFAs are predicated on this very idea of inixing land uses in areas served by existing public infrastructure in order to reduce vehicle trips, miles traveled, and associated emissions, consistent with the CEAP. The Ashland Coniprehensive Plati includes a regional plan element with performance indicators including a committed residential density for the city limits of 6.6 dwelling units per acre and targets for mixed-use/pedestrian-friendly areas. The City of Ashland participated in the regional planning process that resulted in the adoption of the Greater Bear Creelc Valley Reqiotial Plati in 2012. Cities throughout the region identified urban reserve areas (URAs) to accoininodate housing for future population growth. The City of Ashland decided to accommodate housing for future population with the Ashland's current boundaries rather than identify future growth areas on the perimeter of the city. Changes to the zoning and land use ordinance that encourage development of residential units within the CF Overlay can provide needed multifamily residential units to contribute toward accommodating future housing needs. Proposed minimum densities with the CF Overlay of 15 to 25 units per acre will ensure that the City meets the adopted performance indicators for residential density. The City Council finds and determines that the proposed land use ordinance and map amendments are consistent with the Ashland Coinprehenst've Plan and other adopted long- range plans. C. Consistency with Oregon Statewide Planning Goals The -4,shlatid Coinprehenst've Plati was originally adopted by the City Council on November 2, 1982 and acknowledged by the Land Conservation and Development Commission on Oct 7, 1983. Numerous updates were completed and acknowledged since the originally acknowledged plan including but not limited to: Chapter III Citizens Participation and Involvement (2016), Chapter IV Environmental Resources (1991), Chapter V Population Projection and Growth (199 1),Chapter VI Housing Element(2019), Chapter VII Economy (1991), Chapter VIII Parks, Open Space and Aesthetics (1991), Chapter X Transportation (1996), Chapter XI Energy, Air, Water, Conservation (1991), and Chapter XIC Regional Plan Element (2012). Technical reports and supporting documents were also acknowledged and adopted as part of the Ashland Con),prehensive Plan and include but are not limited to the following: Croman Mill Site Redevelopment Plan(2008),Normal Neighborhood Plan Framework(2015),Local Wetland Inventory and Assessment and Riparian Corridor Inventory (2009), Housing Capacity Analysis, (202 1), Findings of Fact andl Conclusions of Law Page 11 Page 420 of 499 Buildable Lands Inventory (2019), and Transportation System Plan Update (2013). The City follows the post-acknowledgement plan amendment (PAPA) process to update the Plan with new state and regional regulations as necessary and relies in part upon these prior state review processes to demonstrate compliance with all necessary requirements. GOAL 1: CITIZEN INVOL JITMENT To develop a citi.:en involvenient prograin, that ensures the opportuniofior cities to be involved in all phases of the planning process. Finding: The City of Ashland meets this requirement by having the Planning Commission serve as the Conunittee on Citizen Involvement, as well as having various citizen commissions with opportunities for the public to testify on general or specific matters. The proposed Climate Friendly Areas (CFAs) were reviewed by the Historic Preservation Advisory Committee on September 4, 2024; by the Climate and Environment Policy Advisory Committee on September 12, 2024; by the Transportation Advisory Committee on September 19, 2024; by the Housing and Human Services Advisory Committee on September 26, 2024; and by the Social Equity and Racial Justice Advisory Committee on October 3, 2024. An open house was held on September 17, 2024, advertised to the public and attracting nearly 30 participants. Additional feedback was received through an online survey, open from September 17 to November 19, 2024, that generated 70 responses. The Planning Commission reviewed the proposed CFAs and the implementing maps and code amendments at two study sessions on October 22, 2024, and February 25, 2025. The Planning Commission held a public hearing on April 29, 2025, and recommended the adoption of the Railroad Property Climate Friendly Area and the Transit Triangle Climate Friendly Area and associated code amendments. The City Council reviewed the project at the November 4, 2024, and March 17, 2025, study sessions. Opportunities to provide written and oral testimony were available at all of the conunission meetings. All of the aforenientioned meetings were conducted as hybrid meetings to allow multiple ways to engage in person or virtually. A project web page at http://www.ashlandoregon.gov climatefriendly with the project background materials, meeting materials and proposed map and code amendments was available throughout the duration of the project and was included in all meeting notices and announcements. This Goal is met. GOAL 2:LAND USE PLANNING To establish a land use plantfinq process and polic'v'fraineivork as a Basis for all decisions and actions related to use o land and to assure at'i adequate factual bases r such )f fo decisions and actions. Finding: The proposed zoning map amendments revise the extent of existing overlays, remove the Transit Triangle Overlay, and introduce a new CF Overlay centered around the Railroad Property and a significant portion of the Transit Triangle. No changes to base Findings of Fact andl Conclusions of Law Page 12 Page 421 of 499 zones are proposed. Thus, the zoning and overlays will remain consistent with the land use framework and designations established in the Ashland Coinprehensive Plan to implement Goal 2. Similarly, the proposed land use code amendments seek to refine the existing zoning district and overlay district standards. The repeal of the Transit Triangle overly and introduction of the CF overlay for the majonity of that area, along with the shift away from the Residential Overlay in the Railroad Property CFA towards the CF Overlay, will continue to support mixed-use, walkable development patterns serving commercial, employment, residential and civic uses consistent with the adopted Coniprehensive Plan goals and policies, as demonstrated in Section B above. This Goal is net. GOAL 3:A GRIC17LA TITRAL LANDS To preserve at'id inaintait'i agricultural lands. Finding: Not applicable because the proposal does not propose any land use regulation changes to agricultural lands outside of the Ashland UGB. GOAL 4:FOREST LANDS To conserve forest laticls by tnaititaitfinq the forest land base and to protect the states for econoin1, bv inaking possible econoin,icall) fi qf . . . cientforest practices that assure the continuous growing atid harvesting of forest tree species as the leadinq use otiforest land consistent with sound inanagelnet'it Of Soil, air, water, and fish and ivildlife resources and to provide for recreatiottal opportunities and agriculture. Finding: Not applicable because the proposal does not propose any land use regulation changes to forest lands outside of the Ashland UGB. GOAL 5: NATURAL RESO UR CES, SCENIC AND HISTORIC AREAS, AND OPEN SPACES To protect natural resources and conserve scenic atid historic areas and open spaces. Finding: The City of Ashland has an acknowledged comprehensive plan that complies with this goal and the proposal does not modify the existing goals and policies related to Goal 5. This Goal is met. GOAL 6. AIR, WATER AND LAND RESOURCES Q17ALITY To inait'itait'i and iinprove the quality,qf the air, water and land resources of the state. Finding: The City of Ashland has an acknowledged comprehensive plan that complies with this goal and the proposal does not modify the existing goals and policies related to Goal 6. This Goal is met. GOAL 7. AREAS SUBJECT TO NA TURAL HAZARDS To protect people and propertifi-oin natural ha.:ards. Findings of Fact andl Conclusions of Law Page 13 Page 422 of 499 Finding: The City of Ashland has an acknowledged comprehensive plan that complies with this goal and the proposal does not modify the existing goals and policies related to Goal 7. This Goal is met. GOAL 8:RECREATIONAL NEEDS To sati,6, the recreational needs of the citi.:ens qf the state and visitors and, wher e appropriate, to provide for the siting of necessai�y recreatiotial facilities including destitiation resorts. Finding: The City of Ashland has an acknowledged comprehensive plan that complies with this goal and the proposal does not modify the existing goals and policies related to Goal 8 and recreational needs. This Goal is met. GOAL 9:ECONOMIC DEVELOP ENT To provide adequate opportunities throughout the statefor a variety of econonfic activities vital to health, welfare, atidprosperitv of Oregon's citLens. Finding: The proposed zoning map amendments maintain the existing C-I and E-1 zoning within both CFAs, and expand existing opportunities for mixed uses within both CFAs through introduction of the CF Overlay in place of the R Overlay and TT Overlay. The proposed land use code amendments continue to permit a wide variety of commercial and employment land uses to support economic development, consistent with the adopted Ashland Comprehensive Plan. The expansion of allowed residential uses within areas zoned C-1 and E-1 continues to require a mix of uses rather than outright residential development, with the exception of townhouse development required by state CFA rules, affordable housing required by state rules, and residential uses with conunercial-ready ground floor spaces which can serve as either/both commercial and residential spaces over the building's lifespan. This Goal is met. GOAL 10:HOUSING To provide for the housing needs of citizens of the state. Finding: The Statewide Planning Program requires each city to inventory its buildable residential lands, project future housing needs, and provide the appropriate types and amounts of land within the UGB necessary to meet those needs. The Housing Element of the Ashland Coinprehensive Plan was amended and acknowledged in 2019. The City of Ashland has an acknowledged Housing Capacity Analysis (2021) and Buildable Lands Inventory(2024)which provide a factual basis for needed housing types and available land supply. The City has acknowledged zoning standards relating to residential development including provisions for housing density, setbacks, parking requirements, lot coverage, types, and development in environmentally or physically constrained areas. The map and code amendments do not change the zoning standards for residential areas, but rather, expand opportunities for additional residential uses within compact, mixed-use neighborhoods with existing coiurnercial and elriployinent zoning. Specific changes include: Findings of Fact andl Conclusions of Law Page 14 Page 423 of 499 • Eliminating maximum density in all areas zoned C-I and E-1 citywide, where residential uses are permitted as mixed-use. • In downtown area zoned C-1-D,eliminating maximum density,increasing allowed height from 40 feet to 50 feet outright and from 55 feet to 60 feet conditionally, and allowing multifamily residential outright without a commercial component if ground floor is built to conunercial ready standards and project meets minimum density of 30 dii/ac. • In the Railroad Property CFA, expanding the extent of areas where residential is permitted through introduction of the CF Overlay to replace the R Overlay, allowing townhouses as a residential type in addition to multifamily residential, introducing a new minimum density of 20 du/ac,eliminating the current maximum density of 15 dii/ac, and increasing the allowed height to 50 feet. • In the Transit Triangle CFA,maintaining the area where residential is permitted as part of a broader mix of uses within the CF Overlay to replace the TT Overlay, allowing townhouses as a residential type in addition to multifamily residential, increasing mininnini densities while retaining no maximum density, and maintaining the current 50-foot height limit. The City of Ashland has an acknowledged comprehensive plan that complies with this goal ,and the proposed amendments do not modify the existing goals and policies related to Goal 10,nor do the amendments modify the Ashland Coniprehensive Plarr designations for area within the Ashland UG13. The proposed map and code amendments expand housing opportunities in ways consistent with comprehensive plan goals and policies as discussed in Section B, above. This Goal is met. GOAL 11:PUBLIC FACILITIES AND SER VICES To plan and develop a titneI17, orderl17 and efficient arrangenient of public facilities atid set-vices to serve as aftaineivork-for urban. and rural developinent. Finding: The City of Ashland has master plans in place for water, wastewater and stormwater that address project population growth in the Ashland city limits and UG13.The Water Master Plan was completed in 2020 and projects and plans for an adequate water supply for a 20-year planning period. The Wastewater Master Plan was completed in 2012 and projects and plans for an adequate water supply for a 20-year planning period. The Storinwater and Drainage Master Plan was completed in 2020 and projects and plans for an adequate water supply for a 20-year planning period. The proposed map and code amendments refine existing provisions for a mix of uses in affected areas, to be served by planned infrastructure. Individual development projects will be required to demonstrate that existing infrastructure can serve the development or to develop needed infrastructure identified in master plans, at the time of development. This Goal is met. Findings of Fact andl Conclusions of Law Page 15 Page 424 of 499 GOAL 12: TR,4NSPOR TA TION To provide and encourage a sqfe, convenient atid ecotionfic transportation s.vstein. Finding: The City has an acknowledged Tratisportatiot'i �vsteln Plan. (2013). The transportation system is planned to accommodate the population growth of the community for the 20-year planning period. The proposed amendments to the approval standards clarify the improvements required for the transportation system bordering and within an annexed area, as well as safe and accessible bicycle and pedestrian facilities according to the safety analysis and standards of the governing Jurisdiction of the facility or facilities. The proposed map and code amendments affect areas with existing and planned transportation facilities designed to support an intensity of mixed-use development comparable to that proposed. The City is beginning the process to update the TS,P to comply with additional CFEC- related transportation planning requirements, which will explore further enhancements to multimodal transportation options planned for the proposed CFAs and broader community. This Goal is met. GOAL 13:ENERGY COMER J/A TION To conserve energy. Finding: The City of Ashland has an acknowledged comprehensive plan that complies with this goal and the proposal does not modify the existing goals and policies related to Goal 5. This Goal is met. GOAL 14: 17RBANIZATION To provide for ati orderh, and efficient transition fi-oin rural to urban latid use, to acconnnodate urbati population an urban. eniplo'vinent inside urban. growth boundaries, to ensure efficient use of latid, carrel to providefior livable connn unities. Finding:The proposed amendments are within the acknowledged UGB and do not propose to add additional land to the UGB or affect rural areas outside of the UGB. The proposed map and code amendments enhance opportunities for mixed-use development within the existing city limits and UGB to ensure efficient use of land. This Goal is met. Statewide Planning Goal 15: "Willamette River Greenway" The affected areas are not located within or adjacent to the Willamette River Greenway. Therefore, Goal 15 is not applicable. Statewide Planning Goal 16: 'Estuarine Resources' The affected areas are not located within the or adjacent to a designated estuarine resource. Therefore, Goal 16 is not applicable. Findings of Fact andl Conclusions of Law Page 16 Page 425 of 499 Statewide Planning Goal 17:"Coastal S,horelands"There are no coastal shorelands within the vicinity of Ashland, therefore, Goal 17 is not applicable. Statewide Planning Goal 18: "Beaches & Dunes" There are no designated beaches or dunes within the vicinity of Ashland, therefore, Goal IS is not applicable. Statewide Planning Goal 19: "Ocean Resources"There are no designated ocean resources within the vicinity of Ashland, therefore, Goal 19 is not applicable. D. Consistency with Vate Climate Friendly Area Rules (OAR 660-012-0310 to 660- 012-0330) OAR 660-012-0310: Clinzate-Friend&Areas (1) This rule, O:4R 660-012-0315, arid 0.4R 660-012-0320 appli, to cities arid coutities that: (q).4re u4thiri a metropolitati area other thari the PO l'tl(711(-Iil,,,Ieti-opolital"I Area; (b).4re inside incorporated cities or areas ulthhl allm-hallgrou,th honridory m� provided iti .section (3); atid (c) Hcme a popidation of more than 5,000 ulthiti ati w-ha grou,th honndar.l". (2) 06eS (71161 comitiesshallsmcli,and:otie ChMate-friendll,areas lbr. locations that meet thefollou,ing reqiiiremetits. (q) LOCatioris able to siipport clei elopment corisisteta ulth the land arse reqn,irements of OAR 660-012-0320. (b) The locationsshall he iri tn-isting or platmed w-hati ceriters, inchidirig dowritouws, neiqhborhaod centers, tl-(M'Sit-seri�ed corridors, or similar districts. To the aYtellt PIWCticable, climate- 1 11 filendIV areasshonld be locatedWithill, 0- i" close proximiti, to, areas plarmedfor, or prowded ii,ith, high-cierisiti,residelitial uses (71161 a hi_gh cotwentl-ati011 o emplol,ment opl),ortimities. (c) The IOM601'15,511(711 be in areas that are seriged, orplatmed1for service, hY hi�qh qualiti,,peciestriari, bic.,Vcle, (ca') The locationsshall riot he iti areas u,here dei �lopment is limited or dis(711011,ed 1ri,,proWsioris adoptedpursuant to Statel Ode PlaHnitig Goal 7. Climate- areas ma'y be CkSiq1lated in.mch areas if the localv m en goerrit has adopted reqn,irements.for dei,elopment that Will 111iti_gate potential ha:ards to lift?