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City Council Packet - 11/21/1995
EMU 1 REVISED I1 / 17/95 disk HWOMHOP MEETING <.4R?r>:; ~v>rC"L~:w :0 'cr:?::;w.r>:`:z :.•.7ayr;:t: `00 S• (v~`'\}\`,fn„:Fr;ri;?•3.@;'4•>:i::•.rrA`•3: rt;y;Y.yv'..': ?hvt:2: CITY OF TIGARD W ' ,a`k~`v``.~n3.`Ka ~'~~i$.j~?:~~`'~: .nFR:ii ~♦3::~r,♦.. ~ ` i.v~~:uF•: N 41 \v 4 .`;:1Gr.~a,:~.. .L i\'~?Cr %!r•Ji;J~. 'C6.: 4i CE ::,p ?ti`vt.,~nr?':>.::a:rc•~. L r;4;,y♦: ~';},R`ibZctc J.. C:': $"•;...},..a.::fi"•♦ r b. , MI-1 gy Of'! `''`'aot r z . ~ h J\♦cZcta ~:S``Yv.$~?::~~: 'FtiYJ ~3~~~ J" .r:zSS.:a'c...:.`\`^.~~1•~caru::;J.z".r?:;J><: PUBLIC NOTICE: Assistive Listening Devices are available for persons with impaired hearing and should be scheduled for Council meetings by noon on the Monday prior to the Council meeting. Please call 639-4171, Ext. 309 (voice) or 684-2772 (TDD - Telecommunications Devices for the Deat). Upon request, the City will also endeavor to arrange for the following services: • Qualified sign language interpreters for persons with speech or hearing impairments; and • Qualified bilingual interpreters. Since these services must be scheduled with outside service providers, it is important to allow as much lead time as possible. Please notify the City of your need by 5:00 p.m. on the Thursday preceding the meeting date at the same phone numbers as listed above: 639-4171, Ext. 309 (voice) or 684-2772 (TDD - Telecommunications Devices for the Deaf). SEE ATTACHED AGENDA COUNCIL AGENDA - NOVEMBER 21, 1995 - PAGE 1 TIGARD CITY COUNCIL WORKSHOP MEETING NOVEMBER 21, 1995 - 6:30 PAS ' AGENDA 6:30 PH 1. CALL TO ORDER - MAYOR NICOLI 1.1 Roll Call 1.2 Pledge of Allegiance 1.3 Council Communications/Liaison Reports 1.4 Call to Council and Staff for Non-Agenda Items 6:35 P" 2. EXECUTIVE SESSION: The Tagard City Council may go into Executive Session under the provisions of ORS 192.660 (1) (d), (e), (h) e[ (i) to discuss labor relations, real property transactions, current ex pending litigation issues, and the performance evaluation of a public employee. As you are aware, all discussions within this session are confidential; therefore nothing from this meeting may be disclosed by those present. Representatives of the news media are allowed to attend this session, but angst not disclose any information discussed during this session. 7:00 PM 3. DISCUSSION: REGIONAL AND SUBREGIONAL WATER SUPPLY PLANS ® City Administrator, Maintenance Services Director 7:10 PM 4. DISCUSSION: RFP FOR COOK PARK EXPANSION (Set over from the November 14, 1995 a Community Development Director 7:30 PM S. CITIZEN INVOLVEMENT TEAM COMMUNICATIONS ® Assistant to the City Administrator 7:40 PM 6. COMMUNITY DEVELOPMENT DEPARTMENT UPDATE 3.1 Metro 2040 Planning Project 3.2 Transportation Comprehensive Plan Changes 0 Community Development Director 7:50 PH 7. CLASSIFICATION AND COMPENSATION STUDY UPDATE ® Human Resources Director 8:00 W. 8. COUNCIL DISCUSSION: SOLID WASTE POLICIES INCLUDING RATE SETTING PROCEDURES ® Staff Report: Finance Director and Administrative Analyst 10:00 PM 9. PURCHASING RULES UPDATE ® Finance Director COUNCIL AGENDA - NOVEMBER 21, 1995 - PAGE 2 10:15 PM 10. CONTINUATION OF DISCUSSION FROM THE LEGISLATIVE PUBLIC HEARING ON AMENDING PARK SYSTEM (DEVELOPMENT CHARGE METHODOLOGY AND FEE STRUCTURE ® Staff Update: Community Development Director ® Council Discussion ® Council Direction to Staff t0:33 PM 11. NON-AGENDA 10:43 PM 12. EXECUTIVE SESSION: The Tigard City Council may go into Executive Session under the provisions of DRS 192.660 (1) (d), (e), (h) ex (i) to discuss labor relations, real property transactions, current ex pending litigation issues, and the performance evaluation of a public employee. As you are aware, all discussions within this session are confidential; therefore nothing from this meeting may be disclosed by those present. Representatives of the news media are allowed to attend this session, but must not disclose any information discussed during this session. AML 11:00 PM 13. ADJOURNMENT c©1121.95 COUNCIL AGENDA - NOVEMBER 21, 1995 - PAGE 3 Council Agenda Item L! 0 Aft TIGARID CITY COUNCIL WORKSHOP MEETING MINUTES - NOVEMBER 21, 1995 ® Meeting was called to order at 6:35 p.m. by Mayor Nicoli. 1. ROLL CALL Council Present: Mayor Jim Nicoli; Councilors Paul Hunt, Bob Rohlf, and Ken Scheckla. Staff Present: Bill Monahan, City Administrator; Jim Hendryx, Community Development Director; Liz Newton, Assistant to the City Administrator; Tim Ran-is, Legal Counsel; Catherine Wheatley, City Recorder; and Randy Wooley, City Engineer. 2. EXECUTIVE SESSION: The Tigard City Council went into Executive Session at 6:35 p.m. under the provisions of ORS 192.660 (1) (d), (e), (h) & (i) to discuss labor relations, real property transactions, exempt public records, current & pending litigation issues, and the performance evaluation of a public employee. a COUNCIL COMMUNICATIONS: > Councilor Hunt advised he recently attended an Interfaith Outreach Board meeting. One of the reasons he attended was because he was the liaison to the Task Force when the Severe Weather Shelter was formed. He advised that the general feeling is that the use of the Water Building is not satisfactory for a Homeless Shelter. As a Severe Weather Shelter, it is working but it is not the best. He attended the meeting to determine what their thinking was for the long range for a severe weather shelter. The Board was in favor of the shelter; however, because of the limited amount of funding that appears to be available, Interfaith Outreach will concentrate first on the Homeless Shelter. The severe weather shelter is just a "band-aid" to get people by. The Interfaith Outreach Board is in no position to make commitments for the future for the Severe Weather Shelter. This, advised Councilor Hunt, gives the City some information for long-range planning with regard to what the priorities are for Interfaith Outreach. Alk CITY COUNCIL MEETING MINUTES - NOVEMBER 21, 1995 - PAGE 1 NON AGENDA ITEMS (See Item No. 11) City Administrator Monahan advised of two items for discussion during the Non Agenda: a. Request for Council direction on the Building Appeals Board. b. Reminder: Greenspace Tour - December 2, 1995 ® Mayor Nicoli asked for comments from visitors present.. Steve Mocker and Martha Bishop advised they would like to report to Council on their Citizen Involvement Teams. Jack Polans requested to speak to Council about drinking water. At this time, Council Agenda 5 was considered: 5. CITIZEN INVOLVEMENT TEAM COMMUNICATIONS: City Administrator advised this is the first time that the new process is being used; that is, representatives from the CITs are updating and advising Council on their issues. Aft. ® Steve Hocker of the West CIT advised he was a volunteer and chairperson on the West CIT Parks Subcommittee. During the November meeting, the committee reviewed the information given to them by Duane Roberts (Community Development Department). From that, four sites were nominated: two were trail projects and two were forest acquisition projects. One of the trail projects (T-3) still has some support from the CIT group. This parcel meets criteria; it can be connected to other greenspaces. The other property was T-5 the Summerlake Trail project. There was support for that project since Summerlake will get additional use due to higher growth. The two forest acquisition properties are F-3 and F-4. F-3 is a 12-acre parcel off of 129th and Bull Mountain Road. The F-3 site has some of the best access of the properties on Bull Mountain. Mr. Mocker advised that F-4 was the most-supported and referred to a petition which had been circulated. This is also referred to as the Fern Street property and consists of 2.6 acres of buildable property connected to a 13-acre ravine. F-4 is probably one of the most natural, least disturbed areas. CITY COUNCIL MEETING MUSXTES - NOVEMBER 21, 1995 - PAGE 2 Mr. Rocker explained that the CIT reviewed all of the projects and a vote was taken. The four he described were the final four selected. ® Martha Bishop advised that Central CIT has already submitted to Council the trailways they were recommending. The CIT has nominated trailway projects T-7, T-6, and T-4. All three projects are along Fanno Creek connecting to school and city property. Mayor Nicoli noted additional Metro dollars will be available for greenway projects along the Fanno Creek greenway. Ms. Bishop also advised that the CIT's may be looking at merging; that is, Central and West CIT would meet at one time. This will be discussed further during CIT meetings in December. 3. DISCUSSION: REGIONAL AND SUBREGIONAL WATER SUPPLY PLANS: Mr. Ed Wegner discussed this agenda item with City Council and referred to information distributed in the Council packet. He advised that the City Council will be asked to give recommendations an the four questions listed in the packet material on December 12, 1995. (Note: The December 12, 1995 meeting was cancelled because of a storm; this item was discussed again at the Council meeting of December 19, 1995.) There was discussion on the talks taking place and what the different players in the region are supporting. Water quality is important to everyone. Portland would prefer to be the main source of water. Mr. Wegner, in response to an inquiry from Councilor Scheckla explained how and where water quality samples were obtained. Mr. Wegner reviewed the Subregional Water Supply activity to date which is in the process of identifying ways to use the Willamette River. The City of Wilsonville is opposed to using part of the old Dammasch property site for a water treatment plant. The sites identified at Canby may be advantageous. The consulting firm Montgomery Watson have identified six entities which are interested in working together. (Those agencies are: Tigard, Tualatin Valley Water District, Canby, Wilsonville, Sherwood, Clackamas Water District.) Now, costs are being evaluated. Council consensus was to support Tigard's share ($8,000) in conducting a subregional study. Mr. Jack Polans, 16000 S.W. Queen Victoria Place, Ding City, Oregon noted concern about not pursuing the 190 agreement with the City of Lake Oswego. If the City of Tigard chooses to go with the other cities in the sub-regional plan, Mr. Polans was concerned about loss of control. CITY COUNCIL MEETING MINUTES - NOVEMBER 21, 1995 - PAGE 3 4. DISCUSSION: RFP FOR COOK PARIS EXPANSION (Set over from 11/14195) ® Community Development Director Hendryx reviewed this agenda item (see staff report on file with the Council packet material.) After listening to concerns by Councilor bunt, the request for proposals would not be pursued at this time. Community Development Director Hendryx will continue to work with the Task Force on this matter. 5. (See above This item concerned the Citizen Involvement Team reports to Council and was discussed out of sequence as presented on the agenda.) 6. COMMUNITY DEVELOPMENT DEPARTMENT UPDATE ® Metro 2040: Community Development Director Ilendryx reviewed a memorandum from Jim Ilendryx and Nels Mickaelson regarding Metro 2040 Interim Measures. This memorandum is on file with the Council packet materials. Mr. Ilendryx also reviewed with Council a map showing vacant and redevelopable areas. Metro has identified urban reserve areas; additional study will be done for these areas. Mr. Ilendryx identified where Tigard would be affected. Council discussion followed. Mayor Nicoli was concerned about the speed at which the decisions are being made and also said that Metro appears to be "micro-managing" in some instances. There was discussion about how to keep informed and involved. Staff will monitor and update Council again in December. Councilor Rohlf suggested that it may be worthwhile for the Council to spend a half day reviewing the 2040 issues and formalize a strategy. ® Transportation System Update Mr. Ilendryx advised that preliminary work to evaluate the transportation systems has been done. Metro figures ion population and employment have changed significantly; Tigard is waiting until Metro completes work in this area. A 99W Task Force meeting will be held in January to review the work completed by David Evans and Associates on the 99W System and Access Management Plan. 7. CLASSIFICATION AND COMPENSATION STUDY UPDATE: ® human Resources Director Sandy Zodrow reviewed this agenda item with the Council. Areas of review included: CITY COUNCIL MEETING MINUTES - NOVEMBER 21, 1995 - PAGE 4 a. Labor market (who doe we compete with) b. Benchmarks (similar jobs for comparison) C. Internal salary relationships (methodology to set salaries) d. Proposed salary structure (alternative ways to implement) e. Evaluation of benefits Discussion followed on the topics of consistency of application, internal equity, Measure 8, and employee recruitment. 8. COUNCIL DISCUSSION: SOLID WASTE POLICIES INCLUDING RATE SETTING PROCEDURES: o Administrative Analyst Mills and Finance Director Lowry led the discussion for the City on this agenda item. (See packet material for background information.) ® Ms. Estelle Harland represented the haulers and discussed each of the six areas. Ms. Harland also distributed information which is on file with the Council packet material. ® Council action on the areas discussed is attached and is hereby incorporated in these minutes. 9. PURCHASING RULES UPDATE: This item was not discussed at this time. (Rescheduled for the Council agenda of January 16, 1996.) 10. CONTINUATION OF DISCUSSION FROM THE LEGISLATIVE PUBLIC HEARINv ON AMENDING PARIS SYSTEM DEVELOPMENT CHARGE METHODOLOGY AND FEE STRUCTURE: This item was not discussed at this time. (To be rescheduled for further discussion in 1996.) 11. NON-AGENDA ITEMS: a. Councilor Hawley's resignation takes effect December 31, 1995. Council discussed with Legal Counsel Ramis options available to select a replacement. The Council may appoint an individual for the remaining term which expires December 31, 1996. After discussion, Council consensus was to get the word out about the vacancy (i.e., Cityscape and newspaper articles) and ask for letters of interest. Letters of interest will be due January 15, 1996. (Note: Because January 15 is a holiday, letters of interest were due Friday, January 12.) CITY COUNCIL MEETING MINUTES - NOVEMBER 21, 1995 - PAGE 5 b. Tour of Greenspaces will begin at 9 a.m. at City Ball on December 2, 1995. C. Appeals Board - Appointments 't'here was discussion on how to obtain names for persons to serve on the appeals board. Suggestions of names should be submitted to Community Development Department. Appointments are scheduled for the December 12, 1995 Council meeting. (Note: The December 12, 1995 meeting was cancelled because of a storm; appointments were made on December 19, 1995.) 12. EXECUTIVE SESSION: The Tigard City Council went into Executive Session at 11:50 p.m. under the provisions of ORS 192.660 (1) (d), (e), (f), (h) & (i) to discuss labor relations, real property transactions, exempt public records, current & pending litigation issues, and the performance evaluation of a public employee. 13. ADJOURNMENT: 12:45 a.m. Catherine Wheatley, City Recorder Attest: M , City o Tigar Date: =1121.95 Affik CITY COUNCIL MEETING MINUTES = NOVEMBER 21, 1995 - PAGE 6 CO per U, NMELG O M.t eh ran e r►~ ~'o council.~ctirrri,~~ II/21l~5 1 / I.1! Coy. n6 ( Mitttje& RATE OF RETURN POLICY Rare of Re~___ wi l r main the same S% -12% with adiLCCtm~nt to 10% Aggregate vs. non-aggregate review ouncfl will be revfetving individual report in xm escdon Service quality measurement Council may dire,~cs in in & -ft= IL COMMERCIAL SUBSIDY OF RESIIDENTIAL RATES Stand alone services Establish a, paj& Atha gash service line .trn,r d be tabl . Ph~ca.~n a reduction ofthe suklidv aver an e-vtended, pgzjadQf_* to in~thfs 04kx into recount in all rate a.N:~ p.~t casaons an the futan~e In order to pre serv m d ' i Ostia! _ c in Ta z dd t O r iraent t T------ eat~p~stial rye will not exceed &z awra a are-select d ePt of cs zmadin commamiti cab a rat an gbwn ti ect nravidec that the lssidv will ~e date d to the w nt -oaar t_itivv rntec an„ti;, at in=mera_ts acceptable to the Cfty Council. III. ANNUAL FINANCIAL REPORT FORM Sc EVALUATION OF INFORMATION Cost of preparing form, Washington County form vs. City of Tigard form, Method of review Use the 95ZEA ngton County anmial frnancia reportfr= form and chart ofacc yntc a =d annually by Mzc&U02n County. Follow all County reporting procedur --c with the exaept=* ofthe related party G= = to allow a .PI a&=="t to the w= can for -martin rnR sec inchlda , in the bx~~vet ea_ vearan amorast_nec~ssarvta gerform a more thorough analysis of the reported information. IV RATE INCENTIVES & HAULER EFFICIENCY Curbside automation egEtudng, 211191 Offer cart only service for wxfdentfal customers and create n Qf S3. 001manthkaffjaj~= far a= container mom ' tyscane and CPlm?,tee . St inform bra - Cost saving ideas by Haulers Review haulers' cost saving vestions over the new 6 moat& =r- and Coamcil wings cial task force to report back to Coa~+~il. Task force to be composite ofcitzzen rep.. a haukr- a solid waste professpanaYco mkant, and _ ilv stagnrecentadve Miu= Director). C==&r Rib &L& will serve as the C a_wd rem on the Task Force. V. FRANCHISE ALTERNATIVES Does the City want more competition for service delivery? How would Council make that change? ~¢t reauested gaff nwiew this option with the Cau='s ance and =part to Council by December 1996 witla the results of the Qjinty Task Force report ofafeala ' es to franchising VL GENE RAL INFORMATION Depreciation Homeowner Association Rates Pride MRF The onergfwn QLthe A-fi?F shpuM be viewed as a separate oBemdan that indirect_r_v_ benefits Tigard rate pavers and_ na further action he taken R E C It I V t u I~IITY NEWSPAPERS, INC' Legai P.O. BOX 370 PHONE (503) 684.0360 Notice TT 8 3 4 8 CITY OF TIGARD BEAVERTON, OREGON 97075 Legal Notice Advertising eCity of Tigard • ❑ Tearsheet Notice 13125 SW Hall Blvd. sTigard,Oregon 97223-8199 N ❑ Duplicate Aff idavit *Accounts Payable-Terry AFFIDAVIT OF PUBLICATION STATE OF OREGON, COUNTY OF WASHINGTON, )ss' I~ Judith Koehler being first duly sworn, depose and say that I am the Advertising 0 Director, or his principal clerk, of theTird-T-nal at; n Times a newspaper of general circulation as defined in ORS 193.010 ,r and 193.020; published at Tigard in the aforesaid county and state; that the City Council Workshop a printed copy of which is hereto annexed, was published in the entire issue of said newspaper for t7NF successive and consecutive in the following issues: NOvember 16,1995 Subscribed and sworn t b fore me thisl6th day of Nnyembe*5 OFFICIAL 2•":AL ROSW A. BURGESS NOTAR'f "'U9!.IC - 01?P•?ON ' Nota ublic for Oregon COMMISSION NO. 024552 `i di* MY CQMMIS. ON EXPIRES MA,18,1997 . My Commission Expires: L AFFIDAVIT _ AML The fallowing ineetirtghighlights are publisited-fot✓ yoear-information. Full agendas.mny,be obtained from the City- Reeorder; 13125 S.W. Hall Boulevard, Tigard, Oregon 97223,,br by calling,639-4171. CITY COUNCIL WORKSHOP MEETING November 21, 1995 TIGARD CITY HAIL - TOWN HALL 13125 S. W. HALL BOULEVARD, TIGARD, OREGON Workshop Meeting (Town Hall) (6:30 P.M.) Discussion Items: • Citizen Involvement Teams (CITs) - Update to Council • 2040 Update • Future.Transportation Comprehensive Plan Changes • Solid Waste Policy Discussion • Purchasing Rules Update o Discussion: Regional and Subregional Water Supply Plan Executive Session (Red,Rock Creek Conference Room):. • Executive Session: The Tigard City Council may go into Execu- tive Session under the provisions of ORS 192.660 (1) (d), (6),'& (h)_to discuss,labor relations, real property transactions, current and pending litigation issues. TT8348 -Publish November 16,1995.' 503-823-6133 ] 1 OF WATER 266 P02/02 SEP 20 '95 07:58 tpestlons to ask Councils and C4mn9s4ons tD Ahswer In their October hearings '0 Dt s~r k64 1) In the preliminary Regional water supply Plan (RWSP) prepared by the waiter provider staff there are a number. of long term supply resource stra.temies which are printed. The providers have recommended one of these long term strategies based on an equal valance between the various Q key policy values which were idend i'ted during the project The choices presented in the plat[, however, allow decision makers to select other alteratives based on different policy value emphasis. Which of these key policy values are most important to you is meeting your future water needs? Costs The efficient use of water Environmental impacts System reliability Diversity of sources Qpality of the water sources (including factors of raw water quality, treatment levels required, and protectability of the upstream watershed) Are there other policy values that are equally or more impormnt to you, if so what are they? 2) Do you agree with the recommended strategies contained in the Preliminary Regional Water Supply Plan? If so, why? What strategies specifically do you not support and why? 3) What changes would you recommend for consideration in the final RWSP? Why? Do you support the concept of forming a formal consortium of water providers through the adoptioaa of an intergovernmental agreement when the Ural RWSP is adopted? What types of fundons do you think the region's water provider should carry out in a cooperative approach? If you do not support a formal organization how would you recommend that these functions be carried out? 9 between Obligation and Revenue bonds? Chair Scheiderich stated that he felt that the Board knew the difference and if not, Mr. Lowry could make that distinction at the time of his presentation. 4. Approval of Minutes A motion was made by Commissioner Hunt to approve the minutes of the October 11, 1995 meeting of the Intergovernmental Water Board. The motion was seconded by Commissioner Manning and voted upon unanimously. 5. Regional Water Supply Plan - Ed Wegner Chair Scheiderich stated that he thought it would be appropriate for Mr. Wegner to address the recent interest in the backing of certain alternatives. Mr. Wegner began by discussing the proposal made by Commissioner Lindberg of Portland (1.5a) that would throw out the Willamette River as a alternative water source. Mr. Wegner continued by saying that this Board as well, would have the opportunity to make choices and proposals to this plan. Mr. Wegner stated that a group of other water providers have stated that they have had comments/concerns about the Willamette *but nothing as strong as the comments/concerns that Mr. Lindberg is referring to. Mr. Wegner stated that studies have been done at Wilsonville that has shown that pure drinking water can be obtained at that site that meets all Federal and State regulations for drinking water. The RWSP Committee has decided at this point to leave 1.5 on the table. Mr. Wegner stated that a memo was provided that outlined the timetable which reflects that the Tigard City Council will be shown the video and receive the comments/concerns of the IWB at the November 21 meeting and recommendations will be discussed at the December 12 meeting to forward to the Regional Supply Committee for the final draft. Prior to the final draft of the RWSP, all participants will have the opportunity to review (final should be completed by April, 1996). Mr. Wegner stated that he had provided to the Board the RWSP, the Executive Summary, 10 most asked questions, summary of comments that were gathered at the joint meeting in October, comments from the public hearing in September, 1995 at Tualatin Valley Water District, and the clip on with the newsletters. This information will provide a glimpse of what comments have being made within the region. IWB MEETING MINUTES - NOVEMBER 8, 1995 PAGE 2 The Board then began discussion of which key policy values were most important to them in meeting future water needs? The Commissioners rated the policy values in order of priority and their comments were as follows: Commissioner Froude ® Quality of water. Number one priority although, not opposed to the Willamette completely. ® System Reliability e Cost Efficient use of water ® Environment ® Diversity of Sources Commissioner Froude stated she was also interested in exploring the two-tier system (dual pipe system). Gray water used for irrigation and the possible use of Willamette for irrigation purposes. She also stated that the Plan is a good start although she is sad about the lack of public interest. Commissioner Budihas ® Cost ® Water quality ® Efficient use of water ® Diversity of sources ® System Reliability ® Environmental impact Commissioner Budihas stated that the cost is significant to most and also mentioned the lack of public interest. Commissioner Froude mentioned the possibility of mailing out the questionnaire to help measure the interest in this area and to gain more interest. Ms. Froude also stated that when talking about regional issues, the public tends to think that is somewhere or someone else. There is a need to personalize the issue so they can visualize the impact on them. Commissioner Manning 0 Water quality ® Efficient use of water ® Cost ® Diversity of sources a System reliability e Environmental impact IWB MEETING MINUTES - NOVEMBER 8, 1995 PAGE 3 12,111111 i 1100010:11 Commissioner Manning stated that one source that is not being considered is the young people. A requirement for graduation is the completion of a community service project which could involve the water issues and the impact it will have on them and their families. These young people could conduct interviews. Ms. Manning also mentioned having some focus groups where people would be given an incentive to come discuss some of these issues or to create some marketing incentives. She also mentioned the use of community groups such as Rotary and Kiwannis. Ms. Manning stated the need to take a step by step approach to 2040 Plan and look at in possibly ten year increments to establish credibility. Commissioner Hunt ® Quality of water ® Costs ® System reliability ® Diversity of sources ® Efficient use of water a Environmental impact Commissioner Hunt stated that there is a need for a clearer definition of these issues. Mr. Hunt questioned when talking of water quality, is that when it comes out of the tap or while in the river? These are the kind of items which need to be clarified. Mr. Hunt discussed that system reliability is not necessarily the optimum amount of water, but the needed amount of water. Mr. Wegner stated that the system reliability would be for drinking water and the essentials, not for filling swimming pools and irrigation needs. Commissioner Manning stated that if the Board was going to be rating these issues collectively, there is a need for a clearer understanding. Ms. Manning stated that she would change her ratings if the system reliability is for drinking water and essentials. Mr. Wegner clarified the perimeters of system reliability to include drinking water and the essentials water service available 365 days per year, but not for filling pools and irrigation purposes. With this clarification Ms. Manning changed her rating to reflect System Reliability to be her number four choice and Diversity of sources to number five. Mr. Budihas also moved his number four choice to be System Reliability and number five to Diversity of sources. Chairperson Scheiderich e Quality of water ® Efficient use of water/Environmental impact ® Cost ® Reliability ® Diversity of source . IWB MEETING MINUTES - NOVEMBER 8, 1995 PAGE 4 Chairperson Scheiderich reinforced the importance of water quality. Mr. Scheiderich stated that their is need for more emphasis being placed on the fact that water is a finite resource and that you cannot sacrifice other things in the environment to continue to produce more water for consumption. Mr. Scheiderich stated that he would also like to see more emphasis in the Plan on education of what conservation can do, a rate structure that encourages conservation, and building and plumbing code revisions (gray water for irrigation). Chair Scheiderich continued that costs, which includes the incentives for industrial users and the cost of new capacity should be true costs (SDC's). Mr. Scheiderich talked about the reliability of the system and the effect an earthquake could have on the system as well as the possibility of introduction of parasites into the system. He continued by talking about the diversity of sources and the need to look at all alternatives as a source and the possibility of looking into why some sources have been ruined and how to reverse that situation. Mr. Scheiderich stated that the strategies of the Plan be tighten up or revised with more emphasis being placed on conservation management against projected demand. Chair Scheiderich talked about a formal consortium of water providers and staffed that we probably won't see any capital projects of regional value happen without a regional consortium. He continued by saying that it was his opinion that capital projects by way of general bonds, revenue bonds, or raising property taxes would work if the feeling is out there that some of that capacity will be sold downstream to buy it. Mr. Scheiderich stated that there is a need to look at what needs to be done and how we can accomplish those needs. He stated that education with the assistance of the school district would be beneficial. Mike Miller calculated the consensus on objectives as follows: PrItoe k ® Quality o e® Costs ® Efficient use ® System reliability ® Environmental /Diversity of sources Mr. Wegner questioned whether the Board would like their individual ratings to be presented to Council or the combined ratings? The Board stated that they would like the combined ratings presented to Council and. to include their individual comments, since all the Board members felt similarly. IWB MEETING MINUTES - NOVEMBER 8, 1995 PAGE 5 odft Commissioner Budihas clarified his vote for cost as number one objective since it was his assumption that all the water being provided would be quality water. Mr. Wegner stated that all water supply is required to meet Federal and State standards. Mr. Wegner asked the Board what their feelings were on the five strategies in this plan (Figure ES-2, page ES-28 of the Executive Summary)? Mr. Wegner stated that all sequences included conservation. Sequence 1.5 which was the staff's recommendation included outdoor conservation, South-East (50 mgd) transmission lines, aquifer storage and recovery, utilization of the Clackamas, utilization of the Willamette in two phases and South-West transmission. In the timetable it makes the assumptions that the Barney Reservoir will be brought on as well as the well fields for Portland being used in the summertime and that critical needs remediation is taken care of. These phases are progressing with the construction of the Barney Reservoir, and remediation of well fields to help meet capacity. The dates shown are based upon the population data that Metro supplied (new figures from two months ago). Mr. Wegner discussed the rapid growth in areas such as Tigard, Wilsonville, Canby, Damascus will skew these figures because these were averages for the three county areas. Mr. Wegner discussed how Metro will become involved with the Plan. Metro was not initially involved in the Plan although they came in at no cost since they provided the data for the study. Mr. Wegner stated that there has been a lot of debate on what role Metro will play in the Plan (conservation). Chair Scheiderich commented on SB 122 in which Cities and Counties are required to provide a consortium to come up 15-20 year annexations plans and provider plans. Mr. Wegner stated that through their Charter Metro has been given the mandate to set up a water supply plan as well as a transportation plan, 2040 plan, although the water providers have stated that they have already begun the process. Chair Scheiderich questioned whether Sequence 1.5 was the staff recommendation? Mr. Wegner stated that was correct (see Table ES-11, page ES-33). Mr. Scheiderich stated that his recommendation would be 1.1. Commissioner Manning stated that she appreciated the involvement of Mr. Wegner and Mr. Miller in this process. Mr. Scheiderich stated that he would like to see some more of where we are headed from here. ` Chair Scheiderich stated that he would be out of town on November 18 and would be unable to attend the tour of water facilities. The remainder of the Board members stated that they would be able to attend. IWB MEETING MINUTES - NOVEMBER 8, 1995 PAGE 6 law Mr. Polans questioned whether Mr. Monahan would discuss which direction the plan should be headed? Mr. Scheiderich stated that since this item was not on, the agenda it could be covered by Mr. Polaris or the Board Members at another time. Mr. Polaris then questioned whether Mr. Scheiderich had ever been a member of RUGGO? Chair Scheiderich stated that he was aware of the goals and objectives and does approved what goes to the City Council. 6. Utility Billing Process - Wayne Lowry Mr. Lowry began by discussing the memo that was provided to the Board regarding proposed changes to the Tigard Municipal Code. As background, the City has always billed for sewer and storm drainage with Unified Sewerage Agency ordinances and the Tigard Water District was separately billing for water usage, this process was merged in July of 1994. After combining these billings for the past year, the Finance Department would like to adopt some changes to the rules and policies effecting the billing process. The Tigard Municipal Code section 12.08 includes the City's old collection process which included turning delinquent sewer accounts to the County Assessors office for collection. In addition Tigard Municipal Code section 12.10 includes the Water system Rules, Rates and Regulations, some of which deal with collection of utility charges. The draft ordinance would repeal TMC section 12.08, amend TMC 12.10 and establish a new section 12.03 to deal specifically with the billing and collection of the combined utility charges. The City of Tigard is currently an agent of Unified Sewerage Agency and in the Code would like to adopt USA's Ordinances and Resolutions that deal with the relationship of sewer maintenance collection and fee structure. Mr. Lowry summarized by saying that they would propose to repeal Tigard Municipal Code 12.08, amend the Rules, Rates and Regulations Section 12.10 and adopt USA's Ordinances and Resolutions that deal with sewer maintenance collection and fee structure with the development of section 12.03. Chair Scheiderich questioned whether there are any areas of the City that as result of annexation, that would result in Tigard billing for some utilities and not others? Mr. Lowry stated that the Northeast section of the City is billed for water by Tualatin Valley Water District and King City, Durham and the unincorporated outside the City limits are not billed for sewer. Mr. Lowry stated that they have a separate section of delinquent collection for sewer/storm only billings (2200 accounts). Mr. Lowry stated the future puSsibility of billing sewer and water for the entire Water District boundaries and continue to do sewer only for those users within other water districts. Aab, IWB MEETING MINUTES - NOVEMBER 8, 1995 PAGE 7 IWB DINT MEETING WITH PARTICIPATING AGENCIES OCTOBER 11, 1995 ® Twenty-Six people in attendance Public comments and questions: e Did Plan address effect of large indu:;trial users on the system? w Water reuse - Recycling, conservation by large industrial users, irrigation/wastewater costs provide incentives. ® Ownership of potential sites? ® Aquifer storage and recovei. Testing in region (Salem and Seattle). State legislature allows increase. ® Willamette River - cost of water production and transmission, water quality, availability of water rights, use of Willamette 40 for industrial and irrigation usage. ® Conservation issues - Need for public education, regulation of swimming pools, need for outdoor conservation, implementation of inverted block rates, landscapers nursery - high users to pay more, institutional audits for conservation (schools, etc.). • Metro 2040 Plan - populations figures and forecast demand figures, future of Metro involvement, continuance of water providers forum. ® Columbia well fields - remediation program. ® Transmission - do we have adequate, reliable transmission from sources to providers, water lose, leakage. i Mind ==Mai AM, RESPONSES TO JUNE, 1995 NEWSLETTER Over 3,500 citizens, organizations and agencies were asked a number of questions in a clip and mail portion of the June, 1995, newsletter. We received 240 responses. Chief among the questions offered were those asking citizens to indicate which policy objectives were important to them. Acknowledging that difficult tradeoffs are sometimes necessary, they were asked to rank the following: O Absence of water shortages throughout the year 0 Reliability of water supply year in, year out O Quality of the treated water that comes out the faucet Y Quality of the raw water at its source • Avoiding environmental impacts 6 Mitigating, if possible, environmental impacts ® Conservation programs Low monthly water rates Citizens were also asked about their suggestions for communicating with the public and obtaining input- Policy Objectives and Public Values Responses fell into four general categories: Reliability and Cost One group of respondents identified absence of water shortages and low monthly rates as their top priorities. Uninterrupted service and low cost were the primary concerns of roughly 20%. Environmental Protection Another cluster of respondents indicated that protection of the environment, and pursuit of "low impact" options such as conservation programs, were most important. Approximately 30% preferred this category. Water Ouality-Source and at the Tan The rest of those providing opinions focused on water quality. Although they all stressed the importance of high quality water, they were fairly evenly split between the means of accomplisbing this goal. Of this 50%, slightly more than half suggested that the quality of water at its source was of paramount importance. These respondents were more likely to express unease about the Willamette River or Columbia River options, and appeared to predominantly re$ide within the City of Portland limits, enjoying historical reliance on the Bull Run. The others preferring high quality water expressed confidence in the water providers' ability to develop, treat and deliver new water supplies that would meet their exacting standards.. A number indicated that what really mattered to them was the quality of their water at the tap. This oug ould be more comfortable with supply options other than the Bull Run, if they o be necessary or otherwise important. This was especially the case where tradeoffs could be made to protect or enhance other important values, such as the environment or cost. Public Information and Involvement Advice Citizens mailing back response forms were supportive and complimentary of the public information and involvement activities employed in connection with the RWSP. Many emphasized the value to them of the newsletters, and the opportunity to respond via the clip and mail portions. A large number urged continued use of newsletters and public meetings as a reliable means of keeping in touch with the public and for obtaining informed input. Bill inserts and media coverage of ongoing efforts were also supported. A number of respondents offered several interesting observations. A central theme for many was the limited time available for staying informed and participating in important public processes. They suggested that the press of often competing civic, neighborhood, governmental, and family activities was simply too much for many citizens. While most would like to keep abreast and get involved, time is too limited and many are simply stretched too thinly. As one woman said, "please don't make us go to.any more meetings!" Accordingly, alternative modes of communication were advised., As mentioned above, quite a few respondents preferred the clip and mail opportunities that could be provided in newsletters or bill inserts. To them, it serves as a quick and direct mode of two-way communication. A large number of respondents also urged utilization of computer networks and the internet. To these, the internet provides an ideal means of providing a great deal of detailed information, allowing citizens to read and understand as much as they wish. Additionally, the networks also provide a quick and direct means of communicating with governmental entities, they said. Regional Water Supply Plan Fall Newsletter Clip-and-Mail Response Synopses The Fall 1995 Regional Water Supply Plan newsletter was mailed to more than 3,500 individuals, agencies and organizations. About 2,000 more have been distributed. Tc date, fifty-three "clip-and-mail" responses have been received. The vast majority of respondents reside in Portland. About half of these statee st*_pport for the planning effort and requested to be kept informed. A summary of the views on the preliminary plan is provided below. A more detailed synopsis is attached. Note: No more than eight individuals commented on any one topic (number shown in parejaheses Some commented on more than one topic. GrowthiSustaainabality/Eindis (5) Water Reuse and Recycling (8) • Carrying capacity is being exceeded. • There is strong support for and • Need sustainable balance between interest in use of treated wastewater, growth and resources. graywater, cisterns, and untreated groundwater and surface water. Equity/Cost (3) New users should pay more / existing Clackamas Option (6) residents should not subsidize growth. There is concern about impacts on • Let new users have Willamette water. instream flows, fish, and "urbanizing" • Stair-step plan implementation. this "drinking water watershed." : v High-Tech Industries (4) Bull Run Option (8) • Limit recruitment and tax breaks. • Some strongly prefer Bull Run Dam 3. • Concern about,pollution impacts. • Bull Run might be a good source for aquifer storage and recovery. Public Education (4) • Use education as "preventive Columbia River (8) medicine." • Both support and concern for this • Conservation education is needed to option were expressed. (Vlore were help people change their behavior. concerned about water quality, • Educate in schools and use the media. Hanford and paper mill.) Water Quality - General (5) Willamette River (7) • Water quality is among some people's • Both support and concern for this most strongly held values. option were expressed. • Some expressed a desire to retain at • The majority of commenters on this least current level of water quality. option were concerned about water • Some do not trust treatment. quality. • Some noted that use of the Willamette Environmental Protection (5) will provide an incentive to clean up Some people expressed strong values the river to the benefit of wildlife, regarding protection of the people and the environment. environment as key in deciding how to meet future water demand. Aquifer Storage and Recovery (4) Several emphasized the importance of Both support and concern about this source quality protection through option were expressed. Concern watershed protection. relates to impacts on groundwater quality and suitability of aquifers Conservation (8) • Strong support (especially for outdoor : Groundwater (4) conservation) was expressed. • Concern about water quality • Respondents submitted'a host of • Do wellhead protection and clean-up. conservation ideastsuggestions. Public Involvement (2) • Need more input before decisions. -EMEREFAMEMEMM Regional Water Supply Plan Fall Newsletter Clip-and-trail Response Synopsis The Fall 1995 Regional Water Supply Plan newsletter was mailed to more than 3,500 individuals, and distributed to hundreds more. To date, fifty-three "clip-and-mail" responses have been received. The vast majority of respondents reside in Portland. About half of these stated support for the planning effort and requested to be kept informed. A summary of comments on the preliminary plan is provided below. A more detailed synopsis is attached Note: Mo more than eight individuals commented on any one topic (number shown in parentheses). Some commented on more than one topic. Implications of Growth/Sustainability/Limits (S) Five individuals raised concerns regarding projected growth in the region and the implications of growth for water resources. There is concern that the carrying capacity of the region has been or will be exceeded. Commenters urge the establishment of a sustainable balance between growth and resources (including water, sewer, air) to sustain that growth. It was recommended that growth should be "regionally coordinated," and that economic planning should be such that a healthy economy does not rely on continual growth in population and resource consumption. Several individuals raised the concept of limits on growth. One person said "just say no." Equity/cost (3) It was suggested that "new users ought to pay higher incremental costs than burden existing users." It was also suggested that "Portland taxpayers and residents ought not to be forced to sacrifice quality to subsidize suburban growth" and to "let Washington County users finance their needs from the Willamette..." One commenter requested that near-tern (out to 25 years) costs be provided since costs change over time. Another requested that programs aimed at meeting 2050 needs be carried out in "stair-step fashion." High-Tech Industries (4) Four individuals expressed concern about the impacts of high-tech industries coming to the region. 'there are concerns regarding continued "recruitment" and tax breaks for these companies. One person cited potential impacts on the environment and future water source options from pollutants (they also mentioned agricultural runoff as an issue). Another person suggested that there be a limit on high-tech development in the region and that these companies should not "be released from tax responsibilities....". There is concern regarding the prospect that high-tech firnms will use a lot of water while providing "low paying jobs" to local residents, "take profits out of state or even out of the country" and "don't support our schools or the services they are using." Public Education (4) Four persons cited and the need for and urged the provision of education (generally in the context of conservation and changing behavior toward the use of water resources). It was suggested education be used as a tool analogous to "preventive medicine" that people be offered incentives to attend educational workshops. Education in schools and through media was also encouraged. t Water Quality - General (S) Three individuals stated that water quality(and "safety") was among their highest values. Some state explicitly that they did not want their drinking water quality to go down (e.g., "maintain our current standards or better for drinking water"). One person asked why good quality water needed to be chlorinated Another suggested that bridges be designed and modified to "divert any chemical spills into a containment area instead of into the river." It was also suggested that chemical dumping into sewers be limited. EnvironmentafWatershed Protection and Stewardship (S) Five people provided comments specific to environmental issues. Several state that the environment was the most important value to them or one of the most important values. One person asked about plans to protect flora and fauna. Of these, three expressed concern specifically about watershed protection. One person stated that we need to "develop more protection for the region's watersheds... let's enact our value of stewardship of these streams by protecting them." It was suggested that roads be kept away from streams. It was requested that watersheds not be logged due to impacts on "purity and the efficiency of water storage." Concern about the effect of logging, mining, and urbanization in the Clackamas watershed was also mentioned. Conservation (8) Eight individuals stated their support for more aggressive conservation. (No concerns or opposition was submitted.) It was mentioned that "lawns are a big water guzzler." It suggested that land use laws require smaller lot sizes to reduce the amount of grass. One person asked for gardening information. Another urged that all new housing be required to install water saving toilets and plumbing fixtures. It was recommended that if large water users come to the region, to require that they "re-cycle water so no net water loss." Water Reuse and Recycling/Dual Systems (8) Eight individuals commented in support of water reuse and recycling, and a dual systems approach to meeting future water needs. Specifically mentioned were opportunities for use of treated effluent, graywater, and rainwater captured via cisterns (rooftop and below ground surface). One person expressed support for dual systems for all new developments. Several individuals suggested that Bull Run or equal quality water could be used in potable water lines while Willamette or similar quality sources could be used in separate non-potable lines. A couple of commenters referred to potential use of untreated groundwater and surface water for irrigation (e.g., golf courses, parks, lawns) and industrial purposes (washing ships, industrial cooling) Recycling fountains were also encouraged. Clackamas River Option (6) Six individuals raised questions and concerns about the Clackamas source option. Primary concerns involve impacts on instream flows and anadromous fisheries. Concern was also expressed about "urbanizing a drinking water watershed" and how pollutants will be removed. Bull Run (8) Six individuals expressed desire for Bull Run water in the future. Of these, four expressed support specifically for a third dam in the Bull Run watershed. The primary reason cited was raw water quality and minimal treatment levels. One person asked if Bull Run could be used as a source for Aquifer Storage and Recovery "instead of spilling it or building a third dam." One person expressed concern that a Bull Run Darn had been approved without public consent. Columbia Rae- ?r (8) Two individuals expressed support for the Columbia River option. One expressed surprise that it was excluded "even allowing for the presence of the Hanford project." One person asked for more public information on the "health and degree of usage" from the Columbia River. One person asked if withdrawals from the Columbia River accelerate the effects of contamination sources. Four people expressed opposition to the Columbia Riveroption. Pollution from Hanford (e.g., through groundwater discharge to the river) and paper mills were cited as problems. Willamette Raver (7) Three individuals expressed support for the Willamette River. This option was encouraged as a way to avoid future impacts on Clackamas River fisheries. It was also suggested by more than one individual that use of treated, filtered Willamette water will create a "greater incentive to clean up that river, which will benefit everyone - "wildlife, people, the environment." Another stated that "if the Willamette inlet were located downstreatn of Portland, Portland would be more careful to not pollute it." Four individuals expressed concern or opposition to the Willamette source option. Water quality was cited as a reason for concern. One person felt that the Willamette option was "snuck in" to too many of the strategy altematives. They cited that "it has been editorialized that the Willamette is a "jobs project" for the water industry. They feel that the pie-charts used to illustrate future source capacities are "minimizing or diluting the possible effects of Willamette water on the quality of drinking water. Aquifer Storage and Recover, (4) Four individuals expressed some interest in ASR and asked for more information. Of these, one supported the use of Bull Run water for ASR. Another expressed concerns about the potential for ASR to influence adversely the background quality of groundwater and expressed interest in learning about prospective ASR sources. It was suggested that aquifers on the west side of the region might not be suitable for ASR. LMM - M M, Mi A{ Groundwater(Wellhead protection (4) One individual notW that they did not want to use water from wells due to water quality concerns. One individual expressed interest in remediation of the Columbia South Shore Wellfield. Someone asked that pollution be "blocked" from affecting the wellfield or that a new wellfield be developed. Another expressed strong support for wellhead protection using land acquisition. Public Involvement (2) One person asked that additional public workshops be held prior to making decisions and expressed concern that the decision-making process is too fast. They stated an opinion that the public is uninformed and that media attention to project details is insufficient. Another expressed concern that public involvement events are not held at convenient times (i.e., at openings of hunting and fishing seasons). Storage (1) One person noted-that it would be beneficial to have more storage on the west side of the region. Benchmarks (1) One person expressed interest in discussing "benchmarks" for the Regional Water Supply Plan. KE Y PUBLIC WORKSHOP COMMENTS September, 1995 Cost -What will it cost to implement any of these options? *Are there other components of "cost" that need to be considered? -How can we save money? Conservation -Be aggressive. -Landscape ordinances may work well. eConsider regional schemes, especially through pricing -But be mindful of potential regional differences; uniform standards may not work in all areas. Non-potable/Alternative sources -Consider dual systems or pilot projects where the high quality water is used for domestic/drihldng purposes, and lower quality water is used for outdoor and industrial purposes. -Explore the effectiveness of wastewater reuse and direct industrial or irrigation uses of non-potable water (e.g., Port of Portland experiments). Water Quality -A number of concerns were expressed regarding the quality of the Willamette and Columbia Rivers. -Some strongly preferred the Bull Run (primarily Portland residents). -Others were open to additional options. Several mentioned that the most important aspect is the quality of the water that comes out of your tap, not the original source. Regional vs. Local needs and sources -Many Portland activists urged Portland to keep the Bull Run water and force people in other cities to accept "lower quality" sources. *If new growth drives the demand, some said, give the new residents other sources. -Others urged a regional approach, suggesting residents of the. entire region deserved adequate supplies of high quality water. Growth and New Demand -Can we control growth and stop or postpone demand for more water? September 26, 1995 REGIONAL, WATER SUPPLY PLAN WASHINGTON COUNTY PUBLIC PLAN WORKSHOP. ♦ ANY FUNDING SOURCES IDENTIFIED? ne recommendations include an ongoing organization to evaluate and tackle these issues (how to pay, assess costs fairly, etc.) The continued regional cooperation may take the form of an intergovernmental agreement. o NEWS REPORTS REGARDING BOTTOM FISH WITH CANCER AND BIRTH DEFECTS. PROBLEM WITH USING WILLAMETTE RIVER WATER BECAUSE OF RUNOFF, SEWER, CATTLE AND ESTROGENIC CHEMICALS. WE'RE SLOW TO RECOGNIZE HEALTH HAZARDS (E.G. CIGARETTES). Have had significant amount of work and technical reports address these issues. Pilot studies on Willamette and Columbia. Some studies even included water spiked with pesticides. Reports say treated water meets or exceeds all standards. - Causes of fish defects not known. One study involved raising three generations of fish in pulp mill effluent and landfill leachate - and could not reproduce deformities. - Deformities may be genetic. By the time we get to Willamette (2035), if we get to the Willamette, we will know more. - We don't want to underplay the issue. - As we learn things, we'll have plenty of time to change our course, and treatment regimes are designed to be very conservative (multiple barriers). ♦ ESTROGENIC CHEMICALS MUST BE OXIDIZED And they will through ozonation, and other techniques. ♦ HOW CRITICAL IS IT IF SOME OF THE ENTITIES OPT OUT? ISSUES OF EQUITY COME UP Very interactive process - team approach will continue. Institutional issues are important to the participating agencies. The Preliminary Plan does not recommend a "regional" system, necessarily. Recommendation is for regional planning/coordination to continue in meeting future needs. The Steering Committee has talked about inviting more entities to join organization. The first effort included collective funding and sponsorship: quite unique. o THREE AREAS TO MAKE PROJECT GO Source Finances - who will pay? Who will govern? We're going a long way from making decisions without first taking a hard look at financing and governa-ice. That will be one of the priority issues for any continuing regional discussions. o WANTS NEXT WORKSHOPS TO PROVIDE TYPED LIST OF ISSUES PREVIOUSLY DISCUSSED. ® ENVIRONMENTAL ISSUE IN BULL RUN LAST YEAR WAS SALE OF OLD GROWTH - NEED TO KEEP OLD GROWTH FOR MITIGATION. ® COMMISSIONER LINDBERG ARTICLE - NO WILD SALMON RUN ISSUES IN BULL ' RUN, ARE THERE? DOES HE ADVOCATE THE WILLAMETTE?. Commissioner Lindberg has not advocated the Willamette as a source - although people have been urged to weight the tradeoffs. o WOULD LIKE TO SEE LITTLE SANDY; FEWER ENVIRONMENTAL PROBLEMS. ® COST: ONCE DAM IS BUILT IN BULL RUN OPERATING AND MP TNTENANCE COSTS'WILL BE LOW. ® WHO WILL PAY FOR THE TREATMENT? THOSE WHO WILL GET THE WATER? o IF NO BOND MEASURE - HOW TO PAY? o LITTLE HISTORY OF CATASTROPHIC EVENTS IN THE BULL RUN. ® IF SPILL IN RIVER - THERE'S NO WAY TO SEND ALARM. ® COULD CATASTROPHIC EVENTS HURT TREATMENT FACILITY ON THE WILLAMETTE? o GOING TO BULL RUN IS NOT TOO FAR FROM POPULATION CENTERS - JUST LOOK AT LOS ANGELES. o NO STUDIES TO LOOK AT COST OF CURTAILING GROWTH INSTEAD OF BUILDING SUPPLIES? ` o IS REGION ARE WE STUDYING OTHER ALTERNATIVES SOLELY TO BUILD CASE .TO GET FEDERAL PERMIT FOR BULL RUN? e FUNDING: WE SHOULD CARE WHAT REGION'S WATER WILL LOOK LIKE 1000 YEARS FROM NOW. SHOULD WE USE INCREASED GROWTH TO PAY FOR NEW SUPPLY? all-III THE CITY OF PORTLAND SHOULD CURTAIL SUPPLYING WA'T'ER TO OUTSIDE AREAS. PAYING FULL COST WILL MAKE WATER USE LESS ATTRACTIVE. PORTLAND IS INTERESTED IN PROTECTING BULL RUN WATERSHED. Concerned about allegations that Bull Run environmental effects are a smoke-screen. Numbers on owl habitat. Last commercial logging was several years ago. New dam would require removal of heart of habitat area. • FISH: CONCERN IS SANDY RIVER MAINSTEM, DOWNSTREAM FROM BULL RUN. BROAD BASE OF CONCERN REGARDING COHO AND CHINOOK RESTORATION. ® WHERE WAS THE CITY OF PORTLAND FOR DECADES REGARDING ENVIRONMENTAL PROTECTION? ISN'T PORTLAND BEING INCONSISTENT WITH DAM #3? Key players were different. Look to folks here and now. We learn, and gain different views of our responsibilities. Need cost information for environmental iibpacts ® OPTION TO DUMP WILLAMETTE RIVER WATER IN TUALATIN? CONTROLLING GROWTH? WE HEAR "WHY DON'T WE PLAN MORE?" HAVING TROUBLE COPING WITH GROWTH. THE PARTICIPATING AGENCIES HAVE WORKED WITH. METRO THROUGHOUT THE 'PROCESS. LAND USE AND WATER PLANNING GOING ON TOGET MR. ® SURPRISED TO SEE OREGONIAN REPORT THAT THE WILLAMETTE RIVER WATER WOULD BE PUMPED UP TO CHEHALEM CR. Idea was raised in context of supply, wastewater management, and irrigation, could address marry of the issues. Today, it is difficult to develop these types of major infrastructure facilities. USA addressed with Level IV treatment. For water supply, makes sense to go proximate to demand. o IS REUSE BEING CONSIDERED? STATUS? IT TAKES LOTS OF WORK. Agree in near term strategy. - Level of treatment varies. We should explore, conduct pilot projects, etc: Reuse may play a key role in certain parts of the region and future uses. d FLOWS IN TUALATIN HAVE INCREASED WITH GROWTH. THERE IS NOT A TEMPERATURE PROBLEM (MAY BE MORE THAN FLOWS). LOOK AT DEMAND BEFORE GOING INTO PRISTINE BASINS ® PORT PROJECT: EXAMPLE OF PILOT PROJECT. City of Portland exploring with Port of Portland the possibility of using untreated river water (e.g., ship washing) instead of Bull Rim water. ® COST EFFECTIVENESS OF CONSERVATION - COMPARE COST OF SOURCES AND CONSERVATION. How many low flush toilets would supply a chip plant? Looking at all costs, 3rd dam in BR is most expensive. Low flush toilets as resource - saves water when we don't necessarily need it - (e.g., winter). Government standards require low flush toilets, which was considered in the Plan as "naturally oceuring conservation." 