HomeMy WebLinkAbout1996-1105 Council Mtg PACKET
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Imoortant: Any citizen attending council meetings may speak on any item on the
agenda, unless it is the subject of a public hearing which has been closed. If you
wish to speak, please fill out the Speaker Request form located near the
entrance to the Council Chambers. The chair willreeognize you and inform you
as to the amount of time allotted to you. The time granted will be dependent to
some extent on the nature of the item under discussion, the number of people who
wish to be heard, and the length of the agenda.
AGENDA FOR THE REGULAR MEETING
ASHLAND CITY COUNCIL
November 5, 1996
I. PLEDGE OF ALLEGIANCE: 7:00 p.m., Civic Center Council Chambers.
II. ROLL CALL
/' APPROVAL OF MINUTES: Regular meeting minutes of October 15, 1996.
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IV. SPECIAL PRESENTATIONS & AWARDS:
1. Presentation by Jan Janssen and LA CASA Committee regarding the
proposed skatepark in Ashland.
V. CONSENT AGENDA
1. Minutes of boards, commissions, and committees.
2. Monthly Departmental Reports - October, 1996.
3. Quarterly Report from Finance Director.
4. Report of Ferrero Geologic regarding feasibility of well for Oak Knoll
Meadows subdivision/Oak Knoll Golf Course.
5. Letter from City Attorney to OWRD requesting re-notice of proposed final
order for well in Oak Knoll Meadows subdivision.
~ Authorization for the Mayor and City Recorder to sign Quitclaim Deeds for
two easements.
7. Confirmation of Mayor's appointment of Darrell Gee to Bicycle
Commission.
8. Ad Hoc \JlLfzens' Communication Draft Plan.
VI. PUBLIC HEARINGS (festimony limited to 5 minutes per speaker. All hearings
must conclude by 9:30 p.m. or be continued to a subsequent meeting).
1. Proposed levy of assessments of Oak Street Local Improvement District.
VII. PUBLIC FORUM: Business from the audience not included on the agenda.
(Limited to 5 minutes per sp~aker and 15 minutes total.)
VIII. UNFINISHED BUSINESS:
1. Decision on request for refund of appeal fee on P.A. 96-047 - Birnam
Woods Subdivision.
IX. NEW & MIScELLANEOUS BUSINESS:
X.
1. Proposals for the restoration of bus service for the City of Ashland.
2. Update by Cascade Earth Sciences, Ltd. on status of demonstration
Wetlands/Soil Filtration Project.
3. Memorandum from City Attorney regarding city liability to employees for
PERS pickup after the demise of Measure 8.
4. ~ea-I'i'\~ct ~~ tv U 0 p&tlc-<es
o INANCES RESOLUTIONS AND CONTRACTS:
Memorandum of Understanding between City of Ashland and Ashland
~arks and Recreation Commission for Wetlands Demonstration Project. 0
. Reading by title only of a Resolution exempting the Wightman/Fordyce fCC-a....,
Improvement Project from standard competitive bidding procedures. ~1 vtv.
~ Reading by title only of a Resolution reinstating PERS pickup for certain ~ . -(Jw "-
elected officials in order to comply with the invalidation of Ballot Measure 8
(1994).
@ Authorization for City Administrator to sign Fund Exchange Agreement with
c:l ODOT for E. Main Widening Project.
~ Authorization for_City Administrator to sign Engineering Services Contract
for Phase I of the WWTP Upgrade Project.
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OTHER BUSINESS FROM COUNCIL MEMBERS
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XI.
XII.
ADJOURNMENT
..
M 0 NTH L.Y
R E P 0 R T
ASHLAND
POLICE
Vol. 1 No.8
September, 1996
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Crime is down,
but we're busier!
That's right! It's hard to
explain when you try to do it
with just statistics. Crime in
general this year (January
through September) is
down. Our case count is
down, but our activity level
is not My assumption is that
it is best explained by our
service level decisions.
APD has resolved to ensure
equal service to all citizens
and to take the extra steps
necessary to assist our
citizens. This service
level,along with specialized
programs to meet the
growing variety of needs
within our community,
especially those related to
youth, is most probably the
reason.
Linda Hoggatt, Editor
Crime Statistics:
"""January thru September"""
PART 1 1996 1995
Homicide 1 1
Rape 1 5
Robbery 6 6
Agg.Assault . 1 7
Burglary
Residential 70 64
Non-residential 8 40
Shoplifting 135 141
theft from MV 69 140
MV Parts-accessories 5 43
Bicycle Theft 70 80
Theft from building 30 65
Other Thefts 154 179
Motor Vehicle thefts 24 34
Arson 3 9
TOTALS 623 814
Residential burglary and theft of motor
vehicle parts remain the only two
categories in which there has been an
increase over 1995. Part I crime is down
23.4% from 1995 (623 vs 814).
Calls for Service
Sep 95
Police 764
Medical Calls 62
Fire Calls 14
Pass Off*" 46
911 Calls 512
**(to another 911 center)
Sep 96
828
144
24
30
427
charged previously to the police budget
Chief Brown complimented all members of
the department for their continuing safety
record.
Chronic Nuisance
Ordinance takes effect..
Less than 3 weeks after the Chronic
Nuisance Ordinance went into effect ~ was
tested, with success. A residence had
been identified on Beach Street as falling
under the ordinance after police officers
were called to respond twice for
complaints within a 2 day period for loud
parties.
In an effort to minimize confusion the .
Community Service Officer (CSO), Wendy
Svaren made personal contact with the
landlord prior to the letter of complaint
going out to both the landlord and the
resident Her personal contact aided the
landlord to clarify any questions on eactly
how the ordinance works and was met
w~h much cooperation.
The residence in question has not been a
problem since. .
Animal eradication
becoming a daily event
for police officers
Time was when officers would have an
occasional case of rounding up cows and
returning them to their pasture or maybe
even a loose horse or two. But today's
daily log reads like animal control for the
county.
Citings of rats, citizens wanting deer
eradicated from their yards and removal of
a possom from their living room, a 5'8"
python in the upper duck pond area that
was eyeing his next meal, and courgar
sightings are among the various cases
being handled.
Worker's Comp claims
low for Police!
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A recent report from the
Finance Department
revealed the Police
Department has a
GREAT safety record.
Worker's comp claims
were low enough to net a
rebate of approximately
$28,000 that was
'.:"
W~h regard to cougars, there has
been much in the new lately. While
we have had cilings around Ashland
there is generally no emergency
s~uation. General precautions, such
as walking or jogging in pairs, not
running from the animal if coming
across one but backing slowly away,
taking a dog with you while walking,
etc are recommended.
Any
sightings
should be
reported to
the Police
Department
immediately
!!
Cross State
designation given to
two of our
investigators,
At a recent swearing in ceremony in
Medford, Detectives Parlette and
Snow were sworn in as officers with
authority in California. The cross
designation, allowing investigators to
have police authority in California,
reduces red tape when an officer has
to go over the state line to do follow
up in the neighboring county.
Members of Jacnet, Medord Police,
Jackson County Sheriffs office and
others were also sworn in at this
ceremony.
Crime Prevention
Month activities
planned..
In cooperation with Cities declaring
October Crime Prevention Month,
Officer Sm~h has planned brown bag
forums for every Monday of the
month. These forums will be held
from noon to 1 :00 in the Council
Chambers. The schedule is:
Oct 7 - Chronic Nuisance Ordinance
Oct 14- Workplace violence, the role
of law enforcement
Oct 21- Drugs in our society
Oct 28- Selling up a Neighborhood
watch program in your area
Crime prevention take everyone's
involvement. Please encourage
neighbors, friends, business
community members to attend these
informative lunch hour sessions.
Municipal Parking fees
will increase in late
Octo her.
Toward the later part of October
parking fees will be increasing. Judge
Allen Drescher, on September 27th
issued an order increasing fees to $9
for overtime parking; $15 for illegal
parking other than blocking a fire
hydrant and handicapped zone; $25
for blocking a fire hydrant; and, $190
for handicap zone violations.
The added costs will not go into effect
until the end of October as new ticket
books have to be ordered with the
changes. We have not had any
parking fines increase by the court in
the last 5 years.
Bits and Pieces:
Recruitment for police officer has
begun to fill the patrol position that will
open up when the School Resource
Officer begins their duties sometime
in late December or early January
The selection process for School
Resource Officer has begun and the
officer should be assigned late
October or early November. The
officer wil attend SRO training at the
Police Academy in Monmouth prior to
beginning hislher new assigned
duties.
Gary Brown was the guest speaker
for the 102nd graduating class for the
Police Academy. His message to the
new police officers was "Ten points I
Wish Someone had told me when I
was a Rookie". Officer Steve
Maclennan was part of that
graduating class on October 4th after
completeing a state required eight
week course in basic law
enforcement.
Our Transient population and
violations for skateboarding have
been increasing since the last week in
September...presumably due to the
upcoming Barter Fair October 18th &
19th in the Applegate area.
The Oregonian did an article on the
Police Departments decision to use
Jeep vehicles for law enforcement in
September.
9-1-1 Childrens Fair was a big
success. The event this year was
bigger than ever. Representatives
from Ashland Police, Medford Fire,
Ashland FirelRescue, Fire District 5,
Phoenix Fire, Ashland Center for
Emergency Services (ACES -
Ashland 911), ODOT and Red Cross
all participated.
Barb Brown was features in this
months NENA (National Emergency
Number Association) magazine .for
her efforts in establishing our 9-1-1
education program.
Plans for patrol staffing for Halloween
have begun. Halloween will be on a
Thursday this year and a "dimer" night
for some of the local pubs.
\
MINUTES FOR THE REGULAR MEETING
ASHLAND CITY COUNCIL
October 15, 1996
PLEDGE OF ALLEGIANCE
Mayor Golden called the meeting to order at 7:03 p.m., Civic Center Council
Chambers.
ROLL CALL
Councilors Reid, Hauck, Hagen, and Wheeldon were present. Councilors Laws and
Thompson were absent.
APPROVAL OF MINUTES
The minutes of the Regular meeting of October 1, 1996 were approved as presented
with the exception of one change to page 1, Councilors Wheeldon and Reid mjs to
approve consent agenda and requested item 3 be pulled oft consent agenda.
SPECIAL PRESENTATIONS & AWARDS
1. Proclamation declaring October 21-29th as "1996 National Red Ribbon
Celebration Week."
2. Proclamation declaring October 20,1996 as "Senior Citizen Day."
3. Proclamation declaring October 27-November 2,1996 as 'World
Population Awareness Week."
1. Mayor Golden read aloud the Proclamation declaring October 21-29th as "1996
National Red Ribbon Celebration Week."
2. Mayor Golden read aloud the Proclamation declaring October 20, 1996 as
"Senior Citizen Day."
3. Mayor Golden read aloud the Proclamation declaring October 27-November 2,
1996 as "World Population Awareness Week."
CONSENT AGENDA
1. Minutes of boards, commissions, and committees.
2. Monthly Departmental Reports - September, 1996.
3. City Administrator's Monthly Report - September, 1996.
4. Approval of Tree Commission's Request to participate in Green Thumb
Project.
Councilors Hagen, Hauck mjs to approve consent agenda. Voice vote: all AYES,
Motion passed.
(Council Meeting 10/15/96)
I
PUBLIC FORUM
Dorothy Smith, 708 Indiana St./Discussed appropriateness as to the $250.00 fee
paid by neighbors in the Burnham Woods Subdivision and asked the city refund the
$250.00 to be redistributed back to the 12 neighbors. She indicated the hearing
regarding the lot subdivision from a six-lot to a five-lot was improperly conducted and
it was not the obligation of the property owners to make an appeal.
Mayor Golden described there was no precedence for doing this. She further
explained that a motion was made on the six-lot division and, as it did not pass, a
motion to deny was heard. One vote was moved over to deny because it was a tie on
a motion to approve, so the chairperson suggested a five-lot subdivision instead and it
was agreed which the planning commission approved.
City Attorney Paul Nolte indicated the fee was used to offset the cost of the appeal;
there was nothing in the ordinance to address a refund and he believes there was a
significant disagreement as to what the planning commission actually did.
Councilor Hagen said he had met with planning staff regarding the five- and six-unit
plan and he wanted to postpone issue until next council meeting to hear the other side
of the story.
City Administrator Brian Almquist stated that any interested party could appeal the
planning decision but the purpose of the appeal fee was to cover city's costs.
Mayor Golden requested procedures for the waiver be given to Dorothy Smith and it.
was agreed that this item will be placed on the Agenda for the next council meeting on
November 5, 1996.
Public Forum Close 7:20 p.m.
UNFINISHED BUSINESS
1. Memorandum from Director of Parks and Recreation regarding application
for a ground water permit which would allow for the installation of a well
to maintain the pond in Oak Knoll Meadows subdivision.
Public Hearing Open 7:20 p.m.
Barbara Bean, 510 Terrace/Read aloud her memorandum addressed to the Mayor
and Council members regarding the application for additional water rights for the
municipal golf course. She felt a water permit to keep the pond full at all times is a
mistake.
2
(Council Meeting 10/15/96)
,
Ron Roth, 6950 Old 99Sjlndicated he had talked with Ken Mickelsen and Hollie
Cannon about the concept of wells going dry. He feels TID water could be utilized to
fill the pond beyond the irrigation season by taking over the Ashland Canal. Does not
feel city should apply for a permit to put water in a pond without serious negotiations
with TI D as to cost.
Dudley Joy, 1060 Oak Knoll Dr.jlndicated he represents the nine homeowners
surrounding the pond and expressed concern over water in the pond being depleted.
Is concerned about aesthetics, wildlife, and people walking the banks around the
pond.
Jerry Stein, 806 Cyprus Point Loop/Explained he is a homeowner adjacent to the
pond. He voiced concern that when the water goes down the view of the pond is
unpleasant. Feels it is beyond the expertise of city council to discuss water resources
and whether it is appropriate to have a well or not and wants the State Water
Resources Board to handle this.
Chris Skreptos, 4424 Highway 66/Discussed that he and his neighbors oppose the
well. He feels there may have been misrepresentations for the water usage and
indicated they would have to haul water, dig another well or leave. He questioned
whether it is prudent for the city to attempt to take the water available for groundwater
to irrigate a golf course and thinks this is an inappropriate use of water given the
grave water shortages in the area. He referenced a letter from Mr. Vanderpool who
was not present.
Mayor Golden read aloud the letter from Jacqueline Moffat opposing the digging of a
well for the Oak Knoll Golf Course.
Parks Director Ken Mickelsen addressed the issue of the pond as an irrigation pond
for the golf course and the possibility that a well could solve water problems of the
course. Stated there is over a multi-million dollar investment in the Oak Knoll Golf
Course and it is important to maintain a certain standard as well as being good
neighbors. He indicated the main purpose of having the well is to irrigate the golf
course and if TID were to commit to grant water earlier and later in the year there
would be no need for the well. He added that during TID season there is no problem
with water and the well would not be used.
City Administrator Brian Almquist indicated he has spoken with Hollie Cannon
regarding the renewal of the 795 acre contract and whether that water could be used
in dry years. He reiterated the problem when the water is turned off at the
Greensprings Power Plant and could not justify paying the maintenance costs on the
ditch from the Greensprings Power Plant into the city to TID to keep the pond full.
(Council Meeting 10/15/96)
3
Councilor Reid asked whether the option would be available during a dry water year to
not top off the pond and to only use the well when critical.
Councilor Hauck questioned the proposed final order which indicated the usage
period was March 1 to October 31, as this is the same time as TID usage.
Parks Director Ken Mickelson replied that was a recommendation from the Water
Resource Board to the city to only use until October 31, as that is when the pond is
topped off and at that point the golf course does not normally need to be irrigated.
Councilor Hagen discussed that the city had been focusing on the sale of water
outside the city and questioned if the City had considered using drought tolerant
grasses and whether there are better alternatives and options for the golf course.
Parks Director Ken Mickelson indicated the critical parts of the golf course are the
greens and tees and only certain kinds of grasses can be used and it is important to
protect the investment of the golf course.
Councilor Hagen inquired of City Attorney Paul Nolte the possibility of putting wells in
rural areas for city use and if there would be a liability aspect if they did.
City Attorney Paul Nolte indicated that a finding of water would have to be made first
by the Water Resource Department. He further stated that it would not interfere with
senior water rights for wells. The limit of liability is that if a new well should interfere
with other wells with senior water rights the use of the newer well would have to be
discontinued. Records i;Jave to be kept of water levels.
Councilor Wheeldon asked whether a well was budgeted in the operating expenses in
the golf course and asked how much a well costs. She questioned pursuing the TID .
option, finding costs involved and that this should be brought before council. She
indicated she was willing to have the State make the final judgment.
Parks Director Ken Mickelsen replied a well would cost in the region of $10,000 for the
type of well being considered.
Chris Skreptos indicated private wells do not require a permit unless you draw more
than 5000 gallons of water per day. His feeling was that the quantities of water asked
for and for which the permit was tentatively approved are insufficient.
Mayor Golden addressed the issue of the residents in the area of the airport who were
unable to hook up to city water and the need for them to haul their water. Her feeling
was the issue of the well should be settled at the state level. She questioned whether
the pond would make it to the following year if it was topped off when TID water
4
(Council Meeting 10/15/96)
.
turned off and it was never used for.irrigation. She suggested questioning TID further
and requesting an extension to obtain further information.
City Administrator Brian Almquist indicated surface waters, water coming off the
freeway and a soda water spring continue to be used into the fall and it is
uneconomical to use potable water. He stated it was not possible to extend a season
with TID to irrigate the golf course and felt it was not a legitimate use of extending the
irrigation season.
City Attorney Paul Nolte indicated that if nothing is done the permit will go forward and
possibly be appealed if ultimately issued. If the application is withdrawn or if Water
Resource Department is asked .to stop the process it would end there.
Chris Skreptos indicated that under the timetable being operated the time for
appealing the well is November 1. He suggested that if anything is to be done it
should be appealed by that date and he will file for a contested case. He said the
cost of an appeal is $200 and it is a formal procedure with a Judge from the Water
Resources Department.
Councilor Reid indicated she preferred to go along with the Parks Board's wishes and
take this to the state level but wanted to balance the needs of citizens and their
investments and neighbors who live outside the city. She urged the city to move
ahead with the permit process and continue with the TID option.
Parks Director Ken Mickelson felt it would be a mistake to delay the permit process
and it would be up to the people who want to appeal to do that and there would be
no cost to the city. He reiterated that the Parks Department only recently received
notification that the well was approved and urged the city not to delay going forward
with the permit. ().. >OC{ e.,...h A
D-S '. ~J
Councilor Hagen suggested waterfis used inefficiently and inquired as to the possibility
of putting pipes in from Hyatt and'Howard Prairie. He opined the city hold this issue
for 30 days and not lose our place, otherwise we go ahead. He also indicated that the
rains are coming so the city would have time to delay and investigate the matter
further.
Councilor Hauck suggested that we not cut off the option available but keep the
permit process moving along and investigate alternatives.
Mayor Golden reiterated she would prefer to delay as this puts the city in a potential
no-win situation and believes there is an opportunity to work towards something that
will work for everybody. Mayor Golden felt there is an opportunity to work with
existing agencies and neighbors and to delay the process. She suggested a motion
(Council Meeting 10/15/96)
5
to seek a continuance on this particular issue and bring information back to the
council study session on October 16.
Councilors Hagen/Wheeldon m/s to seek a continuance on permit and bring
Information back to the council study session on October 16. Voice Vote: All
AYES. Motion passed.
NEW & MISCELLANEOUS BUSINESS
1. Memorandum from Fire Chief regarding opportunity to repurchase
Ashland's first motorized fire apparatus (1915 American La France).
Fire Chief Keith Woodley indicated the merits of the fire apparatus and its history. He
will meet with Jill Turner and Brian Almquist as to how financing can be accomplished.
Councilors Reid/Hagen m/s to approve purchase of fire apparatus.. Voice vote:
All AYES. Motion passed.
2. Designation of Mayor as voting delegate to League of Oregon Cities and
Susan Reid as alternative.
Councilors Hauck/Hagen m/s the Mayor as voting delegate to League of
Oregon Cities and Susan Reid as alternative. Voice vote: All AYES.
ORDINANCES. RESOLUTIONS AND CONTRACTS
1. Second reading, by title only, of "An Ordinance Establishing a Pesticide
Policy for Department and Divisions of the City of Ashland."
Councilors Hauck/Hagen m/s to approve Ordinance #2790. Roll Call vote: Reid,
Hauck, Hagen, Wheeldon, YES. Motion passed,
2. Resolution regarding Financing of Street Assessment Bonds.
City Administrator Brian Almquist read memorandum a resolution of the city council of
the City of Ashland authorizing the issuance and sale of a limited tax improvement
bond.
Finance Director Jill Turner indicated the last time assessment bonds were purchased
was in 1990, so these don't come up very often.
Councilors Hauck/Hagen m/s to approve Resolution #96-43. Roll Call vote:
Reid, Hauck, Hagen, Wheeldon, YES.. Motion passed.
6
(Council Meeting 10/15/96)
" .
OTHER BUSINESS FROM COUNCIL MEMBERS
Councilor Reid indicated that in Seattle public power .is underwriting public radio and
she felt it a good idea for Oregon public power.
City Administrator Brian Almquist indicated he would look into the matter.
ADJOURNMENT
Meeting was adjourned at 9:03 p.m.
(Council Meeting 10/15/96)
7
City of Ashland
PARKS AND RECREATION COMMISSION
REGULAR MEETING
MINUTES
September 23, 1996
A ITENDANCE:
Present:
Absent:
Pat Adams, AI Alsing, Bob Bennett, Teri Coppedge, Laurie MacGraw,
Director Ken Mickelsen.
None
I. CALL TO ORDER
Chair Coppedge called the meeting to order at 7:00 p.m. at the
Department Office, 340 S. Pioneer Street.
II. ADDITIONS OR DELETIONS TO THE AGENDA
Chair Coppedge indicated that following the Regular Meeting she would like to have the
Commission meet in Executive Session to discuss land acquisition. By consensus, the
Commission decided to do so.
III. APPROVAL OF MINUTES
A. Regular Meeting - August 27. 1996
Commissioner Alsing said that at the bottom of Page 3 the minutes were written to
indicate that he had both made the motion and seconded the motion. He said that he had
seconded the motion bu( that he was not certain who made the motion. Commi-sioner
MacGraw indicated that she had made the motion.
;"1".
Commissioner Adams made a motion to approve the minutes of the Regular Meeting of
August 27, 1996 as corrected. Commissioner MacGraw seconded.
The vote was: 5 yes - 0 no
IV. REVIEW OF FINANCES
A. Approval of previous month's disbursements
Commissioner Adams made a motion to approve the previous month's disbursements as
indicated by checks #14050 through #14531 in the amount of $270,229.43.
Commissioner MacGraw seconded.
The vote was: 5 yes - 0 no
V. PUBLIC PARTICIPATION
A. Discussion and approval of trail lavout for Ashland section of Bear Creek
Greenwav trail svstem
Karen Smith from Jackson County Public Works and Parks and Wes Reynolds from the
Bear Creek Greenway Foundation were in the audience to answer any questions the
Commission might have of the proposed fmal design for the Greenway Trail through
Ashland.
Regular Meeting - September 23, 1996
Ashland Parks and Recreation Commission
Page 2
Greenwav Trail - CONTINUED
Regarding the very large bridge, Commissioners Adams and Alsing inquired about on-going
maintenance and possible replacement of the bridge should severe damage OCcur in the future.
In discussion it was determined that the bridge would be owned by the City and therefore
future costs would be the City's responsibility. Ms. Smith said that the bridge was being
engineered in such a manner that it would not be damaged easily and, that should such a
severe flood occur which would damage the bridge, disaster relief funds would most likely be
available for the City. In response to a secondary question regarding formal agreements
between the City and County for maintenance, Ms. Smith indicated that none of the cities
along the trail had requested formal agreements, different cities handled maintenance of the
trail in different ways, but that it could be worked out if the Commission wanted one.
Director Mickelsen said that the general understanding with the County had been that once
the trail system is developed that it will then be the Commission's responsibility to maintain it
and establish whatever other amenities the Commission deems appropriate.
Commissioner Adams made a recommendation that an agreement be drawn up between the
Commission and the County regarding future maintenance of the trail once in place. By
consensus, Commissioners indicated that they felt it would be appropriate for a simple
agreement to be written which would express the intent of the Commission and the County
regarding future responsibility for the trail so that, 25 years from now when different persons
are responsible for the system, there would be something to indicate what was anticipated
when the trail was established. Director Mickelsen and Karen Smith.said that they would
work on drafting such an agreement or letter of intent.
Evan Archard was present in the au1ience to address the location of the bridge. He said th<.t
he shared a property line with the park and felt that the size and location of the bridge was a
serious mistake in that it would be the worst place if a severe flood should occur. He ",' .'
indicated that he felt the decision was being rushed in that there was still a portion of the trail
at the Billings property which had not yet been acquired and felt that there were possibly
better locations for a bridge down stream.
Ms. Smith addressed his concerns by indicating that OBEC was under a deadline to submit
paperwork by December 1, 1996 to go through the review process and that in order to
maintain federal funding for the project work had to begin by next spring. She said that she
believed that OBEC, the engineering consulting frrm, has been very open minded and
community aware; that they have looked at all the alternative sites for the bridge and that,
other than going down to the Billings property there was not a better location. However, Mr.
