HomeMy WebLinkAbout2705 Revising Local Imp/Special Assessment ChaptersORDINANCE NO. ~-~-
AN ORDINANCE COMPLETELY REVISING THE LOCAL IMPROVEMENT
AND SPECIAL ASSESSMENT CHAPTER AND DELETING THE
SIDEWALK ASSESSMENTS CHAPTER OF THE ASHLAND MUNICIPAL
CODE
THE PEOPLE OF THE CITY OF ASHLAND DO ORDAIN AS FOLLOWS:
SECTION 1.
follows:
Chapter 13.20 is amended in its entirety to read as
CHAPTER 13.20
LOCAL IMPROVEMENTS AND SPECIAL ASSESSMENTS
Sections:
13.20.010
13.20.020
13.20.030
13.20.040
13.20.050
13.20.060
13.20.070
13.20.080
13.20.090
13.20.100
13.20.110
13.20.120
13.20.130
13.20.140
13.20.150
13.20.160
13.20.170
13.20.180
13.20.190
13.20.200
13.20.210
13.20.220
Definitions.
Initiation of Local Improvements.
Content of Improvement Resolution.
Notice of Hearing Regarding Improvement.
Hearing on Improvement Resolution.
Method of Assessment.
Notice of Assessment.
Address To Which Notices Should Be Sent.
Deficit Assessments or Refunds.
Rebates and Credits.
Description of Real Property; Effect of Error In
Name of Owner
Lien Records and Foreclosure Proceedings.
Errors in Assessment Calculations.
Installment Payments of Assessments.
Abandonment of Proceedings.
Manner of Doing Work.
Curative Provisions.
Construction of Improvement: Bids.
Reassessments.
Apportionment of Liens Upon Partition.
Remedies.
Severability.
13.20.010 Definitions. The following words and phrases whenever
used in this chapter shall be construed as defined in this
section unless from the context a different meaning is intended.
A. "Improvement resolution" means that resolution adopted
by the council declaring its intention to make a local
improvement.
B. "Local Improvement" has the meaning given under ORS
223.001.
C. "Local Improvement District" means the property that is
to be assessed for all or any portion of the cost of a local
improvement and the property on which the local improvement is
located.
PAGE i-ASSESSMENT ORDINANCE
D. "Lot" means a lot, block or parcel of land.
E. "Owner" means the owner of the title to real property or
the contract purchaser of real property of record as shown on the
last available complete assessment role in the office of the
County Assessor.
13.Z0.020 Initiation of Local Improvements. Whenever the
council in its discretion deems it necessary to make any local
improvement to be paid for in whole or in part by special
assessment, the council may declare its intention to make the
local improvement by adopting an improvement resolution. The
proposed local improvement may be initiated by either of the
following methods:
A. By the council, at its own initiative; or
B. By written petition requesting the local improvement
signed by more than 50 percent of the owners of property that
would benefit specially from the local improvement.
13.20.030 Content of Improvement Resolution. A. Mandatorv
Provisions. The improvement resolution shall contain the
following:
1. A description of the improvement;
2. A description or map of the boundaries of the local
improvement district to be assessed;
3. A declaration of the council's intention to
undertake the improvement;
4. Provision for a date, time and place for a hearing
regarding the improvement; and
5. A direction that notice be given of the improvement
and of the public hearing.
6. The amount of the estimated cost of the improvement
made by the city engineer and a proposed allocation of the cost
of the improvement among the owners of the property to be
specially benefitted;
B. Optional Provisions. The improvement resolution may
include the following:
1. A determination whether the property benefitted
shall bear all or any portion of the cost of the local
improvement, based upon the estimated cost;
2. Alternative proposals relating to the local
improvement, but only if each alternative contains all of the
information required to be contained in the resolution if that
alternative proposal were the only proposal put forward; and
3. Any other information that the council deems
relevant to the improvement.
13.20.040 Notice of Hearing Regarding Improvement Resolution.
A. Notice. Notice of the hearing regarding the improvement
resolution shall be given at least 30 days prior to the scheduled
date of the hearing.
B. Method of Delivering Notice. Notice shall be made by
publication in a newspaper of general circulation within the city
and by mailing copies of the notice by first class mail to the
owners of lots affected by the improvement.
PAGE 2-ASSESSMENT ORDINANCE
C. Content of Notice.
1. The notice shall contain:
a. A general description of the proposed
improvement;
b. A description or map of the local improvement
district to be created;
c. A description of the property to be
specifically benefitted by the improvement; and
d. The date, time and place of the hearing when
the council will hear and consider objections or responses to the
improvement.
e. A statement that if two-thirds of the property
owners to be benefitted object to the improvement, the
improvement will be suspended for six months.
f. A clear explanation on how and where property
owners may object to the improvement.
g. The amount of the estimated assessment
proposed on each particular property.
h. Any other information the council may direct
to be included.