4 REGARDING WATER SAVINGS AND CONSERVATION: BE SURE TO CONSIDER EFFECTS ON REVENUE? The impact on government revenue has been considered in the plan. The impact on rates and bills will have to be considered, ultimately. 10 DEALING WITH GRAY WATER (LOV,,ER BILLS?) ® CONSERVING A UNIT OF WATER IS REVENUE LOST. NEED TO ADDRESS THIS POINT AS WE IMPLEMENT. o. ALSO PUSH OFF DATE OF COSTLY NEW SUPPLY - AN AVOIDED COST IS AN ECONOMIC BENEFIT. THE DATE CAN VARY. o WILL WE BE IN A CRISIS WHILE WE ARE DELAYING NEW SOURCES? WILL A CRISIS BE USED BY GOVERNMENTS TO FORCE THE PUBLIC TO GO ALONG WITH UNSATISFACTORY ALTERNATIVES IN 20-30 YEARS? WHAT IS METRO'S ULTIMATE ROLE IN THE WATER SUPPLY ISSUE? Regional framework plan - Water supply planning element in Metro charter. Metro executive has said NOT interested in taking on water supply. Metro council is participant in this water planning process and will adopt the plan. CONCERN THAT IF IT IS OK TO DRINK MULTI-PURPOSE SUPPLY (E.G. WILLAMETTE), WHAT WOULD THEN STOP PORTLAND FROM ALLOWING RECREATION AND DEVELOPMENT IN BULL RUN. 503-323-6133 BUREAU OF WATER 266 P02/02 S EP 20 85 07: 58 Qisesdons to ask Councils and Commissions m Ateswer in their October hearkags 1) In the Preliminary Regional Water Supply Flan (RWSP) prepared by the water provider staff there are a number of long term supply resource strategies which are presented. The providers have recommended one of these long term strategies based on as equal balance between the various key policy values which were identified durwg the project. The choices presented in the plan, however, allow decision makers to select other alteratives based on different policy value emphasis. Which of these key policy values are most important to you in meeting your future water needs? Costs The efficient use of water Environmental impacts System reliability Diversity of sources Quality of the water sources (iaciudiug factors of raw water quality, treatment levels required, and protectabiliry of the upstream watershed) Are there other policy values that are equally or more important to you. if so what are they? 2) Do you agree with the recoauneuded strategies contained in the PrPtiminary Regional Water Supply Plan? If so, why? What strategies specifically do you not support and why? 3) What changes would you recommend for consideration in the final. RWSP? Why? 4) Do you support the concept of forming a formal consortium of water providers through the adoption of an intergovernmental agreement when the anal RWSP is adopted? What types of fundons do you think the region's water provider should carry out in a cooperative approach7 if you do not support a formal organization how would you recommend rhat these functions be carried out? I AGENDA ITEM # 3.2~ For Agenda of 11/14/95 I 1 ~a i ~GJ CITY OF TIGARD, OREGON COUNCIL AGENDA ITEM SUMMARY ISSUE/AGENDA TITLE RFP for Cook Park Expansion Plan PREPARED BY: D. Roberts DEPT HEAD OK W,' CITY ADMIN OK _a_=__________°°______-__________a__a__________a_a ISSUE BEFORE THE COUNCIL Should the City invite proposals from qualified landscape architectural firms to prepare a plan for the expansion of Cook Park? Should any changes be made to the attached draft Request for Proposals (RFP)? a___-___m___sa_as__mm_-m_a STAFF RECOMMENDATION Authorize staff to solicit proposals for the proposed study. a INFORMATION a m a SUMMARY Several weeks ago Council established a task force to look at the acquisition and improvement of land jacent to the northern side of Cook Park to help meet present and future recreational needs for the citizens of Tigard. Since its formation, the task force has identified a number of potential facility and site improvements for the property. To assist the task force in refining its ideas, the hiring of a professional park planning consultant is proposed. The consultant services also would include the development of a concept plan for the 27-acres of floodplain located on the western edge of Cook Park, which the Unified Sewerage Agency is in the process of obtaining. aa-ma_-s_m_a-a_aa_____m-aaam__aa=_maaaaaam_--ama~a OTHER ALTERNATIVES CONSIDERED 1. Approve the proposed study and RFP. 2. Approve the proposed study with a revised RFP. 3. Do not approve the proposed study. aa_a__mma__a=-aaaaaa- aa--aaa_ffi--a FISCAL NOTES The cost of master planning for the northerly property is estimated at $8-10,000. The cost a of less detailed concept plan for the larger easterly property should be somewhat less than this amount. DR/rfp.sum November 7, 1995 CITY OF TIGARD REQUEST FOR PROPOSALS COOK PARK EXPANSION MASTER PLAN The City of Tigard invites proposals from qualified landscape architectural firms to prepare plans for the proposed expansion of the city's Cook Park. The planning study consists of two work efforts. The first effort is the development of a detailed.master plan for land to be acquired along the northern edge of the park (identified as site "A" on the attached map). The second work effort is the development of a more general concept plan for additional land located on the western edge of Cook Park (site "B" on map). Background The Tigard park system includes 122 acres of city park and 114 aces of greenway. Cook Park, located along the Tualatin River between Tigard High School and the Tualatin Country Club, is the flagship park in the city park system. Its 52 acres include both natural and developed areas. Facilities located in the developed areas include two baseball and three soccer fields, an outdoor basketball court, picnic areas, two covered shelters, a children's AGIL play area, horseshoe pits, a boat ramp, a floating dock, and large open spaces. A survey of Tigard residents completed in 1987 indicated that Cook Park, with its many facilities and activity areas, is by far the most frequently visited park in the city. Approximately 70 percent of survey respondents indicated a visit to the park during the previous year. Participation in picnics, sports, use of play equipment, relaxing, and enjoying nature are the most popular activities at Cook Park. To help meet present and future recreational needs for the citizens of Tigard, the City is interested in acquiring and improving all or a portion of a 21-acre property located adjacent to the northern side of Cook Park (site "A"). The property proposed for park expansion is flat and treeless and includes two small wetland areas. For planning and coordination purposes, the city has formed a task force composed of elected officials, staff, and representatives of youth sports organizations. Since its formation, the task force has identified a number of potential facility and site improvements for the proposed expansion. To assist the task force in refining and fleshing out its ideas for site ' "A", a professional park planning consultant will be retained. The work will involve the development of a detailed master plan for the proposed expansion including cost estimates. : . : : • . a . . . 7 M : . . CL c : : a ce ° o ° ~r : !7 W r_ ca o_ ca : X C X C aO" i` a. o . b ~!~~Il~lglplfjl OBSCENE am Scope of Work, Site "A" RIM Jigh The consultant will: A. Identify the specific nature and extent of each potential project listed below and of a reasonable number of other improvement projects that may be proposed by the Cook Park Task Force. This identification will include information on the relationship of the projects to each other and on the cost and amount of land needed to implement each of the various projects. ® a community bandstand and seating area ® an outdoor amphitheater ® covered gathering areas/picnic sites ® a multi-purpose building, incorporating a outdoor platform, that could serve the above purposes m a water feature, such as a pond, lake, or waterfall additional sports fields ® a community garden area ® paths connecting the site to adjacent properties and park areas ® an additional access road to Cook Park serving the new site and the park as a whole ® an on- or off-site transit stop u an off-street parking area serving the new site and Cook Park as a whole B. Provide recommendations on project priorities and on other appropriate improvement projects, if any, that should be considered by the Task Force. These recommendations should be guided by an analysis of present and future community- wide spatial and facility requirements. C. Based on the priorities agreed upon by the Task Force, prepare a master plan for the development of all or a portion of the proposed site. The plan will include estimates of overall cost and acreage needs. D. Provide recommendations on the appropriate phasing of property acquisition and the implementation of project priorities E. Participate in meetings involving task force, citizens, and city government. F. Prepare work products which will include master plan schematic drawing(s) and a narrative report and cost estimates. Background/Work Scope. Site "B" The Unified Sewerage Agency (USA) may acquire 35 acres of land adjacent to the western edge of Cook Park. Proposed funding sources include agency funds and Metro greenspaces IM! 110III111 I'll 11111 1 11111111 gp!l! I Will bond measure funds. Approximately 27 acres of the site is floodplain (site "B"). A large ® wetland is found at the upper end of this floodplain. A smaller wetiand is located at the lower end. If USA is successful in obtaining this property, the agency may be willing to re- sell some of the floodplain to the City of Tigard. The acquisition of a portion of this land would provide a logical extension of Cook Park. The second park expansion work effort relates to site "B" and includes the development of broad concepts, depicted by images and written descriptions, for the improvement of the entire 27-acre floodplain. For this effort, the consultant is expected to provide a draft work plan that details: (1) how the consultant proposes to complete this work, (2) the timing of the work effort, if different than proposed below, and (3) the cost. The development of a limited number of concept maps and city task force and public participation should make up the major portion of the consultant effort. All current and planned street improvements related to the site will need to be integrated into the concept maps as well as collaboration with USA and other interested organizations. City Data The City of Tigard staff will provide topographic, tax lot, and any other maps or site data needed for both portions of the study. Proiect Schedule The proposed project schedule is: Request for Proposals //95 Proposals Due //95 Proposals Reviewed by task force //95 and finalists selected Interview finalists //95 Contract negotiations and award //95 Consultant work begins //95 Progress report to staff //95 Draft report due //95 Final report due //95 In addition to the above schedule, the consultant will attend - task force and - community involvement meetings during the course of the study and will present his/her report to the City Council. Project Budget The work will be initiated as a fixed-price personal services contract. The project budget for the site "A" work effort is $8,000 to $10,000. The budget for the site "B" work scope AIL effort will be based on the proposed budget provided by the consultant for the overall Cook Park planning study. Budget details should be provided. Submittal Requirements Proposals submitted by consultants should include the information requested below. Consultants may submit additional material, such as consultant's brochure, if desired. 1. Name of principal(s) who will lead the study effort and names of other staff members who will participate in the project. Describe areas of expertise of each. 2. Total proposed budget that indicates: Amount of time and budget to be expended by principal(s); Amount of time and budget to be expended by other staff members; Amount of budget allocated to materials and expenses; Amount of time and budget allocated to each task. 3. Description of the firm's experience in preparing park plans or like project plans. 4. One copy of a previous park master plan undertaken by the firm. 5. List of references that includes: Consultant's name Address Phone number of contact person for similar projects completed in the past 6. Statement regarding ability to complete the project within the defined timeframe. 7. A one-page description of the approach the team would take. Selected Criteria Consultants will be evaluated on the basis of the proposals. Evaluation criteria will include: Qualification of staff working on project Previous experience in preparing park master or other applicable plans Ability of consultant to provide realistic, responsible recommendations as demonstrated by previous similar work experiences Project budget proposal Ability to initiate work on this project by - and to meet project schedule Interview of Finalists After evaluating the RFPs, the committee expects to interview two or three firms. Following this, work program and contract negotiations will be initiated with the consultant ranked highest. Submission Deadline Proposals must be received by 5:00 PM, November 1995. Proposals should be addressed to: Cook Park Expansion Study, Planning Division, 13125 SW Hall Boulevard, Tigard, Oregon 97223. Proposals not received by the city by this time and date will not be considered. Number of Copies Three copies of the proposals shall be submitted. One copy of the work sample shall be submitted. Additional Information If you have any questions, please call - with the city of Tigard at 639-4171. DwcookAp November 7, 1995 Alm MEMORANDUM TQ: Mayor, City Council FROM: Jim Hendryx and Nels MickaeIson REGARDING: METRO 2040 Interim Measures On November 15th JPACT and MPAC held a joint meeting at which measures were discussed for early implementation of the 2040 Growth Concept. The purpose of these measures, for the most part, is to provide for a 20 year land supply while limiting expansion of the Urban Growth Boundary. Tigard needs to evaluate these measures as soon as possible to determine changes in zoning and development which may be required. These measures could be adopted by Metro Council as early as the Spring of 1996. Jurisdictions would need to show compliance with these measures within 18 months of adoption, approximately Fall of 1997. Staff have taken a first look at these measures to determine the potential impacts to Tigard. The following document contains the measures proposed by Metro with a brief discussion of each item. The following measures are recommended for region-wide adoption: Measure 1. Change zoning maps to implement the Metro Growth Concept. Expected Outcome - The Metro 2040 Growth Concept is implemented by ensuring local zoning will accommodate the jurisdiction's portion of the regional growth capacity. Performance Standard - That the overall total housing units and employment targets for the jurisdiction or the jurisdiction's planning area from the Metro 2015 Growth Forecast are permitted or will be permitted at densities and locations likely to be achieved, follox-ing the Metro 2040-Growth Concept. A city or county may demonstrate conformance with the performance standard above or show that zoning for vacant and redevelopable lands within the jurisdiction or the jurisdiction's planning area are consistent with the Metro 2040 Analysis Map. Minimum densities for residential and non-residential uses shcxll be applied so that at buildout the target density shall be achieved. Guidelines - Cities and counties may adopt zoning requiring no less than 80% of maximum residential densities. Local work should include review of development code standards to ensure that stated densities can actually be built. Examination of street and alley standards, setbacks, landscaping requirements, lot coverage and other standards which could reduce the otherwise permitted density or floor area ratio should3 be completed. Consider innovative and cost saving solutions to stormwater management, including allowing for building at densities which Amok incorporate landscaping that serves other multi-objective purposes. Create incentives to promote innovative and cost-effective site design. ' 1 This measure focuses on zone and code changes needed to implement the 2040 concept. As indicated by the above measure, conformance can be demonstrated by implementing zoning on vacant and redevelopable land that is compatible with the 2040 Growth Concept. In order to meet 2040 target densities and desired uses, significant zone and/or code changes will be required. This may include adoption of an ordinance requiring that 80% of planned density be built. Tigard currently has no minimum density in any of its zones. Metro is targeting land which is likely to develop over the next five years. Tigard currently has approximately 834 acres of vacant land and 406 acres of redevelopable land. The following table contains the amount of vacant and redevelopable land within Tigard's Active Planning Area by 2040 Growth Concept Design and current zoning. Potentially, all of this land could be effected by this measure. Inner Neighborhood Vacant (ACRES) Redevelo able ACRES R-4.5 201.25 103.87 R-3.5 30.63 15.72 R-7 25.84 8.7 R-12 79.29 18.43 R-25 77.91 1.77 Regional Center C-P 1.5 6.1 C-G 0.9 7.3 R-4.5 0 6.9 R-12 0.6 2.3 Town Centers C-P 2.25 4.45 C-G 11.93 11.7 CBD 2.09 11.91 R-4.5 1.3 0.28 R-25 18.25 2.19 Mixed Use Employment Areas C-P 51.691 25.58 C-G 42.54 27.17 I-H 0.68 3.33 I-L 30.6 30.08 I-P 62.87 27.71 R-3.5 1.93 0.91 R-25 0.98 3.78 Corridors C-P 15.19 8.03 C-G 10.39 44.14 C-N 1.18 1.32 I-L 0 4.69 I-P 2.88 0.73 R-4.5 34.1 25.45 R-71 4.36 2.23 TOTAL I 713.131 406.77 * Includes Walnut Island 2 Measure 2. Change zoning text to provide for mixed-uses and compact urban designs in station areas, regional and town centers, mainstreets and corridors. Expected Outcome - Centers, mainstreets, station areas and corridors will accommodate their expected portion of growth in a manner consistent with the mixed use center designs of the Metro 2040 Growth Concept. Development and redevelopment in the region will be much more compact and pedestrian and transit friendly. These features would encourage continuation of.• the protection of agricultural lands outside the Urban Growth Boundary, a strengthened sense of community, reduced vehicle miles traveled and lessened air and water pollution. Performance Standard - Cities and counties shall demonstrate that the regulations affecting development and redevelopment within their jurisdictions' station areas, regional and town centers, mainstreets and corridors will meet employment and household targets for these design types within their jurisdiction and will be designed to be compact, mixed-use urban designs that are pedestrian and transit friendly. Minimum densityfor residential and non-residential uses shall be applied so that at buildout the target density shall be achieved. Guidelines - Cities and counties ma a. demonstrate that the growth capacity and transportation performance is equal to or greater than the Metro 2040 Analysis Map and 2015 Growth Forecast for household and employment, or b. demonstrate the following: Mixed Use allow mutually supportive development patterns of mixed uses in HIIIIIIIIIIIIIIIIII station areas, regional and town centers, mainstreets and corridors; Allowed Uses In regional and town centers, station areas (or those planned and for which funding is identified), corridors (continuous or nodal as described in the Metro 2040 Growth Concept) and mainstreets: • allow for mutually supportive mixed use residential, retail and service uses, restaurants, medical professional offices, clinics, neighborhood civic and institutional uses, indoor recreational and entertainment uses; • permit multiple uses on one property; 3 • Except in corridors where such uses may be allowed prohibit AML storage as main use, vehicle sales or service uses, outdoor OEM IMM commercial recreational uses, outside storage • implement the design features of the Transportation Planning Rule. ,Densities/Use Intensity In regional and town centers, existing station areas (or those planned and for which funding is identified), and mainstreets, developments should: • have a minimum residential density of 15 units acre; • increase maximum density to at least 45 units acre; • have a minimum Floor Area Ratio of 0.5 new office and civic/institutional uses; • have a minimum Floor Area Ratio of 0.4 for all other permitted uses and combinations of any permitted uses; • ensure that minimum density requirements may be applied to the sum of contiguous lots that are part of the same development project, • allow for density transfer to preserve open space and address water quality and stormwater management; • establish a minimum density for redeveloping sites as the existing density of current use (on larger sites, where a masterplan for the entire site achieving minimum densities is approved, development max proceed in phases); • examine water, transportation and sewer infrastructure capabilities. aft 4 01 ~!:Iiz!1911: RIM -DISCUSSION OF TNIIEE e SURE 2 This measure focuses on allowed uses within Regional Centers, Town Centers, and Corridors. The 2040 Concept designates the Washington Square area as a Regional Center and the downtown tnainstreet area as a Town Center. The majority of the Main Street Town Center area currently has a designation of CBD and already includes the mixed use component desired by 2040. The Washington Square area, however, is for the most part zoned C-G and does not allow residential uses. Corridors are also problematic in that they for the most part are also zoned C-G. The Washington Square Regional Center and Tigard's corridors are currently zoned as follows: Current Zoning in Regional ACRES Center C-G 167 C-N' 0.75 C-P 58 R-12 12.4 R-25 2.8 R-4.5 71 R-40 3.3 TOTAL 315.25 Current Zoning in Corridors ACRES AMh G-G 268.65 C-N 6.67 C-P 40.45 CBD 64 I-L 45.86 I-P 54.69 R-12 127.29 R-25 26.72 R-3.5 5.15 R-4.5 66.29 R-40 5.11 JR-7 44.57 TOTAL 755.45 EVALUATION OF GUIDELINES FOR MEASURE 2 1) Permit multiple uses on one property; The city currently allows multiple uses on a property, but are limited to allowed uses of the zone. 5 - - 2) Except in corridors where such uses may be allowed, prohibit storage as main use, vehicle sales or service uses, outdoor commercial recreational uses, outside storage; These uses are currently allowed in all General Commercial, and CBD areas. Changes would have to be made to prohibit the above uses on new developments. For example, in the Main Street Town Center the following businesses would no longer be allowed: MAIN STREET TOWN CENTER NAME Auto Test Centers Of America Eagle Towing Tigard Exhaust-Brake Precision Tune Speedy Auto Glass Pacific Car Wash Main St Car Wash M & W Automotive Marks Mowers & Automotive T Scandia Motors Tigard Radiator Service Manning's Automotive Service Center Miller's Automotive Service Kings Full Service Car Wash 3) Implement the design features of the Transportation Planning Rule. 4) In Regional and Town Centers developments should: A) have a minimum residential density of 15 units per acre; Tigard currently has no minimum density requirements. B) Increase maximum density to 45 units per acre The maximum density in the Main Street Town Center currently is R-40. Only certain areas in the Washington Square Regional Center allow residential density, all of which are less than 45 units per acre: R-40 - 3.31 Acres R-25 - 2.08 Acres R-4.5 - 71.34 Acres R-12 - 12.36 Acres C) have a minimum FAR of .4 for new retail uses, .5 for new office and civic/institutional uses No minimum FARS are required in any of Tigard's zone types. 6 ® D) ensure that minimum density req!sirem_ents be applied to the sum of contiguous AMM lots that are part of the same development project. Tigard does not have this requirement. Measure 3. Parking' Expected Outcome New development and redevelopment of existing urban areas will occur in designs that are more compact. reduce air pollutant emissions and consistent with a transit and pedestrian supportive environment. Performance Standards. Following are the region-wide performance standards: a. A regionwide action to reduce required off-street parking consistent with the schedule - (two zones - Portland's central city area and the rest of the region). This hs ould be adopted by the region by July, 1996. b. Regional support of a DEQ voluntary program whereby the property owner could elect to use the required ratios or less as maximum ratios (i.e., only build to the required, not beyond) in exchange for being exempted from the DEQ Employee Commute Option (ECO) Program, priority DEQ permit processing and other incentives offered by local governments. C. A regionwide action to establish parking maximums based on no more than 125 percent of the regional standard for minimum required parking except in those areas shown in the attached map. Structured parking and paid parking would be exempt from established maximums. d. Approval of a regional and local work effort to: a. encourage local experimentation and incentives for even more reductions, such as parking space redevelopment for pedestrian areas and more density, no required parking (a maximum consistent with regionwide standards would still be recommended) or further reduce parking by counting on-street parking and shared parking arrangement towards the parking space count, (this should especially be considered in regional and town centers, mainstreets and LRT station areas.) b. encourage exploration of contributions for public parking in lieu of provision of private parking; Ask 'See attached parking ratio tables 7 C. support further analysis with public and private sector parking management experts and possible computer simulations; d. fund training of local public officials and private business associations in parking management, and e. promote good local urban design to provide safe and convenient connections to the transit and pedestrian system. DISCUSSION OF MEASURE 3 Measure 3 focuses on parking requirements. The overall goal is to reduce required offstreet parking. In most cases Tigard would need to revise code-on parking to meet the guidelines for this measure. MEASURE 3 GUIDELINES 1) Provide retail uses with 2.9 to 3.5 spaces per. 1000 sq ft Tigard currently has the following parking requirements: General Retail sales: 1 space for each 400 sq.ft.of gross floor area (2.3 spaces per 1000), not less than 4 spaces per establishment. AffAk Retail Sales (Bulky Merchandise): 1 space for each 1000 sq feet of gross floor area but amm not less than 10 spaces for each establishment. 2) Provide office uses with 2.5 spaces per 1000 square feet or less; Tigard currently has the following parking requirements: Administrative and Professional Services: (2.8 spaces per 1000 sq. ft.),1 space for each 350 sq. ft. of gross floor space. 3) Provide residential uses with 1.5 or less for centers, mainstreets and station areas or less. Tigard currently has the following parking requirements: Single Family Residences: 2 off street spaces for each dwelling unit Multiple dwelling: Studio 1 space for each unit 1 bedroom unit - 1.5 spaces for each unit > 1 bedroom unit - 2 spaces for each 4) Link reduced standards to FAR - higher density enables lower standard Not regulated 5) Limit parking to a maximum of 150% of the minimum Tigard only limits the maximum impervious surface which varies from 80% in R-7, R-12, R-25, and R-40; to 85% in Commercial Zones. 8 Nlm= ® 6) Require masterplans which indicate how the site could further reduce parking spaces over time, replace parking spaces for additional building space, should demand for parking spaces decrease or not be evident. Tigard does not require masterplans. MEASURE 4 Measure 4. Protect, restore and enhance natural resources and water quality. Expected Outcome - Manage watersheds to protect, restore and ensure to the maximum extent practicable the integrity of streams, wetlands and floodplains, and their multiple biological, physical and social values. Performance Standard - Demonstrate that the continuation of the natural system of existing stream corridors and wetlands that are included in the Metro map of environmental constraints lands will be protected in their natural state to the extent practicable. Guidelines - Possible measures may include protection and restoration of stream corridors and wetlands by: • Allowing generous on-site density transfers to obtain urban densities while maintaining wetlands, floodplains, steep slopes, stream riparian Aft areas and maximizing the zoning potential of the property by building on the remaining parts of the site. • Require residential, commercial and industrial land use permits to implement measures that eliminate or mitigate nonpoint source pollution from those activities consistent with local management plans. • Require all transportation projects to implement measures that eliminate or mitigate nonpoint source pollution from those activities consistent with local stormwater management plans. • directing Metro to address all state-wide goals, especially state Goal 5 compliance, for stream corridors and identified wetlands of regional significance. • The regional planning process shall be used to coordinate the development of interconnected recreational and wildlife corridors within the metropolitan region. DISCUSSION OF MEASURE 4 Measure 4 focuses on protection, restoration, and enhancement of natural resources and water quality. Metro has identified land which is environmentally constrained. For the most part Tigard's existing code protects wetlands, stream corridors and floodplains targeted under this measure. Alk 9 Measure S. Manage Retail in Employment Areas Expected Outcome - To ensure that retail in Employment areas are designed and sized to meet the needs of the employees in the area. Performance Standard -Revise local zoning codes to preclude retail uses larger than 50,000 square feet of gross leasable area per lot in specifically designated Employment areas (as shown in the map of Industrial Area and Employment Areas) or otherwise revise the zoning codes to preclude retail uses which are primarily intended to serve market areas greater than that within the Employment Area. Exceptions to this standard may be made for low traffic generating, land- consumptive commercial uses with low parking demand which have a community or region-wide market. DISCUSSION OF MEASURE 5 Measure 5 focuses on Employment areas and limiting the size of retail developments such that they only serve employees in the area and do not serve a large market area. This measure will have a significant impact on Tigard. Areas designated as Employment Area include the Tigard Triangle, and the 72nd corridor to Tualatin. The trend in these areas has been towards the very developments which Metro wants to limit, specifically large retail developments which go far beyond the market area of the employment area. Metro wants to limit retail developments to less than 50,000 sq ft of gross leasable area per lot. Examples of developments in these areas which would no longer be allowed in these areas include the following: Store Sq ft Cub Foods 79,455 Costco 135,996 Home Depot 104,000 MEASURE 6 Has no impact on Tigard 10 i ® Summary of possible changes 1) Increase allowed density in some areas and require that land be built at 80% of plan density. 2) Revise code and zoning to allow mixed use type developments in the Washington Square Regional Center and Corridor areas. 3) Prohibit storage, vehicle sales and service, outdoor commercial recreation uses , and outside storage as the primary use on new development occurring in the Washington Square Regional Center and Tigard Town Centers. 4) Require minimum density of 15 units per acre in the Washington Square Regional Center and the Tigard Town Centers. 5) Increase maximum density to 45 units per acre in the Washington Square Regional Center and the Tigard Town Centers. 6) Revise parking standards to reduce required off street parking.. 7) Limit retail development to less than 50,000 sq ft per lot in Employment Areas such that they only serve employees working in these areas. IiiiiiiiM Affilk 11 MEMORANDUM CITY OF TIGARD, OREGON TO: William A. Manahan, City Administrator FROM: Wayne Lawry,. Finance Director and Loreen Mills, Senior Management Analyst t DATE: November 9, 1995 SUBJECT: Solid Waste Issues ISSUE HISTORY: The City Council, after much discussion throughout May, 1995, increased the solid waste rates which were effective July 1, 1995. This rate change was the result of a Council "rate of return" policy which had been adopted in 1987. At the Counci. eetin,g this action was taken, several Council members remarked that they would like to discuss the rate setting policy during the summer. The City Council held a study session in late August to discuss the following solid waste rate impacting issues: • Rate Of Return Policy • Annual Financial Reporting Form • Commercial Rate Subsidy, and • Curbside Automation At that meeting, several more questions (or issues) were raised by the Council. Those issues were: • Depreciation method used by haulers; • Pride's MRF (Material Recovery Facility); • Service quality measurement; • Future franchising of solid waste; • Cost of preparing the annual report; • Review of the financial information - aggregated vs. non-aggregated; • Different rates for homeowner associations; • Cost saving ideas were requested from haulers; and • Council requested recommendations from staff. CONSOLIDATION OF ISSUES FOR 11121/95 COUNCIL REVIEW We have reviewed the Council's concerns and issues and have consolidated those issues into a format for discussion. Each of the following areas for discussion are addressed in more detail in the attached packets. The packets each contain a yellow cover sheet which describes the issue (or lists the questions posed by Council), brief information section followed by alternatives considered and the staffs recommendations. Behind each yellow sheet will be additional background information Council might find helpful as they review the issues. 111 11,11 g 11 11 11 1''I I 1 11 Aft Page 2 of 2 Solid Waste Issues Memo November 9, 1995 1. RATE OF RETURN POLICY Rate of Return Aggregate vs. non-aggregate review Service quality measurement H. COMMERCIAL SUBSIDY OF RESIDENTIAL RATES Stand alone services III. ANNUAL FINANCIAL REPORT FORM & EVALUATION OF INFORMATION Cost of preparing form Washington County form vs. City of Tigard form. Method of review ` IV. RATE INCENTIVES & HAULER EFFICIENCY Curbside automation Cost saving ideas by Haulers V. FRANCHISE ALTERNATIVES Does the City want more competition for service delivery? How would Council make that change? VI. GENERAL INFORMATION Depreciation Homeowner Association Rates Pride NW SUMMARY OF SOLID WASTE ISSUES AND RECOMMENDATIONS - Attached to the back of this packet of information is a single green sheet which lists each issue for consideration and a synopsis ofstaff recommendations. These items will be discussed in detail at the Council Study Session on l 1/21/95. The Haulers and their representative, Estle Harlan, are planning to attend the meeting. If you or Council members have questions prior to the meeting, please contact Wayne or Loreen so that we can be prepared to answer the question at the meeting. c: Tigard Haulers i 'bw'~':~c~~u.X 'v. \~Y,• \?~r. ~ ;'x.}a?>: x?}?,}:3.c~~z:~'~:i«:Es.;;:'.~ <v~~<.,\~r..r7cE`K. ~;,`y, off., h,\\,~Z4. •,a';+ :\iv: ~v 'S:;;:aY4 a.::: V ;t. wh ;W.~'Y.M::Yiii!`1C.'.iK19.~.YiC~ 1.}.\\a4.,..h'[;\~lQw,wCiY?..\n`n\:Cy+}\'.'.1\,v.la\V..\}?}tiwi•}' "y NYC,:' `d:. ` : :c. \~}A "♦x \ \ ' `•Y : ''~.•,t:4;^ta:;q, .;w• . `n\v}, \ ~ w\t\ ,\~c~,'``\;~~" wj,~,,if' a,#: i7F 'tom ~!!~Y . tai. '}:EZ\ 'Ct~„'S'r'zz"•F},.x,.,•a,, , v,...rv::'!.`\t~ ,uA,....: h~'\~.}v.S... iJ~?}T\v\\a\ti.. 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S`~. :v' 'O~ Y:~y$' \ ' ~ti~v~v,~~o per, t .,k, ZY•,,x a•a,. S•`Kk; ,;?titir,:: `ul\ ,oE \ e'u.♦'~ .,\\`.~\.~"`~,~~.A:~\' :\ar;har; `•~~v~c;; v?'~~,,v"'?#::: ~;z}'„K'~`~p~:im,.t:'oi~' ti.\,.:"~?,tu ` 'rF.;:~3;¢: ,..a~. .Q~+~\~ `'C, ~\;a~~~\\a.~~~u:.+t}}x:,n\\;:J>.Y:; ♦•`?~~?C\~,`\S~,"w~~i\~tirw.¢'~~ ~`:y.,.;`;~a.,c:h:'~pt;'\ ~ ,gg y~o.. ~ .M. \ }n.'., E\C.. 6z., .a`v'?xc;k w. ai.2~'i~: '~'o: ~ M RMA'p M The Council's current rate of return policy establishes an acceptable range of return on revenues of 8% to 12%. If the aggregate rate of return falls outside the range, a rate adjustment is suggested to bring the rate either up or down to 10%. Issues raised by the Council include what should the range of acceptable return be, should the rate of return be evaluated individually or in the aggregate, and hour can performance be measured in the process. ]fate of Return During the August study session, we provided you with a survey of surrounding jurisdictions' rate of return policy. The survey showed several nearby communities with a range of acceptable return of 6% to 12%. It also showed Portland at 9.5%. Several of these communities include a target percentage within the range so that any adjustment is made up or down to the target. We also discussed alternative measurements of return including return on assets and the calculation of return on revenues with the elimination of pass through costs including franchise fees and disposal costs. Achk The Haulers also made a presentation to the Council through their representative, Estle Harlan. Estle handed out a two page document with information on the "Operating Margin Policy" in support of leaving the range and the calculation as it has been established. Other jurisdictions measure the return as a percentage of revenues consistent with Tigard's calculation. Any change to another calculation method may require an adjustment to the range of acceptable return and may not provide any truer picture of financial results. Individual vs. Ageme ate Since 1987, the individual rates of return between the City's three haulers has varied greatly. The highest individual return since 1987 has been 15.13% while the lowest has been -.21%. The differences are attributable to different mixes of customers between the haulers, different management styles,. different levels of operational sophistication and different sizes of overall operations. The concept of measuring tfie rate of return individually and applying the acceptable range individually would be difficult.. The current policy calls for a rate adjustment when the aggregate rate of return is outside the range. If this policy were applied to individual haulers, rates may not be the same for all customers in the City and the process might reward poorly run businesses with higher rates at the expense of the rate payers in that area. Service Bali Measurements: Council expressed a concern that it might be difficult to guarantee high service quality without the franchisees having competition. The Haulers and staff negotiated a set of service standards which were effective 10/15/93. A copy of these are attached for Council's review. City staff and the haulers met in October to discuss ways to document and measure customer satisfaction and performance. Some suggested keeping records of all phone calls to each hauler and to the City and preparing a report each year describing any trends or problems raised. Haulers dam expressed concern flat a ".kingg pl::,,~.e calls ---d complaintse only measured neogatiyr! (►Cininnc an,t that the vast majority of customers were satisfied with the service and therefore don't call. We also discussed the development of a periodic survey of garbage customers to gain their perception of the level of customer service being provided. In reviewing what is being done nationally in the area of measuring service quality and rewarding high performers, staff found that there is nothing in place at this time. However, if Council wishes to review the possibility of adjusting the rate of return based on performance, staff has developed an option for consideration. (See attached memo) ALTERNATMS CONSIDERED • Retain the existing rate of return measurement in the aggregate and maintain the acceptable range at 8% to 12%. The haulers would prefer this alternative. • Retain the existing rate of return measurement in the aggregate but modify the acceptable range by reducing the, lower end of the range from 8% to 6%. • Base the calculation of return on some other measure and adjust the range accordingly. • Modify the rate of return policy based on revenues with a guarantee of 6% annually with the ability to receive up to an additional 6% based on the review of operational efficiencies, provision of quality customer service and maximizing collection of recyclables. STAFF'S RESPONSE / RECOMMENDATION • Continue the current calculation of rate of return on revenues in the aggregate but modify the range to 6% to 12% from the current 8% to 12%. Any rate adjustment would be either up or down to the target of 9% within the 6% to 12% range. This policy is similar to that used by Washington County in that their range is 6% - 12%, but the County uses 8% as the target for rate adjustments. CITY OF TIGARD, OREGON SOLID WANE RATE SETTING PROCEDURE Annual reports will be submitted to the Finance Director no later than March 31 of each year. The Finance Director will review the reports and gather any clarifications he/she deems necessary from the solid waste haulers or their designated representatives. The Finance Director after being satisfied that the reports are complete and properly filled out in accordance with the instructions provided will determine the "profit rate" by the aggregate net income of the haulers as a percentage of aggregate gross revenues. The Finance Director will then report the results to the Utility and Franchise Committee. If the "profit rate" falls below 8%, the rates charged by the haulers should be adjusted to provide a 10% margin. If the rates exceed 12%, the rates should be adjusted downward to 10%. After consideration of all information provided in the annual reports and input from the Finance Director, the Utility and Franchise Committee will submit to the City Council the results of the rate setting procedure and recommendations for rate adjustments if necessary. At& submitted by Estle Harlan - 8195 Representing Tigard Franchise Haulers C13 OF UGC RD OPERATING MARGIN POLICY Definition of Operating Margin: The net before tax profit as a percent of gross revenue. Methodolo- for liting the Operating Ma (l) Deduct allowable operating costs which are authorized by the City from gross revenues, to arrive at net profit before taxes. (2) Divide the net profit before taxes by the gross revenue, to arrive at a before tax operating margin. Example: Gross Revenue S400,000 Less Allowable Expenses --10" Net Profit S 40,000 Before Tax Operating2viargin 10% Range for Before Tax Operating Margin: 8% to 12% If the Before Tax Operating IvIarginfalls below 8%, adjust to 10%. If the Before Tax Operating Margin goes above 13%, adjust to 10%. L ce of targeted 10% Operating Mar-' 10.00% (1) Combined State and Federal Income Taxes are paid from the operating margin: -3.00% Millers average combined tax rate 30.0% Pride's average combined tax rate 40.6% Schmidt's average combined tax rate 37.0916 (2) Capital Investments Funded by Profits (to save interest expense) come from the Operating Margin: -2.50% (Capital Investments as a % of the operating margin) Miller's average funding for equipment 5.0% Pride's average funding for equipment 1.3% Schmidt's average funding for equipment 2.0016 (3) Cost Increases After Year-End Historic Data Report is funded from the Operating Margin: -1.75% The annual CPI increase has been approximately 3.5% and approximately 50% of the operating expenses are impacted by this increase, for a tiet impact of 1.75%. The reported data is an average of 12 months old by the time the rate review i.s completed in any given year. This time-lag from the date the expense is incurred to the date of a rate adjustment, if any, is funded from the Operating Margin. Actual Average Net Profit 2.75% Tigard QiVt: 8115195 OPERATING 1-NC RGIN POLICY TSS^, l= 1) Targeting a 10% Operating Margin does not guarantee that each franchisee will receive that margin nor that it will be actually realized, as it is only applied to historic data. Data is reported for the preceding calendar year, and the net operating margin 'before tares) per the report is a "snapshot in time" reflecting the condition of all franchisees in the composite as of the preceding year end. A guarantee would occur only if the rates were adjusted on a frequent basis, such as monthly or quarterly, to reflect cost increases since the reported year end. The f anchisees report as a. group or composite. There is no guarantee to any one company that they will receive a targeted 10% operating margin as of the preceding year end. Each company must live by the composite figures, so there is a real incentive to be efficient, as that is the only way the company can be rewarded with a profitable operating margin that approximates the margin of the composite. 2) There is no reserve for new programs or the equipment necessary to implement the new programs. Typically, costs for these programs become a part of the next year's reported numbers, so the franchisees must always be in a "catch-up" position to get rates to cover these costs. The Operating Margin mast be used to fund start-up costs until such time as a rate adjustment is granted. 3) The 10% targeted operating margin encourages use of profit to fund equipment. This creates the savings to customers of the interest expense. If the targeted range results in a lower operating margin, that is a disincentive to use company cash for the purpose of saving interest expense. Why Have a Policy? 1) One of the most commonly asked questions when local governments are considering a solid waste rate adjustment is: "Why should the targeted operating margin be 10%?" Each time this occurs, Councils get the explanation. But Council Members change from year to year, so Councils tend to re-visit the question and try to remember the answer from previous years. This "reinventing the wheel" takes council and .staff time. A set standard that is consistent with the rest of the solid waste collection industry in the state, is a more efficient use of taxpayer dollars, and th:ts good public policy. 2) Franchisees need consistency in the operating margiin policy so they can plan for programs, fleet replacement, personnel needs and technology changes. Budgeting for necessary expenditures instead of operating in a crisis mode is good business, and thus good public policy. If I RnTE OF•R~TURN REVIEW RATE OF TWURH -GftFS11AFh 9 D% (CODIS F D) PORTl.M1D _ _ 12% (ADJUSTED 10 10%) - - ' - TIV} - 12°/° (NEVER EXE{1- D~ : Y f•_ t2% (NEVER EXI:RCIS[[)) JUALATIN W{LSONVIt.I F _ - G% VLR EXCRCfSEI)),~- - - - - `f --12 - Of NEVER EXERCISED) WASi _ - CT IANGES Will F EACI I RAI F Sf~f OISf S CLACK. COUTJ'lY cIrrv O-'VI A,LD vIc srr A sv ons`bttitzss ,send Res~ r '01tsctton jot Solid t ~st~ . Yr.t OR~6 r 4 IN'I'RO•UU ON Customer shall be responsible for WeMnr lama used by weatherR 1';riminaD activity,-®,4ner S olid w the customer, the City City Tigard and the regaty partnership container damage ganer da ismage caused by wvea~rnal,.°FViffl nd_tear -Customer beteen of franchise -M hauler. The authority to regulate and set standards are in Chapter 11.04 of Franchised Haulers shell be responsible for . the Tigard Solid Waste Ordinance. wear and tear to Franchised Hauler owned containors~,m normal The following "Rules of the Game" are r 5' Fr -n yen :The Customer shall assure that all solid wash (such as in order to d roles and responsibilities of each of the th eedpartners in assuring tan food, disposable diapers and animal waste) is removed at least once efficient and effective solid waste collection system in Tigard. Additionally, 8 per coven (7) days, these minimum standards are offered as a guideline for service and are not recycling container any hazardous ~mta; The Customer shall not leave in any solid waste or toxic and/or medicsl to be construed as the total responsibilities for each party. wastes. 7• Pdissm- The Customer shall notify the Franchised Hauler promptly of a missed collection of solid waste and/or recycling. ~:UST®1VdL I$I;1SI't1►1~SI~ILITIDJS 8. PAynw The Customer shall pay for all service within thirty (30) MtAIlAn~iA ~ c,..~_D days of receipt of 8 bill from the Franchised Hauler. Customers lacking credit with the Franchised Hauler shall pay prior to service if These customer responsibilities exist for required by the Franchised Hauler. The Customer shall pay all all collection services. additional service charges for any past due bills. Stop service Customers are responsible for any past due bills prior to 1. fAaaun; The Customer shall make re-establishment of service. every effort to place containers so as *-N awe e prevent material from being 9. Plaant; On the scheduled day, the customer shall provide a safe blown, , lint m broken, or leaked ~c access to the pickup point which does not jeopardize the safety of the during the course of waiting for w` .o s location of a collection vehicle or the motoring public or create a hazard The Customer shall make risk to the person providing service. Receptacles must in a visible every effort to clean up any such location which may he serviced and driven to by collection an vehicles material pr prior to collection. obstructions practical. Access must not require the collector to pass behind Cuntnial pr The Customer shall be responsible for placing solid waste automobile or other vehicle a to pass under l 2. obstructions which obstruct safe passage to and from mlenceceptaging sa nd and recycling in an adequate container for collection. They shall be other Receptac encles losures. must be non-absorbent, vector-resistant, durable, easily cleanable, and where ground level, outside of garages, fences and Items at not for collection shall be at least (I feet s appropriate be provided with lids or covers which can be readily any solid waste container. removed or-opened. The Customer is responsible that the solid waste 10 ' The Customer steall request the level and type of service from container be maintained in a safe and sanitary condition. All containers other than manual pickup shall be supplied or a the Franchised Hauler, the Franchised Hauler. pproved by ~i 3. S2onf,rnct_; A Customer may be required to enter into a contract with These customer responsibilities exist for residential waste collection the Franchised Hauler for unusual service involving added or services. specialized equipment not normally provided under city required 1, services. tea; Customers shall pay the fee established by the City of Tigard 4 12Bmaes: Customer and -Franchised Hauler supplied solid waste for eueh "extras" to the Franchised Hauler to collect occasional containers shall be replaced by the Customer if in the course of storage containerof d he C stomees subs abed service t the level.oIlelCusston er of zoiid waste or recycling the Customer causes damage sufficient to "extras" be shall indicate to the Franchised Hauler If the Customer wants service render the container unusable for the safe storage of solid waste. The in which no extras s are to be collected. NMI cement on 2. IiQI " The Customer shall be responsible for prod 2. IlQlidwCustomer shall be responsible for proper placement on make up days for Franchised Hauler designated and not d holidl~a ake up days for Franchised Hauler designated and notified holidays. The Customer shall TAQr 5tfor •mg 3. HaUM collection on the designated collection day in re a writing to g hoursThe Customer shall place the solid waste container out prior to have out all solid Customers on heavy traffic streets may be requested fi:00 a.m. nii b}fie Customer's designated collection day. have all recyclabtes out for collection prior to 6:00 a.m.. 4 In-_GrDUWd;~Tlie Customer shall remove a garbage can from an in-ground or sunken" location for collection. 4. Mated& The Customer shall place out for collection any of the soli the City of Tigard so long as the Customers shall request can collection at a waste for recycling as designated by Y 5. materials are properly prepared. f ollarti4II. ,e }aced for residential location other than in the yard that is within one hundred (100) feet 5 9!t All solid waste for recycling P un~i{ from the street. The Customer shall indicate to the Franchised i fy the Franchised Hauler pons any curbside collection shall be the responsibility of the Customer up the point of collection and notify placement of the the time of collection. At the time of collection, all solid waste for change of location. The Customer shall assure proper safely and collection. Solid waste should be placed r. r to recycling-placed in by Fra Freed Hauler provided container shall nchised container for collected exclusively securely to prevent lightweight materials from blowing away P laced The Customer shall place materials for recycling being dumped into the collection vehicle. Containers shall be p 6 PC~fe within 5 feet of the curb for mechanical assisted collection. collection at the curbsidehoadaile. 