Billings has been very frrm in indicating that he would be unwilling to give up any land
which would be appropriate for a bridge because of his own plans for the property. She said
that in 1989 they had originally anticipated that the bridge would be located at the spot which
now is the site of a heron rookery. The site under consideration now is the next best site and
the project is under a time crunch.
MOllON
After some further discussion, Commissioner Adams made a motion to approve the
Greenway Trail project and plan as presented with the understanding that minor
adjustments to the plan can be made if warranted. Commissioner Alsing seconded.
The vote was: 5 yes - 0 no
Regular Meeting - September 23, 1996
Ashland Parks and Recreation Commission
Page 3
Commissioner MacGraw left the meeting early.
B. Discussion and approval of policies for new ice skating facility
Commissioners reviewed a memorandum from staff outlining a possible cooperative
rental agreement for use of the outdoor seating area of the Lithia Park Cafe from Larry
Cooper. The concept would be to use that area for skate rentals and off-hour
concessions during the months of operation for the rink this year. Director Mickelsen
said that he had been contacted by Mr. Cooper who indicated that he or a lessee would
have the cafe open for business during the months the rink was in operation, and, in
subsequent discussion, that he and Mr. Cooper had come up with the concept of having
the cafe open from 11:00 a.m. to 7:00 p.m. with the Department offering limited
concessions during off-peak hours. He said that he believed that this would be a
cooperative arrangement which would benefit both parties.
Mr. Cooper was present in the audience to answer any questions the Commission might
have concerning the proposal. He said that the price he set for renting the outdoor
seating area was very low because he felt that it would help get the rink off to a good
start this first season. In response to questions, Mr. Cooper said that it would be a one
year agreement but that he would certainly consider having an option to renew in the
agreement if the Commission would like. The fact that the property was on the market
for sale was discussed but Mr. Cooper said that any sales agreement would not interfere
with this season's operation.
MOllON
Commissioner Adams made a motion to have a rental agreement drafted for rental of the
patio area of the Lithia Park Cafe for 1 fee of $600.00 per month through
March 30, 1996 which would include an option to renew. Commissioner Bennett
seconded. "i'. .
The vote was: 4 yes - 0 no
Commissioners reviewed and discussed information concerning hours of operation and .
fees for the ice skating rink. Cost projections related to various fees versus costs were
reviewed.
MOllON
Commissioner Adams made a motion to adopt fees of $2.00 for skate rental and $1.50
for admission. Commissioner Bennett seconded.
The vote was: 4 yes - 0 no
MOllON
With minor modifications, Commissioner Adams made a motion to adopt the ice skating
rink policies and hours of operation as presented with the option of making further
modification during the season if necessary. Commissioner Alsing seconded. .
The vote was: 4 yes - 0 no
C. Open Forum
None
Regular Meeting - September 23, 1996
Ashland Parks and Recreation Commission
Page 4
VI. OLD BUSINESS
A. Report from committee on skate board proposal
Conunissioners reviewed a memorandum from the proposed skate board park conunittee
with recommendations regarding the Commission's support for the project. Committee
members Commissioners MacGraw and Adams recommended to the Commission that it
set aside the open area of Water Street Park until July 1997 for the proposed facility,
that it authorize the expenditure of up to $2,500 in architectural fees for a design and up
to $47,500 for construction of the facility if the community based group can raise the
balance of the monies needed for the project. Conunissioner Adams indicated that the
group anticipated a total of approximately $100,000 would be needed for the project.
She also said that she was personally recommending that the Conunission move forward
to adopt the committee's recommendation because she believed that skateboarding was
an activity being pursued by a large number of young people ranging in age from 5 to
25 and that this particular community group was focused and conunitted to attempting to
raise the balance of the funds necessary for the project. She hoped that the community
would respond to them as generously as it did to the ice skating rink project.
The memorandum did not indicate that the Commission would be involved with the
design work other than contributing up to $2,500 in frnancial assistance. Commissioner
Coppedge said that she felt that the Commission needed to be involved in the design
process. After some discussion, Commissioners asked Director Mickelsen to contact the
group to suggest that they keep in touch during the design process so that the
Conunission can make strategic recommendations if necessary. The intent was to assure
everyone that when the final design was presented that it would be one which the
Conunission could approve.
MonON Conunissioner Alsing made a motion to accept the committee's recommendation
regarding the skateboard park proposal. Commissioner Bennett seconded.
The vote was: 4 yes - 0 no
B. Discussion of road to dog park adiacent to Ashland Greenhouses
Conunissioner Bennett and Greg Williams of Ashland Greenhouses made a
reconunendation to the Commission that it pave the road from Nevada Street to the dog
park area as soon as possible. The topic has been discussed in the past and the
Department and dog park users have made some effort to minimize the dust and speed
but those efforts have not been enough. Mr. Williams said that he has had to replace
large fans at his business due to the dust damaging them.
MonON After discussion, Commissioner Bennett made a motion to have department staff proceed
to have the road paved as soon as possible with one or two speed "lumps" as deemed
appropriate by engineering. Commissioner Adams seconded.
The vote was: 4 yes - 0 no
Regular Meeting - September 23, 1996
Ashland Parks and Recreation Commission
Page 5
C. Discussion of master Dlan for Oak Knoll Golf Course
Director Mickelsen presented the fmal draft of the master plan for Oak Knoll Golf
Course. He indicated that the design has been posted at the golf course so that everyone can
have the opportunity to look at it prior to a Study Session when it will be looked at for
additional conunent and input from golfers and the general public. After brief discussion,
Commissioners set the date of November 13th to hold a Study Session to discuss the plan
itself as well as timelines and possible funding options to implement the plan.
VII. NEW BUSINESS
None
VIII. COMMUNICATIONS and STAFF REPORTS
Director Mickelsen reminded the Commission that the Department and Medford Parks and
Recreation were co-hosting the ORPA conference here from October 6 - 9. Commissioners
were invited to attend any functions or sessions in which they were interested.
Director Mickelsen inquired as to what method the Commission would like to use for
reviewing the proposals which will be submitted for gathering additional information for the
natural area of N. Mountain Park. Following discussion, Commissioners decided that they
would like a committee to review the proposals and make a recommendation to the
Commission. Commissioners Coppedge and Alsing volunteered to serve on the committee
which would be comprised of themselves, Director Mickelsen, Brian McCarthy, landscape
architect for the overall park design, and possibly other community members. Commissioner
Bennett will be an alternate fflr either Commissioners Alsing or Coppedge if needed.
Director Mickelsen reported that he had received a request from Phoenix High School to hold,"
its graduation exercises at the Butler Bandshell in Lithia Park. In discussion, the Commissio~
reviewed its existing policy to only permit Ashland High School and S.O.S.C. to hold
graduation exercises in the park. Although Commissioners understood the Phoenix students
interest in holding graduation exercises in Lithia Park, by consensus, they chose to uphold
existing policy and to restrict the use of the park for graduation exercises to Ashland's
school, specifically the high school and college.
Director Mickelsen said that he still needed to respond to the offered gift of the bust of John
McLaren. Commissioner Coppedge said that while in San Francisco recently she had tried to
see the bust by going to the DeYoung Museum but had no luck; the bust is not on display
and no curators were available who could authorize fmding it in storage.
MOTION
Commissioner Adams made a motion to decline the offer of the gift of the bust of John
Mclaren. Commissioner Bennett seconded.
The vote was: 2 yes - 2 no (Alsing, Coppedge)
As the motion did not pass, the decision of whether or not to accept the bust is still moot.
MOTION
Commissioner Adams made a motion to extend the meeting until 10: 15 p.m. Commissioner
Alsing seconded.
The vote was: 4 yes - 0 no
Regular Meeting - September 23, 1996
Ashland Parks and Recreation Commission
Page 6
COMMUNICATIONS and STAFF REPORTS - CONTINUED
Commissioners reviewed a letter from Kate Harlzell and asked that Chair Coppedge answer
the letter on behalf of the Commission.
IX. ITEMS FROM COMMISSIONERS
Commissioner Adams forwarded an invitation from the Ashland Senior Club which would be
celebrating its 35th anniversary at the Community Center the following day. The club meets
between 1:00 - 4:00 p.m. and would be thrilled to have Commissioners stop in to say hello.
Great food and entertainment.
Commissioner Coppedge reported concern about erosion problems and general maintenance
along the White Rabbit Trail. She asked that staff take a look to see if anything immediate
needs to be done prior to winter.
X. UPCOMING MEETING DATES and PROPOSED AGENDA ITEMS
Commissioners scheduled the following meeting: Study Session, Thursday, October 10 for
the Wetland Demonstration Pilot Project; Study Session, Monday, October 14 for the N.
Mountain Park natural area; Regular Meeting, Wednesday, October 30; and Study Session
Wednesday, November 13 for discussion of the golf course master plan.
XI. ADJOURNMENT
With no further business, Chair Coppedge adjourned ."., .
the meeting.
Respectfully submitted,
p~~
Ann Benedict, Business Manager
Ashland Parks and Recreation Department
ASHlAND CONSERVATION COMMISSION
MINUTES
SEPTEMBER 25. 1996
APPROVAL OF MINUTES
Members In attendance were Amaratico, Buck, McCary, Hagen, Tuck, Chapman and Moats. Staff In attendance were Pearce and
Amrhein. Minutes were approved with corrections.
PUBLIC FORUM
1. Keith Cobb,(549 B Street #1 Ashland 552-9315) informed the Commission about a local group of citizens which are forming
and will be known as the Institute of Sustainable Uvlng. They realize that mistakes from the past and from advanced nations
are being copied by third wor1d nations which are impactlng"family values and sustainable living within and with the
environment. The present format of the group will be a forum to present, record and exchange Ideas and models. They hope to
have a web page soon. One of their goals Is to create a model village within the Rogue River Valley. Discussion included
cohouslng as a model for this group and whether or not other communities are being considered.
2. Hillary Varaday . The update on the Healthy School Lunch Program shows support in Talent, Phoenix and Medford. The
group continues to remain active In the community. 3. Georgia Varaday stated there would be an Environmental Open Stage at
Headwaters on October 6.
ASHlAND SANITARY UPDATE
1. Recycled Products Fair. BioMass has become a corporate sponsor. There are currently 3 student and 10 adult signups.
Amrhein is in need of one additional judge. McCory and Buck both volunteered. The event is scheduled for Saturday, October
5th from 10 a.m. to 3 p.m. Judging is at 11 a.m. Recyclers of the year have been chosen. They are: Individual - Sooney Viani
and Commercial - a multi-family residence. Johnston Manor on Park Street.
2. Compost Facility. Amrhein visited Oregon Soils In Oackamas where they are feeding all pre-consumer food waste from 16
Fred Meyer stores to worms. Based on this type of operations the estimate for Ashland to get started would be approximately
$200,000. Ashland Sanitary and Recycling will continue to look at options for Ashland.
3. Chipper. Signups are going well. The date Is September 28th. The fee Is $10 for_ the first 10 minutes and $1 per minute
thereafter. The majority of people want the chips.
4. Letter to the Restaurants - The letters have been sent. Greenleaf responded and is ready to setup compostlng as soon as the
program Is ready. Additional responses were received from Key of C, Pilaf and Dairy Queen.
5. PET #1 . The list of manufacturers has been forwarded to Amaratico, Wanderscheid and Hagen.
6. Tour of South Stage and Dry Creek landfills - Rogue Waste is sponsoring a bus tour for public officials and their staff of
Rogue's two landfills to explain what will be happening In the next two years;' South Stage is aoheduled to close in December of
1998 and Dry Creek will open. The tour Is 7 a.m. - 10 a.m., October 4th.
7. Telephone Books - The new Regional Dlrectortes (phonebook) are being distributed this week. In Ashland telephone books
will continue to be collected at the Center, there will be no curbside pickup in Ashland. Rogue Disposal will begin collecting
telephone books at curbside in Jacksonville, Medford, Central Point and Phoenix.
8. Internship - ASR has organized an Internship with the Ashland High School Charter School. The students wlll be developing a
questionnaire about commercial recycling.
OLD BUSINESS
A. Committee Reports
1. Precycling . 1) Amrhein reported that a report from the Garten Foundation stated the market is declining for PET.
The trend is leaning towards use of virgin material rather than recycling especially PET. The resin producers are flooding the
markets with virgin material. This could put Ashland's program In a precarious situation. In the near future Garten will have
equipment that will allow the sorting of the bottles from the clamshells which will allow them to continue to accept mixed
batches. Garten will be trying this new equipment on a trial basis. Amrhein will keep the Commission updated. Currentiy the
market value of PET has plummeted and ASR Is not being paid for this product. Hagen stated this turn may cause the
Commission to direct users to paper products. Amrhein stated currently the price 01 mixed waste, junk mail, household scrap
category of paper is priced at zero and probably by the end of this year or first of next year ASR will be paying RSI to take it.
Currently the only reason Weyerhaeuser will take mixed waste Is because ASI continues to provide a good quality product of
newspaper, cardboard and high grade. Discussion Included where the true responsibility lies, supporting markets of true reuse,
publicizing current market prices for recycling products at the Recyding Center. Chapman requested this committee's next
meeting be prior to October 12th. The State Garbagemen's Convention will soon follow and Chapman would like to take the
developed restaurant criteria with him to encourage discussion with this group. Next meeting date - Thursday, October 3rd at
Blue Mountain Cafe.
2. Education. 1) SUrvey - The form Is approved with an additional note "to be returned to the Utility Office- (with your
bill). 2) Recognition award. Discussion Included how often to give the award, what format announcement for award applications
will be In, what the award will look like. Discussion will continue next month. 3) Endorsement and New Technology Policy - At
the next meeting we will discuss the question of a policy for endorsing products as well as reviewing products, ideas versus
products, limiting length of time for presentations as well as number of times a product can be presented, working with
Headwaters to create a list of 'products for the public. 3) Tree Free Paper. The final letter has been drafted and will be going out
to tree free and non tree free paper manufacturers as well as paper manufacturers in general to let them know we are interested
in something other than cutting down trees.
B. Electric Lawnmowers - This item will be reviewed at the next meeting.
C. Tee Shirt Update. Hagen reported the Finance Director suggested giving the logo to a local tee shirt shop and letting them
print and sell the shirts. Discussion Included copyright protection for the logo, creating a bid process for selling the tee shirts,
creating a business relationship with a local tee shirt or silkscreen shop and a worthy group, creating criteria for selling the tee
shirts which is congruent with our mission. The full Commission requested that Wanderscheid review public/private
partnerships and copyright protection and report at the next full Commission meeting.
D. Saturday Class Update. There were 22 present at the Composting class.
E. Renewable Resource Purchase Policy Update - The polley has been presented to the Council. It will now be drafted in
resolution format for the next meeting.
F. AOR Conference Update. A full report from Amrhein will be included in the October packet. Amaratico will also report in
October.
NEW BUSINESS
A Community Organizing Workshop Sponsored by Headwaters. Headwaters will be sponsoring a workshop on Community
Organizing Skills. ~ will be held on Saturday, September 28th from 10 a.m. until 4 p.m. and Sunday, September 29th from 10
a.m. until 3 p.m. at the Headwaters Environmental Center at 84 Fourth Street.
B. Jefferson Monthly Conservation Related Articles. eric Allen from the Jefferson Monthly through Jefferson Public Radio is
requesting a monthly commitment of articles from the Conservation Commission. The topics can cover any issue within the
parameters of regionalism and sustainability. They should be between 600 and 900 works and may include some graphics.
C. Draft Classroom Use Policy - Chapman wants the Conservation Commissioners who book the classroom to be responsible
for both entering and leaving the premises as well as all property during any presentation. Chapman will draft language and
bring it to staff.
COMMISSION ITEMS
There were no additional commission items.
ADJOURNMENT
Meeting adjourned at 9:10 p.m.
J
, .
~emornndum
October 23, 1996
'mo:
city council Members
JIf rom:
Mayor--Golden --. - - ----.
~ ubjed: Bicycle commission Appointment
d'
I would like to appoint Darrell Gee to the vacant position on the Bicycle
Commission. The term of this position expires on April 30, 1998. The vacancy
was created by the resignation of Rees Jones.
A copy of Mr. Gee's letter is attached.
Attachments
(f,eommlAppoinLm<m)
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~emnrandum
September 25, 1996
ijI 0: Susan; Jill; .Pat Caldwell; Barbara C.; Pete L.; Brian
Jf rom: 1_ H. 01=. A""",,, City _= )-;j;).
~ubjed: Oak Street L.r.D. Final Report
With the final acceptance of the contract work pexformed by North River Excavation the assessment district is
now complete. Following is a brief report on the project:
This project was bid on June 16, 1995 with a low bid of$67,404.50 submitted by North River
Excavation. The contract was awarded on July 6, 1995. A pre-construction conference was held
on August 17,1995, however, actual construction was not commenced until October, 1995.
Substantial completion of the project was reached in January of 1996, but, due to ongoing sidewalk
and curb construction by Lance Pugh and Tom Cantwell actuaI finaI approval was not made until
August 8, 1996.
The final construction contract amount was $89,451.33 which was $22,046.83 over the original bid
of$67,404.50. The increased costs are due to additional lengths of utility trenching required to
complete electric and telephone coooections. Another contributor to the additional cost was extra
storm drain work that was required to replace substandard sections of drain that were discovered in
the field. Attached is a copy of the finaI construction cost summary which shows a comparison of
the original estimated units with the final as-constructed quantities.
Also attached is a summary of the finaI prqject costs for determination of the assessment rate. Please review
these costs and amounts with your records to be certain that all is correct.
Please note that the assessment to Tom Cantwell (39-lE-09BA Tax Lot 14000) is significantly higher than
previously shown due to a nxonfiguraJion of kx boundaries between Pugh and Cantwell. (See memo of 0ct00e2-
23, 1995)
If these figures ~ rorred please let me know as soon as possible and I will ~ the necessary reclutioo
to set the public hearing.
("'"",~.w.mon)
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FINAL PROJECT COSTS
1. Mail Tribune L.p.a.#59562 OS/22/95 $461.45
2. Daily Journal of Commerce L.p.a. #59570 05/31/95 $185.25
3. Quality Rock 04/30/96 $933.82
4. Construction Costs Payment No. 1 11115/95 $26,574.11
Payment No.2 11128/95 $2,118.50
Payment No.3 12/06/95 $47,347.05
Payment No.4 07/11196 $13,411.67
. 5. Less Storm Drain Costs (260-51-620.750) ($20,507.50)
6. Electric Department Charges $67,434.99
7. Imputed Interest through 09/30/96 $4,536.36
8. Engineering & Administration at 10.8% $14.899.61
TOTAL ASSESSA1JLE COST $..157.395.3~
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9. Total Assessable Footage: 1,430.86'
10. Assessment Rate: $157.395.31 = $110/ft
1,430.86'
11. Published Assessment Rate:. $100.00/foot
12. Percentage Increase: 10%
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PUBLIC WORK - ENGINEERING DIVISION
FINAL CONSTRUCTION COSTS
-Oak Street L.I.D.
.
rtem Description Bid Final Unit Amount
No. Units Units Price
1 Site Work Lump Sum Lump Sum $1,321.00 $1,321.00
2 Utility Trench 1,642 LF 2,527 LF $14.25/LF $36,009.75
Construction
3 Street Light 23 EA 23EA $4861EA $11,178.00
Installation
4 Tree Planting 12EA 16EA $5oo/EA $8,000.00
5 Istallation Irrigation Lump Sum Lump Sum $6,550.00 $6,550.00
. System
6 . Crushed Rock 370 CY 775cy $12.OO/CY $9,300.00
7 Catch Basin 4EA 4EA $9oo/EA $3,600.00
8 Storm Drain 1 EA 1 EA $1,2oo/EA $1,200.00
Manhole
9 12-inch Storm Drain 492 LF 492 LF $19.75/LF $9,717.00
.c.O.l 1O-inch Storm Drain Lump Sum $2,330.00 $2,330.00
Extension
.C.O.2 Extra Excavation Lump Sum $300.00 $300.00
.C.O.3 Repair Irrigation Lump Sum $445.50 $445.58
System
Credit Less Pavement Patch Lump Sum ($500.00) ($500.00)
. not Completed
GRAA'D TOTAL $89,451.33
July 11, 1996
.change Order
(,,"""~.w."'l
.0",_,,',
OAK STREET L.I.D.
fINAL STORM DRAIN COSTS.
July 11, 1996
1. Site Work 50% of Final Cost
2. Utility Trench Excavation
3. Street Light InstalJaJion
4. Tree PlanJing
5. Install Irrigation System
6. *. Crushed Rock 33 % of Final Cost
7. Install Cok:h Basin 100% of Final Cost
8. Street Drain Manhole 100% of Final Cost
9. 12-inch Stonn Drain 100% of Final Cost
10. ExJra Street Drain Construction
TOTAL
(c::\cl,rWD-~a()
$660.50
-0-
-0-.
-0-
-0-
3,100.00
3,600.00
1,200.00
9,71ZOO
2.230.00
$20.507.50
DEPARTMENT OF PUBLIC WORKS
ADMINI$TRA nos: (541) 488-5587
ENGINEERING: (;41) 488.5347
CITY
HALL
CITY OF ASHLAND
20 E. MAIN SrnEET
ASHLAND. OREGON 97520-1S14
FAX (541) 4SS-&I06 .
August 8, 1996
Mr. Bud Hop
Northriver Excavation Pipeline Contractor, Inc.
P. O. Box 696
GOLD HILL OR 97525
Re: Final Approval - Project No. 93-08
Dear Bud:
. Thank you for taking the time to meet with us on Tuesday. With that final walk through we can
now consider the project complete. As of this date the City of Ashland approves and accepts
your work on the Oak Street L.I.D. (Local Improvement District), Project No. 93-{)8.
The final payment (including release of the retain age) is being prepared and will be sent to you
under separate cover.
Please be reminded that under the terms of the Contract your work must be warranted against
defects in material and workmanship for a period of two (2) years from this date, August 8,
1996.
Thank you for your patience and cooperation during this long project.
~Sin~~
James H. Olson
Assistant City Engineer
cc: Susan Wilson Broadus, Director of Public Works
Pete Lovrovich, Director of Electric Department
Jerry Glossop, Street Superintendent
Dennis Barnts, Water Quality Superintendent
Jill Turner, Director of Finance
Roger Balbo, Engineering Division
Everett Swain, Engineering Division
(,:"",,~."'l
~emnrandum
July 11, 1996, 1995
'(lIoo:
. .-
.. .
Jill TWnex & Pete Loviovich' .
~dO
Jifrom:
James H. Olson; Assistant City Engineer
~ubjed: PROGRESS PAYMENT NO. 4th & FINAL OAK STREET L.r.D.
Nortiu:iver EtcaVatioo Pipeline CcnlI:dlr, Inc. has requeslI:d a fourth and final prDgleSs payment en !he Oak:
Street L.I.D. Project No. 93-08. Payment is shown on the following payment schedule:
Contractor: Northriver Excavation
. Pipeline' Contractor Inc.
P. O. Box 696
Gold HilI, OR 97525
Project No. 93-08
Purchase Order: No. 2141
Contract Amount: $67,404.50
Project Title: Oak Street L.I.D.
Account No.
260-51-620.750 (Storm Drain)
41()"23-704.351 (L.I.D.)
$2,230.00 $20,507.50
$1 I.I 81. 67 . $68.943.83 .
$13,411.67 $89,451.33'
PAYMENT SCHEDULE
DEScRlPTION TOTAL COST TO PAYMENT TO CURRENT
DATE DATE
Construction Costs $89,451.33 $80,041.75 $9,409.58
Retainage - 5 % .0- ($4,002.09) $4,002.09
Net Due . $89,451.33 $76,039.66 $13,411.67
cc: Jerry Glossop
Bud Hop, Northriver Excavation
(",-~=.m=)
...
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~emnrandum
October 23, 1995
'(lIlt:
Paul Nolte,' Jill Turner
Jlf rom:
James H. Olson, Assistant City Engineer
~ ubjed:
LANCE PUGH ASSESSMENT
In response to Lance Pugh's request for a re-apportionment of assessments for the Oak Street L.I.D., the
following frontages and rates will apply for the final. Since I have not yet received a copy of the deed creating
the new lot an assumption is made the lot does conform to Lot 2, Block 20 of the Chitwood Tract.
PROPOSED FINAL ASSESSMENTS
FOR BLOCK 20
(bounded by Oak, 'B', Pioneer and' A' Streets)
LOT OWNERSHIP DESCRIPTION FRONT- ASSESS- AMOUNT
NO. AGE MENT
RATE
39-lE- Cantwell, Thomas Lots 3, 4, and 5, 600.00' $110/foot $66,000
9BA D. & Roselyn N. Block 20 of the
Tax 957 Harmony Ln Chitwood Tract
Lot ASHLAND OR to the City of
14000 97520 Ashland
39-1E- American Exchange Lot 2, Block 20 200.00' $11O/foot $22,000
9BA Service Inc. of the Chitwood
Tax c/o Carolyn Tracts to the
Lot Brafford City of Ashland
14001 2007 Coles tine Rd
ASHLAND OR
97520
39-lE- Pugh, Lance K. and Lot 1, Block 20 350.00' $ IlO/foot $38,500
9BA Elizabeth Ann of the Chitwood
Tax 882 'B' Street Tracts to the
Lot ASHLAND OR City of Ashland
14500 97520
PAGE 1-(""",ID=IpUJ:!u..-u.Man)
Please note that the division of the Cantwell Lot (39- lE-9BA, Tax Lot 14000) is not as first proposed by Pugh
and Cantwell. The engineering staff was given instructions by Pugh to divide the parcel on the center of the .
common driveway and that a boundary line adjustment was in proceSs. This division would provide CantWell .'
with 568 feet of frontage and Pugh with 582 feet. Apparently PUgh did notwish to e)Cpend the money neCessary
to finalize the lot line adjustment and went back to the original Chitwood TraCt lot configuration since he could do
that virtually without cost.' ..