(71161 propertV, in compharice 114111 StatelViCh?Plamfing Goal 7. (e) Cities ma.y ciesigtiate climate-filetidli,areas within the w-ha grou,th hoimdar:i�,, hut owsicle the c,iti,, limits boutidm-y, if"tlae ollou,hr reqiiiremetits are met: (A) The area is CO)Itig/1011S With the city' limits bouticlary; (R) The proi,isioti of urbariserikes is contitigetit iipon arm,(W(ViOrl into the c,iti, limits arid the area is reach4,ser0ceable u4th w-han Water, seu,er StW'MlVater, (71161 trarisportation. "Readi/V serWceable" means that ni-ban iii,fi,-asti,-iictiire ,5�et'i,ice.s are riearbi,arid coo de he provided to (711011,' Findings of Fact andl Conclusions of Law Page 17 Page 426 of 499 coristriictiori oti the site u4tliiri otieyear of an 01)J)hCati0l"IfOl' a bnilding perinit; (C") The :orfing that uIll be apphed 111)'01"I aHriexation, based oil the city coiner eliensive 1)�1(7ri' Cla?,5�igi,,iatioiifor' the areq, is consistent 1 Oth clinlate- ftietidli,area requirenterits; (D) The conral, ill 14111iCh the siibject area is located lias adopted a consistent coiial)i-elieiisii,el)r1(7ri' cla?,5�igi,,iatioii,foi,- the area, Mid ( ) The citi,cari delnoristrate that at least 70percerit o coinplete atinexation 0J)J)hCati0I"IS 141itIl il I the lastOe.vears have beery approi�ed WitIl il I orie.vear of the date of coniplete arinexatioti application. Chinate-fileticIA,areas sliall liave a nfininnnn u4dth of 750,feet, inchichrig allY hater al l'i_gIltS 0f1kYI.'VIhat ina.v be nnioned. Cotiliguons chinate-fileticIA,are a,3141itll distinct land iise requirenterits nia'v be considered cwnulath elv to deinonstrate conipliance WitIl the ininiinnin uldtli reqnirelnent. Exceptioris to diese inininnan dinien.00W71 reqiiireinetas are a!1014,ed ebte to riamral barriers, siwh as rh ers; or due to long-terin barriers iti the bifill eiwirownetit, siicli asfteel4la' Ex s ception are also allou,ed ffpotential chniate-frieridli,areas are cotistrained bl,ac(jacent areas plarined atid_owed to meet itidn,strial hVid needs. Finding: The City of Ashland is subject to the CFA requirements, per section (1). The proposed CFAs are located within planned urban centers: the Railroad Property CFA is within a neighborhood center and the Transit Triangle CFA combines a neighborhood center and transit-served corridor along Ashland Street. Both areas have already been planned for a mix of uses including residential,commercial and employment opportunities, with additional proposed code amendments to fully align with the CFA land use requirements in OAR 660-012-0320,satisfying subsections(2)(a)and(b). (Proposed AMC 18.3.14.) Both CFAs are served by existing transit: The Rog-Lie Valley Transportation District (RVTD)operates Line 17 serving Hersey Street, on the north edge of the Railroad Property CFA, and Lines 17, 10 and IX all serve the Transit Triangle CFA along Ashland Street and/or Siskiyou Boulevard. Bicycle lanes and sidewalks are present along all arterials and collectors within the CFAs,including enhanced painted bike lanes and bike boxes installed along Ashland Street through the CFA in 2024. These bicycle, pedestrian and transit facilities provide high-quality service to the proposed CFAs, satisfying subsection(2)(c), There are no areas within the proposed CFAs that are Goal 7 identified hazard areas, satisfying subsection (2)(d). (Comprehensive Plan Environmental Resources Element.) The entirety of the proposed CFAs is within the City limits, satisfying subsection(2)(e). The proposed Railroad Property CFA is an irregular rectangle,and averages approximately 850 feet nortli-south and 2,400 feet east-west that easily accommodates a 750-foot- diameter circle within the majority of the area. The proposed Transit Triangle CFA is an irregular shape, with a central node originating at the Ashland S,treet/Siskiyou Boulevard Findings of Fact andl Conclusions of Law Page 18 Page 427 of 499 intersection that is roughly triangular, with sides ranging from 1,700 to 2,000 ft and that can easily accommodate a 750-ft diameter circle. There are additional areas that extend along Ashland Street and Siskiyou Boulevard to take advantage of transit corridors and existing land use patterns that are as narrow as 250 feet included within this CFA, consistent with state guidance. (Climate-Friendly Areas Methods Guide, page 14.) Subsection(2)(f) is satisfied for both proposed CFAs. This OAR is met. OAR 660-012-031.5, Designation of Climate Friend1j,Areas (I) TheCkSiql1atiOl"I �f Q chniate- frier0h,areas refers to theprocess ofstia-kingpotel"Itial ChMate-friew-111, areas and adOJ)ti1`1g lall6l sane reqnireinents M161cliniate-filew-11v elements irito coinprehensive plans, as PrOAJde(-1 irl this rille. Cities all6l conrities subiect to the reqnirelnents of 0x4R 660-012-0310141ith apopidation greater thati IQ,000 shall cksigtiate ChMate-friewhl,areas sufficient to acconilnoe-late at least 30 per. eta of the total idetitified rininber q,f honsing nnits riecessal-v to meet all ciirrerit andfittin-e honsing nee(-Is b'i,, CalCUlatilig :otied bifilditig capaciti, as provide(-1 iti section (2), or nsing an alterriative inetho(-Iologn,a5�pro0ck?(-1 iri 0?4R 660-012-0320(']Q). (q) A local govertinient incn, (-lesi_griate orie or nacre chinate- I filencIN areas to accoln1nodateat least 30percerit o lionsingwlits. (b) The total rnanber q honsing units necessary to ineet all ciirrerit and firtrrrehoiisitig tieeds shall be deteriniriecIftoin the local goiFerinnents inost recetitli,, adoptecl arld acknoivlecgeclal lallSiS Of 1101,sing capaciti,and nee(kc]hoiisitig consistent ulth OR 19 7.296 at the thne it Was m-loptec], lad, adding the total mare ber of existirig(_114,ellitig infits iclentffiied ill the hWNahle land ini7entoi,v to the alltidpatec,nwirber offialire tieeded hoiisitig nrfits over the plarnlirigperio(-1 of the hoiisitig capaciti,analYsis. Finding: The City's population exceeds 10,000 and is subject to this section. Two CFAs are proposed to accommodate at least 30 percent of housing units, determined to be 3,469 units. (See calculation of housing need in CFA Study, page 21.) This OAR is net. () Cities and cowlties snbiect to section Q) shall talc idate the honsing unit capaciti, 114111il"I ChMate-friew-111,areas, as.follows: (q) Regardless of existing (ki7elopinent in a ChMate-friew-111, area, de ter mitre the p,otei,,itial ,5�qiiai,-e.footcige of loned builc1hlgC(`1J)aCit1,fior each tiet dei�elopable area base(-1 oll propose(-1(ki7elopinerit staticlards for the climate-filetidli, areq, inchichrig applicable setbacks, allowe(-1 building heiglits, open space reqiiireinellts, oti-site par kirig reqnirenients, atid all other applicable Per�qldatiOIIS Mat ivoidd iinpact the clei elopablesite area. TVithin clei elopecl areas ivith no blocks_greater tharl 5.5 acres, anah,sis of net clei elopable areas inq.v be conductecl,for each citi, block, ulthout regard to properti,, bouticlaries 10thill the block TVithin areas of 5.5 acres or inore honncled hi, streets, the local governineta shall assinne the saine ratio q gross land area to riet land area as that i,i,liich exists ill the luostfidli, eki,elopecl urbati center 10thill the citi, or connti,. (b) Tf71ere the local goverrilnent has iiot established a inaxiinnin bifilditig heigla, a5�snined building height shall be 85fieet. For the pin-pose Of Cakldathlg :oriecl Findings of Fact andl Conclusions of Law Page 19 Page 428 of 499 building CCII)aCity, Cities M161 connties Inav assinne the folloiving ninnber offloors 10thin innIti,stol-i, bifilditi-gs, base(-I oti (71101 ved biiildirig heights: 0) Thirtvfieet alloivs tivo.flaors. (R) Foqv,feet aII0141S three floors. (C") Fffi�vftet (D) Sixtvfieet C1110141S.fol-fivefloors. (F") S'evetiti,-fiveftet ( " i -seven s. F) Eighti- ve.feet allou,sJbi, floot- (c) If a local governinerit a110141S height borinses above the niaxiinnin hiii1dirig heights nsecl'for calcula stioti in suh,sectiori the IOM n I goverinerit lnaY itichicle 25 percel"It of that additiotial ione(-I bifilditig capaciti,1 vhen the borinses: (J) .~thou, huilding heights ahove the lifininnnns estahli,she(-I iti O4R 660-012- 0320($), crrrcl - (R) .41lolk, height borinses,for j)vbhcIv-.mhsidiie(-I hoiisitig servirig hon,selloh-Is With ari iticoine cif"80 percent or less q the area lneChM I househo hI iticoine, or height honiiseslbr the consil-netion of accessihIe divelling nnits, as (-Iefine(l ill 0.4R 660-008-0050(4)(a), ill excess 0 inirfilnnin reqiiireinetffs. (cl)LOMI governinetits,shall assuine that residential 6114,ellitigs 1011 occnj�j,30perceta of the :oriecl bifilditig capacity calcidate(-I in snh,sectioris (a), (b), and (c�) ivithin clh iafe-filen&),, areas. Piihhe parks arid operi space areas ivithiri c1hna to-fir areas tilat are'prechide(-Ifiroln (-levelopinent ,511all riot be inchided in calcidations of ione(-I hiiildirig CCII)aCity, bia inay he coutited toivar(-Is initfinutin,area M161chinetisioiial reqnireinenr� for ChIl Wte-frien(-Ill, areas. Zonirig and (-levelopinent standards for pithlic parks arid ope�i,Sj)ace areas are exenipte(-I'fi-oln COMI)hM( ee ivith al"Id the l 11se reqnireinenr� iti 04R 660-012-0320 ifthe a-visaing :otiing staticlards (-Io riot a110141 residetaial, coininel-Cial or Q lce nses. (c,i LOMI goverrilnents Shall assinne ari average chvelling nnit,sile 'fq 900sqnarejeet. Local govertwients shall n,se the average 6114,ellitig nrfit siie to convert the sqllare fiaotage qf:oriecl resh-lential huilding capacity calculated ill snbsection (61) into an estiinate of ninnber Of(-114,ellitig nnirs that ina.'V be accolinnodated ill the chinale- fire el"ICIN area. Finding,OAR 660-012-0315(2): The proposed Railroad Property CFA has been shown to have capacity to accommodate 2,226 housing units and the proposed Transit Triangle CFA has been shown to have capacity to accommodate 5,349 housing units, using the methodology in this section, for a total capacity of 7,575 housing units. (See Housing Capacity Analysis Update in Exhibit E.) This OAR is net. I...I (,6) Cities M161 connties inn,st ad0j)t IM161 use reqnireinenr� a,5�provide(-I ill O:4R 660-012- 0320, M161 clearli, identifiy the chinate-fi-ienclIV areas iri their coinprehensive plan inaps, coinprehetisive platis, ionirig 11laps, 01. :orfirig co(-Ies; il"MhCatecl h.i, larid nse (-lesignatiol"I, Findings of Fact andl Conclusions of Law Page 20 Page 429 of 499 oirerlai,, :orie, or shnilar inecharfisins. Adoption q lc~rid iise reqnireinentS M161fiW-hHgSf0l' the plan, cocle, M')IMI) MIlendinent shall include the.follol 0rig.- (q) Cities atideonnties siibject to,section (1)shallproWde inaps shou,ing the location of all actc)l),tedClillr(7te-fi,-ieiiclll,,areas, and siip tale inetaal Materials to CAM101IStPate that chinate-fi-iend1j,, areas COH'tahl SUfficient :otied resiclential hiiildirig capaciti, to accoln1nodate 30 percent q total hon,sing iinits a,5�proWded iti section (2), or usirig an alternath e inetho(-Iologn, a,5� Pro0ck(-1 in OAR 660-012-0320(101), atid hased on adopted latid n,se reqiiirenients in these are a,5 as proWded in OAR 660-012-0320. 06eS M161 conntiessiihlect to sectioti (3) shallprovk-le )IMI),5,5110141il"Ig the location of the adopted chniate- firietidli, area. Local goverrinients siihlect to (1) or (31) shall contahiirig'the irilbrination arid anali,,,si's requi.re(-I h i sectioi 1 (4)for an'i, ChMate-friew-111, areas that Were not itichicled iri the initial stia-li, speq'fled in section (41). (b)Docinneritation of the ninnber Of tOtC71 00SMIg dii,elling nnits, accessible 6114,ellitig nnits, arid iticoine-restricted dii,elling units u4thin all ChMate-friew-111, areas. IThere precise data is riot ai,ailahle, laical governnients inpi,provide esthnates base(-1 on best ai ailable hiforinatioti. (c)Docinnentatioti that all m-lopteclatidapplicable Iciiid acre-t-eqiiii�eiirei,,it,3,foi-chinale- firierlclk areas are corisisterit u4th the proW,sioris of OAR 660-012-0320. (cl) (-IeM01"IStI'ate COMI)h(Mee u4th the provisions of OAR 660- 012-0310 throiqgh 660-012-0325, atidshall inchick.- (A) MelltifiMtj011 of all origobig arid neu,,IV-ackled hoining prochiction StP ate gies the local govertwient shall rise to proinote the dewelopnient of cry foi-ciciblelioiisil,,igiri,cliiir(7te-f�-ieii(-Il ,ai�e(-t,3. Tlielo�ccilgoi,ei,-iiiri,ei,,itiir(1., ,Il.°etli,e Hoiisitig Pr ochictiori Strategi, Gniclance for Cities to re0elk, atid hkntifij, potential strategies, (,is provided in OAR 660-008-0050(3,). These strategies shall be incorporated inter fianwe housirig production strategi,, reports, (,is provide in OAR chapter 660, c1h,ision 8. (R) MeHtifiCati011 of all origoing atid neu,l),-adcled horsing prochiction StP ate gies the local goi,ertinient shall nse to pre i ent the &SIVacenient q nienihers of state and feckral protecte(-1 classes hl ChInate-friew-111, areas. Finding,ssiiall inchick a (-Iescriptiori Of/10141 thestrategies uIll he hnpl'einetited hased on cotisideration of relent red neighborhood f1pologies atid the inost eft"cthre ineaswvs to pre verit ch'splaceineta hase(-1 oti tip,ologi,. The local goi�ertnnent niai, nse the Housirig Prodnetioti Strategi, Gnk-larice for Cities, along ulth the dePartinerit's "Atai-Displacenient aM-1 Geritqfikatioti Taolkit to idel"Itify the inost efective ineaswvs to pre i erit &SIVacenient based on neighborhood tij)ologies. These strategies shall be hIC01J)'01'atecl itffofiaure 110UShIg PPOCIUM01"I Stl'ategn,reports, as proWdecl iti OAR chapter 660, dhIsion 8. Finding: Proposed zoning map amendinents include a proposed Climate Friendly (CF) Overlay to clearly identify the CFAs, as shown in Exhibit B. Exhibit E includes supplemental documentation of the CFAs' housing capacity showing that there is capacity Findings of Fact andl Conclusions of Law Page 21 Page 430 of 499 for 7,575 housing units, well over the required 30 percent of total housing units or 3,469 units determined for Ashland. Documentation of existing dwelling units by category is provided in Exhibit F, in response to subsection(6)(b). The Railroad Property is estimated to have 45 existing dwelling units., and the Transit Triangle is estimated to have 270 existing dwelling units. These findings include documentation that the existing and proposed land use requirements for the proposed CFAs meet the CFA rules in-03 10 to -03 25, satisfying subsections (6)(c) and (d). Relevant housing production strategies that promote affordable housing and prevent displacement are detailed in the Climate Friendly Area studies prepared by the Rogue Valley Council of Governments (RVCOG) and included here with Exhibit G, satisfying subsection (6)(d). This OAR is met. OAR 660-012-0320, Land Use Requirentents in Ghnate FrienLIvAreas (1) Cities arid counties subject to the pro0sions o 0?4R 660-012-0310 ,shall iticorporate the requirenients iti sections (21) through (7) of this rule irito policies atid dei,elopinent re,qulations drat ill all ChMate-friew-111, areas. Cities arid counties shall either iricotporate theprow'.Oons i.nsection (8) irito (-Iei,elojnnent requlati0l"IS,for chniate- areas, or shall deinonstrate 141itIl ad0j)te(-I fiw-hnqs arid anal),,sis t1lat alterriati.ve (-levelopnient PeqUlati0l"IS,for chniate- firiericlIv areas uIll coinpli,, ivitli the requireinetits in section tf adopting inore than one ChMate-fi-iendl),, area, a c,iti,, or• couriti, waY (-IeJII0I"IStI-ate coinphatice 10th either section (81) or sectioti (9) for eacli chinate-fi-ienclIV area, provk-lecl that all requirenients.for each respective chinate-filetidli,area are inet. () Except as riote(I in suhsectioti (a) and section (), clei,elopnieta regulations for a ChMate-friew-111, area ,511(711 all0li,sitigle-use arid nfixecl-use developinerit 10thin incfiWdual bn&-hn.qs and ch?iFelojnneritsites, incluchtig the.folloulng ontriqla pennitted uses: (q) Nfillti-nrfit housing and attaCh(?