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HomeMy WebLinkAbout2006-0307 Council Mtg Packet Barbara Christenson City Recorder Council Meeting Packet , C I T Y' 0 F. ' 'ASHLAND imDortant: Any citize!i'attending council meetings niay speak on 'any item on'the agenda, unless' it is the' ' ff~'.~~<w;,~wlilli~~Qiilr;jng.~wJlil:ID~,been,cl~"J.neP.~Ii~ F.o,rum.is Ule. timeJas~e~K,,!?J)~QY ~uQject (lat. on the printed agenda, If you wish to, speak, please flll out the Speaker Request form located near the entrance to the Council Chambers. The chair will recognize you and inform you as to the amount of time allotted'to you. The time granted will be dependent to some extent on the nature of the item under discu~si.on, .the number of people who wish to be heard, and the length of the agenda, e- ",.' c-: .'Oi}:.>;.t:.. .. c-:_:::_,{_:_: :<,,:-::_::_:...:. : . . . . .. .. . ~ . ." . .... ~ ...~ . .. ~.. . .. .. . AGENDA FOR THE REGULAR MEETING ASHLAND CITY COUNCIL March 7, 2006 Civic Center Council Chambers , 11-75 E. Main Street .', ' 6:00 p.m. ExecUtive Session Labor Negotiations pursuant to, ORS 192.660(3) 7:00 p.m. Regular Meeting I. CALL TO ORDER II. PLEDGE OF ALLEGIANCE III. ROLL CALL IV. APPROVAL OF MINUTES [5 minutes] 1. Regular Cauncil meeting minutes af February 21, 2006 V. SPECIAL PRESENTATIONS & AWARDS Nane. VI. CONSENT AGENDA [5 minutes] 1. Minutes af Baards, Cammissians, and Cammittees 2. Liquar License Applicatian - Agave 3. Canfirmatian'af Mayaral Appaintment af Infarmatian Technology Director VII. PUBLIC HEARINGS (Testimony limited to 5 minutes per speaker; unless it is the subject ota ' Land Use Appeal. All hearings mustconclude by 9:00 p.m., be continued to a subsequent' meeting, or be extended to 9:30 p.m. by a two-thirds vate of council {AMC 92.04.040}) 1. Public Hearing on a Resolution Adopting a Supplemental Budget Establishing Appropriations within the 2005-2006 Budget [10 Minutes] VIII. PUBLIC FORUM Business from the audience not included on the agenda. (Total time allowed for Public Forum is 15 minutes. Speakers are limited to 5 minutes or less, depending on the number of individuals wishing to speak.) [15 minutes maximum] IX. UNFINISHED BUSINESS None ('Ol M'IL \IJ' L I ['-i( is ,\lZl BR():\D( ,\Sl LI\T ():'\ ('1 L\N'-il:j <) ,,:\d$U, THh.CTIY Uf ASHLANP'S WbB ~JJE.A I \\W\\./\SJI,L.A0iD.~>l{.L~ " X. NEW AND MISCELLANEOUS BUSINESS 1. Planning Division Operational Audit Presentation [1 hr 15 minutes) 2. Airport Master Plan Update Review [10 Minutes) 3. AFN Options [60 Minutes) 4., AFN Deb~ Service Alternatives for the City [39 Minutes) . XI. ORDINANCES. RESOLUTIONS AND CONTRACTS 1. Reading by title only of, "An Ordinance Amending Chapter 2.50 and 2.52 of the Ashland Municipal Code Relating to Rules of Procedure for Public Contracting and Personal Service Contracts" 2. Reading by title only of, "A Resolution Setting Forth the City of Ashland's Plan to Correct Budget Deficiencies Disclosed in the FY 2004-2005 Audit" 3. Reading by title only of, "A Resolution Transferring Appropriations within the 2005- 2006 Budget" 4. Reading by title only of, "A Resolution Adopting PGE's Earth Advantage Program Standards in Existence January 1, 2006, as the Standard for the City's Earth Advantage Program" 5. Reading by title only of, "A Resolution Repealing 2000-24 and Adopting New Community Development Fees" XII. OTHER BUSINESS FROM COUNCIL MEMBERS/REPORTS FROM COUNCIL LIAISONS 1. Request from Councilor Hartzell to discuss consideration of a request from Ashland Independent Film Festival regarding Economic and Cultural Development Grant. 2. Request fron Councilor Hartzell to discuss a citizen's request for Council interpretation of ALUO 18.68.050 per procedures laid out in 18.108.160 - Ordinance interpretations. XIII. ADJOURNMENT In compliance with the Americans with Disabilities Act, if you need special assistance to participate in this meeting, please contact the City Administrator's office at (541) 488-6002 (TTY phone number 1-800-735- 2900). Notification 72 hours priorto the meeting will enable the City to make reasonable arrangements to ensure accessibility to the meeting (28 CFR 35.102-35.104 ADA Title I). ('Ol,1\( 'II \11'.1- IIN(iS .\I{I', HR( )/\\)C\S I '-1\1 (IN ( 11\ '\NI,I. l) VISIT THE CITY ('~F ASHLAND'S WEB SHEAI WW\V,ASIILAND~OR.US ASHLAND CiTY cor NCiL MLFILW; FERRe.!RY ll. l(}(}6 PI U E I of-; MINUTES FOR THE REGULAR MEETING ASHLAND CITY COUNCIL February 21, 2006 Civic Center Council Chambers 1175 E. Main Street CALL TO ORDER Mayor Morrison called the meeting to order at 7:00 p.rn. in the Civic Center Council Chambers. ROLL CALL Councilors Hardesty, Amarotico, Jackson, Silbiger and Chapman were present. Councilor Hartzell arrived at 8:54 p.m. APPROVAL OF MINUTES The minutes of the Regular Council Meeting of February 7,2006 and Special Meeting of February 9,2006 were approved as presented. SPECIAL PRESENTATIONS & AWARDS Proclamation of Peace Corps Week February 27 - March 5, 2006 was read aloud. CONSENT AGENDA 1. Minutes of Boards, Commissions, and Committees. 2. Liquor License Application - Double Deuce Sandwiches. 3. Liquor License Application - Cozmic Pizza. Councilor J acksonl Amarotico mls to approve Consent Agenda. Voice Vote: all AYES. Motion passed. PUBLIC HEARINGS 1. Planning Action 2004 -141 - Annexation and Zone Change (Jackson County Rural Residential RR-5 to City of Ashland Low Density Multi-Family R-2) for an approximately 10-acre parcel located on the east side of Clay Street, north of Ashland Street, at 380 Clay Street. Mayor Morrison read aloud the Public Hearing procedure for Land Use Hearings. Public Hearing Open: Mayor Morrison called the public hearing open at 7:05 p.m. He announced that the applicants had requested an extension and that the public hearing would be continued to the March 21, 2006 Council meeting. 2. Crowson Property - Withdrawal from Rural Fire Protection District #5. City Attorney Mike Franell explained to the Council that this is a public hearing pursuant to Oregon Revised Statute 222.524 to consider any objections to withdrawing the parcel from Fire District #5. He gave a brief background summary where he reminded Council of their approval of this annexation at their July 19,2005 meeting. He noted that the annexation had conditions placed upon it to complete certain tasks, which are still pending. He explained that this public hearing was scheduled in order to complete the annexation and withdrawal through a single ordinance. Public Hearing Open: 7:10 p.m. Public Hearing Closed: 7:10 p.m. .1SHLL\f) CiTY C()(,NCft. J/EETlNCi FEBRU IN):! t, 2UIJ6 1'./ UE .; of'-; Councilor J ackson/Silbiger m/s to direct staff to prepare an ordinance withdrawing the property located at 593 Crowson Road from the Jackson County Rural Fire Protection District #5 upon its annexation to the City. Roll Call Vote: Councilor Hardesty, Amarotico, Jackson, Silbiger and Chapman, YES. Motion passed. PUBLIC FORUM Ambuja Rosen/Spoke regarding tethering of dogs and requested that the Council adopt an ordinance. Jose Reyes/701 Western Avenue #339/Gave his time to Randy Jones and submitted written comments into the record regarding establishing a winter moratorium on utility shut-offs. Randy Jones/995 Siskiyou Blvd/Spoke on behalf of Jackson County Fuel Committee regarding a resolution for adoption by the Council to establish a winter moratorium on utility shut-offs. (Written comments submitted into the record) Lisa March/696 Liberty/Spoke regarding the Jackson County Fuel Committee and a request to adopt a winter moratorium on utility shut-offs in Ashland. Mayor Morrison noted the importance of this topic and invited any to come and speak to him in order to bring this forward for the Council's consideration. Leah Ireland/228 Nutley/Spoke against the City selling Ashland Fiber Network (AFN) and her concern of it being run by someone other than the City. Albert Pepe/1321 Clay Street/Spoke regarding Land Use issues in general and the future use oflands. He stated that we cannot wait for the future to develop a sustainable community and proposed looking at land located within the City to provide future food sources for the community. He also noted the over ruling of Measure 37 and stated that this was the worst thing that could happen to our State. Bill Savard/Submitted into the record written comments regarding a winter moratorium on utility shut-offs in Ashland. UNFINISHED BUSINESS (None) NEW AND MISCELLANEOUS BUSINESS 1. Appointment to Budget Committee. Council discussed and voted by open ballot on the appointment of the following applications received for the Budget Committee for a term to end December 31, 2008: Bruce Barnes, Arlen Gregorio, Dennis Slattery, Roberta Stebbins, Michael Hays, Philip Lang, Mary Wooding and Thomas Gaffey. Voting by Councilors: Chapman voted for Arlen Gregorio and Roberta Stebbins; Silbiger voted for Arlen Gregorio and Roberta Stebbins; Jackson voted for Bruce Barnes and Roberta Stebbins; Mayor Morrison voted for Arlen Gregorio and Dennis Slattery; Amarotico voted for Dennis Slattery and Roberta Stebbins and Hardesty voted for Arlen Gregorio and Philip Lang. Councilor Jackson/Amarotico m/s to appoint Arlen Gregorio and Roberta Stebbins to the Budget Committee for a term to expire December 31, 2008. Roll Call Vote: Councilor Hardesty, Amarotico, Jackson, Silbiger and Chapman, YES. Motion passed. Public Forum cont. Dot Fisher Smith/945 Oak Street/Stated that March 20th marks the anniversary of the beginning of the war in Iraq and stated that Peace House is planning a community event to hear what individuals have to say about it on March 18. The intention is to provide a safe place where all voices could be heard and they would like to have an all day peace presence in the Plaza to listen to all voices' for peace. ASIILUvD CITY COUNCil. MEETING FEBNC II?Y:!!. _'(}()6 P.IGfT 3 of ';' 2. AFN Report - July 1 to December 31, 2005. Finance Director Lee Tuneberg presented the staff report, which is the first financial report for fiscal year 2005-06. He explained that this was an update and report on the connections to date. He included financial narratives which indicated cash flow comparison, a budget in brief which reflected operational revenues and expenditures, operational revenues to expenses comparison, recap of cable customers, cable counts by fiscal year, a chart on cable television reasons for disconnection to date and cable modem connections. 3. Discuss Allocation of Unused Transient Occupancy Tax Grant Monies. Finance Director Lee Tuneberg presented the staff report on the requested discussion on the Resolution that provides allocation of Transient Occupancy Tax (TOT). He explained that the Resolution does not address what to do if the Budget Committee does not approve awards totaling the amount required or if a grantee returns unused amounts. Mr. Tuneberg explained that there have been instances in the past where this has happened and that there is a net total of$53,03l remaining in the General Fund. He stated that there was only one year where more grant monies were expended than budgeted, with most years resulting with an unused portion. Staff has requested clarification on the following: 1 )Can the Budget Committee choose to not allocate the entire budgeted amount per the resolution, and 2)What happens to unallocated amounts or to granted amounts returned by the recipient. Councilor Silbiger stated that if the Budget Committee does not allocate all of the monies in a particular year, it is good fiscal responsibility; and the resolution does provide for monies to be allocated back to the fund if they are not allocated. He stated that the Budget Committee should have the option to not spend all the monies if they choose. Concern was raised if there was no criteria set as standards for not allocating. Comment was made that as long as the Council has the flexibility to award these monies to Economic and Cultural Development projects and it remains compliant with State tourism expenditure requirements, this would be acceptable. It was clarified that it could be either awarded by the Council or re-budgeted and carried over into the next year. Mr. Tuneberg clarified the percentage method used when calculating allocation. Staff offered to amend Resolution if necessary, but was satisfied with the policy direction by the Council. 4. Request to Negotiate New Franchise - Charter Communications. City Attorney Mike Franell presented the staff report and background information on the request from Charter Communications to renew their franchise agreement. He explained that the City could elect through a formal renewal process or an informal process. Staff has proceeded with an informal process where a decision to grant or deny the franchise could be made after the public has been given adequate opportunity to comment. Mr. Franelllisted the areas that the public could comment on, and stated that the public comment period was advertised to afford written comments of which none was received. He explained that after all public comments were received and evaluated; a new franchise agreement with Charter Communications would be negotiated and brought back to the Council for adoption. Mr. Franell stated that the Council could offer an additional period for accepting comments if they desire. Council did not move forward on this offer. It was pointed out that the City does not have control over what ASHLL\D clir cO( SCf{. ltl:E'T/\C; FEB IN' IIn ;} /. ;}IJ06 PAUL 1 "/7 Charter Communications pays and that it is based on a percentage set by Federal Rules. Mr. Franell clarified that the cable modem service is not considered cable television service and is not subject to city franchise requirements. 5. Food and Beverage Tax and Transient Occupancy Tax Collection. City Attorney Mike Franell presented the staff report on the method of collecting Food & Beverage (F&B) sales tax and Transient Occupancy Tax (TOT) and the amount of staff time that it involves. He stated that there are 74 business in Ashland that file TOT reports and 144 businesses that file F &B reports. Under the current process, the Legal Department has had to file suit 13 times against businesses that were delinquent. He explained that the Legal Department does not follow through with judgments, which has resulted in three or four businesses that have several thousand dollars of outstanding judgments and he offered ways in which this problem could be approached. Mr. Franell reported that the provisions for TOT & F&B collections are found in AMC Chapter 4.24 and Chapter 4.34, which provide for the City to charge an operator with a violation and prosecute them. He explained that staff could continue to conduct their collection methods in the same manner, but the downside of this is when a business fails or files a Chapter 13 bankruptcy. Staff could also, under the direction of the Council, be more aggressive in collection of the judgments granted. He gave examples on how this could happen. Rather than filing suit, another option would be to turn the debt over to a collection agency after reasonable efforts have been taken to contact the business owner. If this were to happen, staff recommends that our ordinance be amended to provide for the addition of the collection agency fee as provided in ORS 697.105 to the debt owning. Mr. Franell explained that the delinquency notices would be amended to include that if not paid, the debt would be turned over to a collection agency. He stated that the advantage to this method is that it would substantially reduce the Legal Department's time spent in collection efforts, but the disadvantage is that it would substantially increase the amounts owed by the businesses that are already having difficulty paying their taxes. Mr. Franell explained that additional enforcement options could be added to our ordinance and make it a requirement of our business licenses that the business stay current on its tax obligations to the City. A provision to the business licenses would allow the City to deny the business license renewal and require the business to discontinue its operations if there is an outstanding judgment against the business for taxes due to the City. The disadvantage would be that it could shut down businesses. Mr. Tuneberg stated that businesses are working on a sooner than later schedule and if left too long the businesses just get further behind. Mayor Morrison clarified that this is a misappropriation of funds and that the City has been too lenient on businesses that are not paying these taxes. He voiced his support for turning these accounts over to a collection agency and tying it to the City business license. It was also noted that this would be a fair way to work with all business owners. Council showed consensus on being more aggressive for collection methods, but that to use the business license tie as a last resort. Discussion was held on the amount of staff time that would be involved if the method of revoking business licenses were used. Staff will bring back a report based on the Council's discussion for further consideration. 6. Oregon Economic Development Grant/Loan Application for Jefferson Street Continuation. Interim Public Works Director Joe Strahl presented the staff report on the proposal to annex a parcel contiguous to City limits along an unimproved section of Jefferson Street. He explained that annexation and A,'i!l!.A/vD CiTY COUNCiL M!:FJJNCi FER I? (/ II?> :: J. :!O(J6 F'AGL 50/:' development of this parcel would require the completion of Jefferson Street to full City standards to supply infrastructure and that the improvements to Jefferson Street would be recognized as a suitable project of Oregon Economic and Community Development Division (OECDD) monies. He stated that the Engineering Division had compiled the necessary improvements needed to complete the Jefferson Street connection and that the cost is estimated at $900,000. Mr. Strahl explained that the connectivity of this section increases the access for all Washington and Jefferson Street residents and creates a more straightforward transportation route to Ashland Street and the 1-5 corridor. Building the continuation of Jefferson Street would open up the area for further development of manufacturing and light industrial businesses in Ashland, which increases employment opportunities for the community. Staff recommends the further submission of the application to OECDD and that Brammo draft an agreement between the City and Brammo Motorsports fully guaranteeing the road improvement costs. In addition, the agreement should assume that the City would not be responsible for any infrastructure costs associated with this project. CEO of Brammo Motorsports Craig Bramscher explained that his business has recently grown and is continuing to purchase small businesses. Because of this, additional space is needed in order to conduct business under this growth. He stated that his desire is to keep his business and employees in Ashland and interest by the community has been positive and demand has been proven. Mr. Strahl explained that if the grant were successful it would pay for public facilities; all other expenses would be Brammo Motorsports responsibility. Councilor Jackson/Amarotico m/s for staff to proceed with filing the OECDD grant/loan application for the continuation of Jefferson Street. Voice Vote: all AYES. Motion passed. ORDINANCES. RESOLUTIONS AND CONTRACTS 1. Reading by title only of, "A Resolution Authorizing Signatures, Including Facsimile Signatures, for Banking Services on Behalf of the City of Ashland". Councilor Amarotico/Silbiger m/s to approve Resolution #2006-02. Roll Call Vote: Councilor Hardesty, Jackson, Silbiger, Amarotico and Chapman, YES. Motion passed. New Business cont. 7. Emergency Water Supply. Interim Public Works Director Joe Strahl presented the staff report on a Mutual Aid agreement with the City of Talent. Mr. Strahl explained that the agreement would alleviate concerns associated with a disruption of water service in either city by providing an alternate source of supply through a shortened Talent! AshlandlPhoenix (TAP) line in an emergency. He spoke to the Council on a backup water supply that would not be subject to the concerns raised. Mr. Strahl explained the background on the TAP water line, which currently terminates at the north end of the City of Talent. The extension of the TAP line would result in an alternate source of a potable water supply for Ashland. However, the expense of connecting to the TAP line could be delayed if the City of Ashland develops a mutual aid agreement with the City of Talent. Such an agreement would allow Ashland to connect to the Talent water system at the south end of Talent, and postpone the construction of the TAP line along Highway 99 through Talent. Both Ashland and Talent's emergency water needs could be met through this connection. Mr. Strahl explained that Ashland is more likely to require water from Talent due to emergency circumstances associated with the location of the water treatment plant and the City's limited water source. Mr. Stahl explained that a preliminary plan had been developed to accomplish this connection to the Talent ,1,)'HLIND CiTY U)liNC/L MEElJ\'G FEBN{' INY 2 1,200(> PAGE (> ol: system. It would involve building elements that would be required for future connection and the plan would involve only the construction of items that would eventually be needed for the completion of the TAP line. It is estimated that the emergency connection would cost $60,000 in this fiscal year and approximately $2.5-$3.0 million in later years. The current project schedule is included in the Capital Improvements Plan and identifies the funding sources. He explained that $150,000 is budgeted in this year's fiscal year for TAP and that there are sufficient unused appropriations to cover this change with some engineering work deferred to next year. Mr. Strahl emphasized the importance of addressing an alternate source of water supply and noted the many possible natural occurrences which could result in disruption of water service. He reminded Council that the City has committed to constructing the TAP line in the future and that the Council Goals have emphasized the importance of preparing for emergencies. He stated that from Talent's perspective, this matter is critical as it relates to improvement plans in the City of Talent. He explained that the City of Talent has plans to reconstruct the areas where it would be necessary to connect to Talent's system and that it would be cost effective to perform the work at that time. The City of Talent has offered an Emergency Supply agreement but the costs would be born by the City of Ashland. He clarified that the City is being asked to commit to $60,000 for this project and that nothing is a "throw- away" as all facilities would be needed when the TAP line is completed in the future. He noted that this would also enable the City to postpone the connection to the TAP line in the future if found necessary. Councilor Hartzell arrived at 8:54 p.m. Mr. Strahl reported that Talent's water supply is more secure but that there is always the possibility for something to go wrong with their system. Councilor Jackson commented on the importance of having the connection and stated that this would be the right move for the City. Mr. Strahl explained that there has already been a preliminary design and that the construction would begin in 2008-09 and completed in 2009. Councilor Hartzell voiced concern with conservation efforts and with the City not following the Master Plan. Mr. Strahl clarified that through this emergency services agreement and a connection, it would provide for emergency needs should an emergency occurrence happen, and that the City would have the ability to meet the emergency obligations for the community. This proposal keeps conservation on the table because it does not provide an additional source of water, but an emergency source of water. He clarified that the water resource comes from the Medford Water Commission. Mr. Strahl explained that there are plans in place to protect the water plant but there is nothing that can be done ifthere is a catastrophic occurrence. The cost on the use of the water if used would be worked out in the Emergency Services Agreement. He reiterated that the City of Talent is willing to be a good neighbor and is willing to work out an agreement with the City of Ashland. He clarified that when water is used in an emergency, water rights are not usually considered. It was suggested that use of water rights could be worked out in the agreement in the event of a drought. This agreement would have to be a mutual agreement so that in an emergency drought, both cities would be in a curtailment situation. ASHLIN!) (Try COCNClL \fEET/Vcr FEBR(iIRY:: I. _'uut> P,IOt:";. 0(':- Councilor Jackson! mls to direct Public Works to complete preliminary design and cost estimates for the shortened TAP line. Voice Vote: Councilor Hardesty, Amarotico, Hartzell, Jackson and Silbiger, YES; Councilor Chapman, NO. Motion passed 5-1. OTHER BUSINESS FROM COUNCIL MEMBERS 1. Request from Councilor Hartzell to discuss Federal lobbying efforts known as the "United Front." Councilor Hartzell gave a brief description of the United Front and suggested that the Council become more involved in the process and allow an opportunity for citizens to provide input. Councilor Jackson shared her experience with the United Front and provided a brief history. She noted the five funding requests that were made last year, and stated that two of them had been approved. In total, the City has received close to $5 million from their two trips to Washington D.C. Councilor Jackson clarified that the United Front has set its priorities based on the Council Goals, and voiced her support for the Council participating more in the process. City Administrator Gino Grimaldi clarified that Mayor Morrison and possibly one member of staff would be going back this year, and noted that this issue would be further discussed at the March ih Council Meeting. He stated that there is an advantage for a staff person attending and noted that there is quite a bit of follow-up work to be done between the staff members of Congress and our staff after the requests are made. He also clarified that the funding for this trip comes from the travel budget. Support was voiced for the United Front efforts as well as establishing a more formalized process. Councilor Chapman commented on the Global Warming Task Forces created by the three western governors and their suggestions on how to mitigate global warming. He explained that one of the suggestions was to unify the three states and adopt the California Emission Standards. The DEQ has a temporary rule now in place and is taking input until March 3rd to make it a permanent rule. Chapman stated that he would be submitting comments on this issue and asked if the Council would like him to also draft a statement on behalf of the City. Support was voiced for Councilor Chapman commenting on this issue and it was suggested that he draft a statement and circulate it to the councilors for their signatures. City Attorney Mike Franell clarified that it would not constitute a vote if each councilor signed their name to the letter individually. Alternate suggestion was made for Chapman to submit his letter to the Mayor, who could sign it on behalf ofthe Council. Councilor Hartzell/ Amarotico mls to ask Councilor Chapman to produce the letter and ask the Mayor to sign it on behalf of the Council. Roll Call Vote: all AYES. Motion Passed. Councilor Chapman also noted that he intends on providing comments to the EP A in regards to their new proposal. He stated that he would be presenting his input on March 8th, 2006 in San Francisco and would submit his presentation to the Council for their review ahead of time. ADJOURNMENT Meeting was adjourned at 9:48 p.m. Barbara Christensen, City Recorder John. W. Morrison, Mayor r Minutes AFN Programming Committee Minutes 01/26/06 These Minutes are preliminary pending approval by AFN Programming Committee at the February 23, 2006, AFN Programming Committee Meeting. MINUTES FOR AFN PROGRAMMING COMMITTEE January 26, 2006 Electric Conference Room 90 North Mountain Ave. Ashland, OR CALL TO ORDER Chairperson, Ed Perkins, called the meeting to order at 5:35 p.m. in the Electric Conference Room, located at the Electric Department, City of Ashland. ROLL CALL Attendees: Ed Perkins, Candice Chapman, Pamela Garrett, James Olney and Budd Gottlieb, and Gary Simms were present. Marilyn Hawkins resigned. City Council Liaison: Alex Amarotico, not present Staff Liaison: Lee Tunebuerg APPROVAL OF MINUTES Chairperson Perkins asked for approval of the December 01, 2005 minutes. Committee member Gottlieb stated he had made the motion to renew Northwest Cable News; Arts & Entertainment; E! Entertainment; Disney Channel; The History Channel; Biography Channel; History channel International, not Committee member Olney. Chairperson called to vote in favor of amending the minutes. Voice vote: all Ayes. The motion passed with a unanimous vote. Committee member Gottlieb made a motion to approve the minutes of the December 01, 2005 with stated corrections, and Committee member Simms, seconded the motion. Voice vote: all Ayes. The motion passed with a unanimous vote. PUBLIC FORUM None present OLD BUSINESS AFN Lee Tuneberg reported to the Committee the City is still doing research based on what the City Council asked them to do: Spin Off, JPR Proposal, and dialogue for maintaining the info structure, but with different management. He hopes there would be some information for Council by February 23. He also mentioned the City was going forward in the recruitment process for a director in the Information Technology Department which would also manage AFN. CHANNEL SLEUTH Mr. Ainsworth reported the Sleuth Network, formally Trio, was in a transitional phase for 30 days that allows us to cancel, or wait for a contract. Afn Min 1 26 06 Page 1 of 2 Committee member Simms made a motion to notify the network that we want to keep Sleuth, and Committee member Chapman seconded the motion. Voice vote: all Ayes. The motion passed with a unanimous vote. Broadcast Retransmission Consent Update Mr. Ainsworth reported the Medford Broadcasters had extended a 30 day continual extension and this action requires no action from the Committee. NEW BUSINESS A. In Demand In February 2006, In Demand is downsizing their product line from 24 channels to 8 channels. B. Contract Renewals/Expirations Mr. Ainsworth explained the Committee could approach this in two ways: survey community ahead of renewals, or vote on expirations. Mr. Ainsworth handed out a list of contract renewals/expirations for 2006. The member discussed options on making decisions for renewals. Committee Olney made a motion to pass on Sundance. Committee member Chapman clarified that this motion was to renew Sundance. Committee member Garrett seconded the motion. The members discussed the term of the renewal. Voice vote: all Ayes. The motion passed with a unanimous vote. The Committee members discussed survey options and Committee member Simms volunteered to review the existing template and bring it up to date. Mr. Ainsworth suggested the Committee establish goals the survey would accomplish when constructing the format. The members discussed different networks and future possibilities and ads on TV promoting AFN. Committee member Gottlieb made a motion to adjourn, seconded by Committee member Garrett. ITEMS NOT ON THE AGENDA None stated. NEXT MEETING DATE February 23, 2006 Location: 90 North Mountain Ave, in the Electric Conference Room. ADJOURNMENT Meeting adjourned at 6:30pm. Respectfully submitted by, Mary McClary, Assistant to Electric Department Afn Min 1 26 06 Page 2 of 2 ASHLAND AIRPORT COMMISSION JANUARY 3, 2006 MINUTES MEMBERS PRESENT:LINCOLN ZEVE, RICHARD HENDRICKSON, PAUL WESTERMAN, BOB SKINNER, CLAUDIA STOCKWELL, GOA LOBAUGH, BILL SKILLMAN, TOM BRADLEY STAFF: DAWN LAMB MEMBERS ABSENT: JOHN MORRISON, VICKI GRIESINGER Visitors: Sandra and Robert Peters, Alan DeBoer and Alan Bender 1. CALL TO ORDER: 9:30 AM 2. APPROVAL OF MINUTES: December 6,2005, minutes approved as written 3. Public Forum: Paul Westerman confirmed that the Grants Pass airport was looking into acquiring an A WOS type system, but had not made the decision on a specific system yet. Westerman will continue to contact airports who are currently using the SuperUnicom System. 4. OLD BUSINESS: A. ALP Master Plan Update Lamb is still awaiting a firm date on the Council agenda. She will keep interested parties notified if it is scheduled before the next meeting. B. Strategic Planning Action Planning: Economic Impact Study - The students had yet to return from Winter Break. They will hopefully still present the study to the commission at an up coming meeting. Survey results were much higher this study. The students did feel that an update to the existing system of tracking aircraft activity could accomplish a more streamlined and accurate assessment of airport business. The study reflected the business at the FBO and only incorporated in the recent numbers from Sky Research. Bender commented that the Sky Research impact dwarfs all that is going on at the airport. Bradley felt the numbers are not completely representative of a valley wide transportation impact, but we could get to a better number from here. Web Cam Update - Lobaugh making progress on the website development and integrating the weather station section. Marketing - Lobaugh had a meeting with the Ashland Springs Hotel who offered two potential vacation packages for pilots. Both included parking, breakfast, gift certificates and two tickets to the Varsity Theatre and the package during the OSF season would include tickets and be a bit more in cost. Prices would be around $199.00. They were supportive of doing direct mailings and advertisement at the airport. They are having difficulty with a shuttle service. When the project is a little more finalized a more formal proposal will be made to the hotel. Bradley asked if the ODA web site did links to airport webpages, Lobaugh will look into the linking possibility. There is money for a modest advertising campaign. Lobaugh and Lincoln will be gone for the February meeting, the budget items be discussed at the March meeting. Stockwell spoke with her acquaintance regarding a concierge service that could include services to the airport. He was willing to include pick up service as well as other services that include a tour of the valley. The owners ofthe Morning Glory restaurant operate the Cascade Shuttle and they may be willing C:\OOCUME-1\Shipletd\LOCALS-1\Temp\January 3 2006 AC.doc 1 to be a contact for arrivals at the airport. Valley Lift has resigned and this has affected local service. The owner was willing to drop off business cards with Skinner Aviation for posting at the office. Lobaugh thought it would be worth pursuing selling advertising space on the web page. Bradley asked if it was feasible to post the numbers of shuttles in the phone booth. Hendrickson was willing to forward some information to the pilot's guide. Zeve said the car rentals are available while the FBO office is open. Bradley asked if a plaque could be constructed to fit in business cards or another way to advertise phone numbers. 4. NEW BUSINESS: A. Reassignment of Tout Lease to Burl Brim The lease has been transferred to Burl Brim for use as a temporary hangar until the construction of his hangar is complete. The hangar could take up to a year to build and in the mean time Burl will use this hangar space to operate as a SASO. Leases have been executed. The City Attorney has advised that a fuel flowage fee should be adopted for a SASO that supplies its own fuel. Fuel can be tracked by receipts and a fee can be paid to the City for the fuel used. An agreement will need to be made up that addresses the fuel pumping and environmental concerns. Staff will draft up an agreement and apply a fuel flowage fee suggested by the commission. The FBO is currently paying a 7 ~ per gallon. Bradley moved to impose a 7 ~ fuel flowage fee for Burl Brim payable to the City of Ashland. Hendrickson seconded the motion and it passed unanimously. B. Heart's on Wings Program Sandra and Robert Peters addressed the commission on a program they sponsor which introduces aviation to children through schools and other extra curricular groups. In the past, they have conducted week long simulation classes offering children an introduction to the airplane and later in the program they are taken for flights with qualified pilots. They feel a sense of obligation to bring aviation into the community. Through the parents they can reach the children working through organizations such as Scienceworks or aviation museums. Experiences that the children have help them associate future careers in aviation. The education system never really teaches aviation as a curriculum and if it not introduced at a young age, it could be a foreign opportunity. Hearts on Wings has worked with the CAP and EAP and try to find non- profit organizations to help. The goal is to do a more year round program. They are asking the commission for suggestions on contacts in the area. The commission suggested contacting Scienceworks or contacting SOu. 5. AIRPORT MANAGER REPORT/FBO REPORT/AIRPORT ASSOCIATION: A. Status of Airport, Financial Report, Review of Safety Reports Skinner was absent. Next Agenda: Budget Review of outstanding debt service, maintenance costs, income and expenses. 