Resolution No. 14 established the assessment rate as well as the individual lot as~sments. (See attached copy.)
As you can see, Cantwell's assessment has gone from $56,800 to $66,000. This is a 16.2% increase over the
resolution rate and is not possible under our assessment code.
I propose that this difference between the Cantwell and Pugh frontages be resolved before any payments are made
on this L.I.D.
cc: Steve Hall
John McLaughlin
Barbara Christensen
PAGE 2~",'~h=~=)
.'
, .
(I
RESOLUTION NO. 94-. I '-/
A RESOLUTION AUTHORIZING AND ORDERING THE LOCAL IMPROVEMENTS FOR
UTILITY UNDERGROUNDING, STREET TREES AND STREET LIGHTING FOR THE
OAK STREET LOCAL IMPROVEMENT DISTRICT AND AUTHORIZING THE . .
ASSESSMENT OF THE COST OF THE IMPROVEMENTS AGAINST PROPERTY TO
BE BENEFITED AND PROVIDING THAT WARRANTS ISSUED FQB THE COST OF
. THE IMPROVEMENT BE GENERAL OBLIGATIONS OF THE CITY~F ASHLAND.
RECITALS:
A. The Council has declared by resolution its Intention to develop the improvements described in the
above title and the improvement resolution previously adopted and to assess \lpon each lot or part of lot
'. benefited by the improvement its proportional share of the cost of the improvement as provided by the
Charter of the City of Ashland: and
B. Notice of such intention has been duly given and pUblished as provided by the charter and
. ordinances of the City of Ashland, a public hearing was held and it appears to the Council that such
Improvements are of material benefit to the City and all property to be assessed will be benefited to the
extent of the probable amount of the respective assessments to be levied for the costs;
. THE CITY COUNCIL OF THE CITY OF ASHLAND RESOLVES:
SECTION 1. The council intends to make local Improvements to provide the improvements described in
the above title. Such improvements will be in accordance with costs estimated to be $143,086 all of .
which will be paid by special assessments on benefited properties. Costs will be allocated on the basis
of front footage of each tax lot on the affected streets. Those tax lots will be assessed as specified on
the attached Exhibit A
SECTION 2. A local improvement district is created and shall consist of all the tax lots described in the
attached Exhibit A The district shall be called the Oak Street Local Improvement District.
This resolution was read by tme only in accordance with Ashland Municipal Code 92.04.090 and duly
PASSED and ADOPTED this IS }),day of )))c,.>.t!..I.v ,1994.
q-../
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~,k 7/U;t:/'.f:L..<.-
Nan E. Franklin. City Recorder
SIGNED and APPROVED this /r:;:,)i;. day of /) Z"L--r-c.VL--
. 1994.
r4:~)[/{~C~
Catherine M. Golden, Mayor
PAGE 1-FORMATION RESOLUTION "",,;1,\='.1"..,.)
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RESOLUTION NO. 96-
A RESOLUTION LEVYING SPECIAL BENEFIT ASSESSMENTS IN THE
AMOUNT OF $157,394.60 FOR UTI LIlY UNDERGROUNDING, STREET
TREE PLANTING AND STREET LIGHTING IMPROVEMENTS IN LOCAL
IMPROVEMENT DISTRICT NO. 70
RECITALS:
A. The City of Ashland has constructed utility undergrounding, street tree planting
and street lighting in local improvement district no. 70 during 1995-96.
B. The total assessment for these improvements is in the amount of $157,394.60.
C. The total assessments in this district are reasonable assessments and the
assessments charged against each lot is according to the special and peculiar
benefits accruing to it from the improvements. The council finds that the
evidence presented by James H. Olson in his final report of September 25,
1996 is convincing and accepts such evidence as the basis to support the
conclusions recited above.
D. Special benefit assessments should now be levied against property benefitted to
defray the expense thereof.
THE CllY OF ASHLAND RESOLVES AS FOLLOWS:
SECTION 1. The amount of the assessment to be charged against each lot within the
local improvement district according to the special and peculiar benefits accruing to
each lot for these improvements are set forth in the attached Exhibit A.
. SECTION 3. Any owner of property assessed for $100.00 or more may request the
payment be extended in the manner and under the provisions of the Bancroft Bonding
Act, if the request is made within thirty days after notice of the assessment is received.
.SECTION 4. All assessments using the Bancroft Bonding Act are required to pay in
20 semi-annual installments together with interest. Interest charged will be the actual
bond sale rate plus 1-1/2 percent, with a maximum of 10 percent.
SECTION 5. Classification of the assessment. The assessments specified in sections
1 of this resolution are classified as not subject to the limits of Section 11 b of Article XI
of the Oregon Constitution.
The foregoing resolution was READ BY TITLE ONLY and DULY ADOPTED at a regular
meeting of the City Council of the City of Ashland on the _ day of
199 .
PAGE 1-LEVYING ORDINANCE (p:formoU",4.RooI
Barbara C:. Christensen, City Recorder
SIGNED and APPROVED this day of
Reviewed as to form: .
Paul Nolte, City Attorney
PAGE 2-LEVYING ORDINANCE (p:lomwI6d4.RooI
f
,1995.
Catherine M. Golden, Mayor
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OAK STREET
DISTRICT
L.I.D. NO.
BOUNDARIES
70
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CITY OF ASHLAND
MEMORANDUM
Department of Community Development
Planning Division
DATE:
November 1, 1996
TO:
Honorable Mayor and City Council ~
John McLaughlin, Director of Community Developmen~
Refund of appeal fees - Planning Action 96-047
FROM:
RE:
You have received a letter from Dorothy Smith regarding the refund of the appeal fee
for the above referenced planning action. Given the history of this action, her view of
the events leading to the appeal are understandable. Hopefully, I can add some
clarification to the issue.
The original application involved a request for a 6-lot subdivision. After holding the
public hearing, the Planning Commission deadlocked in their vote. After some
discussion informing them that a tie vote was a "non-decision," one commissioner stated
that he would change his vote in order to make an affirmative decision for denial. The
Planning Commission chair then asked the applicant if he wished to have a continuance
of the hearing in order to redesign for a 5-lot subdivision rather than receive a denial for
the 6-lot request. The applicant agreed to the continuance. The Planning Commission
did not make a final decision at that hearing.
The following month, the applicant returned with a 5-lot design, but stated that after
considering his options, he was requesting that the Planning Commission make a final
decision on the original 6-lot subdivision, utilizing the 5-lot design for comparison. He
either wanted the original 6-lot subdivision approved or denied, and that the 5-lot option
was not on the table for consideration.
After accepting public testimony regarding the request, the Planning Commission
approved the 6-lot subdivision. As was stated earlier, they had the option of denying the
request or approving it. In my opinion, the applicant was within his rights to request a
final decision on his originally submitted application.
It should also be noted that the Commission's vote during the first hearing took place
very close to 11:00 p.m., the required end of their meeting. The discussion involving the
continuance took place in a very limited time period, and the applicant was asked to
respond in approximately one minute. The options associated with the decision were not
fully discussed as the meeting was adjourned. I believe this "quick ending" to the
meeting added to the misunderstanding associated with this action.
Ms. Smith's letter states that the applicant should not have been allowed to come back
with the original 6-lot design. However, since the Planning Commission never made a
final decision regarding the 6-lot request at the first hearing, the applicant was entitled to
have that design fully considered.
This was a complex action, but I do not believe that the Planning Commission erred in
its original approval of the application. Given their findings, their decision was justified.
As noted by the split votes at both hearings, there was plenty of room for discretion in
the interpretation of the ordinance. Similarly, the decision of the City Council was a
split vote, with very good points made on each side of the argument. The adopted
findings support the final decision, again with valid interpretations of our ordinance.
The appeal process is designed to raise these issues before the City Council, and for that
body to make the final decision of the City. This is especially important in instances
such as this where the decision is coming down to an interpretation of the ordinance.
Our land use appeal process does not have a refund provision, primarily since no matter
the "winner or loser" there is a significant cost to process the request. The City Council
has directed the Staff, through the Cost of Services study, to attempt to have fees cover
the costs of administering our ordinances. Further, many times the final decision of the
city is not clearly an approval or denial, but perhaps a modification of the original
request with additional conditions. In those instances it would be nearly impossible to
determine if an appeal fee should be refunded.
In Staff's opinion, unless it can be clearly shown that a grievous error was made during a
land use hearing we do not generally believe that refunds of appeal fees should be
granted. In this instance, the issue was a disputed interpretation of the ordinance
regarding the provision of open space bonuses. We do not believe this to be a grievous
error. The Council, however, has the wide discretion to determine the appropriate
action for each individual instance. It is hoped that this information will assist you in
making your final decision on this issue.
October 28, 1996
Ashland City ColDlcil
20 E. Main
Ashland, OR 97520
RE: REFUND OR W AlYER OF $250 FILING FEE FOR THE APPEAL OF THE
PLANNING ACTION #96-047 - BlRNAM WOODS SUBDMSION
Members of the City COlDlcil:
As you know, last April the Planning Commission voted on the 6 lot Birnam Woods
Subdivision proposal and it did not pass. Barbara Jarvis then made a mli~g. The
perimeters were quite specific. She presented the developer with two options. Either the
Commission would vote and deny his proposal for a 6 lot subdivision (which she
stated they were going to do) and the applicant could then appeal their decision, or
he could ask for a continuance to return with a 5 lot proposal. By offering the
applicant a continuance, the door was open for him to come back with the 5 lot proposal
without having to pay any additional fees. The choice was his. The applicant said he
preferred (and he accepted) the terms oCthe continuance. He did not choose to have
the Commission vote and then have to appeal their denial.
ORDINANCE #18.88.030.A.5.b. states, "The Planning Commission may approve or
disapprove the outline plan and application or require changes, or impose conditions of
approval which it fmds necessary to conform with the standards of this ordinance and
the purpose of this Chapter, Approval of the outline plan and application, and conditions
of approval are final to all issues resolved at that time unless appealed."
At the second hearing in May, the applicant submitted a 5 lot proposal that he had
presented at a neighbOlhood meeting. It was a poorly planned and unrealistic hand-
drawn rendering with inflated building envelopes and nothing drawn to scale. It was
obviously a worse case scenario being used as a lever to resubmit the already debated 6
lot proposal,'
The applicant never should have been allowed to come back in May and resubmit his 6
lot plan which did not meet all required ordinances, By ordinance, he was required to
adhere to the Planning Commission's ruling. He had the choice of having the
Commission vote against his proposal, in which case ifhe chose to pursue his 6 lot
proposal, he would have to make an appeal against the decision. The Chairperson
stated at the May hearing that the Commission could not tell the applicant what to do, but
could only make suggestions. As we can see in the above Ordinance, this was clearly an
error.
J
!l
l
~
k
I
I
,
The Planning Commission went on to approve the 6 lot subdivision and our
neighborhood was forced to be the ones to appeal its decision. This Council, thankfully,
approved the appeal and the 6 lot proposal was denied.
Because of the generous outpouring of support from our neighborhood, I personally
ended up making very little financial contnbution to this appeal. Therefore, it is not for
myself that I am requesting a refund of the $250 filing fee required. (If approved, all
contributions will be returned in full to those who made them.) It was difficult accepting
money from my elderly and single parent neighbors, most being on a fixed income.
Though the contributions were small, several were certainly a sacrifice. And had it not
become very obvious to me how much this gave them a sense of ownership and
participation in what we all considered a critical and worthy cause; and even more
importantly, made them feel like they were taking a part in regaining some sense of
control back into their lives, I would not have accepted a dime.
I realize that receiving a refund request is not the norm for this Council. However, in
light of the errors made by the Planning Commission and the fact that the neighbors
really never should have been the ones to make the appeal in the first place, I submit that
approving the refund would not only be the right thing to do, but it would be an
enormous gesture on the part of this Council and the City of Ashland to do so,
Thank you for your consideration.
Sin
P.S. At the last Council Meeting, question was raised as to why I waited so long to
request this refund. I apologize if this is a problem, but I would like you to know that I
was at the August City Council Meeting immediately following the Bimam Woods
Subdivision appeal to make the refund request. However, I was advised by a Council
Member to return to a later meeting since some members of the Council were not
present. Unfortunately, I was out of state on business during the September Council
Meetings and did not have the opportunity to appear until two weeks ago.
October 28, 1996
Ashland City Council
20 E. Main
Ashland, OR 97520
RE: REFUND OR WAIVER OF $250 FH..ING FEE FOR THE APPEAL OF THE
PLANNING ACTION #96-047 - BIRNAM WOODS SUBDIVISION
Members of the City Council:
As you know, last April the Planning Commission voted on the 6 lot Birnam Woods
Subdivision proposal and it did not pass. Barbara Jarvis then made a ruling, The
perimeters were quite specific. She presented the developer with two options. Either the
Commission would vote and deny his proposal for a 6 lot subdivision (wbich she
stated they were going to do) and tbe applicant could tben appeal their decision, or
he could ask for a continuance to return witb a 5 lot proposal. By offering the
applicant a continuance, the door was open for him to come back with the 5 lot proposal
without having to pay any additional fees. Tbe cboice was bis. The applicant said he
preferred (and be accepted) the terms of tbe continuance. He did not choose to have
the Commission vote and then have to appeal their denial.
ORDINANCE #18.88.030.A.5.b. states, "The Planning Commission may approve or
disapprove the outline plan and application or require changes, or impose conditions of
approval wbicb it finds necessary to conform with the standards of this ordinance and
the purpose of this Chapter. Approval of the outline plan and application, and conditions
of approval are final to all issues resolved at that time unless appealed."
At the second hearing in May, the applicant submitted a 5 lot proposal that he had
presented at a neighborhood meeting. It was a poorly planned and unrealistic hand-
drawn rendering with inflated building envelopes and nothing drawn to scale. It was
obviously a worse case scenario being used as a lever to resubmit the already debated 6
lot proposal.
The applicant never should have been allowed to come back in May and resubmit his 6
lot plan which did not meet all required ordinances, By ordinance, he was required to
adhere to the Planning Commission's ruling. He had the choice of having the
Commission vote against his proposal, in which case ifhe chose to pursue his 6 lot
proposal, be would bave to make an appeal against the decision. The Chairperson
stated at the May hearing that the Commission could not tell the applicant what to do, but
could only make suggestions. As we can see in the above Ordinance, this was clearly an
error.
"
.'
The Planning Commission went on to approve the 6 lot subdivision and our
neighborhood was forced to be the ones to appeal its decision. This Council, thankfully,
approved the appeal and the 6 lot proposal was denied.
Because of the generous outpouring of support from our neighborhood, I personally
ended up making very little financial contribution to this appeal. Therefore, it is not for
myself that I am requesting a refund of the $250 filing fee required. (If approved, all
contributions will be returried in full to those who made them.) It was difficult accepting
money from my elderly and single parent neighbors, most being on a fixed income.
Though the contributions were small, several were certainly a sacrifice. And had it not
become very obvious to me how much this gave them a sense of ownership and
participation in what we all considered a critical and worthy cause; and even more
importantly, made them feel like they were taking a part in regaining some sense of
control back into their lives, I would not have accepted a dime.
I realize that receiving a refund request is not the norm for this Council. However, in
light of the errors made by the Planning Commission and the fact that the neighbors
really never should have been the ones to make the appeal in the first place, I submit that
approving the refund would not only be the right thing to do, but it would be an
enormous gesture on the part of this Council and the City of Ashland to do so.
Thank you for your consideration.
P.S, At the last Council Meeting, question was raised as to why I waited so long to
request this refund. I apologize if this is a problem, but I would like you to know that I
was at the August City Council Meeting immediately following the Birnam Woods
Subdivision appeal to make the refund request. However, I was advised by a Council
Member to return to a later meeting since some members of the Council were not
present. Unfortunately, I was out of state on business during the September Council
Meetings and did not have the opportunity to appear until two weeks ago,
Office of the City Attorney
(541) 482-3211, Ext. 59
CITY OF ASHLAND
20 East Main, Ashland, OR 97520
(541) 488-5311 - Fax
MEMORANDUM
DATE:
October 24, 1996
TO:
Mayor and City Council
FROM: V'--' Paul Nolte, City Attorney
RE: City Uability to Employees for PERS Pickup After the Demise of
Measure 8
J
The appellate 'judgment has now been entered in the Ballot Measure 8 (1994) case
regarding the validity of the constitutional amendment affecting the Public Employees'
Retirement System (PERS)'. Measure 8 added three sections to the Oregon
Constitution which changed how public employers were to treat public employees'
PERS pick-up, the guaranteed rate of return and sick leave credit. As you know, the
Oregon Supreme Court on June 21, 1996, held that all three sections violated the
Contracts Clause of the United States Constitution. The court held that Measure 8 was
an impairment of an employee's retirement contract under the federal constitution
Contract Clause. All three sections of Measure 8 were declared void.
After the adoption of Measure 8 in November 1994, the city discontinued the PERS
pick-up on the Municipal Judge and City Recorder. All other employees of the city
were either subject to collective bargaining agreements or individual agreements that
required the city to continue the pick-up. For employees hired after the implementation
date of Measure 8 (January 1, 1955), however, the city did not pick-up PERS unless
the employees were members of a collective bargaining unit.
Because the city provided the PERS pick-up prior to the implementation of Measure 8,
it has a 'contractual obligation to provide an undiminished level of benefits at a fixed
cosf." The city is legally obligated to reimburse those employees who were required
to make their own PERS contributions.
1 Oregon Police Officers' Assn v. State of Oregon, 323 Or 356, 918 P2d 765 (1996).
2 Id. 323 Or at 375.
Mayor and City Council
October 29, 1996
Pace 2
The contributions made by the municipal judge in lieu of the pick-up discontinued by
the city should be repaid by the city. In order to make the judge whole, the amount
should be repaid with interest at the statutory rate of 9% per annum3. .
A slightly different issue is involved with the city recorder. The city never picked-up the
current city recorder's PERS contribution because the recorder took office after the
effective date of Measure 8. Since the entire measure was declared void by the court,
however, the city recorder should be treated the same as the judge: the contributions
made by the city recorder in lieu of the pick-up not made by the city should be repaid
by the city to the recorder. In order to make the recorder whole, the amount should be
repaid with interest at the statutory rate of 9% per annum.
The same analysis should be applied to those employees who were hired after
. January 1, 1995, and who were not members of a collective bargaining unit. The city
never. picked-up those employees' PERS contributions and these employees, except
as noted below, should be reimbursed by the city with interest as described above.
PERS has now advised the city (and all other municipal governments using PERS) that
the formula specified by PERS for paying retirement contributions after Measure 8 was
wrong. This error affected those employees required to pay their own PERS pick-up
and it caused them to overpay their contributions. For persons still employed by the
city (e.g. the judge and recorder) PERS has presented the city with a method for
resolving such overpayments through adjustments to Mure contributions. For those
employees no longer employed by the city, PERS has yet to determine the method by
which these ex-employees are to be credited with their overpayments. Until PERS has
computed the amount of overpayments and the method by which the ex-employees
are to be credited, the city cannot compute the amount of reimbursement it is to make
to such employees.
(p:e1o\pen,opnl
3 ORS 82.010.
(~Irl'Y Ol~ llSIII...l.\.NJ) 1~1..1~(~rl'lll(~
I)O"TI~U i.\.NJ) 1.t1(;lIrl' 1)1~I.Allrl'~II~Nrl'
IhREcron: PETER tovROYleR
DATE: OcroBEB 1996
Mui I HL Y HiPUHI
lflNIIUlIN If AY S'l'IlIm'I'
1..1(;11'1' IlIU.O(~A'I'ION
!ION'I'IU.y AC'I'IVI'I'Y
Ib,>>oll'I'
Work has been completed along
Winburn Way relocating
existing street lights from the
center of the sidewalk to behind
the sidewalk. This project covers
the area from the Hillah Temple
to Nutley St. along Winburn
Way. This will allow the free
movement of all of our
pedestrians within this area of
the park. This type of project
will be ongoing throughout the
City until we have all sidewalks
free of obstructions.
New Primary (Feet)
New UG Services
New OR Services
Services Replaced
Temp Svc Installed
Temp Svc Removed
Residential Meters
Commercial Meters
Trans Installed
Trans Removed
Total KV A Increase
4094.5
St Lights Installed
St Lights Repaired
Poles Installed
Poles Removed
Total Wire Used (ft)
Conduit Used (feet)
UG Power Locates
Delinquent Accts
Delinq Disconnects
Total Connects
Total Disconnects
VAN N I~SS S'l'IIEE'I'
1"'611'1' PIlO.JEC'I'
While the Public Works
Department is preparing to
rework Van Ness Street between
Oak Street and Helmen Street
the Electric Department will be
installing street lights adjacent
to the new proposed sidewalks.
Van Ness Street is currently not
lit with lights. This addition will
enhance public safety along this
route.
QCT.
6160
10
2
2
4
6
11
4
3
1
150
12
14
1
o
9560
5920
149
528
40
390
196
YTI2
46070
81
5
62
47
49
70
18
83
41
70
193
29
19
77875
45160
1342
4166
639
3690
2454
Umumll GUI..c1l I)OlVl~1l
DOUSI~/DYJ)llo (;I~NlmA'I'OIl
I?oll YOUIl INI~OllltIA'I'ION:
I)OWER (~OST (~OMPARISON
The Electric Department is
currently engaged in the process
of obtaining a contractor in
order to replace the main '
generator bearings within the
Hydro Generator at Reeder
Gulch. While this work is being
done mechanical support will
also be added to the pelton
wheel portion of the plant for
added support and to ensure
longer intervals between repairs.
During 1995 the Hydro
Generator produced in excess of
$100,000.00 dollars in revenue
for the City of Ashland. Weare
investigating if we might be able
to increase the output of our
generator in order to further
benefit from this source of
revenue.
I) ACIFIC. I)OWER AND LIGHT -
Residential Service
1746 KWH
Energy Charge
Basic Charge
TOTAL
$94.31
$6.00
$100.31
CITY OF AsULAND I~LECTIUC -
Residential Service
1746 KWH
Energy Charges
(Includes Basic Charge)
Electric Users tax
TOTAL
$80.00
$20.00
$100.01
1~I..I~C'l'lUC ))I~I. All'nmN'I'
TI~A~I UUIl..IlINH
The Electric Department
engaged in a team building
exercise with Bill Mathis. This
is the first time our department
has had an opportunity to have
all employees participate in this
type of team building. Overall
census was very good, all
participants, were very open and
objective. We were able to
compile a list of goals and
objectives that we feel will be
very beneficial in our quest to be
most efficient and to achieve job
satisfaction. Our team building
exercise will be very beneficial
during our Strategic Plan.
. .' -
CITY OF ASHLAND MONTHLY ELECTRIC
DEMAND AND CONSUMPTION TOTALS
ELECTRIC CONSUMPTION
ELECTRIC DEMAND
----~---------
17
8
16.10 ~~~ " .
""
I '"
'"
I /~"' In>INC~~ SDUETD
'"' otlNI lNGPERtDD
/
" ~,I/
'"
1
lL913.703 " ,
<S2Ol,lll8)
1/ 1 II
! I~
lL013.9~~ 1 , 1Q.72:~.z~
(.f;18~f>) ($247,301)
! !
I ,
I , ^
( 1
1 ,
29,120 I
(-'~"1O)
,
! \
. ,
I
1 ,
/ ,
; ,
, I
! !
, ,
I ,
1/
23.19:5
(.f;'J9.~
",no
'-'98178>
16
15
14
13
"...... 12
.1:
::3 11
.x
'-/
Z 10
Cl
t-t
I-
CL
L
:::)
(I')
Z
o
U
9
7
6
5
4
3
2
JUL AUG SEP'" OCT NOV DEC JAN FEB MAR APR MAY ,JUN
FISCAL YEAR 1996 ~ 1997
YEAR TO DATE TOTAL CONSUMPTION
YEAR TO DATE TOTAL DEMAND
49,761,505 KIJh
109.514 KIJ
$908,592
$471.677
.38
37
36
35
34
33
32 "......
~
31 .x
'-/
30 ,:::a'
Z
29 <I:
L
W
28 ,:::a
27
26
25
24
23
CITY OF ASHLAND
,.."
Q:
o
III
...
~
FINANCIAL REPORT
For the three months ended September 30, 1996
~emora:ttdum
October 25, 1996
ijt 0:
~ubjed:
Mayor and City Council
Jill Turner, Director of Finance ~
Financial Report for September 30, 1996
JIf rom:
Attached is the September 30, 1996 Financial Report for the City of Ashland. It does not
include the Parks and Recreation Commission reports, which will be released to the
commissions. Unaudited balance sheets, expenditure and revenue reports are available for
review in the Finance Office.
