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HomeMy WebLinkAbout2026-06-15 Study Session MIN ASHLAND CITY COUNCIL STUDY SESSION MINUTES Monday,June 15,2026 Mayor Grahan called the meeting to order at 5:04 p.m. Council Present: Mayor Graham and Councilors Dahle, DuQuenne,Kaplan,and Sherrell. Absent: Councilors Bloom and Hansen. Budget Committee Members present: Linda Peterson-Adams, Noah Werthaiser, Shane Hunter,and Jim Fredericks. Budget Committee Absent: Carol Cohen,Kristen Roy,and Eric Britten. Staff Present: Sabrina Cotta City Manager Alissa Kolodzinski City Recorder Bryn Morrison Interim Finance Director Brandon Goldman Community Development Director Linda Reid Housing Program Manager Derek Severson Planning Manager I. Call to Order Graham acknowledged the passing of the St. Helens city administrator John Walsh and extended condolences to Walsh's family and community. II. Reports and Presentations a. Finance Update - Third Quarter FY 26 Financial Update and Forecast Cotta introduced the item, noting that Citizens Budget Committee members had been invited to attend as part of an ongoing effort to structure off-year engagement with the committee. Morrison presented the Third Quarter FY 26 Financial Update and Forecast (see attached). Third Quarter Revenues and Expenditures A 5% increase in citywide revenues was reported, reaching $78.2 million. Key contributors were the public safety fee,wildfire risk reduction fee, parks fee,food and beverage tax (up 6.2%), and transient lodging tax (up 10.1%). Intergovernmental revenue increased due to Public Works TAP system upgrades, fire department reimbursements, and state revenue sharing. Charges for services were down due to a mild winter but may rise with summer electricity and water demand. Interest on investments was at 78.7% of budget, and miscellaneous revenue rose from the sales of clean fuel credits and decommissioned assets. Expenditures were within budget,with personnel services at 70.2% and materials/services at 68.8%.Clarification on "within budget expectations"was provided, explaining that expenditures should remain within 75% at this fiscal point,with some biennial flexibility. The citywide net position was $84.8 million, compared to $89.8 million last year.The General Fund balance was $16.8 million,down from $20 million previously.The Capital Improvement Fund had a negative balance due to $200,000 expenditures related to the Community Center and Pioneer Hall,set City Council Study Session June 15,2026 Page 1 of 5 to be adjusted in the next report.Citywide cash and investments were at $79.2 million,a drop resulting from large capital projects. Parks and Recreation had slightly higher revenue than the previous year,with expenditures within budget. Personnel services were at 67.4% and m ateria Is/services at 64.1%of budget.The Parks Capital Improvement Fund balance was approximately $3.5 million,with large projects pending. As of March 31,451 customers received utility assistance,with 28 having reached the$400 cap.The program offers a 30%water, sewer, and electric discount up to $400 annually, budgeted at $283,000 with $96,000 spent by March.Total outstanding utility receivables were opprnxinnaie|y$5 million,with $2.6 million considered past due.$1.3 million were customers on active payment plans not subject to disconnection processing,and $1.3 million were subject to delinquent processing. Morrison clarified that a former delinquent pool totaling $2.3 million had been referred to the Department ofRevenue and a collection agency,with some returns beginning to come in following tax season. An updated forecast was presented including increased fuel costs, higher fire department overtime � due to dry conditions,and consideration Vfthe potential food and beverage tax sunset ooavariable. The forecast indicates the General Fund may fall below the minimum balance policy in fiscal years � 2029-2030. � � � Council discussion noted o better fiscal position than anticipated during budget adoption and that the drovvdovvnofthe General Fund is modest and intentional due to the historically high fund balance. Future budget processes to ensure alignment of revenues and expenditures to avoid dipping below minimum reserve thresholds with *rnphmaio p|mood on policy updates that might address the potential downward trend.The upcoming budget process was identified as the strategic point for such discussions,and consideration was given for a more in-depth upcoming biennium budget process involving both the council and public.To align strategic priorities with the new strategic plan, o council retreat is planned before the budgeting season.Concurrently, several policy-level discussions are being arranged in advance tofacilitate a smoother budgeting process and reduce the need for mid-stream adjustments. It was noted that the city had received the Certificate of Achievement for Excellence in Financial Reporting for the 38th consecutive year as the highest