6. Ynca rl are all solid Customers may temporarily discontinue service and receive 7 D wort~. Pr nAred: The Customer shall props Y prep he Customer y of Tigard. noon on the business day, excluding weekpreniedsd, of one week or more up vto 4 i credits in a calendar year for any p. s to for recycling as required y the material from the container so that providing that the Customer request the discontinuance o tie date of shall remove improperly prepared collect the material a the Customer's The Franchised Hauler shall keep a record of such the Franchised Hauler may discontinuance. next recycling collection day. It is the responsibility of the, Customer temporary discontinuences. separate solid waste for recycling and keep distinct from revetrt newspapers, MOTe corrugated cardboard and other lightweight materials from being the ontai The Customs edhbl{ the Cityeof Tigard gip the e a of eor Customers should prepare materials so as to p % container than approv by the charge f blown away, brought into weight compliance, the Customer shall pay g• that temporarily discontinue waste collection the call knack service if the Customer hust mer's next regutarlarl}yl be same period. rite scehedulepickedd Ce will not receiustomers ve recycling service for discontinue rep on any day other than Bern collection day. i n fiat lid i 11 i These customer These customer responsibilities exist for commercial waste collection responsibilities exist for residential solid waste for services. recycling collection services. 1 fps; Customers shall pay the fee established by the MY of Tigard except all used receive b motor back oil a containers ~Containo a for such "extras" to the Franchised Hauler too ollef collecti onal arethe where Cus they obstruct the sidewalk. on as any recycling The C containers Customer shall 1 sh~ntouatld nata not • Ue placed in an containers of a Customer's solid waste set at the p uat°m$r ~ a~us~ tourer should move empf'led "extras" beyond t }e® us m is d Hauler flf sthe ervice Within 24 hours collection, service Hauler in which no extras are to be collected. conta stole iners~from the e Cs shall to the Customer's yard area. Los lace the solid waste concourse 60 as to be stolen rec~Jpp containers shall replaced by the Franchised haul 2 JJQUm The Customer shall p with City a approved reusable recy cycling containers after charge g the shall indicate to t available at all times for collection. the Customer the established replacement f of the Fran chisel Hauler, Franchised Hauler remain the property are to be left at the residence when a Customer moves. ti 1:1 li%jll #n0f the C to is The manageT OT Owner TO er station Of s responsible far the p p Nag I omplax and i ro enanin for the p pereducatidiatr:bute cuto g88tdenlialunit ate the poi nt of collota any na. ihty of the a the solid waste for recycling and ulti-family Customers shall design use of the service. It is the TWO Commercial the Franchised Ilaules upon Promotional materials to ev ery m laced for 3• ro er placement Of the cling p cling p until the lima occurs by veh icles racy waste for racy ustol up Franc ised hauler and n0~® tall that no assure blockage pan All solid Franchised of the to the ` A securely C d in s, by the e on change of location. on and asau sha need safely the responsibility should be p nor to being c°lleahall be for recycling placed container for collection and solid was ¢hafl be collected waste blowing away p All or other coma' ht materials from of collection, container to rovided prevent lightweig Collection hauler p dumped into the Collection vehicle, lace more weight in the Bill solid waste shall not p If the overweight Franchised riauler; The C fustomer eet shoall make available for collection The Customer of Tigard custom Franchised 4.E;h the Ct with' ty 1n 10 f the agreed un by fiance, the Customer shall pay EIAU"'SS~11 cling collection or coved by weight comp requests that the 7• at curbside, utually cling container than e Custome+'s recy a ht into lace the ce if the Custom the Customer's next container(s), or at a ertherwheret tin is brought ice at ay other than g the charge for call back se n auler an $ indoors, the Customer is reQuiTed to ieKed up c any d e system stomer has individua F~as c rbsid® material be p storage Whero a cu ailsu be designated Private regularly scheduled collection day. material 0' the Customer whatever . waste for multiple points the "curbside" shall include hauler in the in such case, used by the Frenchraed cling in commercial solid recycling- s are normally . responsibilities exist streets or alloy for the customer. Solid waste ht materials These customer htweig Dint of collection revert fig recycling collection services- lamed in an area collection of solid waate nd seta Gump p not be p should be placed safely ed into the collection vehicle. T;;a Customer shall receive back at the p away pT10r to being prepare all solid ng container s. Containers should from blowing Customer shall prope9l • The Customer 1 racy Within 24 hours of collection, t e City of Tigard- any Curbside. host Or The Custoby the let so that ere they obstruct the sidewalk. containers Crum the B. as required the caoln al the next l for recycling materie l from wh laced by the Franchised Hauler te was a mate ustomer should move emptied the Customer ro erly prepared collect tb onslbility of the Cstolen recycling containersshallnt rep rovided by the shall remove imp Hauler MO) It is the resp roved recycling containers after charging the cling Franchised collection day. distinct from wi app lacer.?snt fee. Containers chised Customet'a Tecy cling and keep rev th City erty of the Franc H Customer mate .18 so as' to p the ent established Tep when a customer to separate solid waste for ey ht material" commercial establishment of material to be should prepare ht:+eig, Franchised hauler remain the as to the type - Customers aye to be left at the including an indication of garbage corrugated cardboard and °to ltg ro er tourer shall conform .net, or newspapers, If a customer is notified that a container er moves. The Cus labeled contat 6'~ from being blown away. if by the Franchised Iiaule efo acallected in each clearly ciablea has been rejected sytnbol~rd Al contents Of l ;o be placed in the container afar the racy TeGy ustomer aheuld either correct th the mater "chasing arrows c rec clablea oT tram if s customer clable or the the Franchised hauler when preparation, roperly preparing a Y solid container, ro erly nol "racy problem by transfer the p waste T,_ n~ CY: The Customer shall cy l n shall be collected each imp p 2 P the recyclable" contains tin hiaed hauler container, Cho Franchised waste for racy g container size. y assts a ' waste do so by the container of solid apecificall ie files into a request, ated to or at.a frequency needed to accommodate ulti-family red recY but is not 11g shall place the solid waste container so as to bl preps is a m Hauler may comply with the 3• IQUq; The Customer out for collection a ese regulations. the customer shall have and 5:00 p•m" available at all ~me~f0r collection- If othe urs C of 7usto:m00er a.m. writing to waste collection commercialcus Cling between the1► be requested in service. solid waste SOT racy traffic streets mayto 6 a.m. th onaibilitiea exist for drop boy The customer on heavy riot all solid These customer reap clables out for collection p for ic mer kup are have all racy make mity of Tigard so long ` The Custo 'mated by the City 4. waW for Tecycling as design waste materials are properly prepared. 1 boxes PI ~12:00 noon collection of drop service is required, The customer shall request C day collection and when same day additional charge hours to a may be generated if such dd ca requires of 6:00 sauce same boxes shall be between the an additional charge Y stating hours' Sue ditiona c tion of drop within a commercial or hours' City 1. Iluv~ if the drop box m is ar lshallocated place the solid waste franchisee to exceed normal op so ion any inciustriai vai lid waste for prove a.m, and 5:00 P.m-- then the Custo The customer shall be in accordance with a ras tout for cd by ollect the as the materials zone, Imes 12:00 noon to assure The Customer may container so as to be aof ~ at boxes priot for to collection' aired, an 4. A • ated by the city of Tigard to long shall request collection service is Teq recycling as design lax with if such service requires franchises are properly prepared. same day collection and when same day shall in • The manager or owner of a mulTe air tYen of comp the solid hours. eneratedS uch additional charge additional charge may be generated 5. • p p stating of Tigard box service is responsible for the proper owner the of a City multi- drop cling and for the proper education of tenants ill use o to exceed normal oCto nager or approved by fami y complex with accordance with a waste for racy box collection ox service Tatjon of the Solid the service. laced for drop the lima of ro er praPa 2. MldtLlu The trial for the p P All solid waste for recycling P antsl drop b is rasp responsibility of the Customer up b ecyc ea elusively by waste. The Customer shall m shall be the laced in a T ~~®~Franchiaed eke payment at t cost he otimef odisposal ° if 6• collection' All solid waste for r collect EaY-M a ment by the customer provided drop box shall be anchised ection Hauler, and estimated verp Y 3 that udes cost of coll An oection ant at the time of toll clable Hauler. requested by the access by the Th®Cu~tom~r shall make payment cost of racy shall be returned to the customer. credit with the The Customer shall assure ready that includes cost of collection and est er tha custom or shall be r. Such point of collection location 7.& from non-cuatojners derit tOby rs lacking on establishment of processing n 4 contain' collection vehicle to any Franchised Hauler. An overpay, shall be identified to the franchised hauler up collection returned to the customer. access by the service. tomshall request drop box for waste The Customer shall asap®fl rebel, be defined by The Cuser except an container. wady m the Franchised Hauler. The Customer shall have a on ant of service' 6' T s from time of delivery, cehised 8. collection on vahi apd Such point of collection location shall be idantifiie service fro box for 48 hour or on Fra the City of g on establishm time use of the drop b0^ is delivered on a Friday the required qasst drop box for waste for e recycling ees to Pay of Tigard to the franchised ljauler upon weekends where a drop The Customer 897 roved city Customer shall hav a one 9• Tj~; The Customer shall ra on ilnuler notified holidays. service from the b'Taboxj foe 4fl hours from time of deli el Franchised cost for additional time over 48 hours at the apP a of the drop vered on a Friday or On except rate. time us box is deb ees to psy Qle required a drop . a. Customer af9T Haul or d ox solid waste for recycling weekends where d holidays. The roved City of Tigard responsibilities ~.,,,A cost for additional time over 48 hours at the These customer opportunity to recycle rate. material the Customer collection service. the City of Tigard at For improperly Prepared Dint of with drop collection of the 1. std' All customers shall l si a d the by P10, the Franchised ${aulerkae to correct The if present box service to the level d~ shall be notified by resent the rate he City of Tigard preparation and the Ing the proper preparation approved by t barrangements era made available for collection improper lion of correct►ng pay the Franchi Hauler a 2. Day; The Customer will have the unless drop prior shall have the op charge if unable to collect at time of collection. Tile C a Customs r shall return p ~ service Monday through Friday iesent, the Franchise Hauler a for standby time or problem and If the customer is not p re station is not a City apPTOYed notice describing the l Collection the Franchised Hauler. mmercial or !in Charge for P of drop boxes shall located within a co ura of 6:0 weaste shall comp mei's front door, if the imp p cling canes, the the 3. . if the drop box is located l lace the solid a recy and 5:00 p•m 31 leave on the Custo trial t all discovered until the materials are delivers zone, then the Cust times for collection. Indus container so as to be available a ti ills Custome 2. The Franchised Hauler shall not intentionallOun vide solid time , 14 an additional handling charge equal to the ti waste or recycling collection service to customs another r 1 pay distance and disposal cost of the load. Franchise Area within the City of Tigard except by arrangement with another Franchised Hauler. infectious solid waste collection 3. DWI= The Franchised Hauler may bill for services 3 months in Hauler shall residential customers. If These customer responsibilities exist for advance for residential and nuiti-famity service. refund a prorated portion of the payment for any months in which service is not The Customer shall package all infectious solid waste in billed in advance, the Franchised 1. provided. shall be approved well taped containers and assure securely properohandling tAny leaking containers d. Bloc ins: To the greatest extent practicable, the Franchised Hauler shall be repackaged b by the Customer. shall avoid stopping of collection vehicles so as to block the passage o The Customer shall identify to the Franchised other vehicles and pedestrians on public streets and sidewalks. Z ' Haulers shall respond to all calla within 96 to Hauler the location for the collection of infectious solid waste. Such 6. Rnllchours of receiving Franchised said call call unless slater pickup is agreeable to the location shall be secure from public access but maintain accessibility Franchised Hauler. In the event that such collection n points customer. locked, a procedure shall be arranged with the Franchised Hauler in 6 O~E~: A Franchised Hauler may periodically :hangs a Customer's designated collection day provided a written notice is given to a order to expedite collection. The Customer shall be readily available time of collection in order to sign all pertinent shipping Customer indicating the intent to change the Customedo designated required for infectious solid waste transportation and disposal. 3 off}; The Customer collection day and informing the Customer of the new collection day. shall maintain separation of infectious waste from other solid waste and solid waste for recycling. The g, City Fa iiitie~: The Franchised Hauler shall collect and dispose o solid waste in any solid waste solid waste from all city facilities at no cost to the city. Customer shall not place any infectious solid for infectious a Mean= The Franchised Hauler shall make every reasonable effort or recycling container other than containers approved solid waste. to pick up all material blown, littered, broken, or leaked during the . 4 ~m Weekly scheduled Customers not requiring collection fora course of collection Hauler shall respond promptly to aff bha{1 be specific- week shall call prior to the scheduled collection day to avoid 9 ~izl~~: The Franchised any drive-in fee. Customer calls and complaints. Both office and on-row d information knowledgeable and courteous in answering 5. ht: The Customer shall not load any container so as to exceed 0) pounds in weight. requests and resolving Customer complaints regarding solid waste an iffy (6 fifty recycling collection service. g Will ,nll; Will call customers shall provide a 48 hour notification prior to ~~a Containers made available by the Franchised Hauler to to collection. collection service Customers shall be designed for safe handling. They shall be non-absorbent, vector-resistant, durable, easily cleanable, and which where appropriate , provided with lids or covers cs,n boreadily • ~ d removed or opened. ~U~~~tcs®~si~g~a~a~s il. •°vers: All open-body collection from collection areas, pt dun g t e T e S • ice shall be used while in transit There se responsibilities exist for each of the transportation of bulky wastes. collection service categories. L Ann tA Eantr The Franchised Hauler shall file an annual .report for the year ending the previous Dec. 31 on or before March 1. RON= wed by the low IMM11 A ers Mill collection vehicles and contain isi}laying the %MM identified by roininently and prom. lied solid waste 22. All Franch~aed Hauler snamebe nd telephone number A Hauler Franchised Haule~'e constructed the Frnn hired Hauler if in the course conspicuously. 12. I?nIDng stonier and Franchise to containers shall be repinced by e damage' collection vehicles shall be greatest ufficient render The All solid Waste manner to seduce to of solid waste. 23. sifting or escaPing of maintained in a of collection the Franchised rI thersa e storage or container damage and leaking, blowing, the container anus responsible f lnt practicable dropping, Franchised Hauler-,, hall not be exte clables. revent the caused by weathers criminal activity,a*60 service Solid wastes and racy from the vehicle provide solid waste Franchised Hauler shall Po de solid Act. All vehicles shall be maintained so as p 13. The 24. draulic fluid or lubricants statileakingonary or in transit. with all applicable federal, vehicle's fuel, by ublic streets Oile to reports of in compliance with the Federal Americana with a rivets prop®-ty and p romptlY Franchised Haulers shall comply to driving and onto p and P laint of missed 14. Dtiig' a Franclocal laws and regulations relating The Franchised hauler shall rep ling. A comp state an.. ui ment must be maintained and statutes e Customer or the to the the Franchised Hauler from th ortation. All collection eq P , ordinances 25• hours local and state r missedroc ion of vedby lid waste acne he material within 24 the trans p compliance with all lations elated collection colle g operated in compliance with raga city shall be remediedbys and non-collection holidayof and regulations including ublic. Saturdays, Sunday tied containers in (excluding s report. This 24-hour deadhnlattea ornmproper safety of the collection crew and the p Cnston►ers Of City' where the missed lction has occurred due •vit which pt1eq; The Franchise ou a lunnecessari y °bst impede u h edestriank~ or 16. P the Customer. auto y a location where the ublic thoroughfare or set-out by age in he ease and driveway, or any P Franchised Haulers shall not engage ollectiork vehicular traffic. 26. 1141 usually loud Sound which dieto he comfort, causes excessive or un urea or end 16. angers an in erson. ed days of any neighborhood or which The Franchised Hauler s e~ l~.inances, and schedul quiet Fiau~" vehicles, containers, facslities, p ersonnrequired service levels. use, health, peace, or safety o any office hours oPen to to meet city rep gaolers Shall maintain contact for collection in each sea of a Franchised personal visit or telephone of the 21. 9IftM persons for point of collection as peat Lion of th customers and other starting no later than $:30 8-m- nor -ondl is • Franchised Haulers shall collect occasional containers 17. W TAW on authors s Franchised Haulers shall have Customers solid waste set at Clio P the City of Tigard for with a minimum of ? hours holiday • tin the Customer's subscribedthe fee established by ' before 4:00 P.m. excluding erriCelmachine available for accep g customer, and shall charge ons not office staff or r hone calls answeri an sd -omplaints at all times. Phone tines such " yble to extras . Franchised Hauler is resep ns provided customer telep hone lines. of Tigard pate in City cling ug; The cling s ded must be dedicated business p antici and racy 18.Iarlsef~- separated materials for rear lid waste 28 The Franchised Hauler steal P roznation progra l interfere in sour of e the of Oregon fair market value exemption efforts so Pro' for by Prov.i"°~ romotion and educaf:ublm education and a fee equal to 3% of directed P provide a p and notification to rules. pay to the city activities as well as ation in recycling service at least Particip and terms of recycling unrte,ly payments: that encourages itY 19. Fg~ The Franchise Hauler, shall empty a solid customers of the opPortun the grass receipts of the franchise basic'. on•q l emP of Tigard 20~iszar ~ The Franchised cins ha.e dous°and/or toxic wastes. The Franchised Haulers shall charge only the City 29. Bt., established per year- Year• rate for each require Hauler shall leave a notice on the container that describes waste container that on Christmas aY level of acs coHare service. must not hanging Franchised Franchised Access to solid wa under law the problem. 30. ass behind a vehicle within 100 feet of see through doors or fences and be . ter shall be n er coStatellections holidays for no collection provided 21. 11dWW~' designate ° in writing. d iting. make-up Custom days ers shall be Fiatructi d Hauler to pass shall occur obstructions, P the location. Ilnulers 'nay been notified the street or curb in a visible Custom er has days all . inforn etdh8 Same We k as the holiday and may include Saturday di-= - g • , ••~-'""Y collection remises, Franchised Hauler shall make all comp the franchise These hauler responsibilities exist for reaidentaal so lid waste 31. R~d reauthorized by the service. through Friday facilities, equipment and records which are e relate to all vehicles will be Monday *ndividuala specifically 1. Collection service by solid aZ available for inspection by y Weeks. City of Tigard within 24 hours of receipt of a written notice. Recur g except during Holiday weekly or on intained by the-Franchised 1;ad, tae miaintenanlce schedules Solid Waste collection shall be ° t week for a given ar aye to w ma . cauli on the same waste disposed, recyclablanVerl infactions, personnel training and 2 driver accident reports, and consistently occur day s complaint logs. for Customer. customer comp hich the A Franchised Hauler shall provide information aupon The Franchised Hauler shall make available, 3 " Waste co its collection service for wnchise hold Hazardous waste all Fecoldlection and 32 =tlof~-, nl levels of Solid d Fra request to all Customers HouBe~10 reatrictjona an HazardeP 1, as s City of Tigard sets rates to every person in and optiana available for e of disposal. The Fr a0 ,,allot ons applicable to comply the with Hauler shall collection and disposal Territory- County and Metro raga 33 The Franchised Hauler shall resource recover or disPos Franchised Hauler shall have of hazardous wastes. solid waste through wastes at sites approved by the city. s and disposal sites used. orted 4. ~LQIU'1f: Franchised Haulers shall not e+barhooda except between available a list of recycling market s shall be supp the atreeta in predominately City of Tigard sponsored clean-up er conditions 34.cial ractjcable. tlse hours of 6:00 a.m. and 7:00 p n► • when weath. b, the Franchised haulers to the fullest extent p b. Franchised liaulera d 1 Y any collections aches u led collection, make driving or collection hazardous excluding Sunday shal ins: The Franchised 13au1801 d waste and recycling for collection, days until the first day, o longer exist if I be responsible 35. IN public contact. The oPe on these hazardous e safety collection crews before initiating having P that hazardous conditions n collection will and office staff prior to the employee non•collection holidays, accep training shall include but is not limited the pub► c c,,b Courteou these conditions exist meek g Qf regular collection ~»eCt °n day ys, of table standards of letenesg of information. Al not occur until the next arbage can practices, accep and comp stonier or inquiring person shalt be b The Franchised hauler shall not remove a customer service, and accuracy ound or "sunken" location. information conveyed r<rice a cu standards. fifrom an m-gr consistent with City outer may terminate service ,and • The Franchised Hauler is not required to collect set that tiQD: A Franchised H regular billing Z. L~l& collection that 'week 6. provided service after a .1. notice week residential can" that have mQ s wa ting d ll be late ae ;tu of 3 which the C y firstmegulas billing. after the designated time. customer has not paid for after a 7 day written notice from ieT date of than 15 days may request a call back service at the rate approved by shall be sent not less Force of Nature, calls received by Tigard. Unless prevented by and by noon of s~tis~; Customers may request collection of solid waste is 3?., public street at the basic 1:00 p.m. by office staff must be returned the same day Franchised usiness day if received Haulers shall not alter 100 p.m. $ thin one hundred the O City t of a c flower beds, go through ills following b solid waste as location collection rate established by stets cross flu r • The franchised Hauler shall leave an overweight problem and doors or g backyards, pass under any 38 M&W pass through any enter any l feet or or recycling container with, a notice describing hedges, cross open lawns' that the Customr place the material in move than one overhangs which limit ground clearance to lea" than nine lgeir F e ace themselves in a situation while would identifiedhto the requesting Atha ranchised Hauler shall documentsuch lghee by The container. The charge the call back rat on any Pl Ant of collection Franchised Hauler may irked up and safety. Such p • he Cu hauler upon eatablishmen®a of service. service. Diatancea in axes"" o 0 stomer requests that the material edut d collection day. a dista~►ca char a as established city other than the Customer s next regularly of any hundred (140) feet shall be Facilities for storage, maintenance and parking with all applicable zoning by the City. 3Q. ~m shall comply vehicles or other equipment ordinances. i 9. ymiima Franchised haulers shall allow residential customers 4. Disposal f L o recyclables is prohibited ex with prior to discontinue solid waste collection service while that customer is on approval by the City of Tigard. Upon rejection by the mar the City vacation. The Franchised Hauler shall be notified of the accepts any market rejection slip as prior approval for et, disposal of discontinuance due to vacations no later than noon on the business rejected material. Placement of properly prepared recyclables which day, excluding weekends, prior to the date of discontinuance. The have been set out for recycling, into any Solid Waste container, Franchised hauler shall maintain a record of discontinuances and including the Solid Waste compartment of a collection vehicle is credit the customers account for that period of time collection service prohibited. is discontinued. The Franchised hauler shall only allow four credit periods of any length in a one year period before the Franchised 6. F-reQue ~ Recyclable Materials shall be collected each week on the hauler shall charge an account restart fee to reinstate service. same day as solid waste collection for any given residential customer. 10. {Veielits: The Franchised Haulers shall not empty residential 6• ~s: Collection of solid waste for recycling shall not; be collected containers that meet or exceed the following gross loaded weights per before 6:00 a.m. nor after 7:00 p.m. unless approved by the City of container: Tigard for special circumstances. 7. lee and Snow: Franchised Haulers may, when weather conditions 20 gallon can - 40 pounds make driving or collection hazardous, delay any collections scheduled 32 gallon can - 60 pounds on these hazardous days until the first day, excluding Sundays and 35 gallon cart - 60 pounds non-collection holidays, that hazardous conditions no longer exist. If 60 gallon cart -120 pounds these conditions exist more than three collection days, collection will 90 gallon cart -180 pounds not occur until the next week's regular collection day. 8. i.a a - o s• The Franchised Hauler is not required to collect for that week residential solid waste for recycling bins that have been Residential Solid Waste for ate y~U Collection service determined to be late set-outs after the designated time. These hauler responsibilities exist for residential solid waste for recycling 9. Marketx The Franchised Hauler shall be owner of all recyclable collection service. material collected. The Franchised Hauler shall ensure that all 1. Containers: The Franchised Hauler s'nall leave at the point of collected recyclables are delivered to a processor or broker of collection any recycling containers and covers except used motor oil recyclable materials or to an end-use market. containers. Lost or stolen recycling containers shall be replaced by the 10. Materials The Franchised Hauler shall pick up all properly prepared Franchised Hauler with City approved reusable recycling containers solid waste for recycling as designated by the City of Tigard. after charging the established replacement fee. 11. dip; All recyclable materials placed for residential curbside 2. - . s •n]ers All solid waste customers shall be offered the opportunity collection shall be the responsibility of the Customer up until the time to recycle to the level designated by the City of Tigard. Weekly waste of collection. No other person shall take or remove any solid waste for customers shall be offered a recycling bin and weekly recycling. recycling placed out for collection on the designated collection day for On-call customers shall be offered a bin and recycling on the some day the Franchise Hauler. as waste collection in a volume comparable to the weekly customer. 12. Point of troll .c .ion• Collection of solid waste for recycling shall be Recycling only customers shall be offered a bin and be provided weekly made at the curbside. recycling afy the rate established by the City of Tigard. 3 13. Proper Pr ar ..ion• The Franchised Hauler shall collect any properly Day; Collection of solid waste for recycling service by all vehicles will prepared material that is visible and accessible. For improperly be Monday through Friday except during Holiday Weeks. prepared material, the Franchised Hauler shall complete a City approved notice describing the problem and leave it in the Customer's container or securely attached to the container or Customer's front D®~®~. door. The Franchised Hauler shall document such action. aiietipV•ad ston1e~ 'he l~jv8 deslg^n waste comet foray cycling r , AU solid ,Haste throw Friday. V2. to set out solid Manday d may no less than opp rt ~ city a{Tigard. will be Hauler as Clee Hilt capiea n ion rates to by naorvicebysIlve" ce by all through the Fraft&ged shall sub articipat Co ice is available with prior haulers cled and P sutcharg®• roWWRed except ection t of Hiateri6l agent. 3' DAY; rday sasohend clablss is F niarkst Tel nch amo iseud h 4. f the led g a{tiros from charged a is any placement of anuunlly o design" collection 0961 of re d. 8 City a~eF it and or its {ar the o a request and be DSP City led maw recycling the city of Tig Provide . 96 bouts vehicle. 4. lt~OOL, the of Ti6 of an set oast for [1au1exs shall F within collection other aFPrOVaI by royal for disposal ha a rohibitd Franchised lij.0 are,,, solid weals facility riot aFP clables which hicle is F recycling 16. in the Stabs Placed' the tires at any slip as F YePared reCY nient of 6 colloctg%~ velusivsly for used gray residence of properly P , compart is being frequently s a fee. Tires may ycles the ttrea• recclables the Solid Vasty vehicle cliarg lead [Iaulex shW}~ich reuses dispose or rec has into collection 'c the any as The Francli'xovad facility d hauler shall not custom yer unless the shall be collect ea an aFF a anchise in wbich the collection. for recycling _ cling Th on weeks solid waste insr srze. for racy et Fr . mmodate corals. solid neighborhoods 16. lay out for collewca's°te callection service G' acco may collect any -el sd as needed to ulera m . temporarily toppe service. ~ Franchised lie redomin6teAY cam 11 waste collection h the streets in p the material collected 1 commercial h Friday. 6 own ~aLs tecYeling. exist for Monday throng End may Lhtoug Bhall d mate for responsibilities ides w.11 be uler any time. l{auler collect clable hauler all veh' the Franc e 14on ssd l[a The Franchised that 611 collectedt &,a or These ice by thro" gh th orting and lostkoting Collection eery vailahle through the 7 while tranaP hauler shall ensure recyclable is a rcharPe solid waste ced broker of 1. DO; o.arvice time. The Franck ia PrOCesaor or ail lid vras~ for dawee ma Saturday kend su a ri chatg mev , collect nnY hborhooda at any delivered to so long as the mate 2. U~ [[autevs weather conditions market. in redoni Hauler shall dick so up collections ala Franchised inate l y cam►ntcial Haig 'when scheduled end-use 'The Franchised Cily of Tiger • s streets Fran haze F llaulousmaydelay eanyxcludSunday sled by the llect recYetables ox chisel rd S. ing and epared. shall not co t n Cirst day, no longer exist- recycling es design e collectio until the driving s conditions with are Properly PT hauler make s day to, - ste doss The Franchised itY residenguler non - anokhe The manag nt"Cycl ehall notify w niTheulti•famFranclriaea h th oil these ction biaYs+ athazardous of a multi-Sami~olid assure collection er ox owner that the 9. place copy Fated in ' e for to time 4. onsible to toperly , notice of the Froblem. lac d until the time written cl ing F a Franchised merelvil is rasporiels. the Franchised haulers Such been P manager with a waste for Wr11er tip v or recy in hazard°us mat service, container. X11 9alid of the Cus vehicle to any hauler ansibility cling Placed in by 016 not contra U. containerized to the franchised to. ha111ze the reswaate for recy exelusive Y the collection A11 solid colleet~ad raFiired solid eady waste 5 access by shall be identified Collection insr shall be roF®rly F e deaign6ted shallhave r location o{ collecti°ro~ided coma ore, any F ilectian on hauler. of collection o{service- t commercial ounds Per lieulsr F Furtberm point of co ra hised point blisbment of emF y 200 P hauler. at the P b the F thin 10 the upon est6 haulers shall not or exceed Franchised laced out lion for recycling P collected excluaivelym9 e a a~ ~ Q er location The Sranchi$e maneuvered man ent• day shall be shall be where 6•t not be eafbyaPF ruts eQuipin collection Collection Har(e)s ° insr. top waste contras customer- ii me6sured k for recycling mar's solid hauler and sterags collect d ns waste a cuato the Franehised collectioi► or yar ercial solid 11' {eel of t}i a~aed an by for recycling aired to go indoors c° ptitti of inutuel•Y mega solid wa Kaulet is not m~ hauler rasponsibilities exist for comin the P sa point d to the CustO nchiasd These shall leave Such at container that is to indoors, the Fra service- Franchised ilauler covets. cling collection The inets a waste for veeY naly. 1. clq recycling cont a of solid c for collection. ollectioae~tiCied as to the fo ha {idly container ' . _ _la,aa into such Ij1 11111 1'1 11,11111111 gown shall have y access by 11111111111111111 1, NINE 111lilil 4 6. '>L The Franchised hauler a aof colectionR location container. Such Point establishment of can the collection vehicle ~ to any franchised haul®r upon to for recycling. y,]here a customerst atohavee u be de shall be identified to the so lid ce. rovide temporary drop box service at multiple points, the Customer ma hours Of In such case, "curbside" shall include whatever servi ®ranch'ssed Hauler l shall p customers within recycling Pickup- used by the Franchised Hauler 7.~ x for 48 hours or alleys are normally r. 'ce to residential or commercia 96 delivered on 3 use of dr( private streets sera x de} in the collection of solid waste for the customs J collect any Properly request. The customers except for weekends forha drop ; The Franchised Hauler sh} reposematerial from time of delivery, sox that 12. pioA clingFor improper ty approved notice a Friday. prepared solid waste for recy ' lets a . Federal, in the Customers container or MWbk The Franchised Hauler shall not collect any rep the 'Franchised ' in or Customer's front door. 1 makes the total weigh Of collection vehicle excee any problem rand shall leave ~p descnb $ the container al load securely attached to state or local leg Franchised hauler shall document such action* of Tigard or its box solid ws~ste for recycling copies not less than 13. R,P Fran achised Haulers shall submit nt of material recycled to the City of ran These hauler responsibilities exist for drop annually collection service, otilunity to set out designated agent, 1. Q>~m All customers shall be offered the opp drop sax service to thoolevel of ~gard~~ated roved by the city T! box waste collection service. solid waste for recycling with Friday. onsibilities exist for drop through Friday- by the City of Tigard at the rate app tb tough Those hauler rasp alt vehicles will be Monday andmay Collection service by all vehicles will be Monday Collection service by hied the Franchised Hauler 2 1. 12tty, Saturday service is available through the Francd Hauler an may Saturday service is available S rohiblted be charged a weekend surcharge. cecyclables is p be charged a weekend surcharge. Disposal of properly prepared Lrd The City accepts any is to be between within h a commercial or 3. d al , roval by the City of T'g Deal of harejected Collection of drop boxes shall 2. 11 m.. If the drop box s place the solid waste except with prior app rior approval for disP a.m. and 5:00 P. market rejection slip as ere repared recyclab}es which ~~e been Customer shall comportment of acollection industrial zone, then the or boxes prior to 12:00 noon to assure material. Placement n the So► d }Waste last so as to be available at bli times f collection- The c amen set out for recycling vehicl`a is berg used collection container shall request collection of drop service is raga prohibited unless collection and when same day wires shall be franchisee in vehicle is same day the exclusively for recycling collection. the hours of 6:00 a may be generated if such service req a additional chargrating hours. Such additional charg boxes shall be between to exceed normal P the City of Tigard. 4~; Collection of drop l place the solid waste accordance with a rats approv when by conditions and 6lle Collection if the drop box is located within a commercial or en weather a.m. a then the Custom any collections scheduled industrial zone, d container ea as to be available at all times for collection. The rn tamer make y~, Franchised Haulers d ay, 3. hazardous, in Sunday o boxes prior 12:0 noon to assure driving or collection exclu g s until the first day, longer exist. holidays, that hazardous conditions no shall request collection of generated when if same such day service rservicee•qis requ non-collection znrdous day clables same day collection and wires franchisee 4. additional charge may he erating hours. Such additional charge shall fi The Fr not co collection in anch mu isedlti -family Houle Yes aential unitscthat have not exceed normal op the city Tigard. 0 1* e br prepared. The Franchised accordance with a rate approved by Hauler shalt notify the Franchised hauler shall own the statists for material collected pl recycling. for been nce proPY ad m ~ manager with a written notice of the problem- re west payment from either 6. MU The and marketing collect r®cYclables are while transporting Hauler credit with the Franac~~deeatimated ocesaor or broker of rt 911 tole mate n-t-' The Franchised hauler may q 5. nvne omera lacking The franchise d Hauler shall ensure that all co e collection at the time of colle 1 a or to an customers ar f collec tion that includes cost of delivered to a pr ve ayment by the customer shall be returned to end-use market. cast of disposal. An a ~ the customer. . t QFa f`nll tifll~.s~'e- e Franchised Hauler shall pick up all solid waste for the materials Theca hauler responsibilities exist for infectious medical waste collection recycling as designated by the City of Tigard so long as service. s c are properly prepared. 1 The Franchised Hauler shall maintain a clean and saiitthe vehicle that includes at least a weekly cleaning and ~jar'tizing. 7 pia The Franchised am lp p88,dential unite that have not placed ouperrly collection in mu shall notify the sent of a spill in a collection v ursleefttheYtth® ispillh ~cons cleaned been prope ►a!l be prepared. The Franchised Hauler o manager with a written notice of the problem. sanitized no later than box collection maintained of all such action- S. otrtation of infectious solid Qwnagblp; All solid waste for recycling placed for ant 1 the time of 2. t; Vehicles used for the transp sills of the Customer up , ton all infectious shall be the responsibility laced in a Franchised Hauler waste shall beoutfitted with The Far Chia d vice that will cO carry ~ any collection. All solid waste for recycling P b the Franchised within the vehicle. provided drop box shall be collected exclusively Y solid waste collection a d neaa de rat mination kit U) insure that any provehauler. spill can be containe throe Friday. credit with the Collection service by all vehicles will be A'londay The Franchised Hauler may request payment a the time of 3' service is 9. I'll" Saturday the lacking e anackingd estimated cos be of recyclable processing. An P available through the Franchised Hauler and may collection from non-customers and of collection be charged a weekend surcharge. Franchised Hauler that includes cos h ment customer shall ver a may collect any infectious solid waste returned to the customer. access by 4. IlDura: Franchised Haulers the streets at any time. . Sundays conditions 10. The Franchised Iiauler shall have ready se and Franchised Haulers may, w collections scheduled the collection vehicle to any container. Such point of collection location or collection hazardous, delay a heen eluding weather ays and anchised hauler upon establishment o on these hazardous days until the first day, shall be identified to the fr make driving service. rePared material the Franchised non-collection holidays, that hazardous conditions no long pYQt~t-~ er exist For imprly P oint of collection of the Franchised Hauler 11. R~` operon at the p Foa containerized service, all notify preparation the and the in per! 6• the collection vehicle to any container and all have ready access by remises or obtaining access to locked or improper Hauler s' sh involve entering p St action hl i have t the opt ion of I correcting tile is present, the customer chised Hauler shall charges y which secured may areas. Such point of collect'iof en improper preparation. The Fran If the mediately. the franchised hauler upon establishment ro tEate customer is net present, t hall be identified to time or a return chargeh anchiseeHacollect im uler shall comp ate a ell's 1• ;igt1a The Franchised Hauler shalld ~aintai addition shall display to ; the problem and leave on the Custom Department of Transportation placard an visible on eacl~~ such action. if the improper preparation is n fee to prop side and approved notice describing approved blo-hazardous wastinsignia lea valid waste. ark front door. The Franchised or digcoshall veredocuntil hathe ndling fee to properly r of the vehicle while carrying vehicle crew solid waste delivered to a recycling center, an additional rase dispose of the material shall be the responsibility othe customer. $ Tndamg; The Franchised Hauler shall provide ies at least annually members with appropriate training in handling 12. Iigs~tsis: The Franchised Hauler shall submit TOl and or its designated and offer crew members appropriate vaccinations. ally empty infectious pohall not manul of amount of material recycled to the City 9. ~8~ The Franchise exdc Hauler agent. ' drag box waste containers that 50 13. Tirana: The Franehised hauler shall provide temporary for lid waste service to residential of reqt The customer has a one im ends recycling within 96 hours ques except for week of the drop box for 48 hours from time of delivery, for a drop 'Upx.delivered on a Friday. ®r G~~ CIices. with compactors with 1 all collection services. exist for 11 F~ anehised These resP°nsihilities small Permit i with t Th he mento. e City ! went comp Y require safety all 1. that ticablehealth and confidentiality of a ssure the tined to the extent editio ns suc ll shali be mainta equipment and meet The aPPCity sha a financial records w collection is ltauler public Records La solid waste ,,rces. Franco' by Oregon ll assure that material rasa allowed Y The City she a energy ono a financially gtablei conser`~ 3, Colo such a way as to aintenance conducted shall insure mosal service• to the Franchised The city callectian and d'sP 4. ~~olid waste reasonable notice for reliable s shall give d services' atrial Placed out aire The City in the teg that m mittee. and 5. it s °n changes sha l assure let or city Pe, able, ~R% nagtottCity he Franc his8 au are just, fair, reams the public. s 6. ra that required ` collection service levels economically The City shall insure the necessary for technalogitally and 'i ad `at to provi de shall Prov'd e Haulers. Ping service gto reduce m.; The City the Pranch'sed g, by inata~° nose solid fess~ble racycling The city shall 011 ion to Provide air Pollution any person g, l~uttraffic, street wear: not allow trucu The Ci ty sha City ll storage, franchi$e accumulation, waste. without a the safe of solid 10. wasces insure urce recovery aisle stare, The City tion`d. osal, or rasaarson to accum tin solid roasts excep slp li. transports allow any recover collect" The City shall not r resource ose, 12. W art, disP Oregon Law des and collect, tranaP co with city com4lianCe L ,RAFT OF dUFAS EaR I'FRFORMAMC A _RVdCF_ STAMIM_= cn1Cd dsnv+i ;eaar tS+f C➢"[LRIL/lLLBC/ILtfs~ t°ic., v+iiaai °w.. ref • _ .~1.. _ ~ ..-i1;✓.. This memo lists initial ideas for measuring and evaluating the performance of the franchisees. The purpose is to develop standards by which the franchisee may be awarded additional points towed an increased rate of return. The goal is to provide an incentive for the service provider to meet or exceed City objectives for good operational management and recycling and waste management policies. the primary objectives are to: L Operate efficiendy 2. Provide quality customer service 3 Maxanrize collection of recyclables QPEMA77ON EFFICIEIl~CIES • Number of collection stops per day • Number of minutes per stop • Driver labor hours by class of customer i Number of vehicular accidents per miles traveled ' e Number of citations received by drivers during working hours o Number and types of health and safety trainings for employees cZI~STCrA~E' `cp•RVIC~ ® Number of complaints received by hauler ® Number of complaints received by City • Customer survey responses j~FCYC,L--INO Number of tons collecte44 by class of customer and by material • Percentage of customers participating in the recycling programs available, i. c., -:h-h' ily, commercial, etc. ® Incremental increases in tonnages collected and number ofparticipants from year to year Y Documented increases in recycling tonnages and/or participation in programs targeted by specific promotion and education materials or activities QTER r p<~orFRAL SFAS OFREEME m Commentary by hauler on activities ar.d programs undertaken above and beyond the requirenwnd of the' franchise that further the City's recycling, efficiency and .community goals. o On-time submittals of reports to the City '0 f:; f. AMk .`s *.r •,.:.r.:..,..:..:::: `;1z♦x~a\"r.Stiffw..':♦.`r\•:``.:;L~s>`\::~r~,.,.:~,,.:.,:~5` ~~G~,'~\'FC~r".5~'~:o~f C~.:.:x..\e.:`r<.\;\\.\ ',,':~GSGC ♦ r 'ta. -vo.x: i\ iL..Z:!M~~ Y't11YYb1'ffY: 'foiai:~.k.4: 'r -MAM: AM, ,\tx'`a,`3'2:rt MCI JW. y~ ~ ♦ ~ ` ~ `:'t pair Z\ ~ ?t~ ♦\,~s, z,\. x \'\`C~z,\\~~~\ ~\1i'~C~ti \v\+~' 'a`~, c ~\~~~••,:J`•:`\~:`:'f:.. \C.'ar ~\k: G\\.\\;\`~t~ r,.....~ \ \'•?:~:`'?1v7A♦;,~y,.a\~i.~~.,,~.,?......\....~...~'Q.............,.~tC~.....~..\.'^~.)~3s.~•~.'~\.\Sa,k\\`.`om~..x`~~\.::\\Ea;.n~.\>a:R\t~~:.~~UF.t\\..vrx,'.;>:.\. a~f~*:a`".,.`,: CC'`::::~~: il\Y' O1C1Y A 1 Yl.il\ According to the financial reports from the haulers, residential garbage rates do not produce enough revenue for the haulers to cover their costs of residential garbage collection. Therefore, residential service has been subsidized by revenues from other service lines. The issue is whether or not, or to what extent, the subsidy between service lines is acceptable in the rate schedule. The haulers provide four major types of services within Tigard. They include Drop Box, Residential, Multifamily and Commercial service. According to the aggregated financial reports filed with the City by the Haulers since 1987, residential service has not resulted in a net positive return with the exception of 1987. Due to the increasing costs of residential recycling activities, the overall loss in the residential service line in 1994 was almost -14%. The Drop Box service line has also produced negative returns since 1987, however to a lesser degree than residential. Both Commercial and Multifamily service lines have been profitable for the haulers in the aggregate for all reported years at an average return of 30%. This indicates that the commercial service lines have subsidized the residential service line and that this subsidy has been imbedded in our rate structure for many years. If Tigard had only one Hauler, the subsidy may not be of concern. However because Tigard has three haulers which all have different mixes of service types, the subsidy affects them all differently. Haulers with mostly residential customers are hurt by the weakness of the residential revenues while haulers with large commercial bases do much better. Although the City has had a few calls over the past few years regarding the relatively high cost of commercial garbage service in Tigard, it does not seem to be an overriding issue for the community. It is more of a philosophical issue than a practical one. Should garbage service to the commercial sector offset the cost of garbage service to residents? Residential rates throughout the Metro area seem to indicate that the subsidy issue is common among the jurisdictions. Other jurisdictions rates according to the rate survey included with the August study session packet indicate that Tigard's standard 32 gallon container weekly service rate of $17.15 is competitive with surrounding communities, the average being $18.24. If Tigard's residential rates were adjusted to provide enough revenue to cover the costs of the service and provide haulers with a 10% return on that service line, the rate would have to be adjusted to about $21.00. This would put the Tigard rate higher than the average by $2.76 per month. It would appear that because our rates are competitive with other communities, the subsidy issue is not unique to Tigard. The existence of the subsidy in Tigard's rates may have some implications in fiiture solid waste initiatives. As Commercial recycling requirements increase, costs of that program will increase. Because the rates to commercial customers are already well above costs to provide the service, the City may be forced to raise residential rates to cover the new commercial costs in order to maintain the acceptable rate of return in the aggregate. In addition, the eventual charging of garbage rates by weight may adversely impact the residential rates due in part to the existence of the subsidy. Alk AT YSw A Tic /''~]lTCY1RIIi`DY.`11 l1Ln ~i~C1 n s•. Accept the current subsidy between residential and commercial service as a policy and maintain it in the rate schedule in the future. • Determine a target level of subsidy other than the current level and phase in rate adjustments over several years to reach the desired target. Maintain the desired level in future rate decisions. a Eliminate the subsidy between all service lines by phasing in rate adjustments over a several year period with the goal that all service lines should be profitable within the acceptable range of the rate of return. Evaluate future annual reports to ensure that service line profit margins are within the range and make annual adjustments as necessary. ST Ap °S RESPONSE / RECOMMENDATION 1. Establish a Policy that each service line should be profitable. Phase in a reduction of the subsidy over an extended period of time taking this policy into account in all rate adjustment decisions in the future. In order to preserve competitive residential rates in Tigard, add the requirement that Tigard's residential rate will not exceed the average of a pre-selected set of surrounding communities average rate at any given time. This in effect provides that the subsidy will be reduced to tl,e extent competitive rates allow and at increments acceptable to the City Council. 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The form was developed by the Utility and Franchise Committee using the County form as a model. The information collected was intended to help the Council evaluate rate adjustment requests from the haulers and to provide the Council and the Committee with the results of operations for the various services provided by the haulers. The Haulers provide similar information to all jurisdictions in which they operate. Currently, the reports are due to the Finance Director on March 1 st of each year for the preceding calendar year. The Finance Director reviews the reports , suggests any corrections and aggregates them to determine the aggregate rate of return. The aggregate report is then given to the City Administrator with a recommendation for any rate adjustment. The City Administrator under the franchise ordinance has until April 1 st to notify the Council of any proposed rate change. The Council must adopt any rate change by June 1st to allow the haulers time to implement the change by July 1st. Cost of Prepari ng the Report The Council has asked the Haulers to present information on the cost of preparing the annual-report. The haulers have reported that it costs $18,360, in the aggregate, to prepare Tigard's annual financial report. This cost includes auditor expenses and some in.-house expenses throughout the year for the franchisees to collect the data. This figure is not very accurate, since time taken for information gathering by drivers and staff is difficult to capture after the fact. County vs. City Form Because all three haulers provide service in the unincorporated area, it was suggested that they could save time and effort by using the County form when reporting to the City and the City could have information consistent with the County which might make comparison and analysis more efficient.. The Haulers do not believe that using the Washington County form would provide substantial savings,to Tigard citizens. However, using one report form would simplify the reporting process. Currently, Washington County Staff and the Washington County Haulers' Association are developing a standardized chart of accounts which will be used by all haulers in Washington County for the 1995 report. The County form requires the consistent use of certain allocation methods for various direct and indirect expense and for revenues and expenditures. We believe that the use of the County form would be beneficial both to the haulers and to the staff in the City's review process. One major difference between the report to the County and our report is that Tigard allows an annual CPI adjustment to the level of acceptable related party wages where the County does not allow any adjustment. Method of Review As mentioned above, the only review the haulers reports are currently subjected to is a cursory review by the Finance Director. This review comes in the middle of the City budget process and a thorough and comprehensive review is not done because of the time involved in reviewing haulers records. City staff also does not possess the background in the solid waste industry to assess the reasonableness of reported information. Washington County retains an accounting firm to assist them in reviewing the haulers reports and operations each year. This allows them to evaluate the reported information and compare it to the various haulers and to the standards in the industry. If Tigard were to feel the need to perform a more rigorous review of the annual haulers reports, the time lane established by the franchise ordinance may need to be adjusted to provide the necessary time for the more thorough review. ALTERNATMS CONSIDER M 9 Discontinue requirement for the annual report from the haulers and base rate adjustments only on justification prese^ted by the haulers. i Continue requirement of annual report on the City form following the current review process. O Continue requirement for the annual re-port 11-ina rha rnd continue continue in house cursory review of reported information. o Continue requirement for the annual report using the County form but retain an expert to review and evaluate the reported information. STAFF'S RESPONSE / RECOMMENDATM ® Use the Washington County annual financial reporting form and chart of accounts, as updated annually by Washington County. Follow all County reporting procedures with the exception of the related party wage cap. Continue to allow a CPI adjustment to the wage cap for reporting purposes. Include in the budget each year an amount necessary to perform a more thorough analysis of the reported information. AM, This report must be filed no later than March 1 of each year. (Name) (Address) (City) (State) (Zip) (A Solid Waste Collection Company) ANNUAL REPORT TO THE CITY OF TIGARD , OREGON FOR THE YEAR ENDING December 31, 199.1 The City shall maintain the confidentiality or the attached;~epcrt to the extent allowed by the Oregon Public Records Law. However, the City may provide information obtained pursuant to this franchise to other governmental agencies involved in the regulation of the provision of solid waste services. If such information is shared, the City shall, prior to delivery of the information, receive a written assurance from the receiving agency that the confidentiality of the information shall be maintained :to the extent allowed by the Oregon Public Records Law. ORIGINAL to be mailed to: Wavre Lcwri. bra e. Dir e-`cr ^ tv i iCa. d. 13125 cW Hall Blvd.. Ticard. Oreccn. 