Bude:etarv Compliance The fIrst 18 pages are the Statement of Resources and Expenditures
for the three months ended September 30, 1996. Page 19 is a Summary Statement of
Resources and Expenditures for the fIrst three months. Page 20 is a listing of Cash and
Investments by Fund and Investments by type and holder. The statements are prepared on the
budgetary basis o(accounting. The expenditures are listed in the same classifIcations as the .
adopted budget, therefore showing budgetary compliance. Budgetary non-compliance is not an
issue this early in the 'fIscal year.
Individual Funds
General Fund The General Fund resources are at 32.76% of budget which is comparable with
last year. The carryover to the 1996-97 Budget (fund balance at June 30, 1996) was
$1,073,000 which is $93,000 above the previous year.~ Expenditures are at 23.07% of Budget
compared to 22.74% last September. The September 30, 1996 Fund Balance is $70,000 above
this time last year. These indicators all point to a steady performance by the General Fund.
Cemetery Fund The fund balance of $72,500 is within $700 of the balance at the same time
as last year, again an indication that the fund is following projections.
Street Fund This fund shows a high fund balance due to the delays in the Fordyce/ Wightman
storm drain project. This project should be completed by September 1998 for a cost of
$200,000.
Ambulance Fund Gross revenues within this fund are as budgeted. Collections have been
slower than anticipated. Overtime has been higher than expected, due to the volume of calls
plus vacations in the s~me month.
Water Fund In the spring of 1994, the City adopted a.new water rate schedule which was
designed to encourage conservation. Financial stability was an accepted weakness in the rate
design. In the summer of 1994, the City earned !I).ore than expected with the very hot, dry
summer. With the cool wet summer of 1995, the City earned less than the previous year, even
with an intervening rate hike of 20%. This summer was hot with an adequate water supply
and consumption rose. Revenues increased $232,290 over the previous year.
Sewer Fund The Sewer Fund is preforming as expected. Staff will update the sewer rate
model and bring back the plan for rate review in February. Public Works is fInalizing the
contract for design of the plant and Finance is reviewing debt fInancing options.
Electric Fund The Electric Fund revenues are $59,000 more than at this time last year. This
is primarily due the increase in the air conditioning load. '
Summarv of Funds This page is new so no comparisons can be made to other years. Overall
numbers look reasonable.
Cash and Investments The total cash and investments dropped with the privatization of
AsWand Community Hospital. The city investments yield was 5.68% as of September 30,
1996.
GraDhs Attached are three graphs comparing an AsWand utility customer to a Medford
customer. The quantities used for comparisons were based on the use of an average AsWand
utility user.
j ill\ wp\counciI\qfs\qfsept. 96
CITY OF ASHLAND
STATEMENT OF REVENUES AND EXPENDITURES
(BUDGETARY BASIS)
For the three months ended September 30, 1996
GENERAL FUND
BUDGET ACTUAL VARIANCE %
RESOURCES
Working Capital Carryover 976,000 1,072,542 -96,542 109.89%
---------- ----------- ----------
Taxes 4,71.3,000 946,002 3,766,998 20. on
Licenses and Permits 339,000 122,673 216,327 36.19%
Intergovernmental Revenue 464,000 38,609 425,391 8.32%
Charges for Services 429,000 103,126 325,874 24.04%
Fines and Forfietures 193,000 49,161 143,839 25.47%
Interest on Investments 54,000 21,171 32,829 39.21%
Miscellaneous Revenues 64,000 15,808 48,192 24.70%
---------- ----------- ----------
TOTAL 7,232,000 2,369,092 4,862,908 32.76%
EXPENDITURES
Human Resources 82,000 45,485 36,515 55.47%
Economic Development 251,000 71,815 179,185 28.61%
Miscellaneous 84,000 5,372 78,628 6.40%
Debt Service 87,000 43,465 43,535 49.96%
Operating Transfers Out 189,000 23,000 166,000 12.17%
Operating Contingency 192,000 0 192,000 .00%
Police 2,426,000 592,209 1,833,791 24.41%
Municipal Court 183,000 45,191 137,809 24.69%
Communications 745,000 90,393 654,607 12.13%
Fire 1,883,000 503,235 1,379,765 26.73%
Senior Program 127,000 30,455 96,545 23.98%
Planning Division 487,000 112,649 374,351 23.13%
Building Division 340,000 69,257 270,743 20.37%
---------- ----------- ----------
TOTAL EXPENDITURES 7,076,000 '1,632,526 5,443,474 23.07%
---------- ----------- ----------
ENDING FUND BALANCE 156,000 736.566 -580,566 472 .16%
1
CITY OF ASHLAND
STATEMENT OF REVENUES AND EXPENDITURES
(BUDGETARY BASIS)
For the three months ended September 30, 1996
,
CEMETERY FUND
BUDGET ACTUAL VARIANCE %
RESOURCES
Working Capital Carryover 104,000 115,357 -11,357 110.92%
---------- ----------- ----------
Taxes 166,000 2,628 163,372 1. 58%
Charges for Services 48,000 23,115 24,885 48.16%
Interest on Investments 6,000 1,291 4,709 21. 52%
Operating Transfers In 45,000 7,471 37,.529 16.60%
---------- ----------- ----------
TOTAL 369,000 149,862 219,138 40.61%
EXPENDITURES
Personal Services 101,000 26,296 74,704 26.04%
Materials and Services 139,000 50,559 88,441 36.37%
Capital Outlay 35,500 0 35,500 .00%
Operating Transfers Out 500 500 0 100.00%
Operating Contingency 15,000 0 15,000 .00%
---------- ----------- ----------
TOTAL 291,000 77,355 213,645 26.58%
---------- ----------- ----------
TOTAL EXPENDITURES 291,000 77,355 213,645 26.58%
---------- ----------- ----------
ENDING FUND BALANCE 78,000 72,507 5,493 92.96%
2
CITY OF ASHLAND
STATEMENT OF REVENUES AND EXPENDITURES
(BUDGETARY BASIS)
For the three months ended September 30, 1996
3
CITY OF' ASHLAND
STATEMENT OF REVENUES AND EXPENDITURES
(BUDGETARY BASIS)
For the three months ended September 30, 1996
COMMUNITY BLOCK GRANT FUND
RESOURCES
Intergovernmental Revenue
TOTAL
EXPENDITURES
Personal Services
Materials and Services
Capital Outlay
TOTAL
TOTAL EXPENDITURES
ENDING FUND BALANCE
BUDGET ACTUAL VARIANCE
400,000 13,736 386,264
---------- ----------- ----------
400,000 13,736 386,264
37,000 7,774 29,226
302,767 8,596 294,.171
58,700 0 58,700
---------- ----------- ----------
398,467 16,370 382,097
---------- ----------- ----------
398,467 16,370 382,097
---------- ----------- ----------
1,533 -2,634 4,167
%
3.43%
3.43%
21.0l'lr
2.84%
.00%
4.11%
4.11%
-171.82%
)
~~vp.
/5
4
CITY OF ASHLAND
STATEMENT OF REVENUES AND EXPENDITURES
(BUDGETARY BASIS)
For the three months ended September 30, 1996
STREET FUND
RESOURCES
Working Capital Carryover
Taxes
Intergovernmental Revenue
Charges for Services
Interest on Investments
Miscellaneous Revenues
TOTAL
EXPENDITURES
Personal Services
Materia'ls and Services
Capital Outlay
Debt Service
Operating Transfers Out
Operating Contingency
TOTAL
TOTAL EXPENDITURES
ENDING FUND BALANCE
BUDGET
672,000
342,000
856,000
623,000
37,000
3,000
2,533,000
598,000
1,086,500
369,000
3,000
129,000
55,500
2,241,000
2,241,000
292,000
ACTUAL
724,682
75,000
142,296
162,416
8,068
52,768
1,165,230
147,465
253,663
o
1,493
o
o
402,621
402,621
762,609
5
VARIANCE
-52,682
267,000
713,704
460,584
28,932
-49,768
1,367,770
450,535
832,837
369,000
1,507
129,000
55,500
1,838,379
1,838,379
-470,609
%
107.84%
21.93%
16.62%
26.07%
21.81%
1,758.93%
46.00%
24.66%
23.35%
.00%
49.77%
.00%
.00%
17.97%
17.97%
261.17%
,.,.1, .'.
CITY OF ,'ASHLAND
STATEMENT OF REVENUES AND EXPENDITURES
(BUDGETARY BASIS)
For the three months ended September 30, 1996
.
AIRPORT FUND
BUDGET ACTUAL VARIANCE %
RESOURCES
Working Capital Carryover 27,000 30,502 -3,502 112.97%
---------- ----------- ----------
Charges for Services 56,000 14,063 41,937 25.11%
Interest on Investments 1,000 423 577 42.30%
---------- ----------- ----------
TOTAL 84,000 44,988 39,012 53.56%
EXPENDITURES
Personal Services 1,000 0 1,000 .00%
Materials and Services 48,000 11,725 36,275 24.43%
Capital Outlay 10,000 0 10,000 .00%
Operating Contingency 5,000 0 5,000 .00%
---------- ----------- ----------
TOTAL 64,000 11,725 52,275 18.32%
---------- ----------- ----------
TOTAL EXPENDITURES 64,000 11,725 52,275 18.32%
---------- ----------- ----------
ENDING FUND BALANCE 20,000 33,263 -13,263 166.31%
6
CITY OF ASHLAND
STATEMENT OF REVENUES AND EXPENDITURES
(BUDGETARY BASIS)
For the three months ended September 30, 1996
7
CITY OF ASHLAND
STATEMENT OF REVENUES AND EXPENDITURES
(BUDGETARY BASIS)
For the three months ended September 30, 1996
BANCROFT BOND FUND
RESOURCES
Working Capital Carryover
Assessment Payments
Interest on Investments
TOTAL
EXPENDITURES
Debt Service
TOTAL
TOTAL EXPENDITURES
ENDING FUND BALANCE
BUDGET ACTUAL VARIANCE
293,000 319,720 -26,720
---------- ----------- ----------
400,000 99,305 300,695
18,000 3,986 14,014
---------- ----------- ----------
711,000 423,011 287,989
536,000 0 536,000
---------- ----------- ----------
536,000 0 536,000
---------- ----------- ----------
536,000 0 536,000
---------- ----------- ----------
175,000 423,011 -248,011
8
%'
109.12%'
24.83%'
22.14%'
59.50%'
.oo%'
.oo%'
.oo%'
241.72%'
CITY OF ASHLAND
STATEMENT OF REVENUES AND EXPENDITURES
(BUDGETARY BASIS)
For the three months ended September 30, 1996
GENERAL BOND FUND
BUDGET ACTUAL VARIANCE %
RESOURCES
Working Capital Carryover 273,000 272,029 971 99.64%
---------- ----------- ----------
Taxes 190,000 2,932 187,068 1. 54%
Interest on Investments 14,000 4,071 9,929 29.08%
Operating Transfers In 266.000 266,000 0 100.00%
---------- ----------- ----------
TOTAL 743,000 545,032 197,968 73.36%
EXPENDITURES
Debt Service 470,000 274,206 195,794 58.34%
---------- ----------- ----------
TOTAL 470,000 274,206 195,794 58.34%
---------- ----------- ----------
TOTAL EXPENDITURES 470,000 274,206 195,794 58.34%
---------- ----------- ----------
ENDING FUND .BALANCE 273,000 270,826 2,174 99.20%
9
CITY OF ASHLAND
STATEMENT OF REVENUES AND EXPENDITURES
(BUDGETARY BASIS)
For the three months ended September 30, 1996
DEBT SERVICE FUND
BUDGET ACTUAL VARIANCE %
RESOURCES
Working Capital Carryover 109,000 106,223 2,777 97 . 45%
---------- ----------- ----------
Charges for Services 0 9,046 -9,046 .* ,***.**%
Interest on Investments 6,000 3,148 2,852 52.47%
Miscellaneous Revenues 10,000 0 10,000 .00%
Operating Transfers In 356,000 279,000 77,000 78.37%
---------- ----------- ----------
TOTAL 481,000 397,417 83,583 82.62%
EXPENDITURES
Debt Service 370,000 101,768 268,232 27.50%
---------- ----------- ----------
TOTAL 370,000 101,768 268,232 27.50%
---------- ----------- ----------
TOTAL EXPENDITURES 370,000 101,768 268,232 27.50%
---------- ----------- ----------
ENDING FUND BALANCE 111,000 295,649 -184,649 266.35%
10
CITY OF ASHLAND
STATEMENT OF REVENUES AND EXPENDITURES
(BUDGETARY BASIS)
For the three months ended September 30, 1996
AMBULANCE FUND
BUDGET ACTUAL VARIANCE %
RESOURCES
Working Capital Carryover 41,000 114,364 -73,364 278.94%
---------- ----------- ----------
Charges for Services 657,000 169,724 487,276 25.83%
Interest on Investments 3,000 140 2,860 4.67%
Miscellaneous Revenues 2,000 1,000 1,000 50.00%
---------- ----------- ----------
TOTAL 703,000 285,228 417,772 40.57%
EXPENDITURES
Personal Services 148,000 35,595 112,405 24.05%
Materials and Seryices 361,000 106,020 254,980 29.37%
Capital Outlay 8,000 0 8,000 .00%
Debt Service 153,000 12,000 141,000 7.84%
Operating Contingency 33,000 0 33,000 .00%
---------- ----------- ----------
TOTAL 703,000 153,615 549,385 21.85%
---------- ----------- ----------
ENDING FUND BALANCE 0 131,613 -131,613 **/***.**%
11
CITY OF ASHLAND
STATEMENT OF REVENUES AND EXPENDITURES
(BUDGETARY BASIS)
For the three months ended September 30, 1996
WATER FUND
BUDGET ACTUAL VARIANCE %
RESOURCES
Working Capital Carryover 1,659,000 2,111,760 -452,760 127.29%
---------- ----------- ----------
Charges for Services 2,856,000 1,154,879 1,701,121 40.44%
Interest on Investments 91,000 15,014 75,986 16.50%
Miscellaneous Revenues 30,000 97 29,903 0.32%
---------- ----------- ----------
TOTAL 4,636,000 3,281,749 1,354,251 71.25%
EXPENDITURES
Forest Inte'rface 100,000 5,737 94,263 5.74%
Operations 2,425,000 571,957 1,853,043 23.59%
Operating Transfers Out 266,000 266,000 0 100.00%
Operating Contingency 200,000 0 200,000 .00%
Conservation 90,000 23,280 66,720 25.87%
---------- ----------- ----------
TOTAL EXPENDITURES 3,051,000 866,877 2.184,123 28.41%
---------- ----------- ----------
ENDING FUND BALANCE 1,555,000 2,414,776 -859,776 155.29%
J~0 W- fiJ5t- JA' (!Jjvc;J
'~~;~
~^Pfl'""j UJ~.~
~~~1b
'~ ~
12
CITY OF ASHLAND
STATEMENT OF REVENUES AND EXPENDITURES
(BUDGETARY BASIS)
For the three months ended September 30, 1996
,
SEWER FUND
BUDGET ACTUAL VARIANCE %
RESOURCES
Working Capital Carryover 6,223,000 3,107,905 3,115,095 49.94%
---------- ----------- ----------
Taxes 917,000 249,779 667,221 27.24%
Charges for Services 2,181,000 559,315 1,621,685 25.64%
Interest on Investments 309,000 34,799 274,201 11. 26%
Miscellaneous Revenues 0 40 -40 *,***.**%
---------- ----------- ----------
TOTAL 9,630,000 3,951,838 5,678,162 41. 04 %
EXPENDITURES
OPERATIONS ,
Personal Services 527,000 121,705 405,295 23.09%
Materials and Services 937,000 205,559 731,441 21.94%
Capital Outlay 3,356,000 18,380 3,337,620 .55%
Debt Service 370,000 0 370,000 .00%
Operating Contingency 3,440,000 0 3,440,000 .00%
---------- ----------- ----------
TOTAL 8,630,000 345,644 8,284,356 4.01%
---------- ----------- ----------
TOTAL EXPENDITURES 8,630,000 345,644 8,284,356 4.01%
---------- ----------- ----------
ENDING FUND BALANCE 1,000,000 3,606,194 -2,606,194 360.62%
13
CITY OF ASHLAND
STATEMENT OF REVENUES AND EXPENDITURES
(BUDGETARY BASIS)
For the three months ended September 30, 1996
ELECTRIC FUND
BUDGET ACTUAL VARIANCE \
RESOURCES
Working Capital Carryover 1,358,000 1,430,900 -72,900 105.37\
---------- ----------- ----------
Intergovernmental Revenue 284,000 28,716 255,284 10.11\
Charges for Services 7,535,000 1,838,488 5,696,512 24.40\
Interest on Investments 60,000 14,159 45,841 23.60\
Miscellaneous Revenues 20,000 8,606 11,394 43.03\
---------- ----------- ----------
TOTAL 9,257,000 3,320,869 5,936,131 35.87\
EXPENDITURES
Conservation 461,000 87,562 373,438 18.99\
Operations 7,417,000 1,865,113 5,551,887 25.15\
Operating Contingency 500,000 0 500,000 .00\
---------- ----------- ----------
TOTAL EXPENDITURES 8,378,000 1,952,675 6,425,325 23.31\
---------- ----------- ----------
ENDING FUND BALANCE 879,000 1,368,194 -489,194 155.65\
14
CITY OF ASHLAND
STATEMENT OF REVENUES AND EXPENDITURES
(BUDGETARY BASIS)
For the three months ended September 30, 1996
CENTRAL SERVICES FUND
BUDGET ACTUAL VARIANCE %
RESOURCES
Working Capital Carryover 350,000 323,203 26,797 92.34%
---------- ----------- ----------
Charges for Services 2,465,000 '610,477 1.,854,523 24.77%
Interest on Investments 30,000 5,797 24,203 19.32%
Miscellaneous Revenues 5,000 1,340 3,660 26.80%
---------- ----------- ----------
TOTAL 2,850,000 940,817 1,909,183 33. on
EXPENDITURES
Administration 658,000 145,577 512,423 22.12%
Finance 1,070,000 242,326 827,674 22.65%
Operating Contingency 52,000 0 52,000 .00%
Recorder '107,000 19,924 87,076 18.62%
Public Works 573,000 129,777 443,223 22.65%
Computer Services 390,000 39,027 350,973 10. on
---------- ----------- ----------
TOTAL EXPENDITURES 2,850,000 576,631 2,273,369 20.23%
---------- ----------- ----------
ENDING FUND BALANCE 0 364,186 -364,186 **,***.**%
15
CITY OF ASHLAND
STATEMENT OF REVENUES AND EXPENDITURES
(BUDGETARY BASIS)
,
For the three months ended September 30, 1996
INSURANCE SERVICES FUND
BUDGET ACTUAL VARIANCE %
RESOURCES
Working Capital Carryover 1,070,000 1,135,606 -65,606 106.13%
---------- ----------- ----------
Charges for Services 370,000 169,575 200,425 45.83%
Interest on Investments 88,000 4,659 83,341 5.29%
Miscellaneous Revenues 10,000 4,642 5,358 46.42%
---------- ----------- ----------
TOTAL 1,538,000 1,314,482 223,518 85.4 n
EXPENDITURES
Personal Services 15,000 3.797 11,203 25.31%
Materials and Services 611,000 134,852 476,148 22. on
Operating Contingency 400,000 0 400,000 .00%
---------- ----------- ----------
TOTAL 1,026,000 138,649 887,351 13.51%
---------- ----------- ----------
TOTAL EXPENDITURES 1,026,000 138,649 887,351 13.51%
---------- ----------- ----------
ENDING FUND BALANCE 512,000 1,175,833 -663,833 229.65%
16
CITY OF ASHLAND
STATEMENT OF REVENUES AND EXPENDITURES
(BUDGETARY BASIS)
For the three months ended September 30, 1996
EQUIPMENT FUND
BUDGET ACTUAL VARIANCE
RESOURCES
Working Capital Carryover 1,697,000 1,676,599 20,401
---------- ----------- ----------
Charges for Services 1,106,000 257,108 848,892
Interest on Investments 100.000 20,602 79,398
Miscellaneous Revenues 20,000 2,495 17,505
---------- ----------- ----------
TOTAL 2,923,000 1,956,804 966,196
EXPENDITURES
Personal Services 158,000 38,931 119,069
Materials and Services 382,000 107,702 274,298
Capital Outlay 568,000 10,908 557,092
Operating Contingency 125,000 0 125,000
---------- ----------- ----------
TOTAL 1,233,000 157,541 1,075,459
---------- ----------- ----------
TOTAL EXPENDITURES 1,233,000 157,541 1,075,459
---------- ----------- ----------
ENDING FUND BALANCE 1,690,000 1,799,263 -109,263
17
%
98.80%
23.25%
20.60%
12.47%
66.95%
24.64%
28.19%
1. 92%
.00%
12.78%
12.78%
106.47%
CITY OF ASHLAND
STATEMENT OF REVENUES AND EXPENDITURES
(BUDGETARY BASIS)
For the three months ended September 30, 1996
18
CITY OF ASHLAND
STATEMENT OF REVENUES AND EXPENDITURES
(BUDGETARY BASIS)
For the three months ended September 30, 1996
SUMMARY OF FUNDS
BUDGET ACTUAL VARIANCE %
RESOURCES
Working Capital Carryover J.6,347,000 J.4,094,600 2,252,400 86.22%
---------- ----------- ----------
Taxes 6,598,000 1,339,654 5,258,346 20.30%
Licenses and Permits 339,000 J.22,673 2J.6,327 36.19%
Intergovernmental Revenue 2,578,000 326,468 2,251,532 J.2.66%
Charges for Services J.8,499,500 5,133,853 13,365,647 27.75%
Fines and Forfietures J.93,000 49,J.6J. J.43,839 25.47%
Assessment Payments 500,000 J.2J.,J.83 378,8J.7 24.24%
Interest on Investments 909,000 J.52,882 756,118 J.6.82%
Miscellaneous Revenues J.74,000 J.13,638 60,362 65.3H
Operating Transfers In 2,561,500 552,97J. 2,008,529 21.59%
---------- ----------- ----------
TOTAL 48,699,000 22,007,083 26,69J.,9J.7 45.J.9%
EXPENDITURES
Personal Services 9,86J.,000 2,359,037 7,50J.,963 23.92%
Materials and Services 13,828,267 3,370,529 J.0,457,738 24.37%
Capital Outlay 8,833,200 216,139 8,6J.7,06J. 2.45%
Debt Service 2,328,000 520,03J. J.,807,969 22.34%
Operating Transfers Out 977,500 567,97J. 409,529 58.J.0%
Operating Contingency 5,119,500 0 5,J.J.9,500 .00%
---------- ----------- ----------
TOTAL 40,947,467 7,033,707 33,913,760 J.7.J.8%
---------- ----------- ----------
ENDING FUND BALANCE 7,781,533 J.4,973,376 -7,221,843 J.93.17%
19
CITY OF ASHLAND
SCHEDULE OF CASH AND INVESTMENTS
September 30, J.995 and J.996
GENERAL
CEMETERY
BAND
COMMUNITY BLOCK GRANT FUND
STREET
AIRPORT
CAPITAL IMPROVEMENTS
HOSPITAL IMPROVEMENTS
BANCROFT BOND
GENERAL BOND
DEBT SERVICE
AMUBLANCE FUND
WATER QUALITY
WATER CONSTR. SUB-FUND
SEWER
SEWER CONSTR. SUB-FUND
ELECTRIC UTILITY
CENTRAL SERVICES
INSURANCE SERVICES
EQUIPMENT
CEMETERY TRUST
SKI PARK FUND
HOSPITAL
PARKS & RECREATION.
SUBTOTALS
PETTY CASH
GENERAL BANKING ACCOUNTS
L.G.I.P.
U S TREASURY BILLS & NOTES
BANKERS ACCEPTANCES
CERTIFICATES OF DEPOSIT
STATE & LOCAL INSTRUMENTS
U.S. GOV'T AGENCY INVEST
TOTAL
.
J.995 J.996
$ 666,969.87 $ 709,637.56
75,265.87 75,422.67
37,825.29 46,2J.8.65
(J.4,947.8J.) (J.,935.35)
570,2J.4.28 766,004.J.4
2J.,438.8J. 36,921. 5J.
350,521.87 659,043.72
306,333.38 0.00
506,070.24 420,409.43
252,386.98 27J., 925.03
22J.,J.47.J.2 295,648.35
0.00 8,093.05
671, 9J.8. 13 979,527.89
2,580,033.J.7 837,521.66
508,634.J.9 J.,075,362.40
J., 968, 878.20 2,094,728.53
95J.,646.14 1,J.40,4J.0.99
372,803.52 465,313.J.0
J., 089, 712.89 1,404,208.J.2
1,639,429.65 J.,80J.,905.67
6J.9,066.06 628,607.8J.
530,795.00 564,363.00
5,584,3J.8.50 0.00
949,225.05 J.,378,406.76
-------------- --------------
20,459,686.40 J.5,657,744.69
948.00
(478,050.J.2)
J.0,655,4J.8.79
4,326,778.25
0.00
0.00
0.00
6,254,591.48
973.00
(259,226.83)
3,378,563.33
800,851. 56
486,823.61
0.00
0.00
11,249,760.02
$20,759,686.40 $J.5,657,744.69
20
21.23%
5.03%
J..54%
0.00%
0.00%
35.63%
I
Average Utilities Medford-Ashland
Graph 61
60
50
+" ......................