(-Isingle-unit housitig. Otlier residetaial buih-ling tipes ina.v be (7110u,ed, subiect to C0111J)h(Mce WWI CIPI)hcable inirfininin ch?nsitv reqnireinenr in sectioti of this rule, or alternath e land use requirenterits ('113 provk-lecl in.section (�). IY0hViIl1StaW-hHg this section, local goirertnnenr�MC1.1,require re grouw-lfloor connnercial and office uses ivitliiri otherwise single-use niulti-unit buildings, utiless a inulti-iiifit builchtig 1011 cwltahl units subi.ect to a recor(kc] a�qreeinerit that rutis ivitli the laW-I mid requires affor(-labiliti,for an establishecl il,,ic,oiri,eleirel,foi- ack.fiiiedp,er-io(-I o thue. (b) Q1�r ice-tipe uses. (c,) Noti-auto CICI)eriderit retail services, mid other COMM,e)"Cial uses. (c,() Child care, schaols, and other public uses, il,,icliiclii,,igpiiblic-sei-i,ii,,ig governinel"It ,facilities. Finding: Single uses and mix of uses are permitted with no restrictions on mixing within buildings or sites within the CF Overlay. (Proposed AMC 18.3.14.040.B.) The following uses are permitted or proposed to be permitted for all base zones within the overlay(R-2, C-1 and E-1), through a combination of proposed use standards in proposed AMC Table 18.3.14.040 and existing use standards in AMC Table 18.2.2.030: Findings of Fact andl Conclusions of Law Page 22 Page 431 of 499 • Attached single-family dwellings. • Multifamily dwellings (3+units), with mixed-use requirements to incorporate at least 35 percent of the ground floor as cominercial or office uses, with exceptions for affordable housing projects and residential uses built to commercial-ready standards. (Proposed AMC 18.3.14.040.C.2.) • Office. • Retail sales and service and restaurants. • Child care facility, schools (public and private), government offices and parks. The above uses are permitted and subject to Site Plan Review, which requires Type I or 11 review for all new development within the CF Overlay and citywide. (AMC 18.5.2.030.) This OAR is met. (3)Portions of abiating residetaial Cr.eniplo'1,riieiit-oi,-ieiitediori,e(-I(-ii-ects 10thin ahall'Inile ivalkh,i 9 CII'StaHce of a nfixed-rise area :oriecl as provide(-I iri section Q) inoj,, coiint toivar(-13 ChMate-friew-111, area reqnirenients, ff in conipharice ivith siihsec,6011115 ((7) 01- (1r). N0110HISOM-1hig eXiStillg developnient, :oi,�ie(-I resh-leHlial huilding capaciti, Shall he MIC I i latecl for the ahuffirig areas hased oti al101Ved bifilchtig heights aw-I existing iri these areas, a5 provided in J4R 660-012-0315(2) or 11sil"Ig al"I altertiative niethodologi, as provk-lecl iti 0�4R 660-012-03200 0). Resiclential clensities,for ahiitting areas shall corresporid to the chniate- firietidli,area tij)e, provicle(-I iri suhsectioris (8)(a), (h), or(c) or(.fit(a), (h), or(c). Eniplo.vinerit denSities,16r,abiatirigar easy Shall COIIIP�I' ivilh the thresholds in subsection (N. tf subsections (a) or (N are inet, rio chari_ges to ayisting:otiing or clevelopinetit staticlards are reqWredIfor these areas. (q) Resideritial areas With inirfinnan resideritial densities or existirig residetitial clevelopinerit eqnal to or greater HUM' the(-Ier is ities provide(-I h i sectioi i ($); or I...I Finding: No abutting residential or employment-oriented zoned areas are proposed to be included within the CFAs under these provisions. This OAR is not applicable. (4) LOCalgoverninents shall priorffi:e locatirig go�i,el-1,,Irllerl'tl ciliti,es that provicA? direct sei-vice to thepuhhel4lithill Chinate-filetidli,areas and shallpriorffi:e locatitigparks, opvtl space, pla:as, atid sinfilar public anienities in or twar chinate-filetidli, areas that do riot COII'tahl SlIfficient parks, open space, plc imc ,, or siinilar public anteriffies. Local governInetasshall ainend coinpreherisive plaris to rc,flect these policies, u,here riecessai-y. Streetscape reqnireinerits in chinate- 1 filendl ,, areas Shall inchide street trees arld other IM1613CCIPrig, u,herefiecisible. Finding: There are no existing governmental facilities within the Railroad Property CFA; Ashland Fire and Rescue Station No. 2 is located within the Transit Triangle CFA along Ashland St. The Transit Triangle CFA also borders the Southern Oregon University campus. Findings of Fact andl Conclusions of Law Page 23 Page 432 of 499 There are no parks within the Railroad Property CFA, however, Railroad Park and the Central Ashland Bike Path abut the CFA's southern perimeter, and North Mountain Park and Ashland Creek Park are both within one-quarter mile of the CFA. One additional site along the eastern edge of the CFA is proposed for future park and trail development, the Willows site. (Parks & Open Space Map 2024.) There is one small park, Sherwood Park, within the Transit Triangle CFA, with several additional facilities within one-quarter mile including Garden Way Park,Clay Street Park,Mountain View Cemetery,and Hunter Park. The City operates and sites general facilities, Fire & Rescue, and recreational facilities. Additional government facilities are sited by special districts independent of the City: Schools are sited by the Ashland School District and libraries by Jackson County Library Services. The Public Services element of the Comprehensive Plan includes the general goal, "To provide public utilities, services and facilities in an orderly, efficient and enviromnentally sensitive way and in sufficient quantity to meet city needs now and in the future." (Goal 9.01.03.) The goal will ensure services exist citywide to serve CFAs and drive location of additional services and facilities within the CFAs if needed to support future development. Street trees are required for all new developments fronting public and private streets, and this requirement will be applied within the CFA. (AMC 18.4.4.030.E.)Existing street trees are present along portions of Hersey Street, Clear Creek Drive and local streets within the Railroad Property CFA, and along Ashland Street, Siskiyou Boulevard, and local streets within the Transit Triangle CFA; future development within these areas will help to fill in existing gaps in street trees and private landscaping within front yard setbacks. This OAR is met. (5)Loc,algoiFerri,iirei,,it,5�,5�licilI establi,sli inaxininin, block lerigth staticlards asproOck?dbeloiv. For the pin,pose �o t1iis nde, a dei�elopinentsjte corisists �o the total,site area PPOPOsedfor �f �f developinent, absent pre0ousli, ck?dicated riglits-ofluw.y, brit it chichrig areas uIlere additiOlIal right-ofluw.y dedicatioti ino.y be required (q) For ch?i elopnierirsites less diati 5.5 acres hlsi:e, a inaxi.Innin block letigtli of 500 ,feet or less. ff,'Iiere block lerigth exceeds 350feel, a pnblic pedestriati flirongh-block easeinent shall be provided t0ftlCilitatesctle arid cotwenieta pedestrian connectiviti, il"I chinate- firieridli, areas. Siihstatilial re clew,elc, ineta of,sites wo a r o tcres o inore f 10thin ati existitig block that does trot ineet the staridard sliall proWde a puhhe pedestriati accessuvv' a110141ifig directpassaLge throiqgh the dei e eilopni it se itsiicli that tio pedestrian rower uIll a-veeed 350,feet along ariY block ices. Local govertinients inqi,,-grata exceptions to ,street atid aCcessllw.y reqin.reiner its cis provided iri 0�4R 660- 012-0330(2). (b) For ch?velopineta sites o 5.5 acres or inore, a inaxinutin, block lerigth of 350fieet or less. Local goverrinients inV.j,'gI'aHt exeinpliotis tosh,,eel reqiiireinents as provided iti 0L4R 660-012-0330(21). Finding: Block length standards for all development within the City are a maximum of 300 to 400 feet for public streets. Block spacing may be modified based on site-specific Findings of Fact andl Conclusions of Law Page 24 Page 433 of 499 factors.(AMC 18.4.6.040.E.9.) Specifically,within the proposed CFAs, a maxiinum block length of 350 feet will apply to development sites of 5.5 acres or more. (proposed AMC 18.3.14.060.A.) This OAR is met. t6) Dei elojnnent regulatiotis ina.y not inclucle a inaxinnnn cletisiti,linlitation. Finding:No maximum density limits are proposed within the CF Overlay. (proposed AMC Table 18.3.14.050.) Additionally, no miminum lot area or maxiinum FAR standards are proposed within the CF Overlay in order to avoid creating de facto maximum densities. (Proposed AMC Table 18.3.14.050.) This OAR is met. (7)Local goirertnnerits shall a(-Iopt policies atid ck?velopinerit regulations irl chinate- filendIV areas that iinplenient the following: (q) The tl'(7rl',9pO'tCltiOrl' i,ei,i,eit,,I)i'oe'e,5�s in O 4R 660-012-0325; (h) The land use requireinetits as proviclecl il"I 0�4R 660-012-0330' (c) The applicable par kitig requireinetits as proo(-Ied in O4R 660-012-0435; and (cr�) The applicahle bic.ycle parkirig reqn,ireinerits as prowded iri 0?4R 660-012-0630. Finding: See findings below for each applicable OAR. This OAR is met. (8) Local goirerninerits shall adopt either the folloiving provisiotis itao dei,elopinent regulations for climate-filetidli, areas, or Hie reqnirenients in section (9). Local goi,ernlrietits are 'riot required to eqf0rce the iWrfiiiniui' resicleritial cletisities belou,for iiri,y,(?(-I-it.°ebi�tilcliiig,5� (biiil(-Iiri.q,3tliatcoiitciiiii-esicic,rl'ti(71iri,,iit,3, asi,t,ellas o frce, coininercial, or other non-residetaial nses) if the nfixed-nse hnildiri_gs nieet a nfininnnnfloor area ratio Qf 2.0. .4 floor area Patio is the ratio of the gross ,floor area of all builditigs on a (-levelopnient site, ex-cludirig areas ulthiti huildiri_gs that are(-IeChCatecl to vehicularparkirig M161circulation, iriproporation to the tiet area of the dei elopineritsite on u41ieh the builditigs are located..4flaor area ratio of2.01 wn l(-I iticlicate t1lat the gross.flaor area of the huddirig ii,as hilee the tiet area of the site. LOCal _goirertnnents are tiot reqnired to eqforce the inirfinnan resiclential densities belou,jbr reclevelopineta t1lat rerioi,ates andack-Is resideritial units ivithin existirig builchri_gs, Tart that does Hot ad(-I resk-leHlial nrfits ontside the existitig t�wterior of the builditig. (q)Local goirertnnerits ivitli apopulation_greater flian 5,000 np to 25,000 Shallad0j)t thefiollou,ing(-Ieirelojnnent regulatiotisfor chinate-friew-111,areas; (J) 14 nfininnnn resideritial detisiti, requi.renient of 15 6114,ellitig utfits per net acre; arid (R) iWaxinnun building heiglit tio less thal"I 50,feet. Finding: Minimum densities are proposed within the CFAs as follows: 15 units per acre in areas zoned R-2,20 units per acre in areas zoned E-I and 25 units per acre in areas zoned C-1. (Proposed AMC Table 18.3.14.050.)A maximum height of 50 feet is proposed for all zones within the CF Overlay, with up to 60 feet permitted with bonus height available for Findings of Fact andl Conclusions of Law Page 25 Page 434 of 499 affordable housing developments. (Proposed AMC Table 18.3.14.050.) This OAR is met. (9) As ari alterriative to adopting the dei,elopinei'a re, idations iti sectiorl (S), local governinetas inqi,, dein0l"ISP-ate 10th and aimlisis that their adopted (-Iei elopinent regidahons,16r chinate-fi-iencIll, areas 141iIIPI-0ViCk?,16r eqnal or Ifiglier levels Qf( lopinent in chinate- ftietidli, areas than those allolk,e(-1per the staridards iti section (8). Additional ioned bnih-ling capaciti,, of 25 percei'a inaY be hichick?(-Ifior dei,elopillent re,qidations that (711011,' heiqlit borinses 16r additional :oriecl bnih-ling capaciti, ahoire estahli,she(-I inaxiinnins that areCOIISiStellt WWI OAR 660-012-0315(2)(c)(B), Slpeciflcall),,, the local goi ertnnerit nni,st (kill0l"IStPate that the alternath e deiFelopinerit PegldatiOIIS 1,011 consi,stentli,atidaypechtionsIV a110141,/61- the levels of dei,elopinei'a ckscrihed in sith,sectioris (a)-(c). Alternath e developinei'a re�qldatiOIIS nuist reqnire either a initfinniin re,sideritial (-lei i's iti,,of]5 ch k,elhrig nrfits per i tet acre or a ii iitl ini 11infloor area ratio q 1.0, asclescribed iri sectiori 65). I...I ('101) .4 local goverrinient inqi,,proWde an alternative inetho(-Iologn,fibr lorlecl re,sickritial bn,&-hngC(-1j)aCitj' MICUlati0l"IS that diflersfi-oin OAR 660-012-0315(2). The inethodologj,, nnist clearli,ckscrihe all assiiniptions arid calcidatiotisteps, Mat the lnetho(-Iologn, proWdes ari eqiial or hetter for (-leterinitfing the ionecl re,sickritial bn,&-hngC(-1j)aCitV .sr(f fkh?llt to aCCOMMOdate at least 30 percent of the total idetitiftecl rininber q,f hon,sing nrfits riecessai-i, to ineet all enri-ei'a aridfittin-e hon,sing itee(-Is 10thin ChMate-frieii(-111, areas. The alterriative inetho(-Iologn, shall be siipportecl b'1, stnches of (-Iei elopinent activiti, iti the region, inarket studies, or,sinfilar research arld anab,,,sis. Finding: The City does not propose alternative development regulations or alternative methodology for zoned building capacity. These OARs are not applicable. OAR 660-12-0325, Trams ptry fatiott ReWen,in Climate Frien i 17 Areas (1) Cities or comities, shall nse the pro0sions of this rnle to reiJeW ailien(hilents to or IM161 rise regidations iti heir of the provisiol"Is q OAR 660-012- 0060 1k,hen t1wailien(hnerit is: (q) To adopt aChMate-frietidli,area CIS PV0AJCk?6I ill OAR 660-012-0310 throngli OAR 660-012-0320, or a Aletro Regioti 2040 cetiter; or (b) TVi'Min ari adopted chinate- rie re r0h,aa or Aktro Reqion 2040 center. fi (2) Cities and comities cotisidering anienclinents to coinpreliensive plans 01- lail(-I rise re,qidations to adopt or expatida chinate-filetidli,area(-1SPI-0AJCk?6IiII OAR 660-012-0310 throngh OAR 660-012-0320, 01- a AIetro Region 2040 center, inn,st inake findings, il"Icha-ling: (a)A IHIIIM1106ial P-MISPOilation gap,sivinnary as provk-lecl iti sectiol"I (4); al"Id (b) The iiniltMioclal tratup0l'tWi0l"I g0j) SIHIMICII-y iinist iiichicle a 1)r�qlni,qi, Mipacts siiininari,, as ro0de(-I in sectiori (5) ff the deS iql latecl chinate- 1) filetidli, area as provk-lecl in OAR 660-012-0315 or Reqiori 2040 center cotitaitis a rainp, tenilitial ititersection, state liiqliu,a'i,, interstate h q1nmY, 01"ad0j)te6I0D0 T Faciliti,,Plai i. Findings of Fact andl Conclusions of Law Page 26 Page 435 of 499 Finding: The proposed action is to adopt CFAs including amendments to the zoning code for consistency with OARs pertaining to CFAs. A inultimodal transportation gap summary has been prepared and is provided in Exhibit H,which identifies bicycle, pedestrian and transit opportunities existing and proposed within the CFAs. A highway impacts summary has been prepared and is provided in Exhibit 1, owing to the presence of OR 66 and OR 99E state highways within the Transit Triangle CFA and the 1-5 ramp terminals