HomeMy WebLinkAbout2010-0504 Council Mtg PACKET
CITY OF
ASHLAND
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AGENDA FOR THE REGULAR MEETING
ASHLAND CITY COUNCIL
May 4,2010
Council Chambers
1175 E. Main Street
Note: Items on the Agenda not considered due to time constraints are automatically continued to
the next regularly scheduled Council meeting [AMC 2.04.030.E.]
7:00 p.m. Regular Meeting
I. CALL TO ORDER
II. PLEDGE OF ALLEGIANCE
III. ROLL CALL
IV. MAYOR'S ANNOUNCEMENTS
V. SHOULD THE COUNCIL APPROVE THE MINUTES OF THESE MEETINGS?
[5 minutes]
1. Study Session of April 19, 2010
2. Regular Meeting of April 20, 2010
VI. SPECIAL PRESENTATIONS & AWARDS
1. Mayor's Proclamation of May 8 - 14 as National Tourism Week [5 MinulesJ
2. Mayor's Proclamation of May 9 - 15 as National Historic Preservation Week [5 Minutes)
VII. CONSENT AGENDA [5 minutes}
1. Will Council approve the minutes of Boards, Commissions, and Commiltees?
2. Should Council approve continuance of First Reading of an ordinance titled, "An Ordinance
creating Chapter 11.43 relating to storage of personal and recreational vehicles and
amending AMC 11.24.020" from May 4, 2010 to June 29, 2010?
3. Should Council approve continuance of the First Reading of nine ordinances concerning
classification of offenses and court fees from May 4, 2010 to July 20, 2010?
4. Should Council exlend the Charter Communication Franchise Agreement for eighteen months
10 facilitate negotiation of a new franchise agreement?
5. Will Council. acling as the Local Contracls Review Board, approve a Change Order for an
addilional amount of $55,000 (Iota I aggregate cost change of 47%) for disposing of biosolids
during the remainder of the current fiscal year?
6. Does Council wish to enler into an Intergovernmenlal Agreemenl wilh the Federal Bureau of
Investigations to participate in the Southern Oregon High-Tech Crimes Task Force (SOHTTF)
in order to recognize investigations related to high-tech and internet crimes?
7. Will Council approve a $10,750 contract amendrnent to the existing contract with Thornton
Engineering for the design of the Liberty Street Local Improvement District projecl?
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8. Will Council approve a City of Ashland Municipal Airport 10 year extension to a ground lease
as well as a Specialized Aviation Service Operator Agreement for Valley Investments?
9. Should Council authorize the City Administrator to sign an Intergovernmental Agreement
between Jackson County School District #5 (Ashland School District) and the Cily of Ashland
in relation to collection of the Construction Excise I' ax?
10. Does Council accept the quarterly financial report as presented?
11. Should Council approve a resolution to adjust budget appropriations for changes in
operational expenses to remain in compliance with Oregon Budget Law?
12. Does the Council wish to appoint Donald Morris as an "at large" member of the Ashland
Water Advisory Committee?
VIII. PUBLIC HEARINGS {Persons wishing to speak are to submit a "speaker request form" prior to
the commencement of the public hearing. All hearings must conclude by 9:00 p.m., be continued
10 a subsequent meeting, or be extended to 9:30 p.m. by a two-thirds vote of council (AMC
S2.04.050))
1. . After considering comments at the public hearing, will Council approve a Resolution titled, "A
Resolution Establishing Rates for the Ashland Municipal Airport, and Repealing Resolution
09-21" which increases rates? [10 Minutes]
2. Should Council approve a resolution adjusting the FY 2009-2010 Budget to create.
appropriations and authorize exp.enditures for unanticipated expenses during this year? [10
Minutes] .
3. Does Council approve First Reading of ordinances adopting Chapter 18.53 Croman Mill and
related ordinance, Ashland Comprehensive Plan, and Comprehensive Plan and Zoning map
amendments? [90 Minutes]
IX. PUBLIC FORUM Business from the audience nol included on the agenda. (Total time allowed for
Public Forum is 15 minutes. The Mayor will set time limits to enable all people wishing to speak to
complete their testimony.) {15 minutes maximum]
X. UNFINISHED BUSINESS
None.
XI. NEW AND MISCELLANEOUS BUSINESS
1. Will Council approve a fund exchange agreement with 0001' to fund the Laurel Street
Sidewalk project and an engineering services contract with Thornton Engineering for design?
[15 Minutes]
2. Does the Council wish to direct staff to submit written comments on the Mt. Ashland Ski Area
Expansion Draft Supplemental Environmenlallmpact Statement? [15 Minutes]
XII. ORDINANCES. RESOLUTIONS AND CONTRACTS
1. Should. Council approve Second Reading of an ordinance titled, "An Ordinance relating to
Water Curtailment, Definitions, Exhibits, Determinations of Water Shortage, Water
Curtailment Stages, Exemptions and Appeals, and Amending Sections 14.06.010 through
14.06.060"? [15 Mi(1utesJ
2. Should Council approve First Reading of an ordinance titled, "An Ordinance Relaling to Public
Contracting and Personal Servic!'l Contracts and Repealing Chapters 2.50 and 2.52"? [15
Minutes]
XIII. OTHER BUSINESS FROM COUNCIL MEMBERS/REPORTS FROM COUNCIL LIAISONS
XIV. 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 prior to 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).
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CITY COUNCIL STUDY SESSION
April 19. 2010
Page lof4
MINUTES FOR CITY COUNCIL STUDY SESSION
Monday, April 19, 2010
Siskiyou Room, 51 Winburn Way
Mayor Stromberg called the meeting to order at 5:30 p.m. in the Siskiyou Room.
Councilor Lemhouse, Voisin, Navickas, Jackson, Chapman and Silbiger were present.
1. Look Ahead Review
City Administrator Martha Bennett reviewed the items on the Council Look Ahead.
2. Does Council wish to direct staff to prepare written comments on the Mt. Ashland Ski Area
Expansion Draft Supplemental Environmental Impact Statement?
Ethan Rosenthal an Environmental Planner for David Evans and Associates provided a presentation on the
Mt. Ashland Ski Area Expansion review of the Draft Supplemental Environmental Impact Statement
(DSEIS) in relation to Reeder Reservoir Sediment TMDL:
NEP A Timeline
. 1998 Mt. Ashland Association proposes expansion
. 2000 Draft EIS circulated, generates considerable public comment
. 2003 Second Draft EIS circulated with added project alternatives
. 2004 Final EIS and Record of Decision issued by Forest Service
. 2005 Legal action ensues
. 2007 Court of Appeals upholds Forest Service on several counts, but failed to properly evaluate
several issues (next slide)
2007 Oregon DEQ Issues Bear Creek Watershed TMDL, including Reeder Reservoir Sediment
TMDL
. 2009 Forest Service circulates Draft Supplemental EIS (DSEIS) to address issues identified by
Court of Appeals
Mr. Rosenthal explained the focus was on the Record of Decision (ROD) instead of the 1991 Mt. Ashland
Ski Lodge Master Plan because it was currently out for public review.
Issues Identified by Court of Appeals and Included in DSEIS .
Pacific Fisher -NFMA Claim
o Non compliance with requirements of Rogue River LRMP, does not include a compliant
Biological Evaluation
. Restricted Riparian and Restricted Watershed Terrain - NFMA Claims
o Failure to designate Restricted Riparian (Management Strategy [MS] 26) and Restricted
Watershed (MS 22) terrain
o Failure to evaluate soils standards and guidelines for MS 26 and MS 22
Riparian Reserves - NFMA Claim
o Failure to designate Landslide Hazard Zone 2 (LHZ 2) as Riparian Reserve
. Restricted Watershed Terrain - NFMA Claim
o No Forest Plan Amendment to Exclude Restricted Watershed (MS 22) from Special Use
Permit (SUP) Area
Restricted Riparian and Restricted Watershed Terrain - NFMA Claims
. Failure to designate Restricted Riparian (Management Strategy [MS] 26) and Restricted Watershed
(MS 22) terrain
. Failure to evaluate soils standards and guidelines for MS 26 and MS 22
CITY COUNCIL STUDY SESSION
April 19. 2010
Page2of4
DSEIS Response Hil!hlil!hts
. All perennial streams and wetlands, including 100 foot buffer, were incorporated into Restricted
Riparian (MS 26) (48.8 acres)
. 27.9 acres ofMS 26 subject to soil standards, but only 0.83 acres of impact would occur.
. Restricted Watershed (MS 22) designation applied to portions of the SUP within Ashland
Municipal Watershed (approximately 796 acres).
. For MS 22 mineral soil exposure standard is up to 30%, proposed expansion would result in an
estimated 16.5%
.
Staff further explained the mineral soil exposure standard of up to 30% required exposure not to exceed the
following limits overall, based on the erosion hazard rating of the soil:
. 40% mineral soil exposed on soils that are classed as very slight, slight, low or moderate.
. 30% exposure on high or severe erosion hazard soils.
. 15% exposure on very high or very severe erosion hazard soils.
Riparian Reserves - NFMA Claim
. Failure to designate Landslide Hazard Zone 2 (LHZ 2) as Riparian Reserve
DSEIS Response Hil!hlil!hts
. LHZ 2 was mapped and described in FEIS, but not designated as Riparian Reserve
. DSEIS incorporated these areas into Riparian Reserve areas, resulting in:
o 10.08 acre increase in clearing areas
o 0.56 acre increase in grading areas
. Clearing to occur in areas not associated with streams or wetlands
. Grading would occur high on slope, primarily in open dry areas not associated with streams or
wetlands
Mr. Rosenthal confirmed there was an overall 1.6% increase in riparian reserve affected and clarified
clearing activities were not associated with streams and wetlands specifically regarding LHZ 2 areas.
Grading would occur high on the slope.
Restricted Watershed Terrain - NFMA Claim
. No Forest Plan Amendment to Exclude Restricted Watershed (MS 22) from Special Use Permit
(SUP) Area
DSEIS Response Hil!hlil!hts
. Court of Appeals found that Forest Service violated the NFMA by failing to ensure expansion will
comply with Rogue River LRMP standards and guidelines
. Through the DSEIS Forest Service acknowledges that MS 22 is not excluded from SUP areas
. Forest Service address the standards and guidelines as applicable in the DSEIS
Issues Identified by Court of Appeals and Included in DSEIS - Summary Conclusion
. DSEIS only addresses issues of 2004 ROD identified by Court of Appeals as deficient
. DSEIS appears to adequately address these issues
. Changes are to management unit designations
. No change to proposed actions described in 2004 ROD
DSEIS and Reeder Reservoir Sediment TMDL Connection
. TMDL sets strict sediment loading capacity, no significant increased delivery to reservoir over that
which would occur naturally.
. TMDL developed with full acknowledgement of MASA expansion project
. TMDL utilizes sediment modeling results from the MASA expansion FEIS
CITY COUNCIL STUD Y SESSION
April 19. 2010
Page 3 of 4
. DSEIS only resulted in change to management unit designation, not project design; therefore, no
need for revised sediment modeling
Sediment modeling incorporated aspects of soils, slope, land cover, etc., but did not rely on
management units; therefore, again no need for revised modeling
The Forest Service based the modeling on the actual geography of the location not the map designation.
. TMDL notes need for NPDES 1200-C permit (erosion control permit) prior to MASA construction
TMDL and WQMP acknowledge proposed design features, mitigation measures, and monitoring
to control erosion and likelihood of no long-term increase in sediment input
Summary
. DSEIS adequately addressed issues identified by Court of Appeals
No changes to proposed project resulted Gust management unit designations)
. Therefore, likely no need to comment on specifics ofDSEIS
. However, open comment period provides opportunity for City concerns to be included in the public
record
Comment Recommendations
To foster good communications and successful project implementation:
. Establish coordination committee between Forest Service, City, and Mt. Ashland Assoc. to discuss
project on an on-going basis (e.g. monthly during pre- and post-construction periods, and weekly
during construction)
. City should have opportunity to review and comment on project design plans (e.g. storm water
system design, erosion control plans, grading and clearing plans, etc.)
. City should have opportunity to visit project area during and post-construction
Staff explained the Forest Service declined to address global climate change because there was not'
sufficient new data specific to Mt. Ashland Ski Lodge to warrant analysis.
Seek clarification of statements in 2004 ROD that MAA required to post bond to restore SUP area in
event of bankruptcy
How will original required $200,000 bond amount be increased "proportionally" due to expansion?
. How will original required bond amount be increased to meet current day or future projected costs?
. The City requests bond to be posted prior to Forest Service authorization of expansion project
Council and staff discussed options to track the process for compliance included coordinating with Mt.
Ashland Association and making use of open comment periods. Council debated whether to add language
referencing Mt Ashland Association's economic assessment from 2004 and ask the Forest Service if the
required $200,000 for restoration was sufficient at this time.
Council directed staff to remove the first paragraph on page 6 of the Memorandum Draft Letter from Evans
and Associates to the City regarding the draft letter; "Based on the City's DEIS we believe that the
Forest Service has addressed and rectified the issues addressed by the Court of Appeals noted above,
incorporating the new areas into their proper management units. The City understands that the
analysis work did not result in modifications to the proposed project described in the FEIS, as it was
determined that proposed actions still fell within the management restrictions of the various
management units. Generally speaking, between the FEIS, DSEIS, and supporting documentation, it
appears that considerable effort has gone into analyzing and documenting potential impacts to
watershed resources and outlining the methods with which to address them, particularly at a
planning level of design."
CITY COUNCIL STUDY SESSION
April 19, 2010
Page 4 of 4
Mayor Stromberg left the meeting at 6:34 p.m.
Council noted the potential impact TMDL sedimentation standards could have on the expansion, the need
to protect the watershed and the willingness of Forest Service to work with the City without officially going
on the record.
BG IUcks/190 Vista StreetlNoted the list from the consultants was powerful but without the City's own
inspection team of specialists there was no way of knowing what was happening. Additionally, everyone's
lives have been affected by the economy and it was unrealistic to think those changes did not extend to the
proj ect.
Council will forward specific language arid additional questions to staff.
Meeting adjourned at 6:50 p.m.
Respectfully submitted,
Dana Smith
Assistant to the City Recorder
ASHLAND CITY COUNCIL MEETING
April 20, 20 I 0
Page I of 10
MINUTES FOR THE REGULAR MEETING
ASHLAND CITY COUNCIL
April 20, 2010
Council Chambers
11 75 E. Main Street
CALL TO ORDER
Mayor Stromberg called the meeting to order at 7:00 p.m. in the Civic Center Council Chambers.
ROLL CALL
Councilor Voisin, Navickas, Lemhouse, Jackson, Silbiger and Chapman were present.
MAYOR'S ANNOUNCEMENTS
Mayor Stromberg announced the Demobilization Ceremony for the 41" Brigade Combat Team of the Oregon
National Guard (11186) would occur April 24, 2010 at the Spiegelberg Stadium in Medford. The troops were
currently in Washington State reuniting with their families, managing their finances and making education
arrangements as they return to society. Approximately 60% of the 1/186 returning will be unemployed.
Annual Appointments to various Commissions were completed this meeting and vacancies on the Historic, Housing,
Planning and Tree Commission were announced.
Mayor Stromberg noted that agenda item number 3. Should Council approve Second Reading of an ordinance
amending AMC Chapter 14.06 relating to water curtailment? under ORDINANCES, RESOLUTIONS AND
CONTRACTS would move to the end of the ordinances to accommodate the ordinances regarding classification of
offenses.
SHOULD THE COUNCIL APPROVE THE MINUTES OF THESE MEETINGS?
The minutes of the Study Session of April 5 , 20 I 0 and Regular Meeting of April 6, 2010 were approved as presented.
SPECIAL PRESENTATIONS & A WARDS
Mayor Stromberg presented the Ragland Ward to the "Ashland Food Project," and introduced Paul Giancarlo and
John Javna who shared the Ashland Food Project's mission and described the program.
Division Chief Fire Marshal Margueritte Hickman introduced the new Community Emergency Response Team
(CERT) Coordinator Richard Randelman.
CONSENT AGENDA
1. Will Council approve the minutes of Boards, Commissions, and Committees?
2. Does Council wish to approve the Mayor's recommendations for the Annual Appointments to the various
Commissions, Committees, and Boards?
3. Should Council approve a resolution authorizing the City Administrator, Finance Director, or designee to
enter into a Full Faith & Credit financing agreement to refinance the DEQ loan that was used to construct
the Wastewater Treatment Plant and to dedicate ongoing Food & Beverage Tax proceeds allocated to the
Wastewater Fund to pay annual debt service?
4. Does Council wish to appoint Donna Rhee, Southern Oregon Land Conservancy, to the Ashland Water
Advisory Committee (A W AC) for the Water Master Plan update?
5. Will Council approve a contract with StreamFix in an amount not to exceed $75,000 to design and
facilitate the development of the Ashland Creek Bank Restoration Project near Water Street?
6. Should the Council acceptthe 2010-2011 Certified Local Government grant of$15,360 from the Oregon
State Historic Preservation Office for historic preservation activities?
7. Should Council re-allocate $16,500 in unused Community Development Block Grant - Recovery Act
Funds, previously awarded to the Public Works Department for ADA accessibility improvements along
ASHLAND CITY COUNCIL MEETING
April 20. 2010
Page 2 of 10
Iowa Street, to the Conservation Division for Weatherization and Energy Efficiency upgrades to homes
occupied by low-income homeowners?
City Recorder Barbara Christensen and Councilor Chapman requested that Consent Agenda items #2 and #7 be
pulled for discussion.
Councilor Navickas/Jackson mls to approve Consent agenda items 1 and 3-6. Voice Vote: all A YES. Motion
passed.
Ms. Christensen explained the Audit Committee appointment was included in the annual appointment in error and
Council would receive a separate communication regarding appointment to that Committee at a future meeting.
Councilor Jackson/Chapman mls to approve Consent Agenda item #2 minus the Audit Committee
appointment. Voice Vote: all AYES. Motion passed.
Councilor Chapman suggested moving the $16,500 unused CDBG-R funds to the Adult Disability Act (ADA)
improvements throughout the City by placing the funds in Community Development Block Grants (CDBG). Staff
explained the $16,500 was stimulus funds and a timeline was involved.
Councilor ChapmanNoisin mls to approve Consent Agenda item #7. Voice Vote: all AYES. Motion passed.
PUBLIC HEARINGS
1. Should Council adopt the Draft 2010-2014 Consolidated Plan for the use of the City's allocation of
Community Development Block Grant Funds? [30 Minutes]
Senior Planner Brandon Goldman provided the staff report and explained the plan would set spending priorities for
future years. Housing Program Specialist Linda Reid further explained the five-year plan would prioritize the
spending ofthe CDBG funds through goals. Each objective had to benefit low to moderate-income people, aid in the
prevention or elimination of slums or blight and meet a need having a particular urgency. Council could allocate
funds to Adult Disability Act (ADA) projects in the 5-year plan as well.
Public Hearing open: 7:25 p.m.
Public Hearing closed: 7:25 p.m.
Councilor JacksonlLemhouse mls to approve revised Consolidated Plan for CDBG Funds.
DISCUSSION: Councilor Jackson and Voisin expressed appreciation to staff for their efforts in creating the plan.
Councilor Chapman opposed the plan, thought the overhead was too high, and did not have enough public
participation. Roll Call Vote: Councilor Voisin, Jackson, Silbiger, Navickas and Lemhouse, YES; Councilor
Chapman, NO. Motion passed 5-1.
2. Will Council award $168,484 in Community Development Block Grant funds as recommended by the
Housing Commission and Staff?
Senior Planner Brandon Goldman explained staff received uncontested applications from Ashland Supportive
Housing and St. Vincent de Paul with a combined total less then the full award. Housing Program Specialist Linda
Reid explained St. Vincent de Paul Home Visitation Program applied for the grant to fund emergency rental and
utility assistance and counseling to .households to prevent homelessness. Ashland Supportive Housing applied to
receive funds to repair an existing unit to be used as a respite home to serve 416 special needs developmentally
disabled individuals annually.
Public Hearing open: 7:32 p,m.
Rich Hansen/585 Pierce Road, Medford/St. Vincent de Paul/Applied for the $30,000 Services Grant to help
expand the St. Vincent de Paul Visitation Program. The goal is to help low-income families in crisis with rent,
ASHLAND CITY COUNCIL MEETING
April 20. 20 I 0
Page 3 of 10
utilities and other essentials to avoid homelessness. The Outreach Program assisted 590 families last year and they
anticipate helping 620 this year. Of the groups helped, 60% live within Ashland City limits. He went on to describe
how the program works.
Sue Crader179 Nutley Street/Ashland Supportive Housing (ASH)/Explained ASH has provided services to adults
with developmental disabilities' since 1982.. She shared history on the property, the need for respite care and
described what would be rehabilitated in order to open for services. Additionally, the project would create nine jobs.
Public Hearing closed: 7:39 p.m.
Councilor Chapman supported both proposals but wanted to divert the remaining $27,623 to ADA improvements
instead of weatherization. Staff could provide a project list and determine low and moderate-income areas where the
improvements would apply.
Councilor NavickasNoisin m/s to approve award of $30,000 to the St. Vincent de Paul Home Visitation
Program for emergency rental and utility assistance and $110,861 to Ashland Supportive Housing for
rehabilitation of an existing dwelling to be used as a respite home for people with disabilities. DISCUSSION:
Councilor Navickas thanked both organizations for submitting applications and commented on the valuable services
they provide. Councilor Voisin noted the Society of St. Vincent De Paul was.a Ragland award recipient.
Roll Call Vote: Councilor Navickas, Chapman, Voisin, Silbiger, Lemhouse and Jackson, YES. Motion passed.
Councilor Chapman/Lemhouse m/s to direct Public Works staff to work with Housing staff on an immediate
need list for ADA requirements that have not been addressed in the City and spend the remaining $27,623 for
that list. DISCUSSION: Councilor Navickas was sympathetic to providing ADA accessibility but weatherization
would address the Council goal of Tier Two Power needs as well as the regressive and excessive nature of the Electric
Users Tax. Councilor Jackson acknowledged the need for ADA improvements but supported using the funds for
weatherization. Councilor Voisin would not support the motion because it was important to provide some of the.
citizens with the ability to weatherize houses to keep energy bills low and there were few sources to assist those in
need of various forms of weatherization. Councilor Lemhouse supported using the funds for ADA accessibility
improvements. Staff explained the total allocation for weatherization was $50,000 and would affect 17 households on
the Ashland Low Income Energy Assistance Program and save approximately $400 per house annually in energy
costs. The additional $27,623 would add another 9 or 10 houses for weatherization. Councilor Chapman provided an
example of an immediate need for an ADA improvement that entailed of adding tree grates to enable easier access.
Councilor Navickas commented on administrative efficiency. Roll Call Vote: Councilor Chapman, Silbiger and
Lemhouse, YES; Councilor Navickas, Voisin and Jackson, NO; Mayor Stromberg broke the tie with Ii YES
vote. Motion passed 4-3.
3 What direction does Council have on the proposed 2010-2020 SOU Campus Master Plan and
implementing ordinances?
Councilor Voisin declared a conflict of interest and requested Council to recuse her from the discussion.
Councilor ChapmanlNavickas m/s to recuse Councilor Voisin from participating due to a conflict of interest.
DISCUSSION: Councilor Jackson questioned Planning Actions and Comprehensive Planning Activities meant to
exclude employees of an organization doing a Master Plan. City Administrator Martha Bennett explained under
Oregon Ethics Law SOU as Councilor Voisin's employer created a conflict of interest. Voice Vote: all AYES.
Motion passed.
Councilor Voisin left the meeting at 8:05 p.m.
Mayor Stromberg called the Public Hearing to order at 8:06 p.m. for Planning Action No. 2009-00817 - A request
for adoption ofthe Southern Oregon University Campus Master Plan 2010-2020 as part of the City's Comprehensive
Plan. (This plan replaces the previously adopted 2000-2010 Campus Master Plan.) COMPREHENSIVE PLAN
ASHLAND CITY COUNCIL MEETiNG
April 20. 2010
Page 4 of 10
DESIGNATION: Southern Oregon University; ZONING: S-O.
ABSTENTIONS. CONFLICTS. EX PARTE CONTACTS
Councilor Jackson and Chapman noted familiarity with the campus. Mayor Stromberg disclosed conversations with
Rivers Brown who had voiced concern with encroachment on his property and potential issues with the community
garden that did not bias him or his ability to make an impartial decision.
Mayor Stromberg announced all participants have the right to rebut and can challenge or discuss the issues revealed in
the Ex Parte contacts during Public Testimony. He went on to state the applicable substantive criteria as Ashland
Municipal Code 18.108.170 Legislative amendments and noted the guide handout.
CHALLENGES - None
STAFF REPORT
Community Development Director Bill Molnar explained the State Planning Program requires universities within
urban growth boundaries to coordinate their planning with the City Planning Department to ensure their Master Plans
are consistent with the local Comprehensive Plan and City ordinances. He provided a presentation on the SOU
Master Plan 2010-2020 Update that included:
. Prior Planning Efforts
. Procedure
. Faculty Housing
. Faculty Housing - Ashland/Mountain & Henry Street - Commission Recommendations:
. Detail Site Review Zone - SOU Amendment
Mr. Molnar explained the Detail Site Review Zone was a narrow band of 150 feet depth along the commercial
corridors. The transition between zones would still require site review approval, be subject to SOU Guidelines,
documents as well as City landscaping and orientation standards.
. Housing & Student Life - Ashland Street - Commission Recommendations:
. SOU Campus - Parking Standards - Commission Recommendations
. SOU Master Plan Update: Transportation Demand Management (TDM) - Commission Recommendations
Mr. Molnar clarified there was no specific housing density requirement on the SOU campus; it would depend on
parking and transportation issues. However, SOU was anticipating three story buildings for high-density housing
along Ashland Street.
Councilor Jackson/Chapman mls to extend public hearing until 9:30 p.m. Voice Vote: all AYES. Motion
passed.
APPLICANT'S PRESENTATION
Liz ShelbylSOU Chief of StafflExplained the outreach process used to inform the community and adjacent property
owners during the Master Plan process.
Eric RidenourlSERA Architects/Represented the applicant and addressed the Council. Mr. Ridenour stated the
Master Plan elements and major goals were driven by retention, recruitment, and fiscal responsibility. He indicated
the Campus/SO Zoning area and that the University had no plans for acquiring additional land to implement the
Master Plan. He listed the key elements of the plan as follows:
. Academic Buildings: Renovation and expansion
. Athletics: Field use changes, increased access and visibility projects
. Contemporary Student Housing: North side of Siskiyou Boulevard
. Student Housing: Location, access and unit types
ASHLAND CITY COUNCIL MEETING
April 20. 2010
Page 5 of 10
Mr. Ridenour clarified the height for student housing would not exceed four stories.
. Faculty Housing: Campus-Community Edges with intent to help recruit, reduce commute, integrate
community
. Improved Gateway: West and East area
. Enhanced Pedestrian Gateway
. Sustainability Leadership
He noted the process involved in preparing the Master Plan and briefly addressed the following questions and
concerns: the Ecos Garden would remain intact under the plan, State Funds would not be used to develop the
proposed student and faculty housing and property would be subject to property taxes. Additional questions were
answered in the Planning Action packet.
THOSE WISHING TO PROVIDE TESTIMONY
Steve Vincent/580 Business Park Drive, Medford/Oregon Business Regional Manager-A vista
Utilities/Supported the SOU Master Plan and noted other campuses he has visited and explained how SOU blends
well with the community and the neighborhoods adjacent to the campus and highlighted SOU's collaborative nature.
Rick Bleiwess/I I3 I Highwood DrivelExplained SOU adds an educational and cultural dimension and bring young
people and diversity to the community. The Master Plan implements sustainability, adds jobs and better housing that
will bring more students and faculty. The SOU Theater Program is the best theater program west of the Rockies. The
Master Plan will enable the Theater Program to retain its high level of respect and education while creating proper
rooms and theater spaces through renovation. He encouraged. everyone to support the university, doing so supported
the town, the youth and the future.
Mary Margaret Modesitti/540 South Mountain A venuelOwns property adjacent to SOU and the Master Plan
incorrectly shows SOU as the owner of her property. Until similar issues like that are worked out, the plan should not
be approved. There are problems with parking and multiple housing. The theatre buildings were renovated within
the last 8 years yet dorm maintenance has been deferred for 12 years. Some students have used her personal showers
because only one was working in their dorm. SOU needed to perform due diligence. She has had to request the
university remove her property from the Master Plan three times.
Sandra Slattery/I 10 E Main StreetlIntroduced herself as a current member ofthe SOU Presidents Advisory Board,
a former member of the SOU Foundation Board and past President of the SOU Regional Advisory Board. SOU is the
largest employer in Ashland with student enrollment reaching 5,670 winter term 2010. SOU is committed to
recruiting, developing and retaining outstanding faculty and staff but housing costs and current wages have made
housing challenging. The proposed SOU Master Campus Plan will not only be the guideline for campus development
for the next 10 years but will provide the flexibility necessary to meet the changing needs of the campus. Master Plan
improvements will enrich and expand the existing educational and recreational opportunities as well as provide
student and faculty enhancements and jobs. She urged Council to endorse SOU's continued success through the
support of the Master Plan.
Carl Marsakl458 Beach Street/Owns the Beach Street Condominiums next to the Ecos garden. He noted the Master
Plan has had three options for that space and wanted confirmation that retaining the garden included the open space
and circular driveway. There was concern from the Home Owners Association because one of the options had
included high density faculty housing in that area.
REBUTTAL BY THE APPLICANT
Larry Blake representing SOU answered Mr. Marsak's question regarding the Ecos garden that there were no plans to
develop any of the land surrounding the garden. Mr. Ridenour added any development in that area would require a
separate use process.
ASHLAND CITY COUNCIL MEETING
April 20. 2010
Page 6 of 10
Mr. Ridenour addressed the ownership of properties issue, eXplaining the distinction between actual SOU land and
the SO-Zone, the information came from the City GIS department and the current data in the Master Plan is accurate.
He went on to contradict earlier information regarding multiple housing on Henry Street, indicating a sector
immediately to the west of that area indentified for potential university land. Faculty village housing was included in
the Master Plan out of recognition of the fact SOU needs to track and retain faculty housing.
Mr. Blake clarified that in the Oregon Revised Statutes (ORS) the provision for "approved campus boundaries" it is
common for campuses to indicate a zone for possible expansion in the future and noted an area west of campus that
extends to the south and east where historically boundaries have been expanded. Currently there was no intention of
purchasing any additional property over the next 10 years. It was unclear why portions of the approved campus
boundary were rolled into the City's SO-Zoning map because they are not owned by the university.
CLOSE PUBLIC HEARING and RECORD - 9:08 p.m.
ADVICE FROM LEGAL COUNSEL AND STAFF
Mr. Molnar explained how the zoning affects property owners who want to develop their land. Seven parcels under
private ownership were identified that appear within the boundaries of the SO-Zone. The purpose of the SO-Zoning
district essentially applies to properties owned by the Board of State Higher Education. The Master Plan does not
show any change to land use so the properties remain as is and can be developed like any other residential property
until the SOU approaches them to purchase their property. Staff will review the ordinance to ensure the private
property has a zoning designation that allows them to do what they need to do. The east and west gateways are in the
conceptual stage and may have design changes to Siskiyou Boulevard but would require work through the City and
Oregon Department of Transportation (ODOT) and could be addressed during the Transportation System Plan.
Council supported the Plan and noted concerns regarding parking, private property showing in the SO-Zone and
housing density. Staff will ascertain density in transition zones, look at options like staggering masses and determine
if faculty housing in the proposal includes families with children. .
Councilor N avickasILemhouse mls to tentatively approve the 2010-2020 Campus Master Plan Update with the
modifications suggested by the Planning Commission and direct staffto prepare an ordinance for first reading
for adoption of the Plan and continue the hearing to May 18, 2010. DISCUSSION: Councilor Navickas
appreciated the focus not being on parking but expressed concern using green space for development instead of
existing parking lots. Looking at the Plan without demanding the retention of parking lots could have opened up
creative opportunities for faculty housing.
Roll Call Vote: Councilor Navickas, Silbiger, Chapman, Lemhouse and Jackson, YES. Motion passed.
Councilor Voisin returned to meeting at 9:36 p.m.
ORDINANCES. RESOLUTIONS AND CONTRACTS
1. Should Council approve Second Reading of an ordinance amending Chapter 9 concerning weed
abatement?
City Attorney Richard Appicello read the ordinance title aloud.
Bill Heimannl647 Siskiyou BoulevardlRequested reinstating certified mailing for weed abatement violation in the
ordinance.
Councilor JacksonIVoisin mls to approve Ordinance #3009. Roll Call Vote: Councilor Silbiger, Navickas,
Chapman, Jackson, Voisin and Lemhouse, YES. Motion passed.
2. Should Council approve Second Reading of an ordinance amending adding a uniform violation abatement
procedure to the Ashland Municipal Code?
ASHLAND CITY COUNCIL MEETING
April 20, 2010
Page 7 of 10
City Attorney Richard Appicello read the ordinance title aloud. He explained that notices under 2.31.010 are required
certified mail return receipt requested in accordance to 1.08.005 (E).
Councilor JacksonlLemhouse mls to approve Ordinance #3010. Ron Call Vote: Councilor Voisin, Chapman,
Jackson, Lemhouse, Silbiger and Navickas, YES. Motion passed.
3. Should Council approve First Reading of an ordinance amending Chapter 1.08 to add provisions
concerning the classification of offenses, and move the ordinance on to Second Reading?
a. Should Council approve First Reading of an ordinance amending Chapter 4 to add provisions
concerning the classification of offenses, and move the ordinance on to Second Reading?
b. Should Council approve First Reading of an ordinance amending Chapter 6 to add provisions
concerning the classification of offenses and move the ordinance on to Second Reading?
c. Should Council approve First Reading of an ordinance amending Chapter 9 to add provisions
concerning the classification of offenses and move the ordinance on to Second Reading?
d. Should Council approve First Reading of an ordinance amending Chapter 10 to add provisions
concerning the classification of offenses and move the ordinance on to Second Reading?
e. Should Council approve First Reading of an ordinance amending Chapter 11 to add provisions
concerning the classification of offenses, and move the ordinance on to Second Reading?
f. Should Council approve First Reading of an ordinance amending Chapter 13 to add provisions
concerning the classification of offenses, and move the ordinance on to Second Reading?
g. Should Council approve First Reading of an ordinance amending Chapter 14 to add provisions
concerning the classification of offenses, and move the ordinance on to Second Reading?
City Attorney Richard Appicello provided a presentation on Classification of Offenses that included the following:
An City ordinance offenses have $500 maximum fine and $362 base fine (amount on front ofticket) ($317 plus
$45 surcharge)
. Dog loose in park - $362.00
. Illegal Cross Connection - $362.00
. Unnecessary Noise - $362.00
. Failure to pay food 7 Beverage taxes - $362.00
Oregon Uniform Citation and Complaint
. Smith, John - AMC 10.68.200 A. Dogs not permitted in City Park - Base Fine: $362.00
. 4/20/1 0 9:00 AM Ashland Municipal Court (2009 surcharges add $45 without surcharge, base fine is $317)
Proposal: 4 Classes of Offenses
. Class A $720.00 maximum
. Class B $360.00 maximum
. Class C $180.00 maximum
. Class D $90.00 maximum
. Consistent with State Law- ORS 153.018, replaces one size fits all maximum of$500 and the base fine of
$362.
Legislative decision
. City Council assigns class of offense based on community values about the seriousness of a particular offense
Example: Oregon Legislature - ORS 815.280
. No bicycle light - Class D - $90.00 max finelbase fine $97.00
Example: Oregon Legislature - ORS 471.430(1)
. Minor in possession of alcohol- Class B - $360.00 max finelbase fine $242.00
Why Class B for MIP & Class D for Bicycle Light?
. Legislative determination that Minors Possessing Alcohol is a more serious offense than not having a bicycle
light
Apply same legislative choice to City ordinance offenses
. Dog in Park - Class D - ($97.00 ticket)
. Noise Violation - Class A - ($427.00 ticket)
ASHLAND CITY COUNCIL MEETING
April 20. 2010
Page 8 of 10
. Why: Because a loud party at 2 AM disturbing your entire neighborhood is more serious than letting your
dog run in the park
Decision belongs to City Council
. Recommendations for Chapters 9, 10 and 11 are based on input from Police and Parks Department
. Recommendations from Finance and Public Works for Chapters 4, 6, 13 and 14
. Council may disagree with staff proposal to classifY "Offensive Noise" as Class A and classifY it as Class B,
CorD
Oregon Uniform Citation and Complaint
. Smith, John - ORS 815.280 (State Law) -Bicycle Equipment Violation - Light - Class D Base Fine $97.00
. (2009 surcharges not used in examples. With surcharge, base fine is $142)
Appearance Options ORS 153.061
. Appear personally on or before Court date
. Submit written request for trial
. Enter guilty or no contest plea by mail with base fine and optional written statement (unless personal
appearance is required)
Base Fine: Class D
. $45.00 foundation amount (1/2 $90 max)
. $37.00 State assessment - ORS 137.290
. $15.00 County Assessment - ORS 137.309
. $97.00 Base Fine - amount written on front of ticket (with no City assessment)
. County and State get $52.00 - City gets $45.00
Efficiency, Predictability and Fairness
Court options .
. Can summon defendant to increase fine or impose other remedy (e.g. drug and alcohol assessment for MIP)
. Can reduce fine consistent with State Law violations ORS l53.093(l)(a)
Already in Use
. 13.03.110 Class A - sidewalk regulations
. 10.44.020 Class C - nudity ordinance
. 11.22.030 Class C - Failure to carry chains
. 18.112.090 Class A- Development Code
Minimum Fine Statute - State Law for all Class A, B, C and D violations:
. "notwithstanding any other provision of law, may not defer, waive, suspend or otherwise reduce the fine for a
violation to an amount that is less than 75% of the base .fine amount" [ORS l53.093(l)(a)]
Application of Minimum Fine Class D $97 base fine
. $37 to State
. $15 to County ($52 County & State)
. $45 Remainder to City
. If Court reduces base fine to $72.75 per minimum fine statute City gets $20.75
Minimum Fine statute applies to all State Law Violations
. The minimum Fine Statute currently applies to all State Law violations [ORS} prosecuted in Ashland
Municipal Court
. Reduction of all State Law violations designated A, B, C and D limited to 25% of base fine
Minimum fine would apply same way to City ordinance violations
. Smith, John Jr. - AMC 10.68.300 A. Dogs not permitted in City Park
. Base Fine: $97.00 Minimum Fine $72.75 ($52 County & State 1 City $20.75) - surcharge not included in
this example
Mayor Stromberg suggested separating the issue of a classification system from reducing the Ashland Municipal
Court Judge's discretion and directing the City Attorney to create a classification scheme similar to the State and
include the minimum fine standard.
ASHLAND CITY COUNCIL MEETING
April 20. 2010
Page 9 of 10
Mr. Appicello clarified if a Judge reduced the fine to zero the City would still pay the State and County assessment.
Council could direct staff to adopt a four-class violation with different titles that would not follow the minimum fine
statute and allow the Judge a 50% fine reduction. Surcharges will not be in effect until20ll and will apply along
with the State and County assessment. Language could also be added stating the City is not complying with 1.50.93
Minimum Fine Statute and apply something else instead. The Court is required to follow general law when not
otherwise provided in City ordinances.
Ashland Municipal Court Judge Pam Burkholder-Turner thought the proposed ordinances would affect the integrity
of the Ashland Municipal Court and its ability to administer justice. She did not object to the classification standard
but opposed mandatory minimums because she felt it removed the Courts discretion and interfered with combining
education with enforcement. She shared examples of cases showing the need for discretion instead of minimum fines.
She suggested the following language for $500 fines: "This is the maximum fine that can be imposed. It is up to
the Judge what of that fine, if any, will be imposed or what other penalty might be imposed." She expressed
further concern the proposed ordinances focused on generating revenue and would interfere with fairly administering
justice.
Justin Rosas/604 West MainlIntroduced himself as a Public Defender in Medford and explained he was there to
partially speak for the Southern Oregon American Civil Liberties Union (ACLU) and the Municipal Court. The
proposed amendments were alarming because it removed a lot of due process and crippled the Judge's ability to
evaluate the situation of every violation. Legislature gives the Judge discretion. He noted a potential error to raise
ORS 161.615 Sub 3 from 30 days maximum punishment for a Class C misdemeanor to a maximum of 60 days that
went against State Law. He stressed the importance of open communication and that policy should not replace the
process.
Cate HartzelV892 Garden Way/Questioned whether the ordinance would have the desired affect of keeping people
from contesting sentences on violations or increase the number of people to take violations to trial because fines were
higher and noted the increase in adrninistrative costs to the City. The process of having an elected evaluator review
violations rather than having a blind policy determine the penalties was invaluable. The proposed ordinances could
motivate people to be more reckless or irresponsible because the price is fixed. She commented that other cities have
offered amnesty programs that allow people to pay lessened fines once they have accumulated a large volume of fines
and violations. Economic situation and mental health states should be considered before fines are imposed. In this
recession, it was not appropriate to lesson government costs by increasing fines on the people. Discretion should be
left to the judge and the process returned to the people and the courts.
Councilor Lemhouse expressed support and appreciation on how Judge Turner-Burkholder ran her courtroom and
explained that Municipal Court is different from other courts. It was appropriate to allow an elected Judge discretion
to respond to the community as he or she saw fit. He thought the classification system was prudent but the process
should allow the Judge discretion.
Councilor LemhouselJackson m/s direct staff to change the ordinance from A, B, C and D to 1,2,34, make
necessary changes and not adopting minimum state fines. DISCUSSION: Councilor Navickas expressed
concerns on having a classification system and repeat offenders paying only the minimum fine. He thought the
current system was adequate and worked well. Councilor Jackson clarified her intention was not to establish
minimum fines. Councilor Chapman would not support the motion because he did not have enough information to
make a decision on the matter. Roll Call Vote: Councilor Jackson, Silbiger, Lemhouse, YES; Councilor
Navickas, Voisin and Chapman, NO; Mayor Stromberg broke the tie with a YES vote. Motion passed 4-3.
Councilor JacksonlLemhouse m/s to move readings of ordinances to June 15, 2010. DISCUSSION: Councilor
Voisin explained she would not be attending the June 15,2010 meeting and wanted to be present for the discussion.
Roll Call Vote: Couucilor Jackson and Lemhouse, YES; Councilor Navickas, Voisin, Chapman and Silbiger,
NO. Motion failed 4-2.
ASHLAND CITY COUNCIL MEETING
April 20. 2010
Page 10 of 10
4. Should Council approve First Reading of an ordinance titled, "An Ordinance Establishing Fees and
Charges for Municipal Court Administration" and move the ordinance on to Second Reading?
Staff directed to bring item back for further discussion.
5. Should Council approve Second Reading of an ordinance amending AMC Chapter 14.06 relating to water
curtailment?
Item delayed due to time constraints.
ADJOURNMENT
Meeting was adjourned at 10:29 p.m.
Barbara Christensen, City Recorder
John Stromberg, Mayor
,
I. CALL TO ORDER: 6:08 PM by Matt Warshawsky who temporarily filled in for Swale.
II. APPROVAL OF MINUTES:
Minutes of February 18, 2010 were approved as submitted.
III. PUBLIC FORUM:
IV. ADJUSTMENTS TO THE AGENDA:
Grandview Drive Pedestrian Improvements were moved to the first position to accommodate the
large amount of public testimony.
V. ACTION ITEMS:
A. Grandview Drive Pedestrian Improvements
Jim Olson gave the staff report. Staff had looked at physical improvements to Grandview after
they received a petition signed by 19 residents. Easements would be needed to widen the road as
well as an extensive retaining wall system. The cost was estimated at $1.3 million which would be
funded through an Local Improvement District which now has no cap as to the property owners'
financial responsibility. The Subcommittee looked at this and other options and decided to
designate Grandview as a "shared road" (an area of road where equal priority is given to vehicle,
bicycle and pedestrian traffic). This would consist of signs, pavement markings and education. A
traffic study was conducted showing approximately 550 vpd with an average speed of 26.7 mph
which is considered a borderline higher speed problem. Staff did not recommend speed humps.
Female resident, 500 Grandview Drive, believed that the shared road designation would not help
and children were at risk as there were several school bus stops on Grandview. With continued
building, vehicles would only increase. She favored sidewalks or one way traffic.
Steph Johnson, 329 Grandview for 37 years, would vote no on a sidewalk project. She read a letter
into the record in favor of the shared road and a painted centerline from top to bottom.
Lee Perlman, 235 Sunnyview, did not receive notice of the meeting. He considered Grandview a
one and a halflane road. He did not walk Grandview because he thought it was dangerous. He also
favored a centerline. He thought there was not enough room for sidewalks, but supported widening
the travel lanes.
C:\DOCUME-l\shipletd\LOCALS-l\Tcmp\XPGrpWisc\3 18 10 TC Minutes.doc
Page I of4
Olson noted that the "Share the Road" signs would be on the shoulders. He estimated six signs
would be installed in either direction, 150' apart.
Hillary Tiefer, 565 Wrights Creek Drive, loved existing tree canopy. She recommended 15 mph
speed limit with increased police enforcement.
John Owen, 500 Grandview Drive, noted that Grandview was a wildfire evacuation route and
wondered if, considering this, speed bumps were possible. He recommended a wooden walkway
with pullouts for pedestrians and wondered about cost. Olson said a cantilever walkway would
have to be intermittent and be approved by City Council as a variance. Pedestrian pullouts could
be studied.
Mona McArdle, 352 Grandview Drive, circulated the petition requesting sidewalks. She read a
letter from Jennifer Croyle of 225 Sunnyview Drive into the record. Croyle had safety concerns for
pedestrians who used Grandview including residents, hikers and runners. She hoped stimulus
money would be available to fund sidewalks.
Nancy Soas, 300 Grandview Drive, said she and her husband Eric recommended reducing the
speed to 15 to 20 mph and speed humps. Soas favored sidewalks and noted that Grandview was a
major route to the Strawberry 1 Hald Park. She would like to see studies that showed shaITows
worked. She suggested adding fog lines for a "virtual" sidewalk.
Jennifer Carr, 388 Grandview Drive, agreed with Johnson and opposed sidewalks. She noted this
issue was discussed before and all ideas turned out to be expensive. She noted that Grandview was
not an urban area.
Dan Fellman, 352 Grandview Drive, asked about the LID on Strawberry. Olson reported that the
Strawberry LID was funded with contributions from approximately 60 lots and a private
developer. How much variation in street standards? Design must comply with the American
Disability Act and include storm drains. State and federal law removes any flexibility in design. .
Fellman sug'gested that development of Carlos Riechenhammer's two lots include upgrades to
Grandview. He was disappointed that the traffic study did not include a pedestrian count.
Commissioner Swales arrived at the meeting at approximately 6:45 pm.
Commission Discussion:
Gaffey wondered about existing trails that could serve as an alternative route for pedestrians.
Olson said none were available.
Hauck favored the suggestions of bumpouts and a centerline. Olson said effective bumpouts may
necessitate cutting into the bank. The benefit of a painted centerline was questionable.
Kat Smith, RVTD, reminded the Commission that Grandview was a "Safe Route to School" and
therefore eligible for grant money.
Heesacker wondered about "tractor bumps" that grate into the asphalt. Olson noted that the road
was chip sealed and only an inch thick; not enough for tractor bumps. Heesacker asked about
accident statistics for Grandview. Olson was not aware of any accidents. Heesacker favored the
idea of a LID.
C:\DOCUME-l\shiplctd\LOCALS-l\Temp\XPGrpWisc\3 18 10 TC Minutes.doc
Page 2 of 4
,
Motion:
Thompson moved to follow the Subcommittee's recommendation that Grandview Drive be
designated as a shared road and that staff research the feasibility of designating pedestrian refuges
using paint. Hauck seconded the motion.
Commission Discussion:
Chapman noted that the definition of "shared road" included pedestrian refuges, brochures, signs
and pavement markings. He suggested that the police increase enforcement to catch speeders. The
neighbors could also, as a group, use radar to alert the Police Department of time of day speeders
use Grandview and also build neighborhood gateway signs.
Olson was asked about the cost of the road designation. The signs cost $125 each while the
pavement markings cost $55 each. .
Vote:
Motion passed unanimously.
B. Election of Vice Chair for 2010
Thompson nominated Steve Hauck for Vice Chair. Gaffey seconded the motion and if passed
unanimously.
C. Discussion Regarding Extended Meeting Hours
Swales eXplained that Sommer sent an he and staffan email asking for the full support of the
Commission during her upcoming chairpersonship. One item she mentioned was for the ability to
lengthen the meeting time past two hours if the topic warranted it.
Thompson noted the useful life of meetings was two hours. He moved to retain the two hour limit.
Warshawsky seconded the motion.
Commission Discussion:
Hauck noted that the City Council used to make a motion to extend their meetings in 30 minute
increments. Heesacker mentioned a babysitter conflict that could be overcome if advance notice
was give~.
Vote:
Motion passed 3 votes to I.
D. Additional Bicvcle Parking at North Main Street
Associate Engineer Pieter Smeenk gave the staff report. He noted that the standard width of a
compact space was 8', Although curb stops were not planned, he thought the bike spots would be
adequately protected from vehicles.
Gaffey wished additional information regarding the unsafe parking spot to be removed. Swales
said that, although more bike spaces were nice, he agreed with Sill Sarchet's letter of February 16,
20 I 0 noting the need for an overall downtown parking plan.
Warshawsky did not think there was a downtown parking problem, that people without compact
cars would use the compact spaces; that the bike parking was too exposed; and that this project
was just a stop-gap measure.
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Page 3 of 4
Smeenk reminded the Commission that the proposed downtown parking study was rejected by the
City Council and the Commission last fall and so was not likely to be resurrected soon.
Motion:
Thompson moved to take no action on this request from staff. Gaffey seconded the motion and it
passed with five votes and one abstention.
E. Siskivou Boulevard Beacon Update
Staff reported that all four beacons were operating. The problem was fixed through the summer.
Before winter, three beacons would be hard wired to the adjacent street light for backup power.
F. Commissioner Sponsorship of Events
Olson reported that the Fire and Parks Departments were sponsoring the Bike Swap this year, but
sponsorship of other events such as Car Free Day were yet to be determined. In addition the term
"sponsorship" would need to be defined; it may mean by name only or full responsibility.
VI. NON ACTION ITEMS
A. Update on SOU Master Plan
Larry Blake, Associate Vice President for Facilities Management and Planning, reported that the
master plan was approved by the Planning Commission with a couple of transportation-related
conditions: that any future modifications to SOU's Eastern Gateway area be subject to a
transportation impact analysis, access management standards and a pedestrian safety plan. The
plan was scheduled to go before the City Council for final approval.
Gaffey expressed frustration that neighbors' comments had been addressed even before the
Transportation Commission had an initial chance to review it.
B. Transportation Svstem Plan (TSP) Update
The consultant's contract was waiting for ODOT's approval signature.
VII. INFORMATIONAL ITEMS & COMMISSIONER COMMENTS: None.
VIII. ADJOURN: 8:01 PM
Respectfully submitted,
Nancy Slocum, Accounting Clerk I
/
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Page 4 of 4
CITY OF
ASHLAND
Council Communication
Meeting Date:
Department:
Secondary Dept.:
Approval:
Ordinance Relating to Storage of Vehicles
May 4,2010 Primary Staff Contact: Richard Appicello
City Attorney's Offi E-Mail: appicelr@ashland.or.us
Police Departm Secondary Contact: Terry Holderness
Martha Benne Estimated Time: Consent
'.
Question:
Should the Council approve continuance of First Reading of an ordinance titled, "An Ordinance
creating Chapter 11.43 relating to storage of personal and recreational vehicles and amending AMC
11.24.020" from May 4,2010 to June 29, 201O?
Staff Recommendation:
Staff recommends Council continue First Reading of this ordinance to June 29, 2010.
Background:
This item was originally scheduled for the March 16,2010 Council meeting but was automatically
continued to April 6, 2010 by operation of AMC 2.04.030.E. The item was again continued [on
Consent] to May 4,2010. City Administration requested this matter be continued again to the June 29,
2010 council meeting.
Related City Policies:
NIA
Council Options:
I. Move to approve continuance of First Reading to June 29, 2010.
2. Postpone First Reading to another date certain.
Potential Motions:
Motion to continue First Reading of the ordinance to June 29, 2010.
Attachments:
None.
Page 1 of I
r.l'
CITY OF
ASHLAND
Council Communication
Continuation of Classification and Court Ordinances to July 20, 2010
Meeting Date: May 4, 2010 Primary Staff Contact: Richard Appicello
Department: Public Works E-Mail: appicelr@ashland.oLus
Secondary Dept.: NIA Secondary Contact: Megan Thornton
Approval: Martha Benne Estimated Tirne: Consent
Question:
Should the Council approve continuance of the First Reading of the nine ordinances concerning
classification of offenses and court fees frorn May 4, 2010 to July 20, 2010?
Staff Recommendation:
Staff recommends Council continue First Reading of the nine identified ordinances to July 20,2010.
Background:
The following nine ordinances were advertised for the April 20, 2010 council meeting but were
automatically continued to May 4,2010 by operation of AMC 2.04.030.E. To ensure sufficient agenda
time and to ensure Councilors can all be present, we request continuance to July 20,2010.
AN ORDINANCE AMENDING CHAPTER 1.08 OF THE ASHLAND MUNICIPAL CODE,
ESTABLISHING CLASSES OF OFFENSES, AND REPEALING AMC 10.104.010 AND AMC 11.04.010
ORDINANCE RELATING TO CLASSIFICATION OF OFFENSES, AMENDING AMC CHAPTER 4,
REVENUE AND FINANCE AND REMOVING UNNECESSARY REGULATIONS
ORDINANCE RELATING TO CLASSIFICATION OF OFFENSES, AMENDING AMC CHAPTER 6,
BUSINESS LICENSES AND REGULATIONS AND REMOVING UNNECESSARY REGULATIONS
ORDINANCE RELATING TO CLASSIFICATION OF OFFENSES, AMENDING
AMC CHAPTER 9, HEALTH AND SANITATION AND REMOVING UNNECESSARY
REGULATIONS
ORDINANCE RELATING TO CLASSIFICATION OF OFFENSES, AMENDING AMC CHAPTER 10,
PUBLIC PEACE, MORALS AND SAFETY AND REMOVING UNNECESSARY REGULATIONS
ORDINANCE RELATING TO CLASSIFICATION OF OFFENSES, AMENDING AMC CHAPTER 11,
VEHICLES AND TRAFFIC AND REMOVING UNNECESSARY REGULATIONS
ORDINANCE RELATING TO CLASSIFICATION OF OFFENSES, AMENDING
AMC CHAPTER 13, STREETS AND SIDEWALKS AND REMOVING UNNECESSARY
REGULATIONS
Page I of2
r~'
CITY OF
ASHLAND
ORDINANCE RELATING TO CLASSIFICATION OF OFFENSES, AMENDING
AMC CHAPTER 14, PUBLIC UTILITIES AND REMOVING UNNECESSARY REGULATIONS
AN ORDINANCE ESTABLISHING FEES AND CHARGES
FOR MUNICIPAL COURT ADMINISTRATION
Related City Policies:
NIA
Council Options:
1. Move to approve continuance of First Reading to July 20,2010.
2. Postpone First Reading to another date certain.
Potential Motions:
Motion to continue First Reading of the identified ordinances to July 20,2010.
Attachments:
NIA
Page2of2
rA'
CITY OF
ASHLAND
Council Communication
Charter Communications Franchise Extension A~reement
Meeting Date: May 4,2010 Primary Staff Contact: Richard Appicello
Department: City Attorney's Office E-Mail: Appicelr@ashland.or.us
Secondary Dept.: Administration Secondary Contact: Martha Bennett
Approval: Martha B Estimated Time: Consent
Question:
Should the City Council extend the Charter Communications Franchise for eighteen months to
facilitate negotiation of a new franchise agreement?
Staff Recommendation:
City Legal and Administration staff recommends approval of the attached extension agreement to
facilitate negotiations.
Background:
The Charter franchise expires on June 30, 2010. In August 2005, in accordance with the Cable
Communications Act, Charter notified the City of its intent to renew its franchise with the City. A
public notice was published inviting written and oral comments on an extension. No written or oral
comments were received by the Council on the February 21, 2006 public hearing date. In 2008 the
Council extended the existing agreernent thirteen months to facilitate negotiations. Charter has
requested an additional franchise agreement at this time. Personnel at Charter Communications has
recently changed and staff recommends the requested extension. Staff further recommends, given the
lapsed time, that any further extensions or franchise agreement approvals involve at least one public
hearing.
Related City Policies:
AMC Title 16.
Council Options:
(1) Grant an extension.
(2) Grant less than the requested extension.
Potential Motions:
Council: Motion to approve attached Extension Agreement.
Motion to approve an extension of _ months to Charter franchise.
Attachments:
Extension Agreement
Page 1 of 1
r~'
FRANCHISE EXTENSION AGREEMENT
WHEREAS, Falcon Cable Systems II, L.P., locally known as Charter Communications ("Charter")
currently holds a cable franchise with the City of Ashland, Oregon ("City"), dated February 5, 2004
("Franchise"); and
WHEREAS, Charter's Franchise with the City expired on June 1,2008; and
WHEREAS, the City initially extended the term of the Franchise until June 30, 2009, and Charter
requested a subsequent extension until June 30, 2010; and
WHEREAS, the City and Charter have begun informal renewal negotiations in accordance with Section
626(h) of Title VI of the Communications Act of 1934, as amended and the parties continue to reserve all rights
under the formal procedures of Section 626 of Title VI of the Communications Act of ]934, as amended, and do
not waive any rights related thereto; and
WHEREAS, Charter has requested that the City further extend the existing franchise while a new
franchise continues to be negotiated; and
WHEREAS, it is in the public interest to further extend the current Franchise for an additional period of
time so that cable service to the public will not be interrupted.
NOW, THEREFORE, the Franchise of Charter shall be extended through December 31, 2011 or until a
new Franchise Agreement is negotiated whichever comes first.
APPROVED this _ day of
,2010.
City of Ashland, Oregon
By:
Print Name:
Title:
ACCEPTED this _ day of
Falcon Cable Systems II, L.P., lIk/a Charter
Communications
By: Charter Communications VII, LLC, its General Partner
By: Charter Communications, its Manager
By:
Print Name:
Title: President Charter Communications
West Operating Group
CITY OF
ASHLAND
Council Communication
Approval of Airport Ground Lease and SASO for Valley Investments
Meeting Date: May 4, 2010 Primary Staff Contact: Scott A. Fleury 552-2416
Department: Public WorkslEngi E-Mail: fleurys@ashland.or.us
Secondary Dept.: Legal Secondary Contact: Mike Faught
Approval: Martha Benn Estimated Time: Consent
Question:
Will Council approve a City of Ashland Municipal Airport Ten (10) Year extension to a ground lease
as well as a Specialized Aviation Service Operator Agreement (SASO) for Valley Investments?
Staff Recommendation:
Staff recommends approval ofa City of Ashland Municipal Airport Ten (10) Year extension to a
ground lease as well as a Specialized Aviation Service Operator Agreement (SASO) for Valley
Investments.
Valley Investments currently has a set of eleven privately-owned set of "T" hangars and a ground lease
from the City of Ashland that is set to expire June 30, 20 10. The current ground lease is an extension
that was granted to Valley Investments on July I, 2000. Staff and the Airport Commission recommend
the City Council grant Valley Investments an additional extension to a ten year ground lease beginning
July I, 2010 and ending June 30, 2020.
Background:
The goal of the Ashland Municipal Airport is to become self sufficient. Revenue sources for the
Airport include: aircraft fuel sales, Specialized Aviation Service Operator agreements (SASO), tariffs
from freight operations, fees from aircraft tie downs, along with fees from hangar leases and rentals.
The Council sets these rates and fees based on the recommendations of staff and the Airport
Cornmission. The Fixed Base Operator (FBO) is responsible for collecting and monitoring these fees.
Fees and rates are adjusted each year to keep pace with inflation and increased operating costs. Hangar
rentals and leases provide a majority of the revenue rnaking it important to establish the proper balance
between need, availability and financial impact to ensure a steady revenue stream to the City.
Since the Airport's beginnings, major improvernent projects at the Airport (totaling over $4,000,000)
have been funded by grants from the Federal Aviation Administration (FAA) and the Oregon
Department of Aviation (ODA). Accordingly, the City must follow the Fair and Equitable Treatment
Act developed by the FAA as well as a list of assurances that the City will provide basic Airport-
related services and will continue to operate the Airport in accordance with FAA requirements and .
standards including treating everyone using the Airport fairly and grant no special privileges to tenants.
It is important for the hangar lease agreements to reflect all of these conditions.
In 2009 the Legal Department and the Airport Commission worked to develop an updated standard
lease template to use for all future leases at the Ashland Municipal Airport. There are two types of
leases used at the Airport, one for a City-owned hangars and the second for a privately-owned hangar
like those owned by Valley Investment. The price varies with each of the two ground lease options
Page I of2
I
~~,
CITY OF
ASHLAND
from 19.1 cents per square foot per year to 44.9 cents per square foot per year. The rate for these leases
adjusts each year based on the January CPI-U index.
The ground lease for Valley Investments was prepared using FAA conditions and the Airport lease
template approved by the Council in 2009. In addition to the ground lease, Valley Investments will
also need an approved Specialized Aviation Service Operator Agreement (SASO), an additional
agreement for entities that perform an aviation-related service. Staff and the Airport Commission
recommend approval of the ground lease extension and SASO agreement in order to the meet the
Airport goal of financial self sufficiency.
Related City Policies:
The City, through its City Council, is empowered to approve documents relating to leasing City owned
property.
Council Options:
. Council may approve the Valley Investments Ground Lease and SASO as presented;
. Council may approve the Valley Investments Ground Lease and SASO with modifications;
. Council may reject the Valley Investment Ground Lease and SASO and return to staff with
additional direction.
Potential Motions:
. Move to approve Valley Investments Ground Lease and SASO;
. Move to approve Valley Investments Ground Lease and SASO with modifications;
. Move to reject the Valley Investment Ground Lease and SASO and return to staff with
additional direction.
Attachments:
. Valley Investment Ground Lease
. Valley Investment SASO
. Airport Map Valley Investment Hangars
Page 2 of2
~~,
LESSOR: LESSEE: Alan DeBoer dba Valley Investments
CITY OF ASHLAND, (CITY) Address: PO Box 249
ADMINISTRATION DEPARTMENT Ashland Oregon 97520
Contact: Public Works Director
20 East Main Street, Ashland, Oregon 97520
Telephone: 541/488-5587 Fax: 541/488-6006 T elephone:541/488/3695 Fax: 541/482/1841
, E-mail: awdbtnlaol.com Reaistration #:
AIRPORT POINT OF CONTACT:
Robert Skinner, Fixed Base Operator Teleohone: 541/482-7675
403 Dead Indian Memorial Hiahwav, Ashland OR 97520
AIRPORT HANGAR LEASE ABSTRAC'(
ASHLAND MUNICIPAL AIRPORT
..
......c.:.A.'.:,
City-owne~ T changar. . .
(Month-tocmonth. .c...... .
rental)' .
B
';':'."
.:,..':.;.....:,....;.,.', '
PrivatElIYcowned, "
hangar,gr()lmd .Iease
Ol)ly,l)1il)il)1umsi.ze .60
X40hangar. ." ....
(MulticYll<lrterl)1)
Size: 16.573 .
"(square feet)
City-owned, privately built
Box Hangar. (month to
month rental)
2. Starting date of lease: Julv 1. 2010
3. Ending date of lease: June 30. 2020
(leave blank if month-to-month lease).
4. Estimated initial base rental rate: $ 7535.58 per month@circle one).
Based on (C o@$MQ1per square foot. Actual rate will be established by approved Council
Rate Sheet on file.
A Heat Source
B Bathroom
C Office Space
.Ol/sq-ft x~=~
.03/sq-ft x =
.25/sq-ft x =
Totalsl ............. I tel \ p,. Imonth
(Note: rate adjustment is made July 1 every year according to master rates established by City
and in accordance with Master Hangar Lease Agreement. All rentals and lease's rates will be
updated to reflect new rates.)
5. Security Deposit Received:
Date:
,,-,11\
Amount:
,
NIA-
6. Description of Premises Leased/Rerited: II \-\"-,, ~a.,.." c... 1\, "'\,0'1 t
7. Value of Improvements (Lease Option C or D): 017.,,\ ..sil 0
8. Yes, I have received a copy of the airport rules entitled "Minimum Standards for
Commercial Aeronautical Activities, Ashland, Oregon"
9. Yes, I have read and agree with, and have received a copy of, the City of Ashland
Master Hangar Lease Agreement.