C 40
:J
0
E .............---......
<( 30
....
ro
0 ......................
0 20
......................
10
o
Eleclric+ Tax
Water
Sewer
SIreel
Storm
Utility
. 1_ Medford _ Ashland
.
100
90
80
+-' 70
c
:J 60
0
E
<C 50
....
ID 40
0
0 30
20
10
0
Average Utilities Medford-Ashland
Graph 62
$92.82
Medford
Ashland
City
_ Electric+tax _ Water
~ Sewer
EtEJ Street/Storm
60
50
+-' 40
c
:J
0
E
<( 30
~
ro
0 20
0
10
0
.' .. ~
Average Electric Bill with Tax
Graph 64
$49.75
Medford
Ashland
City
1_ Electric _ Tax
.'
,-
",-
~\ FERRERO GEOLOGIC
~IC 760 Oak St. Ashland OR 97520 (541)488-2452
To: City of Ashland'
Mayor and City Council/Parks Department
Ashland, Oregon, 97520
- ~. ~---_._~ -~--
Date: 10/17/96
Subject: Geohydrologic conditions, vicinity of proposed City of Ashland well to supplement Oak
Knoll Golf Course irrigation pond
~
Introduction
I have completed a geohydrologic study of the vicinity of the proposed well. The data that I
evaluated included well logs from 1993 and before, and various geologic and hydrologic
publications. The area is within the limits of a larger study that I completed in 1993 related to a
well on the proposed Clear Springs Resort property. Since the well permitting process for Clear
Springs is ongoing, proprietary Clear Springs data is not included in this report. The well logs
and publications from which the data for this study were compiled are part of the public record.
The attached map shows the site in relation to roads and geohydrologic map units. The dot
pattemed zones are areas where initial driller well productivity estimates are 10 g8llons per'
minute or less. Actual long tenn productivity is generally less than driller estimates, especially in
the range from 0 to 10 gallons per minute. The unpattemed zones are areas where initial driller
well productivity estimates are 10 to 50 gallons per minute. Only wells with anomalous
productivity estimates (above or below of the range defined for the unit) are plotted individually.
.
,
.,
Findings
Compilation of well log data from 61 wells located within a 3/4 mile radius of the proposed well
site (as of 1993), yielded the following facts.
> There are 28 wells with initial driller well productivity estimates ofless than or equal to
10 gallons per minute, 15 wells less than or equal to 5 gpm and 9 wells less than or equal
to 1 gpm.
J
Engineering Geology, Geohydrology, Environmental
Geology and Mining Geology Since J 983
"
FERRERO GEOLOGIC
760 Oak St. Ashland OR 97520 (541)488-2452
"
> 13 wells have been deepened. Average total well depths before and after deepening are
190 and 366 feet. Average driller productivity estimates for the original well and the
deepened well are 6.8 and 9.4 gallons per minute. In four cases, the deepened well
productivity estirruites were less ihanfor the original wells. .
>There are 42 wells within 1/2 mile of the proposed well site.
>There is one well within 1/4 mile of the proposed well site (that one deepened twice to
301 and 642 feet deep, producing 2.75 gpm).
Conclusions and Recommendations
,.
The proposed well site is located northwest of Tolman Creek, and the Tolman Creek Fault.
Based on well log data, the proposed well site is within a geohydrologic corridor along the
northwest side of the Tolman Creek Fault that is characterized by interlayered mudstone and
sandstone aquifers; and wells with low productivity. A significant number of well productivity
decreases in the corridor have lead to the need for well deepening. The decreases most likely are
related to the increase in well density over the years, and to some extent related to the long
drought of the middle and late 1980s and early 1990s. The Tolman Creek Fault separates the low
productivity corridor on the northwest from a high productivity, fractured sandstone aquifer
adjacent to the fault on the southeast (see' the anomalous wells in that area of the map). .
Since there are no wells adjacent to the proposed well site (within the city limits), th~re is a data
gap between the 9 well, <10 gpmarea southwest of the proposed well site and the 12 well, <10
gpm area northeast of the site. However, the available logs of wells that are as close as 1/4 mile
and up to 3/4 mile away strongly indicate that the low productivity corridor is continuous across
the proposed well vicinity. The dashed lines connecting the two <10 gpm areas on the map
indicate the projection of that continuity.
Ifmy projection is correct, it is likely that the proposed well will produce less than 10 gallons per
minute, and that productivity will possibly decrease with drought and interference if and when
additional nearby wells are drilled. The original permit application projected 0.949 cubic feet per
. second (425 gallons per minute) from the well, and the modified permit application projects 0.167
cubic feet per second (75 gallons per minute). The former exceeds the productivity of any well
2
Engineering Geology, Geohydrology, Environmental
Geology and Mining Geology Since 1983
FERRERO GEOLOGIC
760 Oak St. Ashland OR 97520 (541)488-2452
that 1 am aware of in the vicinity. The latter exceeds the productivity of the vast majority of wells
in the vicinity, and is many times the productivity that 1 would expect given geohydrologic data.
Will the well still be worth drilling with such a significantly lower productivity than projected?
Will 10 gallons per minute maintain the pond level and provide irrigation water as hoped? If75
gallons per minute are needed, it seems unlikely.
The positive aspect of a low productivity well is that it is much less likely to effect neighboring
wells. Obviously, the extent of the depression of the vicinity water table will be significantly less
at 10 gallons per minute than at 425 or 75 gallons per minute. Since the closest 'well is 1,000 to
1,200 feet away from the proposed well site, it is unlikely that alow productivity well will impact
other wells. At 425 or 75 gallons per minute, there is a real potential for impact on wells between
1/4 and 1/2 mile away, given the vicinity geohydrologic conditions.
There is the possibility that the well will produce 50 or more gallons per minute. The anomalous
wells on the map prove that there are isolated high productivity wells within low productivity well
clusters. This is typical of bedrock fault and fracture hosted aquifers - sometimes referred to as
compartmentalized aquifers -' as opposed to continuous, alluvial valley aquifers, like those found
in the WillametteValley, eastern Oregon, etc. However, the odds are against a high productivity
well.
The actual minimum, adequate well productivity for the intended water use should be calculated
based on pond volume, percolation and evaporation rate estimates, and irrigation ~eeds. If that
number is significantly greater than 10 gallons per minute,it is unlikely that it will be worth the
cost to drill a well. Bucking the odds and successfully drilling a high productivity well comes with
the real risk of eventually negatively impacting neighbor wells, or at least becoming a target for
blame when neighbor wells have problems, no matter what the cause.
Please contact me if you have questions or need additional infonnation.
Sincerely,
3
Engineering Geology, Geohydrology, Environmental
Geology and Mining Geology Since 1983
II
t'
,
.
...
L
r
,
,
,
,
:::::::::::::::<1(j:gpr.n:::: 10 50gpm
......... .... -......
................. /
1,
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........ .
:::::::::::::: ::.:.:::.:. 10 to 50gpm
........ -. -.......
. . . - - - . . . . - - - . . . . -
::::::::::::::::7wells:::::::.
Ashland
sec. 23
sec. 13
.. -...... -.
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- -... -...-
. .. -....
,
sec. 24
Scale:
1,000 ft.
Geohydrologic Study
Vicinity of Proposed Well
.'1').... '.. City of Ashland
....::::::... ":~'0<~ Ferrero Geologic
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ASIiJ.N:lO, oR~ilpN97520, .'. :
. ....Iephone.(ead. 541) 482-321 );-'.
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SEN1: VIA FAX TO (503)' 378-8130
-. - --.
October 29, 1996
Dwight French
Welter Rights Section Mahager
. .' Oregon Water Resources Department
. '.GommerceBui/ding . .
158 12th Street N. E.
Salem; OR 97310-0210
.' .
RE:' ApplicatiollG-13824
On behalf of the City of Ashiand, applicant for a water use permit #.<3-13824;1 request
. that the Water Resources Department re-notice the Proposed Rnal Order. The City
desires that this matter be re-noticed as s09n as possible for the minimum permissible
. notice period, which I understand to be 45 days. .' . .
The City acknowledges that the Department will not be able to process' the application
within the statutory time limits because of this request.
~0~"
Paul Nolte
City Attorney
---
c: Jim Olson
Ken Mickelsen
Chris Skrepetos
{p:parka\french.ltrl
Wo:
Jlfrom:
~ubjrd:
REOUEST:
~emnrandum
October 16, 1996
Honorable Mayor Catherine Golden & City Councilor
. s_ wnw, '<<"do<. P.E.. Di= of l'><bli' W,,""City ""gi,= r
Termination of Two Easements .
Public Works has recently received two requests to terminate all or portions of public easements which were
previously created on land partition plats. Following is a further description of each of two requests:
1. Drainaee Way Easement:
Mr. Jeffrey Golden has presented a Quitclaim Deed needed to revise the limits of an existing
drainage way easement along Ashland Creek.
Mr. ~'s IECel. of IarxI <9"57 G1k Street) was crealed by a IarxI plrtitioo CI1 Augu<t17, 1989.
The plrtitioo plat aOO established the easterly boundary of the AshIand Creek lOO-year F1oo:Iway
and further dedicated the area within the floodway as a drainage way easement The Planning
. Defertment's subsequent re-estlblislunent of the AshIand Creek lOO-year flood corridor did not
cxin::id;: ~y with the FEMA estlbIifui flood boorxiaIy. AltInJgh the flood 1nnIaIy limits .
were officially altered, the underlying drainage way =nent that was created in 1989 still retlins
it's original limits. The eastern limit of the floodway has moved west approximately 75 feet
leaving a WH~lding amount of =nent outside the flood boundary. To be coosistent with .
=t land = guidelines the drainage way =nent should be oompletely cootained within the
flood corridor.
The a1trlJed Quitclaim Deed is intended to rel= all of the City's right, title and interest into that
p;xti<n of drainage way =rrnt lying betm= the fa1ra- and pr=lt fIcxxIw.ly lmOOaries and as
fully described on attached Exhibit' A'.
2. Public Utility Easement:
Mr. Roger Shaw has requested the elimination of a newly created IO-foot wide public utility
easement adjacent to his property located at 96 Water Street.
1liis reqll':St is very similar to the ere 3frCO\Ied Ia.<t nmth kc Lloyd Haines 00 the q:p:lSiJe side of
Wa1f:r Street like Mr. Haire:s, Mr. Shaw wm:s to ~ his 1'1l.y..wi buiIding c:km" to the strel:t
than the lO-foot wide easement would allow.
PAGE 1-(""",~\le"""oId.M"")
The public utility easement was established by Partition Plat No. :-126-1994 on December 6, 1994
by Ann Clouse. The easement extends across the full frontage of the lot on Water Street, a
distance of 123.94 feet. There are no similar easements either north or south of this property. The
area is wned E-1 which allows a zero front yard set-back. The attached building plan shows
construction to the right-of-way line. This would leave five (5) feet of space between the building
and the curb for future sidewalk construction.
BACKGROUND:
Further information, including maps,. memos and Quitclaim Deeds are attached for each request. The requests
have been individually routed through affected City utility departments. No objections to the termination or
adjustment of the easements have been received. In each instance the requested action would not adversely impact
the City's use of its facilities in the area.
. RECOMMENDA nON:
Staff recommends Council approval of the two attached Quitclaim Deeds.
cc: Brian Almquist
Paul Nolte
Barbara Christensen
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KNOW ALLMEN BY THESE PRESENTS, That .J:.11::~C.!?.f......t:l:~.~.~~~.~.J"'~'''''~~~~'~~'~~'''~,~:!~
...........-...........-............-..........-....................-..-....................................................................................., h~T~jnafter called trantor,
lor the consideration hereinafter slated, does hereby remise, release and quUclaim unto .~_f.f..~~....~..:...~..':'..'::~.~...
_....~.....~.~:~..~~.'.~."!.~~_......._......................_..~...................._..............._..........-.....................................................................................
hereinafter (;.sUed trantee. Ilnd unto Irantee's heir!. succesor, Ilnd Ilssitns aU 01 the trllntor's ritM. title lJnd interest
in that certain real property with the tenements. hereditaments and appurtenances thereunto be/onting or in any
way appertaim'ng. situated in the County 01 .....;r.;.7.!~.~.~::!......._.................. State 01 Oregon. described as follows. to-wit:
AJ (k1~f:oJT""' Fo1't- ~"c...+'''''''G f f'v,,"-,oJI:S GA"""'r':"b r"u -r-rf,," c.'ry of=,
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4- AS ~/-II$ EASI!:"'-"fif:'-J-r A'PI"''-/(-J ""-a A- I'A'<'C.~L. OF
A,.,lln... 2..', Ilffj ) ..J '-A...."b CL..AI"'1 NO. ..,., ,''''' r'-I1r NO.c.....I<I-J'~Sr
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llf SPACE INSUffJCIENT. CONtiNUE DfSClJPTlON ON IlFVnSf SIDEI
T6 H'H'e and to Hold the same unto the grantee and grlJntee's heirs. successors and assil1ns forever.
The true Itnd lJctullI consideration paid for this trltnsfer. stltted in terms 'of dolllJTS. is 1._..tY.!?~.~......__.._.....
@However. the actual considerlJtion consists of or includes other property or vlJ/u~ ~iven or promised which i,
IMWhol. .a . (' d' h' h) ~ ~. )
,.." o/tM conSl erlttlon In lcate w IC . ""' TJ.. ,..nt.ne. boo'....n II.. .ymbol"b. it not .pphubl.. ahould z,. d.l.llId. S" ORS 93.030.
In constru,.nl this deed. where the context .so requires. the sin~ulllr includes the plurlJl and a11 ~TlJmmatical
chlln~es .sha11 be made so that this deed sha11apply equa11y to corporlttions and to individuals.
In Witnrss Whereof. the ~rlJntor hilS executed this instrument this................ day 01..................................... 19..........
if II corporate ~rantor, it has ClJused its name to be ai~ned and its seal. if Itny. allixed by an ollicer or other person
duly authorized thereto by order 01 it, board of directors.
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THIS INSTRUMEtIT....m Nor AllCM' USE OF THE PROPERTY DESCR!BED IN THIS ..........................................................................................................
INSTRUMENT IN V1OUJION OF APPliCABLE lAND USE LA't\'S AND REGU!.JJION5.
SEFORE SIGNING OR ACCEPTING THIS INSTRUMENT. THE PERSON ACOUIRl~ FEE .......................................................................................-....-...........
TITLE 10 THE PAOPERTY SHOI.Il.D CHECK WITH THE APPROPR1A1E CITY DR mum
PLANNING DEPARTMENT TO VERIFY APPRMD USES AND TO DETERMINE IJ('( ........................................................................ .................................
UMJ1~ ON LA'NSUITS AGAINST FARMING OR FOREST PRACTICES J.S DEFINED IN
ORS 30.930. STATE OF OREGON. County of ..~!::~.~.!?'.~..............................) 55.
Thi, instrument WIIS IIcknowled4ed before me on ..................400...............................19.........
by................................................._................................................................_...................................._..........
This instrument was acknowledged before me on ....................................................,19.........
by .....................................................................................-.............................................................................
as......................._...._........................_......................._...................................................................................
of ......._...... ........_......_...................... .:................................ .......... ......... ..... ......... .. ...... ............. ..............._....
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Nota.ry Public faT Ore Ion
My commission expires ........................................................:.......
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1 certify that the within instrument
was rt'Ce'ived for ucord on the....._...day
0/................................................. 19......... Ilt
................. o'clock .......M.,and recorded in
bOOk/reel/volume No................... on plt4e
........................ lJndjor as fee/file/instru.
ment/microlilm/rt'Ce'ption No~..__..__....
Record of Deeds of slJid County.
Witness my hand Ilnd seal 01
County alfiud.
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STEWART LAND SURVEYS
6370 Highway 66
Ashland, Oregon 97520
phone (541) 488- 2831
EXHIBIT "A"
PRO PER T Y
DES C RIP T ION
All that tract or parcel of land situated in Donation
Land Claim No. ~1 in the Northvest One/Quarter of Section 4,
Tovnshlp 39 South of Range 1 East of the Willamette Base and
Meridian in Jackson County, Oregon and being more fully
described as folloys:
COMMENCING at a found 2 Inch galvanized iron pipe yith
a 3 inch diameter brass disk situated at. the Northeast
corner of Donation Land Claim.No. 40, of said Toynship and
Range; THENCE South 74 degrees 01 minutes 42 seconds East
for a distance of 440.30 to a 1 inch by 30 inch galvanized
iron pipe situated in the Westerly right of yay line of Oak
Street, as found monumented; THENCE leaving said Westerly
right of yay lIne North 90 degrees 00 minutes 00 seconds
West along the Northerly boundary line of Parcel No.2 of
that certain Partition Plat No. P-74-1994 filed for record
in the Plat Records of Jackson County, ,'Oregon for a distance
of 200.00 feet to the TRUE POINT OF 8EGINNING; THENCE
leaving said Northerly boundary line, North 22 degrees 04
minutes 33 seconds West for a distance of 130.67 feet to the
Northerly boundary line of that tract of land as set forth
in Volume 10 Page 104 of the Deed Records of Jackson County,
Oregon; THENCE South 89 degrees 59 minutes 29 seconds East
along last said Northerly Boundary line for a distance of
41.12 feet to the Easterly line of that certain Drainage
Easement as shoyn on Survey No. 11698 filed in the County
Surveyor's Office in Jackson County, Oregon; THENCE leaving
last said Northerly boundary line and along said Easterly
Drainage Easement line as folloys: South 45 aegrees 53
minutes 34 seconds East for a distance of 26.82 feet; THENCE
South 40 degrees OS minutes 35 seconds East for a distance
of 31.83 feet; THENCE South 35 degrees 31 minutes 54 seconds
East for a distance of 33.95 feet; THENCE South 16 degrees
12 minutes 24 seconds East for a distance of 39.64 feet;
THENCE South 15 degrees 54 minutes 09 seconds East for a
distance of 12.87 feet to a point on the said Northerly
boundary line for Parcel NO.2; THENCE leaving said Easterly
Drainage Easement line, North 90 degrees 00 minutes 00
seconds West along the said Northerly boundary line for
Parcel No.2 for a distance of 66.08 feet to the TRUE POINT
OF BEGINNING.
'.
Together yith and subject to; covenants, conditions,
restrictions, maintenance agreements, and easements of
record as veIl as those apparent on the land.
REGISTERED
PROFESSIONAL.
LAND SURVEYOR
\'Y1.~c... ~,.,Jt
OREGON
JUl'fU.1tCl
MARTI'" C STf;WART
205"i
Surveyor's Registration
Reneval date is June 30, 1998
file: C:\msvorks\sutext\lgla9605.vps
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09.27.96
Srteet Engineering Department
~ity of Ashland
Ashland, Oregon 97520
attn: Jim Olsen
re: request to remove easement at 96 Water Street
Dear Mr. Olsen,
This is a request to remove a 10' Public.Utility Easement along the
western boundary of the lot located at 96 Water Street. The easement is
described on the attached prelininary title report, item #4.
The request for removal is based upon the attached schematic plans where
the building is sited 5' from the western boundary. There is also a low
wall along' the property line with plantings between the wall and the
building.
The building location is consistant with the Waterside Inn next door,
where no easement is possible. The removal of the easement will allow
the proposed design to proceed and provide a cohesive streetscape along
the eastern side of Water Street.
Thank you for your consideration.
Sincerely,
~
representative:
Ryan Langmeyer
482-3512 I 482-8701
FDA.. ':!"J?1 - OUlTCt.Al~ D[_~~ (I~~l Of ~.l~l.
C~~I....~ ".'_(.~':'!:"(:5.i_~_~__oo..!9'!-'~_!?".J~
NA. QUITClAIM DEED 70228pg {.a~
KNOW ALL MEN BY THESE PRESENTS, That ......~rD:..Qf....~~.I~~.(...0...1))!.,l.IJJ.9.;i;~!..~!?~~.~~JqD...............~.H~
-..........-................-.........................-...................................-....................................._..............................., hereinafter called Arantor.
for tilt, comiderBtion hereinafter stated, does hereby remise. release Bnd quitclaim unto ....T.!:l.~...f.I2Y.@.~'!J.~..f9.~...9QD
_._..I3~J.?D-:r.].~.(.._?D...Qr.~gQD._.!;Q~f:9.l!9.1}..._...._......................................_....._._............................................_.._.._....._......
hereinafter cal/ed trantee. and unto trantee's heirs, succesors and assiAns al/ of the trantor's ritht. title and interest
in that cerlain real property with the tenements, hereditaments and appurtenances thereunto be/ontint or in any
way apperlainint, situated in the County of ......J.Sl_~~.~g!.L........................... State of Oreton. described as fol1ow!, to-wit:
A 10 foot lXJ!>lic utility easement, incluclin;l 'l"CI Cablevisioo, as disclosed 00 Partiticn
Plat reoorded the 6th day of DecanI:er, 1994, as Partiticn Plat No. P-126-J.994 of "Re:::ord
of Partitioo Plats" in Jad<scn County, Oregcrl, and filed as SUrvey No. 14306 in the Office
of the Jacks:n County Surveyor. (Affects ~ly line)
. Grantnr l'erein releases and terminates all right, title and interest in and to the aJ:oi..e
refererx:Ed easement.
I
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(I' SPAC! INSUffiCIENT. CONTINUE OESCRIPTlON ON trvERS! SIDEI
To Ha~'e and to Hold the same unto the trantee and trantee's heirs. successors and assi4ns forever.
The true and actual consideration paid lor this transfer. stated J'n terms 0/ dol/ars, is 1......nfJne.~...........__.._
CDHoweyer. the actual consideration consists 0/ or includes other property or value Aiyen or promised which is
Ih. whol. 'd . (' d' h' h) ~
parI 01 the conSl eratlon In lcate w IC . "" Th. ..nt~nee I>.'_n ,h. .ymbol.<D, it not .ppJ;~.bl~, .houJd I>. de/ef.d. S,.. ORS 93.030.)
In construing this deedl where the contert so requires. the sintu/ar includes the plural and all Arammatical
chanAes shall be made so that this deed shall apply equally to corporations and to indiyidua/s.
In Witness Whereof. the trantor has erecuted this instrument this......._...._.day 0/ ._.~.t.Q~E.._............ 19.~_~...:
if ill corporate trantor, it has caused its name 10 be sitned and its seal. if any. al/ixed by an officer or other person
duly authorized thereto by order 0/ its board of directors. CI'IY OF ASHLAND
8Y:
THIS INSTRUMENT Will NOT AlllJN USE OF THE PROPERTY DESCRIBED IN THIS ..........._..n..........................__............................m..................-...........
INSTRUMENT IN V10lA110N OF APPlICIJIlE LAND USE LAWS AND RtGULA110NS.
BEfORE SIGNING OR ACCEPTING THIS INSTRUMENT. THE PERSON ACOlJIRlNG FEE8Y.:........n
TITLE to THE PROPERIY SHOtJL.O CHECK WITH THE APf'ROPRLtJE CITY OR COUtm'
PlANNING DEPARTMENT to VERIfY APPRMO USES AND TO DETERMINE ANY ......................._..................................................................................
LIMITS ON LAWSUITS AGAINST FARMING OR fORtST PRACTICES /IS DEfiNED IN
ORS 30.930. STA.TE OF OREGON, County o/......~~.<::~~.~~__........................n......)Ss.
This instrument was acknowledted be/ore me on .................._.................................19........,
by......__..._......_...................._._.._............................_............:...............__._....._..._._.__..........................___._.._...
This instrument ~'as acknowledted before me on ....OctoOOr..........................._..., 19..9b..
by........................................._.............................................................__............................................_...__._._....
(
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LAND PARTITION SURVEY
PARTITION PLAT NO .~P~ l~ Co -/99~
8 e i n gap 0 r ti 0 n 0 f the S . \'1. 1/ 4 0 f S e c. 4,
T,39 S., R.1 E., W.M. City of Ashland
Jackson County, . Oregon
for
Ann Clouse
70 Water. street
Ash land, OR 97520
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!n1t1al point. Set 5/6.x30~ pi~ wI
pl~st:c c~p ~kd. L.J.FRIAR & ASSOCIATES.
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10' PUE EASEMENT~O BE TERMINATED
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FIRST PAGE RECORDING REQUIREMENTS PER ORS 205.234
NAME OF TRANSACTION: Quit Claim Deed
NAME OF PARTIES: Grantor: City of Ashland
Grantee: Jeffrey S. Golden
DOCUMENT TO BE RETURNED TO: Barbara M. Christensen, City Recorder,
20 East Main, Ashland, OR 97520 .
TRUE AND ACTUAL CONSIDERATION: $1.00
UNTIL A CHANGE IS REQUESTED, SEND Not Applicable.
TAX STATEMENTS TO:
QUI ^
City of Ashland, Oregon, Grantor, releases and quitclaims to Jeffrey S. Golden" Grantee, all right,
title and interest in and to the following described real property:
J'
An easement for drainage purposes granted to the City of Ashland as described in filed
survey No. 11698 (vol. 9, page 74, "Minor Land Partitions," Jackson County, Oregon), filed
April 26, 1994, as this easement applies to a parcel of land situation in donated land claim
No. 41 in the northwest one/quarter of section 4, Township 39 South of Range 1 east of the
Williamette Base and Meridian in Jackson County, Oregon. This parcel is fully described on
the attached Exhibit A.