at the eastern edge of the Transit Triangle CFA. This OAR is met. OAR 660-12-0330,Land Use Requirements (1) Cities(71161conntiesshall iinplenterapIcins cwdI(7W-Iuse Pe�qld(ViOIIS tar Sl1j)j)0)"I C0111I)OCt, nfixe(-I-use IMU-1 nse dei,elopinent patterns iri nrban cire(fs. Larld use (-Iei elol)iiieiitp(7ttet'i,,is� inust siipport ciccess Ypeople nsing peclestriari, bicYvle, aridpublic tratis1)ortcitioti riehV0l'IfS. Finding: This rule applies to the entire city of Ashland and must be met at the time the City adopts its next Transportation System Plan(TSP)update. The rule applies specifically to the proposed CFAs per OAR 660-012-0320(7)(b) and the findings below are specific to the proposed CFAs. The City is separately developing code updates to support walkable urban design that comply with this rule that will be adopted prior to the next TS,P update. This OAR is met. (2) Cities(71161 coutities ina'v allou, exeinpliol"Is to pro0sions in this rule ii,heri conditiotis oil e7 site or class ofsites it,ovld iriake those,provisions proliibjtivell, cosill" 01 1.MPOSSI ble to iinpleinent. Cities or cowities ina'v a(101)t IMU-1 iise regidations t1wt proWde for exeniptions cis provided in this section. .4rn,alloivecl exeiaiptionshall cidiwnce the purposes q this rule to the extentpl'(Wtical. CoriditiOlIS that lH('I.'j'Pl'0AJCIC,,f0I' (711ex-eniption iricha-le, hilt are riot hInite(-I to: (q) Topogrciph'1,, 01' IWtUraIjecaw-es; (b) Railrom-1s, highwq.ys, or otherperincirient harriers; (c) Lot or Saar rcelsi:e, orientcitioti, or,slicipe; (cl).4iFailcible access; (e) Existirig or noncoqforining(-Ieirelopinent; To pro0ck?,for accessibiliti,for people ulth disabilities; or. Other site constrairits. Finding: Block length standards for all development within the City may be modified based on site-specific factors such as topography, permanent barriers, existing buildings, or natural resources. (AMC 18.4.6.040.E.9.) This OAR is met. (3) Cities(71161coutitiesshall licive Icindnse regulcitioris tliatpi-oi�ick?f car-peclt;stl'i(711- fil'iel"0111 (711(-Icoii,i,,iectecliieigliboi-lioocl,3. Laridiise I'e�ql&ViOIIS Must ineet the fiollou,ing reqiiJreiiienr� ,for neigliborhood(-Iesign arid access: (q) Neighborhoods shall be desigiied ii,ith corinected riehvorks o streets, PWIIS, Findings of Fact andl Conclusions of Law Page 27 Page 436 of 499 accessi ka.ys, and other facilities to provich? ChTldati011 Withhl the neighborhoo(-I and pedestriati arid bic' s i,cle 'istein cotinecti0fl, to a(tiacetit distr s.ict .4 c ontiected sr teet tietivork is (-IeSiVahle for inotor vehicle tr(if I ,fic bw ino', , be discontirinons ii,here tiece,sscn-v to hinit exce,s,sh e through-trcwel, or to protect a saft? etwirorinient fol, 1 klallfhl�q, USifig niobiliti,devices, and bicYcling iri the neighborhood. (b)Neighbor hoo(-Is shall be(-lesignedivith directpeck?striari access to A-eY de SthlatiOIIS identified iri 0J4R 660-012-0360 0a peck?striarifacilities. (c) Cities and coutities shall set block length arid block periineter standar(-Is at distarices that ivill proOck?for pecle,strian riet14IM-h- conriecti0tv Cities atid con'I"Ities Ina.1" C11101 k' alle.1's or public peclestriarifiWilities throngh a block to be nsecl to ineel a block length or Ire r'i'rrrete�r°.s°tcrrxrlcrr°cl (c,() Cities atidcoutities sh all set Ste W-lial"CIS to reduce out-of-directiori trcwelforpeo'ple nsh ig the pe(-IeStIJ(W I or bicycle r i eti irks. Finding: All development in Ashland, including within CFAs, is required to contribute to a connected network of streets, alleys and multi-use pathways. (AMC 18.4.6.040.E.) Connectivity within and with adjacent streets is prioritized. Block lengths shall be a maximum of 300 to 400 feet and block perimeters shall be a maxiiiiiiiii of 1,200 to 1,600 feet. (AMC 18.4.6.040.E.9.a.) Streets, alleys and pathways are required to meet design standards integrating multimodal facilities for pedestrians and bicyclists to ensure that direct pedestrian access is provided, and out-of-direction travel is reduced. (AMC 18.4.6.040.G.) This OAR is met. N) Cities alle-I couraies shall have land arse regidatioris iri ewwiiercial arid iifixed-iise (-listricts that Provide for a compact (-Ieirelojnnerit patterti, eas'i, abiliti, to 14WIA- OV use inohiliti, (-le0ces, oriel a110141 direct access oti the pede,stricin, hicYcle, atid Public trati�51)ortatioti riet14IM-IfS. COMinercial or inixe(-1-use site deSigI"I lc 161 use regidations inust ineet the fiollou,ing reqnirenients: (q) elltPaHces to bnilditigs°nnist he oriente(-Ito apnbhcpe(-IeStIJaH' fiaciliti,, arid be affessible to people with inobiliti, disabilities. .4n nifinterniptecl acce,sswa.y, cow'tVard, plaiq, or other I)ecic?str-icti,,i-oi,-ieiited,31),ace nnist be provh-lecl betiveen priniary pe(-Iestrian entPaHces and the public pedestriai"I fiaciliti,, except 1 k,here the eritrance opens (hrectli,to the pe(-IeStIJa)1ftICiIitJ'. .411pedestrial"I eritrances inn,st be ck?sigtied to be barrier-free. (b) Motor vehicle parking, ch"CHIC16011, access, arid loading ina.y he located on site hesick, or behind bnih-lings. illotor i,ehicle parking, circidation, access, M161 10CIdifig inn,st not be located ori ,site betweeri bifilditigs andpnblic pecle,strianfticilities oti or C1101"Ig the P'r'irIICII':),',fi7Cirig,5�ti'eet. Bic.vch?parkitig nia.y he pernfitted (c) Ora-site aCcessi ka'ys nnist hepro0dedto directli,corinect Ifei,,pecks? triari eran itrces to puhhe pecle,strianfiWilities, to ati.j,, on-site parli-ing, and to a(Ilacent properties, (,is applicable. (4) .4111, pedestriati entrancesfiWillg M"I ori-site parliliig lot iinist he secoticlary to prhnar:i,, pedestriati etitratices (,is reqWred iti this section. Priniary pecle,strian etitrarices,lbr rases opeti to the, iiblic ninst be opera chn-ing bn,siness hours. (e) .scar-gee sites inust he (-lesigned 10th a conriecte(-I riet14IM-If 0 public pe(-IeStIJaH' Findings of Fact andl Conclusions of Law Page 28 Page 437 of 499 ficicilities to nieet the requirenterits of t1iissectiori. (/,) Dei,elopinerit ori sites ac(jacetit to ct trcinsit stop or stcitiori on ci priorit),, transit corridor ninst be oriente(-I to the tratisitstop 01- 51(7tiori. Tliesite desigtl innstprolJde a liigli lei el ofpedestrian cotinectiviti'(7W-1 anienities adiacetit to the stop, or station. there is itiadeqnatespace in the existitig right ofu,a.'V,16r tratisit hOrcish-uctnre, then the irifi-m tnwture innst be acconnnodated on site. (g) Dei elol)riieiit.°t(7ri(-ICII"Cl.s nnist be coiisistetit ivitli bic.ycle parking requireinetits in O 4R 660-012-0630. (10 These site design kind nse regidations need not cipp i,, to districts ulth a preclonfin(VIIIII iticInstrial or crW-icidtnral c1laracter. Finding: Existing site development and design standards apply to new development and redevelopment in Ashland, including within the CFAs. The CFAs are proposed to be subject to the Detail Site Review overlay, which has a lower threshold for design review and enhanced standards: new structures or additions greater than 10,000 SF in gross floor area, or longer than 100 feet are subject to Type 11 review, and most smaller development and redevelopment is subject to a Type I review unless exempt. (AMC 18.5.2.020.) Commercial, mixed-use and residential development are all subject to review. Existing design standards address the land use requirements for commercial and mixed-use development as follows: • Addressing subsection (q): Building entrances must be oriented towards the street, accessed from a public sidewalk, and located within 30 feet of the public right-of- way. (AMC 18.4.2.040.B.I.) • Addressing subsection (b): Off-street parking and vehicle circulation areas are prohibited between the building and the street, and must be located behind or to the side of the building. (AMC 18.4.2.040.B.la). Parking areas adjacent to the sidewalk or residential zones are required to screen parking with landscaping(AMC 18.4.3.080.E.6.) • Addressing subsections and (e): Development in all zones must provide a connected, continuous system of walkways linking building entrances, on-site parking, common and public open spaces, and commons area, and comiecting off- site adjacent uses to the site. (AMC 18.4.3.090.) • Addressing subsection (d): There are no specific standards for secondary entrances, but main entrances must be oriented toward the street and located within 20 feet of the public right-of-way, rather than oriented towards parking areas. (AMC 18.4.2.090.B.1.) Building entrances must be open during all business hours. (AMC 18.4.2.090.B.I.c.) • Addressing subsection 60: Large scale non-residential projects, applying to projects greater than 10,000 square feet in gross floor area, more than 100 feet of building frontage,or projects in the Ashland Street Corridor, are required to provide transit amenities as part of site design review. (AMC 18.4.2.040.D.)Amenities may include bus shelters, pullouts, and designated bus lanes in accordance with the Ashland Transportation System Plan and guidelines established by the Rogue Findings of Fact andl Conclusions of Law Page 29 Page 438 of 499 Valley Transportation Districts. Ashland's Street Design Standards. (AMC 18.4.6.040.D.2 1.) • Addressing subsection (g): See response to bike parking requirements below. • Addressing suhsectiot'i (h): There are not areas of predominately industrial or agricultural character within the proposed CFAs; this provision is not applicable. This OAR is met. (5) Cities arid counties shall liave latid use regulati0l"IS in residential riei_ghhorhoods that proWdefior slow neiqlIborlioo(-I streets coat fC)l't(7blelbi,',I iiirilie,5�,, elficient arid Sociable (-Ievelopnient J)attertis, atid provicle for corntectiviti, 10thin the neighborhood M161 10 a(Ijacent districts. Cities atid counties inust a(-Iopt larid use regulations to ineet these objectives, including but not linfitecl to those relatecl to setbacks, lotsiie M16) coiFerqqe, buih-ling orientation, arid access. Finding: Existing development and permitted future development within the proposed CFAs include employment, commercial, and mixed-use development; there are currently not exclusive residential neighborhoods present or permitted within these areas. This OAR is not applicable. (,6) Cities M16)coutitiesshall have latid use regZulatioris that ensure anto-orietited laW1 uses are conipatible 10th a conwinllitj'Wliere it is ea,5y to Walk 01" use a niobiliti, ch?Wce. .4nto- orietited lured)uses itichich? uses relate(-I to the operation, sale, Mahiteriarice, orfiieling of inotor vehicles, atid uses ii,here the use of a inotor i,eliic'le is accessory to the priniary use, iricha-ling drh e-through uses. Larid use reqUlatiOlIS inust ineet tliefO110141ifig requirenients: (q) .onto-orieritecl laW-1 Uses invest proOde scale arid corn ,eifient access opporturfities ,for people uwlkitig, easing a niobiliti, (-IeOce, or riditig a bici,cle. Emv o access to goods and ser0ces ninst be equh aletit to or better than access for people (-Irivitig a inotor i,elikle. (b) Outsicle of chin ate-filetidli,areas', cities M161C0111"Ities ina.j,,providelbr exeniptions to this rule iti cases u,here MI CIU,10-00,eritecl laW-1 use CaHlffit reasonahli, nieet the StaW-lards of this rule. Standar(-Is dei,eloped ire cases of aH, exemption ninst Protect pedestriatifiWilities. Finding: There are several auto-oriented uses that will continue to be permitted within the proposed CFAs, based on the existing base zoning and unmodified by the proposed CF Overlay,including: automotive and truck repair or service,fuel sales subject to conditional use review in most locations, and automotive sales and rental subject to conditional use review. (AMC Table 18.2.2.030.) There was robust discussion about whether to continue permitting these uses within the proposed CFAs by the Planning Conunission and City Council, but the preferred direction was to continue permitting them because there were several such uses already in operation within the proposed CFAs, where their location in proximity to other uses like shopping and recreation center allowed for multiple activities in a single trip,and the conditional use review gave the opportunity to ensure the site design was consistent with the CFAs. All of these uses will be required to meet the site design Findings of Fact and Conclusions of Law Page 30 Page 439 of 499 standards in AMC 18.4 that address pedestrian access and circulation, discussed above. Drive-up uses are already strictly regulated within Ashland, including capping the total number of drive-ups and restricting their location to the stretch of Ashland Street east of the intersection of Ashland Street and Siskiyou Boulevard. (AMC Table 18.2.2.030.) Drive-ups are subject to additional special use standards: limitations on average waiting time in line for vehicles; waiting areas to accommodate customers requiring excessive waiting time; a way for customers to leave the waiting line; flat grade for stacking areas; design to allow natural ventilation; sufficient stacking area to not obstruct public-right-of- way; and limitations on the sound level of the communications system. (AMC 18.2.3.100.) This OAR is met. OAR 660-12-0435, Parking Reforni, in Cfintate-Friendl),,Area (1) This ride applies to cities arid cout'ities that., (q).4re ivitliiri a lnetropolitat'i area; and (h) Have not adopted larid nse regidations ulthoutparkirig inandates a,5�pro0Ck?(-I ill O 4R 660-012-0420. 1...I Finding: The City adopted land use regulations without parking mandates consistent with OAR 660-012-0420 with Ordinance 3229 effective January 19, 2024. Per AMC Table 18.4.3.040, no minimum off-street parking standards apply to development citywide including within the proposed CFAs. Therefore,this OAR specific to CFAs does not apply. OAR 660-12-0630,Bicycle Parkin (1) 06eS M161 conntiesshall reqnire at'idpl(Mfior adequate par king to ineet the increasit'ig rieeclfior travel h'i,, bici,,cle and other sinall-scale inobiliti,ck?Oces. (2) Cities M161 Conntiesshall reqnire bic.ycle parking,for the.follol OrIg rises: (q).411 neu,innIti-iinit ch?iFelopinent or lifixecl-nse(-IeiFelopinent o0i i�e residential ittfits or inore a,5�pro0ck?