10. Activities may require a separate SASO lease: See section 5.3 of lease.
. '. , . < b 62<<", L.l 0</-e/? _
Lessee Signature: V 1'1110'1 I Vlu-e .,,{. In.-".'>) (, 1 Date: 3- (> ,~ - I 0
Printed Name: po, q\-N 'D~ ~()" 1<':
Page 1 of 1 - Airport Hangar Lease AbstractG:\pua.WRKS\ENG\DEPr-ADMIN\AIRPIOEBOER LEASE 2010 NEWlDEBOER MASTER HANGAR LEASE WITH
Approved by:
Title:
for City of Ashland.
Date:
GitY.l.J~~Qnly:/i "'c... .. '///I~s~[ahc:~c.e6ifi~t~FJ~c:eiv~~."
"\'::Yahoci.co;n'.i3usi~bssU(;ens~:Requii~cl: ."
o
o
~".':.:i :,"<: ,',,':;
,;"C_;.,_:..."-:,,.:::;,_.
::',':-,.:.,:;\',:"':',:':''-'
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n.,..::....::::",,,_.,,:.,::,:,'
Page 1 of 1 - Airport Hangar Lease AbstractG:IJ>UB-\NRKS\ENGIDEPT-ADMINV\IRP\OEBOER LEASE 2010 NElMDE80ER MASTER HANGAR lEASE WITH
ASHLAND MUNICIPAL AIRPORT
MASTER HANGAR LEASE AGREEMENT
THIS AGREEMENT is entered into between the CITY OF ASHLAND, OREGON, by and through the
City Council, hereinafter referred to as Lessor, and the Lessee.
1. Lease Abstract City and Lessee have signed a Master Hangar Lease Abstract ("the
abstract") which contains individual terms specific to the particular hangar or ground being
leased. By signing the abstract, City and Lessee have agreed to the terms and conditions of
this Master Hangar Lease Agreement.
2. Description of leased premises. City leases to Lessee a part of the Airport described in the
abstract ("the premises") and identified on Exhibit A.
3, Lease Fees. An initial rental is established as set forth in the abstract and shall be paid in
advance at the office of the fixed base operator (see Airport Contact Person listed in the
abstract)
3.1 Periodic rent increase. For month-to-month rentals, the rental fee is subject to
adjustment on July 1 of each year at the option of the City and is payable, monthly in advance,
on the first day of each month.
3.2 Annual rent increase. For other than month-to-month rentals, the rent shall increase
annually on July 10f each year, but not decrease, based on the previous calendar year's
Consumer Price Index ("CPI"). The CPI will be calculated on the difference between January
of the prior year and January of the current year. The adjustment will be the increase in the
CPI using the All Urban Consumers (CPI-U), U.S. City Average, CPI--Allltems Index as
published by the Bureau of Labor Statistics of the United States Department of Labor. If the
CPI is no longer being published, then the Index shall be the figure reported in the U.S.
Department of Labor's most recent comprehensive official index then in use and most nearly
answering the description of the CPI. All sums resiJiting from the computation of annual lease
fees shall be rounded up to the nearest whole dollar.
3.3 Past due fees. Lease fees will become past due ten days past the due date and the
Cily will charge interest of 1.5% per month on past due lease fees.
3.4 Securitv Deposit. For month-to-month rentals, Lessee shall pay a deposit in the amount
of one month's rent to secure Lessee's compliance with all terms of this agreement. The
deposit shall be a debt from City to Lessee, refu'ndable within 30 days after expiration of the
lease term or other termination not caused by Lessee's default. City may commingle the
deposit with its funds. Lessee shall not be entitled to interest on the deposit. City shall have the
right to offset against the deposit any sums owing from Lessee to City and not paid when due,
any damages caused by Lessee's default, the cost of curing any default by Lessee should City
elect to do so, and the cost of performing any repair or cleanup that is Lessee's responsibility
under this agreement. Offset against the deposit shall not be an exclusive remedy in any of the
above cases, but may be invoked by City. at its option, in addition to any other remedy
provided by law or this agreement for Lessee's nonperformance. City shall give notice to
Lessee each time an offset is claimed against the deposit, and, unless the agreement is
terminated, Lessee shall within 10 days after such notice deposit with City a sum equal to the
amount of the offset so that the total deposit amount, net of offset, shall remain constant
throughout the agreement term.
3.5 Improvement Fee. For leases which require Lessee to construct a hangar, Lessee may
be required to pay a non-refundable improvement fee at the time of executing the lease
abstract. The fee shall be used by City to make improvements at the airport.
Page 1 of 10 - AIRPORT MASTER LEASE
4. Term. The term of this lease is month-to-month (unless otherwise specified in the abstract)
commencing on the date specified in the fronl page abstract. A month-to-month lease may be
terminated by the Lessee at any time upon 30 days prior written notice to the City. The City
may only terminate the lease for cause as specified in Section 16 of this lease. For other than
month-to-month leases, the term commences and ends on the dates specified in the abstract
and a Lessee not in default shall have the first right of refusal to lease the premises from the
City at the rates and terms then in effect as established by the City.
5, Use of Premises. Except as provided in this paragraph, the premises shall be used only for
the storage of aircraft. No commercial activities. includina but not limited to aircraft mechanical
or maintenance work or repair or service. are to be conducted on the premises unless
otherwise permitted under section 5.3. The preceding sentence does not apply, however, to
. work, maintenance, repair or service on aircraft owned by the Lessee. Other items of personal
property may be stored temporarily when such storage in no way interferes with the normal
storage area of the aircraft in the hangar, and does not otherwise violate this rental agreement.
5.1 Flammables and explosives prohibited. Lessee shall not store any flammable or
explosive liquids or solids within the premises. For the purpose of this rental agreement.
"flammable or explosive liquids or solids" shall not apply to fuel or other flammables contained
within any airplane placed in the hangar. Fueling of the aircraft while in the hangar is strictly
prohibited.
5.2 Pets and animals prohibited. Lessee shall not. without the City's written consent keep
any pets or animals on the premises. If allowed, Lessee agrees to be liable for damage to the
premises or other persons caused by the pet or animal.
5,3 When commercial activities permitted. For other than month-to-month rentals, Lessee
may conduct airport related commercial activities upon obtaining a business license, as
specified in the "Minimum Standards for Commercial Aeronautical Activities, Ashland.
Oregon", and entering into a Specialized Aviation Service Operator (SASO) lease agreement,
which allows the Lessee to operate as a Specialized Aviation Service Operator in accordance
with current adopted standards.
5.4 When vacant hanaar not permitted. For month-to-month rentals, any hangar that
remains vacant of any aircraft for more than five months shall be a violation of this lease.
6. Rights Reserved to the City. The City reserves the following rights:
6.1 Improve landina area. The right to develop or improve the landing area of the airport
without interference or hindrance of the Lessee, .
6.2 Maintain airport. The right, but not the obligation, to maintain and keep in repair the
landing area of the Airport. together with the right to direct and control all activities of Lessee.
6.3 Protect airport. The right to take any action considered necessary to protect the aerial
approaches of the airport against obstruction, together with the right to prevent Lessee from
erecting, or permitting to be erected, any building or other structure on the Airport which, in the
opinion of the City. would limit the usefulness of the Airport and constitute a hazard to aircraft.
6.4 Temporarv closures. The right to temporarily close or to restrict the use of the Airport or
any of the facilities for maintenance, improvement, or for the safety of the public.
7. Compliance with laws. Lessee shall comply with:
7.1 The current adopted, or any future, "Minimum Standards for Commercial Aeronautical
Activities, Ashland, Oregon" (Minimum Standards) are part of this lease agreement. If this
lease and the Minimum Standards conflict in the requirements for the Lessee, the Minimum
Standards take precedence. .
Page 2 of 10 - AIRPORT MASTER LEASE
7.2 All federal, state, county, and city laws, orders and ordinances, and rules and
regulations. Including but not limited to all rules and regulations of the Oregon Department of
Aviation and the Federal Aviation Administration.
8. Lessee compliance with environmental laws. As used in this paragraph, the term
"hazardous material" means any hazardous or toxic substance, material, or waste, including,
but not limited to. those substances, materials, and wastes listed in the United States
Department of Transportation Hazardous Materials Table (49 C.F.R. ~ 172.101) or by the
United States Environmental Protection Agency as hazardous substances (40 C.F.R. Part 302)
and any amendments, ORS 466.567, 466.205. 466.640 and 468.790 and regulations of the
Oregon State Department of Environmental Quality, petroleum products and their derivatives.
and such other substances, materials and wastes as become regulated or subject to cleanup
authority under any environmental laws. Environmental laws means any federal, state, or local
statutes. regulations, or ordinances or any judicial or other governmental orders pertaining to
Ihe protection of health, safety, or the environment.
8.1 Lessee's compliance with laws and permits. Lessee shall cause the premises and all
operations conducted on the premises (including operations by any subtenants) to comply with
all environmental laws.
8.2 Limitation on uses of hazardous materials. Lessee shall not use or allow any agents,
contractors or subtenants to use the premises to generate, manufacture, refine. transport.
treat. store, handle, recycle, release or dispose of any hazardous materials, other than as
reasonably necessary for the operation of Lessee's activities as contemplated under this lease.
8.2.1 Disposal and contamination clean-up. Lessee shall be responsible for disposing
of all hazardous materials in compliance with environmental laws, and Lessee shall be
responsible for any environmental clean-up of the premises that is necessary due to
Lessee's activities.
9. Title to Improvements. For Type C leases, upon completion of construction and issuance of a
certificate of occupancy. improvements included in the Hangar Construction Requirement
including any further improvements to the premises approved by the Airport Commission, shall
become property of City, free and clear of all claims of Lessee, anyone claiming under Lessee
or caused, permitted or suffered to attach through Lessee. Lessee or anyone claiming under
Lessee, shall indemnify and defend City against all liability and loss arising from such claims.
10. Maintenance. Lessee shall keep and maintain the premises and all improvements in good and
substantial repair and condition, including the exterior condition. The City shall make all
necessary major repairs and alterations not directly attributable to Lessee's negligence, and
shall maintain the premises and all improvements in compliance with all applicable building
and zoning laws and all other laws, ordinances, orders and requirements of all authorities
having or claiming jurisdiction. Lessee shall provide proper containers for trash and garbage
and shall keep the premises free and clear of weeds, rubbish, debris, and litter at all times. City
shall have the right.to conduct reasonable inspections and investigations of the premises and
the operations conducted on the premises at any time, and from time to time with reasonable
advance notice, and Lessee shall cooperate fully with City during such inspections and
investigations.
11. Utilities, Lessee shall promptly pay any charges for electricity, water and sewer, and all other
charges for utilities which may be furnished 10 the premises at Lessee's order or consent.
12. Liens, Taxes. Lessee shall pay all sums of money that become due for any labor, services.
materials, supplies. utilities, furnishings. machinery or equipment which have been furnished or
Page 3 of 10 - AIRPORT MASTER LEASE
ordered by Lessee which may be secured by lien against the premises. Lessee shall pay all
real and personal property taxes assessed against the premises. such payments to be made
no later than November 15 of the year in which the taxes become due and payable, and will
submit a copy of the receipt for the taxes to the City's Director of Finance.
13. Insurance. Lessee shall obtain and maintain continuously in effect at all times during the term
of this lease, at Lessee's sole expense, the following insurance:
13.1 Comprehensive insurance. Owner's, landlord and tenant or premises insurance
protecting City and its officers, agents and employees against any and all liabilities that may
allegedly in any way relate to the operation by Lessee, this insurance to be in the minimum
amount of $1 ,000.000. combined single limit coverage. Such limit shall automatically increase
in the event of any change in the provisions of ORS 30.270, or in the event these limits are
found to be not totally applicable to a city.
13.1.1 All policies shall include the City. its officers, commissions, elected officials,
employees and agents as additional insureds.
13.1.2 A certificate evidencing such insurance coverage shall be filed with the City
prior to the effective date of this lease, and such certificate shall provide that such
insurance coverage may not be canceled or reduced or changed in any way adverse to
the City without at least 30 days prior written notice to the City. The policy shall be
continuous until canceled as stated above. If such insurance coverage is canceled or
changed, Lessee shall, not later than 15 days prior to the termination or change in the
insurance coverage, file with the City a certificate showing that the required insurance
has been reinstated or provided through another insurance company or companies.
Cancellation or termination of the policy shall terminate the lease.
In the event Lessee shall fail to furnish the City with the certificate of
insurance required, City may secure the required insurance or self-insure at the sole
cost and expense of Lessee. and Lessee agrees to reimburse City promptly for the cost,
plus ten percent of the cost for City administration.
13.2 Property Insurance. Lessee shall bear the expense of any insurance insuring the
personal property of Lessee on the premises against such risks. but Lessee shall not be
required 10 insure his personal property.
,
14. Indemnification. Lessee will defend, indemnify and save City, its officers, employees and
agents harmless from any and all losses, claims. actions, costs, expenses, judgements,
subrogations, or other damages resulting from injury to any person (including injury resulting in
death,) or damage (including loss or destruction) to property, of whatsoever nature arising out
of or incident to this lease. Lessee will not be held responsible for damages caused by
negligence of City.
15. Damage or Destruction of Premises.
15.1 For other than month-to-month rentals, if the premises or any improvements are
damaged or destroyed by fire or other casualty, Lessee shall:
15.1.1 Promptly repair, rebuild or restore the property damaged or destroyed to
substantially the same condition consistent with the applicable building codes; and
15.1.2 Apply for any net proceeds of insurance resulting from claims for such losses.
as well as any additional money of Lessee necessary.
If the damage or destruction which occurs is such that the cost of repair, rebuilding or
restoration of the property damaged or destroyed exceeds 50% of the fair market value of the
improvements, Lessee shall have the option within 60 days from the date of damage or
destruction, to notify City in writing whether or not Lessee elects to repair. rebuild, or restore in
Page 4 of 10 - AIRPORT MASTER LEASE
accordance with paragraph 15.1 or to terminate this lease. Upon giving such notice to
terminate, this lease shall terminate on the date specified in the notice and City shall be
entitled to the net proceeds of insurance.
15.2 For month-to-month rentals, Lessee shall be responsible for damage or destruction to
the premises or any improvements resulting from Lessee's operations. or anything done or
permitted by Lessee under this lease.
16. Events of Default. The following shall be events of default:,
16.1 Default in Rent: Failure of Lessee to pay any rent or other charge within ten days after it
is due.
16.2 Default in Other Covenants: Failure of Lessee to comply with any term or condition or
fulfill any obligation of the lease (other than the payment of rent or other charges) within 30
days after written notice by City specifying the nature of the default. If the default is such that it
cannot be completely remedied within the 3D-day period, this provision shall be complied wilh
if Lessee begins correction of the default within the 3D-day period and proceeds in good faith
to effect the remedy as soon as practicable.
16.3 Insolvencv: Insolvency of Lessee and assignment by Lessee for the benefit of creditors;
the filing by Lessee of a voluntary petition in bankruptcy; an adjudication that Lessee is
bankrupt or the appointment of a receiver of the properties of Lessee; the filing of an ,
involuntary petition of bankruptcy and failure of the Lessee to secure a dismissal of the petilion
within 30 days after filing; attachment of or the levying of execution on the leasehold interest
and failure of the Lessee to secure discharge of the attachment or release of the levy of
execution within ten days.
17. Remedies on Default. In the event of a default. the City at its option may terminate the lease
by notice in writing by certified or registered mail to Lessee. The notice may be given before or
within thirty days after the 'running of the grace period for default and may be included in a
notice of failure of compliance. If the property is abandoned by Lessee in connection with a
default, termination shall be automatic and without notice.
17.1 Damaaes. In the event of termination of default, Cily shall be entitled to recover
immediately the following amounts as damages:
17.1.1 The reasonable cost of re-entry and reletting including the cost of any clean
up. refurbishing, removal of Lessee's property and fixtures, or any other expense
occasioned by Lessee's failure to quit the premises upon termination and to leave the
premises in the required condition. any remodeling costs. attorney fees, court costs,
broker commissions and advertising cost.
17.1.2 The loss of reasonable lease fee value from the date of default until a new tenant
has been or, with the exercise of reasonable efforts could have been secured.
17.2 Re-entrv After Termination. If the lease is terlTl-inated for any reason, Lessee's liability to
City for damages shall survive such termination, and the rights and obligations of the parties
shall be as follows:
17.2.1 Lessee shall vacate the premises immediately, and within 60 days remove
any property of Lessee including any fixtures which Lessee is required to remove at the
end of the lease term, perform any cleanup, alterations or other work required to leave
the property in the condition required at the end of the term. City may re-enter. take
possession of the premises and remove any persons or property by legal action or by
self-help with the use of reasonable force and without liability for damages.
17.3 Relettina. Following re-entry or abandonment, City may relet the premises and in that
connection may:
Page'5 of 10 - AIRPORT MASTER LEASE
17.3.1 Make any suitable alterations or refurbish the premises, or both, or change
the character or use of the premises, but City shall not be required to relet for any use
or purpose (other than that specified in the lease) which City may reasonably consider
injurious to the premises, or to any tenant which City may reasonably consider
objectionable.
17.3.2 Relet all or part of the premises, alone or in conjunction with other properties,
for a term longer or shorter than the term of this lease, upon any reasonable terms and
conditions, including the granting of some lease fee-free occupancy or other lease fee
concession.
18. Assignment of Interest or Rights. Neither Lessee or any assignee or other successor of
Lessee shall sublease, assign, transfer or encumber any of Lessee's rights in and to this lease
or any interest, nor license or permit the use of the rights granted except as provided in this
paragraph, Lessee shall not assign all or any part of its rights and interests under this lease to
any successor through merger, consolidation, or voluntary sale or transfer of substantially all of
its assets, without prior written approval of the City. Written approval of the City shall not be
unreasonably withheld.
18.1 Richt of first refusal. For other than' month-to-month rentals. City shall have the following
described right of first refusal with respect to the interest of Lessee under this lease after the
expiration of the lease term and all extensions authorized under this lease:
18.1.1 Lessee shall not sell, sublease. assign or transfer to anyone other than City,
unless Lessee shall have first communicated to City, by written notice, a written offer to
sell, sublease, assign or transfer this lease or any interest, which offer shall specify, in
commercially reasonable detail, the price, terms and conditions upon which Lessee is
willing to sell, sublease, assign or transfer this lease or any interest.
18.1,2 City shall have a period of 30 days, following the notice. within which to
accept the offer by giving Lessee written notice of acceptance. If the offer is accepted,
the parties shall be obligated to close the sale, sublease. assignment or transfer in
accordance with the terms of Lessee's offeL Closing shall occur within 60 days following
acceptance or within such longer closing period as may be specified in the offer.
18.1,3 If City does not accept the offer, Lessee may sell, sublease, assign or transfer
the lease or any interest to any other party, provided that such a sale must be
consummated within 60 days following the earlier of the expiration of the 30 day
acceptance period specified in paragraph 18.1.2 for the offer or the date of any written
rejection of the offer by City, and for and upon the same price, terms and conditions as
those specified in the offer.
18.1.4 City's rights under this paragraph shall apply to any subsequent or
contemporaneous offer made to Lessee or Lessee's successor or successors in
interest.
18.1.5 For the purposes of this subparagraph. a devise under a will by the Lessee
shall not be considered a sale, sublease, assignment or transfer.
18.2 Option to Purchase Lessee's Interest. For Type C leases, in addition to the
right of first refusal described above, City shall have the exclusive right and option to purchase
all of Lessee's right under this lease upon the following terms and conditions:
18.2.1 If City exercises this option, the purchase price during the initial year of this
lease for Lessee's rights under this lease will be the actual reasonable construction cost
of the hangar plus 10%. The purchase price during each subsequent year shall be the
purchase price determined in the immediately preceding sentence less 1/251h of such
purchase price for each full year the lease has been in effect.
18.2.2 This option shall be exercised by written notice given by City to Lessee at any
time, which notice shall specify that City has elected to exercise this option.
Page 6 of 10 - AIRPORT MASTER LEASE
18.2.3 Closing shall occur as soon as possible following exercise of this option by
City and, in any event, not later than the 35th day following the date of exercise of this
option.
18.2.4 At closing, Lessee shall deliver to City a duly executed and acknowledged
statutory quitclaim deed quitclaiming all of Lessee's rights and interest in the premises
free and clear of all liens and encumbrances of Lessee. anyone claiming under Lessee
or caused, permitted or suffered to attach through Lessee.
18.2.5 At closing, City shall pay to Lessee in cash the entire amount of the purchase
price.
18.2.6 City's rights under this paragraph shall apply to any successor of Lessee and
shall apply whether or not City exercises its rights under the right of first refusal
paragraph. City may not exercise its rights under this paragraph while the Lessee who
signed this lease is in possession and has not sold, subleased, assigned or transferred
its interest in the lease. For the purposes of this subparagraph, a devise under a will by
the Lessee shall not be considered as sale. sublease. assignment or transfer.
18.3 Subleases without consent. Lessee may sublease portions of the premises for the
purpose of placing other aircraft within the hangar without consent of City.
19. Nonwaiver. Waiver by either party of strict performance of any provision of this lease shall not
be a waiver of or prejudice the party's right to require strict performance of the same provision
in the future or of any other provision.
20. Consent of City, ,Whenever consent, approval or direction by the City is required, all such
consent, approval or direction shall be received in writing from the City Administrator.
21. Hangar Construction Requirements. The Hangar Construclion Requirements are
incorporated into this Agreement and shall apply to any construction that takes place on the
leased property.
22. Notices. All notices required under this lease shall be deemed to be properly served if sent by
certified or registered mail to the last address previously furnished by the parties. Until changed
by the parties by notice in writing, notices shall be sent to:
CITY: LESSEE:
City of Ashland At address shown on abstract.
Attn: City Administrator
20 E. Main Street
Ashland, OR 97520
ORDER
Pursuant to ORS 271.360 the governing body hereby approves and authorizes the terms of this lease
as set forth above. .
LESSOR:
Mayor/Mayor's Designee, City of Ashland
Date
Page 7 of 10 - AIRPORT MASTER LEASE
END OF AIRPORT MASTER HANGAR LEASE AGREEMENT
Page 8 of 10 - AIRPORT MASTER LEASE
CITY OF
ASHLAND
SPECIALIZED AVIATION SERVICE OPERATIONS LEASE AGREEMENT
FOR THE ASHLAND MUNICIPAL AIRPORT
This Lease is between the City of Ashland ("City") and Alan DeBoer dba Valley Investments
("Lessee"), and it is effective on July 1. 2010 for the Original Property.
RECITALS:
A. City is the owner of the Ashland Municipal Airport (further referred to in this lease as
"the airport".)
B. On the date of the aforementioned Building Permit. the City and Lessee entered into
a Lease of real property described in the attached Exhibit A (further referred to as "Original
Property"), The "Original Property" lease is not affected by this lease agreement.
C, The City of Ashland, through its Airport Commission, has adopted the Oregon
Department of Aviation Minimum Standards for Commercial Aeronautical Activities as shown
in their Oregon State-Owned Category IV Airports (dated April 17, 2002) adopted by the City
Council on June 21. 2002 as they now exist or as they may be changed in the future.
D. Lessee desires to now be authorized as a Specialized Aviation Service Operations
(SASO) as defined in the Oregon Department of Aviation Minimum Standards, (further
referred to as "Minimum Standards").
E. The City is willing to authorize Lessee as a SASO and 10 lease additional property 10
Lessee for this purpose.
City and Lessee agree:
1. Description of leased premises. In addition to the Original Property, City leases to
Lessee space for increased use at the airport, supplementary parking and landscaping in
the amount of 1,0 times the Original Property Hangar footprint, or 16,573 SF X 1.0 =
16,573 SF as shown on the attached drawing (to be defined as the "Leased Property" for
this SASO Agreement); located as a part of 391E12 Tax Lot 301.
2. Term. The term of this lease shall commence at 12:01 AM on July 1, 2010, and the
lease shall continue for a period of 10 years or as long a commercial operation exists.
2.1 Extension of Agreement. The term of this lease shall be the same as the
term of the associated ground lease for the Original Property. otherwise known as the
Airport Master Lease, or until a commercial operation no longer exists, whichever comes
first, if no material breach exists or continues in the performance of any of the provisions
o,f this agreement. Any extension of this lease shall be as provided in this section.
2.1.1 The renewal terms shall be on the terms, covenants and conditions as
the parties may mutually agree.
2.1.2. Lessee shall exercise the process for a renewal in the following
manner: At least 60 days prior to the expiration of the term, Lessee notifies Lessor in
writing of its election 10 exercise the process to renew the term of this lease.
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2.1.3. Upon the giving of such notice, this lease, subject to the parties
agreement on the terms, covenants and conditions shall Be deemed to be renewed
and the term renewed for a period of ten years from the date of expiration of the
preceding term.
3. Lease Fee to City.
3.1 Base Lease Fee. During the original term, Lessee shall pay to City as base
lease fee the sum of $0.193 (based on the January 2010 All Urban Consumers Consumer
Price Index for the fiscal year starting July 1,2010 through June 30. 2011) per square foot of
the Leased Property, rounded up to the nearest dollar, per year in advance, Lease fee shall
be payable on the date this lease is executed to the City of Ashland, attention Public Works
Director. Subsequent annual payments shall be made on this date each year during the term
of this lease. First year's base lease fee is $0.193 x 16,573 SF = $3,198.59 rounded up to
$3,199.00
3.1.1 Periodic lease fee increase. The base lease fee is subject to
adjustment on July 1 of each year at the option of the City and is payable, monthly in
advance. on the first Clay of each month.
3.1.2 Annual lease fee increase. The lease rate shall increase annually on
July 1 of each year, but not decrease, based on the previous calendar year's
Consumer Price Index ("CPI"). The CPI will be calculated on the difference between
JanuarY of the prior year and January of the current year. The adjustment will be one
increase in the CPI using the All Urban Consumers (CPI-U), U.S. City Average, CPI--
Allllems Index as published by the Bureau of Labor Statistics of the United States
Department of Labor. If the CPI is no longer being published. then the Index shall be
the figure reported in the U.S. Department of Labor's most recent comprehensive
official index then in use and most nearly answering the description of the CPI. All
sums resulting from the computation of annual lease fees shall be rounded up to the
nearest whole dollar.
3.1,3 Past due fees. Lease fees will become past due ten days past the due
date and the City will charge interest of 1.5% per month on past due lease fees.
3.2. Proration of Lease Fee, If the Lessee terminates the single commercial
activity or limited aeronautical commercial services that made this lease necessary, the
Lessor shall prorate the lease fee using the first date for which the Lessee no longer carried
on the activity as the end date of the lease: The Lessee must submit proof acceptable to the
Lessor that the activity was discontinued on a date certain to establish the end date for the
lease.
3.3. Records. Lessee shall keep proper books of account and other records
pertaining to gross receipts and render monthly statements of gross receipts at the time
monthly payments of percentage fee are due. The books and records shall be kept or made
available at a location reasonably accessible to City, who may inspect all such books and
records, and copies of Lessee's federal and state income tax returns for relevant years. at all
reasonable times to verify Lessee's gross receipts. Lessee shall submit to City a copy of any
sales report filed by Lessee with any local, state or federal taxing authority promptly after
filing.
3.4. Continuous Operation, Lessee shall occupy the Original and Leased
Property continuously for the purpose stated in this lease and carryon business during the
hours customary in comparable businesses similarly situated with adequate inventory and
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personnel. This shall not prevent Lessee from closing for brief periods when reasonably
necessary for inventory, repairs, remodeling (when permitted), or other legitimate purpose
related to the business carried on, or when closure is the result of a labor dispute, however
caused, or other factors not within Lessee's control. .
3.5. No Partnership. City is not by virtue of this section a partner or joint venturer
with Lessee in connection with the business carried on under this lease, and shall have no
obligation with respect to Lessee's debts or other liabilities, and no interest in Lessee's
profits.
4. Purpose. Lessee shall provide a service at the airport solely for the uses and purposes
relating to conducting the business of a Specialized Aviation Service Operations (SASO)
as described in the Minimum Standards as they now exist or as they may be required to
be changed in the future by the Oregon Aeronautical Division or the FAA. Any other
changes to these standards shall not apply to Lessee unless mutually agreed upon. As a
SASO, lessee shall provide:
4.1 Aircraft Storaae and Hanaars, An aircraft storage and hangar service
operator leases and rents hangars, multiple T-hangars, and/or shade hangars
to aircraft owners or operalors solely for aircraft storage purposes. The aircraft
storage and hangar service operator shall comply with all of the requirements
in the minimum standards. (see also 14 CFR 43)
5, FAA Exclusive Riqhts Prohibition. Nothing contained in this agreement shall be
construed to grant or authorize the granting of exclusive rights within the meaning of
section 308 (a) of the Federal Aviation Act of 1958 as amended.
5,1 City shall require of other lessees or permittees at the airport to comply with
substantially the same requirements of Lessee, if applicable, as set forth in this lease, City
shall enter into such leases or grant such permits in a manner so as to not favor any lessee
or permittee over Lessee under this lease. It is the intent of the parties that City treat Lessee
on an equitable basis with other lessees and permittees of City so that Lessee is not put in
an unfair advantage.
6. Insurance. Lessee shall obtain and maintain continuously in effect at all limes during the
term of this agreement, at Lessee's sole expense, the following insurance:
6,1 Comprehensive Insurance. Comprehensive general liability insurance
protecting City and its officers, agents and employees against any and all liabilities that may
allegedly in any way relate to the operation by Lessee, this incurrence to be in the minimum'
amount of $1,000,000 combined single limit coverage. Such limit shall automatically
increase in the event of any change in the provision of ORS 30.270, or changes to the
Oregon Department of Aviation requirements as adopted by the City, or in the event these
limits are found to be not totally applicable to a city.
6.2 Additional insured, All policies shall include the City, its officers,
commissions, elected officials, employees and agents as additional insured.
6.3 Primary Insurance, The insurance shall be considered primary to any other
insurance of self-insurance of the City.
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6.4 Insurance Certificate. A certificate evidencing such insurance coverage
shall be filed with the City, and such certificate shall provide that such insurance coverage
may not be canceled or reduced or changed in any way adverse to the City without at least
30 days prior written notice to the City. The policy shall be continuous until canceled as
stated above. If such insurance coverage is canceled or changed, Lessee shall, not later
than 15 days prior 10 the termination or change in the insurance coverage. file with the City a
certificate showing the required insurance has been reinstated or provided through another
insurance company or companies. In the event Lessee shall fail to furnish the City with the
certificate of insurance required. City may secure the required insurance or self-insure at the
sole cost and expense of Lessee. and Lessee agrees to reimburse City promptly for the cost,
plus ten percent of the cost for City administration.
Lessee and Lessee agrees to reimburse City promptly for the cost, plus ten percent
of the cost for City administration.
7. Indemnification. Lessee will defend. indemnify and save City, its officers. employees and
agents harmless from any and all losses, claims, actions, costs. expenses. judgements,
subrogations, or other damages resulting from injury to any person (inCluding injury
resulting in death,) or damage (including loss or destruction) to property, of whatsoever
nature arising out of or incident to this lease. Lessee will not be held responsible for
damages caused by negligence of City.
8. Additional ResDonsibilities of Lessee. Lessee further agrees to:
8.1 Utilities, Initiate, contract for, and obtain, in its name, all utility services
required on the premises, including gas, electricity, telephone, water, and solid waste
collections and services, and pay all charges for those services as they become due. If
Lessee fails to pay the charges, City may elect to apply them and the charge will then be
added to the fee installment next due.
8.2 Irrevocable Election. Make an irrevocable election (binding on Lessee and
all successors in interest under this agreement) not to claim depreciation or investment credit
with respect to any property financed with tax-exempt obligations of the City (inClUding all
property used by Lessee under this Agreement); (2) Lessee certifies to the City the term (as
defined in 168 (I) (3) of the IRS Code) is not more than 80 percent of the expected economic
life of the property used by Lessee under this Agreement (as determined in Section 147 (b)
of the IRS Code); and (3) Lessee acknowledged that it has no option to purchase any such
property.
8.3 Limited Office Space. Certify it will not use any part of the hangars, except
for office space that is de minima in size and cost and that is directly related to its day-to-day
operations at the airport as required by Section 142 (b) (2) of the IRS Code.
8.4 Prohibited Uses. Not use or permit the use of the premises as any lodging
facility, any retail facility (including food and beverage facilities) in excess of a size necessary
to serve passenger and employees al the airport, as any retail facility (other than parking) for
passengers or the general public located outside the terminal, as an office building for
individuals who are not employees of the city, or as any industrial park or manufacturing
facility. No part of the premises financed with any portion of the proceeds of any tax-exempt
obligations issued by the City shall be used to provide any airpiane, skybox or other private
luxury box, health club facility, a facility primarily used for gambling, or store the principal
G:fIIegaVMEGAN/Airport Leases/Burl BrIm Leases/New Properties SASO Lease
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business of which is the sale of alcoholic beverages for consumption off-premises as
prescribed by Section 147 (e) of the IRS Code.
8.5 Graphics and Signs. All graphics and signs on the premises shall be
consistent with the objectives and conform to the regulations for graphics and signs as
contained in the rules, regulations. and ordinances of the City of Ashland as they now exist
or may be amended in the future, and as accepted by FAA requirements.
9. Alterations or Improvements. Lessee may not make alterations or improvements
without the prior written consent of City, which consent shall not be unreasonably
withheld. Prior to any construction. construction plans must be approved by the City in
writing as to the physical and aesthetic design, site location, color landscape design,
parking, and land use. All alterations or improvements that Lessee may desire to make
to the premises shall be done by Lessee and at the expense of Lessee. The term
'improvements" means any buildings, structures, or facilities placed or erected on the
property. All, such work shall be done in a good and worker like manner in compliance
with all applicable building and zoning laws and ordinances.
9.1 Ownership of Improvements, Title to all improvements made by Lessee of
a permanent nature shall be the property of Lessee.
9.1.1 Lessee, however, shall be required to enter into a ground lease with
the City prior to any improvement being made that increases the footprint of existing
structures or that utilizes additional land at the airport. Ground lease fee shall be at
fair market rental value.
9.1.2 Prior to construction of any improvements, the parties agree to
negotiate in good faith as to ownership of the improvements to be constructed,
Unless previously agreed in writing between the parties, the improvements shall
become property of City, free and clear of all claims of Lessee. anyone claiming
under Lessee or caused, permitted or suffered to attach through Lessee upon
completion of construction and issuance of a certificate of occupancy. Lessee. or any
one claiming under Lessee, shall indemnify and defend City against all liability and,
loss arising from such claims.
9,1.3 Upkeep. The premises shall be kept in good repair, free of waste
material and debris.
10. Compliance with Laws. Lessee shall promptly observe and comply with all laws specified
below and all reasonable laws, orders, regulations, rules, ordinances and requirements of
Federal, State, County and City governments with respect to the use, care and control of
the leased premises, except in the event where Lessee reasonably objects to the
application of any such proceeds in good faith with all reasonable and necessary
diligence to protest the same and provided Lessor's interest in the premises is not
jeopardized.
10.1 Lessee Compliance with Clean Water Actfor Toxic Pollutants. The
effluent standards or prohibitions established under Section 307 (a) of the Clean Water Act
for Toxic Pollutants. Lessee shall install all facilities necessary for the operation and shall
properly operate and maintain all facilities and systems and relaled appurtenances of
treatment that are required to keep compliance with the Clean Water Act for Toxic Pollutants.
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10.2 Lessee Compliance with Americans with Disabilities Act, Lessee shall be
solely responsible for any improvements, alterations or repairs to the premises required
pursuant to the Americans with Disabilities Act.
10.3 Lessee Compliance with Environmental Laws. Definition of "hazardous
material". As used is Ihis paragraph, the term "hazardous material" means any hazardous or
toxic substance, material, or waste, including, but not limited to, those substances, material,
and wastes listed in the United States Department of Transportation Hazardous Materials
Table (49 C.F.R. 172.101) or by the United States Environmental Protection Agency as
hazardous substances (40 C.F.R. Part 302) and any amendments, ORS 466.567,466,205,
466.640 and 468.790 and regulations of the Oregon State Department of Environmental
Quality, petroleum products and their derivatives, and such other substances, material and
wastes as become regulated or subject to cleanup authority under any environmental laws.
Environmental laws means those laws sited in this subparagraph,
10.3.1 Lessee's compliances with laws and permits. Lessee shall cause the
premises and all operations conducted on the premises (including operations by any
sublenants) to comply with all environmental laws,
10,3.2 Limilation on uses of hazardous materials. Lessee shall not use or
allow any agents, contractors or subtenant to use premises to generate, manufacture,
refine, transport. treat, store, handle, recycle, release or dispose of any hazardous
material, other than at reasonably necessary for the operations of Lessee's activities
as contemplated under this agreement.
10.3.3 Citv's RiQhts. City shall have the right to conduct reasonable
inspections and investigations of premises and the operations conducted on premises
at any time with appropriate notification and from time to time. and Lessee shall
cooperate fully with City during such inspections and investigations.
10.3.4 Indemnification. Lessee agrees to defend (with counsel approved by
City), fully indemnify, and hold entirely free and harmless City from and against all
claims, judgments, damages, penalties, fines, costs, liabilities, or losses (including,
without limitation, diminution in value of premises, damage for the loss or restriction
on the use of rentable or usable space or of any amenity of premises. damages
arising from any adverse impact on marketing of space, sums paid in settlement of
claims, attorneys' fees, consultant fees, and expert fees) which arise during or after
the lease term and which are imposed on, or paid by or asserted against City by
reason or on account of, or in connection with, or arising out Lessee's generation,
manufacture, use, transportation, refinemenl. treatment, storage, or disposal of
hazardous materials, or any release of hazardous materials as a result of Lessee's
use or activities, or of Lessee's agents, contractors, or subtenants, Lessee shall not
be held responsible for damages caused by the negligence of City,
10,3.5 To the extent permitted by law, City agrees to indemnify Lessee from
and against all claims, judgments, damages, penalties, fines, costs. liabilities, or
losses (including, without limitation, sums paid in settlement of claims, attorneys' fees,
consultant fees. and expert fees) which arise during the release term and which are
imposed on, paid by. or asserted against Lessee by reason of the presence of
hazardous materials in the soil, groundwater, or solid vapor on or under the premises,
except to the extent that the hazardous materials are present as a result of Lessee's
activities on the premises, or the activities of Lessee's agents, contractors, or
subtenants.
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11. AssiQnment.
11,1 Lessee shall have the right to .assign or sublease the whole or any part of
Lessee's rights and duties under this Lease, subject to the written approval of the City, which
such approval shall not be unreasonably withheld. The City. in considering approval, may
take into consideration the experience, qualifications and financial ability of the proposed
assignee to do the obligations required of Lessee. and to operate the airport for the benefit of
the public.
11.2 For the purposes of this paragraph, the sale, assignment, transfer, or other
disposition of any of the issued and outstanding capital stock of Lessee, or a change in
principal officers or directors of the corporation, if Lessee is a corporation, or of Ihe interest of
any general partner or joint venturer or syndicate member or co-tenant, if Lessee is a
partnership or joint venture or syndicate or co-tenancy, which shall result in changing the
control of Lessee. shall be construed as an assignment of this lease. Control, as used in this
paragraph, means 50 percent or more of the voting power of the corporation.
12. Federal Preeminence. All rights, privileges and liabilities imposed by this agreement are
subject and subordinate to any conditions, restrictions, limitations, rules, regulations or
future requirements for modification of this agreement, by any agreement or contract
pertaining to the Airport between the United States Government or any other department
or agency of either the United States Government or the State of Oregon.
13. Minoritv Business Plan. As required by the FAA. Lessee agrees to the terms and
conditions of the City's adopted Minority Business Plan currently in effect with the FAA
and to be amended from time to time.
14. Tennination. This lease may be terminated upon proper notice 90 days in advance of
such termination date, and upon the following conditions:
14.1 Termination bv Lessee. This agreement shall be subject to tennination by
Lessee in the event of any one or more of the following events:
14.1.1 The abandonment of the Airport as an airport or airfield by the City,
14.1.2 The default by the City in the performance of any of the tenns,
covenants or conditions of this agreement. and for the failure to continue for a period
of 30 days after receipt of notice from Lessee concerning the default, provided that if
the remedy takes longer than 30 days. then the term of notice shall be so extended,
14.1.3 Damage to or destruction of all or material portions of the Airport, and
which are necessary for the operation of Lessee's business, and election by City not
to replace such improvements within six months after destruction,
14.1.4 The lawful assumption by the United States, or any authorized agent of
the operation, control, or use of the Airport. or any substantial part or parts, in such a
manner as to substantially restrict Lessee from conducting business operations for a
periOd of in excess of 90 days.
14.2 Termination bv Citv. This agreement shall be subject to termination by City in
the event of anyone or more of the following events:
14.2.1 Failure to pay the basic or percentage fee or failure to pay any money
due to the City as set forth in this agreement on the due date after ten days written
notice by City to Lessee.
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14.2,2 The default by Lessee in the performance of any of the terms,
covenant or conditions of this agreement (other than payment of the basic or
percentage fees or any other money due), and the failure of Lessee to remedy or
undertake to remedy, to City's satisfaction, such default for a period of 30 days after
receipt of notice from City to remedy the same, .
14.2.3 The filing of a voluntary petition in bankruptcy, including a
reorganization plan, or filing in Chapter 11 of Ihe Bankruptcy Act, and general or other
assignment for the benefit of creditors, or as adjudicated as bankrupt or if a receiver
is appointed for the property or affair~ of Lessee.
14.2.4 The failure to conduct the business or to perform any duty as required
in section 5.
15. Affirmative Action Proqram. Lessee assures that it will undertake an affirmative action
program as required by 14 CFR. Part 152, sub-part E, to insure that no person shall. on
the grounds of race, creed, color. age. national origin or sex, be excluded from
participating in any employment activities covered in 14 CFR, Part 152, sub-part E.
Lessee assures that no person shall be excluded on these grounds from participating in
or receiving the services or benefits of any program or activity covered by the sub-part.
Lessee assures that it will require that its covered sub-organizations will provide
assurances to the City that they similarly will undertake affirmative action programs and
that they will require assurances from their sub-organizations as required by 14 CFR,
Part 152. sub-part E to the same effect.
16. Taxes. Lessee covenants and agrees to pay all real and personal property taxes
assessed against the Leased Property during the term of this Lease, such payments to
be made no later than November 15th of the year in which the taxes become due and
payable, and will submit a copy of the receipt for the taxes to the City's Director of
Finance.
16.1 In the event that there is a change in the method upon which property taxes
are imposed upon the Lessee and such change increases the property tax liability of the
Lessee, City and Lessee agree to renegotiate fee payment to reflect the change,
17. Public Use. Lessee shall also have a non-exclusive right to use. in common with others,
all public airport facilities and improvements of a public nature. which are now, or which in
the future may be connected with landing, taxiing, parking areas, and other facilities.
INTENDING TO BE BOUND, the parties have executed this Agreement as of the date
written below.
LESSEE
By: City of Ashland
~,A--~~
Alan DeBoer
Martha Bennett, City Administrator
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ORDER
Pursuant to ORS 271.360 the governing body hereby approves and authorizes the
terms of this lease as set forth herein.
LESSOR:
Mayor, City of Ashland
Date
Approved as to form:
City Attorney I Date
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CITY OF
ASHLAND
Council Communication
Intergovernmental Agreement - Construction Excise Tax
Meeting Date: May 4, 2010 Primary Staff Contact: Bill Molnar
Department: Community Development E-Mail: molnarb@ashland.or.us
Secondary Dept.: Legal Secondary Contact: Richard Appicello
Approval: Martha Bennett Estimated Time: Consent
Question:
Should the City Council authorize the City Administrator to sign an Intergovernmental Agreement
between Jackson County School District #5 (Ashland School District) and the City of Ashland in
relation to collection of the Construction Excise Tax?
Staff Recommendation:
Staff recommends approval of the Intergovernmental Agreement.
Background:
The 2007 State Legislature passed Senate Bill 1036 allowing School Districts to impose a construction
excise tax (CET) on improvements to certain real property that result in a new structure or additional
square footage. The decision to impose a CET rests solely with the school district. State law then
requires the local government body that issues building permits to collect the construction taxes
pursuant to a written agreement.
At the January 11th, 2010 regular session of the Ashland School District, the School Board approved a
resolution (2009-14) establishing a Construction Excise Tax. Pursuant to Senate Bill 1036 .
(ORS320.179(2)). As local government bodies that issue building permits within the Ashland School
District, both City of Ashland and Jackson County are to enter into agreements with the School District
to collect the CET on their behalf. The CET is triggered by the new development within the school
districts boundaries and will be collected at issuance of a building permit for any non-exempt structural
permit.
The School District's Resolution 2009-014 as attached shows the rates of tax imposed on
improvements to real property that result in new structures or additional square footage. The State law
exempts a number of entities from paying the tax including:
. Private school improvements.
. Public improvements
. Residential housing that is guaranteed to be affordable
. Public or private hospital improvements.
. Religious facilities
. Agricultural buildings
. Facilities that are operated by a not-far-profit corporation and that are:
. Long term care facilities
. Residential care facilities
. Continuing care retirement communities
Page I of2
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CITY OF
ASHLAND
In 2009 the State Legislature (HB20 14) modified the original enabling legislation (ORS 320.179),
which now establishes that a city or county may retain an administrative fee of no more than 4% of the
tax revenues collected. The proposed Intergovernmental Agreement (IGA) between the City and the
Ashland School District provides for the City of Ashland to receive a 4% administrative fee for
calculating and collecting the CET.
Related City Policies:
Oregon Senate Bill 1036
Oregon House Bill 2014
Council Options:
I. The Council could decide to approve the Intergovernmental Agreement as proposed.
2, The Council could decide to approve the Intergovernmental Agreement with modifications.
Potential Motions:
I. Move to approve the Intergovernmental Agreement
2. Move to approve the Intergovernmental Agreement, with the following amendments
Attachments:
. Intergovernmental Agreement
. Ashland School District - Letter and Board Minutes
. House Bill 2014
Page2of2
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CONSTRUCTION EXCISE TAX INTERGOVERNMENTAL AGREEMENT
This Agreement is made and entered into this _ day of . 2010 by
and between ASHLAND SCHOOL DISTRICT No.5, hereinafter referred to as "School
District," and THE CITY OF ASHLAND, an Oregon municipal corporation, hereinafter
referred to as "City,"
RECITALS
A. ORS Chapter 190 authorizes City and School District to enter into written
agreements for the performance of any or all functions and activities that either
entity has the authority to perform on its own.
B. School District is authorized by ORS 320.170 to ORS 320.189, hereinafter referred
to in this IGA as the "CET law", to impose a Construction Excise Tax ("CET") to
fund capital improvements to school facilities.
C. Pursuant to the CET law, School District has adopted a resolution establishing a
CET throughout its jurisdiction. The resolution provides that the CET be
collected by the City and remitted to School District pursuant to an
Intergovernmental Agreement.
D. City and School District desire to enter into an IGA meeting the minimum
requirements of ORS 320.179, and to establish certain procedures needed to
effectively collect the CET and remit the tax to School District.
NOW, THEREFORE, in consideration for the mutual covenants contained herein the
receipt and sufficiency of which are hereby acknowledged, the City and School District
agree as follows:
1. RECITALS. The recitals set forth above are true and correct and are
incorporated herein by this reference.
2. DURATION, [ORS 190.020(1)(e)]. The term of this Agreement shall
commence and the agreement shall be effective after execution by both parties and shall
not expire until the CET expires, the statutory authority is repealed, or the IGA is
terminated by the City or the District. The parties agree to review the Agreement on or
before January 2, 2018 to determine if any changes will be necessary.
2010 City of Ashland - Ashland School District Excise Tax IGA
Page 1
3. FUNCTIONS OR ACTIVITIES, [ORS 190.020(1)].
a, The School District agrees to the following:
i.Information and Forms. School District will provide all of the
forms and information necessary to collect the CET Including a
general description of the CET, School District contact
information, an exemption request form, and a certified copy of
the Resolution establishing the CET.
ii.Refunds. School District agrees to process and issue any
required refunds of CET.
iii.Exemptions/Enforcement. If the building permit applicant
asserts that the applicant is exempt from the CET and shows
proof of filing a School District CET Exemption Form at the time
the CET would otherwise be due, City will recognize the
exemption. School District is responsible to determine the
validity of the exemption and to institute collection procedures
to obtain payment of the CET, as well as any other remedy
School District may have under law, if the applicant was not
entitled to the exemption.
iv.Payment. School District will promptly pay all invoices as
required by Section 4.
b. The City of Ashland agrees to the following:
I. Staffing. City shall provide sufficient staff to calculate and
collect the CET in accordance with the terms of this IGA. School
District shall provide sufficient staff to implement all other
aspects of the CET program established by the School District.
ii. Collection; City will collect the CET on behalf of School District
for those properties that are within the School District
boundaries and within the city limits of City when such CET is
triggered by a non-exempt application for a permit for
structural improvements regulated by the state bUilding'code.
2010 City of Ashland - Ashland School District Excise Tax IGA
Page 2
1. Applicability. The CET will apply to all non-exempt
taxable building permits as determined by the CET law,
deemed complete for processing after the collection start
date noted in subparagraph 3 below.
2. Collection shall be in conjunction with the collection of
the other building permit fees by the City. Payment shall
be in one check payable to the City of Ashland. When
the applicant pays fees with one check payable to the
City, City will direct the portion representing the CET
payment to a dedicated account line item and process a
payment to School District for all CET payments
received, at least quarterly.
111.
1. The collection start date will be July 1, 2010 following the
receipt by the City of a certified copy of School District's
approved resolution establishing the CET which is in
compliance with the CET law together with a fully
executed original copy of this Intergovernmental
Agreement. In no instance will the start date be earlier
than the effective date of the resolution adopting the
CET.
2. City will continue collection until the CET expires, the
underlying statutory authority is repealed, the program
is terminated by School District, or this IGA is terminated
by either the School District or the City as provided
herein, City and School District will monitor the CET
statute and make amendments to this Agreement as
necessary.
IV. Remittance. City will remit the collected CET to School District
by processing a City check, less the 4% administrative fee, along
with copies of completed CET collection forms or proof of filing
of a School District's CET Exemptioh Form at least quarterly.
No other CET reports are required.
v. Failure to Pay CET. The City shall collect the CET from the
building permit applicant at the time that the permit
authorizing construction subject to CET is issued. Upon refusal
or failure to pay the CET when due, or failure to provide proof
of filing the School District CET Exemption Form, the City will
2010 City of Ashland - Ashland School District Excise Tax IGA
Page 3
not issue the building permit. In no event is the City liable for
failure to collect CET when due.
VI. Records. City shall make all records relating to the building
permit authorizing construction subject to the CET and CET
collections available to School District, or its designated
auditors, as necessary for School District to audit CET
collections.
VII. Noticing. School District shall publicize all CET tax rate or
policy changes and be responsible for any required public
noticing. School District shall provide the City with a minimum
20 days advance notice of any changes
4. P A YMENTI REVENUE. [ORS 190.020(1)(a)(b)]. As consideration for the
above described services, City shall retain a 4% administrative fee as authorized by ORS
320,179. No other revenues expected to be derived pursuant to this Agreement need to
be apportioned between the parties.
5. PERSONNEL. [ORS 190.020(1)(c)]. No employees will be formally
transferred pursuant to this Agreement. School District and City are subject employers
under ORS Chapter 656, and shall procure and maintain current valid workers
compensation insurance coverage for all subject workers throughout the period of this
Agreement. This Agreement does not change the status of any employee, contractor or
officer of the respective entities.
6. REAL OR PERSONAL PROPERTY. [ORS 190.020(1)(d)]. There shall be
no transfer of title or possession to any real or personal property pursuant to this
Agreement.
7. TERMINATION. [190.020(1)(f)].
a. This CET Collection IGA will be terminated if the City of Ashland
ceases to be the issuer of permits for structural improvements
regulated by the state building code.
b. This CET Collection IGA may also be terminated by either the City or
School District for any reason upon 90 days written notice to the other
party. In addition, this Agreement may be terminated by mutual
consent of both parties; or by either party upon a default upon notice
in writing. In the event of termination of the Agreement, School
District shall pay any fee due and owing to the City and City shall
remit any tax collected on behalf of the School District to the date of
2010 City of Ashland - Ashland School District Excise Tax IGA
Page 4
termination. Such termination shall be without prejudice to any
obligations or liabilities of either p~rty accrued prior to such
termination.
'c, There shall be a default under this Agreement if either party fails to
perform any act or obligation required of that party by this Agreement.
Before declaring a default, the party claiming a failure has occurred
shall give written notice to the other party specifying the nature of the
breach with reasonable particularity. No default shall occur if the
breach is remedied with thirty (30) days after the notice is given.
d. If the breach specified in the notice is of such a nature that a remedy
cannot be completely performed within the thirty-day period, no
default shall occur if the party receiving the notice begins performance
of the act or obligation within the period and thereafter proceeds with
reasonable diligence and in good faith to effect the remedy as soon as
practicable.
e. In addition to the remedies specified elsewhere in this Agreement, if a
default occurs, the party damaged by the default may elect to
,
terminate this Agreement and pursue any equitable or legal rights and
remedies available under Oregon law.
8. HOLD HARMLESSJ DISCLAIMER To the extent permitted by the
Oregon Constitution and the Oregon Tort Claims Act, School District shall hold
harmless, defend and indemnify the City of Ashland its officers, agents and employees,
from any and all claims, demands, damages, expenses, or injuries, liability of damage
that anyone may have or assert by reason of the any error, act or omission of City of
Ashland, its officers, agents and employees in the performance of their duties under the
terms of this Agreement, except for those caused by the sole negligence of the City or its
officers and employees.. It is further agrees and understood that neither party is, by
virtue of this Agreement, a partner or joint venturing with the other party and neither
party shall have any obligation with respect to the other party's debts or liabilities of
whatever kind or nature, If any aspect of this indemnity shall be found to be illegal or
invalid for any reason whatsoever, such illegality or invalidity shall not affect the
validity of the remainder of this indemnification.
2010 City of Ashland - Ashland School District Excise Tax IGA
Page 5
9. METHOD AND PLACE OF GIVING NOTICE, SUBMITTING BILLS,
AND MAKING PAYMENTS. All notices, bills, and payments shall be made in writing
and may be given by personal delivery or by mail. Notices, bills, and payments sent by
mail should be addressed as follows:
City of Ashland
Attn: Martha Bennett, City Administrator
20 East Main Street
Ashland, Oregon 97520
Phone: 541-488-2100
Fax: 541-552-2092
Ashland Public School
Attn: Juli Di Chiro Superintendent
885 Siskiyou Blvd.
Ashland, OR 97520
Phone 541-482-2811
Fax: 541-482-2185
and when so addressed, shall be deemed given upon deposit in the United States Mail,
postage prepaid, In all other instances, noti'ces, bills, and payments shall be deemed
given at the time of actual delivery, Changes may be made to the names and addresses
of the person to whom notices, bills, and payments are to be given by providing notice
pursuant to this paragraph.
10. ATTORNEY FEES. In the event an action, lawsuit or proceeding,
including appeal there from, is brought for failure to fulfill or comply with any of the
terms of this agreement, each party shall be responsible for their own attorney fees,
expenses, costs and disbursements for said action, lawsuit, proceeding or appeal.
11. NO WAIVER. The failure by any party to enforce any provision of this
Agreement shall not constitute a waiver by that party of that provision or of any other
provision of this Agreement.
12. SEVERABILITY. Should any provision or provisions of this Agreement
be construed by a court of competent jurisdiction to be void, invalid or unenforceable,
such construction shall affect only the provision or provisions so construed, and shall
2010 City of Ashland - Ashland School District Excise Tax IGA
Page 6
,
not affect, impair or invalidate any of the other provisions of this Agreement which
shall remain in full force and effect.
13. HEADINGS.. The headings of this Agreement are for convenience only
and shall not be used to construe or interpret any provisions of this Agreement.
14. APPLICABLE LAW. This Agreement shall be governed by and
interpreted in accordance with the laws of the State of Oregon.
15. ASSIGNMENT/DELEGATION.. Ashland shall not delegate the
responsibility for providing services hereunder to any other individual or agency.
Neither this Agreement nor any of the rights granted by this Agreement may be
assigned or transferred by either party.
16. AMENDMENT, This IGA may be amended only by mutual written
agreement of the City and School District. City and School District further agree to
negotiate in good faith to amend this IGA should the CET law be amended by
subsequent legislation or judicial proceedings so that this IGA is consistent with the
most current legislation
17. MERGER. This writing is intended both as the final expression of the
Agreement between the pa~ties with respect to the included terms and as a complete
and exclusive statement of the terms of the Agreement. No modification of this
Agreement shall be effective unless and until it is made in writing and signed by both
parties,
18. OTHER AGREEMENTS. This CET Collection IGA does not affect or alter
any other agreements between School District and City.
19. BINDING EFFECT, The terms of this Agreement shall be binding upon
and inure to the benefit of each of the parties and each of their respective
administrators, agents, representatives, successors and assigns.
IN WITNESS WHEREOF, the parties hereto have caused this instrument to be executed
in two (2) duplicate originals, either as individuals, or by their officers, thereunto duly
authorized,
2010 City of Ashland - Ashland School District Excise Tax IGA
Page 7
School District No.5, Ashland, Oregon
Dated this
day of
,2010.
JULI DI CHIRO, SUPERINTENDENT
City of Ashland, Oregon
Dated this
day of
.2010.
By:
JOHN STROMBERG, MAYOR
Approved as to Form:
City Attorney
2010 City of Ashland - Ashland School District Excise Tax IGA
Page 8
AShLJAND PUBLIC SCHOJLS
BOARD OF DffiECfORS
o
RUfII ALEXANDER
CAROL DAVIS
KElTH MASSIE
HEIDI PARKER
EVASKURATOWICZ
Imp/r/llg Leamlllg for Life
FebrualY 8, 2010
Mayor and City Council
City of AsWand
20 E Main Street
AsWand OR 97520
Honorable Mayor and City Councilors:
JULI DI CHIRO
Superintendent
JILL TUlINER
Business Mflllager
SAMUEL UOGDANOVE
Director of Sludent Sen'lces
The Ashland School District is asking for approval of the Intergovernmental Agreement between
Jackson County School District No.5 (Ashland) and the City of Ashland. This Intergovernmental
Agreement sets up the process for the City to collect the School District Construction Excise tax, The
City is compensated for this collection by retaining four percent ofthe proceeds. The School Board held
a public hearing on the tax and heard pro and con comments from the public. Respecting those
comments, the School Board delayed the implementation from February until July of201O.
The 2007 Legislature passed legislation allowing for school districts to enact a constlUclion excise tax.
Some of the higWights are:
. Tax is a simple flat tax on square footage of construction;
. Tax is $1.00 per square foot for residential;
. Tax is $.50 per square foot for commercial up to a maximum of$25,000;
. Tax is added to the building permit;
. Tax can only be used on capital improvements by the District; and
. City 01' County collecting the tax is allowed to kccp four perccnt.
Thank.you for your consideration of this matter.
Sincerely,
~/l/ .
~r~
Jill TU1'ller
Business Manager
JT:ac
ADMINISTRATION BUILDING 885 SISKIYOU BOULEVARD ASHLAND, OREGON 97520 541-482-2811 FAX 541-482-2185
Ashland School District No.5, Jackson County, Oregon - The Board of Directors met in regular
session November 9, 2009, at 7:00 p.m. in the Ashland Council Chambers. Present were:
)
Keith Massie ) Chair
Ruth Alexander )
Carol Davis ) Board Members
Heidi Parker )
Eva Skuratowicz )
Juli Di Chiro, Superintendent
Jill Turner, Business Manager
Tom Knox, Certified Representative
District Administrators
Media Representative
Jeanne Peterson, Administrative Assistant
1. Call to Order
The meeting was called to order at 7:02 p.m. by Chair Massie.
II. Pledge of Allegiance
III.
Roll Check
)
A roll of the board was taken and all members were present.
IV. Welcome Visitors and Ackuowledgments
A. Vision and Mission Statement
Board members read the vision and mission statements.
V. Consent Agenda
A. Approve minutes.ofFood Service Advisory Committee Meeting of September 28,
regular session of October 12 and Capital Projects Advisory Committee meeting
of October 19,2009. ' ,
B . Personnel
1. Retirement Requests
Jeff Schlecht, Ashland High School Principal, submitted a letter of intent
to retire November 30, 2009. He further requested permission to complete
the balance of the school year on a 1039 contract.
)
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Director Skuratowicz moved to approve the consent agenda as presented. Director
Alexander seconded and the motion passed unanimously.
VI. Hear Public Requests not a part of the agenda
There were no public requests.
VIT. Public Hearing Regarding Construction Excise Tax - 30 minutes
Jill Turner provided background on the proposed construction excise tax. In 2007 the
Oregon Legislature passed a law to help school districts pay part of new facility costs.
Senate Bill 1036 allows school boards, in cooperation with cities and couinies, to tax new
residential and lIOn-residential deveiopment. This excise tax option was created with
bipartisan support by the Oregon Legislature. Agencies and groups supporting it include
the Oregon Home Builders Association, the Oregon School Boards Association, the
Confederation of Oregon School Administrators, Stand for Children and the Oregon
PTA. The Ashland School Board held a hearing regarding implementing an excise tax on
residential, commercial, and industrial development. The revenue would allow the
district to make improvements to existing sites and protect our investment. The tax
would be $1 per square foot on residential construction and 50 cents per square foot on
non-residential construction, not to exceed $25,000 per building permit or $25,000 per
'--'j structure, whichever is less. Implementing the excise tax on new construction would
) involve intergovernmental agreements among the school district and several government
entities including the City of Ashland and Jackson County.
John Schleining expressed his support for the schools. He explained that there are many
contractors and subcontractors out of work at this time. This tax would he a huge
disservice to people to pass this now during these difficult financial times. You will be
taxing people who do not have school-age children and will have no' benefit from the
school district.
Chuck Keil spoke in favor of the construction excise tax. The economy is beginning to
rebound. The schools have been shortchanged for too long. This tax will help the school
district and the students.
Darrell Boldt explained his history in Ashland and in construction. He expressed concern
for the cost involved during the present economy. It will be years before the economy is
on track again. He urged the Board to consider delaying this until the economy is better.
John Schweiger supported the proposed tax but urged the Board to talk with the City
about tbe excessive system development charges. I disagree that the economy is getting
better. Wben I heard about this proposed tax, I wondered when it will stop.
)
Keith Massie asked if it was possible to implement a tiered construction excise tax where
you start with commercial, then residential, etc. The administration will research this.
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He further asked for a breakdown on the residential and the commercial costs of this tax.
Carol Davis asked for information on the costs from the city for remodels.
)
VIII. Reports
A. Student and Staff Representative Reports
Toni Knox, Certified Representative, reported on concerns expressed by licensed
resulting from budget reductions: insufficient educational assistant time, lack of
physical space, increased parent conferences, less intervention support for special
needs students, not enough time to provide extra help to students.
B. Second Language Task Force
Michelle Zundel introduced the members of the Second Language Task Force.
Committee members referred to the Strategic Plan to utilize a task force to
research how to strengthen second language programs and provide a
comprehensive second language acquisition program for students K-12. Total
Immersion was explained and recommended. The committee reported on the
research of the efficacy of models that begin second language instrUction at the
elementary level. They recommended a sustainable program and highly qualified
second language teachers.
First Class Recommendation: Every student K-8 has the opportunity to
participate in a French or Spanish immersion program; AHS French, Spanish and
Chinese instruction Levels 1-5.
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...
.Business Class Recommendation: Magnet Spanish Immersion School K-8; FLES
for all K-5; AMS French and Spanish Language Teachers 6-8.
Economy Class Recommendation: FLES K-5 highly qualified language teachers
teach Spanish or French to all students in grades K-12.
The committee urged that these recommendations be reviewed by the district
leaders to determine if these recommendations could be considered at all during
the next budget development.
Public comment was received as follows.
Karen Preskenparen explained that she and a group of about 20 parents formed a
Spanish Play Group. She would like to have her children in an immersiOJi
program.
Mark Decker preferred having a second language program in the early years of
public instruction if you have to make a choice between that and the secondary
level. Even though the economy is difficult, he challenged the district to think
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'-') Ashland School District No.5, Jackson County, Oregon - The Board of Directors met in regular
session January 1 1,2010, at 7:00 p.m. in the Ashland Council Chambers. Present were:
Keith Massie
Chair
Ruth Alexander )
Carol Davis )
Heidi Parker 'J
Eva Skuratowicz )
Board Members
JuIi Di Chiro, Superintendent
Jill Thmer, Business Manager
Toni Knox, Certified Representative
District Administrators
Jeanne Peterson, Administrative Assistant
Media Representative
L Call to Order
The meeting was called to order at 7 :OOp.m. by Chair Massie.