recognition in governmental accounting and financial reporting. b. Presentation: 3torytowmbw Matt Hoffman Matt Hoffman provided a presentation along with his colleagues Karolina Lavaningno and Montana Hauser (see ottmnhed\. Hoffman initiated Story Town to counter declining school enrollment and attract young families.The mission is to transform Ashland into a cultural epicenter through year- roundevente, cremtivninfrantruoture,ondeoononniodeve|opnnent. |n the first year,goals included rebranding to"Story Town,"launching a calendar app with White Rabbit,and creating unique programming alongside an "eventorship" program to mentor new event producers.The inaugural Ashland Sarcasm Festival in December drew 2,500 attendees to over 20 City Council Study Session June/5,2o2O Page 2o/5 shows otT2 locations, local business revenue bv47-55%,generating 42+ hotel stays,and employing 17 locals with $44,000 circulating in the local economy.The event attracted visitors from 32 locations outside Ashland.Coverage included features in The Oregonian and by Oregon Public Broadcasting, and recognition from Travel Oregon. Story Town also effectively heightened exposure � for partner organizations. Community efforts included bike valet program with EPIC Ashland, � addressing parking issues and promoting biking culture.The Eventnrahip P/ngrorn nurtures fledgling � event producers,with an example being aid in organizing a Southern Oregon Renaissance Fair. Story � Town's three-year plan involves expanding the calendar app, positioning the Sarcasm Festival as a � premier event, launching a spring outdoor festival'and hosting a winter music event,all aiming for a self-sustaining yearly event cycle by year four. � Council discussion included praise for Story Town and its initiatives to activate non-traditional and unexpected venues.Story Town's collaborative nature was highlighted,along with its coordination with the Ashland Chamber,Travel Ashland,Travel Southern Oregon, and Travel Oregon through various . promotional channels.The organization serves as a platform for Ashland's events and organizations. It was mentioned that Story Town received a mention in an Oregon Shakespeare Festival playbill.There was talk of the synergy with Travel Ashland's Destination Marketing Organization,which suggests potential further coordination.The concept of anchor events versus ongoing year-round programming was identified,with o note Unbudget constraints on the key limiting factor for expansion rather than infrastructure issues.There was curiosity about the broader application of the Story Town brand and potential for expansion across the Southern Oregon valley,framed as a � collaborative opportunity rather than a competitive one.Additionally,the importance ofmcentralized, accessible event calendar was underscored,with praise for the newly added web-based calendar � offering on mooeauib|e alternative for visitors not wanting to download o mobile app. � c. Manufactured Home Park Zoning amendments and code updates � Goldman reviewed the history and recommendations of the Planning Commission along with staff recommendations. He was joined by staff members Severson and Reid. Scott Fregonese and Journie � Gering of 3J Consulting joined via zoom and provided a presentation (see attached). ' Goldman summarized the extensive public process leading tu this point, including an advisory committee,stakeholder interviews, public outreach, multiple Planning Commission study sessions, � Housing and Human Services Advisory Committee review, prior Council study sessions,and a unique � joint study session among the Planning Commission, Housing Committee,and Council.The DbCD- ' funded projectvvunneurin8cunop|*tion,vvithP|anningCornnoiaoionrevevvonnc|udedothoJuneSth hearing. • Ordinance 3296 establishes a new Manufactured Home Park (MHP) zone and comprehensively updates the city's manufactured housing regulations,addressing both state-mandated requirements and city-initiated actions for preservation,reinvestment, and modernization of manufactured home parks. . * Ordinance 3297 applies the new MHP zone to two parks within the Ashland city limits: Wingspread and Tolman Creek. • Ordinance 3298 establishes a corresponding Manufactured Home Park comprehensive plan designation,applied to the two city-limit parks and two parks within the Urban Growth City Council Study Session June/5,2o28 Page 3o/5 8oundo Village and Nmuvoo Park—which would receive the MHP zoning designation upon annexation. w Ordinance 3306 creates a new Chapter 10.116 establishing notice of sale requirements, opportu n ity-to-purchase provisions, relocation planning requirements,and anti-harassment provisions as tenant protections. Unlike the other three ordinances,this is o municipal action, not m land use ordinance. Goldman noted that the materials provided for the study session were from before the Planning Commission's June 9th hearing.The packet for the first reading on the following