(-I h i sectiori (3); (h).411 riel4l retail(-Ieirelopinent; (c).411 neu, office atid instimfiorial ch?iFelopinents; (c,O.411 llhrl/01'tPaHSit StOPS, lots that reqiiire land nse approval; and (e).4t) ,, IM161itse Where o street lno tot- ireli ich?parkit'ig is niaridated (3) Cities M161 conntiesshall reqnire a MilliMUM 0 ot'ie-haIf0f a covere(-I bicking 'f .1ycle par space per nrfitfor iandti-wiit and inixe(-I-use residCHtial uses. Cities M161 COW16(?S (q) .411ou,fior re(bictions or exeniptions to the inirfinntiai,parking requireinent bars ecl oil ck?i,elol)iirei,,it-spec(' cot'isiderations; arld (h) Exenipt or rechice the lnininnnn parking reqiiirelAlet'lt for certain t1pes of resiclet'itial nses that are likeli, to liave lessfiimre clewiandfior hicYcleparkilig, (4) Cities M161conntiesshall ad0j)tdeiFelopinent regulatiot'is reqiiirit'ig all reqWred bicycle Findings of Fact andl Conclusions of Law Page 31 Page 440 of 499 parking proWded inust: (q) Either allou,Wa'1,,s to lock at least hvopoitits ori a bicYcor,.le, be lklithhla 10CIMble space onli,available to authoriied users; (b) Be installed iti a inatwer to all0141spacefor the bic'ycle to be inane1werecl to a POSffiWlWhere it nia'v be secured With011t C01?fl fi iCts -0n1 stairs, other parke(-1 bic s .yvle , Walls, or other obstructions; (0 Be in a location that is corwenierit acid Well-lit„ and (4) Incluck? bic r 'ivlepaking ,51)aces acc to onnnodate large bic.ivles, includingftun ill, ai id cargo h icYcles. Finding: Mininniin bicycle parking ratios for multifamily residential (1-2 sheltered space per unit, depending on unit size), conunercial, office, industrial, institutional, public and transit stations apply to new development. (AMC Table 18.4.3.040.) Design standards require that bike parking be located near regularly used entrances with access from the right-of-way. Spaces inust meet minflnuin 72-inch by 30-inch dimensions, with maneuvering aisles, thorough illumination, and hard surfacing. Larger spaces for family and cargo bicycles are required with additional length. Secure bicycle racks such as staple racks are required. (AMC 18.4.3.070.) This OAR are met. (5) Cities arid counties shall provicle.for public bic' e p ivlaHfh1g M161(711011' andprovk-lefior parkh ig acid ai 1Ci11M.j',fi7C ilities,forsliared b ic'1,,cles w'Othel"SIM711-scale inobilitj,,ch?Wces iti ChMate-friew-111,areas, A&?tro Regioti 2040 centers, atidriear kei,,destiriations ick?rltifiecl as proi,icled iri OAR 660-012-0360. Finding: It is premature to provide public bicycle parking within the CFA because there has not been significant mixed-use development as of yet. The City has developed a series of bike corrals to provide for public bicycle parking within Downtown, where current demand is highest,and will explore expanding that program or other similar options within the CFA as they are developed. shland D�owntown- Parkin a-Ma p:TPDLF�?bidld Any public uses that are proposed will be required to provide bicycle parking meeting the City's adopted mininiums. (AMC Table 18.4.3.040.) The City has no prohibitions on facilities for shared bicycles or other small-scale mobility devices and would work with any operator proposing to locate such a service within the CFAs and/or elsewhere in the City. This OAR is met. OVERALL COUNCIL CONCLUSIONS The City Council finds and determines the approval criteria for this decision have been fully met, based on the detailed findings set forth herein,the detailed findings and analysis of the Planning Commission, and supporting documents together with all staff reports, addenda and supporting materials in the whole record. Findings of Fact andl Conclusions of Law Page 32 Page 441 of 499 Specifically, the Council finds that the proposed zoning map and land use code amendments are consistent with City of Ashland approval criteria for land use ordinance and zoning map amendments as set forth in AMC 18.5.9.020.B and are consistent with the City of Ashland Coniprehensive Plan and other City policies. The Council finds and determines that the proposed amendments are consistent the Oregon Statewide Planning Goals and OAR 660-012-03 10 through-0330. Accordingly,based on the above Findings of Fact and Conclusions of Law,and based upon the evidence in the whole record, the City Council hereby APPROVES, the ADOPTION of the following amendments to AMC Title 18 Land Use, to the Zoning and Land Use Controls Map, and to the Site Design Zones Map as reflected in the attached ordinance. Ashland City Council Approval Tonya Graham,Mayor Date Signature authorized and approved by the full Council this xxst day of June, 2025. Attest: Alissa Kolodzinski, City Recorder Date Approved as to forin: Johan Pietila, City Attorney Date Findings of Fact andl Conclusions of Law Page 33 Page 442 of 499 EXHIBITS A. Ordinance#3249 amending the Ashland Land Use Ordinance to repeal Chapter 18.3.14 Transit Triangle Overlay and replacing it with a new Chapter 18.3.14 Climate Friendly Overlay(new Chapter 18.3.14 attached as Ordinance Exhibit A). B. Ordinance#3250 amending the adopted Zoning Map to add the Climate Friendly(CF) Overlay(new Zoning Map attached as Ordinance Exhibit A). C. Ordinance#3251 amending the adopted Site Design Zones Map to align the extent of the Detailed Site Design Review Overlay Zone to include the full extent of two newly proposed Climate Friendly Area Overlay Zones (new Site Design Zones Map attached as Ordinance Exhibit A) . D. Ordinance#3263 amending Chapters 18.2.1, 18.2.2, 18.2.3.130, 18.2.6, 18.3.12, 18.3.13 & 18.4.2.040.0 of the Ashland Land Use Ordinance to align with the new Chinate Friendly Area regulations and ensure implementation of applicable development standards. E. Housing Capacity Analysis of the CFAs F. Estimates of Existing Dwellings within the CFAs G. Housing Production Strategies to promote affordable housing and prevent displaceirient within the CFAs, ongoing and newly adopted H. Multiniodal Transportation Gap Summaries Findings of Fact andl Conclusions of Law Page 34 Page 443 of 499 Climate Friendly Area Ordinance Findings Exhibit E Housing Capacity Analysis of the Climate F'riendIly Areas (CFAs) The Rogue Valley Couincil of Governments (RVCOG) Climate Friendly Area (CFA) Study completed in, 2023 analyzed the housing capacity of three of the four potential Climate Friendly Areas (CFAs) being considered at the time using the methodology from the Oregon Administrative Rules (OAR) section 660-012-0315(2). RVCOG looked at the capacity of potential CFAs for the former Cromian MIill site, the Transit Triangle Overlay, and the Railroad Property and surrouindings. A fourth, area, the C-1-D downtown, zone was considered as a potential CFA but was not subject to a detailed capacity analysis as the C-1-D zone is largely built-out with only approximately 0.44 acres of vacant land and is a National Register of Historic Places- listed hiistoric district. After a lengthy public engagement process,the City of Ashland ultimately selected only two of the four CFAs initially considered: the Railroad Property CFA, which was adopted with the same boundaries originally considered by the Rogue Valley Couincil of Governments in their initial study, and the Transit Triangle CFA,with boundaries amended to remove already-developed High-Density Residential Property along Siskiyou Boulevard near the southeastern, portion of the triangle. On January 26, 2025, RVCOG completed a "Transit Triangle Housing Unit Capacity Recalculation" based on, the updated boundaries. Both the initial RVCOG Climate Friendly Area Study,which speaks to the Railroad Property CFA's houising unit capacity, and the supplementary "Transit Triangle Housing Unit Capacity Recalculation" based on adjusted Transit Triangle boundaries are incorporated herein, by reference and made a part of the record in support of these findings and the adoption of the proposed zoning and land use amendments. The housing uinit capacity for each, CFA is discussed in more detail below, based on, the final boundaries selected by the City Council. Page 444 of 499 Climate Friendly Area Ordinance Findings Exhibit E Transit Triangle Climate Friendly Area (CFA) Suibsequient to the Januiary 26, 2025 recalculation by RVCOG, areas zoned R-1-5, R-1- 7.5, R-3 and SO were removed from the final boundaries of the Transit Triangle CFA, as well as removing Mountain View Cemetery and adjacent Normal Avenue right-of-way. With, those adjustments, the Transit Triangle CFA as adopted includes 116.64 gross acres along the major transit corridors on Siskiyou Boulevard and Ashland Street. The site is zonied a mix of Commercial (C-1), Employment (E-1) and a small amount of Residential Low Density MIultiple Family (R-2). A revised zoninig calculation, breakdown, is provided below: Figure 1.Transit Triangle CFA Final Zoning Calculation Breakdown Zoning Gross Net Block Housing Unit Capacity Acres Area C-1 98.63 78.9 4582.61 E-1 12.31 9.85 571-84 R-2 5.7 3.35 194.62 TOTAL 116.64 92.1 5349.07 Railroad Property Climate Friendly Area (CFA) The Railroad Property CFA includes approximately 57 acres in the center of the city, just a few blocks north of downtown. The site is zonied Employment (E-1). The housing unit capacity as originally calculated by RVCOG is presented in Figuire 2 below. Figure 2.Railroad Property CFA Final Zoning Calculation Breakdown Zoning Acres Net Block Area Housing Unit Capacity E-1 57.27 38.34 2,226.8 TOTAL 57.27 38.34 2,226.8 Conclusion The proposed Railroad Property CFA has been shown, to have capacity to accommodate 2,226 housing units. The proposed Transit Triangle CFA has been, shown to have capacity to accommodate 5,3,4,9 housing units,using the methodology in this section, for a total capacity of 7,575 housing units. This exceeds the projected needed housing ithing CFAs of 3,469 housing units. I lcl�j 2 Page 445 of 499 Climate Friendly Area Ordinance Findings Exhibit F - Estimate of Existing Dwellings withiin the CFAs Transit Triangle Climate FriendIly Area (CFA) The Transit Triangle CFA includes approximately 117 acres along the major transit corridors on Siskiyou Boulevard and Ashland Street,as illustrated in, Figure I below. The site is zoned a mix of Commercial (C-1), Employment (E-1) and a small amount of Residential Low-Density Muilti-Family (R-2). Using the methodology of Oregon Administrative Rules (OAR) section 660-012-0315(2),the proposed Transit Triangle CFA has been shown to have capacity to accommodate 5,349 housing uinits. Figure 1.Transit Triangle CFA Boundaries bd Lu H I /r," 1 771 I J 77,, I ............ ............. ri W'I.................. oouJ J/1 V, Ile, IM'��"—7/1 RN cr /J ..........f, fl, R I� ' 3S il 4 L Existing dwelling uinit counts within the bouindaries of the proposed Transit Triangle CFA are detailed in, Figure 2 below. There are 270 existing dwelling uinits within this CFA,and a total of 76 of these are deed-restricted affordable housing uinits. 1q, Page 446 of 499 Climate Friendly Area Ordinance Findings Exhibit F - Estimate of Existing Dwellings withiin the CFAs Figure 2.Estimate of Existing Dwelling Units within the Trainsit Triaingle Climate Friendly Area Existing Affordable Address Dwetting Units Zoning Units 1651-75 Ashland St 29 28 C-1 2205 Ashland St 32 8 C-1 2255 Ashland St 2 C-1 1621 Clark Ave 3 C-1 1631 Clark Ave 3 C-1 1641 Clark Ave 3 C-1 1661 Clark Ave I C-1 1671-1673 Clark 2 C-1 677 Harmony Ln I C-1 1710 Harmony Cir I C-1 555 Lit Way I C-1 545 Normal Ave I C-1 1565 Oregon St 20 C-1 550 Ray Ln I C-1 1520 Siskiyou Blvdl 24 C-1 1565 Siskiyou Blvd 52 C-1 1665 Siskiyou Blvd 20 C-1 1675 Siskiyou Blvd I C-1 1731-1741 Siskiyou Blvd 9 C-1 1749 Siskiyou Blvd 15 C-1 455 Tolmain Creek Roaid I (county) 500 YMCA Way 40 40 C-1 498 Walker Avenue 8 C-1 Total Existing 2711, IS Dwelling Units I I k)mJ I t 1,0 io rv-t,, I 1 1) P, 20 2�',) I lclj 2 Page 447 of 499 Climate Friendly Area Ordinance Findings Exhibit F - Estimate of Existing Dwellings withiin the CFAs Railroad Property Climate Friendly Area (CFA) The Railroad Property CFA includes approlximately 57 acres in, the center of the city, just a few blocks north of downtown, as illustrated in Figure 3 below. The site is currently zoned Employment (E-1),with a Residential (-R) Overlay in place for the majority of the site. The site has been planned as a pedestrian-focussed mixed-uise area dating back to the 2001 master plan for the site, and the CF Overlay provides an oppolrtuinity to update and expand the mixed-wise development opportunities for the fuill site. Using the methodology of Oregon, Administrative Rules (OAR) section 660- 012-0315(2),the proposed Railroad Property CFA has been shown to have capacity to accommodate 2,226 housing units. Figure 3.Railroad Property CFA Boundaries . .......... 1JW .......... �0 JJ11 wr ................. 1 01-1 , 1 ;4WA Page 448 of 499 Climate Friendly Area Ordinance Findings Exhibit F - Estimate of Existing Dwellings withiin the CFAs Existing dwelling uinit counts within the boundaries of the proposed Railroad Property CFA are detailed in, Figure 4 below. There are 45 existing dwelling units within this CFA. None of these are deed-restricted affordable housing uinits,although, one currently-vacant property within, the CFA has obtained land use approval to construct fouir deed-restricted affordable housing uinits. Figure 4. Estimate of Existing Dwelling Units within the Railroad Property Climate Friendly Area Address Existing AffordoW e Zoning 200 Cleair Creek 1 E-I 184 Clear Creek (3,4,5,6) 4 E-I 180 Clear Creek (201-203) 3 E-I 172 Clear Creek (201) 1 E-I 164 Clear Creek (201) 1 E-I 153 Clear Creek (201) 1 E-I 151 Clear Creek (201) 1 E-I 149 Clear Creek (201-203) 3 E-I 146 Clear Creek (201)_ 1 mm E-I 127 Clear Creek 1 E-I 123 Clear Creek (201, 202) 2 E-I 121 Cleair Creek (201,202) 2 E-I 109 Clear Creek (301, 302) 2 E-I 108 E Hersey St 1 E-I 394 E. Hersey 1 E-I 496 Oak Street 1 E-I 498 Oak Street 2 E-I 479 Russell (201-205) 5 E-I 474 Russell (201-204) 4 E-I 478 Russell (201-205, 207) 6 E-I 441 Williamson 1 443 Williamson 1 E-I To tall Dwolling'O nit s 45 Ili of /"'�J lum"i Cl t A INP, 202�',) 1 ;4WA I lcli 4 Page 449 of 499 Climate Friendly Area Ordinance Findings Exhibit G Anti-Displacement Evaluation In accordance with the Climate-Friendly aind Equitable Communities (CFEC) rule requirements,the City of Ashland evaluated potential displacement risks associated with the designation of Climate Friendly Areas (CFAs). Using the Oregon Department of Land Conservation and Development's (DLCD) Anti-Displacement Toolkit as a guide,the evaluation focused on minimizing impacts to existing vulnerable populations while promoting equitable development opportunities. The Railroad Property CFA and the Transit Triangle CFA were in part selected based on a spatial analysis of neighborhood vulnerability,with aidldlitional refinements made to avoid stable residential areas at risk of dlisplacement. Ashland's CFA implementation strategy prioritizes development on underutilized commercial (C-1) and employment (E-1) lands,where increased building heights (up to 50 feet outright and 60 feet for aff orclable housing) and the elimination of maximum density caps create new opportunities for housing and mixed)-use redevelopment.These zoning adjustments, combined with citywide elimination of minimum off-street parking requirements and targeted affordable housing incentives,align with anti-displacement best practices.This approach is particularly important given many of Ashland's neighborhoods are experiencing "laite-stage gentrification"where housing pressures are increasing as noted in the Council approved RVCOG Climate Friendlly Area Study. The RVCOG Climate Friendly Area (CFA) Study, including the Anti-Displacement Analysis and aissociaited spatial equity evaluation, is incorporated herein by reference and made a part of the record in support of these findings and the adoption of the proposed zoning and land use amendments. By designating CFA areais within where significant redevelopment opportunities still exist along targeted commercial corridors,and excluding stable residential neighborhoods, Ashland aims to promote equitable growth while reducing the risk of involuntary displacement of existing residents. Spatial Analysis and Neighborhood Typologies A spatial analysis of housing inequities and neighborhood typologies across Ashland was conducted at the census tract level ais part of the Ashland CFA Study.The analysis evaluated five key indicators—income vulnerability,the presence of historically disadvantaged populations, precarious housing conditions, housing market aictivity, and demographic change—to assess varying levels of vulnerability across different neighborhoods. of l ',f ifuY':_(:i C1 t A INP, 202�',) A INI tf 11q, I Page 450 of 499 Climate Friendly Area Ordinance Findings Exhibit G Neighborhoods were then compared against Jackson County averages and classified into typologies reflecting different degrees of housing insecurity and susceptibility to mairket- dlriven pressures. The selected CFAs—Railroad Property and Transit Triangle—were identified as having relatively low residential vulnerability and classified as"emerging opportunity"areas in the RVCOG study.These areas are characterized by undlerutilized commercial and employment lainds rather than concentrations of precarious housing. To further minimize displacement risk,the final boundaries of the Transit Triangle CFA were adjusted to exclude R-2 and R-3 residentially zoned aireas along Siskiyou Blvd., containing existing stable residential neighborhoods with limited redevelopment opportunities. This deliberate exclusion prevents the imposition of new minimum densities or heightened redevelopment pressures on established residential communities.As a result,the CFA implementation supports compact, walkable growth along transit corridors without exaicerbating housing insecurity in vulnerable aireas. Ashland Housing Production S,traitegy(HPS,) In implementing Climate Friendly Areas (CFAs} consistent with Oregon Administrative Rule (OAR) 660-012-0400,the City of Ashland recognizes the critical importance of ensuring equitaible access to housing opportunities while minimizing displacement risks for existing residents. Building upon the adopted 2023 Housing Production Strategy (HPS),this exhibit identifies tairgeted aictions and policy tools to promote the development and retention of aiffordable housing within CFAs.These strategies focus on expanding housing choice and implementing ainti-displaicement measures.The goail is to align Ashland)'s CFA implementation with the City's broader housing aiffordability,equity,and sustainaibility objectives, ensuring thait all residents — particuilairly lower-income and historically underserved populaitions — can benefit from the opportunities CFAs are intended to create. In May 2023,the City of Ashland aidloptedl its Housing Production Strategy (HPS),which identifies specific aictions and implementation steps to address housing affordability, promote a diverse range of housing types, and support the preservation of existing affordable housing. The HPS outlines a coordinated strategy to expand partnerships with affordable housing developers, encourage new development opportunities, wind strengthen housing stability for Ashland residents. 