II. Pledge of Allegiance
')
m.
Roll Check
A roll of the board was taken and all members were present.
IV. Welcome Visitors and Acknowledgments
A. Vision and Mission Statement
Board members read the vision and mission statements.
B. School Board Leadership Award
Juli Di Chiro stated that the Board received a School Board Leadership Award
for its past three years of training as Board Members.
V. Consent Agenda
A.
Approve minutes 'of the Food Service Committee Meetings of November 16,
November 30 and regular session of December 14, 2009. and the Capital Project
AdVisory Committee meeting of January 4, 2010.
)
The minutes of the Capital Projects Advisory Committee meeting minutes of
January 4, 2010, were corrected to reflect that Karen Clarke was present. The
5
minutes of the regular session of December 14,2009, were reflected to include
Oregon State Representative in front of Peter Buckley's name.
B . Personnel
There were no personnel items.
Director Skuratowicz moved thanhe consent agenda be approved as amended. Director
Alexander seconded and the motion passed unanimously.
VI. Hear Public Requests not a part of the agenda
There were no public requests.
VII. Reports
A. Student and Staff Representative Reports
Toni Knox, Certified Representative, reported on Martin Luther King activities
being held at Walker Elementary School, student athletic accomplishments, high
school music program, and the high school Math Program.
B.
Ballot Measures 66 and 67
Heidi Parker and Jill Turner gave a PowerPoint presentation on BaIlot Measures
66 and 67 which will be on the January 26 ballot.
C. Superintendent Report
Juli Di Chiro acknowledged that this is School Board Appreciation Month. ' She
read a proclamation for this month. She also reported on the grand opening of the
high school gymnasium/music complex and explained that the final Project
Management report wiIl be given at the February Capital Projects Advisory
committee meeting. She further reported on the status of the Ashland High
School Redesign Committee work.
VIII. Unfinished Business
A. Construction Excise Tax
Jill Turner referred the Board to Exhibit A which was included in the agenda
addendum that should be attached to the proposed Intergovernmental Agreement
with Jackson County.
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I.
Resolution #2009-13 Regarding Adoption of Facilities Plan
The following resolution was presented for the Board's consideration.
RESOLUTION #2009-13
WHEREAS, the Ashland School District, in 1995-96, working with
JGA Architects and the commnnity developed a long-term facilities
master plan, and the plan was completed on March 11 1996; and
WHEAREAS , the Ashland School District in 2004-05, worked with
DOW A Architects and the community updated the long-term facilities
master plan and created the Facility and Capacity Assessment Report
which was adopted in AUguS12005.
WHEREAS, Senate Bill 1036 (2007) allows school districts, by
resolution, to impose construction excise taxes on new construction; and
WHEREAS, Senate Bill 1036 (2007) requires school districts to adopt
the district long-term facilities plan for capital improvement prior to the
imposition of a construction excise tax.
NOW, THEREFORE, BE IT RESOLVED that the Ashland School
District adopts the August 2005 Facility and Capacity long-term
facilities plan as their lonj:-term facilities plan for making capital
improvements as requirea by Senate Bill 1036 (2007), '
Director Davis moved that the Board adopt Resolution #2009-13
regarding adoption offacilities plan as recommended. Director
Skuratowicz seconded and the motion passed unanimously by roll call
vote.
ll.
Resolution #2009-14 Regarding ConstrUction Excise Tax
The following resolution was presented for the Board's consideration.
RESOLUTION #2009-14
WHEREAS, the Ashland School District has a critical need to build
new facilities ,and improve existing school facilities; and
WHEREAS, the Oregon Legislative Assembly passed Senate Bill
1036, authorizing school districts to impose construction excise taxes
to fund capital improvements to school facilities; and
WHEREAS, pursuant to Section 5 of Senate Bill J 036 (2007), the
Ashland School District will enter into an intergovernmental
agreement with The City of Ashland and Jackson County; and
WHEREAS, pursuant to Section 5 of Senate Bill 1 036 (2007), this
intergovernmental agreement establishes: (a) collection duties and
responsibilities; (b) the Jackson County School District 5 account into
which construction tax revenues are to be deposited and the frequency
7 -
of such deposits; and (c) the amount of the administrative fee of up to
4% that the entity collecting the tax may retain to recoup its expenses
in collecting the tax. '
NOW, THEREFORE, BE IT RESOLVED as follows:
I. The rates of tax, imposed only on improvements to real property
that result in a new structure or additional square footage in an: existing
structure, with the exemptions outlined in Senate Bill I 036, are:
(a) $1 per square foot on structures or portions of structures
intended for residential use, including but not limited to single-unit or
multiple-unit housing; and
(b) $0.50 per square foot on structures or portions of structures
intended for nonresidential use, not including multiple-unit housing of
any kind. '
2. In addition, a construction tax imposed on structures intended for
nonresidential use will not exceed $25,000 per building permit or
$25,000 per structure, whichever is less.
3. For years bcginning on or after June 30, 2010, the tax rates stated
in this resolution shall be adjusted for changes in construction costs.
The Oregon Department of Revenue will detelmine the adjusted rate
limitations and report to the AsWand School District.
4. The construction excise tax shall be assessed and collected
pursuant to the provisions of Senate Bill 1036 (2007).
5. TIlis resolution takes effect on July I, 2010.
Discussion was held regarding the possibility of phasing in the
construction excise tax.
Following discussion, Director Massie moved that the school district adopt
Resolution 09-14. Director Skuratowicz seconded and the motion passed
unanimously by roll call vote.
III. Intergovernmental Agreement Between the City of AsWand and the
Ashland School District for the Collection of Construction Excise Taxes
The Intergovernmental Agreement Between the City of Ashland and the
Ashland School District for the collection of construction excise taxes was
presented to the Board for approval. Director Parker asked that the
methodology for establishing exemptions be consistent throughout the
school district.
Director Alexander moved that the Board approve the Intergoverrunental
Agreement Between the City of AsWand and the Ashland School District
for the collection of Construction Excise Taxes as reeommended. Director
Skuratowicz seconded and the motion passed unanimously.
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IV.
Intergovernmental Agreement Between Jackson County and the Ashland
School District for Collection of Construction Excise Taxes
Director Parker moved that the Board approve the Intergovernmental
Agreement Between Jackson County and the Ashland School Disl1ict for
collection of Construction Excise Taxes as recommended. Director
Skuratowicz seconded and the motion passed unanimously.
B. Board Policy Revision - First Reading
This item was tabled unti! the February board meeting so the superintendent could
provide additional infonnation to board members.
IX. New Business
A.
Annual Site Council Goals and Approval of Charters
The principals of Ashland Middle School,Bellview, Helman, Walker, and
John Muir elementary schools presenied their respective Site Council
Goals and Annual Charters and responded to questions. John Muir Site
Council members urged the Board to increase the John Muir principals full
time equivaiency to be ore aligned with the Ashland Quality Education
Model.
Director Massie moved that the Board approve the Annual Charters as
presented. Director Alexander seconded and the motion passed
unanimously.
B. Adopt Criteria for Evaluation of Superintendent
The Criteria for Evaluation of the Superintendent was amended by the Board. Juti
suggested that the Board review the board policy on the timeline for the
evaluation of the Superintendent.
Director Alexander moved that the Board adopt the amended criteria for the
superintendent's evaluation for this year. Director Davis seconded and the motion
passed unanimously.
X. Board Reports
Board members reported on the Food Service Advisory Conunillee, Scrip, AHAA, high
school open house, high school Redesign Conunillee, the upcoming election, and
appreciation of st3ff members.
9
XI. Announcements and Appointments
A. A Capital Projects Advisory Committee Meeting will be held on Monday,
February I, 2010, at 6:00 p.m. in the District Board Room. A Board Work
Session will follow to hear a report from the District Food Services Advisory
Committee.
B. OSBA Board Data Training will be held on February 4,2010 from 5:00 to 9:00
p.m. at a location to be detennin~d.
C. The next regular session will be held on Monday, February 8, 2010 at 7:00 p.m. in
the Ashland Council Chambers.
C. The Board scheduled an Executive Session in accordance with ORS 192.600
(2)(a) for February 26, 2010, at 9:00 a.m. in the District Board Room to review
executive, administrative, and certified personnel. A Work Session will follow to
discuss the evaluation process for the superintendent and to begin setting Board
Goals.
XII. Adjournment
There being no further business, the meeting adjourned at 9:25 p.m.
Respectfully submitted by Jeanne Peterson, Administrative Assistant.
Chair
Clerk
10
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J
75th ORKGON LEGISLATIVE ASSEMBLY.-2009 Regular Session
HOUSE AMENDMENTS TO
HOUSE BILL 2014
By COMMITTEE ON REVENUE
April 29
1 On ~ of the printed bill, line 2, delete "and" and insert a comma.
2 In line 3, after "320.179" insert "and 320.189".
3 Delete line.s 5 through 30 and delete ~ and insert:
4 "SECTION 1. ORS 320.170 is amended to read,
5 "320.170. (1) Construction taxes may be imposed by a school district, as defined in ORB 330.005,
6 in accordance with ORS 320.170 to 320.189.
7 "(2) [Notwithstanding subsection (1) of this section,J Construction taxes imposed by a school dis.
8 trict [mayJ must be collected, subject to ORS 320.179, by [anotherJ a local government, local ser-
9 vice district, [orJ special government body, state agency or state official that issues a permit
10 for structural improvements regulated by the state building code [pursuant to a written agree.
11 ment with a school districtJ.
12 "SECTION 2. ORS 320,173 is amended to read:
13 "320.173. Construction taxes may not be imposed on the following:
14 "(1) Private school improvements.
15 "(2) Public improvements as defined in ORS 279A.OI0.
16 "(3) Residential housing that is guaranteed to be affordable, under guidelines established by the
17 United States Department of Housing and Urban Development, to households that earn no more
18 than 80 percent of the median household income for the area in which the construction tax is im.
19 posed, for a period of at least 60 years following the date of construction of the residential housing.
20 "(4) Public or private hospital improvements.
21 "(5) Improvements to religious facilities primarily used for worship or education associated with
2'2 worship.
23 "(6) Agricultural buildings, as defined in ORS 455,315 (2)(a).
24 "(7) Facilities that are operated by a not-for-profit corporation and that are:
25 "(a) Long term care facilities, as defined in ORB 442.015;
26 "(b) Residential care facilities, as defined in ORS 443.400; or
27 "(c) Continuing care retirement communities, as defined in ORS 101.020.
28 "SECTION 3. ORS 320,179 is amended to read,
29 "320.179. (1) A school district imposing a construction tax shall impose the tax by a resolution
30 adopted by the district board of the school district. The resolution shall state the rates of tax, sub.
31 ject to ORS 320,176,
32 "(2) Prior to [adopting a resolution under subsection (1) of this sectionJ collecting a construction
33 tax, a school district shall enter into an intergovernmental agreement with each local government,
34 local service district, lorJ special government body, state agency or state official collecting the
35 tax that lestablishesJ includes:
LC 3297/HB 2014-4
1 "(a) Collection duties and responsibilities;
2 "(b) The specific school district accounts into which construction tax revenues are to be de-
3 posited and the frequency of such deposits; and
4 "(c) The amount of the administrative fee that the entity or official collecting the tax may lre-
5 tain to recoup its expenses in collecting the tax, not to exceed one percent of tax revenues.] use to
6 recoup expenses incurred in collecting the construction tax, either through retention or re-
7 imbursement. An administrative fee under this paragraph may not exceed four percent of
8 tax revenues and shall be reduced by the amount of the administrative fee, if any, established
9 under subsection (3) of this section.
10 "(3) The Department of Consumer and Business Services may establish by rule aD. ad-
11 ministrative fee of 0.25 percent of tax revenues. The administrative fee shall be collected and
12 remitted to the department by the entity or official collecting the construction tax.
13 "SECTION 4. ORS 320.179, as amended by section 3 of this 2009 Act, is amended to read:
14 "320.179. (1) A school district imposing a construction tax shall impose the tax by a resolution
15 adopted by the district board of the school district. The resolution shall state the rates of tax, sub-
16 ject to ORS 320.176.
17 "(2) Prior to collecting a construction tax, a school district shall enter into an intergovern-
18 mental agreement with each local government, local service district, special government body, state
19 agency or state official collecting the tax that includes:
20 "(a) Collection duties and responsibilities;
21 "(b) The specific school district accounts into which construction tax revenues are to be de-
22 posited and the frequency of such deposits; and
23 "(c) The amount of the administrative fee that the entity or official collecting the tax may use
24 to recoup expenses incurred in collecting the construction tax, either through retention or re-
25 imbursement. An administrative fee under this paragraph may not exceed four percent of tax re-
26 venues land shall be reduced by the amount of the administrative fee, if any, established under
27 subsection (3) of this section].
28 "l(3) The Department of Consumer and Business Services may establish by rule an administrative
29 fee of 0.25 percent of tax revenues. The administrative fee shall be collected and remitted to the de-
30 partment by the entity or official collecting the construction tax.]
31 "SECTION 5. ORS 320.189 is amended to read:
32 "320.189. Construction taxes lshallJ must be paid by the person undertaking the construction
33 at the time that a permit authorizing the construction or the expansion of square footage of a
34 facility or building is issued.
35 "SECTION 6. The amendments to ORS 320.170, 320.173, 320.179 and 320.189 by sections I,
36 2, 3 and 5 of this 2009 Act apply to the collection of construction taxes on or after the ef-
37 fective date of this 2009 &:t.
38 "SECTION 7. The amendments to OKS 320.179 by section 4 of this 2009 Act apply to the
39 collection of construction taxes on or after June 30, 2011.
40 "SECTION 8. This 2009 Act takes effect on the 91st day after the date on which the
41 regular session of t~_e Seventy-fifth Legislative Assembly adjourns sine die.".
42
HA to HB 2014
Page 2
CITY OF
ASHLAND
Council Communication
Current Year Financial Report - January through March 2010
Meeting Date: May 5,2010 Primary Staff Contact: Lee Tuneberg
Department: Administrative Se E-Mail: tuneberl@ashland.or.us
Secondary Dept.: None Secondary Contact: None
Approval: Martha Benne Estimated Time: Consent
Question:
Does Council accept the quarterly report as presented?
Staff Recommendation:
Staff recommends Council accept the quarterly report as presented
Background:
The Administrative Services Department submits reports to Council each quarter to report on budget
compliance. The report also provides information that can be used to compare current performance
with previous years and quarters.
This report includes the first nine months of the fiscal year and is an indicator of how the end of year
will look. It also is used to validate or adjust much of the information included in the proposed budget
for the ensuing year.
The reports are intended to present information in formats consistent with the department, fund and
business activity presentations included in the adopted FY 2009-2010 budget document andthe
upcoming end of year report.
Unaudited, detailed balance sheets, revenues and expenditure reports are available for your review in
the Administrative Service Department office.
Related City Policies:
City of Ashland Financial Management Policies, Budget Document Appendix
Council Options:
Couricil may accept this report as presented, recommend modifications as discussed or defer
acceptance (takes no action) awaiting further information or clarification.
Potential Motions:
This report is on the Consent Agenda and can be approved with other items. Ifremoved from the
Consent Agenda for separate discussion one of the following motions may be employed:
A. Council moves to accept the financial report as presented.
B. Council moves to accept the report as modified by discussion.
C. Council takes no action pending further information or clarification.
Page 1 of2
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CITY OF
ASHLAND
Attachments:
Attached is the City of Ashland financial report for the period ended March 31, 2010. This report
includes:
1. Financial Narrative
2. Summary of Cash and Investments as of March 31 for the last two years
3. Combined Statement of Financial Position City Wide
4. Schedule of Revenues by Fund
5. Schedule of Budgetary Compliance per Resolution #2009-15 amended by Council action for
supplemental budgets and transfers of appropriations
6. Schedule of Expenditures by Fund
The numbers presented are unaudited and unadjusted.
Page 2 of2
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Financial Narrative
Summary of Cash and Investments provides an understanding of changes in
the City's cash position across funds and investment types. The city-wide cash
balance has increased 16% or $3,077,738 between fiscal years at the end of
March. Cash balances improved $45,680 in this quarter. The total cash balance
of $22.3 million will probably remain stable through to the end of the fiscal year
but there will be significant changes in individual funds as property tax proceeds
are heavily drawn upon for operations. For example, last fiscal year the General
Fund and Ashland Parks & Recreation funds each declined over $500,000
between March 31 and June 30.
Each fund varies for its own reasons but it should be noted that only CDBG, Debt
Service and Insurance Services funds have cash balances lower than they were
last year. All others, including funds that are capital project oriented (enterprises)
are showing increased balances and reserves due to rate adjustments and
deferring most capital expenditures.
The Capital Improvement Fund cash balance increased the most, almost
doubling the prior year balance. This is due to ongoing F&B tax proceeds and
intemal charges for projects with very little (11 %) of the budget having been
spent to date. This will allow prepayment of the debt on the CDES building in the
coming year if approved through the budget process.
The distribution of cash and investment balances has changed considerably
between years. Besides having $3 million more in total cash, the City
RecorderlTreasurer has reduced the amount held in General Banking Accounts
by $770,000, added $1.8 million to the Local Govemment Investment Pool and
increased the other City Investments by $2.0 million more than a year ago.
The Combined Statement of Financial Position is similar to presentations in
the annual financial report. It is intended to provide the reader an overall sense
of the City's financial position at the present time. Unappropriated Ending Fund
Balance (EFB) is $22.5 million, about $2.7 million more than last year at this
time. The balance is 44.6% more than the budgeted city-wide EFB of $15.6
million. When budgeted, FY 2010 was expected to have $584,211 less carry
forward from FY 2009. Revenues for FY 2010 have been slightly better than
projected and departments have held costs where possible. All of these
contribute to a larger EFB at the y.. mark than budgeted for the year. This
balance should remain stable even through June, depending on tourism,
construction and capital project activities to year end.
Revenues and Budaetarv Resources at March 31, 2010 total $44,717,308 as
compared to total year-to-date requirements of $42,149,116 which results in a
$2,568,192 increase to Unappropriated Ending Fund Balance. This is $6.4
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million more (positive variance) in EFB than the City's Adopted budget of a $3.8
million reduction during the year. There are many variances, up and down,
contributing to this change but one category that accounts for most of that
amount is Capital Outlay at $6.8 million under budget. Capital project timing
during the last quarter will impact this variance as will utility sales and tax
collections from the various accounts.
Other important factors to remember are weather (water and electric revenues)
and tourism (transient occupancy and food & beverage tax revenues) that could
impact the total by year end.
FY 2009-2010 Total Revenue (on a city-wide basis) are up 2.8% over the prior
year. General tax receipts are up because of the added property tax rates levied
in 2010 for various activities, the increased TOT rate and increased revenue from
utility franchise fees. No external borrowing has been done. this year and the
$80,000 inter-fund loan was paid back to the Water Fund by the Airport Fund.
The $357,089 Transfer In primarily represents amounts paid between funds for
debt service.
Total ReQuirements are at 62.5% of the annual budget for the first nine months of
the year with Personal Services at 72.9% and Materials and Services at 69.8%.
These percentages of budget are higher than the prior year percentages
indicating a higher use of the budgeted amounts and less "spare room" in
departmental appropriations.
Debt Service is 67.3% of budget, also indicating "tighter" budgeting on what had
to be paid for the year. Since capital projects were reduced, minimizing the need
for borrowing, less was appropriated for potential debt service payments,
resulting in a higher percentage of actual to budget.
As stated above, Capital Outlay is low at 12.1 % of the annual budget and is $1.9
million less than expended in the prior year at this point in time.
BudQetarv ReQuirements activity includes the $357,089 Transfer Out mentioned
above and $80,000 paid back in internal loans. Contingency has been reduced
to $1,507,000 as of March 31 representing a reduction $213,000 (12.4%) for
unanticipated expenses. Additional transfers.from Contingency are scheduled
for May and will likely occur before the end of June to ensure budget law
compliance.
The Schedule of Revenues by Fund provides an overview of total resources by
fund for the year. Only the General Fund, Electric Fund, Insurance Services Fund
and Par1<s and Recreation Fund are above the 75% mar1<. In all four cases the
revenue streams for those funds naturally help to exceed the 75% at this point in
that they are seasonal (Electric) or rely heavily upon large tax distributions in the
first three quarters.
PallO 2 of6
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More telling information is found later in this report in the individual fund
statement narratives to help the reader get a .sense. of how the year is
progressing.
The Schedule of Budgetary Compliance is intended to present expenditures
on a budget basis by fund consistent with the resolution that adopted
appropriations for the year. (See the compliance section of the budget
document.) Appropriations are as adopted except for those adjusted by the
resolutions identified in the heading. The identified resolutions represent
supplemental budgets and transfers of appropriations to remain compliant with
Oregon Budget Law. To date many departments and funds have been adjusted
through a supplemental budget for new revenue streams like grants or loans or
unusual expenses that were addressed by a transfer from Contingency. Staff
anticipates more adjustments in the last quarter as new revenues are identified
or to protect against cost overruns.
The Schedule of Expenditures by Fund is a summary report that balances the
schedule for revenues on page 3. The totals for this report track closely with
revenues but the reader should consider the information provided below for a
better understanding of revenues and expenditures to date.
An overview by fund is as follows:
General Fund - Total revenues are 77.6% and expenditures are 69.4% with
$400,000 in Cantingency unused. Charges for Services are 79.0% and taxes are
79.1 % of budget, respectively. The budget includes a $547,292 reduction in
ending fund balance but there has been an $800,454 increase this year to date.
In the prior year the EFB reduced $100,000 in the last quarter and similar activity
in 2010 would result in a $2.8 million carry forward. ,This would require
consistent revenue streams, continued reduced expenditures and no use of the
contingency. Staff estimated the carry forward at June 30, 2010, to be over $2.1
million and that should be easily met.
CDBG Fund - Actual Revenue and Expenditures are well below budget and
consistent with activities year to date but additional expenditures and
reimbursements are expected in the last quarter of the year as part of the recent
Council approval of programs.
Reserve Fund - Newly created for FY 2010, the balance is $115,911 with 53.7%
of the Transfers In realized. Staff is projecting an EFB of approximately
$150,000.
Street Fund - A positive cash flow year-to-date has been recorded with $2.3
million in all resources and $2.0 million in operational and capital expenses.
Limited capital project expenses have occurred as some projects are delayed
and others await the master plan review. No external financing has been done.
PaRe3of6
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This fund's EFB should exceed the $2.6 million anticipated carry forward
budgeted in FY 2011.
Airport Fund - Actual Expenditures exceed revenues due to the $80,000
payback of intemal borrowing to the Water Fund. Accruals resulted in a negative
cash balance at the March 31 cut off but that shortage was resolved in April.
Capital projects for the airport are now included in the CIP Fund.
Capital Improvements Fund - Total Revenues are 39.3% in that no
Intergovemmental money for projects has been received. Likewise, very litUe in
capital project costs have been incurred, resulting in a $339,600 positive cash
flow for the year. The EFB is $1.78 million at March 31 and $2.25 million is
projected for carry forward. Tax receipts from F&B and reimbursement of
qualifying expenses on projects to date will help this fund meet that target.
Debt Service Fund - Taxes are at 92.0% of budget, Intemal charges are at
83.4% and payments on debt are 76.9% of budget. Expenditures to date exceed
Requirements by over $273,000 and staff anticipates the fund will end the year
below the budgeted fund balance of approximately $1.15 million but close to the
$743,501 carry forward budgeted to start FY 2011. This fund's EFB needs to be
increased over the next few years.
Water Fund - Resources and requirements are nearly balanced with a $54,486
negative cash flow, year to date. This is better than the prior year (if you exclude
extemal financing done in FY 2009) and was only made possible by the
significant water rate increase approved in April, 2009. Increases in the Spring of
2010 will help to restore the EFB but it still falls short of target due to restricted
balances. Staff will have to closely monitor. treatment costs and capital
expenditures to meet or exceed the $1.8 million EFB needed to start FY 2011.
Wastewater Fund - Revenues and Expenses for the year are nearly equal at the
end of the third quarter with a $104,826 positive cash flow. This was made
possible by caps on expenditures, capital projects being postponed and a
significant rate increase last Spring. The fund has a large ending fund balance at
this point of $3.8 million with about $1 million unrestricted, even after staff got
DEa to lower the reserved cash account to about $875,000. Thus, almost 97%
would have been restricted without that change and the $125,000 unrestricted
would fall short of all targets for operating EFB. Staff recommends that the City
continue to work toward a large unrestricted EFB to guard against negative cash
flows when the DEa debt service is made.
Electric Fund - Total Revenues and Expenses are nearly equal with a $106,919
negative cash flow. Sales are up $174,000 (2%) but miscellaneous revenues are
down. Expenses are up $215,000 (2.25%) over the prior year. However, the
Ending Fund Balance carried forward from FY 2009 was $258,000 greater than
budgeted for this year. These things combined cause the fund to meet the target
Palle 4 of6
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ending fund balance of approximately $1.5 million. Even with underground work
related to the 1-5 Exit 14 construction work the fund should meet the $1,779,779
carry forward proposed in the FY 2011 budget. This is facilitated by wholesale
power costs to the city being at their lowest in the last quarter of the year due to
Spring run off in the Columbia gorge, the source of our power.
Telecommunications Fund - Total Revenue is at 73.9'Yo of budget and slightly
above last year's amount with greatly reduced interest earnings and no
miscellaneous income this year. Expenditures (including this fund's $356,000
portion of the Debt Service on AFN GO bonds) exceed revenues by only $14,548
at the 75% mark. Fund balance is stable at over $915,000 and is expected to
remain that high through the end of year to help with FY 2011 debt service.
Central Services Fund - Revenues are at $4.3 million (73.7%) with Expenditures
at $4.2 million or 70.2% of budget. This results in a positive cash flow of $89,047
or $246,695 better than what was budgeted for the year. All departments are
below the 75% mark at March 31 but many are very close and are forecasting
added costs in the last quarter. The fund has needed to transfer 20% ofthe
$169,000 contingency budgeted for the year and staff expects more requests in
the next two months. Despite contingency use the fund should meet the
$244,363 carry forward projected in the Proposed FY 2011 budget.
Insurance Services Fund - Expenses total $620,683 (68.1 % of budget)
representing annual premiums being paid to date, consultant expenses and
claims costs. Revenues are $518,755 resulting in a $101,928 reduction to ending
fund balance. This is within reason of the $230,933 reduction budgeted this year
and the fund should meet the carry forward budgeted for FY 2011. This balance
is about half of what staff would recommend and we will have to monitor this fund
over the next few years to rebuild reserves needed to protect against large
claims.
Eauipment Fund - Revenues are 70.9% of the budget and Expenditures are at
50.0% resulting in a $507,476 increase in the fund balance. Equipment
replacements have lagged with a majority of the expenses for the year occurring
in the 4th quarter. The fund should come close to or exceed the amount
budgeted as carry forward in FY 2011.
Cemeterv Trust Fund - Revenues are $18,581 to date and Transfers to the
General Fund for Interest earned are $5,502. This adds $13,079 to EFB for a
total of $801,832.
Parks and Recreation Fund - Revenues are ahead of Expenditures at this point
by $956,432, primarily due to advanced collections of property taxes. Charges
for services are at $619,782 or 81.1 % but $43,000 less than the prior year.
Divisional expenses average 69.5% with reductions between years in the Parks
Division and Recreation but not in Golf. The $2.3 million ending fund balance will
PaRe5of6
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continually drop through June as expenditures funded by property taxes reduce
the amount. APRC needs approximately $1.5 million in carry forward to pay for
July through October expenses since property taxes are not received in any
sizable amount until November. Staff believes Parks will hit the carry forward
target.
Ashland Youth Activities Levv Fund - The levy ended in FY 2008 so Parks only
accounts for prior years' receipts and their distribution to the school district here
in subsequent years. The amount budgeted should reduce each year until
closing the fund is agreed upon.
Parks CapitallmDrovements Fund - Little interest earnings and no transfers in
for projects means only $4,734 in revenue. No expenditures were budgeted this
year so the EFB has grown to $171,725.
Unaudited, detailed balance sheets, revenues and expenditure reports and fund
statements are available for your review in the Administrative Services
Department office should you require any additional information.
PallO 6 of6
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City of Ashland
Summary of Cash and Investments
March 31, 2010
Balance Balance Chango From
Fund March 31, 2010 March 31, 2009 FY 2009
General Fund $ 3,113.468 $ 2,818.284 S 295.184
Community Block Grant Fund 16,735 50.950 (34.215)
Reserve Fund 115.911 115.911
Street Fund 2,736.549 2.304,003 432.546
Airport Fund (368) 84.968 (85.334)
CapitallmprovemenlS Fund 1.818.618 919.757 898.861
Debt Service Fund 799.633 1,111.149 (311,516)
Water Fund 1,972.560 1.503,849 468,711
Wastewater Fund 3.672.886 3.609,056 63.830
Electric Fund 967.584 610.002 357,582
Telecommunications Fund 797.241 647.409 '149.832
Cen~aI Services Fund 483.111 332,151 150,960
Insurance Services Fund 893,775 977,730 (83.955)
Equipment Fund 1,361.808 .1,099.752 262.056
Cemetery Trust Fund 802,898 784.015 18.883
$ 19.552.411 $ 16.853.075 S 2,699,336
ParI<s & Recreation Agency Fund 2.709.899 2.331,497 378,402
2,709.899 2.331.497 378.402
T olal Cash Distrtbution $ 22.262.310 $ 19.184.572 $ 3.077,738
Manner of Investment
Pelly Cash $ 3,210 $ 3,560 S (350)
General Banking Accounts 697.282 1.468.108 (770.826)
Local Government Inv. Pool 12,045,210 10,253.057 1.792.153
City Investments 9.516.808 7.459.847 2.056.761
Total Cash and Investments $ 22.262.310 S 19.184.572 S 3.077,738
Dollar Distribution Cash Balanco Distribution
~.n~ Cbno .
'''''' ./ulgn"onls. TI\lSl$8tll,S32.
""".- "" S4OO.~.", r '"
Insu'~e~ .... I
E~'_~(i;i ,,"""- S6.5J6~t:,.,. -.~ -..-
"""'""'"
"" . . -.$12.197,560',
OeblReserved, .- " 54%
~.......r $1.674,923.8'.4
.~ .. ou.._. AssetForteiled
,-
"" $510.929.2% $140,91",1%
,r_~~3IfY20JOQ
04'1u.'010
City of Ashland
Combined Statement of Financial Position City Wide
For the mnth month cnded March 31, 2010
/
Fiscal Year 2010 Percent Fiscal Year 2009
Year.To-Oate Fiscal Year 2010 Collec1ed I Year.T..Date
Resource Summary Ac1uals Amended Expended Balance Ac1uals
Revenues
Taxes $ 14,500,022 $ 18,157,555 79.9% $ (3,657.534) $ 13,795.535
Licenses and Permits 309.733 612,500 50.6% (302,767) 615,006
Intergovemmenlal Revenues 1,318.437 5,680.116 23.2% (4,361,679) 1.160.044
C/1aJges for Services - Rate & Intemal 26,686,121 35,897,405 74.3% (9,211,284) 25,127,790
Charges for Services - Misc. Service fees 449.091 686,170 67.4% (217,079) 698.246
System Developmenl C/1aJges 219.698 78.450 280.0% 141,248 206,825
Fines and Forfeitures 132,425 142,000 93.3% (9.575) 115,901
Assessment Payments 2,726 18.110 15.1% (15.384) 24,412
Inlerest on Investments 145.987 375,300 38.9% (229.313) 265.125
Miscellaneous Revenues 515.981 465.165 110.9% 50.816 1.071,472
Total Revenues 44,280,219 62,092,nl 71.3% (17,812,551) 43,080,356
BUdgetary Resources,
Other Financing Sources 965.600 0.0% (965.600) 448.961
Inle/fund Loans 80.000 80.000 100.0%
Transfers In 357.089 513.546 69.5% (156.457) 246,291
T olal BudgetaJy Rl!SOIJltOS 437.089 1.559.146 28.0% (1.122.057) 695.252
Total Resources 44,717,308 63,651,917 70.3% (18,934,608) 43,775,608
Requirements by Classification
Personal Services 16.562.936 22,735.023 72.g% 6.172,087 16,870.100
Materials and Services 20,791.736 29.n4.917 69.8% 8,983.181 20.590.245
Debt Service 3.423.416 5.088.701 67.3% 1,665,285 3.181.896
Total OperaUng Expenditures 40,778,088 57,598,641 70.9% 18,820,553 40,642,241
Capilal Construction
Capilal OuUay 933,939 7.740.854 12.1% 6,806.915 2.856.820
Interfund LOans 80.000 80.000 100.0% 300.000
Transfers Oul 357,089 513.546 69.5% 156.457 246.291
Contingencies 1,507.000 0.0% 1.507.000
Tolal8udgelaly Requirements 437.089 2.100.546 20.8% 1.663.457 546.291
Total Requirements 42,149,116 67,440.043 62.5"- 25,290,925 44,045,352
Excess (Deficiency) of Resources over
Requirements 2.568,192 (3.788,126) 167.8% 6,356,318 (269,744)
Worl<ing Capilal Carryover 19.935.264 19.351.053 103.0% 584.211 20.052.793
Unappropriated Ending Fund ealance $ 22,503,456 S 15,562,927 144.6% $ 6.940,529 $ 19,783,049
'rftll'd.l~u.Jlrv2DJO.
""....
2
City of Ashland
Schedule of Revenues By Fund
Fo.tho ninth month ended March 31, 2010
Fiscal Ve., 2010 Fiscal Year 2009
Vear.To-Date Fiscal Vear Percent to Vear.To-Date
Revenues by Fund Actuals 2010 Amended Budget Balance Actuals
City
General Fund $ 11,221,955 $ 14.467,838 77.6% S (3,245,683) $ 10.873.829
Community IlIocI< Grant Fund 24,586 493,958 5.0% (469.372) 28,143
Reserve Fund 115.911 215.000 53.9% (99.089)
SlJeet Fund 2.326,580 5.427,095 42.9% (3.100,515) 2,256,941
Airport Fund 75.303 108,000 69.7% (32,697) 71.541
Capital Improvements Fund 1,126,812 2,870,055 39.3% (1,743.243) 1.455,823
Debt Service Fund 1,565.576 2,086.296 75.0% (520,720) 1.576,593
Water Fund 3,559.005 4,806.295 74.0% (1.247.290) 3.457.703
Wastewater Fund 3.348,149 5.480.125 61.1% (2,131,976) 2,950,569
EJectricFund 9.676.846 12,647.900 76.5% (2,971,054) 9.619,013
Telecommunications Fund 1,375,439 1,861,500 73.9% (486,061) 1.346,500
Central Services Fund 4.281,126 5.811.850 73.7% (1,530.724) 3,867.802
Insurance Services Fund 518,755 680.000 76.3% (161.245) 801.941
Equipment Fund 1.099.263 1,550,200 70.9% (450,937) 976.052
Cemetery Trust Fund 18,561 40,500 45.9% (21.919) 27,529
Tolal City Componenls 40,333,887 58,546,612 68.9% (18,212,725) 39,129,980
Parks and Recreation Component
ParI<s and Recreation Fund 4.351.145 4,921.305 68.4% (570,160) 4,576.276
Ashland Youth AdJvities Levy Fund 27,542 100,000 27.5% (72,458) 62,627
Par1<s Capilallmprovement Fund 4,734 84.000 5.6% (79.266) 6,726
T alai Parks Componenls 4,383,421 5,105,305 85.9% (721,884) 4,645,629
T alai City 44,717,308 63,651,917 70.3% (18,934,609) 43,175,608
Working Capllal Carryover 19.935.264 19,351.053 103.0% 584,211 20,052.793
T alai Budget $ &4,652,572 $ 83,002,970 17.9% $ (18,350,398) $ 63,828,401
'r-....wt""-,,,,",JlfY2Qlo.4
"""".
3
City of Ashland
Schedule of Budgetary Compliance Per Resolution #2009-15
As Amended by Resolutions # 2009-23,2009-30,2009-32,2010-02,2010-03
For the ninth month ended March 31, 2010
'~RIIpo1l.b3IFY20lO.lb
04I1U20IO
4
Schedule of Budgetary Compliance Per Resolution #2009.15
As Amended by Resolutions # 2009-23,2009-30,2009-32,2010-02,2010-03
For the ninth month ended March 31,2010
Fiscal Vear 2010
Vear-To-Oate Fiscal Vear 2010 Percent
Actuals Amended Used Balance
Capital Improvement. Fund
Personal Services 133,951 181,905 73.6% 47,954
Materials and Services 263,217 361,905 72.7"10 98,688
Capital Outlay 154,451 1,408,690 11.0% 1,254,239
Transfers 235,593 278,046 84.7% 42,453
Contingency 50,000 0.0% 50,000
Total Capital Improvements Fund 787,212 2,280,546 34.5% 1,493,334
~
Debt Service Fund
Debt Service 1,838,927 2,390,535 76.9% 551.608
Total Debt Service Fund 1,838,927 2,390,535 76.9% 551.608
Water Fund
Electric - Conservation 129,345 178.292 72.5% 48,947
Public Wor1<s . Forest lands Management Division 133,186 260,420 51.1% 127,234
Public Worl<s . Water Supply 146,237 315,616 46.3% 169.379
PubrlC Worl<s. Water Treatment 722.027 1,120,748 64.4%' 398,721
Public Wor1<s . Water Division 1,797,908 2,436,783 73.8% 638,875
Public Wor1<s . Reimbursement SOC's 6,435 328,750 2.0% 322,315
Public Wor1<s . Improvement SOC's 16,183 266,250 6.1% 250,067
Public Worl<s . Debt SDC's 123,445 123,446 100.0% 1
Contingency 139.000 0.0% 139.000
Total Water Fund 3,613,490 5.602,823 62.3% 2,189,333
WasteWater Fund
Public Wor1<s. Wastewater Collection 1,175,564 1,658,499 70.9% 482,935
Public Wor1<s. Wastewater Treatment 1,205.549 2,155,544 55.9% 949,995
Public Wor1<s . Reimbursements SOC's 1,289 127,890 1.0% 126,601
Public Wor1<s - Improvements SOC's 615 550,000 0.1% 549,385
Debt Service 860,306 1,877,557 45.8% 1,017,251
Contingency 150.000 0.0% 150,000
Total Wastewater Fund 3,243,323 6,519,490 49.7% 3,276,167
Electric Fund
Electric. ConselVation Division 590,917 744,498 79.4% 153.581
Electric. Supply 4,283,548 5.905,204 72.5% 1,621,658
Electric - Distribution 4,202,190 5,592,581 75.1% 1,390,391
Electric - Transmission 683,630 903,600 ' 75.7% 219.970
Debt Service 23.479 25,106 0.0% 1,629
Contingency 212,000 0.0% 212,000
Total Electric Fund 9,783,764 13.382,991 73.1% 3.599,227
Of'"~~1IbI31fY20lo.da
0111&'2010
5
Schedule of Budgetary Compliance Per Resolution #2009-15
As Amended by Resolutions # 2009-23, 2009.30, 2009.32, 2010-02, 2010-03
For the ninth month ended March 31, 2010
Fiscal Vear 2010
Vear-To-Oate Fiscal Vear 2010 Percent
Actuals Amended Used Balance
TelecommunlcaUons Fund
IT - Internet .. 806,889 1,364,228 59.1% 557,339
IT - High Speed Access 227,098 387,834 58.6% 180,736
Debt - To Debt Service Fund ,. 356,000 356,000 100.0%
Contingency 100.000 0.0% 100.000
Total- TelecommunlcatJons Fund 1,389,987 2,208.062 63.0% 818,075
.. Note: In Inlemel appropriation
Central Services Fund
Administration Department 933,763 1,326,566 70.4% 392,803
IT - Computer Services Division 833,534 1,145,133 72.8% 311,599
Administrative Services Department 1,237,908 1,679,890 73.7% 441,982
City Recorder 218,064 298,539 73.0% 80,475
Public WorI<s - Administration and Engineering 968,810 1,383,370 70.0% 414,560
Contingency 136,000 0.0% 138,000
Total Central Services Fund 4,192,079 5.969,498 70.2% 1,777,419
Insurance Services Fund
Personal Services 58,770 80,130 73.3% 21,360
Materials and Services 561,913 680,803 82.5% 118,890
Contingency 150,000 0.0% 150.000
Total Insurance Services Fund 620,683 910,933 68.1% 290.250
Equipment Fund
Personal Services 215,172 288,120 74.7% 72,948
Materials and Services 346,427 515,009 67.3% 168,582
Capital Outlay 30.188 334,000 9.0% 303,812
Contingency 47,000 0.0% 47,000
Total Equipment Fund 591,787 1,184,129 50.0% 592,342
Cemetery Trust Fund
Transfers 5.502 20.000 27.5% 14.498
Total Cemetery Trust Fund 5.502 20,000 27.5% 14,498
.~Rlp:rtl.bllf't20IO_"
.....,..
6
Schedule of Budgetary Compliance Per Resolution #2009-15
As Amended by Resolutions # 2009-23, 2009-30, 2009-32, 2010-02, 2010-03
For the ninth month ended March 31, 2010
Fiscal Year 2010
Vear-To-Date Fiscal Year 2010 Pe",ent
Actuals Amended Used Balance
Partts and Recreation Fund
Parks Division 2,318,531 3,319,100 69.9% 1,000,569
Recreation Division 767,933 1,115,875 68.8% 347,942
Golf Division 308,219 398,420 n.4% 90,201
Contingency 50,000 0.0% 50,000
Total Partts and Recreation Fund 3,394,683 4.683,395 69.5% 1,468,712
Youth Activities Levy Fund
Materials and SefVices 37,914 100,000 37.9% 62,086
Total Youth ActlvlUes Levy Fund 37,914 100,000 37.9% 62,086
Pam Capital Improvement Fund
Capital Outlay N/A
Total Partts Capital Improvement Fund N/A
Total Appropriations S 42,149,116 S 67,440,043 62.5% $ 25,290,927
'~RIpcrlIob3IFY20ID'"
lWlt.'20IO
7
City of Ashland
Schedule of Expenditures By Fund
March 31, 2010
Fiscal Year 2010 Fiscal Year 2009
Year.To-Date Fiscal Year Percent Year.To-Date
Requirements by Fund Actuals 2010 Amended Expended Balance Actuals
City Funds
General Fund $ 10,421,501 $ 15,015,130 69.4% $ 4,593,629 $ 10,668,731
Community Block Grant Fund 60,063 493,958 16.2% 413,895 22,868
Reserve Fund N/A
Street Fund 1,971,901 6.076,264 32.5% 4,104,363 2,031,594
Airport Fund 176,300 202,287 87.2% 25,987 73,521
Capital Improvements Fund 787,212 2,280,546 34.5% 1,493,334 1,541,981
Debt Service Fund 1,838,927 2,390,535 76.9% 551,608 1,706,155
Waler Fund 3,613,490 5,802,823 62.3% 2,189,333 3,528,453
Wastewater Fund 3,243,323 6,519,490 49.7% 3,276,167 2,964,584
Electric Fund 9,783,764 13,382,991 73.1% 3,599,227 9,568,577
T eleoommunlcations Fund 1,389,987 2,208,062 63.0% 818.075 1,431,231
Central Services Fund 4,192,079 5,969,498 70.2% 1,777,419 4,187,639
Insurance Services Fund 620,683 910,933 68.1% 290,250 1,053,340
Equipment Fund 591,787 1,184,129 50.0% 592,342 1,199,673
Cemetery Trust Fund 5,502 20,000 27.5% 14,498 11,134
T olal City Components 38,716,519 62,456,646 62.0% 23,740,127 39,989,481
Parks and Recreation Component
Parks and Recreation Fund 3,394.683 4,683,395 69.5% 1,488,712 3,706,899
Youth Activities Levy Fund 37,914 100,000 37.9% 62.086 190,384
Par1<s Capital Improvements Fund NIA 158,589
Total Parks Components 3,432,597 4,983,395 68.9% 1,550,798 4,055,871
Total Requirements by Fund 42,149,116 67,440,043 62.5% 25,290,925 44,045,352
Ending Fund Balance 22,503,456 15,562,927 144.6% 6,940.529 19.783,049
Total Budget $ 64,652,572 $ 83,002,970 77.9% $ 32,231,454 $ 63,828,401
,
or~RlpMu.w]lFY20IO,1\s
OCIIt.'2QIO
8
CITY OF
ASHLAND
Council Communication
A Resolution Transferring Appropriations within the FY 2009-2010 Budget
Meeting Date: May 4, 20 I 0 Primary Staff Contact: Lee Tuneberg
Department: Finance E-Mail: tuneberl@ashland.or.us
Secondary Dept.: None Secondary Contact: None
Approval: Martha Benne Estimated Time: Consent
Question:
Should Council approve a resolution to adjust budget appropriations for changes in operational
expenses to remain in compliance with Oregon Budget Law?
Staff Recommendation:
Staff recommends approval of the attached resolution to transfer appropriations within specified funds
for stated reasons.
Background:
There are three ways in which to change appropriations after the Budget is adopted.
I. 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. This process includes a notice in the
paper prior to Council taking actio.".
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 prior to the council taking
action.
A transfer of appropriations (Item #1 above) is needed to adjust the FY 2009-2010 budget for the
following reasons:
. A Transfer of $36,500 will be needed from the Capital Improvement Fund Contingency to
Transfers Out in the same fund, to provide appropriations for a debt service transfer that was
omitted in the FY 2009-2010 budget.
. A Transfer of $20,000 will be needed from the Central Services Fund Contingency "to
Administrative Services, Personal Services ($17,500) and Materials & Services ($2,500) for
bank pay offs, increased over time and increased contractual services costs in the same fund.
This is the THIRD transfer of appropriations request for FY 2009-2010.
Attached is a resolution for your approval. The recommended changes in the budget are explained after
each request and in the accompanying departmental memoranda.
Related City Policies:
None.
Page I of2
r.,
CITY OF
ASHLAND
Council Options:
Council may accept this transfer of appropriations as presented, recommend modifications as discussed
or defer acceptance (takes no action) awaiting further information or clarification.
Potential Motions:
Council moves to adopt the transfer of appropriations resolution, amending the FY 2009-2010 budget.
Attachments:
Resolution transferring appropriations within the 2009-2010 Budget
Memo from Administrative Services Director requesting transfers
Page 20f2
~.l'
RESOLUTION NO. 2010-
A RESOLUTION TRANSFERRING APPROPRIATIONS
WITHIN THE 2009-2010 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 foliows:
Caoitallmorovement Fund
To: Transfers
From: Contingency
$36.500
$36,500
To Transfer appropriations from Contingency to the Capital Improvement Fund's Transfer for
paying debt service. This was an oversight made during the budget input.
Central Services Fund
To: Administrative Service Department
From: Contingency
$20.000
$20,000
To Transfer appropriations from Contingency to Administrative Services Department for payoff of
banks for an employee who is retiring, anticipated overtime expense related to the retirement,
overtime related to budget preparation and increased contract costs for parking enforcement.
TOTAL
To:
From:
Department Appropriations
Contingency
$56 500
$56 500
SECTION 2. This resolution was duly PASSED and ADOPTED this _ day of May,
2010 and takes effect upon signing by the Mayor.
Barbara Christensen, City Recorder
SIGNED and APPROVED this _ day of May, 2010:
John Stromberg, Mayor
Reviewed as to form:
Richard Appicelio, City Attorney
Page 1 of 1
, .
CITY Of
ASHLAND
Memo
DATE:
April 28, 2010
TO:
Martha Bennett
FROM:
Lee Tuneberg
RE: Need for a $36,500 Transfer of Appropriations in Capital Improvements Fund and a
$20,000 Transfer of Appropriations in Central Services.
Capital Improvement Fund
An input error occurred in the FY 2090-20 I 0 budget preparation. The amount budgeted as transfers
from the Capital Improvements Fund to Debt Service was $36,500 less than the actual debt payment
requirement for the year. A transfer from Contingency to Transfers Out in the CIP Fund will allow the
correct amount to be paid to the Debt Service Fund, covering actual costs.
Central Service Fund
Several conditions for FY 2009-2010 have changed in the Administrative Services Department
warranting this request for a transfer from Contingency. Even though the department is doing what it
can to absorb these costs, a transfer is the safest way to avoid a budget violation on necessary costs.
A division manager has announced her retirement in April 2010. There will be a considerable amount in
leave banks to payoff at that time and additional costs in the department as others work extra to meet
deadlines and manage workloads. Estimate is $12,500.
In addition to bank and overtime costs related to the retirement, we are experiencing unusual overtime
costs in another area to meet the workload for budget due to lagging schedules and adjustments to many
segments of the proposed and final documents. Estimate is $5,000.
Finally, there are added costs relating to parking enforcement including the work to convert out-dated
pay machines at the Hargadine parking structure and personnel costs for infrequent, after 5 PM
enforcement. The added enforcement does generate additional revenue for other funds but a
supplemental is not appropriate at this time. Estimate is $2,500.
FINANCE DEPARTMENT
O. L. Tuneberg, Director
20 East Main Street
Ashland, Oregon 97520
WYM'.ashland.or.us
Tel: 541-488.5300
Fax: 541-488-5311
ffi: 800-735-2900
~~,
CITY Of
ASHLAND
Council Communication
Meeting Date:
Department:
Secondary Dept.:
Approval:
Water Master Plan Update-
Ashland Water Advisory Committee Member Selection
May 4,2010 Primary Staff Contact: Michael R. Faught
Public Works E-Mail: faughtm@ashland.or.us
N/A Secondary Contact: Pieter Smeenk
Martha Benn Estimated Time: Consent Agenda
Question:
Does tne Council wish to appoint Donald Morris as an "at-large" member ofthe Ashland Water
Advisory Committee (A W AC)?
Staff Recommendation:
Staffrecommends that Council approve the appointment of Donald Morris as an "at-large" member of
the Ashland A W AC whose charge is the Water Master Plan update.
Background:
At the March 16,2010 City Council meeting, the Council approved the Mayor recommendation to
appoint Vanya Sloan to one of the three "at-large" members of A WAC. Since that meeting, Vanya
Sloan elected to withdraw her name from the A WAC due to scheduling conflicts leaving one "at-
large" seat open. The Mayor is now recommending that Donald Morris be appointed to fill the final
vacant "at-large" committee member position.
Even though there was a vacant position on the new eleven (II) member committee, the first A WAC
kick-off meeting was held April 15, 2010. If the Council approves the Mayor's appointment, Mr.
Morris will be able to attend the next meeting which is scheduled for May 5th from 7:00 to 9:00 pm at
the Ashland High School Commons. (This meeting is an open house in which all members of the
Council and the public are invited.)
As a reminder, the current A W AC membership list is as follows:
I. Donna Mickley, Forest Service
2. Darrell Boldt, SDC Committee
3. Alex Amarotico, Chamber of Commerce
4. John Williams, Forest Lands Commissioner
5. Amy Patton, Environmental Advocate
6. Leslie Adams, Environmental Advocate
7. Pat Acklin, At-Large
8. Donna Rhee, At-Large
9. Kate Jackson, City Council Member
10. Carol Voisin, City Council Member
II. , At-Large
Page t of2
H:\ShiplctD\Council\Council Communication\2010\lvlay 3 and 4\05041 0 A W AC Committee Appt.CC.doc
~~,
CITY Of
ASHLAND
Council Options:
(I) The Council could decide to appoint Donald Morris to the A W AC Committee;
(2) The Council could decide not to appoint Donald Morris and leave the post vacant;
(3) The Council could decide to appoint ( ) to the A W AC Committee.
Potential Motions:
(I) Move to appoint Donald Morris to the A W AC Committee;
(2) Move not to appoint Donald Morris and leave the post vacant;
(3) Move to appoint ( ) to the A W AC Committee.
Attachments:
None.
Page20f2
H:\ShipletD\Council\Council Communication\201 OlJv1ay 3 and 4\050410 A W AC Committee Appt.CC.doc
~~,
CITY Of
ASHLAND
Council Communication
Meeting Date:
Department:
Secondary Dept.:
Approval:
Approval of Change Order for Dry Creek Landfill
May 4,2010 Primary Staff Contact: Mike Faught
Public Works E-Mail: faughtm@ashland.or.us
Finance Secondary Contact: David Gies
Martha Benne Estimated Time: Consent
Statement:
Will the City Council, acting as the Local Contract Review Board, approve a Change Order for an
additional amount of$55,000 (total aggregate cost change of 47%) for disposing ofbiosolids during
the remainder of the current fiscal year?
Staff Recommendation:
Staff recommends that the additional amount be approved.
Background:
On July 21,2009, the City Council approved a Sole Source Procurement for a term of three (3) years-
July 1,2009 to June 30,2012 - to dispose ofbiosolids at Dry Creek Landfill. The amount budgeted for
FY 2009-2010 was $115,000.00. After the original Sole Source Procurement was approved by
Council, Dry Creek Landfill raised their prices. The additional amount of $55,000.00 will be required
for biosolids disposal during the remainder of the current fiscal year.
Related City Policies:
Section 2.50.020 Pnblic Contracting Officer's Anthority
B. Delegation of Authority. The Council, delegates authority to the Public Contracting Officer to
execute amendments or change orders to contracts upon the following conditions:
1. The original contract has been approved by Legal Counsel, or is otherwise exempt.
11. If an amendment or change order, the total aggregate cost change does not exceed 35
percent (35%) ofthe original contract amount.
Council Options:
The City Council, acting as the Local Contract Review Board, can approve or decline to approve the
change order (total aggregate cost change of 47%).
Potential Motions:
The City Council, acting as the Local Contract Review Board, can approve or decline to approve the
change order (total aggregate cost change of 47%).
Attachments:
None
Page I of I
~~,
CITY Of
ASHLAND
Council Communication
Meeting Date:
Department:
Secondary Dept.:
Approval:
Approval of an Amendment to the Personal Services Contract
with Thornton Engineering
May 4,2010 Primary Staff Contact:
Public Works' E-Mail:
Finance Secondary Contact:
Martha BeIJnet Estimated Time:
James Olson, 541 552-2412
olsonj (a)ashland.or. us
Morgan Wayman 552-2414
Consent
Question:
Will the Council approve a $10,750 contract amendment to the existing contract with Thornton
Engineering for the design of the Liberty Street Local Improvement District (LID) project?
Staff Recommendation:
Staff recommends approval of a $10,750 contract amendment to the existing contract with Thornton
Engineering for the design ofthe Liberty Street LID project.
Background:
The original contract with Thornton Engineering for the design of the Liberty Street LID project was
issued on April 14,2008 for $36,030.00. It has taken City staff and Thornton Engineering a full two
years to complete the engineering due to numerous right of way, utility and property owner access
Issues.
Many of these issues were unforeseen in the original contract and were identified during the design
process. It was necessary to address, redesign and add elements of construction to the project which in
turn required that Thornton Engineering staff spend more time than originally anticipated. The
additional work by the engineer amounts to $10,750 over the initial contract amount. Since this change
is in excess of25% of the original contract amount, Council authorization is required.
Design Process
The City's design process for street improvement projects involves a high degree ofioteraction with
adjacent property owners. The most intense and critical period of owner involvement is in the design
phase and begins after an engineering consultant has been selected. The interaction with property
owners may result in changes. Even though it is more involved, this process results in a design which
both the property owners and the City are happy with. The amount of time spent on the Liberty Street
LID process was greater than usual.
Easement Acquisition
Early in the design process it was discovered that much of the southerly portion of Liberty Street had
been developed outside the actual deeded right-of-way. Although the right-of-way in this area is 40
feet wide, the actual traveled and opened portion of the street was shifted to the west resulting in
approximately ten feet of traveled-on width located outside of the right-of-way. It was thus necessary
to acquire easements from three property owners on the west side of the street. The negotiation process
for these easements took nearly a year and resulted in several construction items offered as
Page t of2
~~,
CITY Of
ASHLAND
consideration for the easements, thereby prolonging the engineering design time and adding
unanticipated design elements to the proj ect.
Extra Work Required
As a result of negotiations with property owners, consultation with other City Departments and
requests from property owners, the following design work was added to the engineering contract:
1. DEQ 1200C permit application;
2. Alternate alignments to accommodate the right-of-way;
3. Extending the sanitary sewer to the end of the project;
4. Replacing 350 feet of water main;
5. Additional retaining walls;
6. Design utility undergrounding;
7. Modifications to several driveways;
8. Revised road profile to accommodate driveway changes.
Contract Amendment
The original contract with Thornton Engineering, Inc. was for $36,030, an extremely beneficial
contract for the City as staffs original estimate for engineering cost was $60,000. Even with the added
amount of$IO,750, the resulting contract of$46,780 is still an excellent value and well within our
budget.
The City's engineering contracts are almost always based upon time and materials with a "not to
exceed" limit. Thornton Engineering is one of the very few consultants that do not habitually use 100%
of their contract limit. For that reason, it was necessary to ascertain if additional funds would be
needed or if some of the extra work could be absorbed into the original contract amount. The extra
work for this protect was unanticipated and resulted in costs that will exceeded the 25% change on
contract limitation established by AMC 2.52. Therefore, staff is requesting authorization to fund the
additional $10,750 engineering costs to complete this project.
Related City Policies:
AMC Seytion 2.52.050 requires that the Council approve all contracts amendments in excess of25%
of the initial contract. In this instance, the amendment to the Thornton Engineering, Inc. represents a
29.9% increase.
Council Options:
. The Council may approve Amendment No. I to the Thornton Engineering contract in the
amount of$10,750;
· The Council may reject Amendment No. I to the Thornton Engineering contract.
Potential Motions:
· Move to approve Amendment No. I to the existing Thornton Engineering contract in the
amount of$10,750;
· Move to reject Amendment No. I to the existing Thornton Engineering contract.
Attachments:
Contract Amendment No. I
Request for additional funds
Page 2 of2
~~,
ENGINEERING SERVICES CONTRACT
AMENDMENT NO.1
Engineering services contract made on the date specified below in Recital A between
the City and Engineer as follows:
Recitals:
A. The following information applies to this contract:
CITY: CITY OF ASHLAND ENGINEER: Thornton Engineering, Inc.
City Hall PO Box 476
20 E. Main St. Address: Jacksonville OR 97530
Ashland, Oregon 97520
(541) 488-5347 FAX: (541) 488-6006 T ele: 541/899-1489 Fax: 541/899-3419
Date of this agreement: May 4, 2010 B: RFP Date: January 6, 2008
Prooosal Date: February 10, 2008
112.3 City Contfacting Officer: Michael R. Faught, Director of Public Works
112.4. Project: liberty Street Improvement
116.1. Engineer's Representative: Michael P. Thornton PE, President
118.3. Maximum Contract Amount: $36,030.00
B. AMENDMENT NO.1
1. Modification to "Services to be provided"
Add services per attached proposal and cost estimate dated Apri/16, 2010 and
made a part of this amendment.
2. Modification to "Compensation"
A. Add cost of extra work = $10,780.00
B. Adjusted total contract amount = $46,780.00
CONSULTANT
CITY
BY
BY
Finance Director
Fed. ID #
REVEIWED AS TO CONTENT
BY
City Department Head
Date:
Coding:
(for City use only)
G:\pub-wrks\eng\04-21 Liberty Street\A_Admin\Eng Vendor1\Contract Documenls\04-21 Contract Amend Eng 4 2110.doc
.re... THORNTON
81 fNGINHRING INC.
April 16, 2010
Morgan Wayman, Project Manager
City of Ashland, Public Works Engineering
51 Winburn Way, Ashland OR 97520
Email: waymanm@ashland.or.us
Subject:
Scope Revision - Contract for Engineering Services
Liberty Street Improvements, Ashland, OR
Dear Morgan:
Please find attached a Revised Scope and Cost of Services for the Liberty Street project.
The original contract amount was 36,030.00. The revised Scope includes additional services
which cost $10,750.00 for a revised contract amount of $46, 780.00.
Please call me if you have any questions.
Sincerely,
Thornton Engineering, Inc.
By:/l1~r'~
Michael P.Thornton, President
Enclosures
-.\---_...__ll_.._:~:__"_AL.I__.."I:L__. A"-__" :____..~___.._ "01\0\__..:__...1 _____ ,_...__.. I ~ III -'__
om" (541) 899.t489 Fax (541) 899'3419 P.O. 8oX476. 2&0 N. 3rd Street. JaCkSOnville. OR 97530
EXHIBIT A
Scope and Cosi a/Services
LIBERTY STREET IMPROVEMENTS
CITY OF ASHLAND, OREGON
!IEM ACTIVITY
Schematic Design
1 Topographic and Boundary Survey
2 Civil Sitework Field and Record Research
3 Attend Planning and Design Meetings (3 Meetings)
Design Development/Construction Documents
4 On Site Stann Drainage Design
5 On Site Street Design Plan & Profile
6 All Pavement Section Design
7 Erosion & Sedim ent Control Plan
8 DEQ Application - t200C
9 Respond to Agency Revisions, Redlines and Requests
10 Prepare Final Plans
11 Civil Engineering Coordination and Administration
Construction
12 Permits
13 Civil Sitework: Engineer's Const. Cost Estimate/Bid Schedule
14 Attend Pre-Construction Conference
15 Respond to Bid Inquiries
16 Respond to Construction Inquiries
17 Construction Observation
18 On Site Record Drawings
CONSULTANT
Subcontract with Polaris Surveying
Thornton Engineering (TE) - Included
TE- Included
TE - Included
TE. Included
TE . Included
TE - Included
Not Included
TE. Included
TE - Included
TE. Included
, Not Included
TE. Included
TE . Included
TE. Included
TE . Included
Owner's Representative - Not Included
TE . Included
Revision to Scope - 4/16/20010
19 Prepare Alternate Alignments to Accommodate R/W
FIXED FEE TOTAL: 536.030.00
20 Sanitary Sewer Design
21 W.tcr System Design
22 Retaining Wall Design
23 Electrical Utility Design
24 . Driveway Modifications
25 Plan and Profile Revised Alignment Design
26 Additional Coordination & Administration
TE . Included
lc;' Included
TE . Included
1E. Included
TE. Included
TE - Included
IE - Included
TE. Included
Subtotal Revisions: 510,750.00
REVISED CONTRACT TOTAL: $46,780.00
Z;\PROPOSAl\Munidpal\Ashland\Uberty Street Improvemenls 2008\Revised scope and cost 4-16.10
4/16/2010
CITY Of
ASHLAND
Council Communication
Meeting Date:
Department:
Secondary Dept.:
Approval:
Intergovernmental Agreement with the Federal Bureau of Investigations for
Reimbursement of Expenses Related to Participation in the Southern Oregon
High-Tech Crimes Task Force
May 4,2010 Primary Staff Contact:
Police Department E-Mail:
None Secondary Contact:
Martha Benne Estimated Time:
Terry Holderness
holdernet@ashland.or.us
None
Consent
Question:
Does the Council wish to enter into an Intergovernmental Agreement with the Federal Bureau of
Investigations to participate in the Southern Oregon High-Tech Crimes Task Force (SOHTTF) in order
to regionalize investigations related to high-tech and internet crimes?
Staff Recommendation:
Staff recommends that the Council authorize the Police Chief to enter into an Intergovernmental
Agreement with the Federal Bureau ofInvestigations to participate in the Southern Oregon High-Tech
Crimes Task Force (SOHTTF) in order to regionalize investigations related to high-tech and internet
CDmes
Background:
The Police Department presently handles all high-tech and internet related crimes occurring in the City
of Ashland. Internet and high-tech crimes frequently cross jurisdictional boundaries. When the
department finds links to additional crimes happening in another jurisdiction an evaluation of the case
is made to determine whether the case is turned over to another jurisdiction, it is investigated jointly or
we remain the primary investigating agency. All forensics related to these type of investigations are
done by the Southern Oregon High-Tech Crimes Task Force. Due to staffing and funding issues
SOHTTF has a back log of evidence that needs to be processed and is unable to do actual
investigations related to high-tech crime. SOHTTF has entered into an agreement with the FBI to
regionalize these types of investigations for agencies that are interested in participating. The FBI, the
City of Central Point and the City of Medford have each agreed to assign one full time investigator to'
the SOHTTF. Any agency that agrees to participate by assigning one investigator to work with
SOHTTF on high-tech crime investigations for at least 60% of the investigators time will receive the
following benefits:
· Most high-tech or internet related crimes occurring with participation jurisdiction will be
directly investigated by the SOHTTF. This should substantially reduce problems caused when
investigating cases that cross jurisdictional lines.