evening includes Planning Commission suggestions such as defining "manufactured home park," "manufactured dwelling park,"and "manufactured housing development"as synonymous. It also involves removing Upper Pines Mobile Home Park and 278 Idaho Street from the proposed MHP zone and comprehensive plan designations, along with excluding Jackson Wellsprings from the comprehensive plan designation as it doesn't meet traditional manufactured home park criteria. These updates are included inthe ordinance package for the first reading. Fregmnnai walked through majorcode amendments, organized bv section.The ordinance increases � density limits from 13.5 to 18 units per acre,allowing units under 500 sq ft to contribute less toward � density, adding flexibility for prefabricated units. Setbacks and coverage comply with fire and building � codes, including porch and deck allowances.Landscaping must cover 35%of the lot,and open space standards were updated.A nonconformity clause enables phased compliance,so that improvements to one portion of a park do not trigger a requirement to bring the entire park into full compliance at once.Annexation standards remove affordability requirements for parks,allowing 18 units/acre to ease annexation. Childcare and treatment facilities comply with state laws (HB 3560, HB 2005).The ordinance permits RVs in parks,acknowledging their current presence and the trend of full-time residency.The code aims to support evolving and affordable housing. Goldman reported that the Planning Commission was generally supportive of Ordinance 3306 but recommended that further legal review be conducted by the city attorney's office prior to adoption.A motion to remand the ordinance back to the Planning Commission pending that review was not seconded and did not carry; the Commission ultimately forwarded the ordinance to Council with its � comments. Staff recommended that Council proceed with first readings of Ordinances 32SG, 3297, and 3288ot the following evening's public hearing,and continue consideration of Ordinance 3306 to a date certain of July 2lsL pending city attorney review. Council Discussion Concerns were expressed regarding the 180-day opportunity-to-purchase window. Nonprofit organizations and post research indicate that 80 tol2O days in generally more appropriate,ao 180 days could result in negative consequences for tenants. initially,the consultant team recommended 120 days,consistent with peer city research such as the City of Bellingham's experience. it was suggested to explore tolling mechanisms for delays outside residents'control.The discussion also covered whether the land use ordinances could be adopted separately from Ordinance 3306. It was clarified that establishing the Manufactured Home Park (MHP) zone effectively prevents conversion to oiherumanondthotOrdinonoe33O6offeromddedprotecdVnogainntrenteaoo|otionapout-ao|ato City Council Study Session June n5,2O20 Page 4o/5 third parties. Even though state law caps rent increases at 6 percent,some park owners seemed resistant to the proposed zone changes, unlike in Portland where many opted in voluntarily. Efforts to engage local park owners had limited success.The zone change,while more stringent than incentivizing,offers benefits like increased density and a nonconformity relief pathway.The rationale behind the zone change is to protect residents'investments from displacement due to redevelopment, drawing lessons from past regional incidents of park conversions in the mid-2000s. Furthermore, post-disaster conversion risks,such as those following the Almeda fire,were highlighted, with zone designations offering additional security. Concerns were also raised about Section 10.116.05 of Ordinance 3306, specifically regarding ambiguous language around relocation plans. It was suggested that clarity could be improved by changing "may"to"shall," mandating specific actions. The discussion included reviewing affordable housing requirements for parks annexing into the city, acknowledging that while manufactured home parks currently provide lower-cost housing,this may change over time.The goal is to encourage annexation by minimizing obstacles,even if permanent affordability cannot be assured. Goldman clarified that the consultant contract was largely fulfilled: staff would work with the city attorney's office to address the recommended revisions to Ordinance 3306 prior to the scheduled first reading on July 21,2026. Ill.Adjournment The meeting was adjourned at 7:26 pm. City Recorder Alissa Kolodzinski Mayor Tonya Graham City Council Study Session June 15,2026 Page 5 of 5 �N FinND ance Update Third Quarter FY26 June 15, 2026 Third Quarter FY26 • • Summaryof Balances Summary of Revenues and Expenditures - City Wide Statement of Resources, Requirements, and Changes in Fund : • •• • - Summaryof • . Investments LimFinancial Overview - Third Quarter FY26 z Revenues Year over Year 3rd Quarter \� $90,000,000 $80,000,000 $60,000,000 $50,000,000 $40,000,000 _ $30,000,000 $20,000,000 $10,000,000 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 2022-23 2023-24 2024-25 2025-26 ._.......