1 A INI tr I lcl�j 2 Page 451 of 499 Climate Friendly Area Ordinance Findings Exhibit G The implementation of Climate Friendly Areas (CFAs) — specifically the Railroad Property CFA and Transit Triangle CFA — directly advances several key strategies identified in the HPS. The actions outlined below describe how the proposed CFA adoption supports the City's broader housing goals as identified in the adopted HPS. HPS Strategy F Evaluate Increasing Allowances for Residential Dwellings in Commercial and Employment Zones: "The Cit, could evahiate increasing allowances for residetitial divellitigs in connnercial and eniplqwnetit :oties, such as relnovinq residential density caps and allowing all. increased ainowd of residential uses iti ground floor coininercial spaces. [This strateD.I Encourages the developinetit of inore dense inultifaind),honsiiig iti connnercial and nfi.Ved-use)ones." Although the Housing Production Strategy V does not directly create new housing units, it establishes critical zoning changes that expaind opportunities for residlentiail development within commercial and employment zones. The Strategy wars developed in recognition that traditional zoning practices,which often limited or discouraged residential uses in these areas, contributed to constraints on housing supply and affordability. By allowing greater residential use,removing density caps,and encouraging mixed-use development,Strategy F helps create more flexible land use patterns that accommodate a broader range of housing types. This approach not only supports increased housing production but ailso promotes more vibraint, walkable neighborhoods were housing, jobs, and services are integrated, further advancing the City's goals for sustaiinable and equitable growth. CFA Implementation Actions: • Building Height lncreases: 0 50 feet allowed outright in CFAs; up to 60 feet for affordable housing. • Elimination of Maximum Density Standards: • No maximum density within CFAs • No maximum densities in C-1 and E-1 (with Residential Overlay) zones citywide. • Minimum Residential Densities Established within CFAs: o 15 du/aic in R-2 zones, 20 du/ac in E-1,and 25 du/ac, in C-1. • Removal of Off-Street Parking Requirements: 0 Eliminated citywide in 2023. ol l ',f i lum"i C1 t ',A,0L A NP, 202�',) A INI tf Page 452 of 499 Climate Friendly Area Ordinance Findings Exhibit G Expanded Permitted uses in Downtown C-1-D Zone (not in a CIFA): • Multifamily development permitted outright at 30 du/ac minimum density with commercial-ready ground floor standards • Height increased from 40 feet to 50 feet (60 feet conditionally). HPS Strategy IF Linkages: • Facilitates development of multifamily and mixed-use projects by removing density caps and newly permitting single use residential consistent with CIFA density minimums. • Reduces construction costs and land consumption by removing parking mandates. • Enables more residential development along transit-served corridors and in walkable centers. Anti-Displacement Measures Linked to Strategy F • Redlucedl Regulatory Barriers: Lowering density restrictions and parking requirements supports development of smaller, more affordable units, mitigating economic displacement pressures. • Height Bonuses for Affordable Housing: Encouraging taller affordable projects can maintain affordability levels in high-demand areas, consistent with DLCD'S Anti- Displacement Toolkit. • Preservation of Mixed-Income Communities: Allowing standalone residential projects at minimum densities without requiring ground floor commercial use helps ensure affordable housing production is feasible even in higher-cost zones. HPS Strategy H Increase Development Capacity of Multifamily Residential (MFR) Dwellings through Changes to the Land Use Ordinance: "The City could aniend the Latid Use Ordinance to allow 7 for a wider range of developinent. Zotfinq changes could include increased density, increased allowable height, and reducedpark-irig requirenierits. [This strategl],411owsfor a wider range Qf developinerit ivill help erisure there are development opporturdtiesfor rieeded housirig 0,pe." Housing Production Strategy 'H' focuses on increasing the development capacity for multifamily housing by amending land use regulations to allow greater height, density, and flexibility. Recognizing that restrictive zoning can limit the supply of needed housing types,the of /"'�J lum"i C1 t A NP, 202�',) A INI I lcl�i 4 Page 453 of 499 Climate Friendly Area Ordinance Findings Exhibit G changes implemented under Strategy H remove bairriers to multifamily development and encourage more efficient use of urban land). By enabling higher-density residential projects, pairticularly in areas with existing infrastructure and transit access,Strategy H dlirectly supports Ashland's efforts to aidldlress housing affordability and meet future housing needs. CFA Implementation Actions: • Building Height and Density Flexibility: 0 50 feet allowed, 60 feet for affordable projects. 0 No maximum density citywide for C-1, E-1,and C-1-D zones. • Flew Minimum Residential Densities: 0 15-25 du/ac depending on zoning designation. • Redlucedl Parking Requirements: 0 Full elimination citywidle, reducing land costs wind bairriers for multifamily projects. • Permitted Residlentiail Development in Downtown (not in aiCFA): 0 Standalone multifamily housing allowed outright with minimum density and commercial-ready ground floor standlairds. • Enhanced Walkable Design Standards: • Application of Detail Site Review Overlay to entire CFA aireas. Detaiil Site review includes pedestrian orientation requirements and design standards. • An ordinance amendment relating to Walkable Design Standards is a separate project presently underway,to be implemented City wide. HPS Strategy H Linkages: increases overall site capacity for multifamily housing types. Lowers barriers for affordable housing developers by reducing minimum parking standards. Encourages pedestrian-orientecl development that supports smaller, less auto- dependent households Anti-Displacement Measures Linked to Strategy H Incentives for Affordable Development: Height bonuses wind removail of density caps provide cost advantages critical to nonprofit wind mission-driven housing providers. A INI I 1(1�1 Page 454 of 499 Climate Friendly Area Ordinance Findings Exhibit G • Expanded Housing Opportunities in Transit Areas:By enabling affordable multifamily near transit,Ashland increases access for low-income and historically marginalizecl populations. • Walkable, Amenity-Rich Neighborhoods: Mixed)-use zoning with expanded housing types can redluce long-term housing cost burdens and stabilize communities vulnerable to gentrification. HIRS Strategy L Evaluate Opportunities to Improve Energy Efficiency and Reduce Greenhouse Gas (GHG) Emissions During Housing Development: "The City can. evaluate opportutfities to incoiporate elements of the Climate and EnergyAction.Plan CEAP into housing developments. The 047 could also facilitate access to enei-gv efficiene.17 incentives available ftoin, the federal atid state govei,nnient, particularlY for developinent of affordable housing. Helps the City ineet its CEAP goals and cart lower-long tei-in enei-gv costs. Although the adoption of CFAs and associated code changes does not directly regulate greenhouse gas (GHG) emissions during the construction of housing, it supports broader climate goals by influencing land use and transportation patterns. The Climate-Friendly & Equitable Communities (CFEC) rules were established in response to Oregon's recognition that it was falling behind in meeting its 2050 GHG reduction commitments. Because a significant portion of Oregon's GHG emissions are tied to transportation choices, land use decisions that promote compact, mixed-use development can directly reduce emissions. By creating development patterns where more residents can meet their housing, employment, and recreational needs within a walkable distance or through access to transit, reliance on single- occupancy vehicles decreases, thereby contributing to meaningful GHG emission reductions. CFA Implementation Actions: • Transit-Orientecl Development Focus: 0 CFAs located along existing high-frequency bus lines (RVTD, Lines IX, 10, and 17). • Compact Development Standlardls: 0 Minimum densities, reduced parking, and vertical mixed-use promoted to lower carbon footprints. • Mixed-Use Development Encouraged: of lum"i C1 t A NP, 202�',) A INI P Page 455 of 499 Climate Friendly Area Ordinance Findings Exhibit G 0 Residential, retail, civic, andl employment uses all permitted, reducing transportation emissions through proximity. Affordability Incentives: 0 Height bonuses linked specifically to affordable housing creation. HPS Strategy L Linkages: • Supports CEAP-aligned compact development, reducing transportation-related GHG emissions. • Promotes energy-efficient, higher-density housing typologies (attached and multifamily units). • Redluces household transportation costs and energy burdens for low-income residents. Anti-Displacement Measures Linked to Strategy L • Neighborhood Stability through Energy Efficiency: Lower long-term utility costs for residents support financial stability for low-income households. • Proximity to Transit and Services:Facilitating access to employment,education,and services without vehicle dependence reduces displacement risks tied to transportation costs. • Focus on Climate Justice: Compact, equitable development patterns explicitly support climate resilience for vulnerable populations per DLCD Anti-Displacement Guidance. Conclusion The City of Ashland's Climate Friendly Area adoption advances key Housing Production Strategies while aligning with the DLCD Anti-Displacement Toolkit recommendations.Through regulatory changes that promote housing affordability, expand housing options near transit, and incentivize compact, mixed-use development, the City is proactively working to mitigate displacement pressures, promote equitable access to housing opportunities, and support a sustainable future for all Ashland residents. of l ',f ifuY':_(:i C1 t A NP, 202�',) 1 A INI tr Page 456 of 499 155 N First St Rogue Valley Central Point,iOR 97502 Council of Governments Fax (541) 664-7927 J"k Climate Friendly Area Ordinance Findings Exhibit H City of Ashland Railroad Climate Friendly Area Multimodal GAP Summary Rogue Valley C�ounc�il of Governments Contents MultimodalGAP Summary...........................................................................................................................3 A. Workplan ............................................................................... ..........................................................3 B. Ashland Railroad CFA................................................. .....................................................................3 1. Existing Conditions ............................................... ......... .........................................................A i. Street Network...................................... ................................................................................A H, Pedestrian Network................... ........................................... ..............................................A Hi. Bicycle Network..................................... ........................................... ...................................A iv. Transit............................................................... ....................................................................A 2. GAP Summary...................... ......... .................... ....................................................................S i. Sidewalk..................................... ................................ ......................................................... H, Bike............ ......... ............................... ......... ....................................................................S Hi. Intersection.......... .................... ......... ......... ......... ......................................................... C. Planned Projects.................. ....................................................................................................... Maps ........................... ..................... ...................... ................................................................................6 MULTIMODAL GAP"SUMMARY Page 1I 2 Page 458 of 499 Rogue Valley C�ounc�il of Governments Multimon dail GAP Summary "A multimodal gap summary must be prepared when a new Climate Friendly Area (CFA) is created or an expansion to a CFA is adopted.The gap summary will implement OAR 669-012-9325 (4),which requires local governments to perform a Multimodal Transportation Gap Summary with the adoption of a CFA. The gap summary includes: a. A summary of the existing multimodal transportation network within the climate-friendly area; b. A summary of the gaps in the pedestrian and bicycle networks in the climate-friendly area, including gaps needed to be filled for people with disabilities, based on the summary of the existing multimodal transportation network; c. If applicable as provided in section (2), a highway impacts summary as provided in section (5); and d. A list of proposed projects to fill multimodal network gaps identified in subsection(b)." A. Workplan The Oregon Department of Transportation has committed to providing an initial Ihighway impact summary if required.A highway impact summary for the Railroad CFA is not required. Vehicular(local street connectivity), pedestrian (sidewalks and multiuse pathways), bicycle(lanes, routes, multiuse pathways), and public transit(routes,stations,transit stops,supporting infrastructure facilities) inventory information on all classified (local)street and higher)facilities.This data may be extracted/derived from existing planning documents such as TSPs,facility plans, sub- area plans,and transit plans,with field verification as needed. Summary of gaps in the pedestrian network on all classified (local and higher) facilities and state highways,as applicable.Summary of gaps in the bicycle network on all collector and higher roadways and state highways,as applicable.Summary of the general condition of sidewalks, major impediments on the sidewailk network that limit the mobility for people with disabilities(e.g., utility pinch points,sidewalks without curb ramps at major intersections,accessible pedestrian push buttons etc.). A pedestrian and bicycle project list extracted/derived from existing planning documents such, as TSPs,facility plans, sub-area plans, or transit plans. In the absence(or in addition to)of planned project lists,a preliminary list of pedestrian and bicycle projects to fill identified gaps on the infrastructure network. R. Ashland) Railroad) CFA The Ashland Railroad CFA is approximately 57 acres with 16+acres undeveloped.A master plan was developed for the Ashland Railroad property in 2001 with a Transportation and Growth Management program grant. Once designated a CFA,the City of Ashland plans to designate the entire CFA Residential Overlay(Land Use Ordinance,Chapter 18.3.13) or eliminate the overlay and make residential