D. Effect of Failure of Notice. Any mistake, error,
omission or failure with respect to a good faith mailing of any
notice shall not be jurisdictional or invalidate the improvement
proceedings.
13.20.050 Hearinq on Improvement Resolution. A. Testimony
Considered. At the hearing regarding the improvement resolution,
the council shall hear and consider testimony, both oral and
written, on the improvement.
B. Approval in Discretion of Council. The council may
implement the improvement resolution and undertake completion of
the improvement only if, in its sole discretion, the improvement
is in the best interest of the city. The council's discretion
shall not be limited by the fact that a majority of the
benefitted property owners have requested or indicated their
support for the improvement.
C. Effect of Remonstrance. If at the hearing, the owners
of two-thirds of the property to be specially assessed for the
improvement, or the owners of property which will be assessed for
two-thirds or more of the proposed assessment, deliver to the
council a remonstrance to the improvement, then action on the
improvement shall be suspended for a period of six months.
Action on sidewalks or on improvements unanimously declared by
the council to be needed at once because of an emergency shall
not be subject to suspension by a remonstrance of the owners of
the property to be specially assessed.
D. Modifications. At the hearing, the council may direct
any modification of the improvement that it deems appropriate.
If the council modifies the scope of the improvement such that
the local improvement district would be enlarged, or, if
estimated assessments have been made by the time of the hearing,
the assessment is likely to be increased upon one or more lots,
then a new improvement resolution shall be adopted by the
council, and new notices mailed to all of the owners of
PAGE 3-ASSESSMENT ORDINANCE (p:ord\assess.ord)
properties within the local improvement district. No new
publication regarding the amended improvement need be made.
E. Creation of Local Improvement District. If the
improvement is approved by the council, the council shall by
resolution create the local improvement district to be served by
the improvement.
F. Determination of Allocation. The council shall
determine whether the property benefitted shall bear all or a
portion of the cost. The council shall then direct the city
recorder to prepare the estimated assessment to the respective
lots within the local improvement district and file it in the
lien records of the city. The council shall then hear any
objections that have been filed with the recorder concerning the
amount of the assessments, and may adopt, correct, modify or
revise the estimated assessments.
13.20.060 Method of Assessment. A. Procedure for Assessment.
When the estimated cost of an authorized local improvement has
been ascertained on the basis of the award of a contract or the
departmental cost of the city or other governmental agency to
undertake the improvement, the city recorder, or such other
person as the council may direct, shall prepare the proposed
assessments to the respective lots within the local improvement
district, shall file them in the office of the city recorder, and
shall submit the proposed assessments to the council. The
submission may be in the form of a proposed resolution.
B. Determination of Assessment. The council shall
determine the amount of the estimated assessment to be charged
against each lot within the local improvement district according
to the special and peculiar benefits accruing to the lot from the
improvement, and shall spread the estimated assessments
accordingly. If the estimated cost, as ascertained under the
preceding paragraph, is more than ten percent above any estimated
assessment contained in the notice described in section
13.20.020, the council shall vote to discontinue the project or
to find other sources of funds so that the actual assessment does
not exceed the estimated assessment by more than ten percent. In
determining and spreading the assessment, the council may use any
just and reasonable method consistent with the benefits derived
by the various affected lots.
C. Adoption of Proposed Assessment. Upon receiving the
proposed assessment, the council shall, after making any
modifications, adopt a resolution directing that notice of the
proposed assessments be mailed or personally delivered to the
owners of the lots to be assessed. The notice shall contain the
following information:
1. The name of the owner, a description of the
property to be assessed, and the amount to be assessed against
the property.
2. A date and time by which written objections to the
proposed assessment, stating specifically the grounds for
objection, must be received, and the date, place and time of a
hearing at which the council will consider any objections.
PAGE 4-ASSESSMENT ORDINANCE W:o~X~,~.ord)
3. A statement that the assessment will be levied by
the council after the hearing, will be charged against the
property, and will be immediately payable in full or in
installments (if applicable) following the levy.
C. Supplementary Notice. Supplementary notice of the
proposed assessment and of the hearing scheduled to consider the
proposed assessment in form and content to be determined by the
city recorder may also be published or posted by the city
recorder.