The true consideration for this conveyance is $1.00 plus other property or value is a part of the
consideration.
THIS INSTRUMENT WILL NOT ALLOW USE OF THE PROPERTY DESCRIBED IN THIS
INSTRUMENT IN VIOLATION OF APPUCABLE LAND USE LAWS AND REGULATIONS. BEFORE
SIGNING OR ACCEPTING THIS INSTRUMENT, THE PERSON ACQUIRING FEE TITLE TO THE
PROPERTY SHOULD CHECK WITH THE APPROPRIATE CITY OR COUNTY PLANNING
DEPARTMENT TO VERIFY APPROVED USES AND TO DETERMINE ANY UMITS ON LAWSUITS
AGAINST FARMING OR FOREST PRACTICES AS DEFINED IN ORS 30.930.
Dated this
day of
,1996.
Catherine M. Golden, Mayor
Barbara Christensen, City Recorder
State of Oregon
County of Jackson
This instrument was acknowledged before me on , 1996, by Catherine M.
Golden as Mayor of the City of Ashland, Oregon, and by Barbara Christensen as Recorder of the
City of Ashland, Oregon.
Notary Public for Oregon
My Commission expires:
QUITCLAIM DEED 19:\paul\ro""goldon.dod)
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OV''''c.-....4''''''' "P..~
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G1-....~ I .:rc~F~~ 5. Go..,~
6/t.A-1T"tr<c
1
STEWART LAND SURVEYS
6370 Highway 66
AshlDnd, Oregon 97520
phone (541) 488- 2831
EXHIBIT IlA"
PRO PER T Y
DES C RIP T ION
All that tract or parcel of land situated in Donation
Land Claim No. 41 in the Northwest-One/Quarter of Section 4,
Township 39 South of Range 1 East of the.Willamette Base and
Meridian in Jackson .County, Oregon and being more fUlly
described as falloys:
COMMENCING at a found 2 inch galvanized iron pipe with
a 3 inch diameter brass disk situated at the Northeast
corner of Donation Land Claim No. 40, of said Township and
Range; THENCE South 74 degrees 01 minutes 42 seconds East
for a distance of 440.30 to a 1 inch by 30 inch galvanized
iron pipe situated in the Westerly right of way line of Oak
Street, as found monumented; THENCE leaving said Westerly
right of way line North 90 degrees 00 minutes 00 seconds
West along the Northerly boundary line of Parcel No.2 of
that certain Partition Plat No. P-74-1994 filed for record
in the Plat Records of Jackson County, Oregon for a distance
of 200.00 feet to the TRUE POINT OF BEGINNING; THENCE
leaving said Northerly boundary line, North 22 degrees 04
minutes 33 seconds West for a distance of 130.67 feet to the
Northerly boundary line of that tract of land as set forth
in Volume 10 Page 104 of the Deed Records of Jackson County,
Oregon; THENCE South 89 degrees 59 minutes 29 seconds East
along last said Northerly Boundary line for a distance of
41.12 feet to the Easterly line of that certain Drainage
Easement as shown on Survey No. 11698 filed in the County
Surveyor's Office in Jackson County, Oregon; THENCE leaving
last said Northerly boundary line and along said Easterly
Drainage Easement line as follovs: South 45 degrees 53
minutes 34 seconds East for a distance of 26.82 feet; THENCE
South 40 degrees 05 minutes 35 seconds East for a distance
of 31.83 feet; THENCE South 35 degrees 31 minutes 54 seconds
East for a distance of 33.95 feet; THENCE South 16 degrees
12 minutes 24 seconds East for a distance of 39.64 feet;
THENCE South 15 degrees 54 minutes 09 seconds East for a
distance of 12.87 feet to a point on the said Northerly
boundary line for Parcel No.2; THENCE leaving said Easterly
Drainage Easement line, North 90 degrees 00 minutes 00
seconds West along the said Northerly boundary line for
Parcel No.2 for a distance of 66.08 feet to the TRUE POINT
OF BEGINNING.
Together with and subject to; covenants, conditions,
restrictions, maintenance agreements, and easements of
record as well as those apparent on the land.
REGISTERED
PROFESSIONAL
LAND SURVEYOR
'"\'Vt~c..~J
OREGON
.u..V1S,1"-
MARTI,. C STF.WART
205>
Surveyor IS RegistratIon
Renewal date Is June 30, 1998
file: C:\msvorks\sutext\lgla9605.vps
\
,
CITY OF ASHLAND
DEPARTMENT OF PUBLIC WORKS
MEMORANDUM
Engineering Division
DATE:
November 1. 1996
TO:
FROM:
Honorable Mayor Catherine Golden
and City Councilors
Susan Wilson Broadus, PE, Director of Public Works/City Engineer ~
Exemption from Competitive Bidding for the Design and constructe:;
Improvements to Roca Creek from East Main Street to Bear Creek
(Wi!lhtman/Fordyce Proiect)
SUBJECT:
Action Reauested
City Council authorization to exempt the above project from competitive bidding.
Backaround
Purposes of the Roca Creek (Wightman/Fordyce) project include mitigating flooding and
non-point source pollution problems, as well as providing natural and environmentally
sensitive methods of stream restoration. The intent of selecting the design/build option for
this project is to maximize innovation by responsible proposers and minimize time delays
often associated with the traditional approach of design followed by separate construction
operations.
Channel improvements will include stream bank stabilization, channel realignment,
floodplain restoration and obstruction removal, wetlands construction for treatment of non-
point source pollution and revegetation of riparian zones.
In order for the City to receive proposals from qualified firms to design and construct Roca
Creek improvements, an exemption from competitive bidding is necessary. This exemption
is sought because the actual cost of design and construction of the improvements is just
one factor in determining the most qualified designer/contractor. Far more important will
be the background and experience of the firm which successfully submits a proposal.
Because this project combines selection of qualified experts in numerous fields such as
engineering, geology, landscape architecture, wetlands, stream restoration, environmental
education, public involvement and general construction contracting, it is difficult, if not
impossible. to competitively bid this for an award to the lowest bidder.
The selection of such firm will be objectively determined by criteria set forth in a Request
for Proposals (RFP). These criteria emphasize the experience of the firm in designing and
constructing projects similar in scope, size or discipline; qualifications and backgrounds of
I
.
key personnel of the firm in these types of projects; processes the firm proposes to use to
design and construct channel improvements; benefits and impacts of the improvements;
and community benefits and impacts.
State law authorizes the City Council sitting as the local contract review board (pursuant
. to AMC ~ 2.50.030) to exempt certain contracts from competitive bidding if the local
contract review board finds:
"It is unlikely that such exemption will encourage favoritism in the awarding
of public contracts or substantially diminish competition for public contracts;
a~ -
The awarding of public contracts pursuant to this section will result in
substantial cost savings to the public contracting agency. In making such
finding, the. . . board may consider the type, cost, amount of the contract,
number of persons available to bid and such other factors as may be deemed
appropriate." ORS 279.015(2).'
In making an exemption state law also requires that the local board:
. "Where appropriate, direct the use of alternate contracting and purchasing
. practices that take account of market realities and modern or innovative
contracting and purchasing methods, which are also consistent with the
public policy of encouraging competition.
Require and approve or disapprove written findings by the public contracting
agency that support the awarding of a particular public contract or a class of
public contracts, without competitive bidding. The findings must show that
the exemption of a contract or class of public contracts complies with the
requirements of (ORS 279.015(2)(a) and (bJ)."
Recommendation
Because of the unique nature of the proposed project and the reasons described above,
staff recommends Council approval of an exemption from competitive bidding.
1 AMC is quite similar.
AMC 2.50.030 "The contract review board may by resolution exempt other contracts
from competitive bidding if it finds:
a. The lack of bids will not result in favoritism or substantially diminish competition in
awarding the contract; and
b. The exemption will result in substantial cost savings.
In making such findings, the board may consider the type, cost, amount of the contract,
number of persons available to bid, and such other factors as the board may deem
appropriate." .
.
RESOLUTION NO. 96-
BEFORE THE CITY OF ASHLAND LOCAL CONTRACT REVIEW BOARD
RESOLUTION EXEMPTING FROM COMPETITIVE
. BIDDING THE DESIGN AND CONSTRUCTION_OF LCRB RESOLUTION
ROCA CREEK IMPROVEMENTS PROJECT
Recitals:
A. AMC ~ 2.50.030.B permits the Ashland City Council sitting as the Local
~ Contract Review Board to exempt contracts from competitive bidding if it finds:
1. The lack of bids will not result in favoritism or substantially diminish
competition in awarding the contract; and
2. The exemption will result in substantial cost savings.
B. This ordinance provides that in making such findings, the Board may
consider the type, cost, amount of the contract, number of persons available to bid,
and such other factors as the Board may deem appropriate. Where appropriate, the
Board shall direct the use of alternate contracting and purchasing practices that take
account of market realities and modern or innovative contracting and purchasing
methods, which are also consistent with the public policy of encouraging competition.
C. In order to exempt a public contract from competitive bidding, the Board
shall adopt written findings that support the awarding of a particular public contract or
a class of public contracts without competitive bidding. The findings must show that
the exemption of a contract or class of contracts complies with the requirements of
AMC ~ 2.50.030.B.
The Board adopts the information contained in the memorandum from Susan Wilson
Broadus to the Mayor and City Council dated November 1, 1996 as findings justifying
the exemption. The Board finds that this exemption will not result in favoritism or
substantially diminish competition in awarding the contract and the exemption will
result in substantial cost savings.
The Board resolves that an exemption be granted as follows:
Design and Construction of Roca Creek Improvement Project. This project is
exempted from competitive bidding. The city shall use requests for proposals (RFP) as
the alternative method in selecting a qualified designer/contractor/monitor. The RFP
shall set forth the specific criteria upon which the selection shall be made and how the
proposals submitted in response to the RFP will be evaluated. The criteria will utilize
the qualifications described in the memorandum referred to above and shall be
specific as to final product envisioned by the city. Cost shall be evaluated as a factor,
. but shall not be the sole determining factor in awarding the contract.
PAGE 1-LCBR EXEMPTION (p:."j\wightma,uoo'
I,
This r~solution was read by title only in accordance with Ashland Municipal Code
~2.04.09p duly PASSED and ADOPTED this day of . 1996.
Barbara Christensen, City Recorder
SIGNED and APPROVED this _ day of
.1996.
Catherine M. Golden, Mayor
Reviewed as to form:
Paul Nolte, City Attorney
PAGE 2-LCBR EXEMPTION (p""dlw;,,htm...,..1
RESOLUTION NO. 96-
A RESOLUTION REINSTATING PERS PICKUP FOR CERTAIN
ELECTED OFFICIALS IN ORDER TO COMPLY WITH THE
INVAUDATION OF BALLOT MEASURE 8 (1994)
Recital: The Oregon Supreme Court in the case Oregon Police Officers' Assn v. State
of Oregon, 323 Or 356, 918 P2d 765 (1996) has invalidated Ballot Measure 8 (1994) as
an impairment of government employees' retirement contracts under the federal
constitution. Because of Measure 8's invalidation, the city is required to reinstate the
PERS pick-up that was discontinued when Measure 8 was adopted.
THE CITY OF ASHLAND RESOLVES AS FOLLOWS:
SECTION 1. The city will contribute to the Oregon Public Employees' Retirement
System (PERS) for the Municipal Judge, City Recorder and other elective officers as
defined in Section 1, Article III of the Ashland City Charter who are members of PERS
by virtue of their regular employment. Enrollment in PERS will commence six months
from the date of the official taking office unless the person was in PERS immediately
prior to taking office. The city will also assume or pay for these persons the
employees' contributions at a uniform rate of six percent as provided in ORS 238.205.
This resolution was read by title only in accordance with Ashland Municipal Code
~2.04.090 duly PASSED and ADOPTED this
day of
,1996,
nunc pro tunc October 1, 1996.
Barbara Christensen, City Recorder
SIGNED and APPROVED this
day of
,1996.
Catherine M. Golden, Mayor
~ewed as to form:
w~A-
Paul Nolte, City Attorney
PAGE 1-RESOLUTION (p:Ofd\pen.n961
CITY OF ASHLAND
DEPARTMENT OF PUBLIC WORKS
MEMORANDUM
Engineering Division
DATE:
October 31. 1996
TO:
FROM:
Honorable Mayor Catherine Golden
and City Councilors
Susan Wilson Broadus. PE. Director of Public Works/City Engineer P-
Oregon Department of Transportation (ODOT) Fund Exchange Agreement for
Improvements to East Main Street
SUBJECT:
Action Reauested
City Council authorization for the City Administrator to sign the attached Amendment to
the ODOT Local Agency Fund Exchange Agreement Number 13389.
Backaround
This amendment incorporates three previous agreements for improvements to East Main
Street from the railroad to Walker Avenue. The three agreements total $418.095 in
federal funds with a 94% exchange ratio. making a maximum of $393.009 available to the
City in state funds.
The East Main Street improvements include storm drainage. widening. sidewalk. bicycle
and parking improvements.
._ _..Recommendation
Staff recommends Council approval.
Oregon
October 15, 1996
DEPARTMENT OF
n'")' - 'i~h, c;-' '--;J--'~';"-;;- --::.--, TRANSPORTATION
ii r; .~ Ll'} !~ : \if .'~ I~"::
'I ' , r -. -- h'.______''-_c''--, I;
i I fi" ; ! Ii; i ' REGION 3
!i:LJ! OCT 161996 ii~i
I I ! I
; CT';;(:F'L<:~;"\ ~~D- I FILE CODE:
. .....----. ,'...." '>-..'""'\.II.'"2..J
JIM OLSON
CITY OF ASHLAND
20 EAST MAIN
ASHLAND OR 97520
Dear Jim:
Enclosed for review and signature by appropriate city officials are three (3) copies of
Amendment No. I to Agreement No. 13389 for the East Main Street fund exchange project.
. This agreement shall be authorized during a regularly scheduled meeting of the City Council.
After your review please return the signed agreements to me.
Sincerely,
~C-fh~
Michelle Mock
Region 3 Agreement Specialist
mm'
Enclosures
John A. Kilzhaher
GO\'t~m('lr
~
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lrm 7~-1$29 (10-95)
3500 NW Stewart Parkway
Roseburg. OR 97470
(541) 957.3500
FAX (541) 957.3547
DEPARTMENT OF PUBLIC WORKS
AOMINISTRA TKJN: (5<') 488.5587
ENGINEERING: (S04 1) 488-5347
CITY
HALL
CITY OF ASHLAND
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20 E. f/.AIN STREET -.
ASHLAND, OREGON 97520-1814
FAX (5<~4SS-&X16
"
August 22, 1996
Ms. Michelle Mock
Region 3 Agreement Specialist
Oregon Department of Transportation
3500 N.W. StewartPariway "
:R9.$EBURQ OR 97470
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~e: ',' Local Agency Fund Exchange' Agreement Nos. 12229; 13106, & 13389~'
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~ ~chelle:
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It has been Some time since the first of the Local Agency Fund Exchange Agreements for the
ill1P!ovement of East Main Street was approved and I thought it prudent to give you some insight
~tO'.tl1eproject chrOnology. ""'. ",," '. . " ',,' ,
..,. '.-" '"-'".
The following fund exchange agreements were acquired for the East Main Street improvement:
The agreements were acquired for three (3) phases of construction on East Main Street.
Obviously for economical purposes, and for construction continuity, it was intended that the
project be fully ~nstructed at one time under a single contract. With the acquisition of the final
agreement in 03/04/95 plans were commenced for the street improvement. Following is a
chronoJogicallisting of the major work perfonned to date:
1.
2.
3.
4.
RF.P. for engineering services prepared.
RF.P. advertised.
RF.P. received.
R.F.P. acrepted.
04/07/95
04/28/96
05/19/95
, 06/22/95
PAGE I-(c:corD:u\mo:l:.l.I1)
f J {, .,,'
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5. 'Contract for sexvices approved
,6T~=:'- Pre-design conference with engineer.
;.orf' ;<;;::-.. ... . .
7.,,;,:: Eighty percent (80~) project plan reVIew.
'. 8. Notification of property owners with
request to review plans.
Ninety-five percent (95%) project plan review.
Final notice of Public Works construction
sent to utilities.
Final plan approval.
Advertise for construction bids.
Bids opened.
Bid rejected (single bid received was
(97,000 over engineers estimate).
15. Notice of delay in construction sent to property oWners.
9.
10.
11.
12.
13.
14.
07/31/95
08/14/95
, 03/22/95
,
03/26/96
04/04/96
04/05/96
05/17/96
05/19/96
06117/96,
07/10/96
07/10/96
. . -.'
As you can see from the above schedule, work on the project commen~ immediately folloWing
the approval of the final agreement. The first agreement was 15 months old at ~ time. ,By
the time that two years bad expired from the date the first agreement was' approved the project
design was approximately 75 % complete. It is my understanding that the two year contract limit
applies to commencement of actual work on the project and not total project completion: Would
you please confirm that this is correct? , , \ __
jd~!;: ..
With the rejection of the single bid received on the project, its final completion will be delayed
further. It is anticipated that the project will be bid again in February, 1997 with an anticipated
completion date of August, 1997.
May we be assured that thethree agreements will be in effect to cover this, time frame? Is a
formal contract extension needed to =mplish this? ' ..'
We would also appreciate any guidelines or instructions on how moneys are requested from these
. agreements.
Thank you very much for your assistance. If you require any additional information please feel
free to call at 488-5347.
-,
~~cere1Y, /..h Ii:
~,~{///1
()j~~ H. Olson
Assistant City Engineer
cc: Greg Scoles, A>Wtant City Admini<trator
Jill Turner, Fmance Dire<:lOr
Susan W1lJon Broad"', Public Worb Director
PAGE 2-(,,00f~'Ur)
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October 15,1996
,6 r:;' c~..';~>: ;':,~ .
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Misc. Contracts & Agreements
. :,: No: 13389 #1 :::> ,;:",.,~ t. "
- ~
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AMEND~ENTNO~ J:-. :~ :..~,::','
" LOCAL' AGENCY , ,', .,
FUND EXCHANGE AGREEMENT
_';;:';f:.!'_'
The STATE OF OREGON, acting by and through its Department of Transportation, hereinafter
referred to as-~'State", and THE CITY OF ASHtAND, hereinafter referred to-as "Agency"'entered
into Misc. Contracts & Agreements No. 13389 March 4, 1995. Said agreement' covers the
preliminary engineering and construction finance of the reconstruction of East Mairi Street, from
Southern Pacific Railroad to Walker Avemie, Phase nrproject. . 'j' ':c;e,,:> ::.-:] y--:, ' " .-"'-'
SIb rr! ~;.:.': 1.~' .:.:~_..:..:,. : ~;~ .':.~. ::';.' hl':;',: :'/" ,<.r.,::; ;:< ...~r::~.-.i... :::::..':': ','u"':
It has now been determined by State and Agency that the agreement"referenced above;'shall be
amended by, this agreement to incorporate the terms and conditions of Misc. Contracts &
Agreements No. 12229, executed on December 22, 1993; and the terms and conditions of Misc.
Contracts & Agreements No; 13186, executed on December 12, 1994, as follows:' :___ , ' .' . ,
. - '., ..;:. 1.:: '. .... -- ''!~i . .
Paragraph 4. shall be amended 1.0 read:
". ,
.-,
4. To assist in funding the project, Agency has requested State to exchange Federal funds
which have been allocated to Agency, for State funds based on the following ratio:
$94 State for $ I 00 Federal
Based on this ratio, Agency Wishes to trade $4 18,095 Federal funds for $393,009 State
funds. '
Paragraph 6.0. shall be amended to read:
D. This Fund Exchange shall be on a reimbursement basis, with State funds limited to a
maximum amount of $393,009. All costs incurred in excess of the fund exchange, amount
will be the sole responsibility of Agency.
I
/
,-
/
J. Agency shall compile accurate cost accounting records. Agency shall bill State, in a
form acceptable to State, no more than once a month, for costs incurred on the project.
State will reimburse Agency at 100 percent of the billing amount, not to exceed $393,009.
The cost records and amounts pertaining to the work covered by this agreement shall be
retained for inspection by representatives' of State for a period of three (3) years following
final payment. Copies shall be made available upon request.
IN'lWITNESS.WHEREOF, the parties hereto have' set their hands and affixed their, seals as,ofthe
day hereinafter written. ' ,~) " ':'",;".. -- --' ':'
Agreement No. 13389#1
City of Ashland
Paragraph 6.1. shall be an1ended to read:
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On March 7,1996, the Oregon Transportation Commission adopted Delegation Order2; which
Order grants authority to Region Managers to approve and execute agreements for work in the
current Statewide Transportation Improvement Program or approved workplan budget. ,;', ,"
$',7:)';" ,.. ,.,",
.:120/. I'
- ~ ". ~ .. ,-'
APPROVED AS TO LEGAL '
SUFFICIENCY
By
Asst. Attorney General
;.J.!:..
Date
APPROVED AS TO LEGAL
SUFFICIENCY
By
Agency Attorney
, '
,,: \
Date
:', ~:..:
'.
, STATE OF OREGON, by and through its,
Department of Transportation
By
, ;
Region Manager
Date
CITY OF ASHLAND, by and through its
Elected Officials
By
City Administrator
Date
P~np ..,
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.
. .
i
.
CITY OF ASHLAND
DEPARTMENT OF PUBLIC WORKS
MEMORANDUM
Engineering Division
DATE:
October 31,1996
FROM:
Honorable Mayor Catherine Golden
and City Councilors
Susan Wilson Broadus, PE, Director of Public Works/City Engineer ~
Authorization to Execute Contract for Engineering Design and Construction
Services for Wastewater Treatment Plant Upgrades I
TO:
SUBJECT:
~ Action Reauested
City Council authorization for the City Administrator to sign the attached Engineering
Services Contract with Carollo Engineers to provide engineering design and construction
management for the Wastewater Treatment Plant upgrades.
Backaround
The City issued a Request for Proposals (RFP) for engineering services for the Wastewater
Treatment Plant upgrades. Three consulting firms submitted proposals in response to the
RFP: Brown and Caldwell, Carollo Engineers and Lee Engineering, Incorporated in
conjunction with CH2M Hill, Incorporated. The cost estimates associated with these
proposals were $879,000, $754,362 and $1,100,721, respectively. The original
Engineer's Estimate from the Facilities Plan for Phase I work was $1,303,000. That
estimate included the Demonstration Wetlands work.
A panel consisting of the following members evaluated each proposal in accordance with
weighted criteria established in the RFP:
Greg Scoles, Ashland Assistant City Administrator
Dennis Barnts, Ashland Water Quality Superintendent
Dick Marshall, Ashland Water Quality Supervisor
Robert Weber, PE, Josephine County Public Works Director
Susan Wilson Broadus, PE, Ashland Director of Public Works/City Engineer.
The criteria applied in the evaluation were: 1) General experience and qualifications, 2)
Project understanding and thoroughness in describing technical benefits and ability to meet
pending permit requirements, 3) Community benefits and impacts, 4) Cost and 5) Ability to
provide engineering and construction management promptly and efficiently.
The panelists unanimously selected Carollo Engineers. Following the preliminary selection,
.
.' .
,
the City entered into negotiations with Carollo for additional services to be incorporated
into Phase I. The additional services include: 1) Development of an electrical!
, instrumentation master plan, 2) Assisting the City in negotiations with Department of
Environmental Ouality (DEO) on National Pollutant Discharge Elimination System (NPDES)
permit terms and 3) Expanded landscape architecture services for the purposes of site
screening and blending with the Demonstration Wetlands Project.
The total cost estimate to the City, including the additional services described above,
is $836,849.
, The Engineering Services Contract and Exhibit 1 describing the scope of services are
attached for review.
,.. Recommendation
, Staff recommends Council approval to proceed with execution of this contract with Carollo
Engineers.
..
,.
ENGINEERING SERVICES CONTRACf
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: CAROLLO ENGINEERS
City Hall 5100 Southwest Macadam Ave.
20 E. Main St. Suite 440
AsWand, Oregon 97520 Portland, OR 97201
(503) 482-3211 (503) 227-1885
FAX: (503) 488-5311 FAX: (503) 227-1747
Date of this agreement: 1B: Proposal date:
November 5, 1996 August 22, 1996
'2.3. Contracting Officer: Assistant City Administrator
'2.4. Project:;. Phase I of WWTP Upgrade Project
'6.L Engineer's representative: Robert B. Eimstead
'8.3. Maximum contract amount: $836,849
B. City issued a request for proposals (RFP) for engineering services needed by City for
the project described above. Engineer submitted a proposal in response to the RFP on
the date noted above.
C. After reviewing Engineer's proposal and proposals submitted by other offerors, City
selected Engineer to provide the services covered by the RFP.
City and Engineer agree as follows:
L Relationship between City and Engineer: Engineer accepts the relationship of trust
and confidence established between Engineer and City by this contract. Engineer
covenants with the City to perform services and duties in conformance to and consistent
with the standards generally recognized as being employed by professionals of engineer
caliber in the locality of the project. Engineer further covenants to cooperate with City,
City's representatives, contractors, and other interested parties in furthering the interests
of City with respect to the project. In order to promote successful completion of the
project in an expeditious and economical manner, Engineer shall provide professional
engineering services for City in all phases of the project to which this contract applies,
serve as City's professional engineering representative for the project, and give
professional engineering consultation and advice during the term of this contract.