97923 DUPLICATE to be retained by the fiiing cormca^v. Wswannrat.94 TABLE OF CONTENTS Table of Contents 1 Report Summary 2 ScheduleI ..................................................5 Schedulell .................................................6 Drop Boxes ................................................6 Drop Box Recycling 8 Residential (Cans) 9 Residential Recycling 11 Multi-Family Conta°ners 13 Multi-Family Recycling 15 Commercial Containers 16 Commercial Recycling 17 Medical Waste 18 Yard Debris ...............................................19 Consolidated Net Income . 20 Other Costs ...............................................20 Grand Total Net Income 20 Schedule III ...............................................21 Schedule of Property Plant & Equipment 22 Sc~eduleIV ...............................................23 Schedule of Asset Dispositions 24 Cath ...........25 Franchisee Comments ' 26 Household Hazardous Waste (Information only) 27 Uniform System of Accounts and Instructions 28 ?ace REPORT SUMMARY I Total Company Tigard Franchise Area men rap ®oxes Revenue T$ $ Direct Costs Is $ Indirect Costs $ $ Net Income $ $ Drop Box Recycling Revenue $ $ Direct Costs $ $ Indirect Costs $ $ Net Income $ $ Total Drop Box Net Income $ $ I Residential (Cans) Revenue I $ ( $ Direct Costs S $ Indirect Costs $ I $ Net Income $ $ ` Residential Recycling ' Revenue ~S I$ Direct Costs j S I S ! Indirect Costs - I S Net Income $ I S 'I Total Residential Net Income S I S II l i I I Multi-Family (Cans). Revenue , S I S Direct Ccsts S S Ai~ Indirect Costs ? S S i Net Income , S ?age 2 Total Company Tigard Franchise Area Multi-Family Recycling °GV'Ui1LfG $ $ . Direct Costs $ $ ' Indirect Costs $ $ Net Income $ $ i Total Residential Net Income I $ $ %ommerciai (Containers) ` Revenue $ Direct Costs $ Indirect Costs $ $ I Net Income $ I $ ' Commercial Recycling Revenue $ I $ I Direct Costs 5 S Indirect Costs $ I $ Net Income $ $ Total Commercial Net Income S $ Medical Waste Revenue S S Direct Costs S $ ; Indirect Costs I S $ Net Income S $ Yard Debris Revenue S I$ Direc; Ccs,s $ L Indirect Costs S S Net Income NEW Page 3 MOM Consolidated Net Income $ $ Revenue Is $ ' J Other Costs Interest Paid $ $ Extraordinary Costs $ $ Total Other Costs $ $ Grand Total Net Income $ $ CAN Profit Percentage % Ask ~3C@ .1 Answer e_ very question on this form. Study this form and the instructions included at the end very carefully and provide accurate answers. Where the word "None" fully and accurately states the fact, it may be given as an answer. This report will be used to evaluate the franchise holder's performance and may result in revision or revocation of a franchise agreement. Print clearly or use a typewriter. Use extra sheets to clearly state your position, clarify the facts, show allocations or prorations assumptions made and any calculations necessary to arrive at the information presented. 'Sw compensation limits explanation on page 28). SCHEDULE I - COLLECTOR'S ORGANIZATION! 1. Complete Name of Hauler: Complete Address: 2. For corporations, list names and addresses of all shareholders and the percentage of ownership by each. Nata thnsa CArvinri as Officers or Directors (or both): indirate. title. % of Officer Total Name Address Ownership Director Compensation ono - $ $ 3. For proprietorship or partnership, list names and addresses of all persons having an interest or equity in the business and the nature and amount of interest or equity. Indicate the manager or managing partner by title "MGR." AdMtL of Equity Total Name Address Ownership Interest Compensation o~° For corporation, proprietorship. or partnership, list all persons having an equity interest or shares or responsibilities, who also have duties in the operation of the Ticard grand; ise Area of solid waste collection operation of the business. List each person's duties, hours scent in the Ticard Franchise Area portion of the business and the compensation paid or allocated to the Ticard Franchise Area portion of the business. Total irs Nam.e Duties Scent rrs Scent Compensation .t :7. eT if $ V7 1 1 S 1f T J 1 .L $ Page 5 SCHEDULE II • INCOME STATEMENT DROP BOXES Total Company Tioard Franchise Area NIM REVENUES lam Drop Box Revenues $ $ Number of Regular Customers Per Year # # Number of Drop Box Pick Ups Per Year I Number of Compactors Pick Ups. Per Year Annual Tonnage Number of Miles Per Year j EXPENDITURES DIRECT COSTS: I i Wages, Fringes, Related Taxes of Related Party Operating I $ I $ Personnel Wages, Fringes, Wage-Related Taxes, etc., of Cther I $ I $ Operating Personnel Fuel, Lubrication I $ I $ Equipment Depreciation I $ Equipment Maintenance & Reoair I $ + $ Disposal Fees $ , $ Franchise Fees I $ $ i Total Direct Costs II $ $ Ral I 1 INDIRECT COSTS: Salaries, Fringes, Related Taxes of Related Party Ivlgmt. S j $ and Support Personnel I I j Salaries, Fringes, Salary-Related Taxes, etc. of Other ! S I S Mcmt. and Support Personnel (See Instructions) C"ice Expenses 3 S ' Road Taxes, Licenses $ I S I Real Property Taxes + I Rent on Buildings, Equipment, etc. j S ~ S I Sales & Advertising i $ S Processional Fees S I $ ►nsurance I $ j S -3y0 ~ lj~ INDIRECT COSTS: Continued Dues & Subscriptions $ Other Collection Costs S $ Total Indirect Costs $ $ Net Income - Drop Box S $ Iwo DROP BOX RECYCUNG Total Company City of Tigard Franchise Area REVENUES Drop Box Recycling Revenues $ Number of Drop Box Pick Ups Per Year Number of Compactors Pick Ups Per Year Annual Tonnage Number of Miles Per Year i EXPENDITURES DIRECT COSTS: Wages, Fringes, Related Taxes of Related Party Operating I S $ Personnel i Wages, Fringes, Related Taxes of Other Operating $ $ i Personnel Fuel. _ubrication ! S I $ ' Equipment Depreciation I $ ( $ i Equipment Maintenance & Repair S I $ Disposal Fees $ $ i Franchise Fees ; $ $ I Total Direct Costs $ ! $ i ~ INDIRECT COSTS: Salaries, Fringes, Related Taxes of Related Party Mgmt. i S I S and Support Personnel 1 Salaries, Fringes, Related Taxes Other Mgmt. and Support ! $ ! S Personnel Office ExYenses ! S ! S j Roac Taxes & Licenses S Real Property Taxes sent on Suildings, Equipment, etc. ; S I .3 Sales & Advertising I _ $ Professional Fees + $ $ j Insurance S I $ Dues & Subscriotions ! S I $ ' Cther Collection Costs S ! g Total Indirect Costs i S ! S I Net Income - Drop Box Recycling I S ? S ?age 3 RESIDENTIAL Total Company Tigard Franchise Area REVENUES I I Residential Customer Services S S Number of Customers as of 12/31 Number of Cans as of 12/31 Number of Mini-Cans as of 1231 Number of Carts as of 1231 ; i Annual Tonnage Number of Miles Per Year EXPENDITURES DIRECT COSTS: Wages, Fringes. Related Taxes of Related Party Operating S I S Personnel Wages, Fringes, Wage-Related Taxes, etc., of Cther I $ I $ Operating Personnel t Fuel, Lubrication I $ $ I Equipment Depreciation S I S Equipment Maintenance & Repair I $ I $ Disposal Fees I $ I $ i Franchise Fees S $ Total Direct Costs I $ I $ i INDIRECT COSTS: I Salaries, Fringes. Related Taxes of Related Party fvigmt. S I S and Support Personnel Salaries. Fringes, Salary-Related Taxes, e!c. of Other S S j Mgmt. and Support Personnel (See Instructions) it Office Expenses S I S II it Road Taxes. Licenses S I $ I =zal Property Taxes i Rent on Buildings, Equipment. etc. ! S I $ Sales & Advertising I S I $ ;I Professional Fees $ I S { Insurance =3ga 9 r Mill! INDIRECT COSTS: Continued Dues & Subscriptions $ . $ Other Collection Costs $ $ Total Indirect Costs $ $ NeY Resldentlal (Can) Income $ $ Adlik RESIDEN71AL RECYCLING Total Company Tigard 1 I Franchise Area i REVENUES Recycling Revenues S Number of Customers (participating at least once a month # # In a weekly program) # of Set Outs Per Week as of 12/31 11 # of Stops Per Week as of 12131 I # of Miles Per Year EXPSNDITURES I `I DIRECT COSTS: I Wages, Fringes, Related Taxes of Related Party Operating $ ` $ Personnel f Wages, Fringes, Wage-Related Taxes, etc., of Other I $ I $ Operating Personnel Fuel, Lubrication $ f Equipment Depreciation $ $ I ' Equipment Maintenance & Repair $ 1 S Disposal Fees S } Franchise Fees I $ i S Total Direct Costs $ i i INDIRECT COSTS: ` Salaries, Fringes, Related Taxes of Related Party Mgmt. S ! $ 4 and Support Personnel Salaries, Fringes, Salary-Related Takes, etc. of Other i S S Mgmt. and Sucport Personnel (See Instructions) ! Office Expenses S ? S j Road Taxes, Licenses ! S I S i i -e31 Prccerty Taxes Rent on Buildings, Equipment, etc. + S i i Safes & Advertising S I S ` i Professional Fees f S Insurance S ?3c9 INDIRECT COSTS: Continued Oues & Subscriptions S S I WREN Other Collection Costs S S Total Indirect Casts $ $ Net Recycling Residential Income S S Total Residential (Cans and Recycling) Net Income S S MULTI-FAMILY (CONTAINERS) Franch I Total Company ward ise Area I REVENUES Residential Customer Services $ Number of Customers as of 12/31 # # Number of Containers as of 12131 # # --jl Annual Tonnage I # # I Number of Miles Per Year # # EXPENDITURES DIRECT COSTS: Wages, Fringes, Related Taxes of Related Party Operating I S Personnel Wages. Fringes, Wage-Related Taxes, etc., of Other Operating Personnel i Fuel, Lubrication I S I Equipment Depreciation ' I S I S j Equipment Maintenance & Repair I I $ t Discosal Fees Franchise Fees I S Total Direct Costs $ I $ I li INDIRECT COSTS: I j ARM Salaries, Fringes, Related Taxes of Related Party Mgmt. and Support Personnel i Salaries. Fringes. Salary-Related Taxes, etc. of Other j S Mgmt. and Support Personnel (Sae Instructions) Office Expenses I S S j Road Taxes. Licenses I S S Real Procerv Taxes Rent on Suildincs. Equipment, etc. I S S Sales & Advertising I S 1 S I I Professional Fees I S I S Insurance j S I S =ace ;3 Jill `w7. I INDIRECT COSTS: Continued, Dues & Subscriptions Other Collection Costs $ Total Indirect COWS $ $ Net Multifamily (Container) Income S $ MULTI-FAMILY. RECYCLING Total Company Tigard Franchise Area REVENUES Recycling Revenues 3 Number of Customers (participating at least once a month # # in a weekly program) # of Set Outs Per Week as of 12/31 # of Stops Per Week as of 12/31 # of Miles Per Year I EXPENDITURES DIRECT COSTS: Wages, Fringes, Related Taxes of Related Party Operating ! Personnel Wages, Fringes, Related Taxes of Other Operating Personnel Fuel, Lubrication I Equipment Depreciation Equipment Maintenance & Repair Disposal Fees Franchise Fees Total Direct Costs INDIRECT COSTS: l Salaries, Fringes, Related Taxes of Related Party Mgmt. and Support Personnel , ( ! Salaries, Fringes, Related Taxes Other Mgmt. and Support I ' Personnel Office Expenses Road Taxes, Licenses, Taxes ! Real Property Taxes Rent on Buildings, ",uipment. etc. I Sales & Advertising j Professional Fees i Insurance Cues & Subscriptions Cther Collection Costs j Total Indirect Costs j Net Recycling Multifamily Income ! S S Total Multifamily (Containers and Recycling) Net Income i S S, Page :5 COMMERCIAL CONTAINERS Total Company Tigard Franchise Area ! REVENUES ! Commercial Customer Services $ Number of Customers as of 12/31 #i Number of Containers as of 12/31 Annual Tonnage of Miles Per Year EXPENDITURES I~ DIRECT COSTS: 1 Wages, Fringes, Related Taxes of Related Party Operating $ $ Personnel Wages, Fringes, Wage-Related Taxes, etc., of Other S S ! j Operating Personnel Fuel, Lubrication S Equipment Depreciation S $ Equipment Maintenance & Repair ` $ I $ Disposal Fees S S Franchise Fees s $ i Total Direct Costs I~ $ 1 $ INDIRECT COSTS: j Salaries, Fringes, Related Taxes of Related Party Ligmt. I S I S and Support Personnel I j i Salaries. Fringes, Salary-Related Taxes, etc. of Other j 3 S i Nigmt. and Support Personnel (See Instructions) Office Expenses I S S Road Taxes, Licenses S + S i Real Property Taxes i i Rent on Buildings. Equipment, etc. S I S Sales & Advertising. $ I $ I~ Prcfessional Fees I S I S i j Insurance i S S Dues & Subsc.-tticns S i 5 Other Collection Costs S S i Total Indirect Costs i _ 3 Net Commercial C-,ntainer Income . Page i ism COMMERCIAL RECYCLING Total Company Ticiard Franchise Area i REVENUES ISM Recycling Revenues $ $ Number of Customers as of 12131 # # # of Set Outs Per Week as of 12131 # of Stops Per Week as of 12/31 # of Mites Per Year EXPENDITURES DIRECT COSTS: j~ Wages, Fringes. Related Taxes of Related Party Operating $ $ Personnel Wages, Fringes, Related Taxes of Other Operating $ $ Personnel Fuel, Lubrication I S I $ Equipment Depreciation S I S Equipment Maintenance & Repair S I $ mum Disposal Fees I S S Franchise Fees $ I $ Total Direct Costs $ S INDIRECT COSTS: Salaries, Fringes, Related Taxes of Related Party Mgmt. i 5 I $ and Support Personnel i I Salaries, Fringes, Related Taxes Other Mgmt. and Support I $ I $ I Personnel Office cxoensas I S I S Road Taxes & Licenses S I S I I Real Prccerty Taxes i Rent or, 2uildings. E-quicment. etc. I S S Sales & Advertising + S j S Professional Fees I S I $ Insurance ( S I S Dues & Subscriptions S I $ Cther Collection Costs ! S I $ Total Indirect Costs ! $ $ Net Commercial Recycling Income S Total Commercial (Containers and Recycling) liet Income I S S Page 17 MEDICAL WASTE Total Company Tigard Franchise Area - Service Provider. I REVENUES Medical Waste Revenues $ $ Number of Customers as of 12/31 #rz Number of Pick Ups as of 12131 # of Miles Per year Annual Tonnage EXPENDITURES DIRECT COSTS Wages, Fringes, Related Taxes of Related Party Operating S I $ Personnel Wages, Fringes, Wage-Related Taxes, etc., of Other I $ I $ Operating Personnel i Fuel, Lubrication I S I S Equicment Depreciation I S I S Equipment Maintenance & Repair. I S $ j Disposal Fees $ S j I j - Franchise Fees S $ ~ Total Direct Costs ; S I S INDIRECT COSTS: i Salaries, Fringes, Related Taxes of Related Party 1,1gmt. I S I S and Support Personnel Salaries, Fringes, Salary-Related Taxes, etc. of Other I $ I S Mgmt. and Support Personnel (See Instructions, Office Expenses S S j j Road Taxes. Licenses 15 j S j Real Property Taxes I I il- Rent on Suildings, Equipment. etc. S S j Sales & Advertising j S S Professional Fees I $ I $ Insurance S I $ Cues & Subscriptions I S I S I Cther Collection Costs i S I $ I Total Indirect Costs I S I $ - j I "I Net Medical Waste Income S I S ?age '3 YARD DEBRIS Total Company Tigard Franchise Area REVENUES f II Yu.v DQbiW RQ~IGt~YQj ! W a i Annual Tonnage (Conversion factor of yards to tons: I 300* per cubic yard or 6.67 yards per ton) #f: of Customers as of 12131 # of Pick Ups as of 12131 of Miles Per Year EXPENDITURES DIRECT Cl Wages, Fringes, Related Taxes of Related Party Operating S i Personnel i Wages, Fringes. Wage-Related Taxes, etc., of Other I S I $ Operating Personnel Fuel. Lubrication I S Equipment Depreciation $ ( S i Equipment Maintenance & Repair i Disposal Fees Franchise Fees Total Direct Costs I $ INDIRECT COSTS: Salaries, Fringes, Related Taxes of Related Party Mgmt. l and Support Personnel I Salaries, Fringes. Salary-Related Taxes, etc. of Other I S Moil and Support Personnel !.See Instructions) Office Expenses S Road Taxes, Licenses i Real Property Taxes I Rent on Euiidings, equipment, etc. ~ S Sales & Advertising Professional Fees I S I S Insurance i S S { j Dues & Subscriptions S a j Other collection Costs S Total Indirect Costs 3 S I Net Yard Debris Income S ; S Page .9 Ilia, Total Company Tioard Franchise Area CONSOLIDATED NET INCOME REVENUES: $ $ ARM Other Revenues (Explain) J $ Total Revenues $ $ I OTHER COSTS: Interest Paid (See Instructions) $ $ Extraordinary Costs (Explain) :S S Total Other Casts $ $ I I I ; ' SCHEDULE 11 SUMMARY: I j GRAND TOTAL NET INCOME PROFIT PERCENTAGE I °o °0 1 Page Z0 SCHEDULE III - COLLECTION PROPERTY OWNED AT YEAR ENO 161 IIIM KIIIIIM i w uri 1e1 i/ ~tING r STRUCr 1RES Total Comoanv Tigard vI1,~Vr YV~v ,~~V DIM Franchise Area IIIIIIIlIlIM Original Cost, Plus any additions or replacements, at beginning of $ $ this period IMI Cost of Items acquired this period $ $ Cost of Items retired this period S $ Accumulated Depreciation at beginning of this period S $ Depreciation retired this period $ $ Depreciation for this period $ $ Accumulated Depreciation at the end of this period $ $ VEHICLES & COLLECTION EQUIPMENT Original Cost. Plus any additions or replacements, at beginning of $ $ this period Cost of Items acquired this period I $ $ Cost of Items retired this period I S $ 1 Accumulated Depreciation at beginning of this period S $ OFA)eoreciation retired this period I S I S 55epreciation for this period I S I $ Accumulated Depreciation at the end of this period S $ CONTAINERS & DROP BOXES Original Cost, Plus any additions or replacements, at beginning of I S $ this period Ccst of stems acquired this pericd I S S i Cost of Items retired this pericd S S Accumulated Depreciation at beginning of this period ~ S I S Depreciation retired this period I S I $ Depreciation for this period i S I S .4c~umulated Depreciation at the end of this period S S ' ?age SCHEDULE OF PROPERTY PLANT & EQUIPMENT (Depreciation Expense Total Co. Franchise Area ~I Year Tax Service 12 mo ended 12 mo ended I Description of Item I Cost Purchased Life Type ' 12131/_ 12/31/ I I ~ I I I _ I i r I I I I ~ I I I I I I I I I I I ! , i ! I I ~ i I I I I i I ( I ~ e i ! i I I I I- I ~I I Service Type: D = Crco Box: RR = Residential Rec;rclinc; CR = Commercial =ecyclinc: R _ =esidential: C = Cc^,Inerci YO = Yarc Debris: NAW =Medical Waa,e: G = General ?3Ca 22 OTHER CARRIER PROPERTY Total Company Tigard Franchise Area Original Cost, Plus any additions or replacements, at beginning of I S its period f ost of Items acquired this period $ S T ost of Items retired this period S S ccumulated Depreciation at beginning of this period $ epreciation retired this period S S Depreciation for this period S Accumulated Depreciation at the end of this period S I S TOTAL DEFRECiABLE ASSETS Iffa Original Cost, Plus any additions or replacements, at beginning of l S S j this period l { Cost of Items acquired this period ( S S Cost of Items retired this period S S Accumulated Depreciation at beginning of this period S S i Depreciation retired this period S I S Depreciation for this period ( $ Accumulated Depreciation at the end of this period S 1 S 1 1 SCHEDULE IV - COLLECTION PROPERTY SOLD, TRADED OR OTHERWISE 1 PERMANENTLY RETIRED THIS PERIOD 1 Net Book Value I Gross Sales I Gain or (Loss) IS IS Land, Buildings & Structures Vehicles and Collection Equipment ~ S ~ S Containers and Drop Eoxes S S t i Other Carrier Property S i S Total S S ` ?age 23 WIVAM SCHEDULE OF ASSET DISPOSITIONS Acquisition ( Disposal Asset Description Purchase Disposal Accumulated Gain/ Date I Date Price Price Depreciation (LOSS) I r I I ~ I I I I . I } I I I f 1 I I I I I I ~I I I i I I I I i } I I I ~ ~ I I { I ( I I ! I { 1 { I i = 1 I I I I I I - I. I 1 I Page NEW- OATH STATE OF OREGON ) ss. CITY OF ) I, the undersigned, owner or duly authorized officer of the Solid Waste Collection Company, whose name appears on the front of this report, on my oath say the foregoing report has been prepared, under my direction, from the original books, papers and records of said Company; that I have carefully examined the same and declare the same to be a complete and correct statement of the business and affairs of said Company in respect to each and every matter and thing therein set forth, to the best of my knowledge, RIM information and belief; and I further say that no deductions were made before stating the gross earnings or receipts herein set forth, except those shown in the foregoing accounts; all governmental taxes that are due and all franchise fees that are due have been filed and paid except those disclosed herein; and that the accounts and figures contained in the foregoing report embrace all of the financial operations of said Company during the period for which said report is made. Aft (Signa*.ure of Owner or Officer) Subscribed and sworn to before me this day of , 19 Votary Public for the State of Oregon Residinc at Within, the terms of ORS 192.500 (1)(e), CRS 192.500 (2) and such other public records statutes as may be applicable, City of Ticard will consider confidential information provided to City of Tigard consisting of production, sale of purchase, cost and similar business records. This shall not, however, restrict the authority of City of Tigard to use such information for regulatory or enforcement purposes. The following "Uniform system of accounts and instructions fcr preparing this report" are an integral part of the report and should ~_,e included as verification that these instructions were followed in preparing the report. =ace Z'5 ji~lcgis 11111012 11111111111 FRANCHISEE COMMENTS This section is intended to offer the franchisee an opportunity to share insights, concerns, and observations regarding the solid waste industry and the franchisee's individual business. Please use additional sheets to address the following: 1. What has your business done during this reporting period to address the Washington County Wasteshed Annual Waste Reduction Program? 2. What plans do you have to comply with Washington County's Wasteshed Annual Waste Reduction Program? 3. Comment about the educational promotions your business initiated or participated in during this reporting period. 4. What has your business done this reporting period to increase efficiency of the company? What makes your business different than other hauling businesses? 6. What are your plans for changing service in the future? Mechanically assisted mixed waste collection is scheduled to be on-line no Iater than January 1, 1995. What percent of your residential customer base is currently served by carts? What method have you found successful to place carts? What questions are normally experienced about cart service? What can the City do to help you with this conversion program? a. Commercial Recycling: • Describe what type of calls for service you receive and what rates. if any, you charge. • Confirm that the rate is charged once you arrive at the Point of ser./ice 9. List disposal sites used by type of material. 10. Currently; costs for the provision of Household Hazardous Waste programs are the responsibility of Metro through their fees, not each local government through rates charged for waste and recycling collection. However, if in the course of the year reported, expenses were incurred and/or revenue generated from the provision of household hazardous waste programs, please include them on the following page. The information will be used to assess the rate impact and need for services. 11. Cther insights you wish to share. =ice Z5 HOUSEHOLD HAZARDOUS WASTE Total Company Franchise I Franchise Area =L vice i Provider: 2MM REVENUES Medical Waste Revenues $ $ Number of Customers as of 12/31 # # Number of Pick Ups as of 12/31 # of Miles Per year Annual Tonnage EXPENDITURES DIRECT COSTS Wages, Fringes, Related Taxes of Related Party $ S i Operating Personnel I Wages, Fringes, Wage-Related Taxes, etc., of Other ( S S Operating Personnel Fuel, Lubrication S S i { Equipment Depreciation I S S Equipment Maintenance & Repair $ S Disposal Fees I S I S ' Franchise Fees S $ Total Direct Costs S S INDIRECT COSTS: Salaries, Fringes, Related Taxes of Related Party Mgmt. ` $ I S i and Support Personnel Salaries, Fringes, Salary-Related Taxes, etc. of Cther I S S Mgmt. and Support Personnel (See Instructions) Office Expenses i $ $ I Road Taxes, Licenses S I S 1 Real Property Taxes Pent on Buildings. Equipment, etc. S S Sales & Advertising I S g Professional Fees S I S Insurance S f I I~ Cues & Subscriptions j $ I S Cther Collection Costs j 3 $ AOL Total Indirect Costs S Household Medical Waste Income $ $ Page 27 UNIFORM SYSTEM OF ACCOUNTS AND INSTRUCTIONS FOR PREPARING THIS REPORT INTRODUCTION This system of accounts for Solid Waste Collectors is prescribed by the Washington County Wasteshed Technical Committee. The description below of schedules and accounts are for those which appear in the accompanying report form. This report must be submitted to the City annually by March 1 for the preceding calendar year. Collector must maintain records adequate to complete this report, including records not specifically discussed in the following instructions. Retention pericd by the applicant shall be five years. These records are subject to examination by the City or its designated agents. Attached Exhibit "A" is the allocation method to be used in completing this report. SCHEDULE I - COLLECTOR'S ORGANIZATION This schedule pertains to the operations of the collector as a solid waste collector. Other activities are not to be included. The only revenues to be included are those directly resulting from the operations as a solid waste collector, and the only costs to be included are those necessary to support those operations. The owners/officers total compensation are to include their salary/wages, expense account, company vehicles, insurance premiums, and any other forms of compensation, to be allocated to the appropriate expense classifications. Related Partv Comoensation Limits:' Established limits on the amount of related party compensation which can be included in the rate of return calculation are as follows. If actual salary is under cap, show actual dollars, if salary is over the cap, then report the cap amount. PQSl Ol WOK&, UNDER ;S500K . $1 5M> ~1 5fvi.:~ ABO~lE CEO I 554,080" ( $81,120" I 5108,160" GENERAL NIANAGER ' XXXXX XXXXX S 54.080•' OFFICE MANAGER 537.855" 53%.855" I S43,260- CONTROLLER I XXXXX XXXXX f S 54,080" DRIVERS UNION ! UNION I UNION CLERKS I S21,630" 521,630" 521,630'• Related party salary caps were determined based on an assessment of the estimated salary a non-related party would earn in a comparable position, for a similar sized company. The salaries do not include benefits and is increased by the Portland Metro CPI each year. 3.5% .was used for the 1993 year. _'Related Party" inc!udes the wife, husband, son, daughter, mother, father, brother, brother-in- law, sister, sister-in-!aw, son-in-law, daughter-in-law, mother-in-law, father-in-law, aunt, uncle. ::niece, nephew, stepparent or stepc; ild of the Individual. Aft or1and Metro CP! to be added to these cacs when known. Page 29 SCHEDULE II - INCOME STATEMENT Two columns are provided for each item of the income statement. Each column must he ® completed and if amounts shown do not represent actual general ledger account(s), then the method of allocation including the calculations must be attached to this report. Total Company solid waste collection operations, showing the actual income and expense for the reporting period, reconcilable to the company federal income tau return. Tigard Franchise Area. actual income and expense for the reporting period. If amounts entered are not represented by general ledger account(s), then show the method of allocation and calculations. DROP BOX REVENUE: Include all revenue earned from the collection and transportation of waste deposited in drop boxes. RaSIOENTIAL AND COMMERCIAL (INCLUDING RECYCLING AND SALVAGE) OPERATING REVENUES RESIDENTIAL CUSTOMERS: Residential customers are defined as those in 4-plexes or less who normaliv provide their own garbace cans or have franchisee-provided roller car's ;up to 90 gallon) for the collection of solid waste. Include all revenue earned from the collection and transportation of solid waste in residential carrier operations, including revenue from special hauls of solid waste from residential customers. Include all revenue eamed from recycling and salvage operations. Partnership/Joint Venture credits or earnings from a recycling operation are to be included. If special allocations are used, explai^ and show calculations. Do not include drop box revenues from residential customers. MULTI-FAMILY CUSTOMERS: Multi-family customers are defined as those in 5-plexes or mere who are normallv provided containers for the collection of solid waste. Include all revenue earned from the collection and transportation of solid waste in multi-famiiy (containers) carrier operations, including revenue from containers and compactors owned by multifamily customers. Include all revenue earned from recycling and salvage operations. Partnership/Joint Venture credits or earnings from a recycling operation are to be included. If special allocations are used, explain and show calculations. Do not Erclude drop box revenues from residential or commercial customers. COMMERCIAL CUSTOMERS: Commercial customers are defined as those who are normally provided containers for the collection of solid waste. Include all revenue earned from the collection and transportation of solid waste in commercial (containers) carrier operations, including revenue from containers and compactors owned by commercial customers. Include all revenue earned from recycling and salvage operations. Parrrershipi.,'cint Venture credits or earnings from a recyclirg operation are to be irciuced. If special allocations are used, expiain and show caicuiatlons. Aft Do net include drop box revenues from commnerdal customer,. OTHER OPERATING REVENUES: Include incidental earnings from all other solid waste collection services including the sub-rental or lease of properties which are included in the expense portion of this report. Do not include investment income such as interest earned Ank from deposited funds, stocks, bon ds, etc. or earnings ifrom the sale Vf "e depreciable assets. Do not include earnings from sources that are directly part of the collection of solid waste. Do include interest or late fees earned from the carrying of accounts receivable. NUMBER OF MILES PER YEAR: Indicate whether this is an actual count of miles or an extrapolation. Explain the allocation method used. DIRECT COSTS WAGES OF RELATED PARTY: Include wages paid directly to related parties when they n i+ Il 1lu...rmn J. duties as di J...vers, helpers .1..-~ and ..I ofleL.... arr11ployees ..1.......,.. directly ie,. i o ua.vcr•ti v.. nn ^r pefL. in~ioL equipment maintenance/repair for residential and business customers. Include fringe benefits, taxes, employer contributions to union and governmental programs, workers compensation or any other statutory costs. Indicate whether this is an actual count of labor hours or an extrapolation. Explain allocation method used. WAGES OF OTHER OPERATING PERSONNEL: Include wages paid directly to drivers, helpers and other employees, that are not related parties, directly involved in collection or equipment maintenance/repair for residential and business customers. Include fringe benefits, taxes, employer contributions to union and governmental programs, workers compensation or any other statutory costs. Indicate whether this is an actual count of labor hours or an extrapolation. Explain allocation method used. FUEL & LUBRICATION: Include the cost of gasoline, diesel, or other fuel and lubricants necessary for collection vehicle operation. Include fuel taxes but not road use taxes. Do not include the costs of Officer or Shareholders vehicles. EQUIPMENT DEPRECIATION: Include the total amount of depreciation for this period for property used directly in connection with solid waste collection that is shown in the operating property report (Schedule IV). Use only the Straight-Line method to calculate depreciation even though other methods may be used fortax or book purposes. Use only the Federal cuideline lives that were in effect when the property was acquired. If allocations are used then explain and show calculations. EQUIPMENT MAINTENANCE AND REPAIR: Include the cost of parts and materials used, labor employed and bills paid for repairing, greasing and washing of collection vehicles. Include the replacement of lichts, batteries, horn, tire chains, tires, tubes and all other equipment of collection vehicles. Do not include the costs of replacing encine transmissions, rear ends, compaction equipment or other capitaiiZed and depreciable items. Do not include the costs of Officer or Shareholders vehicles. Do include road use taxes, the cost of rental or leasinc of tires, tubes and other components of collection equipment. Do include the cost of short term (temporary, usually one month or less) rental or leasing of equipment used while permanent equipment is being repaired. Include the cost Cf repairs and maintenance of buildings, shops. caraces, storage facilities, grounds and' related equipment based on the actual' percentage CT Use in the solid waste collecticn operation. including the utility costs such as !ichts. heat, power and water. DISPOSAL FEES: Include the cost for the use of dump grounds, tipping fees and disposal facilities. Do not include the cost of operating or maintaining a disposal or dump _ facility. FRANCHISE FEES: Include franchise fees paid for the rights to collect solid waste. INDIRECT COSTS SALARIES OF RELATED PARTIES: Include salaries paid directly to all related parties when they perform duties as office and administrative employees, and officers directly involved in the solid waste collection operation. Include fringe benefits, taxes, employer contributions to union and governmental programs, workers compensation and other statutory costs, etc. Indicate whether this is an actual count of labor hours or an extrapolation. Explain allocation method used. SALARIES OF OTHER MANAGEMENT PERSONNEL: Include salaries paid directly to all non-related office and administrative employees, and officers directly involved in the solid waste collection operation. hiclude fringe benefits, taxes, employer contributions to union and governmental programs, workers compensation and other statutory costs, etc. Indicate whether this is an actual count of labor hours or an extrapolation. Explain allocation method used. OFFICE EXPENSE: Include the cost of office forms, binders, stationary and supplies, telephone service, office equipment rental, computer time charges, postage and other incidental expenses incurred in operating the office allocated directly to solid waste collection operation. Explain and s.hew allocation calculations. ROAD TAXES. LICENSES: Include all taxes and licenses, not listed elsewhere, paid to federal, state, local or other taxing bodies in connection with the operation of the solid waste collection business. Do not include taxes on fuel. REAL PROPERTY TAXES: Include all real property taxes and licenses that are not listed elsewhere. RENT ON BUILDINGS. EQUIPMENT. ETC.: Include all rent or lease costs for buiidinas, grounds unds and equipment allocated tiredly tc the solid waste collection cperation. Do not ofiset rent expense by rental income received from sub-renting or leasing procemes. SALES AND ADVER-7iSiNG: Include the costs incurred in the solicitation of traffic and/or business. Include advertising, tariff and schedule costs., lees for tariff associations and other business promotion expenses. Co net include costs for advertising or promoting recycling. PROFESSIONAL FEES: Include fees for professional services such as accounting, legal, engineering, etc. INSURANCE: Include a!I insurance costs incurred in providing protection to business personnel and property. _=rd :o satisfy pudic liability requirements. Do not include er plcyOe benefit insurance 'isted eisewhere. OTHER COLLECTION COSTS: Include costs of labor and material in sanding roadways; removal of snow and ice; bridge, tunnel, road and ferry tolls; uniforms, including their c but t traffic .e.__ ~ care; fines for weight violations, bu no.t infractions; and other simila. :items not included elsewhere in this report. If allocations are made, explain and show calculations. Also include education, training, and convention costs here. OTHER COSTS INTEREST COSTS: Include ail interest charges, fees and other costs incurred in the process of financing business operations. Do not include interest costs for financial activities of the business not directly related to the collection of solid waste, such as investment, stock acquisitions, business acquisitions, shareholder vehicles, etc. EXTRAORDINARY COSTS: Include any special costs incurred during the period that is directly related to the collection of colied aJ a business. (cor instance, liability claims paid when not covered by insurance.) Include a detailed explanation. SCHEDULE II SUMMARY GRAND TOTAL NET. INCOME: Compute the differences between operating revenues and operating costs. Indicate clearly if costs exceed revenues for the three columns and explain why any losses have occurred. PROFIT PERCENTAGE: Compute the profit percentage by taking the Net Operating Income or (Loss) and dividing by the sum of Revenues (Drop Sox Revenue + Recycling Revenue + Residential/Commercial Revenues, including other operating revenues). SCHEDULE III - COLLECTION PROPERTY AT PERIOD END Information for each classification of solid waste collection related property owned at the beginning of the period, acquired or retired during the period and the remaining balances at the end of the period shall be reported in Schedule IV. Use the straight-line method of depreci4M1IinV 1n 1 calculation i1Js1ing the federal guidelines lives in effect when the property was acquired. Three columns are provided as in the income statement Schedule ll, using the same column definitions. SCHEDULE IV - RETIREMENT OF COLLECTION PROPERTY Show the net book value (may be different than shown in Schedule III because of different book or tax methods of calculating depreciation), sales prices if any, and gain or loss of solid waste collection related property sold, disposed of, traded or otherNise retired from the operation. :@zwannr't.44 Adhk RECEIVED WASHINGTON COUNTY. JAN 0 6• 1495 7 ON CITY OF TIGARD January 4, 1995 TO: Unincorporated Countv Franchised Solid Waste Collectors FRONt: Lynne Storz RE: 1994 Annual Financial Report Form Enclosed you will find the Annual Report to Washington Countv for calendar year 1994. Over the course of the past year, we have worked with both a regional rate group and our SWAC rate review subcommittee to clarify the form. Please take note of the resulting changes. First, the due date for submission of the completed form has been chanszed to 'larch 15, 1995. This change corresponds with the due date of most other iurisdic:ion:. The second most significant change is that you are no longer required to break out Indirec: Costs per program. Indirect Costs will only be entered on the summary page. Next, "ve have requested additional program information (refer to pages 3-5), which may be viewed as optional for the 1994 form. -Next year we will require the information. We rave attempted to clarify the definitions or terms such as truck hours. direct labor hours, etc. (refer to definitions section page 39). If you have any questions as you are completing the form, please call Larry Eiseie or myseif at -a 3-3009. The completed forms are due in our offices no later than March 15, 1995. Our address is 1 55 N. First Avenue. Suite 200. Hillsboro. Oregon 9712-'. Please meet your deadline so that .ve may meet ours. We .vill not start the process until we have ail forms submitted. Our eoal is to Complete the re~.~ie~.v by Nlav 1 , 1,9L CpmClete the zz; nc Board (If Con;.: is:ioners review Lv June 1, 1905 and -a\.e an'. rate revision; in etreC: 7\-•,,•1. 5. c: Solid Waste Advisory Cp,;,mittee -ecnnicai Committee .ate^~per- Suilivan. Preston. T,or?rimson. Dawn Lucinio. Haulers Association Cesar:^ent c' rear,i 3 -urran Services 55 vcrn. F:rs: Averue HIsccro. orercn 97"24 Vt,'r.-.°cr " +503) 540-3555 Acmir.istraticr. 3 ?,arn.rc: 5Ca1 _ _-=C ,10 5021 i43-136c* MINE IN AMM- OEM ANNUAL REPORT TO WASHINGTON COUNTY, OREGON FOR THE YEAR ENDING December 319 1994 _ This report must be filed no later than March 15 of each year. (Name) (Address) (City) (State) (Zip) (A Solid Waste Collection Company) ANNUAL REPORT TO WASHINGTON COUNTY, OREGON FOR THE YEAR ENDING December 31, 1994 The County shall maintain the confidentiality of the attached report to the extent allowed by the Oregon Public Records Law. However, the County may provide information obtained pursuant to this franc!iise to other governmental agencies involved in the regulation of the provision of solid waste services. If such information is shared, :he County shail. prior to aelivery of :he information, receive a written assurance from the receiving agency that the confidentiality of the information shall be maintained to the extent allowed by the Oregon Pubiic Records Law. CRIGiNAL to be mailed to: WASHINGTON COUNTY D_?". OF HUMAN ScF;VICES t 5^ N. 1 S- AVE.. HILL SECRO. CR 97 17-1. DUPLICATE to be retained by the filing company. TABLE OF CONTENTS GENERAL INSTRUCTIONS 1 GENERAL INFORMATION 2 PROGRAM SHEET 3 21 ANNUAL COST REPORT - SUMMARY AND NON-ALLOWABLE COSTS 7 REVENUE SHEET 8 DIREST COSTS SUMMARY 9 INDIRECT COSTS - SUMMARY 10 DETAIL SCHEDULE OF "OTHER" ITEMS LISTED IN SUMMARY REPORTS 11 CUS' ALLOCATION COMPUTATION WORK SHEET 15 CALCULATION OF OFFICE IN HOME AND YARD AT HOME 16 DIRECT COST FOR EACH PROGRAM AREA 17 GUIDELINES FOR RENTED PARTY SALARIES 28 a RELATES PARTY COMPENSATION 29 ADDITIONAL FRANCHISES COMMENTS 30 ACCSUAL WORK SHEETS 31 OATH 34 SUGGESTED STEPS TO COtiiPL="= ANNUAL ,.=?C 35 UNIFORM SYSTEM OF ACCOUNTS AND INS7RUC71ONS 36 SUMMARY PACE INSTRUCTIONS 40 SIR= AM, GE14'r-R-LINSTRUCTiONS: Answer every question on this form. Study this form and the instructions included at the end very carefully and provide accurate answers. Where the word "None" fully and accurately states the fact, it may be givson as an answer. This report will be used to evaluate the franchise holder's performance and may result in revision or revocation of a franchise agreement. Print clearly or use a typewriter. Use extra sheets to clearly state your position, clarify the facts, show allocations or prorations or assumptions made and any calculations necessary to arrive at the information presented. Incomplete or late reports cannot be orocessed oroperly and will delay the analysis for the entire system. WASHINGTON COUNTY ANNUAL REPORT - GENERAL INFORMATION LEGAL NAME 09A NAME CONTACT PERSON STREET ADDRESS MAILING ADDRESS TELEPHONE NUMBER ( 1 FAX NUMBER( HEM TYPE OF ORGANIZATION S-CORPORATION C-CORPORATION PARTNERSHIP SOLE PROPRIETORSHIP DATE OF FISCAL YEAR ENO IS YOUR OFFICE YOUR HOME? DO YOU PARK AND MAINTAIN YCUR VEHICLES ONLY AT YOUR HOME? OUTSIDE ACCOUNTING FIRM NAME ADDRESS TELEPHONE L CONTACT LIST OTHER COMPANIES C:~:NED CF CONTROLLED BY THE FRANCHISEE OWNERSHIP INFORMATION TOTAL WA.CO. NAME TITLE MCFICENT CWNERSHIP SPENT SPENT =NIPE~ISA i?CN air S as pia 3 5 PROGRAM SHEET WASHINGTON COUNTY • PROGRAM DETAIL INFORMATION Will MULTI-FAMILY: Total WvdL County Cwm8fty Frovd ism Area . NUMBER OF BILLING POINTS (AVERAGE PER NEED NUMBER OF UNITS (OPTIONAL 19941 NUMBER OF CONTAINER PICK-UPS WVERAGE PER 'MEEK) I NUMBER OF YARDS (AVERAGE PER ,NEEKI ANNUAL TONNAGE 1 NUMBER OF WLES PER YEAR DIRECT LABOR HOURS TRUCK HOURS MULTIFAMILY RECYCLING. NUMBER OF 31WNG POINTS (AVERAGE 'ER 'MEEK) ~ j NUMBER OF UNITS (OPTIONAL 19941 NUMBER OF S?-OUTS ;AVERAGE PEA 'MEEK) NUMBER OF MILES PER YEAR Ask, OIREC' LABOR HOURS I TRUCK HOURS COMMERCIAL NUMBER OF 31LLING ?OINTS 1AVERAGE PER 'NEEK) j NUMBER OF 3USINESSES ;OPTIONAL 19941-- I i NUMBER OF CONTAINER PICK-UPS (AVERAGE PER 'MEEK) NUMBER OF YARDS )AVERAGE PER :JJNUAL TOYtJAGE ! { 1UM9E3 .F %IIL:S .'ER YEAR f LABOR (CURS j 7t;CY HOURS ZOMMERCIAL RECYCLING: 'JUI.IBER CF 31LUNG POINTS NIUMBER OF 3USWESSES OP':ONAL :3241 'IU',19ER OF ci•JUTS AVERAGE PER %VEEK; 9U'•12c.. CF MILS ?ER 'EAR 7!Re -ASOR HOURS L PROGRAM SHEET mom WASHINGTON COUNTY • PROGRAM DETAIL INFORMATION DROP 80X. Tatal 'Mash. County CmY franchise Area NUMBER OF REGULARLY SCHEOULEO PICX-UP3 PER YEAR NUMBER OF ON-CALL PiCX-UPS PER YEAR NUMBER OF DROP SOX PICK-UPS PER YEAR (total of above) YUMSER OF COMPACTCR PICK-UPS PER YEAR `JUMSER OF YARDS AVERAGE PER WEEK( INNIfA! TONRArea NUMBER OF MILES ORPIEN 91RECT LABOR HOURS MUCK HOURS DROP SOX iECYCLING. NUMBER OF DROP SOX ?ICK•UPS PER YEAR NUMBER OF COMPACTOR PICX-UPS PER YEAR ANNUAL TONNAGE VU F MILES ~RNEN 3UIERSOR HOURS 7RUCK HOURS 3ESIOBMAL: WIVISE:R OF TLUNG ?DINTS :AVERAGE PER 'NEEKI ;Total here. Detail Seiown INSIDE MSG OUTSIDE NSD i MBER OF UNITS .AVERAGEE PER 'NEBKI Total here. Oetaii Selow): 64S;OE NSO :URSA::1 OUTSME !ASE RURAL( ;NUMBER CF ,CANS AVERAGE ?ER 'MEEK) ;Total here. atad beiawi: :0 3AL.CN _.aS :I BUPA:. 32 3ALLON ; IS Gk: -Z-14 .ARTS ;URBAN : RURAL SO GALLON .ARTS ;R'EAN RURAL) ?0 3ALLC:I CAR'S _REA:I RURAL! "INUAL -C:JNAGE i i •IUMBER :F MILES E3 E;n ~ ~ :IRE OR :iccRS R s i PROGRAM SHEET WASHINGTON COUNTY . PROGRAM DETAIL INFORMATION RESIDENTIAL RECYCLING: Total 'Nash. County Company Franchise Area F NUMBER OF BILLING POINTS NUMBER OF UNITS (OPTIONAL 19941 NUMBER OF SET-OUTS (AVERAGE PER WEER) NUMBER OF MILES PER YEAR DIRECT LABOR HOURS TIaIUC\ 11VU1I1S YARD DEBRIS: NUMBER OF BILLING POINTS (AVERAGE PER WEEK) NUMBER OF UNITS iOPT1ONAL 19941 NUMBER OF SET-OUTS (AVERAGE PER WE_K)ITotal hen:. Detail helow) 32 GALLON BAGS 1 35 GALLON CARTS 60 GALLON CANSiCARTS DIRECT LABOR HOURS I ) NUMBER OF MILES PER YEAR TRUCK HOURS ANNUAL TONNAGE (conversion factcr of yards w tons: 640 pounds ,er cubic yard or 3.1 yards per ton.) MEDICAL WASTE: SERVICE PROVIDER i 4 NUSiBER OF BILLING POINTS (AVERAGE PER 'WEEK) NUMBER OF UNITS (OPTIONAL 19941 ' NUMBER OF P)CK-UPS !AVERAGE ?ER WE_K) I j `:UMBER OF :MILES PER YEAR 34RECT LABOR HOURS I I I TRUCK HOURS HOUSEHOLD HAZARDOUS WASTE: `1UmBER OF EVENTS PAR T iC;P, ED e WP " COMPANY NAME: WASHINGTON COUNTY ANNUAL COST REPORT - SUMMARY AND NON-ALLOWABLE COSTS Una Total Total No. Company Wash. County Operations Operations Elm 1. REVENUES ifrom line 21) OIHECT COST OF OPERATIONS )From Urts SS 3. GROSS PROFIT Tine 1 lass Cute Z { 4. INOIRECT COST ;from line 93) S.:NCOME FROM OPERATIONS Xne J feu be 41 ADJUSTMENTS TO ALLOWABLE COSTS: 5. ROUTE PURCHASE-WI ifrom Gne 911 7..ROUTE PURCHAS'AMORTIZATIC4 (from line 39) 2..3NTR!BUT.C.IS fran !ine ;01 J 9. FEOERAL'S7AT AOCAL INCOME TAXES (from wherever incudedl 10. GAIN ON SALE OF ASSETS (from be ZQ) 11. OFFICER'S L`i -'INSURANCE PREMIUMS ifram Cane 61 at wherever indudeal I 31RECTCR*S FEES ;tram Core S1 at wherever includedl I 1 I.I. Gina NON-ALLO'rfABLE COSTS (from wherever included) .4. OFFICE IN 401AE ;from work shunt) I ! 1 1E. Y7.AO AT 3CNIE .from worx sreetl i i l ' .S. TOTAL AOJUST.MENTS total :fines 5 thru 1-9 .T. aL.3VVA3LE FRANC4tSE COSTS ,Tine Z plus be 4 sinus line 161 -E :ine :.anus .;ne Fat F!7 ?°_3CENT.IGE I~ Ask 7 116 7 WASHINGTON COUNTY REVENUE SHEET F I- M ,ine Total Total No. REVENUES Company 'Nastt.counly Operratidns Dparatians I& CROP BOX REVENUES 19. CROP BOX RECYCUNG REVENUES' 18a. RESIDENTIAL REVENUES 19a. RESIDENTUII RECYCUNG REVENUES' 18D. MULTI-FAMILY REVENUES _ :90. MULTI-FAMILY RECYC::VG REVENUES' I , .Sr- COMMERCIAL REVENUES :Pc COMMERCIAL aECYCL:S113 MENUES' :9Q YARD DEBRIS REVENUES :3e AL WAS -,c REVENUES '8f. HOUSEHOLD HAZARO 'HASTE REVENUES ;0. OTHER REVENUES 11. TOTAL REVENUES I crc:ing revenue refers !a ;roceeos from sale of mcrclaele :material and :oes gat 'nca:de :.:e .-ec dng ,or!;or.. of :odec::on revenue.) WASHINGTON COUNTY - OIRCCT COSTS . SUMMARY 70!-Re= M FOn EACH LINE ITEM WHEN POSSIBLE. -0 ALLOCATE COSTS 8E'P.VEEN WASHINGTON COUNTY FRANCHtSEO APERAricros ANO rOTAL =DMPANY OPERATIONS USE T14E OO SPECtFIEO ,N THE RIGHT HANG COIuMN FOR EACH L NQ ITEM. 7ota1 Canoe w:.( _TC C.........T.v..S Co•remons- beanon %+•tno0 22. W(qq - Route Omrera. HNom%. and Alma Owect , -ruck Hours .3. wages • Meatetue "'Uck Hours I'a. PeyrMJ Tax EXDW" Truck Mows 25. MaAcsl Insurcrtce Trucit Hours Pw atom Man E%oen3e -nJC% M01X! ;7. Workan C.anoansetion Inswarres Truck Hour! .5. OtnW 5atmtits -ruck Hour! 29. Trvo" am Worker Salem Truck How$ r.~ 30. F(rel rn.'K Hn... _ 11. RWWS S Maintenance - Venlaw Truc% Hours 31. Attown & Marnt. - Contmners S Cm f Truck How3 11. Raosas S Mamtenanee - Otner £awornatit TrueK How% 3a.. Reows S zaa.ntena %ce - Y3fo ' Buriangs Truck Hours 1 35. Dsaraaatton - Veniaee Truck Hours 36. oaora union - Carta nws S Cm Contaa+eri 37. Zeofectsvon • ome,r Eawoment li I Truck Hoofs 33. ]eoreaanan • yira . 9-c..gs ue% HOUri I I I 39. Oisoosal tow Actual Oirect 40. Racvainq Ca-oo Payments I Trut:4 Hours it. .aaCVC:1.9 3ina I I 1 Trucx HOw% a$, $Utloliw I i I Truri x i+cur! ,Q. YartlRent Truu Hows ii. Vgn¢le Zent ; j 1 i -'LCt -CUn I ~ S5. --ter _awom Mt Rent J.R YCUfS 1 io. :nsur3nce I ,1 I 'ruc% Hows i 1 • ucenses F?ea I _ JCK Haur3 4 ' i i?. S'r--nar;es i I T:UGR Hows :J. :MtY93t •'l*M=3 I TrJGK HGSUS Sat •'.-^'3:r S.s _3f!S 1 I I T'JGR ~Ct1r1 rater Ss: ..:rlr -G( -.1 1 1 53 n;sres: .r. 3-c:'-, i I f ''cc. -tows ~ L ji ~;^If Zovv,cna, cense9 i j l I S -'JCR ~04ri ' I r wASHINGTt7N (:JUNKY • INCIAECT COSTS - SULIM"Y use AM" COSTS r4m EACH Vela ITEM WHEN POSSIaLE. TO ALLOCATE COSTS efRWM WASHINGTON COUNTY iRANCHISED OPERATIONS ANO TOTAL COMPANv OPERATIONS USE, 't AVOCATION METHOD SPECLPIEO IN rHE RIGHT NANO COLUMN FOR EACH LANG ITEM. Leta rata CJmoom, Wastttngton County use rlvs .40.:NOLRECT COSTS Otxwawns Prancrrsea Operations Asbaaaon Motnoa sG ant SaLwas Owen Laaoe Ha•i s 57. Msnsoment Pavran Tax Eeoonse Direct I- Hours $6. Men"ement Matalcaf Insurance Direct Laver Hours $9. Met"gernate Workers CstnOWWMOts Direct Laaar Hours 60. Management Penton Man Cxoane Direct LAW Hours 61. Managament Diner 3anants Direct L40W Mows d« AantrsW*me Sa/anes Customer Count 63. Aamwustrettve Payee Tax Exoatse Customer Cow~t d1. AdImwltsttatme MW(Cal Insurance CWtamer Count 33. Aaminlstrattve workers ~:omagnsauon :~stomN taunt j 66. Aatmrrstrativa Panaton ?tan 9xoenss Customer Count 67. AamwYstraave Ctner 3enotits Customer Count uC..'.MCa Rent I Cstomer _.:unt S9. Aavaasing atw PVDIIC ?cuwaon Cstomer C.:unt 70. Comnbunons C.atomor Count 71. Protassmnei P"s Revenues . Z. mg S :vorter Sarety C,r!e: Laeor Maws '3. 'n wince 1 I C_s:otntr Cunt 74. reteonone Castanet Count S. U;iatlas Cwtolnar Count 76. F~cp*m Taxes.teensasrfees Direct uoor mows Dues S $.Zs=,QtIQr s Revenues 'S. Decteaanon-otmes xn(aing :,stomer Count I 79. Dearmaue-otfics ecwamant _ f CutomN ~_aun[ *C. Aeoaws S Atanntenance-orties I ~ i _..S:9nN ..hunt 31. Z esning 3na Malnterancs I v.:siJnN C.:un( _ 32'. E:L•Rxrant Rent31 I ~_spm!r •_nunt _u__..!s i I :_sterr.er :_un: 1 1 t A. M.Scellareaus Exce^se Revenues i I ' ?6. 7nvsntitealst:egnq ~ I j I 1 Revenues i ~i 13. Sae _!o:S ~ I Ac =•aI j i 34- aeon-Acute S .trnncvs ~ I I ~ ' ~ se:•:al I ' ?9. ar:r.•:3t•:n .~.~.r i ~ ~ i i .nal ?3.7'CT'AL NCIREL'T =STS ` i _ I I ..n,:w.~a ...:jai! +aNUwl dErUfli - OETAIL SCHEDULE OF 'OTHER' ITEMS LISTED IN SUMMARY REPORTS SCHEOULE OF OTHER REVENUES INSTRUCTIONS. Use this ltum to report the detail of the smeunts reported an lute .0 athcr operatktq revenues The descnpnon Would be a genutc desrs!phon of the source of the revenue and not scocifc items of the sour ce of revenue. When ses~ v!e awl T-ce of mhe! "e!!'i_n reve=l 11 M M~ r. ie a_. =i-i. +t:uciW 543ed an i l=ll tevemtes fe.q. grant money for mo mi VillIll! birtL etel ITEM OESCRIPTION TOTAL COMPANY WASHINGTON COUNTY OPERATIONS FRANCHISE MIEAATIONS r- { i ~ i ALL OTHERS ;LESS THAN 5500.00 OF TOTAL) I { ( i TOTAL II i ,I ENTER TOTALS ON LINE 20 'OTHER REVENUES' IN ANNUAL REPORT. Adk 11011111111 SC03HR.E OF 'MM BENEFITS' is DIRECT COST OF WSWIGNS IRSTRUCTIOSS Use this form to report the detail of the amounts reported an !ine 23. other benefits an direct cost of oaerationsl. Pravido detail fnr the total amount in aach :olumr.. the description should be a generic description of the purpose of the e:pense.When passrblo use ac=W to report amounts in eaen column. If an allocation is necessary, allocate base: on snack hours. i ITEM OESCRIPTION I TOTAL COMPANY I I WASHINGTON COUNTY ~ i OPERATIONS ` FRANCHISED OPERATIONS I { i 1 L i II ' I AL: OTHER .LESS THAN $500.00 OF TOTALI i I 1 -7101 T:-. AL - W-ER TOTALS ON LINE 2B. 'OTHER SEIETTTS' IN AXXUAL REPORT. WASHINGTON COUNTY • ANNUAL REPORT 3C1:w'v'L`c GF 'u ii rin iYupSll$TEO IN SUMMARY REPORTS Aghk SCHEDW OF OTHER OPERATION EXPENSES i SS111f 013: Use this forms to report detail of the amounts reported an tine 54, other operational expense. Pro rids detail for the total amount in each column. The dreription shove II4 a die description of the ptupaso of the expense. Whom possible oss Wood to report amounts in each cohmse. It am allocation is necessary, allocate based an crock hours. I ITEM DESCRIPTION TOTAL COMPANY WASHINGTON COUNTY OPERATIONS FRANCHISED OPERATIONS - ~ t 1 ALL OTHER (LESS THAN $500.00 OF TUTAU TOTAL i MIW 09 UXIE 54. '717HER OPERATIOXAL EXPENSES' IN ANNUAL REPORT SCIIEISULE OF OTHER BENEFITS O19MGM137T IN 180IN£I.T COST RAT 1M'rRUCnOI8S Use this form to report detail of the amounts reported on tine 61. other benefits (managemand in indirect cast. Prey de detail far the total amount in each -ol!mn. The iescription should be a generic description at the purpose of the expense. When passible use aettW to report amounts in each column, it an allocation is necessary, use direct labor hours. 1 ITEM OESCRIPTION TOTAL COMPANY WASHINGTON COUNTY OPERATIONS I FRANCHISE OPERATiONS I j iI ALL CITHER QESS T4AN $500.901 I I I _9T i (Ta TOTALS 04 LINE 51. 'MANAGENIEVT OTHER BEYEciTS' IN ANNUAL REPORT. WASMNGTON COUNTY • ANNUAL REPORT DETAIL SCHEDULE OF "OCHER" ITEMS LISTED IN SUMMARY REPORT SCHEDULE OF OTHER BENEFITS LAOM MMVI In IrMHECT LIST asincTCOfm Use this form to rope" detail of the amounts rapartaA as line 67, oilier benefits ladministradval in indirect Provide detail for the total amount in each Co Th.• description skeuld ba a generic description at this purpose of the expense. When possible use actow to report amounts in each column. If an allocation is necessary, allocate based or antaner taunts ITFIrA OESCP.IPTION TOTAL C"PANY WASHINGTON COUNTY FRANCHISED OPERATIONS OPERATIONS 1 ALL OTHER (LESS THAN $500.00 OF TOTAL) TOTAL III TD?ALS OM LISS 67. °ADSSIMSTRATItfE OTHER BERBI IN ALZM REPI SCHEDULE OF IdISCFLLAMEOUS EXPEBSES LSSCIAIGITOM- Use this loom to report devil of the amounts reported an line 85, miscellaneous aapanse indirect costa. The description should be generic description of *,he purpose sf tho expense. When possible use scusI to report amounts in each column. If an allocation is necessat, allocate based an hauling revenues. ITEM DESCRIPTION TOTAL C13MPANY WASHINGTON COUNTY. OPERATIONS FRANCHISED OPERATIONS I L I j I ALL OTHER LESS THAI $500.00 OF TOTAL! i TOTAL EFM TDTALS ON UXE M"MISCPiLILNEOUS EXPEASE' IN MOUAL RE20ITC _ :3 'z Big- WASHINGTON COUNTY ANNUAL REPORT COST ALLOCATION COMPUTATION WORK SHEET 19STRlfr?tr]KS_ Use rhi_ =-:6. rhea; 'm co-arguia tiro vaiiuus allocation methods for the annual report. ran TRUCK HOUR ALLOCATION If estimated, the method used must be fully described or allocations may be redone by the County or its agents. ARE THESE HOURS BASED ON ACTUAL OR ESTIMATES? IF ESTIMATES, HOW LONG A 'TIME PERIOD WERE THE HOURS ESTIMATED FROM? WEEK MONTH GUARTER ANNUAL WASHINGTON COUNTY FRANCHISED OPERATIONS TOTAL O°~ ATION's Truck hours ! HRS I 4RS Allocation percentage ( °6 I - IGO y, OIRECT LABOR HOUR ALLOCATION If estimated, the method used must be fully described or allocations may be redone by the County or its agents. ARE THESE HOURS BASED ON ACTUAL OR ESTIMATES? _ IF ESTIMATES, HOW LONG A TIME PERIOD WERE THE HOURS ESTIMATED FROM? WEEK MONTH QUARTER ANNUAL WASHINGTON COUNTY TOTAL COMBINED FRANCHISED OPERATIONS OPERATIONS Oirect labor hours ` HAS I HRS Allocation percentage , % - JGO ?5 IN I~iJJIIJIYIC.I 1~NNIy1 Mi~VtI i.,1l1U:Y _ - - REM Use average customer --aunts ;ar -he year. { WASHINGTON COUNTY i TOTAL L I FRANCHISED OPERATIONS 4 OPERATIONS Solid w3Ste :u-Storne-rs I Allocation Per--images - :00 REVENUE ALLOCATION WASHINGTON COUNTY TOTAL FRANCHISED OPERATIONS i OPERA T IG'JS Cadec:ion revenues ;line i _ (s ! s i i AIIOCaiIOn ]erCe:ltaC?S vo 1 - IGG% 'S WASHINGTON COUNTY • ANNUAL REPORT CALCULATION OF OFFICE IN HOME AND YARD AT HOME INSTRUCTIONS. Some haulers choose to use their home for their office. If you maintain an office in your home and do not have an office at another location you will he allowed to take a deduction for office in home expense. To simplify the computation, a standard cost per square feat is allowed. INIM Similarly, a standard cost per square foot for those who have a yard at their home to park and maintain vehicies is allowable but only if the hauler does not havo a yard at any other location. PLEASE NOTE: If you choose to use these office andfor yard at Items allowances do not report office and yard excenses in the Detail Cost Report under Direct Costs of Operations and Indirect Costs of Operations. These expenses include yard and office rent. utilities. property taxes, property insurance. mortgage interest payments and arty other direct costs associated with maintaining the office andfor yard. If you have an additional facility such as a shop or maintenance building you may include these related expenses in the Detail Cost Report. OFFICE AT HOME CALCULATION SQUARE FOOTAGE OF OFFICE IN HOME STANDARD COST PER SQUARE FOOT PER YEAR s7.00 OFFICE IN HOME ALLOWANCE ENTER TOTAL ON LINE 14 (TOTAL COMBINED OPERATIONI AND IF NECESSARY, ALLOCATE AMOUNT BASED ON CUSTOMER COUNT. YARD AT HOME CALCULATION ASK SQUARE FOOTAGE OF YARD AT HOME STANDARD COST PER SQUARE FOOT PER YEAR $2.50 YARD AT HOME ALLOWANCE S ENTER TOTAL ON LINE IS (TOTAL COMBINED OP.,',ATIDN.2 ANC. OF NEC€~SARY. ALLOCATE DST H.:SED ON TRUCK HOURS. AMI, am - •5 WASHINGTON COUNTY - DIRECT COSTS - DROP BOX VSE ACTUAL COSTS FOR EACH UNe ITEM WHEN POSSIELE. TO ALLOCATE COSYS 9erwM WA$Nw=N COUNTY FRANCHISED OefAATIONs Amo TOTAL COMVANY c?rfRAnONs use T1.