· The FBI will supply a vehicle and gas card used by the investigator assigned to the SOHTTF.
. The FBI will pay up to $17,000 a year in overtime for the investigator assigned to SOHTTF.
· The overtime hours worked by the investigator and funded by the FBI can be included in
calculating the investigators 60% of hours worked. This will allow the investigator to still
work an average of 20 hours a week on other cases for the participating agency.
Page I of2
~~,
CITY Of
ASHLAND
. Forensic evidence related to cases originating in a participating agency will receive priority
processing by SOHTTF.
The final IGA for operation of the SOHITTF has not been completed at this time. The first step of the
process is to enter into an agreement with the FBI for them to reimburse the City of Ashland for
expenses related to our participation in the SOHTTF. The agreement with the FBI will be very similar
to our existing IGA with the DEA for regionalizing major narcotics investigations. The investigator
assigned to the SOHTTF will work 20 hours each week on general Ashland cases and 20 hours each
week at the SOHTTF. Every other week the investigator will work an additional 10 hours of overtime
funded by the FBI at SOHTTF. We except to have a final IGA covering the reorganization and
operation of the SOHTTF prior to December of 20 I 0 when the Ashland investigator will be assigned
to the task force.
Related City Policies:
None.
Council Options:
Approve of the Police Chief entering into an IGA with the FBI to participate in the SOHTTF to
regionalize high -tech and internet crime investigations.
Direct the Police Chief not to enter into an IGA with the FBI and SOHTTF to regionalize high-tech
and internet crime investigations.
Potential Motions:
Move approval of the IGAwith the FBI to participate in the SOHTTF program.
Attachments:
Cost Reimbursement Agreement
Page20f2
~~,
COST'REIMBURSEM ENT AGREEMENT
. " BETWEEN
tilE FEJ)F:I~Ai.. BUREi\U(fF INVESTIGATION (FBI)
AND . ,
ASHLAND POLlCKllEI'ARTMEI\'T
TASK FO.~CE FILE Ii
Pursuant to CQngressiolial appropriations. ihe FBI receives uuthoi-ityt(l pay (l\'Crtimc for (X)liee
officcrs ussigned to thcfoITllulizcd SotllhemOrcg()n j'ligh'Tech (:rimes Tus~ Forcc as sctlonh
below lor expenses nc~cssul')' fordetection. investigmiml' and prosecution of erimcsuguinsi the
United.Stmes. It ishercby agreed between the FBI nnd the City of Ashland l'oliceDcpnnmelll
l(lcnted nt 1155 Enst Main Street. Ashlnnd.,Oregon 97520 Taxpny'eild.mtitiemion Number: 93-
6002117.)'hone Nunlber:(54\) 488-521Ithal:
I. COlllmencing u(X)n exccuti6nofthisngrcCmerll, Ihe FBI wilI, subject to uvailabiliiy of
i-Cquin:d'funding, reiniburSe, thengeney for overtinle payments madc to ofiieers assigned litll-
time to Ihetask force.
j
I
I
2, Requests lor reimbursement will be made on a mOlllhly basis and should be forwurded to
the FBI Hcld oflice us soon as flr:lcticalnfter the ,first ofthemoilth which /ollows .lhelllonth for
whieh rcimburscmentis requested. Such req'uests should be forwarded by'a Supen'isor of the
agene)'IO the FI3l Task Force Squad Supervisor.und ,Special Agent itrChurg~ for their review.
approval, ul\dproeessing, for pliymenL '
3. Ovenill1e reimbnrsements will be made directly 10 the ugency by the FBI. All o\'enime
reimbursement payments arc mlldc ~y~lcclrot1it fund trnnsfcr'(EFT}. An ACH\t~ndorl
Miscellaneous l'aymentEnrollm~nt FOITllll1ust.be Oil file with the FQI,IO ibcilit:ne EFT.
4. Overtime reimbursements \\'iltbe calculiJtedut the usuui nite/or whichlhe individual
ollicer's lime would be;compcnsut~d in tile uhsence (jfthis agree'njent. Howevcr..snid
reimbursement, per oflicer..shall not exceed rilOnthly and/or annual limits established unnuully
by the FBI. The limits. eu!cuJated using i'ederal paylables, wiJl be in elTcet for the Federal lisen,l
year running from October I" of on~ year through ScplcnlbedOtlJ oflhc lollo\\'iilg year, unless
changed during the period. The FBI rcscrvesihe right to change thereimburscmentlimits.
upward orduwnwurd. lor suhsequent periOdS based ,on lisea.! priorities and appropriations limits.
The FBI willllotiry the ugcneyof the applicable :nlnuallimits prior to October I" of each yenr.
5., The number oragencyomce~sassigned full-time to Ihe wsk/orccandemilled to
ovenimerciinbursemcllt hytlie FBI shall be approved by the Fill in advance ofeueh tiseal year,
Bused un the needs oi'the tusk force, this number may change periodic'ally. up"itrd or .
dO\\ll\vurd>as appr('ived in advance by the FBI.
oeco CRA It'nlp/llIe 5/1311)1
-".
6. Prioi,tosubmission ofany'ovcrtimc reimbursemcnt requests. the agency nlllsLpreparc an
, official.documcnt setting forth the identity of each officer ilsi;igncd full-tinle tc'-thetask forCe.
nlongwith the regular and overtime hourly rotes for each officer. Should any orticerschange
during,thc year. nsinli1ar:stntclllcm !llust be prepared regarding thc nc,voflk'ers prior tq
subnlittiilg uny overtiiilercimburscmcnt rcquesls.for, th&:otlicerS. The,documel11 should hescnt
to the, lield ofi1ee forEB I review nndapprovnl.
7. Ench requcst lor rcimblirsi:melll will include ihename. mnk, ID number. OVCni!lle
compensation rale.numberof reimbursable hoursclnimed.,nnd the dales'of those hourS lor eaeh
. ". '. .. ., :. .' - - " .-., , . . .: ~ ..... " ' , ',' -'. - -:. - ....
otlicer for who111 reimburseinent is sOl'lght. The request must be accornjJllilicd by u certification.
signed by an appropriatc Supervisor ofthc agency. that the request has been personnllyreviewed.
the information describedint~is pamgraph is accumt&:. llndthc, (lcrsomicl Jor whom
rcimbursCmeill is cll!imcd \\'crcassigned full-time to the tusk 'toree.
8., Each request for rcirilb!1rselllent will include an invoice number. ill\'oice date: taxpayer
idel11iticntionnumbCr (TIN). and the correet banking information to complete the c1ectronie,!\md
transier; The necessary banking infoml!ltion is theDep<lsitllr Account '[ille. I.la'n~ Aecoant
Number. Routing Number. und T)'Pc of Aceollllt (eitheri:hceking. savings. or loekbo.x). If the
banking infomlUtion changes. [l newACH Vcndor/Miscellaneous Paymcnt EnrollmcntFoml
must bc submittcd 10 the FBI.' ,
9. Requests lor reimb,urscmcnt must be n..eeivcd by the FBI no, Inter thnn Deccmber 31" of
Ihe next fiscal )'enr:fOr\\'hich the rcimburscnleniapplies., For eXllniple. reimbursements tor the
fiseal year ending September 3().2005mllsl be rcceived by thc I'm by Deccmber3!' 2005, The
Fill is not obligated to xeirnb.ursc any requests rccdvcd atier thai time;
10. This Ilgreementis'cITecii\'c,upon signature of the parties llnd will remain inelTect for the
duration of the agency's participatioil in the taskJoree.col1lingcnt upo'nappro\'al of necessary
funding. and unless temiinatedin aecoidnllcewith the provisions herein. This agreement mllY be
modified at nny tiIl)~ by wrincl\conserJt of the parties: It mllY bClemiinmcd,at any time upon
mutual conselll ofthc panics. or miilaierally upon writlen nolice from the tenninlllingpllny to
thc other party alleast 30 dllyspriorto the temlinalion datj:. '
FOR TIlE A~I~NCY:
FOR TIlE FBI:
Date
Special Agent inChargc
Date
Contrncting Oflicer
FBI Headqll(lrters
Dale
OC'COCR,j I<'I/lp/att. 5113104
ACH VENDOR/MISCELLANEOUS
EN~OLLMENT FORM
OMB 14-:;1. Hi1~COS6
Thls form is used for AUlOrnatedClearihg House (ACH) payments w,itti an addendum record that contains'
payment-related information processed through the Vendor Express Program. ReCipients of these payments should
brihg this informali.on to the_attention a! the fimiii,cial institution whim presenting'this form for completion,
PRIVACY ACTSTII.TEME!'IT
The following information is pro.ided to cOmply with the Privacy Aclof1974 (P.l. 93-579), All information
collected on thls form is required under the provisions of 31 U.S.C. 3322 imd 31 CFR 210. This information will be
usBd by the ireasury Department to transmlt payment data, by electronic means. to vendor's finantial,instltution.
Fallure to provide'the requested information may delay or prevent th,e recelpt of payrri,ents through the Aulomaled
Clearing House Payment System:' ,
AGENCY INFORMATION
'E!CEfV,L PROORM.4 "'GEUey;
Federal Bureau of Investiqation
....GC}4Cy tDEr~iIFJER: I",GENCY lOCIloTION CODE: ACt;
NtA 1502,0001 rORY..AT; CCD+
AOME:SS: 935 Pennsylvania Avenue ,
CITY; Sr"'TE: liP:
Washinglon DC 20535
CO~nA~T PERSON TELE PHOW:::
N:4,",E NU:V-SER,
RETURN fORM TO. FBI
vE~OOf\;
PAYEE/COMPANY INFORMATION
NA..lJE, City of Ashland ss,".I OR: TA):PAYER 10 JJO 93-6002117
ADDRESS 20 Easl Main Street .
CITY; Ashland STATE. OR Izp:. 97520
CON1'.A.;:TPERSON fiAl"l(:: . TELEPHONE NUV.SEA:
FINANCtAL INSTITUTION INFORMATION
ACH 8A."JK !-lAME:
ADOR!SS:
CITY, ;5TATE: IZI?:
,
ACH COOROiNA TOR tJAME: n:tEPi-l.orIE rl\,'iJSS:R
1;INE DIGIT ROUTj!H~ NtJrJSER
- - - - - -' - - -
[jEPO~I~OR "CC~tlt
Nuv.aER.
TYPE OF ~CCoyr.'T; 0 CHECKING 0 SAVINGS
Sl'G~jATUR,E A,~~O TlTL.E OF AUTHORIZEO OFFiCiAL- ICOUld be thl5! umo I~ 1..... AC H Coc:rnm~orj TElEPHC:-.:E NU\!BER:
/.
I
I
SF~3aa'
pres.~.hbeQ b;' Oepa.rrment c., Tre3:lU:Y
31 use 3322,:U CFR 210
CITY Of
ASHLAND
Council Communication
Resolution Establishing Rates for the
Ashland Municipal Airport and Repealing Resolution 09-21
Meeting Date: May 4,2010 Primary Staff Contact: Mike Faught
Department: Public WorkslEngineering E-Mail: faughtm(a)ashland.or.us
Secondary Dept.: Legal Secondary Contact: Scott Fleury 541 552-2426
Approval: Martha Bennet Estimated Time: 10 Minutes
Question:
After considering. comments at the public hearing, will Council approve a Resolution titled, "A
Resolution Establishing Rates for the Ashland Municipal Airport, and Repealing Resolution 09-21,"
which increases rates?
Staff Recommendation:
The Airport Commission recommends approval of a Resolution titled, "A Resolution Establishing
Rates for the Ashland Municipal Airport, and Repealing Resolution 09-21."
Background:
One of the Airport Commission's primary goals is to generate sufficient revenues through Airport fees
to operate the Airport with minimal or no general fund subsidies. The Ashland Municipal Airport
established in 1965 is a City-owned facility consisting of 56 hangars and 120 airplane tie-down spaces.
The Airport currently supports approximately 86 aircraft. In addition, the Airport includes fueling,
aircraft maintenance and repair facilities operated by Skinner Aviation, the sole Fixed Base Operator
(FBO) who is on contract with the City.
Airport revenue is generated from hangar rentals, ground leases, fuel flowage fees, tari ffs from freight
operations, nightly and monthly tie-downs and Specialized Aviation Service Operator (SASO)
agreements. Currently SASO agreements are in place for three companies that perform diverse
commercial operations at the Airport. Since 1993, the FBO has been responsible for collecting and
monitoring these fees. The City rents 32 hangars on a month-to-month basis and has ground lease
agreements with an additional 14 individuals. Revenue from the hangar rentals and leases provides a
monthly stream of income, while the income from tie-downs and fuel flowage is cyclical and fluctuates
during the tourist season.
Each spring, the Airport Commission evaluates the existing rates and makes a recommendation to the
City Council to adjust fees as needed. The current rate policy structure includes rates for the following:
. aircraft tie-downs
. City owned T-hangars without doors*
. City owned T -hangars with doors*
. City owned Box hangars with doors and amenities
. privately built and owned hangars with a ground lease
. privately built hangars that are deeded to the City with a ground lease
Page I of2
~~,
CITY Of
ASHLAND
*T-hangars are exactly as the name implies steel buildings in the shape ofT's that are nested
together with the building orientation alternating by 180 degrees. Box hangars are square or
rectangular steel structures that are stand alone.
The City offers two options for hangar construction and ground leasing at the Ashland Airport. One is
to build a hangar and keep ownership of the hangar while leasing the ground from the City. The second
option is to construct a hangar and deed it to the City and lease the ground for a specified term,
typically 20-25 years. The ground lease rates for these options differ by over 50%.
Fees and rates are adjusted each year to keep pace with inflation and increased operating.costs. Hangar
rentals and leases provide a majority of the revenue making it important to establish the proper balance
between need, availability and financial impact to ensure a steady revenue stream to the City. In order
to develop the 2010 pricing policy, City staff adjusted the rates by double the January CPI-U and
presented the updates to the Airport Commission for review and recommendation. After thorough
discussion, they approved staff's recommendation and are now presenting them to the City Council for
approval.
Related City Policies:
The City, through its City Council, is empowered to approve rate increases related to City lease rentals.
Council Options:
1. The City Council may decide to approve Resolution No. IO-XX, a "Resolution Establishing
Rates for the Ashland Municipal Airport, and Repealing Resolution 09-21" as
recommended by the Airport Commission.
2. The City Council may decide to modify the Airport rate structure and direct staff to take the
modifications back to the Airport Commission for further action.
3. The City Council may decide to take no action on the proposed Resolution No. 10-XX and
continue collecting Airport fees as outlined in Resolution 09-21.
Potential Motions:
1. Move to approve Resolution 10-XX a "Resolution Establishing Rates for the Ashland
Municipal Airport, and Repealing Resolution 09-21."
2. Move to modify Resolution 10-XX and direct staff to take the modifications back to the
Airport Commission for further action.
Attachments:
. Draft Resolution
. Nested T-hangar layout
. Resolution No. 09-21
. Airport Commission Minutes of April 6, 2010.
Page 2 of2
~~,
RESOLUTION NO. 2010-
A RESOLUTION ESTABLISHING RATES FOR THE ASHLAND MUNICIPAL
AIRPORT, AND REPEALING RESOLUTION 09-21
Recitals:
A. The Airport Commission reviewed established airport rates and recommended
increasing current airport rates.
B. The City has determined it is necessary to increase user rates for aircraft hangar
rentals, hangar ground leases, freight charges and aircraft tie downs.
THE CITY OF ASHLAND RESOLVES AS FOLLOWS:
SECTION 1. Effective July 1, 2010, unless otherwise provided by an agreement or
lease, the rates shown on "Exhibit A" are established for facilities at the Ashland
Municipal Airport.
SECTION 2. Classification of the fees specified in Section 1 of this resolution are
classified as not subject to the limits of Section 11 B of Article XI of the Oregon
Constitution (Ballot Measure 5).
SECTION 3. Resolution No. 09-21 is repealed on the effective date of this Resolution.
SECTION 4. This resolution was duly PASSED and ADOPTED this
, 2010, and takes effect upon signing by the Mayor.
day of
Barbara Christensen, City Recorder
SIGNED and APPROVED this _ day of
,2010.
John Stromberg, Mayor
Reviewed as to form:
Richard Appicello, City Attorney
Page 1 of.1
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RESOLUTION NO. 2009-.1 \
A RESOLUTION ESTABLISHING RATES FOR THE ASHLAND MUNICIPAL
AIRPORT, AND REPEALING RESOLUTION 99-37
Recitals:
A. The City has allowed privately constructed hangars to be built on City property at the
Ashland Municipal Airport subject to the tenns of a ground lease;
B. The privately constructed hangars then become City property when the ground
lease expires;
C. The first of these ground leases is expiring this year, which makes it necessary for
the City to establish rental rates for these privately built. city owned hangars; and
D. In addition, the City is also adjusting other rates and establishing rates for freight
operations and helicopter ,hangars.
THE CITY OF ASHLAND RESOLVES AS FOLLOWS:
SECTION 1. Effective August 1, 2009. unless otherwise provided by an agreement or
lease, the rates shown on "Exhibit A" are established for facilities at the Ashland
Municipal Airport.
SECTION 2. Classification of the fees specified in Sections 1-4 of this resolution are
classified as not subject to the limits of Section 11 B of Article XI of the Oregon
Constitution (Ballol Measure 5).
SECTION 3. Resolution No. 99-37 is repealed on the effective date of this Resolution.
SE TI N 4. This resolution was duly PASSED and ADOPTED this ~/ day of
. 2009. and takes effect upon signing by the Mayor.
.2009.
SIGNED and APPROVED this ;!2.. day of
"
Exhibit "A"
Rates for Ashland Airport Facilities
August 1,2009 - June 30, 2010
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ASHLAND AIRPORT COMMISSION
April 6, 2010
MINUTES
MEMBERS PRESENT: ALAN DEBOER, DAVID WOLSKE, LARRY GRAVES. BOB SKINNER, LINCOLN
ZEVE, RICHARD HENDRICKSON, TREG SCOTT, ALAN BENDER
STAFF: SCOTT FEURY, MIKE FAUGHT
MEMBERS ABSENT: BILL SKILLMAN, RUSS SILBIGER
Visitors: Gary & Eva Voget, Glen Ward, Chris Adams, Brittany Wise, Michelle Scarlata
1. CALL TO ORDER: 9:33 AM
2. APPROVAL OF MINUTES: February 2, motion by Hendrickson for approval, second by
Graves, unanimous vote, minutes approved as written.
3. Additional Items:
4. Public Forum: Public Comments below regarding noise
5. OLD BUSINESS:
A. AlP Project Engineering Design: Fleury informs Commission that the City has received
50% plans from Reid Middleton for the Design portion of the AlP project. Fleury and
City staff will review plans and there is a scheduled meeting with the consultant
engineer to discuss red lines. Reid Middleton will then incorporate the 50% revisions
and create 100% plans for final review. The final review will take place in May and
the project will be open to public bidding late May. The City of Ashland will not
know if it is to receive the Discretionary Funds from the FAA to complete the
construction project until September 15'h of this year. If the City does not receive the
Discretionary Funds this year then the construction phase will slip until Spring or Fall of
2011. Fleury also informs the Commission that he will be presenting the Connect III
taxi-way project application to the Local Area Commission on Transportation on
April 13th. The Local Area Commission will rank the projects and then forward them
on to the Regional Commission on transportation for another set of rankings. Fleury
also working on grant applications for the dedicated Five Million for rural airports.
B. Airport Website Development: Fleury asks Commission members for aviation and
Airport related photos to post on website. Zeve to work towards gaining access into
the old website so that a forwarding link can be placed to send people to the new
website. The Commission would like to see an icon or tab on the front page of the
City website that would send people directly to the Airport section. The only way to
find the Airport page is to type Airport into the search field, unless you know the
Airport is managed by the Public Works Department and go to that homepage.
Fleury to check with Ann Seltzer regarding the addition to the homepage.
C. Brim training tower - Lease/Flowage/Noise: Gary and Eva Voget attend meeting to
discuss noise as it relates to helicopter operations on site at the Airport. Vogel's
would like to understand the current and future use policies as they relate to
helicopter training noise on site. They state that the noise pollution and
environmental impacts need to be addressed. The Vogel's state that the approved
G:\pub-wrks\eng\dept-admin\AIRP\MI NUTES\20 1 O\April 6 201 D.doc
planning documents show a 65db noise contour around the Airport and that as the
noise rises peoples patience will dim and they will take action against the Airport.
They also feel that home values will diminish as the noise increases. Skinner states
the training is a new addition to the use of the Airport and is acceptable and
approved use of the property. The City and Commission are learning the scope of
training since this is a new activity. Skinner has spoken with Brim Aviation regarding
concerns of noise and safety on site. Brim Aviation has stated they will perform a
majority of their training offsite as weather allows. When weather does not allow
them to fly offsite they need to perform training requirements as per their contract
onsite. Zeve states that he understands the Vogel's frustration as it relates to there
homes proximity to the Airport and the noise that is generated. He also states that
Brim Aviation is indeed trying to be good neighbors and train as much as possible
offsite. Vogets are concerned about the training tower being built at the Airport to
support the hover training exercises. Graves states that Brim Aviation has a 90 day
training contract with Shanghai Police officers that will end in April and the training
tower will not be built. Wolske would like the Commission to be proactive and help
generate a comprise solution to the noise issue. Skinner states the Airport receives
Federal Funds and it must comply with fair use standards, but at the same time be
good neighbors to the community. The Vogel's wrote a letter to the FAA regarding
the noise and the FAA stated it is the responsibility of the City to manage noise
related issues on site. They would like to see all training performed offsite and
recommended the Weed Airport, Montague and private properties to perform
requirements of training contracts. Wise states that the majority of there time is spent
training at alternate locations and that some situations call for them to train on site.
She also states that the FAA prefers them to train on site because safety services are
in close proximity in case of accident. Wise states that they have areas all around
the Airport where they do not fly in order to minimize impact to the surrounding
neighbors. Wise says that she and Michelle sit in the neighborhoods around Oak
Knoll while the training is going on to gauge how loud the noise actually is and they
also know residences in the same neighborhood that do not have issues with the
noise. Wise states that Brim Aviation is looking into sound meters and having an
acoustical engineer provide a sound analysis from the training operations. Scott
thinks that quantifying the sound would be a good idea by Brim Aviation. Graves
states that the Airport Commission is a volunteer Commission that works towards
resolving all Airport related issues and that what Brim Aviation is currently doing is
legal, but not fully acceptable to the Citizens with residences around the Airport.
The City and Commission will work towards a compromise and solution to issue. Zeve
states that he would like the City and the Legal Department to recommend a next
step for noise mitigation as it relates to future training. The Commission asks all those
affected by the noise to bear with them and the City while they work towards a
solution. This is the first time a situation like this has occurred and time is needed to
develop guidelines for usage on site. Zeve thanks the Vogel's for attending the
meeting and voicing there concerns.
Discussion turns towards the storage area lease and flowage fees for Brim Aviations
operations on site. Fleury states that since the tower will not be built a new lease
specifically for the rolling stock storage area will need to be developed by the City
and Legal Departments. The issue then lies with land use approval of the area for
storage. If Brim does not have or receive land use approval to use the area then he
will be required to remove the equipment. Fleury and Faught to research the land
use approval area with the Planning Department in order to generate a new lease
for the storage area. Wise states that Brim does not have an issue with paying a
lease fee for the storage area. DeBoer charges the City with enforcing all rules and
G:\pub-wrks\eng\dept-admin\AIRP\MINUTES\2010\ApriI6 201 Q,doc 2
fee's associated with usage at the Airport as they apply to Brim Aviation. Faught
states that he will work towards development of a new lease and start collecting the
required fee's from Brim Aviation. Fleury would like to proceed further with creating
an Ashland Airport self fueling permit that permit holders would have to satisfy in
order to fuel personal aircraft on site. Fleury states that he contacted the Fire
Department regarding Brims fueling from truck on site and they would like to inspect
his equipment and make sure it meets local fire code. The City needs to have
documents on file that show the spill prevention plan and other safety procedures
as they relate to the on site fueling of Brims helicopters.
D. Airport Day: Wise and Scarlata on had to discuss plans for Airport Day. Airport Day
will be held on Saturday May 22nd from 8am to 4pm. They day will start with a
pancake breakfast; there will also be a BBQ lunch around noon. Scarlata states they
will have many children friendly activities throughout the day. Kids activites will
include a bounce house, weather station construction, sidewalk chalk areas and
helicopter rides provided by Brim Aviation. Fleury asks for a brochure from Wise and
Scarlata to post on the website .that will give people more information on the
activities planned. Zeve would like to see some information placed in the City
Source May issue discussing Airport Day. Fleury to contact Administration to have
some information placed in the City Source. Fleury states that the Main St. banner
was reserved for the week and they should try to get a request in for next year as
soon as possible in order to reserve the week and have banner placed. Safety is still
a concern for interaction between kids/people and planes. Adams from CAP will
work with Wise and Scarlata to develop a marshaling plan. Skinner to also be
involved in safety planning issues.
E. Security Camera System: Fleury states he is waiting for the Information Technology
Department to get back to him regarding pricing and installation Airport. Fleury
states that money is tight in the Airport budget until the end of the fiscal year and
that once the new fiscal years starts he will push for purchase and installation of two
cameras to be placed around the FBO building as a start. As stated at the previous
meeting the security camera system the City currently uses at its 90 North Mountain
location is fully expandable and all information will be backed up on the Cities
servers.
F. Educational Curriculum: Graves states that he is still trying to make contact with the
director of Science Works to develop a work plan for an aviation curriculum. Scott
states that Mark Delarenzo the director has been very busy lately and will make
contact with him to discuss a physics' of flight program with components to be
based at the Airport. Adams from the CAP states that they have a FLY Teacher
program that could be beneficial as an educational program.
G. CAP Lease: Adams states he has received the letter from the City to the CAP
regarding construction of a new lease document similar to Medfords that has rate
reductions for "in-kind" service. He thinks this is an acceptable solution and will work
with the City and CAP to develop a list of "in-kind" services. He states that the CAP
has not been involved in search and rescue lately as they have been in the, past,
but they are working towards a more involved interagency cooperation agreement
with the Jackson County Sheriffs Department to be more involved in future 'search
and rescue. Adams also states they boat will be removed from the hangar as soon
as possible.
6. NEW BUSINESS:
A. Rental Rate Establishment: Fleury and Faught discuss rate increases with the
Commission. The Airport fund is still projected to be seven thousand behind for the
2011 budget year do to the debt requirements of the above ground fuel storage
system and the hangar construction. Faught reminds Commission that one of there
G:\pub-wrks\eng\dept-admin\AIRP\MINUTES\2010\ApriI6 2010_doc 3
main goals is to be financially self sufficient and they need to raise rates in order to
meet this goal. Faught also states that the Airport contingency fund is only five
thousand dollars and they really need to generate a surplus to increase the
contingency fund in the future. If any major problems were incurred the Airport
would need to use an interfund loan to complete any projects, if not covered by
the FAA's non-primary entitlement monies. Fleury presents rate increase sheet to the
Commission for approval and recommendation to Council'for adoption. Fleury
states the January CPI-U was 2.6% and that is the number that was used to increase
lease rates and that the rental rates should go up by approximately 5%. DeBeor
states that since his lease is up for renewal there will be the addition SASO
requirements placed on it and that will add another three thousand dollars of
revenue to the Airport fund in addition to his standard yearly lease payment.
Commission reviews Fleury's rate increase recommendations. Motion by Graves to
accept rates and shown, 2nd by Hendrickson, all approved. DeBoer recluses himself
from the vote do to a conflict of interest as an owner of hangars for rent at the
Airport. DeBoer would like a copy of the project FY11 budget sent to Commission
members for review. Fleury to forward copies of the FY11 budget.
B. Neil Creek Riparian Restoration: Fleury goes over planning email with Commission.
The Commission would need to schedule a pre-application conference with the
Planning Department to discuss plans for riparian improvement along the Neil Creek
corridor. In the pre-app stage the Commission would need to provide general
drawings of what they would like to accomplish including plantings and how this
would be accomplished. Fleury's time is limited currently and will need Commission
help to proceed further with this goal. Wolske is interested in help further the goal
and will contact SOU to see if they would assist in developing a restoration plan
along with performing some baseline research into restoration plans.
C. Unicom Frequency License: Fleury and Skinner state that the license for the Unicom
Frequency has expired and needs to be renewed. Commission members ask how
this information was obtained. Skinner states that he received and email from a
company that does the required paperwork to renew the license. Commission
members think it might be a scam and do not think the license is needed. Fleury to
contact FAA or ODA and determine if a FCC license is truly needed.
D. DeBoer Lease: Fleury states the lease for DeBoer's hangars has been written along
with the required SASO and asks Commission if they have any comment before the
lease is sent to City Council for approval. The lease will be for a ten year extension
and uses the current approved lease template. Commission has no comments.
Fleury to have lease placed on consent agenda for the first meeting in May.
E. Commission Appointments: Fleury states there were two applications received to fill
the vacancies from DeBoer and Silbiger. There were an additional two applications
received for reappointment. one from Zeve and one from Skillman. The Mayor will
make his appointments in June.
7. AIRPORT MANAGER REPORT/FBO REPORT/AIRPORT ASSOCIATION:
A. Status of Airport. Financial Report. Review of Safetv Reports: Skinner states that
Bob Delsman has an issue with the door pins at his hangar and that Fleury should
work with Skinner to find solution. Fleury to meet with Skinner and Peters from
facility maintenance to inspect and determine a fix. Skinner also states that he
has been working with Brim Aviation to find an acceptable on site area to
perform the required hover training and that any safety concerns that occur he
immediately deals with. Skinner waiting for activity to pick up as the weather
improves.
G:\pub-wrks\eng\dept-admin\AIRP\MI NUTES\20 1 O\April 6 201 O.doc
4
B. Maintenance Updates - No new updates. Maintenance work will continue as
time and weather allow.
C. Brown Bag: Graves attended brown bag meeting with Mayor. Graves states that
the Mayor would like to hear about all issues on a regular basis in order to be
proactive with solutions and that his door is always open.
8. OTHER:
The meeting of the JC airport commission is the third Monday of the month at 12:00 PM.
9. NEXT MEETING DATE: May 4th, 9:30 AM
ADJOURN: Meeting adjourned at 11 :34
G:\pub-wrks\eng\dept-admin\AIRP\MINUTES\2010\April 62010.doc
5
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\
CITY OF
ASHLAND
Council Communication
A Resolution Adopting a Supplemental Budget Establishing Appropriations within
the 2009-2010 Budget
Primary Staff Contact:
E-Mail:
Secondary Contact:
Approval:
May 4,2010
Administrative Services
Administration, Police,
Public Works, Electric
Martha Benne
Lee Tuneberg
tuneberl@ashland.or.us
Meeting Date:
Department:
Secondary Dept.:
Estimated Time:
10 Minutes
Question:
Should Council approve a resolution adjusting the FY 2009-2010 Budget to create appropriations and
authorize expenditures for unanticipated expenses during this year?
Staff Recommendation:
Staff recommends approval ofthe attached resolution.
Background:
There are three ways in which to change appropriations after the Budget is adopted.
I. 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 ofless 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.
A supplemental budget is needed to adjust the FY 2009-2010 budget.
This is the FOURTH supplemental budget of this fiscal year. It is.for the items on the attached
resolution, described as follows:
I. To recognize the receipt of $5,000 in reimbursement charges for court appointed attorneys
and increase appropriations in the General Fund, Municipal Court Division accordingly.
2. To recognize $77,314 in anticipated AFR grant monies to be received for work performed
in FY 2009-20 I 0 and increase appropriations to cover the approved grant expenditures.
Attached is a resolution for your approval. The recommended changes in the budget are explained after
each request and a staff member from the department is available to answer questions.
Related City Policies:
Compliance with Oregon Budget Law
Page I of2
~.l'
CITY OF
ASHLAND
Council Options: ;
Council may accept this supplemental budget request as presented, recomm~nd modifications as
discussed or defer acceptance (takes no action) awaiting further information or clarification.
Potential Motions:
I make a motion to approve the attached resolution adopting a supplemental budget for FY 2009-2010
for the purposes specified.
Attachments:
Resolution adopting a supplemental budget establishing appropriations within the 2009-2010 budget
Memo from Administration, Municipal Court on additional revenue and costs warranting a change to
the budget
Memo from Fire Department on FY 20 I 0 AFR Grant costs and reimbursements warranting a change to
the budget
Page 2 of2
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RESOLUTION NO. 2010-
A RESOLUTION ADOPTING A SUPPLEMENTAL BUDGET ESTABLISHING
APPROPRIATIONS WITHIN THE 2009-2010 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 prornpt 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 of the 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 the following additional
appropriations:
General Fund
Appropriation: Administration - Court
Resource:
Charges for Services
$5.000
~
$5.000
&QQQ
To recognize $5,000 in fees received for court appointed attorneys. This charge was established to
help cover costs due to the relatively high number of criminal cases.
Water Fund
Appropriation: Water Interface
$77.314
$77 314
Resource:
Intergovernmental Revenues
$77.314
$77 314
To recognize AFR grant money to be received reimbursing costs in the current fiscal year. This grant
was accepted by Council in March. .
TOTAL ALL FUNDS
$82314
$82314
Page 1 of 2
SECTION 2. All other provisions of the adopted 2009-2010 BUDGET not specifically
amended or revised in this Supplemental Budget remain in full force and effect as
stated therein.
SECTION 3. This resolution was duly PASSED and ADOPTED this _ day of May,
2010 and takes effect upon signing by the Mayor.
Barbara Christensen, City Recorder
SIGNED and APPROVED this _ day of May, 2010:
John Stromberg, Mayor
Reviewed as to form:
Richard Appicello, City Attorney
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Memo
FROM:
RE:
April 21, 2010
Lee Tuneberg, Administrative Services/Finance Director
Cindy Hanks, Accounting Division Manager
Tina Gray, Human Resource Manager
Supplemental Budget Request - Ashland Municipal Court
DATE:
TO:
The Municipal Court has included an Attorney Fee Reimbursement in all their criminal case
Judgment and Sentencing Orders for defendants that are approved for Court Appointed
Attorneys.
Because the Municipal Court has a relatively high number of criminal cases and a smaller
budget this year, the City Attorney's Office has been requiring all defendants who have a
source of income to reimburse the City for our costs.
The intent of the fee is to help reduce costs related to hiring Legal Counsel. We have been
advised by our Auditors that this fee should be treated as revenue. I would like to request that
a supplemental budget be submitted to recognize this revenue source in the Municipal Court.
ADMINISTRATlONIHUMAN RESOURCES
20 E. Main Street
Ashland. Oregon 97520
www.ashland.or.us
Tel: 541488-0002
Fax: 541488.5311
TTY: 800.735-2900
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Memo
TO:
FROM:
DEPT:
RE:
DATE:
Lee Tuneberg, Finance
John Karns, Fire Chief
Ashland Fire & Rescue
Amended Budget in Forest Interface Division, Water Fund
April 29, 2010
The Ashland Forest Resiliency Stewardship Project Master Stewardship Agreement and
Supplemental Project Agreement have been signed, giving the City partner status and allowing
the City to bill for staff time and supplies associated with project work. The City submitted a
proposed budget that was included in the project Supplemental Agreement, detailing costs
between April 1 , 2010 and June 30, 2010 in the amount of $77,314. In order to realize the
reimbursement of these funds in the current fiscal year, a budget amendment is needed from
Council.
Ashland Fire & Rescue
455 Siskiyou Blvd.
Ashland, Oregon 97520
www.ashland.or.us
Tel: 541482-2770
Fax: 541488-5318
TTY: 800-735-2900
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Council Communication
First Reading of Ordinances Adopting
Chapter 18.53 Croman Mill and Related Ordinance, Ashland Comprehensive
Plan, and Comprehensive Plan and Zoning Map Amendments
Meeting Date: May 4, 2010 Primary Staff Contact: Bill Molnar
Department: Community Development E-Mail: molnarb(a")ashland.oLus
Secondary Dept.: None Secondary Contact: Maria Harris
Approval: Martha Benn Estimated Time: 90 Minutes
Question:
Does the City Council approve the first reading of ordinances adopting Chapter 18.53 Croman Mill
and related ordinance, Ashland Comprehensive Plan, and Comprehensive Plan and Zoning map
amendments?
Staff Recommendation:
I. Staff recommends that the public hearing be reopened to give participants the opportunity to
comment on the transportation analysis update since the update is new information. After the
public hearing is completed, staffrecommends closing the public hearing and the pubic record.
2. Staff recommends the Council provide direction on any revisions that Council wishes prior to first
reading.
3. Staffrecommends that after the Council holds deliberations, first reading of the ordinance be
continued to the May 18, 2010 Council meeting. If extensive revisions are required, delaying first
reading until a later date such as June 1,2010 maybe necessary.
Background:
Comments from April 6. 2010 Public Hearinl!
At the April 6, 2010 meeting, the Council held the public hearing, closed the public hearing and left
the record open until 5 p.m. on May 4, 2010. A summary of the oral testimony from the April 6
meeting is attached (attachment I). .
Three main themes emerged from the oral testimony at the April 6 public hearing including
disapproval or disagreement with the guiding principles established with the Croman Mill Site
Redevelopment Plan (2008), concerns regarding the Phase II Central Boulevard improvements, and
concerns over the degree of the regulation included in the proposed Croman Mill District Standards.
Phase II Central Boulevard Improvements
Concerns were raised at the April 6 public hearing regarding the original concept which routes
Phase II of the Central Boulevard through the ODOT property and two private properties.
Additionally, concerns were raised regarding the cost of the infrastructure and the ability of the
City or businesses to afford the costs.
There are several conceptual options for the Phase II Central Boulevard improvements that can
accommodate the traffic projected from the development of the plan area, of which one option
is using the existing Mistletoe Road location which would not require the acquisition of the
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ODOT maintenance yard or private properties. The draft Croman Mill District Standards
include two conceptual illustrations for the Phase II Central Boulevard (page 2, Exhibit A,
Ordinance #3) both of which route the boulevard tlirough the ODOT property. A third option
of using the existing Mistletoe Road location for the Phase II Central Boulevard improvements
is addressed by the attached transportation analysis update (attachment 3). The option of using
the existing Mistletoe Road alignment does not route the boulevard through the ODOT or
private properties. The transportation analysis update finds the Mistletoe Road option can
accommodate the projected traffic for the next twenty years with the addition of a right hand
turn lane when approximately 50% of the plan area is built out, and with a traffic signal at
approximately 75% of plan area build out. Additionally, the City's map and aerial photo
information indicates sufficient width in the existing Mistletoe Road alignment to
accommodate the future Phase II Central Boulevard. The development and analysis ofthe final
street configuration and design would occur with the final Phase II Central Boulevard design
and engineering.
With the exception of the protected bike lane, the proposed design and width ofthe Central
Boulevard is in accordance with the existing standard for a Boulevard which has been included
in the Ashland Street Standards since 1999. The Central Boulevard includes a protected two-
way bike lane on the east side of the street, rather than having two separate on-street bike lanes
as required under current standards. The protected bike lane reduces the overall street cross
section by two feet in width.
Staff believes the on-street parking included on both sides of the Central Boulevard could be
removed from the required street improvement in the interest of reducing the street width and
thereby reducing street construction costs. While on-street parking is often necessary in a retail
and service-oriented area such as the downtown, generally light industrial and office areas such
. as the Croman Mill District do not require easily accessible short-term parking at the front of
the building.
The difference between the Croman Street Standards and the existing Ashland Street Standards
is that the Central Boulevard and some of the side streets are required to be "green streets."
Green streets are built to include landscape bio-swales in the medians and parkrows to increase
stormwater infiltration, reduce and slow the rate of runoff and use bio-filtration to remove
pollutants. Additionally, recycled aggregate materials are used in green streets. In terms of
additional costs for green streets, the installation ofbio-swales in the street median and
parkrows increase the construction costs approximately 6.5 %. Recycled paving materials were
found to be readily available and currently used as standard practice in the Rogue Valley.
The issue of financing the central boulevard and related utilities was raised at and discussed by
the Planning Commission. For subdivision and site review approvals, adequate capacity of
transportation, water, sewer, storm drainage, and electricity facilities is required for proposed
development. As a result, the developer of the property is responsible for the provision of
transportation and public utilities to and through the site. Accordingly, if a development were
proposed in the Croman Mill study area, the developer would be responsible for the
construction of the central boulevard and the related utilities. Improvements can be proposed
and constructed in phases. It is important to note that regardless ofwhether a master plan is
adopted for the Croman Mill site, the build out of the Croman Mill site under the current zoning
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("No-build scenario) requires a significant investment in public infrastructure to construct the
facilities necessary to accommodate future employment in the area.
In the case where streets and utility lines that are larger facilities which serve a greater area
beyond the development, developers can be awarded system development charge (SDC) credits
for a portion of the cost of the qualifying facilities that they construct. For example, when
North Mountain Avenue was improved to city standards from North Mountain Park to the city
limits, the developer was given credit for a portion of the street improvements that serve the
general public beyond the immediate area. As an Avenue (major collector), North Mountain
, collects and carries traffic in both a northerly and southerly direction from Ashland's
neighborhoods to larger streets. Additionally, this function will expand further at some time in
the future when the Nevada Street connection is made.
In November 2009, the Public Works Department introduced the concept of developing
Advanced Financing districts to the City Council. The purpose of Advanced Financing is to
provide a financial mechanism to reimburse publicly or privately funded public improvement
projects that have direct benefit to other property owners. Examples of larger public facilities
are construction of street extensions to provide required traffic flows, construction of traffic
signals, storm water improvements and corresponding detention basins, larger and/or extended
water lines that are require for fire flow for several projects, improved sewer lines to provide
capacity to an entire area and right-of-way or easement purchases for required public
. improvement which may be outside 0 the their property or development boundaries. Advanced
.Financing is similar to the formation of a Local Improvement District (UD) in that it .
distributes the cost of public improvement projects based on benefited use. With the Advance
Financing method, payment is due when the benefited property owner connects to or accesses
the public improvement. Another tool for the development and funding of transportation
projects is the Capital Improvements Program (CIP).
In November 2009, the Council authorized Staffto work with Oregon Department of
Transportation (ODOT) and Oregon Business Development Department to prepare a grant
application for an Immediate Opportunity Fund (IOF) grant of up to one million dollars to be
used for road construction at the Croman Mill Site. The IOF is a state program, and the state
purpose of the [OF is to support primary economic development in Oregon through the
construction and improvement of streets and roads and is funded through State gas tax revenue.
The Croman Mill Site Redevelopment Plan (2008) includes a work plan for the next steps in
implementing the plan. The first two "time-sensitive" items on the list are to create and adopt a
Croman Mill District overlay zoning plan and to adopt the Croman Mill Site Redevelopment
plan. The following.items on the list include studying the feasibility of an urban renewal
district and developing and urban renewal plan, as well as developing a financing plan for
structured parking. Tax increment financing is generally a product of an urban renewal district,
and is used to finance public infrastructure by using a tax increment to pay debt service on
bonds.
Degree of Regulation
In regards to the degree of regulation, concerns were raised at the April 6 public hearing
regarding the overregulation of developmen! and the change in the economic environment.
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As proposed, the planning application process for development proposals in the Croman Mill
District is relatively unchanged. Under the current E-I and M-I zoning, new buildings,
additions or expansions require Site Review approval in accordance with Chapter 18.72. The
same Site Review process will be apply to new buildings, additions or expansions in the CM
zoning overlays.
Currently, new structures or additions that are 20% of an existing building's square footage or
10,000 square feet of gross floor area, whichever is less, are processed under the Type I
procedure. Buildings larger than the size threshold are processed under the Type II procedure.
A Type I procedure involves the Staff Advisor making the decision, public notice and any
appeals being heard by the Planning Commission. A Type II procedure involves a public
hearing and decision by the Planning Commission, public notice and any appeals being heard
by the City Council. Upon submittal of a complete application, Type I applications which are
not appealed to the Planning Commission can be processed in 35-45 days while Type II
applications with the automatic public hearing requirement typically require 75 days.
To address economic concerns, one approach that staffrequests the Council strongly consider
would be to revise the Procedures Chapter 18.108 to allow Site Review applications for
development proposals in the Croman Mill District to be processed under the Type I procedure.
If this change were to be instituted, the Type II procedure would be used for Major
Amendments to the Croman Mill District plan, and Conditional Use Permits applications
involving new buildings or more than three residential units.
The primary difference in the review of the applications in the Croman Mill District will be the
applicable Site Design and Use Standards.
o Compatible Industrial (CI): New development in the CI zone would be subject to a
similar level of review as Basic Site Review. Basic Site Review is the entry level of site
review focusing on site layout, building orientation and landscaping requirements, and
is currently applied in areas such as Hersey Street, Jefferson Avenue, Benson Way and
Applegate Way.
o Office Employment (OE), Neighborhood Commercial (NC), Mixed Use (MU) and
Development Adjacent to the Central Boulevard: New Development in the OE, NC,
MU zones and adjacent to the Central Boulevard would be subject to a level of review
similar to the Detail Site Review zone. The Detail Site Review Zone is a higher level of
site review than Basic Site Review, and includes further requirements for orientation
and scale of buildings, streetscape and building materials. The Detail Site Review Zone
is currently in place on Ashland's main streets such as Siskiyou Boulevard, Ashland
Street, A Street, the downtown and the railroad property (i.e. Clear Creek Drive, Russell
Drive).
The following is a summary of standards that would be applied to the Croman Mill District that
are in addition to or differ from the Basic and Detail Site Review Standards that are currently
applied citywide.
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o Residential Buffer: The height of buildings in the area across Hamilton Creek from
the residential neighborhood adjacent to Tolman Creek Road is limited to 40 feet in
height (3 stories), which is the same maximum building height permitted under the
existing M-I Industrial zoning. The height of building in the Neighborhood Center
zone to the north and east of the existing residential neighborhood is limited to 35 feet
in height (2 Y, stories), which is the same maximum building height permitted under the
existing R-I Single-Family Residential zoning of the ODOT property and surrounding
area.
o Automobile Parking Credit: The required off-street automobile parking can be
reduced by up to 50% through a series of credits for on-street parking, mixed uses,
individual Transportation Demand Management (TDM) plans and shared parking. This
is greater than the 35% off-street parking reduction that is permitted citywide.
o Minimum Number of Stories and Floor Area Ratio (FAR): A minimum 1 story
with a partial second story and FAR of .50 is required for the Compatible Industrial
zone. A minimum of two stories and .60 FARis required for the Office Employment,
Neighborhood Commercial and Mixed Use zones. Under the existing code
requirements, the minimum FAR in the Detail Site Review Zone is .35. However,
proposed development can show a phased plan that shows how the development will
meet the minimum number of stories and FAR over time. This is intended to encourage
building intensity and increase efficient y of land use, ultimately reducing the potential
for sprawl on city employment lands.
o Freight Rail Spur and Commuter Rail Platform Easements: The Croman Mill
District Standards include requirements for dedicating easement areas for the future
freight rail spur and commuter rail platform.
o Central Park and Transit Plaza: The Croman Mill District Standards include design
element requirements for the future central park and transit plaza. The park and plaza
requirements include standards for landscaping and design elements to provide
guidance to the developer.
o Greeu Development Standards: One of the goals included in the Croman Mill Site
Redevelopment Plan (2008) is to "mandate sustainable and green development codes."
Additionally, the plan includes suggested sustainable development guidelines that were
incorporated into the Green Development Standards for the Croman Mill District. The
Green Development Standards focus on green site improvements such as using recycled
content in streets, driveways, parking lots, sidewalks and curbs, and creating green
surface parking areas through the use of pervious paving or increasing the tree canopy.
In terms of additional costs for green streets, the installation ofbio-swales in the street
median and parkrows increase the construction costs approximately 6.5 %. Recycled
paving materials were found to be currently used as standard practice in the Rogue
Valley and readily available. The total additional cost of providing pervious pavement
for green surface parking to comply with this proposed green standard is 5% more than
paving an entire lot with non-pervious material. The additional costs for bio-swales and
porous paving are up-front construction costs, and do not capture the long-term benefits
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of green streets and paving such as slowing the flow of storm water from developed
areas before discharge to streams, filtering pollutants out by the top layers of soil, and
allowing infiltrating of storm water into the ground to replenish the groundwater
aquifer.
o Performance Standard Bonuses: Green building construction measures are not
required, but are rather encouraged through a height bonus which grants additional
building stories for LEED certified buildings. According to staff research, there is an
average 2-4% increase in cost for buildings developed in accordance with LEED
standards when compared to conventional site design and construction. Bonuses are
also provided in the form of a density bonus for affordable housing, and in the form of a
height bonus for underground parking.
Transportation Analvsis Update
The recently completed transportation analysis update as well as the original analysis and cost report
are attached (attachment 2 - a, b and c). Staffrecommends that the public hearing be re-opened to give
participants the opportunity to comment on the transportation analysis update since the update is new
information.
The transportation analysis update includes three items: I) a future year (2030) analysis of an
additional land use scenario (Alternative F) addressing the "hybrid" industrial/office land use plan
included in the current plan before the City Council, 2) an analysis of an alternative option for Phase II
of the Central Boulevard using the existing Mistletoe Road alignment should the Oregon Department
of Transportation (ODOT) maintenance yard rernain in place indefinitely, and 3) an analysis of
potential change in traffic impacts if a railroad crossing connecting the plan area to Washington Street
were established.
Hybrid Industrial/Office Scenario (Alternative F)
The original transportation analysis included four initial land use scenarios including an office
scenario and an industrial scenario. However, the redevelopment plan ultimately resulted in a
fifth scenario, or a "hybrid" scenario including a mix of industrial and office land uses. The
attached transportation analysis update addresses the hybrid industrial/office land use plan that
came after the initial transportation analysis was completed.
The hybrid industrial/office scenario, also referred to as Alternative F in the attached update,
projects the traffic impacts over the next 20 years of the future development as well as general
growth to the surrounding streets and intersections. Many of the mitigation measures needed to
reach jurisdictional standards are also necessary even without the redevelopment of the Croman
Mill site (No-build scenario). The update identifies additional mitigation measures that may be
needed by 2030 for Alternative F including an additional westbound right turn lane at
Interchange 14, a northbound right turn lane on Tolman Creek Road at Ashland Street, the
signalization of realigned Central Boulevard/Tolman Creek Road intersection, and a traffic
signal at Siskiyou Boulevard/Tolman Creek Road.
The original transportation analysis looked at the build out of the Croman Mill site and
surrounding area over the next 20 years under the current zoning and street network. The
analysis projects future traffic impacts of the future development as well as historical growth to
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surrounding streets and intersections. This base line analysis is called the "No-Build" scenario,
and identified five locations which would need additional capacity improvements by the year
2030 - Interchange 14 northbound ramps, Interchange 14 southbound ramps, Ashland
Street/Washington Street intersection, AsWand Street/Tolman Creek Road intersection and
Siskiyou Boulevard/Tolman Creek Road. The transportation analysis suggests possible
mitigation measures to address the future capacity issues such as making Washington Street
right-in, right-out only onto Ashland Street, or adding another westbound left turn lane on
Ashland Street. It is important to note that regardless of whether a master plan is adopted for
the Croman Mill site, the build out of the Croman Mill site under the current zoning requires a
significant investment in public infrastructure to construct the facilities necessary to
accommodate future employment in the area.
Mistletoe Road Alignment
The transportation analysis update includes an option for Phase II of the Central Boulevard
using the existing Mistletoe Road location. This option is included to address the phasing of
the Central Boulevard should the Oregon Department of Transportation (ODOT) maintenance
yard remain in place indefinitely, and as a result, the original Phase.I1 concept not be feasible.
The analysis finds that the existing Mistletoe Road alignment could be used for the Phase II
extension of the Central Boulevard rather than the original concept oflocating the road through
the ODOT property. The analysis identified the need to widen Mistletoe Road to include an
additional right turn lane at the intersection with Tolman Creek .Road at approximately 50% of
the plan area build out, and the need to provide a signal at the Mistletoe Road/Tolman Creek
Road intersection at approximately 75% of the plan area build out. Additionally, the update
finds that the original Phase II of the Central Boulevard is not required from a traffic operations
perspective.
The original Phase II concept for the Central Boulevard involves the realignment of the new
street with Tolman Creek Road, and the Central Boulevard bisecting the ODOT maintenance
yard site. The purpose of the original Phase II concept was to create a gateway into the
Croman Mill District which would contribute to the identity of the employment area, to
continue the boulevard street design used on Siskiyou Boulevard and Ashland Street, and to
connect the existing boulevards and create a loop through the property. Additionally, the
realignment of Tolman Creek Road was intended to address residents concerns regarding traffic
impacts to the residential neighborhood by discouraging non-local traffic through the Tolman
Creek neighborhood and in the Bellview School area. Concerns have been raised by ODOT
regarding their ability to find a new location for the maintenance yard. Additionally, concerns
have been raised by the owners of 695 and 697 Mistletoe Road because the concept for the
original Phase II Central Boulevard locates the street through their properties. As a result, the
option of using the 'existing location of Mistletoe Road for Phase II of the Central Boulevard
was included in the transportation analysis update.
Washington Street Connection
The option of making a connection from the Croman Mill site to Washington Street across the
railroad right-of-way was analyzed to determine if providing a second connection to the north
would disperse the traffic so that less mitigation would be needed a the Tolman Creek
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Road! Ashland Street intersection. The analysis finds that the impacts to the intersection of
Tolman Creek Road/Ashland Street would be reduced by a Washington Street Connection if a
signal were to be provided at the W ashington Street/Ashland Street intersection. In contrast"
the Washington Street connection does not significantly reduce the impact to the Tolman and
Ashland Street intersection if Washington Street is limited to right-inlright-out only at Ashland
Street. ODOrs draft access management plan for the reconstruction ofInterchange 14
includes the control of Washington Street to right-inlright-out. The analysis identifies the
signal at Ashland Street/Washington Street providing better operations, but points out that the
signal does not meet ODOT access spacing standards and would require a design exception and
approval from the state traffic engineer. Other considerations which would need to be
reviewed are the ability to gain approval for a crossing of the railroad right-of-way, the type
and cost of an additional crossing and the impact of an overhead crossing on the planned street
network and Central Park.
City Council Deliberation Outline
Staff has prepared responses to the questions submitted by the Councilors prior to the May 4 meeting
(attachment 3). If Councilors are interested in information according to the chronology of the project,
the project web site, www.ashland.or.us/croman. includes the project materials by meeting date
beginning with the 2008 planning process up to the current Council meetings, under the "Project'
Materials" link (hltp://ashland.or.us/Page.asp?NavlD=1 0780).
Staffrecommends the Council use the deliberation process to provide direction on any revisions that
Council wishes prior to first reading. Staff recommends that after the Council holds deliberations, first
reading of the ordinance be continued to the May 18,2010 Council meeting. If extensive revisions are
required, delaying first reading until a later date such as June 1,2010 may be necessary.
The outline below was developed in an effort to assist in the process of deliberations by addressing the
primary components ofthe Croman Mill District Implementation Plan. A summary question and some
of the key issues are included under each component. The key issues include carry over items from the
Plaruning Commission recommendation as well as some of the potential revisions to address issues
raised at the public hearing on April 6. The key issues are meant to be a starting point to help facilitate
the discussion, and are not intended to be a comprehensive list of Council concerns.
1. Comprehensive Plan and Zoning Map Amendment
Should the Comprehensive Plan, Comprehensive Plan Map and Zoning Map be amended to
implement the Croman Mill' Site Redevelopment Plan (2008) with recommended revisions by
the Planning Commission?
This would involve: I) revising the Comprehensive Plan Map designations ofIndustrial,
Employment and Single-Family Residential to the Croman Mill District, and 2) revising the
Zoning Map designations ofM-1 Industrial, E-I Employment and R-I Single-Family
Residential to CM Croman Mill including the Compatible Industrial (CI), Mixed Use (MU),
Neighborhood Center (Ne), Office Employment (OE) and Open Space (OS) zoning overlays.
Key Issues:
. Mixed Use (MU): Should the Mixed Use zoning overlay (CM-MU) be included in the
Zoning Map amendment? (Planning Commission recommendation)
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. 650-750 Mistletoe Road: Should the properties at 650-750 Mistletoe Road (mini-storage
site) retain the M-l Industrial zoning, have the Comprehensive Plan designation amended
from Industrial to Croman Mill, and include the portion of the site adjacent to the street in
the Detail Site Review Zone? (Planning Commission recommendation)
Ordinances: I, 5 and 5a
2. Add Accompany land Use Regulations and Standards for the Croman Mill District
Should ordinances be adopted and revised to accompany the Croman Mill District and
implement the Croman Mill Site Redevelopment Plan (2008) (i.e. Chapter 18.53 Croman Mill,
Section VIII - Croman Mill District Standards and miscellaneous Chapter 18 revisions)?
Key Issues:
. Major and Minor Amendments: Is there adequate flexibility in the major and minor
amendment process to allow applications to propose alternate approaches to the Croman
Mill District Standards?
. Streamlining Site Review Approval Process: Should all Site Review applications in the
Croman Mill District be processed under the Type I procedure rather than the existing
system of requiring a Type II process with a public hearing for Site Review applications
involving new structures or additions that are 20% of an existing building's square footage
or 10,000 square feet of gross floor area, whichever is less? If this change were to be
instituted, the Type II process would be used for Major Amendments to the Croman Mill
District plan, and Conditional Use Permits applications involving new buildings or more
than three residential units.
. Street Orientation: Should the street orientation follow the original street framework, or
should the streets and zoning overlays be adjusted to the East-West street orientation as
shown on the East-West Alignment Alternative Map included in the April 6, 2010 City
Council packet?
. Central Boulevard Design: Should on-street parking be removed from the design of the
Central Boulevard?
. Phase II of the Central Boulevard: Should using the existing Mistletoe Road location be
included as a third conceptual option for Phase II ofthe Central Boulevard?
. Washington Street Connection: Should a connection from the Croman Mill site be
incorporated into the plan prior to adoption?
Ordinances: 2, 3, 4 and 6
Related City Policies:
Ashland Comprehensive Plan - Chapter II: Introductions and Definitions, Chapter III: Citizen
Participation, Chapter IV: Environmental Resources, Chapter VII: The Economy, Chapter VIII: Parks,
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Open Spaces and Aesthetics, Chapter X: Transportation, Chapter XI: Energy, Air and Water
Conservation, Chapter XII: Urbanization
Chapter 18.108 Procedures
Council Options:
The Council may approve, approve with modifications, or deny the .first reading of ordinances
adopting Chapter 18.53 Croman Mill and related ordinance, Ashland Comprehensive Plan, and
Comprehensive Plan and Zoning Map Amendments.
Potential Motions:
I. Move to approve first reading ofthe following ordinances and request that the ordinances be
brought back for second reading on June 15,2010. .
. Ordinance #1: An Ordinance amending the City of Ashland Comprehensive Plan to add a
new Croman Mill District designation to Chapter II [Introduction and Definitions] to add the
Croman Mill Plan Designation on the adopted Land Use Map Legend and adopt the Croman
Mill Site Redevelopment Plan and Economic Opportunities Analysis as support documents to
the City of Ashland Comprehensive Plan
Exhibit A: Croman Mill Site Redevelopment Plan (December 2008)
Exhibit B: City of Ashland: Economic Opportunity Analysis
Exhibit C: Comprehensive Plan Map Legend
Exhibit D: Comprehensive Plan Appendix A: Technical Reports & Supporting Documents
. Ordinance #2: An Ordinance amending the Ashland Land Use Ordinance creating a new
Chapter 18.53 Croman Mill
Exhibit A: Chapter 18.53 Croman Mill
. Ordinance #3: An ordinance amending AMC 18.72.080.C Site Design Review Standards to
add new Site Design and Use Standards for the Croman Mill District
Exhibit A: Section VIII Croman Mill District Standards
. Ordinance #4: An ordinance amending AMC 18.08.190, 18.08.341, 18.08.342, 18.08.343,
18.08.845, 18.12.020, 18.61.042, 18.68.020, 18.68.050, 18.72.030, 18.72.110, 18.72.120,
18.72.140,18.72.180,18.84.100,18.88.070, 18.88.080, 18.92.020, 18.96.090, 18.104.020,
18.106.030, 18.108.0174 of the Ashland Municipal Code and Land Use Ordinance for
consistency with new Chapter 18.53 Croman Mill
. Ordinance #5: An Ordinance amending the City of Ashland Comprehensive Plan to change
the land use map designation of approximately 99 acres of land within the City of Ashland
Urban Growth Boundary from Industrial, Employment, Single-Family Residential and Rural
Residential (Jackson County) to the newly created Croman Mill Plan Designation; amending
the City of Ashland Zoning and Land Use Control Maps to rezone approximately 78 acres of
land within the City Limits from M-l, E-I, and R-I-5 Districts to the newly created Croman
Mill Zone; and imposing five Croman Mill Overlay Districts on the Croman mill zoned
properties, including Compatible Industrial, CM-CI, Office Employment, CM-OE, Mixed Use,
CM-MU, Open Space, CM-OS, Neighborhood Center, CM-NC
Exhibit A: Proposed Comprehensive Plan Designation
Exhibit B: Proposed Croman Mill District Zone (CM)
Exhibit C: Proposed Zoning Map Changes
. Ordinance #5a: An Ordinance Extending the City of Ashland Detail Site Review Zone
Exhibit A: Croman Mill District Detail Site Review Update
Page 10 of 11
~.l'
CITY OF
ASHLAND
. Ordinance #6: An Ordinance amending AMC Chapter 15 to create LEED Certified Building
Priority
2. Move to approve first reading with proposed amendments as noted after each ordinance, and
request that the ordinanc~s be brought back for second reading on June 15,2010.
(see list of ordinances above)
Attachments:
1. Summary of comments of April 6, 2010 City Council public hearing
2. Transportation Analysis Information
a. Supplemental Traffic Analysis Report
b. Baseline Transportation and Development Transportation Report
c. Transportation Cost Report
3. Staff memo addressing questions from City Council
4. Letter from Ashland Chamber of Commerce
5. Letter from Mike Morris
Pagellofll
~.l'
CITY OF
ASHLAND
Public Testimony Summary
RE: Croman Mill District Master Plan Public Hearing 04/06/2010
Pam Marsh, Planning Commission Chair:
Explained the Commission's discussion process of review and recommendations. and she noted her four
primary observations
I) The Master plan was evaluated by the Planning Commission based on the guiding principles,
keeping them in the forefront of the planning process. As a result of those goals this Plan
aims high in attempting to create a unique neighborhood with a specific identity that could
support a significant number of family wage jobs. That level of employment density could in
turn support innovative infrastructure, transportation alternatives and high standard of
environmentally sensitive development
2) The Master Plan does not open up any areas of the City to development rather it is an attempt
to focus and organize development that is already allowed. The Croman plan area is already
in the City Limits and could develop at any time. The Master plan provides a template to
organize its development.
3) The plan is conceptuaL The important thing is to look at the concept as the plan details can
be amended through implementation.
4) The plan is internally integrated. Changes in one element would have implications on the
rest of the plan.
Ms. Marsh in response to a question from Councilor Voisin explained the Planning Commission did not
accept the "Minority Report" prepared by Commissioners Mindlin and Dawkins because it went beyond
specific planning decisions, incorporated testimony not part of the public record and was considered
inappropriate to include as part of the official Planning Commission documentation.
Mike Montero, Representative for the Croman Mill Property owners
Expressed support for the master plan, stating it retains sufficient flexibility to meet a variety of
demands. On behalf of the owners they urge adoption of the plan. He noted that Plexis Healthcare
Systems Inc [a medical software company interested in developing a portion of the property} is pleased
at this point and looks forward to being sited there and having their future tied to that property and the
City of Ashland.
John Kruese, owner 690 Mistletoe Rd.
Stated for the record that he is opposed to the proposaL He cited concerns regarding the timing of Phase
I and Phase II Central Blvd. improvements. Stated that this was the first he's heard of the option of
Mistletoe Road being used for the Central Blvd. Noted that the proposed Central Blvd [not using
Mistletoe Rd.) would go through his building. He stated that the alternative of using the existing
Mistletoe Rd for the Central blvd does not sufficient right of way available with only 34'.
COMMUNITY DEVELOPMENT DEPARTMENT
20 E. Main Street
Ashland, Oregon 97520
www.ashland.or.us
Tel: 541-488-5305
Fax: 541-552-2050
TTY: 800-735-2900
~.l'
Paul Steinle, Southern Oregon University and Croman Advisory Committee:
Read a letter into the record provided by SOU Provost Jim Klien that stated the university is very
supportive of expansions in economic opportunities in Ashland, and that a variety of employers will
provide more opportunities for SOU graduates.