6. NEXT MEETING DATE: February 7, 2006, 9:30 AM ADJOURN: Meeting adjourned at 10:35 AM C:\DOCUME-1\shipletd\LOCALS-1\Temp\January 3 2006 AC.doc 2 CITY OF ASHLAND Minutes Conservation Commission 01/25/06 These Minutes are preliminary pending approval by Conservation Commission at the February 22, 2006 Conservation Commission Meeting. January 25, 2005- 7:00 pm Community Development Building 51 Winburn Way Ashland CALL TO ORDER Chairperson Amarotico called the meeting to order at 7:05 p.m. in the Community Development Building. ROLL CALL Attendees: Russ Chapman, Stuart Corns, Joanne Krippaehne, Ross Finney and Jim Hartman. Charles Bennett, Carol Carlson, and Paige Prewett were absent. City Council Liaison: Alex Amarotico Staff Liaison: Dick Wanderscheid APPROVAL OF MINUTES Chairperson Amarotico asked for an approval of the December 17, 2005 minutes. Commissioner Krippaehne corrected Lucy Edward's comments under public forum from self alliance to self reliance and under Old Business Lead Standards should be spelled LEED Standards. Mr. Wanderscheid corrected the initials of Clean Renewable Energy Bond, (CREBB) to (CREB). Commissioner Chapman made a motion to approve the minutes of December 07, 2005 with stated corrections and Commissioner Krippaehne seconded the motion. Voice vote: all Ayes. The motion passed with a unanimous vote. The minutes of the Conservation Commission Meeting of December 07,2005 were approved with stated corrections. PUBLIC FORUM Risa Buck/798 Oak Street spoke to the Commission about the book The Secret Trail of Trash by Elizabeth Royte. Risa is working with the SOU Environmental group to bring Ms. Royte to speak in the Rogue Valley. The group would like to present garbage and recycling on a larger scale. Commissioner Finney and Hartman felt the Commission should help to create awareness within the Community and support this project. Huelz Gutcheon, commented on rebates for solar panels and amounts available. ASHLAND SANITARY & RECYCLING UPDATE: CC Minutes 01 25 06 doc Page 1 of 4 Commissioner Chapman reported the special programs for Ashland Sanitary in 2006 were as follows: Free Fluorescent Tube & Bulb Drop-off (until grant ends) Household Latex Paint Disposal (April 14 & 15) Chipper Day at the Transfer Station (April 29 & October 14, 8am-12 noon) Household Hazardous Waste Disposal (May 5 & 6) Free Composting Class (June 3, July 1, & August 5) Discount Day at the Transfer Station (June 10) Free Leaf Recycling (November 7 & 21) Commissioner Chapman reported the original $500.00 grant for the fluorescent tubes and bulb has been reduced by $235.00 as of December 1, 2005. Commissioner Chapman offered to research a.tour date for the Bio Mass Tour and communicate through email for dates, times, and transportation. OLD BUSINESS Renewable Pioneer Commissioner Chapman reported for Commissioner Prewett that 1705 green tags were sold through 2005 and YTD was 1759. Pacific Domes and ZRK Enterprises were both. at 100%. BEF had approved funding for a $1,400.00 project called the Fat Spaniel System which shows amounts of solar generated power and it will be accessible from the City of Ashland Web site. Renewable Resource Options Dick Wanderscheid reported on the Renewable Resource Discussion Council Communication to be presented to the City Council February 7,2006. He explained to the Commission that the City was served by Bonneville under a General Transfer Agreement which is an agreement between Bonneville and Pacific core to allow Federal power to come to Ashland. Any power that is purchased that is not Bonneville Federal Power is subject to market transmission rates. The members discussed at length the renewable power options and discussed the three main questions addressed to the Council in the Council Communication. Commissioner Finney moved to endorse the proposal to go for the $500,000 CREEB money from the Federal Government. Commissioner Hartman seconded the motion. Voice vote: all Ayes. The motion passed with a unanimous vote. Commissioner Hartman made a motion to support the annual $100,000 purchase of environmentally preferred power (EPP) for a 3-year contract in keeping pace with the population. Commissioner Chapman seconded the motion. Voice vote: all Ayes. The motion passed with a unanimous vote. Commissioner Finney made a motion to allocate $800.00 to support Earth Days annual event. Commissioner Chapman seconded the motion. Voice vote: all Ayes. The motion passed with a unanimous vote. Commissioner Chapman made a motion to allocate $700.00 to fund the purchase of compost bins and compost classes taught by Claudia Law, $600.00 towards the bins and a $100.00 gift certificate for Claudia Law. Commissioner Finney seconded the motion. CC Minutes 01 25 06 doc Page 2 of 4 Voice vote: all Ayes. The motion passed with a unanimous vote. Commissioner Krippaehne moved to aI/ocate $100.00 of the budget for the purchase of worm bin coupons, seconded by Commissioner Chapman. Voice vote: all Ayes. The motion passed with a unanimous vote. NEW BUSINESS BudQet $2,783.74 SUBCOMMITTEE REPORTS 1. Historic Conservation No report. 2. Education/Events No report. 3. Green Business No report. COMMISSION ITEMS NOT ON THE AGENDA The Commission members agreed Goal Setting should be put on the next agenda and a discussion about the LEED program including an invitation for guest, Dave Wilkerson, added for the March Agenda. ANNOUNCEMENTS February 22, 2006 at the Community Development Building. ADJOURNMENT Meeting adjourned at 9:05 pm. Respectfully submitted, Mary McClary, Assistant to Electric Department . CC Minutes 01 2506 doc Page 3 of 4 ASHL .'~.IIEMEE'EING. lSSION MEMBERS PRESENT: Richard Brock (Chair), Jo Anne Eggers (Vice Chair), Dan Maymar, Joseph Vaile, Diane White Members Absent: Frank Betlejewski, Anthony Kerwin Staff Present: Keith Woodley, Nancy Slocum, Marty Main Non-Voting Members Present: Cate Hartzell I. CALL TO ORDER: Chair Brock called the meeting to order at 4:32 PM in the Lithia Room. II. APPROVAL OF MINUTES: Eggers/Maymar m/s to approve the minutes of November 9th as submitted. Motion passed unanimously. III. PUBLIC FORUM: None IV. ADJUSTMENTS TO THE AGENDA - Reviewing Betlejewski's draft revised Memorandum of Understanding with the Forest Service was added to New Business. V. OLD BUSINESS A. AFRCAT Update - Woodley announced that the City Council would hold a study session on the AFR project with Linda Duffy on Thursday, January lih beginning at 5:00 PM and lasting about 90 minutes. The Commission was encouraged to attend to ask questions. The Federal Advisory Committee Act (FACA) has received a lot of interest. Questions could be asked ahead of time and addressed in the meeting. Major questions to address include when the public could participate in the process, how the economics (versus financial) would be addressed, and how to open the discussion regarding the blending of the alternatives up to the AFRCATs and other members of the public. Woodley reported on the November 28th Forest Service meeting. Main and Borgias were also in attendance. No decisions were made and Duffy did not want to give the impression that the specifics of the discussion would be seen as final decisions. The Forest Service's abiotic model for Northern Spotted Owls is still not available. Some effects of the Community Alternative cannot be determined until the model is studied. Hartzell understood the reasoning behind sending representatives of the Commission to meet with representatives of the Forest Service during the drafting of AFRCA and corresponding clarification process, but this pre-FEIS stage is different and should be open to a larger community process. She asked the Forest Commission to insist the Forest Service be more transparent. She thought F ACA did not apply and court rulings substantiating that. Hartzell thought the City could appoint a subcommittee to "officially" represent the City. Eggers agreed. Eggers would like to build trust by all parties disclosing all the difficult issues so everyone knows. She wondered what the main points of differences were in the two alternatives. Main noted that the Forest Service embraced the idea of the AFRCA Fuel C:\DOCUME-1\ship1etd\LOCALS-1\Temp\DEC 140S.doc ASHLAND FOREST LANDS COMMISSION MEETING Page 1 of3 Discontinuity Network, but also wanted to add the Defensible Fuel Profile Zones. Vaile thought that the process as it stood now did not make it a true "community" alternative. Eggers thought at this point in the process, that only AFRCA Ts be included. Others must go forward as individuals. Hartzell suggested holding an AFRCA T meeting before the City Council study session in order to discuss opening up the process to others. Commission agreed. An AFRCA T meeting was scheduled for either January 5th or January 9th at 6:30 PM. Main would check his schedule and Brock would furnish Slocum with an agenda. Monitoring Subcommittee Update - Brock, White and Vaile made up the subcommittee. Brock reported that the group met and decided that the best way to approach a monitoring plan was to decide what we want to know and why, then how, then who. What we want to know is the amount of sediment production, seasonal water quantity (late summer) and sources, potential fire behavior, spotted owls and other late successional forest associated species of animals and plants, retention oflarge trees, rare plant species, non-native invasive plant species and laminated root rot. George Badura thought a measure of effective ground cover should be added to the list. Vaile noted that the group also discussed how much plot data to collect, that noxious weeds were a problem, and that there is a need for two monitoring plans: one for the lower watershed and one for Winburn. Diane noted that a timetable was also needed. Main noted that because Ashland's operating space is so different from the Forest Service, the City can be a leader. Brock said the key questions the subcommittee raised relative to recent activities were: 1. Was the density reduction successful in reducing beetle induced mortality in the remaining trees? 2. How did the ground vegetation layer respond to canopy reduction? 3. How have non-native plant species responded to canopy reduction? 4. How has the density reduction affected overall vigor of remaining trees? 5. Is there any change in surface erosion or slope failure in areas thinned? 6. What is effective ground cover (post treatment)? 7. Has thinning around large trees reduced mortality and or increased vigor? 8. What is the response of Horkelia tridentata to the canopy thinning? 9. Was the native grass seeding successful? 10. How are planted trees surviving 11. What are the CWM and snag numbers (post treatment) Brock asked the commission to consider other monitoring questions and email it to the subcommittee. The group will meet again in January. White noted the importance of building a structured database with backup and a decision on how the data will be inputted. B. Finalize Three Year Commission Goals - Before Goal 8 "Creating a Fire Management Plan" was created, Woodley had been working on a draft for a year. He passed around a draft copy of the "Ashland Forest Intermix Wildfire Response Plan." The Commission tabled further discussion until next meeting. Brock asked the commission to C:\DOCUME-1\shipletd\LOCALS-l\Temp\DEC 14 OS.doc ASHLAND FOREST LANDS COMMISSION MEETING Page 2 of3 comment further on the goals via email over the next month. C. Winburn Parcel- Main noted that the draft inventory data and prescriptions were based on Forest Commission discussion over the last five years. A plan of action would take place in two layers: one for small diameter, non commercial and one for mid diameter, commercial. In response to Main's request for a Cultural Resource Inventory on Winburn, Woodley reminded the Commission that Nan Hannon completed one in 1987. Maymar requested a copy. VI. NEW BUSINESS A. Discussion of Meeting Time and Length - Brock thought that beginning the meeting at 4:30 PM was too early for some commissioners and members of the public. He suggested 6:30 to 8:30 PM. He asked Slocum to bring a schedule of available times for the Siskyou Room to the next meeting and the commissioners to bring their calendars. B. Update Commission Glossary - tabled. C. Update Memorandum of Understanding - tabled. VII. OTHER A. Main met with Steve Ziel, US Forest Service, to discuss prescribed underburning under A WPP in two City units. VIII. ADJOURN: 6:02 PM Richard Brock, Chair Respectfully Submitted, Nancy Slocum, Clerk C:\DOCUME-l\ship1etd\LOCALS-1\TempIDEC 14 05.doc ASHLAND FOREST LANDS COMMISSION MEETING Page 3 of3 MEMBERS PRESENT: Richard Brock (Chair), Joseph Vaile, Diane White Members Absent: Frank Betlejewski, Anthony Kerwin, Jo Anne Eggers (Vice Chair), Dan Maymar Staff Present: Nancy Slocum, Marty Main Non-Voting Members Present: Cate Hartzell I. CALL TO ORDER: There was no quorum. C:\DOCUME-I\shipletd\LOCALS-I\TempVAN II 06.doc ASHLAND FOREST LANDS COMMISSION MEETING Page 1 of 1 (> CITY OF ASHLAND ASHLAND HOUSING COMMISSION MINUTES January 9, 2006 CALL TO ORDER - Chair Faye Weisler called the meeting to order at 6:30 p.m. at the Community Development and Engineering Services building, 51 Winburn Way, Ashland, OR. Council Liaison: Staff: Faye Weisler, Chair Matt Small, Vice Chair Alice Hardesty Carol Voisin Don Mackin Liz Peck Bill Street Jennifer Henderson Sunny Lindley, Student Liaison Cate Hartzell, present Brandon Goldman, Housing Specialist Commissioners Present: Absent Members: APPROVAL OF MINUTES Minutes from the December 19th meeting were not provided PUBLIC FORUM No one came forth to speak at public forum UPDATES Subcommittee Reports Education - Carol Voisin said they are set for the Employer Assisted Housing follow up meeting scheduled for January 13th from 3p.m. to 5 p.m. The invitations have gone out to participants at the EAH workshop and its anticipated it would be a small group discussion. Voisin also discussed a tour she, Alice Hardesty, Bill Street, and Brandon Goldman took an informative tour around Ashland looking at potential sites for affordable housing. Liaison Reports Council, Parks, Schools - A group comprised of representatives from the Parks Commission, School Board and City Council met on January 4th, 2006, and Hardesty and Voisin attended. The topics discussed included playgrounds, playing fields, maintenance and possible contribution from the Parks Department and City, in addition to School portion, to maintain the grounds to a higher standard. Hardesty said the concept of co-ownership of the grounds was brought up during the meeting. She noted the next "tripartite" meeting was scheduled for January 19th at 7:00pm in the City Council chambers. Cate Hartzell suggested the Housing Commission draft a scenario, or several alternatives, for affordable housing for schools and stated she could request the group further examine "surplus" property at each campus. Peck asked whether there are examples of other school districts that have developed housing. Hardesty cited the Save our Schools and Playgrounds Report and Harvard Report [on Employer Assisted Housing] as having examples of housing on school property. She noted that Goldman had sent the article on Santa Barbara's teacher housing to the School Board. Faye Weisler questioned whether there was a consensus on the commission that it would be best to forward the concept of "housing for teachers", as opposed to affordable housing in general, to the School Board. Don Mackin asked if the School Board had expressed recognition of a problem in having their teachers find housing. Street and Hardesty expressed that members of the School Board have shown interest in exploring the issue. Hardesty elaborated that the district is preparing for a retirement bubble and as such is aware of the pending need. Hartzell suggested that we work to defme a project, perhaps working with Diana Shavey or another expert to help define the constraints. She stated the a subcommittee of the "tripartite group" which includes Ruth Alexander, Jim Lewis and herself is focused on housing and Housing Commissioner members could come speak to that group. She stated that providing input to the facility bonds committee could also be a means to raise the issue. She also suggested that the Housing Commission potentially have a Joint Study Session with the School Board. There was general consensus to have a joint study session. Goldman asked for clarification whether the Commission wanted to be on the regular agenda Hartzell recommended that the chair of the Housing Commission draft a letter to the chair of the School Board requesting a joint session. ASHLAND HOUSING COMMISSION MINUTES January 9, 2006 1 PlanninQ - no report (Peck is liaison) Conservation - Weisler questioned what the conservation density bonus is. Goldman briefly explained the proposed Density Bonus provisions for conservation measures and noted the proposed measures [Earth Advantage] had had first reading before the Council and is to go before Council for second reading. Hartzell further explained the program and the incentives. Peck expressed that the increase in density may allow more second homes as investments and that any increases in density should highly promote affordability. Goldman noted that during the review of housing priorities by the Land Use subcommittee that forwarding changes to the Density Bonus provisions was designated as a "low priority". He further noted that the whole commission was to review the goals and priorities further down on the agenda. Hartzell recommended that Weisler , Liaison to the Conservation Commission to collaborate with them on the conservation density program. Hardesty noted that the idea of combining conservation and housing within the density bonus provisions had not come up before which may explain the low-priority designation from the subcommittee, but they may be more effective combined. Hartzell noted than on January 29th the Council will undertake visioning and long term goal setting to establish fewer goals. She thought that it was a good time for commissioners to contact other Councilors to raise housing as an issue for the Councilors to consider it in their thinking. OTHER BUSINESS Hardesty stated that she wants the Commission to look again at the requirements for zone changes and annexations. Goldman clarified what those requirements currently are. Hardesty questioned whether the Commission could place the item on the next, or subsequent agenda. Weisler suggested the issue be on the next agenda. NEW BUSINESS Ashland Community Land Trust - Handyman Proposal Goldman explained the staff memo and assessment of the Ashland Community Land Trust proposal. Goldman clarified that the memo should be corrected to note the Food Bank component still needs to complete a Planning Application for administrative approval. He explained that the proposal is conceptual and would need further refinement but at first glance the rents would need to be adjusted to be affordable to extremely low income. Tom Bradley, Ashland Community Land Trust Board, stated that the proposal at this point is conceptual and that ACL T was bringing the proposal to the Housing Commission to get some initial feedback to help evaluate the idea, collaborate, and restructure the proposal to take to the City Council. At this point the analysis and synopsis was kept simple to catalyze discussion. He noted that Alan DeBoer (property owner) has indicated a willingness to sell the property at below market value. Matt Small noted he thought it was a great idea and he really liked the concept to create a center for non profits. Further Small recognized the generosity of Alan DeBoer in providing the property at below market cost. He commented that the conceptual rents are nearly market rate, and they'd need to be lower. He also questioned the eligibility for CDBG funds. Goldman noted the use is eligible, as is the applicant (ACLT) , but sound attenuation would likely be required due to the environmental review given the proximity of the railroad and Highway 66 (Ashland Street). Bradley interjected the imputed monthly rent was calculated as a division of units into cost per unit, however this was misleading and likely premature as a careful consideration of the unit sizes and the assessment of need has not been done. He elaborated that this is a first screening and that getting into rent numbers would come later. Peck saw the proposal as a noble effort and believed that affordable housing could not be located next to railroad tracks. Goldman clarified that it is difficult to apply federal funds such as HOME and CDBG given the noise impacts, but that privately funded, or local funding would not have those restrictions. Bradley stated that ACL T was not planning to apply for CDBG funds but was rather believed it was something the City could support without federal fund involvement. Peck questioned whether the location itself was accessible to the clients of the social service providers. Small noted that the bike path, and bus line does go to the property and thus its very accessible. Hartzell echoed that the property was accessible and that although issues will come up at any location, this site has some advantageous being commercially zoned. Bradley explained that Pathways, a non-profit, had expressed interest in the site, He also noted that he had not yet spoken with Interfaith Care Community of Ashland, but the zoning is appropriate for the use and that he is hearing that transitional may be preferable to affordable. Hardesty saw it as a good idea but not a one she felt comfortable to recommend the project due to the fact that the use of CDBG was unlikely, and she was opposed to the use of Strawberry Lane money on the property. Bradley stated that his goal is to see if the idea is worthy enough to flush out the details, he sees that its an opportunity where someone is willing to sell the property below market, there is ASHLAND HOUSING COMMISSION MINUTES January 9, 2006 2 T~' , a need in Ashland for transitional and affordable housing, and that this proposal is a potential solution. Again the analysis to date has been on what the site is capable of providing. With support from the Housing Commission ACL T can further refine the proposal and engage in further discussion. He noted again that federal funding is not part of the proposal and that there is an income stream to support operations from financially viable tenants on the first floor. Hartzell questioned the interest in Pathways Mackin stated that it seemed if the project could not survive without subsidy in some form, and he questioned whether there were other sources, aside from HUD. He felt it would not be a recommendation to use all of Strawberry funds to buy it, but rather as a source to leverage. Mackin said "The misconception is that it may be unrealistic to say the City is going to pay $650,000 to buy it, that's putting all the eggs in one basket", elaborating that the assumption that we've operated on is that the Strawberry property is being held to fund affordable housing. He stated the commission had not discussed bankrolling a whole project. He said there are a lot of potential to be discussed and if we could find a source of subsidy it would be great for the City to provide leverage. Bradley stated that the input was helpful and that he had a clearer sense of what will and won't work for the Commission. OLD BUSINESS Action Plan and Housing Commission Goals Goldman distributed the outlined goals and priorities and explained the references within the tables. He noted that it was unfeasible to address all the identified priorities in any given year, and thus a refmement of the priorities would help the Commission articulate at the Council presentation scheduled for January 17th which items were intended to be the focus for the coming year. Goldman went through each item listed individually to further describe their intent and status. He responded to clarification questions from Commissioners. Hartzell advised that the Commission shows Council the entire list of goals and not necessarily focus on the prioritization. Street questioned whether it would be good to list the top four priorities from each subcommittee. Hardesty felt the lists were too detailed and would not work as materials to present to Council as formatted. Hartzell agreed that it could be simplified but that there was value in seeing all the items. Goldman asked whether the Commission wanted the priorities listed in their presentation to Council. Weisler spoke to the fluid nature of revisiting items as opportunities arise. Hartzell recognized that the dynamic nature of affordable housing and the preparation provided by the full list allows the Commission to move on opportunities. Street said that looking at 30+ goals he expected a question from Council of what are the top priorities. He stated that the top three might be land acquisition, establish the housing trust fund and educating the community about the seriousness of the situation. Peck noted that putting units on the ground was part of that short list. Hartzell explained that protection of vulnerable property acquisition should also be combined with acquisition to ensure such opportunities are not lost. Housing Commission Update to Council Presentation Goldman stated that he was prepared to present the distributed power-point that defined affordable housing. Street recommended that the defmitions include "family housing". Goldman explained the charts and tables within the materials. The powerpoint also touched on projects completed and projects pending. Additionally the presentation showed examples of built units to show that the perception of affordable housing is not necessarily what it ultimately looks like. The Commission coordinated on how they will present individually. Weisler recommended individuals from each subcommittee present on behalf the sub groups. Hardesty encouraged Goldman to explain each chart or graph, but just show the photos quickly. Members of the Commission indicated who would present. Hartzell said there was a value in having each commissioner come forward to allow the Council and audience to see each person. Street stated that each commissioner represents different neighborhoods and communities and as such it's better if all are present. Weisler stated that after Goldman's brief presentation she would summarize the goals, and then a representative from each subcommittee would speak to the Council about the subcommittee work. Regarding the presentation on the Housing Commission request to be involved in Planning Review functions, it was stated that Bill Street and Jennifer Henderson would present on behalf of the Commission on that topic. ADJOURNMENT - The meeting was adjourned at 8:50pm. Minutes Respectfully submitted by Brandon Goldman, Housing Program Specialist ASHLAND HOUSING COMMISSION MINUTES January 9, 2006 3 CITY OF ASHLAND ASHLAND PLANNING COMMISSION HEARINGS BOARD MINUTES JANUARY 10, 2006 CALL TO ORDER - Russ Chapman called the meeting to order at 1 :40 p.rn. at the Ashland Civic Center, 1175 E. Main Street. Commissioners Present: Russ Chapman Olena Black Allen Douma Absent Members: None Council Liaison: Jack Hardesty Staff Present: Maria Harris, Senior Planner Derek Severson, Assistant Planner Amy Anderson, Assistant Planner TYPE II PLANNING ACTIONS PLANNING ACTION 2005.01830 REQUEST FOR A LAND PARTITION TO CREATE THREE PARCELS FOR THE PROPERTY LOCATED AT 309 AL T A STREET. THE APPLICATION INCLUDES A REQUEST FOR A VARIANCE TO REDUCE THE PAVING OF WEST AND ALTA STREETS TO BELOW THE REQUIRED MINIMUM WIDTH OF 20 FEET. A PHYSICAL CONSTRAINTS REVIEW PERMIT IS REQUESTED TO CREATE PARCELS WITH SLOPES 25 PERCENT AND GREATER IN HILLSIDE LANDS APPLICANT: URBAN DEVELOPMENT SERVICES, LLC Site Visits and Ex Parte Contacts - Site visits were made by all. STAFF REPORT Harris showed a site plan and explained the project as outlined in the Staff Report. The applicant is requesting a Variance to permit a 15- foot pavement width instead of 20 feet to both Alta and West Streets. The applicant argues the situation is unusual because both Aha and West Streets are older platted streets that haven't developed at this point. He is saying the benefit of the proposal is by making the paving a lesser width, there will be fewer trees required to be removed. The conditions are not self- imposed because the applicant did not plat the right-of-ways or the old existing situations. Another issue is the accessory buildings. There are two accessory buildings located on proposed Parcell. In the past, Staff has always required an accessory building has to be accessory to some use. In a Single Family zone, an accessory building has to be accessory to a home. When a new lot is created and there isn't a home to be accessory to, the small extra buildings have to be removed before the City signs the plat. The applicant handed out written information addressing this issue and Harris believes he is saying that in this case since the lots will be contiguous, then the property owner would retain two of the lots and therefore they can consider it one lot and let the sheds stay. If the Hearings Board approves the application, Staff is recommending 17 Conditions. There is a correction on page 9 of the Staff Report. Condition 12 should say, "Solar Setback Standard A." Also, add Condition 18 stating: "That the Aha Street property line for Parcel 2 shall be narrower than the West Street property line on the final survey so that the Aha Street property is the front lot line. PUBLIC HEARING MARK KNOX, Urban Development Services, 320 E. Main Street, Suite 202, introduced ROBERT AND BARBARA HINDS, owners of 309 Alta Street. Knox explained that the natural grades of the property range from 14 to 33 percent. There have been some physical changes to the property over the years that have created some flat spots. On the upper lots, there is a big cutout and that is where the building envelopes have been designed. The owners intend to remain in the house and would someday like to build on one of the partitioned lots and that is why they would like to keep the accessory structures. The owners built the art studio only nine or ten years ago and they believe there is room for the Planning Commission to allow the accessory buildings. It is Knox understands that a person can have an accessory building if he/she owns the adjacent property. The owners do not have a problem with some deed restriction language that would state that prior to selling it to a third party or another party that they would then remove the buildings. Knox noted the Tree Commission recommended approval of the Variance in order to preserve more trees. It was only around 1995 that Alta, when tied to a partition proposal, that it received any improvements. Knox has met with Public Works and the Fire Department and they are satisfied with the proposed improvement. On Alta Street, they are continuing the improvement that is already there for approximately another 200 feet. On West Street, there are a number of significant cedar trees. The project arborist is present and helped them conclude that they want to keep the roadway at 15 feet. They want to minimize the overlay of the asphalt in the root zones. To widen the road to 20 feet would require removing every tree in one area and it would require a five to six foot retaining wall. They are trying to minimize the disturbance to the neighbors and to the site. Staff Comments - None Rebuttal - None COMMISSIONERS' DISCUSSION AND MOTION Chapman is satisfied the Variance has been justified and would much prefer to see the trees remain. The Physical Constraints Review Permit will come into play when a house is proposed. He does not have a problem in allowing the accessory unit to remam. Harris re-worded Condition 17: "That the accessory structures on Parcell shall be removed prior to change of ownership or submittal of a building permit for Parcell. The property owner shall sign a deed agreement to that affect. RE.OPENED THE PUBLIC HEARING Knox wondered what will happen if the current property owner stays. The owners might want to live there, build on that property and then retain the existing house. They might continue to own contiguous lots. Harris said the problem on the City side is enforcement because we have little or not control over when properties change hands. She suggested changing the wording to say: "Unless there is evidence at the building permit that the ownership hasn't changed." Douma believes it makes sense not to pull down a structure that is useful. Why destroy something and build it back up again? He believes we should leave it there until something else happens. Harris said she would come up with language for the Findings. The Public Hearings was closed. Douma/Chapman m/s to approve PA2005-01830 with the attached Conditions and corrected Condition 12, added Condition 18 and wording for Condition 19 regarding retention of the accessory buildings to be included in the Findings. Roll call: Douma, Chapman Black approved unanimously. PLANNING ACTION 2005.01836 REQUEST FOR CONDITIONAL USE PERMIT TO USE A PORTION OF A NEW HOME FOR AN ACCESSORY RESIDENTIAL UNIT FOR THE PROPERTY LOCATED AT 695 WALNUT STREET. APPLICANT: STEVEN J. ASHER Site Visits and Ex Parte Contacts - Site visits were made by all. Chapman and Black met up there at the same time but did not discuss the application. STAFF REPORT Anderson gave the history and description of the property and application as outlined in the Staff Report. Staff believes the proposed accessory residential unit does not meet the criteria for a Conditional Use Permit approval. Staff is concerned it will be difficult to make a finding that the accessory residential unit, along with the single family home will have the same amount of negative impacts on the surrounding area as the target use of the zone (single family residence). Specifically, there may be a threshold on minimally sized lots where an accessory residential unit combined with a single family home may significantly change the massing, bulk and scale, architectural compatibility, available yard area and generated vehicle trips in the area. However, if the Commission decides to approve the application, there are 18 Conditions of approval. Chapman asked if there is adequate turnaround. Anderson said cars have to be able to exit the lot in a forward manner. Staff is asking the applicant how they can meet this requirement. ASHLAND PLANNING COMMISSION HEARINGS BOARD JANUARY 10, 2006 MINUTES 2 I ~" . Douma understands the mass and scale on this lot and the impact to the neighbors. If someone wanted to building a 2800 square foot house, would the same issues about mass and scale apply? Anderson said it would apply mainly in the additional generation of traffic and having/seeing more than one entrance. Anderson said the existing fence along the northern property line is required to be retained as part of this partition. PUBLIC HEARING STEVE ASHER, Asher Homes, Inc., is representing the property owner, Patricia Armstrong. Asher is planning to create a 1511 square foot home on the main level and a 498 square foot accessory residential unit with a basement area of 772 square feet. He does not see bulk and scale as a major issue. The surrounding homes don't follow any particular architectural style. If Asher does not receive approval for the ARU, he will build the house with the ARU square footage but it will just be part of the house. He stated the goal was to provide more affordable housing, infill and desirable housing for the community. Backing out of the parking area is tight. A turn can be made with cars less than 14 feet in length. It was difficult to get the impervious portions to fit. He said they have already reduced the depth of the garage. Shawn Branaugh, Ashland Fire Dept., said there is enough width in the driveway to get to the house to fight a fire. There is not a turnaround requirement for this driveway length. Asher said by trying to reduce mass and scale, they have left as much open space around the house as possible. They are looking at a 2000 square foot footprint on a 7500 square foot lot seems adequate. BARBARA SMITH, 707 Walnut Street, said she lives off the flag lots. She submitted a letter that is in the packet. Even though the structure above will be 1500 square feet, the structure below will have a living space. They and the other neighbor definitely want to keep the six foot fence for privacy because the front yard proposed is off their private driveway. The flag lot was not intended to access 695 Walnut. She noticed on the plans that the house will extend above the six foot high fence for their view. It will be more people, more noise, more cars, etc. Staff Comment - Harris said the measurement from the garage to the other side of the driveway is 22 feet. That is the minimum back-up requirement according to the code. She noted the maximum number of unrelated people that can live in a single family residence is five. Harris said the parking space at the end of the drive is one that is required. They have to be able to pull out and go forward. There is no dimensional requirement in the ordinance that says what you need in order to be able to do that turn. The burden of proof is on the applicant to show that turning movement can be made. They need to have a total of four parking spaces. Rebuttal- Asher said it is a tight turnaround, but it's a gray area. If it's too difficult to make the turn, people will back all the way down the flag. He believes a three point turn is workable. He still believes a two bedroom house with an ARU will cause less traffic impact than a single family residence with three bedrooms. COMMISSIONERS' DISCUSSION AND MOTION Douma said he does not have a high level of concern about bulk and scale because someone could build the same size house that is proposed with two entrances without the ARU. The entrances are in an alcove and won't even be seen. The parking space/turnaround should work. It meets the 22 feet. He assumes the impact of this proposal and a three bedroom house is equivalent. He wants to be cautious about denying an ARU if the ordinances allow an ARU on a 7500 square foot lot. Having more affordable housing is good for the community. Black does not see any reason not to have an ARU in this area. She understands it meets the ordinance. The testimony indicated there are numerous single family rentals in the area. It seems having the ARU as part of a home, makes the rental situation no worse; in fact, it spreads the apartments into areas where they are more monitored. Chapman does not think we can fault people for building to the maximum. It's part of the philosophy of this town. Based on his personal experience, he believes the impact of the ARU is less than a house that could eventually have five renters in it. He supports the project. Chapman/Douma rn/s to approve PA2005-01836 with the attached Conditions. Roll Call: Chapman, Douma and Black approved the action unanimously. PLANNING ACTION 2005.02186 ASHLAND PLANNING COMMISSION HEARINGS BOARD JANUARY 10, 2006 MINUTES 3 REQUEST FOR MODIFICATION OF THE OUTLINE PLAN SUBDIVISION APPROVAL FOR THE BIRNAM WOODS SUBDIVISION TO MODIFY THE APPROVED BUILDING ENVELOPE AND TREE PRESERVATION PLAN FOR LOT 5 WHICH IS THE PROPERTY LOCATED AT 1449 WINDSOR STREET. THE PROPOSAL INCLUDES THE REMOVAL OF THE 24 INCH DIAMETER AT BREAST HEIGHT PINE ON LOT 5 WHICH WAS ORIGINALLY SLATED FOR PRESERVATION. A REQUEST FOR A TREE REMOVAL PERMIT FOR THE PINE IS INCLUDED IN THE APPLICATION. APPLICANT: GARY S. PLANO & MARK C. MEYER Site Visits or Ex Parte Contacts - Black drove by the property. Chapman and Black had a site visit. STAFF REPORT Anderson gave the history of this property. The applicant is proposing to remove a 24 inch diameter at breast height (dbh) Ponderosa Pine that is located within a proposed modified building envelope. She showed a site plan. The applicant has secured a certified arborist to evaluate the health of the trees. He found the pine was infected with western gall rust, an irreversible disease that weakens the structure of the tree and spreads with windborne spores. The arborist determined the black walnut tree is in excellent health and is structurally sound. The applicant has also provided documentation of the effects of western gall rust as well an excerpt from their Covenants, Conditions and Restrictions (CC&R's) that are in the packet. The Tree Commission reviewed the application at their January 5, 2006 meeting and recommended retaining the pine tree and implementing treatment methods as prescribed by a certified arborist. Should the Hearings Board approve this application, there are nine Conditions of approval. There is a correction to Condition 6. It should say "recommendations", not "recommendation." Anderson did not want the pine tree removed because in their knowledge of trees they have found western gall rust can be treated to a degree with the removal of some of the branches and limbs that are diseased. The applicant's arborist is present to answer questions. PUBLIC HEARING GARY PLANO, 2606 Queen Anne Avenue North, Seattle, Washington, stated he is requesting the removal of the Ponderosa Pine that the arborist has recommended be removed. Under his CC&R's, he is allowed to remove a tree if it suffers from an irreversible disease. In his application he has attached two sources explaining western gall rust and the fact there is potential injury if limbs and branches should fall. He is concerned about building a house around the tree. Any dead branches could bring an insect infestation. TOM MYERS, Upper Limb-it, P. O. Box 881, Ashland, stated he is a certified tree arborist. The Ponderosa Pine looks good right now but it does have gall rust. The galls can be cut off. The fungus is systemic within the branches. Within three years there will be more galls and further die-back of the tree. It's a long process of decline. He would prefer to remove the unhealthy tree. The black walnut has a much better chance of surviving the building process. He did not present at the Tree Commission meeting because he forgot there was a meeting. Anderson said the Tree Commissioners said their minds would not have changed if Myers had been present. Myers added that the problem can be treated but it cannot be solved. If the house is built around it, he doubts the tree will survIve. PIano has the same concerns as Myers. He requested he not be held responsible for any potential damage that might result from the pine tree. There was support from the residents of 720 Indiana for keeping the Black Walnut during the original subdivision approval. There is a letter in the file from Paul and Lynn Nylund, 1559 Windsor Street requesting the Ponderosa Pine be removed in favor of saving the Black Walnut Tree. With respect to meeting the standard of a non-hazard tree, he is trying to remove a diseased tree in order to save a healthy tree, necessitating moving the building envelope. The proposed building envelope is smaller than the original building envelope. The removal of the pine would not have a significant negative impact on the densities, sizes and canopies of trees in the surrounding area. There are 18 trees in the nearby area; several Ponderosa Pines. His concern is that the gall rust will spread and will begin infecting other trees in the area. He has met the conditions for modification of Outline Plan. He wants to move the building envelope closer to Windsor Street thus allowing more light and space to ensure that his neighbor will enough light. Moving the building envelope allows for a back yard so the two houses are not so close together. ASHLAND PLANNING COMMISSION HEARINGS BOARD JANUARY 10,2006 MINUTES 4 Staff Comments - Harris explained that the CC&R's are private restrictions, not applicable to City regulations. When there is a modification of an old subdivision approval, it is not just a modification of the building envelope, it is also a modification of the tree protection plan for the whole subdivision. Rebuttal- PIano said he has a letter from Jim Olson, Engineering Dept. requesting a ten foot easement as a Condition of approval. COMMISSIONERS' DISCUSSION AND MOTION Condition 6 should be stricken. Condition 2 covers the ten foot wide utility easement. Douma/Black m/s to approve PA2005-02186 with the removal of Condition 6. Roll Call: Black, Chapman and Douma voted unanimously to approve. ADJOURNMENT - The meeting was adjourned at 3:45 p.m. Respectfully submitted by Susan Yates, Executive Secretary ASHLAND PLANNING COMMISSION HEARINGS BOARD JANUARY 10, 2006 MINUTES 5 CITY OF ASHLAND ASHLAND PLANNING COMMISSION REGULAR MEETING MINUTES JANUARY 10, 2006 CALL TO ORDER - Second Vice Chair Michael Dawkins called the meeting to order at 7:05 p.rn. at the Ashland Civic Center, 1175 East Main Street, Ashland, Oregon. Council Liaison: Staff Present: Michael Dawkins, 2nd Vice Chair John Stromberg Olena Black Russ Chapman Allen Douma Dave Dotterrer John Fields Mike Morris Jack Hardesty (present) Bill Molnar, Interim Planning Director Maria Harris, Senior Planner Derek Severson, Assistant Planner Mike Reeder, Assistant City Attorney Commissioners Present: Absent Members: ANNOUNCEMENTS Agenda Items for the January 24,2006 Study Session 1. Send top two or three goals to the Planning Department by January 19th to be discussed at the study session. 