___...:__.,.__. ■Charges for 5emices ■Taxes Intergovernmental Revenue Franchise Fees ■Operating Transfers In i I f, ■Interest on Pooled Investments■Licenses and Permits ■Miscellaneous Revenues ■Debt Revenue ■Fines and Forfeitures Financial • • Quarter FY26 Revenues :• City-Wide $78.2M or 5% increase from prior year Taxes ■ Increase due to Public Safety Fee and Wildfire Reduction Fee increase and creation of Parks Fee ■ Food and Beverage Tax- 6.2% increase from prior year ■ Transient Lodging Tax-70.7% increase from prior year ❖ Licenses and Permits, System Development Charges ■ Higher than prior year for this time period IA,� Financial • • • • rr =` Revenues •;• Intergovernmental Revenue ■ Grant Revenue-Public Works TAP system upgrades, conflagration 'I reimbursement for Fire, State Revenue Sharing increased slightly ❖ Charges for Services Lower than previous year for some time period due to mild winter •3 Fines and Forfeiture Higher than the previous year due to increased Parking Fine Revenue a :f •;• Interest on Investments f, ■ Decreased- 78.7% compared to prior year •;• Miscellaneous Revenues ■ Increased over prior year-sale of Clean Fuel Credits and Decommissioned Assets in the Equipment Fund hi Financial • - • Quarter Expenditures Year over Year 3rd Quarter 590,000,000 $80,000,O00 g $70,000,000 - 'Y $60,000,000 $50,000,000 � . $40,000,000 $30,000,000 4 $20,000,000 �1 $30,000,000 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 2022-23 2023-24 2024-25 2025-26 d 1 F' ■Material and Services ■Personnel Services —:Capital Outlay Debt Services ■Transfer-Out,Contingency,Ending Fund Balance i Expenditures i •;• Third quarter, first year of biennium-75% et ■ Personnel Services 70.2% of bud g ■ Materials and Services 68.8 % of budget ■ Debt Service is trending as expected based on repayment schedules ■ Capital Outlay is trending as expected based on timing of projects Within expectations for third quarter I��ia Financial Overview - Third Quarter FY26 I City`s Net Position ❖ Fund Balance ■ City Wide = $84.8M vs $89.8M previous year ■ General Fund = $16.8M vs $20M previous year - ■ Street Fund = $3.2M vs $3.9M previous year =- ■ Water Fund = $16M vs $19.3M previous year ■ Telecommunications Fund = $2.6 vs $3M previous year ■ Capital Improvement Fund- Transfer of $200,000 from the General Fund -;-Cash & Investments ■ City Wide = $79.2M vs $83.6M previous year Ir Financial • - • • • • Ashland Parks and Recreation ❖ Revenue ■ Slightly higher than previous year ❖Expenditures ■ Within budget expectations ■ General Fund Personnel Services 6Z4% ■ General Fund Materials and Services 64.1% I ■ Parks Capital Improvement Fund balance $3,478,241 Financial • • Quarter FY26 GENERAL FUND: ORIGINAL APPROPRIATION BUDGET EXECUTION* *excludes Encumbrances JUL-DEC FY26-M&5 47.99% 64.11% ■JANUARY FY26-P/5 41.70% 67.40% ■FEBRUARY ■MARCH FY26 43.99% 66.20% FY25 49.08% 75.37% FY24 39.97% 59.820A 01A 10% 2045 30% 40% 50% 60% 70% 60,b Q3 FY26 BALANCE:$2,619,634 of$7,750,540 PARKS CIP* $160,000 $145,773 $146,751 *excLudesEncumbrances $140.000 $121,305 \'I $10000 $t0o,000 PRIOR BALANCE:$3,250,234 $80,000 JANUARY: + $25,362 $60,000 FEBRUARY: +$147,713 MARCH: + $54,932 $40,000 Q3 BALANCE: $3,478,241 $20,000 $- 202^- 2025 2026 ■lAN IFEB ■MAR GENERAL FUND REVENUE* 9Z PRIOR •JAN .FEB •MAR *excludes Park Maintenance Agreements/Parks Grants b 64 L�1, 0 R R[CR { ram Update on Low Income Assistance Program g ❖ 451 Qualified Customers •••28 have reached $400 threshold Low Income Assistance Program r r As of March 31,2026 w $250,000 2025-26 Actua l 2025-26 Budget 5200.000 Electric Fund $ 52,955 $ 245,000 $150.000 Wastewater Fund 25,996 13,660 $100,000 Water Fund 17,331 24,000 $50,000 $ 96,282 $ 282,660 Electric Fund Wastewater Fund Wa ter Fund 02025-26 Actual 02025-26 Budget Financial Overview — T • Quarter • 4 . Update on Utility Receivable r� tYa I. .�r r�.; ❖ $2.6M of $51VI total is past due s n ❖$1.31VI on payment plan, $1.3M not and subject to Utility Billing Receivable t � s delinquent processing Fund: As of March 31,2026 Total Delinquent zkf 7 �i General $ 707,619 $ 386,927 ' Street 234,285 128,360 Wildfire Risk Reduction 74,457 24,260 r w Water 727,550 356,324 F':.'�"l{•�y4.d. Wastewater 684,375 302,743 Stormwater 85,088 34,478 Electric 2,133,194 1,195,409 P .. .. Telecommunications 391,373 202,489 5,037,942 $ 2,630,991 .I Amount on payment plans: $ 1,271,006 1 . Amount without payment plans: $ 1,359,985 Financial Overview - T • Quarter FY26 12 Update on Utility Receivable ❖ Total Aging By Fund: Ito 30 31to60 61to 90 91to 120 Over120 Total Total Delinquent General $ 320,693 $ 60,298 $ 43,140 $ 28,468 $ 255,021 $ 707,619 $ 386,927 I Street 105,925 17,247 11,452 8,708 90,953 234,285 128,360 I Wildfire Risk Reduction 50,197 7,253 4,363 3,044 9,600 74,457 24,260 Water 371,226 51,564 32,891 21,871 249,998 727,550 356,324 i Wastewater 381,632 53,746 30,290 20,832 197,875 684,375 302,743 Stormwater 50,610 5,967 3,520 2,439 22,551 85,088 34,478 Electric 937,785 172,401 124,150 79,421 819,438 2,133,194 1,195,409 _._. Telecommunications 188,884 22,659 25,096 8,936 145,798 391,373 202,489 JIL $2,406,951 $ 391,136 $ 274,901 $ 173,719 $ 1,791,234 $ 5,037,942 $ 2,630,991 Financial • • Quarter FY26 13 General Fund Forecasting Update ❖ Process for forecasting •3Gather and analyze historical averages -:-Develop set of assumptions 4:•Continue to evaluate Revenue and Expenditure streams -*.