Kathy Kennedy Hamlin, co-owner 690 Mistletoe Rd:
Identified their two taxlots which are both developed as light industrial. Stated that the proposed Central
Blvd bisects both buildings and the plan if approved would impact the economic viability of these
buildings. Noting that she is not accepting of Phase II showing their buildings being dissected at this
point has an economic impact and could constitute takings of value given challenges in securing new
lease agreements from prospective tenants. Does not know how the City will resolve the issue of
acquiring the right of way.
Graham Lewis, Ad hoc Croman Advisory Committee:
Stated from his prior experience with the Chamber of Commerce's Economic Sustainability and Rapid
Response committee that he's come to the conclusion that for Ashland to have a sustainable economy
we must"have space. He stated this Master Plan is important for a sustainable economy in providing a
place for existing Ashland businesses to expand and for new businesses to start-up or relocate here. "A
vote for this plan is a vote for economic sustainability."
Mark Dirienzo, 700 Mistletoe Rd.
Supported a plan to turn the Croman Mill Site into a vibrant flexible dynamic economic center that
encourages the growth of existing and new companies. He stated its his belief the plan will have
unintended consequences that will stifle business development. He stated that the result of two years of
discussions is a plan that is complicated, confusing and costly. He posed the following questions that
need to be answered:
. How much will the proposed infrastructure cost? He stated he believes it is more than the
businesses or City can afford based on his estimates.
. Can real life businesses adhere to the plans use restrictions regulating allowable percentages for
office, warehouse, or production, and how does the plan address changes in use over time?
. Why have lot size and minimum building size restrictions that would make it difficult for small
businesses?
. Why is his lot being thrown into the plan? He asserted that a change on their zoning overlay will
have a detrimental impact to his property
He requested the plan not be approved, but sent back for simplification and flexibility. He Suggested
revising to add an incremental approach to infrastructure, including a thorough analysis by development
professionals for an economic analysis,
Tom Bradley
Stated he was impressed with the thought and creativity that has gone into the transportation and utility
infrastructure noting that he considers those two services to be most effectively provided by the
government. He expressed his concern that we could be over regulating development. He stated that the
COMMUNITY DEVELOPMENT DEPARTMENT
20 E. Main Street
Ashland, Oregon 97520
www.ashland.or.us
Tel: 541.488.5305
Fax: 541-552-2050
TTY: 800-735.2900
~.l'
economic environment is not likely to be the same in 10 years and that perhaps the criteria could be
simplified to have more latitude in the future as conditions change.
Zach Brombacher, Tolmau Property resident and Business owner:
He is not against it perse, but is discouraged with how it has been going. Stated he has been involved
with the process [Croman hearings], and is concerned that the City is pushing this proposal for a private
developer and he stated that he feels the City has ignored the concerns of adjacent property owners. He
is extremely concerned about the infrastructure and capacity. He stated he does not want to pay for
someone else's development and that the City should consider those that are already in the area.
Melanie Mindlin
Noted her prepared statement was presented in writing in the form of the "minority report". She
expressed that the main issue was varying views of what ought to be done with economic development.
She stated that at the planning commission they had discussed only wanting businesses there with 100
employees. She stated that the Planning Commission spent the sessions discussing the details of
implementing the plan, and she felt they did not discuss the substantive issues underlying the plan which
was a frustration. She questioned whether a second high density employment area is what is needed.
She questioned as to whether the edge of town was more appropriate for light industrial that needs a lot
of space. She stated that the design standards proposed would be difficult for lower capitalized
businesses in terms of afford ability. She personally would recommend "getting rid of all of that
complex and very expensive design standards, and look at perhaps just a few environmental resource
focused standards...".
Michael Dawkins
Cited a March 15th statement by Pam Marsh which was in the minority report regarding. the scope of the
PC review. He recalled a meeting in which the prior Mayor had indicated that the area should be high
density employment. He felt the M-I property by its nature is inexpensive. He questioned the high
density employment objective in relation to the location of the site, rather than promoted Plexis to be
located close to downtown. He felt the PC fe"fell down" by not looking at larger issues.
Cate Hartzell
Written request to leave the public record open
John Fields
Questioned where the plan got "off-track" and he felt the focus on the office park approach was not
where Ashland is or is going. Cited a difficult in relocating high tech industries and employees to
Ashland. Expressed that a plan is a "bridge" into the future and when he looks at this plan he sees the
details are not fully understood in terms of an incremental development of infrastructure and the
economies of scale necessary to fund their development. He stated that he does not think the plan is
done and does not provide a lot of room to grow.
Colin Swales
Written letter read into the record.
COMMUNITY DEVELOPMENT DEPARTMENT
20 E. Main Street
Ashland. Oregon 97510
WNW.ashland.or.us
Tel: 541.488.5305
Fax: 541.551.1050
TTY: 800.735-2900
~.l'
DKS Associates
TRANSPOR'TAT10N SOLUTIONS
TECHNICAL MEMORANDUM
TO:
Maria Harris, City of Ashland
Bill Monlar, City of Ashland
,
FROM:
Alan Snook, AICP .
Mat Dolata, EIT
DATE:
April 29, 2019
SUBJECT: Croman Mill Property
Supplemental Traffic Analysis Report
PlOOO48-O()()...()()()
The purpose of this memorandum is to provide supplemental traffic analysis related to the
proposed Croman Mill property project located in the City of Ashland, OR. The traffic analysis
should be considered an addendum to the Baseline Transportation and Development
Transportation Report from January 2009'. The supplemental analysis includes: future year
(2030) analysis of a fourth conceptual development land use scenario, the impacts of a proposed
Washington Street connection from the project site north to Highway 66 (Ashland Street), the
impacts of Misteltoe Road connectivity alternatives at Tolman Creek Road, and the need to
improve Mistletoe Road connecting to the west.
Executive Summary
Based on this analysis, there are a number of improvements necessary by 2030 under the
Alternative F land use scenario. However, many of the mitigations needed to reach jurisdictional
standards are also necessary in the No-build condition (even without the redevelopment of the
Croman Mill site), and the mitigations are fewer than what was identified for the more intense
previous land use identified in Alternative D.
Additional mitigations identified for Alternative F that were not included in the No-Build
include:
. A westbound right turn lane at the Highway 66 / 1-5 Northbound Ramp intersection
. A northbound right turn lane at the Highway 66 / Tolman Creek Road intersection
. Signalization of the "Central Boulevard" roadway with Tolman Road.
. A traffic signal at the Highway 99 / Tolman Creek Road intersection
Additional mitigations identified for Alternative D that are not included in Alternative F:
I Croman Mill Property Baseline Transportation and Development Transportation Report, DKS Associates, January
2nd,2009
DKS Associates
TRANSPORTATION SOlUTfONS
FINAL MEMORANDUM
April 29, 2010.
Palle 2 of 14
. Southbound right aud westbound right turn lanes at the Highway 66 / Tolman Creek
Road intersection
. An additional turn lane at the Tolman Creek Road / Mistletoe Road intersection
Analysis of the proposed realignment of Tolman Creek Road at Mistletoe Road indicates that it
is not needed from an operational perspective, but does provide a more direct route of travel for
trips to/from the proposed development. Retaining the existing Mistletoe Road alignment could
work with the proposed land uses, it would just slightly modify the improvements at the
intersection of Mistletoe Road/Tolman Creek Road. Both options (realignment or retain existing
alignment) would require a signal at the intersection and a neW tUrn pocket to meet operational
standards.
Regardless of the realignment, Mistletoe Road would need'to be improved to a three lane facility
when volumes from the proposed development reached a critical point. Mistletoe Road south of
the intersection (or east ifno realignment occu~d)would likely need to be widened to a three
lane facility at approximately 85% of the proposed Alternative F development. Tolman Creek
Road to the north of the intersection would likely, need to be widened to three. lanes at
approximately 60% of the proposed development.-Incomparison, two-lane fa~ilities would be
adequate for No-Build, while a four or fiv~ lane facility was previously identified under
Alternative D land.uses. '--"
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An extension of Washington Street south to thede~elopment are~'would reduce mitigations
necessary at the intersection of Highway 66 / :rom;m CreekRoad, but only if a signal was
provided. If an extension,.was prrivided with. Right"inlRight-Out access at Highway 66 /
Washington Street, additional mitigation would be necessary'at.the Highway 66 / Tolman Creek
Road intersection. While a signal at the intersection of Highway 66 / Washington Street
provides better operatioris(~nd better connectivity, ~i.th a Washington Street Extension), the
signal does not meerODOT"access spacing standards and would require a design exception and
approval from the state. traffic engineer to install>, "
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Background " '\ ' ,
".' ,"
The Croman Mill redevelopment' project has proposed a set of land uses with revised
transportation ihrra.Sl!Ucture. Avariety ofland use options have been analyzed through previous
alternatives, and a: set 'of potential mitigation strategies have been outlined based on these land
uses. This report includ~\ a~alysi~ 'of a new land use scenario referred to as Alternative F2.
Assumptions and Methodology
This section describes the assumptions and methodologies used for the proposed land use
scenario and associated trip generation and distribution. Unless otherwise noted, assumptions
from the previous transportation analysis are catried forward including study area, intersections,
future horizon year, and analysis methodology.
2 The scenario is called Alternative F in reference to Alternatives A-D, which were included in the previous
T ransportatiOD Report. as well as an interim Alternative E used for internal analysis.
DKS Associates
TRANSPORTATIO'I SOLUTIONS
FINAL MEMORANDUM
April 29, 2010
Pap;e 3 of 14
Proposed Zoning
Figure I illustrates the proposed land uses and sub division of the Croman Mill property and
surrounding properties for Alternative F. The proposed land uses include compatible industrial
(CI), mixed use (MU), neighborhood center (Ne), office employment (DE), open space /
conservation (OS), and manufacturing (M-I) zoning.
Table 1 summarizes the proposed land use, acreage and potential associated square footage for
the new land use scenario compared to the existing zoning (Alternative A).
Table 1
Future land Use Assumptions and Calculated Square Footage
Land UselFloor Area
Existing Zoning .
Acres , .. .1 000 . fI...
N/A / ~ N/A
N/(I' ' N/A
63.14 688
"-
4.58 '., 100 .
N/A ", N/A
"
. 19.01 125 du
'NA NA
..8&.73' ."..
Notes: \ \ '.... "'<
FAR=Floor-to-arearatio-~ - -'- \ \,
du = dwelling units ' \, \ -,./
( sq_ ft. = square feet . ',", \', \,-//,
. Assumed to be evenly split between Commercial/Office and Residential land uses.
**This area estimate is'exclusive ofland to be dedic3t~d'as public right of way
SOURCE: City of Ashland . " ',- \' \
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Trip Generation', "'-" v
, " " ,_ "' '-. ~ J
With different zoning replacing the currently allowed uses, there may be different motor vehicle
trips expected.. Using the hind use for the proposed alternatives, motor vehicle trips were
estimated for Alternative F UShlg the Institute of Transportation Engineers Trip Generation
Manual (1h EditionJ). These trips were calculated for the AM and PM peak hours, as well as
daily trips. Table 2 presents the potential trips that could be made to/from the study area during
peak hours of the day (of the entire day). Table 2 also lists the total acreage for each land use
and the assumed Floor Area Ratio (FAR) to convert acreage to usable square footage.
Residential units were calCUlated at 17 units per I acre. This would consist of a high density type
of residential land use. As with previous Alternatives 8-D, the proposed Alternative includes a
park-and-ride in the northwest portion of the study area that would service a potential commuter
rail station near the intersection of Tolman Creek Road and the existing City ofPrineville
Land Use Type
Mixed Use
Open Space
Industrial/ Manufacturing
OfficelConunerdal
Reta~
Residential
Parlt and Ride
".
Acres
13.47
.'7.68
, 26.64
19.57'
N/A
2.56
1.16
71.07'*
,
J
Alternative F
1,000 . fl.
147/166 duO
N/A
580
512
N/A
44du
220 s ces
, While there is an Sib Edition available, the 71b edition was used for consistency with the previous analysis. It is
estimated that the difference between the 71b and Sib editions for expected trip generation is for PM peak hour trips is
S (AM peak hour trip difference is 19 and daily trip difference is II), or less than I % different. In each case, the 71b
edition represents a slightly higher trip generation resnIt and is therefore reflects the larger estimate oftrip
generation impacts.
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LEGEND
N
Information Sources: City of Ashland
~
PROPOSED LAND USE
BY LOCATION
MAP NOT
TO SCAlE
DKS Associates
TRANSPO'RTATIQN SOLUTIONS
FINAL MEMORANDUM
. April 29, 2010
PaRe 5 of 14
Railway (COPR) heavy rail tracks. This alternative also includes a parking garage centrally
located in the study area within the Office Employment Area.
Table 2
Zoning, Acreage and Potential Square Footage of Study Area
AM Peak Hour Trips
In Out Total
470 64 534
959 118 1.077
26 62 88
1 0/ 1
196 39 236
1,651 ,285 1,936
Notes: /
FAR = Floor-lo-area ratio ',-
/.~ "'. ',- ",
du = dwelling units / ''\ '"
/ " "-
sq. ft. = square feet /." _ ... "-
· Includes estimated share of Mixed Use acreage ahd 1.49 acres reserved for a parking garage..
.. Includes estimated share of Mixed Use acreage", '", " ,
" ,
Although the AM peak hour has higher trip generatioll'thmfth,ePM peak hour in'Alternative F,
the PM peak hour remains the criti~time period for analysis of traffic operations. The study
area roadways have significantly higher traffic volumes during the PM peak hour. For example,
the Highway 66 / Tolman Creek Road intersection: traffic cOunt~ show approximately 50% more
traffic in the PM peak hour compared toth~AM Peak hour, representing a difference of several
hundred vehicles. In ,comparison, flte 55 vehicle differ~n~ebetween.the AM and PM peak hour
trip generation represents less than .a 3% change. / .... "<, ,
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Table 3 summarizes and compares the number of in, out and total trips for each scenario during
the AM, PM; and daily trip periods..Included in thi~ trip generation calculation was a small
reductionin potential trip making based on,the:potential for pass-by trips associated with the
retail Iandrises for each alternative (wJlere appliqt.!>le).
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\, \ Trip Ge~~ration Comparison
land Use Acres FAR Unils
Industrial 26.6 0.50 580 K sq. ft
Office Employment 26.3' 0.60 659 K sq. fi.
Residential 9.3" 1700 160du
Open Space 7.7 N/A 8 acres
Parll and Ride 1.2 N/A 220 SIlllces
TOTALS 11.1
PM Peak Hour Trips
In Out Total
68 500 569
130 799 929
55 42 107
1 1 2
157 118 275
422 1,460 1,881
Oaily
Trips
4.044
7.070
1.075
35
552
12,776
" , Exlstina Zonina Alternative B Alternative C Alternative D Alternative F
AM Peak Hour In , 735 .: 1,055 1.115 1,975 1.651
, ,
Trips Out'. ,1.65 330 325 430 285
-.~ ./
Total ' 900 1.385 1.440 2.405 1,936.
PM Peak Hour In '.'180 645 575 690 422
Trips Out 775 1.165 1,160 1,810 1.460
Total 950 1.810 1,735 2,500 1.881
Daily Trips
SOURCE:DKSA$~m~s
10,135
14,010
12,944
18,933
12,776
From Table 3, it can be seen that, of the four scenarios, Alternative D generates the highest
traffic volumes, while Alternative C represents the closest match to Alternative F for daily trip
OKS Associates
TRANSPORTATION SOlUTl'ONS
FINAL MEMORANDUM
April 29. 2010 .
PaM" 6of14
generation. The difference in the number of trips generated comes from the different
proportioning of land use between the scenarios.
Roadway Network
As was assumed for Alternatives B-D, this alternative includes Tolman Creek Road being
realigned to "tee" into the realigned Mistletoe Road occurring just south of the COPR heavy rail
alignment. This option is being considered to have Tolman Creek Road perform as more of a
neighborhood collector to help reduce the amount of traffic utilizing the roadway. Currently
Tolman Creek Road is classified as an Avenue, which is a higher classification than a
Neighborhood Collector, indicating the potential for higher volunies. This alternative would
include the reclassification of Tolman Creek Road as a Neighborhood Collector and assumes a
slightly lower posted speed limit to encourage lower vehicle traffic.
I -' "
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Future Findings //';" , .. ...
The following section evaluates the future PM,)ieak' hour traffic operations associated with
Alternative F. Where study area intersections'do rrot meetjurisdiction~l St8ndards, mitigation
measures will be identified to meet those stan~ds.The methodology and assumptions used in
the previous transportation report, including analysis period, futtire year, and trip distribution are
maintained for this analysis. " . ,
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Unmitigated Operations " \' .,.:-, ""
Table 4 identifies 2030 PM peak hour operi1tio~'assl.lining lanQuSe and associated trip
generation estimated for AI~rDative F and n6roadway mitigations., :
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Alternative F - 2030 PM Peak HO\lr Unmitigated Traffic Operations
, . PM Peak Hour
Intersection' " . Mobility Standaid Delay LOS
Hwy 66 (Ashland St)n-5Northllound Ramps , 'VIe 0.85 .. > BO.O F
Hwy 66 (Ashland St)n-5 Southbound Ramps ',VlCO.85 > 80.0 F
Hwy 66 (As,hland St)/WashingtOll S1' . ". VlC 0.90 > 80.0 F
Hwy 66 (AshlandSt)tTolman Creek Rd "., " V/C 0.90 60.3 E
Tolman Creek RdlMisdeloe Road ,".\ ".) LOS D > 8D.D F
Hwy 99 (Siskiyou BIvd)tT a1man Creek Rd VlC 0.90 > 80.0 F
Hwy 99 (Siskiyou Blvd)lMiSlletoe MiD Rd VlC 0.90 51.8 F
Hwy 99 (Siskiyou 81vd)/CrowSon Rd . VlC O.BO 11.4 B
SOURCE: DKSAssoc/Btes"'/
,
I I -Indicates an inle<section.tIiat does not meet jurisdictional standard
VIC
>to.;.
. ; J~t;~
>'~"-l"io-":b-'"
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0.68
> 1.0' . I
0.50
0.11
Based on the findings in Table 4, six total intersections fail to meet jurisdictional standards by
the year 2030 during the PM peak hour, and would require some form of mitigation to meet the
outlined standard. Five of the intersections are also forecasted to not meet jurisdictional
standards in the No-build condition. In addition, the realigned intersection of Tolman Creek
RoadlMistletoe Road does not meet jurisdictional standard in Alternative F.
OKS Associates
FINAL MEMORANDUM
April 29, 2010
PaMe 7 of14
'TRANSPORTATION SOLUTIONS
Mitigations
The following summarizes potential mitigation strategies to address deficiencies expected for the
Alternative F land use scenario.
. Hwv 66 (Ashland Street)/Interstate 5 northbound - As in the No-build scenario, this
intersection has a deficient V /C ratio for the stop controlled side street. The northbound
left turning vehicles incur a large amount of delay associated with multiple conflicting
heavy vehicle movements at this intersection. Similar mitigation as under the No-build
condition (traffic signal) would be necessary; however signalization alone would not
meet the jurisdictional standard. In addition, a separate eastbound left turn pocket would
be necessary in order to meet the jurisdictional stand3rd, This would provide a protected
left turn for the large number of vehicles accessirig Interstate 5. This improvement would
require tbe reconstruction of the existirig overPass to allow for a three lane cross-section
(currently it is a two lane structure). As in Alternatives B'::.D, a westbound right turn
pocket would also be necessary with AIU;mati~e F land use., '
, , ,
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,
The intersection does not meet peak hour. signal warrants during thePM peak hour. Since
this intersection does not meet signal Warrlmts3yarianc.e would need to'be sought to
install a traffic signal and the justification of the. traffic signal would need to be
documented and then reviewed by ODOT and the State Traffic Engineer for potential
, ' ',,-
approval. \ \.. '--,,--- '",-
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. Hwv 66 (AshlandStreet)/Interstate 5\southbOundramo - The'stop controlled off-ramp
intersection haS southbowia.movemenis that are' over capaciiY. Similar mitigation that
was outlined forthe No-build scenari;;~~~.ld/still be 'necessary under this alternative.
This includes a traffic signal at the intersection and an additional southbound right turn
pocket (for dual right turns). The intersectiori currently meets signal warrants, and would
coritinueto do so in the futuie. ,,"~ \ "
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.'H~ 66 (Ashl~dStreet)lw~hiDlrton streit - This intersection has stop control in the
nc>rthbound direction and heaVy volumes east/west on Ashland Street which create a
dela:ya~d capacity coi.strilint fo~ th~;northbound left movement. This intersection has
similar lni,tigl!tion as woul~ be necessary under the No-build scenario. This includes a
traffic sigrial with an additional westbound left turn pocket (for dual left turns).
"', / I
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The intersection meets t,he peak hour signal warrant, however is spaced approximately
350 feet away from the Interstate 5 southbound off-ramp. Because a signal at this
location would violate spacing standards, a variance would need to be granted to allow its
construction. Additional options related to this intersection are discussed later in this
report, including creating a Right-lnlRight-Out traffic control. The proposed Right-
InlRight-Out traffic control would operate within jurisdictional standards without
requiring any additional mitigations (such as additional turn lanes or a traffic signal), but
would have impacts to other nearby intersections and limit circulation and access to
Wasbington Street land uses.
DKS Associates
TRANSPORTATlON'SOLUTIONS
FINAL MEMORANDUM
April 29, 2010
Pall. 8 of 14
. Hwv 66 (Ashland Street)(folman Creek Road - Similar to the No-build scenario, an
additional (second) westbound left turn at this intersection would help to mitigate the
intersection operations. The creation of dual westbound left turns would require two
receiving lanes southbound on Tolman Creek Road. The additional receiving lane could
taper and merge to one lane further south of this intersection. However, the left turn alone
is not enough mitigation to meet the jurisdictional standard. In addition to adding a
westbound left turn, a separate northbound right turn would be needed to achieve the
jurisdictional standard for vie ratio. The need for additional southbound right and
westbound right turn lanes were identified for Alternative D, but are not necessary in
Alternative F. // "
/ /~
. Tolman Creek Road/Mistletoe Road (realigned) L The realigned intersection does not
meet jurisdictional standard as an unsignalized intefseetioth Signalizing the intersection
allows for adequate intersection operations:TIui intersection meets peak hour signal
warrants under this alternative in the futili-e. The need for aD'additional eastbound turn
lane to separate right and left turns was idehtified for Alternati:Ve D;,but is not necessary
in Alternative F. ''-'-'>'' / '. ',- ..
," /
. , '--, / / "
. Hwv 99 (Siskivou Boulevard)!Tolman Creek Road c-,Under Alternative F this
intersection is beyond the jurisdictional standardilven with expected changes to the peak
hour factor through TDM measures outlined in theN()"build scenario; additional
mitigation is necessary to meet the juriSdictional standl\l-d>The northbound left turn
movement has delay ahdcapacity\:onstraints due to the ~top'controlled movement and
the uncontrolled (free flow) ~ovement\~n Siskiyou Boulevard. Adding turn lanes to this
approach does not alleviate the delay amI/or, capacity constraints. A signal at this location
~, . " " ., ',,-
would allow for. adequate traffic operations; however the intersection does not meet a
peak hour .signal w~t. If a signal were'tp be implemented at this location a variance
~ould need to be gra:nt~. ,.'- -." ........... \ ~
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Mitigated Operations '., ", "" ~
, " '. \ ',',
Based on the mitigation measures outlined above, Table 5 summarizes the future operations of
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study area in~~tions in the ~030 PM peak hour with Alternative F land use. All intersections
meet jurisdictional standard with the proposed mitigations. It should be noted that some of the
proposed mitigati6iis ."would requite additional review and approval, especially the
implementation of new, signals. at iDtersections if they do not meet a signal warrant. Meeting a
signal warrant is one crite~on for implementing a signal, but there are many other criteria that
should be evaluated and reviewed before deciding on installing a signal.
DKS Associates
TRANSPORTATION SOLUTIONS'
FINAL MEMORANDUM
April 29, 2010
PaRe 9 of 14
Table 5
Alternative F - 2030 PM Peak Hour Mitigated Operations
PM Peak Hour
LOS
C
B
A
o
C
B
F
B
Intersection
Hwy 66 (Ashland St)n.5 Northbound Ramps
Hwy 66 (Ashland St)n-5 Southbound Ramps
Hwy 66 (Ashland St)/Washington Sf
Hwy 66 (Ashland St)ff olman Creek Rd
Tolman Creek RdlMistJetoe Road (realigned)
Hwy 99 (Siskiyou BIvd)ff olman Creek Rd
Hwy 99 (Siskiyou BIvd)lMistletoe MiD Rd
Hwy 99 (Siskiyou BIvd)lCrowson Rd
SOURCE:DKSA"~res
Mobility Standard
VlC 0.85
VlC 0.85
VlC 0.90
VlC 0.90
LOS 0
VlC 0.90
VlC 0.90
VlC 0.80
Delay
22.7
18.1
7.5
37.0
22.4
19.1
51.8.
" '11.4 '
Vie
0.74
0.61
0.51
0.88
0.83
0.70
0.50
0.11
Mitigation Triggers /',.,
The timetTame for full development of a property"c~be uncertain.'Tlible 6 lists progressive
mitigation measures for each intersection and Ii trigger point that identifies the approximate level
of development (as a percentage of full build-Out of Alternative F land uses) where the
mitigation would be needed to address PM peak'hoJti- deficienCies. Table 6also identifies which
of these measures are included in theN<?-Build scerim:io; No-BUIld mitigatio~s are identified as
having a development trigger poinfof 50%, because tJie No"Build trip generation is equal to
approximately 50% of the proposed NuirnarlveF trip geriemtion. This analysis makes some
simplifying assumptions including uniforln deveil>pment oftheproperty across all land use
types, but can be used as a rough guide for lnitigation priority and bmeline for intersection
. ,/" \ '\; "- '
Improvements. . ~. .... \ / / '.j
/' //- '" \ /" r-
(( \ \V
" " " Table.6
',' Alternative F - Mi.tig~tion Triggers
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Inte"""'!foil'., '....' . .._~Itlgatlon~cription
//, "" " ""," "- '~- ';
. ". -.. ... ". T raffle signal . ~
Hwy 66 (Ashlarid St)n.5 NOrthbou~dRamps 'EBL'tum lane (with above)
, " \... WBR turn Lane (with above)
Hwy 66 (Ashland St)JI-5 Southbound Ramps T raffle signal with SBR tum lane
Hwy 66 (Ashland St)/Washingion Sf T raffle signal with WBL tum lane
'" . WBL tum lane
Hwy 66 (Ashland St)ffolman C,reek Rd N8R turn lane (with above)
Tolman Creek RdlMistJetoe Road'-" / Roadway realignment & E8R tum lane'
Roadway realignment & trafflc signal
T raffle signal
...
Included in
No-Build
x
X
X
X
X
Development
Trigger Point
50%
50%
50.55%
50%
50%
50%
90-95%
60-65%
75.80%
50-55%
Hwy 99 (Siskiyou Blvd)ff olman Creek Rd
Hwy 99 (Siskiyou Blvd)/Mistletoe Mill Rd
Hwy 99 (Siskiyou BIvd)/Crowson Rd
SOURCE: DKS Associares
Note: Twn lane abbreviations represent cardinal direction (north, soulb, east, west) and relative movement (left,
right, tbrough) e.g. (EBL = eastbmmd left and NBR = northbound right).
*EBR turn lane is not included in mitigation for full (100%) of Alternative F development, but provides an
operational benefit that may serve as an interim solution prior to full build-<>ut.
DKS Associates
TRANSPORTATION SOLUTIONS
FINAL MEMORANDUM
April 29, 2010
PaMe 10 of14
Roadway Circulation Anematives
In addition to the land use alternatives being considered, there are some roadway circulation
changes worthy of further examination. Three changes from the existing roadway network are
analyzed below:
,
. Realignment of Tolman Creek Road at Mistletoe Road
. Extension of Washington Street (connecting to the proposed development across the
existing railroad)
. Right-In-Right-Out operations at the Washington Stree! /Ashland Street intersection
/
./
Mistletoe Road Connection Sensitivity "
The proposed realignment of Tolman Creek Road would "tee~ mto Mistletoe Road and would be
classified as a Neighborhood Collector, thus reducingthepotential"for through trips along
Tolman Creek Road. The more "through" route would'be created along Mistletoe Road with a
new roadway extending from Mistletoe Roadt6 t4e 'southeast and c~nnecting to Hwy 99
(Siskiyou Boulevard) farther east of the existing Mistletoe Road. This roadway has the potential
to be a three lane. The current plans assume an alignment to thewest that is placed within an
existing Oregon Department of Transportation(ODOT) maintenance yard. Ifthis'property were
not available for the proposed realignment of MistletOe Road, something similar to the current
alignment would be retained, with a MistletOe Road "te~"into Tolman Creek Road.
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The proposed realignment of Tolman Creek Road~'the pote'D.tial to divert existing and future
trips due to a less direcrnorthlsouth route to ~onnect'to/from HwY 9.9'(Siskiyou Boulevard) and
Hwy 66 (Ashland Street):The regional travel,demilnd rriOdel,was. used to help estimate the
potential for diverted trips. These diverted trips were rerouted in/the future forecasts for analysis.
Table 5 from the previ~us transportation reportid~ntified the potential for diverted trips from
Tolman C~eek Road basedo~'the regioniltravel d~triand model as approximately 50 peak hour
vehicles for alternatiyes ~ ana.<( and 50-100j'eak ~our vehicles for Alternative D.
"., ~'
In terms of intersection ~pe~tion~; th~'only inters:ction significantly impacted by the proposed
alignment would be the Toi~ri..~reei{'~oa~ / Mistletoe Road intersection itself. Table 7
summarizes the operations and,required lnitigations for the intersection with the existing
configuration of Mistletoe Road (east/west) intersecting with Toman Creek Road (north/south).
'''" ~, >' ,.'
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Operations Summary - Existing Mistletoe Road Connection
'- / Alternallve F
Mobility Mitigated Operation
Standard
Delay LOS VIC
Intersection
Mlllgation
Description
Included
In No-
Build
Development
Trigger Point
Talman Creek RdlMislle\oe Road
LOSD
35.5
D
0.92
WBR turn lane
Traffic signal
50-55%
75,80%
SOURCE:DKSAMoc~res
Table 7 indicates very similar mitigations and operations for the current configuration as were
identified for the realigned intersection in Table 5. In both cases an additional turn lane can
DKS Associates
TRAN$PORTATIOfl SOLUTIONS
FINAL MEMORANDUM
April 29. 2010
Pa~e 11 of14
provide a temporary mitigation. However, before full build-out of Alternative F, a traffic signal
would be required to meet jurisdictional standards. The realigned route would make for more
direct travel for the proposed development area between Highways 66 and 99, while the current
configuration provides more direct travel north and south between the two highways. The overall
balance of traffic volumes between approaches is relatively even in either scenario. As a result,
traffic operations are similar in each scenario.
The overall traffic volume expected for Mistletoe Road and the realigned Tolman Creek Road
may necessitate widening the existing two-lane roadways to three-lane or even four-lane
facilities. Typically, 700 vehicles per hour in a single lane is c6nsidered a threshold for widening
to three lanes and 1200 vehicles per hour would indicate aplltential need for four or five lanes.
In the Alternative F scenario, portions of Tolman Creek ROa,d(north of the realigned intersection
with Mistletoe Road) are forecasted to have over 1000: vehicles ill a single lane and portions of
Mistletoe Road are projected to have over 800 vehiCles 'in a single hine, indicating the need for
three lanes of roadway. The need for three lan,es~s triggered at appro~imately 60% of
Alternative F development on Tolman Creek Road'(north of the Mistletoe Road intersection) and
85% of Alternative F development on Mistlet~e ~oad (south of the Tolman Creek Road
intersection.) The No-Build scenario would likelyha\oe an approximate lane volume maximum
of 650. indicating that a two lane section would be adequate., The higher traffic volumes
generated from Alternative D are estimated to be at a maximum of approximately 1200 vehicles
on Tolman Creek Road (north of the Mistletoe Road intersection), which may trigger the need
for a four or five laDe facility if such a iand,us'esceiiario is PIus!1ed.
\ \ "., , .,
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Washington Street Co';~7ctioni;en.sitiVitY \ \ /, . ,. ' '-..../
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A proposed extension.of~ashington Street sol,lth ~ould create an additional access point into
the study area and would potentially divert traffic demand from Tolman Creek Road and its
intersectionsat,the Highway66 arid Mistletoe R~ad'iJJ.tersections. This is a key intersection
because of the high level of lnitigation' identified irisome alternatives, particularly Alternative D
whichsnggested the'need'for an additional linn l'line 'o~ each approach. However, two potential
, .. ".', '.', "I
difficulti,esexist for the W!lshington Street extenSion. The first is the proposed roadway would ,
need to cross the railroad that borderS the north/west portion of the study area. The second issues
is that the Washington Street I.Highway'66:intersection has been identified by for potential
Right-InlRight'Outoperations,'given its proximity to the 1-5 / Highway 66 interchange ramps.
\ ,
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Right-lnlRight-Out ciperations would alleviate the left turn delay/capacity constraint, however
due to physical constraiilts \vhhthe heavy rail alignment to the south, Washington Street
provides the only full cOllllection to access multiple parcels within this area. If a right-in/right-
out access were pursued, additional connectivity would need to be provided potentially to
Tolman Creek Road to allow for additional ingress/egress for that area. A right-in/right out
access may also impact connectivity for land uses located to the north of Ashland Street
(primarily retail uses). While both options would allow for adequate traffic operations, a signal
may be the preferred mitigation to allow for full access to surrounding land uses.
DKS Associates
TRANSPORTATION SD'lUTIONS
FINAL MEMORANDUM
April 29. 2,010
Pa~e 12 of 14
To analyze the impacts of the proposed Washington Street extension and potential Right-
lnlRight-Out operations at the Washington Street extension, four separate scenarios were
identified:
. Washington Street Extension & Right-lnlRight-Out operations at Highway 66
. Washington Street Extension & all turns permitted at Highway 66
. No Washington Street Extension & Right-InlRight-Out operations at Highway 66
. No Washington Street Extension & all turns permitted at Highway 66
All four scenarios are analyzed with Alternative F assumed tobe)'ully built. Figure 2 includes a
schematic illustration of each scenario and also identifies 203()}PM peak hour traffic operations
for the three study intersections impacted by the alternatives. The following section discusses
the operations and mitigations for each of the four s.C!l~os. ',' '_,
'-, "
Figure 2 shows the traffic operations expected ,~ithout a Washington Street extension and with
all turns permitted at Washington Street / Highway 66 (similar to the preyious Alternative F
configuration.) The results match those previousl:Videntified in Jable 5. The'mitigations
identified include two additional turn lanes at the Tolman CteekRd / Highway 66.intersection.
.~ '... .. ,c ..
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Figure 2 also shows the traffic opemtionsexpected with a Washington Street extension
constructed and with all turns permitted at Washington StielwlHighway 66. The extension
removes the need for any mitigations at'th~.Tolman '('reek RdVHighway 66 intersection and also
improves operations at the Tolman CreekRd/ Mistletoe Road interSection. However, traffic
operations at Washington,Street iHighwaYI\6'are,d~gradedifrom vlc '0.51 to 0.74, but still meet
the jurisdictional stall(lafd. \ '. \ / /. "~) . ,
\,,\ '-', " \, \'
The Right-In/Right-Out'tuffi restriction, at Washington Street / Highway 66 removes the need for
constructing:'a!riiffic.signal attheWashingronStreet I Highway 66 intersection. However, traffic
operatiorl's at Tolman Creek Rd/Highway 66 ~redegnided and require additional mitigations
~.':'~:" "-, "," - .. " , .. .... - "
(southbound left and eastbOund righfturn lanes) compared to the base scenario for Alternative F.
With the~gh.t-InlRight-Outiestriclion'at Washington Street / Highway 66, the mitigations for
the TolmariCreek Rd / Highway. 66 inks"ection match what was identified for Alternative D.
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The traffic openiti()~s,expected ~itp a Washington Street extension constructed and Right-
lnlRight-Out operali~ns at Wa~hington Street / Highway 66 are also identified in Figure 2.
Traffic operations at TO~nlan.C~k RdI Highway 66 benefit from outbound study area traffic
turning right onto Highway' 6~:from Washington Street extension (instead of from Tolman Creek
Road). However, with the tUrDs being restricted, the impacts are relatively small and the
mitigation required remains at four additional turn lanes for the Tolman Creed Rd / Higway 66
intersection. As in the previous scenario, the Right-InlRight-Out turn restriction does remove the
need for adding a signal at the Washington Street / Highway 66 intersection.
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DKS Associates
TRANSPOR'TAIION SOLUTIONS
FINAL MEMORANDUM
,April 29, 2010
Pa~e 14 of 14
In summary, the proposed Right-InlRight-Out operations at Washington Street / Highway 66
remove the need to locate a traffic signal at the intersection. However, the Right-InlRight-Out
restriction places more demand on the Tolman Creek Road / Highway 66 intersection and will
necessitate additional mitigations at that intersection. In addition, the proposed signal at
Washington Street is spaced approximately 350 feet away from the Interstate 5 southbound off-
ramp. A signal in this location would not meet spacing standards. If a signal were pursued at this
location a variance would need to be granted.
~
The proposed Washington Street extension would reduce demind on Tolman Creek Road
intersections. However, the mitigations are only significantly afftcted if there are no turn
, i'
restrictions at Washington Street / Highway 66. Combhliiig ~he.Washington Street Extension
with Right-InlRight-Out operations at the Highway 66)nterseCtionwould provide little benefit
from an operational perspective, although the extenSiOli would improve circulation and access
for both the study area and land uses located al,oog Yte existing Wai;hi,ngt!ln Street alignment.
The improvements identified at Tolman Creek, RoadlHighway 66 are no~ im,mediately needed
and have been identified to be needed at approximately 50% of the proposed'development if
access is restricted to right-in/right-out at WashingwnStreetlHighway 66 andnoextension of
Washington Street in place. If the Washington Street extension and/or a signal at Washington
StreetlHighway 66 were to be pursued by the pty based on the potential need for improvements
on the surrounding roadway network and the.implications those improvements may have, there is
" -, ',-.. "."
time based on the sensitivity analysis to' weigh the llenefit-cost aiialysis of that improvement to
other improvements identified-iI! the surrounding ;:QadwllY network>"
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DKS Associates
TRANSPORTATION SOLUTIONS
FINAL MEMORANDUM
January 2, 2009
Pall. 1 of24
TECHNICAL MEMORANDUM
TO:
Jason Graff, Crandall Arambula PC
Bill Monlar, City of Ashland
Alan Snook, AICP
Michael Tomasini, ElT
FROM: '
DATE:
January 2, 2009
SUBJECT: Task 3.3 and 3.4a: Croman Mill Property
Baseline Transportation and Development Transportation Report P0617lxOOOxOOO
The purpose of this memorandum is to document the technical assistance related to the
transportation analysis associated with the proposed Croman Mill property project located in the
City of Ashland, OR. The transportation analysis includes a review of existing conditions,
documentation of assumptions/methodology for analysis, and a future year (2030) analysis with
three con~eptualland use and circulation plans.
Study Area
The study area for this project is located in southeast Ashland Oregon and is comprised of
approximately 90 acres of land zoned primarily industrial, residential, or employment. The study
area is bordered by Ashland Street (Hwy 66) to the north, Siskiyou Boulevard (Hwy 99) to the
south, 1-5 to the east, and Tolman Creek Road to the west. The following study area
intersections were identified for detailed analysis, and Figure I identifies these intersections with
their traffic control and lane geometries:
. Ashland Street (Hwy 66) /1-5 Northbound Ramps
. Ashland Street (Hwy 66)/1-5 Southbound Ramps
. Ashland Street (Hwy 66)lWashington Street
. Ashland Street (Hwy 66)/Tolman Creek Road
. Tolman Creek RoadlMistletoe Road
. Siskiyou Boulevard (Hwy 99)/Tolman Creek Road
. Siskiyou Boulevard (Hwy 99)/Mistletoe Mill Road
. Siskiyou Boulevard (Hwy 99)/Crowson Road
....
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o
LEGEND
o - Study Nea Intersection
II . -In_. Traffic Control
.. -Intersection GeomelJy
* - Projed S;o. Location
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N
Infannation Sources: City of Ashland
Oregon Department of Transportation
GrandaU Arambula
~
CROMAN MILL PRO.JECT
STUDY AREA
MAP NOT
TO SCALE
DKS Associates
FINAL MEMORANDUM
January 2, 2009
Pa~e 3 of 24
. TRANSPORTATION SOLUTIONS
Existing Conditions
The following summarizes the existing traffic conditions analysis for the study area intersections
previously identified. The primary purpose of this analysis is to identify the key roadway
characteristics servicing the study area, and evaluate the existing traffic conditions at study area
intersections.
Roadway System
There are a number of key roadways that service the study area. Each of the roadways serves a
certain functionality based on the classification of that roadway and design standard of that
roadway. These characteristics help to stratify higher mobility roads (roads that service the
mobility ofvehicles potentially over other modes) versus multi-modal corridors (those roadways
used by many modes of travel). The key roadways in the area are Interstate 5, Hwy 66 (Ashland
Street), Hwy 99 (Siskiyou Boulevard), Tolman Creek Road, Mistletoe Road, Crowson Road, and
Washington Street. The following summarizes the key characteristics of each of these roads
based on their function.
. Interstate 5 is classified by OOOT as an Interstate. The interstate is part of the National
Highway System and is considered a freight route along its entire length in Oregon. The
main purpose of an interstate is to connect regional centers. Primary consideration is
given to motor vehicles and freight. An interstate does not include pedestrian, bicycle, or
transit facilities.
. Highwav 66 (Ashland Street) and Highwav 99 (Siskivou Boulevard) are classified by
OOOT as Principal Arterials. These roadways are also classified by the City of Ashland
as Boulevards. According to the City of Ashland's Comprehensive Plan a boulevard is
meant to accommodate pedestrians, bicyclists, transit users, and motor vehicles to major
urban centers. A boulevard should be designed with attractive walkways with amenities,
well marked bike lanes, and safe transit waiting areas. The main purpose of a boulevard
is to provide access within an urban area. For traffic not destined within the urban area,
use of a regional traffic way is encouraged instead of a boulevard. Typical average daily
volumes on a boulevard can range from 8,000 to 30,000 vehicles per day.
· Tolman Creek Road. Crowson Road. and Mistletoe Road are all classified by the City of
Ashland as A venues. A venues have a lower motor vehicle volume than boulevards and
according to Ashland's Comprehensive Plan are meant to be designed similar to
boulevards but on a smaller scale. This designation means that Avenues should be
expected to safely accommodate pedestrians and bicyclists, as well as motor vehicles.
Again, walkways with amenities and separate bike lanes are recommended. Transit
service mayor may not be available on Avenues.
. Washington Street is classified as a Neighborhood Collector by the City of Ashland. A
neighborhood collector has a lower motor vehicle volume than and Avenue and should be
designed to safely accommodate pedestrians, bicyclists and motor vehicles. Similar to
Boulevards and Avenues, sidewalks should be provided with amenities where feasible
and crosswalks provided at a minimum of every three blocks. Where average daily
DKS Associates
FINAL MEMORANDUM
January 2, 2009
Pa~e 4 of 24
'TRANSPORTATION SOLUTIONS
traffic is greater than 3,000 or actual travel speeds are greater than 25 mph, a bike lane
should be separated from the motor vehicle lane using an eight inch solid white line. A
neighborhood collector does not typically include transit service.
Traffic Operations
Motor vehicle turn movement count data was collected at the study area intersections by the
Oregon Department of Transportation (ODOT) and the City of Ashland. These counts were done
at various times during the year, and conducted for the AM and PM peak hours (traditionally
7 AM-9AM and 4PM-6PM). Using procedures defined in the Analysis Procedures Manual J
from ODOT's Transportation Planning Analysis Unit (TPAU), the peak hour turn movement
counts were converted to 30 highest hourly volumes (30HV). Three Automatic Traffic Recorder
(ATR) stations were used to calculate the 30HV by applying a seasonal factor to each of the
study area intersections2. Figure 2 shows these volumes atthe study area intersections that were
used for operational analysis.
There are multiple measures of effectiveness for traffic operations at intersections, volume-to-
capacity (V Ie) ratio and level-of-service (LOS). The City of Ashland uses LOS (based on
average delay at an intersection) and ODOT uses the VIC ratio for their standard.
The VIC ratio is a measure of an intersection's capacity (number of vehicles an intersection can
accommodate) compared to the actual number of vehicles that utilize the intersection during the
peak hOUT. ODOT's mobility requirements for District Highways varies based on the facility and
can range from 0.80 to 0.90 based on the posted speed of the roadway.
The concept of LOS is similar to a "report card" rating with level-of-service A, B and C the free
flowing conditions where the traffic can flow smoothly without significant stops and delays.
Level-of-service 0 and E are worse and there is a significant queue and delay experienced by the
traffic under these conditions. Accepted engineering techniques used to measure LOS for
signalized and unsignalized intersections have been developed and published in the Highway
Capacity Manuaf. The acceptable level-of-service standard set by the city of Ashland is LOS
"c" for an Interstate facility (1-5), and LOS "0" for District facilities (Hwy 66 and Hwy 99)4.
It should be noted that the governing jurisdiction standard is the standard to meet for an
intersections operations. Within the study area Interstate 5, Hwy 66 (Ashland Street), and Hwy
99 (Siskiyou Boulevard) are all under state jurisdiction and would use a V IC ratio standard. All
other study area intersections would use LOS as the jurisdictional standard.
The operational analysis results are summarized in Table I for the AM and PM existing peak
hours. All intersections are under ODOT jurisdiction with the exception of the intersection of
Tolman Creek RoadlMistletoe Mill Road, which is under the City of Ashland jurisdiction. All
I ODOT TPAU, Analysis Procedures Manual. April 2006. Cbapter 4
2 ATR #'s 15-001, 15-007, and 15-014
32000 Highway Capacity Manual, Institnte ofTransportation Engineers, 6" Edition.
4 City of Asbland Transportation System Plan, April, 1998, Table 3-3, page 3-13.
"
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LEGEND
0- Study. Area Intersection
j - lntersection Movement
AM (PM) - Peak Hour Intersection Volumes
* - Project Sile Location
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Infonnation Sources: City of Ashland
Oregon Department of Transportation
DKSAsrociates
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MAP NOT
TO SCALE
EXISTING 30TH HIGHEST
PEAK HOUR VOLUMES
DKS Associates
TRANSPORTATION' SOLUTIONS
FINAL MEMORANDUM
January.2, 2009
PaRe 60f24
study area intersections currently meet the governing jurisdictional standard (either V Ie ratio or
LOS standard).
Table 1
Study Intersection Mobility Standard and Existing Operations
intersection Name Jurisdiction Mobility Operations
Standard AM Peak PM Peak
Delav LOS VlC Delav LOS V/C
Hwy 66 (Ashland St)n-5 Northbound Ramps OooT V/C 0.85 59.2 F 0.34 >80 F 0.82
Hwy 66 (Ashland St)/I-5 Southbound Ramps OOOT V/C 0.85 29.1 C 0.63 >80 F 0.66
Hwy 66 (Ashland St)/Washington SI OooT VlC 0.90 43.2 0 0.24 45.4 0 0.46
Hwy 66 (Ashland SI)fT alman Creek Rd OOOT VlC 0.90 22.7 C 0.35 26.6 C 0.52
Talman Creek RdlMisUetoe Road City 01 Ashland LOS 0 9.8 A 0.06 10.3 B 0.07
Hwy 99 (Siskiyou BIvd)fT alman Creek Rd OooT VlC 0.90 21.2 C 0.16 30.7 0 0.26
Hwy 9~ ~~::::~ B~~~iSlleloe MiD Rd OOOT VlC 0.90 9.8 A 0.02 9.4 A 0.04
Hwv 99 SI . u BIv ICrowson Rd OOOT VlC 0.80 9.2 A 0.03 9,7 A 0.05
SOURCE: DKSAsooaares
While all intersections meet the jurisdictional standard, it should be noted that during the AM
and PM peak hour there is a heavy delay occurring at the intersection ofInterstate 5/Hwy 66
(Ashland Street) for the exiting vehicles from Interstate 5 stopping in the northbound direction.
This high delay is due to the number of eastbound vehicles both making a left to access Interstate
5 and traveling east through the intersection.
In addition, there is some delay experienced during the PM peak hour for southbound right turns
at the intersection ofHwy 66 (Ashland Street)/Interstate 5 southbound off-ramp due to
uncontrolled volume flow along Hwy 66. The uncontrolled traffic movement in the eastbound
and westbound direction on Hwy 66 makes vehicles exiting Interstate 5 heading west experience
some additional delay.
Signal Wanants
Existing peak hour signal warrants were conducted on the unsignalized study area intersections
to determine if any of them met a peak hour warrant. S While meeting a peak hour warrant does
not mean a signal must be installed, it can indicate the potential to implement a signal if
movements at an intersection are experiencing heavy delay, even if there is available capacity for
the movements. Table 2 summarizes the peak hour signal warrant analysis.
, Peak boor signal warmnl was conducted using \be Manual of Uniform Control Devices (MUTCD) 2003 edition,
Figure 4C-3,
DKS Associates
TRANSPORTATioN SOLUTIONS
FINAL MEMORANDUM
January 2, 2009
Palle 7 of 24
Table 2
Existing Peak Hour Signal Warrant Analysis
Intersection
Hwy 66 (Ashland St)n-5 Northbound Ramps
Hwy 66 (Ashland Sl)n-5 Southbound Ramps
Hwy 66 (Ashland Sl)lWashington St
Talman Creek RdlMislletoe Road
Hwy 99 (Siskiyou Blvd)rr a1man Creek Rd
Hwy 99 (Siskiyou BIvd)1Mistletoe MiD Rd
Hwy 99 (Siskiyou BIvd)/Crowson Rd
SOURCE: DKS Associates
Major Volume
1,383
1,011
1,377
539
455
274
247
Minor Volume
55
572
197
50
221
53
60
Warrant Mat?
No
Yes
No
No
No
No
No
Based on the peak hour signal warrant analysis, the intersection of Hwy 66 (Ashland
Street)/Interstate 5 meets the peak hour signal warrant. Operations at this intersection indicate
that during the PM peak hour the southbound left turn movement does experience delay up to
one minute (and potentially longer). Other movements at study area intersections also have long
delay, however the side street approach volumes area low enough to not meet the threshold for
the peak hour signal warrant.
Assumptions and Methodologies
This section describes the assumptions and methodologies used to generate the future land use
scenarios and associated trip generation and distribution. The modeling, future forecasting
methodologies and assumptions are also described in this section.
Existing Comprehensive Plan Zoning
The study area is comprised of a variety of existing zoning. This is an important assumption to
outline because if new (different) zoning, or different land uses, are implemented that replace the
currently planned uses, there could be different trips associated with the current zoning. These
trips would need to be taken out of the future forecasting and replaced with the new land
use/zoning. Table 3 summarizes the existing zoning, acreage and potential associated square
footage for the study area.
Land Use
Single Family (R.1-5)
Employment (E-1)
Industrial (M-1)
Rural Residential (RR-5)
TOTALS
Table 3
Currently Planned Zoning, Acreage and Potential Square Footage of StUdy Area
AM Peak Hour Trips PM Peak Hour Trips
In Out T alai In Out Total
20 65 85 75 45 115
150 20 175 20 130 150
560 75 635 80 595 675
< 5 < 5 5 5 5 10
735 165 900 180 175 950
Acres
13.00
4.58
63.14
6.01
86.73
FAR
8.70
0.50
0.25
0.50
Units
11300
99.75K sq. ft.
687.5K sq. ft.
12du
Daily
Trips
1,085
1,140
7,850
60
10,135
Notes:
FAR = Floor-to-area ratio
do = dwelling units
sq. ft. = square feet
DKS Associates
FINAL MEMORANDUM
January 2, 2009
Pa~e 80f24
'TRANSPORTATION SOLUTION'S
The trips in Table 3 represent the potential trips that could be made to/from the study area during
peak hours of the day (or the entire day). This information is not based on existing land uses that
currently exist today, but rather what the area could develop to under current zoning. It is
important to determine what these trips may be because the proposed alternatives would replace
these trips, so they must be removed from the surrounding network in the future and replaced
with the new proposed alternatives trips. This meth,od allows for not double counting trips
previously assumed with current zoning. .
Redevelopment Alternatives
Three land use scenarios were evaluated for the Croman Mills site. These scenarios were defined
as Alternatives B, C, and 0 and include a mix of uses including light industrial, retail, office, and
residential uses. Figures 3, 4 and 5 show the proposed land uses and sub division of the Croman
Mills property and surrounding properties. Table 4 lists the total acreage for each land use by
Alternative, and the assumed Floor Area Ratio (FAR) to convert acreage to usable square
footage. Residential units were calculated at 17 units per I acre. This would consist of a high
density type of residential land use.
land Use Floor Area land UselFloor Area
Ratio Alternative B Alternative C Alternative 0
Acres 1 000 so. fl. Acres 1 000 so. fl. Acres 1 000 so. fl.
Light Industrial 0.25 46.3 504 52.6 573 17.98 196
CommerdaVOfflCe 0.5 9.6 209 10.48 228 45.13 983
Retail 0.5 5.95 130 3.75 82 3.75 82
Residential N1A 22.83 N/A 15.81 N1A 15.81 N/A
Park and Ride N1A 1.97 N1A 1.97 N1A 1.97 N/A
TOTALS 86.65 84.61 84.64
Table 4
Future land Use Assumptions and Calculated Square Footage
SOURCE: CrandallArambula
As can be seen in Table 4, the acreage of potential redevelopment development varies slightly,
but all three alternatives are proposing to redevelop approximately 90 acres. All alternatives
contain a park-and-ride in tbe northwest portion of the study area that would service a potential
commuter rail station near the intersection of Tolman Creek Road and the existing City of
Prineville Railway (COPR) heavy rail tracks.
In addition to the land use alternatives being considered, there are some roadway circulation
changes being considered. The two primary changes from the existing roadway network is that
Tolman Creek Road would "tee" into Mistletoe Road and would be classified as a Neighborhood
Street, thus reducing the potential for through trips along Tolman Creek Road. The more
"through" route would be created along Mistletoe Road with a new roadway extending from
Mistletoe Road to the southeast and connecting to Hwy 99 (Siskiyou Boulevard) farther east of
the existing Mistletoe Road. This roadway has the potential to be a three lane or a five lane
facility. Figures 2, 3 and 4 show this potential alignment.
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DKS Associates
TRANSPORTATION SOLUTIONS
FINAL MEMORANDUM
January 2, 2009
PaRe 12 of24
The realignment of Tolman Creek Road has the potential to divert existing and future trips due to
a less direct north/south route to connect to/from Hwy 99 (Siskiyou Boulevard) and Hwy 66
(Ashland Street). The regional travel demand model was used to help estimate the potential for
diverted trips. These diverted trips were rerouted in the future forecasts for analysis. Table 5
summarizes the potential for diverted trips from Tolman Creek Road based on the regional travel
demand model.
Table 5
PM Peak Diversion Potential due to Tolman Creek Road Realignment
No-build
Attemative B
Attemative C
Attemative D
Percentage of
Potential Diversion
0%
24%
24%
24%
Range of Future PM Peak
Diverted Trips
o
Approximately 50 vehicles
Approximately 50 vehicles
Approximately 50 - 100 vehicles
SOURCE: RVCOG Regional Travel Demand Model
Based on these potential for diversion, it is expected that the average daily traffic on Tolman
Creek Road south of the realignment would shift daily traffic volumes from approximately 8,000
under the No-build condition to approximately 6,500 under Alternatives Band C, and
approximately 7,000 under Alternative D. Alternative 0 has a slightly higher volume than
Alternatives B and C due to the potential for higher project trips due to land use.
Trip generation
Using the land use for the proposed alternatives, motor vehicle trips were generated for each
alternative using the Institute of Transportation Engineers Trip Generation Manual (7'h Edition).
These trips were calculated for the AM and PM peak hours, as well as the daily trips. Table 6
summarizes and compares the number of in, out and total trips for each scenario for the AM, PM,
and daily trip periods. Included in this trip generation calculation was a small reduction in
potential trip making based on the potential for pass-by trips associated with the retail land uses
for each alternative.
ISng,onng ative ternal e
AM Peak Hour Trips In 735 1,055 1.115 1,975
Out 165 330 325 430
Tolal 900 1.385 1,440 2.405
PM Peak Hour Trips In 180 645 575 690
Out 775 1,165 1,160 1,810
Total 950 1,810 1,735 2,500
Daily Trips 10,135 14,070 12,944 18,933
Table 6
Trip Generation Table
Ex' Ii Z I Altern. B
Alternative C
AI
Iv D
SOURCE: OKS Associates
DKS Associates
TRAN'SPORTATlON SOLUTIONS
FINAL MEMORANDUM
January 2, 2009
PaRe 13 of24
From Table 6, it can be seen that of the three scenarios, Scenario D generates the highest traffic
volumes, followed by Scenario B and then Scenario C. The difference in the number of trips
generated comes from the different proportioning of land use between the scenarios. Similar to
the existing zoning, all three alternatives have higher trip making potential during the PM peak
hour. Alternative B has approximately 860 additional net new trips that would access the study
area network in comparison to the existing zoning, while alternative C has approximately 735 net
new trips, and Alternative D has approximately 1,550 net new trips.
Analysis Period
Comparison of the existing AM and PM peak hour volumes collected indicate that the PM peak
hour has the higher level of trip activity at study area intersections. This corresponds to the
higher trip making potential for the current zoning as well as proposed alternatives (see Table 5).
For this reason the PM peak hour has been selected for the analysis period for future conditions
analysis. Selecting this time period for analysis also corresponds to the available regional travel
demand model which has a PM peak hour trip matrix for land uses. The future planning analysis
horizon year has been selected to be 2030 which would represent slightly over a 20 year planning
horizon for analysis purposes.
Future Forecasting
The base and future year travel demand models were used to help forecast future volumes at
study area intersections. The base year model was for 2002, while the future planning horizon is
2030. Future volume forecasts were created through a method of post processing which involves
calibrating the base year model by comparing output to existing base year counts (2007). The
future model is then compared to the calibrated base year model to determine the growth due to
land use changes. This growth is applied to existing counts to determine future year volumes.
Small adjustments for growth are made due to the fact that the base model and existing counts
are not the same year. The growth in comparison of base year to future year model contains
potential growth in volumes that has already been captured through the existing volume data
collection occurring five years after the base year model.
Trip Distribution
The regional travel demand model was used to help determine trip distribution and assignment
within the study area base on the mix of land uses being proposed. It is expected that net new
trips to the study area roadway would follow this pattern of trip distribution. Figure 5 shows the
assumed trip distribution for the study area.
Future Findings
The following section evaluates the future traffic operations associated with each of the proposed
alternatives as well as a "no-build" alternative utilizing existing comprehensive plan zoning for
comparative purposes. Where study area intersections do not meet jurisdictional standards
mitigation measures will be pursued to meet those standards.
DKS Associates
TRANSPORTATION SOlutiONS
FINAL MEMORANDUM
January 2, 2009
Pa~e 14 of24
No-Build Alternative
The No-build Alternative assumes the current comprehensive plan zoning and roadway network
for future conditions. Table 7 summarizes the future PM peak hour traffic operations for the
study area intersections.
Intersection
Hwy 66 (Ashland St)n-5 Northbound Ramps
Hwy 66 (Ashland St)n-5 Southbound Ramps
Hwy 66 (Ashland St)/Washington St
Hwy 66 (Ashland St)/T olman Creek Rd
Tolman Creek RdlMistJetoe Road
Hwy 99 (Siskiyou Blvd)/T olman Creek Rd
Hwy 99 (Siskiyou BIvdVMistletoe Mill Rd
Hwy 99 (Siskiyou BIvd)/Crowson Rd
Table 7
No-Build 2030 PM Peak Hour Unmitigated Traffic Operations
PM Peak Hour
LOS
F
F
F
D
C
F
B
B
Mobility Standard
V/C 0.B5
VlC 0.85
V/C 0.90
VlC 0.90
LOSD
VlC 0.90
VlC 0.90
VlC 0.80
Delay
>80.0
72.7
>80.0
47.6
23.7
>80.0
14.5
11.1
VlC
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"".-"O;96._~,,1<
0.25
0.96~ .'
0.23
0.06
SOURCE: DKS Associates
I","*'r'.' 1 -Indicates an intersection that does not meet jurisdictional standard
Based on the findings in Table 7, five intersections fail to meet jurisdictional standards by the
year 2030 during the PM peak hour, and would require some fonn of mitigation to meet the
outlined standard. All of these intersections fall on OOOT facilities and have deficiencies due to
lack of capacity from growth in traffic by 2030. The following summarizes potential mitigation
strategies to address deficiencies in the future.
. Hwv 66 {Ashland Street)/Interstate 5 northbound - This intersection has a deficient V/C
ratio for the stop controlled side street. The northbound left turning vehicles incur a large
amounl of delay associated with multiple conflicting heavy vehicle movements at this
intersection. The intersection does not meet peak hour signal warrants in during the PM
peak hour. The least expensive' mitigation at this intersection that still retains all
movements would be to construct a signal to reduce delay and improve the capacity at the
intersection. Since this intersection does not meet signal warrants a variance would need
to be sought to install a traffic signal and the justification of the traffic signal would need
to be documents and then reviewed by ODOT and the State Traffic Engineer for potential
approval.
The signal alone does not meet the ODOT V/C standard and an additional mitigation
measure would be necessary. Additional capacity at the intersection could be added by
constructing a separate eastbound left turn pocket to store the large number of vehicles
accessing Interstate 5, and allow a protected turn. This improvement would require the
reconstruction of the existing overpass to allow for a three lane cross-section (currently it
is a two lane structure). While this is a potentially expensive mitigation measure it allows
for adequate operations and future capacity at the intersection.
Other more expensive improvements would require significant right-of-way takes such as
a loop ramp for northbound to westbound vehicles and/or eastbound to southbound
DKS Associates
TRANSPORTATION SOlU1'lONS
FINAL MEMORANDUM
January 2, 2009,
Pa~e 15 of24
vehicles (which there currently is not enough right-of-way to achieve), or a flyover ramp
which would require an additional lane on Hwy 66 (Ashland Street) for receiving the
flyover ramp. Both of these options would require a significant cost, as well as right-of-
way to implement and therefore were deemed infeasible.
. Hwv 66 {Ashland Street)nnterstate 5 southbound ramD - The stop controlled off-ramp
intersection has southbound movements that are over capacity. One potential mitigation
would be to signalize this intersection and implement dual southbound right turn pockets
to create additional capacity for the heavy southbound right turn movement. The
intersection currently meets signal warrants and would continue to do so in the future.
. Hwv 66 {Ashland Street)/Washintrton Street - This intersection has stop control in the
northbound direction and heavy volumes east/west on Ashland Street. These heavy
volumes create a delay and capacity constraint for the northbound left movement. The
intersection meets the peak hour signal warrant, however is spaced approximately 350
feet away from the Interstate 5 southbound off-ramp. A signal in this location would not
meet access spacing standards. If a signal were pursued at this location a variance would
need to be granted. Another option would be to create a right-inlright-out traffic control
at this intersection. That would alleviate the left turn delay/capacity constraint, however
due to physical constraints with the heavy rail alignment to the south, Washington Street
provides the only full connection to access multiple parcels within this area. If a right-
inlright-out access were pursued, additional connectivity would need to be provided
potentially to Tolman Creek Road to allow for additional ingress/egress for that area. A
right-inlright out access may also impact connectivity for land uses located to the north of
Ashland Street (primarily retail uses). The right-inlright-out option would also shift left
turns to the intersections of Tolman Creek Road/Hwy 66 (Ashland Street) and Tolman
Creek RoadlMistletoe Road. These shifted trips would create an additional need for ,
mitigation at the unsignalized intersection of Tolman Creek RoadlMistletoe Road. This
intersection would meet initial peak hour signal warrants, and therefore appropriate
mitigation may be a signal under a scenario where Hwy 66 (Ashland Street)/Washington
Street is converted to right-jnlright-out operation.
. Hwv 66 {Ashland Street)ffolman Creek Road - This signalized intersection has heavy
volumes in the westbound left turns during the PM peak hour. Potential mitigation
includes adding another westbound left turn (creating dual westbound left turns). The
creation of dual westbound left turns would require two receiving lanes southbound on
Tolman Creek Road. The additional receiving lane could taper and merge to one lane
further south of this intersection. This mitigation would also allow for adequate
operations under a scenario where Hwy 66 (Ashland Street)/Washington Street is
converted to right-inlright-out operation.