2. Review the Citizens Guide and make any revisions by the study session. (Chapman & Douma) 3. Review the Powers and Duties. (Dotterrer) 4. Begin thinking about items for the May retreat. APPROVAL OF MINUTES AND FINDINGS 1. December 12, 2005 Regular Meeting Minutes - Black noted a correction on page 3 just above Public Hearing, add the wording "Black asked KenCairn if this was a co-housing project for small business and KenCairn responded 'You might say that'." ChapmanIBlack m/s to approve the corrected minutes. Voice Vote: Approved. 2. Approval of the Findings for PA-2005-01674, 11 First Street, will be deferred until after the break. 3. Chapman/Douma m/s to approve the Findings for PA2005-01833, 150 Clear Creek Drive. Voice Vote: Approved. 4. StrombergIBlack m/s to approve the Findings for PA2005-01476, 290 Skycrest. Voice Vote: Approved. 5. DoumalDawkins m/s to approve the minutes of the December 12,2005 Hearings Board. Voice Vote: Approved. 6. Douma/Dawkins mls to approve the Findings for PA2005-01474, 893 Hillview Drive. Voice Vote: Approved. PUBLIC FORUM BRENT THOMPSON, 582 Allison Street, thanked the Commission for forwarding the amended sign ordinance to the Council, however, the Council has tabled it. There was no need to table the sign code amendment to open up a larger discussion of infill. He has recommended wording that would restrict signage to 50 percent of what would normally be allowed on subsequent business frontages. He does not see it is necessarily practical to include a requirement for site review. Some allowances need to be made for other frontages. Molnar said the sign code amendment went to the Council in September. Most of the Council's concerns centered on whether or not the ordinance should take into consideration the quality of a business frontage. Are there elements that commonly constitute a standard business frontage? They are also concerned about opening up a sign permit review to a site review. It was not a high priority for Staff. PLANNING ACTION 2005-01834 ADDRESS: 479 RUSSELL STREET APPLICANT: RUSS DALE & DARREN LECOMTE REQUEST FOR SITE REVIEW APPROVAL FOR A THREE-STORY, MIXED-USE BUILDING FOR THE PROPERTY LOCATED AT 479 RUSSELL ST. THE PROPOSED BUILDING IS COMPRISED OF RETAIL AND OFFICE SPACE ON THE GROUND FLOOR, AND THREE RESIDENTIAL UNITS ON THE SECOND AND THIRD FLOORS. THE PROPOSED BUILDING IS APPROXIMATELY 9,700 SQUARE FEET IN SIZE. THE PROPERTY IS LOCATED IN THE DETAIL SITE REVIEW ZONE, AND IS ALSO SUBJECT TO THE LARGE SCALE DEVELOPMENT STANDARDS. THE APPLICATION INCLUDES A REQUEST FOR AN ADMINISTRATIVE VARIANCE FOR THE SITE DESIGN AND USE STANDARD FOR THE FLOOR AREA RATIO (FAR) TO BE .60, WHICH EXCEEDS THE MAXIMUM FLOOR AREA RATIO OF .50. Site Visits and Ex Parte Contacts Chapman, Douma, Stromberg, Black and Dawkins had site visits. Stromberg tried to get a sense of the angle and view the neighbors will get of this project. STAFF REPORT Molnar reviewed this project (refer to Staff Report dated December 12,2005 and Staff Report Addendum dated January 10, 2006). There has been concern by the neighbors about the open carport design and a request by the applicant has been made to enclose five parking spaces in garages. By enclosing the garages, the applicants exceed the Maximum Floor Area Ratio (FAR) of.5 and they require an Administrative Variance to go up to .6 for the Floor Area Ratio requirement. Molnar showed a revised design showing the five garages and outdoor space for the residential. The Commissioners should discuss the following design details: 1. Solar Calculations - There has been an agreement between the neighbors and developer to use the standard residential Solar Access Standard A. Staff is uncertain if the height of the shadow producing point is measured from natural grade. They will need to verify that the measurement is taken to natural grade based on the topographic survey of the property prior to installation of the public infrastructure. This can be reviewed at the building permit stage. 2. Location and Design of Bike Parking 3. Adequacy of the pedestrian coverings. Are they wide enough to shade pedestrians from the elements? 4. If additional design choices need to be considered for east and west elevations to further break up the mass, Staff would need direction from the Commission as well as the applicant. 5. The Commission would have to identify ifthere is a demonstrable difficulty in meeting the specific requirements of the Design Standards due the unique or unusual aspects of the site in order to approve the Administrative Variance up to .6 of the FAR. Discussions between Staff and the neighborhood have been about abutting districts (example: employment against residential) where some different site planning issues exist that would not exist when evaluating a project surrounded by a similar zone. Due to the site's proximity to a residential district, Molnar believes the Commission can find that there are some unusual circumstances surrounding it. 6. The adjacent properties believe the carport design will negatively impact them and would like to see the garages enclosed. Staff has identified 21 Conditions if the Commission decides to approve the project. If the Commission would like to see changes made to the project, they might need to extend the 120 time limit. Molnar asked the Commission to consider two additional Conditions. Condition 22 discusses that the applicants revise solar setback calculations and be provided for review prior to issuance of a building permit. The height of the shadow producing point shall be measured at natural grade based upon topographic survey completed prior to construction of the subdivision structure. Condition 23 would state: That all conditions of the Outline and Final Plan be complied with prior to building permit. Specifically, installation of the pedestrian bridge shall be modified so the location of its eastern terminus complies with the approved construction documents. The final erosion control methods employed along Mountain Creek have been approved by the Public Works Department prior to issuance of any building permits. Molnar noted that the covered spaces are required parking and they are required to accommodate an automobile. If there is extra room, storage shelves would be permissible. He said in the past concerns have been raised about incorporating enclosed garages as part of mixed use projects. As we build larger residential units in mixed use where people want to cover their parking spaces, we lose some ability to gauge how parking is working in a project. What makes this project different is that the covered parking is triggering an Administrative Variance for the FAR. Molnar commented on the stepping back of masses as noted in a memo from Colin Swales. Molnar said in looking at the back of the building, he feels there is enough going on with the treatment of the doors, railings, windows, that the three story masses are ofa proportion and size that incorporate elements of human scale. PUBLIC HEARING RUSS DALE, 585 Allison Street, introduced the other team members: TOM GIORDANO, JEFFREY HYATT, DARREN LECOMTE, KERRY KENCAIRN and LAURIE SAGER. ASHLAND PLANNING COMMISSION REGULAR MEETING JANUARY 10, 2006 MINUTES 2 Dale said they tried to merge the E-l zone successfully with the adjacent residential area. In this case, the residential component preceded this project. They've divided the property into seven lots and set aside the seventh lot to accentuate the aesthetically pleasing drainage area to create a separation between the residential and E-l zone. He has signed an agreement to restrict the project to a Solar Schedule A. They have stepped the building away from the neighbors. The decks are for some outdoor living space on the back side of the building. This is, however, still an E-I zone. He can build language into the Conditions, Covenants and Restrictions (CC&R's) to use the garages for parking an automobile, enforceable by the homeowner's association. TOM GIORDANO, 2635 Takelma Way, stated it is important to understand the history of this parcel. It was always understood where the residential development would occur. The area around the residential boundary to the railroad track was going to be industrial. He lobbied hard to get the residential component added. The Planning Commission agreed and gave them the residential overlay. Giordano noted the solar calculations were taken from the old topographic maps. KERRY KEN CAIRN, 545 A Street, said the bioswale adjacent to this proposal has more of an impact on the public space than the landscaping around the proposed building. KenCairn said their team is aware and embarrassed by the placement of the bridge and they plan to move it. She believes the plaza area is active because of the width of the sidewalk and the plazas pushing in toward the buildings. All the entries to the building are bracketed by a large amount of landscaping. They talked about bringing the sidewalk paving and concrete to and through the doors to further emphasize the doors, making the sidewalk entry relationship even stronger. Dale concurs with the neighbors regarding the enclosed garages. The garage doors make the building look more attractive. DARREN LECOMTE, 1110 Gay Park Drive, Central Point, said the not all the garages are enclosed due the requirement of maintaining no greater than 35 percent for residential on the ground floor. Dawkins felt by leaving a couple of the carports open, that the building doesn't seem complete. Douma said there is a disabled parking space in the back. LeComte said the disabled parking has been addressed with a walkway directly to the elevator that will take someone to the residential. LeComte said if the back deck was lowered, there would be steps going out the back of the units on the occupant's first floor and that wouldn't be practical. It would also create an accessibility issue for those living on the ground floor. There could also be a headroom issue in exiting the commercial building. Black noted that the tops of the garage doors are the same height all the way across. LeComte said the bottoms of the doors will vary a little due to a slight drop in grade. Dale said the parking lots were designed to do storm water retention. KenCairn said this whole project was designed so the back of the parking lots along the property line were raised because the whole thing was supposed to detain storm water. Through various changes over time, it was decided to do away with the surface detention of storm water. But, the project structure remained the same. LaComte said the drawings on the wall are different than the drawings in the packet. They made some adjustments to the ends of the buildings per Staffs comments pertaining to the canopy and the solid wall. EDWARD HUNGERFORD, 456 Williamson Way, said he is concerned about the excessive height of the buildings throwing a significant shadow and he asked that the buildings be kept to two stories. He would support the idea of a variance to allow the garages to be enclosed. GWEN MCMAHON, 421 N. Mountain Avenue, said she is President of the Homeowner's Association of Mountain Creek Estates. The Homeowner's Association, by a vote, will be paying in perpetuity to water the proposed project's landscaping as part of a cooperative effort with the applicant. They have 57 units in their development and they have only one carport. Almost everyone uses their garage for something other than a car. To enforce the use of a garage for a car just isn't practical. She believes aesthetically a garage door is a necessity. SURYA BOLOM, 470 Williamson Way, stated the proposed building is right in back of her property. There is no land barrier to ensure her privacy. She will look up from her yard to a 40 foot building with layers of parked cars at her fence, making her ASHLAND PLANNING COMMISSION 3 REGULAR MEETING JANUARY 10, 2006 MINUTES backyard visible to people parking their cars. Trucks will tower three to four feet above the fence line. Cars and trucks bring cell phones, radios, night lighting, smoking and additional noises. The Draft Railroad Plan calls for new buildings to be compatible with and complementary to those adjoining neighborhoods. She would like to see the carports enclosed and the building brought as close as possible to Russell Street. She is requesting parking lot signs addressing the concerns she mentioned above. She showed pictures of her yard and fence and someone standing in the parking lot to give size perspective. MERA GAGNON, 466 Williamson Way, is impacted on two sides by the project. In the photos she passed around, there is a truck parked alongside the parking lot. Note the height of the truck. There was noise reverberating in her yard from across the fence. They are planning to put dumpsters in that comer. She'll smell it and hear it and it will be within 15 to 20 feet of her yard. She has requested a two story building and she would favor the garage doors except it all needs to be further away. NOLA KATOPOTHIS, 473 Williamson Way, said Dale told them in a meeting that the buildings will be only two stories. Whether it is a residential property or a commercial property, there needs to be a buffer. When people get out of their car, they can look right into the houses along the back. NANCI KENT, 460 Williamson Way, said she had an intoxicated intruder jump from the parking lot into her backyard and into her house one night and it was terrifying. She is looking for a sense of safety, especially for families with children. She was told the railroad tracks are a highway for undesirables. She would like enclosed garages as they would provide a sense of safety. This is an unusual situation with E-I backing a residential. There should have been an area of transition. DOUG KENT, 460 Williamson Way, stated when they fIrst moved in and met with Russ Dale, they were told Russell Street would connect to A Street. When commercial traffIc comes in, he would like to see that connection. He doesn't want to see more cars up and down his street along with Fed Ex trucks and delivery trucks. He has safety concerns for the children in the neighborhood. ERIC NAVICKAS, 711 Faith Avenue, asked for denial of the Variance and FAR. Dale has failed to show a demonstrable diffIculty to allow the Variance. Dale has the option of scaling back the building to meet the FAR and maintain the enclosed garages. If Dale has to go without carports then it does meet the City's ordinances. Stromberg asked if Navickas believes it is possible to get a more substantial appearance and still have carports. Navickas believes it is possible but a better option is to maintain the garages and require them to meet the FAR, including the garages and scale back the entire project. ARLEN GREGORIO, 474 Williamson Way, (also speaking for ALLYN GREGORIO too) thanked Russ Dale for being accessible and for meeting with the neighbors. The pictures he passed around illustrate the problem that they have. One photo shows the difference in grade between the single family homes immediately adjacent to Lot 4 and the fIlled parking lot. The fIve foot strip is their only physical protection between their homes and the mixed use development. The other factor is the proposal of a gigantic building looming not just over a home, but over a whole neighborhood. Another picture shows several front yards and front porches on Williamson Way from Lot 4 so the streetscape on Williamson Way is going to be directly impacted by the massive structure. The whole neighborhood is impacted in a unique and unusual way. This same situation would not happen citywide. Gregorio would like to explore with Dale the elimination of the ten foot setback to Russell Street. He asked the Commission to approve the Variance and allow enclosure of the carports. If they do enclose the carport, LeComte has indicated to the neighbors that the northeast roofline on residential unit C (east unit) can be moved back. That is the highest shadow producing point on the building. Any part of the roofline that can be moved back will help them. Gregorio said they would like the fIve foot landscaping strip reviewed again and adapted based on written input from the neighbors. He would like Dale to .have written understandings with each neighbor so there are no misunderstandings. He would also like signage to help with noise. LEE TUNEBERG, 327 Starflower, said his property is the one with the footbridge. Looking out his back door, he can see how high the roads have been raised. He thinks they'll fInd a problem with solar. He said if the project is kept at two stories there won't be a problem for people. JODY COLENDIA, submitted a letter opposing the project. CAROL KIM, 422 Rogue Place, submitted a letter opposing the project. COLIN SWALES' e-mail was entered into the record. Dawkins announced the Planning Commission will not be reviewing Planning Action 2005-02107, 1500 Oregon Street at this meeting but it will be continued to January 24,2006 at 7:00 p.m. at the Council Chambers. ASHLAND PLANNING COMMISSION 4 REGULAR MEETING JANUARY 10, 2006 MINUTES The Commission brought up several issues: . Is it an undue burden on the residential neighborhood to allow car and truck headlights to shine in their homes? . Is this a special situation where the houses are set down, generating a canyon effect? Can this effect be considered when determining the height of the building? . Can the five foot landscape buffer be planted more heavily? Molnar said the Commission is allowed to impose conditions. . The Site Design Standards generally reflect the relationship between the proposed buildings on the adjoining street. Focus on the standards and the illustrations. In order to lower the building height, the Commissioners would have to specify a certain standard. . Is it possible to require the applicant to move the building towards the street and reducing the plaza on Russell to get the building back from the neighborhood? This would probably require an Administrative Variance to the Design Standards. There could also be a domino affect if the building is moved as the public space might be reduced. . Is it possible to move the northeast corner roofline back? Staff said there are probably some Design Standards that address off-setting upper story massing. . Can signage be required? Molnar affirmed. . What latitude does the Commission have to decrease the distance between the backs of the garages and the edge of the parking lot? . Can all the garages be removed (would also remove the garages) to make the commercial parking face the building rather than face the residential? . Can the fence height be increased to obscure the light into the residences from headlights? Rebuttal Dale said the site is unique. The parking lot was designed at the original grade and he did not raise his building pad. The neighbors cut their pads down in order to make their driveways and streets work in order to get the drainage to work on Hersey Street. Dale said he would do everything he could to address the headlight issue by working with each individual property owner and by entering into written agreements with each owner to give them the landscaping they want individually. With regard to eliminating the ten foot setback, he is willing to work with Staff to move the buildings forward if they can help him find a way to comply with all the other ordinances required such as plaza space, bike parking, etc. He is required, as one of the conditions of approval to sign in favor of the LID to pave a part of connectivity to A Street when it happens. Dale was caught off guard at a meeting and agreed to a Solar Schedule A. By complying with Solar Schedule A, that pushes the building front closer to Russell Street. If he cuts the top off and makes it a two story building, that part of the living dwelling has to come down over the tops of the decks, and then he can't comply with Solar Schedule A. Stromberg sees two alternatives. Move the building up ten feet as it stands or move the front of the building up ten feet, keep the back where it is and keep it two stories. LeComte said they will entertain the option of moving the building up ten feet toward the street if it is reasonably viable. Giordano told the Commission the way the project was submitted (with carports), it met all the criteria. The designer has done a great job. The building has a lot of articulation. They can move the covered area on the third story (northeast corner) without any problem. Dawkins asked if there is a problem creating a deeper landscape buffer. Dale said he has to meet the City's standard for back- up space radius. Molnar would not recommend allowing beyond Ashland's standards that are very minimal. Stromberg/Black m/s to continue the meeting to J 0:30 p.m. Everyone favored. Chapman believes a case can be made for moving the building ten feet closer to the street or whatever it takes to allow the building to come forward. He would agree with Dale to enter into an agreement with each property owner for their buffering requests. ASHLAND PLANNING COMMISSION REGULAR MEETING JANUARY 10, 2006 MINUTES 5 The applicants would have to investigate whether or not they could do back-in parking. They thought there might be other kinds of fencing products. COMMISSIONERS' DISCUSSION AND MOTION Overall, the Commissioners favor the applicant bringing the project forward to the street. Potentially, this is a unique situation that could be addressed through an Administrative Variance. Does the plaza out in front really serve any purpose? Pulling the project away from the neighbors is a viable solution. Generally, doing more landscaping on a property-by-property basis addresses a concern raised by the neighbors. If it is feasible to bring the building up to the street, pull everything including the garages up ten feet. Keep garages where they are, pull the building up to the street and keep it two stories. Can the applicant come back with an alternative design using some of these ideas? Stromberg/Chapman m/s to extend the meeting to 11 :00 p.m. Everyone favored. RE.OPENED THE PUBLIC HEARING Dale stated he was willing to agree to an extension of the 120 day time limit. He will work with the Planning Staff on the items noted by the Commission and come back with a more clearly defined project. PLANNING ACTION 2005.02105 REQUEST FOR A SITE REVIEW APPROVAL FOR A THREE.STORY, MIXED.USE BUILDING COMPRISED OF COMMERCIAL SPACE ON THE GROUND FLOOR AND TWO RESIDENTIAL UNITS ON THE SECOND AND THIRD FLOORS FOR THE PROPERTY LOCATED AT 145 E. MAIN STREET. THE PROPOSED BUILDING WOULD BE LOCATED 0 THE VACANT LOT SITUATED BETWEEN L1THIA WAY AND THE WILL DODGE WAY ALLEY, NORTHEAST OF THE OLD HARRISON'S AUTO PARTS BUILDING. APPLICANT: URBAN DEVELOPMENT SERVICES, LLC Site Visits and Ex Parte Contacts - Site Visits were made by all. Stromberg noted that the sidewalk in front of Mojo's seemed narrow and he wondered how it was approved. Dawkins noted the sidewalk in front of the new office building on the other side of the proposed building is only a foot or two wider. STAFF REPORT Harris noted the approval criteria. She showed a site plan. This is currently one parcel but is unusual because it is split by a public alley. The project description is contained in the Staff Report. Three issues have been raised in the Staff Report: 1. Building Height - The staircase enclosure brings the building up higher than the maximum 40 feet. 2. Pedestrian Corridor and Sidewalk Width - Staffhas recommended eight feet of sidewalk area be provided between the tree well and the face of the building. The Historic Commission looked at keeping the building the same but angling the building as the sidewalk narrows toward Mojo's. 3. Electric Utilities - This issue has been resolved. Staff is recommending a continuation unless the applicant can address these issues tonight. PUBLIC HEARING MARK KNOX, 320 East Main Street, Suite 202, said the building has been designed by SERA Architects in Portland. Knox presented a plan to address the sidewalk width. They agree they need more sidewalk width. They put together a plan that does not change the building fa9ade at all but puts it at a 90 degree angle. He believes this is a good compromise. The applicant will lose some square footage on each floor. PA2005-02105 will be continued and the public hearing left open until January 24,2006 at 7:00 p.rn. at the Ashland Civic Center. This action will be first on the agenda. ADJOURNMENT - The meeting was adjourned at 11:05 P.M. Respectfully submitted by Susan Yates, Executive Secretary ASHLAND PLANNING COMMISSION REGULAR MEETING JANUARY 10, 2006 MINUTES 6 CITY OF ASHLAND ASHLAND PLANNING COMMISSION CONTINUATION OF JANUARY 10, 2006 MEETING MINUTES JANUARY 24, 2006 CALL TO ORDER ~ The meeting was called order by Michael Dawkins, Second Vice Chair at 7:05 p.rn. at the Ashland Civic Center, 1175 E. Main Street. Commissioners Present: Michael Dawkins, 2nd Vice Chair Mike Morris Russ Chapman Olena Black Allen Douma John Stromberg Dave Dotterrer Pam Marsh (participated in 1500 Oregon St. only) Absent Members: John Fields Council Liaison: Jack Hardesty, present Staff Present: Bill Molnar, Interim Planning Director Maria Harris, Senior Planner Derek Severson, Assistant Planner Sue Yates, Executive Secretary APPROVAL OF FINDINGS Chapman/Douma m/s to approve the Findings for PA2005-01674, 11 First Street. Voice Vote: Everyone approved. Douma/Chapman m/s to approve the Findings for PA2005-0163, 1651 Ashland Street. Stromberg did not feel there was enough information in the Findings to justify the Administrative Variance. Douma withdrew his motion to give Staff an opportunity to add language that would be based on a demonstrable difficulty based on unique or unusual characteristics of the site. PLANNING ACTION 2005-02105 REQUEST FOR A SITE REVIEW APPROVAL FOR A THREE-STORY, MIXED-USE BUILDING COMPRISED OF COMMERCIAL SPACE ON THE GROUND FLOOR AND TWO RESIDENTIAL UNITS ON THE SECOND AND THIRD FLOORS FOR THE PROPERTY LOCATED AT 145 E. MAIN STREET. THE PROPOSED BUILDING WOULD BE LOCATED ON THE VACANT LOT SITUATED BETWEEN L1THIA WAY AND THE WILL DODGE WAY ALLEY, NORTHEAST OF THE OLD HARRISON'S AUTO PARTS BUILDING. APPLICANT: URBAN DEVELOPMENT SERVICES, LLC Site Visits and Ex Parte Contacts - Black had no site visit. Stromberg had an original site visit but no follow-up site visit. Chapman had a site visit. Morris and Dotterrer both watched the video and read the packets and are prepared to participate in tonight's hearing. STAFF REPORT Harris recapped the request. She reported the Historic Commission believes the design meets the Downtown Design Standards and Detail Site Review Standards. The two outstanding issues are the sidewalk improvements and height of the building. The applicant handed out materials at the last meeting that are in the packet addressing these issues. Staffs initial recommendation was to push the building back eight feet. The applicant has proposed squaring off the building. The street is angled so they can meet the street standard for a portion of the sidewalk as it nears one end of the building. The Historic Commission believes the building (all three stories) should be flush, not cantilevered with the face of the Mojo's building. Staffre-visited the site and talked to the Historic Commission members. They felt like this is a pretty big compromise and a way to get to the Street Standards and wider sidewalk. If the corner of the proposed building is jutting out, the Historic Commission was not sure that would feel right or might even be a potential hazard to a pedestrian. From a design perspective, the Historic Commission is concerned that most of the building facades in the downtown are flush. Staff supports this compromise because it does seem like a good way to transition from an old street with a narrow right-of-way with a more contemporary street that probably matches the height of buildings better in terms of the pedestrian corridor. With regard to the height of the building, Harris showed the previous cross section (dated November 10,2005). The applicant has submitted new information showing a surveyed site. She believes they have demonstrated they can meet the height requirement. She explained how the height was calculated and believes it is consistent with the definition and intent of the ordinance. Stromberg asked if squaring the building off with Mojo's will change any part of the original design or will the whole building just be rotated. Harris said the Historic Commission recommended they keep the building exactly as it was in design and rotate it. That will cut a triangle off the back. Harris said since the proposal does not meet the Street Standards the applicant will address this. Also, Harris noted there is a potential affordable housing project that is somewhat undecided in the City public parking lot. The applicant is also the potential developer of that project. The Conditions can reflect some flexibility with the sidewalk requirement so the sidewalk will match whatever is or isn't built on the parking lot site. Harris suggested an added Condition that if there are any fIre vaults that they not be located in the sidewalk. The fIre vaults are becoming more prevalent and they are problematic in terms of maintenance and safety. PUBLIC HEARING MARK KNOX, Urban Development Services, LLC, 320 E. Main Street, Suite 202, said they are in agreement with the fIre vault condition. Knox said using their Option B, they should be below the 40 foot height limit by 6.21 inches. Their building from the face is approximately 37 feet. They are pushing the envelope with a stairwell penthouse; or a roof cover for the tenants of the building to access the rooftop area, however, it won't be seen standing across the street. Knox submitted fIndings and diagram showing the building setback. The sidewalk standards ask for between six to eight feet of sidewalk. They have shown two options. They can meet an eight foot setback from the building face to the tree grate. Knox explained that moving the building back to accommodate the sidewalk will affect and probably eliminate plans for underground parking on the adjacent lot (City's lot). There are some requirements for affordable housing. It will affect the turning radius into the building for the ramp. They are proposing the plan marked 1/A2. That would give a six foot, six inch dimension from the face of the building to the back of the grate. That allows them to avoid an odd step back. By allowing the two foot, six inch step back, anyone who might need underground parking and need the extra two feet will have it. The six foot, six inch dimension would be very consistent with everything else in that area. JOHN ECKLUND, SERA Architects, said this is a model of infIll development in downtown Ashland. They have done everything possible to meet the intent of the ordinance and supporting documents. They believe the scale, massing and orientation are appropriate for the site. The building materials, proportions, scale, the relationship of windows to the exterior wall and the treatment of the alleyway (pedestrian traffic in particular) are appropriate. They have worked with the Historic Commission in four separate meetings concerning the height of the building and the variation in the fac;:ade to iron out the details and he believes they have reached a strong consensus on the design. They have taken traditional architecture and reinterpreted that within the design. There is 2200 square feet of commercial space on the ground floor, accessed primarily on Lithia Way. The entry is recessed. They are providing two separate entries to Will Dodge Way accomplished via a stairway. The building will be ADA handicap accessible. There will be two townhouse units along Will Dodge Way accessed from a stairway or elevator. The living spaces will face Lithia Way. They would like to have the rooftops utilized as outdoor terrace. There is a parapet that provides a railing. They will be under the 40 foot height. They are maintaining the historic fac;:ade line of the streetscape by locating the front wall of the new building in the same plane as the fac;:ade of adjacent buildings. They aren't pushing it back but squaring off the building. They only have preliminary survey information on the site next door (City lot). Based on the information they have and the known dimensions, the parking area below will be impacted if the sidewalk on this project is set back the full four and one-halffeet. It can affect the number of parking stalls and the ramp. The ramp would probably be located at the wider part where Lithia Way curves. Staff Comments - If the Commission decides to go with Staffs recommendations, Harris provided suggested language for Condition 2. Where it states "The sidewalk, as measured from the south edge of the tree well.. .," would instead say "The sidewalk as measured from the south edge of the tree well to the face of the building shall be six feet, six inches to eight feet in width as approved by the Staff Advisor. The sidewalk shall be permitted to be reduced if deemed necessary for development of the lot to the east. In no case shall there be less than six feet, six inches from the face of the building to the south edge of the tree wel1." There is a typographic error in Condition 23. It should read "comprehensive sign program," not "sigh." Add Condition 24 "That the fIre vault shall not be located in the pedestrian corridor, including the sidewalk and parkrow." ASHLAND PLANNING COMMISSION 2 CONTINUATION OF 1.10-06 REGULAR MEETING JANUARY 24, 2006 MINUTES Black asked about Condition 20 concerning the windows on the ground level. She thought the windows on the ground floor should not be tinted and the upper level windows should be permitted to be tinted. Black noted the applicant is showing a window on the fIrst floor on the southeast corner. The applicants agreed if there is a building that is going to be built on the adjacent property, they would agree to close up the windows and frame them in brick. They are trying to keep their options open by maintaining a nice fayade on all offIce level sides. Rebuttal - Knox said they are not asking the Planning Commission for an exception based on what happens on the adjacent parcel. They are asking to be consistent with all the other buildings along the street. The six foot, six inch dimension works in context with the other buildings. COMMISSIONERS' DISCUSSION AND MOTION Douma/Morris m/s to approve PA2005-02105 with the addition of the Conditions stated by Staff that would include modifIcation of Condition 2 and the addition of Condition 23 and 24. Stromberg said it may turn out the next door project may not turn out and it may not have an underground garage. Staffwill have to make a judgment at a certain point in time. Harris said they can adjust Condition 2 to tie it to that particular affordable housing project. She suggested something more open because the City may have an interest in preserving some flexibility with the 18 inches. Black believes it is important to increase the pedestrian friendliness along Will Dodge Way. Roll Call: The vote was unanimous. Dawkins introduced the Commission's newest member, Pam Marsh. She will be participating in the following action. PLANNING ACTION 2005-02107 REQUEST FOR AN OUTLINE PLAN APPROVAL UNDER THE PERFORMANCE STANDARDS CHAPTER, 18.88 FOR A FIVE-LOT SUBDIVISION FOR THE PROPERTY LOCATED AT 1500 OREGON STREET. AN EXCEPTION TO STREET STANDARDS IS ALSO REQUESTED TO ALLOW A FIVE-FOOT MEANDERING SIDEWALK ALONG THE OREGON STREET FRONTAGE TO PRESERVE EXISTING MATURE TREES. APPLICANT: URBAN DEVELOPMENT SERVICES, LLC Site Visits and Ex Parte Contacts - Site visits were made by Dotterrer, Douma, Stromberg, Dawkins, Marsh, and Chapman. Morris drove by the site. Black had a site visit and noted the out-of-date nature of the Comprehensive Plan and also the proximity of the site to SOu. STAFF REPORT Severson described the site and explained the proposal as outlined in the Staff Report. The applicants are proposing access to the existing house off Oregon Street. They are proposing a meandering drive to serve Lots 2 and 3. Lots 4 and 5 would be accessed off Windsor using a short bridge style driveway off Windsor. The reason to meander the drive is to preserve trees. In a couple areas within the tree root zones the applicants wish to use permeable paving to further mitigate the impact to the trees. The applicants are requesting an Exception to the Street Standards to allow them to construct a fIve foot wide, meandering sidewalk along the Oregon Street frontage in order to preserve some vegetation on the neighboring property. Stafffeels they can support the request, however, there is already