D. Hearing Regardinq Proposed Assessments. The council
shall hold a public hearing on the date and time set in the
notice to consider those objections filed in writing with respect
to the proposed assessments. The council may adopt, correct,
modify or revise the proposed assessments and shall determine the
amount of the assessment to be charged against each lot within
the local improvement district according to the special and
peculiar benefits accruing to it from the improvements, and shall
by resolution levy and spread the assessments and cause that
notice of the assessments be delivered to all of the owners of
property within the local improvement district.
13.20.070 Notice of Assessment. A. Within ten days after the
effective date of the resolution levying the assessments, the
city recorder shall send by first class mail to the owner of the
assessed property, a notice of assessment. The notice shall
contain the following information:
1. The date of the resolution levying the assessment,
the name of the owner of the property assessed, the amount of the
assessment, and a description of the property assessed;
2. A statement that the owner may file an application
to pay the assessment in installments, as provided in this
chapter; and
3. A statement that the entire amount of the
assessment, less any part for which application to pay in
installments is made, is due within 20 days of the date of the
letter and, if unpaid on that date, will accrue interest and
subject the property to foreclosure.
B. Supplementary notices of assessment, in form and content
to be determined by the city recorder, may also be published or
posted by the city recorder.
C. Failure to receive any notice of assessment shall not
invalidate the proceedings nor affect the validity of the
assessment.
13.Z0.080 Address To Which Notices Should Be Sent. If a notice
is required to be sent to the owner of a lot pursuant to this
chapter, the notice shall be addressed to the owner or the
owner's agent, as such address is recorded in the county tax
roll. If the address of the owner or of the owner's agent is
unknown to the recorder, the recorder shall mail the notice
addressed to the owner or the owner's agent at the address where
the property is located. Any mistake, error, omission or failure
in respect to a good faith mailing shall not be jurisdictional or
invalidate the assessment proceeding, but there shall be no
PAGE 5-ASSESSMENT ORDINANCE
foreclosure or legal action to collect until notice has been
given by personal service upon the property owner, or, if
personal service cannot be had, then by publication once a week
for two consecutive weeks in a newspaper of general circulation
within the city.
13.20.090 Deficit Assessments or Refunds. If the initial
assessment has been made on the basis of estimated cost, and,
upon completion of the work, the cost is found to be greater than
the estimated cost, the council may make a deficit assessment for
the additional cost, provided, however, the council may not make
a deficit assessment for more than ten percent of the initial
assessment. Proposed assessments upon the respective lots within
the special improvement district for a proportionate share of the
deficit shall be made, notices shall be sent, opportunity for
objections shall be given, any objections shall be considered,
and a determination of the assessment against each particular
lot, block, or parcel of land shall be made in the same manner as
in the case of the initial assessment, and the deficit assessment
shall be spread by resolution.
13.Z0.~00 Rebates and Credits. If assessments have been made on
the basis of estimated cost and upon completion of the
improvement project the cost is found to be less than the
estimated cost, the council shall ascertain and declare the same
by resolution, and when so declared, the excess amounts shall be
entered on the city lien record as a credit upon the appropriate
assessment. Thereafter, the person who paid the original
assessment, or that person's legal representative or successor,
shall be entitled to repayment of the excess amount. If the
property owner has filed an application to pay the assessment by
installment, the owner shall be entitled to such refund only when
such installments, together with interest thereon, are fully
paid. If the property owner has neither paid such assessment nor
filed an application to pay in installments, the amount of the
refund shall be deducted from such assessment, and the remainder
shall remain a lien on the property until legally satisfied.
· 3.20.~10 Description of Real Property; Effect of Error In Name
of Owner. In levying, collecting and enforcing local assessments
for local improvements, the following shall apply:
A. Real property may be described by giving the subdivision
according to the United States survey when coincident with the
boundaries of the property, or by lots, blocks and addition or
subdivision names, or by metes and bounds or reference to the
volume and page or document number of any public record of
Jackson County where the description may be found, or by
designation of tax lot number referring to a record kept by the
Assessor of descriptions of real property of Jackson County,
which record shall constitute a public record, or in any other
manner as to cause the description to be capable of being made
certain. Initial letters, abbreviations, figures, fractions and
exponents, to designate the township, range, section or part of a
section, where the number of any lot or block or part, or any
PAGE 6-ASSESSMENT ORDINANCE
distance, course, bearing or direction, may be implied in any
description of real property.
B. If the owner of any land is unknown, the land may be
assessed to "unknown owner," or "unknown owners." If the
property is correctly described, no final assessment shall be
invalidated by a mistake in the name of the owner of the real
property assessed or by the omission of the name of the owner or
the entry of a name other than that of the true owner. Where the
name of the true owner, or the owner of record, of a partial of
real property is given, the final assessment shall not be held
invalid on account of any error or irregularity in the
description if the description would be sufficient in a deed of
conveyance from the owner, or such that, in a suit to enforce a
contract to convey, employing such description a court of equity
would hold it to be good and sufficient.