. Hwv 99 {Siskivou Boulevard)ffolman Creek Road - The northbound left turn at this
intersection is experiencing heavy delay and capacity constraints due to the uncontrolled
traffic flow along Hwy 99 (Siskiyou Boulevard). The intersection does not meet a peak
hour signal warrant. It could be expected that implementation of transportation demand
OKS Associates
TRANSPORTATION SOLUTIONS
FINAL MEMORANDUM
January 2, 2009
Pal\e 16 of24
management practices such as the commuter rail servicing the study area, a mix of land
uses, and other measures outlined in the City of Ashland Transportation System Plan
could spread peak hour trips in the future and may provide for a higher peak hour factor
at this intersection. By changing the peak hour factor from 0.81 to 0.92 in the future the
intersection meets jurisdictional standard.
Based on these outlined mitigation measures, Table 8 summarizes the future operations of the
study area intersections by 2030 during the PM peak hour under the currently adopted land use
zomng.
Intersectlon
Hwy 66 (Ashland St)n-5 Nonhbound Ramps
Hwy 66 (Ashland Sl)n-5 Southbound Ramps
Hwy 66 (Ashland St)/Washington St .
Hwy 66 (Ashland St)fT olman Creek Rd
Tolman Creek RdlMisdetoe Road
Hwy 99 (Siskiyou Blvd)fT o/man Creek Rd
Hwy 99 (Siskiyou BIvd)/Mistletoe Mill Rd
Hwy 99 (Siskivou Bivd)/CrowsO/1 Rd
SOURCE: DKSA~ares
. If this inrersection were signalized due /0 a right-in/right-<Jut operation at Washington StreeVHwy 66, operations
would be at LOS C (32.4 seconds of delay) and a V/C ratio of 0.82 during the PM peak hour.
Table 8
No-build 2030 PM Peak Hour Mitigated Operations
PM Peak Hour
LOS
C
C
A
D
C
F
B
B
Mobility Standard
V/C 0.85
V/C 0.B5
VlC 0.90
VlC 0.90
LOSD
V/C 0.90
VlC 0.90
VlC 0.80
Delay
29.4
21.7
7.5
39.0
23.7
76.7
14.5
11.1
VIC
0.B5
O.Bl
0.45
0.B7
0.25
0.52
0.23
0.06
It should be noted that while all intersections meet jurisdictional standard, there may still be
some side street movements that experience delay due to larger through volumes on the main
street. This is particularly the case at the intersection of Hwy 99 (Siskiyou Boulevard)/Tolman
Creek Road.
Alternative B
This alternative as described in the assumptions section has slightly smaller development parcels
(in comparison to the other alternatives), and creates a new, local circulation roadway to the
northeast of the proposed extension of Mistletoe Road. The new local circulation road would
allow for access to the smaller parcels to the northeast.
In addition, this alternative includes Tolman Creek Road being realigned to "tee" into the
realigned Mistletoe Road occurring just south of the CaPR heavy rail alignment. This option is
being considered to have Tolman Creek Road perform as more of a neighborhood collector to
help reduce the amount of traffic utilizing the roadway. Currently Tolman Creek Road is
classified as an Avenue, which is a higher classification than a Neighborhood Collector,
indicating the potential for higher volumes. This alternative would include the reclassification of
Tolman Creek Road as a Neighborhood Collector and assumes a slightly lower posted speed
limit to encourage lower vehicle traffic.
DKS Associates
TRANSPORTATION SOLUTIONS
FINAL MEMORANDUM
January 2, 2009
Palle 170[24
Based on the projected land uses and trips during the PM peak hour, Table 9 sununarized the
operations at the study area intersections.
Table 9
Alternative B - 2030 PM Peak Hour Unmitigated Traffic Operations
PM Peak Hour
LOS
F
F
F
E
F
F
F
B
Intersection
Hwy 66 (Ashland Sl)n.5 Northbound Ramps
Hwy 66 (Ashland S1)n-5 Southbound Ramps
Hwy 66 (Ashland Sl)lWashington St
Hwy 66 (Ashland St)fT a1man Creek Rd
Tolman Creek RdlMistJetoe Road (reatigned)
Hwy 99 (Siskiyou BlvdjfT otman Creek Rd
Hwy 99 (Siskiyou BIvd)/Misdetoe MiD Rd
Hwy 99 (Siskiyou BIvd)/Crowson Rd
SOURCE: DKSA~8~S
11l-o",,~1 - Indicates an intersection Ihat does nOl meet jurisdictional standard ,
Mobility Standard
VlC 0.85
VlC 0.85
VlC 0.90
VlC 0.90
LOSD
VlC 0.90
VlC 0.90
VlC 0.80
Delay
>80.0
>80.0
> 80.0
61.9
>80.0
>80.0
50.7
11.1
Based on the findings in Table 9, the same five intersections as in the No-build condition fail to
meet jurisdictional standards by the year 2030 during the PM peak hour, and would require some
form of mitigation to meet the outlined standard. In addition, the realigned intersection of
Tolman Creek RoadlMistletoe Road does not meet jurisdictional standard. The following
summarizes potential mitigation strategies to address deficiencies.
. Hwv 66 (Ashland Street)/lnterstate 5 northbound - Similar to the No-build condition, this
intersection has a deficient V IC ratio for the stop controlled side street. Similar
mitigation as under the No-build condition (signalization) would be necessary; however
signalization alone would not meet the jurisdictional standard. In addition, a separate
westbound right turn pocket would be necessary in order to meet the jurisdictional
standard.
· Hwv 66 (Ashland Street)/Interstate 5 southbound ramD - Similar mitigation that was
outlined for the No-build condition would still be necessary under this alternative. This
consisted of signalization and an additional southbound right turn pocket (dual right
turns). The intersection currently meets signal warrants and would continue to do so in
the future.
. Hwv 66 (Ashland Street)/WashiDlrton Street - This intersection has similar mitigation as
would be necessary under the No-build condition. The intersection continues to meet the
peak hour signal warrant under this alternative and similar to the No-build condition, a
signal in this location would not meet access spacing standards. If a signal were pursued
at this location a variance would need to be granted. As an alternative, a right-inlright-
out operation could be pursued and would allow for adequate operations at this
intersection.
. Hwv 66 (Ashland StreetVTolman Creek Road - Similar to the No-build condition, an
additional westbound left turn at this intersection would help to mitigate the intersection.
DKS Associates
FINAL MEMORANDUM
January 2, 2009
Pa~e 18 of24
TRANSPORTATION SOLUTIONS
However, the left turn alone is not enough mitigation to meet the jurisdictional standard.
In addition to adding a westbound left turn, a separate northbound right turn would be
needed to achieve the jurisdictional standard for VIC ratio. This mitigation does not
allow for adequate jurisdictional operations ifHwy 66 (Ashland Street)/Washington
Street is converted to a right-in/right-out operation. The conversion shifts volumes at the
intersection to affect capacity enough that the intersection would operate with a V IC
ration of 0.92 during the PM peak hour (standard is 0.90). An additional mitigation of an
eastbound right turn pocket would be necessary to meet jurisdictional standard and would
allow for a VIC ration of 0.83 during the PM peak hour.
. Tolman Creek Road/Mistletoe Road (realigned) - The realigned intersection does not
meet jurisdictional standard as an unsignalized intersection. Signalizing the intersection
allows for adequate intersection operations. The intersection meets peak hour signal
warrants under this alternative in the future. This mitigation is the same if H wy 66
(Ashland Street)/Washington Street is retained as a full access intersection, or as a right-
in/right-out operation.
. Hwv 99 {Siskivou Boulevard)/Tolman Creek Road - Under this alternative this
. intersection is beyond the jurisdictional standard even with expected changes to the peak
hour factor through TDM measures as outlined in the No-build condition, and additional
mitigation is necessary to meet standard. The northbound left turn movement has delay
and capacity constraints due to the stop controlled movement and the uncontrolled (free
flow) movement on Hwy 99 (Siskiyou Boulevard). Adding lane geometry to this
approach does not alleviate the delay and/or capacity constraints. A signal at this
location would allow for adequate traffic operations; however the intersection does not
meet a peak hour signal warrant. If a signal were to be implemented at this location a
variance would need to be granted.
Based on these outlined mitigation measures, Table 10 summarizes the future operations of the
study area intersections by 2030 during the PM peak hour under the alternatives land use and
mitigation.
Table 10
Alternative B - 2030 PM Peak Hour Mitigated Operations
PM Peak Hour
Intersection Mobility Standard Delay LOS VIC
Hwy 66 (Ashland Son.5 Northbound Ramps VlC 0.85 21.5 C 0.71
Hwy 66 (Ashland St)n.5 Southbound Ramps VlC 0.85 26.9 C 0.85
Hwy 66 (Ashland St)/Washington 51 VlC 0.90 8.0 A 0.50
Hwy 66 (Ashland St)fTolman Creek Rd VlC 0.90 34.9 C 0.83
Tolman Creek RdlMistJetoe Road LOS D 23.8 C 0.77
Hwy 99 (Siskiyou BIvd)fTolman Creek Rd VlC 0.90 16.6 B 0.58
Hwy 99 (Siskiyou BIvd)/Mistletoe Mill Rd VlC 0.90 50.7 F 0.55
Hwy 99 (Siskiyou Blvd)/Crowson Rd VlC 0.80 11.1 B 0.08
SOURCE: DKS Associates
DKS Associates
TRANSPORT'AlION SOLUTIONS
FlNAL MEMORANDUM
January 2, 2009
PaRe 19 of24
All intersections meet jurisdictional standard with the proposed mitigation. It should be noted
that some of the proposed mitigation would require additional review and approval, especially
the implementation of new signals at intersections if they do not meet a signal warrant. Meeting
a signal warrant is one criterion for implementing a signal, but there are many other criteria that
should be evaluated and reviewed before deciding on installing a signal.
Alternative C
This alternative is very similar to Alternative B for the roadway circulation with the exception
that there is no local circulation roadway to the northeast of the proposed extension of Mistletoe
Road. The removal of the local circulation road allows for larger parcels to be constructed
within the study area. This alternative still has a central roadway running through the middle of
the study area and is focused primarily on light industrial land uses with some office campus and
high density housing. Tolman Creek Road is still realigned with Mistletoe Road to create a "tee"
intersection allowing Mistletoe Road to be a more throughput roadway and Tolman Creek Road
to be more of a neighborhood route. Based on the projected land uses and trips during the PM
peak hour, Table II sununarized the operations at the study area intersections.
Intersection
Hwy 66 (Ashland St)/l-5 Northbound Ramps
Hwy 66 (Ashland St)n-5 Southbound Ramps
Hwy 66 (Ashland St)/Washington St
Hwy 66 (Ashland St)fT olman Creek Rd
T ulman Creek RdlMisUeloe Road (realigned)
Hwy 99 (Siskiyou BIvd)fT olman Creek Rd
Hwy 99 (Siskiyou BIvd)/Mistleloe Mill Rd
Hwy 99 (Siskiyou BIvd)/Crowson Rd
SOURCE: OKS Associates
l;r!)i2~ I -Indicates an intersection that does not meet jurisdictional standard
Table 11
Alternative C - 2030 PM Peak Hour Unmitigated Traffic Operations
PM Peak Hour
LOS
F
F
F
E
F
F
D
B
Mobility Standard
VlC 0.85
VlC 0.85
VlC 0.90
VlC 0.90
lOSD
VlC 0.90
VlC 0.90
V/C 0.80
Delay
>80.0
>80.0
>80.0
58.0
>80.0
>80.0
33,8
11.1
VlC
.', ",~.l\O~,',
':':::"04;~JfiOf~:"
'\f~~~1W1~1;
_,,_>..l.O~. .
. ,'~:;_~!~~!~~;I~~:;
0.43
0.08
Based on the findings in Table II, the same five intersections as in the No-build condition fail to
meet jurisdictional standards by the year 2030 during the PM peak hour, and would require some
form of mitigation to meet the outlined standard. In addition, the realigned intersection of
Tolman Creek RoadlMistletoe Road does not meet jurisdictional standard. Many of the same
mitigation strategies are necessary under this alternative as were proposed under Alternative B.
The following summarizes the potential mitigation strategies to address deficiencies.
. Hwv 66 (Ashland Street)/Interstate 5 northbound - Similar mitigation as proposed in
Alternative B. This consisted of signalization and adding a separate eastbound left and
westbound right turn pockets.
. Hwv 66 (Ashland Street)/Interstate 5 southbound ramD - Similar mitigation as under
Alternative B. This consisted of signalization and an additional southbound right turn
pocket (dual right turns). The intersection currently meets.signal warrants and would
continue to do so in the future.
DKS Associates
TRANSPORTATION SOLUTIONS
FINAL MEMORANDUM
January 2, 2009
Page 20 of24
. Hwv 66 {Ashland Street)/WashiDltlon Street - Similar mitigation as under Alternative B.
This consisted of signalization. The intersection would meet the peak hour signal warrant
in the future, but does not meet ODOT's access spacing standards. As an alternative, a
right-inlright-out operation could be pursued and would allow for adequate operations at
this intersection.
. Hwv 66 {Ashland Street)/Tolrnan Creek Road - Similar mitigation as under Alternative
B. This consisted of an additional westbound left turn and a separate northbound right
turn. No additional mitigation beyond the additional westbound left turn and separate
northbound right turn would necessary ifHwy 66 {Ashland Street)/Washington Street
were converted to a right-inlright-out opemtion.
. Tolman Creek RoadlMistletoe Road (realigned) - Similar mitigation as under Alternative
B. This consisted of signalization. The intersection would meet peak hour signal
warrants in the future.
. Hwv 99 {Siskivou Boulevard)/Tolman Creek Road - Similar mitigation as under
Alternative B. This consisted of implementing a signal to allow for better side street
delay and capacity; however the intersection does not meet a peak hour signal warrant.
Based on these outlined mitigation measures, Table 12 summarizes the future opemtions of the
study area intersections by 2030 during the PM peak: hour under the alternatives proposed land
use and mitigation.
Table 12
Alternative C - 2030 PM Peak Hour Mitigated Operations
PM Peak Hour
Intersection Mobility Standard Delay LOS V/c
Hwy 66 (Ashland St)n-5 Nonhbound Ramps VIC 0.85 28.9 C 0.87
Hwy 66 (Ashland St)n-5 Southbound Ramps V/C 0.85 26.3 C 0.88
Hwy 66 (Ashland St)lWashington 51 VlC 0.90 8.9 A 0.51
Hwy 66 (Ashland St)fTolman Creek Rd VlC 0.90 33.9 C 0.81
Tolman Creek RdlMistJetoe Road LOS 0 24.0 C 0.76
Hwy 99 (SislUyou BIvd)fTolman Creek Rd VlC 0.90 18.9 B 0.67
Hwy 99 (Siskiyou BIvd)/Mistleloe Mill Rd VlC 0.90 33.8 D 0.43
Hwy 99 (SislUyou BIvd)/Crowson Rd VlC 0.80 11.1 . B 0.08
SOURCE: DKSAs~mres
Similar to Alternative B, the proposed mitigation measures allow for adequate intersection
opemtions by 2030 during the PM peak hour. Some of the proposed mitigation strategies, such
as new signals at intersections where peak hour warrants or access spacing standards are not met,
will need to have further review and analysis before implementing. Meeting a signal warrant is
one criterion for implementing a signal, but there are many other criteria that should be evaluated
and reviewed before deciding on installing a signal.
OKS Associates
TRANSPORTAtION SOLUTIONS
FINAL MEMORANDUM
January 2, 2009
PaRe 21 of24
Alternative 0
This alternative has a similar roadway configuration as Alternative C, with an extension of
Mistletoe Road and Tolman Creek Road being realigned to "tee" into Mistletoe Road. The land
uses are primarily office campus with a small amount of mixed uses near the realigned "tee"
intersection. Tolman Creek Road is being considered a Neighborhood Collector under this
alternative, and the extension of Mistletoe Road would be considered an Avenue (by the City of
Ashland standards). Based on the projected land uses and trips during the PM peak hour, Table
13 summarized the operations at the study area intersections.
Table 13
Alternative D - 2030 PM Peak Hour Unmitigated Traffic Operations
PM Peak Hour
Intersection Mobility Standard Delay LOS
Hwy 66 (Ashland St)n-5 Northbound Ramps VlC 0.85 > 80.0 F
Hwy 66 (Ashland St)n-5 Southbound Ramps VlC 0.85 > 80.0 F
Hwy 66 (Ashland St)/Washington St VlC 0.90 > 80.0 F
Hwy 66 (Ashland St)ffolrnan Creek Rd VlC 0.90 > 80.0 F
Tolman Creek RdlMistletoe Road (realigned) LOS D > 80.0 F
Hwy 99 (Siskiyou Blvd)ffolman Creek Rd VlC 0.90 > 80.0 F
Hwy 99 (Siskiyou Blvd)/Misdetoe MiD Rd VlC 0.90 > 80.0 F 0.72
Hwy 99 (Siskiyou BIvd)/Crowson Rd VlC 0.80 11.5 B 0.08
SOURCE: DKSA~ares
k...lu. ..' I . Indicates an intersection !hat does not meet jurisdictional standard
Based on the fmdings in Table 13, the same intersections as in previous alternatives fail to meet
jurisdictional standards by the year 2030 during the PM peak hour, and would require some form
of mitigation to meet the outlined standard. Many of the same mitigation strategies are necessary
under this alternative as were proposed under Alternatives B and C. The following summarizes
the potential mitigation strategies to address deficiencies.
. Hwv 66 {Ashland Street)/Interstate 5 northbound - Similar mitigation as proposed in
previous alternatives. This consisted of signalization and adding a separate westbound
right turn pocket.
. Hwv 66 {Ashland Street)/Interstate 5 southbound ramD - Similar mitigation as under
previous alternatives do not allow for adequate jurisdictional operations. In addition to
the signalization and an additional southbound right turn pocket (dual right turns), an
eastbound through lane would be necessary to allow for additional capacity at this
intersection. This would require two through travel lanes through the intersection where
currently only one travel lane exists. This would require the widening of the existing
overpass to accommodate the additional travel lane. The two travel lanes could transition
to the east approach geometry at the intersection ofHwy 66 (Ashland Street)/Interstate 5
northbound by containing a separate left turn and one through lane. This condition would
require adequate signage to allow users in the inner travel lane prior to the intersection
know they were in a left turn only lane approaching the Interstate 5 northbound on-ramp.
DKS Associates
FINAL MEMORANDUM
January 2, 2009
Pa~e 22 of24
. TRANSPORTATION SOLUTIONS
. Hwv 66 (Ashland Street)/Washington Street - Similar mitigation as previous alternatives.
This consisted of signalization. The intersection would meet the peak hour signal warrant
in the future, but does not meet ODOT's access spacing standards. As an alternative, a
right-inlright-out operation could be pursued and would allow for adequate operations at
this intersection.
. Hwv 66 (Ashland Street)(folman Creek Road - Similar mitigation measures as listed in
previous alternatives do not allow for adequate intersection operations. Additional
mitigation measures are necessary under this alternative. In addition to the previously
identified westbound left and northbound right turn pockets, a new northbound left (dual
lefts), eastbound right turn pocket, and southbound left turn pocket would be necessary to
meet jurisdictional standard. This would require some additional right-of-way to
implement. This same mitigation would allow for adequate operations under a scenario
where Hwy 66 (Ashland Street)fWashington Street were converted to a right-inlright-out
operation.
. Tolman Creek Road/Mistletoe Road (realigned) - Similar mitigation as under previous
alternatives, but in addition to the signalization a separate eastbound left turn pocket
would be necessary.
. 'Hwv 99 (Siskivou Boulevard)(folman Creek Road - Similar mitigation as under
previous alternatives. This consisted of implementing a signal to allow for better side
street delay and capacity; however the intersection does not meet a peak hour signal
warrant.
.
Based on these outlined mitigation measures, Table 14 summarizes the future operations of the
study area intersections by 2030 during the PM peak hour under the alternatives proposed land
use and mitigation.
Table 14
Alternative D - 2030 PM Peak Hour Mitigated Operations
PM Peak Hour
Intersection MobUily Standard Delay LOS V/c
Hwy 66 (Ashland SQn-5 Nonhbound Ramps VlC 0.85 24.5 C 0.19
Hwy 66 (Ashland SI)n-5 Southbound Ramps VlC 0.85 18.9 C 0.65
Hwy 66 (Ashland St)/Washington St VlC 0.90 7.7 A 0.55
Hwy 66 (Ashland St)/Toiman Creek Rd VlC 0.90 45.8 0 0.90
Tolman Creek RdlMistJetoe Road LOS 0 30.1 C 0.96
Hwy 99 (Siskiyou Blvd)/Tolman Creek Rd VlC 0.90 23.4 C 0.86
Hwy 99 (Siskiyou BIvd)/Mistletoe Mill Rd VlC 0.90 > 80.0 F 0.72
Hwy 99 (Siskiyou BIvd)ICrowson Rd VlC 0.80 11.5 B 0.08
SOURCE: DKSA~mres
Similar to previous alternatives, the proposed mitigation measures allow for adequate
intersection operations by 2030 during the PM peak hour. Some of the proposed mitigation
strategies, such as new signals at intersections where peak hour warrants or access spacing
standards are not met, will need to have further review and analysis before impleplenting:
DKS Associates
TRANSPORTATION SOLUTIONS
FINAL MEMORANDUM
January 2, 2009
Palle 23 of 24
Meeting a signal warrant is one criterion for implementing a signal, but there are many other
criteria that should be evaluated and reviewed before deciding on installing a signal.
Summary
Based on this analysis, there are a number of improvements necessary by 2030 under the No-
build condition even without the redevelopment of the Croman Mill site. However, the addition
of the redevelopment does bring some additional mitigation measures forward. The mitigation
necessary to reach adequate intersection operations is similar in Alternatives B and C because the
net new trips that utilize the network are similar. Alternative D has a higher trip generation for
net new trips and requires some additional mitigation strategies to reach jurisdictional standards.
The most significant mitigations under Alternative D is the reconstruction of the existing
Interstate 5 overpass at Hwy 66 (Ashland Street) to allow for additional capacity along Hwy 66.
Figure 6 summarizes the mitigation measures outlined in this memorandum for the No-build and
Build Alternatives.
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TRANSPORTATION SOLUTIONS'
FINAL MEMORANDUM
January 22, 2009
PaRe I of2
TECHNICAL MEMORANDUM
TO:
Jason Graf, Crandall Arambula PC
Bill Molnar, City of Ashland
FROM:
Alan Snook, AICP
Michael Tomasini, EIT
DATE: January 22, 2009
(
SUBJECT: Task 3.4b: Croman MiD Property
Transportation Cost Report
POS085xOOOxOOO
The purpose of this memorandum is to document the planning level cost estimates associated
with mitigation measures developed for the future No-build condition as well as the proposed
Croman Mill property project. Prior transportation technical analysis has been conducted to
determine the mitigation measures that would allow for adequate jurisdictional intersection
operations for the No-build and Alternatives. This technical work was the primary input into
developing these cost estimates.
Summary
There are a number of improvements outlines to meet jurisdictional standards by 2030 for study
area intersections. Many of the improvements outlined to meet standard occur under the No-
build condition. These improvements would be in place with or without the project, and carry
forward into the proposed alternatives, but would not count against the total project cost. Table I
summarizes the total cost for improvements by alternative as well as the cost associated with the
project.
Table 1
2030 Mitigation Cost Summary by Alternative
Alternative
No-Build
Alternative B
Alternative C
Alternative D
SOURCE: DKSA~res
Total Cost for Miti2ation
$13.72 Million
$26.27 Million
$24.62 Million
$29.16 Million
Cost Associated with Project
$0
$12.54 Million
$10.98 Million
$14.62 Million
OKS Associates
FINAL MEMORANDUM
January 22, 2009
PaRe 2 of2
TRANSPORTATI'ON SOLUTIONS
In addition to developing overall cost assumptions, individual intersection costs were developed
for mitigation. The individual intersection cost breakdown can be found at the end of this
memorandum. It is useful to determine the proportionate share of cost based on the vehicle
traffic at the intersection based on existing traffic, future growth in traffic (non-project related),
and project related traffic. Table 2 sununarizes this information by intersection and alternative.
Table 2
Proposed Cost of Mitigation by Alternative at Intersections
Alternative B Alternative C Alternative 0
Intersection Percentaqe Dollar Percentaqe Dollar l'efcentaqe Dollar
Hwy 66/1.5 NOI1hbound 4% $21.200.00 4% $20.400.00 10% $54.800.00
Hwy 66/1-5 Southbound 8% $0.00 7% $3.500.00 13% $6.500.00
Hwy 66/Washington St 9% SO.OO 8% SO.OO 15% SO.OO
Hwy 66fT olman Creek Rd 16% $70,600.00 14% $60,100.00 25% $236,000,00
Tolman Creek RdlMislletoe Rd 38% $114,000.00 36% $108,200.00 52% $260,800.00
Hwy 99fT oIman Creek Rd 17% $52,000.00 19% $56.800.00 29% $88.300.00
Hwy 99/Milstletoe Rd 31% $0.00 29% $0.00 45% $0.00
Hwy 99/Crowson Rd 8% $0.00 8% SO.OO 13% $0.00
TOTALS $257,800.00 $249,000.00 $646,400.00
SOURCE: DKS Associates
It can be seen that the higher percentage of traffic contribution, and therefore the higher cost for
project related improvements are at the intersections of Hwy 99IMistletoe Road and Tolman
Creek RoadlMistletoe Road due to the fact that these are the primary intersections that
access/egress the study area.
Cromail Mill Planning Level Cost Assumptions
Gener.ol ""sun..",,ns
fZbot....
No ROW~..MWroecMy
., bot,......
....-
No Build Scenario
,-
New 105 OVerpass
Ashland Street (Hwy 66) 11-5 Northbound Ramps
Ashland Street (Hwy 66)/1-5 Southbound Ramps
Ashland Street (Hwy 66)IWashingtDn Street
Ashland Slleet (Hwy 66yrotman Creek Road
Descri_
1-5 OVerpass
Si;nalizeintersection
Southbotmd right turn lane
Signalize intersection
Signalize intersection
Weslbound left turn lane
ReoeMng Lane on southern leg for WBl
Adjustment for westam leg for added WBl
Assumption.
400 foot structure
Coo
$12,210,000
$300,000
$199,800
S3OO,OOO
$300,000
$135,173
$216,276
562,438
$13,n3,688
2OlJfooIIane
125 foot lane
200 foot lane
6 foot of pavement for 75 feet
Total
__8
.
Ashland Street (Hwy 66) 11-5 Northbound Ramps 1-5 OVerpass 400 foot structure $12,210,000
Westbound right turn lane 2OlJfooIIane $471,576
Signatizeinl9fsection $300.000
Ashland Street (Hwy 66)11-5 Southbound Ramps SBR Turn lanes 2OlJfooI_ $199,800
Signalize intersection $300,000
Ashland Street (Hwy 66)IWashington Street Signalize intersection $300.000
New Roadway-3lane Mistletoe extenstion from Totman to Hwy 99 4,000 feet new 3 lane roadway $6,660,000
New Roadway-2lane L.ocaI cin::ulation road for Mistletoe 2,500 f8e1 new 2 lane roadway $2,497,500
Rehabilitate existing Mistletoe Road Repave and add sidewaJks 2,100 feel of length $1,864,800
Ashland Street (Hwy66yrolman Creek Roa:I Weslbound left turn lane 125 foot lane $189,242
5 lane southern leg Expanded 5-lane Southern leg 5651,690
Adjustment to westam leg for added WBl 6 foot of pavement for 75 feet $25,983
Toman Creek RoadIMistIetoe MiD Road Si;nalizentersection $300,000
Slskiyou Boulevard (Hwy 99YTolman Creek Road Signalize intersection $300.000
Total $26,270,591
.....-e
I Descri Ass . Coo
Ashland Street (Hwy 66) 11-5 Northbound Ramps ~5 o-pass 400 foot stJucture $12,210,000
Westbound righl turn lane 200 foot lane $471,576
Signalize intersection S3OO,OOO
Ashland Street (Hwy 66)11-5 Sotrlhbound Ramps SBR Turn lanes 250 foot lane $249,750
Signalize intersection $300.000
Ashland Street (Hwy 66)IWashington Street Signalizeinlersection S3OO,OOO
New Roadway-3 lane Mistletoe extenstion from Tolman to Hwy 99 4,500 teet new 3 lane roadway $7,492,500
Rehabilitate existing Mistletoe Road Repave and add sidewalks 2,100 feet of length $1,664,800
Ashland Street (Hwy 66yrolman Creek Road Westbound teft turn lane 150 foot lane $162,207
5 lane soolhem leg E><panded ...... Sou1hem leg $651,690
Adjustment to western leg for added WBl 6 foot of pavement for 75 feet $16,650
T ofman Creek RoadIMisUetoe MiD Road Signalize intersection $300,000
Siskiyou Boulevard (Hwy 99yrolman Creek Road Signalize intersection $300,000
Total $24619,113
Ashland Street (Hwy 66) 11-5 Northbound Ramps
__0
Ashland Street (Hwy 66)11-5 Southbound Ramps
Ashland Street (Hwy 66)IWashington Street
New Ro8dway-5lane
Rehabilitate existing Mistletoe Road .
Ashland Street (Hwy 66)fTolman Creek Road
Tolman Creek RoadIMisUetoe Mill Road
s_ _ (Hwy 99)/ToIman en.e. Road
Descd
1-5 Overpass
Westbound ri;ht b.lm lane
Signalize intersection
SBR Turn Lanes
Signalize intersection
Si;nalizeintersec:tion
Mistletoe extenstion from Tolman to Hwy 99
Repave and add sidewalks
Westbound laft turn lane
Eastbound right turn lane
5 lane_leg
Northbound r1ght turn lane (3-I8ne section)
4 lane norUlem leg
Signalize intersedion
EastbOtJnd left turn lane
Adjusbnent to W9St8m leg for added WBl
Signaize intersedion
Ass
400 foot structure
225 foot lane
Coo
$12,210,000
$530.523
$300.000
$249,750
S3OO,OOO
$300.000
$11,238,750
$1,884,800
$216,216
S203,810
1651,690
$162,201
$123,758
$300.000
$179,529
$25,983
$300.000
250 foot lane
4,500 feet new 5 lane roadway
2,100 feet of length
150 foot lane
Expanded 5-lane Southern leg
400 foot lane
400 foot southbound left turn lane
350 foot lane
6 fool of pavement for 75 feet
529,157,077
Total
CITY OF
ASHLAND
Memo
DATE:
April 29, 2010
TO:
Mayor and'City Council
FROM:
Maria Harris, Planning Manager
Bmndon Goldman, Senior Planner
RE:
Council Questions about the Croman Mill District Implementation Plan
After the April 6 City Council meeting, Councilors submitted the following questions and information.
The questions are divided into five categories - planning process, map changes, implementing
ordinances and standards, transportation framework and delibemtion issues, Staff has provided
information following each question. Items under the deliberations issues category are questions that
are difficult to address with factual information or analysis, and as a result, these items do not
necessarily include a staff response. The original question submittals from Councilors are included as
attachments to this memo.
Plannina Process
. Have existing land owners along Mistletoe Rd been involved in the planning process and if so
how?
All property owners of sites within the plan area as well as properties within 200 feet of the plan area
were invited to participate in the redevelopment planning process by being invited to the three public
workshops and two joint study sessions in 2008. Additionally, a series of smaller "key participant"
group meetings were held during the plan development process in January and March of2008.
Separate key participant meetings were held with the owners and representatives of the Croman Mill
site, the adjacent property owners in the plan area, federal, state and local agencies, and a
neighborhood group. Many of the issues identified in the key participant meetings were
incorporated into the Croman Mill Site Redevelopment Plan (2008). For example, improving truck
access to the plan area was a concern raised by property owners in the plan area" and is addressed
with the design of the Central Boulevard and new connection provided to Siskiyou Boulevard.
Approximately 250 written notices were mailed to property owners within the plan area as well as
surrounding the plan area and participants from the Croman Site redevelopment planning process for
the Planning Commission and Council public hearings that began on January 12,2010.
· What role will these land owners have in the future planning process as the project moves
forward?
If the Croman Mill zoning district and standards are adopted, new development will be required to
go through the Site Review planning approval process. Neighboring property owners would be
noticed of planning applications through the land use public review process.
.2-
. Do aU Type II reviews go to Planning Commission for approval? Do special permitted uses
also go to the Planning Commission? What proportion of E-l and M-l planning actions
become type II planning actions? Are all buildings greater than 10,000 square feet subject to a
type II?
In accordance with Chapter 18.108 Procedures, all Type II planning actions include a public hearing
at the Planning Commission. This procedure applies to planning actions city wide, not just to the
proposed Croman Mill District.
As proposed, the planning application process for development proposals in the Croman Mill
District uses the established Site Review process. Under the current E-I and M-I zoning, new
buildings, additions or expansions require Site Review approval in accordance with Chapter 18,72
Site Design Review. The same Site Review process will be apply to new buildings, additions or
expansions in the CM zoning overlays.
Building size determines whether a planning application is processed under the Type I or Type II
procedure in accordance with Chapter 18.108 Procedures. Currently, new structures or additions
that are 20% of an existing building's square footage or 10,000 square feet of gross floor area,
whichever is less, are processed under the Type I procedure. Buildings larger than the size threshold
are processed under the Type II procedure. Special permitted uses do not determine whether a
planning application is processed under the Type I or Type II procedure.
A Type I procedure involves the Staff Advisor making the decision, public notice and any appeals
being heard by the Planning Commission. A Type II procedure involves a public hearing and
decision by the Planning Commission, public notice and any appeals being heard by the City
Council.
. I absolutely believe in green building standards. however, council and staff have separately
(goal setting) suggested that the City use such standards when they become available through
the state as building codes. What are tbe pros and cons of adopting specific items now as part
of the planning code?
The Green Development Standards for the Croman Mill District focus on green site improvements
such as using recycled content in streets, creating green surface parking areas through the use of
porous paving and reducing potable water use for landscaping. "Mandate sustainable and green
development codes" was identified as a project objective in the Croman Mill Site Redevelopment
Plan (2008). Green building codes focus on building construction, While the green building codes
may include green site improvements as recommended measures, these are not typically required
elements of the green building codes,
. Green street standards: street design details, like curbs, storm water, buried utilities, are
managed by public works. what reasons suggest we should adopt tbese in the planning code for
Croman? would it be preferable to adopt standards for all new streets and for substantial
rebuilds of existing streets? do public works street standards even get adopted, as opposed to
simply being required at the time of engineering review?
DEPT. OF COMMUNITY DEVElOPMENT Tel: 54H88-5305
20 E. Main Street Fax: 541,552-2050
=a:~ni:,u;752O TTY 800.7352900 rA'
,3-
The most recent version of the Ashland Street Standards was adopted in 1999, and is in the Ashland
Land Use Ordinance (Chapter 18 of AMC). Street standards for different street types describing
function, required elements and dimensions, and right-of-way widths are an integral part of planning
a development and are typically located in land use codes. The actual specifications for construction
of the streets is included in the Engineering Design Standards for Public Improvements, and are
addressed after the planning approval in the final engineering for a project.
. Ordinance #6: priority processing for LEED standard building permits. can we adopt this
ordinance independently of the Croman ordinances? is it meant to apply throughout the City?
It is meant to apply through the City. However, this approach can be modified.
CemDrehensive Plan and Zenina MaD Chanaes
. Wby are we going with the bybrid scenario of mixed industriaVoffice land uses?
The hybrid scenario of mixed industrial and office land uses is included in the land use framework in
the Croman Mill Site Redevelopment Plan (2008). The alteration made in the revised plan
forwarded by the Planning Commission is locating the industrial area (CI) to the south and the office
area (OE) to the north, rather than the original concept of locating the industrial area to the west of
the Central Boulevard and the office are to the east of the Central Boulevard. This change was made
by the Planning Commission to provide the potential for freight rail access to the industrial zone
(CI).
. The three lots on the east side of Mistletoe are being specially handled by separate ordinance
(Ordinance #5a, applying detailed site review). I am not convinced it makes sense to leave
those properties M-l, when we are proposing a long term plan and it would seem preferable to
eventually have these properties match the zoning of Croman District. How can we create a
transition so those lots become Compatible Industrial, or ?, in the long term? Could we handle
these lots as we are the lots outside the city limits, imposing a future zoning that is changed by
a land use zone change application?
Lots outside the city limits and inside the Ashland Urban Growth Boundary are required to conform
to the City of Ashland Comprehensive Plan designation upon annexation. Since the lots at 650 -
750 Mistletoe Road are currently in the city limits and are assigned to a city zoning district,
annexation is not required and the zone change can not be imposed in the same manner. The
Planning Commission recommendation is to retain the current M-I Industrial zoning, include the
portion of the lots adjacent to the street in the Detail Site Review Zone, and include the properties in
the Croman Mill District Comprehensive Plan Designation. By including the properties in the
Croman Mill District Comprehensive Plan Designation, the property owner could request a zone
change to one of the Croman Mill District zoning overlays. However, this would be upon the
property owner initiating the zone change, and would not automatically impose Croman Mill District
zonmg.
DEPT. OF COMMUNITY DEVELOPMENT
10 E. Main SIreet
Ashland. Oregon 97510
WNW.ashland.or.us
Tel: 541,488-5305
Fax: 541,551-1050
TTY: 800-735-1900
r~'
,4- '
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. What are the disadvantages of leaving those lots in the M-l zone until such time as the
property owner wishes to change the zoning? did the planning commission consider applying
CI zoning instead of OE zoning to these lots? what are the pros and cons of that choice?
The disadvantage of leaving the lots located at 650 - 750 Mistletoe Road in the M-Ilndustrial Zone
is that the uses and buildings could develop in a manner that is inconsistent and incompatible with
surrounding redevelopment adjacent to the Central Boulevard in the Croman Mill District. Uses that
are allowed in the M-I Industrial zone (e.g. mini-warehouses, building material sales yards.junkyard
and auto wrecking yards) that have been excluded from the Croman Mill District zoning overlays
could be built on the site. Development in the M-l Industrial zoning district is subject to the Basic
Site Review process, while the properties abutting the Central Boulevard are subject to standards'
that are similar to the Detail Site Review process.
The properties at 650 - 750 Mistletoe are located on the main street (i.e. Central Boulevard) coming
into and through the property. The site physically connects the neighborhood center to the central
employment area, and the properties are could provide some continuity as people coming into the
site travel along the Centml Boulevard. The Central Boulevard was intended to create a gateway into
the Croman Mill District which would contribute to the identity of the employment area, to continue
the boulevard street design used on Siskiyou Boulevard and Ashland Street, and to connect the
existing boulevards and create a loop through the property, Development adjacent to the Central
Boulevard would be subject to further requirements for orientation and scale of buildings,
streetscape and building materials, as is currently in place on Ashland's main streets such as
Siskiyou Boulevard, Ashland Street, A Street, the downtown and the milroad property (i.e. Clear
Creek Drive, Russell Drive).
DEPT. OF COMMUNITY DEVELOPMENT
20 E. Main Slreel
Ashland. Oregoo 97520
www.ashlaoo.or.us
Tel: 541-488-5305Fax: 541,551.2050
m:fIOO.735-1llOO
r.l'
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In terms of context, there are several factors regarding the 650 - 750 Mistletoe Road site that are
worth noting, First, more than half of the site acreage is developed with the mini-storage and
existing two-story office building - of the total acreage of 5.6 acres in size, just over two acres of
land remains undeveloped. The vacant two acres on the mini-storage site represents two percent of
the overall land area included in the Croman Mill District plan.
The Planning Commission did consider the option of placing the properties at 650 - 750 Mistletoe
Road in the Compatible Industrial (CI) zoning overlay. Ultimately, the Planning Commission
recommended retaining the M-I Industrial zoning, placing the area adjacent to the Central Boulevard
in the Detail Site Review Zone and including the properties in the Croman Mill District
Comprehensive Plan designation for several reasons. The majority ofthe developable land in the
Croman Mill District is situated in a planned street network in a manner that allows the division into
lots which will meet the dimensional, parking and access requirements ofthe proposed standards. In
contrast, the mini-storage site, which was divided and planned prior to the proposed requirements,
includes three lots that are configured in such away that the lots are considerably wider than deep.
This shallow lot orientation predisposes the buildable areas to also being wide and not deep, and.
focuses more of the parking and access to the sides of the buildings. Additionally, the mini-storage
site is somewhat physically isolated because a lack of side streets adjacent to the property. This puts
the mini-storage site at a disadvantage because it can not utilize side streets fro shared access points.
The Planning Commission recognized that there are pre-existing uses and current planning approvals
in place on the site, and the recommendation to include the properties adjacent to the Central
Boulevard in the Detail Site Review Zone was an effort to address the property owner's concerns
regarding the change in zoning, but to insure a level of site and building development commensurate
with the remainder of the Central Boulevard, Additionally, the inclusion in the Croman Mill District
Comprehensive Plan designation would allow future requests for the rezoning the property to be
included in the district.
. are there other examples in town of applying a higher standard of detailed site review on an '
employment area in a spot zone like is proposed here?
The annexation on Crowson Road and Benson Way included a similar area facing Crowson Road
that is included in the Detail Site Review Zone.
ImDlementina Ordinances and Standards
. Could we keep the zoning as Mland use tbe proposal as an overlay to guide future
construction?
The Compatible Industrial (CI) zoning allows many of the uses permitted in the M-Ilndustrial
district such as manufacturing, assembly, fabrication, packaging, manufacture of food products,
offices and limited outdoor storage. As recommended in the Croman Mill Site Redevelopment Plan
(2008), the land-intensive uses with low employment densities were not included in the Croman Mill
District to address concerns regarding creating family wage jobs, using land efficiently to achieving
higher job densities, and creating a unique and distinctive indentify by locating complementary
employers with a focus on clean industries and an emphasis on creativity, craft and innovation.
Similarly, the service-oriented uses such as shops and restaurants are intended to be of aineighborhood scale to provide manufacturing and industrial uses the opportunity to have direct
sales
OEPT. OF COMMUNITY DEVELOPMENT
20 E. Main SIreel
Ashland. Oregon 97520
WNW.ashland.or.us
T 01: 541-488.5305
Fax: 541,552.2050
TTY: IlOO-735,2900
r.l'
,6-
areas, as well as providing opportunities for small restaurants/shops (e.g. coffee shop) that would be
within easy walking distance of nearby employers.
In the proposed Croman Mill District, professional offices are targeted for the OE Office
Employment zone and manufacturing and assembly is the focus of the CI Compatible Industrial
zone, with provisions to allow for some cross-over manufacturing and offices associated with the
primary use of the zone. Stores. restaurants and shops of a neighborhood scale are located in the NC
Neighborhood, and allowed throughout the OE Office Employment and CI Compatible Industrial
zones at a more limited scale. The MU Mixed Use areas allow both the office and manufacturing
and assembly uses. With the exception of the residential uses allowed in the NC Neighborhood
Commercial and MU Mixed Use zoning overlays, the uses included in the Croman Mill District are
allowed under the current M-I Industrial and E-I Employment zoning.
It is important to note that with the exception of the ODOT maintenance yard property on Tolman
Creek Road, the proposed Comprehensive Plan and Zoning map changes are not a wholesale change
of the plan and zone designations (e.g, a change from an industrial to a residential designation).
Instead, the proposed map amendments are a redistribution of the uses allowed under the current M-
I Industrial zoning. The title of the M-I Industrial zoning is somewhat misleading because the
zoning district allows a wide range of commercial and employment uses including offices, retail,
personal services, restaurants, nightclubs and bars, theaters, and hotels and motels in addition to
those uses typically associated with industrial areas such as manufacturing, processing, assembling,
mini-warehouses, outside storage of merchandise and raw materials;junkyard and auto wrecking
yards. and concrete or asphalt batch or mixing plants. In short, the M-I Industrial zoning district
includes the uses that are allowed in the C-I Commercial and E-I Employment zoning districts.
. Why attach these ordinances to a particular site?
Generally. ordinances are a tool that is used to implement a master plan so that the future
development is in a form, shape and character as envisioned in the master plan.
· What is meant by "family wages"? Related to this is what is the projected employment density
targets? How will this be measured and assessed?
"Provide for a large number of family wage jobs" is a guiding principle of the emman Mill Site
Redevelopment Plan (2008). In regards to the Office Employment (OE) zoning overlay, the plan
goes on to say the following.
"This district will encourage family-wage jobs, accommodate Plexis or a similar type user, and
should be marketed toward retaining and expanding existing firms that target industry clusters of
professional, scientific and technical services, including software design, engineering, and
research."
The recommended employment densities are 60 employees per acre in the Office Employment (OE)
overlay, 25 employees per acre in the Compatible Industrial (CI) and Mixed Use (MU) overlays, and
20 employees per acre in the Neighborhood Center (NC) overlay. This is one of the Croman Mill
District Standards (vm-C-14, page 21), and while it is a recommendation, future development
OEPT. OF COMMUNITY DEVELOPMENT Tel: 541-488-5305
10 E. Main SIreel Fax: 5-41,552.1050
AshIarxl. Oregon 97510 nY: 800-735,2900
www.ashland.Of.US
rA1
-7-
applications in the Croman Mill District would be required to describe their proposed use in relation
to the recommendation.
. Are (green development) standards requirements or recommendations?
As currently proposed. the green development standards are requirements.
. Why not have zero-net for buildings in order to protect citizens' potable water and electricity?
While the City can provide incentives to constructing energy-saving buildings, there are legal
limitations in mandating measures that exceed the state building code,
. Have these standards and the site design standards including green requirements been
evaluated by local design professionals for feasibility and relative cost given all the other
requirements imposed by the standards and the existing planning code, such as landscaping,
parking area, FAR and other lot size and building orientation requirements?
The majority of the Site Design Standards included in the Croman Mill District are existing code
requirements that have been been applied to commercial developments throughout Ashland since the
early 1990's, As noted, the Green standards are newly proposed as are reductions in parking,
minimum floor areas, and dimensional standards specific to the Croman Mill District. To determine
how these additional standards could be incorporated into a development Staff evaluated recent
commercial developments within Ashland as comparative examples. In this evaluation staff found
that these comparative examples could have been developed in conformance with the proposed Site
Design Standards with minor alterations.
A full cost feasibility analysis was not conducted as part of this endeavor to compare the cost of
green improvements to more traditional building practices. There also has not been a cost analysis
completed to determine to what degree upfront expenditures could be offset by energy or water
savings in a building that implements the green development practices as proposed.
Staffhas obtained cost comparison estimates to determine the added up-front cost associated with
the use of recycled and pervious paving materials. Recycled paving materials were found to be
readily available and their use 'is increasingly a conunon practice. The total additional cost of
providing pervious pavement was approximately 10% higher than traditional non-pervious
pavement. As only half of a parking lot would need to be paved with pervious materials as one
option to meet the specific standard (VIII-C-4(2)c) this correlates to an additional 5% upfront cost to
comply with this proposed green standard when compared to paving an entire lot with noon-pervious
material.
City Staff has previously presented to the Planning commission information regarding an average 2-
4% increase in cost for buildings developed in accordance with LEED certification standards when
compared to conventional site design and construction.
· how does the proposed alternate alignment of the main boulevard impact the cost of botb the
roadways and the private lot deveiopments?
DEPT. OF COMMUNITY DEVELOPMENT Tel: 541,488-5305
20 E. Main Street . Fax: 541-552-2050
=~~:,:~7520 m: 800-735-2900 l'A .,
'.-
The alternative East-West alignment as provided to Council for consideration, and as recommended
by the Planning Commission, provides for equivalent land areas dedicated to each overlay zone. In
comparing the approximate linear feet of each road type it shows that under the original proposal
there is approximately 225' less of total driving surface then is proposed in the E-W alternative.
However, the distribution of road types differs substantially as illustrated in the table below:
Central Blvd
4075'
Local Commercial
Streets
9000'
Accessways
Total
Original Street
Framework
East-West
Alternative
All figures are approximate linear feet.
6150;
19225
4000'
8050'
7500'
19550
No engineering for either street network alternative has been undertaken to allow for a true cost
comparison ofthe needed public facility improvements.
Regarding the development potential of the individual blocks created staff has noted that in the East
West alternative the proposed block sizes are typically smaller than those proposed in the Croman
Mill Plan. As such staff has recommended that in the event Council adopts the East-west alternative
that the minimum lot size be reduced to allow for more uniform partitioning of the blocks.
The costs associated with private lot developments are highly variable both in terms of the type of
development as well as the site conditions and therefore Staff can not provide an assessment of how
the alternative alignment would impact private lot development costs,
· please describe the basic procedural differences between conditional use permits and special
permitted use application review?
Special permitted uses do not determine whether a planning application is processed under the Type
lor Type II procedure. Building size determines whether a planning application is processed under
the Type I or Type II procedure in accordance with Chapter 18.108 Procedures. Currently, new
structures or additions that are 20% of an existing building's square footage or 10,000 square feet of
gross floor area, whichever is less, are processed under the Type I procedure. Buildings larger than
the size threshold are processed under the Type II procedure.
A Special Permitted Use is more closely identified with a Permitted Use in that it is approved
concurrent to a standard Site Review Application, or administratively for conversion of space within
a building. Special Permitted Use provisions are explicit in the code as clear standards with no
discretionary aspects. A Special Permitted Use is processed in consort with a Planning Application
for Site Review approval and has no additional application fee.
A Conditional Use permit is somewhat discretionary in which a determination must be made that the
use has no greater adverse effect on the impact area when compared to the target use of the zone. A
Conditional Use requires specific findings addressing the applicable criteria, including a separate
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application fee. The approval authority may impose "conditions" to alter the proposal to mitigate
impacts upon the impact area.
. after a building is constructed and occupied, how does the City track changes in uses within
the buildings? this pertains to the likelihood that owners and occupants may well change over
time. I am wondering bow the code applies at that time. if a use qualifies as a special permitted
use (is within the limited square footage, etc.), why is there an added procedural requirement?
In terms of procedure, the review process for an outright permitted use and for a special permitted
use is identical. The City Planning Department reviews all building permits currently to evaluate if a
building is converting from a less intensive use to a more intensive use to ensure adequate facilities
exist (i.e. parking). In the event the facilities are found to be inadequate for the change of
occupancy, the applicant would need to obtain Site Review approval as a Type I planning action
prior to the conversion. As part of a review of a proposed change City staff would ensure the
maximum floor area dedicated to a special permitted use is not exceeded.
. pages numbers refer to chapter 18.53, draft 4.6.10
page 3, Use Regulations
-where does a firm like Adroit locate? if not, will it forever be a non-conforming use? can it
expand?
. How much land is there with the city limits that can support light industry? Without land
reserves, we reaDy need to be careful about the use of Croman. Is this site for employment or
industrial uses?
As existing, the single story Adroit building would not conform to the proposed CM-CI dimensional
standards requiring a second story of at least 20% the gross floor area, and as such would be
nonconforming in that regard. Any existing non-conforming building within the district may
continue operation indefinitely. Non-conforming buildings within the district may be expanded or
reconstructed provided the expansion is in conformance with the zone.
In terms of use, the Adroit building is used primarily as an office on a single tax lot with outdoor
storage located on adjoining tax lots. The lots used as outdoor storage are currently outside the City
Limits and as such would be unaffected until such time as the property owner requested annexation
to develop them under the proposed zoning overlay.
Under the proposed zoning CM-CI overlay, an office use would have to be limited to 50% of the
ground floor area were the property developed from the ground up under the proposed code, whereas
the remainder could be used as for assembly, fabrication or other industrial uses within the
compatible industrial zone. As a non-conforming use it may be changed to one of the same or more
restrictive nature through obtaining a Conditional Use Permit. If the use were to change to one
permitted in the zone, no CUP would be required.
Under the CM-CI Designation as proposed for the Adroit Site there is a limitation on outdoor storage
not to exceed 2500 feet in this zoning overlay. Any new development proposed would be evaluated
to be in conformance with these provisions.
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As presented in the power point presentation provided on April 6th the City retains approximately 58
acres of buildable land designated with Employment or Industrial designations outside of the
Croman Mill District suitable for firms similar to Adroit. In addition to these areas the CM-DE zone
would allow professional office uses outright.
. MU and OE allow medical offices along with professional, finance and business as permitted
uses. does this introduce medical services into an otherwise non-retail area? is this a question
of traffic and parking demand or a question about conflicting uses?
Yes. This is consistent with our existing C-I, E-I, and M-I zones where medical uses are permitted.
Additionally within the City we have a Health Care Zone (He) in which medical offices are
permitted within what are non-retail areas.
The cumulative transportation impacts and parking demands would be evaluated as part of a Site
Review application for any mix of uses proposed, including medical, and adequate parking would
have to be accommodated on-site, or through the use of parking credits or a parking management
strategy.
. retail uses in MU are limited to 3000 square feet, for what reasons?
In the MU mixed use overlay the floor area dedicated to retail is limited to 1500 sq. ft. and has to be
associated with a permitted use. This ensures the primary use is either office or industrial, and the
area is not developed exclusively as stores, shops and restaurants
In the NC neighborhood center zone, the 3000 square foot limitation for retail is to provide
opportunities for neighborhood serving businesses such as restaurants, salons. and general retail.
The NC zone is in immediate proximity to existing residential districts and this limitation also
functions to promote compatible development as opposed to a large destination retail development
center.
. under industrial uses, are the manufacturing uses allowed unrestricted office space? are office
uses prohibited in CI?
No. In the CI zone the area dedicated to office can not exceed more than 50% of the ground floor
area as proposed (18.53,040B4).
. does allowing food production as a special permitted use in CI but only at up to 50% actually
work for Dagoba and Organic Nation? what is the purpose oftbe 50% limit?
Within the CI zone the manufacturing, assembly, fabrication or packaging including manufacturing
of food products can occupy 100% of the building and is permitted outright.
The 50% limit referenced applies to manufacturing uses within the DE zone as a special permitted
use. The 50% allowance was added to the DE zone to allow flexibility within the district to permit
some manufacturing in support of the operations of a permitted use on site such as a software
programming company that also manufactures and distributes the software.
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In reviewing the proposed plans for Organic Nations building approximately 60% is proposed to be
industrial with the remaining dedicated office use. Staff has not evaluated the internal use
distribution within the Dagoba Chocolates building.
. what is the purpose of restricting warehouses and similar storage facilities to special permitted
uses? what criteria will be applied to approve these as special permitted?
A guiding principle of the plan was to "provide for a large number of family wage jobs".
Warehouse, or similar land intensive uses, provide a very low number of jobs per acre and as such
the area limitation on such uses has been proposed to ensure the plan area develops in a manner
consistent with the goaL
Through the regular Site Review approval process a new development would he evaluated and any
special permitted use component of warehouse or similar storage facility would be held to the
limitations explicitly stated in 18,53.04.BIO as proposed.
. how do we assure that upstairs residential uses are adequately buffered from the
manufacturing downstairs and CI across the street?
The allowance of residential in this area was evaluated through Planning Commission discussions
and proposed as a means of providing a transition of compatible uses from the existing residential
neighborhoods on Tolman Creek Road to the higher intensity district core. The "Residential Buffer"
overlay along the Hamilton Creek and Neighborhood Center areas was proposed to institute height
limitations as to buffer the existing adjacent residential neighborhoods from larger scale
developments within the district.
As it is impossible to fully insulate a residence from all impacts associated with a adjoining
industrial use, residential uses within the plan area would be required to execute hold harmless
covenant and agreement stating they shall not protest impacts from commercial and industrial uses
within the district. (18.53.040B(I)).
. #3. stores and restaurants on same parcel: by cumulative do you mean that only lO%of the
ground floor area may be in ANYone limited use? or could tbere be several limited uses?
If there were several limited stores, restaurants or shops within one project, their total combined
floor area could not exceed 1500 sq. ft. For example one 1000sq.ft. retail store and one 500sq.ft.
cafe could be developed on the same parcel (either in the same building or a group of buildings) with
a combined square footage of 1500sq.ft.
. can the uses be on upper floors? How would we know?
The 1500 square foot allowance for limited stores, restaurants, imd shops, can be located on any
floor of the building.
\
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. what is the expected relationship between ancillary uses and special permitted uses (#3, 4 and
5)? for example ancillary uses include cafeteria, child care, fitness for large company
employees. what if a large company owns a building and leases space to a private operator for
each of those three functions; does the 2,500 sq ft apply to the total or to each ancillary
function?
The 2500 square feet of allowable' Ancillary Employee Services' applies to the total of all ancillary
uses combined (those listed in 18.53.040B6), For example a building with a ground floor area in
excess of 25000 square feet could have a cafeteria for the exclusive use of employees of 1500 feet in
size, and a fitness area for the exclusive use of employees 1000 feet in size for a combined total of
2,500sq.ft,
The various special permitted uses are all additive, Therefore one could see a single large building
contain 1500 sq. ft, of 'stores, restaurants and shops' in accordance with 18.53.040B3, a 1500 sq,ft.
publically accessible daycare in accordance with 18.53.040B5 , and an additional 2500 sq.f.t
dedicated to 'Ancillary Employee Services' per 18,53.040B6 for a cumulative total of5500 sq.ft. in
floor area dedicated to these various uses in this hypothetical example.
. as another example, #4 allows professional offices up to 50% of ground floor area.
The Special Permitted Uses relating to Office uses in the CM-CI (18.53.040B4), manufacturing in
the CM-OE (l8.53.040B8), or warehouses in the CM-OE & CM-MU (I 8.53,040B 10), each allow a
maximum area of up to 50% of the ground floor area to be utilized as indicated provided the use is in
conjunction with a permitted use on the property. This 50% allowance is again independent of other
floor area dedicated to other special permitted uses.
. Is #6 saying that such supportive services as contract finance professionals as an ancillary use
is limited 2,500 sq ft or 10%?
If "contract finance professionals" is intended to indicate contract employees working to support
the operations of a permitted use on-site, than this use would fall into the allowance for 50% of the
ground floor area to be used as professional offices in the CM-CI overlay, and would not be
considered an Ancillary Employee Service. Through the site review process staff reviews general
floor plans and when a specific ancillary employee serving use is delineated (i.e. dedicated fitness
center) it is that area that would be subject to the limitation in floor area.
The maximum floor area dedicated to an ancillary employee service use is a cumulative 2,500 square
feet, or ten percent (10%) of the ground floor area, whichever is less. For buildings with a ground
floor less than 25,000 square feet in size the limitation would be 10"10 of the ground floor area. For
buildings with a ground floor area in excess 25,000 the limitation would be capped at 2,500 square
feet.
. can it be above the ground floor?
Yes. The floor it is on is not regulated.
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. #8 prohibits any manufacturing use that requires a DEQ air permit. do we not anticipate small
to medium size fabrication activities desiring to locate in Ashland? What specifically are we
concerned about, when an air permit provides strict regulation of emissions? if air permits are
not available from DEQ, why does Ashland also prohibit businesses that may need air
permits? if circumstances change, and permits become available, do we want to have
prohibited the uses outright in our land use code? -are we intentionally prohibiting research
laboratories? the wildlife lab?
The initial concern regarding air quality was intended to address limitations on such uses as an
Asphalt Batch Plant which is currently a conditional use in the M-I zone, As Restricting any use
that require a DEQ "Air Contaminant Discharge Permit" covers a large group of industries that
produce similar air contaminants. However some specific uses also fall into these categories that
may be suitable for the plan area including larger scale coffee roasters and commercial bakeries.
Subsequent to the Planning Commission review but prior to the Council's initial hearing Staff
contacted a local coffee roaster to determine whether they were currently of a scale that would
trigger such a permit. Although the specific roaster was not yet producing over 30 tons' per year,
they anticipated that they could reach that scale if their expansion continued at the present rate.
Further it was found that the use of "after burners" could effectively reduce or nearly eliminate air
contaminants for businesses required to obtain a DEQ Air Contaminant Discharge Permit. As such
Staff had intended to recommend removal of section 18.053.04.B(8)c to ensure such businesses are
permitted in the plan area,
. page 6, chapter 18.53
in NC, manufacturing and assembly is limited to 1,000 sq ft or 10%, associated with a retail
use. how is this derived? what is the purpose?
The Neighborhood Center was intended for to provide the greatest opportunity to support pedestrian
scaled uses that serve nearby employees, neighborhoods, and future transit commuters. The first
iterations of the proposed code had no provisions for manufacturing in this zoning overlay. In
Planning Commission discussions it was expressed that a retail business may have a need to have a
limited amount of manufacturing associated with that business and as such section 18.53.040B9 was
added to provide for this opportunity. The limitation on the floor area dedicated to this use was
established to ensure that the overlay remained primarily a neighborhood center with retail,
restaurants, shops and not become primarily an industrial employment area.
. if warehouses are allowed in Ct, how do we know that outdoor storage is not also required?
what about large equipment, such as construc~on firms own? such as ~arehouses use?
The Ordinance as proposed does not prohibit outdoor storage in the CI zone. Exclusive of
warehouse space, 18.53.040B(II) allows up to 2500 sq.ft, of outdoor storage provided it is located to
the side or rear of the building and screened from view. The topic of outdoor storage in relation to
intended employment density was a topic of discussion at the Planning Commission, Although the
initial draft of the ordinance did not contain any allowance for outdoor storage, Planning
Commissioners recommended the allowance. The criteria (18,53.040B(II)d was added to address
the balance between employment densitY and the use of property for outdoor storage.
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. #10c. why bother prohibiting mini-storage? can we treat mini storage separately from the
undesirable 'land intensive uses like concrete batch and junk yards'?
During Planning Commission meetings the potential use of property as mini-storage facilities was
addressed in light of addressing the goal of providing family wage jobs. Such a use is land intensive
and produces few jobs per acre and as such it was explicitly prohibited from the CM zone.
. what zoning districts in town do allow mini-storage?
Mini-storage facilities are a permitted use in M-I, and a conditional use in the E-I zone.
. what is meant by 'storage materials shall be contained within the refuse area'?
This sentence is an inadvertent remnant of other code language sourced for this standard, as such it
should be removed from the code.
. how do we apply the minimum employment density targets as noted in d.?
An applicant seeking to provide outdoor storage would have to demonstrate that their business
would employ a minimum of 50% of the target employment density as described in Section VIII-C-
14 at the point of application. It is important to note that this assessment of employment density
would occur only at initial application when the use (outdoor storage) is proposed.
Employment density often is used as a methods to estimate needs for vacant industrial land and is
used in a number of Oregon communities to regulate the intensity of industrial development as a
land use requirement.
In the absence of a business plan or other evidence provided by an applicant demonstrating the
number of employees expected, other resources available to determine employment densities include
the state Department of Land Conservation and Development book titled "Industrial & Other
Employment Lands Analysis Guidebook", and the state's Economic and Community Development
Department also has extensive records regarding employment densities for the types and sizes of
industries that have developed, or are looking for new sites, in any given region.
. page 7, chapter 18.53 minimum lot sizes
what is the area of a typical block in the street design standards, along the open space park?
along the blocks surrounded by the local streets or accessways? -what became of the 2 to 5 acre
minimums recommended by SOREDI and other business managers seeking to preserve
expansion capacity for local Ashland start-ups? What acreage area do these blocks represent?
What happened to the notion that at least some areas larger than 2 acres be kept available for
a larger development? even 5 acres?
As proposed the block sizes average 1.63 acres in size the OE zone, and range between 1.1 acres to
5.08 acres in the undeveloped areas of the CI overlay zone. These acreages are for the full blocks
exclusive of land dedicated to future street right of ways. These acreages also assume lot divisions
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which include full size accessways, however a property owner could acquire multiple blocks which
are divided by accessways, and the accessways could be limited as pedestrian or delivery
connections to create a larger development site.
Specific block areas are indicated in the attached map entitled Croman District Block Acreage.
. is it realistic to condition added stories with a specific standard such as LEED?
Whether or not allowances for additional stories should be tied to performance measures is a
deliberative question.
Background: Bonus incentives for achieving LEED certification are increasingly provided by
jurisdictions around the country. LEED has increasingly become the dominate mting system for
energy efficient building and site design. In the event an applicant voluntarily requests a height
bonus in exchange for achieving LEED certification a number of code provisions as proposed in
section VIII-C-13(I) would ensure the building is designed and built to achieve this goal.
. on the one hand, how soon will LEED and similar sustainabiIity standards become available
through the state and using building codes? if these are imminent, and will provide regional if
not statewide consistency, what are the pros and cons of Ashland requiring them in order to
build taller than 2 stories? on the other hand, standards are likely to evolve, particularly over
the term of this master plan. is it sensible to adopt a specific standard at this time? what are
the pros and cons of encouraging taller buildings by simply allowing taller maximum heights
rather than imposing higher standards? How do we know that LEED will remain the
appropriate standard for energy and resource conservation design? can we describe
performance standards instead?