a curbside sidewalk on the other side of Oregon Street along the SOU resident's hall so Stafffeels it may be just as appropriate to propose curbside sidewalk with full frontage. The Performance Standards require that natural features be preserved. The primary natural feature is the trees. There are 52 trees on the site over six inches in diameter at breast height (dbh). The most signifIcant are three giant redwoods in a grove near the center of the parcel and another grove of nice large cedars. The applicants have proposed to retain those by way of the meandering sidewalk, the layout of their lot lines, and building envelopes. They would be preserving those trees on individual lots. The majority of the other trees are proposed to be preserved as well. There is a proposal to remove ten trees. The applicants will address the steep slope off Windsor by constructing a short bridge style driveway from Windsor. This will lessen the amount of excavation and fIll and impervious area required and at the same, better engage the streetscape and better ASHLAND PLANNING COMMISSION CONTINUATION OF 1.10.06 REGULAR MEETING JANUARY 24, 2006 MINUTES 3 situate the yard areas for the adjacent parcels. Severson said they will limit the houses on Windsor Street to no more than one and one-half stories above the street grade to lessen the impact on the streetscape. Staff believes the proposal makes good use of the flexibility allowed in the Performance Standards Option. They've located their lot lines and building envelopes to mitigate the impacts of the development on the mature trees and the sloped areas and they have also worked to mitigate impact to adjacent homes. The Tree Commission has recommended approval and was favorable to the meandering drive and permeable paving. The applicant is requesting on Condition 14 that we don't require specific wording for creation of a homeowner's association. They feel they can accomplish the same thing without the added Conditions, Covenants and Restrictions (CC&R's). There will be some bioswale areas and the drive area that will be common areas. Staff would like to see some type of private pedestrian easement that would give the two Windsor lots an access to the driveway to get down to Oregon Street. Severson said the density under the Performance Standards Option is for 3.6 dwelling units per acre. A 1.2 acre parcel has a base density of 4.6 units. The applicant is proposing to do Conservation and Housing Density Bonus (eight to nine percent) and bring them up to five units. Stromberg mentioned if the applicant was interested in doing Earth Advantage, then the bonus would be worth discussing. Severson explained there is no ordinance basis for requiring it. Marsh wondered if there would be two-way access to allow the lots in the internal part of the lot to also go up to Windsor. Severson said it would be difficult given the slope and the setbacks between. PUBLIC HEARING MARK DIRIENZO, Urban Development Services, LLC, 320 E. Main Street, Suite 202, introduced the project arborist, JOHN GALBRAITH, Galbraith and Associates. DiRienzo said this is a good example of how the whole process should work with an owner that is open and codes that are flexible that allow them to end up with lots that are large in size with significant natural features that will be retained using new materials to preserve trees. He explained that under the Performance Standards Option they were just shy of five allowed lots so they chose to add the Conservation Density for an eight percent bonus, bringing them up to five homes. They are adding 16 trees to replace the ten trees that will be removed. They are agreeable to the Conditions with the exception of the pedestrian easement. This could be a privacy issue for the owners of Lots 2 and 3. A two-way pathway would be difficult. Maybe they could do an easement and restrict it to maintenance. The curbside on Oregon Street is fine, but they thought the meandering sidewalk would be more aesthetic. With regard to the CC&R's, DiRienzo explained that the State Planned Community Act uses five homes as the threshold of consideration for homeowner's associations. The association is required to fulfill a myriad of requirements so he is proposing to perhaps tie everything to deed restrictions with a set of CC&R's, but they would not need a non-profit formality. The trees would be the responsibility of each homeowner whose property houses a tree, however, the deed would be restricted to following the tree plan. DiRienzo likes the Earth Advantage program. The owner is reluctant to do the Earth Advantage program considering all the wrinkles haven't yet been ironed out of the program and she has already gone to considerable to expense to get her project this far. Galbraith said he plans to use pervious concrete that will minimally disturb the root systems of some of the mature trees. They would place eight inches of one inch crushed rock to allow air and water as a reservoir. In considering the meandering sidewalk, he asked the Commission to consider the power line currently going over the top of the existing trees (plum trees). They would replace the trees with similar trees. If they had the curbside sidewalk, they could possibly push the trees further back from the sidewalk and have larger trees that could shade the paving at certain times of the year. DiRienzo handed out brochures for pervious concrete. ASHLAND PLANNING COMMISSION CONTINUATION OF 1.10.Q6 REGULAR MEETING JANUARY 24, 2006 MINUTES 4 Staff Comments - Severson used the words "common area" because there was a driveway included in the maintenance language as well the potential use of detention areas. He was trying to use broad language. With regard to tree removal, if an owner wanted to remove a tree, he/she would have to go through Modification of a Subdivision before removing a tree because there is an adopted Tree Protection Plan whether it is recorded on the deed or not that has to be followed. Chapman noted that the easement dead ends at the dorm. A pedestrian would still have to go to Frances Lane or Indiana to get anywhere. He feels this is a privacy/maintenance issue that seems a bit onerous. A pedestrian could accomplish the same thing by walking from Windsor. Molnar agreed that the applicant has brought up some valid points. They have tried to create yard areas that complement the yard areas of adjoining properties. By putting a pathway through there, some of what was intended through the design is compromised to provide these private back yards. Dawkins sees the easement as a plus from a yard maintenance standpoint. There should be some way to access these properties with equipment. It would be difficult. to come off Windsor. Douma agreed. He would not buy a lot ifhe didn't have access. DiRienzo thought the answer could be some form of an easement but a very restrictive one perhaps limited to loading and unloading but no parking. They can look at language at Final Plan. COMMISSIONERS' DISCUSSION AND MOTION Molnar said Staff does not have a problem removing the provision for a homeowner's association as long as there is a provision set up for shared maintenance of the access facility and that the Tree Protection Plan is followed (Condition 14). Strike the words "homeowner's association" and use "CC&R's." Dotterrer/Douma mls to approve PA2005-02107 with the change to Condition 14, striking "for the homeowner's association." Black amended the motion, suggesting there be some language included in the deeds for Lots 1, 2 and 3 that Lots 4 and 5 upon request can have access for maintenance to that driveway. Dotterrer said ifhe owned Lot 3, he is not sure he would like to have that wording. Depending on what Lot 3 does, for Lot 4 to have access, they could end up with a meandering easement, forcing someone to have access. He has a problem with the privacy issue. The neighbors can have access themselves. Reeder would hesitate, based on Dolan issues, to propose that Condition. The motion died for lack of a second. Douma would favor a meandering sidewalk for aesthetic reasons. Chapman noted if the sidewalk is curbside, they would lose the plum trees and have the opportunity to plant larger trees further back and get out from underneath the power lines. The larger trees could provide more shade. Severson said the meandering sidewalk establishes a pattern allowing it to adapt to the neighborhood. He explained that Condition 21 refers to a meandering sidewalk along Oregon Street. Morris would like to have a sidewalk on both sides of the street and he would prefer a curbside sidewalk. He is concerned about the driveway apron and grade if the meandering sidewalk is approved. Severson explained if the sidewalk is meandering, street trees in the parkrow would be required. RE.OPEN THE PUBLIC HEARING DiRienzo can agree with a curbside sidewalk if it means planting larger trees. Meandering is fine if it means the fruit trees will not be impacted. The Public Hearing was closed. COMMISSIONERS' DISCUSSION AND MOTION StromberglBlack mls to amend the motion to install a curbside sidewalk (not meandering) on Oregon Street. ASHLAND PLANNING COMMISSION CONTINUATION OF 1.10-06 REGULAR MEETING JANUARY 24, 2006 MINUTES 5 H 1 Marsh opposes the amendment. She believes the Commission should be looking for an environment that makes a pedestrian feel safe. A curbside sidewalk is right next to parked cars and cars traveling on the street. She believes if we have an opportunity to create a meandering sidewalk, we should. RE-OPEN THE PUBLIC HEARING DiRienzo said the neighbor on one side has a large maple tree. On the other side they looked at their ability to save the crab apple tree. The Public Hearing was closed. COMMISSIONERS' DISCUSSION AND MOTION Roll Call (on the amendment): Black voted "yes." Douma, Chapman, Stromberg, Dawkins, Dotterrer, Morris and Marsh voted "no." The motion was defeated. Marsh is not particularly worried about maintenance or access to the back yard. She would like to see pedestrian access with a gate in the fence of the homes that are sitting at the top of the subdivision so that people can go through and cut down through town. That is what makes Ashland a unique place. Roll Call on the original motion: (Dotterrer/Douma m/s to approve PA2005-02l07 with the change to Condition 14, striking "for the homeowner's association."). Roll Call: Morris, Black, Dotterrer, Marsh, Dawkins, Stromberg, Chapman and Douma voted "yes." The motion was unanimously approved. OTHER Citizens Guide to Plannina Commission Meetinas Douma/Dotterrer m/s to approve the guide. First, Chapman asked the Commissioners to pass along any suggestions they have for Staff to revise and return to the Commissioners. Stromberg would like to have the "streaming videos" called "videos." The document in the packet is not the most current copy. The correct document will show up in next month's packet. Douma withdrew his motion because this is not the final document. Goals Molnar said that the Planning Commission workload is primarily set by the Council. However, it is helpful if the other commissions could develop goals that will complement the Council goals. The City is trying to get the other commission's input earlier so their goals can be considered as the Council adopts their goals. Molnar will be meeting with the Council on Saturday and he can bring up the goals recently submitted by the Planning Commission so the Council can consider how the goals will mesh with their goals, particularly in considering workload issues. Black suggested setting the Planning Commission goals aside until the Planning Commission retreat. Stromberg noted that the Commission has done a lot of their own work so they don't need to assume that the work of the goals necessarily is put on the Staff. Dotterrer explained at the last Council meeting the Housing Commission asked to review planning actions that have an affordable housing component. And, the Historic Commission is looking at forming a design review commission. Dotterrer thought this is something the Planning Commission should have a chance to review before they add another step to the process. Douma would like to see better communication with the Council. ADJOURNMENT - The meeting was adjourned at 10:10 p.m. Respectfully submitted by Susan Yates, Executive Secretary ASHLAND PLANNING COMMISSION CONTINUATION OF 1-10-06 REGULAR MEETING JANUARY 24, 2006 MINUTES 6 CITY OF ASHLAND Council Communication Meeting Date: Department: Approval: Liquor License Application March 7, 2006 Primary Staff contact~a Christensen City Recorder 488-5307 christeb@ashland.or.us Gino Grimaldi ~IJ- Estimated time: Consent Agenda Statement: Liquor License Application from John Hinkle dba Agave at 92 N. Main Street Background: Application for change of ownership and greater privilege for a liquor license. The City has determined that the license application review by the city is set forth in AMC Chapter 6.32 which requires that a determination be made to determine ifthe applicant complies with the city's land use, business license and restaurant registration requirements (AMC Chapter 6.32). In May 1999, the council decided it would make the above recommendation on all liquor license applications. Council Options: Approve or disapprove Liquor License application. Staff Recommendation: Endorse the application with the following: The city has determined that the location of this business complies with the city's land use requirements and that the applicant has a business license and has registered as a restaurant, if applicable. The city council recommends that the OLCC proceed with processing of this application. Potential Motions: Motion to approve Liquor License application. Attachments: None r., CITY OF ASHLAND Council Communication Confirmation of Mayoral Appointment of the Information Technology Oi rector Meeting Date: March 7, 2006 Department: Administration Contributing Departments: Approval: Primary Staff Contact: E-mail: Secondary Staff Contact: E-mail: Estimated Time: Lee Tuneberg /itf-~ tuneberl@ashland.or.us Consent Agenda Statement: The Appointment of Joseph Franell as Information Technology Director for the City of Ashland. Background: The city advertised for an Information Technology Director in July 2005. There were over 60 applicants for the advertised position. The process was delayed during the AFN discussions during late Summer and Fall but reactivated in January with Council concurrence. Four top candidates were interviewed on February 6, 2006. Joseph Franell excelled in both interview panels and individual meetings with top management. He has proven to be knowledgeable in the areas addressed in the job announcement and has spent considerable time reviewing Ashland's history with telecommunications and technology operations. He was well received by Staff during a subsequent visit, tour of the facilities and while meeting lead staff of the IT department. Related City Policies: None Council Options: Confirm or defer confirmation of appointment awaiting further information. Staff Recommendation: Confirm Appointment of the Information Technology Director. Potential Motions: Council moves to confirm appointment of an Information Director. Attachments: Memo from Mayor Memo from Administrative Services & Finance Director Information Technology Director Job Announcement r~' CITY OF ASHLAND Memo TO: FROM: DATE: RE: All Council Members John W. Morrison, Mayor March 2, 2006 Appointment of Joseph Franell as Information Technology Director Attached is a memo from City Administrative Services Director, Lee Tuneberg, recommending the appointment of Joseph Franell as Information Technology Director. I concur with his recommendation and would like to request City Council confirmation of the appointment of Joseph Franell as Information Technology Director. Attachment ADMINISTRATION 20 East Main Street Ashland, Oregon 97520 www.ashland.or.us Tel: 541-488-6002 Fax: 541-488-5311 TTY: 800-735-2900 r4.' CITY OF ASHLAND Memo DATE: March 2, 2006 TO: Honorable Mayor John Morrison Lee Tuneberg, Ad~~ative Services and Finance Director FROM: DEPT: Administrative Services Department RE: Recommendation of Appointment of Joseph Franell as Information Technology Director I am pleased to recommend the appointment of Joshph Franell, as the Information Technology Director for City of Ashland. There were over 60 applicants for the advertised position and four top candidates were interviewed on February 6,2006. Joseph Franell excelled in both interview panels and individual meetings with top management. He has proven to be knowledgeable in the areas addressed in the job announcement and has spent considerable time reviewing Ashland's history with telecommunications and technology operations. He was well received by staff during a subsequent visit and tour of the facilities and upon meeting intermediate staff of the IT department. Franell comes well recommended by managers, peers and subordinates. I believe Joseph Franell will be a great addition to the department and management staff and look forward to working with him over the coming months as we make this transition. FINANCE DEPARTMENT D. L. Tuneberg, Director 20 East Main Street Ashland, Oregon 97520 www.ashland.or.us Tel: 541-488-5300 Fax: 541-488-5311 TIY: 800-735-2900 rA' The City of Ashland, Oregon Invites Your Interest in the Position of INFORMATION TECHNOLOGY DIRECTOR Application Deadline: July 22, 2005. r~' I ~ THE COMMUNITY , Ashland is located in the picturesque Rogue Valley of Southern Oregon, 15 miles north of the California border. It is one of America's most livable small towns, surrounded by the majestic Cascade and Siski- you Mountain ranges. Ashland's population is just over 20,000 and has grown at a rate of about 1.5% per year for the last ten years. Its economic base is primarily dependent on tourism and higher educa- tion, with a small manufacturing sector based on high technology. , Widely known for the Tony-award-winning Oregon Shakespeare Festival, which attracts more than 100,000 visitors annually, Ashland is also considered a destination city due to its other attractions of recreation, shopping, and sightseeing. Although the weather is generally mild, the area enjoys a long growing season and four distinct seasons. Within an easy drive, recreational opportunities abound. The Mt. Ashland Ski Resort is owned by the City and operated by a non-profit board. Ashland features nu- merous top-quality restaurants, bed & breakfast establishments, small theaters and over 20 city parks. World-famous Lithia Park, often called "the crown jewel of Ashland" provides 93 acres of natural beauty right off the plaza at the center of downtown Ashland. With its numerous footpaths and trails border- ing Ashland creek, it is easy to get lost in the sights and forget you are in town. The Ashland real estate market is not typical of southern Oregon. With its strong ties to California real estate and its desirability as a place to live, Ashland real estate is both more expensive and more stable than other communities in the region. Owned by the City of Ashland, the Community Hospital is one of the Northwest's most respected and highly-rated small hospitals. It continues to enjoy growth in its physician community and in the variety of services offered to the Ashland community. The Ashland Public School District has four schools cen- tered in the City of Ashland. A full range of educational opportunities are offered through both Rogue Community College and Southern Oregon University. SOU is Southern Oregon's comprehensive institu- tion of higher education and Oregon's designated Center of Excellence in the Fine and Performing Arts. ~4-- THE ORGANIZATION The City of Ashland was incorporated in 1874 and operates under its own charter and applicable state laws. It provides a full range of municipal services including police and fire protection, ambulance services, parks and recreation facili- ties/activities, streets, airport, planning and building, senior programs, and general administrative services. The City also provides water, wastewater, electric and telecommunica- tions utility services. The City's 2005/2006 budget is over $88 million, and the full-time staff totals 267. Ashland has a Mayor/City Council form of government in which the Mayor is directly elected to a four-year term, and a six-member City Council whose members are elected at-large to four-year, overlapping terms. Other elected officials are the City Recorder, Mu- nicipal Judge, and the five-member Parks & Recreation Commission. Much of the city's business evolves through over 20 advisory boards and commissions that enhance public support and political stability. The Mayor, with confirmation by the City Council, appoints the City Administrator, City Attorney and all department directors. Director appointments are made after a recommendation by the City Administra- tor to the Mayor. The City of Ashland has historically been viewed in Oregon as a leader among com- munities, paving the way on issues, and taking an entrepreneurial approach in providing services to its residents. The Ashland Fiber Network (AFN) serves to provide competition in cable television as well as high-speed internet access equal to or better than most larger cities. ~ THE DEPARTMENT ,- ASHLAND FIBER NETWORK In 1997, Ashland's City Council adopted a goal to build a fiber optic ring in Ashland which would im- prove utility efficiency and also provide several key services to its residents. Thus, the Ashland Fiber Network (AFN) was born. The Ashland Fiber Network is a state-of-the art HFC telecommunications infrastructure based on fiber optic rings woven throughout the City's neighborhoods. In addition to providing residents with affordable cable television and internet access, this telecommunication infra- structure allows Ashland's small high-tech industry to remain competitive with more urban areas like Portland, Seattle, and San Francisco. With support from the City Council, we are restruc- turing the municipal organization to combine the information technology resources of the Ashland Fiber Network (AFN) Division and Computer Services under the Information Technology Department and under one department head. Technology continues to grow in Ashland with AFN's high-speed internet access and other capabilities managed and operated by eight staff members including this position. Many businesses are utilizing the internet to further augment their storefront business with world-wide e-commerce exposure. Ad- ditionally, the City has also partnered with the Ashland School District and Southern Oregon University to enable students to fully utilize technology in their educational pursuits. COMPUTER SERVICES The newly-formed Information Technology (IT) Department includes internal computer-support staff members who develop and maintain the City's multi-user computer network and provide end-user technical support. The City has approximately 150 users with a variety of hardware, software and sup- port needs. The Computer Services staff consists of 7.5 full-time technology experts that perform diagnostics, installations repair and support the City's computer equipment, research new uses for the Novell Network, and enhance or develop programs that meet end-user needs. Several City depart- ments rely heavily on new technology in the services they provide to the community; Police, Fire, Pub- lic Works/GIS/Engineering and utility billing have very specific information technology needs. The Information Technology department continually assesses the City's current and future technology requirements, as well as proactively manages bandwidth and protects the integrity of the City's net- work. The wide-range of services provided by the City to the community requires the IT department to quickly troubleshoot, research, and develop solutions, and to expertly serve internal customers. , ~ THE POSITION , Ashland is seeking a dynamic professional with strong managerial, interpersonal, and leadership skills to oversee the City's Information Technology Department (AFN and Computer Services Divisions). The new Director will report directly to the City Ad- ministrator while managing the department and ser- vices in a proactive, independent manner. It is im- portant that candidates possess experience in a competitive business environment, preferably in the cable television industry and technology sector. The ideal candidate will have experience in developing business strategies. He or she must be able to as- sess the current market position, recommend and implement changes, adapt to competitive market influences, and provide leadership that engages key community stakeholders. It is expected that the new Director will have diverse administrative skills with a proven track record in employee performance and financial and marketing management. He or she must possess a broad un- derstanding of how to operate a successful telecom- munications infrastructure. The new Director will work closely with the City Administrator, City Coun- cil, advisory bodies, and the Programming Commit- tee. She or he must be able to read, prepare, and interpret industry financial and statistical reports, and make persuasive presentations to a variety of audiences. The Information Technology Director will be a highly visible and proactive participant in the Ashland com- munity, forming business development contacts as needed to ensure the ongoing success and support of the Ashland Fiber Network. Additionally, he or she must possess a thorough understanding of the principles and practices of business management, including budgeting, forecasting, public relations, and general management. A Bachelor's degree in Information Technology, Business Administration or closely related field is required; a Master's degree is highly desirable. Must be able to demonstrate proven success in the telecommunications industry. Work experience must include a minimum 5 years in a high-level management position with a total of 10 years experience in the cable television or telecom- munications industry. COMPENSATION: The City will negotiate a competitive compensa- tion package with the candidate selected for hire. The benefit package will include excellent health, life and retirement options. APPLICATION PROCESS: If you are interested in this exciting career chal- lenge, please submit a Resume and cover letter no later than Julv 22. 2005. City of Ashland Human Resources 20 E. Main Street Ashland, OR 97520 Phone: (541) 552-2110 Fax: (541) 488-5311 The City will contact candidates who are selected to continue in the selection process. CITY OF ASHLAND r:., CITY OF ASHLAND Council Communication A Public Hearing on a Resolution Adopting a Supplemental Budget Establishing Appropriations Within the 2005-2006 Budget Meeting Date: March 7, 2006 Department: Administrative Se Contributing Departments: NA Approval: Gino Grimaldi Primary Staff Contact: Lee Tuneberg PoP' E-mail: tuneberl@ashland.or.us Secondary Staff Contact: None E-mail: Estimated Time: 10 Minutes Statement: A public hearing and resolution is needed to adjust the FY 2005-2006 Budget and keep the City in compliance with Oregon Budget Law. Background: There are three ways in which to change appropriations after the Budget is adopted. 1. A transfer of appropriations decreases an appropriation and increases another. This is the simplest budget change allowed under Oregon Budget law. This does not increase the overall budget. This is approved by a City Council resolution. 2. A supplemental budget of less than 10 percent of total appropriations within an individual fund follows a process similar to the transfer of appropriations. 3. A supplemental budget in excess of 10 percent of total appropriations requires a longer process. This process includes a notice in the paper and a public hearing. In the General Fund, it is necessary to create an appropriation recognizing a grant from the US Department of Homeland Security for the purpose of purchasing fire fighting tools and equipment. Spring of2005 the Fire department was informed by DHS that they would not be receiving grant funds in the initial funding cycle and thus did not budget for the funds in FY 2005-06. The Fire department has since been notified that they will be receiving the grant funds this fiscal year and would need a supplemental budget in order to fund any purchase with the grant monies. In the Capital Improvement fund, it is necessary to create an appropriation by loaning cash from the Wastewater and the Insurance Fund to purchase open space property for the Park Commission. Repayment of the amount plus interest calculated per the Local Government Rate Pool will be budgeted in FY 2006-07. A supplemental budget (Item #3 above) is needed to adjust the FY 2005- 2006 appropriations. This is the third supplemental budget request for FY 2005-06. Attached is a resolution for your approval. The recommended changes in the budget are explained after each request. Related City Policies: rA' IT I None Council Options: Council may accept this supplemental budget request as presented, recommend modifications as discussed or defer acceptance (takes no action) awaiting further information or clarification. Staff Recommendation: Staff recommends approval of the attached resolution. Potential Motions: Council moves to adopt the supplemental budget resolution, amending the FY 2005-06 budget. Attachments: Notice of Supplemental Budget Resolution adopting a supplemental budget establishing appropriations within the 2005-2006 budget Staff Supporting Memo by Fire Chief Keith Woodley r., rr I Notice of Supplemental Budget A proposed supplemental budget for the City of Ashland, Jackson County, State of Oregon, for the fiscal year July 1, 2005 to June 30, 2006 will be considered at the Civic Center, 1175 East Main Street, Ashland, Oregon as part of the City's regular business on March 7, 2006, at 7:00 p.m. A copy of the supplemental budget document may be inspected or obtained on or after March 3, 2006 at the Finance Department, 20 East Main, Ashland, Oregon 97520 between 8:30 a.m. and 4:30 p.m. A summary of the supplemental budget is presented below. Resources Requirements GENERAL FUND Intergovernmental Revenue Fire Department - Capital Outlay TOTAL $29,771 $29,771 $29,771 $29,771 To create an appropriation recognizing a grant from the US Department of Homeland Security for the purpose of purchasing firefighting tools and equipment. Resources Requirements CAPITAL IMPROVEMENT FUND Interfund Loan $530,000 Parks - Capital Outlay $530,000 TOTAL $530,000 $530,000 WASTEWATER FUND Working Capital Carryover $130,000 Interfund Loan $130,000 TOTAL $130,000 $130,000 INSURANCE FUND Interfund Loan $400,000 Parks - Capital Outlay $400,000 TOTAL $400,000 $400,000 To create an appropriation by loaning cash from the Wastewater and the Insurance Fund to purchase open space property for the Park Commission. Repayment will be budgeted in FY 2006-07. TOTAL ALL FUNDS $1,089,771 $1,089,771 RESOLUTION NO. 2006- A RESOLUTION ADOPTING A SUPPLEMENTAL BUDGET ESTABLISHING APPROPRIATIONS WITHIN THE 2005-2006 BUDGET Recitals: ORS 294.480 permits the governing body of a municipal corporation to make a supplemental budget for the fiscal year for which the regular budget has been prepared under one or more of the following reasons: a. An occurrence or condition which had not been ascertained at the time of the preparation of a budget for the current year which requires a change in financial planning. b. A pressing necessity which was not foreseen at the time of the preparation of the budget for the current year which requires prompt action. c. Funds were made available by another unit of federal, state or local government and the availability of such funds could not have been ascertained at the time of the preparation ofthe budget for the current year. d. Other reasons identified per the statutes. THE CITY OF ASHLAND RESOLVES AS FOLLOWS: SECTION 1. Because of the circumstances stated below, the Mayor and City Council of the City of Ashland determine that it is necessary to adopt a supplemental budget, establishing appropriations as follows: General Fund Appropriation: Fire Department - Equipment Resource: Intergovernmental Revenue $29,771 $29,771 To create an appropriation recognizing a grant from the US Department of Homeland Security for the purpose of purchasing firefighting tools and equipment. CIP Fund Appropriation: Capital Outlay - Parks Resource: Interfund Loan $530,000 $530,000 Wastewater Fund Appropriation: Interfund Loan Resource: Working Capital Carryover $130,000 $130,000 Insurance Fund Appropriation: Interfund Loan Resource: Personal Services $400,000 $400,000 G:\finance\Administration\Council Communication\Budget, transfers, supplementals\Res - Suppl Bud 2006 #3 3-7-06.doc To create an appropriation by loaning cash from the Wastewater and the Insurance Fund to purchase open space property for the Park Commission. Repayment will be budgeted in FY 2006-07. SECTION 2. This resolution takes effect upon signing by the Mayor. This resolution was read by title only in accordance with Ashland Municipal Code Section 2.04.090 duly PASSED and ADOPTED this day of March, 2006: Barbara Christensen, City Recorder SIGNED and APPROVED this _ day of March, 2006: John W. Morrison, Mayor Reviewed as to form: ~-" G:\finance\Administration\Council Communication\Budget, transfers, supplementals\Res - Suppl Bud 2006 #3 3-7-06_doc CITY OF ASHLAND Memo TO: FROM: DEPT: RE: DATE: Lee Tuneberg, Finance Director Keith E. Woodley, Fire Chief Ashland Fire & Rescue Ashland Fire & Rescue Homeland Security Grant Award September 22,2005 The fire department was recently notified that we would receive a $29,771.00 grant from the U.S. Department of Homeland Security (DHS) for the purpose of purchasing firefighting tools and equipment. Our local department match is $3,307.00, which we currently have budgeted within the FY 2005-2006 fire operations budget. At the time of preparation of our current fiscal year budget we were informed by DHS that we would not receive grant funds in the initial funding cycle. We anticipated that we would reapply for the grant for the 2006-2007 FY budget, but have now been informed that we have been granted and DHS is ready to perform an electronic transfer of these funds into a City of Ashland revenue account. As we did not anticipate receiving the grant award this fiscal year, we did not budget to expend these funds and will require a supplemental budget to use these funds to purchase the firefighting tools and equipment. This equipment includes the following: Self-Contained Breathing Apparatus face pieces, voice amplifiers and regulators. Rescue harnesses, rope bags and Kevlar search rope, carabineers Low pressure breathing air hoses, check valves and RIT packs Ashland Fire & Rescue 455 Siskiyou Blvd. Ashland, Oregon 97520 www.ashland.or.us Tel: 541-482-2nO Fax: 541-488.5318 TTY: 800-735-2900 ,., n , C I T yO F ASHLAND Council Communication Airport Master Plan Update Review Meeting Date: March 7,2006 Department: Public Works Contributing Departments: Planning Approval: Gino Grimaldi ~ Primary Staff Contact: Jim Olson, City Surveyor! Project Manager E-mail: olsonj@ashland.or.us Secondary Staff Contact: Dawn Lamb, Admin Asst E-mail: lambd@ashland.or.us Estimated Time: 10 Minutes Statement: The Federal Aviation Administration requires publicly owned municipal airports to keep a current master plan to define current, short term and long term needs of the airport. Background: The Ashland Municipal Airport last completed and adopted a master plan in 1992. The Federal Aviation Administration bases grant funding upon the capital improvement list identified within currently adopted master plan. It is recommended that airports update their existing master plan every ten years to identify future maintenance items and growth patterns. The adoption of the master plan contains a public process involving stakeholders and local residents. Adoption of the Airport Master Plan has a two step process of FAA approval followed by local Council adoption. The attached master plan draft has been reviewed by the FAA and is ready for final approval. The Oregon Department of Aviation offered for Ashland to be a part of a multi-City program for master plan updates. The project is funded by the FAA at 90% and is expected to cost the City $5,000 over a two year period. The FAA granted funds directly to the ODA for program execution. The City's contract is with the ODA. Century West Engineering was selected through an open process and contracted by the Oregon Department of Aviation to update three master plans. Century West worked with staff from the Public Works, Planning and the Airport Commission and the public to review the master plan. Two public meetings were held during the process and the Airport Commission gave vital input into the priorities of the airport's future. Sky Research hosted one public open house on September 16, 2004 which included the Airport Commission, Planning Commissioners, interested public and Century West for review of the master plan. A preferred alternative was presented at the second open house on November 2nd. Final changes were incorporated and further reviews continued in the Fall of 2005 during regularly scheduled Airport Commission meetings involving Century West and Planning Staff. Final documents are prepared to be forwarded to the FAA for approval. Related City Policies: It is recommended that Council offer input before the document is finalized by the FAA. The City Council will be asked to adopt this master plan after FAA approval. Council Options: Council is only asked to review the document prior to final FAA approval. No action is required at this time. The Master Plan will be presented for adoption after the FAA approval is received. Staff Recommendation: Staff recommends Council review the Airport Master Plan. C:\DOCUME-I\shipletd\LOCALS-I\Temp\CC Airport ALP Final Rvu I06.doc r., If I Potential Motions: Council directs staff to forward the updated Airport Master Plan to the Federal Aviation Administration for final approval. Council directs staff to forward the updated Airport Master. Plan to Century West Engineering with recommended changes prior to final submission to the FAA. Attachments: Ashland Municipal Airport Layout Plan Report Draft C:\DOCUME-I\shipletd\LOCALS-I\Temp\CC Airport ALP Final Rvu I 06.doc r~' II' I THE ATTACHMENTS FOR THIS REPORT ARE POSTED ON THE CITY'S WEBSITE ON THE PUBLIC WORKS PAGE. ADDITIONALL Y, HARD COPIES ARE AVAILABLE AT THE CITY ADMINSTRATION OFFICE. IF YOU HAVE ANY QUESTIONS, OR NEED ANY FURTHER INFORMATION, PLEASE LET ME KNOW. THANKS, DIANA THE ATTACHMENTS FOR THIS REPORT ARE POSTED ON THE CITY'S WEBSITE ON THE PUBLIC WORKS PAGE. ADDITIONALLY, HARD COPIES ARE AVAILABLE AT THE CITY ADMINSTRATION OFFICE. IF YOU HAVE ANY QUESTIONS, OR NEED ANY FURTHER INFORMATION, PLEASE LET ME KNOW. THANKS, DIANA CITY OF ASHLAND Council Communication Planning Division Operational Audit and Organizational Review Consultant Presentation Meeting Date: March 7, 2006 Department: Community Development Contributing Departments: None Approval: Gino Grimaldi, City Administrator {JJO' Primary Staff Contact: Bill Molnar, Interim Community Development Director /~. E-mail: bill@ashland.or.l1[ \:::tJV'- Estimated Time: 1 hour 15 minutes Statement: This item involves a presentation by Paul Zucker, President of Zucker Systems, of the Planning Division Operational and Organizational Review Report. The presentation represents the final task associated with the consultant's contract. The final report has been provided electronically to the Council and Planning Commission. Additionally, it is currently available at the following location on the City of Ashland website: www.ashland.oLus/audit Background: This study was initiated by the City Administrator for a review of the Planning Division of