C. Any description of real property that conforms
substantially to the requirements of this section shall be a
sufficient description in all proceedings of assessment relating
or leading to a final assessment for a local improvement,
foreclosure and sale of delinquent assessments, and in any other
proceeding related to or connected with levying, collecting and
enforcing final assessment for special benefits to the property.
13.20.120 Lien Records and Foreclosure Proceedings.
A. Assessment Liens. After adoption of the assessment
resolution by the council, the city recorder shall enter in the
city lien record and adopt a statement of the amount assessed
upon each particular lot, parcel of land or portion, together
with a description of the improvement, the name of the owners,
and the date of the assessment resolution. The amounts entered
in the lien record shall become a lien and charge upon the
respective lots, parcels of land or portions that have been
assessed for such improvement. All assessment liens of the city
shall be superior and prior to all other interests, liens and
encumbrances on the assessed property insofar as the laws of the
State of Oregon permit.
B. Interest. Interest shall be charged until paid on all
amounts assessed but not paid within 20 days from the date of the
notice of assessment, at a rate to be determined by the council.
C. Foreclosure. After expiration of 20 days from the date
of the notice of assessment, the city may proceed to foreclose or
enforce collection of the assessment liens in the manner provided
by the general law in the State of Oregon for the collection of
such liens. The city may, at its option, bid the amount of its
lien for the property being offered at any foreclosure sale.
13.20.130 Errors in Assessment Calculations. Persons claiming
errors in the calculation of assessments shall bring the alleged
errors to the attention of the city recorder. The city recorder
shall determine whether there has been an error in fact. If the
city recorder finds that there has been an error in fact, the
city recorder shall recommend to the council an amendment to the
assessment resolution to correct the error. Upon adoption of the
correcting resolution, the city recorder shall cause the
PAGE 7-ASSESSMENT ORDINANCE
correction to be made in the city lien record and shall cause a
corrected notice of assessment to be sent by first class mail to
the owners of all affected properties.
13.20.140 Installment Payments of Assessments. The Bancroft
Bonding Act (ORS 223.205 to 223.295) shall apply to assessments
levied in accordance with this chapter, subject to the provisions
of this chapter. Unless otherwise provided in a particular
assessment resolution, the owner of any property assessed for a
local improvement in a sum of $100 or more may, at any time
within 20 days after the date of the assessment notice (or within
such lesser time, not to be less than ten days, as the council
may from time to time establish), file with the city recorder a
written application to pay the whole of the assessment, or, if
any part of the assessment has been paid, the unpaid balance of
the assessment, in 20 semi-annual installments, together with
interest thereon at a rate to be determined by the council, and
an amount, to be determined by the council, sufficient to pay a
proportionate part of administering the bond assessment program
and issuing the bonds. In addition, each application shall state
that the applicant waives all irregularities, jurisdictional or
otherwise, in the proceedings to cause the local improvement for
which the final assessment is levied and in the apportionment of
the actual cost of the local improvement, and shall contain a
description, by lots and blocks, or other convenient method, of
the property of the applicant assessed for the improvement.
13.20.150 Abandonment of Proceedings. The council shall have
full power and authority to abandon and rescind proceedings for
local improvements made under this chapter at any time prior to
the final completion of such improvement. If liens have been
assessed upon any property under such procedure, they shall be
canceled, and any payments made on such assessments shall be
refunded to the persons paying the same, their assigns or
successors.
13.~0.160 Manner of Doing Work. Local improvements may be made
in whole or in part by the city, by another governmental agency,
by contract, or by any combination of these. The city
administrator, on behalf of the city, shall determine the
engineer for all work to be accepted by the city for public
maintenance.
~3.20.170 Curative Provisions. No improvement assessment shall
be rendered invalid by reason of a failure to have all of the
information required to be in any engineer's or city recorder's
report, the improvement resolution, the assessment resolution,
the lien docket or notices required to be published, mailed or
posted; nor by the failure to list the name of, or mail notice
to, the owner of any property as required by this chapter; nor by
reason of any other error, mistake, delay, omission,
irregularity, or other act, jurisdictional or otherwise, in any
of the proceedings or steps specified in this chapter, if such
proceedings or steps were made in a good faith effort to comply
PAGE 8-ASSESSMENT ORDINANCE
with the requirements of this chapter, unless it appears
otherwise that the assessment is unfair or unjust in its effect
upon the person complaining. The council shall have the power
and authority to remedy and correct all such matters by suitable
action and proceedings.