Although many of the above questions are deliberative in nature it is important to note that as
proposed the definition ofLEED Green Building System (18.08.343) relates to the "most recently
published version" which will ensure that a project is evaluated against the most current LEED
standards available on the date of application for approval. Four levels of LEED certification exist -
certified, silver, gold, and platinum which are reached by obtaining increasing "points" indicating
sustainability measures have been provided in the development. Certain points are realized at no
additional cost due to the high level construction performance that tOdaY's contractors insist upon as
standard practice. A number of points are allocated based on components such as site selection,
sight design, water saving landscaping, provision of bike parking, finish material selection, and
other sustainability measures which go beyond minimum building codes which primarily address the
physical structure being constructed.
As State or local building codes change to more directly regnlate energy efficiency in the future,
LEED as the dominant rating system nationwide will also update the various certification levels to
provide new targets for environmental design.
. is it permissible to install carport roofs over outdoor parking if they include solar panels?
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Yes.
. page 8, chapter 18.53
can you provide some examples of local built out FAR, and some examples from other areas?
I'd like to better understand lot area, vs. FAR achieved with multiple floors.
The Following Examples were previously examined and used to illustrate FARSon existing and
proposed developments in Ashland.
Modern Fan Washington Ave (as existing and approved)- 35,9l2sq.ft. BLDG/1.83 ACRES = .45
FAR
Bauer Reels 585 Clover Lane: 10667sq.ft.BLDG/0.6l Acres =.40 FAR
545 A Street: 2350 sq. ft. BLDG/O.13 Acres = .40FAR
Organic Nation building was approved at ,36 FAR
Note that only Minimum floor areas are proposed for the Croman Mill zone with no maximum,
whereas commercial developments in Ashland have been historically restricted by a maximum floor
area as well.
. does the amount of parking required by square footage of built space affect the footprint of the
building? do we have a sense of when this would push property owners to build underground
parking?
A Maximum of25% of the project area can be dedicated to surface parking (VIlI-C-4(I)) and only
50% of the required parking may be located on-site as surface parking after a district parking
management strategy is implemented (VIII-B-3(2)). As such the buildings footprint and landscaping
would take up the remaining 75% of the site and thus the footprint itself should not be impacted by
added parking demands, Credits for parking including a one-for-one on-street credit, mixed use
credit, transportation demand management, and off-site shared parking credit. When in
combination these credits do not prove sufficient there will be pressure to develop either
underground parking, structured parking on-site, or coordinate in the development of an off-site
shared parking structure.
. Ordinance #3 Site design standards for croman mill
Part A, Street Standards
if this is where we adopt the street grid for the area, can this be separated from the private
property development standards, so that a street network can be adopted and move forward
for engineering design?
Yes. This method was done with the Railroad Master Plan in which the street network was
separated from the design standards and approved by council independent of the Plan.
. I like the concept of the central blvd. I see a grid of local side streets. I like the accessway
streets: do these most closely resemble the commercial neighborhood coUector streets in the
existing street standards?
Local side streets within the Plan are divided into two types;
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Local Commercial Streets provide district circulation to and from employment uses. As proposed in
the CMD plan these streets are comparable in design and right of way (64') to the Commercial
neighborhood Collector Street type in the Street Standards Handbook). However there are two
segments of the local commercial streets that are identified to have a protected bike path, which
would be an alteration from the standard design by including an additional 10' ofR-o-W for the
designated Bike path.
Accessways are a flexible street type intended to provide a gridded form and maintain circulation
network for pedestrians, cyclists, and provide opportunities for vehicular access to parking,
deliveries, or full street connectivity. Therefore the size and design of these streets can range from
that of a multiuse path to that of a full local commercial street
. can accessways remain on private property if someone wants to retain a larger lot size, if an
easement is created that allows public use of the paths?
Yes. As noted a public easement for use of paths or drives would be necessary. In some
circumstances such Accessways may also be needed for fire apparatus access.
. could accessway vehicular use be restricted to deliveries?
Yes. It is also expected that Accessways would serve to reach interior parking lots.
· I appreciate green street standards and stormwater management. are canopy trees along the
sidewalks too water intensive? are we contradicting our stated desire for water efficient
landscaping?
The existing Street Tree Standards that apply City wide are unchanged by this plan. In the event that
the Green Street Standards, as developed through the Transportation System Plan (see question
below), have requirements for specific tree types and water efficient landscape, by reference these
requirements would be applicable to the Croman Mill District Green Streets. Further if the Street
Tree Standards are changed the Croman Mill District standards could also be changed at that time to
address any new requirements.
· stormwater management is not part of the existing street standards handbook: are we
proposing these for Croman only or do we want to use these ideas throughout town? If the
latter, why specify these kinds of engineering design criteria in our planning documents?
The Site Design Standards for the Croman Mill District delineates which streets within the plan area
are to be classified as Green Streets, Section VTII-C-3(1) establishes that Green Streets shall be
developed in a manner consistent with the Ashland Green Streets Standards by reference. This
document will be maintained by the Engineering Department as a standard that can be applicable
anywhere in town where Green Streets are proposed. The Transportation System Plan currently
being developed includes as a specific task the establishment of these Green Street Standards.
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. item 4, page 4: local commercial streets: what if the southern-most local street has a serious
grade access problem connecting to mistletoe? (this based on the site visit where I observed
significant cut slopes at the south portion of tbe existing site).
One local street was initially proposed in the Crandall Arambula Plan a local street connecting the
proposed Central Blvd. to Mistletoe Rd along the City Limits at the south of the Croman Mill site
was eliminated from the current plan for this very reason. The proposed street that remains is
located at the northern end of that curt bank and should be able to connect to mistletoe and retain an
appropriate grade. In the event topographic constraints necessitate relocation of the street in
question (or any street) allows the location to be shifted by more than 25' though an administrative
Minor Amendment process as explicitly listed in 18.53.020BI(b)(I).
. page 6: the illustration is a street and a separate bike path, the legend is for an accessway. I am
confused about the amount of vehicular right of way shown, compared to accessway full street
option on page 7.
As indicated on the Croman Mill District Street Framework map there is an Accessway that runs
along the entire eastern boundary of the plan area adjacent to the railroad tracts. In this location it is
anticipated that the design of the Accessway would incorporate the Central Bike Path which is also
proposed for this area. Therefore in lieu of having a sidewalk alone on one side of the improvement,
a combiried sidewalk and bike path is proposed on the east side which increases the total right of
way. Consistent with the cross section for a full street Accessway the vehicular area is a 34' curb to
curb width.
. page 9 Site Design Standards,
Part 2, for buildings on private property
I would make this a separate ordinance from the street network, so that the street
standards can be adopted separately and first, for design and engineering purposes. does
section VIII-B-l, orientation and scale, apply to CI as well as NC, DE and MU?
Yes. Items 1-5 apply to the entire Croman Mill District. Items 6-8 only apply to CM-CI for
buildings located adjacent to an "Active Edge Street", meaning for those fronting on the Central
Blvd. CM-CI developments not fronting on the Central Blvd would not be subject to standards 6-8.
. can surface parking areas install roofs to hold solar panels and shade the parking?
Yes,
. How does this interact witb the shade tree requirement?
Although Staff has not seen this scenario presented elsewhere in the City, the plan contains sufficient
flexibility to accommodate altemative proposals, including deviations from site layout and
landscaping requirements, provided the alternative results in a development design that equally or
better achieves the stated purpose and objectives of the district plan (18.53.020B(3), The intent of
shading parking with trees (I per seven spaces) would certainly be met by solar panel covered
carports and a landscape plan that is considerate of the proposed carports.
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. VIO-D-l, 8a. speaks of walls within 30 feet of public space: how does this match with tbe
maximum 10 foot sidewalk setback (does 18.53 apply to all street frontage not just active edge
streets?)? does it mean building walls must have windows?
Yes. This provision is currently within Ashland's Detail Site Review standards (II-C-2a(3).
Provided walls are within 30' of the any street, and the property is in a NC, MU, or OE overlay, at
least 20% of the wall shall be windows or doorways. There is an allowance to exempt up to 40% of
the building perimeter from this standard to accommodate loading or service areas.
On the Active Edge Street (Central Blvd and the streets surrounding the central park) the percentage
of display area, widow, and doorways required increases to 50% of the first floor fa~e.
. does this apply to CI?
No, except in cases where the building is adjacent to the Central Blvd in which case 50% of the first
floor fa~ade (facing the "Active Edge" street) shall be comprised of transparent openings (windows,
glass doors).
. and to CI uses in OE?
Yes, all properties in the OE overlay are held to this standard regardless of the interior use,
. VIO-B-4 continues the city's usual street tree spacing requirement. have we considered the
watering demand and drought survivability of this much tree cover?
As an existing City Standard applied to the Croman Mill District unchanged, no re-evaluation of this
standard was undertaken. The Green Street Standards which are to be developed through the TSP
process would be applicable to the designated green streets within the district. As such, if the Green
Street Standards include changes in median or parkrow landscaping requirements, these streets
would be developed consistent with that new standard.
. VIO-D-5: we prohibit glass material in the building skin. is this consistent with sustainability
and recycled content design? wbat is our objection to the material? is it related to our historic
districts and a desire to retain compatible architecture styles? Is this relevant in this part of
town?
.
The limitation regarding glass material as the majority of the building skin is a section of code that
has been taken from Ashland's existing Detail Site Review Standards (II-C-2f) . The Detail Site
Review Zone is currently in place on Ashland's main streets such as Siskiyou Boulevard, Ashland
Street, A Street, The commercial areas of Tolman Creek Road, and the downtown and railroad
property (i.e. Clear Creek Drive, Russell Drive), and is therefore this provision is not exclusively
attributable to historic districts and historic compatibility issues,
DEPT. OF COMMUNITY OEVELOPMENT
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Ashland. Oregon 97520
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Tel: 541-488.5305
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A limitation on such building materials as the primary material involves providing for a form,
rhythm, and texture of the architecture that is pedestrian scaled and adds interest to the streetscape.
Glass and steel buildings are also subject to produce significant glare which has been a topic of
community discussion on numerous individual developments.
Questioning the value of using glass the majority of a building fa~ade in relation to sustainability and
streetscape implications is deliberative and has not previously been discussed by the Planning
Commission.
. I have a related question about plastic in construction materials: if the content is recycled, why
prohibit it?
Recycled construction materials are not prohibited, nor is plastic prohibited as a building material.
. VIII-B-ll does the rail spur make use of the existing rail spur (where the tracks were just
puUed up) which would seem, from the site visit, to be partly in the DE zoning? to what map is
this paragraph referring to?
The existing rail spur area extends approximately 1500 feet and approximately 500' is located in
within the lands identified as DE zoned. The proposed rail spur easement area is shown as 1000' feet
long and only located in lands designated as CM-Cl zoned. The standard (V-lll-B-ll) establishes a
minimum length of 500' best aside or developed as a rail siding, however there is no prohibition
against extending it the full easement length.
The Croman Mill District Transit Framework map shows future locations of the proposed bus route,
bus stops, commuter rail line, Transit Centers and the area reserved for a future rail spur. This map
has been provided in the materials and a small version is embedded in the plan under section VIII-B-
10.
. does the rail spur belong on the street network map? it would seem to be in the same general
location as the Central Bike Path?
The rail spur has been included on Croman Mill District Transit Framework map. The facilities
identified in each map (transit, street, pedestrian and bicycle) are applied to future development and
thus development in the area of the proposed rail spur would have to design the site to accommodate
an Accessway, rail spur, and the Central Bike Path.
. VIII-B-13: is the specification of both porous surface material and low solar reflective index
consistent with current practice? is the better left as a performance standard related to
stormwater runofl?
In section Vlll-C-4 porous sold surfacing, high solar reflectance pavement, or 50% canopy of tree
shading of the parking area, are provided as options in which an applicant selects one of the three.
These provisions are new to the Croman Mill District and not currently applied elsewhere in the
City.
DEPT. OF COMMUNITY DEVElOPMENT
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Ashland. Oregon 97520
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Tel: 541~B8-5305
Fax: 541-552-2050
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One of the goals included in the Croman Mill Site Redevelopment Plan (2008) is to "mandate
sustainable and green development codes." The total additional cost of providing pervious pavement
for green surface parking to comply with this proposed green standard is 5% more than paving an
entire lot with non-pervious material.
. VIII-B-14: where and how does this short paragraph on compact development apply?
The employment densities noted in VIII-C-14 are provided as recommendations to guide applicants
as to what sort of employment generation is desired in the District. In this sense the section is largely
aspirational in nature. However, this section would be used as the reference when determining
whether a site was meeting at least 50% the intended employment density is applying for a Special
Permitted Use for outdoor storage within the CM-CI zone as described previously.
. PART C green standards
C-2 diverse neighborhoods: we are both constraining number of units with height restrictions,
and requiring affordable units. do we have an assessment of how feasible it is to construct in
the NC and MU zones given the cost of development?
No development cost analysis has been undertaken. Of note in this area as the property is not
presently for sale, determining the residual land cost as a factor of total development costs can not
determined without appraisal services.
. C-5 rain runoff
is rain water capture and use for irrigation an option?
Yes, Section VIII-C-8 lists use of recaptured rainwater as one of six methods of reducing potable
water use on irrigation an applicant could select.
. C-8 potable water use reduction
very important to reduce use of potable water for purposes not requiring that level of
treatment. bow is the 50% target chosen?
Through the application of the six methods outlined for accomplishing reductions in potable water
use our conservation staff indicated a 50% reduction was a readily achievable target.
Other communities around the Country have mandated a 50% reduction into Green building codes
Additionally a 50% reduction in potable water for landscaping one minimum standard to achieve
LEED Silver Certification ((LEED WE 1.1).
. c-9 to allow solar orientation of buildings, wbat kind of permit process is available to get a
variance from the design standards that reqnire buildings to be adjacent to and oriented to the
street? (I am recalling the awkwardness oftbe situation in Verde Village).
A variance would not be required. The plan as proposed contains sufficient flexibility through a
Minor Amendment process (administtative) to accommodate alternative proposals, including
OEPT. OF COMMUNITY DEVElOPMENT Tel: 541-488-5305
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-22-
deviations from site layout, building design, and landscaping requirements, provided the alternative
results in a development design that equally or better achieves the stated purpose and objectives of
the district plan (18,53.020B(3).
. C-l to C-ll: to what extent are these green standards things that are required by LEED or
other systems? if we are not requiring LEED unless added height is desired and granted, what
is the purpose of including each of these standards applied to all development? or conversely,
what incentive remains for added height?
One of the goals included in the Croman Mill Site Redevelopment Plan (2008) is to "mandate
sustainable and green development codes." In combination the mandated Green Standards will add
a number of points toward achieving LEED certification should an applicant choose to proceed with
certification and request a height bonus. For example as stated above in relation to potable water use
on landscaping reduction this 50% reduction provision does further an applicants ability to meet
LEED standards. A development within the district that does not desire additional height would not
likely undergo the LEED certification process, and may only provide those minimum green
standards as required in the local code. For those desiring additional height, by achieving a number
of points by adhering to the mandated green standards proposed, they will be better able to quantify
the costs associated with those additional measures necessary to achieve certification (Silver or
Gold)and obtain the desired perfonnance bonus.
. affordable housing bonus allows up to a doubling of housing density. do we have evidence that
this incentive produces built units?
The affordable housing bonus proposed in section VIII-C-13 allowing for a increase in density
equivalent to the percentage of affordable housing units provided is currently an allowed density
bonus in Ashland's residential districts, Historically this is primarily utilized by affordable housing
developers and those required to build affordable housing to increase density to offset the cost of
land or construction costs relating to the affordable units. It has not functioned as an incentive to
create affordable units, Recent examples of the application of an affordable housing density bonus
include the HAJC project currently underway, Verde Village RVCDC units and ACLTs 6 unit
development on Garfield.
. do we give additional height in order to achieve the maximum number of units, without some
other requirement stopping it such as parking requirements or FAR or other detailed
specifics?
Not explicitly for the increase in units provided as affordable, however were a project to also obtain
LEED certification an additional Y:z story bonus is allowable within the Residential Buffer overlay
area.
. ordinance #4, section 19 amc 18.104.020 CUP
definitions
target use, are the FAR standards minimums or maximums?
DEPT. OF COMMUNITY DEVELOPMENT
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Ash~nd. oregon 9T52O
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The FAR's provided in 18,104,020 under target use are provided as a baseline of comparison for
evaluating the impact of a proposed conditional use. An applicant would have to demonstrate
through a CUP application that their proposed use was comparable (or less intensive) than a project
developed with the target floor areas identified by zone,
DEPT. OF COMMUNITY DEVElOPMENT
20 E. Main Slreel
Ashland. Oregon 97520
WNW.ashland.or.us
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r.,
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DEPT. OF COMMUNITY DEVELOPMENT
20 E. Main SCreet
Ashland. oregon 97520
W'lNW.ashlaoo.or.us
Tel: 541~B8-5305
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Transportation Framework
. What is the viability of using the existing Mistletoe Road as the signature street and connecting
with Washington Street? It seems like doing so would save us time and money, but it was not
given much focus during the presentation. My concern is that we spend money on the grade A
signature street, when we could use the existing streets in a more economic and efficient way.
The transportation analysis update included in the May 4, 2010 studies an option for Phase II of the
Central Boulevard using the existing Mistletoe Road location. Phase II of the Central Boulevard is
approximately the northern third of the main street. This option is included to address the phasing of
the Central Boulevard should the Oregon Department of Transportation (OooT) maintenance yard
remain in place indefinitely, and as a result. the original Phase II concept not be feasible. The
analysis finds that the existing Mistletoe Road alignment could be used for the Phase II extension of
the Central Boulevard rather than the original concept of locating the road through the ODOT
property,
The unusual alignment of Mistletoe Road and the intersection with Siskiyou Boulevard and the
affect on maneuverability and safety are issues in terms of using Mistltoe Road as the primary
southern entrance to the plan area. In 200 I there was an application to rezone the property largely
for residential purposes, which the City ultimately denied. During the course of the 200 I application
and the transportation impact analysis, ODOT raised concerns regarding the intersection of Mistletoe
Road and Siskiyou Boulevard. These same concerns were raised again during the planning process
for the Croman Mill Site Redevelopment Plan (2008) by OooT, property owners and business
owners. Specifically, property and business owners identified truck access at the Mistletoe
Road/Siskiyou Boulevard intersection as problematic. Creating a new southern entrance to the
property addresses truck access and safety issues, as well as others.
Using the entire length of Mistletoe Road for the main street through the property is problematic in
laying out the street network. Because the middle and southern portion of Mistletoe Road is located
on the westernmost edge of the plan area, locating the Central Boulevard in the Mistletoe 'Road
location would create longer travel distances for vehicles, cyclists and pedestrians traveling to the
middle or eastern portion of the plan area. Locating the less intense local street on Mistletoe Road
and the more intense Central Boulevard with more traffic in the center of the plan area is generally
considered an appropriate technique in buffering adjacent residential neighborhoods (i.e. the
Tolman Creek Road residential neighborhood across Hamilton Creek from plan area).
o Why is this project not dependent on the Transportation master plan that is due in two years
or the economic plan that is due in a year? How can we vote on a site that is so dependent on
plans that haven't yet been competed'?
The project includes a transportation analysis which evaluates transportation projects which would
be necessary under build out of the plan area under current zoning and additional transportation
projects given the redevelopment plan. As part ofthe Transportation System Plan (TSP) update
project, the projects identified in the transportation analysis will need to be considered and
potentially included in the TSP project list. Since transportation analysis methodology is inherently
vehicle oriented, it assumes vehicle travel will continue at the same rate of growth in the future. As
a result, the Croman transportation analysis presents essentially a worst-case scenario from a
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vehicular standpoint. As part of the TSP update, the City could consider alternative approaches to
remedy future automobile capacity issues rather than standard vehicle-oriented upgrades such as
revised capacity methodology and decreasing vehicular travel to lessen demand on street facilities.
. Who is doing the TA? What are their assumptions?
DKS Associates performed the original transportation analysis and the most recent update. Both
documents are included in the May 4,2010 Council packet. The assumptions are described on pages
7-14 of the original transportation analysis (dated January 2, 2009) and pages 2-6 of the update
(dated April 29, 2010).
. Given Odot's 2/112010 letter; when win the TA be completed?
The transportation analysis was completed as part of the Croman Mill Site Redevelopment Plan
(2008). The recent update was completed on April 29, 2010.
· Does the analysis go to the Transportation Commission? Why or why not?
The Transportation Analysis was reviewed by the Transportation Commission on January 21, 2010.
. With high employment density, what demands win be put on the city's infrastructure?
The transportation analysis and transportation analysis update detail the demands that will be put on
the transportation framework. Regardless of whether a master plan is adopted for the Croman Mill
site, the build out of the Croman Mill site under the current zoning requires a significant investment
in transportation infrastructure to construct the facilities necessary to accommodate future
employment in the area.
. Why can't it be true east-west?
In a true east-west street orientation, some streets would be at acute angles to the Central Boulevard
which would result in skewed intersections. This would also create irregularly shaped parcels.
. Why are irregularly shaped blocks or parcels considered less desirable?
Square or rectangular parcels are generally easier to develop because it is easier to fit square and
rectangular buildings and parking areas on these lots.
· How will the width for right of way for the central boulevard be acquired where it overlaps the
existing Mistletoe Way? does it matter to know that now, if this is a long term future? is it
essential to include the right of way width in the Plan to preserve the future option for change?
The City's map and aerial photo information indicates sufficient width in the existing Mistletoe
Road alignment to accommodate the future Phase II Central Boulevard. The design of the street
may need to be modified to in areas to accommodate existing development constraints (e,g. modify
OEPT. OF COMMUNITY DEVElOPMENT
1OE.MainSlreel
Ash~ro. Oregon 97510
www.ashland.or.us
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the parkrow and sidewalk design and widths). At least two thirds of the Central Boulevard will be
unconstrained by existing buildings and development, and the street standard for the Central
Boulevard will determine the build out of this street.
· How will the buildout of the central boulevard and the side streets be managed: each block at a
time as construction is imminent, or do we have a minimum that must be installed prior to
surveying and subdividing into private lots?
The applicant can propose to phase the installation of the side streets as part of the subdivision
process. The construction of the side streets would be required at the point when access is needed to
adjacent development.
· Driveway access is prohibited between streets along the central boulevard. How long are those
blocks? Is it practical to do this? Does creating alleys along the back result in added paved
area that could otherwise be in landscaping or building footprint?
Driveway curb cuts through the sidewalk are prohibited on the Central Boulevard and around the
Central Park. The majority of the blocks are approximately 300 feet in length, A consolidated
driveway access or alley would essentially reallocate the land area which would have been used for
individual driveways.
· Can we provide a built-in exception to this driveway prohibition for the shallow lots presently
developing along the east side of Mistletoe? What about the lots on the west side? (This is a
question about how the transition occurs over the long term to bring Mistletoe 'into' the
Croman Area as the lots redevelop in more intense uses in the future.) Is the distance from the
Croman property boundary along this frontage comparable in length to the blocks anticipated
in the Croman area or is it shorter or longer?
The standards could be modified to allow driveway access across the sidewalk on the Central
Boulevard for particular properties.
· The alternate street layout for better east west orientation was introduced just this year. Have
we consulted with experts in green design about whether this amount of difference will be
effective or even necessary?
Staff research shows that generally an east-west street alignment is used in residential development
to encourage energy efficiency by creating optimum conditions for the use of passive and active
solar strategies. The primary solar issues for commercial buildings in the Southern Oregon climate
are avoiding overheating in the warm months, providing opportunities for allowing day light into
buildings and maximizing the roof area available for solar energy devices, The benefit of the east-
west street alignment appears to be providing the opportunity to position the short walls of future
buildings facing to the east and west so that there is less exposure to the intense summer sun, which
thereby reduces overheating. Additionally, the layout of rectangular solar collection devices on
building roofs may be more efficient. Staff consulted several LEED-certified design professionals
and local building contractors.
DEPT. OF COMMUNITY DEVELOPMENT
20 E. Main Slree!
Ashland. Oregon 97520
WNW.ashland.or.US
Tel: 541-4118-5305
Fax: 541-552-2050
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General Questions
. If ownership changes, how does this effect the plan?
Changes in property ownership will not effect the Croman Mill District or implementing ordinances.
In general, development of property is initiated by the property owner. As a result, development of
the plan area is dependent on the property owners within the plan area moving forward, which is in
turn effected by a variety off actors (e.g, market factors, financing),
. What is the projected cost to the city?
The issue of financing the central boulevard and related utilities was raised at and discussed by the
Planning Commission. For subdivision and site review approvals, adequate capacity of
transportation, water, sewer, storm drainage, and electricity facilities is required for proposed
development. As a result, the developer of the property is responsible for the provision of ,
transportation and public utilities to and through the site. Accordingly, if a development were
proposed in the Croman Mill study area, the developer would be responsible for the construction of
the central boulevard and the related utilities. Improvements can be proposed and constructed in
phases.
In the case where streets and utility lines that are larger facilities which serve a greater area beyond
the development, developers can be awarded system development charge (SDC) credits for a portion
of the cost of the qualifying facilities that they construct. For example, when North Mountain
Avenue was improved to city standards from North Mountain Park to the city limits, the developer
was given credit for a portion of the street improvements that serve the general public beyond the
, immediate area. As an Avenue (major collector), North Mountain collects and carries traffic in both
a northerly and southerly direction from Ashland's neighborhoods to larger streets. Additionally,
this function will expand further at some time in the future when the Nevada Street connection is
made.
The Croman Mill Site Redevelopment Plan (2008) includes a work plan for the next steps in
implementing the plan. The work plan includes studying the feasibility of an urban renewal district
and developing and urban renewal plan. Tax increment financing is generally a product of an urban
renewal district, and is used to finance public infrastructure by using a tax increment to pay debt
service on bonds.
. What is the relation between these two (parking management and financing strategy)?
The parking management plan could look at a variety of factors including a development time line
for public parking, parking space time allowances, signage and ways to reduce parking demand. The
financing strategy would analyze the feasibility of building public parking areas and a parking
structure, and potentially develop system for collecting in-lieu of parking fees from development in
the plan area and funding the parking structure.
DEPT. OF COMMUNITY DEVElOPMENT
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Deliberation Issues
. Why is this project not dependent 011 the Transportation master plan that is dlle ill two years
or the economic plan that is dlle in a year? How can we vote on a site that is so dependent on
plans that haven't yet been competed?
. With the possibility of 2500 employees in this area, why aren't we taking parking seriously?
. Do we really mean to extend the detailed review of a type II planning action on the majority of
our remaining employment lands?
. Do we really mean to include all larger developments that will help increase the density of
employment use and help increase the FAR and help meet the FARs (especially on smaller
lots) to go through the planning commission? this is the major delay and uncertainty that we
hear is hampering and even seriously discouraging to the business community.
. page 1: is 25 feet adequate for adjustments to the road alignments?
Background: The 25' limit was derived by looking at the threshold established in the North
Mountain Master Plan. Within the Croman Mill District changes in a road location of greater than
25' are subject to the minor amendment process identified in the proposed ordinance. A minor
amendment process as proposed is to be an administrative review and approval.
. I look to increasing the flexibility of cross-over uses between CI and OE, otherwise why not go
back to a revised M-l that deletes the uses we have removed but does not segregate into office
and light industry?
. would it not be clearer to put the 4 acres MU along Hamilton Creek back in CI and remove the
residential overlay?
. page 4-5, chapter 18.53
2 units of temporary housing per acre seems very strict when the minimum lot size in OE is less than
one acre. is this realistic? what if it was 4 or 5? will they be subject to TOT?
, Background: As proposed the temporary employee housing would be limited in use to only people
employed by the business operating on the premises. A covenant to this effect would be required.
As Hotel/Motel uses are not permitted in the zone the covenant would reflect this limitation.
. won't that use be replaced with more high value land uses in the future when economics
become more profitable? and in the meantime, small firms can purchase the amount of
warehouse storage they need with the flexibility to increase and decrease their space as
business fluctuates?
. what if a bldg exceeds 30,000 sq ft, then the 2500 is less than 10%? what if we go with
'whichever is greater?
OEPT. OF COMMUNITY DEVELOPMENT
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. #5 is 1,500 sq ft an appropriate size for a commercial day care facility?
. I view tbe widtb of tbe rigbt of way as a given for wbatever type of roadway and
transportation comes along in tbe future. if street car is a possibility, does it make sense to
plants trees in tbe center median?
. C-3 street standards
do street design standards belong in tbe planning code or as public works design criteria? I
bave a copy oftbe 1999 street standards bandbook. Rigbt of way widtbs, lane widtbs, etc. and
turning radii are identified, but stormwater design is not.
From a code applicability standpoint provided the standards are adopted by ordinance, regardless of
their location, they would still apply to future development.
. C-4 can tbe desired result of tbe parking surface goal be stated as a performance standard tbat
tbe designer can determine bow to meet?
. would a performance standard, perbaps derived from tbe water quality stormwater
regulations, be a way to state tbe goal and allow projects to determine bow to meet tbe goal?
. ordinance #S adopting tbe land use map designations
Tbe tbree lots on tbe east side of Mistletoe are being specially bandied by separate ordinance
(Ordinance #5a, applying detailed site review). I am not convinced it makes sense to leave
those properties M-l, when we are proposing a long term plan and it would seem preferable to
eventually have these properties match the zoning of Croman District.
· VIll-C-12 dark sky outdoor lighting: do we want to adopt dark sky for all new and
replacement lighting in tbe City instead of singling out the Croman Mill area?
· what if you bave a 4 story building with a couple of hundred employees: is 1500 sq ft enough to
serve lunch to that many people?
Background: Ancillary Employee Services allocation of floor area that could include a cafeteria
would be additional floor area that could be dedicated specifically to serve employees within a
building.
· #11, this seems very strict, particularly in CI: 2500 sq ft on a 40,000 sq ft minimum lot size.
have we received examples of practical ratios from other jurisdictions or experienced property
managers?
From the record the original Crandall Arambula Plan recommended no outdoor storage
OEPT. OF COMMUNITY OEVElOPMENT
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Ash~nd. Oregon 97520
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May 4, 2010
Chamber of Commerce
S-
Dear Honorable Mayor and Members of the Council,
As President of the Ashland Chamber of Commerce Board of Directors, I ask you on their
behalfto support the goal of providing necessary land for new job development that will
help to enhance the economic health of our community for the future. Creating
opportunities for business expansion and employment of young people in Ashland requires
foresight and business risk taking.
I would like to share with you a bit of history and why we are so interested in the
development of the old Croman Mill site. Five years ago during a Business Retention and
Expansion survey done by the Chamber through an economic development grant from City,
we determined some important needs of businesses in the traded-sector area of our economy
that generate new dollars flowing into our community. The primary goals of the survey were
to identify business issues that were obstacles for growth, assess the area's business climate
and build community capacity in order to better address business issues through greater
collaboration between government and business.
Based on the survey findings, the Chamber met with a number of businesses to assist them
with key issues with one of the most important being lack of available land for expansion. At
that time, we discovered the expansion challenges of Plexis and began to work with them,
the owners of the land and the City on how we could keep them from moving their business
out of Ashland. Thus started the Master Plan discussion and brought us to where we are
now - many years later, many meetings of public involvement and years of community
process.
As has been stated in the past by the City, for master planning to be effective, it must reflect
an accurate picture of the current conditions and present a challenging but achievable
pattern for future development with the rationale behind the plan grounded in the City's
comprehensive plan. We believe this is especially important for this site as it is our only
large track of land left in Ashland to serve future generations of businesses and their
employees.
For businesses to expand and grow in Ashland they need a clear understandable process for
development creating certainty and a reasonable timeframe. Through our many meetings
with our Rapid Response Team not only is this obvious but so is the continual need for larger
pieces of land to develop.
110 East Main St. . PO Box 1360 . Ashland OR 97520 . (541) 482-3486 . Fax: (541) 482-2350
www.ashlandchamber.com
In review of the Croman Master Plan, there are a number of elements we believe are
important to the plan. We believe that it is important to have these new zones with the
Croman overlay and especially like that the plan has built in flexibility in its recommended
employment density and zoning criteria. We feel that this flexibility allows businesses to
plant themselves in Ashland and grow and change as the economic climate does. We also
like that the plan is set up to create incentives for businesses taking a greener path so that
lEED certification is not mandated but encouraged.
We recommend that you remove lots 1000, 1100 and 1200 at the North end of the plan area
from the Detailed Site Review overlay leaving the M-1 zoning so that restrictions would not
constrain currently proposed plans.
We believe in the original goals of the project to provide for family wage jobs, allow for light
industrial and manufacturing, to support new businesses, existing business expansion and
the preservation of rail access.
We encourage you to move forward and approve the Croman Master Plan as an effort to
acknowledge the bigger picture in business and development in Ashland. More delay would
be discouraging and hindering to the economic process for the City of Ashland creating
unnecessary uncertainty for businesses wishing to expand. Remember, it will be the owners
of the land taking the risk and the businesses sited there who will be the ones that will be
providing needed jobs and a future for our citizens. They need your timeliness.
Thank you,
~w~Q~
Meiwen Richards, President 2009-10
Ashland Chamber of Commerce
RECEIVED
APR 2 lJ, 2010
April 28, 2010
To: Mayor and Council
REPLY TO THE MINORITY OPINION
City 01 Ashland
Community Development
This is not the opinion of the planning commission, an effort to try to explain the
thoughts of M, Dawkins, or M, Midlan, or an attempt to address the larger issues of the
Croman Mill Master plan, they have already been aired in the process. This is a
dissertation to address some of the statements in the minority opinion that I feel are
misleading, inaccurate and are not reflected in the record or what took place at the
planning commission meetings. The opinions stressed by Mike Dawkins at the
meetings have merit but are more philosophy issues about visions of the future and in
this instance are out of the pervue of the planning commission due to the policy that
was set by council.
I personally feel the minority opinion is nothing other than another "Shotgun Approach"
at stalling a planning item like we have seen so much of in the past. Where the fear of
doing anything leads to doing nothing at all. The Minority Opinion does not accurately
reflect the issues and discussions that took place during the commission meetings or
the entire 4-year process,
Item 1) Croman Mill District Plan (CMDP), Goals and Principles Not Met.
The Goals listed in the Minority Opinion were not addressed as goals because
they never were goals, The "Project Goals", (Addendum 1, "Evaluation of Goals,
Objectives and principles"), as stated in the minority opinion were items taken from a
2008 "City Source" newsletter that arrives in the utility bill and from the initial public
workshop flyer. In any case, they were only listed as "Issues that will be examined" in
advertising for the public process. These "issues" are far from "Goals" and have never
been part of the planning action or staff report as goals, nor did the council in their vote
to continue with the master planning process mention them. To state they were goals
would question if the author, after two years of hearings, even understood the real goals
of the project.
The actual goals used in the Croman Mill Plan were gathered from public input at
. the initial neighborhood meetings and'these goals were addressed repeatedly,
throughout the process and forwarded by the council.
Guiding Principles:
In the Crandall Arambula Plan there were 20 guiding principals. Contrary to the
Minority Opinion all were addressed.
Three principals specifically listed in the Minority Opinion as not being "adequately"
addressed are covered below;
"Create parcels with the flexibility to support local new and small business,
existing business expansion and large employers".
Several meetings addressed this issue, along with the competing issues of "Provide for
a large number of family wage jobs", and to promote "transit supportive" development.
Nowhere in the plan, and as far as I could find, nowhere in the presentation, did the 100
employee minimum that was stated in the minority opinion come up, and the standards
do not support the 100 employee minimum theory, The author, herself, in item 9, calls
density a goal of the plan and not a requirement. The only mention of density is in the
draft site design and use standards for Croman Mill, Sect. VIII-C-14, and even there
they are only recommended employment densities and they are, depending on the
overlay, from 20 to 60 employees per acre and given the minimum lot sizes are less
than one acre, (a recommendation from the 2007 EOA), the minority statement has no
basis. Nowhere is there a statement regarding minimum employees per employer.
Given that one of the main goals was to: "Provide for a large number of family wage
jobs", eliminating these guidelines would be in conflict with this and several other goals
of the plan,
"Consider a range of housing options"
Housing options were considered and discussed often during the process, from the
initial meetings through to the end, With the primary goals of the project being job
retention and creation, housing should not be a primary focus. The inclusion of housing
in employment and commercial zones are always a subject of contention in Ashland
land use actions. Compatibility with the target use must be the standard when looking
at other uses in the zone. The standards are correct in allowing housing in only two
overlays and then only as special permitted uses,
"Do not create uses that compete with downtown".
This issue was constantly addressed, It is the reason for many of the limitations of size,
quantity, and types of uses are controlled in all the zoning overlays. What would be
considered as typical downtown uses are severely restricted in the Croman Mill District
plan. The current M-1 zoning would allow uses that would compete with downtown
more than the allowed uses in this plan would.
ITEM 2) "The CMOP is inconsistent with the 2007 EOA
This accusation is false. Several of the Goals for the CMDP were derived from the
2007 EOA.
Again the densities stated in the opinion, (requiring businesses of over 100 employees),
are not supported by the recommended densities in Croman Site Design Standards, As
explained above, the densities per acre are recommendations and not specific criteria
for employers.
From the EOA, pg. 6-2;
". Plan for industrial uses that are compatible with the City's economic
development objectives, The Croman site is presently zone M-1; the M-1
zone permits a broad range of industrial activities-some of which, in our
opinion, are not compatible with the site and surrounding uses. The City
should consider preparing a master plan for the site that evaluates
appropriate uses and incorporates sustainable development concepts, One
option is to develop an "eco-industrial park.".
From the EOA, pg. 6-2;
". The City should designate at least one site for a master planned industrial
park. The Croman Mill Site is the largest industrial site in Ashland, The
site is largely vacant and is getting pressure for housing and associated
retail uses. The employment forecast, however, is for 600 to 700 industrial
jobs. Most of these will be in specialty manufacturing and other light
industries, Ashland will have difficulty accommodating this employment
if it does not have an industrial land base. The Croman site is
approximately 70 acres; it is unlikely that any individual user would
require more than five acres, Many will need less than one acre."
These two paragraphs from the EOA state that the majority of the required "industrial"
jobs would be in specialty manufacturing and other light industries and that some of the
current M-1 activities would not be compatible with the area. It also states the 5 acre lot
size would be the maximum for the area. The current plan allows for not only the lot
size flexibility but also restricts the uses to those of a more compatible nature for the site
and restricts the residential and retail pressures as recommended in the EOA. As a
side note; the last time true M-1 uses were on site, complaints were common from the
citizenry and the surrounding areas. The proposed developments in the M-1 zone at the
north end of the property are more like our current E-1 standards.
From the 2007 EOC; Pg. B-4;
"PUBLIC FACILITIES AND SERVICES
This section discusses public services that are important for economic
development, including public policy, tax policy, water, and wastewater."
"PUBLIC POLICY
Public policy support for economic development includes policies that local
governments have to support economic activity, such as economic development
policies and local tax policies. Ashland's comprehensive plan includes the
following goals: "
". Guidelines that govern land use decisions, such as: land division and
development within employment and manufacturing districts, ensuring
that development densities are appropriate to the area, and providing
mixed use zoning where appropriate," .
". Developing and implementing an economic development program which
will attempt to increase the number, variety and size of retail, service, and
light industrial activity employers within the urban area, with particular
emphasis on employers who pay wages at or above the median County
wage and employ from 5 to 100 people, or who are locally owned...."
The table below, from the 2007 EOC, Pg. A-9, shows the county median as described in
the above paragraph, The current guidelines go a long way towards meeting this goal
by appropriating land more appropriate for the higher paying employment sectors, 2007
REOA (Pg A-9),
Table A-3. Median household income by oge ond medion fomily
income, Oregon, Jackson County, and Ashland, 1999
Jackson
County Ashland
$36,461 $32,670
$21,327 $13,796
$34,169 $21,559
$41,534 $38,250
$49,437 $46,742
$41,760 $47,531
$31,111 $44,563
$24,169 $24,385
$43,675 $49,647
Median household Income
Householder under 25 years
Householder 25 to 34 years
Householder 35 to 44 years
Householder 45 to 54 years
Householder 55 to 64 years
Householder 65 to 74 years
Householder 75 years and over
Median family income
Oregon
:ti4U,916
$22,636
$40,325
$48,538
$53,916
$46,535
$31,518
$23,783
$48,680
Source: U.S. Census 2000.
Item 3) "The CMDP should not precede the Economic Develop plan",
To quote the 2007 EOA;
"The results show that Ashland needs to provide between 131 and 173 sites to
accommodate employment growth between 2006 and 2026, About one-third of
these sites will need to be industrial sites; the remainder will be used for retail,
services, government, and institutional uses. "
The above numbers translate to six to eight new sites per year although with the current
economy there is some adjustment to these numbers. We are already 4 years into the
period for the EOC and to wait for another economic plan could take who knows how
long.
From the 2007 EOC; Pg. B-4;
PUBLIC FACILITIES AND SERVICES
This section discusses public services that are important for economic
development, including public policy, tax policy, water, and wastewater,
PUBLIC POLICY
Public policy support for economic development includes policies that local
governments have to support economic activity, such as economic development
policies and local tax policies, Ashland's comprehensive plan includes the
following goals:
. Ensuring that the City provides sufficient quantity of lands for commercial
and industrial uses to provide for the employment needs of its residents
and a portion of rural residents consistent with the population projection
for the urban area.
. Ensuring that economic development can occur in a timely and efficient
manner.
. Encouraging economic development of the local resources and enhance
employment opportunities for existing residents to enhance the
community's economic health.
. Working with Southern Oregon University to encourage the growth of
research and graduate programs, especially on programs that. provide a
bridge to the international marketplace.
. Discouraging businesses that are clearly unsuitable for Ashland from
coming to the City, These businesses include: '
. Businesses, which use large amounts of water.
. Businesses that emit significant amounts of air pollution.
. Businesses that create toxic wastes that require specialized disposal
techniques not available locally,
Many of the guidelines in the 2007 EOA are taken from the Comprehensive Plan,
including those on the previous 3 pages. It is unlikely that a new economic
development plan would drastically change these sections of Ashland's Comprehensive
Plan,
Also from the 2007 EOA Pg. B-5
ECO conducted a number of interviews with Ashland stakeholders, including
business people, developers, and real estate agents, One of the problems identified
in these interviews is with Ashland's planning process, including the following
issues: the complexity of the planning system, slowness of the planning process,
anti-growth attitudes among residents and city staff, and lack of available land. Some
stakeholders indicated that these problems were significant enough that they or their
clients preferred to do business in nearby cities, such as Medford or White City.
and from those interviews: Pg. A-21
" ...They anticipate expanding their facilities in the next few years, although do not own
land or have building space available at this time. Prohibitions on the construction of
parking lots, lack of enforcement of existing parking regulations, lack of affordable
housing, and inactive city leadership has made doing business difficult."
"...is planning to relocate one of their two Ashland dealerships to Medford because of
infrastructure issues (they are very concerned with the lack of City water available to
their facilities), lack of affordable housing for employees, and the lack of support for the
business community in Ashland. They plan to move the dealership within 18 months; 60
employees will staff the remaining Ashland dealership,
From these quotes, (by the first & third largest private employers in Ashland), it is
apparent that the slowness and complexity of the process is a hindrance for any
economic sustainability or growth, The Croman Mill Development Plan process was
started in 2004 and to state that it needs to wait for a'nother study would definitely
confirm what the EOC has found in their interviews, as well as going against established
policies of Ashland and of the State guidelines. Postponing this study would put the
Croman Mill Site Plan in the company of the Railroad District Master Plan, Two or three
downtown plans and the 2007 EOA. None of which have been formally adopted,
Having this site master planned would at least establish guidelines for prospective and
expanding employers to address for suitability to Ashland's values and long-term
economic goals. Master planning generally allows development to proceed in a more
efficient and cost effective manner for both the city and the landowner while achieving
the goals of both. For business to establish and grow in Ashland they need certainty in
the process and they need to know the standards they need to meet. This plan helps to
meet these goals,
Item 4) "The CMDP is not integrated with city-wide transportation and land use",
The arguments in this section make almost no sense other than the authors want
to see low density, non manufacturing uses on this land. But then the report goes on to
say it should be higher density/ mixed use. It states that the other areas designated for
"edge of town uses" have poor transportation and shouldn't be used for those, but then
the report goes on to say this site has worse transportation connections, and finally say
that this is being "fast tracked"
The details of the site are as follows:
The Croman site is less than 1/3 mile across, (east to west), and approximately 1/2 mile
long, (north to south), The Signature Street will be approximately ,8 miles long. The
total area is approximately .11 Sq. Miles. To say it is not a "multi-use node" shows a
lack of familiarity with the sight and the surrounding area. There are more services
within biking and walking distance of this site than in many areas of town. The plan
looked at rail, bike, pedestrian and auto connections, It incorporated the 1-5 interchange
concepts, and some possible scenarios for future traffic generation. The plan also
made recommendations for key projects and actions that needed to take place.
Included in these were property acquisitions for phase" access. The phase" layouts
have changed little since the beginning,
To say the process was not integrated with an overall transportation plan is ignoring the
reality of what was covered in the process and to say this is a fast track development,
after four years of public process probably means the author just doesn't like the results
of the process.
Item 5) "The CMDP has insufficient planning for annex-able lands,
The annex-able portions, contrary to what was stated in the report, have been part of
the study since the 2008 draft, (one of the properties is part of the Croman property To
state "Hundreds of people who were involved in the original charrettes hold the
assumption that this area is not included in the plan" cannot be supported by the record
and looking at the actual attendance numbers, this statement is not true. The properties
are currently designated as future E-1 in the camp plan. They are critical to the
connectivity, of the project, Lack of which was one of the key complaints in item 4. The
parcels are also critical to the expansion of the greenway and the existing riparian area.
Item 7) The CMDP places a burden on the whole community for Tier 2 power
needs.
Tier 2 was never discussed and cannot be addressed at this level of planning. The
concept of Zero Net Energy was discussed as well as other options for energy efficiency
but they were deemed not practical beyond what is incorporated in ttiis plan. If Tier 2 is
that important it should be required for all developments in town, including those of the
author.
Item 7 through 9)
These items were discussed during the process but deemed not part of the process.
There was discussion early on about the amount of developable land that was being
pulled for non-economic uses, The costs of this development are just that. As a
commission we have never before looked at who was paying, how much the
infrastructure would cost or whether the development would pencil. That is a task for
the development and not the commission. When master planning, we should be
overlaying the city's values on the development of the property and leave it at that. If an
item is too onerous the development should address this, not the commission. The
commission does not want to be the landowner's agent for deciding if a project is
feasible.
Item 10) Confusion in relationship between commission and council.
Item 11) The CMDP had poor public process.
The council motion was "Will the council direct staff to begin the process of adopting the
Croman Mill Site Redevelopment Plan and to prepare the necessary accompanying
Ashland Land Use Ordinance and Comprehensive Plan Amendments?", The roll call
vote was unanimous for proceeding. The confusion seems to stem from the dissenting
commissioners wanting their opinions to be in the majority ruling forwarded to the
council and to be able to change the plan completely. The author of the minority
opinion in one meeting, tried to get the entire site back to the old M-1, (no restrictions),
zoning. When that failed, she attempted to get part of the property designated as an
"urban food zone", (zoning which doesn't currently exist and would be completely
opposite of M-1), After that failed, added the more stringent restrictions on the existing
M-1 properties to the north, which she is now citing as a reason to not adopt the plan -
poor public process in adding these requirements.
Summary)
The amount of flat land suitable for large outdoor storage and ''yard'' type applications is
very limited in Ashland, Currently, only the City and OOOT can afford to hold land for
this type of use. If Ashland wants to compete for those uses, they will need to annex
flat land and provide the improvements. In The Croman site, the flattest land has been
reserved for a future Railroad siding. The small amount of flat land here is not enough
for the "edge of town" uses as described in the opinion and any large parcels would
require extensive grading, The competition for that land arid those uses is limited and
when one looks around the region, the majority of that is in White City, the county's
industrial site, Ashland cannot and probably should not try to compete for those uses.
They have the infrastructure, the buildings, the roads and railroads already in place to
support this. This is where the Croman Company has relocated its operations. This
type of land is not what Ashland should be planning for. The market here is small, the
land cost is high and very limited, and we haven't existing services to support it. The
direction of this plan is the best shot at ensuring the future viability of Ashland. If we
want young people to stay and families to remain we need the businesses that would be
suitable on this planned site. What this will provide and that is not the warehouse,
sorting yard, or low employee per acre uses that some would like to see, This site
needs to be for future uses and not the uses of the 40's and 50's,
Sincerely:
~ QJ".
Mike Morris
CITY OF
ASHLAND
Coun.cil Communication
Meeting Date:
Department:
Secondary Dept.:
Approval:
Approval of Fund Exchange Agreement and Engineering Contract
for the Laurel Street Sidewalk Project
May 4, 2010 Primary Staff Contact:
Public WorksfEngineering E-Mail:
Community Devel ment Secondary Contact:
Martha Benne Estimated Time:
James Olson, 541 552-2412
olsonj 0lashland.or. us
Michael Faught
15 minutes
Question:
Will the Council approve a fund exchange agreement with ODOT to fund the Laurel Street Sidewalk
project and an engineering services contract with Thornton Engineering for design?
Staff Recommendation:
Staff recommends Council approve a fund exchange agreement with ODOT and an engineering
services contract with Thornton Engineering to fund and design the Laurel Street Sidewalk
Improvement Project.
Background:
. Fund Exchange Agreement
The Laurel Street Sidewalk Improvement Project has been developed to provide a safe route to school
for Helman Elementary School students. This project includes construction of sidewalks on the east
side of Laurel Street from Hersey Street to Randy Street and the improvement of the Hersey/Laurel
Street at-grade rail crossing. After several failed attempts to fund this project through grants, it was
accepted as a funding priority through the Metropolitan Planning Organization (MPO) under the fund
exchange program. A fund exchange is where federal dollars are exchanged for state dollars at a 94%
exchange rate. Fund Exchange Agreement No. 26612 will exchange $730,000 Surface Transportation
Program (STP) funds for $686,200 in state funds for this project.
. Engineering Contract
In response to a Request for Proposal (RFP) issued in November 2009, the City received 12 responses
from local engineering firms to provide design services for the proj ect. Thornton Engineering, Inc. was
selected to provide engineering for the sidewalk project at a cost of $22,865.00. It was necessary to
officially secure project funding before awarding this contract. The railroad crossing improvement
portion of the project has already been designed under a current contract with OBEC Consulting'
Engineers.
Sidewalk Improvement Proiect
The construction of sidewalk on Laurel Street is a project which has been on the City's Capital
Improvement Plan (CIP) for nearly ten years. Public Works staff have struggled to secure adequate
funding for the project and have applied for grants under the Transportation Enhancement Grant
Program, Bicycle and Pedestrian Grant Program, various ARRA funding options and have even
considered the project as a Local Improvement District (LID). The project has also been on the
regional STP list which is administered through the MPO, however, it was not on the priority list. We
have recently been successful in revising the priority list and have identified funds that are available
immediately. Funds allocated though the MPO are Federal STP dollars exchanged through ODOT for
, Page 1 on
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CITY OF
ASHLAND
state dollars at a 94% exchange rate. Under Agreement No. 26612, $730,000 in federal STP funds will
be exchanged for $686,200 in state funds for this project.
Rail Crossing Improvement
In November of 2005, the Council approved a contract with OBEC Consulting Engineers to develop
plans for the improvement of the following five at-grade railroad crossings within Ashland's city
limits:
I. East Main Street
2. Hersey I Laurel Streets
3. Oak Street
4. Walker Avenue
5. Glenn Street
The $154,316 contract would provide for each of the above crossings over a period of up to five years.
The first of these crossings, East Main Street, was completed two years ago. The Oak Street crossing
has been designed and will be funded by ODOT through its Rail Division. The Hersey / Laurel
crossing has been designed (95%) and authorization for improvement has been received from the
ODOT Rail Division. Both of the remaining crossings, Walker Avenue and Glenn Street have been
placed on the unfunded list on the CIP and will await identification of specific funding sources.
Rail Crossing Funding
The Hersey I Laurel Crossing Improvement Project is critical to provide a truly complete and safe
route to Helman Elementary School. This project will provide safe, smooth crossings separate from the
vehicular travel ways and will be completely ADA assessable.
The project is funded at approximately $400,000. By comparison, the East Main Street Rail Crossing
Project cost $324, I 00.95. That project was funded in part through a Bicycle and Pedestrian
Improvement Grant from ODOT.
The engineering services contract with OBEC (approved by the Council in 2005) is still in effect as it
was approved as a multi-year contract and was anticipated to take a full five years to complete.
Although the authorizing purchase order has been closed out, it could be reauthorized under a new
purchase order and under the original terms of the contract.
Other contracts needed to complete the rail crossing project include an agreement with the Central
Oregon and Pacific Railroad (Rail America) to place the crossing panels and ultimately a construction
contract for the remaining portions of the project. Estimated costs are as follows:
Engineering - $26,000
CORP Costs - $154,000
Construction - $220,000
TOTAL $400,000
Because of the complexity of the rail crossing project and the need to work under the railroad's time
schedule in installing the crossing panels, it is not possible to combine the Laurel Street sidewaik
project with the Hersey / Laurel rail crossing improvement project even though both are funded from
the same source under the same grant.
Page 2 on
JI'..
r_~
CITY OF
ASHLAND
Fund Exchange Agreement .
Of all the grant programs, the fund exchange program provides the greatest degree of flexibility and
local control. The project is designed by the City (or its contractors) to City standards which can differ
from ODOT or federal (AASHTO) standards. The project is bid, administered and constructed by the
City (or its contractors). Fund exchange grants are a reimbursable-type grant under which the City's
expenses are,reimbursed through ODOT on a quarterly basis. Funds are immediately available and the
agreement specifies that the project be completed by May 31,2012.
Related City Policies:
By the authority granted in Oregon Revised Statute (ORS) 190.110; 366.572 and 366.576, the City and
State may enter into cooperative agreements for the performance and funding of work on certain types
of improvement projects with the allocation of costs to be mutually agreed upon.
Council Options:
. The Council may approve both the fund exchange agreement with ODOT and the personal
services contract with Thornton Engineering;
. The Council may reject both the fund exchange agreement with ODOT and the personal
services contract with Thornton Engineering;
. The Council may elect to approve the fund exchange agreement and/or the personal services
contract with amendments or changes.
Potential Motions:
. Move to approve both the fund exchange agreement with ODOT and the personal services
contract with Thornton Engineering;
. Move to reject both the fund exchange agreement with ODOT and the personal services
contract with Thornton Engineering;
. Move to approve the fund exchange with amendments or changes;
. Move to approve the personal services contract with amendments or changes.
Attachments:
Vicinity Map
Maps
Fund Exchange Agreement
Page3 of3
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Misc. Contracts & Agreements
No, 26612
2010 FUND EXCHANGE AGREEMENT
Laurel StreeVHersey Street Project
City of Ashland
THIS AGREEMENT is made and entered into by and between the STATE OF OREGON,
acting by and through its Department of Transportation, hereinafter referred to as "Slate";
and the City of Ashland, acting by and through its elected officials, hereinafter referred to
as "Agency," hereinafter individually referred to as the "Party" and collectively referred to
as the "Parties,"
RECITALS
1. By the authority granted in Oregon Revised Statute (ORS) 190.110, 366.572 arid
360376-;-State may enter into cooperative agreements with counties, cities and units
of local governments for the performance of work on certain types of improvement
projects with the allocation of costs on terms and conditions mutually agreeable to
the contracting parties, '
NOW THEREFORE, the premises being in general as stated in the foregoing Recitals, it
is agreed by and between the Parties hereto as follows:
TERMS OF AGREEMENT
1, Agency has submitted a completed and signed Part 1 of the Project Prospectus,
or a similar document agreed to by State, outlining the schedule and costs
associated with all phases of the Laurel StreeVHersey Street Project" hereinafter
referred to as "Project."
2. State has reviewed Agency's prospectus and considered Agency's request for the
Fund Exchange. State has determined that Agency's Project is eligible for the
exchange of funds,
3. To assist in funding the Project, Agency has requested State to exchange 2010
Surface Transportation Program (STP) Federal Funds, which have been allocated
to Agency, for state funds based on the following ratio:
,
$94 state for $100 federal
4. Based on this ratio, Agency wishes to trade $730,000 STP Federal Funds for
$686,200 in state funds.
Key No.
Agency/State
Agreement No. 26612
5. The term of this Agreement will begin upon execution and will terminate on May
31, 2012, unless extended by an executed amendment.
6, The Parties agree that the exchange is subject to the following conditions:
a. The federal funds transferred to State may be used by State at its
discretion.
b. State dollars transferred to Agency must be used for the Project. This
Fund Exchange will provide funding for specific roadway projects and
may also be used for the following maintenance purposes:
i. Purchase or Production of Aggregate. Agency shall ensure the
purchase or production of aggregate will be highway related and
used exclusively for highway work.
ii. Purchase of Equipment. Agency shill I clearly describe how it
plans to use said equipment on highways. Agency shall
demonstrate that the equipment will only be used for highway
purposes,
c. State funds may be used for all phases of the Project, including
preliminary engineering, right of way, utility relocations and
construction, Said use shall be consistent with the Oregon Constitution
and statutes (Section 3a of Article IX Oregon Constitution). Agency
shall be responsible to' account for expenditure of state funds.
d, This Fund Exchange shall be on a reimbursement basis, with state
funds.limited to a maximum amount of $686,200, All costs incurred in
excess of the Fund Exchange amount will be the sole responsibility of
Agency. .
e. State certifies, at the time this Agreement is executed, that sufficient
funds are available and authorized for expenditure to finance costs of
this Agreement within State's current appropriation or limitation of the
current biennial budget.
f, Agency (and any contractors) shall perform the work as an
independent contractor and will be exclusively responsible for all costs
and expenses related to its employment of individuals to perform the
work including, but not limited to, retirement contributions, workers
compensation, unemployment taxes, and state and federal income tax
withholdings.
2
Agency/State
Agreement No, 26612
g. Agency shall comply with all federal, state, and local laws, regulations,
executive orders and ordinances applicable to the work under this
Agreement, including, without limitation, the provisions of ORS
279C,505, 279C.515, 279C.520, 279C.530 and 279B.270
incorporated herein by reference and made a part hereof. Without
limiting the generality of the foregoing, Agency expressly agrees to
comply with (I) Title VI of Civil Riahts Act of 1964; (i1) Title V and
Section 504 of the Rehabilitation Act of 1973: (iii) the Americans with
Disabilities Act of 1990 and ORS 659A.142; (iv) all regulations and
administrative rules established pursuant to the foregoing laws; and (v)
all other applicable requirements of federal and state civil rights and
rehabilitation statutes, rules and regulations.
h, Agency, or its consultant, shall conduct the necessary preliminary
engineering and design work required to produce final plans,
specifications and cost estimates; purchase all necessary right of way
in accordance with current state and federal laws and regulations;
obtain all required permits; be responSible for all utility relocations;
advertise for bid proposals; award all contracts; perform all
construction engineering; and make all contractor payments required
to complete the Project.
i. Agency shall submit invoices to State on a quarterly basis, for actual
costs incurred by Agency on behalf, of the Project directly to State's
Project Manager for review and approval. Such invoices will be in a
form identifying the Project, the ,agreement number, the. invoice
number or account number or both, and will itemize all expenses for
which reimbursement is claimed, Under no conditions shall State's
obligations exceed $686,200, including all expenses. Travel expenses
will not be reimbursed.
j. Agency shall, at its own expense, maintain and operate the Project
upon completion at a minimum level that is consistent with normal
depreciation and service demand,
k. All employers, including Agency, that employ subject workers in the
State of Oregon shall comply with ORS 656.017 and provide the
required Workers' Compensation coverage unless such employers are
exempt under ORS 656.126. Agency shall ensure that each of its
subcontractors complies with these requirements,
I. This Agreement may be terminated by either party upon thirty (30)
days' notice, in writing and delivered by certified mail or in person.
3
Agency/State
Agreement No. 26612
1. State may terminate this Agreement effective upon delivery of
written notice to Agency, or at such later date as may be,
established by State, under any of the following conditions:
A. If Agency fails to provide services called for by this Agreement
within the time specified herein or any extension thereof.
B. If Agency fails to perform any of the other provisions of this
Agreement, or so fails to' pursue the work as to endanger
performance of this Agreement in, accordance with its terms,
and after receipt of written notice from State fails to correct such
failures within ten (10) days or such longer period as State may
authorize.
2. Either Party may terminate this Agreement effective upon delivery
of written notice to the other Party, or at such later date as may be
established by the terminating Party, under any of the following
conditions:
A. If either Party fails to receive funding, appropriations, limitations
or other expenditure authority sufficient to allow either Party, in
the exercise of their reasonable administrative discretion, to
continue to make payments for performance of this Agreement.
B. If federal or state laws, regulations or guidelines are modified or
interpreted in such a way that either the work under this
Agreement is prohibited or either Party is prohibited from paying
for such work from the planned funding source.
3. Any termination of this Agreement shall not prejudice any rights or
obligations accrued to the Parties prior to termination.
m. State and Agency hereto agree that if any term or provision of this
Agreement is declared by a court of competent jurisdiction to be
invalid, unenforceable, illegal or in conflict with any law, the validity of
the remaining terms and provisions shall not be, affected, and the
rights and obligations of the Parties shall be construed and enforced
as if the Agreement did not contain the particular term or provision
held to be invalid.
7. Agency acknowledges and agrees that State, the Oregon Secretary of
State's Office, the federal government, and their duly authorized
representatives shall have access to the books, documents, papers, and
4
Agency/State
Agreement No. 26612
records of Agency which are directly pertinent to this Agreement for the
purpose of making audit, examination, excerpts, and transcripts for a period
of six (6) years after final payment. Copies of applicable records shall be
made available upon request. Payment for costs of copies is reimbursable
by State.
8. Agency certifies and represents that the individual(s) signing this
Agreement has been authorized to enter into and execute this Agreement
on behalf of Agency, under the direction or approval of its governing body,
commission, board, officers, members or representatives, and to legally .
bind Agency.
9. This Agreement may be executed in several counterparts (facsimile or
otherwise) all of which when taken together shall constitute one agreement
binding on all Parties, notwithstanding that all Parties are not signatories to
the same counterpart. Each copy of this Agreement so executed shall
, constitute an original.
10. This Agreement and attached exhibits constitute the entire agreement
between the Parties on the subject matter hereof. There are no
understandings, agreements, or representations, oral or written, not
specified herein regarding this Agreement. No waiver, consent, modification
or change of terms of this Agreement shall bind either Party unless in
writing and signed by both Parties and all necessary approvals have been
obtained, Such waiver, consent, modification or change, if made, shall be
effective only in the specific instance and for the specific purpose given.
The failure of State to enforce any provision of this Agreement shall not
constitute a waiver by State of that or any other provision.
11. This Agreement may be executed in several counterparts (facsimile or
otherwise) all of which when together shall constitute one agreement
binding on all parties, notwithstanding that all parties are not signatories to
the same counterpart. Each copy of this Agreement so executed shall
constitute an original.
THE PARTIES, by execution of this Agreement, hereby acknowledge that each Party
has read this Agreement, understands it, and agrees to be bound by, its terms and
conditions.
The funding for this Fund Exchange program was approved by the Oregon
Transportation Commission on November 14, 2007, as a part of the 2008-2011
Statewide Transportation Improvement Program (STIP).
5
Agency/State
Agreement No. 26612
The Program and Funding Services Manager approved the Fund Exchange on April 15,
2010.
The Oregon Transportation Commission on December 29, 2008, approved Delegation
Order No.2, which authorizes the Director to approve and execute agreements for day-
to-day operations, Day-to-day operations include those activities required to implement
the biennial budget approved by the Legislature, including activities to execute a project
in the Statewide Transportation Improvement Program.
On September 15, 2006, the Director of the Oregon Department of Transportation
approved Subdelegation Order No, 2, Paragraph 1, in which authority is delegated to
the Deputy Director, Highways. to approve and sign agreements over $75,000 when the
work is related to a project included in the Statewide Transportation Improvement
Program or in other system plans approved by the Oregon Transportation Commission
,such as the Oregon Traffic Safety Performance Plan, or in a line item in the biennial
budget approved by the Director, The Director may also delegate to other
Administrators the authority to execute intergovernmental agreements over $75,000 for
specific programs such as transportation safety, growth management and public transit.