the Department of Community Development. The review was designed to include a comprehensive organizational and staffing analysis, a comprehensive processes and procedures analysis, management process analysis, and review of the City's current development services regarding customer service to both applicants and affected citizens. The RFP for the study was issued April 2005 with proposals due June 3, 2005. Zucker Systems was selected for the contract with a contract dated August 2, 2005. Zucker Systems staff spent time in Ashland from September 20th to the 22nd and November 1 st to the 3rd. Specific activities conducted for this study included the following: Customer Input . Two customer focus groups of 15 people . A mail survey to 88 applicants for development approvals or permits . Meeting with six members of the Planning Commission Policy Maker Input . Interview with the Mayor and five City Council members r., II" I Staff Input . Meeting with City Administrator . Group meetings with nine managers and staff who also completed a short anonymous questionnaire . A long employee questionnaire completed by eight staff . Individual interviews with people listed in Appendix A . Various meetings with staff to discuss issues and processes Meetings, Observations and Research . Review of the planning and permitting systems . Review of forms, handouts, policies, files, and ordinances. . Observation of staff at work . Observation of the public counters and reception areas . Tour of City offices . Observed one City Council meeting Council Action: No action required. Potential Motions: None Attachments: None r.t. , II' I CITY Of ASHLAND Council Communication AFN Options Meeting Date: March 7, 2006 Department: Administration ~ Contributing Departments: ~ Approval: Gino Grimaldi "\:) Primary Staff Contact: Gino Grimaldi E-mail: grimaldg@ashland.or.us Secondary Staff Contact: N/A Estimated Time: 60 Minutes Statement: At the City Council meeting of December 20,2005 the City Council directed staff to persue four options regarding the future of the Ashland Fiber Network (AFN). This action was taken in response to the work and recommendations of the AFN Options Committee. The four options currently being evaluated are: 1. Sale 2. Spin-Off 3. Spin-Off/JPRF 4. Open Carrier Background: Staffhas conducted research and has worked to define the various options so that the City Council can be in a position to select one of the options. The results of that work are presented in this Council Communication. In order to assist the City Council in selecting on option, option evaluation criteria (Attachment I) are presented. The City Council may wish to add or delete criteria. The evaluation criteria presented for consideration are: 1. Competitive environment 2. Financial impact to community 3. Financial impact on city organization 4. Citizen access to system 5. Public ownership of infrastructure 6. Responsiveness to community needs/concerns 7. Future financial risk! gain 8. Ability to meet current and future needs of the community 9. Ability to meet current and future needs of the city organization 10. Ability to maintain an open system for access to the internet (Multiple Internet Service Providers (ISP's)) The criteria are not in priority order and no attempt has been made to weight the importance of each criteria. rA' Related City Policies: None. Council Options: Sale The sale of AFN has been evaluated by a broker with significant experience in the purchase and sale of cable television/internet systems. It is estimated that the AFN would have a sales price of $7 to $10 million. The City Council has expressed a strong desire to maintain public ownership of the "backbone" or infrastructure of AFN in order to be in the best position to meet the future needs of the community and the city organization. Charter Communications is in a position to purchase AFN without purchasing the infrastructure due to the fact they have a system in place that can service customers in Ashland. Other potential buyers would most likely want to purchase the infrastructure. Should the City Council wish to proceed with the sale of AFN it is recommended that staffbe authorized to prepare a request for proposals (RFP) for services from either a broker or investment banker to assist the city with the sale of AFN. Selection of a broker or investment banker would take approximately two months and a sale could be completed by November, 2006. Spin-Off The Spin-Off option would involve creating a non-profit organization that would assume control of AFN. A discussion on the Spin-Off option is included in the Option Committee report (Attachment II). Staff met with Michael Donovan, Richard Barth, Kate Jackson, and Alan Oppenheimer to determine the feasibility of creating a non-profit board and to outline the relationship between the Spin-Off organization and the city as.well as other key points regarding the governance of a potential spin-off organization. The results of that work are presented in Attachment III. The group determined that the creation of a non-profit board is feasible. The Spin-Off option gives the City Council significant latitude in the creation of the non-profit. It is anticipated that many of the points presented in Attachment III would require discussion by the City Council and a non-profit board. Attachment III should be viewed as one model for proceeding with the creation of a spin-off organization. Spin-Off/JPRF The Jefferson Public Radio Foundation (JPRF) has expressed an interest in assuming responsibility for AFN in a letter dated December 20, 2005 (Attachment N). In order to gain a better understanding of the details of the potential relationship between the city and JPRF, staff has had several meetings with the staff of JPRF. Those meetings have produced a Draft Conceptual Agreement (Attachment V) outlining the potential relationship between the city and JPRF. These discussions were held with the understanding that an actual agreement between JPRF and the city would require the guidance and approval of the City Council. r~' tr I Open Carrier This option is sometimes referred to as the "Common Carrier" option. This option involves the city retaining ownership of the AFN system. Funding needed to operate AFN would come from a mix of revenue generated from ISP's, leasing the system to other providers of services such as cable television and phone services and from revenue from the community in a form to be determined. Community funding would allow AFN to provide services to the entire community at significantly reduced or no additional cost. This option is presented in Attachment VI and was prepared by David Chapman, Russ Silbiger, Cate Hartzell, and Alan Oppenheimer. Staff Recommendation: It is recommended that the City Council select one option. Within each option are many decision points. Once an option is selected, it is recommended that a Council Study session occur to begin discussing the decision points contained within the option. Potential Motions: I move that it is the intent of the City Council to implement the option and direct staff to schedule a discussion of the option at the earliest possible City Council study session. Attachments: Attachment I - Options Evaluation Criteria Attachment II - Options Committee Report Attachment III - AFN Spin-Off Concepts Attachment IV - JPRF Offer dated December 20, 2005 Attachment V - JPRF Draft Conceptual Agreement Attachment VI - Common Carrier Option r., AFN Option Evaluation Criteria 1. Competitive Environment . Sale Can only be accomplished if system is not sold to Charter Communications . Spin Off Yes . Spin OfflJPRF Yes . Open Carrier Yes 2. Financial impact to community . Sale Could result in an increase in rates resulting in increased cost to the consumer $8 to $5 million in debt would remain . Spin Off Absent profit motive, it is anticipated that rates would remain below current market rates $8 to $15.5 million in net debt would remain but could decrease in future years depending on the financial success of the new entity . Spin OfflJPRF Would depend on the business philosophy of JPRF Approximately $10 million in net debt would remain (based on JPRF letter of interest of December 20, 2005) but could decrease in future years depending on future uses of the system by JPRF n I . Open Carrier Absent profit motive, it is anticipated that rates could be below current market rates for internet services Amount of debt that would remain has not been determined at this time 3. Financial impact on city organization . Sale Loss of $400,000 in central service fees that cannot be offset with reductions in expenditures . Spin Off Loss of $400,000 in central service fees that cannot be offset with reductions in expenditures Revenue of rental of space to spin off organization to be negotiated . Spin Off/JPRF Loss of $400,000 in central service fees that cannot be offset with reductions in expenditures Revenue of rental of space to spin off organization to be negotiated . Open Carrier Loss of $400,000 in central service fees that cannot be offset with reductions in expenditures 4. Citizen access to system . Sale Determined by franchise agreement with city . Spin Off Determined by franchise agreement with city . Spin Off/JPRF Determined by franchise agreement with city U. I . Open Carrier Access to "over the air" television signals would be free and dependent on access to the network and, in some situations, ability to make connection from the street to the home. Access to the internet would be at a reduced cost. Ability to take advantage of reduced cost would be limited by access to the network and ability to make connection from the street to the home. 5. Public ownership of infrastructure . Sale May not be feasible or could have an impact on sale price . Spin Off Yes . Spin Off /JPRF Yes . Open Carrier Yes 6. Responsiveness to community needs/concerns . Sale Market Driven . Spin Off Would need to be market driven but less so in comparison to sale due to non profit approach. Board structure and appointment process could have an impact on responsiveness to community concerns . Spin Off/JPRF Would depend on the business philosophy of JPRF . Open Carrier Yes - assuming the open carrier is managed by the city of Ashland 7. Future financial risk! gain . Sale None . Spin Off Future risk exists if AFN is returned to the city if the spin off organization fails. Future gain exists if agreement with the spin off allows for revenue to the city to increase based on the financial success of the spin off . Spin Off/1PRF Future risk exists if AFN is returned to the city if lPRF fails. Future gain exists if agreement with the spin off allows for revenue to the city to increase based on increased use of the system by lPRF . Open Carrier Represents the highest risk and gain of all options due to the need to make future investments and the financial success or failure of those investments 8. Ability to meet current and future needs of the community . Sale Market Driven . Spin Off Would be dependent on the financial ability of the spin off organization to make investments in the system . Spin Off/1PRF Would be dependent of the financial ability of lPRF to make investments in the system and the business philosophy of lPRF . Open Carrier Would be dependent on the financial ability to make investments in the system 9. Ability to meet current and future needs of the city organization . Sale Current needs can be identified and met through negotiations with purchaser of the system. Future needs are difficult to predict and would be subject to future negotiations. The city would be in a better position to meet future needs if infrastructure remains in city ownership . Spin Off Current needs can be identified and met through negotiations with spin off organization. Future needs are difficult to predict and would be subject to future negotiations. The city would be in a good position to meet future needs because the infrastructure remains in city ownership . Spin Off/JPRF Current needs can be identified and met through negotiations with spin off organization. Future needs are difficult to predict and would be subject to future negotiations. The city would be in a good position to meet future needs because the infrastructure remains in city ownership . Open Carrier The city would be in a good position to meet future needs because the infrastructure and management of the system remains in city ownership. 10. Ability to maintain an open system for access to the internet (Multiple Internet Service Provider's (ISP's)) . Sale No . Spin Off Yes - if made a requirement of the spin off organization . Spin Off/JPRF JPRF has indicated they would continue to allow current ISP's to operate on the system . Open Carrier Yes AFN Options Committee Report A~c~ Jr MEMO RE: Ashland City Council AFN Options Committee November 17, 2005 Initial Report TO: FROM: DATE: The purpose of this report is to describe the activities of the AFN Options Committee (the "Committee") since its formation, and to present what it believes are the city's best options with regard to AFN. The Committee has met in formal session 11 times since its initial meeting on August 2,2005. During these meetings, the Committee received significant public input. Moreover, the Committee had discussions with other parties about the future of AFN. These parties included: 1) several of the local ISPs; 2) Hunter Communications; 3) the Programming Committee; 4) AFN's former Director; and 5) the Director of the Spanish Fork, Utah system. In addition to these public meetings, the Committee conducted extensive due diligence with both City administrators and AFN staff. The members of the Committee collectively spent several hundred hours not only in discussions with these individuals, but in reviewing relevant financial, market and other information on AFN, its competitors and comparable municipal systems in other regions of the country. The Committee also reviewed valuation data for certain publicly- held companies engaging in the provision of CATV and Internet services and applied such information to derive a theoretical valuation for AFN. Committee members also interviewed current and former directors of Ashland Community Hospital, the director of OSF and members of the Mt. Ashland Board regarding these public- private partnerships, their establishment, business models, legal relationship to the City and mission of service to the community. The purpose of these interviews was to better understand how community experience with these models might apply to a spin-off and how such a business can fare in a competitive market. During this process, the Committee kept in mind the context of AFN's current situation, including the original rationale for its creation. Key reasons given at the time for AFN were: 1) the need to quicken the pace of the introduction of broadband services to Ashland; 2) the use of the system to attract new employers to the community; 3) the retention oflocal control over content; 4) the avoidance of a communications final mile defacto corporate monopoly; and 5) the benefits of competition to the community at large. However, not only did the original, construction cost run significantly over budget, but Charter became an unexpectedly fierce competitor, adversely impacting AFN's subsequent financial performance. Additionally, major employers, projected to be an important source of revenues for AFN, are currently not an important source of AFN revenues, with little prospect of improvement in sight. CURRENT SITUATION Community The City of Ashland now finds itselfwith a citizenry that is extremely divided and increasingly vocal over the future of AFN. Ballot measures forcing divestiture have been threatened and the City finds its alternatives narrowing with regard to funding AFN's annual cash deficits due to citizen protests. Indeed, other municipalities where such systems enjoy broad community support have significantly outperformed AFN. Industry Layered on top of these community dynamics are certain industry dynamics which are perhaps more pronounced today versus the time of AFN's conception. These industry dynamics include: · Rapid technological change; · High degree of capital intensity; · Deep-pocketed competitors; . Intense and growing near-term competition from alternative providers (e.g. satellite, wireless, bundled telecom); and . Uncertain longer-term competitive environment, since it is unclear whether satellite and/or RF distribution technology will be able to provide all future video requirements, and if not, this could create significant potential future value for AFN's hardwired bandwidth. AFN AFN's historical financial performance has been disappointing but understandable given the tenacious competition it has encountered from Charter as well as from other providers. The result of this competition has been a stalemate somewhat analogous to the situation encountered on the Western front in W orId War I: prolonged "trench warfare" with neither side able to gain significant additional ground (i.e., market share). Our understanding of AFN's situation includes the following points: . AFN is currently performing near breakeven on an operating basis; however, operating expenses are significantly burdened by the amount of the City's annual Central Services Fee; . If AFN were sold, most of the annual $500,000 Central Services Fee it pays would remain as current staff are shifted to other responsibilities; . AFN is significantly cash negative after debt service, with such payments scheduled to mcrease; II' I OPTIONS . The City's ability to subsidize AFN is certain to be controversial and, therefore, difficult, due to increasing opposition by some of Ashland's citizenry; AFN does not currently offer either clearly differentiated products or programming; AFN will require additional capital to become competitive in programming, products and customer service; AFN as it currently operates appears to have limited ability to capture additional market share even if it were to offer differentiated and competitive products and services; AFN is under constant rate pressure from Charter, thereby limiting its ability to increase rates in order to earn a margin more consistent with those earned in other parts of the country; AFN's past actions to improve profitability in response to the Navigant study failed to produce the desired results; AFN's decision-making process is particularly cumbersome and inefficient when compared to that of private enterprise; AFN is competitively disadvantaged because all deliberations are made in full public view; and AFN currently does not have service available to 10% of the Ashland market. . . . . . . . . As a result of the findings noted above, the Committee has reviewed a number of options. Unfortunately, there is no perfect alternative, as each option has plusses and minuses that will be either accepted or rejected by opposing factions within the community. The following list shows the major options currently considered to be plausible by the Committee. In addition to these options, the Committee explored a myriad of sub-options. Major options considered were: · Sale of AFN; · Spin-off of AFN to another non-profit entity ("Spin-Off'); . Continued City ownership of AFN with an enhancement of products and programming ("Maintain and Enhance"); · Convert AFN to a Common Carrier . Purchase of Charter's Ashland subscriber base ("Purchase"); · Status Quo; and · Immediate Shutdown. In an effort to winnow this list to the best possible options, the list was further broken down according to financial impact and likely business risk. This simple illustration is shown in Appendix A. It is the opinion of the Committee that the Status Quo, Immediate Shutdown, and Purchase options are either financially untenable, entail significant controversy or both. It is also the opinion of the Committee that significant controversy will lead to substantial delay which will cause a substantial decrease in AFN's value. Moreover, although the Committee was intrigued by the Common Carrier alternative, we concluded that this option is not germane to the fundamental organizational and debt service issues and possesses so many unknowns that we did Ir I not adequately analyze this option to make a recommendation. Instead, this option should be explored further under either the Maintain and Enhance, or Spin-Off options, should either of those two options be chosen. While we would be pleased to discuss the four rejected options in more detail, the Committee has decided to focus on the remaining three options: 1) Continued city ownership of AFN with a new director and enhancement of products and services ("Maintain and Enhance"); 2) Spin-off of AFN to a non-profit entity ("Spin-Off'); and 3) Sale of AFN. Each of these options will be discussed in turn. One possible way to evaluate each of the three remaining options is to consider the following questions: 1. The Committee believes that the key question for the Council to decide is whether the future savings, local content control and local service are worth leaving taxpayer funds at risk, and perhaps more likely, adding new taxpayer funds to this burden; 2. Using the three-pronged course of action recommended on pages 10 and 11 of this document, the Council should consider these actions in light of the expected sale price, the amount of debt reduction and the risks of continuing or terminating AFN; and 3. Should the Council decide to continue funding AFN with taxpayer monies, then it is the strong recommendation of this Committee that the Spin-Off option be exercised. Maintain and Enhance Option The primary change under the Maintain and Enhance Option would be the hiring of a seasoned executive with CATV and Internet experience. However, even were the salary offered to be increased to attract such person, the Committee believes that the Maintain and Enhance Option is the least attractive alternative of the three options selected for further review and should not be pursued. The primary reasons for this opinion are as follows: . The new AFN director will become part of a management structure geared towards stewardship and maintenance, rather than competition and cost control; . The new AFN director will likely require significantly more autonomy and less oversight in matters of programming, staffing, and rate setting than has been acceptable to the City Council; . As a public official, the new director may be constrained in his/her role of speaking as an advocate of AFN's community mission; . AFN faces significant organizational development and communication issues, such as different, unresolved opinions between council, staff, and the programming committee as to what policy and strategies can be decided and executed, by whom, and how. These issues are systemic, not easily changeable and to some degree, reflect Ashland's culture. . AFN will remain subject to public meetings laws, public procurement and public process in general, severely constraining its ability to compete and continuing the inefficiency of the public decision process; . AFN, by its nature, will continue to consume a disproportionately large amount of attention from the City Counsel and Staff relative to its size and budget; n I . AFN, as a City entity, may be precluded from entering profitable business partnerships that could enhance revenues without putting such initiatives out to bid; Debate about AFN's existence will likely remain a highly controversial issue for years to come, further adversely impacting public perceptions about AFN's fortunes and limiting its potential; Despite the new director, the City may not be able to operate the business any better than in the past, despite potential new revenue sources; Charter will continue to be a tenacious competitor, putting a ceiling on the amounts able to be charged by AFN. Furthermore, given the tremendous amount of industry consolidation, Charter and/or its CATV operations may also be sold to an even more formidable competitor; AFN will require additional funds to provide competitive products and services like HDTV and DVR, but still may not be able to capture any additional market share; The recommendations of the Navigant study failed to produce any significant increase in revenues: there can be no assurance that future efforts to increase revenues will be successful either; The City will still be burdened with its $15.5 million debt obligation, will likely have to continue subsidizing AFN ifrates can not be raised sufficiently, and will have to spend additional funds to upgrade the system periodically. . . . . . . In contrast, the Committee found very few benefits to pursuing this option: . Because continued competition with Charter and others is assured, AFN as well as Charter subscribers will likely get a break in the rates they pay versus others in the Rogue Valley; · Local content and service control continues; and . The community will retain an asset for future applications. As a consequence of these findings, the Options Committee strongly recommends against pursuit of the Maintain and Enhance Option as it is likely to result in continuedfinancial shortfalls, continued requirements for City subsidies, limited, if any, progress in capturing additional market share, and a further decrease in the value of the asset. Moreover, and perhaps of equal importance is the likelihood of continued community divisiveness over AFN. Spin-Off In contrast to the likely outcome of the City retaining ownership of AFN and seeking to improve its products and services, the Spin-Off option provides the community with a higher, but not necessarily quantifiable, probability of success. Not only would the community retain local control over content, but the problems associated with being a public entity subject to public meeting law requirements and financial disclosures would be eliminated. As a result, the Committee believes that this option, unlike the Maintain and Enhance Option, should be seriously considered by the City Council. II" r The pursuit of the Spin-Off Option would require that the City create a non-profit entity for providing telecommunications services for the Ashland community as a public service. This new non-profit entity would have the city as its sole member, similar to the Community Hospital, with a Board of Directors initially appointed by the Mayor and approved by the City Council. The Board, in turn, would hire an experienced executive capable of articulating a vision and building support within the community while formulating and executing a successful business plan in Ashland's competitive environment. The Board and the CEO will be charged with leveraging the unique strategic marketing advantages of this non-profit entity, with decisions regarding programming and services remaining under local control guided by a public service motivation, not shareholder profit. The new non-profit entity will provide an annual report to the Mayor and City Council outlining its performance in achieving its mission and the outlook for years to come. Unlike the Maintain and Enhance Option, the new non-profit entity could conceivably assume part of the City's $15.5 million obligation based on our estimates of the potential cost reductions it could implement once it was spun-off and still be marginally economically viable. According to Staff, approximately $6.5 million of the total borrowed resulted from subsidies by the City to cover AFN's initial operating losses plus an initial debt payment. Under this scenario, the City would contribute the remaining $9 million in capital assets and construction costs to the new non-profit entity, as well as an estimated $725,000 in cash in the form of a loan to the new non- profit entity for its initial working capital. The City, however, would still be liable for the annual debt service on $9.0 million and on the entire $15.5 million should the new non-profit entity default on its payments. It is the Committee's opinion that forcing the new entity to immediately assume a debt service obligation would place it under financial stress at a time when it should be focusing on revitalizing its business. The Committee recommends that an assessment be made regarding scheduling of any debt service costs. The potential for assumption of any further additional debt should be addressed in the conditions attached to the formation of the non-profit entity. In evaluating the Spin-Off option, the City gains numerous benefits, some of which have been previously addressed. These benefits include: . Separation from the City should provide more focus, passion and specific expertise; . AFN will be able to operate without either competitive scrutiny or the constant second guessing of certain factions of the citizenry; . The new CEO will not be saddled with the cumbersome decision process necessitated by City ownership; . The new CEO will be able to become an effective advocate of AFN's community mission without worrying about potential conflicts of being a public official; . The new CEO and Board may decide that, upon further analysis, pursuing the Common Carrier Option makes more sense than enhancing products and programming and pursue this change in strategy; and . As part of the franchise agreement, the City could require the non-profit entity to offer community-specific products and services. n I Key negative conclusions include: . The Committee believes that the success of this venture would be inextricably linked to the success the new CEO has in marshalling community support that will, in turn, lead to an appreciable increase in market share; There is no guarantee that the new non-profit entity would be able to be more successful in either gaining additional subscribers or increasing its margins than the City has been, given the fierce competition of Charter as well as AFN's negative public relations history; The Committee's projections suggest the new non-profit entity would operate on the slimmest of profit margins, with little margin for error; If the non-profit entity is unsuccessful, the City could be forced to repossess the business with the value of the business damaged even further; If the new non-profit entity chooses to compete with local ISPs by offering Internet services, indications are that at least one of the seven local ISPs, employing three individuals, may no longer be viable; and The City would remain ultimately liable with respect to the entire amount of the $15.5 million bond obligation. . . . . . Consequently, while the Spin-Off Option is superior to the Maintain and Enhance Option given the removal of some of the current impediments to effective decision making, it is not without risks. Charter will still remain a tough competitor and AFN will still likely require frequent additional capital expenditures to stay competitive. Key to the success of this new non-profit entity, as noted above, will be the ability of the new CEO to enlist community support and thereby attract both incremental market share and market rates. However, given the past community division over AFN, it is far from clear whether the level of community support needed to ensure the long-term success of this non-profit entity can be achieved. Sale of AFN Community considerations notwithstanding, sale of AFN to either Charter or some other party, would result in the most predictable financial outcome for the City overall, even if the result of such a sale would be an increase in every Ashland citizen's current cable rates to market levels and the possibility of reduced competition in the provision of CATV services to Ashland. To that end, discussions have been initiated on a preliminary basis between Staff and three potential financially qualified buyers in an attempt to ascertain the interest of each party. While we currently do not know whether any or all of these parties would be interested in acquiring AFN, and if so, at what price, we are nonetheless attempting to create a competitive situation among these three most likely buyers. The intended result will be to produce one or more purchase proposals at market or better. On the other hand, there is the possibility that none of these three parties will either have any interest in purchasing AFN or interest at an acceptable price and on acceptable terms. Either way, the Council will have a much better view of its options following receipt of this preliminary feedback. As part of its assignment, the Committee discussed the theoretical valuation of AFN using data from publicly-held comparables. This analysis suggests that AFN could theoretically be worth as much as approximately $10 million, using the per-subscriber enterprise valuation of Charter. Utilizing the per subscriber valuations of certain cash flow negative comparable public companies produces a theoretical value of about $5 million. The valuation will vary significantly depending on a number of factors, including but not limited to: 1) who the buyer is; 2) whether the sale includes both subscribers and assets; and 3) whether only subscribers are sold and all physical assets (including head-end and hybrid fiber coax network) remain with the City. If a sale is to be pursued, these factors will need to be quantified as part of the sale negotiations. Moreover, other variations are also possible. One important element in the determination of value is the fact that the vast majority of cable modem users do not have a billing relationship with the City but are actually customers ofthe ISPs. It is unclear how many of those customers could be counted in a subscriber sale nor how much of the whole- sale revenue stream would remain once AFN is not a community-owned asset. Thus, the key reasons for pursuing the sale are as follows: · A competitive selling process, as opposed to a forced sale, maximizes value thereby reducing the debt as much as possible; · The City can still pursue other alternatives if the sale is unable to be consummated at an acceptable price; · Uncertainty as to AFN's future is eliminated if a sale is consummated; · The time and financial drain on City, the Council, Staff and the community will be eliminated once and for all if the asset is sold; · A franchise agreement could be written to protect community interests. · The buyer may have the financial resources to pursue the introduction of new services in a more timely fashion than the city. Key risks associated with the sale of AFN include: · Risk of rapid deterioration of customer base (and valuation) if sale process is drawn out; · Possible negative impact on employee morale; · The City will likely be unable to recover some or most of the debt if AFN is sold; · There is the possibility that the City will not generate either any interest in AFN or interest at an unacceptable price, further tarnishing its ultimate marketability and forcing it to pursue the Spin-Off option; and · The buyer may gain sufficient control over Ashland's market to reduce competition significantly and may increase rates, decrease services, exert control over content, and delay introduction of new services. The present and near-term markets for television and Internet services are sufficiently competitive (see Appendix C) that, if this were a static situation, further risk to taxpayer dollars should be eliminated, recovering as much of the debt as possible. However, future technology and business changes may eliminate the present competitive market, leading to a monopoly which, once again, would need taxpayer dollars to provide reasonable rates, content, and service. tr I KEY RECOMMENDATIONS The Committee strongly recommends that the City Council pursue the following courses of action. In particular, the Committee believes the City Council should direct the staff to present the City Council with its legal and financial findings with regard to the following options no later than January 15, 2006, so that a decision to pursue one of the following courses of action can be followed with due haste. 1. Pursue on an expedited basis the sale of AFN to one of the three entities with which Staff is currently holding discussions. The objective of these discussions should be to elicit a non-binding letter of intent. Bidders should include the following in their indication of interest: a) proposed purchase price range; b) required due diligence necessary to firm up their bid; c) estimated time range to complete such due diligence; d) any contingencies that might affect their proposal. Staff should contact each bidder to ask that these non-binding indications of interest be received no later than December 15,2005. Staff should provide each bidder with any basic information necessary for such bidder to submit its indication of interest. Once these indications are received, Staff and the Committee can clarify and evaluate the letters and make appropriate recommendations to City Council; 2. Contact three or more qualified investment banking firms specializing in the sale of CATV/Internet systems similar in size and scope to AFN. The purpose of this exercise is to: a) solicit input on the salability of AFN to third parties and, perhaps more importantly, the likely proceeds to be received; b) to understand the length of time required to complete such a process if undertaken; c) to understand the costs involved in completing such a process; and d) to exert additional pressure on the three parties above to consummate the transaction; and 3. At the same time the Council pursues the two recommendations above the City should simultaneously pursue the Spin-Off option, initially by having counsel analyze various options, and ultimately by putting in place all necessary measures so that, should AFN not be sold, the City Council is in a position to move quickly to pursue this option with a minimum of delay, but in no event later than January 15, 2006. AFN Spin-Off Concepts Terms between City and Spin-Off 1) Duties a) Spin-Off to use best efforts to ensure provision of state of the a telecommunication services within the City of Ashland; such se without limitation: i) Data ii) Video iii) Voice b) State of the art to include all telecommunication services, in both type and performance, common to the San Francisco Bay Area and Portland Metro Area excepting those whose value depends upon broad geographic coverage, e.g. cell phone service. c) Spin-Off is neither encouraged nor discouraged to provide services outside of the City Limits; it is expressly permitted to do so d) Should Spin-Off determine that it is in its best interests to provide services whose value depends upon broad geographic coverage, whether directly or by remarketing agreements, it is expressly permitted to do so e) To the extent feasible, as determined by Spin-Off, services shall be provided through competitive arrangements; this means that Spin-Off shall seek to limit its activities to the ownership and maintenance of the distribution network and ancillary activities and shall encourage multiple service providers to use that distribution network to provide services f) Spin-Off responsible for all customer interactions, including i) installation and billing ii) deciding whether to maintain or terminate current customer and vendor relationships including current ISP and cable TV contracts 2) Capital Assets a) Current capital assets include distribution network, head end, and set top boxes; all assets not specifically listed are excluded meaning City continues to own and manage them unless other specific agreements are made b) Ownership of current assets retained by City c) Additions and replacements owned by Spin-Off; this includes, without limitation, any wireless or fiber to the home additions d) Spin-Off responsible for maintenance of all capital assets e) Any residual value of replaced equipment credited to City f) Any assets currently owned by the City plus any capital assets within City Limits, whether current, additions, or replacements, revert to City upon termination g) Any assets added by Spin-Off outside City Limits remain the property of Spin-Off upon termination h) Spin-Off may move the head end at its option and cost at any time; if moved outside City Limits then what happens on termination? ~ ~:cu:- i) Spin-Off to make services available throughout the City Limits within the limitations imposed in paragraph "Operating Funds" and consistent with stated customer need and sound business practices 3) Debt a) All current debt obligations remain with the City 4) Operating Fupds a) Spin-Off must use excess of revenue collected within City Limits over expenses incurred within City Limits to (in order) i) Ensure operating reserve requirements are met ii) Pay 50% of such excess to City in recognition of use of City's capital assets iii) Build capital improvement reserve (amount determined by Board) iv) Provide for employee incentive payments (1) CEO bonus (2) Other employee bonuses b) Once the aforementioned uses of excess revenue over expenses within the City Limits have been met Spin-Off shall either i) Reduce service rates, or ii) Return the excess to the City by cash payment c) City to provide initial operating reserve and capital improvement cash d) Spin-Off to provide all reasonable insurance, including, but not limited to, director's liability insurance 5) Board a) Initial board size to be a minimum of 5 members b) Initial membership appointed by mayor with consent of council c) Upon expiration of term board appoints new members with consent of mayor and Council d) Board may increase its size, at its discretion, to any odd number e) 3 year terms f) Staggered terms, as nearly as practical 1/3 of membership expires each year g) Responsible for articles of incorporation and bylaws; no changes to them may conflict with these terms without consent of mayor and council h) Board hires / fires CEO 6) CEO a) Hires / fires all other employees b) Has all other powers of corporation not expressly reserved to Board 7) Transferability a) Spin-Off may not transfer or assign the capital assets or duties contemplated by this agreement without written consent from the City 8) Audit a) Spin-Off shall maintain records of capital and operating revenues and expenses sufficient to establish faithful execution of this agreement b) Once per year Spin-Off shall make available to City a summary financial report establishing its compliance with this agreement c) City may, at its own expense, hire a neutral3fd party auditor to examine the detailed private records of Spin-Off to verify the yearly summary financial report 9) Termination a) City has right but not obligation to terminate agreement when any of the following conditions are met i) Material breach of contract by Spin-Off ii) Spin-Off insolvency iii) Operating reserves fall below xx% of expenses; how much? iv) City and Spin-Off jointly agree to terminate agreement v) 20 years from inception unless extension agreed upon by City and Spin-Off 10) Other a) Space for head end, office, and sat. dishes leased by spin off at rates set by market for similar space in Ashland b) AFN name belongs to Spin-Off c) Spin-Off to make offer or not for rolling stock within 6 months of incorporation d) City to pay standard rates, as set by Spin-Off, for services provided to City _Foundation, Inc. 1250 Siskiyou Blvd. . Asbland, OR 97520 . 