• ALLOCAnON METHOD SPEC:F'IEo IN THe RIGHT HANG COLUMN FOR EACH UNE ITEM. JM r=;-.: use nra W3. 0!P.ECT CD=TS OF OI'-uaw; rWv5 Oowswxv Frr"gum a Ooarenons Akocano+n Methoo wages - Routs Orrrr3. 417pers, ana Otnw Olreet Tract Mond 22. Wapee - Meenreo Truck Hots 24. Psv"m Two Exconss ~ stuck ►tar3 :s. Maaeal tnaurance Tmuck Mmes Is. Pmntaon pion E■xnso Truk Hoes :7. wormers Carrormanon Insurance Track Mears :S. Other 9enetlts Tnuk Hours :9. Tramrp and :Yorker SatetV Truck Hots I 70. =uG Truck Hows 11. asoars & Mamtensnco - Vreclte Truck Hots 12. ieoars s Mtuett.. Cancwws S Carn Truck Hour 11. mat ws s Mamtanence . Other Eawument Truck Hours f Ja.. itows S 4amlanance - Y310. 8udang3 Truck Hour 13. Doweastion - VenWek Trunk Mows 36. Deoreaaaon - Cantam"3 & Carts Gntamers 3.. 2acreCanan • Zmef E:YlOnrent Truck :•faurs :9. Oeorec:atwn - Yara. 9ufnamgs f ! ~r1CR 401.ff 19. 0400a411 fees Actu:Y Mroct 40. decrarq :---co Psvmenn Truck Mows at. gecvClmg Sins 7MCR r Cuts a2. Suoonaf Trucs Hour a;f. Yua Aent I 1 TNCk Hours - L 'l7nC:e a.r. I 4 -'::Ck f'C4:S f I I{I{1 a?. C::'Y .--•3fn ant aenr I f -FUCK :rOUrS f TrucR Hours ao. :rsuranct _ I a' _c7rses c.es 33. --],cafe =s-s I -,,,a ..ors ~ ~ ,_t riurf ~ a?. ~4:~alf ~!S 7a7. :nterSst • • tm-C'e1 ! TrUtR f'OWf .f'~S: .-.1n:71rar S ~3f •S ~ I ~ TIUCa !3Ufi 1 I 'nt l.'!St X1:3 3wlcln-, I I i T"iCR •'~4rS 51, ~:~N ..craw", _.a3er Set i I i T:•:C[ ~_Ur - ; I WASHINGTON COUNTY. DIRECT COSTS - DROP SOX RECYCLING USE ACTUAL COSTS FOR EACH UNE ITEM WHEN POSSIBLE. TO ALLOCATE COSTS 81TwE'EN WASHINGTON COUNTY FRANCHISED OPERATIONS ANO TOTAL COMPANY OPIERArioNs Use TI.,, A .LOCATION METHCO SPECIFIED IN THE RiVeir vAND COLUMN FOR EACta LINE ITEM. Toted Cvnosnv wear"ton C•tunrv use TMs No. COSTS OP OPERATIONS Oomww s F,wKrAeed Otwratiorl Attoeatlon Matnod Truck Hour '2. Wpea • Rarue Omrers. Hauler. aw Other oleo" 12. Wages . Measeruc Truck Hogs :e. Payed Tats Ekaense Truct Hours :S. Medeal insurance Truck Haws :6. Panwon Plan t?tuoarue Truck Hans 17. Warkers Comoonsanrrt Insurance 7ruc# Haws :B. Other Benefits Tnxk Haws :9. Ttwunq 3rd worker $Arety i -.•ICk wawa 1 30. rust Truck Hour 31. Reosm S Mantananee • vaepetes Truck Hours 32. Roas.rs S Mstnt. • Containers S Cats Truck Hours 23. Qeaaws Si Marntanance • Otrar Sawomem Truck mows Ia +aorrs S Mawt[snanea • Yard I BuJ®ngs I Truct Hors .S. Oeoreeuron - venictes Truct Hours :B. OaareCaoon - Cantarwa S Cuts I Contemners , a. anon -loner --Qwcmant I I 'ruck Hours f 39. OeWeclanon - Yap f 8wldirtgs Truck NOW$ 39. Mloo ed fees Actual Direct +0. RecyCinq Cana Psvmenr , ~1 I -YUCK Hairs 1 ~~u2a *+owa I At. Recvcinq Sins 111---•' auuCwi~: I I I Trutt Mews Q. Yaa Rent I LT uct Howl u venmca Rent I I ~ '••.ca Hours 44 ' t I +5. '-net Ecuuoment Rent I I "rota rrmntrs _ t 1 +6. mmuurance I j Truce Hours _ztnses !~vs -ours I Francnmse -ees - I ' { m -c, rleurs I sirens ,es j I(1--T-ru-CR~N-Ow=-_~ 5J. Interest - venmetes I I1 ruck Hours _ I 1 :A:erest • Containers i .:ar-s '-_ca nm rs I :ntersst • v^:r+ar c=omsnt . •,cc haw: 1 :I. . Taro . a IC.rq '•vet r-otrs .".9erat:Onar 2 oenle'a I rC\ •~CIfS i WASHINGTON COUNTY • DIRECT COSTS • RESIDENTIAL FuSe TUAL COSTS FOR EACH UNE ITEM WHEN POSSIBLE. TO ALLOCATE COSTS BETWEEN WASHINGTON COUNTY FRAMCMSED OPERATIONS AND TOTAL COMPANY ORRATIONS USE n. TION METHO D SYEC:FtED IN THE RIGFIT NANO CBLUMN FOR EACH UHE i'f1:K. r TOtsl can;:77 waamngton Cowry V" TMa -A9L NO. DIRECT COSTS OF OPERATIONS Ooatsusrle krcraeeo utswenore AlleeaWn 144~ :2- Wtpfr • Route Ortuen. Hcfwra. aIW Otfter Olrect Truck Noun :3. Wegse • Medteauc Truck Now$ :A. Perron Tea Ekpwtm Tuck wawa :5. MeakNo tnaxatce Truck mows :p. tense" Plan Eaoertae Truet nova Walters Carnponaenon Inawance Truck Hours :9. Omw 9snsrlts Truck Mows ,9. Trartrnq 3m Worker Safety Tuck NdN7 Truck Now% .1 V. Nei 31. Racum S Maerttatanee . Veffdes Truck Howe 7 : Accaws S Mara. - Cantadaen 5t Cm Tnrcz HOws 33. Reean S Mamennee . Omer ECummant I Trvek noun 34. aeoars 3t Marttaltanca • varc / 9uawpos 'nut HOwa 35. Oeaeamon - Vettidoe Truck Noun 36. Oows=tion - Canta nwi s Carta I Ca"rat"s" 0eorecanon • Otf+er 2awamnt ( I I Truck 'I0.,l IRV 38. aeceaanon • Caro i Swtdnga Truck Hours 39. DE3003 t flea Actual Oirect SO. RecyN+p Ca-co Pr,.msnts I Truck Hour 47, -serdtnq 31ns TrYCK Noun i:. swcoics I I~ TnKk HOwS Q. Vare Rent , L I Truck Mows - I 13. a,ve Genf 4 I I ~rYCK "OWs L~ 1S. C.,w =':uttJn M[ ?ent Tluc. How% 1b. uKwance I I ~rYCk Hpwf 1 1 I f 1~ J:Mtlf! ee5 ~ I ~ ! I ~rLCt '+OUft I Z.3r,zn.30 -t" t ~-y I a?. jur:^arsea ~-ffl eruct NOUra f 50. :ntmast - vwu4e2 li Truck Hows f I i I ' rYct `'Ctrl nr!•eSt Cznl-3 !vs Carts _ 1 I Z. nrerest • C:mer ?:u.cmtnt ` I ruck `rew! ' ••terest •'r act - 3wtemq I I Tf{KR NQUIS 1 L -ti ..:`er :eerancral Eacanaea ~ I ~ ~ Truct Howl 55. „-3L ZIREC-:ZS-S: I'll! lj~ WASHINGTON COUNTY - OIRECT COSTS - RESIOFNTLAL RECYCLING Jf&ACTUAL COSTS FOR EACH LING ITEM WHEN POSSIBLE. TO ALLOCATE COSTS BETWEEN WASHINGTON COUNTY FRANCHISEO OPERATIONS TOTAL COMPANY OPERATIONS USE THE ALLOCArioN %4MOO SPEC,FIED IN THE 41GHT HAND COLUMN FOR EACH LINE ITEM, • ram C'vn wn • aamnOton Caunfv Use Me No. COSTS OF OPERATIONS Ooarattorm Frenetweo Oorstrom Akocatt0tt aarroa 33 Wages . Routs On"m Helpers ano Otner Direct Truck Hours 22 Wspaa • Madsara muck Noun :4. ►evrok Tak EXII~ Truck Noun :S. medical Insufanee Truck>40ws :6. Pseaaron Plan Exaenae ruck flours :7. Worsen Carnaensatmn trcgrnncs I rnxk Hours :B. Ovw gene" Truck Hours :9. rrwmng and worker Safety truck flOUrt 30. Fuse f Truck Hours 31. Reoms S Mamenanea - vellklas I Trek Hour 32. Redman S mam. - C.Intarwa S Cuts 1 Trek Noun 33. Reoars S McMKenwcQ - OtnOr eauament -"ucK Hours 2A. Aeoavs S Makttenarrca - Yarn / Btaldlrps Truck Hours 25. Osaraasnon • veniCSa I Truck Hours 36. Oeoreaatlon • C_"Mners S Carts ! Contamem 37. aticn _:.cer ?tlcment } rreK Hours I 39. 0screeanon - Yard ' 3wld:n9s Truk Hours 29. Oisoasaa tam Actual OIract +O. ROC/C:LrQ CJ-JO ~2km Mt2 TrUCK HOUM +t. aecvctin9 3ina I 7rucK Noun A:. Suovies TrLtk lfOWs +2. yard RML 'nrcK Hours A+. Yen•C:e aert I ! I ":LC%.NOUf2 ' 1111 i _ 1 L$, 0- er S:aCrt:Mf Rent I I 'rUCf, .NOUr2 1 II}--. +o. insurance I I ~ I -fUC% NCW4 ..v . -r S2S C.tS I I "Ca . _WS i 1 43. F•]rc:+ua =tea i ~ 1 i ".a MCU•S 43. Surrargea 1 V~ uer Neurs So. :ntarest - VsmiCes fI I :•^JCK HOws .:efts: __'T3-vS 3 JCS •nteels: ..::-V SCW Cf:^Nt I I ''•tCa 'tOUfT I1 i3. aL •'r]rC 3v~ICfn~ I I 1 1 Ic%NC4f2 I S+ .~oeranensi °sotnaes x. No•.rs ~y .S. ".'AL 21FS. _:S73 1 )1 i 1 Miles! WAS61tNGTON COUNTY • DIRECT COSTS • MULTI•FAPAILY USE ACTUAL COSTS FOR EACH LING ITEFa WHEN POSSIOLE. TO ALLOCATE COSTS BETWEEN WASHINGTON COUNTY PRANCHISEO OPERATIONS AND TOTAL COMPANY OPERATIONS USE T}• ALLOCATION METHOD SPECIFIED iN THE RIGHT HAND COLUMN f 0P EACH LWE ITEM. Teraf C_.:._ Una r . :ii,-:faifrf Canty Use lTea No..7etKiT COSTS OF OPMATIONS Oomom koxm6e8 OOSetwns A ccal on AuenoC 27 wages . Pkum Om!w. Haoma afb other Olrea Tract Horan 23. Wages . Morlfar-c Tract Hawn 24. P.v, Tax Excanom - Trick HOW$ 23. AlsOfeal Ineuean.-a Truet Haws :7. Panaron Pow iExciarNse Truck Hows :T. Wottars i:JmOensltlen Insurance T!uct Hawn 2s. Omer aenarits Truck mows .9. Trsw" am Wor%w Safety 'ruck dews 30. Fuer I - 'ruts Hours 31. Reoars S Momenar ce - VerrrJes Trutt Haws 3:. Raosera S Mamt. - Canumners & Carts Truce Haws 33. Rows S Muntorumme . Otner Ecwommt Truck Haws 31. Rooars & Mantaname - Yam J Su"ings Tract Mows 35. 3aorectatlon . Venicias Truck mows 36. Osorecatron - Containers & Carts CJntamers ` 37. Occrecaanon • Otner Emoment I ` Tract Hens 38. Ocorecanon • Yam : 9wtefrq= Truck How- 39. Otsoc" fees AGUaf 011ec1 10. Reevcing C-- D Psvmants Truet Hans 41. Aft sing sins i -ruct Hours 42. Swou" 13. YarO Rent 7r clt Hours 11 'fen,; * ?en: TrucK Mcurs j 15. Ctrer E-wcment Rent I TrucK Mows 10. tnsYrenCa I ( ! TrucK Hours t I •:YCK M 1- csnses tees I ' curs -3 ?•trt use 4ss ~ ~ r'•.ca. _u•s -3. Sur: -.arcs ~ ' Truck Mows 1 ?J. :ntffest - VaNCes I I 7ruCK Hows 1 en • =cntam rs S Carts j ':ucK Mc.rs I i 1 'r;crest • ..:-x ?-women: I i 'rucK Hof.rs i -,r. 'nearest 'fare . 3ufteing ( I 7,... HOws :_N7t,Cnat Esc Mtes _ I _CC `feufT 55. '.,.ll 3:PEC7 _3STS• I j r WASHINGTON COUNTY - DIRECT COSTS • MUM-PAIALY RECYCLING JSE ACTUAL COSTS FOR EACH UNe ITEM WHEN MSSIQL:. 70 ALLOCAT: COSTS BETWEEN WASHINGTON COUNTY FRANCHISED OPERATIONS ANO TOTAL COMPANY OPERATIONS USE 'T.• ALLOCATION MErHOO SPECFIEO IN THE RIGHT HANO COLUMN FOR EACH UNE ITEM. 1140 Total Carromew Wanurngton C.%armv Use ftos No COSTS OF OPERATIONS Gowshom Fwwiwsod OOerersons Atraouart Method .2. Urayra • Route Omrem Helaera, and Other Oireet Track Hour 23. wagso - Maenereo rnack Hass 24. Peeroe Tax `x0ensa tract Haws :5. Nrncw Inwrtnce Truck Hours :6. Pe nudn Plan &osme rruck Hard 27. Woketa Canoensinon IMPMeMA Truck Hours .8. Other Banafits Truck Hans :9. -,Mu q Ana Worker Samrv ruck Mou's :0. Fuel 1 Tnxa Hour I 31. Rapers S Mwitonanea • V~63 Trucx Hours 32. Rooo" & MarnL - C4ntior4n & Carta Truk Hours 13. Recam S Maattenanee • Other °_durament 'rueK Noss :A. Reoeva & Msrrcenance - Yard I sworlgs Tnux Hove 35. 30weaattan - Ver-odas TrucK Notts 36. Depredation • Containers S Carts I Cantasstm 4 37. cotton • C;~er Eatnoment Trued tours 38. D•mtx~.sr~ - Yard 19uddinga Truck :ions 39. ;atlq?w. tea 111 Actual Oirm;. 10. '.rcv=nq Co-op p"MmorS I Truck Haur3 at. Recur:rnq airs Truck Hairs 1 42. Suovda Truck Hours a3. Yard Rent I Truct ^.ws ' u, YenrCe Rent I ' T'ucK moors 45. .;her =;women Rent I TNCK Mawi . I I Ad. :nSurarca _ I 7tuCK HCurs I _.ca-ses s i I j l- -c. ~e~rz 43, ---ancr:30 i Aa. Sui=.arges 1 Tuck Hours 1 J SJ. :Merest • Vema"ea I T ,cx Hours 1 ours =jrs mores: _•~ent ' I I I i ':uea newt ~ Sr. t st - tetra ' 9unemq _ ~i ~ I 'rat newt ~ i jA _cenronm :Aaenses I __t -•wn i r ..::FEC- .:S75. j I WASHINGTON COUNTY - DIRECT COSTS - COMMERCIAL USE ACTUAL COSTS FOR EACH UNE ITEM wHE3s POSSIBLE. TO ALLOCATE COSTS BETWEEN WASHINGTON COUNTY FRANCHISED O►ERA710Ns ANO TOTAL COMPANY OPERATIONS USE 't•• ALLOCATION METHOO SPEC:SEO IN THE RIGHT HANG COLUMN FOR EACH UNC ITEM. yte F Tolit Camotrw I .%^Qton Cjwjv Ut.: nn No. DIRECT COSTS OF OPERATIONS Otasreoone Froncnrssa Ooaittoru Atlocinon Meths D :Z. weEes • Acute Onvas. Hetaas. And Omer Oteet T,ucK Hours .3. wiles • Macnsrrt: Tfuck Hours :a porro l ram exonows Truct Nays IS. Meakar Ittadmee Truck NOW. .B. Person Plan E:nenfo Truck Hour. 17. Wafters Cimnertsstton tnurence ~fuClt ROWS ,0. Omer Beneltl Truck Noun .9. Trawwlp a+a Wptaf Suety Trek Hauls 30. Fuel I 'ruck MOW, 31. Reams & Mtnterurce - VetuOss Truck Hour. 3Z Rooms & Mom. • Conrmners & Carta Truck Hours 33. Roca" & Mintonance • Otna -°awtxnent T,UC% ROWS 34. Rooms & MintenanCO - Yard; 9ulalncIs TrucK Haws 13. Oectoccoon - Vf:54Ct z Trucx Hors 36. Osoreasttan . Cantons & Carts Con[aners V. Deoretaanon • Omer Ecutornant 'ruck Hours 33. 3earecanon • Yara ; 9uicungs 'ruck Hauls 39. Oisoosar tom Acmal Oirfc, 40. RgCVCWV Cron Pavment2 'ruck HDun rJCR HOUn I. ieCYGiny dins -,rucx Houtz A,. SuOtttifes A3. Years Rant T,ucx Hours I I I I ...a . is 'leaice aNn[ :u•a A5. :.nor ECwOfnfnt Rini '7,.zt • nw% I ( I 40. :nSWance I --UCf HOU,i -UC . Lefnses ^ets ' - , f •~ct -+DOrs i3. =•ane,,sf -eta I , a3. 3~renar;es I I 1 i I '..:e< -'cuts 10. Interest - Vfnrc:es _ I LLL II 'ruck Hours I warnt • Cntvmtrs S ..arts )icu's t ,tarts, • Ctnt, ccuor^.ent y i - Jc< cur: I i3. :n,trest - Ysra 3u.au,g f I I 'r.a Hours 1 I I I ,~Ct HOW, f :i. t^tf ~".:NinOnal :JfDlr3N. 1 ' _c -..-3C 71R£C7 ACS a. i WASHINGTON COUNTY - DIRECT COSTS - CGIA MEACIAL RECYCLING LSE ACTUAL COSTS FOR EACH UNe ITEM WHEN POSSIBLL TO 4LLOCATE C0375 sCrVVEEN WASHINGTON COUNT/ FRANCHISED OPERATIONS ANO rOTAt, COMPANY OPERATIONS USE T/.. ALLOCATION METHOD SmCIFtEo tN me RIGHT NANO COLUMN FOR EACH LINE ITEM. Total "-Aoa w Waanu.gton C ymty Use rNi TCOT-S OF OPERATIONS OoraoWSe F.wcfw ed Ooaamns AYOMMM Mrnod Truck Hours wages • Roue Ornors, Haden. MW Omer 0-00 Hoes i1. Wages - Macrurc Tnucit ! 2e. Payroe Tat Eaowe Tnick Haan 25. MedICa1 mawarlcm Truck MOWS Peeae on Pan ?aldense Truck Hours 17. Workers Carnoerasatlon Insurance Truck Hows 23. Otrer SwWim Truck Moue "S. Trawrq ano Worar Satan Truck Hour 30. Fur muck HOws 31. Recant & Maotenan= - vertietes Truck Haum 32. Remwo S Mann. - cantanoa S Carts Truet How% :3. swans Matntenancs - Omer Eaucment Tnuk yaws ;t. Radars S Ma4mana rCe - Yard i 8wtmngs Truet Hours i 3S. Oc.Ireaanorn -vrs.ctae Truca Hours 313. 0aoremanon - Cantatners S Carta Containers anon V:-er wanten[ ..UCK Hours ]3. ecation • yard. 3wlmng3 rr.1Ck Hours 19. 40. Booking Cwo pjymonca Truck HOtus at. Recyc nq Sins `i rruck Hours i f Truck Howl Suonua ~3. yard Rant 'rues .Hours +a, ven:ete -lent I I i T:'3Ca .`.Outs I +5. outer ?.women[ dent I 'rues r+aws 1 i 1 a3. 'murance L...~ rrucK Hours I a`.C ..-enses =..s ~ I ~ I ~a ~^uis I I -3. °•an.:.-iae =acs 1 I ' ~ I 'ruca ~cus +9. Svclarges ( I ` rruea Hours W. Wrest • venic:es ` Truck flours 'ntf est mma e•s S'...tr:f I -S::Ct rni.ta mer.s; - ..tr.sr ? aom.an; i I -u •-OUrf i 3]. :nteresc •''ara ?v..-:ng 'ruck rows . i+. ,..^erinanai E.:t-2e2 i _ I I I i Truca'47% WASHINGTON COUNTY - OIRECT COSTS - YARD DEBRIS USE ACTUAL COSTS FOR EACH UNI ITEM WHEN POSSMA TO ALLOCATE COSTS BETWEEN WASHINGTON COUNTY FRANCHISED OPERATIONS AHD TOTAL COMPANY OPERATIONS USE T1.. ALLOCATION METH00 SPEC!FIEO IN THE RIGHT NANO COLUMN FOR EACH LINE ITEM. Lr+e Total Connor l 4!=~..:~ I u« i nis ,..A=. CP yr u.:.Tiati.s OFD Fanvaed Ovtratww I Auloeatton Mnnod Wood . ROM Ortvem Hroer4 and Other O•erect Truck Hours 23. Wage - Mecnanic Tructs Nouns 24. Payton Tax Efoonee Truck Hours 35. Modica) Insurance ` 'rues Hours I '8. Pension Rain E[OMSe I Truck NOw3 27. Workers Camown"U n Insurance } 'ruex Hours 23. Omw 8trlodn Truck Mows 29. Ttrarang and Worker SAION Crucet Hours 30. Furl 7ruca mows 31. Rooters 6 Mteantenafte - Vetvtlas TrucA mows 32. Rooms S Meant. - Cantainers S Carta f Trucx Newt 33. Rooms S montonance - OtMr £awornenl 'rucx -tows 1 34. Rooms S Maintenance - Yara ; 8wcaI j3 truck Hours 3S. Oeoreasur - Vraclon r ucx HOw3 36. Orxecation - Cantaenra 9 C.rs II I Cantatnrs . 3T. Oeptoostion • Qtnaf Ecwornont 1 I I I -rYC[ MOUrt 33• atwooation . Yard ; 9uwrdings L -rucx Hours 39. 040069 tool AC[Wi Oirect A0. Recycling Crao Payments I I "ruck Mows I AI, iecy=lg Situ j i ~rUC[ 'tOUft 42. Suapias Truca Hows 43. Yard Rent I eruct NOw1 .iA. YNLCa Rent !cufs 4S. ^tnr :euromertt Rent I I 7f". -Ows 46. Irt urancs 'ruct mows ' '•:C .senses c•es i ' I " -C6r1 i I I =tes t 43. S"cnafges I I 1 Tfuex NOws 50. .rt[erast • `YSr cles 'ruts Mows I 1 .r. S: =_"t ]IrtrS S :1i:5 I Iff I ' ':AC<'17UrS e .nreres: • ..:rer ?.,omen: ( I I I -tIc[ •loun I 1 53. .n;eteat • Marc 3w1eing I I ' 'rvet Mours a S+. Jt`er ccer3"Crat _<cerses I I I '::Act roars 4 l 1 I i I • r WASH&NGTnN COUNTY - OIRECT COSTS - MEDICAL WASTE USE ACTUAL COSTS FOR EACH UNE tTE A WHEN POSsiatl- TO ALLOCATE COSTS 8ETIWEEN WASHINGTON COUNTY FRANCHISED 0►ERATIONS ANO TOTAL COMPANY OPERATIONS USE 'i• ALLOCATION.mER+00 VEC:FIEO W THE RIGHT NANO COLUMN FOR EACH LINE ITEM. An& Law Tom Carnomv Wasr"ton Coum Use Ttus !a. COSTS OF OPERATIONS Qomm"one Frwwweed Ooerstwns Adocanan Metnoo Wages - Route Onvem Helpers' ano Omer Oifxt 7ruct Hours '3. Woom - Meritanio Truck Hgra 2t Ptaroe Tan Exoaroe Truct Hours _5. %I@oK= Insursnce • Truck HOVfs Zti. f'wmm Plan Exoonse TfuCK Hours 7. Workers Camoemation Insurance Truck Hours .3. Omer seneNts Truck mows .9. Tr3rron9 am womor Safety 'rucK meows 30. FUN Tract Haws 1. Am"m S Mmntanam" - venides Truct Hours - ;3. Rooms de Main..' Cantawars S Cana Tout Hours SO. Reaarrs S muntenenee • Omer ::wcment Truc% Howe 34. Ropers S MasntanMMA - Yarn / 8uddm9s Truck Hours :5. Oeorsaatton - venictes Truck Hours 36. Oecreeuaon - Cantarners S Cans Cantamers 37. turn - Omer _cu~oment I I TrucK :yours J 38. Otcru=anon - Yard f 9wldings Truck Hours 39. Olsoesm '"a Ac:ual Direct +0. Recvamq Cron Pavrnonts 'ruck Hours At• :IKvcsn9 Sins 7fuCK 'yours Suootiee 'rucK Hours ~3. Yua Rant -rVC% HOVfs • :+r.Ca lent I I rUCi `•OUfs 45. Amer EZ-1c lent Rent IIr~- I 7,... Hours +o. 'nlufanco I _ -ruclc -0wf -7 vc c H~{:ft -•ar•:Nse _lts I •'V.:l -curs +3. Surcaarges 'ruc% `,ours :merest • Veroaes I I I SO. Truck Hours ':eras: .,an: a•r!rt r .3 :fa ( I I ~ I ~ I i ':Ct ',Cuff j Rt if ssi • er . __,cC!r: I t -:ut:R 'tours i I nter t • v31c: 3uti0m I 9 'fucK hour + _erapcnr,r _t0e^Ses 11111 I I ' I ~ r'!CK 'tour! ( 1 ~ WAS,HINGGTDN COUNTY - DIRECT COSTS - HOUSEHOLD HAZARDOUS WASTE F COSTS FOR EACH LINE ITEM WHEN POSSIIML TO ALLOCATE COSTS IIETWEEN WASHINGTON COUNTY FRANCHISED OPERATONS ANo TOTAL COrAPANY OPERATIONS USE 'w METHOD SPEC:FtED IN THE RIGHT HAND COLUMN FOR EACH UNE ITEM. r Top Cammw Wcatorpton CawtY Use Ttus No. DYAWr COSTS Of OPERATIONS Otiereom Frww^ogd (2owsfw s, Agocavan Nimrod wag" - matrta O*mwa. Novara. and Omer Otreet Truck mows .J. Wepes • Maaterec Truck Hour 24. pa's atl Tax Ektaoree Tfuca Haws :5. fRatacm Insurance Truck Hours :6• Pwumn Plan Eaoansa Truck Hours :7. Workers Camoarmoon Insert ems ruck Hours :6. OU+ar 6eM11ta Truck Hours IS. Trss n and Worker SatetY 'ruck Hours 70. Flrel 'fuck Howl 31. Repars & Malrennance - Vaniaes Truck Hours • 32. Repels S MOnt.. Calteemrs S Carta I Truck Hours 33. Rsaerrs S %4&ntwm" - Omar Edwornent I I Truek Hours 34. Rapers & Mpettenance - Yard J auuangs I Truck How$ 35. Oooroasuas - Van-042 Truce Haul .6. Deoreoanon - Castwora S Cans I t~ntmnerf 3T. Deormatlon • Omer Eduioment 'ruc% Hours 11 - L- I 33. Dearaasnon . Yard ! Suddnos Truck yours 34. Dlspoaat fees ac:uat Cut= 40. Recvclinp Crop ferments Truck Hours At. Raevc:mq sins I 'rucx Hours 41. Suaories Truck Hours 43. Yard Raft T:uct Howa 4+. '.,..-nic:e Rent I i ( 1 15. •3tnef jCtNOTMt Beth i I TrucK + aufs 1 lo. :nswance I I .".CK Hours 1 -.C -'t!! I 1 1 _ I I .cS HCUfS i ..j, =•!r _~•Y_ -!Gf '-CUTS f 1{ 49. S"=3rges r.'ucx -fours 50. :ntwest • YenrCes I Muck Hours t y -;,nl Lf:fff S Cif:5 I ~ •JCK HCL•rS nwim 2-nef zwclnent HCurs i nfert St • ' :Irc . ffwlam9 I ( J.-K Hours I 1 , ,1 ,;.^.M '~Cef7:'Cnal :kCanief ! I I ~ ~ FUCK :HCUI! _ t I 55 =:PEC: =STS. r I _ I F GUIDELINES FOR RELATED PARTY SALARIES 0 arty Compensation' Rela P 7elated Party salary guidelines were determined based on an asmssment of the estimated salary a non-related party would earn in a comparable position, for -iimilat sized company. The salaries do not include benefits. Benefit costs for all employees and management should be reported in the Detail Cast Report in chi 4piormate lira ito-Z& 'Related party includes the wife. husband, son, daughter, mother. father, brother, brother-in-law. sister. sister-in-law, son-in-law, daughter-in-law. mother-+r lave, father-in-law, aunt, uncle, niece, nephew, cousin, stepparent, or stepchild of the individual owner. Gross Annual Washington County Residential Revenues Position $500K and Under $500K to $1.5M $1.SM and Above CEO $50.000 $75.000 S100.000 General Manager NIA NIA $51,800 %.t Office Manager NIA $39.000 $39.000 accounting Manager NIA NIA $49,000 a Accountant NIA $30.100 $30.300 Account Clerk $20.800 $20.800 $20,800 o s C:erk $18.100 $18.100 $18,100 Driver Union Scale Union Scale Union Scale Helper Union Scale Union Scale Union Scale Not Office Manager: Responsible for daily supervision of activities and ail operations of office services including customer service. biilings. mail an: distribution, central files, supplies and equipment, and all special projects. (Average salary for this job classification. Source: Pacific Northwest Tatai Renumeration Results. W.M. Mercer Inc.. May, 1993.1 - Accounting Manager. Management level position supervising accounts payable. accounts receivable, payroll functions performed by clerical staff. Alsc late 2. responsible for maintaining the general ledger and production of 'carious financial and operating reports. (Average salary for ;his ab classification. Sourca: 1993 Portland Area Cross•Industrl Survey, Towers Perrin, Inc.) dote 3: Accountant: Responsible for accounts payable, accounts receivable, and payroll functions. Also responsible for maintaining the general Iedcer 311c production of -various financial and operating reports. Used average salary of Intermediate Accountant for this Job classification. Source: 1993 Par:lane Area Crass Industry Survey, Towers Perrin, Inc.) ate 4: Account Claris: Responsible for preparing billings and may be responsible for other account payable, account receivable, and payroll functions, aspecially in smaller :meanies. Also may be resaonsible for maintaining the general ledger and production of various financial and operation reports. (Used average salary of Intermediate Account Clerk :or tnis :ad c:assification. Source: 1923 Portland Area Cross-industry Survey, Towers Perrin. Inc.) .Zte 5: C:erx• Responsible .or custerner service, record kaeoing, piling supciies. work oracessing, and report comoiiation. Mav 3iso 'tie :espcnsible for as=vr.: ,vita simpie accounting ',unctions- iUsad average saiary of Intermediate C:erk for this ob classification. Source: 1993 Portland Area Cross•Industrr Survey, Towers Perrin, Inc.) ..,out REPay" a DN SAIADY PLUS 101A1 Culupeusallml 101 At 011tEf, Wait CDMPENSA1fON ttNE U0 AIAODUI r.latud t arty 10iltt SAIANY COMYE83AilOM Shatuhuldcrlgwuur a+►'I K' HE►AiIONSfItY t0 JIM sNAUE OWNEo NAA1t _ ~ COtBPENSAI►DN - - - UOItAN tiA1UE Of IYFE 4-_---- uttmt t uinpeuuriwl.._ JUL1AilU NA -iJAhtl Uf 511A+ttIta11t1a10~„_,r----- Alm ~_._._---~-"-"`~l tent authorities. aYetnu etsonat traeellnteatsllodginy. _ ' --Y Veal ils henut tts lnandaled . by of au►a, P ate eu►ployerpat sduch as personal use Statutory Don•cash ttin4o Uenaiits on salaries. Include - atdl benefits Pai`t Cumpe+►sallao. IengilayerP Wutkei s slauauty S11TP, and [xdudu 1111 A i1CA. Mud~cato, utimt sttlitlttt ttcu►s. ludicatts eaclt lino used Ott uach an>ount. Ott Adbk 'Woo ADDITiONAL,FRANCHISEE COMMENTS This section is intended to solicit qualitative feedback on various programs and topic areas from Washington County franchised haulers. 't offers an opportunity to share insights, concerns, and observations regarding the solid waste industry and the franchisee's individuai '3usiness. Please use additional sheets to address the following: 1. What has your business done during this reporting period to comply with the Washington County Wasteshed Annual Waste Reduction Program? 2. Include copies or educational I promo materials produced and distributed by your company. (DO NOT include County produced materials.) What has your business done this reporting period to increase efficiency of the company? 4. What makes your company unique from other franchised hauling companies in Washington County? 0 What commercial recycling activities has your company initiated du. n this reporting period? 3. Special Service rate-$65.001hour c Describe what type of calls for service you receive when you charge $65.00 per hour as the flat rate. c Confirm that the rate is charged once you arrive at the point of service. List the revenue and expenditures for special services. Ust disposal sites used by type of material. Other insights you wish to share. Nhat cast cutting steps were taken in 1-994 and what was the savings realized! ~a IN I Ii WASHINGTON COUNTY ANNUAL REPORT ACCRUAL WORK SHEET FOR REVENUES SUMMARY INSTRUCTIONS: Haulers who keep their accounting recards an the cash basis shauld use this veark sheet to convert their revenues to the accrw.l basis. (Tho =mal method of accounting is mandatory for 19941 TOTAL HAULING WASHINGTON COUNTY REVENUES FRANCHISED HAULING - REVENUES RECEIVED IN CASH DURING 1994 LESS: ACCOUNTS RECEIVABLE 12131193 PLUS: DEFERRED REVENUE 12131193 PLUS: ACCOUNTS RECEIVABLE 12131194 LESS. OEFERRED REVENUE 12131193 ACCRUAL BASED REVENUES 1 ~l TOTAL RECYCLABLES WASHINGTON COUNTY REVENUES RECYCLABLES REVENUES RECEIVED IN CASH DURING 1994 t LESS: ACCOUNTS RECEIVABLE 1213li93 i PLUS: ACCOUNTS RECEIVABLE 12131194 ACCRUAL BASED REVENUES 1994 I TOTAL OTHER REVENUES ~ WASHINGTON COUNTY , FRANCHISED OTHER ` REVENUES RECEIVED IN CASH DURING I9-3s LESS: ACCOUNTS RECEIVABLE 12:3111993 ?LUS: ACCOUNTS RECEIVABLE ACCRUAL 5ASE-0 REVENUES ?994 ` ~1 WASHINGTON COUNTY ANNUAL REPORT nCy'yMV i`VU141% SHE I r 111 D1nrt.T COSTS Or OPERATIONS Ask INSTRUCTIONS: Haulers who keep their accounting records on the cash basis should use this work sheet to convert direct casts of operation: "penses to the acrztraI basis of accounting. (The accrual method of accounting is mandatory in 19941 Una Lass: Plus: Accrual no. DIRECT COSTS OF OPERATIONS Paid in accounts accounts based cash during payable payable expense I 1994 12131193 12131194 1994 22. Wages -route drivers 23. Wages - nechanic 24. Payroll 'ax expense I I 25. Medical insurance 26. Pension plan expense I 27. Workers compensation insurance 1 28. Other benefits ( ( 1 29. Training and worker safety 2; 0. Fuel 31. Repairs & maintanance-vehicles ( I 32. Repairs & maintenance-containers & carts 33. Repairs & maintenance-ather equipment I I 34. Repairs & maintenance-yardlbuilding V Depreciation-vehicles ( { Depreciation-cantainers & carts 37. Depreciation-other equipment 38. Depreciation-yard(building 39. Disposal fees ( I I 40. Recycling ca-op payments 41. Recycling bins 42 Supplies 43. Yard rent ( I 44. Vehicie rent I I I 45. Other aauicment rent I I { 1 16. Insurance { 1 I 47. P U C1'licensesifees i ; 18. Franchise lees I { { 19. Surc^arges i 5J. !nterest - venic!es bi. Interest - containers & Car;S 52. Interest - Wier equipment 53. Interest - •rard I building 51. Other ::__:::;onal expenses I I i TOTAL DIRECT :OSTS OF OPERATIONS .1 WASHINGTON COUNTY ANNUAL REPORT ACCRUAL WORK SHEET FOR INDIRECT EXPENSES INSTRUCTIONS: Haulers who keep their ac:ounting records an the cash basis should use this work sheet to convert indirect expenses to the accrual basis of accounting. (The accrual method of accounting is mandatory in 1994) Less ux Accrual Lute Paid in Accounts Accounts Dash No. EiENERAL & ;.uM;Nia T RATIVE Cash Outing Payable Payable Expense S 1994 12/31193 12131194 1994 o'. Management Salaries 57. Management Payroll Tax Expanse 58. Managrirnent Mescal Insurance 59. Management Workers Compensation 60. Management Pension Plan Expense 51. Management Other Benefits 62 Adnunistrative Salaries 63. Administrative Payroll Tax 64. Administrative Medical Insurance I 65. Administrative 'Markers Compensation I I 66. Admittimative Pension Plan Expense 67. Administrative Other Benefits 68. Office Rent 69. Advertising and Public Education 70. Contributions I I i 71. Proiessional Fees I 72 Training & Worker Safety 73. Insurance 74. Telephone 75. Utilities I I I I 75. Property TaxesiLicanses;Fess 77. Dues & Subscriptions ( I 78. Depreciation • Office Building I I 79. Depreciation • Office Equipment I I I I I 30. Repairs & Maintenance • Office I I I I Si. Meaning and Maintenance I I I 82. E:uiprrent Rental I ( I 33. Office Sueplies I I I I 31. ?as:age & Fr=eight I I i I I 35. Miscailanepus E;pens2 ~ I I I I 36. TraveilMeais;L:aging I I I I 37. Praiessicnai Meetings ana Sananars I I I 98. Bad Debts I I 39. Amar;izatron • Raut: I I I I 30. A teresa . ;;;her I I I I ln;eres; • RC Rcu;e I I I I 32. Interest • 0:1,,er I ! I I :1. 70-AL :NDIREC EXPENSES I Il I I I 23 OATH STATE OF OREGON ! PION t WASHINGTON COUNTY 1, the undersigned, owner or duly authorized officer of the Solid Waste Collection Company, whose name appears an the front of this reoort, an my oath say the foregoing report has been prepared. under my direction. from the original books, papers and records of said Company; that I have carefully examined the saute and dedars the samte to be a com p(ete and cartect statement of the business and affairs of said Company in respect to each and every matter and thing therein set forth. to the best of my knowledge, information and belief; and I further say that no deductions were made before staring the gross earnings or receipts herein set forth, except those shown in the foregoing accounts: ail governmental taxes that are due and all franchise fees that are due have been filed and paid except those disclosed herein; and that the accounts and figures contained in the foregoing report embrace all of the financial operations of said Company during the period for which said report is made. (Signature of Owner or Officer) scribed and sworn to before me this day of 19 Votary Public for the State of Oregon Residing at Arithin the :arms of 7RS 192.500 (1)(e), ORS 192.500 i2! and suet other public records statutes as may :e acolicable. 'NASHINGTON COUNTY wiil nsider confidential information provided to WASHINGTON COUNTY consisting of produc::cn. sale of purcnse.:ost and similar ausiress records. This snaii not, however, restrict the authority of WASHINGTON COUNTY to use such information for rqulatori or enforcement purposes. T;:e following 'Uniform system accounts and instructions for preparing this report" are an integral par: of :he reoort and should 5e ;ncluded as verification mat rase :rsc c:fors were faiewed in -rapar;ng :he ra_ocrt. J4 SUGGESTED STEPS TO COMPLETE ANNUAL REPORT Make at least one extra copy in the event you need to make additional copies of any one page. You may also call 648.8609 if you need additional pages. Please review the various forms and work sheets in the packet and become familiar with them. Complete General Information Page. Complete the Program Sheet pages. Complete Cost Allocation Work Sheet. Complete the Shareholderl Owner and Related Party Compensation page using the guidelines for salaries, including related parties. Complete the direct costs for each program (Residential, Residential Recycling, Drop box, Drop Box Recycling, etc.) Use the cost allocation computation work sheet to allocate costs. Only the summary page is required for indirect costs. Aft Complete the direct and indirect cost summary pages by combining each program line item to the corresponding line item on the summary page. Campiete revenue page for each program. Complete Annual Cost Report . Summary and Non-Allowable Costs. Sign the completed document. 3~ Amt. UNIFORM SYSTEM OF ACCOUNTS AND INSTRUCTIONS FOR PREPARING THIS REPORT INTRODUCTION This system of accounts for Solid Waste Collectors is prescribed by the Washington County Wasteshed Technical Committee. The description below of schedules and accounts are for those which appear in the accompanying report form. In prior year, the accrual basis of accounting was encouraged but not mandatory. As of this year the accrual basis of accounting is mandatory. This repart'must be submitted to Washington County annually by March 15 for the preceding calendar year. Collector must maintain records adequate to complete this report, including records not specifically discussed in the following instructions. Retention period by the applicant shall be five years. These records are subject to examination by Washington County or its designated agents. RESIDEUTiAL AND COMMERCIAL (INCLUDING RECYCLING AND SALVAGE) OPERATING REVENUES RESIDENTIAL CUSTOMERS: Residential customers are defined as those in 4-plexes or less who normally provide their own Wage cans or have franchisee-provided roller carts (up to 90 gallon) for the collection of solid waste. Include all revenue earned from the collection and transportation of solid waste in residential carrier operations, including revenue from special hauls of solid waste from residential customers. Include ail revenue earned from recycling and salvage operations, including recycling drop-off operations and recycling bin grants. PartnershiplJoint Venture credits or earnings from a recycling operation are to be included. If special allocations are used, explain and show calculations. Do not include drop box revenues from residential customers. MULTI-FAMILY CUSTOMERS: Multi-family customers are defined as those in 5-plexes or more who are normal) provided containers for the collection of solid waste. include all revenue earned from the collection and transportation of solid waste in multi-family (containers) carrier operations, including revenue from containers and compactors owned by multifamily customers. Include all revenue earned from recycling and salvage operations, including recycling container grants. PartnershipiJoint Venture credits or earnings from a recycling operation are to be included. 11' special allocations are used, explain and show calculations. Do not include drop box revenues from residential at commercial customers. CONINIERC:AL CUSTOMERS: Commercial customers are defined as :hose who are normaily provided containers for the coilection of solid waste. Include alt revenue earned from the coilec:ion ana uansz;ortatlon of solid waste in commercial (containers) carrier operations, including revenue from containers and compactors owned by commercial customers. Include all revenue earned from recycling and salvage operations. Partnership/Joint Venture credits or earnings from a recycling operation are to be included. If special allocations are used. explain and show calculations. Do not include drop box revenues from commercial customers. OTHER OPERATING REVENUES: include incidental aarnings iron ail other solid waste collection sarvicas including the sub-rental or lease of properties which are included in the expense portion of this report. Do not include investment income such as interest Alked from deposited funds, stocks, bonds, etc, or earnings from the sale of depreciable assets. Do not include earnings ?ram rces that are directly ?art of the coilec:ion of saiid ;paste.- Do include interest 3r late fees earned `ram the carrying of accounts receivable. ~s . INVESTMENT INCOME:. Include investment income such as interest earned From deposited funds; stacks, hands, etc. Oa not include interest or late fees earned from the carrying of accounts receivable. DIRECT COSTS WAGES OF OTHER OPERATING PERSONNEL: Include wages paid directly to drivers, helpers and other employees, that are not related parties, directly involved in collection or equipment maintenaacelrepair for residential and business customers. Include fringe benefits, taxes, employer contributions to union and governmental programs, workers compensation or any other statutory costs. Indicate whether this is an actual count of labor hours or an extrapolation. Explain allocation method- used. FUEL & LUBRICATION: Include the cost of gasoline, diesel, or other fuel and lubricants necessary for collection vehicle operation. Include fuel taxes but not road use taxes. Do not include the costs of Officer or Shareholders vehicles. EQUIPMENT DEPRECIATION: Include the total amount of depreciation for this period for property used directly in connection with solid waste collection that is shown in the operating property report. Use only the Straight-Line method to calculate depreciation even though other methads may be used for tax or book purposes. Use only the Federal guidelines that were in affect when the property was acquired. If allocations are used then explain and show calculations. EQUIPMENT MAINTENANCE AND REPAIR: Include the cost of parts and materials used, labor employed and bills paid for repairing, greasing and washing of collection vehicles. Include the replacement of lights, batteries, horn, tire chains, tires, tub and all other equipment of collection vehicles. Do not include the costs of replacing engine transmissions, rear ends, compact equipment or other capitalized and depreciable items. Do not include the costs of Officer or Shareholders vehicles. Do include road use taxes, the cost of rental or leasing of tires, tubes and other components of collection equipment. Do include the cost of short term (temporary, usually one month or less) rental or leasing of equipment used while permanent equipment is being repaired. Include the cost of repairs and maintenance of buildings, shops, garages, storage facilities, grounds and related equipment based on the actual percentage of use in the solid waste collection operation, including the utility costs such as I;ghts, heat, power and water. DISPOSAL FEES: Include the cast for the use of dump grounds, tipping fees and disposal facilities. Do not include the cost of operating or maintaining a disposal or dump facility. RANCHISE =E_S: include Iranchise fees paid for :he rights to coilect solid waste. 37 , INDIRECT COSTS Aft SALARIES OF OTHER MANAGEMENT PERSONNEL: include salaries paid directly to all non-related office and administrative employees, and officers directly involved in the solid waste collection operation. Include fringe benefits, taxes, employer contributions to union and governmental programs, workers compensation and other statutory costs, etc. Indicate whether this is an actual count of labor hours or an extrapolation. Explain allocation method used. EWA OFFICE EXPENSE: include the cost of office forms, binders, stationary and supplies, telephone service, office equipment rental, computer time charges, postage and other incidental expenses incurred in operating the office allocated directly to solid waste collection operation. Explain and show allocation calculations. TAXES. LICENSES: Include ail taxes and licenses, not listed elsewhere. paid to federal, state, local or other taxing bodies in connection with the operation of the solid waste collection business. Do not include taxes on fuel or amounts in direct costs. REAL PROPERTY TAXES: Include all real property taxes and licenses that are not listed elsewhere. RENT ON BUILDINGS, EGU1PMENT. ETC.: Include all rent or lease costs for buildings. grounds and equipment allocated directly to the solid waste collection operation. Do not offset rent expense by rental income received from sub-renting or leasing properties. SALES AND ADVERTISING: Include the costs incurred in the solicitation of traffic andlor business. Include advertising, tariff and schedule costs, fees far tariff associations and other business promotion expenses. De not include casts for advertising or Ask sting recycling. PROFESSIONAL FEES: Include fees for professional services such as accounting, legal, engineering, etc. INSURANCE: Inc!ude all insurance costs incurred in providing protection to business personnel and property, and to satisfy pubiic liability requirements. Do not include employee benefit insurance or other listed elsewhere. OFFICE AND YARD AT HOME: For Franchisees having only office andlor yard storage at home a Calculation of Offica in Home and Yard in Home work shest is included to provide allowance for these expenses. The calculations are based on a cost per square foot per year based an comparable amounts if you were to rent or lease these facilities. Please refer to instructions on worksheet and enter the allowances on line 14 (for Office in home) and line 15 (for Yard at home) an the Summary page of the report. 0 T HER COLLECTION COS TS-' Inc!ude costs of 'acor and materiai in sanding roadways; removal of snow and ice; bridge, tonne!, road and ferry toils; uniforms, including their :ors: lines for weight viaiations, but not traffic infractions; and other similar items riot inc!uded elsewhere in this report.. If allocations are made, explain and show calculations. OTHER COSTS INTEREST COSTS: :Include all interest charges. Tess and other costs incurred in the procass of financing business operations. 0 of include inter:st-.costs for financial activities of the business not directly related to the coilection of solid 'Haste, such as 'merit, stock acquisitions, business acquisitions, shareiu:lder"vehic!es, a' c. ~S NEW- EXTRAORDINARY COSTS: Include any special costs incurred during the period that is directly related to the collection of solid waste bssiness, (For instance, ciaalles paid w ien nut covered by insurance.) include a detailed explanation. mom OEMNITIONS BILLING POINTS: Each physical address (example: one owner with seven different apartment complexes would be seven billing points.) CONTAINERS: For purposes of this report, a 32 gallon can is equivalent to a 35. gallon roll cart. The two container types are used interchangeably. DIRECT LABOR HOURS: Includes drivers, helpers, and any other labor classification involved directly in hauling operations. It does not include mechanics (which are reported on a separate line). DROP BOX ON-CALL CUSTOMERS: Those customers who call in to arrange to have a drop box delivered. DROP BOX REGULARLY SCHEDULE CUSTOMERS: All prearranged pick-ups. METROPOLITAN SERVICE DISTRICT: The area as defined by Metro (obtain map if necessary). TRUCK HOURS: Truck hours apply only to vehicles which require PUC licensing. It does not apply to satellite vehicles used for auxiliary vehicle (e.g. Cushmans) pick ups for transfer to a mother truck. UNITS: Number of living spaces or bussinesses ,'example: one billing point has '75 apartments so unit number is twenty-six.; -a WASHINGTON COUNTY ANNUAL REPORT SUMMARY PAGE INSTRUCTIONS COMMENT Washington County considers certain costs to be non-allowable for purposes of establishing rates. Lines 6 thru 12 list the most common non-allowable costs. Line 13 is provided for unusual nan-allowable costs. Non-allowable costs are considered to be the responsibility of the company's owners and therefore are added back to income from operations to arrive at allowable franchise income. Line No. 6 Route Purchase - Interest The interest paid an debt incurred to purchase a route is non-allowable. Enter the interest paid an this line so it can be deducted from allowable costs. 7 Route Purchase - Amortization Like interest associated with the purchase of a route, amortization of the amount paid for a route is considered to be non-allowable. Enter the amount of amortization included in Indirect Casts. Contributions Both political and charitable contributions are non-allowable costs for rate making purposes. Enter on this line the amount of contributions reported on line 68. (indirect Costs) 9 FederailSt3teil-acal Taxes Washington County does not allow taxes on income to be included allowable costs. Total any such taxes on income which were included in the Annual Report and enter an line 9. 10 Gain on Sale of Assets The cost of equipment used in collection activities is recovered in rates through depreciation. When any such assets are sold for more than the depreciated value on the books a gain results. Report this gain as a reduction of costs up to the amount of depreciation taken. Gains in excess of prior depreciation recovered in rates accrue to the owners. Losses ara always the responsibility of the owners and are non-ailowable. 11 Officers Life Insurance Premiums Businesses often carry life insurance on the owners to provide funds to liquidate the owners interest in the business upon their death. These premiums are for the benefit of the owners and are non-allowable. 12 Oirec:or's Fees Shareholders emoloy directors to oversee their interests in an organization. The directors who are responsible only to the shareholders. set policy, Kira officers, etc. Therefore, director's fees are tar the benefit of the ,gok W owners and are non-allowable. - ` sp . 13 Other Non-Allowable Costs 1 22 Certain other non-aiiowabie costs occur infrequently and have not been a line of their own. Accumulate these M JP types of costs and enter the total on this line.. Following is a listing of these non-allowable costs: 0 Interest on the purchase of equipment or facilities to the extent the purchase price exceeds the fair market value of the assent at the time of purchase. arm 0 Penalties and fines. 0 Costs in excess of federal guidelines for travel, lodging, meals. and incidental expenses are non-allowable. For 1993 the allowable costs are $0.285 per mile for use of personal automobiles. Lodging is capped at $60 per diem. These limits apply to business trips within the state of Oregon. Travel outside the state is subject to the guidelines established by the federal government far the locality visited. 0 Legal dnd other professional fees not directly related to the operation of the franchise. 14 Office in Home Haulers who maintain their only office in their residence will be allowed to take a deduction for this cost. For rate making purposes Washington County will allow a per year $7.00 per square foot of space used as an office. For convenience this amount will be netted against non-allowable costs, if any. Complete the Calculation of Office in Home and Yard at Home worksheet and enter this amount on line 14 in brackets. Please note if you use this Office in Home allowance, do not report office expenses in the Indirect Cost Reports. These expenses include office rent. utilities, property taxes, property insurance, mortgage interest payments and any other direct costs associated with maintaining the office. 15 Yard at Home Haulers who maintain their only yard for truck parking, maintenance and equipment storage at their residence will be allowed to take a deduction for this cost. For rate making purposes, Washington County will allow a per year $2.50 per square foot of space used for this purpose. For convenience this amount will be netted against non-allowable costs, if any. Complete the Calculation of Office in Home and Yard at Home worksheet and enter the amount an line 15 in brackets. Please note if you use this Yard at Home allowance do not report yard expenses in the Indirect Cost Report. These expenses include yard rent, utilities, property taxes. property insurance, mortgage interest payments and any other direct costs associated with maintaining the yard, If you have an additicnal facility such as a shop or maintenance building you may include these related expenses in the Indirect Cost Report. is Total .Adiustments to Costs Enter the total of lines o through 15 17 allowable Franchise Casts Add line 2 (Direct Costs of Ocerationsi to line 4 (Indirect Costs of Operation). F ram this total subtract the total adiustment to costs as shown on line 15. Enter the result to Me IT This is your franchise's allowable costs for rate setting purposes. 4P a; BIMINI .\a:k k:."•:iscc\~`~.\~a\\\jai:\~'.a?~ab~•a~:QS\`ktti~'.\S :;c,.` W \~;;GiJC`.2~1`1~~\'c~ti V.uGZa~S2~ \~i:;c: - ugh: o'n'ce F n~ -;,~~~~-kce~\h>},}r~+..-}~\.ov.:... r,:..`..<}:,,-: . r..`4.•, ~k \ :`.\~\C' \}•\~}vj\,>y \,\\0.\' fiv \ > v '?r`tv .C,\\\~}~\,p•~`'„\~•~.,4~?~,~k~\""::}\,a~,:~>:c'~\\a`i.'i¢,'vC\~.\,~~~\\~.,,v,\\~C.k,~~,s~~:\a\c:' rc~. >z.\`a'~a~yr\Yra~ ~~\~~~.L\~~~~ `~c~:?~~v..,:k•c.Yr.,r,3\~48. ~:.~~~~.\`\~\~~}~~\~a\•~,>G~„~\~;~~~.`~,~4\\\'~;~.,rk:;~+i~?\\?:a;k.~ ~:Z:~x<~~\~~ky~\.~j.: 1l_iS OYtl9A!`Ltk .X®1V Curbside Automation - The Haulers were directed by Council in 1993 to purchase carts and modify collection equipment so that curbside automated collection service would be available for all customers no later than 111195. This was done to make collection more efficient since the time to collect residential garbage could be reduced by one-third. The Haulers are now requesting Council assistance to have all citizens use the automated system. This will be a more efficient method of collection than having some citizens using carts and some still using cans which must be manually dumped. This could be accomplished by offering only cart service (cans would no longer be part of the service) and changing the current yard rate to encourage customers to bring their carts to the curb. This change from $.01 per foot to $3.00 per month regardless of the number of feet the container is from the curb is in keeping with the average of other cities rates in the area and will: (1) encourage carts at curbside; and, (2) be more representative of the cost haulers have to deliver this higher level of service. See the attached sheet which further explains this option and reviews yard rate options used in the area.. Attached is the Haulers' recommendation for a yard rate, based on a time/motion study. Cost Saving Ideas By Haulers: Haulers were encouraged by Council to submit their ideas for cost savings, efficiencies, etc. Attached is a listing of those suggestions. AIuTERNATMS CONSYDERM Curbside Automation Offer "cart only" residential service and modify Tigard's current yard rate to maximize residential garbage collection efficiency and charge for the services provided. o Allow cans and carts to be used and don't change the current system for charging for containers in the yard. Cost Saving Ideas By Haulers 0 Review Haulers' cost saving suggestions over the next 6 months Mayor and Council appoint a special task force to report back to Council. Task force to be composite of citizen rep., a hauler rep, a solid waste professional, and City staff rep. a Adopt all hauler suggestions now. o Recreate a SWAC Committee to review these issues. STAFF'S RESPONSE / RECOMMENDATION * 1. Offer cart only service for residential customers and create a yard rate for residential garbage collection of $3.00/month/container for any container more than 5' from curb. 2. Review haulers' cost saving suggestions over the next 6 months. Mayor and Council appoint a special task force to report back to Council. Task force to be composite of citizen rep., a hauler rep, a solid waste professional/consultant, and City staff representative (Finance Director). * See attached sheet for further details supporting Staff's recommendation. YARD RATE 13EYM TIGARD'S CURRENT YARD RATE CHARGES: Extra distance be charged as follows: • Extra distance per foot after first 100 feet 4c" $.01 • Extra distance per foot after first 5 feet lcarW $.01 This process used for charging is very labor intensive and creates many opportunities for dispute by customers since the rate is charged per foot. Following is a comparison of yard rates charged by other entities in the area. YARD RATE CHARGES IN REGION: JURISDICTION YARD RATE AMOUNT ADDED TO CURB SERVICE RATE LAKE OSWEGO $ 2.60/month PORTLAND $ 3.00/month SHERWOOD $ 3.50/month c WASHINGTOI`: COUNTY $ 1.00/month I CLACKAMAS COUNTY $ 1.50/month Average based on all 5 jurisdictions = + $2.32/month Average based on all 3 cities = + $3.03/month -TAFE ECOMMENDATION - If staff recommendation was implemented to modify Tigard's yard rate to $3.00/month/garbage container, the following changes would need to be made by Council... Rate resolution would need to bQ modified. Adopt amendment to rate resolution which would change the computation for yard rate: from $.01/foot after 100 feet for cans and $.01/foot after 5 feet for carts to $3.00 per month per container for any garbage container over 5 feet from curb. Five feet is the range that the articulated arms can service from automated collection trucks. WHY U A TASK FORCE TO REVIEW HAULER EFFICIENCY OPTIONS Council has made it clear in the past that they do not wish to create more committees. However, recognizing that these significant changes will need careful financial and technical review, staff recommends: appointing a Task Force to review the issues; and entering into a contract with a firm to assist with analysis of these options. This will allow for adequate review, given the time constraints on staff. The firm must provide financial analysis expertise as well as be familiar with the solid waste industry. In the past, Council has required the following for any rate adjustment recommendation: * Uniform rates for all geographic areas; * Base new rates on the level of service rendered or required by law; ' Comply with State, Metro, and local laws (including Federal ADA); * Encourage recycling and waste reduction; * Maintain a financially stable disposal system in the aggregate; * Maintain the current rate subsidy of residential by commercial service line; * Generators can collect and transport their own waste; and * Mixed waste rates will include cost for recycling services. ' Mum= MEMORANDUM DATE: 6/9/95 TO: Loreen Mills, Management Analyst, City of Tigard FROM: Tigard Solid Waste Haulers BJ=CT: Residential Roll Cart Program We urge completion of the program to require all recidential Customers to use only hauler-provided containers for garbage, and encourage all containers to be at curbside. Because we've made a series of changes in the last year, it's vital chat we work together with Staff so that timing and communication with customers is consistent and comfortable. Key program factors: For Residential Garbage customers ALL customers must use hauler-PROVIDED containers Containers will be roll carts for 35 gallon size & larger 20 gallon containers may be either cans or roll carts, at hauler's option to be compatible with pickup equipment. We propose ?e Curb: x/1/95 rates (up to 5 feet from curb) Yard: Additional rate as follows: 6 to 50 feet from curb: s 2.65/month ®-51 to 100 $ 4.60/month Over 100 5 7.15/month (See enclosed analysis, presented 5/20/94) Placement surcharge: s .75 per week For driver of automated truck to get out and move cart so that it can be picked up. Usually because ca-,-t too close to lightpole, other cars or bins, tree, shrub, car, etc. Implementation: As soon as carts are provided; not later than 12/31/95 Consistent & clear communication is essential Haulers & City answering questions the same Customers understand benefits of roll carts Explain rate for 32 gal. can Customers understand link between curb placement & holding down rates o aC:li.V? he eff c4 encies =n this program, we need the support of the City of Tigard to back up the mandated containers; to explain the ene=_tS -co rates to all customers when they call; _.,.5 step is essential to allow us to use automated equipment most efficiently. The sooner we begin, ' the 300!1er the eii:.CiE-.^.CieS begin, to help c_- down rates. ~e _=r?k fcrwa^d .O working his out it.^. you. mandate SANITARY ERVIe"!P9 !Ne;o May 20, 1994 Ms. Loreen Edin Mr. Wayne Lowry , City of Tigard 13125 SW Hall Blvd. Tigard, OR 97223 SUBJECT: WALK-IN TIME STUDY RECOMMENDATION Dear Loreen & Wayne: Based on the enclosed tests results, the EXTRA cost of service for carts placed more than 5' from the curb is as follows: ACTUAL YARD SERVICE COSTS DISTANCE BEYOND 5' FRO11 CURB COST PER MONTH 45 Feat _ 3.10 95 Feet 5 5.32 145 Peet S 7.77 These costs are based on the following assumptions: Stops per month: 4.33 (52 weeks / 12 months) Hauler cost per -hour: s 65 (l man, 1 truck) Note .that often. 2 men will work one truck, and with yard service there w=11••be some waiting time by one of the men, but that iz:n't included'in the above cost,'.. A. Sp, Q U r eNper._ence ...nC!wcat°G: Milt ynr d _ cir vice Cu.. : orner_. wi usually place their carts to the =ear of their dr ive, near zh•_ house. The actual distance to each ca, --t is like-1v to be. nearer ..he maximum for each catecory, rather than averaging. at the midpo_nz. We propose rates lower- than the. costs abj-)ve, to allow for aver aging the actual distances walked, as ~cl_ows PROPOSED MCV:...Y A:U:T:ONAI. RATES FOR YARD S-TRVTCz-' DTSTANC_ F.°.OM THE CURB i"vNT iL" RA--=- 6-50 _ T_= 5l-_CO _ _.50 _0 .