13.20.180 Construction of Improvement: Bids. A. Immediately
after the effective date of the resolution establishing the local
improvement district, the engineer for the city shall cause
necessary right-of-way and easements to be acquired and the
improvement to be made in accordance with the terms of the
resolution if the work is to be performed by the city or another
governmental agency. If any part of the work of the improvement
is to be done under contract bids, the engineer for the city
shall cause detailed plans and specifications to be prepared and
filed and notice calling for bids to be published in a newspaper
of general circulation within the city not less than ten days
prior to the opening of the bids.
B. The city administrator shall have the authority to sign
all contracts on behalf of the city.
C. If the bid is more than ten percent above the engineer's
estimate, the city administrator shall refer the matter to the
city council which may, in its discretion, provide for holding a
special hearing to consider objections to proceeding with the
improvement on the basis of such bid.
13.20.190 Reassessments. A. Whenever all or part of any
assessment for any local improvement has been or shall be
declared void or set aside for any reason or its enforcement
refused by any court by reason of jurisdictional or other defects
in procedure, or whenever the council is in doubt as to the
validity of all or any part of such assessment, the council may
make a new assessment or reassessment in the manner provided in
ORS 223.405 through ORS 223.485, inclusive.
B. For purposes of this section, the term "assessment"
includes deficit or supplemental assessments and reassessments.
13.20.200 Apportionment of Liens Upon Partition. A. Whenever
the ownership of any portion of a tract of real property less
than the entire tract is or has been transferred through
partition or otherwise, any lien against said real property in
favor of the city shall, upon request of the owner, mortgagee or
lienholder of any portion of the tract, be apportioned as
provided in this section and not otherwise; provided, that such
transfer is in accordance with ORS 92.010 to 92.190, the Ashland
Comprehensive Plan and Land Use Ordinance.
B. Applications for the apportionment of liens shall be
made to the city recorder and shall be accompanied by a fee
established by resolution of the council. The application shall
describe the tract to be partitioned and the names of the owners
of the respective tracts resulting from the partition. The
County Assessor shall furnish to the applicant a certificate
showing the assessed valuation of the tract prior to partition as
of July 1 of the year in which the apportionment is requested, if
PAGE 9-ASSESSMENT ORDINANCE
available; or if not available, as of July 1 of the preceding
year.
C. The city recorder shall compute an apportionment of the
lien against the real property upon the same basis as the same
was originally computed and apportioned. No apportionment shall
be made unless all parts of the original tract of land, taken
together, after the apportionment will have a true cash value as
determined from the certificate of the assessor of at least the
amount of the lien as to the various tracts concerned.
D. Apportionment of a final assessment resulting from a
partition under this section shall be done in accordance with a
resolution of the council. The resolution shall describe each
parcel of real property affected by the apportionment, the amount
of the final assessment levied against each parcel, the owner of
each parcel and such additional information as is required to
keep a permanent and complete record of the final assessments and
payments. A copy of the resolution shall be delivered to the
city recorder for filing in the city lien docket.
E. No apportionment may be made under this section unless
the deed, mortgage or other instrument evidencing the applicant's
interest in the parcel has been recorded by the County Clerk, or,
if the same has not been filed, the applicant files a true copy
with the city recorder.
13.20.Z10 Remedies. Subject to the curative provisions of this
chapter and the rights of the city to reassess, all actions of
the council taken pursuant to this chapter are reviewable solely
and exclusively by writ of review in accordance with the
procedures in ORS 31.010 to 34.100.
13.20.220 Severability. Should any section, paragraph, sentence
or word of this chapter be declared for any reason to be invalid,
it is the intent of the city of Ashland that all other portions
remain if effect.
SECTION 2: Chapter 13.08 entitled "Sidewalk Assessments" is
deleted in its entirety.
SECTION 3. Classification of the fee. The fee specified in
Section 13.20.200.B as set forth in Section 1 of this ordinance
is classified as not subject to the limits of Section 11b of
Article XI of the Oregon Constitution (Ballot Measure No. 5).
The foregoing ordinance was first read by title only in
accordance with Article X, Section 2(C) of the city Charter on
PAGE 10-ASSESSMENT ORDINANCE
the /~?'~ day of /_~-~_~_~
ADOPTED this~/~'~ day of ~.~i~. ~-
Nan E. F~anklin
City Recorder
SIGNED and APPROVED this .~ day of ~~
Mayor
App~pved as. to~ form:
Paul Nolte
city Attorney
, 1993, and duly PASSED and
, 1993.
, 1993.
PAGE 11-ASSESSMENT ORDINANCE