-Update forecast periodically I1`ir Financial • • • • General Fund Forecasting Update Additional Adjustments to the forecast from February 11, 2026: =- ❖Increased Fuel Costs -.*-Increased Fire Department Overtime ❖Incorporated sunset of Food and Beverage tax in worst case scenario Financial Overview — Third Quarter FY26 15 Ir General Fund Forecasting Update ❖ Potential Impacts: ❖Ambulance Study and Regional Fire Study underway - •:-Unfunded Capital needs - Impact of the future of SOU :•Impact of the closure of most of Ashland Community Hospital Ir Financial • - • Quarter FY26 16 i SOU and Asante potential impacts Southern Oregon University SOU Utility Accounts Yearly Yearly Electric Fund $1,671,310 Food and Beverage Tax at SOU $ 40,000 General Fund $5,175 Utilities SOU pays 2,040,000 Stormwater Fund $28,176 Utilities for SOU Family Housing 225,000 Street Fund $96,019 $ 2,305,000 Wastewater Fund $64,128 Water Fund $163,725 Asante Ashland Community Hospital $ 835,000 Wildfire Risk Reduction Fund $11,279 SOU Family Housing Accounts Yearly Asante Ashland Community Hospital Yearly Electric Fund $110,547 Electric Fund $802,795 General Fund $39,167 General Fund $8,364 Stormwater Fund $1,216 Stormwater Fund $1,029 Street Fund $13,541 Street Fund $2,332 Telecommunication Fund $823 Wastewater Fund $6,191 Wastewater Fund $15,927 Water Fund $10,490 Water Fund $38,566 Wildfire Risk Reduction Fund $1,010 Wildfire Risk Reduction Fund $2,819 FinancialThirdQuarter • 17 General Fund Forecasting Update Best Case Scenario 2024-25 2026-26 2026-27 2027-28 2028-29 2029-30 2030-31 Actual Forecast Change Forecast Change Forecast Change Forecast Change Forecast Change Forecast Change Revenues $42,905,006 $42,767,275 0% $43,246,251 1% $44,125,130 2% $45,393,291 3% $46,671,490 39A $47,931,876 391. Taxes 20,183,671 22,371,155 10% 23,027,439 3% 23,704,694 3% 24,403,594 3% 25,124,836 3% 25,834,708 3% ? Franchise Fees 4,240,385 4,410,000 4% 4,910,000 10% 5,106,400 4% 5,310,656 4% 5,523,093 4% 5,744,006 4% 1 Charges for Services 11,121,520 11,344,268 2% 11,699,940 3% 12,218,069 4% 12,605,428 3% 13,006,648 3% 13,422,249 3% Intergovernmental Revenue 584,078 595,760 2% 607,675 2% 619,828 2% 632,225 2% 644,869 2% 657,767 2% Grants 620,352 250,000 -148% 250,000 0% 250,000 0% 250,000 0% 250,000 0% 250,000 0% Ucensesand Permits 1,101,054 1,125,277 2% 1,150,033 2% 664,334 -73% 678,949 2% 693,886 2% 709,152 2% Finesand Forfeitures 192,961 186,620 2% 190,353 2% 194,160 2% 198,043 2% 202,004 2% 206,044 2% Operating Transfers In 3,850,774 1,532,545 -151% 497,545 -209% 497,545 0% 497,545 0% 497,545 0% 497,545 0% Intereston Pooled Investments 850,261 780,000 -9% 740,000 -5% 695,000 -6% 640,000 -9% 550,000 -16% 430,000 -28% Miscellaneous Revenues 169,950 171,650 1% 173,366 1% 175,100 1% 176,851 1% 178,619 1% 180,405 1% Expenses $44,590,710 $44,096,359 -1% $45,352,510 3% $45,261,047 0% $46,863,569 3% $48,678,141 4% $50,547,925 4% Personal Services 28,941,626 29,652,411 2% 31,020,774 4% 31,523,572 2% 32,859,005 4% 34,292,966 4% 35,769,452 4% Materials&Services 12,822,638 12,149,305 -6% 12,293,095 1% 12,638,832 3% 13,195,922 4% 13,596,533 3% 13,979,831 3% Capital Outlay 1,4K203 1,441,142 -3% 895,142 -63% 445,142 .99% 445,142 0% 445,142 0% 445,142 0°D Operating Transfers Out 1,346,243 453,500 -197% 353,500 -28% 653,500 46% 353,500 -85% 353,500 0% 353,500 0% Contingency Used 400,000 0 800,000 0 0 0 0 C 0 0 0 0 Beginning Fund Balance $17,057,723 $15,37ZO19 $14,042,935 $11,936,676 $10,800,759 $9,,3W,490 $7,323,EW Ending Fund Balance $15,322,019 $14,04Z,935 $11,936,676 $10,800,759 $9,330,490 $7,37 SM $4,707,780 _ ',. Operating Expenditures $41,764,264 $42,201,717 $44,113,868 $44,162,405 $46,064,927 $47,879,499 $49,749,283 Fund Balance Policy(16.57%) $6,962,103 $7,035,026 $7,353,782 $7,361,873 $7,679,023 $7,981,512 $8,293,205 ExcessI(EWiciency) $8,409,916 $7,007,909 $4,582,894 $3,438,886 $1,651,457 ($657,683) ($3,585,425) Unassigned $13,516,988 Financial Overview - T • Quarter FY26 F General Fund Forecasting Update '" ❖ Year End Estimate Using May 31, 2026 ❖Franchise Fee and Electric Users Tax reduced for mild winter ❖Intergovernmental Revenue increased . ' ❖Interest on Investments decreased L ❖Administration-Capital increased only this year .k ❖Fire-Overtime increased ❖Decreased Parks Capital Outlay :i ❖Use of Contingency Financial • • Quarter General