-_5C 5150 S.W. A L G E • 3 EAVER 7 GN„ CFEGON 9 7005 • („St,3) 641-3161 ' ~WALX-IV TIME STUDY RECOMMENDATION, PAGE 2 .We recommend a correction to the current cost structure. We believe,., that it does not adequately represent the cost of the service, and furthermore, the current structure (S.01/ft) will-be confusing, costly to administer, 'and likely to cause additional customer' misunderstanding and complaints. It requires the hauler to calculate the away-from-the curb distance for each customer. In addition, whenever customers change their cart -location, the hauler must refigure the distance and the distance charge. Each change requires expensive and unproductive administrative work (figure new rate, revise company records, prorate in mid-months, and frequent explanations to customers). Instead, we recommend a monthly yard service rate based upon the extra distance category the customer chooses and the actual costs as outlined on the attached, so that the rates can be fairly applied to all customers, including those with ADA situations. With respect to the percentage of customers potentially affected by this correction, it will-be directly related to the rate charged. Since I have no reliable method to forecast. specific economic. behavior, the following es'tinate is based on past experience. It the current rate structure remains uncorrected, the number of .customers which will request or retain yard service.is likely to If the proposed "Cost of Service". Structure is- implemented, -we anticipate a "Walk-In" service percentage of less than 5% BMW We appreciate you: prompt consideration of this recommendation, and its presentation to the Tigard City Council as soon as practicable. Sincerely, THOMAS C. M I LLER President -WALK-IN TIME STUDY May 19, 1994 PURPOSE: To define the extra time it takes for an experienced collection professional to service a customer cart when it is more than S feet from the curb. TEST DESIGN: 5 different experienced professionals each do 3 "co lle.ctions" as'defined below. Each professional is currently a hauler at Miller's. Each collection is at one of the following distances: 45',95',145':(5' less than residential lot depths).. Our experience is that the 45'- and 95' 'distances will include more than 95% of all customers. Adding the 14.5' distance will approach 99% of customers. PROCEDURE: Place empty cart ("5 ft. from curb"), and full cart ("yard") 45' apart. .Walk at normal work pace:- Walk from "S ft from curb" to "yard"; Push full cart to "5 ft from curb' set it down; Push empty cart back to "yard" and set it down. Return to "S `t. from curb". Repeat at 95' and 145'. Time and record each. TEST SITUATION: All* tests done in optimal conditions,. so results are probably better than in-real-situations. "Optimal" . means: Warm, dry; flat, straight, paved, 'daylight, no street traffic; cart load 28 lb (art ave.rage • net' . • . weight for that cart based upon'our weight studies). RESULTS: TIME PER COMPLETE TRIP (Seconds) DISTANCE rl ,2 ~3 44 RS Average 45 feet 46 47 45 41 4 95 feet 74 79 78 7S 72 75.5 _45 feet 106 _13 112 114 107 110.4 certify that I supervised the above tests today, and that they were completed, as described% -7 res -C! -nnt 5150 S.W. ALGER ® BEAVERTON, OREGON 97005 • X503} 644-6161 WALK-IN TIME STUDY, Page 2 CALCULATIONS: To determine "actual yard zar ice ccscg Hauler costs per hour 565.00 Feduced by S6.S0 (profit margin) = 558.50 per hour (Actual net cost). Formula: Time fiat saconus) divided by-60 seconds/minute divided by 60 minutes/hour X 4.33 weeks X $58.50 = Actual Net Cost Per Month. Catagory Calculations: (See test results) 45 feet required an average of 44 seconds .95 feet required an average of 75.6 seconds 145 feet required an average of 110.4 seconds 44 divided by 60 divided by 60 times 4.33 times 58.50 = 3.0959 or 3.10 75.6 60• 60 4.33 58.50 = 5.319 or 5.3,:1 110.4 60 60 4.33 58.50 = 7.768 or 7.77 To determine "Proposed monthly additional rates for yard service" Based on our experience, yard service customers usually will. place their carts/cans to the rear of their drive nearer the house than the street. The actual distance to each cart/can with yard service is likely to be nearer the maximum for each catagory than any other point. To allow for the fact that all a=•e not at the maximum point we. propose the following average distances for each catagory to calculate the proposed rate correction:' 6-to 50' catagory, a 40' average. 51' to 100' catagory, an 80' average 101' to 150' catagory a 120' average Formula used to determine charge: Cost for catagory as determined above divided by distance used to determin cost times proposed average distance (minus 5 feet already in rate) = proposed charge for catagory. Calculations. 3.1-0 divided by 45 times 35 = S2.40 5.32 divided by 95 times 75 = x4.20 ,.;7 divided by 145 times 120 = s6.50 ?r.,t.. is general'v accepte•_' as a cost. If added back at the 10% ate _t was backed out, t^e proposed rates would be: s7.64 rounded $2.55 S-t-62- rounded S~t.63 s7.15 rounded S7.1-5 driveri'.r`~ IOi: vE iafsULER SUGGESTIONS (all haulers agree on these) • Mandate all containers at the curb and charge for service away from the curb; • Provide commingled pickup of recyclables & review options for less than weekly collection; • Provide for direct access and truck maneuvering spar- `',r automated pickup of the following: Commercial accounts; Multi-family accounts; and Drop box accounts. OTHER SUGGESTIONS SU1BMU'TED BY INDWIDUAL HAULERS • Limit vacation credits to two weeks or longer; • Charge customers that regularly require extra bookkeeping work (i.e., accounts that are always past due). • Re-establish the Solid Waste Advisory Committee - A SWAC process would allow the time and resources to evaluate alternatives soundly, adding to the limited resources of full-time staff o Drop Box and Compactor Fees - A. Change rental fee on Drop Boxes to a daily fee instead of a fee with a 48-hour grace period. B. Raise Compactor fees to cover recycling cost (as Washington County is proposing). 1. Use additional revenue to do one of the following: a. Lower drop box haul fees (15% - 20%) Q$ b. Lower commercial container rates to be revenue neutral. • Make no changes in cart size, or major program changes for 5 years, to allow program costs to amortize; • Additional methods to streamline cart use in Tigard: (see attached options 1-4) OPTIONS TO STREAMT.iDjV CART US F, nv rYrAu~ AOL Qption 1 - Residential A. All customers receive and use roll carts (20 gal, 32 gal, 60 gal, or 90 gal) 1. Curb rate sum 2. Poll om or yard rate 3. Service charged for inaccessible. carts A. Placed near cars B. Placed near mailboxes, trees, etc. B. Establish rates on a cost-of-service for 20 gal - 32 gal. 1. 60 gal is disposal component only increase over a 32 gal 2. 90 gal is disposal component only increase over a 60 gal Option 2 - Residential A. All customers receive and use roll carts (60 gallon only) i . Curb rate 2. Roll out or yard rate 3. Service charged for inaccessible carts A. Placed near cars B. Placed near mailboxes, trees, etc. B. Establish rate for monthly fee to cover solid waste costs 1. Per pickup fee for disposal - $2.50/60 gal 2. 20 gal customer = 60 gal every 3 weeks 32 gal customer = 60 gal every 2 weeks 60 gal customer = 60 gal every week 3. 1 size cart lowers inventory costs - 60 gal cart 4. 1 size cart = 60 gal = standard size 5. Computerized billing is current option with RFID (computerized) tags Option 3 - Residential A. Automate curbside recycling for paper and plastics B. Collect glass and metal one time per month 1. Green/Brown glass - one time per month Clear glass/Metals - one time per month OP, 2. Glass/Metals mixed Paper/Plastic mixed Option 4 - Commercial A. Standardize commercial enclosure sizes and locations, access, etc. 1. Discount for containers with no wheels (easier/safer to service) 2. Credit property owner for recycling areas of setting landscaping requirements in planningibuilding permit approval stage. . B. Recycling in Commercial sector to have options I. Minimum standards, per Washington Couniv 2. • Split Wet vs. Dry recyclables and collect split loads h\C~'~\c;~ \ w\\, h~ yr .a'C . ray\`'cr :+;:~ti•>.. { . f. \.'~~.v~h :4.,~\\ .~~~v~`~.. ~ \ v,•~'v .``\xi\\'~c~tk ,.r~`~~oa\~\.. \vv \~♦~4h..~r...~.~:`.~\~.,~.•a,:an~~va.., "'\~'~:11•~r vvvU~i~3~S\~:\~~ti:~}?~~<a:"\.:`v~~~~\:\: U`"i\ ~tD~RA'ATION The City's first franchises for garbage service were adopted in the mid 1960's. Since that time Council's have periodically reviewed and renegotiated the franchise agreements. The reasons, given over the years for continuing franchise agreements are to: • Maintain a collection/disposal system for sofid waste that will be uniform for all Tigard citizens; • Provide a system that is financially stable; • Conserve energy used when providing solid waste services; • Provide services necessary to meet resource recovery goals set by the State and Metro; and • Eliminate overlapping service to reduce truck traffic, street wear, air pollution and noise. The last change to the franchise terms happened during 1991 and 1992. At that time, Council changed from a 10-year contract with an automatic renewal being granted every January 1 st, to a 7 year contract with an automatic renewal being granted January 1 st of each year. This gave Council an option each year to consider the terms of the franchise agreement. Council determined, also at that time, a 7 year contract fit the federal depreciation schedule for equipment depreciation thus chose this option over a 5-year contract. Staff has not done a thorough review of the pros and cons of franchising and other methods of review and control to ensure management of solid waste. S CONSI DERE D • Continue franchise agreement as it exists. • Renegotiate the franchise agreement in those areas of concert to Council. • Give notice to the haulers (no later than 12/31/95) that the automatic renewal will not occur on January 1, 1996 for another 7 years. • Council request staff review of this option with Washington County and report back to Council by December 1996 after the Washington County Task Force completes its review of alternatives to franchising. STA`PE'S RESPONSE / RECOMMENDATION - ' Staff supports continuing a franchise system since the Council wishes to have input over service delivery, rates, and hauler efficiencies. Staff further recommends that the Council review this issue again near the end of 1996. Loreen Mills is serving on a Washington County Task Force to look at alternatives to franchising over the next 12 months. Options that the task force will consider are deregulation of some or all service lines as well as various change options for franchising solid waste services as we know them today. This information would give Council a better understanding of the pros and cons of a franchising system for solid waste. management. Should Council wish to begin the process now, they would need to give notice to th--!- Vianchisees that Council will terminate further renewals of the'franchises that are granted under TMC 11.04. This notice must be authorized by Council prior to 12/31/95 to stop continuing 7-year renewals of the existing franchise agreement \ , \w++.♦,, \ a . \T\"~ \ \~Ya\`, \~i?a~\~\~+,.♦♦ ~`\x`' ;ai•\\\\~`. `a \\"s1\:,`~\`~ ; ♦ ,",:c\'":'h+~♦~- \\~\ii:gi.'•,r~ i3~\~~~\*\4 Via., \\L:C~\\\ c . \ , .i \ \ ;.:,...<,..aa::..;. ONN ♦`w,, `C,\,♦\\,~5.\,~,♦r:\ia.,,.~Y~.'::i~vv '\a'~ 'b. 4c \ @\\ \ ~ ~\9 N N" ^~\\@\ `a\\ \ ~~\v` >+,i .\2,CS\~ „ ,'~,$:'Z~+iv:i\♦\~\c::a:~} ♦♦'ic.MEN C.i`.,:I .i +.l\. ,;'i°,,..;fi~,`,Z;~,..,. ,a\aiix~' }..♦~``~,~`,\\.,,,~\Uzi,s:;z:::1:?3'~t,::~:?<S'x°~>: 3oT\`\k\\ }v ~a,♦ <5,\♦ ya♦ k ♦~\r. OEM mcm INEOItMATION HIM Council requested information on the type of depreciation used in the annual reports; rates paid by Homeowners associations; and information on the activities of the Pride Materials Recovery Facility UVIRF)• a) Depreciatim - Tigard's current report form instructions require the use of straight line depreciation for equipment and other assets. We require this even though some other method may be used for tax purposes. We also require that assets be depreciated over lives established by federal guidelines in effect at the time assets were acquired. b) Homeowners Association rates - In answer to a question that was raised at the August meeting, the only difference in garbage rates to Homeowners associations is the exemption from yard debris rates granted by the Council. This is the only exemption for yard debris in the rate schedule. C) Pride's MRF - Staff visited the MRF facility owned and operated by Pride Disposal at their site in Sherwood. Pride Disposal dumps mixed waste at the facility and is charged the same rate it would have paid at a metro landfill facility. The MRF goes through the waste and attempts to pull out recyclable materials and sorts and compacts the remaining waste and then disposes of the materials at the appropriate Metro facility. Profit is made by marketing the recycled materials and by the lower dump fees of the remaining mixed waste due to its reduced volume and the fact that it is sorted and compacted. The MRF is actually a separate business called Pride Recycling owned by Pride Disposal. The relationship between the two entities includes the allocation of space in the building housing the MRF operation and the allocation of trucks and drivers and related expenses. The conveyor and sorting operation are staffed by separate employees. Other transactions between the two enterprises include the payment of the Metro rate by Pride Disposal to Pride Recycling for the disposal of mixed waste. It appears that Tigard rate payers currently benefit from the operation of the MR. F because the time and materials to transport mixed waste to a Metro site are reduced because it is'dumped at the MRF in Sherwood. ALTERNATIVES CONSIDERED The Pride MRF is the only item under this portion of the solid waste discussion that required any consideration of alternatives. • Retain an accountant to perform a more thorough review of the activity of the MRF and any potential impacts to the Tigard Franchise with Pride Disposal • Require Pride to submit along with the annual financial report, additional information related to the relationship of the MRF to Pride Disposal activities. • Conclude that the MRF is a separate operation and take no further action. S TAEF'S RESPONSE / RECOMMENDATION • We recommend that the operation of the MRF be viewed as a separate operation that indirectly benefits Tigard rate payers and that no further actioh be taken. 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Cv Definition of Operating Margin: The net before tax profit as a percent of gross revenue. Methodology for !Calculating the Operating Margin• (1) Deduct allowable operating costs which are authorized by the City from gross revenues, to arrive at a net profit before taxes. (2) Divide the net profit before taxes by the gross revenue, to arrive at a before tax operating margin. Range, for Before Tai; ppgrating Margin: 8%-12% If the Before Tax Operating Margin falls below 8%, adjust to 10% If the Before Tax Operating Margin goes above 12%, adjust to 10%. Target Range Range Range Range Usc of Targeted Operating'Margin 10.00% 12"% 9.00% 8.00% 6.00% (1) Combined State Federal Income Taxes ("lax remains relatively constant at 35.9 % for tax purposes, irrespective of margin allowed for rates). -3.50% -4.31% -3.23% -2.$7% -2.15% (2) Capital Investments Funded by Profits to save interest expense. (Cash investments correlate to operating margin allowed for rates.) -2.75% -3.30% -2.48% -2.20% -1.65% (3) Cost Increases Occurring After Year-Enid Historic Report Up To Point of Rate Adjustment. (Impact on costs remains constant, irrespective of margin allowed for rates). -1.75% -1.75% -1.75% -1.75% -1.75% Average Net Operating Margin 1.91% 2.64% 1.54% 1.18% 0.45% 11/15/95 Tigardom.wps F ~ *'CIIISI<N~ SOLID WASTE; MANAGEMENT jER-VTCE BENEFITS For the City of Tigard 1. Provides a uniform basis for comprehensive waste management and planning to meet current and changing needs, iavis and technologies. Rather than the City having scattered ordinances and resolutions to cover solid waste collection, solid waste disposal, recycling and nuisance abatement - all regulations and standards are contained in one Solid Waste Management Plan that easily can be referenced, implemented, enforced and amended as needed. 2. Gives the City control over rulemaking to be sure that concerns unique to it are addressed. These concerns may be in addition to those set by state statute or environmental regulations. 3. Assures the City that it is meeting its responsibility for recycling under state statute and rules and regional requirements, and gives the ability to the City to implement enhanced programs that are unique to its needs. 4. Makes all solid waste franchisees accountable to the City for their performance because the collector must meet local government standards as a condition of the franchise arrangement. 5. Keeps dollars within the local area by providing a structure within which local solid waste companies operate their business. 6. Gives the local government a revenue source through the franchise fee. 7. Maximizes the City's ability to provide for the public's health, sanitation, and environmental needs. For the Custom r/ omm unity l . Assures that all citizens in the community will receive uniform service. 2. Provides an equity in the rates through rate regulation for all classes of customers. 3. Gives the flexibility to deliver special services to meet the changing needs of customers. 4. Sets a method for adequately resolving customer complaints, with the "privilege" Aft to continue as the franchis?P being at risk if high service standards are not maintained. 5. Provides a public process for direct citizen involvement in the setting of service standards and rates. 6. Facilitates energy conservation and reduction of pollution, noise and wear and tear on City roads by eliminating duplication of service. Duplication will occur if multiple collectors were allowed to provide service to the same area. 7. Assures the community will be given the highest level of recycling service, thereby giving the community the mechanism for meeting their environmental responsibility. 8. Provides the structure that allows a franchisee to make investments for innovative programs that are in the public interest and that exceed the state or regional requirements. For the Collector 1. Provides rate regulation that will give a stable rate structure to recover fixed costs as well as increased costs imposed by regulatory agencies or increased costs of operation. 2. Allows a reasonable operating margin so that adequate, safe equipment can be used for the most efficient service and so that ongoing innovation can occur. 3. Gives the solid waste collector the incentive to prove the efficiency of its operation through regular rate reviews. 4. Allows the collector to concentrate on good service. 5. Maintains a continuity in the relationship between the collector and customer in their service area. 11/15/95 TigrdBen.wps CITY O CARD t CAN 0~$S I AN RATE t'p1VIPONENT HISTORY Yard Franchise SAV Total Collect. CPI Year Disposal Recycling Debris Fee Collection Rate Increase Increase 1991 7/91 $68/T 301bs. -$4.40 1.10(1) - 0.36 6.51 12.05 - - 32 Gal. Can 1992 7/92 $75/T 30 lbs. -$4.85 1.25 - 0.39 6.61 13.10 +1.5 4.5°io . 32 Gal. Can 1993 7/93 $75/T 301bs. -$4.85 1.60 - 0.39 6.26 13.10 -5.6% 4.20/o 32 Gal. Can 1994 7/94 $751T 29 lbs. -$4.70 2.10(2) 2.90(3) 0.50 6.30 16.50 +0.6% 3.5% 32 Gal. Can 1995 7/95 $75/T 26 lbs. -$4.20 2.19 2.90 0.52 7.34 17.15(4) =16.500 2.9% 35 Gal. +13.0%+15.1% Cart or 32 Gal. Can Footnotes: (1) Milk jugs and magazines added - cost $.15 per can (2) Scrap paper added - cost $.50 per can (3) Curbside yard debris added - cost $2.90 per can (4) Also provide full service commercial recycling of cardboard, newsprint, office paper, wood, glass and aluminum AGENDA ITEM # For Agenda of 1 CITY OF TIGARD, OREGON COUNCIL AGENDA ITEM SUMMARY ISSUE/AGENDA TITLE Purchasing Rules Update PREPARED BY: W. Lowry DEPT HEAD OK CITY ADMIN OK ISSUE BEFORE THE COUNCIL Shall the City Council update the purchasing rules to conform to the State Attorney General model rules and make other changes to the purchasing rules? STAFF RECOMMENDATION A summary of these changes will be discussed with the Council at a study session on November 21. We anticipate bringing the issue to a Council meeting in December for final action. The summary of the changes is included for your review. INFORMATION SUMMARY he City's purchasing rules are authorized by three Council actions as follows: 1. Ordinance No. 85-05 - Establishes the Local Contract Review Board and governs its activities. 2. Ordinance No. 87-59 - Adopts the purchasing rules conforming to the Attorney General Model Rules. 3. Resolution No. 85-08 - Adopts the Purchasing Manual (set of procedures) We are proposing to replace Ordinance No. 85-05 with an updated ordinance that amends some of the provisions related to the activity of the Local Contract Review Board. The most important change being proposed is to raise the limit of the City Administrator's authority from $15,000 to $25,000. This would reduce the number of items presented to the LCRB for approval. We are proposing to replace ordinance No. 87-59 with a resolution which updates the purchasing rules to substantially conform to the 1995 State Attorney General model rules. These rules relate mostly to the competitive bidding to raise the limit for competitive bidding from $15,000 to $25,000. We are proposing to repeal Resolution No. 85-08 and make the actual purchasing procedure established by the City Administrator. f you would like the full set of the purchasing rules prior to the study ession, please contact Cathy Wheatley. MOM OTHER ALTERNATIVES CONSIDERED N/A FISCAL NOTES Changes as proposed increase the limit on the authority of the City Administrator to approve purchases and the threshold for competitive bidding from $15,000 to $25,000. MEMORANDUM CITY OF TIGARD, OREGON TO: Council/Department Heads FROM: Wayne Lowry, Finance Director Sherrie Burbank, Analyst Terry Tourney, Purchasing Specialist DATE: October 20, 1995 SUBJECT: Summary of Recommended Purchasing Rules Revisions Ordinance 85-05 - LCRB • Staff is proposing the following changes to this ordinance: - The City Administrator's authority to obligate funds will increase from $15,000 to $25,000. - Spending limits will apply to a single item or contract - not a part or component of a project. - The Finance Director will be authorized to approve all routine, ongoing expenditures. - The City Administrator or designee will be authorized to approve advertising for capital improvement projects. The petty cash limit will be set by the City Administrator. Section AR 80.000 of the Purchasing Rules governing LCRB procedures will be covered by this ordinance rather than being addressed in the Purchasing Rules document. Ordinance 87-59 - Awarding Public Contracts • Staff is recommending Ordinance 87-59 be replaced by a Resolution to create a more informal process for making obvious format changes and to provide immediate implementation of these processes. • Many of the modifications were a result of an extensive review by the City Attorney's office. • The following modifications to the Purchasing Rules are being proposed: Formatting and grammatical changes were made to the document to assure consistency in responsibilities and terminology. Subsections were reviewed for duplication and eliminated where feasible. Some subsections were moved to sections which more appropriately related to the topic or process. Section 10.010 (Exemptions and Definitions) - Adds some new exemptions to the list as identified by Oregon Administrative Rules. ® - Section 10.015 (Exemption of Contracts Under Certain Dollar Amounts) - The dollar limits for public and trade contracts have been raised from $1,000 to $2,500 (minimum) and $15,000 to $25,000 (maximum). The criteria for purchasing goods, materials, supplies, and services are as follows: $ 0 - $ 2,500 Quotes (where feasible) $2,501 - $25,000 3 Competitive Quotes Over $25,000 Competitive Bid - Section 10.045 (Purchases of Used Personal Property) - The City can purchase used personal property from other governmental jurisdictions without competitive quotes provided written findings indicate the purchase will be the least cost to the City. - Section 10.082 (Telecommunication Services) - The City will seek competitive bids for services if it determines such competition exists based on the factors outlined in this section. - Section 10.090 (Contract Amendments) - The amount of aggregate cost increases resulting from contract amendments has changed from 10% to 20% of the initial contract before additional competitive bids are needed. - Section 10.105 (Responsibility of Public Aaendes) - The City will pursue a policy which will provide opportunities to emerging small businesses. - Section 10.115 (Purchase Off Contract By Other Public Agencies) - Contracts previously awarded to vendors by another jurisdiction using the competitive bid process are exempt from the City's competitive bidding process as long as the successful bidder is willing to provide the same item(s) or service(s) to the City at the same price. - Section 10.120 (Oil or Hazardous Material Removal) - Allows the City to enter into a contract without competitive bidding when emergency conditions exist as determined by DEQ. - $g-don 10.125 (Real Pro eAgguisition) The City may purchase real property in accordance with applicable state law. Any purchase price over $25,000 requires City Council approval. - Section 20.030 (Single Manufacturer or Compatible Products) - If a purchase does not exceed $25,000, advertising is not required; an informal notice or invitation to vendors to submit a competing proposal is all that is required. - Section 30.002 (Definitions) Adds some new definitions of words that are commonly used i.e., "Bidder","Proposer", "Contract", "Contract Price", "Contractor", "Facsimile", "Solicitation Document", and "Specification". Section 30.005 (Competitive Bidding) - Encourages public contracting competition that supports openness and impartiality in the maximum extent possible. Section 30.010 Bid Documents) - Adds use of recovered 'resources and recycled materials i.e., paper, oil, tires to the Terms and Conditions Applicable to Public Contracts. Also adds other renidrernents regarding ^n iific:lion &J \V1itvaCto r. Section 30,011 (Facsimile Bids and Pro op sals) - The City may choose to accept submission of bids or proposals by facsimile. - Section 30,026 (EICibil1W to Bid on Construct on Contraat~ - Stipulates the requirements to be considered a "contractor." - Section 30.031 (Bids Are Oifers) - Defines the purpose of a bid. - Section 30.055 (Addenda to Bid Documents) - The City may extend the bid closing date and time to allow prospective bidders to analyze and adjust to Addenda changes. The City will notify prospective bidders of these datettime changes. - Section 30,090 (Bid Evaluation and Award) - Takes into consideration the State of Oregon's "Reciprocal Preference Law (ORS 279.029). - Section 30,091 (Life Cycle Cost Analysis) - Moved from Section 10.105. - !9eption 30,092 (Responsible Bidders: Res o~ nsibilijy Investigation) - Defines the criteria for a responsible bidder and outlines the process the City should use in investigating AF& perspective contractors prior to award of a contract. - Section 30.093 (Responsive and NonrP~ponsive Bids) - Clarifies these issues and sets forth the general rule of acceptance of questionable bids. - Section 30100 (Reiection of Individual Bids) - Additional language has been incorporated to further identify the criteria for ree~,.tina a bid. - Secti n 30101 (Rejection of All Bids or ro o~sals) - Ci iteria for rejecting all submitted bids. - Section 30.102 (Protest of Award) - Outlines the process of notification which includes informing the bidders of their right to protest an award. - Section 30.110 (13idder Disqualification) - Definition language was added for "disqualification" and "persons". Also, additional language was added in "Grounds for bidder disqualification concerning contractor using disadvantaged, minority, women or emerging small business without the consent of the City. - Section 30.145 (Right to Audit Records) - Additional language was added requiring contractors and subcontractors maintain adequate records relating to public contracts. Section 30,135 (Availability of Award Decisions - Contract Retention) - All original bid files will be retained in central Records. All purchase-related documents will be retained according to City retention schedules. - Section 40.005 (Competitive Bidding) - When asbestos abatement work is necessary, the City is required to advertise accordingly. - SPr_tinn An .n15 tmrl E_~ala~at6v. ~~d e::aru) - .^-%uditiv^GI language has been added describing the evaluation format for competitive bid pricing. - Section 50.030 (Subcontracting to Emerging Small Businesses) - Allows the City to encourage or require contractors to subcontract with a business that is certified as an emerging small business. - Section 60.005 (Surplus Personal Property) - All personal property owned by the City must be declared as surplus prior to disposal. Personal property may be declared as surplus if it is scheduled for replacement or is no longer necessary to provide City services. The method of disposal will be determined by condition, value, and/or use. - Section 60.030 (Trade of Personal Property) - The City may trade personal property with other government agencies. In these cases, traded property is exempt from public bidding. Trades can also be made with other parties as long as the market value of the traded items are documented and a proposal to trade an item for another item is available to other potential vendors to encourage competition. All trades must be approved by the City Administrator. - Section 70.010 (Personal Services Contracts) - Better defines "personal service contracts" and the role the City plays in implementation of these contracts. Aft - Section 70,020 (Screening and Selection Policy for Personal Services Contracts) - Sets forth the policy to select a qualified consultant. AR 80.000 (Procedures) - This section has been incorporated into the Ordinance relating to LCRB procedures. It has been replaced by a section on the purchase of real property which stipulates that State law must be followed when making such an acquisition. Council approval is required for any expenditure over $25,000. Pre-existing AR 90.000 has been renumbered to AR 80.000 and the new section on recycling has been assigned to AR 90.000. - Section 80.010 (Emergency Contracts) - Stipulates what constitutes an emergency and the procedures for entering into a contract given these emergency circumstances. Section 80.015 (Specific Exem tics) - Clarifies the criteria for exempting public contracts from competitive bidding. - Section 90.020 Grand Name or Mark Exemption Ap cations) - Moved to Section 20.050. AR 90.000 (Regyciable/Recy ling Purchasing Guideline) - This new section outlines the City's effort to purchase and use recyclable items and materials within the organization. Areas covered include purchase of. paper products, composted waste materials, retread tires, re-refined petroleum products, building insulation products, and recyclable plastic products. In addition, the City will make an effort to recycle or reuse: paper, cardboard, scrap metal, tires, lubricants and solvents, lead acid batteries, roadside brush and chipped wood waste, plastic materials, and surplus property on a routine basis. Resolution 85-03 - Purchasing -Manual • The Purchasing Manual included in this resolution is proposed to be deleted in its entirety. Instead, the Citj Administrator will have the obligation to produce an administrative manual for purchasing procedures. • The purpose of the Purchasing Manual is to provide an internal resource for staff in relation to ongoing routine office supply purchases and spending authority limitations. tlfldooMpurchgs AOL CITY OF TIGARD, OREGON ORDINANCE NO. 95 AN ORDINANCE RELATING TO PUBLIC CONTRACTS AND PURCHASING, REPEALING ORDINANCE NO. 85-05, ADOPTING REVISED PROVISIONS RELATING TO THE LOCAL CONTRACT REVIEW BOARD. WHEREAS, State law mandates that all public contracts shall be based on competitive bid except as otherwise provided by law or the rules of the Local Contract Review Board; WHEREAS, Local Contract Review Board rules and procedures are necessary in order to carry out the State law to ensure a fair and open contracting process and to protect' the City against litigation; and WHEREAS, the Attorney General Model Public Contract Rules Manual was updated in August ef 49901-4d WHEREAS, the Tigard City Council finds it necessary and desirable to modify the City's Rules to be in conformance with the Attorney General's model. NOW THEREFORE, THE CITY OF TIGA.RD ORDAINS AS FOLLOWS: Section 1: Ordinance No. 85-05 is hereby repealed in its entirety and the following is adopted as the revised provisions relating to the Local Contract Review Board relating to public contracts and purchasing: Section 2: Policy 1. All public contracts shall be based upon competitive bids" except as expressly provided by State law, this chapter or the rules adopted by the Local Contract Review Board. Section 3: Definitions: As used in this chapter, unless the context requires otherwise: 1. "Board" means the City of Tigard, Local Contract Review Board. e~,,;txw~% :.:t;.^•,,.A^s%or,`:£kYixi~'~F~`~v~::s.•; r,:~`r" . F,..,:r~> aY'~'sd,;rS~s'q ~ZS'i3 iirr~.xi~>"`.';S ~7k~1<%cl: re,~r ..t2L'a:*.+t.:-'?.:aw /.c.*{..•'.:;:::RLIi~"r. i~:h:c;t}:3~a:ie,,.:'.v 'fl2a'eo«~C~..taCooo-w.oa.Rru~:.' 'r.a£io-Ycw#•ra'~1crak.'"~.w::awkav~r' 28. "Personal Services" means a contract for services performed by an V' independent contractor in a professional capacity. ORDINANCE NO. 95- Page 1 . "Public Contract" means any purchase, lease or sale by the City of personal property, public improvements or services other than A901w u^yrp°viice~tS which are for p~°.r.°a^v^~l services. 4 "Public Improvement" means projects for construction, reconstruction or major renovation on real property by or for a public agency. "Public Improvement" does not include emergency worn, m1nor alteration, ordinary repair or maintenance necessary in order to preserve a public improvement. Section 4: Local Contract Review Board: Powers: Authority to Adopt Rules 1. The City Council shall be the Local Contract Review Board. 2. The Board shall have all of the powers that the Contract Review Board shall exercise in the State at large. 3. The Board shall adopt rules governing the awarding of public contracts. Section 5: The Organization of the Board 1. The Mayor shall act as the Chairperson of the Board. The President of Council shall act as the Vice Chairperson. 2. The Chairperson shall preside over the meetings, and in the absence of the Chairperson or in the event a vacancy occurs, the line of succession shall be the same as the line of succession which applies to the Council. •n;.-•n~• rN4\,,.'M,J ::t :^ri }:C:K^~!tN , ':i f: ~C:: f: ^`•t Yfa•NH.,# •n.,n.nv.vn,,.wn: n,w.`:Jf.~A'>.~ `:X~"Jn:,..v nv..nmr.:,,x,,,,.n+,r„•n, nnw•nv..a.w,,,w • .,t....xa.a• .J:•: ::.}~f•~J}N ~ ;}:n ;};v:~a.rtxo•q ~J}yv}>}:n}ft.•• \ v:v:err,}:;;.y:to}:« J :t•:cra}} €>scar€il'`sia~ rent .a.`4)w~:~ T. .:;3•`y;~.,.~ }.;k;.,:~.;>`xt...: ::'";JM?>.:::;}w:ttt:^ J::::a7.:. 4::??: ~#:J w:,~:f `nit; ~:•.u::,•:.k~f:.t: i;.:•.;'<a)..• ,.,,~`c :..,L'F.::Ru...:,. c-, t<}.}.v:: ..~J(~'r..IjF;i~~if 3::}:i^..:v.:m'v\~:i~:CR~~\ti•:ri~J:bL~'P.A:J:I.::?itii^}}jyn~n`Rn'{:v Section 677: Meetings: Notice: Agenda a•:•;.}:•:}:..;::: • • }:!tttgy,;<ar,.-x;:':•}v:<:.}. -^-;;y:<y:..:..:;.t:t•:a:.::#;:tt::o:•:.:•}:t4r - 5.:;..,):tititatJ:..},\: 3): ':'i-\: •.<}?'::;•>}}:::.:t%:~~:~o.>?:tt;;w.},:.~•.,.v..;..:-;::~'::}•:.}},. :.s:t•.}}•.;.}-,:::.!`,5,.,:: .~..:;o ~t;~} ~3?:.t~~:>... ~.}v..:::>.t : y:J :ft..z:;: r}:...:. ...2 }r:;~:;'" z.}i'. :<v; .:,.:::.;sxa}>:~s:;:•:c•:x.}.t•:c: .t'2'•+1:.4}w.;a1oJ}xcA.a}}:v.cS;Sha;.Ri:.a;:}Y.:}.tt)Yy,:a a<iJ`}}:?;::':%:o}x•}}ia r:~:,x~}f+':<,`,:•J}}}:.x't.::t:~i: <4::::::;:2<:`. 42. Meetings of the Board may be scheduled at any time including either before,, or after a regularly scheduled Council meeting. Meetings shall be called in the same manner as a Council meeting. ORDINANCE MO. 95- Page 2 INNER 11111 1 11 !1 11, 3 . Notice of the meeting shall be given ded by state law. e4'l:.:s:::Lt. <.t'':<ClBt?lt >3 : " kEn ara3E Mon krn} :.:::......:.:.....,.,.......:.:..:::.::..n.:....:.:.:..:.:.:..:... v;h:?•: .;4' .:::.....:.....:...:::i:•.•.,.. 00 .:.W:::n<awkc?k<.:m:a}xn:?.ik}}l'i}}:;iii;;::%Yk:'k>k:jz'£•i :•:Y..}:;<;•.:.:).rnc?<j+G..K,t.`}K.i a,'w}}}: t r p emt ers s <t aadA ~eilrr~9zo #ascr~ i [~:r,~y' :i:..:.,:r.:: •.:!;:..:.c kti':..ak::Y.. `~::.':kkko.<::: .::::...,........:ti.:::::,.:: c::::ck.}•.}:.,,:o:k<:.k ~.::7..::.~.~ ................nn::~.,.~.:i~,t,S~4i,~~<?•;iG1:7~:`v:.■y:(.y~.A:QF~ti'I.4A:'i.:i.`•'118:a:k~~:{~'~~.~;... }..f.,:. r{ ......v ...:n, •.r.:;:}'~i~. ?<}•'i:.:c7•}}}}}y':`::k::kkvk'r,.;;iu{k:ji:~l:"yv;:}'F.i::::riii: <4i}}}'}}:?:';•}}}:• •GEk E. ,risi:D:i.~,.,.isii~..M,`..~.;'';#`1t~c~R~:z£sf:'.~w~' i:~.e$~t' : 'T~% •k.try.:::::.:: r:::..::. r }:.:.:,,f,.,.;:.:iii!~:`:kk:k:}:: i•::..::n . s[ y~ ass;: albs<>°"'p.}, :.:3.}.. { 1I ` ;i . ..:::::::fi' lk<>:<.?:.:k} b . r. -A M 4 . The agenda shall be prepared by the RUfGhas;'n„ .......::.:::::..::::...y.. ~ h! ertc a o3 a firr►c s > C fi +ar sib I it t ::><>;::;::::}kkk::k; ~ br~~f ~i~~c1'~pkit~~ af°~G.~t~l~b'~ €~XB~~~3~• ~~Td:#h :.::,:::;.:}:.:.:.}}..r:;}::`}:::}:;<•}:•'c•c;;:c.}}k}};k;.}::;.::i::<k{:`:9.k~i :::;:kk::5:}":::c:;:`:.Y: •.}}};^u}}:~b• }v}•.:}•Y::<}>::k::kk}::: }Y.Y: }::v-:. w :::::?•}•.v.a:•: yvv?v,.l:{<.}};..~..: :.r.:v: :.n:•.vw:::: - :•.v; n...: ::v..... v ; . >.}}}'.}::.;•«k;.}::?;.;;}:.:<.::;.>:.:;.}}}};.}}:.}:.:.}}:;.}.?::.}:}:;:;vlt~tfj}}:.:art ::<:::>:<::<: sx~ttfi casetrtngspe1 o d~gP.~~ttth~ ter taut ORDINANCE NO. 95- Page 3 Section Attendance: Quorum: Voting 1. Attendance of, at least, three Board members shall be required in order for the Board to take any action. 2. Actions exercising the rule making authority of the Board shall require a majority vote of the Board members present and voting. 3. Actions exercising the administrative or quasi-judicial authority of the Board shall require a majority vote of the Board members present and voting. Section 0: Decisions By The Beard 1. The Board shall exercise its rule making power in the same manner that it exercises its legislative power. 2. The Board shall exercise its adjudicative power in the manner provided by State law. Sections Records 1. The 13--teasing-Ageh t or designee shall be present at all meetings and shall provide for the recordation of all meetings and shall maintain minutes of all meetings as required by law. 2. The t shasiR9 Age€A- 4 or designee shall maintain the records and prepare findings and reports as required by the Board and the rules adopted by the Board. .:f-0 vbw;r 1`:M,Yf '7 ✓?yK K:"K}KSM.! V$t : Yr~tr H Mh:r(fr;x; tjp~{jpt ".tkd j~7 vet kP SCY>tM.M. ki ~,$~fC v":•f iY •~Y ~)E S+ C~.'~s h;A .'.I1R:: ..1? Pw. .s.<.>:`.::~::".>:;;:; OR ;cy;.' ~.~,4is~~~~~ ~ i? a ? hR;x:vri,n`v:,v ,R, .v;,c>ti<Yd •';,vr.G.:k•R:::v:;.:.:;:: ?:cta+}::2F}i}.; • . C:t:1'::2SSY"icN;C;X'G+::.Lh`•:b:.K V ttiKS}:::,..;,.2.'S;:A",C•cC +:Giv}R:44,h:6sr: K• n. f.'Sfi; t Section 1g'f: Authority To Obligate The City K'r 1. The Geuneii a rY shall approve all public contracts and persona services contracts except as otherwise provided by Section 11. Section 142: Delegation Of Authority Tu Obligate The City 1. The Administrator shall have the authority to Ww" obligate the City without specific Geuflsi6 approval wed les-adopted-by the-Bea" -af ~ as follows: ORDINANCE NO. 95- Page 4 a. T41,e- peFsen -41, 0 • F:iV YMT}b'... xT•3}v ry}:24'S.}(•\C:2. ..:{p}x.v9Mv, vYn.2: •..\+v. %n.4{Sn}:..:•:::::.v.: .}X \{{{•:S• ®I' L . rE.::L,.:i.~kvh":`J'•?:;'.+`:ra.rkrv:i.+hr~r~t;iii.vJ%~1.t%~vnA::.•..i:{:::o::ii:.Y:::::~`.::...F:!]....,T;:ii~::t:. ,;}}Y :w:;•.`~t::i:.'v:,."EVE,;:::.b:;Y;.;,i>~"~~'yy~R~Iiit:l~•,,iVIF`:{jli$,.'b7,~, :;iif.t.~i"3, i'C34ik`:.(J.MiI'h44"~C3R•. v~{i.:•\.~}v]}}~.. +THf}: :.x Y :k •'+tl,i,...{•}y.`% v,: {.iS.y}Y.v •:fi:40>.}+T:{;•; r ~I.i~ITi'f:dY+~~~.V:}M~.M. '.t•• • • : .~a: DES>~~vitft< ..ww.::::::.~.Y.{,..... ~.m}}}r:,T:z>~{ .:Y}:.,} .}}}T}T:::{.T !ii. S:±7►t°9<T::} Y 't; } is . ;;3t'Ck{Chk •.v,.v:: }6. vS+vn. n.:C.} xMJ~ti11}>Y.. Ann n..\ \...,....,v:i.J.,S•:vtwYn:n\:4}}.v:::::::::}}::}i:~::}\0...:v......,... n.n.,..........v..+ " :'•4.'~}i~v>: {:4:4 :2x. 'vv v,{.•+vyv •x v ::\:iv:iT'.}ti..' iv'i:T:GS!f{?{.:,.'n:n:.TT:':4v::ii:N.y{{l ::rpi}:...}}T"::S{vv::i' ::::'.,i i.';ivt}:i l.}:i:{;i}2}Ti:: •.v.:.}}}}}: v:n:4}}i:•}T:' 2. paFt ef an adepted budget, the Mies adepted by the aFd aFe satisfied by WFittPFFfindings, ~-r made--of-the #ansarAien - ' ki^k sh - ~s the Mier, have been satisfied aRd the v.... i!C{nY.;TT:.:SL.)+}.. AT• •'Y..J}'F.{vx..y{;:..x..v.N'p}};.y. ....:nvn:..w: v: wv.....:.:: v.i•..}}i:h'vii}:::} n}}}}}}iX{{{{.'F.tn::i{:x:r.::::: n..v.:::::.,.: s:3:::.: :.:€c ~.,vA},,,Ys: ~A::}:n.T:.,.:}}};::.}>}:{{«.Y:i•:«.v. }•i:..i::.:. ,,s.'~.t:i~::'~'..'Cr..~~~~~:> 3. 1 WithGUt PFiGF _1 the LZ_ - fits#ttr:..'.. . ;>S:;n :..w:: vy.s:A... ............n..,}F....n ..................5............. n... r r r : Section 1: Petty Cash 1. A Petty Cash Custodian shall be appointed by the Finance Director, and the Director shall establish guidelines and procedures for the expenditure and accounting for petty cash funds. 2. The Petty Cash Custodian shall have the. authority to approve purchases using petty cash provided: ORDINANCE NO. 95- Page 5 a. The purchase shall be for an incidental expenditure; b. The purchase shall not exceed $2; and !:Yieay Z bK 1 (n.x: yv.Y ..:n{C.{Q:~; -MMM It, G. The PUFGhase GGFnplies with SeGfien 13. Section 119: Limitation Tn Fxnandittirag 1. The delegated authority to obligate the City shall be subject to the following limitations: a. The expenditure shall be for a single complete item or contract; and b. The item or contract shall not be a component of a project except in the case of a project which involves a personal services contract and a public contract. In this situation, the personal services contract portion shall be considered a single complete project and the public contract portion shall be considered a single complete project. Section 145: Duties Of The Administrator 1. The Administrator or designee shall establish and maintain a centralized system for the purchase, contract and sale of property and services. 2. The<>Administrator or designee shalt prepare a manual which sets forth the procedures and forms to be used in the award of public contracts, personal service contracts, construction contracts, and the sale of property for adoption by the Board by Resolution. 3. The jAdministrator or designee shall implement the procedures 4: -"f , n set forth in the manual and, as necessary, shall recommend amendments to the manual to the Board. Section 1b`: Duties Of The Finance Director 1. The €€Director shall establish, maintain, and amend, as necessary, accounting procedures which set forth appropriate controls to implement the authority contained in this Chapter and which comply with Generally Accepted Accounting Principles. Agent. ORDINANCE NO. 95- Page 6 • Th- s manual ra r d by the Administrate-and adepte- by-the- a' uMmg aeGe morsel. we s by Reselutie'.- _w established -hy-fhe Section 1s: Purchasing From City Employees 1. The purchase of any supplies, materials, equipment, labor or services, including personal, professional, technical and expert services from any City employee, or any business with which a City employee is associated shall be subject to prior written approval by the~dministrator and approval shall be based upon findings that: a. The purchase will be at the least cost to the City; b. The purchase will result in the most efficient method to accomplish the City's purpose; C. The purchase could not lead to any alleged violations of the Personnel Rules; d. The approval of the purchase could not lead to an adverse employer-employee relationship should the contract be unsatisfactorily performed; and e. All rules adopted by the Board have been satisfied. 2. For purposes of this section "any business with which a City employee is associated" means any business of which the employee is a director, officer, owner or employee, or any business association in which the employee owns or has owned more than ten percent of the business within the preceding calendar year. is aFnendedte._____1_11 Be the ohief s-agent -with --fespes Gity- Section 19: The Tigard City Council further directs the City Recorder to file this document and any future revisions with the Washington County Board of Commissioners pursuant to ORS 279.055. ORDINANCE NO. 95- Page 7 Our- -this is heFeby d-erAaFed to an- effe PASSED: By vote of all Council members present after being read by number and title only, this day of , 1995. Catherine Wheatley, City Recorder APPROVED: This day of , 1995. Jaynes Nicoli, Mayor Approved as to form: City Attorney Date ORDNANCE NO. 95- Page 8, Mal mom OR IGARD OREGON CITY OF T RESOLUTION NO. 95- A RESOLUTION REPEALING RESOLUTION 85-08 WHICH ADOPTED A REVISED PURCHASING MANUAL. WHEREAS, the rules of the Local Contract Review Board have been updated; and WHEREAS, such rules provide that the City Administrator or designee is charged with the responsibility to maintain a purchasing manual and system of purchasing; and WHEREAS, to provide the greatest flexibility in the administration of the purchasing rules adopted by the Board, the purchasing manual does not require Board adoption. NOW, THEREFORE, BE IT RESOLVED by the Tigard City Council that: Section 1: Resolution 85-08 adopting the revised Tigard purchasing manual is hereby repealed in its entirety. Section 2: In accordance with the Local Contract Review Board adopted rules, the City Administrator is charged with the responsibility of maintaining a purchasing manual to ensure that all City purchases comply with Local Contract Review Board rules. PASSED: This day of , 1995. Mayor - City of Tigard ATTEST: City Recorder - City of Tigard (Note: This document will be revised (No and put in an ordinance format for final Council consideration. CITY OF TIGARD,. OREGON ORDINANCE REQ.-UT- ON- NO. 95- 5- A RESOLUTION REPEALING ORDINANCE 87-59 AND ADOPTING RULES OF THE CITY OF TIGARD LOCAL CONTRACT REVIEW BOARD. 4E°EhS, ine Attorney General updated the Model Public Contract Rules Manuai in Au~ast-1985i" ;and WHEREAS, the Tigard City Council finds it desirable to modify the City's Rules to be in WIN conformance with the Attorney General's model. NOW, THEREFORE, THE CITY OF TIGARD ORDAINS AS FOLLOWS: SECTION 1: The Tigard City Council, acting as the Local Contract Review Board, does hereby repeal Ordinance 87-59 in its entirety and adopts the attached "Exhibit A" as the new Local Contract Review Board Rules; faleS. PASSED: This day of , 1995. James Nicoli, Mayor ATTEST: City Recorder - City of Tigard Date RESOLUTION No. 95- Page 1 "EXHIBIT A" CITY OF TIGARD LOCAL CONTRACT REVIEW BOARD RULES The following Administrative Rules (AR) have been adopted by the City Council acting as the Local Contract Review Board and are effective January 1, 1996. These rules have been adopted pursuant to the authority granted to the Board by Ordinance No. 94- The rules shall apply to all contracting, purchasing, and selling of property or professional services by the City of Tigard. TABLE OF CONTENTS 10.000 Contracts Exempt From Competitive Bidding And Requirements Contracts 10.010 Exemptions and Definitions 10.015 Exemption of Contracts Under Certain Dollar Amounts 10.020 Contracts for Price Regulated Items 10.025 Copyrighted Materials 10.030 Library Aggregate Purchases - Library Periodicals 10.035 Advertising Contracts 10.040 Equipment Maintenance Repair and Overhaul 10.045 Purchases of Used Personal Property 10.050 Purchases Under Established Requirements Contracts 10.055 Gasoline, Diesel Fuel, Heating Oil, Lubricants and Asphalts 10.060 Requirements Contracts 10.065 Investment Contracts 10.070 Insurance Contracts 10.075 Employee Benefit Insurance 10.080 Data and Word Processing Contracts 10.081 'Telecommunications Systems Contracts 10.082 Telecommunications, Service 10.083 Office Copier Purchases 10.085 Single Seller of Product Required 10.090 Contract Amendments 1l0~.100 Affirmative Action Contracts ifw /`....1.. 1+.....a n... 1. L!4~`^r v~i?x.~:r :resrwri:..4fRaaxa:a:xo~h cswta Ou:;r •.HVt w ♦x{`.4k buaxk. ^:3 .}~,rU k•.~<; 10.110 Request for Proposal iav:w'~ticaotRa~D~z~::}'xf>7::}•:x:::a6:<x}4,v~G:.Six' wv.:~.c::: {•::;4:.1>:. .5})S {R6 r,~;,•x.. ~ u%sestaxt ^xttxt%src•`~• uC?C:i:t•}rif4ni}X{?•::;5}\CC}}}~.•v S>}.{+.• ~J:Ji}}n~ti:•iri<~xSf.~Y.{{L:•iG:;v:Y.-0G9JC`'i%A•}in:::Ji:{w.?4.t::: M:}}:Lr.{{>}\C`v:? V.;i{kv TLaJfittik: \fiar}:.4:?vf...i:?S:Fi{r}: .i:CRv:i3:.i0h P$}'•C 20.000 Brand Names Or Marks 20.010 Specification of Particular Brand Names or Products 20.020 Copyrighted Materials 20.030 Single Manufacturer or Compatible Products 20.040 Product Prequalification tJ^T} ..SK^•x ~ ACM:.: H.v+~M :GC•:f K' Y.:: f. >Y,.{ /IYJ/NN• AC!{{hu; v,{{.:f?C v{%:t:'i}%F: ff.J:6 >:{:.:{:rR;•:a`M'.:otiau.;k.:,.}}.r:.v`.wYa;w:L}}.,.:.:R:S.v.V::a,.....of}}:?;:•r.::~..,...~.~.aai{a.2 ::x:~ >.:.c,.::r:::: }::fires' vi ,,k r.}} ~mw.•o. y:~y..w; i; +iMCtc.,,. raM}~ kY xaavM••<xq:vtt,{ S.tf,'t;~kkk::i::S~"w'rS:{kkJ::u. '•:C:Rw}Y:YJ#f:oJf:Sc }`!'.`a:b.3~};;{:kv:~RrXr':.:::{.:,;Vo:;,'S%co6..^^4. ,+.;;o-f•;R?Sf...^.:•ka`:>}i::. 30.000 Public Bidding Procedures 30.002 Definitions 30.005 Competitive Bidding 30.010 Bid Documents NOW- MINES Or I WINE 30.015 Public Notice 30.020 Bid Preparation 30.025 Bidder Prequalification >:;?>~aut{sxa,»::. o}ivca.' a•7.;o~CN.~..,,cfi:,.::G+`:.,iti.,w~rnfw.~.:L}:`~Vk{;a:.iuh nat{,w~i~:'c~;wG}>:ti; 30.030 Bidder Submissions sr>~•:.•~'~< t# • elm 30.035 Bid Security 30.040 Pre-Bid Conferences 30.050 Protest of Bid Specifications -2- 30.055 Addenda to Bid Documents 30.060 Pre-Opening Modification or Withdrawal of Bids 30.065 Receipt, Opening, and Recording of Bids 30.070 Late Bids, Late Withdrawals, and Late Modifications 30.075 Mistakes in Bids 30.080 Time for Acceptance 30.085 Extension of Time for Acceptance of Bid 30.090 Bid Evaluation and Award •<tix u r x.+:<q~~<u,t<o6{t;< +m<me;~ +q . H.' m# aoxv. x xw ,i«c• ..,5' w%~l.~Wi:N~ . • Y'«v'L~~ F.n:M<nu..~. •r::GnC••.W.:i:F.Y f~:f~~.v,~v~ ~'i"~~~:#dd~»° ~W~( :<,€~~r~st~ •,j,~atr~rr~ ...wv:: C:w.~,.:«:o :..<..5. at2.A ~.cawniw:or.;cv.<.<'+::•>:c::~.x•,..wax'Y.ivS~'fi,.~'^`.~~~"`.<:c:~p,:.:::.' ,.:``~aR.:hR<:a::;rt:Yf,::7:::::::a:::% „ .,i. wsx •mr+••....mwx<u. . ww..v;;: ; x!a::+.:<xrx: •v<. ;%«:<r,::.rt~~:;:<::r.:z:><:t>>;;;:::;<::z<::::<:i>'.~.i~.•.30.095 Low Tie Bids 30.100 Rejection of Individual Bids or Proposals nv.:t n4%Y'vtn AirnvWn+iW>h AASL:ttcOn QOM(<~.CriAvi~~\hi.'\<~i'~'C. al. <i(~:~ 30.105 Negotiation with Bidders Prohibited 30.110 Bidder Disqualification 30.115 Cancellation of Invitations to Bid 30.120 Disposition of Bids or Proposals if Bid Cancelled 30.125 Documentation of Award 30.130 Foreign Contractor 30.135 Availability of Award Decisions - Contract Retention 30.140 Performance Security 30.145 Right to Audit Records 30.150 Right to Inspect Plant 30.155 Contract Cancellation Procedures Public improvement Contracts 4%'V 40.000 Application 40.005 Competitive Bidding -3- 40.010 Public Notices 40.015 Bid Evaluation and Award 40.020 Contract Cancellation Procedures 40.025 Retainage 40.030 Progress Payments 40.035 Final Inspection 40.040 Final Estimate and Final Payment 40.045 Claims for Unpaid Labor or Supplies 60.000 Waiver Of Security/ Rid And Perfonnance Bond 50.010 Bid Security Requirements 50.020 Contracts Under $10,000 v.~°• h rn .t:tr,vrr;..;.:«: xr..t:.':. ^nrr. t«kwft:•:Y::t•}:tu 60.000 Property Disposition Y WM, ~t :Yt}y:MY .yN rrb~C G::C : 'f. .}J ,Y 4:h }xv:.ti:.lvvr ..4r.:::plnY: n~.}i%:, r.:wwv.: nv......v..w:. m n., n. n:..•n: n 60.010 Auction Sales of Personal Property Aft 60.015 Sales of Personal Property 60.020 Liquidation Sales of Personal Property 60.025 Donations of Personal Property • ~ Y :J}:^r;:t.YA}%•: YM:tMYf' t$3C.'d:C Cw~S' v `AFtJfVCG:~>'N.A\S}\xifJfi.}:: 70.000 Personal Services Contract 70.010 Personal Services Contracts y+;QV` «Y?Mt ~rrrxb: r k~vr3(.ICMv...}Y{ j((/pyM'r jr(~±~! i~Y]MNIw~r.Y`n•. •xr~MM.,fY«}'M•!4'nyS: •.;}:xyuw.. s ya ~ ".~!A~Trr~~~)tb~' ~;~MC•{GTI~M Gt1[:.Y.~M1t::A:~t~~'% ' L~:Zt" 2A~:wbA~.::a:RCS'•ST`"'~ N:2:j:.`.c~.:::sxS:thy:tt:.c:.:oRr~;o::~:u:;..;.w:~.: :':#'.i::::xs,:::.`.k::'J;:::::ii.,.:.`\\~dti3::us' w ,.~ti~i ~i,47 ru: ,:zz.xt`w`r~:~„:, :a;•,;.M•.i,t::o.. n 99 9 80.045 Meetings 80.020 RepeFts 80.025 ule- AFAeRdmeRt, 80.030 Meeting Agenda' 99.0990 Emergency Contracts: Specific Exemption Requests: Board Exception Procedures. Temporary Exceptions W -4- ' BEIM 99iK_` Emergency Contracts 90.016g- 33#'F Specif c Envii"tiojls 90.920 IRMe--. BA rExew{3tiGM 90.030 Notice Of Application 5£ Board Hearing 99:8488 € Temporary Rules Exemptions 90.9 3 Unanimous Consent Calendar ~39o7Y Y'E• N:S:aX`A; ' /l.{+A^SV{ }fifQYY '•h~V N.r l.• 4Y MCSSS{•:S: .'.i~0~•ir• ~1~~ :Nt~~ra~~{~ ~s:~t~~i<i<~~ • S{!S:N.• ' b Yl.4:MY '/•il-0Y. ~Wh'~!SM Y~}Yrwr NSS•Y.! Ziv:~'v':J h\4ii:•.u 3n'C(iV :n'•XSi~4!•±:i::C:isX4i:+C:iS:~~i~~5:~••..~r•'•iix.l.Ln4.~rinty'•.'•:d33::4'0.24{.wi::n~. r....:n.......... r. r..... AIMIL r -5- TO DAT TIME AM p ' - iH FROM AR CODE lo, OF 5 EXNO. T. Ail - FAX# x30 E.- E S A C o SIG PHONED Cjq,2&C ffFM-ED ❑ AMST ❑ WASIN ❑ WLL ❑ DRQW ❑ SEE YOU ACLAJN am-W - INTL STUDENTS LC 167 4 r-4z, u n PU!b n een:8 litfi !elffe re November 14, 1995 Ms. Terry Tourney Purchasing Spediallst City of Tigard 13125 SW Hall Blvd Tigard, OR 97223 Dear Ms. Tourney, it was a pleasure speaking with you last week, and finding out that Tigard has a such a strong recycled paper purchasing policy. Through its commitment to buy recycled paper, the city of Tigard is taking an important step toward keeping waste out of our landfills and conserving natural resources. Ths addition of a definition of "recycled" would rnake the policy an even more solid document. The federal Executive Order defines the minimum content standard for recycled paper as "no less than 20 percent postconsumer materials beginning December 31, 1994." The purchase of paper with a high percentage of post-consumer waste is the crucial step in closing the recycling loop, and making recycling programs work. Section (1) under the section "Purchase of Paper Products," could be amended to say, " The City shall use recycled paper, containing at least 20% poet-consumer waste, wherever possible if available and compatible with existing printing and copying equipment." Enclosed, you will find a letter of commitment to buy recycled paper. The City Council's formal signing of this letter will establish Tigard as one of the increasing number of municipalities making commitments to recycling. If you have any questions, please feel free to contact me at 768.7128. 1 took forward to working with you before the November 21 st meeting. Sincerely, Laura Etherton OSPIRG Campus Organizer 1536 SE 11th Avenue, Portland, OR 97214 (503)231-1909-fax(503)231-4007 printed on recycled paper Later of Commitment to Buy Recycled V e, the City Councii of T igard, hereby declare our commitment to complete the recycling loop by purchasing products made from post-consumer recycled materials. We acknowledge that by using our purchasing power to support the manufacture of goods made from post-consumer waste, we stimulate the market for collected recyclable materials, thus enhancing the economic viability of local and national recycling programs. Furthermore, the use of post-consumer waste In manufacturing new products provides definite environmental benefits, including less burden on landfills and Incinerators, lower consumption of natural resources, and less energy use and pollution associated with the extraction of virgin materials. In recognition of these facts, the State of Oregon's commitment to buy recycled products, and our own policy of recycled product preference, we hereby commit to purchase recycled products as outlined below: By January 1, 1996, all printing, writing, photocopy, and computer paper purchased by the County of Tigard must contain at least 20% post-consumer content. All bidding and contracts related to paper purchases shall be amended by January 1, 1996, to reflect this. Signatures: Names: Titles: Date: AGENDA ITEM #-10.3 For Agenda of 11/14/95 I-ITV vc -rit- ARv, t-%Dr COUNCIL AGENDA ITEM SUMMARY ISSUE/AGENDA TITLE Resolution Adopting _New Park SDC Methodology and Fees "L PREPARED BY: D. Roberts DEPT HEAD OK CITY ADMIN OK ISSUE BEFORE THE COUNCIL Should the City adopt the attached park system development charge (SDC) methodology and fee structures' STAFF RECOMMENDATION Adopt the attached resolution authorizing updated park SDC fees against residential development and a new park SDC against non-residential development. The resolution has been reviewed and approved by the City Attorney's office. INFORMATION SUMMARY At its August 8, 1995, meeting, Council directed staff to prepare the paperwork required to implement revised park fees as recommended in the park SDC study. The date set for the required public hearing was October 24, 1995. At the October 24th meeting, the hearing was continued to November 14th. Wearly September, notices of the hearing (see attached) were mailed to: (1) organizations, such as the Chamber of Commerce, the Downtown Merchants Association, and the Metropolitan Home Builders, whose members could be affected by the SDCs; (2) major local businesses, such as Pactrust; and (3) those who had submitted applications for City development review approval during the past eighteen months and whose projects potentially could be subject to the new fees. In all, twenty-three notices were mailed. Two letters, one from PacTrust and the other from the Tigard Chamber of Commerce, have been received in response to this mailing. Copies of these letters are attached along with a staff response to the various points raised in each. Attached also are copies of letters previously sent to Council from the Home Builders Association of Metropolitan Portland and the West CIT. Still another attachment is a partially updated park SDC fee comparison table. OTHER ALTERNATIVES CONSIDERED 1. Adopt lower fees than supported by the SDC study. 