PAGE 1.ENGINEERING SERVICES AGREEMENT. WWTP Phase I Improvements
..-
Engineer acknowledges that City is relying on Engineer to provide professional
engineering services in a manner that is consistent with the interests of City.
2. Definitions: Generally words, terms and phrases used in this contract shall have the
meaning ascribed to them in the construction industry, unless the context clearly
indicates otherwise. As used in this contract:
2.1. "Contract documents" shall mean this contract, written authorizations under
subsection 5.4, written assignments under subsection 5.2, written amendments to this
contract, schedules established under subsection 5.4 and exhibits incorporated in other
contract documents.
2.2. "City" means the City of Ashland, Oregon.
2.3. "Contracting Officer" means the person specified in Recital 'A' above or that
person's designee.
2.4. "Project" means the project described in Recital 'A'.
2.5. "Work" or "Services" shall mean all labor, materials, plans, specifications,
construction contract documents, opinions, reports, and other engineering services and
products which Engineer is required to provide under this contract.
3. Term: The term of this contract shall co=ence on the date specified in Recital 'N
above and end on completion of all services required by this contract unless sooner
terminated as provided in this contract.
4. Authority of Contracting Officer: The Contracting Officer shall have the authority to
act on behalf of City in the administration and interpretation of this contract. Subject to
the limitations on authoriZation of assignments under subsection 5.2, the Contracting
Officer shall have complete authority to authorize services, the contracting Officer shall
have complete authority to authorize serviCes, transmit instructions, receive information,
interpret and define City's policies and make other decisions with respect to Engineer's
services.
5. Engineering Services:
5.1. Engineer shall provide services to City that are described in Exhibit '1' which
is attached to and incorporated in this contract.
5.2. In addition to the services described in Exhibit '1', the parties may agree to
have Engineer provide other discrete services that are necessary for completion of the
project. Such services will be initiated by written assignments as follows:
PAGE 2.ENGINEERING SERVICES AGREEMENT. WNTP PI1ase I Improvements
19:tmh\c8rolo)
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5.2.1. Assignments under this subsection should be used only for services
that are beyond the scope of.the services described in Exhibit 1. No assignment is
necessary to authorize services that are customarily provided in conjunction with,
or are ancillary to, the services described in Exhibit L
5.2.2. Assignments which cover services that will cost less than
$15,000 or are listed as Optional Services in Exhibit '1' may be initiated by
the Contracting Officer. Assignments that cover services which will cost
more than $15,000 and are otherwise not listed as Optional Services, must
be approved by the City Administrator.
5.2.3. Each assignment shall specify the duties of Engineer, the
objective of the assignment, the scope of the assignment and the estimated
cost of the services.
5.2.4. Each assignment shall be signed by both parties.
5.2.5. Each assignment shall incorporate and be subject to the
provisions of the contract documents unless the assignment specifically
provides otherwise.
5.3. In connection with the services described in Exhibit '1' and services
authorized by assignments under subsection 5.2, Engineer shall:
5.3. L Consult appropriate representatives of City to clarify and
define City's requirements relative to the services. '
5.3.2. Review available data relative to the services.
5.3.3. Identify data which is not available and is needed to fulfill the
services, and act as City's representative in obtaining such data.
5.3.4. Prepare monthly progress reports to the Contracting Officer
on the status of services.
.
5.3.5. Cooperate with other consultants retained by City in the
exchange of information needed for completion of the services and the
project.
5.4. The services described in Exhibit '1' are divided into discrete work elements.
Engineer shall commence performance of services within five days after receiving written
authorization from the Contracting Officer for work elements described in Exhibit '1' or
assigmilents made under subsection 5.2. Engineer shall perform the services as
expeditiously as is consistent with professional skill and care and the orderly progress of
the project. Upon request of City, Engineer shall submit for City's approval, a schedule
PAGE 3-ENGINEERlNG SERVICES AGREEMENT. WNTP Phase I Improvements
19:triot,\oMoIo)
.,
for the performance of work elements described in Exhibit '1' and assignments made
under subsection 5.2. Each schedule shalUnclude allowance for periods of time required
for City's review and approval of Engineer's services. Each schedule, approved by City,
shall become a part of this contract.
5.5 Engineer shall perform the services as an independent contractor in
accordance with generally accepted standards in Engineer's profession. Engineer shall
be responsible for the professional quality, technical accuracy and the coordination of all
services performed by Engineer. Engineer shall, without additional compensation,
correct or revise any error or deficiencies in the services that are caused by Engineer's
negligence. City's review, approval, acceptance of, or payment for, any of the services
shall not-be construed to waive any of City~s rights under this contract or of any cause of
action arising out of Engineer's services. In the event of any breach of this contract by
Engineer or negligent performance of any of the services, City's cause of action against
Engineer shall not be deemed to accrue until City discovers such breach or negligence.
The preceding sentence shall not be coritrued, however, to allow City to prosecute an
action against Engineer beyond the maximum time limitation provided by Oregon law.
5.6. Construction cost estimates provided by Engineer shall be developed on
the basis of practical engineering experience and best professional judgement. While
Engineer will endeavor to ensure that such estimates are accurate, there is no guarantee
that future bids or actual project construction costs will not vary from such estimates.
5.7. Construction documents shall include a provision which indemnifies City
and Engineer, to the fullest extent permitted by law, for all claims, damages, losses and
expenses, including attorney's fees, arising out of, or resulting from Contractor's site
except for the sole negligence of City or Engineer. Both Owener and Engineer shall be
named as additional primary insured(s) by Contractor's General liability and Builder's
All Risk insurance policies, without offset. '
5.7.1. Engineer assumes full responsibility for including provisions in the
construction contract documents requiring the Contractor to provided the
insurance policies required in subsection 5.7.
5.7.2. Engineer is not responsible for the means, methods, techniques,
sequences, or procedures of construction selected by contractor, including safety
precautions and programs incident to the work of Contractor.
6. Assignment of Engineer's Personnel:
6.1. The services covered by this contract shall be rendered by, or under the
supervision of the person specified in Recital 'A' above, who shall act as Engineer's
representative in all co=unications and transactions with City.
PAGE +ENGINEERING SERVICES AGREEMEfolT . WWTP Phase I Improvements
lo:m.h......aIeJ
6.2. Engineer will endeavor to honor reasonable specific requests of City with
regard to assignment of Engineer's employees to perform ,services if the requests are
consistent with sound business and professional practices.
7. Responsibilities of City: '
7.1. City will cooperate fully with Engineer to achieve the objectives of this
contract
7.2. City will provide information, documents, materials and services that are
within the possession or control of City and are required by Engineer for performance of
the services. '
7.3. City will arrange for access to, and make all provisions for Engineer to enter
upon, public and private property as required for Engineer to perform the services.
7.4. City will provide all permits necessary for completion of the project.
7.5. The Contracting Officer will act as liaison between City, Engineer, public
agencies, and others involved in the project.
,
7.6. City shall perform such other functions as are required by written
assignments under subsection 5.2.
8. Payment:
8.1. City shall pay Engineer for services and reimburse Engineer for expenses
incurred by Engineer in performance of services ,in accordance with a payment schedule
to be submitted by Engineer and accepted by City. No reimbursement will be made for
expenses that are not specifically itemized in this payment schedule without prior
approval by the contracting officer.
8.2. Engineer shall submit monthly invoices to City for Engineer's services within
ten days after the end of the month covered by the invoice.
8.3. Total payments under this contract shall not exceed the sum specified in
Recital' A' above unless authorized by assignments under subsection 5.2..
9. Compliance with Law:
9.1. This contract will be governed by and construed in accordance with laws of
the State of Oregon. Engineer shall promptly observe and comply with all present and
future laws, orders, regulations, rules and ordinances of federal, state, City and city
governments with respect to the services including, but not limited to, provisions of ORS
279.312,279.314,279.316 and 279.320.
PAGE 5-ENGINEERlNG SERVICES AGREEMENT. WWTP PhaSe I Improvements
lo:..........w
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9.2. Pursuant to ORS 279.316(2) any person employed by Engineer who performs
work under this contract shall be paid at least time and a half pay for all overtime'in
excess of 40 hours in anyone week, except for persons who are excluded or exempt from
overtime pay under ORS 653.010 to 653.261 or under 29 U.S.c. Sections 201 to 209.
9.3. Engineer is a "subject employer" as defined in ORS 656.005 and shall comply
with ORS 656.017. Prior to commencing any work, Engineer shall certify to City that
Engineer has workers' compensation coverage required by ORS Chapter 656. If
Engineer is a carrier insured employer, Engineer shall provide City with a certificate of
insurance. If Engineer is a self-insured employer, Engineer shall provide City with a
certification from the Oregon Department of Insurance and Finance as evidence of
Engineei:'s status.
9.4. The following provisions concerning equal opportunity in federally assisted
construction projects shall apply to the performance of services under this contract:
9.4.1. Engineer shall not discriminate against any employee or applicant
for employment because of race, color, religion, sex, or national origin. Engineer
shall take affirmative action to ensure that applicants are employed, and that
employees are treated during employment without regard to their race, color,
religion, sex, or national origin. Such action shall include, but not be limited to
the following: Employment, upgrading, demotion, or transfer; recruitment or
recruitment advertising; layoff or termination; rates of payor other forms of
compensation; and selection for training, including apprenticeship. Engineer
agrees to post in conspicuous places, available to employees and applicants for
employment, notices to be provided setting forth the provisions of the
nondiscrimination (Federally Assisted Construction) clause.
9.4.2. Engineer shall, in all solicitations or advertisements for employees
placed by or on behalf of engineer state that all qualified applicants will receive
consideration for employment without discrimination because of race, color,
religion, sex, or national origin.
9.4.3. Engineer shall send to each labor union or representative of
workers, with which it has a collective bargaining agreement or other contract or
understanding, a notice advising the labor union or worker's representative of
Engineer's commitments under this section, and shall post copies of the notice in
conspicuous places available to employees and applicants for employment.
9.4.4. Engineer shall comply with all applicable provisions of Executive
Order 11246 of September 24, 1965, as amended, and of the rules, regulations,
and relevant orders of the Secretary of Labor.
9.4.5. Engineer shall furnish all information and reports required by the
amended Executive Order and by the rules, regulations, and orders of the
PAGE 6-ENGINEERING SERVICES AGREEMENT - WWTP Phase I Improvements
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Secretary of Labor, and shall permit access to its books, records, and accounts by
the Bureau of Reclamation and the Secretary of Labor for purposes of '
investigation to ascertain compliance with such rules, regulations, and orders.
9.4.6. In the event of Engineer's noncompliance with the
nondiscrimination clauses of this contract or with any of the rules, regulations, or
orders, this contract may cancelled, terminated, or suspended, in whole or in part,
and Engineer may be declared ineligible for further government contracts or
federally assisted construction contracts in accordance with procedures authorized
in the Executive Order 11246, as amended, and such other sanctions may be
imposed and remedies invoked as provided in the Executive Order, or by rule,
regulation, or other of the Secretary of Labor, or as otherwise provided by law.
9.4.7. Engineer shall include the provisions of subsections 9.4.1 through
9.4.7 in every subcontract or purchase order unless exempted by the rules,
regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of
the amended Executive Order 11246 so that such provisions will be binding upon
each subcontractor or vendor. Engineer will take such action with respect to any
subcontract or purchase order as the Bureau of Reclamation may direct as a
means of enforcing such provisions, including sanctions for noncompliance:
provided however, that in the event Engineer becomes involved in, or is
threatened with, litigation with a subcontractor or vendor as a result of such
direction by the Bureau of Reclamation, Engineer may request the United States
to enter into such litigation to protect the interests of the United States.
10. Ownership of Documents: All documents prepared by Engineer pursuant to this
contract shall be the property of City. To the extent permitted by law, City shall, within
the limits of the Oregon Tort Claims Act, defend, indemnify and hold harmless
Engineer, its consultants, agents and employees against all damages, claims, expenses and
losses arising out of any reuse of plans, specifications and other documents prepared by
Engineer without prior written authorization of Engineer.
11. Records: ~
11.1. Engineer shall develop and maintain complete books of account and other
records on the services which are adequate for evaluating Engineer's performance.
Engineer shall maintain records in such a manner as to provide a clear distinction
between the expenditures and revenues related to the project and the expenditures and
revenues related to Engineer's other business.
11.2. Engineer's books and records shall be made available for inspection by City
at reasonable times, to verify Engineer's compliance with this contract. City shall have
the right to request an audit of Engineer's books and records by a certified public
accountant retained by City.
PAGE 7.ENGINEERlNG SERVICES AGREEMENT. WWTP Phase I Improvements
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12. Indemnification: Engineer shall defend, indemnify and save City, its officers, agents,
and employees harmless from any and all claims, actions, costs, judgments, damages or
other expenses resulting from injury to any person (including injury resulting in death,)
or damage to property (including loss or destruction), of whatsoever nature arising out of
or incident to the negligent performance of this contract by Engineer (including but not
limited to, the negligent acts or omissions of Engineer's employees, agents, and others
designated by Engineer to perform work or services attendant to this contract).
Engineer shall not be held responsible for any claims, actions, costs, judgments, damages
or other expenses, directly and proximately caused by the negligence of City.
B. Insurance:
13.1. Engineer shall, at its own expense, at all times during the term of this
contract, maintain in force:
13.1.1. A comprehensive general liability policy including coverage
for contractual liability for obligations assumed under this contract, blanket
contractual liability, products and completed operations and owner's and
contractor's protective insurance;
13.1.2. A professional errors and omissions liability policy; and
13.1.3. A comprehensive automobile liability policy including owned
and non-owned automobiles.
13.2. The coverage under each liability insurance policy shall be equal to or
greater than'the limits for claims made under the Oregon Tort Claims Act with
minimum coverage of $500,000 per occurrence (combined single limit for bodily injury
and property damage claims) or $500,000 per occurrence for bodily injury and $100,000
,per occurrence for property damage.
13.3. Liability coverage shall be provided on an "occurrence" basis. "Claims
made" coverage will not be acceptable, except for the coverage required by subsection
13.1.2.
13.4. Certificates of insurance acceptable to the City shall be filed with City prior
to the commencement of any work by Engineer. Each certificate shall state that
coverage afforded under the policy cannot be cancelled or reduced in coverage cannot
be made until at least 30 days prior written notice has been given to City. A certificate
which states merely that the issuing company "will endeavor to inail" written notice is
unacceptable.
14. Default:
PAGE ~GINEERJNG SERVICES AGREEMENT. WoNTP Phase I Improvements
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14.1. There shall be a default under this contract if either partY fails to perform
any act or obligation required by this contract within ten days after the other party gives
written notice specifying the nature of the breach with reasonable particularity. If the
breach specified in the notice is of such a nature that it cannot be completely cured
within the ten day period, no default shall occur if the party receiving the notice begins
performance of the act or obligation within the ten day period and thereafter proceeds
with reasonable diligence and in good faith to effect the remedy as soon as practicable.
14.2. Notwithstanding subsection 14.1, either party may declare a default by
written notice to the other party, without allowing an opportunity to cure, if the other
party repeatedly breaches the terms of this contract .
14.3. If a default occurs, the party injured by the default may elect to terminate
this contract and pursue any equitable or legal rights and remedies available under
Oregon law. All remedies shall be cumulative.
14.4. Any litigation arising out of this contract shall be conducted in Circuit Court
or District Court of the State of Oregon for Jackson County.
15. Termination without Cause:
"
15.1. In addition to the right to terminate this contract under subsection 8.4 or
subsection 14.3, City may terminate by giving Engineer written notice sixty days prior to
the termination date.
15.2. In addition to the right to terminate this contract under subsection 14.1,
Engineer may complete such analyses and records as may be necessary to place its files
in order and, where considered necessary to protect its professional reputation, to
complete a report on the services performed to date of termination.
15.3. If City terminates the contract under subsection 15.2"Engineer shall be paid
for all fees earned and costs incurred prior to the termination date. Engineer shall not
be entitled to be compensated for lost profits.
16. Notices: Any notice required to be given under this contract or any notice required
to be given by law shall be in writing and may be given by personal delivery or by
registered or certified mail, or by any other manner prescribed by law.
16.1. Notices to City shall be addressed to the Contracting Officer at the address
provided for the City in Recital 'A' above.
16.2. Notices to Engineer shall be addressed to the engineer's representative at
the address provided for the Engineer in Recital 'N above.
PAGE 9-ENGINEERlNG SERVICES AGREEMENT. wwrp Phase Ilmprovemon1s
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17. Assignment: City and Engineer and the respective successors, administrators, assigns
and legal representatives of each are bound by this contract to the other party and to the
partners, successors, administrators, assigns and legal representatives of the other party.
Engineer shall not assign or subcontract Engineer's rights or obligations under this
contract without prior written consent of City. Except as stated in this section, nothing in
this contract shall be construed to give any rights or benefits to anyone other than City
and Engineer.
18. Modification: No modification of this contract shall be valid unless in writing and
signed by the parties.
ENGINEER
CITY
BY
BY
Gary Deis, Partner
Date
BY
REVIEWED AS TO CONTENT:
Jamel Demir, Partner
Date
Fed. ID #86-0132531
BY
City' Department Head Date
BY
City Legal Counsel Date
CODING:
(for City use only)
PAGE 1G-ENGINEERlNG SERVICES AGREEMENT. WWTP Phase I Improvements
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EXHIBIT 1
ENGINEERING SERVICES
FOR PHASE 1 OF THE CITY OF ASHLAND
WASTEWATER TREATMENT PLANT UPGRADE PROJECT
INTRODUCTION
Engineer shall provide the following Phase 1 services related to the design and construction
management lor the upgrade 01 the City's wastewater treatment plant as generally described in the
City.s request lor proposals dated August 19, , 996. Engineer's services may continue on subsequent
phases 01 work depending upon satisfactory completion 01 preceding phases. Subsequent work and
compensation will be identified in amendments or extension 01 the original engineering services
contract.
TASK I . Preliminary DesIgn Services
The objective 01 the preliminary design task is to more lully outline the project elements that have been
identified by the Facilities Plan as Phase 1 project elements. A key component 01 this effort Is to
integrate successful aspects 01 the Demonstration Wetland Project into the treatment plant upgrade
design to improve the cost effectiveness 01 the overall project. There remains several issues that are
not fully defined at this time. These items will be relined through engineering evaluations as well as
input from the plant operations staff and City steff so that a recommended approach can be
established.
1.1 Review Existing Data
Engineer shall obtain and review existing data, plant hydraulics, reports, as.built plans, specifications,
and other pertinent information that relates to the project. The objective of this subtask is to gain an
understanding of the existing plant facilities. plant operations and the proposed improvements.
1.2 Finalize Project Elements
Engineer shall prepare a series 01 technical memoranda which shall refine the elements of the Phase
1 project. These memoranda will be consolidated into a predesign report which will be submitted to
the City in a draft lorm lor review and comment and as a linalized document.
Technical Memorandum No 1 . Headworks Improvements and Odor Control
Tha type of odor control technology (wet scrubbers, carbon scrubbers and biofilters) and the type of
mechanical screen (climber screens, continuously cleaned screens and rotating screens) will both be
evaluated and the most appropriate and cost effective equipment in both cases shall be determined.
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The alternatives that are available for containing odors so that the foul air can be treated shall be
evaluated. This evaluation shall include constructing a building to enclose the existing headworks
structures as well as installation 01 covers over the various channels and basins which comprise the
, headworks. Alternative materials of construction for a building which shall be evaluated shall include
masonry block, wood frame. and metal frame buildings.
The scope of engineering design services which Engineer shall provide under Task II is based on the
assumption of the installation of a carbon scrubber for foul air treatment. installation of a climber
screen and screenings conveyor to a dumpster, and construction of a masonry block building around
the existing headworks structures. This basis for the scope of the design effort may require revision
depending upon the recommendations put forth in Technical Memorandum No.1.
Technical Memorandum No.2 - Secondarv Treatment Ootions
Two options lor secondary treatment shall be evaluated under this subtask: utilizing an oxidation ditch
process or utilizing an activated sludge process with diffused air technology. Both options shall be
evaluated for feasibility, performance, capital cost. operating costs, and ability to satisty discharge
permit limits. Design criteria and s~e layouts shall be developed for both processes.
Engineer shall also prepare an analysis of phasing options for incorporating new secondary treatment
facilities into the Phase 1 project. This analysis shall evaluate the cost impacts, treatment implications
and construction requirements relative to phasing options that are available to the City.
The scope of engineering design services which Engineer shall provide under Task II is based on the
assumption of the Installation of new floating aerators and the construction of a selector zone in one
of the existing aeration basins. It is assumed that construction of new secondary treatment facilities
recommended by this technical memorandum (oxidation ditch or aeration basins) will be constructed
under Phase 2, This basis for the scope of the design effort may require revision depending upon the
recommendations put forth in Technical Memorqndum No.2. '
Technical Memorandum No.3. Disinfection Ootions
Engineer shall prepare a technical memorandum evaluating the following disinfection options.
1. Ultraviolet light
2. Gaseous Chlorine / SOe
3. Hypochlorite I Bisulfite
The evaluation shall include capital, operations, and maintenance costs and ability to reliably meet e.
coli limits. The evaluation of the gaseous chlorine option shall consider safety issues and the impacts
associated with compliance with Fife Code requirements. Undertaking a risk analysis relative to the
continued use of gaseous chlorine and incorporating this analysis as part of the evaluation is beyond
the scope of this technical memorandum.
The scope of engineering design services which Engineef shall provide under Task II is based on the
assumption of the installation of an ultraviolet disinfection system in one of the existing chlorine contact
basin channels. This basis for the scope of the design effort may fequire revision depending upon the
recommendations put forth in Technical Memorandum No.3.
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Technical Memorandum No.4 - Electrical/Instrumentation Mester Plen
Engineer shall evaluate the electrical loads for the Phase 1, Phase 2 and Phase 3 projects. Based
, upon this evaluation, Engineer shall determine the cost effective approach to electrical improvements
at the site, such as upsizing the existing power feed and main switchgear, sizing of motor control
canters to accommodate the future loads and sizing of duct banks and electrical manholes.
Engineer shall include an evaluation of the standby power needs of the plant which shall incorporate
the recommendations provided in Technical Memoranda Nos. 1 . 3.
Engineer shall prepare a conceptual plan for upgrading or replacing the existing Instrumentation
devices at both the treatment plant and the pump stations which are part of the collection system.
Engineer shall identify the instrumentation system and devices thet will be needed for the future
facilities envisioned by the Facilities Plan. This master plan shall be in sufficient detail to allow
preparation of the Phase 1 and Phase 2 designs so that construction of the Instrumentation systems
under future phases will be facilitated.
TechnicllJ Mllmorendum NO.5. B:lsis of DQSian
This memorandum will consolidate the recommendations of Technical Memoranda Nos. 1 - 4 to
establish the basis of design for the Phase 1 project. The memorandum will refine the project
elements for each phase of the project, establishing the recommended division of project elements
based on cost effectiveness; operational considerations, compliance with regulatory issues and
constructablity. Design criteria for the Phase 1 project elements will be set forth. Plant layouts
developed under Task 1.5 will be included in this memorandum.
1.3 OED Coordination & NPDES Permit Negotiation
Engineer shall interface with OED during this phase of the project. Engineer shall conduct a kickoff
meeting with the Department to obtain consensus on the approach to the project, gain an
understanding of the DEO' s concems and outstanding issues, and seek to establish a partnering
relationship between the Engineer, the C~y and DEO. Engineer shall maintain contact with DEO
during the course of preliminary design.
Engineer shall assist the City in negotiation with OED and finalization of the NPDES permit for the
wastewater treatment plant. This task will Include providing review of draft permits, attendance at up
to four meetings to resolve permit issues, provide technical review and Input on permit issues, and
general coordination and interface with DEO by telephone, correspondence and facsimile.
The work identified above as part of this subtask 1.3 will be limited to a total of 200 hours. This labor
hour estimata does not include hours associated with work to be undertaken by subconsultant Scott
Wells.
Technical assistance in support of NPDES permit negotiation will be provided by Scott Wells. PhO,
who will be a subconsultant to Carollo Engineers. Technical review of draft permits shall include a
review of background information on Bear Creek and Ashland Creek including DEO water quality data,
flow data and characteristics of point and non.point source discharges. A mixing zone model for
discharge to Bear Creek shall be constructed using the EPA CORMIX model. The results of this
model shall be utilized ta study the dilution effects for ammonia toxicity which will influence the
allowable ammonia concentration in the plant eHluent. A reviaw of the in-stream model used by DEQ
for establishing TMDLs (QUAL2E) will be conducted to evaluate the appropriateness of the application
of this model to Bear Creek.
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1.4 Public Parlicipation/Education
Engineer shall assist the City in undertaking a public participation and education program. Engineer
shall develop the program content and shall prepare materials such as meeting anncuncements,
project descrlptlons, fliers. newsletters, and door hangers, Engineer shall assist City in conducting a
presentation for neighbors of the treatment plant, City Council members. and other concerned
individuals and organizations. Up to 3 meetings are anticipated.
The presentations shall focus on providing information, promoting the project as a positive component
of the City's goal of protecting water quality, identifying positive Improvements and pOssible negative
impacts. and soliciting concems. Presentations will be coordinated with the demonstration wetlands
project.