Fund Forecasting Update General Fund Forecast j Scenario based on ActuaIs as of May31,2026 (( 2024-25 2025-26 2026-27 2027-28 2028-29 2029-30 2030-31 /tt a)F x Actual Forecast Change Forecast Change Forecast Change Forecast Change Forecast Change Forecast Change _ Revenues $42,905,006 $42,220,095 -2% $42,973,358 2% $43,960,700 2% $45,353,652 3% $46,798,419 3% $48,254,213 3% I t - Taxes 20,181671 1012,420 8%r 22,747,582 3% 23,492,379 3%r 24,265,216 3% 25,067,244 3%r 25,856,819 3% Franchise Fees 4,240,385 4,100,000 -3%r 4,600,000 11% 4,784,000 4% 4,975,360 4% 5,174,374 4%r 5,381,349 4% _ Charges for5ervices 11,121,520 11,224,402 1%r 11,576,378 3% 12,090,903 4%e 12,474,447 3% 12,871,738 3%r 13,283,292 3% '7�'P. Intergovernmental Revenue 584,078 718,843 19%r 740,409 3% 762,621 3°/� 785,499 3% 809,064 3%e 933,336 39A Grants 620,352 574,385 -8%r 574,385 0/ 574,385 0,6r 574,385 0% 574,385 0%r 574,385 0/ Licenses and Permits 1,101,054 1,130,000 3%1 1,154,860 2% 669,267 -73%r 683,991 2% 699,039 2%r 714,417 2% f Fines and Forfeitures 182,961 215,000 15%r 221,450 3% 228,094 3%r 234,936 3% 241,984 3%r 249,244 3% t i1 Operating Transfersln 3,850,774 1,532,545 -151%r 632,545 -142% 632,545 0/r 632,545 0/ 632,545 0%r 632,545 0/ Intereston Pooled Investments 850,261 637,500 -33%r 650,000 25' 650,WO 0/r 650,000 0% 650,000 0%1 650,000 0/ Miscellaneous Revenues 169,950 75,000 -127%r 75,750 1% 76,508 1%r 77,273 1% 78,045 1%r 78,826 1% Expenses $44,590,730 $94,390,178 -1%r $45,352,510 2% $45,261,047 0%r $46,863,569 3% $48,678,141 4%r $S%547,925 4% Personal5ervices 28,941,626 29,735,044 3%r 31,020,774 49/ 31,523,572 2%r 32,869,005 4% 34,282,966 4%1 35,769,452 4% Materials&5ervices 12,822,638 12,101,634 -6%r 12,293,095 2% 12,638,832 3%r 13,195,922 4% 13,596,533 3%1 13 %,979,831 3 Capital Outlay 1,480,203 1,650,000 10/1 885,142 -86% 445,142 -99•/r 445,142 0/ 445,142 0%1 445,142 0% Opertting Transfers Out 1,346,243 453,500 -197%r 353,500 -28-A 653,500 46%1 353,500 -85% 353,500 0%1 353,500 0% Contingency Used 400,000 0 800,000 0 0 0 C 0 0 0 0 0 Beginning Fund Balance $17057723 $15372,019 $13251,936 $10,872,784 $9,572,438 $8,062,s21 $6,182,799 Ending Fund Balance $15,372,019 $13,251,936 $10872784 $9,577,438 $8,04521 $6182799 $3,=,- Operating Expenditures $41,764,264 $42,236,678 $44,113,868 $44,162,405 $46,064,927 $47,879,499 $49,749,283 Fund salaam Policy(16674) $6,962,103 $7,040,854 $7,353,792 $7,361,873 $7,679,023 $7,981,512 $8,293,205 $9,409,916 $6,211,082 $3,519,003 $2,210,565 $383,498 ($1,798,713) ($4,404,118) I Unassigned $13,516,988 Government Finance Officers Association Government Finance Officers Association Certificate of Achievement for Excellence in Financial Reporting Presented to City of Ashland Oregon For its Annual Comprehensive Financial Report For the Fiscal Year Ended June 30,2025 QUESTIONS? 4 1 d%, P a i STORYTOWN Year One: a new chapter in Ashland's story: n, ssion m Storytown Ashland revitalizes our city through year-rouAd cultural events,creative infrastructure,economic and workforce development—with the goal of making Ashland an ever-flowing and attractive destination for young families and artists,365 days a year. I i•• Ai Aim& f Year one goals Rebrand Fill the Foster Solve Ashland Calendar Collaboration Problems Highlight 1-Branding We rebranded Ashland , as 'Storytown'. S T 1W N How Storytown • • works Expands the Adds to the TOWN We Calendar storytelling S eaks to a legacy of OSF p Ashland,a cultural wider audience � epicenter on I-5. d x W built the Storytown Ashland • • • . • . •the 64°Clouds.Feels Like 62° Up Next... foundation for a year round calendar. Molt Season:The Agentic Turn `;? (AI That Actually Does Things) �White Rabbit Clubhouse Thu,Feb` 5'30pm-7pm THIS WEEK THIS WEEKEND Ho�,� We know what's DSTORY happening now64*Clouds.Feels Like 62" A o w rl Personalized single 1i Up Next... source calendar .. Surprise & delight in =.= the palm of your hand Age (Al That Actually Does Things) e White Rabbit Clubhouse Foundation for year- round experiences THIS WEEK Highlight 3-The Ashland Sarcasm Festival! ASELAN' D SA We launched the 1st PRESENTS ;fS T1VAL annual Ashland �((j Sarcasm Festival! } r ,. AST! year one 2,500+total 42 nighMoked attendees 50+comedians at local hotels Boosted sales in booked restaurants and • i TO ASHLAND Impactiful Marketing & PR SARCASM[ FnTIVAL @. P 3 1 • The Oregonian • OPB 65 rr obb (two stories) 8 7 SST b trT 4 • Ashland News • ; 10 • Oregon Arts Watch • Rogue Valley Times 7 12 • Jefferson Public Radio .I�JII • KOBI News 5 Resistance Wine Co ? Angus Bowmer Theatre The Drift Collective ] SkoutTaphouse • Here is Oregon Local 31 Pub ? Ashland Springs Hotel Dar Juillet (s a The Columbia Hotel Liquid Lounge • KDRV Newswateh 12 's erickroom : S White Rabbit Creator Clubhouse Zi Spice Cate PRESENTED BY December 5-7,2025 SARCASMFEST.COM ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ Work-force Development Through Sarcasm l�J LL f�ll Local Economic Impact Event Performance&Reach Business Growth 17 Ashland residents employed. 