541.552.6301 DeCember'~O, 2005 ): Mr. Gino Grimaldi, City Adrl1inistrator . City of Ashland Ashland OR , j Dear Gino~ , , I.' , , I , 'The JPR FoUndation wis4es to express to the City, in response to the City' s invitation at the Council's November 29 Study Session, its interest in assuming responsibility for th,e Ashland Fiber Network. , As you are aware the Foundation has, through its JEFFNET subsidiary, been involved as a partner in AFN's operation since the network's inception. We step forward at this point because we,believe the FiberNetwork is an important ,civic n(SOurce ana because we believe 0UI' , experience in the not-for-profit commu,nications wdrld would enable us to \)pth effectively operate AFNand to do so iIi a fiscally responsible nianner. Our goals, therefore, are to assure that:: . OwnerShip and control over AFN remains with a not-for-profitentjty . Ownership and control over AFN remains locally vested, . the relationship of the participating local ISPs with AFN continues . The City achieves a reliable and secure fmancial posture with respect to AFN. We wish to acknowledge, and express our appreciation for, the support we have received over the past several weeks from City staff who have been prompt and generous in providing us information necessary for us to understand of AFN's current operations in order that we could evaluate our own capabilities for assuming responsibility for AFN. That said, neither the City nor we have had ~ufficient time in which it is possible for us to formulate a fully detailed proposal. Assum;ng the City wishes to continue this discussion with us, with the goal of 'developing a draft agreement,-we would mutually work to further define those areas which require additional information/consultation in order that a fully specific proposal can be crathed. With respect to major elements of this expression of intent, however, we advance the following basic components. The JPRFoundation would: . Assume full responsibility for the system's operation as of a mutually agreed upon date . Annually return to the City a sum, currently estimated to exceed the $326,000 figure postulated in the AFN Options Committee's "spin off' pro forma. This sum would be "Fostenns;; the intellectuall5- creative spint.l1 'Mr. Gino Grimaldi , City of Ashland December 20, 2005 Page 2 payable for the period of the Ci~'s bonded indebtedness for the AFN system (which we understand to 'be twenty years) and would constitute our payment for the exclusive rights, ownerships and other consideration transferred by the City to! the Foundation, " . Operate the Internet portion of AFN under the current "open access" model thereby . enabling the existing ISPs on the system to continue their o~rations i wowd note that this Letter of Intent is crafted for the purpose of expressing our intentions based upon our current undetstanding of AFN's operations. Our subsequent execution ofa specific . agreement with the City would be subject to approval by the JPR Foundation Board of Directors. JPR Foundation (JPRF) - City of Ashland (City) Draft Conceptual Agreement 1. JPRF would lease the use of the Ashland Fiber Network for a period of 20 years for the purpose of providing cable television and internet services. JPRF and the city recognize the need for a long term lease that could not be terminated by either party during the term of the lease. 2. An initial base lease amount would be negotiated. A mechanism for increasing the base should JPRF expand the use of the system to provide new services would be negotiated. 3. JPRF would lease from the city physical space needed for the head end equipment, satellite equipment and office space that may be needed by JPRF staff. 4. JPRF would purchase the head end equipment, satellite equipment, and set top boxes. City would be willing to sell AFN vehicles. The City would be willing to allow the purchase of the equipment to take place over several years. 5. JPRF would have the right to use the Ashland Fiber Network name and logo during the term of the lease agreement. 6. JPRF be responsible for the maintenance and system upgrades of the network. Performance criteria for the maintenance and upgrades of the network would be established and reviewed every 5 years. The goal would be to maintain state of the art telecommunication services in the city of Ashland for services including, but not limited to data, video and voice 7. JPRF would be responsible for expansion of the network. Decisions regarding the expansion ofthe network would be made exclusively by JPRF. JPRF would not be encouraged or discouraged from providing services outside of the city limits; it would be expressly permitted to do so. 8. Assets purchased and installed by JPRF that cannot be removed without compromising the functionality of the network, would become assets of the city 9. JPRF would be responsible for providing appropriate infrastructure to provide cable and internet services to new homes and businesses within the city of Ashland. 10. JPRF would be required to obtain a franchise agreement with the city of Ashland. 11. The city of Ashland would be allowed to use the network for activities related to the operations of the city of Ashland. The city would pay for the use of network. Current uses ofthe system would be allowed by JPRF. The city anticipates but cannot identify future uses of the network. Future uses of the system would be allowed by JPRF provided that the city use does not have a negative impact on services being provided by JPRF and subject to successful negotiation of a contract for services between JPRF and the city. 12. JPRF would be responsible for all billing and accounting regarding the operation of the network. The city would be willing to sell billing and accounting services to JPRF during a limited transition period. 13. JPRF would continue to provide service to existing ISP's and would not be required to provide service to additional ISP's. Open Carrier (formerly Common Carrier) Executive summary Given that the AFN Internet service currently makes the city money while providing an increasingly essential service, retaining Internet service is critical. As it is currently designed, AFN Cable TV service loses money and thus is less of a priority at this time. The Open Carrier model is designed to provide Internet service and base-level (local only) television service to all residents in town. The model is designed for partners and/or third parties to provide expanded TV options. Since the AFN infrastructure would remain under City management, other services, in addition to expanded TV service can be provided by third-parties on the Open Carrier. ISPs will continue to provide email, security, technical support, and other services over the network. The range of options under the Open Carrier model allows the City to pay some portion, possibly all, of the AFN debt. In this alternative, everyone pays something towards the system, and everyone gets base-level Internet access and base-level TV from the system. A low-income exception is provided. Key Concept A viable option would be for the city to maintain internet connections to our residents and businesses as an open system where we would encourage other services to share our network. Since the city would not control content and would welcome access to other businesses providing competing services, we have taken the terms" Common Carrier" and "Open System" to create this "Open Carrier ModeL" Under the Open Carrier, current AFN customers will be able to keep their current service with their ISP. Without the burden of TV, current customers may even pay less overall than without the plan. The design and implementation of AFN presumed that broadband fiber would not only provide Internet and cable television service (two distinctly different businesses), but that it would serve as a delivery mechanism for services that had not yet been invented. While there is uncertainty in both businesses, there is a growing body of literature that confirms future demand for highspeed fiber. We do not know the future form of Internet delivery, but we do know that it is becoming evermore critical to our day-to-day lives and that the number of people accessing it is growing. The demand for bandwidth is growing and the cost is dropping. Like electricity, there will be new appliances built to utilize this service once it reliably reaches everyone at a reasonable cost. However, the cable television business is in turmoil. Service and programming costs are rising faster than the cost of living. The money and expertise needed to manage capital investment demands are intense; the advent of high definition television is a recent example of the need to upgrade and replace equipment on a regular basis to stay competitive. Customer dissatisfaction with the value received for increased rates is growing. The industry will change in February 2006 response to this; unbundling packages is one response; there will be others. This is the business that requires a nimble management to survive. The city structure is well suited to operating the Internet service, and has done so. There is every reason to expect that the City's reliance on this service for its operations in every department will increase; retaining the ability to utilize it for new applications without additional leasing expenses is fiscally prudent. While operating the system under this proposed model will reduce the need to modify administrative procedures that provide effective oversight while allowing flexibility, we believe that considering modifications will benefit the City. The service can be grown and improved under skilled leadership, given sufficient authority, responsibility, and resources. This model recognizes the difficulty and risk in operating cable television service in the current market and technology. The city structure is not well suited to this business. However, the model supports the provision of TV service, including community television to residents, through agreements with third parties. A satellite provider may be a good way to our extend basic local service to the latest technology. Goals 1. Provide the widest possible bandwidth at the least possible cost to all residents and businesses in Ashland. 2. Provide a base level of Internet and TV service to all who must pay a fee. 3. Do not overburden low-income households. 4. Support technical innovation and competition for services in Ashland. 5. Retain local ISPs' role as primary customer service providers. 6. Seek a partner to provide TV service on our network (A local partner is desirable). 7. Payoff as much of the debt as practical. Implementation Overlook There is a continuum of options for the structuring and the financing of the Open Carrier model. We will explore some of the ideas and identify variables in the model that can be modified for the desired result. All options presume an "Everyone pays something; everyone gets something" assumption. The figures below will help to visualize our options. We began our exploration by looking at one endpoint on the continuum. We analyzed the monthly cost per household of providing Internet service (using a conservative projected cost of service), added the debt payments, and assume no revenue from either the base level service or from leased use of broadband for other services. It is the simplest scenario to model and defines a maximum fee cap to households; the base cost of the service is equal to the maximum fee cap. That results in an option with dependable, guaranteed funding with no "rosy projections" and no surpnses. It was necessary to make some basic assumptions for comparing a range of options: . 1000 customers unreachable initially February 2006 2 11" . . 1000 low-income customers exempted from paying . Approximately 7000 residences and 1000 businesses are fee payers . Annual cost of running the operation projected at $900K . Annual debt paYment projected at $l.4M. The first decision point and variable is what amount of the current debt is to be assumed by Open Carrier. This will vary from none to $15.5M and will directly affect the maximum fee cap. A second decision/variable will be whether to charge more for business users than for residents. For instance, the business base fee and fee cap could be twice the residential fees. Businesses benefit more; economic development is furthered. Next, we look at restoring a revenue stream from the service to the operation. "Everyone pays something; everyone gets something. Those who pay more get more." In this model, everyone gets a base level service that may be slower than our current modem service (yet still 5- 10 times faster than dialup). For additional fees to ISPs, customers can receive regular or higher level modem service. This service level could reduce the base fee considerably, but not reduce the cap fee. Other revenues would be from high speed or high volume users such as SOU or Internet Businesses. Access fees may be charged to businesses offering new services on our network. This second model could be refined by using "revenue feedback". The base level fee would be adjusted each year based on the previous years profit or loss. A profit reduces the base level fee or adds to the levels of service. A loss increases the base fee, but has the protection of the fee cap. Maintenance and expansions must be within budget. Our model incorporates the task of completing the network within the first two years' budget, which will expand the base of customers and reduce the base fee. This activity may not require additional significant debt. Figures In the table below, the percent of debt assumed by open carrier is across the top, and the percent of current revenue fed back into the system is down the side. It is expected that, initially, revenues will drop as some users "downgrade" to the base level service, but could well rise over time as: . More users join the system with the build-out and as growth occurs . Users "upgrade" to higher bandwidths . More High-Speed businesses are added . Partners and third parties pay fees to provide additional services February 2006 3 Residential Payment Per Month - Year 1 % of Current & Prospective Revenue Retained by Open Carrier o 0 e ssume >y Ipen arner 00/0 250/0 500/0 750/0 1000/0 00/0 8.33 10.19 12.04 13.89 15.74 500/0 1.62 3.47 5.32 7.18 9.03 1000/0 0 0 0 0.46 2.31 1500/0 0 0 0 0 0 Olc f D bt A db 0 C Assumes: 7000 residential, 1000 business customers Business multiplier of 2 Debt payments of $800,000 Residential Payment Pe.r Month - Subsequent Years 0/0 of Current & Prospective Revenue Retained By Open Carrier o 0 e t assume >y men arner 00/0 250/0 500/0 750/0 1000/0 00/0 7.21 9.82 12.42 15.02 17.63 500/0 1.40 4.01 6.61 9.21 11.82 1000/0 0 0 0.80 3.41 6.01 1500/0 0 0 0 0 0.20 Olc f D b db 0 C Assumes: 8000 residential, 1200 business customers Business multiplier of 2 Debt payments of $1,300,000/year ADDENDUM: These charts need modification to show that debt payment is $1.4 M and fees would not be reduced in the first two years in order to pay build-out costs. February 2006 4 Future Concerns If the decision of the City Council is to choose the Open Carrier Model, it will, at some point, need to make decisions about a number of considerations we have identified (below). Additional options and opportunities with this model seem to surface with each discussion. The IT Director and a Technical Steering Committee would be required to flesh out these ideas and build a transition plan. Weare convinced that this direction is sound and are confident that it is the best direction to take on behalf of our residents. 1. What portion of debt should be assigned to Open Carrier? $5M -$8M? 2. What's the best way to finance the remainder of the debt? Assets? 3. What is the technology and cost for the build-out? Did we a allot enough? 4. In what form are the fees? Utility bill? Property tax? . 5. Trim conservative budget to reality. 6. More accurately assess the real numbers of customer categories? Unreached 1 OOO/Low - income 1 000/Residential7000/Business 1200? 7. What is the multiplier for business? 2? 3? 8. What is the base level of internet service? DownlUp? 9. Find a TV partner, form/foster a TV coop, spin-off TV or sell customers? Ask current TV customers their preference? 10. Determine internet service tiers and cost/price. 11. What channels can be included in the base level TV service? 12. Will ISPs gain or lose customers? They supply Email, Tech Support, Security... 13. Some customers will not require an ISP. There will be no tech support as part of the City's base level service to residents. 14. Which direction should the money flow? From Customer-to-ISP-to-City (as is done now) or some other way? 15. Automate sign-up registration and option changes? 16. Transition to much higher bandwidths. 17. How to handle high-speed customers? City or ISP? It is a city priority. 18. Who owns or controls the fiber to Medford? What restrictions exist for its use? 19. How will Open Carrier be marketed/communicated to current and new residents and businesses? February 2006 5 Open Carrier Need Statement It is important that Ashland be positioned with the resources, infrastructure, and the social capabilities that will empower its diverse set of citizens to be economically and socially vibrant. In order to do that, it is necessary to understand as much as possible about the trends that will exert primary influence on the future. One of those trends is the essential role technology plays in our economy and in everyday life. The excerpts at the end of this section are from an article titled "Living in the U.S.A. 2000-2020" by David Pearce Snyder (@ 2005) that offers predictions about the role that technology will play in our near-term future. The excerpts are a sample of the kind of information needed to set the context for discussions about the future of AFN. The trends point to the importance of maintaining control over the new "I-way." The use ofInternet access is no longer confined to entertainment or data manipulation. Ashland's high rate of home-based businesses, its elderly and student population, and a concentration of expertise in technology make it especially well-positioned to benefit from the AFN infrastructure we invested in. Under the Open Carrier Model, the city maintains decision making power and can ensure equal and city-wide access to AFN. It also controls the cost of the City using AFN services. Control over this resource will allow the City to more directly influence key, city- specific issues like high-paying, environmentally-friendly jobs, long-term economic development, affordable housing, etc. As is indicated below, a resident's current use of AFN services is not an adequate measure of its current or potential value to them. One parallel is the upgrading of the City's Wastewater Treatment Plant. While we could have accomplished our initial goals with an investment of $12 - 20 million, OR Dept. of Environmental Quality increased the standard for Ashland. The debt for the upgrade, including the additional millions of dollars needed to meet the standard Ashland was held to, is being paid for by taxpayers and through the local meals tax. The silver lining is that we produce treated water that can be used for irrigation; we are close to being able to produce water that we could drink if circumstances required it. We are well- positioned for the future. Had Ashland not invested in AFN, it is quite possible that most residents and businesses in both Ashland and Medford would have only recently moved off of using dialup Internet access and would be paying considerably higher rates to access a standard tool in the commercial, medical, entertainment, and financial worlds. The social contract for living in a local, state or national context is to share responsibility for the whole. Criticism has been leveled against AFN that government can't run businesses and that AFN has suffered from confusion over whether it's a utility or a business. The Open Carrier alternative responds to that critique by maintaining public control of operations and revenue of the backbone or delivery system in a manner that facilitates the commercial sector using it to provide additional services. The lessons learned about how operating in public constrained AFN are important for their potential to help us refine government procedures. February 2006 6 tr I The Open Carrier model specifically benefits from: ~ The hiring of an AFN/IT Director; ~ The lessons learned through having local government operating commercial television ~ A deeper understanding of how contract administration could be modified to increase flexibility while maintaining oversight function; ~ The reduction of decisions that need to be made in ways that allows AFN to be competitive; ~ Increases in market competition for applications using broadband and unbundling (especially television). Excerpts from "Living in the U.S.A. 2000-2020" "Historically, a broad rise in general prosperity is one of the last major effects of a techno-economic revolution - typically following by a generation the oligopolistic concentration of wealth and income that characteristically accompanies the initial introduction of newly-matured technology. Eventually, any free-market, capitalist economy can be expected to fully realize the productive potential of a new technology. . .. Until this happens, however roughly two-thirds of all U.S. workers will earn less than a median wage, while income distribution will be more concentrated than it has been for 70 years, and wealth more concentrated than it has been since the late 19th century." (pg 6) "[Information technology} is already having instrumental impacts on the principal components of human enterprise - economic production and distribution, commercial transactions, health, education, and leisure, etc. From now on, IT will have transformational effects on everything we do, in America and around the world." (page 8) "Meanwhile, 60% of all U.S. households are currently online, up from 43% in 2001. By 2010, 70% to 75% of households will be online." ~ "Telecommunications experts agree that, by 2010,80%-90% of all Internet access will be from mobile wireless devices, including laptop computers, Webphones, and PDAs." "Most Americans, however, reluctant to place their vital personal records in the hands of on-line service providers will retain a home computer with a massive memory. . ." ~ "A multitude oftelecom distribution media.. .will remain simultaneously competitive well into the 21st Century." (pgs 8-9) ~ "Discretionary time spent online has increased dramatically over the past 36 months.. ." (pg 18) ~ "Local communities will have professional teams of (electronic) gamers as they now have sports teams." (pg 19) February 2006 7 "The elderly population (over 85) is currently increasing at the rate of 50% per decade. .. About 40% of these people live alone, and they will be more and more dependent on their families and their IT appliances for social contacts and domestic support, including finances, entertainment, living assistance, health monitoring and increasingly, the delivery of medical care." (pg 12) ~ "By 2020, one-third of all U.S. households are likely to include at least one elderly relative." ~ "The aging of the population will increase consumer demands for home based medical care, including electronic health monitoring and diagnostics (especially for millions of solitary seniors), at the same time that medical cost-containment efforts by government will promote home care as the most effective means of delivering health services in America." (pg 18) "The growth of self-employment, plus the increasing adoption of 'flex-place' arrangements for salaried work will combine to shift 20% to 25% of all gainful employment into the home by 2015." ~ " . .. the slow growth of the labor pool will force employers to hire most adults - including parents of minor children, caregivers of dependent relatives and millions of home-bound disabled adults, all of which will increase the socio- economic utility of home-based employment." ~ "Between 2005 and 2008, state and local governments will begin using special fees and tax incentives to encourage both employers and employees to adopt "flex-place" work arrangements - telecommuting ~ . . .Full time telecommuters will make up 10% of the white collar workforce by 2012, up from 1 %-2% today." ~ '''Info-preneurships' - ego Self-employed and sole-proprietor producers of contract information product and services - who are largely home-based - .. .will rise from 9% of all U.S. workers in 2000, to 15% or 16% of all workers by 2015. (pgs 13-14) ".. .home-based businesses and flex-based employment arrangements will foster consumer demands for sophisticated IT support for the home." (pg 18) ~ By 2008, essentially all job search, application, screening and recruitment will be done online. (pg 18) February 2006 8 CITY OF ASHLAND Council Communication AFN Debt Service Alternatives for the City Meeting Date: March 7, 2006 Department: Administrative Services Contributing Departments: Approval: Gino Grimaldi Primary Staff Contact: Lee Tuneberg Pi1-~ E-mail: tuneberl@ashland.or.us Secondary Staff Contact: E-mail: Estimated Time: 30 Minutes Statement: This communication provides Council with information on potential resources for paying the City's debt obligations relating to Ashland Fiber Network. Background: The City has $15.5 million outstanding in full faith and credit revenue bonds for the construction and operation of the fiber network to date. A full faith & credit obligation makes it an obligation of the City, not just the utility, and gives maximum flexibility on the revenue streams used to pay the debt. In this case, we look first to AFN revenues but can utilize any other legal sources necessary. The approximate distribution of this debt is $9.0 million in capital costs and $6.5 million in operating losses. Debt service on these bonds is interest only in the first few years with the first principal payment occurring in July 2007. FY 2006-07 semiannual payments will total $865,000, then $1,056,000 and $1,299,000 in the following two years. Annual payments will level off at about $1.43 million in FY 2009-10. Recently, AFN has been able to generate enough revenue to cover operational expenses but not meet debt service requirements. Depreciation and capital refresh costs are also largely under-funded. To this point, intemal borrowing or subsidies have provided the additional funds need to meet AFN shortfalls. Without significant changes in revenue streams and/or costs for AFN it is unlikely that rate increases for existing services can make up the shortfall. In early FY 2005-06, Council approved and then repealed a $7.50 per account per month surcharge that would have generated approximately $900,000 per year to meet short-term debt service needs of AFN. A surcharge would need to grow to $12.00 per account per month to pay annual debt service when it levels off, and possibly more if other expenses are to be subsidized or if some accounts are exempted from paying a part of the surcharge. The surcharge was repealed in that it presented problems in fairness of application and collection. Council asked for alternatives to the surcharge and this report provides some other ways the City could meet this obligation. Many of these alternative ways have been discussed before and may include conflicts with other City goals or programs that are being discussed. The December 6, 2005, Council Communication provided some of the requested information and applicable data has been summarized here. Below is a list of other ways to meet the fiscal requirements besides using the surcharge on electric accounts: a. Annually transfer operational subsidies from other funds, in turn, minimizing fund balances and resulting in other increases such as utility charges. r~' b. Diverting part, or all, of the existing BPA surcharge from the Electric Fund to the Telecommunications Fund or the Food & Beverage tax from Parks and Wastewater funds. The BPA Surcharge revenue source represents approximately $1.1 million in FY 2006-07. Diverting this revenue source would not result in a direct increase in utility bills since it has been in place many years. However, this change still includes many of the same issues as the proposed AFN surcharge. Changing the allocation of the Food & Beverage Tax revenue will greatly impact the Open Space program and/or sewer rates. Sewer rates could increase 50% if the tax revenue was eliminated. Wastewater SDC charges would also increase. c. Severely reduce or eliminate the $450,000 to $500,000 Internal Service Fund charge to the Telecommunications Fund freeing monies to go toward debt service. The internal service costs are shared among end user funds, allocated based upon a set of criteria that attempts to fairly prorate internal expenses. AFN is a smaller fund and pays less than all the other utilities. An "incremental" approach to internal charges (attempting to only recover the additional costs attributable to the newest service) could be the basis for justifying a much smaller charge to AFN, resulting in a reduced amount of costs to be covered by rates. All things being equal, this would result in other funds paying more for internal services or a potential shortfall in the Central Service Fund and possible cutbacks in services city-wide. d. Cutting specific programs or projects from other departmental budgets to transfer funds to AFN. The amount to be generated through savings is limited by the cuts employed. The fiscal impact varies depending on what is cut and could only be determined by the managing department. For example: . In the other funds, identify open positions to be eliminated generating a subsidy transfer to AFN. · Identify AFN as an economic tool and award grant monies from the Transient Occupancy Tax (TOT) revenue to the Telecommunications Fund. This would require a change in resolution(s) and will either deprive other economic or cultural groups of grant money or impact balancing the General Fund Budget if the other 2/3 portion of the TOT revenue is directed to AFN. e. Limiting overall expenses in other departments and funds to generate an internal subsidy via operational transfer. An example is limiting Material & Services Budget growth to 2% rather than 3% and shifting the difference to fund transfers which could generate up to $297,000 but will have the same impact as transferring fund balances from "healthy funds" and may still result in added rate and fee increases in other funds. f. Cap revenue growth (resources) in other funds and providing the increased revenue amount (related to increased activities rather than rate increases) as a subsidy to AFN. Like other subsidies or transfers, this will eventually result in a reduction in other services, lower fund balances or possible increases in other rates or fees to balance other funds. The assumption here is that other funds can provide needed services at acceptable levels with less revenue or less operational expenses. g. Selling idle properties that are considered surplus and using the money for AFN debt service. This is limited by the value of the properties the City is willing to sell. Each sale is a one-time infusion of cash. In 2004 Council reviewed an inventory of unused land and some of them could be sold with the proceeds being used to payoff bonds or reserved for debt service. This removes the "positive" impact sales revenue would have on another recipient fund. h. Property taxes increase. Currently, the City leaves nearly $0.57 (over $900,000 in revenue) in taxing authority un- levied each year. Property taxes could be used to pay part of the debt service on the full faith and credit bonds or to fund AFN operations. Doing so will remove or reduce the "reserve" of monies between the existing tax levies and the maximum authority. One example is to use property taxes to pay for AFN operating losses. The estimated operating loss portion of AFN's debt service is 42% so $.37/$1000 of assessed value could be used leaving $.20/$1000 or $$320,000 in tax revenue for other purposes or un-levied. r., --~---~----"'--""'-..,.........--- ~~--'---~~~'-'-'--"--'---".~-- IT I i. Employ other revenue streams to meet requirements. These altematives will require considerable work, public input and possibly participation through a vote. Potential new revenues include: . Gas tax - Other agencies are implementing this tax because visitors help pay. . Sales Tax - Ashland has this on prepared food but a new one could be broader based. . Income Tax - Being considered throughout the state for various purposes. . Entertainment Tax - A ticket tax has been considered many times but not implemented in Ashland. The net result for most of the items above is a direct or indirect subsidy to AFN. New revenues that are paid by visitors may be more palatable to citizens but there is no intuitive correlation between a new gas or sales tax to a fiber optic network and related services like there is between the TOT or F&B taxes and tourism, Parks and Wastewater Treatment. There are other, more lengthy steps that could be taken to reduce the impact of AFN's debt on the City. Foundations to raise contributions, intergovemmental agreements to share costs, outsourcing or expanding operations, etc. may be possible in the long run but cannot be developed as part of the annual budget process or without direction from Council. There is little chance that a change in AFN opera'tions will completely resolve debt service requirements. The alternatives provided should be evaluated in a context recognizing that all or a significant part of the debt service will need to be budgeted in FY 2006-07. A matrix of potential altematives is attached. Related City Policies: None Council Options: Direct staff on the action desired based upon Council discussion. Staff Recommendation: Council identify which revenue streams staff should work on to ensure the debt service payments are made. Potential Motions: Council moves to direct staff to incorporate pay the AFN debt service. alternate revenue streams in the FY 2006-07 budget to Or Council takes no action at this time but directs staff to bring back more information at a later meeting. Attachments: Matrix r., IT T AFN Debt Service Alternatives March 7, 2006 Item Potential Comment a Ad hoc Operating Transfers To be determined Amount will fluctuate and is unreliable year to year b Divert other revenue streams $1,100,000 BPA Surcharge revenue is currently 10% of Electric rate revenue $1,800,000 Food & Beverage Tax: 1% = $360,000 c Reduce Internal Charges to AFN $500,000 Requires other funds to pay more or reduce services/staff d Eliminate programs in other funds To be determined Parks activities, band, grants, etc. May negatively impact other services being provided e Limit expenses $297,000 1 % of City's total Materials & Services for FY 2005-06 May negatively impact other services being provided f Cap revenue growth To be determined Similar to tax increment financing May negatively impact other services being provided 9 Sell property $1,500,000 Strawberry Lane parcels partially committed $2,000,000 900 Acres across 1-5 To be determined Other miscellaneous lands h Raise property taxes $900,000 Will reduce ability to use these funds to balance the budget Create other local revenues: Gas tax Sales tax Income tax Entertainment tax Requires further study for estimates to be made Other agencies are implementing In addition to existing prepared food tax. Being considered by other agencies $1/ticket - Live performances; could extend to movies & videos CITY Of ASHLAND Council Communication Meeting Date: March 7, 2006 Department: Legal Contributing Departments: Finance Approval: Gino Grimaldi AN ORDINANCE AMENDING CHAPTER 2.50 AND 2.52 OF THE ASHLAND MUNICIP AL CODE RELATING TO RULES OF PROCEDURE FOR PUBLIC CONTRACTING AND PERSONAL SERVICE CONTRACTS Primary Staff ~ontact: Michael W. Franell. 488-ti/il" 5350 franellmr(l'ashland.or.us if! Secondary Staff Contact: Lee Ttmeberg. 