-SIGNA TURE PAGE TO FOLLOW---
6
Agency/State
Agreement No. 26612
City of Ashland, by and Ihrough its
elected officials .
By
Date
By
Date
By
Date
APPROVED AS TO LEGAL
SUFFICIENCY
By
Counsel
Date
Agency Contact:
Morgan Wayman, Project Manager
City of Ashland Public Works
51 Winburn Way, Ashland OR 97520
Office: 541-552-2414
waymanm@ashland_or,us
STATE OF OREGON, by and through
its Department of Transportation
By
Deputy Director, Highways
Date
APPROVAL RECOMMENDED
By
Technical Services Mgr./Chief Engineer
Date
By
Region Manager
Date
APPROVED AS TO LEGAL
SUFFICIENCY
By
Assistant Attorney General
Date:
7
CITY OF
ASHLAND
Council Communication
Meeting Date:
Department:
Secondary Dept.:
Approval:
Mt. Ashland Ski Area Expansion Draft Supplemental Environmental Impact
Statement (DSEIS) Review
May 4, 20 I 0 Primary Staff Contact:
Public Works E-Mail:
N/A Secondary Contact:
Martha Benne Estimated Time:
Michael R. Faught
faughtm@ashland.or.us
N/A
15 Minutes
Question:
Does the Council wish to direct staff to submit written comments on the Mt. Ashland Ski Area
Expansion Draft Supplemental Environmental Impact Statement?
Staff Recommendation:
Staff recommends that Council direct staff to submit written comments on the Mt. Ashland Ski Area
Expansion Draft Supplemental Environmental Impact Statement~ and Staff recommends the draft letter
for Council consideration.
Background:
The Record of Decision (ROD) for the Mount Ashland Ski Area (MASA) Expansion was issued in
September 2004. The Ninth Circuit Court of Appeals subsequently remanded the case to the district
court with instructions to enjoin the MAS A expansion project until the Forest Service corrected the
National Forest Management Act (NFMA) and the National Environmental Policy Act (NEPA)
violations found in Opinion CV-05-03004-PA. The NFMS was violated by failing to appropriately
designate Riparian Reserves and Restricted Watershed terrain.
The Forest Service prepared a Draft Supplemental Environmental Impact Statement (DSEIS) in
response to the violations and the 45 day comment period began March 26, 2010 and ends May 10,
2010.
At the April 19, 2010 Council Study Session, the Council heard a presentation from Ethan Rosenthal,
Ecologist from David Evans and Associates, Inc., a sub consultant of Carollo Engineers. Mr. Rosenthal
presented a review of Draft Supplemental EIS (DSEIS) in relation to Reeder Reservoir Sediment
TMDL for the Mt. Ashland Ski Area Expansion project. Mr. Rosenthal summarized his presentation
by recommending that the City submit written comments on the DSEIS that focused on the City's
overall concerns about water quality (i.e. Reeder Reservoir sediment TMDL) issues, the need for close
coordination during implementation, and seeking clarifications as to how the Ski Lodgemeets bonding
requirements set out in the 2004 Record of Decision (ROD).
The specific issues Mr. Rosenthal's recommends be included in a comment letter are as follows:
. Establish a coordination committee between Forest Service, City, and Mt. Ashland Association
to discuss the project on an on-going basis (e.g. monthly during pre- and post-construction
periods, and weekly during construction);
. City should have the opportunity to review and comment on project design plans (e.g. storm
water system design, erosion control plans, grading and clearing plans, etc.);
Page 1 of2
ri.'
CITY OF
ASHLAND
. City should have opportunity to visit project area during and post-construction;
. City and Forest Service should clarify the required bond from MASA. E.g. How will the
original required $200,000 bond amount be increased "proportionally" due to expansion? How
will original required bond amount be increased to meet current day or future projected costs?
The City should request that the bond be posted prior to Forest Service authorization of
expansion project.
Following the presentation, the Council directed staff to remove the following paragraph from the draft
Comment Letter from Evans and Associates: "Based on the City's DEIS we believe that the Forest
Service has addressed and rectified the issues addressed by the Court of Appeals noted above,
incorporating the new areas into their proper management units. The City understands that the analysis
work did not result in modifications to the proposed project described in the FEIS, as it was determined
that proposed actions still fell within the management restrictions of the various management units.
Generally speaking, between the FEIS, DSEIS, and supporting documentation, it appears that
considerable effort has gone into analyzing and documenting potential impacts to watershed resources
and outlining the methods with which to address them, particularly at a planning level of design."
In addition, the Council indicated that they would send any additional comments regarding the
comment letter prior to the May 4,2010 Council meeting. Councilor Navickas was the only councilor
to submit additional comments (see attached.) Some of Councilor Navickas' suggestions are included
in the recommended draft.
The Council also requested information on where staff might propose to install two additional
monitoring stations (see attached map) and a map identifying the locations of the soil types identified
in the DSIS (attached map). -
Council Options:
I. The City Council could decide to direct staff to send the draft DSEIS comment letter as
drafted to the Forest Service;
2. The City Council could decide to modify ( ) the draft DSEIS comment letter and
then direct staff to send the modified DSEIS letter to the Forest Service;
3. The City Council could decide not to send a comment letter on the DSEIS.
Potential Motions:
I. Move to direct staff to send the draft DSEIS comment letter as drafted to the Forest Service;
2. Move to modify L-) the draft DSEIS comment letter and direct staff to send the
modified comment letter to the Forest Service;
3. Move not to send a comment letter on the DSEIS.
Attachments:
Link to Draft SEIS: http://www.fs.fed.us/r6/rogue-siskivou/proiects/mtashlandski/dseis.pdf
Draft Comment Letter
Proposed Monitoring Sites Map
Revised Soil Landtypes Map
E-Mail from Eric Navickas
Page 2 of2
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May 4,2010
CITY OF
ASHLAND
Steve Johnson
Ashland Ranger Station
U.S. Forest Service
645 Washington Street
Ashland, OR 97520
RE: COMMENTS ON THE DRAFT SUPPLEMENTAL E
IMPACT STATEMENT, MT. ASHLAND SKI A
To Mr. Steve Johnson:
Thank you for the opportunity to comment on the Draft Supplemental'ronmental Impact
Statement (DSEIS) for the Mt. Ashland Ski Area (MAS A) Expansion Project. Glur comments
focus on how the MA'SA Expansion Project could potentially affect the City's watsr supply and
ability to comply with the Reeder Reservoir Sediment Total Maximum Daily Load (TMDL)
established in 2007.
The Court of Appeals found that the Fo ervice failed to properly evaluate the impact of the
proposed expansion on the Pacific Fishe'vio a 'bn 0 both the National Environmental Policy
Act (NEPA) and the National Forest Manag ~) and that it violated the NFMA
by failing to appropriately designate Riparl es and~tricted Watershed terrain. The
Forest Service prepared the DSEIS in respo these violations. With respect to the DSEIS,
the City is primarily concerned with Ripa Reserve and Restricted Watershed terrain
designations as these most relate to the City wate ply.
ems about the potential for the proposed MASA Expansion Project to
adverse~ . 's water supply at Reeder Reservoir, particularly the City's ability to
meet obligation o~he' sediment TMDL. As you are aware, the sediment TMDL is
partIcularly strict regardI~anv increases in sediment load to the system. The TMDL specifies a
loadi~ city "set to n'&l background or an erosion rate of 3.62 cubic yards per day total
for the wa shed. No signi IC t increased delivery of sediment to Reeder Reservoir over that
which woul r naturall llowed,"
In an effort to~rt i' L compliance and protection of the City's water supply, the City
requests that the Forest'Service continue close coordination with the City if the MASA
'"
Expansion Project proceeds from the planning phases to the more detailed engineering design,
construction, and post-construction monitoring phases. Additionally, the City recommends close
coordination between the Forest Service and the City regarding monitoring efforts associated
with the MASA Expansion Project and monitoring efforts associated with the Reeder Reservoir
Sediment TMDL.
In an effort to foster good communications pending implementation, the City recommends the
following actions:
. Establish a coordination committee consisting of the Forest Service, the Mt. Ashland
Engineering
20 East Main Street
Ashland, 0"'90n 97520
WWN.ashland,or.us
Tel: 541-488-5347
Fax: 541-488-6006
TTY: 600-735-2900
r.t. ,
Association (MAA), and the City to discuss project implementation on an on-going as
needed basis (e.g. monthly during pre- and post-construction periods, and weekly during
construction).
. The City would like to have the opportunity to review and comment on project design
plans, including but not limited to the following: storm water system design, grading,
clearing, and revegetation plans, erosion control plans and l200-C permit application,
and watershed restoration project plans within the Reeder Reservoir Watershed,
. The City would like to have the opportunity to visit project areas as desired during and
post-construction.
. The City is also seeking clarification of statements made in the 2004 ROD pertaining to
the need for the MAA to post bond money to cover the cost of ski area restoration in the
case of bankruptcy and subsequent decision to abandon the ski area. Specifically, the City
seeks clarification of the following: ~
o The ROD states that, "the bond or setS available amount under the SUP will
be proportionally adjusted to accWl for the increase in developed area...."
What is meant by proportionan ow is the ount determined?
o The ROD states that, ",..and tJi seque creased need for funding for
reclamation (above the current am nt U 200,000 based on April 1992
Decision Notice]) in the event of ski are~i:~sure." How is the increased amount
. determined (e.g. $200,000 factoring for In .' on, based on assessment of actual
current day costs, etc.)?
o What is the total new dollar amount required to
o When will be required to post the new II bond amount? The City
request ew full bond amount be posted prior to or at the time of the
Fores ice aut (zing the MASA expansion project.
ity has concerns abut the current status of the requisite
- " ... he recession that began in 2007 has affected the
struction PTo}'@s. The City requests that the Forest Service
onomic shifts affect the 2004 economic feasibility analysis of
original EIS.
In summary, the City is pleased t see the proper designation of riparian and watershed
mana:gement units per the DSEIS. However, the City continues to have concerns regarding
assurances that we will be involved through project implementation and that the City of Ashland
is protected from unnecessary liability resulting from the project. This City's interest is in
compliance with the Reeder Reservoir Sediment TMDL; if the project is approved, proper
implementation and close coordination will be critical.
Thank you again for the opportunity to provide comment. If you need further clarification, please
contact me at (541) 488-5587 or via email atfaughtm(@ashland.or.us.
Sincerely,
Michael R. Faught
Public Works Director
Engineering
20 East Main Street
Ashland, Oregon 97520
www.ashland.or.us
Tel: 541-488-5347
Fax: 541-488-6006
TTY: 600-735-2900
r.t. ,
Page 1 of3
Martha Bennett - Comments on MT. Ashland expansion
From:
To:
Date:
Subject:
Eric Navickas
Martha Bennett <bennettm@ash1and.or.us>
4/27/20104:49 PM
Comments on MT, Ashland expansion
Council,
,
This is the language [ would like to see in our comment letter to the Forest Service on the Mt. Ashland
SDEIS, I underlined sections I'd like to see removed, wrote those in red I'd like to see added, and
removed the paragraph we agreed to at the Study Session,
Basically, the additional changes included any statements that were similar in nature to the paragraph we
agreed to remove - statements making judgment toward the adequacy of the analysis or endorsementS of
the project. My concerns should be fairly clear after reading the suggested changes. I have tried to state
our concerns without making statements of bias in any direction or assumptions that the decision-maker
will proceed.
Additionally, I added a paragraph requesting further economic analysis in the Final SEIS, Under NEP A,
the agency (Forest Service) is required to submit an economic analysis which was done in 2004, Six
years later, after a major recession, it is difficult to believe this analysis is current. I believe this is a
reasonable request and prudent considering the circumstances.
Respectfully,
Eric Navickas
To Mr, Steve Johnson,
Thank you for the opportunity to comment on the Draft Supplemental Environmental Impact Statement
(DSEIS) for the Mt. Ashland Ski Area (MASA) Expansion Project. The City acknowledges and
appreciates the U.S. Forest Service's (Forest Service) detailed environmental assessment conducted for
the Mt. Ashland Ski Area Expansion Project to date. On behalf of the City of Ashland, [ am submitting
the following comments to be included in the public record. The comments focus on City concerns
about how the MASA Expansion Project could potentially affect the City's water supply and ability to
comply with the Reeder Reservoir Sediment Total Maximum Daily Load (TMDL), which was
established in 2007.
The Court of Appeals found that the Forest Service failed to properly evaluate the impact of the
proposed expansion on the Pacific fisher; in violation of both the National Environmental Policy Act
(NEPA) and the National Forest Management Act (NFMA) and that it violated the NFMA by failing to
appropriately designate Riparian Reserves and Restricted Watershed terrain. The Forest Service
prepared the DSEIS in response to these violations. With respect to the DSEIS, the City is primarily
concerned with Riparian Reserve and Restricted Watershed terrain designations, as these most relate to
the City water supply,
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Page 2 00
The City has concerns about the potential for the proposed MASA Expansion Project to adversely affect
the City's water supply at Reeder Reservoir, particularly the City's ability to meet' our obligations of the
sediment TMDL. The sediment TMDL is particularly strict regarding any increases in sediment load to
the system. The TMDL specifies a loading capacity "set to natural backgroWld or an erosion rate of 3.62
cubic yards per day total for the watershed. No significant increased delivery of sediment to Reeder
Reservoir over that which would occur naturally is allowed."
Although the City appreciates the thorough work conducted by the Forest Service to date. it is now
ultimately the quality of proiect implementation that will determine the expansion project's resulting
level of sedimentation. In an effort to support TMDL compliance and protection of the City's water
supply, the City requests that the Forest Service continue close coordination with the City as if the
MASA Expansion Project proceeds from the planning phases to the more detailed engineering design,
construction, and post-construction monitoring phases, Additionally, the City recommends close
coordination between the Forest Service and the City regarding monitoring efforts associated with the
MASA Expansion Project and monitoring efforts associated with the Reeder Reservoir Sediment
TMDL.
In an effort to foster good commWlications and successful proiect pending implementation, the City
recommends the following actions:
. Establish a coordination committee between the Forest Service, the Mt. Ashland Association
(MAA), and the City to discuss project implementation on an on-going basis as needed (e.g.
monthly during pre- and post-construction periods, and weekly during construction).
. The City would like to have the opportunity to review and comment on project design plans,
including but not limited to the following: storm water system design, grading, clearing, and
revegetation plans, erosion control plans and 1200-C permit application, and watershed
restoration project plans within the Reeder Reservoir Watershed.
. The City would like to have the opportunity to visit project areas during and post-construction.
In addition to the above items. The City is also seeking clarification of statements made in the 2004
ROD pertaining to the need for the MAA to post bond money to cover the cost of ski area restoration in
the case of bankruptcy and subsequent decision to abandon the ski area, Specifically, the City seeks
clarification of the following:
. The ROD states that, "the bond or assets available amount under the SUP will be
proportionally adjusted to accoWlt for the increase in developed area...." What is meant by
proportional? Or, how is the amount determined?
. The ROD states that, "..,and the subsequently increased need for funding for reclamation
(above the current amount [i,e, $200,000 based on April 1992 Decision Notice]) in the event of
ski area closure." How is the increased amoWlt determined (e,g, $200,000 factoring for inflation,
based on assessment of actual current day costs, etc.)? .
. What is the total new dollar amount required to be bonded?
. When will MAA be required to post the new full bond amount? The City requests that the new
full bond amoWlt be posted prior to or at the time of the Forest Service authorizing the MASA
expansion project.
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In addition to the above items, the City has concerns about the current status of the requisite economic
analysis included in the 2004 FEIS. The City requests an updated economic analysis to be inCluded in
the Final SEIS. It is evident that economic conditions have changed significantly since 2004. As a
stakeholder, we feel it is is imperative that the decision-maker move forward with full knowledge and
current analysis of the economic risks associated with the proposed project.
In summary. the proper designation of riparian and watershed management units per the DSEIS and the
proposed impact avoidance. minimization. monitoring strategies. and watershed restoration proiects ~
the FEIS should. in combination. allow for successful development of the Mt. Ashland Ski Area in an
environmentally sound manner that allows for compliance with the Reeder Reservoir Sediment TMDL.
However. proper implementation and close coordination will be critical.
In summary, we are pleased to see the proper designation of riparian and watershed management units
per the DSEIS. However, we continue to have concerns regarding assurances that the City will be
involved through project implemation and protected from unnecessary liability. Our interest is in
compliance with the Reeder Reservoir Sediment TMDL; if the decision-maker moves to proceed, proper
implementation and close coordination will be critical.
Thank you again for the opportunity to provide comment. If you need further clarification, please
contact me at (541) 488-5587 or via email atfaughtm@ashland.or.us.
Sincerely,
Mike Faught
Public Works Director
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CITY OF
ASHLAND
Council Communication
Ordinance Amendin~ AMC Chapter 14.06 relatin~ to Water Curtailment
Meeting Date: May 4, 2010 Primary Staff Contact: Michael R. Faught
Department: Public Works E-Mail: faughtm@ashland.or.us
Secondary Dept.: NI A Secondary Contact: Richard Appicello
Approval: Martha Benne Estimated Time: 15 minutes
Question:
Should the City Council conduct and approve the Second Reading of an ordinance titled, "An
Ordinance relating to Water Curtailment, Definitions, Exhibits, Determination of Water Shortage,
Water Curtailment Stages, Exemptions and Appeals, and Amending Sections 14.06,010 through
14.06.060"? .
Staff Recommendation:
Staffrecommends Council approve the Second Reading and adopt the Ordinance.
Background:
This item was originally scheduled for Second Reading for the April 20, 20 I 0 council meeting but was
automatically continued to May 4,2010 by operation of AMC 2.04.030.E.
At the April 6, 2010 City Council meeting, the Council approved First Reading with proposed changes.
The changes are incorporated into the attached Ordinance and identified by highlighting.
During the staff presentation, the City Council identified the following areas of concern regarding the
proposed Water Curtailment Ordinance:
1. The Water Allocation Table provides customers who have both residential and irrigation meters
an extra allotment of water than those customers with just a residential meter. As an example,
stage 1 of curtailment allots a customer with both residential (3,600 cf) and irrigation meters
(1,800 cf) equaling a total of 5,400 cf, as compared to a customer with a residential meter only
who is allocated 3,600 cf.
As staff reviewed the rationale for approving an additional irrigation meter for the existing 79
,customers who have both residential and irrigation meters, it was determined that most of the
approved irrigation meters were recommended by the conservation staff following an on-site
evaluation where staff agreed that the customers need (size oflotlpervious area) warranted the
additional water allocation during the effected stages of curtailment. Given that the cost to
install the additional irrigation meter is substantial and the need was evaluated by the
conservation staff, staff is recommending that the additional irrigation meter allocations for
those customers not change. This is consistent with the water conservation staffs
recommendation to evaluate water budgeting in the future.
Page 1 of4
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CITY OF
ASHLAND
However, if the Council decides to reduce the amount of water used by those customers with
both irrigation and residential meters, staff recommends adding the following language to the
bottom of the Allocation Table in AMC 14.06.015 Water Allocation Table:
* for those residential customers that have both irril!:ation and residential meters,
the total monthly water allotment shall not exceed the residential allocation for
each of the curtailment stal!:es.
2. The Water Curtailment Code includes a restriction on wasting water (AMC 14,06.010) and
concerns were expressed as to why a resident restricted to xxx cf per month could not make his
or her own decision as to how to use the allotted water at each stage of curtailment
The recommendation to remove "waste" restrictions from the water curtailment ordinance has
both positive and negative impacts. The positive side ofremoving the "waste" restriction is
that water customers would be able to manage their water allotment based on their own needs
and priorities.
The negative side of removing "waste" restrictions is as follows:
. It removes the option of the City Administrator to declare a prohibition of water waste
prior to implementing stage 1 of the curtailment ordinance.
. It could impact the City's water conservation efforts where staff promotes the "right
water for the right use," such as the most efficient irrigation use (not watering during
the hottest temperatures of the day, water runoff into street, sidewalk alley or adjacent
property, or washing vehicles without shutoff nozzle).
. The current restriction on both water allotment and "waste" has a positive track record
resulting in immediate reductions in water use, In addition, the City has never been
required to implement a stage 2 or higher curtailment. If customers are allowed to use
their full allotment, including currently prohibited waste activity, it is possible that the
City might have to move to higher curtailment stages,
If the Council decides to remove "waste" restrictions from the Water Curtailment Ordinance,
sections 14.06.010 Definitions, 14.06.020 Determination of water shortage, and 14.06.030
Water Curtailment stages, should be amended to remove all reference to waste. The specific
amendments are as follows:
J. "~Iaste" means:
1. To use City water to irrieate outside plants:
a. Between the hours of 10:00 a.m. and 8:00 p.m. May throu!:h July or between 10:00
a.m. and 7:00 P.m. Au!:ust thrilu!:h Oetober, except that drip irri!:ation systems
may be used durin!: these times.
b. in such a manner as to result in runoff an a street, sidewall" alley or adiacent
property far more than five minutes.
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CITY OF
ASHLAND
2. To use City water to wash sidewall.s, wall.wavs, streets, driYeways, parkin!: lots, open
!:round or other hard surfaced areas except where necessary for pub lie health or
safety.
3. To allow City water to eseape from breaks within a plumbin!: system for more than 24
hours after the person who owns or is in eontrol of the system is notified or diseo'/ers
the break.
4. To use City water to wash cars, boats, trailers, aireraft, or other vehicles b'l hose
without usin!: a shutoff nozzle except to wash such vehicles at commereial or fleet
vehicle wash in!: facilities usin!: water recyclin!: equipment.
S. To serve City water for drinldn!: at a restaurant. hotel, cafe, cafeteria or other public
place where feod is sold, serYed or offered for sale, to anv person unless expressly
requested lw such person.
6. To use City water to elean, fill or maintain decoratin fountains, lal.es or ponds unless
all sueh '^'ater is recirculated.
7. Except fer purposcs of buildinlt construetion, to use City water for eonstruction,
eompaction, dust control. cleanin!: or wettin!: or for buildin!: washdown (except in
preparation for paintinlt).
8. To use City water fer fillin!: swimmin!: pools or fer fillin!: to'I. plav or other pools with
a capacity in excess of 100 Itallons. provided, however, that water may he added to
swimmin!: pools to replace volume los due to evaporation.
14.06.020 U.)
prohibit waste as defined in section 14.060.010
14.06.020 (D)
terminate waste prohibitions or
14.06.030 Water Curtailment Sta!:es
Durinlt any sta!:e, no person shall waste City water.
3. Whether or not it is appropriate to use potable water for residential gardens or increase the
allocation by 25%.
If the City Council determines that they do not want to provide an additional 25% allotment for
customers, staff recommends removing the proposed language "6. For residential eardens
where water supply reductions will result in loss of food production crops, residential
water curtailment rates identified in the. Water Allocation Table can be increased UP to
25% after confirmation by the City that the account has instituted all applicable water
efficiency improvements." in AMC 14.06.060 Exemptions and Appeals
Related City Policies:
Ashland City Charter Article X, Ordinance Adoption Procedures
Page 3 of4
r.t. ,
Council Options:
1. Move to approve Second Reading and adopt the Ordinance.
2, Council can postpone Second Reading.
Potential Motions:
Staff: [Conduct Second Reading of the ordinance by title only.]
Council: Motion to approve Second Reading and adopt the Ordinance.
Attachments:
. Amended Ordinance
Page4of4
CITY OF
ASHLAND
r.t. ,
ORDINANCE NO.
AN ORDINANCE RELATING TO WATER CURTAILMENT, DEFINITIONS, EXHIBITS,
DETERMINATION OF WATER SHORTAGE, WATER CURTAILMENT STAGES,
EXEMPTIONS AND APPEALS, AND AMENDING SECTIONS 14.06.010 THROUGH
14.06.060
Annotated to show deletions and additions to the code sections being modified.
Deletions are bold"'" _L and additions are bold underlined,
WHEREAS, Article 2. Section 1 of the Ashland City Charter provides:
Powers of the City The City shall have all powers which the constitutions,
statutes, and common law of the United States and of this State expressly or
impliedly grant or allow municipalities, as fully as though this Charter specifically
enumerated each of those powers, as well as all powers not inconsistent with the
foregoing; and, in addition thereto, shall possess all powers h~reinafter
specifically granted. All the authority thereof shall have perpetual succession;
WHEREAS, the above referenced grant of power has been interpreted as affording all
legislative powers home rule constitutional provisions reserved to Oregon Cities, City of
Beaverton v. International Ass'n of Firefiqhters, Local 1660, Beaverton Shop. 20 Or.
App. 293, 531 P 2d 730, 734 (1975);
WHEREAS, the City desires to amend the water curtailment ordinance.
THE PEOPLE OF THE CITY OF ASHLAND DO ORDAIN AS FOLLOWS:
SECTION 1. Sections 14,06,010 [Definitions] through 14,06,060 [Exemptions and
Appeals] are hereby amended to read as follows:
14.06.010 Definitions.
The following words and phrases whenever used in this chapter shall be construed as .
defined in this section unless from the context a different meaningi~ intended.
A. "Billing period" means that period used by the City for the reading of water
meters consisting of approximately 30 calendar days,
B. "City water" means water sold or delivered by the City of Ashland and includes
Talent Irrigation District water delivered through the City's water system.
C. "cr' means cubic feet.
D, "Customer" means that person or persons designated in City records to receive
bills for water service,
E. "Multi-family dwelling" means a building containing two or more residential units,
F. "Outside plants" means grass, lawns, ground-cover, shrubbery, gardens, crops,
vegetation and trees not located within a fully enclosed building,
G. "Permanent resident" means a person who resides at the dwelling at least five
Page 1 of?
days a week, nine months a year.
H. "Temporary or Drop-In Guest" means a person who resides at the dwelling less
than 3 consecutive months per year,
I. "Water Allocation Table" means that table of meter types and sizes and
maximum volumes of water set forth in AMC 14.06.015. Exl'libit "/'." attashed'to
tl'lis Ordinanse.(See sestion 14.116.11111 Exl'libits for '..:ater table)
J, ''Waste'' means:
f To use City water to irrigate outside plants:
a. Between the hours of 10:00 a.m. and 8:00 p,m, May through July or
between 10:00 a.m, and 7:00 p,m. August through October, except that
drip irrigation systems may be used durif1g these times.
b. in such a manner as to result in runoff on a street, sidewalk, alley or
adjacent property for more than five minutes,
2, To use City water to wash sidewalks, walkways, streets, driveways, parking
lots, open ground or other hard surfaced areas except where necessary for
public health'or safety.
3. To allow City water to escape from breaks within a plumbing system for more
than 24 hours after the person who owns or is in control of the system is
notified or discovers the break.
4. To use City water to wash cars, boats, trailers, aircraft, or other vehicles by
hose without using a shutoff nozzle except to wash such vehicles at
commercial or fleet vehicle washing facilities using water recycling equipment.
5, To serve City water for drinking at a restaurant, hotel, cafe, cafeteria or other
public place where food is sold, served or offered for sale, to any person
unless expressly requested by such person,
6. To use City water to clean, fill or maintain decorative fountains, lakes or
ponds unless all such water is re-circulated.
7. Except for purposes of building construction, to use City water for
construction, compaction, dust control, cleaning or wetting or for building
washdown (except in preparation for painting),
8, To use City water for filling swlmming pools or for filling toy, play or other
pools with a capacity in excess of 100 gallons, provided, however, that water
may be added to swimming pools to replace volume loss due to evaporation.
. K. "HOA" means Home Owners Association
14.06.015 14.116.11111A Water Allocation Table Exhibits.
The Water AlleGation Table set forth below is substituted for the Water AlloGation
Table adopted as Exhibit ^ ami defined in seGtilm 14.116.11111.1.
WATER ALLOCATION TABLE (IN CUBIC FEET)
CATEGORY METER METER STAGE 1 STAGE 2 STAGE 3 STAGE 4
TYPE SIZE
Res Irria A 0.75 1800 600 100 0
Res Irriq 8 1.00 1800 600 100 0
Res Irriq C 1,50 1800 600 100 0
Page 2 of 7
Res Irrkl I) 2,00 1800 600 100 0
Com Irria A 0.75 3200 1100 100 0
Com Irrlo B 1.00 6100 2100 200 0
Com Irria C 1,50 10400 3700 400 0
Com Irria I) 2.00 . 15200 5300 500 0
Com Irrio Ii 3.00 30400 10600 , 1100 0
Gov Irria A 0.75 3200 1100 100 0
Gov Irrio B 1,00 6100 2100 200 0
Gov Irria C 1,50 10400 3700 400 0
Gov Irria I) 2,00 15200 5300 500 0
Gov Irria Ii 3.00 30400 10600 1100 0
Gov Irrio F- 4,00 48100 16800 1700 0
TID Irria F- 4,00 48100 16800 1700 0
Comm=1 A 0,75 6400 4800 3200 1600
,
CATEGORY METER METER STAGE 1 STAGE 2 STAGE 3 STAGE 4
TYPE SIZE
Comm=1 B 1,00 12200 9200 6100 3100
Comm=1 C 1.50 20900 15600 10400 5200
Comm=1 I) 2,00 30400 22800 15200 7600
Comm=1 Ii 3.00 60800 45600 30400 15200
Comm=1 F- 4,00 96200 72200 48100 24100
Comm=1 G 6,00 186400 139800 93200 . 46600
Comm=1 H 8.00 304400 228300 152200 76100
Condo/Multi AU All 2700 2000 1300 700
Familv-
.
Resid=1 A 0,75 3600 2500 1800 900
Resid=1 B 1.00 3600 2500 1800 900
Resid=1 C 1.50 3600 2500 1800 900
14.06.020 Determination of water shortage.
A. The City Administrator is authorized to prohibit waste as defined in section
14,060.010 or implement water curtailment stages upon determination that a water
shortage emergency conditions exists, Such determination shall be based on an
analysis of the demand for water in the City, the volume of water in Reeder
Reservoir, the standard drawdown curve for Reeder Reservoir, the projected
curtailment date for Talent Irrigation District water and flows in the east and west
Page 3 of 7
forks of Ashland Creek. The determination of the City Administrator under this
section shall be effective until the next council meeting following such determination
at which time the council shall either ratify or invalidate the determination,
8, The City Administrator is authorized to terminate waste prohibitions or water
curtailment stages upon determination that a water shortage emergency condition no
longer exists. Such determination shall be based upon factors listed in section
14.06,020 and the billinQ cycle. The termination shall be effective until the next
council meeting following the determination of the City Administrator at which time the
council shall either ratify or invalidate the determination.
14.06.030 Water curtailment stages.
Depending on the severity of the potential water shortage, the City Administrator may
implement the following water curtailment stages. During any stage, no person shall
waste City water.
Stage1, The following restrictions are effective during water curtailment Stage 1:
1. No customer shall receive through the water meter assigned to such customer
more than the maximum volume of water for such meter indicated for Stage 1 in
the Water Allocation Table. '
2. Government agencies and HOA's, including but not limited to parks, schools.
colleges and municipalities may have separate account allotments combined into
one "agency" allotment and are exempt from Stage 1 restrictions if their water
consumption is otherwise reduced by 20% from the volume of water delivered in
the same billing period for the first previous non-water curtailment year.
Stage2.Thefollowing restrictions are effective during water curtailment Stage 2:
1. No customer shall receive through the water meter assigned to such customer
more than the maximum volume of water for such meter indicated for Stage 2 in
the Water Allocation Table.
2, Government agencies and HOA's, including but not limited to parks, schools,
colleges and municipalities may have separate account allotments combined into
one "agency" allotment and are exempt from Stage 2 restrictions if their water
consumption is otherwise reduced by 30% from the volume of water determined
under Stage 1,
Stage3,The following restrictions are effective during water curtailment Stage 3:
1, No customer shall receive through the water meter assigned to such customer
more than the maximum volume of water for such meter indicated for Stage 3 in
the Water Allocation Table,
2. Government agencies and HOA's, including but not limited to parks, schools,
colleges and municipalities may have separate account allotments combined into
one "agency" allotment and are exempt from 3 restrictions if their water
consumption is otherwise reduced by 40% from the volume of water determined
under Stage 2,
Page 4 of 7
Stage4,The following restrictions are effective during water curtailment Stage 4:
1. No customer shall receive through the water meter assigned to such customer
more than the maximum volume of water for such meter indicated for Stage 4 in
the Water Allocation Table.
2, Government agencies and HOA's, including but not limited to parks, schools,
colleges and municipalities may have separate account allotments combined into
one "agency" allotment and are exempt from Stage 4 restrictions if their water
consumption is otherwise reduced by 50% from the volume of water determined
under Stage 3,
3, No City water shall be used to irrigate outside plants, except for trees, shrubs
and food plants. If the customer has an irrigation meter, the irrigation meter shall
not be used. The watering of trees, shrubs and food plants shall be through the
non-irrigation meter and the total allocation shall not exceed the amount allowed
for the non-irrigation meter.
14.06.060 Exemptions and Appeals.
A. Any person who wishes to be exempted from a restriction imposed by any water
curtailment stage shall request an exemption in writing on forms provided by the City
and file the request for exemption in writing with the Utility Billing Office,
B, Requests will be reviewed after a water audit is conducted by the City and a
determination made by the utility billing aGGount representative Conservation
Analvst as to the validity of the request for an exemption. No exemptions will be
considered until the City has conducted a water audit.
C. Exemptions may be granted for the following:
1. Any person with substantial medical requirements as prescribed in writing by a
physician, Examples would be hydrotherapy pools or life support systems,
2. Residential connections with more than four permanent residents in a single
family residence or three permanent residents per unit in a multi-family dwelling
can receive up to 350 cf per month per additional permanent resident. A census
may be conducted to determine the actual number of permanent residents per
living unit. Temporary or drop-in guests will not be considered for additional
allocations.
3, For commercial or industrial accounts where water supply reductions will result in
unemployment or decrease production, after confirmation by the City that the
account has instituted all applicable water efficiency improvements.
4, For any other reason upon showing of good cause and where necessary for
public health or safety,
5, For commercial accounts where water meter is undersized (as determined under
the Uniform Plumbing Code) for the current occupancy, the allocation for such
accounts may be increased up to the allocation for the water meter size
designated for such occupancy in the Uniform Plumbing Code.
6. For residential Qardens where water supplv reductions will result in loss of
food production crops, residential water curtailment rates identified in the
Water Allocation Table can be increased up to 25% after confirmation bv
Page 5 of 7
the City that the account has instituted all applicable water efficiency
improvements.
D, Exemptions will not be allowed for steam cleaning or similar uses of water, The
amount allocated for any given customer will include such uses and no additional
allocation will be allowed.
E, The utility billing account representati\<e Conservation Analyst shall report to
the Director of Public Works the findings and conclusions resulting from the review,
The Director shall approve or deny the request for exemptions and may impose
conditions, Such conditions may include the amount volume restrictions may be
exceeded and that all applicable plumbing fixtures or irrigation systems be replaced
or modified for maximum water conservation, If the Director and the applicant are
unable to reach accord on the exemption, or if the applicant is dissatisfied with the
decision, the applicant may appeal to the City Administrator in writing who will make
the final determination.
F, Except for an exemption granted under section 14,06.060,C,1, C.2 and C.5, the
water consumption surcharge specified in section 14.06.080 shall apply to all
exemptions,
SECTION 2. Section 14.06.090 [Penalties and enforcement] is hereby amended to read
as follows:
14.06.090 Penalties and enforcement.
The penalties for violations of this chapter shall be cumulative in that they may be in
addition to, not in lieu of, other penalties, remedies or surcharges established by this
chapter.
A, A person shall not violate or procure, aid or abet in the violation of any provision
of this chapter. A violation of any provision of this chapter is a Class B violation
an infraction and shall be punished as set forth in section 1.08.020 of the
Municipal Code.
B, If a customer exceeds the maximum volume for more than one billing period, the
City may install a flow restricting device at the service meter which reduces water
flow and pressure. For services up to one and one-half inch size the City may
install a flow restricting device of two gallon-per-minute capacity, and for larger
services, comparatively sized restricting devices for larger services, for a period
of seven days, Before normal service will be restored, a flow restrictor
installation and removal charge of $100 shall be paid by the person who
subscribes for the water service.
C, Service may be terminated to any customer who knowingly and willfully violates
any provision of this chapter,
Page 6 of 7
SECTION 3. Severability. The sections, subsections, paragraphs and clauses of this
ordinance are severable, The invalidity of one section, subsection, paragraph, or clause
shall not affect the validity of the remaining sections, subsections, paragraphs and
clauses.
SECTION 4. SavinQs, Notwithstanding this amendmenUrepeal, the City ordinances in
existence at the time any criminal or civil enforcement actions were commenced, shall
remain valid and in full force and effect for purposes of all cases filed or commenced
during the times said ordinance(s) or portions thereof were operative, This section
simply clarifies the existing situation that nothing in this Ordinance affects the validity of
prosecutions commenced and continued under the laws in effect at the time the matters
were originally filed,
SECTION 5. Codification, Provisions of this Ordinance shall be incorporated in the City
Code and the word "ordinance" may be changed to "code", "article", "section", "chapter"
or another word, and the sections of this Ordinance may be renumbered; or re-Iettered,
provided however that any Whereas clauses and boilerplate provisions (i.e. Sections 3-
4) need not be codified and the City Recorder is authorized to correct any cross-
references and any typographical errors.
The foregoing ordinance was first read by title only in accordance with Article X,
Section 2(C) of the City Charter on the day of ,2010,
and duly PASSED and ADOPTED this day of ,2010,
Barbara M, Christensen, City Recorder
SIGNED and APPROVED this _ day of
,2010.
John Stromberg, Mayor
Reviewed as to form:
Richard Appicello, City Attorney
Page 7 of 7
CITY OF
ASHLAND
Council Communication
Ordinance Revising the Public Contracting Code and Personal Services Code
Meeting Date: May 4, 2010 Primary Staff Contact: Megan Thornton
Department: City Attorney's Office E-Mail: .thorntm@ashland.or.us
Secondary Dept.: Public Works/Fin e Secondary Contact: FaughtlTuneberg
Approval: Martha Benne Estimated Time': 15 minutes
Question:
Should'the City Council approve the First Reading of an ordinance titled, "An Ordinance Relating to
Public Contracting and Personal Service Contracts and Repealing Chapters 2.50 and 2.52"?
Staff Recommendation:
Staff recommends Council approve the First Reading by title only and set the matter for Second
Reading on May 18,2010.
Background:
The basic purpose of the public contracting and personal services revisions is to simplify the
procurement process by relying on the comprehensive set of statutes and regulations adopted by State
law. The proposed ordinance uses essentially the same process as State law for the procurement of
goods, services, public improvements, and personal services. The amendment ensures that there are no
conflicts between the City's public contracting code, personal services code, and the state's
regulations, which makes it easier for staff to ensure compliance with applicable laws and regulations.
I. Some of the changes that are being proposed that aim at simplifying the code and following state
law are listed below,
A. Adopts the Oregon Public Contracting Code and the Attorney General's Model Rules for
public contracting and states that those rules apply when the local rules do not address a
particular situation.
>- BENEFIT: Much of the City's current public contracting code is a restatement of state
law. By adopting the state public contracting code instead of restating select portions of
state law it is clear that the City's intention is to follow all state procedures. This
reduces the City's public contracting code and personal services code from
approximately 30 pages to 9 pages.
B. Eliminate 2.50.075 [Sole Source], 2.50.080 [Emergency Contracts], 2.50.085 [Special
Procurements], 2.50.090 [Procedure for Requests of Proposals for Goods and Services and
Public Improvements], 2.50.095 [Prequalification], 2.50.100 [Protests of Procurement Process],
2.50.105 [Correction and Withdrawal of Bids], 2.50.115 [Transfer, Sale or Disposal of Personal
Property], 2.50.126 [Exhibit A], and 2,50,127 [Exhibit B].
>- BENEFITS
. Eliminates redWldancy between city code and the state public contracting code.
The city is required to comply with state law and eliminating these duplicative.
code sections eliminates the possibility of contradictions between local and state
law,
Page I of4
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CITY OF
'ASHLAND
. Eliminates the contract provisions in Exhibit A from the city code, which allows
the city attorney's office the ability to change the contract when necessary to
comply with changes in state regulations and case law.
. Replaces Exhibit B with a new AMC Chapter 2.54 for the Disposal of Surplus
and Abandoned Property.
)> DECISIONS FOR THE COUNCIL. Adoption of the Model Rules includes
authorized informal processes for buying goods and services- that is, the state law
exemptions to formal competitive bidding and solicitation, The COWlcil can further
limit by Ordinance such informal processes and require formal competitive bidding and
solicitation at a lower level.
. Small Procurements: ORS 279B.065 states that a procurement for goods or
services not exceeding $5,000 may be awarded in any manner that is practical.
.:. Does the COWlcil wish to adopt the state small procurement amount of
$5,000?
o In a March study session the Council agreed to use the small
procurement process for goods and services up to $5,000,
. Intermediate Procurements: ORS 279B.070 states that a procurement for more
than $5,000 but less than $150,000 generally requires the contracting agency to
receive three quotes or competitive proposals. OAR 137-049-0160 states that
intermediate procurement limit for public improvement contracts is $100,000.
.:. Does the Council wish to adopt the state intermediate procurement
amount of$150,000? '
o In a March study session the Council agreed to use the
intermediate procurement process for goods and services up to
$100,000.
.:. Does the Council wish to adopt the state intermediate procurement
amount for public improvement contracts of $1 OO,OOO?
o 'In a March study session the Council agreed to use the
intermediate procurement process for public improvements up to
$100,000.
C. Repeal of AMC 2.52 [Personal Services Contracts] and adoption of the state procurement
procedures for personal services contracts.
)> BENEFITS
. With a few exceptions, the City would use the same procedures to award a
personal services contract that it would use to award a goods and services
contract or public improvement contract, which will simplify procurement
procedures for staff.
. The average cost to the City of preparing an RFP for a contract is $7,000;
utilizing the small and intermediate procurement procedures will reduce the
. costs of preparing these RFPs.
)> DECISIONS FOR THE COUNCIL
. OAR 137-48-0200 allows direct appointment of personal services contracts for
architectural, engineering, and surveying contracts.
.:. Does the Council wish to adopt the state personal services exemption of
$50,000?
o In a March study session the Council agreed to allow direct
appointment of certain types of personal services up to $75,000.
Page 2 of 4
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CITY OF
ASHLAND
Direct appointment for all other types of personal services is
capped at $35,000.
II. The following changes are being proposed to promote competition and fairness by providing
additional safeguards to the procurement process.
A. AMC 2.50.020 establishes that the purpose of this chapter is to utilize procurement practices
that promote open competition and efficient use of public resources, and AMC 2.50.100 states
that even if a contract is exempt from the formal procurement process the Local Contract
Review Board, Public Contracting Officer, or City Attorney may require a formal procurement
process to ensure fairness.
>- BENEFIT: This establishes a broad exemption allowing the formal procurement
process to be implemented whenever it would further, the purposes of the public
contracting code.
B. In addition to the state regulations for competitive sealed bids, AMC 2.50.080 requires the
Finance Director to verify that funds are available and requires the City Attorney to approve the
contract and review all formal competitive solicitations.
>- BENEFIT: The safeguards ensure that the requirements for competitive bids and
proposals and the associated contracts meet statutory requirements before the bid.or
proposal is advertised.
C. In addition to the state regulations for exempt procurements, AMC 2.50.100 requires the Public
Contracting Officer to write findings documenting the exemption, get authorization from the
Finance Director that there is adequate funding, and get approval from the City Attorney that
the contract is in appropriate form.
>- BENEFIT: The safeguards ensure that exemptions from the RFP process are
appropriate and that there are funds for the proj ect.
III. The following changes are aimed at making the process more efficient.
A. AMC 2.50.040 updates the definitions and defines "Public Contracting Officer" as the City
Administrator or his/her designee.
B. AMC 2.50.060 states that the Local Contract Review Board (City Council) is given all of the
duties and authority of a contracting agency under state law with the power to delegate its
powers.
C. AMC 2.50.070 gives the Public Contracting Officer authority to purchase and enter into
contracts for things that have been appropriated funds by the City Council up to $150,000 and
to perform any act that may be delegated by the Local Contract Review Board according to
Oregon law.
>- BENEFIT: The C.ity can take full advantage of exemptions to competitive bidding as
provided by state law through the delegation to the Public Contracting Officer, while
maintaining the ability to review formal solicitations and any exempt procurements at
its discretion.
IV. The public contracting chapter needs to be updated to incorporate new provisions of state law.
A. A provision was drafted to respond to House Bill 2867, which requires cost comparisons for
service contracts over $250,000.
~ BENEFIT: The additional provision sets the profit margin at 10% for all cost
comparison calculations to make it easier for staff to comply with the new requirements.
Pagc3 of 4
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Related City Policies:
City Charter Article 10, Ordinance adoption provisions
Council Options:
1) Move to approve the First Reading and set the matter for a Second Reading.
2) Postpone consideration of the proposed ordinance,
Potential Motions:
Staff: [Conduct First Reading of the ordinance by title only.]
Council: Motion to approve First Reading and set the matter for Second Reading.
Attachments:
. Proposed ordinance
Page4of4
~~,
ORDINANCE NO.
AN ORDINANCE RELATING TO PUBLIC CONTRACTING AND PERSONAL
SERVICE CONTRACTS, AND REPEALING CHAPTERS 2.50 AND 2.52
Annotated to show deletions and additions to the code sections being modified.
Deletions are bold "---' .. .. and additions are bold underlined.
WHEREAS, Article 2, Section 1 of the Ashland City Charter provides:
Powers of the Citv The City shall have all powers which the constitutions,
statutes, and common law of the United States and of this State expressly or
impliedly grant or allow municipalities, as fully as though this Charter specifically
enumerated each of those powers, as well as all powers not inconsistent with the
foregoing; and, in addition thereto, shall possess all powers hereinafter
specifically granted. All the authority thereof shall have perpetual succession.
WHEREAS, the above referenced grant of power has been interpreted as affording all
legislative powers home rule constitutional provisions reserved to Oregon Cities, Citv of
Beaverton v. International Ass'n of Firefiqhters. Local 1660, Beaverton Shop. 20 Or.
App, 293, 531 P 2d 730, 734 (1975); and
THE PEOPLE OF THE CITY OF ASHLAND DO ORDAIN AS FOLLOWS:
SECTION 1. Sections 2,50,010 [Short Title] through 2.50.140 [Protests of Procurement
Process & Solicitation Award] are hereby added to the Ashland Municipal Code read as
follows:
2.50.010 Short Title.
The provisions of this chapter and all rules adopted hereunder may be cited as the
Ashland Public Contracting Code,
2.50.020 Purpose.
The purpose of the Ashland Public Contracting Code is to utilize public contracting
practices and methods that maximize the efficient use of public resources and the
purchasing power of public funds by: .
A. Promoting open and impartial competition;
B. Using solicitation materials that are complete and contain a clear statement of
contract specifications and requirements;
C. Taking full advantage of evolving procurement methods that suit the
contracting needs of the City; and
D, Providing direction to city staff regarding purchasing practices and purchasing
authority that results in a systematic and uniform administration of public
contracts.
Ordinance No.
Page 1 of9
2.50.030 Adoption of State Law.
Except as specifically provided herein, or by subsequent ordinance or resolution, the
Model Rules, Oregon Administrative Rules (OAR) Chapter 137, Divisions 46, 47, and
49, adopted by the Attorney General under ORS Chapters 279A, 279B, and 279C, as
they now exist, are hereby adopted as the City of Ashland's Public Contracting Code. A
copy of the Oregon Public Contracting Code and Model Rules shall be maintained in the
City Recorders Office. Words and phrases used in these rules that are defined in
Oregon Revised Statutes (ORS) Chapters 279A, 279B, 279C, and in the Model Rules
shall have the same meaning as in those statutes and rules, except as may be provided
for herein. In the event that the rules adopted by the local contract review board do not
address a particular situation, the Model Rules apply.
2.50.040 Definitions.
Words and phrases that are used and defined in the Model Rules and the Oregon
Public Contracting Code shall have the same meaning as in those statutes and rules,
except for the following:
A. "City Attorney" shall mean the Ashland City Attorney or hislher designee as
specified by written order.
B. "Department" shall mean City of Ashland instead of Oregon Department of
Administrative Services,
C. "Director" shall mean Public Contracting Officer as defined in this section instead
of the Director of Administrative Services.
D. "Firidings" are the statements of fact that provide justification for a determination.
Findings may include, but are not limited to, information regarding operation,
budget and financial data; public benefits; cost savings; competition in public
contracts; quality arid aesthetic considerations; value engineering; specialized
expertise needed; public safety; market conditions; technical complexity;
availability; performance and funding sources,
E. "Finance Director" shall mean the Ashland Finance Director or hislher designee
as specified by written order.
F. "Local Contract Review Board" shall mean the Ashland City Council.
G. "Public Contracting Officer" means the City Administrator or his/her designee as
specified by written order.
H. "Model Rules" means the public contracting rules adopted by the Attorney
General under ORS 279A.065 and adopted by AMC 2.50,030.
I. "Oregon Public Contracting Code" means ORS Chapters 279A, 279B and 279C.
J. "Personal services contract" means a contract with an independent contractor
predominantly for services that require special training or certification, skill,
technical, creative, professional or communication skills or talents, unique and
specialized knowledge, or the exercise of judgment skills, and for which the
quality of the service depends on attributes that are unique to the service
provider. Such services include, but are not limited to, the services of architects,
engineers, land surveyors, attorneys, auditors and other licensed professionals,
artists, designers, computer programmers, performers, consultants and property
managers, The Public Contracting Officer shall have discretion to determine
Ordinance No.
Page 2 of9
whether additional types of services not specifically mentioned in this paragraph
fit within the definition of personal services.
2.50.050 Applicability.
The Ashland Public Contracting Code shall apply to procurements by all City
departments and divisions, including Ashland Parks and Recreation,
2.50.060 Local Contract Review Board Authority.
The Local Contract Review Board shall have all the duties and authority of a contracting
agency that are granted under state and local law. The Local Contract Review Board
may delegate its powers and responsibilities by ordinance, resolution, or board order
consistent with the Model Rules and the Oregon Public Contracting Code.
2.50.070 Public Contracting Officer Authority.
A. Except as otherwise provided by this code, the Public Contracting Officer shall
have authority to:
1. Purchase and contract for all materials, supplies, equipment, services and
public improvements for which funds have been appropriated by the City
Council and the contract price does not exceed $100,000;
2, Contract for all personal services as long as the contract price does not
exceed $75,000; and
3. Sell or dispose of all personal property of the city in accordance with AMC
2,54.
Contracts approved under this section require no further approvals by the
Local Contract Review Board. .
B. Except when this Chapter, or the Oregon Public Contracting Code and Model
Rules, specifically requires the Local Contract Review Board to take action or
exercise its discretion and delegation is not allowed, any act required or
permitted to be performed by an "agency," "head of a contracting agency," /
"local contract review board" or the "director" under the Model Rules or
Oregon Public Contracting Code shall be performed by the Public Contracting
Officer.
C. The Public Contracting Officer may develop such forms that are convenient to
the administration of the City's contracts and may promulgate procedures
reasonably necessary to accomplish the purposes of this Chapter, the Model
Rules, and the Oregon Public Contracting Code. The City Attorney may
promulgate standard forms for use by the Public Contracting Officer.
2.50.080 Formal Processes - Competitive Sealed Bidding and Proposals.
Except as otherwise expressly provided herein, in addition to the requirements of the
Model Rules and the Oregon Public Contracting Code:
A. The Finance Director must sign off that there are appropriate funds for the project
before the project is put out for bids.
B. The City Attorney must determine that the contract is appropriate as to form
before the project is put out for bids.
Ordinance No.
Page 3 of9
C. The Local Contract Review Board shall authorize solicitations of competitive
sealed bids and competitive sealed proposals,
D. The City Attorney shall review all formal competitive solicitations or formal
competitive bids to ensure that the appropriate process is being followed.
E, Electronic Solicitation. Competitive sealed bids and competitive sealed
proposals may be available online, but applicants will NOT be able to submit their
proposals and/or responses online. Bids and proposals must be delivered in
hard copy form to the City in accordance with the requirements for the
competitive solicitation. Individuals that obtain the solicitation materials
electronically are responsible for regularly checking for instructions, addenda,
and related materials,
.
2.50.090 Exemptions from Formal Competitive Selection Procedures
All Public Contracts shall be based upon Competitive Sealed Bidding (Invitation to Bid)
or Competitive Sealed Proposals (Request for Proposal) pursuant to ORS 279A - 279C
and the Model Rules except for the following:
A. Contracts listed in ORS 279A.025(2).
B. Purchases through federal programs as set forth in ORS 279A.180,
C. Public Improvement Contracts that qualify for exemption as set forth in
279C.335.
D. Small Procurements - a public contract not exceeding $5,000.
1. Small Procurements shall be awarded in accordance with ORS
279B.065, OAR 137-047-0800, OAR 137-047-0265 and all other
applicable provisions of law.
E. Intermediate Procurements - a public contract for goods and services greater
than $5,000 and less than $100,000.
1. Intermediate Procurements shall be awarded in accordance with ORS
2798.070, OAR 137-047-0800, OAR 137-047-0270 and other
applicable provisions of law.
F, Sole Source Procurements - a public contract in which the Department Head
find.s in writing that there is only one' provider of a product or service of the
quality and type required available,
1, Sole-source procurements shall be awarded in accordance with ORS
279B;075 and all other applicable provisions of law.
G, Special Procurements - a public contract for a class special procurement, a
contract specific procurement or both, based upon a contracting procedure
that differs from procedures described in ORS 279B,055, 2798.060,
279B.065, 2798.070. The contracting approach may be custom designed to
meet the procurement needs.
1. Special procurements shall be awarded in accordance with ORS
279B,085 and all other applicable provisions of law.
H. Emergency Procurements - a public contract that is necessary because an
emergency exists meaning there are circumstances creating a substantial risk
of loss, damage, interruption of services or threat to public health, safety,
welfare, or property that could not have been reasonably foreseen and
requires prompt execution of a public contract to remedy the condition.
Ordinance No.
Page 4 of9
. 1. Emergency procurements shall be awarded in accordance with ORS
279B,080 and all other applicable provisions of law.
I. The following classes of contracts are hereby specifically exempted from the
Oregon Public Contracting Code and Model Rules pursuant to ORS
279A.025(t):
1. Contracts for the purchase of materials where competitive bids for the
same materials have been obtained by other public agencies or the
federal government whose processes for bid and award are
substantially equivalent to those set forth herein, and the contract is to
be awarded to the party to whom the original contract was awarded so
long as the price of the materials is the same or lower than that in the
original contract.
2, Contracts for licenses and maintenance of computer hardware,
computer software, and telecommunications products (including cable,
video and television products).
3. Purchase of items or services of an artistic nature, including, but not
limited to public art,
4. Contracts for removal, cleanup or transport of hazardous materials. As
used in this Subsection, "hazardous materials" include any material or
substance which may pose a present or future threat to human health
or the environment, including Hazardous Waste as that term is used in
the Resources Conservation and Recovery Act (42 USC 6901 et seq,).
5. Contracts for purchase of used motor vehicles, defined as any motor
vehicle that is at least one year old.
6, Contracts for the purchase of used heavy construction equipment.
7. Contracts for the purchase of copyrighted materials where there is only
one supplier available within a reasonable purchase area for such
goods,
8. Contracts for the purchase of advertising, including legal advertising
intended for the purpose of giving public notice. .
9. Contracts for the purchase or sale of all utilities including, but not
limited to, electric power, gas, water, sewage, internet, cemetery lots,
cable and telecommunication services, and the sale of
telecommunication materials or products or other services, materials or
products traditionally provided by the City,
10, 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.
2.50.095 Additional Requirements for Exemptions Pursuant to 2.20.090(1)
Any contract exempted under 2.20,090(1) shall additionally satisfy these criteria:
A. The performance bond requirements of ORS 279C.375 and 279C.380, unless
an emergency exemption exists in accordance with the Oregon Public
Contracting Code and Model Rules.
B, The construction and landscape contractor registration and requirements of
ORS Chapter 671.630 et seq. and Chapter 701;
C. Any other law applicable to such a contract; and,
Ordinance No.
Page 5 of9
D. To the extent that BOll applies, the City and the contractor shall comply with
the prevailing wage provisions of ORS 279C.800 - 279C.870.
2.50.100 Informal Process - Process for Exempt Procurements
The following process shall apply to all contracts that are exempt from formal
competitive selection procedures in AMC 2,50.090.
A. The Public Contracting Officer is responsible for determining whether a
project is subject to an exemption pursuant to AMC 2,50.090 that will allow a
process other than a formal solicitation. Except for small procurements and
emergency procurements, it is the responsibility of the Public Contracting
Officer to evaluate whether an exemption exists and write findings consistent
with Oregon law to document the exemption. A copy of the written findings
shall be given to the City Attorney. If an exemption is approved all applicable
provisions of the Oregon Public Contracting Code and the Model Rules must
be followed, Notwithstanding the exemptions, the City Attorney, the Public
Contracting Officer, or Local Contract Review Board may require a formal
competitive solicitation to ensure the purposes of this Chapter.
B. Except for small procurements and emergency procurements, any informal
procurement process, listed in AMC 2.50,090 shall require the Public
Contracting Officer to obtain written authorization from the Finance Director to
ensure that adequate funds are available for the project.
C. For intermediate procurements of any amount the contracting agency shall
use a written solicitation to obtain quotes, bids, or proposals.
D, For all contracts over $5,000 the City Attorney must determine that the
contract is appropriate as to form before the contract is awarded. Use of a
City standard form contract negates the need for legal sign off on all informal
contracting processes,
E. After the procurement process is complete, the Public Contracting Officer
must execute the procurement contract, and the Finance Director must
endorse the amount of the contract.
F. The Public Contracting Officer must execute any change orders or
amendments to the contract that are authorized under the Oregon Public
Contracting Code or the Model Rules.
2.50.110 Electronic Advertisement of Public Contracts
The City may publish the advertisement for Offers by posting it on the website of the
city, or if applicable, another governmental entity as long as the content required by the
Model Rules and Oregon Public Contracting Code is available. Individuals that obtain
the solicitation materials electronically are responsible for regularly checking for
instructions, addenda, and related materials.
2.50.120 Personal Services Contracts
A. A personal service contract that does not exceed $35,000 may be awarded by
direct appointment. Personal Services Contracts that are for contract amounts
greater than $35,000, but less than $75,000 shall follow the process for
Intermediate Procurements as outlined above, However, the City Attorney, the
Ordinance No.
Page 6 of9
Public Contracting Officer, or Local Contract Review Board, can require a formal
solicitation for bids to ensure that the purposes of this chapter are upheld.
1, Class Exemptions - Professional Services. A personal services contract that
does not exceed $50,000 may be directly awarded to the following classes of
personal services contracts:
a, Engineers;
b, Surveyors;
c. Architects; and
e. Financial Analysts,
2. Class Exemption - Attorney Services. Personal service contracts for legal
counsel, legal services, expert witnesses, court-appointed attorneys,
stenographers and other legal services are exempt from the competitive
procurement requirements of this section and may be entered into based upon
the judgment of the City Attorney. The City Attorney shall obtain City Council
approval of any expenditure for legal services paid to a single legal services
provider that is expected to exceed $50,000 prior to entering into the contract. In
addition, except for legal counsel hired by the City to provide legal services to
indigent criminal defendants prosecuted by the City, the City Attorney shall select
and retain all outside legal counsel hired by the City subject to the approval of the
City Council.
3. Pre-qualified Pool Exemption, The City may directly award a personal
services contract that does not exceed $100,000 to a provider that has been
selected to be on a list of:
a. The City's current list of qualified providers through a formal process;
or
b. From another public contracting agency's current list of qualified
providers as long as the public contracting agency uses a process
substantially similar to the City's to derive the list.
4. Continuation of Work Exemption. Personal service contracts of not more than
$100,000 for the continuation of work by a contractor who preformed preliminary
studies, analysis or planning for the work under a prior contract may be awarded
without competition if the prior contract was awarded under a competitive
process and the Public Contracting Officer determines that use of the original
contractor will significantly reduce the costs of, or risks associated with, the work.
B,The Local Contract Review Board is hereby opting out of OAR 137-048 regarding
architectural, engineering, and land surveying services.
C, The standard procurement rules adopted above shall apply to such contracts, as
well as the following personal services selection criteria:
1, Specialized experience'in the type of work to be performed;
2. Capacity and capability to perform the work, including any specialized
services within the time limitations for the work;
3, Educational and professional record, including past record of performance on
contracts with governmental agencies and private parties with respect to cost
control, quality of work, ability to meet schedules, and contract administration
where applicable;
4, Availability to perform the assignment and familiarity with the area in which
the specific work is located, including knowledge of designing or techniques
peculiar to it, where applicable;
Ordinance No.
Page 70f9
5, Cost of the services; and
6, Any other factors relevant to the particular contract.
-
2.50.125 Cost and Feasibility Determinations
The Public Contracting Officer shall make written cost or feasibility findings pursuant to
ORS 279B, 030, If the Public Contracting Officer is performing a cost analysis pursuant
to ORS 279B.033, the Public Contracting Officer shall add a profit margin of ten percent
(10%) of the cost of the project when estimating the total cost of hiring a contractor.
2.50.130 Record Keeping
To facilitate contract file record keeping and reduce accounting and auditing difficulties
in having dispersed contract files, each city department will maintain a complete file on
all contracts executed on behalf of that department. I nformation to be included in the
file shall include, at a minimum:
A. Any and all invitation for bids, requests for proposals, and any advertisements;
B. Council consent authorizing contract execution when applicable;
C, Copies of the signed contract, any required insurance certificates, bonds, or
other bid security;
D. Any approved Local Contract Review Board waivers; and
E. List of who the solicitation documents were sent out to or the list of plan holders.
The City Recorder's Office shall retain the original executed contract as well as original
copies of any required insurance certificates, performance bonds, and payment bonds
or other bid security. The department which is responsible for the procurement shall
continually monitor insurance certificates to ensure the City remains an additional
insured and that the other party has sufficient coverage,
2.50.140 Protests of Procurement Process & Solicitation Award
A. The Uniform Administrative Appeals Process outlined in AMC 2.30 shall apply to
all protests of the procurement process and award of public contracts except that
the timelines of this section shall govern when determining whether an appeal is
filed timely.
B. Timelines for Submitting Protests.
1. Protests regarding the process or specification shall be received no later
than ten (10) calendar days prior to bid closing.
2. Protests regarding the award of the contract shall be received within
seven (7) calendar days from the notice of intent to award the public
contract.
C, Failure to strictly comply with the applicable protest requirements, including but
not limited to the required elements for the written protest required by the Model
Rules and the Oregon Public Contracting Code, payment of the applicable
appeal fee pursuant to AMC 2.30, and time for filing as specified in this section,
shall constitute jurisdictional defects resulting in the summary dismissal of the
appeal.
Ordinance No.
Page 8 of9
SECTION 2. Repeal. The existing Ashland Municipal Code Chapters 2,50 [Rules of
Procedure for Public Contracting] and 2.52 [Rules of Procedure for Personal Service
Contracts] are hereby repealed in their entirety. Any municipal code provisions in
conflict with the provisions contained herein are also hereby repealed.
SECTION 3. Severability. The sections, subsections, paragraphs and clauses of this
ordinance are severable. The invalidity of one section, subsection, paragraph, or clause
shall not affect the validity of the remaining sections, subsections, paragraphs and
clauses.
SECTION 4. SavinQs. Notwithstanding this amendment/repeal, the City ordinances in
existence at the time any criminal or civil enforcement actions were commenced, shall
remain valid and in full force and effect for purposes of all cases filed or commenced
during the times said ordinance(s) or portions thereof were operative, This section
simply clarifies the existing situation that nothing in this Ordinance affects the validity of
prosecutions commenced and continued under the laws in effect at the time the matters
were originally filed,
SECTION 5. Codification, Provisions of this Ordinance shall be incorporated in the City
Code and the word "ordinance" may be changed to "code", "article", "section", "chapter"
or another word, and the sections of this Ordinance may be renumbered, or re-Iettered,
provided however that any Whereas clauses and boilerplate provisions (Le. Sections 2-
5) need not be codified and the City Recorder is authorized to correct any cross-
references and any typographical errors,
The foregoing ordinance was first read by title only in accordance with Article X,
Section 2(C) of the City Charter on the day of , 2010
and duly PASSED and ADOPTED this day of ,2010,
Barbara M, Christensen, City Recorder
SIGNED and APPROVED this _ day of
,2010.
John Stromberg, Mayor
Reviewed as to form:
Richard Appicello, City Attorney
Ordinance No.
Page 9 of9