17 out of 20 events sold out; Achieved a 47-55%revenue $44k+invested into local hires audience represented by 32+ increase for participating production,print services,and cities with 30+multi-event businesses. business partners. attendees. • • Free Bike With the help of SOU student THIS HAT MEANS. . . athletes we created free bike valet for concerts STORY Park . alleviate . . ASHLAND headaches. Some of our athletes are • in d during the summer now to work - valet. FREE BIKE VALET. i t"+`"._�` •awe(,_` 11� ' 7 OR- Azago - I i - r,, t^ x o � r4.? +.R `.�•. ►may Highlight 5-Eventorship We started a program to help new events succeed, when new events succeed, new businesses sprout up t ventorshir and workforce development mentorship for events grows. Giving SOU students jobs and a pathway to staying in Ashland. The Next Three Years: 2026 • 2026 & 2026 The Calendar App Becomes a Business Eventorship:We Help Others Build Events 0 • 2026 2026 2nd Annual Sarcasm Festival! We Formalize Governance The Next Three Years: 2027 50 Businesses Subscribe to the 41 We Launch a Spring Family Festival 41 First Major Foundation App Grant • Sarcasm Festival:A West Coast 40 Grow Sponsorship Base Destination The Next Three Years: 2028 and Beyond 2028 and Beyond • Year 4 A Third Signature Music Event More Than Half the Budget is Self-Sustaing with 12 months of operating reserves 41 Year 4 Year 4 Eventorship Expansion Ashland's Economy Experiences Remarkable Growth and Progress Ashland's Year-round Cultural Calendar by 2028 AdventureWinter Music Festival Children's Out-door SUMMER r L The seeds have been planted, now is the time to support this mission to grow and blossom ! ha . . R< 00 ."4 •7 q tw" 3^ � ' f - � ��- . �� x?tlr'�-�_ /� '!F � R)r,.� �: »-.,;.r"_ Manufactured --Hom-e _ Park Zone (MH,PZ) i w Y �r. r ' City Council Study Session June 15, 2026, 5:00 PM � ». e- yam, * "• - >� r.•-' .^..�` R- �r+'� - Project Overview fj _t - ,� .� .. ice- ,. ..: . �',,... ^.` ;.. f "4 .'f � •"- MHPZ Project overview Project Background: The MHPZ is a part of Ashland's Housing Production Strategy Strategy G: Maintain quality and support preservation of existing manufactured home parks DLCD Grant: Ashland received a technical assistance grant from the Oregon Department of Land Conservation and Development (DLCD) to fund the creation of the MHPZ ordinance. Design Standards: The project called for set standards for density, lot size, setbacks, utilities, and more to preserve existing parks and possibly allow higher- density development and smaller unit sizes. MHPZ Project Engagement • The MAC met 3 times over the course of the project to give feedback • A joint study session between the HHSAC, PC, CC was held on January 27, 2026 to review work products • Code changes were reviewed by: • MAC on March 11,2026 • HHSAC on April 23, 2026 • PC on April 28,2026 • An online open house is available on the city webpage showing work products and materials • A survey was published on the webpage • It was open from April 27 to May 31, 2026 • Approximately 46 people responded to the survey r • 0 0 0 V4 • 0 AM - f w r r Proposed MPH Zone ` The Manufactured Home Park Zone (MHPZ) is proposed for 4 existing manufactured housing communities. 2 are located within the Ashland city limits: • Wingspread Manufactured Home Park ;? • Tolman Creek Manufactured Home Park _ 2 are located within the Ashland Urban Growth Boundary(UGB): 4: # • Siskiyou Village Manufactured Home Park • Navoo Park Estates I " ' � «4s- ,. ._.» •-.r .� L' p 1 � _. t � :� #.�•ry��q y,_Y �.-".�'r��f* F'�. ,:y y-„���">��•` , '— i y. y I � �. �f'r�; _ 1 1 � _ �!''ry'�, r♦ _y�y�� ..� �. Win.- - l a y ' Pro osed Code Chan es p g r Add the ed Park Zone (MHPZ) o . a to the . . -. - . . - table. Changes Update the childcare facilities to .- permitted on lands zoned for multiunit residential or Summaryinstitutional uses _ 3560. Update residential treatment facilities and idential itted on lands AMC _ zoned . residential, commercial, employment, •and public lands 18.2.2.030 (excluding •• = 2005. ✓ Revise standards for manufactured homes on Code individual lots to comply with state-required clear and objective standards to comply with Changes HB 2347 and ORS 197A.400. Summary AMC ✓ Revise manufactured housing development standards to implement updated clear and objective standards. ✓ Update density, dimensional, and design standards Code to support higher-density manufactured housing developments. Changes ✓ Remove minimum lot size standards and instead Summary reference applicable building and fire code requirements. ✓ Revise maximum lot coverage standards to allow up AMC to 65 percent lot coverage. 