488- 5300 tuneberglril:ashland.or.us Estimated Time: 15 minutes p Statement: This is an ordinance to amend Chapter 2.50, "Public Contracts" and 2.52 "Personal Service Contracts." There are both housecleaning changes and policy changes proposed in this ordinance. This is the first reading by title only. Background: Over one year ago, on March 1,2005, the Council adopted an ordinance that repealed and replaced the Ashland Municipal Code Chapters 2.50 and 2.52 and related resolutions. That ordinance was drafted and adopted to conform to the new Public Contracting rules as found in ORS 279A, 279B, and 279C, which became effective March 1, 2005. Since the adoption of the new Chapter 2.50 and 2.52, staffhas identified numerous housecleaning items and some possible policy items that require Council approval in order to improve these important ordinances. This current proposed ordinance amendment was scheduled for the October 2005, City Council meeting, but at that meeting it was decided that some substantive policy changes needed to be included for consideration. The proposed changes with explanation are listed below: Proposed Changes for Chapter 2.50 (Public Contracts): 1. Page 2, Section 2.50.01O.D-Included "contracts for goods and services" and deleted "and contracts" -to correct an omission in the previously adopted ordinance. Housecleaning. 2. Page 2, Section 2.50.010.H-For clarity, included the ORS definition (with one exception) of a "public contract." The only difference between this definition and the ORS definition, is that this definition explicitly excludes from the definition "personal service contracts" as regulated in AMC Chapter 2.52. Housecleaning. 3. Page 3, Section 2.50.060.A.I-For consistency, replaced "city" contracts with "public" contracts. Also, deleted "without additional authorization of the Local Contract Review Board" because this policy is addressed below in Item #4 below. Housecleaning. 1 r.l' . 4. Page 3, Section 2.50.060A.2-Included the CIP public improvement contract exception, but added a threshold of 10 percent over budget must come back to Council for approval. This is clearly a policy choice for the Council. The Council may: (1) decide that it wants to review all CIP contracts over $75,000, regardless of whether it has been approved in the CIP; (2) accept the language as proposed; (3) offer a different threshold (such as over 25 percent); or (4) not require any additional approval regardless of the amount of the contract over the budget. This policy choice will have a staffing workload impact. If Council chooses to require all CIP contracts over $75,000 to be approved by the Council, this will increase the workload for staff. 5. Page 3, Section 2.50.060A.3-Included the authority of the Purchasing Agent to approve change orders to contracts that have a cumulative impact of more the 25 percent of the original contract, or a total of $75,000, whichever is less. Although this is a policy choice, it is one that mirrors the policy choice in Item #7 below. 6. Page 3, Section 2.50.060A.4-Again, added "public" to clarify that the rules apply to public contracts as defined by the ordinance. Deleted language "in excess of' and replaced with "exceeding." Housecleaning. 7. Page 3, Section 2.50.060A.5-New wording for change orders less than 25 percent of the contract price, or less than $75,000, whichever is less, of a contract for over $75,000, may be approved by the Purchasing agent. Like the issue in #5 above, this is clearly a policy issue for the Council to consider. Council could: (1) choose to review all change orders; (2) review change orders over a certain threshold; or (3) not review change orders at all. Additionally, Council may decide that once change orders over a certain threshold are approved, subsequent change orders need not be brought back to Council for approval (as suggested in the last sentence). The impacts of having Council review all change orders will have a significant impact on staff workload. Furthermore, requiring change orders to be approved by Council would likely stop work on projects, which would delay a project and add to the overall cost. 8. Page 4, Section 2.50.060.E-Added new subsection to put each proposer or bidder on notice that each proposer or bidder has the responsibility to identify what is confidential or proprietary information. State law already requires this, but this addition is proposed as a way to better inform staff and the public of this important requirement. Housecleaning. 9. Page 5, Section 2.50.070.F-Deleted "per item." Per item should not have been included and was an oversight. Housecleaning. 10. Page 5, Section 2.50.070.M-Included "Contracts for the purchase and sale of... [deleted 'including'] except for the purchase of..." These changes were made at the suggestion of Council member Silbiger at the December 15, 2005, Council meeting in discussions about public contracting fro the Ashland Fiber Network. This policy would require the City to go through the normal selection process to acquire internet bandwidth for AFN. Policy. 11. Page 5, Section 2.50.070.N-Included "Contracts for..." Housecleaning. 12. Page 6, Section 2.50.070.O-Included "Contracts for the purchase of cable television programming for the Ashland Fiber Network cable television system." This was included because as a practical matter there is no competitive market for television programming for cable, but this was an already adopted policy as found in old subsection S. In other words, Section 2.50.070.S was deleted even though it had identicallanguage--this new subsection 0 is in a better place in the ordinance than was old subsection S because subsections M, N, and now 0 all deal with AFN purchases). Housecleaning. 2 -- ---. ---~----r---- CITY OF ASHLAND 13. Page 7, Section 2.50.070.R-Deleted entire subsection at suggestions of Councilmember Silbiger. Policy. 14. Page 7, Section 2.50.070.S-Entire subsection deleted because it was include in new subsection O. See Item # 12 above. Housecleaning. 15. Page 7, Section 2.50.080-Clarifies that electronic publication may be a substitute for publication in the newspaper and adds the $125,000 limitation consistent with Oregon state law. Policy. Proposed Changes for Chapter 2.52 (personal Service Contracts): 1. Page 8, Section 2. 52.01 O.C-Deleted entire definition for reasons provided in Item #4 below. Policy. 2. Page 8, Section 2. 52.0 1 O.D-Deleted entire definition for reasons provided in Item #5 below. Policy. 3. Page 8, Section 2. 52. 03 O-Deleted "unless provided herein." Housecleaning, because there is no part in the ordinance that limits Section 2.52.030 as implied by the language "unless provided herein." 4. Page 9, Section 2.52.040.D.-Deleted entire subsection. This is clearly a policy choice for the Council. Staff is recommending that the formal selection process (found on page 10, subsection 1) and the informal selection process (found on page 9, subsection H) be removed from the Personal Service Contracts ordinance because the purpose of a personal service contract is to select a consultant with personalized skills that may not be reflected in the competitive selection process that is normal for the purchase of goods and services that do not require specialized skills. Therefore, the competitive selection process would be a needless exercise wasting staff time. Policy. 5. Page 9, Section 2.52.040.E-Clarifies that the City can change or withdraw from the selection of a personal services contractor at any time prior to the execution of the contract. Execution of a contract occurs when the contract is actually signed by the contractor and the City representative(s). Housecleaning (mostly, but a bit of a policy choice that protects the City). 6. Page 9, Section 2. 52.040.F-Deleted reference to formal selection process. Policy consistent with Item #4. 7. Page 9, Section 2. 52.040.H-Deleted entire subsection. Policy consistent with Item #4. 8. Page 9, Section 2.52.040.1 ("old I")--Deleted entire subsection. Policy consistent with Item #4. 9. Page 10, Section 2.52.040.1 ("old" J)--Deleted major portion referring to formal competitive selection, but retained purchase order requirement. Policy consistent with Item #4. 10. Page 10, Section 2.52.040.J ("new" J)--Included contract amount threshold that a personal service contract must be approved by Council prior to execution. This dollar amount may be increased or reduced as Council sees fit. Policy. 11. Page 10, Section 2. 52.050-Deleted entire section for exemptions to the formal competitive selection process because if Council chooses to accept the suggested policy choice ofItem #4, there is no need for exemptions. Policy consistent with Item #4. 3 r~' ---~---- -- -,--,----- 12. Page 11, Section 2.52.060-Deleted entire section because without a formal competitive selection process, there is no need for screening criteria. Policy consistent with Item #4. 13. Page 11, Section 2.52.070.A-Deleted ".. .less than $5,000..." and "A personal service contract awarded under this section may be amended to exceed $5,000 only upon approval of the Purchasing Agent, and in no case may exceed $6,000." IfItem #4 is accepted there is no reason to distinguish between contracts less than $5,000 and contracts $5,000 or greater. Policy consistent with Item #4. 14. Page 11, Section 2. 52.070.B-Deleted entire subsection for reasons stated above. Policy consistent with Item #4. 15. Page 11, Section 2. 52.070.C-Deleted entire subsection for reasons stated above. Policy consistent with Item #4. Related City Policies Current versions of AMC Chapter 2.50 and 2.52 as adopted on March 1, 2005. Council Options: Adopt this ordinance as proposed, adopt ordinance with suggested changes, or do not adopt ordinance. Staff Recommendation: Adopt ordinance as proposed or adopt ordinance with specific alternative language. Potential Motions: 1. Move to second reading of the attached ordinance to amend the Ashland Municipal Code relating to Public Contracting and Personal Service Contracts. 2. Move to second reading of the attached ordinance to amend the Ashland Municipal Code relating to Public Contracting and Personal Service Contracts with suggested changes. Attachments: Proposed ordinance with additions underlined and deletions lined out. 4 - .------- .-.,.....,..---- ORDINANCE NO. AN ORDINANCE AMENDING CHAPTER 2.50 AND 2.52 OF THE ASHLAND MUNICIPAL CODE RELATING TO RULES OF PROCEDURE FOR PUBLIC CONTRACTING AND PERSONAL SERVICE CONTRACTS. Annotated to show deletions and additions to the Ordinance adopted March 1, 2005. Deletions are . and additions are underlined. THE PEOPLE OF THE CITY OF ASHLAND DO ORDAIN AS FOllOWS: Section 1. Ashland Municipal Code Chapter 2.50 is amended to read as follows: Chapter 2.50 PUBLIC CONTRACTS Sections: 2.50.010 2.50.020 2.50.030 2.50.040 2.50.050 2.50.060 2.50.070 2.50.080 2.50.090 Definitions. Public Contracting Rules. Local Contract Review Board. Contracting Agency. Model Rules. Formal Competitive Selection Procedures. Formal Competitive Selection Procedures-Exemptions. Notice of Public Contracts. Disposal of Surplus and Abandoned Property. Section 2.50.010 Definitions. A. "Award" means the selection of a person to provide goods, services or public improvements under a public contract. The award of the contract is not binding on the City until the contract is executed and delivered by the Purchasing Agent or his or her delegee. B. "Advertising contracts" mean contracts for securing announcements in newspapers or magazines, during telecommunications broadcasts, upon billboards, through distribution of handbills, by direct mail, or though other mass media. To the extent that the Model Rules adopted by the Attorney General under ORS 279A, 279B, and 279C (the "Model Rules") allow more than this definition for advertising contracts, the Model Rules do not apply. C. "Bid" means a binding, sealed, written offer to provide goods, services or public improvements for a specified price or prices. 1 G:\legal\Reeder\FINANCE\Public Contracting & Personal Sen'ices\Ord-Public Contracting & Personal Sen"ices Amend 2006 (1st Reading) (3-06).docG:\legal\R-eeder\FINANCE\Pitblic CaBb=actiRg & PerseRal8en"iees\Ord Public CaBb=actiBg & PerseBal Services ".meae! 2005 (1st Reading) (3 (6) Draft 2.e!ac D. "Exemptions" mean exemptions from the formal competitive selection procedures for public improvement contracts, contracts for aoods and services. and contracts feF-and personal service contracts of architects, engineers, land surveyors, and related services, as well as contracts and classes of contracts designated as "special procurements" under ORS 279B.085. E. "Formal competitive selection procedures" means procedures for public contracting as required by ORS 279B.050(1) (competitive sealed bids or competitive sealed proposals for goods and services), or ORS 279C.335(1) (competitive bids for public improvements) F. "Formal competitive selection process" means the process of using formal competitive selection procedures for the procurement of goods and services or for public improvements contracts and personal service contracts of architects, engineers, land surveyors, and related services. G. "Proposal" means a binding offer to provide goods, services or public improvements with the understanding that acceptance will depend on evaluation of factors other than, or in addition to, price. A proposal may be made in response to a request for proposals or under an informal solicitation. H. "Public contract" or "contract" for the purposes of this section means a sale or other disposal. or a purchase, lease. rental or other aCQuisition. bv the contractina aaencv of personal property. services (but not includina personal services as reaulated in Chapter 2.52), public improvements. public works. minor alterations. or ordinary maintenance necessary to preserve a public improvement. "Public contract" does not include arants. 1.... "Quote" means a price offer made in response to an informal solicitation to provide goods, services or public improvements. .J.t "Services" means and includes all types of services (including construction labor) other than personal services as regulated in Section 2.52 of the Ashland Municipal Code. Section 2.50.020 Public Contracting Rules. The following rules are adopted as the city's public contracting rules. As provided by ORS 279A.065(5)(a), the Model Rules adopted by the Attorney General under ORS 279A, 279B, and 279C (the "Model Rules") do not apply, unless otherwise provided for herein or as adopted by ordinance or resolution by the Local Contract Review Board. Section 2.50.030 Local Contract Review Board. The City Council of the City of Ashland is designated as the Local Contract Review Board under the State of Oregon Public Contracting Code. The Local Contract Review Board may delegate its powers and responsibilities consistent with the Oregon Public Contracting Code, the Model Rules, and the Ashland Municipal Code. Section 2.50.040 Contracting Agency. The Finance Director, or hislher designee is delegated the authority to exercise all authorities granted by the Public Contracting Code, ORS 279A, 279B, and 279C, and all authority granted herein, and by subsequent ordinance or resolution. The Finance 2 G:\legal\Reeder\FINANCE\Public Contracting & Personal Sef\"ices\Ord-Public Contracting & Personal Sef\"ices Amend 2006 Ost Reading) 0-(6).docG:\legal\Reeder'FINANCE\P8blic CoRtmctiBg & Persenal 8erdces\Ord Puelic CeRtmctmg & Persenal 8m'ices :\meBEl2005 (1st Reading) (3 (6) Draft 2.doc Director is designated as the City's "Contracting Agency" for purposes of contracting powers and duties assigned to the City of Ashland as a "Contracting Agency." For purposes of this chapter the "Contracting Agency" shall be referred to as the Purchasing Agent, who is the Finance Director or his/her designee. Section 2.50.050 Model Rules. Unless expressly provided herein, or by subsequent ordinance or resolution, the Model Rules, Divisions 46,47,48 and 49, adopted by the Attorney General under ORS 279A, 279B, and 279C, as they now exist, and as they may be amended in the future, and in the Ashland Municipal Code, are hereby adopted as the City's public contracting rules. Words and phrases used by these rules that are defined in ORS subchapters 279A, 279B, and 279C and in the Model Rules, have the same meaning as defined in ORS subchapters 279A, 279B, and 279C and the Model Rules. In the event that rules adopted by the Local Contract Review Board do not address a particular situation, the Model Rules apply. Section 2.50.060 Formal Competitive Selection Procedures. Administrative staff and departments have contracting authority and responsibilities as follows: A. The Purchasing Agent is authorized to: 1. Enter into Gitypublic contracts not to exceed $75,000.:. without additional authoriz3tion of the L0C31 Contract Reviev.' Board. 2. Enter into capital improvement contracts for public improvements approved by the City Council throuah the budaetarv process for UP to ten (10) percent over the identified amount in the Capital Improvement Plan (CIP)' When a contract identified in the CIP exceeds ten (10) percent of the budaeted amount. such contract must be approved by the LRCB.Contracts exceeding $75,000 for public improvements, identified in a Capital Improvement Plan, that have been approved by the City Council through the budgetary process, shall be deemed to be appro'Jed by the L0C31 Contract Review Board. 3. Approve chanae orders to contracts that have a cumulative cost of no more than twenty-five (25) percent of the oriainal contract or $75.000. whichever is less. ~. Recommend that the Local Contract Review Board approve or disapprove public contract awards in excess ofexceedina $75,000:- 5. Recommend that the Local Contract Review Board approve or disapprove chanae orders to contracts that have a cumulative cost over twenty-five (25) percent of the oriainal contract or more than $75.000. whichever is less. If the Local Contract Review Board approves the recommended chanae orders that have a cumulative cost over twenty-five (25) percent of the oriainal contract or more than $75.000. the Local Contract Review Board may authorize the Purchasina Aaent to approve any additional chanae orders without seekina additional approval from the Local Contract Review Board. 3 G:\lega1\Reeder\FINANCE\Public Contracting & Personal Selyices\Ord-Public Contracting & Personal Sen"ices Amend 2006 (lst Reading) (3~).docG:\legal\R-eeder\FIN,A.NCE\Public CaBtfactiBg & Personal 8en-ices\Or.a PiJblic CeBtfact-mg & P.ersooalSelyiees ,A.lRead 2005 Om Reading) (J (6) Dmft 2.E1ac QJ. Adopt forms, computer software, procedures, and administrative policies for all City purchases consistent with the Ashland Municipal Code. B. All contracting by departments shall conform to approved City purchasing procedures adopted by the Purchasing Agent or the Local Contract Review Board. C. Each department shall plan purchase requirements sufficiently in advance so that orders can be placed in economical quantities. D. The Purchasing Agent shall process requisition forms and negotiate purchases on the most favorable terms in accordance with adopted ordinances, state laws (including the Public Contracting Code), policies and procedures. E. It shall be the responsibility of each proposer or bidder for contracts for Goods and Services to clearly and specifically identify proprietary or confidential information contained in the proposal or biddina documents. Failure by the proposer or bidder to clearly identify such proprietary or confidential information may result in such information beina made public. Reaardless of whether the proposer or bidder identifies information as proprietary or confidential. the final iudament of whether such information is exempt from public disclosure is made bY the City. Prices. makes. models. delivery rates. Quality. Quantity and cataloa numbers of (loods offered are not proprietary or confidential and shall be made public. Section 2.50.070 Formal Competitive Selection Procedures-Exemptions. All public contracts shall be based upon formal competitive selection requirements of ORS 279B.050(1) or ORS 279C.335(1), except as expressly provided in this subsection, or by subsequent ordinance or resolution. Regardless of whether a contract is exempt from the formal competitive selection process or not, no service or work may be performed, and no goods, supplies or equipment may be delivered, until a city purchase order has been issued by the Purchasing Agent. This requirement may be waived, however, when circumstances exist that create a substantial risk of loss, damage, interruption of services or threat to public health or safety and that require prompt action to protect the interests of the City. The following classes of public contracts are hereby exempted from the formal competitive selection requirements of ORS 279B.050(1) and ORS 279C.335(1): A. Any contract exempted by the State of Oregon Public Contracting Code or Model Rules; B. Any contracts expressly exempted from formal competitive selection procedures adopted by ordinance or resolution by the Local Contract Review Board pursuant to ORS 279B.085; C. Purchases through federal programs pursuant to ORS 279A.180; D. In the event of an emergency involving an immediate hazard to the public health, safety, or welfare, the city administrator, finance director, or public works director may secure necessary goods anc:llor services without a formal competitive selection process, provided that the Local Contract Review Board, at a regularly scheduled meeting within 30 days of the procurement, is furnished with a full report of the circumstances and costs of the materials and/or services secured; 4 G:\Iegal\Reeder\FINANCE\Public Contracting & Personal Seryices\Ord-Public Contracting & Personal Sen'ices Amend 2006 (1st Reading) (3-06).docG:\legal\Reeder\fINf.NCE\POOlie Ca8tfaeting & P.ersenal 8m"iees\Ord Public Calla:aetiRg & Persenal 8ef\"iees ,A.mead 2005 (1st Reading) (3 gal Draft 2.dec -- ---,......-- E. Contracts for goods or services, or a class of goods or services, which are available from only one source. To the extent reasonably practical, the Purchasing Agent shall negotiate with the sole source to obtain contract terms advantageous to the City. Sole source contracts for goods or services, or classes of goods or services, which are available from only one source which exceed $5,000, but do not exceed $75,000, must be approved by the Purchasing Agent. Sole source contracts for goods or services, or classes of goods or services, which are available from only one source which exceed $75,000 must be approved by the Local Contract Review Board. The Purchasing Agent shall provide public notice via the City's Internet website of the determination of a sole- source contract that exceeds $75,000 at least fourteen (14) days prior to the LCRB approval. The determination of a sole source must be based on written findings that may include: 1. That the efficient utilization of existing goods requires the acquisition of compatible goods or services; 2. That the goods or services required for the exchange of software or data with other public or private agencies are available from only one source; 3. That the goods or services are for use in a pilot or experimental project; 4. Other findings that support the conclusion that the goods or services are available from only one source; F. Contracts for products, services or supplies if the value of the contract does not exceed $5,000. Any procurement of goods or services not exceeding $5,000 f)ef ~may be awarded in any manner deemed practical or convenient by the Purchasing Agent (or any person with purchasing authority), including by direct selection or award. A contract awarded under this section may be amended to exceed $5,000 only upon approval of the Purchasing Agent, and in no case may exceed $6,000. A procurement may not be artificially divided or fragmented so as to constitute a small procurement under this section; G. Contracts for the purchase of copyrighted materials where there is only one supplier available within a reasonable purchase area for such goods; H. Contracts for the placing of notice or advertisements in any medium; I. 1C0ntracts for the purchase of services, equipment or supplies for maintenance, repair or conversion of existing equipment if required for efficient utilization of such equipment; J. Contracts for the purpose of investment of public funds or the borrowing of funds; K. Purchases of goods or services pursuant to a requirements contract which was established by a formal competitive selection process. Purchases may also be made at prices established by a requirement contract or other agreement between another public body and a contractor if the requirements contract was established by a formal competitive selection process; L. Contracts for purchase or sale of water, electricity, cemetery lots; M. Contracts for the purchase and sale of cable and telecommunication services, includingexcept for the purchase of internet bandwidth;,..aAG N. Contracts for the sale of telecommunication materials or products or other services, materials or products traditionally provided by the City; 5 G:\legal\Reeder\FINANCE\Public Contracting & Personal Services\Ord-Public Contracting & Personal Services Amend 2006 (1st Reading) 0-(6).docG:\Jegal\R-eeder\fINf.NCE\Public CeBHaetiBg & PerseBal 8en'wes\Or.a Public CeBHactiBg & Persenal Sen'iees AlReM 2005 (1st R~diBg) (J 06) Draft 2.doc - ---_._~-~.._~---- o. P.M. I QN. I RQ. SP-. TO. Contracts for the purchase of cable television proarammina for the Ashland Fiber Network cable television system: Contract amendments, including change orders, extra work, field orders, or other changes in the original specifications which in the aggregate change the original contract price or alters the work to be performed, may be made with the contractor if such change or alteration is less than twenty-five percent (25%) of the initial contract, and is subject to the following conditions: 1. The original contract imposes binding obligation on the parties covering the terms and conditions regarding changes in the work; or 2. The amended contract does not substantially alter the scope or nature of the project; Contracts for the purchase of goods or services where the rate or price for the goods or services being purchased is established by federal, state or local regulating authority; Contracts not to exceed $50,000 for the purchase of goods, materials, supplies and services. For contracts for the purchase of goods, materials, supplies and services that are more than $5,000, but that do not exceed $50,000, a minimum of three competitive written quotes shall be obtained. The Purchasing Agent shall keep a written record of the source and amount of quotes received. If three quotes are not available, a lesser number will suffice, provided that a written record is made of the effort to obtain the quotes; Contracts not to exceed $75,000 for public improvements, including contracts for services of architects, engineers, land surveyors and related services, (other than contracts for a highway, bridge or other transportation projects), if the following conditions are met: 1. The contract is for a single project and is not a component of or related to any other project; .2. When the amount of the public improvement contract (other than contracts for a highway, bridge or other transportation projects) is more than $5,000, but does not exceed $75,000, a minimum of three competitive written quotes shall be obtained. The Purchasing Agent shall keep a written record of the source and amount of quotes received. If three quotes are not available, a lesser number will suffice, provided that a written record is made of the effort to obtain the quotes; 3. The Purchasing Agent shall award the contract to the prospective contractor whose quote will best serve the interests of the City, taking into account price and other applicable factors, such as experience, specific expertise, availability, project understanding, contractor capacity and contractor responsibility. If the contract is not awarded on basis of lowest price, the Purchasing Agent shall make a written finding of the basis for the award; and Contracts for a highway, bridge or other transportation projects more than $5,000, but not to exceed $50,000, if the following conditions are complied with: 1 . The contract is for a single project and is not a component of or related to any other project; 6 G:\legal\Reeder\FINANCE\Public Contracting & Personal SeIyices\Ord-Public Contracting & Personal Seryices Amend 2006 (1st Reading) 0-(6).docG:\legal\ReeEler\FINANCE\Pul:llie CeBtfactiftg & Per-sonal Sen.ices\Ofd Public CentraetiBg & Persenal 8en.iees AmeRd 2005 (1st ReadiBg) (3 0(1) Draft 2.doc 2. When the amount of the contract for a highway, bridge or other transportation projects is more than $5,000, but does not exceed $50,000, a minimum of three competitive written quotes shall be obtained. The Purchasing Agent shall keep a written record of the source and amount of quotes received. If three quotes are not available, a lesser number will suffice, provided that a written record is made of the effort to obtain the quotes; 3. The Purchasing Agent shall award the contract to the prospective contractor whose quote will best serve the interests of the City, taking into account price and other applicable factors, such as experience, specific expertise, availability, project understanding, contractor capacity and contractor responsibility. If the contract is not awarded on basis of lowest price, the Purchasing Agent shall make a written finding of the basis for the award. R Contracts to purchase specialized cable television equipment and related components, connectors and hard'.vare through the National Cable Television Cooperati'Je ::md its approved equipment manufacturers and'suppliers for the Ashland Fiber Network cable television system. S. Contr3cts for the purchase of cable television programming for the Ashland Fiber Network cable television system. Section 2.50.080 Notice of Public Contracts. Notice of public improvement contracts or contracts for the purchase of goods or services may be published electronically instead of in a newspaper of aeneral circulation if\-mere the Purchasing Agent finds that such publication is likely to be cost effective as provided in ORS 27QC.360. If the public improvement contract has an estimated cost in excess of $125.000. the advertisement must be published in at least one trade newspaper of aeneral statewide concern. Section 2.50.090 Disposal of Surplus and Abandoned Property. The Purchasing Agent shall have the authority to dispose of surplus property and abandoned personal property not owned by the City by any means determined to be in the best interests of the City, including but not limited to, transfer to other departments, government agencies, non-profit organizations, sale, trade, auction, or destruction; provided however, that disposal of personal property having residual value of more than $10,000 shall be subject to authorization by the Local Contract Review Board. Section 2: Ashland Municipal Code Chapter 2.52 is amended to read as follows: Chapter 2.52 PERSONAL SERVICE CONTRACTS Sections: 7 G:\1egal\Reeder\FINANCE\Public Contracting & Personal Selyices\Ord-Public Contractin.l?: & Personal Sen"ices Amend 2006 Ost Reading) 0-(6).docG:\legal\ReeEler\FIN:\NCE\Puhlie COlHfactiBg & Persenal Scn"ices\Ord Publie CelHfaotiBg & Perseaal Seryiees Ameoo 2005 (Ist ReadiRg) (3 06) Draft 2.dee ----- -~-------,--:------ 2.52.010 2.52.020 2.52.030 2.52.040 2.52.050 2.52.0&0 2.52.0po Definitions. Purpose. Personal Service Contracts-Listed. Rules and Procedures. Formal Competiti...e Selection Procedures Iixemptions. Screening Criteria. Selection Process. Section 2.52.010 Definitions. A. "Personal service contracts" include contracts for services that require specialized technical, artistic, creative, professional or communication skills or talent, unique and specialized knowledge, or the exercise of discretionary judgment skills, and for which the service depends on attributes that are unique to the service provider, other than contracts for an architect, engineer, land surveyor or provider of related services as defined in ORS 279C.100. B. "Purchasing Agent" means the Finance Director or his/her designee who has the authority to enter into personal service contracts. C. "Formal competitive selection procedures" means procedures for the selection of personal service contracts, which shall be the same formal procedures as are required for the selection of goods and services as required by ORS 2798.060 (competitive seoled proposals) and as clarified in the Model Rules, OAR 137 047 0260. D. "Formal competitive selection process" means the process of using formal competitive selection procedures for the selection of person:)1 service contracts. Section 2.52.020 Purpose. Personal service contracts will be used to retain the services of independent contractors (other than contracts for an architect, engineer, land surveyor or provider of related services as defined in ORS 279C.1 00). Nothing in this section shall apply to the employment of regular city employees. Section 2.52.030 Personal Service Contracts-Listed. Pursuant to ORS subchapter 279A.055(2), the following contracts or classes of contracts for personal services shall not be subject to the rules of procedure of Chapter 2.50 or the Model Rules unless provided herein: A. Accountants; B. Appraisers; C. Computer programmers; D. Lawyers; E. Psychologists; F. Investment Consultants; G. Insurance Consultants; H. Advertising Consultants; I. Marketing Consultants; J. Graphics Consultants; 8 G:\legal\Reeder\FINANCE\Public Contracting & Personal Services\Ord-Public Contracting & Personal Sel...-ices Amend 2006 (1st Reading) (3-06).docG:\legal\R-eeder\FINANCE\Publie CeBtmetiflg & Perseoal Selyiees\OFd Public CeRtfaetiflg & Pef"..enal Services '.mead 2005 (1st R-eading) (3 96) Dmft 2.dec ........ .-.... ---,.----- TrT K. Training Consultants; L. Public Relations Consultants; M. Communications Consultants; N. Data Processing Consultants; O. Management Systems Consultants; P. Any other personal service contracts or classes of contracts that the Purchasing Agent or hislher designee identifies as personal service contracts. Section 2.52.040 Rules and Procedures. Personal service contracts are subject to the rules established by this section: A. Unless otherwise approved by the Purchasing Agent, all personal service contracts shall require the contractor to defend, indemnify, and hold harmless the City, its officers, agents and employees against and from any and all claims or demands for damages of any kind arising out of or connected in any way with the contractor's performance thereunder and shall include a waiver of contractor's right to ORS 30.285 and ORS 30.287 indemnification and defense. B. Unless otherwise approved by the Purchasing Agent, personal service contracts shall contain a provision requiring the person or entity providing the service to obtain and maintain liability insurance coverage in at least the amount of the City's tort liability limits, naming the City as an additional named insured, during the life of the contract. C. All personal service contracts shall contain all contract provisions mandated by state law and by the Ashland Municipal Code. These provisions may be incorporated in the personal service contract by reference unless otherwise provided by law. D. The formal competiti'/e selection procedures described in this section may be w.aived by the Purchasing Agent when an emergency exists that could not have been reasonably foreseen and requires prompt execution of a contract to remedy the situation that there is not sufficient time to permit utilization of the formal competitive selection procedures. E. Personal service contract proposals may be modified or withdrawn at any time prior to the conclusion of discussions 'lAth an offeror execution of the contract. F. The Purchasing Agent shall establish internal procedures for the review, processing, and listing of all contracts, '.vhether procured through a formal competitive selection process, or exempt from the formal competitive selection procedures. Such review shall include a method for determining compliance with these rules. G. For personal service contracts that are anticipated to cost $5,000 or less, such contracts must be memorialized by a formal purchase order. H. For personal service contracts that are anticipated to exceed $5,000, but not exceed $25,000, at least three competitive I//ritten quotes from prospective contractors who shall appear to have at least minimum qualifications f<>r the proposed assignment, shall be solicited. Each solicited contractor shall be notified in re:Jsonable detail of the proposed assignment. Any or all interested 9 G:\legal\Reeder\FINANCE\Public Contracting & Personal Seryices\Ord-Public Contracting & Personal Seryices Amend 2006 (1st Reading) (3"()6).docG:\legaI\Reeder\Fl}'LA.NCE\Public CelHfactiBg & Persenal Seryiees\Ora Public CeBtmctiBg & PefooBal8efyioos ,A.mea6 2005 (1st Reading) (3 OG) Draft 2.Elee - --~.~-~--- prospecti'/e contractors may be interviewed for the assignment by an appropriate City employee or by an interview committee. I. For personal service contracts that are anticipated to cost in excess of $25,000, the department head for the department that needs the services shall make the follo~::ing determinations: 1. That the services to be acquired are personal services; 2. That a re:Jsonable inquiry has been conducted as to the availability of City personnel to perform the services, and that the City does not have the personnel nor resources to perform the ser-:ices required under the proposed contract; and 3. That the department has developed, and fully plans to implement, a written plan for utilizing such services '.vhich will be included in the contractual statement of work. J. 1\11 personal service contracts exceeding $25,000 shall be based upon form31 competitive selection procedures, except as expressly pro':ided in this subsection, or by subsequent ordinance or resolution. For personal service contracts that are anticipated to cost in excess of $25,000, the department head for the department that needs the services shall follow the formal competitive selection procedures for formal competitive sealed proposals as found in the Model Rules, OAR 137 047 0260. Regardless of whether a personal service contract is exempt from the formal competitive selection process or not, NRO service or work may be performed until a purchase order has been issued. This requirement may be waived, however, when circumstances exist that create a substantial risk of loss, damage, interruption of services or threat to public health or safety and that require prompt action to protect the interests of the City. J. All personal service contracts exceedina $25.000 shall be approved by the City Council. Section 2.&2.050 Formal Competitive Selection Procedures ~emptions. Contracts for personal services are exempt from formal competitive selection procedures if any of the follcy.ving conditions exist: A. The contract amount is anticipated to be $25,000 or less. B. Contract amendments, vlhich in the aggregate change the original contract price or alters the ':Jork to be performed, may be made with the contractor if such change or alteration is less than t\&,enty five (25%) of the initi31 contract and are subject to the following conditions: 1. The original contract imposes binding obligation on the parties covering the terms and conditions reg3rding changes in the I:.'ork; or 2. The amended contract does not substantially alter the scope or nature of the project; C. The Purchasing Agent finds that there is only one person or entity v:ithin a reasonable area that can provide services of the type and quality required. D. The contract for services is subject to selection procedures established by the State or Federal government. 10 G:\legal\Reeder\FINANCE\Public Contracting & Personal Se....ices\Ord-Public Contracting & Personal Seryices Amend 2006 (1st Reading) (3..()6).docG:\legal\R-eeder\FlNANCE\Pub1ie COlHfactiHg &. Persenal Sef\-iees\Ortl Ptiblic CelHfactiBg &. Pef""...enal 8m-ices :\meM 2005 (1st ReadiBg) (~ ()G) Draft 2.aoc - -..