1.5 Prepare Preliminary Layouts and Design Criteria
Engineer shall prepare a preliminary design layout and design criteria for recommended Phase 1
improvements. Layouts shall be Incorporated Into Technical Memorandum No.5.
1.6 Preliminary Cost Estimate
Engineer shall refine the Phase 1 cost estimate identified in the Facilities Plan by preparing a
preliminary estimate of the project cost based upon the layout and design details determined from the
preliminary design effort.
1.7 Evaluation of Reuse Options
Engineer shall assist the City in efforls to evaluate and pursue viable reuse water options. This task
will involve attendance at meetings w~h various Interested parties. Engineer's scope for this task is
limited to 100 hours.
1.8 Landscape Architecture
Engineer shall develop conceptual landscape layouts for the entire plant sita for the purposes of site
screening and blending into the wetlands landscape. An architectural subconsultant will be utilized
to prepare conceptual layouts, artistic renderings, and other materials that may be needed for public
meetings. A preliminary landscape plan specifically for the Phase 1 project will be developed,
1.9 Meet with City Staff
Engineer shall meet with City staff during the course of the predesign effort to obtain input, report
preliminary reCommendations and communicate progress and status of the various tasks that are
underway.
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Prior to completing the preliminary design effort, Engineer shall conduct a workshop with City staff to
present the results of this phase of the work, review the preliminary design recommendations, and
obtain input. Meeting notes will be developed and distributed to document this step of the process.
Work products developed during preliminary design will be finalized after this meeting by incorporating
the review comments Bnd input obtained from this workshop.
TASK 2 - Final Design Services
Task 2 entails the preparation of final design documents for the Phase 1 plant upgrades. Engineer's
scope of work is based on the design of the, project elemen1s listed below which are the project
elements that are anticipated based upon the knowledge of the project to date, The project elements
may be revised based upon the outcome of the predesign effort.
Headworks
1. Remove existing screens and replace with one climber screen and a manual screen in the second
channel. Install a conveyor to transport the screenings ta a dumpster for hauling off site.
2. Replace the grit collector mechanism and drive with new equipment.
3. Enclose the existing structures with a masonry block building and Install a carbon scrubber to treat
foul air,
Primarv Clarifier
1. Replace the existing sludge collector mechanism with a new mechanism and drive.
2. Replace the existing primary sludge pump.
Aeration Basin
1. Install three new floating aerators in one of the existing basins and provide electrical power to the
third aerator.
2. Install a baffle that will serve as selector basin.
Secondarv Clarifier
1. Replace the existing sludge collector mechanism with a new mechanism and drive.
2. Minor rehabilitation to Clarifier NO.2.
3. Modify the existing RAS/WAS Pump Station to increase efficiency of flow splitting and install new
pumps.
Disinfection
1. Modify one channel of the existing chlorine contact basin and install new ultraviolet disinfection
equipment.
2. Add scrubbing equipment at the existing chlorine storage room.
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Outfall
1. Construct new outfall to Bear Creek within the existing pUblic right-of-way and install diffuser at
terminus.
, Electrical Svstem
1. Upgrade main power distribution system to accommodate future loads that are projected.
2. Upgrade existing MCC rooms at the Operations Building and the Headworks.
3. Construct a stand-by power system.
Landsl'-"nina
1. Add landscaping, lendscape irrigation system and sije screening as defined by the preliminary
landscaping plan developed under task 1.S,
2.1 Prepare Final Design Drawings
Final design drawings shall be prepared in sufficient detail to allow competitive bidding and successful
construction of the project. Anticipated design drawings are Identified in the attached table.
Emphasis shall be given to coordinating the project design with future project phases. This
coordination will include the wetlands demonstration project and future irrigation system pump station
and forca main. In addition, piping systems shall be designed and stub-outs provided to facilitate the
Installation of future piping under subsequent project phases. Likewise, electrical systems shall be
sized for future loads when this sizing is determined to be economical and duct banks shall be
designed to accommodate future additions.
The design shall also include specific provisions. for bypassing flows around structures to allow work
within an existing structure to take place. Engineer shall provide descriptions of temporary facilities
that the contractor must prOVide to allow the treatment plant to remain in good working condition while
modifications to axisting facilities are underway.
Design drawings shall be provided to the City and DEO for review and comment at the 50% and 90%
completion stages. Review comments will be incorporated into the drawings.
2.2 Prepare Project SpeCifications
Engineer shall prepare specifications for the project using EJCDC "front end" specifications with
Supplementary Conditions developed specifically for this project. Technical specifications shall be in
CSI format. The project specifications shall ba submitted to the City and DEO for review along with
the design drawings at tha 50% and 90% design stages. Review comments shall be incorporated Into
the specifications.
2.3 Design Review Meetings
Engineer shall conduct review meetings with the City staff during the course of preparing the final
design drawings. Meetings shall be held at least three times, these meetings occurring at the 25%.
50%. and 90""" design stages. All meetings will be held at the Ashland Treatment Plant
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2.4 Quality Control Reviews
Engineer shall conduct an internal Quality Control review check at the 50 percent design stage. This
review will focus on the technical aspects of the design, coordination between the new facilities and
the existing facilities and constfUctability of the new facilities.
A second Quality Control review shall be conducted at the 90 percent complete design stage.
2.5 Prepare Final Engineer's Cost Estimate
The preliminary cost estimate shall be updated based upon the final design at the new facilities. This
estimate shail be completed at the 90% complete design stage.
2,6 Prepare DEQ Submittals
Engineer shall continue coordination with DEQ during the final design of the project. Engineer shall
periodically advise the Department of project status and regulatory interlaces will be specificelly
addressed. DEQ will be invited to the progress meetings and will be provided with progress submittals
of the Drawings and Specifications at the 50% and 90% design completion points.
TASK 3. Construction Services
This Task includes the administration of the construction phase of the project.
3.1 ' Bid Period Services
Engineer shall assist the City during bidding of the project by answering questions posed by
contractors and developing addenda to the Contract Documents. Engineer shall assist City staff in
conducting a pre-bid conference for Interested bidders. Following receipt of bids, Engineer shall assist
City staff in evaluating the bids to determine the lowest responsible responsive bidder,
3.2 Construction Period Services
Construction period services are based upon a construction time of 10 months. Engineer shall provide
the fallowing services during construction of the plant upgrade project:
a. Work directly with the plant operations manager to provide the proper coordination necessary
to maintain plant operation during construction.
b. Coordinate with City staff regarding the contractor's activities such as payment requests,
change order requests, and construction issues that arise during the course of the project
c. Provide on.site inspection services to evaluate and monitor the consistency and quality of
construction. Identify inconsistencies between the constructed work and the Contract
Documents and transmit written documentation to the contractor,
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d. Conduct twice monthly meetings with City staff and the contractor.
, e. Provide interpretations of the Contract Documents. issues clarifications and provide field
changes as necessary.
f. Coordinate construction reviews with DEO.
g. Coordinate field changes with the contractor' s preparation of as-built drawings and review
as-built drawings for accuracy and completeness.
h. Assist plant staff with start-up of the new facilities.
3.3 Submit1al Review
Engineer shall review submittals in sufficient detail to ascertain that the submitted items conform
generally to the intent of the Contract Documents. Engineer shall develop written responses to
submittals which detail the review comments that were generated. Scope of Services under this task
, is limited to 175 individual submittals and 50 resubmittals,
3.4 Contract Record Drawings
Prepare and submit to the City one set 01 reproducible drawings and the electronic AutoCAD files of
drawings rellecting changes made during the course 01 construction.
OPTIONAL SERVICES
Because all components 01 this project cannot be defined at the time 01 execution of this Contract.
expansion of the scope outlined herein may be necessary as the project proceeds. This section
describes optional services that the Engineer shall provide if directed by the City of Ashland.
Authorization to proceed with these services must be issued in writing by the City.
Exoand Final Dllsion Services
Expand the final design services to include the design 01 project elements that are identified in the
Facilities Plan as either Phase 2 or Phase 3 elements. The budget allowanca for this optional service
is established at approximately 10 percent of the cost of final design services for the be$8 project
($40,000). '
Exoand Construction Services
Engineer shall provide the services outlined under Tesk 3 herein for the additional time period that may
be required for construction of an expanded project. The budget allowance for this optional service
has been established at $30.000 which would provide approximately 4 additional months of
construction period servicas beyond the 10 month duration estimated for completion 01 base project.
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Exoand DEO Coordination
Engineer shall provide additional technical support that is beyond the scope outlined under Tasks 1,3
and 2.6. Additional technical support may involve attendance at meetings, development of data that
is not anticipated under this scope of services, or resolution of issues that may arise during the project.
A budget allowance of $5000 is provided for purposes of estimating the extent of the optional services
that may be provided.
Excand Involvement In Water Reuse Issues
Engineer shall expand involvement in rEisolution of water reuse issues such as attendance at additional
meetings over the number of meetings identified in the scope of services or development of additional
technicel background as may be necessary to resolve reuse Issues. A budget allowance of $5000 is
provided for purposes of estimating the extent of the optional services that may be provided.
MILESTONE COMPLETION DATES
Draft Predesign Report
Final Predesign Report
Submit by January 31,1997.
Submit within 14 days after receiving City's comments
on Draft report.
Submit by March 3,1997
Submit by May 30,1997
Submit by June 10, 1997
Submit by June 30, 1997
50% Drawings and Specifications
90% Drawings and Specifications
90% Cost Estimate
Final Drawings and Specifications
DELIVERABLES
Engineer shall prepare and submit to the City of Ashland the following work products:
1. Predesign Memoranda
2. Preliminary Layouts
3. Preliminary Cost Estimate
4. Meeling Notes
5. 5 sets of 50% complele and 90% complete Drawings and Specifications for review.
6. 20 sets of Final Design Drawings
7. 20 sets of Final Project Specifications
S. One full set of mylar reproducible drawings
9. Engineer's Cost Estimate @ 50% and 90%
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, O. Copies of construction-related correspondence
, 11. A~-built drawings
12. Monthly progress reports
SERVICES NOT INCLUDED IN ENGINEERS SCOPE OF WORK
The following services are not within the Engineer's scope of services. If desired by the City,
additional services will be provided as part of subsequent revisions to this Contract.
1. The cost of permit fees.
2. Administration of State Revolving Loan Fund.
3. Design of project elements not specifically noted herein.
4. O&M Manual revisions to Incorporate new facilities.
5. Materials testing during construction.
S. Services during two year warranty period.
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~3 OllO~tl:) NHOf WdEE:S0 96, tE DO
CIlY OF ASHLAND
Department of Community Development
MEMORANDUM
Conservation Division
DATE:
October 29, 1996
TO: .. ~ayor and City Council
FRO~ick Wanderscheid, Conservation Manager
RE: New Conservation Program -- For Your Information
The City of AsWand's Conservation Division is pleased to announce a new program
which can help AsWand citizens save both water and energy. The new program, which
officially begins on November 1, 1996, is paying cash rebates to encourage citizens to
purchase front loading or horizontal axis washing machines. Tumble action washers, as
the industry is now calling them, are in widespread use virtually everywhere in the world
except North America. Because this technology uses gravity instead of an agitator to
move the clothes, it needs far less water and detergent to wash clothes as well as washing
clothes better and more gently. This also translates to less energy needed to heat water
for laundry use. To encourage AsWand citizens to purchase these new machines, we are
offering cash rebates to reduce their initial cost. Presently there are four European
manufacturers and one American manufacturer offering models which qualify for the
rebate. The rebate amounts are $200 for residences with electric water heaters and $75
for residences with gas water heaters.
The electric savings portion of the rebate is being paid for with OMECA funding, while
the water savings rebate is being paid for out of the City's existing Water Conservation
budget. To our knowledge, we are the only Northwest utility that has blended both
water and energy conservation benefits together to increase rebate amounts.
':1 ..~
~emnraudum
October 31, 1996
'ffi 0:
Honorable Mayor and City Council
Brian L. Almquist, City Admini~
Agreement with AP & RC for Wetlands Demonstration Project
Jff rom:
~ uhjed:
I am happy to report that we have reached agreement with the Ashland
Park Commission, setting forth the terms and conditions for locating
our demonstration Wetlands/Soil Treatment Project on Park land
adjacent to the wastewater Treatment Plant.
The commission has been very cooperative throughout the process,
recognizing the educational value of the project, as well as the possible
future tie-in of passive park areas with water treatment facilities,
Recommendations:
It is recommended the Mayor and City Recorder be authorized to sign
the agreement on behalf of the City.
-----
.,.
Memorandum of Understanding
between
City of Ashland and Ashland Parks and Recreation Commission
for the
Wetlands Demonstration Pilot Project
city and Commission enter into this Memorandum of Understanding on October 1, 1996
for the purpose of providing a wetland demonstration pilot project rproject") site using
dedicated park land.
City and Commission agree:
1. City's Initial Obligations. City shall:
1.1. Include a Parks and Recreation Commissioner and the Parks and Recreation
Director in the selection process for the firm which will develop the project.
1.2. Allow the Commission the opportunity to approve the final design of the project
as it pertains to public access prior to construction.
1.3. Allow public access to the project which shall be open for public use as
determined by the Commission unless for health, safety or maintenance reasons the area
may be closed for a temporary period.
1.4, Assume all costs associated with the project including but not limited to
planning, development, construction, public access, areas and amenities for public use
as shown in the Demonstration Wetlands Project Request for Proposals and Contract.
1.5. Assume total responsibility for all costs associated with the overall
management, monitoring, and ongoing maintenance including the public access, public
use areas and amenities during the duration of the project,
2. City's Obligation Upon Continuance. If at the end of the three-year project the City
chooses to continue to operate the wetlands system as part of the city's sewage or storm
drainage systems, the City will assume all costs associated with the management,
monitoring, improvements, and maintenance of the wetland pond area including public
access, use areas and amenities.
3. City's Obligation Upon Discontinuance. If the City continues to use the wetland pond
beyond the project but, at some future date, chooses to discontinue use of the wetland
pond as part of its sewage or storm drainage systems, the City will give the Commission
a one-year written notice of its intent not to use the pond. During this one-year period, the
City will continue to be responsible for all costs associated with the area as described in
this Memorandum of Understanding.
PAGE 1-MEMORANDUM OF UNDERSTANDING (ppa,k.\watlond.moo}
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4. Commission Not Required to Payor Continue. The Commission is under no
obligation to retain the wetlands project area as established or to reimburse the City for
any costs associated with the project, If, at the end of the project, the City does not
choose to incorporate the wetland area into its sewage or storm drainage systems, the
Commission is under no obligation to the City to retain the project area as established or
to' reimburse the City for any costs associated with the project.
5. Restoration Requirements of City. Following the three-year project or after the one-
year notification period indicating that the City will no longer be using the area, the
Commission will have 90 days to inform the City whether or not it chooses to have the
land on which wetlands project area has been constructed restored to its former condition
prior to construction.
5.1. If the Commission chooses to have the area restored to its prior condition, the
City will be responsible for all costs associated with restoring the site to its prior condition
including costs of mitigation if necessary.
5.2. The Commission will have the opportunity to approve all plans associated with
restoring the site including but not limited to determining specifications, setting a
reasonable time-line for completion of the project, reviewing progress of the restoration
regarding meeting specifications, and having final approval of acceptance of the project
as complete.
6. Commission's Obligations. The Commission shall:
6.1. Provide the land depicted in Attachment A for the duration of the project.
6.2, Continue to provide the land as specified above if the City chooses to continue
utilizing the wetland pond for City purposes associated with the sewage or storm drain
systems.
CITY OF ASHLAND
CITY OF ASHLAND PARKS AND
RECREATION COMMISSION
By
Catherine Golden, Mayor
By
Teri Coppedge, Chair
By
Barbara Christensen, City Recorder
PAGE 2-MEMORANDUM OF UNDERSTANDING (p,p.,ks\wet'.nd..moul
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Nov. 2, 1996
Publisher O'Brien
Managing Editor Keating
Ashland Daily Tidings
Greetings:
Because I am a newspaper buff and because I wish the Tidings well,
share this thought with you: your paper is rapidly losing my respect.
Your egregious cheerleading for DeBoermoutside of your editorial
column---is inexcusable and unacceptable. If you don't see that you have
been doing precisely that---bean counting and random call polls on the
front page, indeed!---then I am afraid that you have abandoned any
acceptable journalistic standards.
In this regard, look at the headings of the election letters you
published today: every letter of support for DeBoer has his name in the
heading; those that support Golden do not. Is that an accident?
Your reportage (Nov. 2) of Friday's SDC study meeting was wretched:
biased, incomplete, and misleading. To make partial amends, you should
publish the attached letter.
I read your paper very carefully. If I do not see any improvement
over your recent performance, I shall be forced to adopt your own rule: it
will be time to change, that is, to cancel my subscription.
Regretfully,
~dI {(Lf/1f~Ct'''l-
CaVanaugh
P.O. Box 247
<shland, OR 97520
VJ?'2--CrY3
. '.
November 2, '96
FAX/letter; To the Mayor and Members of the Ashland City Council
From Gerald Cavanaugh, P.O. Box 247, Ashland, 0 97520; Fax: 541-488-8216; Tel. 482-6543.
Greetings:
Having attended yesterday's 'Study Session" devoted to the issue of
Systems Development Charges, I am moved to share with you some of my
perceptions and reactions.
In the first place, it became very clear to me that on such an issue the
committee set up to make SDC recommendations to the Council ought to have
had a membership heavily weighted on the side of citizens without any material
or financial connection to the Chamber of Commerce, developers, or
contractors. Only then can the rest of our citizens be sure that decisions will
be made that have the interests of the entire city and its people as the primary
purpose and goal.
I do not mean to imply some sort of conspiracy to the effect that those
directly involved in development willfully and deliberately set out to feather
their own nests.
simply mean that there are inherent conflicts of interest we
should recognize and avoid, and that no person is so exceptional as to be above
confusing personal and public benefits.
As it turned out, I learned at the meeting, that this 'private citizen"
element was lost or severely diminished rather early in the process, to the
detriment of the 1996 SDC revision proposal. The city is now very tardy in
concluding the decision-making process and finds itself having to go over
issues that should have been settled months ago.
There are some other 'perception" points I must share with you. So far as
could tell there were very few ordinary citizens in attendance.
myself was
there only because Jack Nicholson alerted me to the meeting and I, in turn,
asked other citizens to attend. Most of the active participants were from the
"development" industry. And I must say that, for all their talk about
"methodology," "hard numbers, " and "equitability" (a new word to me), it
seemed to me that their only concern was to see the lowest SDCs as possible,
said as much at the meeting, and advised them to be aware that this is by no
means an uncommon interpretation of their position,
Incidentally, the Ashland Daily Tidings, in its sketchy and misleading
story on the meeting (Nov. 2) at once illustrates and perpetuates this distortion
of the deliberative process. It describes the opponents of the revised SDCs
simply as "Ashland citizens" or as "former members of [the SDC] committee,
thus failing to note that all of those "citizens" and "former members" who
were in opposition are connected to the development community. There is no
mention in the story of the support given to the higher SDCs by private citizens
like myself. In other words, the Tidings report is unjustifiably biased in favor
of the developers. Very poor journalism, if not outright propaganda.
Another perception, admittedly "subjective," as all perceptions are: I
judged that the "development" spokespersons, far from being deferential to the
members of the Council---who, after all) represent the sovereign people-non
the contrary struck me as impatient with the Council, and almost arrogant in
presenting their particular views on the issues. This perception, too, is not
limited to my own subjective views and it should be something that the
development community takes into consideration.
Finally, the SDCs themselves: they should be as realistic as possible,
Given that the future is unknown and that "hard numbers" are at best very soft
and at worst an illusion, "worst case s~ario" numbers should be the
benchmark, Of course, the estimates must be empirically well-founded and
methodologically, legally, and constltuticmally defensible. But this means that
the SDCs must be higher rather than lower.
My position is that the existing SDCs are too low; that the proposed
$7,388. amount is but a step in the right direction; and that, if we really want
to manage our growth and development in a way that will preserve and enhance
Ashland's unique qualities, we shall have to raise them even higher. As Jack
Nicholson pointed out in his September 23 Daily Tidings commentary, Oregon
excludes from the SDC accounting system such inevitable and very expensive
matters as schools, fire protection and law enforcement facilities, and other
capital improvements. These exclusions alone argue in favor of "worst case
scenario" costing of SDCs,
Finally, we should recognize (1) that SDC costs are not necessarily passed
on to home buyers; (2) that increasing such costs does not necessarily have a
negative impact on low-land moderate-income housing; (3) that SDCs are not
necessarily bad for economic development; and (4) that SDCs are not difficult
or costly to administer. I refer readers to Arthur C. Nelson, "Development
Impact Fees: The Next Generation," The Urban Lawyer, Vol. 26, No.3 (Summer
1994) and to the publication of the 1000 Friends of Oregon, Landmark, January
1996, a special issue on growth in Oregon.
I write all this in support of the work of the Mayor and the Council and
with the hope that they will continue to keep as their primary goal the welfare
of the entire citizenry and our posterity.
Sincerely, ,11 I {( (7.-.., '" Jl./
~IJA{\.M lJ,WliOUuy,L/'
November 2, '96
FAX/Letter; To the Mayor and Members of the Ashland City Council
From Gerald Cavanaugh, P.O. Box 247, Ashland, 0 97520; Fax: 541-488-8216; Tel. 482-6543.
Greetings:
Having attended yesterday's "Study Session" devoted to the issue of
Systems Development Charges, I am moved to share with you some of my
perceptions and reactions.
In the first place, it became very clear to me that on such, an issue the
committee set up to make SDC recommendations to the Council ought to have
had a membership heavily weighted on the side of citizens without any material
or financial connection to the Chamber of Commerce, developers, or
contractors. Only then can the rest of our citizens be sure that decisions will
be made that have the interests of the entire city and its people as the primary
purpose and goal.
I do not mean to imply some sort of conspiracy to the effect that those
directly involved in development willfully and deliberately set out to feather
their own nests.
simply mean that t,here are inherent conflicts of interest we
should recognize and avoid, and that no person is so exceptional as to be above
confusing personal and public benefits.
As it turned out, I learned at the meeting, that this "private citizen"
element was lost or severely diminished rather early in the process, to the
detriment of the 1996 SDC revision proposal. The city is now very tardy in
concluding the decision-making process and finds itself having to go over
issues that should have been settled months ago.
There are some other "perception" points I must share with you. So far as
could tell there were very few ordinary citizens in attendance.
myself was
there only because Jack Nicholson alerted me to the meeting and I, in turn,
asked other citizens to attend. Most of the active participants were from the
"development" industry. And I must say that, for all their talk about
"methodology," "hard numbers, " and "equitability" (a new word to me), it
seemed to me that their only concern was to see the lowest SOCs as possible.
said as much at the meeting, and advised them to be aware that this is by no
means an uncommon interpretation of their position.
Incidentally, the Ashland Daily Tidings, in its sketchy and misleading
story on the meeting (Nov. 2) at once illustrates and perpetuates this distortion
of the deliberative process. It describes the opponents of the revised SOCs
simply as "Ashland citizens" or as "former members of [the SOC] committee,
thus failing to note that all of those "citizens" and "former members" who
were in opposition are connected to the development community, There is no
mention in the story of the support given to the higher SOCs by private citizens
like myself. In other words, the Tidings report is unjustifiably biased in favor
of the developers. Very poor journalism, if not outright propaganda.
Another perception, admittedly "subjective," as all perceptions are: I
judged that the "development" spokespersons, far from being deferential to the
members of the Councilmwho, after all) represent the sovereign people---on
the contrary struck me as impatient with the Council, and almost arrogant in
presenting their particular views on the issues, This perception, too, is not
limited to my own subjective views and it should be something that the
development community takes into consideration.
Finally, the SOCs themselves: they should be as realistic as possible.
Given that the future is unknown and that "hard numbers" are at best very soft
and at worst an illusion, "worst case scenario" numbers should be the
benchmark, Of course, the estimates must be empirically well-founded and
methodologically, legally, and constituticHlally defensible, But this means ttlat
the SDCs must be higher rather than lower.
My position is that the existing SDCs are too low; that the proposed
$7,388. amount is but a step in the right direction; and that, if we really want
to manage our growth and development in a way that will preserve and enhance
Ashland's unique qualities, we shall have to raise them even higher. As Jack
Nicholson pointed out in his September 23 Daily Tidings commentary, Oregon
excludes from the SDC accounting system such inevitable and very expensive
matters as schools, fire protection and law enforcement facilities, and other
capital improvements. These exclusions alone argue in favor of "worst case
scenario" costing of SDCs.
Finally, we should recognize (1) that SDC costs are not necessarily passed
on to home buyers; (2) that increasing such costs does not necessarily have a
negative impact on lowfnd moderate-income housing; (3) that SDCs are not
necessarily bad for economic development; and (4) that SDCs are not difficult
or costly to administer. I refer readers to Arthur C. Nelson, "Development
Impact Fees: The Next Generation," The Urban Lawyer, Vol. 26, NO.3 (Summer
1994) and to the publication of the 1000 Friends of Oregon, Landmark, January
1996, a special issue on growth in Oregon,
I write all this in support of the work of the Mayor and the Council and
with the hope that they will continue to keep as their primary goal the welfare
of the entire citizenry and our posterity.
Sincerely, ,] 1 /
[1a~({ G}vtl.ll'1(/