18 � ' ✓ Update setback standards to reference applicable building and fire code separation requirements and allow limited encroachments for porches and decks where compliant with applicable codes. ✓ Update private street and circulation standards, including turnaround requirements consistent with applicable fire code standards. ✓ Add permanent pedestrian walkway and ADA accessibility requirements. ✓ Update landscaping standards and require landscaped open areas for a minimum of 35 percent Code or lot area. Changes ✓ Update common open space and amenity standards. Summary ✓ Add standards for community-serving buildings, including permitted and conditional accessory uses. ✓ Revise manufactured housing unit standards, AMC including removal of minimum size,width, and patio requirements and allowing smaller units under 500 18.2.3.180 square feet to count toward density calculations at a reduced ratio. ✓ Revise standards applicable to nonconforming manufactured housing developments to allow phased or partial compliance approaches. • ✓ Revise Performance Standards Option (PSO) applicability provisions to allow cottage housing and manufactured housing developments to utilize PSO procedures. If • • ✓ Add references to AMC 18.2.3.180 within PSO Overlay • applicability standards. Revise outline plan procedures to exempt manufactured housing developments and cottage housing developments from certain outline/final plan approval submittal requirements. • • , , ✓ Revise annexation standards to exempt manufactured • • home parks from residential annexation affordability requirements and allow manufactured housing developments up to 18 dwelling units per acre upon annexation. • ✓ Add and revise definitions related to manufactured housing, including Manufactured Dwelling, Prefabricated Dwelling, Manufactured Dwelling Park, Recreational Vehicle, and Proportionate Impact. ✓ Add a new chapter establishing standards related to • manufactured home park sale, closure, conversion, and tenant protections, including notice requirements, opportunity to purchase provisions, relocation assistance standards, relocation plan review procedures, anti-harassment provisions, notice requirements to City housing staff, and enforcement provisions. �! +1 ' f ro of Updated Zoning Map 1 -74 iol Ordinance 3297 Ai �45HLKk AND Zoning Map 1 `f� O t'ity wN,e P-13v { �GF10va�WY _C-I-O R-13 . � I i Povniay � 1 Pl-'I.5 North Moun Wn ZonIng Overlay Daenll I I 1. . + ~�� N n.wunmm zonR clomm,eon. RR-s ` L7 wN `. w u rrasc,ua LM�na- I Croman Mill Zoning Overlay Detail r'v �.� `' - •.-t ~ + (� I r ! s AIL ­rt or 10 pdated Comprehensive Plan Map r y_, — '.fie. "T .-� •4 — w- 0 e, �. � �-- • t • � - e - .. ,- . � __-.� �_ ._+cr'1'�-r-._ ;� .'-.#� .. K;'=v./�—mot' Next Ste s p r Steps:Next Adoption Schedule: CouncilCity Council Public Hearing First Reading— 6/16 City • • R' . • • CITY O F �SHLAND ALL, � 1 � 4 Planning Commission Recommendation Commissioners Phillips/Herron m/s to recommend that City Council adopt the proposed manufactured home park zone ordinance package for PA-L-2026-00018, including Ordinances 3296, 3297, and 3298, together with the supporting findings as recommended by staff and as amended on the record, specifically: amending Ordinances 3297 and 3298 to remove Upper Pines and 278 Idaho Street from the proposed MHP zone and comprehensive plan designations, excluding Jackson Wells Springs from the maps, and amending the definition of "manufactured dwelling park" to recognize "manufactured home park" and "manufactured housing development" as synonymous terms; and further recommending that Ordinance 3306 (AMC Chapter 10.116) be forwarded to City Council with the Planning Commission's comments but receive additional city attorney review before adoption. Roll Call Vote: Commissioners Phillips, Herron, Maher, MacCracken Jain, KenCairn, Lininger, and Verner: All AYES. Motion passed 7-0. Staff Recommended Council Motions for Public Hearing on 6/16 Motion 1—Ordinance No.3296 I move to approve first reading of Ordinance No.3296 amending Ashland Municipal Code Sections 18.2.2.030, 18.2.3.170, 18.2.3.180, 18.3.9.020, 18.3.9.030, and related provisions to establish the Manufactured Home Park Zone(MHPZ), modify manufactured home park standards, and implement state law requirements relating to childcare facilities and residential care uses, as presented[or as amended]. Motion 2—Ordinance No.3297 1 move to approve first reading of Ordinance No. 3297 amending the Ashland Zoning Map to establish the Manufactured Home Park Zone, as presented[or as amended]. Motion 3—Ordinance No.3298 1 move to approve first reading of Ordinance No. 3298 amending the Ashland Comprehensive Plan Map to establish the Manufactured Home Park designation, as presented[or as amended]. Motion 4—Ordinance No.3306 I move to continue consideration of Ordinance No.3306 adding Chapter 10.116 to the Ashland Municipal Code establishing notice of sale, opportunity to purchase, relocation standards, and tenant protections for manufactured home park residents to July 21, 2026, and direct staff to return with any revisions recommended following further legal review. • • � � Y WrY .� y �,.. rP _p Than k You !