- -----;-:----- - E. The contract is for non routine or non repetitive type legal services outside the Legal Department. Section 2.62.0&0 Screening Criteria. The following criteria shall be considered in the evaluation and selection of a personal service contractor for personal service contracts: A. Specialized experience in the type of '.York to be performed. B. Capacity and capability to perform the work, including any specialized services within the time limitations for the ':JOrk. C. Educational and professional record, including past record of performance on contracts with governmental agencies and private parties '.\lith respect to cost control, quality of work, ability to meet schedules, and contract administration, vlhere applicable. D. NJailability to perform the assignment and familiarity with the area in which the specific work is located, including kno'....ledge of designing or techniques peculiar to it, where applicable. E. Cost of the services. F. Any other factors relevant to the particular contract. Section 2.52.0FO Selection Process. The following rules shall be followed in selecting a contractor for personal services: A. Personal service contracts less than $5,000, may be awarded in any manner deemed practical, including by direct selection or award by the Purchasing Agent (or any person with purchasing authority). A personal service contract awarded under this section may be amended to exceod $5,000 only upon approval of the Purchasing Agent, and in no case may exceed $6,000. A personal service contract may not be artificially divided or fragmented. B. For personal service contracts that exceed $5,000, but do not exceed $25,000, the department head for the department that needs the services shall award the contract to the prospective consultant whose quote or proposal will best ser'Ie the interests of the City, taking into account all relevant criteria found in Section 2.52.060. The Department Head shall make written findings justifying the basis for the aVR3rd. C. For personal service contracts that 'fJiIl cost $25,000 or more, the Dep3rtment Head shall a-:J-ard the contract b3sed on the formal competitive selection processes found in the Model Rules. The Department Head shall make written findings justifying the basis of the award. D. The City official conducting the selection of a personal service contact shall negotiate a contract with the best qualified offeror for the required services at a compensation determined in writing to be fair and reasonable. , I I The foregoing ordinance was first read by title only in accordance with Article X, 11 G:\legal\Reeder\FINANCE\Public Contracting & Personal Sen-ices\Ord-Public Contracting & Personal Sen-ices Amend 2006 (1st Reading) <3-{)6).docG:\legal\ReeEler\flNf.NCE\Public CaRtfactiog & PeFseoal8en-ioes-\Ord Pttblic CaBtfactiog & P<<ooBal 8en-ioes ,A.mead 2005 (1st Reading) (3 (6) Draft 2_dac - "-...-... -----~_._-,..--:----- John W. Morrison, Mayor Reviewed as to form: Michael W. Franell, City Attorney G:\lega1\Reeder\FINANCE\Public Contracting & Personal SeIVices\Ord-Public Contracting & Personal SeIVices Amend 2006 (Ist Reading) (3-06).doc 12 CITY OF ASHLAND Council Communication A Resolution Setting Forth the City of Ashland's Plan to Correct Budget Deficiencies Disclosed in the FY 2004-05 Audit ~'" 'J. Lee Tuneberg tuneberl@ashland.or.us Primary Staff Contact: E-mail: Secondary Staff Contact: E-mail: Estimated Time: 10 Minutes Meeting Date: March 7, 2006 Department: Administrative Services Contributing Departments: Approval: Gino Grimaldi Statement: The City of Ashland's financial report for the FY 2004-05 included two budget irregularities and this resolution brings the City into compliance with ORS 297.466. Background: Oregon Budget Law requires expenditures to be equal to or less than the corresponding appropriation levels set by the Budget Committee and/or as adjusted by City Council. The City reported a budget violation as part of the annual audit for FY 2004-05 and it was disclosed to the Audit Committee and Council prior to December 31, 2005. The Audit Division of the State identified two areas of improvement per the attached letter dated February 15, 2006. The attached resolution brings the City into compliance with ORS 297.466 and related guidelines. Related City Policies: Compliance with all federal and state requirements as identified in the annual budget document. Council Options: Approve the attached resolution. - Or - Defer approval of the attached resolution awaiting additional information. Staff Recommendation: Approve the attached resolution. Potential Motions: Council moves to approve the attached resolution. Attachments: Resolution State Letter Excerpts from: . 12/20/05 Council Communication - Acceptance of Audit Committee Report (page two, bottom paragraph and continued to page three. . 11/29/05 Audit Committee Meeting Minutes - (page four, middle paragraph) ~~, RESOLUTION NO. 2006- A RESOLUTION SETTING FORTH THE CITY OF ASHLAND'S PLAN TO CORRECT BUDGET DEFICIENCIES DISCLOSED IN THE FY 2004-05 AUDIT. Recitals: A. Oregon Budget law requires the establishment of appropriation levels as adopted by the elected board as part of the annual or biennium process and limits expenditures to the amounts set or revised by the elected board. B. As part of the annual audit of FY 2004-05 the auditors disclosed an over expenditure of the budget in the Airport Fund, Capital Outlay section of $30,617. C. As part of the annual review by the Secretary of State, Audit Division, the financial report for June 30, 2005, included reference to "anticipated or projected" costs and should have been restricted to known facts per Governmental Accounting Standards Board (GASB) Codification Section 2200.109h. THE CITY OF ASHLAND RESOLVES AS FOLLOWS: SECTION 1 At June 1 of each year all City departments will project anticipated expenditures to year end and report such projections to the Budget Officer in time to amend the current budget on or before June 30 by City Council action. Such projections shall include calculations for work in process, equipment, potential accruals and contractual obligations so as to ensure sufficient appropriation levels are achieved to avoid violation of Oregon Budget law. SECTION 2. On or before June 30 of each year City Council will meet and take such action as necessary as recommended by the Budget Officer and/or revised through deliberation to ensure Oregon Budget law compliance. SECTION 3. Additionally, the City department responsible for preparation of the annual financial report shall follow GASB Codification Section 2200.1 09h in preparation of the Management Discussion and Analysis section of the annual financial report. SECTION 4. This resolution takes effect upon signing by the Mayor. This resolution was read by title only in accordance with Ashland Municipal Code 1- Resolution Regarding FY 2005 OverexpenditureG:\Iegal\PAUL\FORMS\resolution form.wpd 92.04.090 duly PASSED and ADOPTED this Barbara Christensen, City Recorder SIGNED and APPROVED this _ day of day of I 20op.frJ John L. Morrison, Mayor 2- Resolution Regarding FY 2005 OverexpenditureG:\Iegal\PAUL\FORMS\resolution form.wpd , 200' (p OFFICE OF THE SECRETARY OF STATE Bill Bradbury Secretary of State ~o Lru-- AUDITS DMSION Charles A. Hibner Director (503) 986-2255 FAX (503) 378-6767 Auditingfor a Better Oregon February 15, 2006 rn-;-:-:;-~--~- - Ii f\ " I; - i: U) .=' ! I !~ '. I="EB I 7.r:r;~ . ' . ~~ ~ - --' I ';1 . " i l Mayor and City Council City of Ashland 20 East Main Street Ashland, Oregon 97520 -, -~ ' Dear Mayor and City Council: We have reviewed the audit report of the City of Ashland for the period July 1, 2004, to June 30, 2005, in accordance with the provisions ofORS 297.465(3). It disclosed the following: 1. The MD&A section, titled Economic Factors and Next Year's Budget and Rates, includes statements that are prospective in nature (i.e. "anticipated" costs or "projected to increase"). This section should be limited to currently known facts, decisions, or conditions that are expected to have a significant effect on financial position or results of operations. GASB defines currently known facts as information that management is aware of as ofthe date ofthe auditor's report (GASB Codification [GASB 34 edition] ~ 2200.109h). Should the government need some guidance with this requirement, we recommend consulting with its independent auditor. 2. The note disclosures (Note II.B) report expenditures in excess of appropriations in violation of Local Budget Law (ORS 294.435). Cities are required by law to develop a plan to correct the deficiencies disclosed in the audit report. Please provide us with a copy ofthe resolution required by ORS 297.466 setting forth your planned corrective measures and the estimated time needed to complete them. If you have any questions or concerns, please call me at 503-986-2255. Sincerely, OREGON AUDITS DIVISION ~~-R- \\~ Philip t. Hopkins, CPA Audit Manager PLH:bk 255 Capitol Street NE . Suite 500 . Salem, Oregon 97310 INTERNET: http://www.sos.state.or.uslaudits/audithp.htm CITY Of ASHLAND Council Communication Acceptance of Audit Committee Report and the June 30, 2005 Comprehensive Annual Financial Report Meeting Date: Department: Contributing Depts: Approval: December 20, 2005 Administrative Services N/A Gino Grimaldi Primary Staff Contact: Lee Tuneberg, 552-2003 E-mail: tuneberl@ashland.or.us Secondary Staff Contact: N/ A Estimated Time: 20 minutes ~,... .... ".........~. . "............ - 1.... .' . "",,,.' "". ~ ;amt; .. .. 'rwen.. <...,.;t.',i>":.,~ v, ~,'~"~><,,,,"',< ,~,' 1 rA1 'FiQI' , , . , " ',-' "''''-~~~~nA'''' ,~:I~iunnn~~~:~ '", tl \', . "':&J~ ,...... \P "'~ ;~~ On page 40 ofthe Notes section the City discloses an Oregon Budget Law violation in the Airport Fund where $30,617 was spent beyond the appropriation level. The auditors reference the same violation and note on page 135. The over expenditure is due to unforeseen construction 2 IT I CITY OF ASHLAND change orders arising on a grant-funded capital project that came to light too late to amend the budget. The change orders included a correction to runway drainage and an increase in quantities needed for completion resulting in more expense than anticipated for the $1,000,000 plus project. Reimbursement for these costs will take place in FY 2005-06. These costs could not be estimated, billed to the granting agency and included in the budget by June 30, 2005. Due to the poor timing of these changes at year end the result was a budget violation. Staff has thoroughly discussed this issue to avoid recurrence. 3 rA' AUDIT COMMITTEE MEETING NOVEMBER 29,2005 - PAGE 1 OF 5 CITY OF ASHLAND Audit Committee Draft Minutes November 29, 2005 1 :OOpm Siskiyou Room, Community Development/Engineering Services Building 51 Winburn Way - - .. AUDIT COMMITTEE MEETING NOVEMBER 29, 2005 - PAGE 2 OF 5 AUDIT COMMITTEE MEETING NOVEMBER 29,2005 - PAGE 3 OF 5 AUDIT COMMITTEE MEETING NOVEMBER 29,2005 - PAGE 4 OF 5 Mr. Tuneberg spoke to the budgetary violation in the Airport Fund. He pointed to page 70 and that they usually have adequate appropriations within the fund to cover over expenditures. This year, the City had grants to do the improvement project. In April through June the project looked fine, but it came in over budget after the fiscal year had ended. After June 30, change orders that were part of the contract were submitted. A budget adjustment was not able to be done since it happened after the fiscal year had closed. The change orders were appropriate but could not be adjusted for in the budget process. He explained that the grants will come in from the federal government to repay the project. The Committee asked what the consequences are for a budget violation. Mr. Allen explained that the Oregon Department of Revenue (DoR) will send a letter asking the City to explain why it happened and to explain that it will not happen again. The Committee asked if the DoR audits cities and what they could penalize for non compliance. Mr. Halter explained that the only penalization he had heard of was that school districts could have their funding held and incorporated businesses could loose their incorporation status. - AUDIT COMMITTEE MEETING NOVEMBER 29,2005 - PAGE 5 OF 5 CITY OF ASHLAND Council Communication A Resolution Adopting a Budget Transfer Establishing Appropriations Within the 2005-2006 Budget Primary Staff Contact: Lee Tuneberg ~ E-mail: tuneberl@ashland.or.us Secondary Staff Contact: None E-mail: Estimated Time: 10 Minutes Meeting Date: March 7, 2006 Department: Administrative Services Contributing Departments: NA Approval: Gino Grimaldi Statement: A public hearing and resolution is needed to adjust the FY 2005-2006 Budget and keep the City in compliance with Oregon Budget Law. Background: There are three ways in which to change appropriations after the Budget is adopted. 1. A transfer of appropriations decreases an appropriation and increases another. This is the simplest budget change allowed under Oregon Budget law. This does not increase the overall budget. This is approved by a City Council resolution. 2. A supplemental budget of less than 10 percent of total appropriations within an individual fund follows a process similar to the transfer of appropriations. 3. A supplemental budget in excess of 10 percent of total appropriations requires a longer process. This process includes a notice in the paper and a public hearing. From the General Fund, it is necessary to transfer appropriations from Contingency to Economic & Cultural Grants to correct for budgeting less than required by Resolution 2004-32. Also, a transfer of appropriations from Contingency to the Police Department for unanticipated consultant work, organizational review and upgrades to radio equipment is needed. The total amount of transfer within the General Fund per this resolution is $117,000. A budget transfer (item #labove) is needed to adjust the FY 2005-2006 appropriations. This is the second budget transfer request for FY 2005-06. Attached is a resolution for your approval. The recommended changes in the budget are explained after each request. Related City Policies: None Council Options: Council may accept this supplemental budget request as presented, recommend modifications as discussed or defer acceptance (takes no action) awaiting further information or clarification. rA' Staff Recommendation: Staff recommends approval of the attached resolution. Potential Motions: Council moves to adopt the supplemental budget resolution, amending the FY 2005-06 budget. Attachments: Resolution adopting a supplemental budget establishing appropriations within the 2005-2006 budget Staff Supporting Memo, Rich Walsh, Deputy Chief '4.' RESOLUTION NO. 2006- A RESOLUTION TRANSFERRING APPROPRlA TIONS WITHIN THE 2005-2006 BUDGET THE CITY OF ASHLAND RESOLVES AS FOLLOWS: SECTION 1. Because of the circumstances stated below, the Mayor and City Council of the City of Ashland determine that it is necessary to transfer appropriations as follows: General Fund To: Administrative Services - Economic & Cultural Grants From: Contingency $17.000 $17,000 To transfer appropriations from Contingency to Economic & Cultural Grants to correct for budgeting less than required by Resolution 2004-32. General Fund To: Police Department From: Contingency $100.000 $100,000 To transfer appropriations from Contingency to the Police Department for unanticipated consultant work, organizational review and upgrades to radio equipment. SECTION 2. This resolution takes effect upon signing by the Mayor. This resolution was read by title only in accordance with Ashland Municipal Code Section 2.04.090 duly PASSED and ADOPTED this _ day of March, 2006: Barbara Christensen, City Recorder SIGNED and APPROVED this _ day of March, 2006: John W. Morrison, Mayor MEMORANDUM TO: Finance FROM: Deputy Chief Rich Walsh SUBJECT: Budget Adjustment We have several unanticipated expenses that we need adjustments to our current 2004- 2005 budget. Two were already approved by the city council but the third is not. Consultant Barbara Blackstone was hired by Chief Bianca to work with him on issues concerning the police department. Her bill up to this date is $19,896.22. She is expected to come back in the spring and conduct a two day session with all the managers and I do not know what the expense will be for this when it happens. The budget number that this came out of already is 110.06.11.05.604100. PERF was hired by Chief Bianca to conduct an organizational review of the police department. We have not received the bill but my understanding is that they were hired at a bid of $52,000. This will come out of the same budget number as above 110.06.11.05.604100. Our radio equipment transmits to Medford through the Ditch Creek Repeater. We have run into communication problems with power outages and we have run into communication dead spots in many areas of town. Weare getting a bid from Day Wireless on moving our repeater to the new Ashland Fire Departments repeater location at Ashland Acres/ Squirrel Ranch. The study that has been done on this is that we will have much better communication coverage (90% in buildings for portables). We will have a generator for power outages and a centralized location for support being added onto AFD' s Repeater that was just completed at the end of 2005. Weare asking for $28,000 and the budget number would be 110.06.11.05.604100 CITY Of ASHLAND Council Communication A Resolution Adopting the Earth Advantage Program Standard in existence January 1,2006, as the standards to the City's Earth Advantage Program Meeting Dale: Man:h 07,2006 Primary StalfContact Dick W~ 5 ~ Department: Electric 2061 wandersd@ashlandor.us ~J Contributing Depart Legal & Planning SecondaIy Staff Contact: Mike Franen. 552- Approval: Gino Grimaldi .J.J( "'- 2105 franellm@ashland.or.us l'w'cr- Estimated Time: 10 minutes Statement: The City passed an amendment to the City's Land use ordinance that grants a 15% Density Bonus to developers in exchange for constructing all of the homes to the Earth Advantage Standards. That ordinance requires the Earth Advantage Standards be adopted by resolution; and either of the two resolutions attached could accomplish this task. Background: The Ashland City Council adopted the Second Re(Uling of Ordinance No 2923 on February 7, 2006. That ordinance requires that the Earth Advantage program requirements be adopted by resolution. During the Council discussion, the issue of providing double incentives came up and staff was directed to discuss the idea and make a recommendation as to how to proceed during the adoption of the resolution that implements the ordinance provisions. Staffhas prepared two resolutions one that requires developers of more than 5 homes to pay $1,000 per lot to the Conservation Division when the new subdivision is created. This money would then be paid to the actual builder of the home upon certification by the Conservation Staff that the home complies with Earth Advantage standards. The second resolution doesn't require the payment and the City's Conservation budget would be providing the incentive payment instead of the developer. Because Earth Advantage is a new program which currently has only about a 7% participation rate, staff feels that adding an upfront payment of $1,000 per home would be a serious disincentive for participation and would recommend that his idea not be implemented at this time. If the program could be implemented without this requirement for at least a year, staff could monitor the results and report back on implementation progress. The $1,000 payment requirement could be added later if the experience of operating the program deems this desirable in the future. Related City Policies: 1bere are a number of City policies in the City's comprehensive plan that is related this issue. Chapter XI-Energy, Air and Water Conservation-of Ashland's Comprehensive Plan describe the community's philosophy and principles with respect to the conservation of critical natural resources. The goals associated with Chapter XI-Energy, Air and Water conservation-are outlined as follows: Goals: The City shall strive, in every appropriate way, to reduce energy consumption within the community. Water conservation and air quality enhancement should also be promoted 1 ,., Programs should also be promoted. Programs should emphasize greater efficiency end usage, rather than sacrificing living standards. In general, policies that effect change through a combination of economic incentives and public education shall be considered more appropriate than policies involving strict legal requirements or mandates. The City shall give due attention to energy and resource conservation and air quality enhancement in all planning actions and city activities. Chapter XI of the Comprehensive plan identifies numerous Council policies relative to resource conservation and the establishment of programs and incentives to achieve this goal. These appear to endorse and encourage economic incentives and public education over strict legal mandates. Staffhas identified one specific policy that recognizes the benefits of the bonus point code provision. The plan policy not only reflects the past success of such code provision, but also clearly requires that these incentives "be preserved and maintained in future version" of the land use ordinance. Poliey ImDlementin2 Ordinance XI-5 Land Us Planning an Zoning A) The energy efficiency density bonuses in the City's performance standard ordinance have been very successful in encouraging new homes to be built more efficiently than Oregon building code requirements. This bonus shall be preserved and maintained in future versions of this code. 18.88 Ashland Municipal Code Council Options: Approve one of the attached Resolutions implementing the change in the Land Use Ordinance that was previously approved by the Council. Staff Recommendation: Planning and Conservation staff recommends the Council approve the Resolution that doesn't require a $1,OOOllot payment by the developer. . Potential Motions: Move to adopt the attached resolution adopting the Earth Advantage Program Standards in Existence on January 1, 2006, as the standards for the City's Earth Advantage Program." Attachments: 2-Proposed Resolutions 2 RESOLUTION NO. 2006- A RESOLUTION ADOPTING ~EARTH ADVANTAGE PROGRAM STANDARDS IN EXISTENCE JANUARY 1, 2006, AS THE STANDARDS FOR THE CITY'S EARTH ADVANTAGE PROGRAM Recitals: A. Ashland has adopted ordinance no. 2923, an Ordinance Amending Chapters 18.24, 18.28 and 18.88 of the Ashland Municipal Code - Land Use Ordinance, Regarding Conservation Density Bonus Point Calculations for Residential Development B. Provisions in each of the chapters of the Ashland Land Use Ordinance affected by the foregoing ordinance permit increases in the base densities of the zone for when all of the residential units in that development meet the minimum requirements for certification as an Earth Advantage home under the City's Earth Advantage program. THE CITY OF ASHLAND RESOLVES AS FOLLOWS: SECTION 1. The City of Ashland adopts the Earth Advantage Standards as they exist on January 1, 2006, as the standards under the City's Earth Advantage program for purposes of calculating the conservation density bonus under ALUO 18.24.040.B.3, ALUO 18.28.040.B.3 and ALUO 18.88.040.B.3. SECTION 2. For developments greater than five lots the developer will be required to pay the $1,000 per lot to the City's conservation division. Such fees will be paid to the builder of the Earth Advantage home as an incentive when it is constructed to comply with the Earth Advantage standards. SECTION 3. This resolution takes effect upon signing by the Mayor. This resolution was read by title only in accordance with Ashland Municipal Code 92.04.090 duly PASSED and ADOPTED this day of , 2006. Barbara Christensen, City Recorder SIGNED and APPROVED this _ day of ,2006. yo- ,.chael ranell, City Attorney , :\legal\Mike\Resolutions\Density Bonus Resolution 2-28-06.doc John W. Morrison, Mayor 1 RESOLUTION NO. 2006- A RESOLUTION ADOPTING"" EARTH ADVANTAGE PROGRAM STANDARDS IN EXISTENCE JANUARY 1, 2006, AS THE STANDARDS FOR THE CITY'S EARTH ADVANTAGE PROGRAM Recitals: A. Ashland has adopted ordinance no. 2923, an Ordinance Amending Chapters 18.24, 18.28 and 18.88 of the Ashland Municipal Code - Land Use Ordinance, Regarding Conservation Density 80nus Point Calculations for Residential Development 8. Provisions in each of the chapters of the Ashland Land Use Ordinance affected by the foregoing ordinance permit increases in the base densities of the zone for when all of the residential units in that development meet the minimum requirements for certification as an Earth Advantage home under the City's Earth Advantage program. THE CITY OF ASHLAND RESOLVES AS FOLLOWS: SECTION 1. The City of Ashland adopts the Earth Advantage Standards as they exist on January 1, 2006, as the standards under the City's Earth Advantage program for purposes of calculating the conservation density bonus under ALUO 18.24.040.8.3, ALUO 18.28.040.8.3 and ALUO 18.88.040.8.3. SECTION 2. This resolution takes effect upon signing by the Mayor. This resolution was read by title only in accordance with Ashland Municipal Code ~2.04.090 duly PASSED and ADOPTED this day of , 2006. 8arbara Christensen, City Recorder SIGNED and APPROVED this _ day of ,2006. John W. Morrison, Mayor G:\legal\Mike\Resolutions\Density Bonus Resolution 2-28-06 alt.doc ';1... 6' CITY OF ASHLAND Council Communication Resolution for Community Development Fee Increase Meeting Date: March 7, 2006 Department: Community Development Contributing Departments: Legal Approval: Gino Grimaldi, City Administrator ~ro Primary Staff Contact: Bi~1 Molnar nterim Community Development Director E-mail: bill@ashland.or.us Estimated Time: 15 minutes Statement: The attached resolution modifies the original fee resolution dated September 19, 2000, increasing the fee by 2 tenths of a percent (.002) of the valuation of building permits. Background: The Community Development Fee was established in 2000 in conjunction with an increase in the existing fee structure for the Planning Division of the Community Development Department. The fee changes came as a result of a desire of the City Council to change the ratio of revenue for the Department. Up until 2000, fees and charges accounted for roughly 11% of the costs associated with the Planning Division. A consultant was contracted to review the existing fee schedules and recommend changes to lessen the Planning Division's dependence on General Fund revenues. The study, conducted by CDA Consulting Group, recommended recapturing 75% of Planning Division by fees and 25% by general fund revenues. The combination of the new Community Development Fee and modifications to the existing fee schedule has been successful in meeting the 75% target in each of the past four years. The Community Development Fee is currently nine tenths of one percent (.009) of the valuation of building permits and is collected at the time of issuance of all building permits that require any sort of plan review. The fee currently provides revenues of roughly $450,000 per year depending on building permit activity. In the 2005-06 budget process, two new positions, an Associate Planner and Development Services Manager/Coordinator were proposed by Staff with costs associated with the positions offset by an increase in the Community Development Fee. An increase of 2 tenths of a percent (.002) is roughly equivalent to the salary costs associated with the two Associate Planner level positions ($110,000 to $120,000/year). The positions were approved by the Budget Committee and City Council with the understanding that the fee would increase concurrent with the hiring of the new positions. The proposed fee increase would raise the Community Development Fee to 1.1 % of the valuation of building permits, which will generate a yearly total of approximately $550,000. The fee increase in conjunction with the staffing increases will maintain the City Council target of 75% cost recovery from fees and charges. The proposed fee increase for a 2,000 square foot single family home is estimated to result in a $370 increase in the overall building permit cost of approximately $15,000. ,., Staff Recommendation: Staff recommends adoption of the Resolution for the proposed Community Development Fee increase Potential Motions: Move to approve the Resolution for the proposed Community Development Fee increase Attachments: Draft Resolution with proposed amendments Council Communication from September 2000 Original Resolution 2000-24 Setting New Fees for Planning/Community Development & Engineering r.t. , RESOLUTION NO. 2006- A RESOLUTION REPEALING RESOLUTION 2000-24 AND ADOPTING NEW COMMUNITY DEVELOPMENT FEES THE CITY OF ASHLAND RESOLVES AS FOllOWS: SECTION 1. Resolution No. 2000-24 is repealed SECTION 2. The Attached rate schedule is adopted as the rates and fees for Community Development and Engineering Development. SECTION 3. The above fees shall increase annually in July of each year, by multiplying the fee by a fraction, the numerator of which is the CPllndex Figure for the month of March preceding the July in which the fee is to be increased and the denominator of which is the Base CPI Index Figure. As used in this section, "Index" refers to the All Urban Consumers (CPI-U), U.S. City Average, CPI index published by the Bureau of Labor Statistics of the United States Department of Labor. "Base CPllndex Figure" shall refer to the Index number indicated for the month of March, 2006, and the "CPllndex Figure" for any other month shall refer to the Index number for that month. SECTION 4. The Community Development Fee and Engineering Development Fee have not been increased since their inception in September of 2000 because the valuation portion of the Community Development Fee has an adjustment factor set by the State of Oregon Building Codes Division. SECTION 5. The Community Development fee will be raised from nine tenths of one percent (.009) to one point one percent (.011) of building permit valuation, an increase of .002 percent and will not be subject to the yearly CPI adjustment. SECTION 6. This resolution takes effect upon signing by the Mayor. This resolution was read by title only in accordance with Ashland Municipal Code ~2.04.090 duly PASSED and ADOPTED this _ day of , 2006. Barbara Christensen, City Recorder SIGNED and APPROVED this _ day of ,2006. John W. Morrison, Mayor CITY OF ASHLAND Development Services Fee Schedule Plannin2 / Community Development Fees lication Conference lication Conference $110 Administrative Actions Construction Drawings without Subdivision Approval $277 Minor Amendments to SubdivisionslPartitions $277 Final Plat Review Partitions $110 + $10 perlot Subdivisions $277 + $26 per lot New Sign Permit $110 + $2.50 per sq ft Replacement Sign Permit $26 + $2.50 per sq ft Lot Line Adjustments $277 Home Occupation Permits $25 Certificate of Occupancy $54 Any other Administrative Action $277 Staff Permits Physical & Environmental Constraints Permit $555 Minor Variance $555 Extension Request $555 Solar Waivers $555 Residential Site Review $555 + $57 per unit Commercial Site Review $555 + 0.5% of value Site Review (18.72.040A) $555 + 0.5% of value Any other permit or application requiring notice (not Type I, II, or III) $555 T IR. ,ype eVlews Amendments to Conditions $832 Creation of a Private Way $832 Conditional Use Permit - Accessory Residential Unit (ARU) $555 Conditional Use Permit (Type I only) $832 Variance (Type I only) $832 Residential Site Review $832 + $57 per unit Final Plan Performance Standards $832 + $57 per lot Land Partitions $832 + $57 per lot Commercial Site Review $832 + 0.5% of value Any other Type I Review $832 r~' Tell Review Conditional Use Permit (T e II only) Variance (T e II only) Outline Plan or Preliminary Plat for subdivisions Final Plan with Outline Any other Tell Review T e III Reviews Zone / Com rehensive Plan Ma Change Com rehensive Plan Chan e Annexation Urban Growth Boundary Amendment Any other T e III Review L . I f A d t $1666 $1666 $1666+$117 erlot $2222 + $117 per lot $1666 $2222 $2222 $3334 $3334 $2777 el!Is a lve men men s Comprehensive Plan Map / Large Zoning Map Amendment $3890 Land Use Ordinance Amendment $3890 Comprehensive Plan Amendment $3890 City Sponsored Legislation $0 - no fee AP~eals I A peal to City Council Solar Access I Solar Access Permit (not a Solar Waiver -see Staffpermits) Communi Develo ment Fee Community Development Fee This fee is charged concurrently with Building Permit Fees at the time of building permit application for all projects for which the City issues building ermits. En ineerin Develo ment Fee Engineering Development Fee This fee is charged concurrently with Building Permit Fees at the time of building permit application for all projects for which the City issues building permits. Applies to all new residential dwelling units and commercial developments. Remodels, additions and accessory buildings are not assessed this fee. *Fee update based on March 2003 CPI of I 84.20 1$277 1$555 1.1 % of value of new construction 0.75% of value of new construction rA' City Council Communication Department of Community Development Planning Division Community Development/Engineering Fee Increase Resolution September 19,2000 Submitted by: Approved by: lohn McLau2hlin Gree: Scoles Title: Resolution setting new fees for Planning/Community Development and Engineering. Synopsis: As part of the budget process for this current fiscal year, fee increases were proposed for the Planning Division. CDA Consulting prepared recommendations for the increases. As part of that review, the Engineering Division fees were also recommended for modification. Two study sessions were held by the City Council on this subject, as well as presentations by staff during the budget process. The new fees represent the first change in the fee schedule for the planning division since 1992. The additional revenue will result in the the Planning and Engineering Divisions achieving greater recovery of costs from development, lessening the burden on the General Fund. Fiscal Impact: The current budget projects increased revenue from the fees. This will result in a decrease in the need for General Fund revenues to support the Planning Division. The fiscal impact will be very positive on the General Fund. Recommendation: Staff recommends that the Council approve the new fee schedule by adopting the attached resolution. Background: Currently, approximately 65% of the planner's time is spent on current planning activities associated with development while 35% of the time is spent on long-range planning. Financially, approximately 20-25% of the planning division revenue has come from fees, while 75-80% of the revenue has been from the General Fund. In an effort to balance the revenues, it has been recommended thatapproximately 75% of the Planning Division budget be generated by fees, while 25% will remain from the General Fund. These additional revenue is the result of a combination of fees, including a moderate increase in planning application fees, continuation of the administration costs associated with the collection oBDC's, and a new fee called the Community Development Fee. The Community DevelopmentFee is generated based on 0.900.10 of the project value as detennined by the building penn it valuation and collected with the building penn it. As discussed during the study sessions, the building permit represents the final point in the city's planning efforts, ancJ is the appropriate time to collect such a fee. Similarly, the Engineering Division has historically generated less than 10% of the division's budget revenue from fees. The new fee schedule, combined with a new Engineering Fee based on 5% of the cost of public improvements (new street and infrastructure improvements), and an Engineering Development Fee of 0.75% of the valuation of new building permits, will provide revenue more closely matching the time devoted to providing development services to the construction community. Specific graphs depicting some of these concepts are attached. RESOLUTION NO. AdlJ{) .. tIIf A RESOLUI'ION SETI1NG NEW FEES FOR PLANNING/COMMUNITY DEVELOPMENT AND ENGINEERING. THE CITY OF ASHLAND RESOLVES AS FOLLOWS: SECTION I. 1. The City Council recognizes that fees play an impottant role in the funding of development review for the Planning Division of the Department of Community Development and for the Engineering Division of the Public Works Department. The adopted budget for the 2000-2001 budget year includes the assumption that fees shall be increased to offset the demands on the General Fund. The City of Ashland resolves as follows: The fee schedule for the Planning Division of the Department of Community Development and the fee schedule for the Engineering Division of the PUblic Works Department is adopted as indicated on Exhibit "A". . The above fees shaI1 increase annually in luly of each year, by multiplying the f~ by a fraction. the numerator of which is the CPllndex Figure for the month of March preceding-the luly in which the fee is to be increased and the denominator of which is the Base CPI Index Figure. As used in this section, "Index" refers to the All Urban Consumers (CPI-U), U.S. City Average, CPI index published by the Bureau of Labor Statistics of the United StateS Department of Labor. . "Base CPI Index Figure" shall refer to the .Index Dumber indicated for the month of March, 2000, . and the "CPI Index Figure" for any other month shall refer to the Index number for that month. This resolution was read by title only in accordance with Ashland Municipal Code S2.04.090 d~AD tbisJ!LdaYof~ .:wOO. Barbara Christensen, City Recorder SIGNED and APPROVED this "0 day of ~~ ,2000. . .~<r~~. Catherine M. slaw, Mayor :JG.- to form: Paul Nolte, City Attorney ~.."".- ------- -- DOCUMENTS SUBMITTED AT MARCH 7, 2006 CITY COUNCIL MEETING 4 Page 1 of 1 Russ Silbiger From: Russ Silbiger [russ@mind.net] Sent: Tuesday, March 07, 2006 5:38 PM To: 'David Chapman'; 'Cate Hartzell'; 'Russ Silbiger'; 'Lenny Neimark'; Paul Collins; alan@opendoor.com Subject: Basic Model These are the model numbers I would like to use tonight. Basically this covers the debt. Monthly Utility Charge: Basic Internet and TV $10.00 residential $20 commercial Revenue = $1,248,000. (8000 x 10 x 12, 1200 x 20 x12) Even reducing by 10% for whatever, we still get 1.12 million. Full Speed Internet (to ISP) $16 residential $32 commercial Revenue = $840,000 (4000 x 16 x 12, 200 x 30 x 12) 10% error = $756,000 Data Services = $200,000. Total System Revenue = $1,040,000 Total Utility Charge Revenue $1,248,000. Total Revenue $2,288,000 Operational! Capital Expenses 06/07 $930,000. Debt $1,000,000 = $1,930,000 Surplus to carry forward $358,000 10% error = $150,000 07/08 Rev. $1,248,000 + $900,000 + $200,000 = $2,348,000 Exp $976,000 + $1,200,000 = 1,976,000 08/09 Rev. $1,248,000 + $945,000 + $200,000 = $2,392,000 Exp $1,024,000 $1,420,000 = $2,464,000 (There nay be another year before the debt hits the 1.4 million, I lost my sheet.) 31712006 ._--_.~--_..~-- ~ ~ ~ ~ ~~ ~ ~ ~n . ~N (0 ~ ~ (j ~. ~ (j (0 o ~ ~ ~ rJ'1~ g > ~. ~ o n ~ ~ >~ r.n ~ r.n ~ o (0 (j ~. ~. 0.. ~ (0 (0 t::S ~ ~ N c: n ^ m ~ -< U) --I m 3: U1 o ~ (Co ~-C -- CD N ~ D) D) r+ r+ -- -- o 0 ::1 ::1 D) D) ::;aD) CD ::1 < c. -- CD ~ o o 3 3 c: ::1 -- - r+ '< C CD -< -CD -0 -c 3 CD ::1 r+ N n 0 C \:I (ft :J>tD n ,... -I 0 :s OJ ,... 3 cu,... < - _I en tD <0 .., (ft :s ,... cu (ft _ICU (ft- == ~ ~ N C n ^ m :;;0 (J) -< (J) ---4 m 3: (J) -a o - -I n < 3: CU ~ tD .., (ft rco~ :J>tD n n ,...0 -13 g 3 -atD -:S cue. :s cu ,... _I o :s mn >< 0 \:I:S tD (ft ::::!IC tD;:; :s -I n :s tD.a s: CD r-+ ::r o c.. o - o to '< w e e e en 0 n --I ""C -c rt c ~ 0 . . . ::r (J') 0 . . . 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