a permitted use. MULTI ORAL GAP"SUMMARY Page 1I 3 Page 459 of 499 Rogue Valley Council of Governments The CFA in,cluades the railyard parcel currently owned by Union Pacific. A portion of the railyard parcel is being,cleaned up by Union Pacific with some oversight from Oregon's Department of Environmental Quality (DEC?). Restrictions for single family residential will exist on part of the railyard parcel. (See Raik,-oad Yw Las P_y1: 1. Existing Conditions With a population over 10,000,Ashland is subject to the requirements of OAR 660-012-0310, Climate-Friendly Areas, OAR-660-012-031 , Designation of Climate-Friendly Areas and OAR-660- 012-320, Land Use Requirements in Climate-Friendly Areas.To meet the requirements,the City of Ashland is adopting prescriptive standards which include a minimum residential density of 15 dwelling units per net acre and maximum building heighit of no less than SO feet.Ashland has designated multiple CFAs to accommodate the required 30%of their current and projected housing. i. Street Network The Railroad CFA is bounded on the north by E Hersey Street,the west by Oak Street and on the south by the Union Pacific railroad.The CFA can be accessed off E Hersey Street by turning south on"Williamson"Way. Williamson,"Way intersects with Rogue Place and becomes Russell Street. Russell Street ends at the Union Pacific railyard property.The CFA can also be accessed off Oak Street by turning east on Clear Creek Drive. The E Hersey Street and Oak Street intersection,, adjacent to the northwest corner of the CFA, is an all-way stop with marked crosswalks and curb ramps.The Oak Street and Clear Creek Drive intersection has unmarked crosswalks and curb ramps.The E Hersey Street and Williamson"Way intersection hiais a,marked crosswalk,an unmarked crosswMk and curb ramps. ii. Pedestrian Network The Central Ashland IRikeay(CAB)or Creek to Crest multiuse trail runs along the railroad to the south.Another multiuse trail starts at a mid-block crosswalk on East Hersey Street. It travels south,where it intersects with Clear Creek Drive before turning east and ending at the railyard property.The north side of East Hersey Street and both sides of Oak Street have sidewalk. Clear Creek Drive has sidewalk on both sides.Williamson Way has sidewalk on its eastern side and along a (portion of its west. iii. Bicycle Network The Central Ashland Bikeway(CAB)or Creek to Crest multiuse trail runs along the railroad on the southern boundary..Another multiuse trail starts at a mid-block crosswalk on East Hersey Street. It then travels south where it intersects with, Clear Creek Drive before turning east and ending at the railyard property. E Hersey Street hias bike lanes in both directions.Oak Street has a shared bike lane. iv. Transit The Ashland Circulator, Roque Valley Transit District(RVTD) Route 17, provides hourly transit service along E Hersey Street on the northern boundary of the Railroad CFA.The Ashland Circulator also provides hourly service along N Mountain Avenue and Clear Creek Drive near the eastern side of the CFA. MULTI ORAL GAP"SUMMARY Page 1I 4 Page 460 of 499 Rogue Valley C�ounc�il of Governments 2. GAP Summary A summary of the gaps in the current pedestrian and bicycle network, including gaps that need to be f%lled for people with disabilities. ]able 1..Side valk DetaH g N Street aisle flip'ear fo at) E Mersey Street South 1,,125 Williamson Way irlv"est&South North 170 10,5, Flaag+aae Place West East 275, ..................................................Russell Street Saawrtla ...�._. _._._............ lw.aartla._.._._._._._._._._. _.._._._._._._._._._._._._._._._._._._._._._._... .......................... ._._._._.. .._. ._._. ._.._.._._._._._._._._....... 325 325 C ee r Creekm rive ......... _North -------------------- -------- 725 ------- ----------�mmmmmmmmmmmmmmmm ']"able 2 ......Bike Project DetaH Street Length,Iniwa foot) Clear Creek Drive 1,350 Williamson Way 560 Rogue Place 565 Fussell Street 700 Intersection Williamson Way and Rogue Place have unmarked crosswalks and only 1 completed curb ramp on the northeast corner. C. Planned Projects The plainined projects listed in the Transportation System Plan are below. Note that a large portion of the CFA is subject to the residential overlaiy. Also, development on portions of the railyard parcel may be restricted. ']"able 3 f aillroad CFA Planned Projects R2 —Clear-Creek Drive Coan5truct ca New Roadway to connect the two existing D evelopment Eartera,slaara segments of Clear Creek Drive providing as continuous east- eagement 7Develoerty west roadww ay betwm�een O a St sand N l4�ountaain Avenuen F 3'�l l7evelaa Railroad aeP7t Property ww✓xrtlarra taa^sting adjacent streets aarrd fr aarr the propertyto provide caaraarectavat,y Development Driven re laaltr vase pa, Fro Orchid rlwaerwaae to Taalraaaara Creek lR' Nortlasrde Trail Road(Partially constructed.Estimate is for entire trail High $2,000,000 including portion outside R'R CFA) �_S yeears hilt arse PGth—Frorn new trail to Hersey Street(Partiaally DevelopmentTfl3'—New Trail constructed within new development) DrivenS22C1,t1CPt? MULTI ORAL GAP"SUMMARY Page 1l S Page 461 of 499 Rogue Valley C�ounc�il of Governments Malta case Path From A Street to Clear Creek Drive Development TP4 New Trail Extension $110,000 Extension Driven Bike torn —,From proposed'bike troth to N a ountorr7 ��S—Railroad Property Bike (1.5 Z5 years) $40,000 A ven tae . F—4th Street of rgrode Pursue oa new rat grade toed 'hike roilrood crossing at 4pa Deuaelopraaerat given $275,00 rorlroaxd crossing Street.Coordinate with Project TP4. Planning level cast estimates are far construction and engineering at grade crossings and do not include right-of- way costs. Graphuc 1 Ol ar Creek CAI~ir,ru^ Extension fT; 4°°oo,,rKu�i�i W ua ral7Agi I irq�N,1! 1'r,"'mool nrww nlj I aw'a wrap ....i4 I�ud"fir r,57' Graphuc 2....-"TypicaiI Nlultu-use 7raull re D' vMtrn,4, a° rararsrar�r, a lilt it It 4 ,n� y r �n�aro rmi o lioaar4oiri /� �/ 0 IY IG`Wilri ' D. Maps MULTI ORAL GAP"SUMMARY Page 6 Page 462 of 499 l r f J 3 VANIb'INI3(DIVAN �LU IIU p�+ , �u V L PL �"^�, "E EL ' 3n78 41 I �. ,,. LLLJ 0 umurmuoimuuWmim»4umnw4iouumrrmw�mm��rs�uum>nu4��iiti�q�� i ;, �� ' �� 4Vu mm "� Nul91AP;Llll441\GN111pplll4tgltllfmpVL'�p ",• �j �� '` ,�� J�' I6411➢4, �� ,y'j�� = m111141p1@IIIV11414n141ILg4II11IVIIVINm � � �� /�,Iul NI41141N1411�.... / / gym` PIINfppm4114' � � � �911 f4uo4uwig� � Diu.........' ' Nilk5g%i,44444. fin? mamti4 nitlgWVou a Ell�i w i aC V � PW.' Ln + N� i CC L1 0 V ry eS cc �4tlV133diS H 6, LI e NHd %{ +ter w, d r 3nBPoG t , •G o- ?„ w y. o �9u _... N, a p, r 1 wW 1� + ..nG w � ■ 155 N First St P.O. Box 3275 Rogue Valley Central Point OR 97502 Climate Friendly Area Ordinance Findings Exhibit H City of Ashland Transit Triangle Climate Friendly Area Mulltmodal Gap Summary Rogue Contents MultimodalGap Summary............................................................................................................................ A. "u orkplan .............................................................................. ......................................................... B. Ashland Transit Triangle CFA..................................... .....................................................................4 1. Existing Conditions ............................................... ......... .........................................................4 2. Gap Summary............................................ ................................ .............................................. C. Planned Projects............................. ........................................... ..............................................6 D. Maps.......................................................... ........................................... ...................................7 MLILTIMODAL GAP"SUMIMARY 2 1 P a g e Page 466 of 499 Rogue Multimodal Gap Suimmairy Transportation Review in Climate-Frienidly Areas and Centers, OAR 660-012-9325. (4)A multimodal transportation gap summary must be coordinated between the local jurisdiction, transportation facility providers,and transportation services providers to consider multimodal transportation needs in each climate-friendly area as provided in OARS 660-012-9320 or Region 2040 center.The multimodal transportation gap summary must include: (a) A summary of the existing multimodal transportation network within the climate-friendly area; (b) A summary of the gaps in the pedestrian and bicycle networks in the climate-friendly area, including gaps needed to be filled for people with disabihtiues based on the summary of the existing multimodal transportation network; (c) If applicable as provided in section (2), a highway impacts summary as provided in section (5); and (d) A list of proposed projects to fill multimodal inetwork gaps identified in,subsection (b). The multimodal transportation gap summary must include a highway impacts summary as provided in section (5) if the designated climate-friendly area as provided in CHAR 660-012-9315 or Region 2040 center contains a ramp terminal intersection„ state highway,interstate highway, or adopted ODOT Facility flan. (5)A highway impacts summary must identify how the transportation system may be affected by implementation of the climate-friendly area.The highway impacts summary must include: (a) A summary of changes between existing and proposed development capacity of the climate- friendly area based on the proposed changes to the comprehensive plan and land use regulations; (b) A summary of the addiutiional' motor vehicle traffic generation that may be expected in the planning period,considering reductions for expected complementary mixed-use development, adcl i iional multimodal options, and assuming meeting goals for reductions in vehicle miles traveled per capita; and (c) A summary of traffic-related deaths and serious injuries within the climate-friendly area in the past five years. A. Wolrkpdan Vehicular(Local street connectivity), pedestrian (sidewalks and multiuse pathways), bicycle (lanes, routes, multiuse pathways),and public transit(routes, stations,transit stops, supporting infrastructure facilities) inventory information on all classified (local street and higher)facilities.This data may be extracted/derived from existing planning documents such as TSPs, facility plans, sub-area plans,and transit plans, with field verification as needed. Summary of gaps in the pedestrian network on all classified (local and higher)facilities and state highways, as applicable. Summary of gaps in the bicycle network on all collector and higher roadways and state highways, as applicable. Summary of the general condition of sidewalks, major impediments MLILTIMODAL GAIN SUMMARY 3 1 p a g e Page 467 of 499 Rogue on the sidewalk network that limit the mobility for people with disabilities(e.g., utility pinch points, sidewalks without curb ramps at major intersections, accessible pedestrian push buttons etc.).. A pedestrian and bicycle project list extracted/derived from existing planning,documents such as TSPs, facility plans,sub-area plans, or transit plans. In the absence (or in addition,to)of planned project lists, a preliminary list of pedestrian and bicycle projects to fill identified gaps on the infrastructure network.. B. Ashland Transit Triangle CFA The Transit Triangle (TT) Climate Friendly Area is 169 acres located in southern Ashland between Southern Oregon University and the Croman Mill CFA.The TT has significant existing transit, bicycle and pedestrian infrastructure.The Transit Triangle overlay,Chapter 18.3.14 of the Ashland Municipal Cade, guides future development.The Pedestrian Place site development and design overlay, Chapter 18.3.12.060,as well, provides multiple concept plans encouraging ineighborhood centers that focus on bicycle, pedestrian and transit.Approximately—S acres of TT fall within,the Southern Oregon University zone where student housing is planned. 1. Existing Conditions With a population over 10,000,Ashland is subject to the requirements of OAR.660-012-9319, Climate-Friendly Areas,OAR-660-912-031S, Designation of Chimate-Friendly Areas and OAR-660- 012-320, Land Use Requirements in Climate-Friendly Areas.To meet the requirements,the City of Ashland is adopting prescriptive standards which include a minimum residential density of 15 dwelling units per net acre and maximum building height of no less than SO feet.Ashland has designated multiple CFAs to accommodaite the required 30%of their current and projected housing. i. Street Network Ashland Street,Siskiyou Boulevard,and Tolman Creek Road form the 3 sides of the Transit Triangle.Ashland Street(Highway 66) is an east/west arterial intersecting Interstate S, exit 14 east of the Transit Triangle. From I-S,Ashland Street travels west through Transit Triangle intersecting with Siskiyou Boulevard.The Siskiyou Boulevard (Highway 99) intersection forms the western point of the Transit Triangle.The Transit Triangle follows the Siskiyou Boulevard arterial southeast to its intersection with Tolman Creek Road.The Tolman Creek Road intersection is the southeastern tip of Transit Triangle..Tolman Creek Road is a major north/south collector which travels north to intersect with Ashland Street. Walker Avenue,also a major north/south collector, is 1 block east of the Ashland Street and Siskiyou Boulevard intersection. ii. Pedestrian Network Ashland Street has givaiiity sidewalks with ADA-compliant curb ramps. Recent mid-block pedestrian islands with ramps, stop bars,and signage have improved street crossing along Ashland Street. Siskiyou Boulevard has quality sidewalks with ADA compliant curb-ramps on the southwest. Recent mid-block crosswalks, ramps and signage along Siskiyou Boulevard have improved street crossing.Tolman Creek Road has quality sidewalks,ADA compliant curb-ramps and street crossings. Walker Avenue has sidewalks along the east side and ADA compliant ramps iii. Bicycle Network Ashland Street,Siskiyou Boulevard,Tolman Creek Road and Walker Avenue all have bike lanes. The Ashland Bike Trail runs through Transit Triangle along the railroad tracks parallel to Siskiyou Boulevard and intersecting Ashland Street and Tolman Creek Road. MULTI OVAL GAP"SUMMARY 4 1 P a g e Page 468 of 499 Rogue iv, Transit The Rogue'Valley Transit District(RVTD) Route 10 provides service every 30 rmin,uates along Ashland Street,Siskiyou Boulevard,and Tolman Creek Road.The RVTD Ashland Circulator, Route 17, provides hourly service on Ashland Street as does RVTD Medford Ashland Express, Route 1x. 2. Gap Summary The Gap summary identifies the gaps in the current pedestrian and bicycle network, including gaps that need to be filled for people with disabilities.A large part of the CFA enjoys a significant pedestrian and bicycle network; however,TT does cover more than 3 miles so gaps do exist. i. Pedestrian Table 1 -Sidewalk Gars man Cross-streets Length fllrnear foot) WaNer Avenue to Harmony Larne 836 Harmony Avenue to Nornml Avenue 568 NorrrnaiAvenue to F'arkStreet 394 Faith Avenue to Glendale Avenue 220 ClencierteAvenve to Clay Street 337 Clay Street to Blackberry Lane 306 Blackberry Larne to Beliview Avenue 193 siskiyou Blvd Total 2,854 r. Cross-streets Length fli nearf ot) .iskiyou Blvd to Ashland St.. 41 m Cross-streets Length fllrnearfoot) Siskiyou BW to Harmony Or(NW Side) 214 Siskiyou Blvd to Harmony Cnr(SW Side) 211 Cross-streets Length fllrnearfoot) Siskiyou Blvd 221 Cross-streets Length fllrnear foots Siskiyou Blvd 143 Cross-streets Length fllrnearfoot) AsNand St 157 Cross-streets Length fllrnearfoot) Siskiyou Baulevarrl(WSide) 339 SiskiYa u Boulevard.... .. .....(E..Side) ...............................................................................................1.8 ............................................ ii. Bike Ashland Street,Siskiyou Boulevard,Tolman Creek Road and Walker Avenue all have bike lanes. The Ashland Bike Path is a multi-use path that intersects Ashland Street and Tolman Creek Road. MULTI ORAL GAP"SUMMARY 5 1 P a % e Page 469 of 499 Rogue iii. Intersection Siskiyou Boulevard does have intersections which require ADA accessible ramps.The intersections coincide, largely,with the sidewalk gaps. Table 2 Intersection Gaps Siskiyou Boulevard&Harmony Lane Siskiyocr Boulevard&Normal Avenue Siskiyou BovievGro'&Glendale Avenue Siskiyoca Boulevard&t lay Street Siskiyou Boulevard&Wackherry lane C. Planned Projects Projects planned for the City of Ashland Transit Triangle. Table.3 Transit Triangle Planned Projects R'26 orraaal Ave Rike Lane—East Main.St to Siskiyou Blvd Nigh $40,000' t ay Street lr l P from raklline to-Si lyou Blvd, tow � 5 ,000 ............................___ ..��...__ ............... .............._� ...... ......, R29 V�cafker Avenue +cycle Blvd frorxr Siskiyou Blvd to Peachey Rid high $40,000 1" 1 Street 5ia eu at@l rc rrR Fold vre to iskiyou ffi r l l i r a . t, 4 -- .................. .... . ...... ........ .... ....� ... .......................................... ...... ....... FrSs Faith Avenue Sid ewa&from Ashlond St to.Siskiyou Blvd High $350,000 P G lair Street..,. 5ia ewalk fiwn,Ashland' t tau Siskr�ou il;d H'lgh .. trsag a�w ... ....... ....... .... .... :........ ...... .... ..... .. .ii.. ...... . ............., P 1 Rellview Ave Sidewalk s;reenmead'ows VRv"ay to.Siskiyou Blvd 6a✓lealiuna $250,000 '13—Siskipotr Boulevard f a3' Development ,919 Park Street IntersectiM Rem al n Paai*S,treet approach,to ehmlrrate offset 2 6,0 Improvements, Driven R14 Siskiyou Boulevard(OR Development Realign TerraAverrsrealalarocrcla to elrrrairaarte offset $21u,orao 99)ITerraa Avenue-Faith Avenue Driven tily"iden arid"reconstruct, sidewalks,with street trees,. '38—Ashland Street Streetstape storm,waterplan ters and bus•slaelters,Ashland Enbance ents(Slsklyou Boulevard StreetlWulker Avenuer iotersectloaenhancemenrts m—edivna t ' ,to,WalkerAvenue)` to include-,concrete crosswalkspavrng,and arnamental ii hts, R'39 Ashland Street Streetscage 'den and reconstruct sidewalks with street trees, DevelopmentEnhancements(Walker Avenue to $1, 00,0r00 storrrawater,glara tees area'taus slaelter�s Driven Normal Avemw) Street construction with flush curbs and scored' RAtI Walker Avenue Festival Street concrete roadway surface.Sidewalk treatments to fR401—ou tlker Avenue n to Ashland Street, include decorative bollards to deRineated pedestrian high $780 tl00 space, street trees;.LID stormwoter facilities and ornamental lights Widen and reconstruct sidewalks with street trees, stormwater planters and taus shelters.AsNand R'4'l Aslllerraat.Street/Tolrxaern Creek f�evelo,arxrerat StreetlTolnaan Creek Road intersection $1,.S00,0?tr' Road Streets�cage Tralaarrcerraerrts enhancements to include concrete crosswalks,, Driven paving) and ornamental Rights.. Planning level east estimates are for construction and engineering at grade crossings and do not include right-of-way costs. MULTIMODAL GAP"SUMMARY 6 1 P a g e Page 470 of 499 Rogue D. Maps Below, Map 1 displays existing conditions in the Transit Triangle area.Transit Triangle is shown in light orange and follows the main arterials,Ashland Street and Siskiyou Boulevard which are shown in red.Tolman Creek Road,shown in purple, is a major collector that forms the eastern, north,/south edge of Transit Triangle. Map 7 indicates the existing bicycle facilities, gaps in the pedestrian network,the proposed trails,and the intersections requiring additional ADA(American with Disabilities Act) improvements. MLILTIMODAL GAP"SUMMARY 7 1 p a g e Page 471 of 499 „r w � s �” 00 OF plVd ?✓e io//� °/'L off IUU s I i ��MMmm gip%� VWJ A j eIIIJ 1 e, . �rn f I U iJ IJ�%✓ �� / a / uw�ul iommmmm�u .�. o.. {,j y��ryr jiY A7wl�r�l��I(((��(Wi�iF°' 'fJn / 1a, 1 mmrt�rW I Yfillll f��'�IA 1S VINHOJIIV) vro i i{ i i m plp�l i� e�wl II�II i. r a� r rc a !v „ ! „ 4 40 ITO 00, do HNNVr Ol l l r IS AM' i pf All o„ ,,, AS hrMkflM1lk�dh 'APS1R1a+I�C7NN r� ov ISNINHOAlWD ILA wary m wMu � rx r e x x i x r nal,11111111111ilial, C o u n c*11 B 1 s I n e s s Date: ,June 3, 2'625 gmctla Illteirm Assistance Program-Adoption ePatrwein Finance From' Bryn Morrison, Deputy Finance Director , Mariane Berry, Finance Director TIME ESTIMATE 15 minutes CATEGORY Action deeded -Motion to approve an action SUMMARY Staff returns with adoption of Assistance Program by resolutions after reviewing the program with, and receiving guidance from Council in two previous studly sessions. Since it is necessary to repeal an earlier resolution on the Senior Discount, Staff put together a new resolution that will define the updated program, The program must be implemented on July 1st with the updated Council direction given the new budget cycle. POLICIES PLANTS & GOALS SUPPORTED Vision Statements for Success Organization: Sustainability through creativity, affordability and rightsized service delivery Administrative/Governance Goal: "To ensure ongoing fiscal ability to provide desired) and required services at an acceptable level." BACKGROUND AND ADDITIONAL INFORMATION Staff presented) information regarding Assistance Programs to Council in earlier sturdy sessions, March 31 and April 14, 202',5, powerpoint slides attached. The request by Council was to return with information on the number of SNAP-eligible Ashland residents and potentially addresses. DHS has not been able to provide this information, and GHP has also responded that they cannot provide Ashland-specific data. Staff recommends that we use the historical data that we have (see previous/attached staff reports), mare plausible assumptions about the number of applicants that will apply under the new income qualifier(which is less than our current income threshold)), establish a cap to ensure we stay within budget, and continue to publicize the program in all the various ways that the City has been (website, utility billing insert, press releases, ad l highlights in local papers as needed)). The proposed income threshold that Council has indicated) interest in is 200% Federal Poverty Level (FPL). As a review, Ashland Low Income Energy Assistance Program (ALIEAP) is currently at 265% FPL, SNAP is at 200% FPL, and CHIP is 166% FPL. New Program Attributes: 1) Income threshold 200% FPL =SNAP qualifier •Auto-qualify with SNAP letter, OHP card/letter •Auto-qualify all seniors/disabled this first year as they have been pre-qualified at 125% FPL • Manually qualifying some applicants still necessary because not everyone has SNAP or OHIP 2) 30% discount one their bill (Electric,Water, Sewer only) 3) $460 cap per household annually-this can be increased or decreased at a later date once more data is received ................................................................................................................................................................................................................................................................................................................................................................................... Page 1 of 2 1111G11G/%G/i�- I Page 474 of 499 F nal,11111111111ilial, C o u n c*11 B u s I n e s s M c c t I n g FISCAL IMPACTS Updated budget for Assistance Program for BN 25-27 is $,565,730. SUGGESTED ACTIONS, MOTIONS, AND/OR OPT'IONNS Staff recommends adopting the resolution with the above attributes and repealing the resolution pertaining to the Senior Discount. II move to adopt Resolution 25-21 that establishes the utility discount based on income threshold, qualifiers and cap in the Staff report for the Utility Assistance Program effective July 1, 2025, and repeals Resolution 1992-22 on the Senior Citizen Utility Discount. REFERENCES &ATTACHMENTS 1. Resolution#2'O2'5-21 Assistance Program, Repealing 1992-2'2 2. Resolution#1992-22 Senior Utility Discount 3. Powerpoint: AssistanceUpdlate-04.15.25 4. Powerpoint: AssistanceProgram-033125 Final .................................................................................................................................................................................................................................................................................................................................................................................. Page 2 of iriffoll;1i"', Page 475 of 499 RESOLUTION NO. 2025-21 A RESOLUTION ESTABLISHING THE UTILITY ASSISTANCE PROGRAM AND REPEALING RESOLUTION 1992-22. RECITALS: A. The City of Ashland operates water, electric, and sewer utilities to provide all residential and commercial customers within the City of Ashland. B. The City of Ashland has historically offered a utility discount on services to qualified applicants based on income and senior citizen status via three programs, the Ashland Low Income Energy Assistance Program (ALIEAP), the Senior/Disabled Utilities Discount, and the Emergency HEAT Assistance Program. C. The City wishes to simplify the application process with an income qualifier and proxy, as outlined below. THE CITY OF ASHLAND HEREBY RESOLVES AS FOLLOWS: SECTION 1. Resolution 1992-22 is repealed and replaced with the following utility assistance criteria. SECTION 2. An applicant shall be automatically qualified and approved for utility assistance if the applicant provides a current-year, authorized letter or card with the applicant's name from SNAP (Supplemental Nutrition Assistance Program) or OHP (Oregon Health Plan). SECTION 3. An applicant shall also be considered qualified and approved if the applicant submits evidence of income, such as a filed tax return, demonstrating income is at or below 200% Federal Poverty Level. SECTION 4. Qualifying applicants will receive a 30% assistance benefit on their water, electric, and sewer bills—either combined or on a single service, as applicable. The total annual assistance provided shall not exceed $400 per residence. SECTION 5. The City's ability to operate and fund the utility assistance program is subject to the availability of allocated budget funds. SECTION G. This resolution is effective July 1, 2025. Resolution No.20�25-04 Pagel of2 Page 476 of 499 This resolution was duly PASSED and ADOPTED this day of 2025 and takes effect upon signing by the Mayor. Alissa Kolodzinski, City Recorder SIGNED and APPROVED this day of 2025. Tonya Graham, Mayor Reviewed as to form: Carmel Zahian, Assitant City Attorney Resolution No.20�25-04 Page 2 of 2 Page 477 of 499 RESOLUTION NO. 92-•-3� A RESOLUTION ADOPTING A SENIOR CITIZEN UTILITY DISCOUNT PURSUANT TO SECTIONS 14.04.030, 14.08.035 AND 14.16.030 OF THE ASHLAND MUNICIPAL CODE, AND REPEALING RESOLUTION NO. 92-18. THE MAYOR AND CITY COUNCIL OF THE CITY OF ASHLAND DO RESOLVE AS FOLLOWS: SECTION 1. Senior Citizen Utility Discount. If the applicant has met all of the requirements of the Ashland Municipal Cade, the City shall, beginning with the next billing cycle after the date of the application, discount the total amount billed for water, sewer and electric service, not including connect fees, reconnect fees and similar charges. The amount of discount for the applicant's own residence shall be twenty-fi— (25%1 thirty percent for water';: a4id -electric: and surer bills if the applicant's household income does'> not exceed the poverty guidelines of the Federal Community Services Administration or fifteen per-e `n ( 5%) twenty percent for water;; and-- electric and sewer bills if the applicant's household income does not exceed one hundred twenty-five percent of the poverty guidelines of the Federal Community Services Administration. SECTION 2. The effective date of this resolution is July 1, 1992. SECTION 3. Resolution No. 92-18 is repealed. SECTION 4 . Three (3) copies of this Resolution shall be maintained in the office of the City Recorder and shall be available for public inspection during regular business hours. The foregoing Resolution was READ and DULY ADOPTED at a regular meeting of the City Council of the City of Ashland on the 5th day of May, 1992.. Nan E. ranklin City Recorder SIGNED and APPROVED this day of May, 1992 . Catherine M. Golden Mayor XF-Proved a t orm: R ul Nblte City Attorney (d:\council\resos92\senuCil.dsc) 11 1 Page 478 of 499 III�� /�„ `,' ��' %�: I,, / ;. %'� %�: // , �� j/i//i� �� , ��d�ll ��% YYYYYYYYYYYYYYYYYYYYYYYYYYYYYYtitiYYYYYYYYYYYYYYYYY�� j/ /'s„ /��;;�� :,� ,, j' /,o f,//� f/ ��j !,/,, %�! %i/, ��,, %. `��/ � f ��j �� /�� / � � f/�� /, �� ,,� i/, �� , �,,,,, ��ii" ! 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(,0 c Cl) 70 0 C: (1) a) (D Q C5 a) , I > 0 2 0 a) a) (D 0) U) lolso a a) (1) (1) a) 70 0 < < C3 cy) 0 U) o 0 0- + 0 L- CL .............- ...... ........ ................. µ 4� � 4^J ...............o (D ,, cn r`) 0 0 4-J Es 3, 42 E C: c, , col) E CL rr ^^„9nn f v � 4-j 4-J (D CID LI) CNI (D > ............... 111"I'll"I'll CD E 0 q) (b CIL CD 0 (1) 0 ............... CL C: ..................... El (D 2 0 0) ................ ........... .......... 42 cn cn (D 4 J .......... co o 0 CL LL 0 _0 4-J I'll"I'll"I'll 0 :2 um Iliumi� N,, C/) \> > > o CL 0- + 0 L- CL .............- .......... CIL (f) z 0 Lu D CY F nal,11111111111ilial, C o u n c*11 B 1 s I n e s s Date: June 3, 2'625 Agenda Intern Voting and Appointment of Council Member Departirbein,t, City Manager's Office From Sabrina Cotta TIME ESTIMATE 30 CATEGORY Action Needed -Motion to approve an action SUMMARY City Council shall appoint an individual to fill the Council vacancy duce to the resignation of farmer Councilor Doug Knauer. City Council must do this within 60 days (June 14th, 2625) per the City Charter. The appointed) individual will service until the next biennial election. POLICIES, PLANTS & GOALS SUPPORTED BACKGROUND AND ADDITIONAL INFORMATION The City has 8 applicants to fill the current.Council vacancy. • Mark Brouillard • Stephen Gagne • George Kramer • Mark Morrison • Linda Peterson Adams • Russell Phillips • Deirek. Sherrell • Meg Wade Relevant Charter: City Charter Article III— Elective Officers, Section 4—Vacancies specifies the City Council has sixty(60)days from an effective resignation date to fill a vacated Elected Officer position: Section 4. Vacancies. An office shall be deemed vacant upon the incumbent's death; adjudicated incompetence; conviction of a felony; other offense pertaining to his/her office, or unlawful destruction of public records; resignation; recall from office or ceasing to possess the qualifications for the office;. or, in the case of the Mayor or Council Member, upon his/her absence from the City for thirty (30)days without the consent of the Council or upon his/her absence from meetings of the Council for sixty(60)days without life consent, and subsequent declaration of the vacancy by a two-thirds affirmative vote of the Council. A vacant elective office in the City shall be filled within sixty (60)days by the Council electing some qualified) person to fill such vacancy. The appointee's term of office shall begin immediately upon appointment and shall continue until a successor, elected at the next biennial election,takes office for the unexpired term. The Council ................................................................................................................................................................................................................................................................................................................................................................................... Page 1 of 2 1111G11G/%G/i�- I Page 498 of 499 F nal,11111111111ilial, C o u n c*11 B u s I n e s s M c c t I n g shall have the power, by a two-thirds affirmative vote, to expel any member of the Council for disorderly conduct in Council or inattention to duties. No Council member shall be expelled without notice and a hearing by the Council. Council will appoint the position using a voting method of their choice to be determined at the June 2nd, 2025 study session. FISCAL IMPACTS NA SUGGESTED ACT'IONS, MOTIONS, AND/OR OPT'IONNS l move to appoint (insert name)to the City Council. REFERENCES &ATTACHMENTS None .................................................................................................................................................................................................................................................................................................................................................................................. Page 2 of iriffoll;1i"', Page 499 of 499