2. Do not adopt an SDC on non-residential development. 3. Do not adjust the existing fees. FISCAL NOTES During the five year period, 1990-94, the existing park SDC generated an annual average of about $200,000. Had the proposed fee schedule been in effect, an annual average of $440,000 would have been generated. DR/sdc.doc November 2, 1995 Mill CITY OF TIGARD, OREGON Ism RESOLUTION NO. 95- A RESOLUTION ADOPTING THE CITY OF TIGARD PARKS SYSTEM DEVELOPMENT CHARGE: AND THE ~IETHC'^1-11 ~ 1 U,ciEV TO ESTABLISH THE CHARGE WHEREAS, Tigard Municipal Code chapter 3.16 defines the authority and process for imposing park system development charges (SDC); WHEREAS, The purpose of the Parks SDC is to impose an equitable share of the public cost of park land acquisition and park development upon those developments that create the need for or increase the demands on capital improvements; NOW, THEREFORE, BE IT RESOLVED by the Tigard City Council that: Section 1: A parks system development charge is hereby imposed upon all new residential and non-residential development within the City as follows: a) Single Family Unit $1,050 b) Attached Single Family Unit 660 c) Apartment Unit 540 d) Spaces within a Manufactured Home Park 740 e) Commercial/Industrial - Per Employee 49 Section 2: The methodology used to establish the above system development charges, which is attached as Exhibit "A", is also hereby adopted. Section 3: The capital improvement plan required by state law as the basis for expending SDC revenue for park capital improvements shall be based upon the attached Exhibit "B", which was adopted on 6/13/95 as a component of the city Capital Improvement Program. Section 4: The Parks SDC is payable upon the issuance of: a) A building permit; or b) A development permit for development not requiring a building permit. If development is commenced without an appropriate permit, the Parks SDC shall be payable upon the earliest date that a permit was required. The Community Development Director or his/her designee shall collect the RESOLUTION NO. 95- Page 1 system development charge from the permittee. The Director shall not issue any permit until the charge has been paid in full. ® PASSED: This day of Mayor - City of Tigard ATTEST: City Recorder - City of Tigard DR/sdc.doc November 2, 1995 Alm Adak RESOLUTION NO. 95- Page 2 September 1, 1995 This is to notify you that the Tigard City Council will conduct a public hearing to consider changes to the city's park system development charges (SDCs) and to the methodology pertaining to the calculation of these SDCs. Both public oral and written testimony is invited. WHEN: TUESDAY, OCTOBER 24, 1995 TIME: 7:30 p.m. WHERE: TOWN HALL TIGARD CIVIC CENTER 13125 SW HALL BLVD. The park SDC is collected on new development at the time of the building permit application. Under the proposed fee schedule, the charge for a single family house would increase from $500 to $1,050. The charge for apartments would increase from $300 per unit to $560 per unit. A charge for non-residential development of $49 per employee would be imposed for the first time. A survey of neighboring cities indicates that Tigard's current park SDCs are the lowest of any city in the area. Revising the fees to the levels recommended would place the city's charges in the mid-range of other cities. A copy of a staff report on the city's park SDC methodology study is enclosed. Please call Duane Roberts at 639-4171 if you have any questions or would like additional details about the SDC study or the fee adoption process. A copy of the full, 38-page SDC study is available upon request. DR/sdc.noticc October 11, 1995 ~ ~assQ-~ ~ ~I S/ BUSllelM ADVOCACY 11.910TION TO BOARD 10-17-95 The Tigard Area Chamber of Commerce has reviewed and discussed the city staff recommendations to amend the city's park system devielopmesnt charge (SDC) ordinance. We urge the City Council to continue to improve our pant system and add to it as growth and opportunities allow. But we object to the recommendation to add a park SOC charge on non-residential development for the following reasons: 3. Recent changes in the state statutes regarding SOCs have severely limited the use of those funds, which mould appear to mean that more of "Tigard's existing park SDC fund will be available for park acquisition." is there any analysis on record that shows the present ordinance will not produce sufficient funds for the more limited purpose of acquisition? 2. For years the businesses in this community have paid artificially high garbage collections rates to subsidize the cost to residential customers. The Council is beginning to recognize and rectify that subsidy. This is no time to impose a like subsidy. 3. The study commissioned by the city was much too limited in scope. Before any additional development charges am imposed, some analysis should be done of --1111 sources of revenue for park acquisition, development, maintenance and operations. Also, as was done for the Metro's second Greeensp+ace measure, the particular projects the City wants to fund should be Identified and publicized. Only then can a reasoned decision be made about who should pay for park acquisition. 4. A charge of $49 per employee seems all out of portion with how much the typical Tigard business employee will actually use a new park, especially if it is located in a developing residential area, like Bull Mountain, far removed from new business development. Is there any plan to acquire packs in commercial or Industrial zones? Employee use will probably be limited to an occasional walk In the park at lunch or attendance at a company picnic, which is paid for by the business upon reservation of facilities. S. It appears the real reason to impose a park SDC new business Is that it is an available source of revenue, since other cities impose it. The Chamber believes it Is unfair to Impose such a development charge on new business simply because other cities do it or because it will keep the cost down for other interest groups. It may be that a thorough analysis, such as a long-term strategic plan for park development, will demonstrate that business should provide funding for new parka. But the existing e-Adence doea not show-- how now business will have a significant impact on new parks or why now bossiness should help pay for them. Agenda Rom No.__~-_ 15350 S.W. Sequoia Pkwy., Suite 300 Portland, Oregon 97224 Meeting of I D/ '4 I- ~ Pacific Realty Associates, L. R 503/624-6300 • Facsimile: 503/624-7755 - October 17, 1995 SWOM J w~kh iirse Gou.nCil. ►'tew~IQ,tfir-k' Duane Roberts C tu~,ol~r5) Associate Planner City of Tigard 13125 S.W. Hall Blvd. Tigard, OR 97223 Dear Mr. Roberts: Re: Proposed Changes To Park System Development Charges We have received your notice of public hearing to consider changes to the system development charges for parks which will be held on October 24, 1995. I am submitting this formal response on behalf of Pacific Realty Associates, L.P. ("PacTrust"), and would appreciate having this response be a part of the package of materials given the councilors for this agenda item. We submitted a questionnaire to our tenants in our Tigard properties asking the following questions: 1. How many employees do you have working for your company at your Tigard location? 2. How many of the employees listed above are residents within the city limits of Tigard? 3. In the past year has your company had an event at a Tigard park? 4. How many of your employees frequent a Tigard park on a regular basis? Include number of employees and number of times per month. 235 surveys were sent out to our tenants and 115 were returned. We deem this an excellent response to such a questionnaire. The following is a summation of the response: The first question response was 2,153 employees. The second question response was 192 of the 2,153 employees were residents of the city of Tigard. The third question response was that only one company used the park system during the past year. This company had one company function at a Tigard park. The fourth question response was that a total of 42 employees out of the 2,153 total in the survey use the Tigard parks on a regular basis and these employees use those parks less than once per month. MEN= Duane Roberts October 17, 1995 Page 2 The statistics set forth above indicate that only 42 of the 2,153 employees reported in the survey use the city 1S J then the use is less than once per month. This is a very low usage rate and does not justify any significant charge for non-residential development. The response our tenant's gave is not at all consistent with the data from the 1994 reservation records which indicated that Tigard area businesses accounted for 28% of the usage of two of. the Tigard parks. We believe that the reservation records provide a statistical sample which is not consistent with the true profile of park use. The assessment of a $49.00 per employee charge against Tigard area business will have the effect of making Tigard less attractive as a business place. If collected from the developer of the real property the Tigard businesses occupy, such charges will tend to cause an increase of rents in the Tigard market place. Parks are used most heavily by residents. Many of the employees who form the basis for an assessment such as the per employee assessment proposed may also be Tigard residents. This will tend to cause those employees who are also Tigard residents to be the source of a disproportionate share of the park support. Please accept this letter as a strong statement against a per employee system development charge for parks. You should vote for Option 2, the residential SDC. We will be happy to provide copies of the actual responses to our questionnaire if you would find them helpful. Sincerely I PACIF C REA 0 aTES, L.P. Richard P. Buono Vice President cc: Peter F. Bechen David W. Ramus Wiitala Management Company AM, STAFF RESPONSE TO THE CHAMBER LETTER Question # 1. Recent changes in the state statutes regarding SDCs have severely limited the use of those funds, which would appear to mean that more of "Tigard's existing park SDC funds will be available for park acquisition." Is there any analysis on record that shows the present ordinance will not produce sufficient funds for the more limited purpose of acquisition? Response: The letter does not specify and staff is unaware of any new state-imposed limitations on the use of park SDC funds. The reference to "recent changes" may allude to. a bill introduced in the 1995 legislative session that would have removed the authority of local jurisdictions to establish park SDCs. However, this bill did not pass, but instead died in committee. An agenda item (number 7.1) companion to the park SDC resolution incorporates changes necessary due to the 1993 legislature. These changes are minor and do not limit the use of park SDC funds to land acquisition. With regard to the question of whether the present SDC fee structure would provide adequate funds for the "more limited purpose of acquisition", the answer would seem to be yes. Based on the cost figures presented in the study, it appears that the present SDCs would provide roughly enough funds for this purpose. Together, the proposed SDCs are somewhat more than double the existing SDCs. According to the SDC study, to maintain present service levels, approximately half the SDC revenues would be programmed for land acquisition and half for improvements. Therefore, with a modest upward revision (on the order of 5%), the existing SDCs would provide enough funds for land acquisition. This level of funding would not maintain the current level of park services, however, which is defined as including both land acquisition and development. Question #2. For years, the businesses in this community have paid artificially high garbage collection rates to subsidize the cost to residential customers. The Council is beginning to recognize and rectify that subsidy. This is no time to impose a like subsidy. Response: The study estimates that it costs $389 to provide park land acquisition and development services for each new person added to the City (which equates to $1,050 for a single family residence) and $49 for every new employee who works in the City. The proposed SDC fees reflect these estimates of relative costs. Question #3. The study commissioned by the city was much too limited in scope. Before any additional development charges are imposed, some analysis should be done of all sources of revenue for park acquisition, development, maintenance and operations. Also, as was done for the Metro's second Greenspaces bond measure, the particular projects the City wants to fund should be identified and publicized. Only then can a reasoned decision be made about who should pay for park acouisition. Response: Tigard's ability to acquire, develop, and renovate park and recreation facilities depends on funding that comes from a variety of sources. The most consistent source of funding for parks is the SDC. The city has imposed a park SDC since 1977. Between 1989 and 1994 it generated an average of about $200,000 per year. In 1989, Tigard voters passed a measure to establish a $1,750,000 five-year park levy. These funds were expended on improvements to the park system and on the development of pathways. Other funding sources have been grants from the Oregon Parks and Recreation Department, the U.S. Department of the Interior, and various other state and federal agencies. The amounts have been comparatively small, ranging from $3,000 to $26,000. The most recent funding source is the Metropolitan Service District regional greenspaces bond measure, approved by regional voters in May 1995. This measure provides $758,000 in local share funds to Tigard. These funds may be spent only on natural area and related acquisitions and improvements. The amounts provided by the existing SDC are below the level of funding needed to maintain existing service levels as the city develops. During the period 1989-1994, the shortfall averaged $245,000 per year. The 1989 park levy and grant funding made up for the shortfall during this period. Based on current trends, the greenspaces funds likewise will compensate for the SDC shortfall projected for the next three years, with the qualification that the use of greenspaces dollars is restricted to natural areas. The purpose of the SDC on new development is to impose an equitable share of the cost of capital facilities upon those developments that create the need for or increase the usage of those facilities. The proposed fees reflect the full cost of providing parks to new city residents and employees at current levels of service. It is a policy decision as to whether these "maximum" or "full recovery" SDCs are equitable and also as to whether the primary purpose of other funding sources should be to help maintain the existing level of service as development occurs or to provide recreational opportunities beyond the level presently enjoyed by those living and working in the city. Lastly, maintenance and operation funds are provided by general fund revenues. Park SDCs, levy funds, grants, and Greenspace funds may not be used for this purpose. As for the identification of specific projects, in recent years several plans have been developed that define major park projects. The city annually adopts a seven-year capital improvement, program, which identifies specific projects and funding sources for the current fiscal year and outlines the priorities for project funding for the next six years. The current park CIP allocates park SDC funds anticipated to be available under the existing fee schedule. The Tigard Park Plan, completed in 1987 after extensive public involvement, contains a proposed overall park system and prioritized list of improvement projects. Detailed plans with cost figures for Tigard's three community parks, Cook, Summer Creek, and Fanno Creek Parks, were prepared in 1988 through the collaborative efforts of the Park Board, city staff and interested citizens. A greenway trail alignment and cost study, scheduled for completion in early 1996, will provide technical information needed for implementation of the greenway trail plan. According to the city attorney, the park CIP meets the legal requirement for an adopted plan for capital improvements financed by SDCs. Operationally, it would be desirable to have a long term strategic plan for parks to help direct the further development of Tigard's community recreation resources. In recognition of this, the proposed SDC factors in the cost of master planning for park improvements. Question # 4. A charge of $49 per employee seems all out of proportion with how much the typical Tigard business employee will actually use a new park, especially if it is located in a developing residential area, like Bull Mountain, far removed from new business development. Is there any plan to acquire parks in commercial or industrial zones? Employee use will probably be limited to an occasional walk in the park at lunch or attendance at a company picnic, which is paid for by the business upon reservation of facilities. Response: Much of the proposed greenway system, mainly the Fanno Creek corridor portion, includes land designated as commercial or industrial. The land within the proposed boundary of Fanno Creek Park is almost entirely zoned for commercial development. A master plan for the park was prepared in 1989 by Murase and Associates. Exclusive of land acquisition and contingency costs, the plan calls for facilities and site improvements costing $872,000 as of the date of the plan. According to the plan, the development of Fanno Creek Park will provide an attractive setting for the commercial area, making a more pleasant experience for shoppers and commercial clients. Park reservation fees, ranging from $6 to $25 per hour, cover only a small portion of the capital and maintenance cost of providing group reservation areas. Question # 5. It appears the real reason to impose a park SDC on new business is that it is an available source of revenue, since other cities impose it. The Chamber believes it is unfair to impose such a development charge on new business simply because other cities do it or because it will keep the cost down for other interest groups. It may be that a thorough analysis, such as a long-term strategic plan for park development, will demonstrate that business should provide funding for new parks. But the existing evidence does not show how new business will have a significant impact on new parks or why new business should help pay for them. Response: The purpose of the proposed SDC is to recoup, the CC-.+ of new development with park services. The SDC would be acquired from both new residential and new non-residential development. The rationale for assessing the non-residential sector is that park facilities are available to the employees of businesses located in Tigard as well as to the residents of the city. The consultant developed a method of determining the amount of park use by employees based on their available recreation time in the city. This method rests on the assumption that people have a similar propensity to recreate. Using this approach, the study calculated that 8% of overall park use is by employees and 92% by residents. STAFF RESPONSE TO THE PACTRUST LETTER. Statement:... The response our tenants gave is not at all consistent with the data from the 1994 reservation records which indicated that Tigard area businesses accounted for 28% of the usage of two of the Tigard parks. We believe the reservation records provide a statistical sample which is not consistent with the true profile of park use... Parks are used most heavily by residents. Many of the employees who form the basis for an assessment, such as the per employee assessment proposed, may also be Tigard residents. ARA This will tend to cause those employees who are also Tigard residents to be the source of a disproportionate share of the park support... The assessment of a $49 per employee charge against Tigard area businesses will have the effect of making Tigard less attractive as a business place. Response: The reservation records were not based on a statistical sample, but rather on a complete count of reservation requests. These counts were cited as an example of the use of parks by employees. They were not used as the basis for calculating fees. As described above, according to the method used in the study, Tigard's 25,000 employees account for 8% of the use of parks, with local residents accounting for 92% of park use. In determining available recreation time, the method took account of the 4,000 people who live and work in the city by allocating between time spent as a resident versus time spent as an employee. Hillsboro and Wilsonville both have expressed the view thattheir non-residential SDCs have not had a braking role on commercial and industrial growth within their areas. DR/sdc.res November 2, 1995 FROM:KONICA FAX T0: SW 684 7297 Aw eo 1995 4:19PM P.01 Nome Builders Association of Metropolitan Portland 5=684-1880 Fax # 503/66e-0588 15555 S.W. Bangy Rd., Suite 301 t..ake Oswego, OR 97035 August 8, 1995 Mayor Jim Nicoli & City Council City of 'Tigard 13125 SW Hall Blvd. Tigard, OR 97223 FAXI:I) TO: 684-7297 ATTL-1V'1`lON• DUANI' ROBBRTS AND MAYOR NICOLI RE: PARKS SDC Dear Mayor Nicoli and Members of the City Cour,..=a: Tlie Home Builders Association of Metropolitan Portland would like to take this opportunity to comment on the Parks SDC`. (Systems Developincrtt. Charge) that is before the city council this evening. As a policy, ilia Home Builders Association does not support the use of SDC's for Parks. ']'lac cost of parks is a burden that should be shared by the entire community, not just new residential units. Admittedly parks are an important part of the community. T3hc residential building industry already participates heavily in the provision of conmunity parks by contributing land and open space. To require even more of them in the form of high SDC's is a detriment to affordable housing. Should the city decide in favor of SDC's for Parks, the association asks that the burden be shared with other segments of the.conununity in the following ways: ] . SDC's for parks should be levied on all development including commercial and industrial, not just residential. A clear connection has been made between commercial and industrial uses and parks in other cities which have previously adopted fees. Commercial and industrial development should be included in any SDC for parks. 2. The SDC should be kept small, and should be joined by a public invcstment' in this infrastructure in the future. The study before you this evening outlines the maximum amount that the city is allowed to charge by law. That does not mean that the city can't select.a lower number and combine it with public invcstment. [7FR.M:KONICA FAX TO: 503 684 7297 AUG 8, 1995 4:20PM P.02 To summarize, while the association does not support the use of systems development charges for parks, we do feel that if an SDC is implemented it should be shared by commercial and indusinai aevelopment and should have a public funding component. The Home }builders Association asks that the council bear in mind the impact that even a few hundred dollars has on the ability of a family to purchase a home. I'm sure the City of Tigard wants to assure the provision of an affordable housing product that its citizens can be proud to live in. In a sensitive pricing structure such as ours, every care should be taken not to price people out of the community. Lastly, before the implementation of an SIC or any other fee that affects residential construction, the association asks to have at least one month's notice. The notice would give those building and purchasing homes an opportunity to finish their house without increaseing the price. It also would give the association an opportunity to inform its members of the coring change so that their bids may reflect those increased costs. We have always worked closely with other cities on things like this, and would appreciate the City of Tigard giving us this lead time too. Best Regards, Drake Butsch Director of Political Affairs MEMORANDUM CITY OF TIGARD, OREGON TO: Mayor and Hembers of Council FROM: Members of the WEST CI:T DATE: June 21, 1995 SUBJECT: Parks SDC. At the June 6, 1995 nest CIT meeting, we discussed a proposal, presented by staff, to increase the Parks SDC funds the City of Tigard charges on new development. It was the consensus of members present to recommend the following to City Council: • The SDC charges for parks should be increased for new development as proposed: Increase single family from $500 to $1,050 per unit. ($660 detached) increase multi-family from $300 to $540 per unit. • Businesses should also be charged $49 per in employee as SDC fees for parks as proposed. Currently, businesses do not pay parks SDCs. • The City of. Tigard should work with Washington County to impose parks SDC fees on new development outside the city limits within Tigard°s Urban Growth Boundary. PARKS SYSTEM DEVELOPMENT CHARGE COMPARISON FOR METRO AREA CITIES AOL January 1995 Single Multi- CILv Famiiviunii Famiiviunit Other Wilsonville $ 1,965 $ 1,494 nonresidential: $51/employee Vilest Linn 1,809 1,194 none 2,075 Active 1,370 Planning Area Tualatin 1,400 1,400 none Lake Oswego 1,164 818 none Tigard (proposed) (1,050 detached) (540) (manufactured homes: (660 attached) $740/unit in a park; $1,050/unit on a single tax lot non-residential: $49/employee) Milwaukie 950 620 manufactured homes: $600/unit in a park; $950/unit on a single tax lot Sherwood 841 841 none Hillsboro 786 786 non-residential: 590 in PUD $131/parking space for commercial and industrial; $98/parking space for commercial and industrial in PUD Oregon City 750 500 none Gresham 630 630 none Forest Grove 500 500 none Tigard (existing) 500 300 manufactured homes: $250/unit in a park; $500/unit in a single tax lot Beaverton (see below) Notes: Beaverton does not impose a parks SDC. T he city is wholly located within the boundaries of the Tualatin Hills Park and Aft Recreation District, which is supported by an annual assessment on a!I (existing and new) residential development. Like Beaverton, Washington County does not collect a parks SDC, because it does not provide park services. Unlike Beaverton, only a relatively small portion of the unincorporated area is served by the recreation district, which is the only one of its kind in the county. H:LLOGIMDUANEIS DC. S UR Exhibit "A" PARK AND RECREATION FACILITIES SYSTEM DEVELOPMENT CHARGES CITY OF TIGARD November 18, 1994 ECONONUC RESOURCE ASSOCIATES, INC. and JC DRAGGOO & ASSOCIATES Table of Contents Page wpm INTRODUCTION 1 BASIC CONDITIONS 2 DEMOGRAPHICS 4 City 4 Interest Area 5 PARK LAND INVENTORY 7 General 7 City 9 Interest Area 12 CURRENT SERVICE LEVELS (Traditional Method) 13 City Parks and Greenways 13 City Trails 13 Interest Area Parks and Greenway Lands 14 City and Interest Area Combined Standard 14 CURRENT SERVICE LEVELS (Alternate Method) 15 PARK, GREENWAY AND TRAIL NEEDS 19 PARK LAND COMPARISONS 21 ACQUISITION AND DEVELOPMENT COSTS 21 UNIT COSTS 22 City 22 IA 23 IA and City Combined 23 Alternative Method 24 SYSTEMS DEVELOPMENT CHARGES 25 APPENDIX 27 Adalk INTRODUCTION The purpose of this report is to review and revise the Citv of Tigard'c parks system development charges. Parks systems development charges are assessed to new developments for the acquisition and development of parks, greenways and paved trails. They are based on the cost of providing these services to new City patrons. In addition to the geographic area within the City boundaries, the report calculates systems development charges for the City's Interest area (IA). The City's IA includes the unincorporated area within its urban growth boundary. The city currently has a systems development charge for parks facilities. The fee is $500 for single family development, $300 per unit for multi-family dwelling units, and $500 per duplex unit. These fees are based on a 1991 standard of 4.03 acres of park land per 1,000 residents. No fee is currently assessed for commercial or industrial development inside the City or for development on unincorporated land located adjacent to the City. SDC Law Oregon Revised Statues 223.297 through 223.314 (The Oregon Systems Development Act-O.S.D.A.), set forth specific conditions for levying systems development charges by local Oregon communities and districts for water, sewerage, parks, storm and street systems. The Act requires that specific conditions be met for systems development charges levied after July 1, 1991. In this report the methods used in deriving the systerns development charges for the City of Tigard parks are thoroughly detailed and recommended levels for systems development charges are developed based on the City's existing facilities and future construction costs. The methods used are also consistent with the Tigard Comprehensive Plan and Community Development Code. SDC Objectives Generally, the objective of systems development charges is to assess the growth sector for a fair, proportionate share of facilities required to provide service to new customers. Assurance is provided developers and builders that they will only be charged for capital needed to meet the additional demands placed on the system. Further, once the fee is paid, the developer and builder is relieved of further obligations to build facilities for which the charge is being collected. ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation stern Development Charges Page 2 A two step process is used. First, cost of existing and new capital required by future developments is calculated. Next, such costs are °'located to development in proportion to increases in demands for service. BASIC CONDITIONS Capital Considered O.S.D.A. allows establishing systems development charges for capital improvements already built and/or for capital improve- ments still to be constructed. Two methods for developing the charges are prescribed - Reimbursement, for existing capital and Improvement Fees for capital still to be constructed. Both methods are employed in the course of this study. However, because the City's current parks are fully dedicated to serving the existing community, no reimbursement fee is charged at the present time. Facility Responsibility City of Tigard is responsible for the replacement and maintenance of existing facilities. Cost associated with these functions are derived from general fees and charges to all facilities' patrons. Thus, the improvements contained within this report do not include costs associated with replacing existing infrastructure. Fee Structure The City's policy is that one systems development charge apply to all areas within the City. Thus, capital improvements and facilities have not been separated for each area served. All properties within the City are understood to hold and develop assets in common and will participate in a proportionate share of the costs associated with these facilities. Spending Restrictions and Monies obtained from SDCs may be spent only on facilities Funds used to establish the fee and/or debt service payments associated with the construction of these facilities. It is our ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 3 AOL low Raw recommendation that monies collected from this charge be placed in a special fund. The monies must be used to make principal payments on financial instruments obtained to make capital purchases and/or directly used to meet the costs incurred for improvement projects identified in this report. Inter-account Borrowing Because capital construction does not take place at the same pace as development and some capital systems are more likely to occur in large discreet chunks, SDC monies may accumulate faster than immediately required in one SDC account while in another capital requirements exceed available funds. We believe, it is in keeping with the new SDC law for the City to borrow from one of the accounts to construct other required capital. Before the City takes such actions, its attorney should provide a written opinion on this matter. For example, it would be proper for the City to take monies obtained for greenway acquisition and spend it on new park improvements on the following conditions: The monies are spent for capital improvements identified in this or a subsequent SDC report, A written contract exist between the two accounts setting forth the terms and conditions of loan, The City Council specifically approve such transactions, The monies are not required by the lend`.ng account during the time of borrowing, and The monies are returned to the lending account in the time period specified in the initial contract and with interest which would have been earned had the money been invested in authorized instruments. ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 4 DEMOGRAPHICS city The city of Tigard is defined in terms of its current geographic boundaries. While the City is expected to annex properties in the future, for the purposes of this report, we are assuming the boundaries will remain constant. Table 1 City Population, Employment and Household Projections(') City of Tigard 1994 2040 City Boundaries 1990 1993 2015 Alt. A Alt. B Alt. C Population 29,344 32,145 38,447 41,470 52,164 47,121 Households 12,084 13,328, 17,741, 19,136 24,070 21,743 Employment 23,415 25,650 34,434 51,898 53,082 48,121 Pop/Household 2.43 2.41 2.17 2.17 2.17 2.17 Average Annual Growth Population 0.82% 0.54% 1.04% 0.82% Households 1.05% 0.77% 1.27% 1.05% Employment 1.35% 1.51% 1.56% 1.35% Projected demographic information obtained from Metro's Geo-data File. The boundaries of Tigard were provided to Metro. They ran their models to determine. the population, employment and households for each traffic zone within the boundaries. The city of Tigard has developed "buildout projections" using an different technique from that employed by Metro. City staff determined the amount of vacant residential land within the City. It was found a total of 713 acres are currently vacant. At allowed density, the vacant land could house an additional 16,361 people. Thus, ultimate buildout population of Tigard would be 48,506 (32,145 + 16,361). However, some multi-family land might not develop at its zoned density. Thus, a lower range value for ultimate build out of the City is in the range of 44,600. Because the City's estimates fall on either side of Metro's Alternative C, it was chosen as the most realistic estimate of the City's ultimate population. ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 5 Interest Are-- Tigard's Interest Area (IA) includes the area within its urban growth boundary. It comprises two large, discontinuous parcels. These are Metzger area and an area west and contiguous to the City bounded on the north by Scholls Ferry Road and west and south by Beef Bend Road. In addition, for the purpose of this report, the IA includes unincorporated portion of the City's Active Planning Area which includes a large area islanded by Tigard's boundaries southwest of Fowler Junior High School and a variety of small parcels along the southern boundary of the City.' Population, households and employment of the IA were derived in the same manner as for the City. Table 2 Tigard IA Population, Employment and Household Projections Tigard Interest Area 1994 Estimated 2040 IA Boundaries 1990 1993 2015 Alt. A Alt. B Alt. C Population 5,240 5,631 9,549 19,662 23,997 17,399 Households 2,220 2,403 4,535 9,336 11,394 8,262 Employment 701 725 927 1,610, 1,402 1,225 Pop/Household 2.36 2.35 2.11 2.11 2.11 2.11 Average Annual Growth Population 2.43% 2.68% 3.09% 2.43% Households 2.90% 2.91% 3.32% 2.66% Employment 1.12% 1.68% 1.40% 1.12% A map of the City and the IA is shown on the following page. Aft ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 6 Ems AMR i Allk ECONOMIC RESOURCE Associates, Inc. ' MENEM= City of Tigard Park and Recreation System Development Charges Page 7 PARK LAND INVENTORY General On July 26, 1994, JC Draggoo & Associates conducted a physical inspection of all existing park sites in the city. The purpose of this task was to classify parks by type and determine the current level of development. A generally accepted park planning practice is to categorize parks by type. The purpose is to assure that the appropriate facilities are located according to function, impact and need. The five park types applicable to Tigard are defined below. Neighborhood Parks: Neighborhood Parks are a combination playground and open play areas designed for non-organized recreation activities. They are small in size (less than 7 acres) and serve a radius of approximately one half mile. They usually are developed but may also be an area of natural quality for outdoor recreation, such as walking, viewing, sitting, picnicking. These type of parks may be any combination of active and passive spaces depending upon site suitability and community need. The intent of this park type is to serve a neighborhood within easy walking or bicycling distances. Because their intention is to serve a local neighborhood, facilities offered should discourage extensive use by visitors from outside the area. Community Parks: A community park is primarily oriented towards active and group recreation activities. In general, they are designed for organized sports and group events. These types of parks serve a much larger area (1-2 miles) and offer more facilities than a traditional neighborhood park. They usually are developed but may also be an area of natural quality for outdoor recreation, such as walking, viewing, sitting, picnicking. These type of parks may any combination of active and passive spaces depending upon site ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 8 suitability and community need. They usually exceed 20 acres in size and because of high use, setbacks or the use of natural open space should be used to separate the active areas from adjoining homes. In cases where a neighborhood park is not serving the area, a community park can also serve this function. Special Use Areas: Special use areas are public recreation lands that are singie purpose in nature and include a wide range of activities and facilities. Facilities that fall into this classification include special landscaped areas, a sports field complex, site of a recreation center, etc. This is often a catch-all category to place park facilities that do not meet any other definition. Linear Parks: Linear parks are developed or partially developed parks that are elongated and follow linear features such as power lines, old railroad right of ways, creek corridors, etc. The key difference between this type of park and natural open space is that linear parks contain some maintained areas. Facilities usually contain picnic areas, paved trail systems, open maintained grass areas, etc. In some cases, this type of park can become highly developed and appear similar to a neighborhood or community park. Greenways: Greenways in Tigard are defined as areas that are left in an undeveloped state and where public use is limited. Greenways usually include ravines, wetlands, wildlife habitats or areas that contain a unique plant species. Most often these are areas are subject to flooding or are environmentally sensitive to public use. At most, facilities consist of trails and interpretive facilities. Unlike linear parks, in general greenway development is limited to trails and interpretive facilities. ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 9 city Currently, the City of Tigard has 236.29 acres of park and greenway land. Listed on the following page is a breakdown of these areas by park type. Table 3 Park and Greenway Inventory by Type City of Tigard 2994 Percent Total Type Park Type Park Developed' Acres Totals Neighborhood Park Commercial Park 70.00% 0.75 9.51 Jack Park 100.00% 5.50 Woodard Park 100.00% 3.26 Community Park Cook Park 70.00% 51.06 74.88 Summerlake Park 60.00% 23.82 Special Use Areas Liberty Park 100.00% 0.75 1.15 Main Park 100.00% 0.25 Ye Old Windmill 100.00% 0.15 Linear Parks Englewood Park 90.00% 14.97 36.77 Fanno Creek Park 45.00% 21.80 Greenways Berkley Creek/Cooper Creek 1 & 2 0.00% 6.39 113.98 Black Bull Park 0.00% 2.00 Bonita Road & Industrial Park 0.00% 7.31 Brookway 0.00% 2.30 Capstone 0.00% 2.13 Castle At Brittany 0.00% 0.78 Clydesdale 0.00% 0.30 Colony Creek Estates 0.00% 3.08 Creekside Park 0.00% 1.00 Durham Road 0.00% 0.32 Dover Landing & Court 1.00% 3.39 Estate Drive 0.00% 1.70 Fairhaven St. SW 0.00% 0.06 Finley Park 0.00% 0.38 Genesis #2&3 0.00% 5.07 Gentlewoods 0.00% 1.27 Greenburg Road 0.00% 0.11 ECONOMIC RESOURCE Associates, Inc. MEN City of Tigard Park and Recreation System Development Charges Page 10 Table 3 Park and Greenway Inventory by Type City of Tigard 1994 Percent Total Type Park Type Park Developed' Acres Totals Hollytree 0.00% 1.30 Jack Park 0.00% 1.00 Johnson Street 0.00% 0.29 Leron #3 0.00% 5.01 Meadowglade 0.00% 4.10 Merestone 0.00% 1.25 Morningstar 0.00% 8.27 Pathfinder 0.00% 1.80 Pick's Landing 0.00% 6.40 Rebecca Park 0.00% 0.88 Renaissance Woods 0.00% 2.74 Riverview Estates 0.00% 2.82 Scheckla Park 5.00% 1.40 Shady Lane 0.00% 1.96 Summer Hills Park 0.00% 4.01 SW 135th & Scholls Ferry 0.00% 5.07 Terrace Trails 0.00% 2.50 Tigard Street & Addition 5.00% 3.31 Tippitt Place 5.00% 0.70 Tualatin Drive 0.00% 0.42 Willowbrook Farm 0.00% 0.59 Windsor Place 5.00% 2.63 Winter Lake Drive 0.00% 3.03 Ye Old Windmill 0.00% 8.53 Yolo Estates 0.00% 2.37 113th Place 0.00% 0.63 135th Avenue 0.00% 0.24 74th/76th Avenues 0.00% 3.14 Total City Park and Greenway Acres 236.29 1. Percent development refers tot the portion o the par which as been eve ope n the case of greenways it is the area associated with trails. In the greenways of the City, the City of Tigard currently has 1.71 miles of paved trail. ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page I1 Listed. below is a breakdown of greenway corridors that contain pathways and the approximate length of each trail. Table 4 Paved Trail Inventory City of Tigard 1994 Park Type Location Miles Paved Trails Windsor Place Greenway 0.25 Tigard Street Greenway 0.09 Pathfinder/Genesis Greenway 0.69 Tigardville Addition Greenway 0.10 Scheckla Park Greenway 0.06 Tualatin River Greenway 0.52 Total 1.71 In addition to park land, existing city residents have contributed directly to park purchases through the existing parks systems development charge. Some c,' the monies contributed has not been spent. However, the funds must be used for the purchase and development of additional park lands. Thus, these funds, or the parks which could be purchased with them, are part of the City's existing park inventory. The City currently has $547,000 on hand. Assuming the same level of park development as currently exists, the funds on hand are sufficient to buy 6.6 acres of park land and develop 4.5 acres of neighborhood, community, special use and linear parks. Greenways do not qualify as the existing SDC is not used to finance greenway acquisition and development. A summary of the of the original park inventory is shown in Table 5. The adjusted inventory (after purchase of additional parks with accumulated SDC funds) for parks is shown below in Table 6. Table 5 Park Inventory Summary City of Tigard 1994 Park Type Units Total Developed % Developed Neighborhood Acres 9.51 9.29 97.63% ECONOMIC REsbultu Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 12 Community Acres 74.88 50.03 66.82% Special Use Acres 1.15 1.15 100.00% Linear Acres 36.77 23.28 63.32% Greenways Acres 113.98 0.43 0.38% Total 236.29 84.18 35.63% Table 6 Adjusted Park Inventory City of Tigard 1994 Park Type Units Adjusted Developed Neighborhood Acres 10.02 9.79 Community Acres 78.91 52.73 Special Use Acres 1.21 1.21 'Linear Acres 38.75 24.54 Greenways Acres 114.00 0.43 Total 242.88 88.69 Interest Area In addition to the City's inventory of park and greenway land, Washington County currently manages one park site within the City's interest area (IA). This is Metzger park. Table 7 IA Park Inventory Tigard Interest Area 1994 Park Type Units Total Developed Neighborhood Acres 7.25 7.25 ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 13 CURRENT SERVICE LEVELS (Traditional Method) City Parks and Greenways The service level for park facilities is generally described in a standard of acres per 1,000 population. Table 8 below, summarizes the existing park land standards by type. Based on the 1993 population, the City currently has a total land standard of 7.56 acres per 1,000 population. Table 8 Summary of Existing Park and Greenway Standards City of Tigard 1994 Standards Units Amount Standard Neighborhood Acres 10.02 Community Acres 78.91 Special Use Acres 1.21 Linear Acres 38.75 Total Parks in City 128.90 4.01 Greenways Acres 113.98 3.55 Total Parks and Greenways in City 242.88 7.56 * Based on a 1993 population of 32,145 City Trails Below is a summary of trail facilities. Based on the 1993 population, the City has a trails standard of 0.05 miles per 1,000 population. ECONOMIC RESOURCE Associates, Inc'. City of Tigard Park and Recreation System Development Charges Page 14 Alk Table 9 ~ Summary of Trail Standard City of Tigard 1994* Park type Unit Total(' Standard Trails Miles 1.71 0.05 Exclude trails within existing parks * Based on a 1993 population of 32,145 Interest Area Parks and Greenway Lands Tigard's interest area has not built parks to the same level as the City. The current park standard for the IA is shown b?low. Table 10 IA Parks and Greenway Standard Tigard Interest Area 1994 Standards Units Amount Standard Neighborhood Acres 7.25 1.29 City and Interest Area Combined Standard The City is interested in working with the Washington County to extend park systems development charges to the interest area. The reason for this is that without such development charges, new housing units will not contribute to building the needed park facilities. In considering this option, the City has two alternatives. First, it could let the IA stand by itself. In this case its current park standard is 1.29 acres per 1,000 population. Alternately, the City could treat the area as though it were part of the City's service territory. In this case, the combination of City and IA parks would be applied to the combined populations to determine the existing standard. We recommend this latter approach as it more closely reflects the urbanized park needs of the IA. ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 15 mom Table 11 City and IA Combined Parks and Greenway Standards Tigard and Interest Area 1994 Standards Units Amount Standard Neighborhood Acres 17.27 Community Acres 78.91 Special Use Acres 1.21 Linear Acres 38.75 Total Parks 136.15 3.60 Greenways Acres 113.98 3.02 Total Parks and Greenways 250.13 6.62 Paved Trails Miles 1.71 0.05 CURRENT SERVICE LEVELS (Alternate Method) The City has requested that we explore the possibility of assigning a portion of park and greenway use to employees. The rational behind this is that employees also use the City's facilities. They place a demand on parks and greenways. For example, while data on the general use of parks are not available, 1994 reservation data indicate that 17% of the use of group picnic areas in Cook and Summerlake Parks is by Tigard-based businesses. Factoring in group size, the proportion of business sector use is 28%. If the reservation and group size figures for non- Tigard-based businesses are added to these totals, the proportion of business sector use is 32% and 51% respectively. Other examples of the employee use of parks are walking and jogging during the lunch hour and informal softball games after work. Thus, businesses use and should contribute toward the provision of these services. The central problem with this approach is determining the extent to which employees (as distinct to residents) use the parks and greenways. We have reviewed the national literature on this issue and have found only two studies which make this assessment with regard to systems development charges.' Both of these studies use aggregate hours of potential use by employees and residents to develop the demand on parks by customer class. For example, in the Burlington study, "to City of Burlington Impact Fee Assessment Study, Vermont Research Associatesc, October 14, 1992. City of Lodi Development Impact Fee Study, Nolte and Associates, August 1991. 1QW ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 16 assess non-resident demand based on employment, an employee-to-resident demand ratio based on hypothetical waking hours spent in the city is used." We have also discussed the issue with Oregon and national finance persons. They are unaware of methods for allocating park development costs to the employment sector. In this report, we have developed a means of determining the amount of park use by employees based on their available recreation time within the City. This method rests on the assumption that people have similar propensities to recreate for each hour of available time. While the type of recreation might differ, the probability of recreating remains relatively constant. Using this approach, the first step is to determine the amount of available time by relevant class of park user. We have summarized our assessment of available time in the Table 12. ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 17 AMML Table 12 Assignment of Available Recreation Time City of Tigard 1994 Non 5-17 Employed Resident Transient Category Employed Kids Residents' Employed' Employed' Total Population . 12,398 2,564 17,182 4,105 21,545 57,795 Summer Weekday Before Work 0.5 0.5 0 1.0 Lunch 0 0 0.0 After Work 1.25 1.25 2 4.5 Total 13 7.5 1.75 1.75 2 26.0 Weekend 13 11 13 0 37.0 Total Summer 13.00 8.50 4.96 1.25 1.43 29.1 Winter Weekday Before Work 0 0 0 0.0 Lunch 0 0 0 0.0 After Work 0.5 0.5 0 1.0 Total 8 1 0.5 0.5 0 10.0 Weekend 8 8 8 24.0 Total Winter 8.00 3.00 2.64 0.36 0.00 14.0 Year Average Hours 10.5 5.8 3.8 0.8 0.7 21.6 Total Hours 130,183 14,746 65,354 3,298 15,390 228,970 Percent 56.86% 6.44% 28.54% 1.44% 6.72% 100.00% 1. People living in the City are both residents and employees. Thus, these individual's time must be allocated between time spent as a resident versus time spent as an employee. This is particularly important as many of the City's residents do not within the City. They place a demand on parks associated only with their time spent in the City as residents. 2. These are individuals who both work and reside within the City. Their total available recreation time is a combination of "employed resident" and "resident employed". 3. People living outside of the City and working within Tigard. The available time is assigned on the basis of the following assumptions: AdIbk EF.ONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 18 • Non-Employed available time Summer; lam - 8 pm Winter; 9am - 5 pm • Kids Below 5 years in age - Do not recreate in parks by themselves. The demand for parks is generated by the parents of these children. • Kids 5-17 Summer; - Half 9am - 8pm, other half 4pm to 8pm, weekends 9am-8pm Winter; 4pm - 5pm, weekends 9am-5pm • Employed Resident Summer; 5:30pm-8pm, weekends 7am-8pm Winter; 5:30pm-6:30, weekends 9am-5pm • Transient Employed Summer; 5:30pm-7:30pm The approach used in this study is more conservative than the other referenced studies in its assignment of park related costs to the commercial sector. We use a more detailed method of determining the available recreation time. We specifically take account of differences in season, age of the population, and city residents working outside of the city's boundaries. In addition, we have factored in travel time for both resident and non-resident employees from home to work. Comparison of available recreation time is shown in Table 13. Table 13 Comparison of Available Park Use In Hours per Week Classification Burlington Lodi Tigard Home Related Resident 112.0 i 12.0 67.8 Employee 67.0 28.5 3.8 Employment Related Resident 45.0 15.0 5.6 Non-Resident 45.0 15.0 5.0 Employee Percent of Resident 50.28% 21.35% 14.84% Approximately eight percent of total recreation time (Shown in Table 12) is assignable to employees. Each employee demands approximately fifteen percent of the amount of park time as a Tigard resident. ECONOktC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 19 However, neighborhood parks are built primarily for the use of the residents in close proximity of the park. Thus, it is unlikely that employees would use neighborhood parks. Community parks and trails are used by employees. They play ball, use picnicking areas, walk the trails ...etc. Greenways are a special category as these facilities generally do not provide recreation opportunities to either residents or employees (other than the trails which are dealt with separately). Greenways enhance the general community by providing open space, wetlands, mitigation of flooding ...etc. Thus, they are enjoyed by all, resident and business alike. It is the residential and commercial property that is enhanced by the proper provision of greenway spaces. Using the alternative method, the City currently has the following standards. Table 14 City Park and Greenway Standards, Alternative Method City of Tigard 1994 Population Employee Park Type Units Amount Per 1,000 Per 1,000 Neighborhood Acres 10.02 Community Acres 78.91 Special Use Acres 1.21 Linear Acres 38.75 Total Parks 128.90 3.68 0.410 Greenways Acres 113.98 3.00 0.682 Total Parks and Greenways 242.88 6.68 1.092 Paved Trails Miles 1.71 0.05 0.010 PARK, GREENWAY AND TRAIL NEEDS Utilizing the traditional current park standard for the City and assuming a future population of 39,095 in the year 2015, Table 15 identifies future park needs by type. ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 20 't'able 15 City Park Needs City of Tigard 1994 Park Needs Standards Units Inventory Standard 2000 2015 Neighborhood Acres 10.02 Community Acres 78.91 Special Use Acres 1.21 Linear Acres 38.75 Total Parks 128.90 4.01 7.56 25.27 Greenways Acres 113.98 3.55 6.68 22.35 Total Parks and Greenways 242.88 7.56 14.24 47.62 Paved Trails Miles 1.71 0.05 0.101 - 0.34 * Based on a 1993 population of 32,145, a 2000 population of 34,307 and a 2015 population of 38,447. Table 16 below identifies future park needs by type in the City's area of interest. This assumes that the combined standards identified above are applied in the IA. Table 16 IA Park Needs Tigard Interest Area 1994 Park Needs Standards Units Inventory Standard 2000 2015 Neighborhood Acres 17.272 Community Acres 78.913 Special Use Acres 1.212 Linear Acres 38.750 Total Parks 136.147 3.60 3.71 14.12 Greenways Acres 113.98 3.02 3.11 11.82 Total Parks and Greenways 250.13 6.62 6.82 25.94 Paved Trails Miles 1.71 0.045 0.05 0.20 * Based on a 1,993 population of 5,631, a 2000 population of 6,661 and a 2015 population of 9,549. ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 21 PARK LAND COMPARISONS While the ratio of park land varies widely between communities, 'T'able 17 below gives some comparisons to communities of similar size or situation to that of Tigard. The amount of acres includes all parks and open space (defined as greenways in Tigard). Table 17 Comparison of Park Land Standards Selected Cities City Population Acres Standard Percent TIGARD, OR 32,145 234.46 7.29 79.48% Albany, OR 34,350 357.00 10.39 113.26% Edmonds, WA 42,843 451.80 10.55 114.92% Hillsboro, OR 42,280 220.51 5.22 56.83% Lake Oswego, OR 32,555 426.72 13.11 142.84/0 Longview, WA 31,052 382.54 12.32 134.25% Keizer, OR 24,100 75.90 3.15 34.32% Vancouver, WA 43,000 450.50 10.48 114.17% Willamalane. OR 45,000 404.30 8.98 97.91% Average 327,325 3,003.73 9.18 100.00% Willamalane Park and Recreation District population is reflective of the District's boundaries which generally includes the urban growth boundary of Springfield. ACQUISITION AND DEVELOPMENT COSTS Listed in Table 18 below is an estimate of the acquisition and development costs for each of the five park types described at the beginning of this report. For a specific breakdown of cost on each park type, please refer to Appendix A. It should be noted that the cost per acre is reflective of the current standard of development in Tigard and can vary widely depending upon the quality, type and number of facilities offered. To acquire greenway property, the jurisdictions must often purchase adjoining lands which are part of the same parcel. Thus, greenway land costs makes allowances for the City to purchase not only the direct greenway property but other adjacent properties which can not be easily separated from the greenway. ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 22 Tahip. 1R Acquisition and Development Costs City of Tigard Site in Full Cost Cost Per Acre Park Type Acres Land Development Land Development Neighborhood Park 5 $200,000 $598,442 $40,000 $119,688 Community Park 25 $1,000,000 $2,161,030 $40,000 $86,441 Special Use Area 1 $40,000 $42,199 $40,000 $42,199 Linear Parks i0 $200,000 $221,327 $20,000 $22,133 Greenways 5 $100,000 $21,707 $20,000 $4,341 UNIT COSTS City The combination of park standards, per acre costs for land and development and the anticipated units served (resident or employee) form the basis for establishing the cost of providing parks for each unit of City growth. Table 19 City Park Cost per Capita City of Tigard, 1994 Park Costs Park Type Standard Development' Land Total Parks 4.010 $196,711 $136,285 $332,996 Greenways 3.546 $4,341 $70,916 $75,258 Paved Trails 0.053 $3,990 0 $3,990 Total All City Recreation $205,042 $207,201 $412,243 Cost of Master Planning $14,678 Cost Per Capita $427 1. Unit Par development costs calculated by multiplying the cost per acre by the par standard by the percent of a park acre which is developed in Tigard. ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 23 A weighted average of the development and land costs was used to compute the total cost of meeting the City's parks standard. We estimate that on average, it will cost approximately $333,000 to buy and develop the land for an average City park. The average City park cost is computed by weighing individual park costs. In addition to buying and developing land for parks, greenways and trails, the City must periodically develop a plan for when to buy land, what type of parks are to be developed and the 'best location for the parks given anticipated development. In other words, a parks master plan should be developed and approved by the City to provide operational guidance to the development of the Tigard park system. We estimate the cost of such a plan to be $40,000. Assuming each plan lasts ten years, the cost for each 1,000 new people expected to come to the City of Tigard over the next ten years is approximately $15,000. Thus, it is expected to cost the City of Tigard $427 to provide park land acquisition and development services for each new person coming to the City. 1A. In a similar manner to the calculations for the City, the cost of serving an additional person in the IA are calculated. Because the IA by itself has a much lower existing standard than the City, the additional cost per person to maintain the existing standard is just $163. . 'fable 20 1A Parks Cost per Capita Tigard 1A, 1994 Park Costs Park Type Standard Development Land Total Community 1.29 $74.366 $51,501 $125,866 Total IA Recreation $74.366 $51,501 $125,866 Cost of Master Planning $14,678 Cost Per Capita $141 1A and City Combined Assuming the IA will be annexed to the City as development occurs, the City and IA can be ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 24 considered a logical service area in which all patrons use the parks and have a common responsibility for park acquisition and development. The unit costs for parks under this alternative is shown below. The computations are similar to those for the City. Table 21 City and IA Parks and Recreation Cost per Capita City of Tigard and IA, 1994 Park Costs Park Type Standard Development Land Total Parks 3.604 $189,816 $123,646 $313,463 Greenways 3.017 $4,667 $60,345 $65,012 Paved Trails 0.045 $3,395 $0 $3,395 Total All City Recreation $197,878 $183,992 $391,189 Cost of Master Planning $14,678 Cost Per Capita $397 The cost of providing park acquisition and development services to both the City and IA at the combined standard of these two areas is $397 per person. Alternative Method To this point in the report, unit cost computations have assumed that the cost of parks is borne solely on a per capita basis. However, we have previously indicated that employees also recreate and use the parks and trails of the City. Using the standards developed under the alternative method, we compute the cost for each resident and empioyee added to the City's existing population and employment base. Table 22 City Parks and Recreation Cost per Capita and Employee (Alternative Method) City of Tigard, 1994 Standard Cost Per Capita Cost Per Employee Park Type Capita Employee Developed Land Total Developed Land Total Parks 3.683 0.410 $182,527 $125,327 $307,854 $17,776 $13,•/32 $31,508 Greenways 3.002 0.682 $4,643 $60,035 $64,678 $1,055 $13,636 $14,691 Paved Trails 0.045 0.010 $3,378 $0 $3,378 $767 $0 $767 Total All City Recreation $190,547 $185,363 $375,9101' $19,598 $27,368 $46,966 ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 25 VAR, Cost of Master Planning $13,0481 1 $1,630 Cost Per Capita $3891 1 $49 Using the alternative method, the cost for acquisition and development of park and recreation services is $389 for each new person added to the City and $49 for every new employee who works in the City. SYSTEMS DEVELOPMENT CHARGES Systems development charges are levied at the point of application for a building permit. If the building permit is for the purpose of remodeling an existing business or dwelling, no systems development charge is assessed if the remodel is not an expansion of the existing living or work space. Otherwise, for all remodels and new developments, a systems development fee is assessed based on the number of people or employees who are expected to live or work in the space. For residential sector, we have established the average number of people who will live in various types of dwellings. This information was obtained from the 1990 U.S. Census of Population and Housing. Table 23 Persons per Residential Unit City of Tigard, 1994 Residential Unit Household Si-_e Single Family 2.70 Multi-Family 1.70 Apartments 1.40 Mobile Homes 1.90 The number of persons working in a proposed commercial development varies greatly with the type of use. Thus, it is not possible to provide an average as a guideline in the same manner as for the residential sector. Consequently, each permit application for the expansion or new construction of business related space must be evaluated separately for the number of employees who are expected to work within the space. The systems development charge is then based on the determination of the total number of employees who will conduct business within the ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 26 proposed business space. The maximum systems development charge which could be levied by the City of Tigard under the various alternatives discussed within this report are shown in the table below. Table 24 Systems Development Charges for Maintaining Current Standards City of Tigard, 1994 Type of Development City IA Combined Alternate Single Family Units $1,150 $380 $1,170 $1,050 Multi-Family Units $730 $240 $670 $660 Apartments $600 $200 $560 $540 Mobile Homes $810 $270 $750 $740 Commercial - Per 10 Employees $0 $0 $0 $490 Depending on the method chosen and the area for which the SDC is to be charges, it costs the City between $1,150 and $1,050 for each average single family unit to provide for parks and recreation. Because of the lower service standard in the IA, tLe cost for the same unit is $380. The results for the other development types are shown above. Consequently, these are the charges which must be levied for the City to maintain the current parks level without using other City funding sources. Over the last five years, the City has had a small property tax levy ($350,000/year) to acquire and develop parks. Over the entire five year period, the average vacant acre paid approximately $35 for park acquisition and development. Thus, the current owner of a 10,000 square foot residential lot will have contributed approximately $10 to park development and acquisition. Adjusting the SDCs for this small amount will introduce unnecessary complications. Each residential and commercial SDC must be based on the size of the property being developed. Consequently, because the amount of payment is small, the person paying the property tax is not the same as the person paying the SDC and the administrative complexity of adjusting for this factor, we recommend the City not adjust the SDC for property tax payments previously made by vacant property. Under the City, IA, and Combined alternatives, business sector contributions can help fund additional park acquisition and, development. However, such contributions can not be used to ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 27 replace the obligations of new residents in meeting the current City standard. Under the alternative method of SDC computation, such business contributions for improvements and facilites, on an approved list, would qualify for an SDC credit (the contribution would be in lieu of the SDCs to the extend of the contribution or SDC). APPENDIX COST ESTIMATES FOR TYPICAL. PARK 'T'YPES AMIN, ECONOMIC RESOURCE Associates, Inc. I ENE= City of Tigard Park and Recreation System Development Charges Page 28 'T'ype: Neighborhood.Park Size: 5.0 Acres Development Level: 6 Improvements Quantity Units Unit Price Total Cost Clearing/Grading 5 Ac. $6,500.00 $32,500 On-Site Drainage 1 Allowance $10,000.00 $10,000 Irrigation System 4 Ac. $12,500.00 $50,000 Electrical Service 1 Allowance $15,000.00 $15,000 Site Lighting 5 Poles $3,000.00 $15,000 Sewer Service 200 Lf. $14.50 $2,900 Water Service 200 Lf. $12.50 $2,500 Drinking Fountain 1 Ea. $700.00 $700 Grading/Seeding 4 Ac. $11,500.00 $46,000 Trees 150 Ea. $200.00 $30,000 Shrubs 250 Ea. $75.00 $18,750 Pathway System 1200 Lf. $12.90 $15,480 Picnic Shelter 1 Ea. $35,000.00 $35,000 Picnic Tables/Sites 5 Ea. $850.00 $4,250 Playground 1 Ea. $35,000.00 $35,000 Multi-Purpose Court 1 Ea. $25,000.00 $25,000 Backstop 1 Allowance $2,500.00 $2,500 Restroom Building 1 Ea. $75,000.00 $75,000 Parking 25 Spaces $860.00 $21,500 Park Furniture 1 Allowance $7,500.00 $7,500 Misc. Improvements 1 Allowance $50,000.00 $50,000 Subtotal $494,580 Add Contingency @ 10% $49,458 Total Construction Cost $544,038 Alk Add A/E Fees @ 10% $54,404 ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 29 AQk TOTAL PROJECT COST $598,442 Site Acquisition 5 Ac. $40,000.00 $200,000 Development Level is a range from 1 to 10 with 10 being the most highly developed park. ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 30 Type: Community Park Size: 25.0 Acres Development Level: 7 Improvements Quantity Units Unit Price Total Cost Clearing/Grading 15 Ac. $6,500.00 $977500 On-Site Drainage 1 Allowance $25,000.00 $25,000 Irrigation System 15 Ac. $12,500.00 $187,500 Electrical Service 1 Allowance $25,000.00 $25,000 Site Lighting 20 Poles $3,000.00 $60,000 Field Lighting 4 Fields $65,000.00 $260,000 Tennis Lighting 4 Ea. $9,500.00 $38,000 Sewer Service 600 Lf. $14.50 $8,700 Water Service 600 Lf. $12.50 $7,500 Drinking Fountain 3 Ea. $700.00 $2,100 GradinglSeeding 15 Ac. $11,500.00 $172,500 Trees 250 Ea. $200.00 $50,000 Shrubs 300 Ea. $75.00 $22,500 Pathway System 2500 Lf. $12.90 $32,250 Parking 200 Spaces $860.00 $172,000 Picnic Shelter 2 Ea. $35,000.00 $70,000 Picnic Tables/Sites 12 Ea. $850.00 $10,200 Playground 1 Ea. $35,000.00 $35,000 Multi-Purpose Court 2 Ea. $25,000.00 $50,000 Tennis Courts 4 Ea. $21,000.00 $84,000 Baseball Fields 4 Ea. $20,000.00 $80,000 Soccer Fields 2 Ea. $10,000.00 $20,000 RestroomlConcession 1 EA $125,000.00 $125,000 Internal Paving 2500 Sf. $1.45 $3,625 Park Furniture 1 Allowance $15,000.00 $15,000 Bleachers 8 EA $7,200.00 $57,600 Misc. Improvements I Allowance $75,000.00 $75,000 Subtotal r $1,785,975 ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 31 o Add Contingency @ 10% $178,598 Total Construction Cost $1,964,573 Add A/E Fees @ 10% $196,457 TOTAL PROJECT COST $2,161,030 Site Acquisition 25 Ac. $40,000.00 $1,000,000 ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 32 (Type: Special Use Area Size: 1.0 Acres Development Level: 4 Improvements Quantity Units Unit Price Total Cost Clearing/Grading 1 Allowance $6,500.00 $6,500 Irrigation System 1 Ac. $12,500.00 $12,500 Grading/Seeding 1 Ac. $11,500.00 $11,500 Trees 10 Ea. $200.00 $2,000 Shrubs 25 Ea. $75.00 $1,875 Misc. Improvements 1 Allowance $500.00 $500 Subtotal $34,875 Add Contingency @ 10% $3,4881 Total Construction Cost $38,363 Add A/E Fees @ 10% $3,836 TOTAL PROJECT COST $42,199 Site Acquisition 1 Ac. $40,000.00 $40,000 Note: The above estimates are for basic site improvements only. Facilities that would go on the site would come under separate budget. AgMk ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 33 Type: Linear Park MUM Size: 10.0 Acres Development Level: 5 Improvements Quantity Units Unit Price Total Cost Clearing/Grading 3 Ac. $6,500.00 $19,500 On-Site Drainage 1 Allowance $500.00 $500 Irrigation System 3 Ac. $12,500.00 $37,500 Drinking Fountain 1 Ea. $700.00 $700 Grading/Seeding 3 Ac. $11,500.00 $34,500 Trees 10 Ea. $200.00 $2,000 Shrubs 25 Ea. $75.00 $1,875 Pathway System 2100 Lf. $12.90 $27,090 Picnic Tables/Sites T a. $850.00 $4,250 Playground 1 Ea. $35,000.00 $35,000 Misc. Improvements 1 Allowance $20,000.00 $20,000 Subtotal $182,915 Add Contingency @ 10% $18,292 Total Construction Cost $201,207 Add A/E Fees @ 10% $20,121 TOTAL PROJECT COST $221,327 Site Acquisition (1) 10 Ac. $20,000.00 $200,000 (1) Assumes only 50% of site is developable AodaL ECONOMIC RESOURCE Associates,, Inc. City of Tigard Park and Recreation System Development Charges 7Page34 Ypc: Greenway Size: 5.0 Acres - Development Level: 1 Improvements Quantity Units Unit Price Total Cost Clearing/Grading 1100 Lf. $2.50 $2,750 Pathway System 1100 Lf. $12.90 $14,190 Misc. Improvements 1 Allowance $1,000.00 $1,000 Subtotal $17,940 Add Contingency @ 10% $1,794 Total Construction Cost $19,734 Add A/E Fees @ 10% $1,973 TOTAL PROJECT COST $21,707 Site Acquisition 5 Ac. $20,000.00 $100,000 ECONOMIC RESOURCE Associates, Inc. Exhibit "B" PARKS CIP PROJECTS PARK LEVY SDC FY 1995-96 74th Ave. natural area, 9 acres 491,000 N. Dakota/Tigard trail connection 17,000 33,000 Englewood-Fanno Creek connection 100,000 Terrace Trail pathway 41,800 10,000 Summerlake Park fencing 4,000 TOTAL FOR FY 1995-96 58,800 638,000 FY 1996-97 Woodward-Main park connection, prop. 285,000 acquisition/improv., 14 ac. TOTAL FOR FY 1996-97 285,000 FY 1997-98 Woodard-Main park connection, 14 ac. 120,000 Ash Ave-Fanno Creek path connection 30,000 New community park - identify site/ 62,000 master plan TOTAL FOR FY 1997-98 212,000 FY 1998-99 Englewood Park basketball court 15,000 Fanno Creek park trail lighting 40,000 New community park - property acquisition 105,000 TOTAL FOR FY 1998-99 160,000 FY 1999-2000 New community park - property acquisition 131,000 TOTAL FOR FY 1999-2000 131,000 FY 2000-01 New community park - property acquisition 100,000 TOTAL FOR 2000-01 100,000 FY 2001-02 New community park - property acquisition 102,000 TOTAL FOR 2001-02 102,000 ,ft CAPITAL IMPROVEMENT PROGRAM (ADOPTED 6/13/95) PARIS. AND RECREATION FACILITIES SYSTEM DEVELOPMENT CHARGES CITY OF TIGARD November 18, 1994 ECONONIIC RESOURCE ASSOCIATES, INC. and JC DRAGGOO & ASSOCIATES Table of (nntentc Page Nim INTRODUCTION I BASIC CONDITIONS 2 DEMOGRAPHICS 4 City 4 Interest Area 5 PARK LAND INVENTORY 7 General 7 City 9 Interest Area 12 CURRENT SERVICE LEVELS (Traditional Method) 13 City Parks and Greenways 13 City Trails 13 Interest Area Parks and Greenway Lands 14 City and Interest Area Combined Standard 14 CURRENT SERVICE LEVELS (Alternate Method) 15 PARK, GREENWAY AND-TRAIL NEEDS 19 PARK LAND COMPARISONS 21 ACQUISITION AND DEVELOPMENT COSTS 21 UNIT COSTS 22 City 22 IA 23 IA and City Combined 23 Alternative Method 24 SYSTEMS DEVELOPMENT CHARGES 25 APPENDIX 27 'INTRODUCTION The purpose of this report is to review and revise the City of Tigard's parks systems development L. DW Lc cuctomc A-to-lnnme~t nha-oc acre acceeccarl tV na xr f~(: Vll[LL g1rJ• VP_IATTI'1e11t.C for the 1 wV ..J Y ~bv l" acquisition and development of parks, greenways and paved trails. They are based on the cost of providing these services to new City patrons. In addition to the geographic area within the City boundaries, the report calculates systems development charges for the City's Interest area (IA). The City's IA includes the unincorporated area within its urban growth boundary. The city currently has a systems development charge for parks facilities. The fee is $500 for single family development, $300 per unit for multi-family dwelling units, and $500 per duplex unit. These fees are based on a 1991 standard of 4.03 acres of park land per 1,000 residents. No fee is currently assessed for commercial or industrial development inside the City or for development on unincorporated land located adjacent to the City. SDC Law Oregon Revised Statues 223.297 through 223.314 (The Oregon Systems Development Act-O.S.D.A.), set forth specific conditions for levying systems development charges by local Oregon communities and districts for water, sewerage, parks, storm and street systems. The Act requires that specific conditions be met for systems development charges levied after July 1, 1991. In this report the methods used in deriving the systems development charges for the City of Tigard parks are thoroughly detailed and recommended levels for systems development charges are developed based on the City's existing facilities and future construction costs. The methods used are also consistent with the Tigard Comprehensive Plan and Community Development Code. SDC Objectives Generally, the objective of systems development charges is to assess the growth sector for a fair, proportionate share of facilities required to provide service to new customers. Assurance is provided developers and builders that they will only be charged for capital needed to meet the additional demands placed on the system. Further, once the fee is paid, the developer and builder is relieved of further obligations to build facilities for which the charge is being collected. ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 2 A two step process is used. First, cost of existing and new capital required by future developments is calculated. Next, such costs are allocated to development in proportion to increases in demands for service. BASIC CONDITIONS Capital Considered O.S.D.A. allows establishing systems development charges for capital improvements already built and/or for capital improve- ments still to be constructed. Two methods for developing the charges are prescribed - Reimbursement, for existing capital and Improvement Fees for capital still to be constructed. Both methods are employed in the course of this study. However, because the City's current parks are fully dedicated to serving the existing community, no reimbursement fee is charged at the present time. Facility Responsibility City of Tigard is responsible for the replacement and maintenance of existing facilities. Cost associated with these functions are derived from general fees and charges to all facilities' patrons. Thus, the improvements contained within this report do not include costs associated with replacing existing infrastructure. Fee Structure The City's policy is that one systems development charge apply to all areas within the City. Thus, capital improvements and facilities have not been separated for each area served. All properties within the City are understood to hold and develop assets in common and will participate in a proportionate share of the costs associated with these facilities. Spending Restrictions and Monies obtained from SDCs may be spent only on facilities Funds used to establish the fee and/or debt service payments associated with the construction of these facilities. It is our ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation Svstem Development Charges Page 3 recommendation that monies collected from this charge be placed in a special fund. The monies must be used to make principal payments on financial instruments obtained to make capital purchases and/or directly used to meet the costs incurred for improvement projects identified in this report. Inter-account B®rrowins~ Because capital construction does not take place at the same pace as development and some capital systems are more likely to occur in large discreet chunks, SDC monies may accumulate faster than immediately required in one SDC account while in another capital requirements exceed available funds. We believe, it is in keeping with the new SDC law for the City to borrow from one of the accounts to construct other required capital. Before the City takes such actions, its attorney should provide a written opinion on this matter. For Alk example, it would be proper for the City to take monies obtained for greenway acquisition and spend it on new park improvements on the following conditions: The monies are spent for capital improvements identified in this or a subsequent SDC report, A written contract exist between the two accounts setting forth the terms and conditions of loan, The City Council specifically approve such transactions, The monies are not required by the lending account during the time of borrowing, and The monies are returned to the lending account in the time period specified in the initial contract and with interest which would have been earned had the money been invested in authorized instruments. ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 4 DEMOGRAPHICS City The city of Tigard is defined in terms of its current geographic boundaries. While the City is expected to annex properties in the future, for the purposes of this report, we are assuming the boundaries will remain constant. Table 1 City Population, Employment and Household Projections(') City of Tigard 1994 2040 City Boundaries 1990 1993 2015 Alt. A Alt. B Alt. C Population 29,344 32,145 38,447 41,470 52,164 47,121 Households 12,084 13,328 17,741 19,136 24,070 21,743 Employment 23,415 25,6501 34,434 51,898, 53,082, 48,121 Pop/Household 2.43 2.41 2.17 2.17 2.17 2.17 Average Annual Growth Population 0.82% 0.54% 1.04% 0.82% Households 1.05% 0.77% 1.27% 1.05% Employment 1.35% 1.51% 1.56% 1.35% Projected demographic information obtained from Metro's Geo-data File. The boundaries of Tigard were provided to Metro. They ran their models to determine the population, employment and households for each traffic zone within the boundaries. The city of Tigard has developed "buildout projections" using an different technique from that employed by Metro. City staff determined the amount of vacant residential land within the City. It was found a total of 713 acres are currently vacant. At allowed density, the vacant land could house an additional 16,361 people. Thus, ultimate buildout population of Tigard would be 48,506 (32,145 + 16,361). However, some multi-family land might not develop at its zoned density. Thus, a lower range value for ultimate build out of the City is in the range of 44,600. Because the City's estimates fall on either side of Metro's Alternative C, it was chosen as the most realistic estimate of the City's ultimate population. ECONOMIC RESOURCE Associates, Inc. mom City of Tigard Park and Recreation Svstem Development Charges Page 5 now Interest Area Tigard's Interest Area (IA) includes the area within its urban growth boundary. It comprises two large, discontinuous parcels. These are Metzger area and an area west and contiguous to the City bounded on the north by Scholls Ferry Road and west and south by Beef Bend Road. In addition, for the purpose of this report, the IA includes unincorporated portion of the City's Active Planning Area which includes a large area islanded by Tigard's boundaries southwest of Fowler Junior High School and a variety of small parcels along the southern boundary of the City. Population, households and employment of the IA were derived in the same manner as for the City. Table 2 Tigard IA Population, Employment and Household Projections Tigard Interest Area 1994 Estimated 2040 IA Boundaries 1990 1993 2015 Alt. A Alt. B Alt. C Population 5,240 5,631 9,549 19,662 23,997 17,399 Households 2,220 2,403, 4,535, 9,336 11,394 8,262 Employment 701 725 927 1,610 1,402 1,225 Pop/Household 236 2.35 2.11 2.11 2.11 2.11 Average Annual Growth Population 2.43% 2.68% 3.09% 2.43% Households 2.90% 2.91% 3.32% 2.66% Employment 1.12% 1.68% 1.40% 1.12% A map of the City and the IA is shown on the following page. ECONOMIC RESOURCE Associates, Inc. MEN- City of Tigard Park and Recreation System Development Charges Page 6 Agmb~ ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 7 PARK LAND INVENTORY V G11Gi'Q! On July 26, 1994, JC Draggoo & Associates conducted a physical inspection of all existing park sites in the city. The purpose of this task was to classify parks by type and determine the current level of development. A generally accepted park planning practice is to categorize parks by type. The purpose is to assure that the appropriate facilities are located according to function, impact and need. The five park types applicable to Tigard are defined below. Neighborhood Parks: Neighborhood Parks are a combination playground and open play areas designed for non-organized recreation activities. They are small in size (less than 7 acres) and serve a radius of approximately one half mile. They usually are developed but may also be an area of natural quality for outdoor recreation, such as walking, viewing, sitting, picnicking. These type of parks may be any combination of active and passive spaces depending upon site suitability and community need. The intent of this park type is to serve a neighborhood within easy walking or bicycling distances. Because their intention is to serve a local neighborhood, facilities offered should discourage extensive use by visitors from outside the area. Communitv Parks: A community park is primarily oriented towards active and group recreation activities. In general, they are designed for organized sports and group events. These types of parks serve a much larger area (1-2 miles) and offer more facilities than a traditional neighborhood park. They usually are developed but may also be an area of natural quality for outdoor recreation, such as walking, viewing, sitting, picnicking. These type of parks may any combination of active and passive spaces depending upon site ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 8 Ju11L1V111L~' "4&%A %.V111111LL6111..' ll{r U. 111G)' usuail~' exceed 20 acres ;,-n size and because of high use, setbacks or the use of natural open space should be used to separate the active areas from adjoining homes. In cases where a neighborhood park is not serving the area, a community park can also serve this function. Special Use Areas: Special use areas are public recreation lands that are single purpose in nature and include a wide range of activities and facilities. Facilities that fall into this classification include special landscaped areas, a sports field complex, site of a recreation center, etc. This is often a catch-all category to place park facilities that do not meet any other definition. Linear Parks: Linear parks are developed or partially developed parks that are elongated and follow linear features such as power lines, old railroad right of ways, creek corridors, etc. The key difference between this type of park and natural open space is that linear parks contain some maintained areas. Facilities usually contain picnic areas, paved trail systems, open maintained grass areas, etc. In some cases, this type of park can become highly developed and appear similar to a neighborhood or community park. Greenwavs: Greenways in Tigard are defined as areas that are left in an undeveloped state and where public use is limited. Greenways usually include ravines, wetlands, wildlife habitats or areas that contain a unique plant species. Most often these are areas are subject to flooding or are environmentally sensitive to public use. At most, facilities consist of trails and interpretive facilities. Unlike linear parks, in general greenway development is limited to trails and interpretive facilities. EC®+NyMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 9 City Currently, the City of Tigard has 236.29 acres of park and greenway land. Listed on the following page is a breakdown of these areas by parx iypc. Table 3 Park and Greenway Inventory by Type City of Tigard 1994 Percent Total Type Park Type Park Developed' Acres Totals Neighborhood Park C6mmercial Park 70.00% 0.75 9.51 Jack Park 100.00% 5.50 Woodard Park 100.00% 3.26 Community Park Cook Park 70.00% 51.06 74.88 Summerlake Park 60.00% 23.82 Special Use Areas Liberty Park 100.00% 0.75 1.15 Main Park 100.00% 0.25 Ye Old Windmill 100.00% 0.15 Linear Parks Englewood Park 90.00% 14.97 36.77 Fanno Creek Park 45.00% 21.80 Greenways Berkley Creek/Cooper Creek 1 & 2 0.00% 6.39 113.98 Black Bull Park 0.00% 2.00 Bonita Road & Industrial Park 0.00% 7.31 Brockway 0.00% 2.30 Capstone 0.00% 2.13 Castle At Brittany 0.00% 0.78 Clydesdale 0.00% 0.30 Colony Creek Estates 0.00% 3.08 Creekside Park 0.00% 1.00 Durham Road 0.00% 0.32 Dover Landing & Court 1.00% 3.39 Estate Drive 0.00% 1.70 Fairhaven St. SW 0.00% 0.06 Finley Park 0.00% 0.38 Genesis #2&3 0.00% 5.07 Gentlewoods 0.00% 1.27 Greenburg Road 0.00% 0.11 ECONOMIC RESOURCE Associates, Inc. C City of Tigard Park and Recreation System Development Charges Page /0 Table 3 Park and Greenway Inventory by Type City of Tigard 1994 Percent Total Type Park Type Park Developed' Acres Totals Hollytree 0.00% 1.30 Jack Park 0.00% 1.00 Johnson Street 0.00% 0.29 Leron #3 0.00% 5.01 Meadowglade 0.00% 4.10 Merestone 0.00% 1.25 Morningstar 0.00% 8.27 Pathfinder 0.00% 1.80 Pick's Landing 0.00% 6.40 Rebecca Park 0.00% 0.88 Renaissance Woods 0.00% 2.74 Riverview Estates 0.00% 2.82 Scheckla Park 5.00% 1.40 Afth, Shady Lane 0.00% 1.96 Summer Hills Park 0.00% 4.01 SW 135th & Scholls Ferry 0.00% 5.07 Terrace Trails 0.00% 2.50 Tigard Street & Addition 5.00% 3.31 Tippitt Place 5.00% 0.70 Tualatin Drive 0.00% 0.42 Willowbrook Farm 0.00% 0.59 Windsor Place 5.00% 2.63 Winter Lake Drive 0.00% 3.03 Ye Old Windmill 0.00% 8.53 Yolo Estates 0.00% 2.37 113th Place 0.00% 0.63 135th Avenue 0.00% 0.24 74th/76th Avenues 0.00% 3.14 Total City Park and Greenway Acres 236.29 1. Percent development refers to the portion of the parwhich as been eve ope n the case of greenways it is the area associated with trails. In the greenways of the City, the City of Tigard currently has 1.71 miles of paved trail. ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 11 Listed below is a breakdown of greenway corridors that contain pathways and the approximate length of each trail. Table 4 Paved Trail Inventory City of Tigard 1994 Park Type Location Miles Paved Trails Windsor Place Greenway 0.25 Tigard Street Greenway 0.09 Pathfinder/Genesis Greenway 0.69 Tigardville Addition Greenway 0.10 Scheckla Park Greenway 0.06 Tualatin River Greenway 0.52 Total 1.71 In addition to park land, existing city residents have contributed directly to park purchases through the existing parks systems development charge. Some of the monies contributed has not been spent. However, the funds must be used for the purchase and development of additional park lands. Thus, these funds, or the parks which could be purchased with them, are part of the City's existing park inventory. The City currently has $547,000 on hand. Assuming the same level of park development as currently exists, the funds on hand are sufficient to buy 6.6 acres of park land and develop 4.5 acres of neighborhood, community, special use and linear parks. Greenways do not qualify as the existing SDC is not used to finance greenway acquisition and development. a A summary of the of the original park inventory is shown in Table 5. The adjusted inventory (after purchase of additional parks with accumulated SDC funds) for parks is shown below in Table 6. Table 5 Park Inventory Summary City of Tigard 1994 Park Type Units Total Developed % Developed Neighborhood, Acres 9.51 9.29 97.63% ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and, Recreation System Development Charges Page 12 Community Acres 74.88 50.03 66.82% Special Use Acres 1.15 1.15 100.00% Linear Acres 36.77 23.28 63.32% Greenways Acres 113.98 0.43 0.38% Total 236.29 84.18 35.63% Table 6 Adjusted Park Inventory City of Tigard 1994 Park Type Units Adjusted Developed Neighborhood " Acres 10.02 9.79 Community Acres 78.91 52.73 Special Use Acres 1.21 1.21 Linear Acres 38.75 24.54 Greene✓ays Acres 114.00 0.43 Total 242.88 88.69 AMR& Interest Area In addition to the City's inventory of park and greenway land, Washington County currently manages one park site within the City's interest area (IA). This is Metzger park. Table 7 IA Park Inventory Tigard Interest Area 1994 Park Type Units Total Developed Neighborhood Acres 7.25 7.25 ECO140MIC RESOURCE Associa. es, Inc. City of Tigard Park and Recreation System Development Charges Page 13 CURRENT SERVICE LEVELS (Traditional Method) City Parks and Greenways The service level for park facilities is generally described in a standard of acres per 1,000 population. Table 8 below, summarizes the existing park land standards by type. Based on the 1993 population, the City currently has a total land standard of 7.56 acres per 1,000 population. Table 8 Summary of Existing Park and Greenway Standards City of Tigard 1994 Standards Units Amount Standard Neighborhood Acres 10.02 Community Acres 78.91 Special Use Acres 1.21 Linear Acres 38.75 Total Parks in City 128.90 4.01 Greenways Acres 113.98 3.55 Total Parks and Greenways in City 242.88 7.56 * Based on a 1993 population of 32,145 City Trails Below is a summary of trail facilities. Based on the 1993 population, the City has a trails standard. of 0.05 miles per 1,000 population. ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 14 Table 9 Summary of 'T'rail Standard City of Tigard 1994* Park r±N IT j-;+ Tutal0) Standard Trails Miles 1.71 0.05 Exclude trails within existing parks • Based on a 1993 population of 32,14S Interest Area Parks and Greenway Lands Tigard's interest area has not built parks to the same level as he City. The current park standard for the IA is shown below. Table 10 IA Parks and Greenway Standard Tigard Interest Area 1994 Standards Units Amount Standard Neighborhood Acres 7.25 1.29 City and Interest Area Combined Standard The City is interested in working with the Washington County to extend park systems development charges to the interest area. The reason for this is that without such development charges, new housing units will not contribute to building the needed park facilities. In considering this option, the City has two alternatives. First, it could let the IA stand by itself. In this case its current park standard is 1.29 acres per 1,000 population. Alternately, the City could treat the area as though it were part of the City's service territory. In this case, the combination of City and IA parks would be applied to the combined populations to determine the existing standard. We recommend this latter approach as it more closely reflects the urbanized park needs of the IA. ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 15 Table 11 City and IA Combined Parrs and reenway Standards Tigard and Interest Area 1994 Standards Units Amount Standard Neighborhood Acres 17.27 Community Acres 78.91 Special Use Acres 1.21 Linear Acres 38.75 Total Parks 136.15 3.60 Greenways Acres 113.98 3.02 Total Parts and Greenways 250.13 6.62 Paved Trails Miles 1.71 0.05 CURRENT SERVICE LEVELS (Alternate Method) The City has requested that we explore the possibility of assigning a portion of park and greenway use to employees. The rational behind this is that employees also use the City's facilities. They place a demand on parks and greenways. For example, while data on the general use of parks are not available, 1994 reservation data indicate that 17% of the use of group picnic areas in Cook and Summerlake Parks is by Tigard-based businesses. Factoring in group size, the proportion of business sector use is 28%. If the reservation and group size figures for non- Tigard-based businesses are added to these totals, the proportion of business sector use is 32% and 51% respectively. Other examples of the employee use of parks are walking and jogging during the lunch hour and informal softball games after work. Thus, businesses use and should contribute toward the provision of these services. The central problem with this approach is determining the extent to which employees (as distinct to residents) use the parks and greenways. We have reviewed the national literature on this issue and have found only two studies which make this assessment with regard to systems development charges.' Both of these studies use aggregate hours-of potential use by employees and residents to develop the demand on parks by customer class. For example, in the Burlington study, "to ' (7ity of Burlington Impact Fee Assessment Study, Vermont Research Associates, October 14, 1992. City of Lodi Development Impact Fee Study, Nolte and Associates, August 1991. ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 16 Auk assess non-resident demand based on employment, an employee-to-resident demand ratio based on hypothetical waking hours spent in the city is used." We have also discussed the issue with Oregon and national finance persons. They are unaware of methods for allocating park development costs to the employment sector. In this report, we have developed a means of determining the amount of park use by employees based on their available recreation time within the City. This method rests on the assumption that people have similar propensities to recreate for each hour of available time. While the type of recreation might differ, the probability of recreating remains relatively constant. Using this approach, the first step is to determine the amount of available time by relevant class MEOW of park user. We have summarized our assessment of available time in the Table 12. Aft ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 17 Table 12 Assignment of Available Recreation Time 4-1 0. Tigarv A .1-V Non 5-17 Employed Resident Transient Category Employed Kids Residents' Employed= Employed' Total Population 12,398 2,564 17,182 4,105 21,545 57,795 Summer Weekday Before Work 0.5 0.5 0 1.0 Lunch 0 0 0.0 After Work I 1.25 1.25 2 4.5 Total 13 7.5 1.75 1.75 2 26.0 Weekend 13 11 13 0 37.0 Total Summer 13.00 8.50 4.96 1.25 1.43 29.1 Winter Weekday Before Work 0 0 0 0.0 Lunch 0 0 0 0.0 After Work 0.5 0.5 0 1.0 Total 8 1 0.5 0.5 0 170 Weekend 8 8 8 24.0 Total Winter 3.00 3.00 2.64 0.36 0.00 14.0 Year Average Hours 10.5 5.8 3.8 0.8 0.7 21.6 Total Hours 130,183 14,746 65,354 3,298 15,390 2281970 Percent 56.86% 6.44% 28.54% 1.44% 6.72% 100.00% 1. People living in the City are both residents and employees. Thus, these individual's time must be allocated between time spent as a resident versus time spent as an employee. This is particularly important as many of the City's residents do not within the City. They place a demand on parks associated only with their time spent in the City as residents. 2. These are individuals who both work an.d reside within the City. Their total available recreation time is a combination of "employed resident" and "resident employed". 3. People living outside of the City and working within Tigard. The available time is assigned on the basis of the following assumptions: Ad0k ECONOMIC RESOURCE Associates,' Inc. City of Tigard Park and Recreation System Development Charges Page 18 • Non-Employed available time Summer; lam - 8 pm Winter; 9am - 5 pm • Kids Below 5 years in age - Do not recreate in parks by themselves. The demand for parks is generated by the parents of these children. • Kids 5-17 Summer; - Ralf 9am - 8pm, other half 4pm to 8pm, weekends 9am-8pm Winter; 4pm - 5pm, weekends 9am-5pm • Employed Resident Summer; 5:30pm-8pm, weekends 7am-8pm Winter; 5:30pm-6:30, weekends 9am-5pm • Transient Employed Summer; 5:30pm-7:30pm The approach used in this study is more conservative than the other referenced studies in its assignment of park related costs to the commercial sector. We use a more detailed method of determining the available recreation time. We specifically take account of differences in season, age of the population, and city residents working outside of the city's boundaries. In addition, we have factored in travel time for both resident and non-resident employees from home to work. Comparison of available recreation time is shown in Table 13. Table 13 Comparison of Available Park Use In Hours per Week Classification Burlington Lodi Tigard Home Related Resident 112.0 112.0 67.8 Employee 67.0 28.5 3.8 Employment Related Resident 45.0 15.0 5.6 Non-Resident 45.0 15.0 5.0 Employee Percent of Resident 50.28% 21.35% 14.84% Approximately eight percent of total recreation time (Shown in Table 12) is assignable to employees. Each employee demands approximately fifteen percent of the amount of park time as a Tigard resident. ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 19 However, neighborhood parks are built lirimarily for the use of the residents in close proximity of the park. Thus, it is unlikely that employees would use neighborhood parks. Community parks and traits are used by employees. They play ball, use picnicking areas, walk the trails ...etc. Greene ays are a special category as these facilities generally do not provide recreation RUN opportunities to either residents or employees (other than the trails which are dealt with separately). Greenways enhance the general community by providing open space, wetlands, mitigation of flooding ...etc. Thus, they are enjoyed by all, resident and business alike. It is the residential and commercial property that is enhanced by the proper provision of greenway spaces. Using the alternative method, the City currently has the following standards. Table 14 City Park and Greenway Standards, Alternative Method City of Tigard 1994 Population Employee Park Type Units Amount Per 1,000 Per 1,000 Neighborhood Acres 10.02 Community Acres 78.91 AML Special Use Acres 1.21 Linear Acres 38.75 Total Parks 128.90 3.68 0.410 Greenways Acres 113.98 3.00 0.682 Total Parks and Greenways 242.88 6.68 1.092 Paved Trails Miles 1.71 0.05 0.010 PARK, GREENWAY AND TRAIL NEEDS Utilizing the traditional current park standard for the City and assuming a future population of 39,095 in the year 2015, Table 15 identifies future park needs by type. ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 20 't'able 15 City Park Needs City of Tigard 1994 Park Needs Standards Units Inventory Standard 2000 2015 Neighborhood Acres 10.02 Community Acres 78.91 Special Use Acres 1.21 Linear Acres 38.75 Total Parks 128.90 4.01 7.56 25.27 Greenways Acres 113.98 3.55 6.68 22.35 Total Parks and Greenways 242.88 7.56 14.24 47.62 Paved Trails Miles 1.71 0.05 0.10 0.34 * Based on a 1993 population of 32,145, a 2000 population of 34,307 and a 2015 population of 38,447. Table 16 below identifies future park needs by type in the City's area of interest. This assumes that the combined standards identified above are applied in the IA. Table 16 1A Park Needs Tigard Interest Area 19+4 Park Needs Standards Units Inventory Standard 2000 2015 Neighborhood Acres 17.272 Community Acres 78.913 Special Use Acres 1.212 Linear Acres 38.750 Total Parks 136.147 3.60 3.71 14.12 Greenways Acres 113.98 3.02 3.11 11.82 Total Parks and Greenways 250.13 6.62 6.82 25.94 Paved Trails Miles 1.71 0.045 0.05 0.20 * Based on a 1993 population of 5,631, a 2000 population of 6,661 and a 2015 population of 9,549. ECONOMIC RESOURCE Associates, Inc. • City of Tigard Park and Recreation System Development Charges Page 21 PARK LAND COMPARISONS While the ratio of park land varies widely between communities, Table 17 below gives some comparisons to communities of similar size or situation to that of Tigard. The amount of acres includes all parks and open space (defined as greenways in Tigard). Table 17 Comparison of Park Land Standards Selected Cities City Population Acres Standard Percent TIGARD, OIL 32,145 234.46 7.29 79.48% Albany, OR 34,350 357.00 10.39 113.26% Edmonds, WA 42,843 451.80 10.55 114.92% Hillsboro, OR 42,280 220.51 5.22 56.83% Lake Oswego, OR 32,555 426.72 13.11 142.84% Longview, WA 31,052 382.54 12.32 134.25% ANk Keizer, OR 24,100 75.90 3.15 34.32% Vancouver, WA 43,000 450.50 10.48 114.17% Willamalane. OR 45,000 404.30 8.98 97.91% Average 327,325 3,003.73 9.18 100.00% Willamalane Park and Recreation District population is reflective of the District's boundaries which generally includes the urban growth boundary of Springfield. ACQUISITION AND DEVELOPMENT COSTS Listed in Table 18 below is an estimate of the acquisition and development costs for each of the five park types described at the beginning of this report. For a specific breakdown of cost on each park type, please refer to Appendix A. It should be noted that the cost per acre is reflective of the current standard of development in Tigard and can vary widely depending upon the quality, type and number of facilities offered. To acquire greenway property, the jurisdictions must often purchase adjoining la nds which are part of the same parcel. Thus, greenway land costs makes allowances for the City to purchase not only the direct greenway property but other adjacent properties which can not be easily separated from the greenway. AML ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 22 Ask 4 1 Table 18 Acquisition and Development Costs City of Tigard Site in Full Cost Cost. Per Acre Park Type Acres Land Development Land Development Neighborhood Park 5 $200,000 $598,442 $40,000 $119,688 Community Park 25 $1,000,000 $2,161,030 $40,000 $86,441 Special Use Area 1 $40,000 $42,199 $40,000 $42,199 Linear Parks 10 $200,000 $221,327 $20,000 $22,133 Greenways 5 $100,000 $21,707 $20,000 $4,341 UNIT COSTS City The combination of park standards, per acre costs for land and development and the anticipated Aft units served (resident or employee) form the basis for establishing the cost of providing parks for each unit of City growth. Table 19 City Park Cost per Capita City of Tigard, 1994 Park Costs Park Type Standard Development' Land Total Parks 4.010 $196,711 $136,285 $332,996 Greenways 3.546 $4,341 $70,916 $75,258 Paved Trails 0.053 $3,990 0 $3,990 Total All City Recreation $205,042 $207,201 $412,243 Cost of Master Planning $14,678 Cost Per Capita $427 1. mt Park development costs calculated by mu tip_yu~g a cost per acre by the par standard by the percent of a park acre which is developed in Tigard. ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 23 A weighted average of the development and land costs was used to compuie uie tvtul ccst of meeting the City's parks standard. We estimate that on average, it will cost approximately $333,000 to buy and develop the land for an average City park. The average City park cost is computed by weighing individual park costs. in addition to buying and developing land for parks, greenways and trails, the City must periodically develop a plan for when to buy land, what type of parks are to be developed and the best location for the parks given anticipated development. In other words, a parks master plan should be developed and approved by the City to provide operational guidance to the development of the Tigard park system. We estimate the cost of such a plan to be $40,000. Assuming each plan lasts ten years, the cost for each 1,000 new people expected to come to the City of Tigard over the next ten years is approximately $15,000. Thus, it is expected to cost the City of Tigard $427 to provide park land acquisition and development services for each new person coming to the City. IA In a similar manner to the calculations for the City, the cost of serving an additional person in the IA are calculated. Because the IA by itself has a much lower existing standard than the City, the additional cost per person to maintain the existing standard is just $163. Table 20 IA Parks Cost per Capita Tigard IA, 1994 Park Costs Park Type Standard Development Land Total Community 1.29 $74.366 $51,501 $125,866 Total IA Recreation $74.366 $51,501 $125,866 Cost of Master Planning $14,678 Cost Per Capita $141 IA and City Combined Assuming the IA will be annexed to the City as development occurs, the City and IA can be ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 24 considered a logical service area in which all patrons use the parks and have a common responsibility for park acquisition and development. The unit costs for parks under this alternative is shown below. The computations are similar to those for the City. Table 21 City and IA Parks and Recreation Cost per Capita City of Tigard and IA, 1994 Park Costs Park Type Standard Development Land Total Parks 3.604 $189,816 $123,646 $313,463 Greenways 3.017 $4,667 $60,345 $65,012 Paved Trails 0.045 $3,395 $0 $3,395 Total All City Recreation $197,878 $183,992 $391,189 Cost of Master Planning $14,678 Cost Per Capita $397 The cost of providing park acquisition and development services to both the City and IA at the combined standard of these two areas is $397 per person. Alternative Method To this point in the report, unit cost computations have assumed that the cost of parks is borne solely on a per capita basis. However, we have previously indicated that employees also recreate and use the parks and trails of the City. Using the standards developed under the alternative method, we compute the cost for each resident and employee added to the City's existing population and employment base. Table 22 City Parks and Recreation Cost per Capita and Employee (Alternative Method) City of Tigard, 1994 Standard Cost Per Capita Cost Per Employee Park Type Capita Employee Developed Land Total Developed Land Total Parks 3.683 0.410 $182,527 $125,327 $307,854 $17,776 $13,732 $31,508 Greenways 3.002 0.682 $4,643 $60,035 $64,678 $1,055 $13,636 $14,691 Paved Trails 0.045 0.010 53,378 $0 $3,378 $767 $0 $767 Total All City Recreation $190,547 $185;363 $375,910 $19,598 $27,368 $46,966 ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 25 9ft Cost or muster rianning I $13,048T Cost Per Capita $389 $49 Using the alternative method, the cost for acquisition and development of park and recreation services is $389 for each new person added to the City and $49 for every new employee who works in the City. SYSTEMS DEVELOPMENT CHARGES Systems development charges are levied at the point of application for a building permit. If the building permit is for the purpose of remodeling an existing business or dwelling, no systems development charge is assessed if the remodel is not an expansion of the existing living or work space. Otherwise, for all remodels and new developments, a systems development fee is assessed based on the number of people or employees who are expected to live or work in the space. For residential sector, we have established the average number of people who will live in various types of dwellings. This information was obtained from the 1990 U.S. Census of Population and Housing. Table 23 Persons per Residential Unit City of Tigard, 1994 Residential Unit Household Size Single Family 2,70 Multi-Family 1.70 Apartments 1.40 Mobile Homes 1.90 The number of persons working in a proposed commercial development varies greatly with the type of use. Thus, it is not possible to provide an average as a guideline in the same manner as for the residential sector. Consequently, each permit application for the expansion or new construction of business related space must be evaluated separately for the number of employees who are expected to work within the space. The systems development charge is then based on the determination of the total number of employees who will conduct business within the ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 26 proposed business -space. The maximum systems development charge which could be levied by the City of Tigard under Nam the various alternatives discussed within this report are shown in the table below. Table 24 Systems Development Charges for Maintaining Current Standards City of Tigard, 1994 Type of Development City IA Combined Alternate Single Family Units $1,150 $380 $1,170 $1,050 Multi-Family Units $730 $240 $670 $660 Apartments $600 $200 $560 $540 Mobile Homes $810 $270 $750 $740 Commercial - Per 10 Employees $0 $0 $0 $490 Depending on the method chosen and the area for which the SDC is to be charges, it costs the City between $1,150 and $1,050 for each average single family unit to provide for parks and recreation. Because of the lower service standard in the IA, the cost for the same unit is $380. The results for the other development types are shown above. Consequently, these are the charges which must be levied for the City to maintain the current parks level without using other City funding sources. Over the last five years, the City has had a small property tax levy ($350,000/year) to acquire and develop parks. Over the entire five year period, the average vacant acre paid approximately $35 for park acquisition and development. Thus, the current owner of a 10,000 square foot residential lot will have contributed approximately $10 to park development and acquisition. Adjusting the SDCs for this small amount will introduce unnecessary complications. Each residential and commercial SDC must be based on the size of the property being developed. . Consequently, because the amount of payment is small, the person paying the property tax is not the same as the person paying the SDC and the administrative complexity of adjusting for this factor, we recommend the City not adjust the SDC for property tax payments previously made by vacant property. Under the City, IA, and Combined alternatives, business sector contributions can help fund additional park acquisition and development. However, such contributions can not be used to ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 27 replace the obligations of new residents in meeting the current City standard. Under the alternative method of SDC computation, such business contributions for improvements and facilites, on an approved list, would qualify for an SDC credit (the contribution would be in lieu of the SDCs to the extend of the contribution or SBC). APPENDIX COST ESTIMATES FOR TYPICAL PARK 'T'YPES ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 28 Sam Type: Neighborhood Park Size: 5.0 acres Development Level. 6 * Improvements Quantity Units Unit Price Total Cost Clearing/Gcading 5 Ac. $6,500.00 $32,500 On-Site Drainage 1 Allowance $10,000.00 $10,000 Irrigation System 4 Ac. $12,500.00 $50,000 Electrical Service 1 Allowance $15,000.00 $15,000 Site Lighting 5 Poles $3,000.00 $15,000 Sewer Service 200 ILf $14.50 $2,900 Water Service 200 Lf. $12.50 $2,500 Drinking Fountain 1 Ea. $700.00 $700 Grading/Seeding 4 Ac. $11,500.00 $46,000 Trees 150 Ea. $200.00 $30,000 Shrubs 250 Ea. $75.00 $18,750 Pathway System 1200 Lf. $12.90 $15,480 Picnic Shelter 1 Ea. $35,000.00 $35,000 Picnic Tables/Sites 5 Ea. $850.00 $4,250 Playground 1 Ea. $35,000.00 $35,000 Multi-Purpose Court 1 Ea. $25,000.00 $25,000 Backstop 1 Allowance $2,500.00 $2,500 Restroom Building I Ea. $75,000.00 $75,000 Parking 25 Spaces $860.00 $21,500 Park Furniture 1 Allowance $7,500.00 $7,500 Misc. Improvements 1 Allowance $50,000.00 $50,000 Subtotal $494,580 Add Contingency @ 10% $49,458 Total Construction Cost ' $544,038 Add A/E Fees @ 10% $54,404 ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 39 TOTAL PROJECT COST $595,442 Site Acquisition 5 Ac. $40,000.00 $200,000 'Development Level is a range from 1 to 10 with 10 being the most highly developed park. ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 30 Dom 'T'ype: Community Park Size: 25.0 Acres Development Level: 7 * Improvements Quantity Units Unit Price Total Cost Clearing/Grading 15 Ac. $6,500.00 $97,500 On-Site Drainage I Allowance $25,000.00 $25,000 Irrigation System 15 Ac. $12,500.00 $187,500 Electrical Service 1 Allowance $25,000.00 $25,000 Site Lighting 20 Poles $3,000.00 $60,000 Field Lighting 4 Fields $65,000.00 $260,000 Tennis Lighting 4 Ea. $9,500.00 $38,000 Sewer Service 600 Li'. $14.50 $8,700 W**_-r ~y~ y ~yG 600 Lf. $12.50 $7,500 Drinking Fountain 3 Ea. $700.00 $2,100 Grading/Seeding 15 Ac. $11,500.00 $172,500 Trees 250 Ea. $200.00 $50,000 Shrubs 300 Ea. $75.00 $22,500 Pathway System 2500 LE $12.90 $32,250 Parking 200 Spaces $860.00 $172,000 Picnic Shelter 2 Ea. $35,000.00 $70,000 Picnic Tables/Sites 12 Ea. $850.00 $10,200 Playground 1 Ea. $35,000.00 $35,000 Multi-Purpose Court 2 Ea. $25,000.00 $50,000 Tennis Courts 4 Ea. $21,000.00 $84,000 Baseball Fields 4 Ea. $20,000.00 $80,000 Soccer Fields 2 Ea. $10,000.00 $20,000 Restroom/Concession I EA $125,000.00 $125,000 Internal Paving 2500 Sf. $1.45 $3,625 Park Furniture 1 Allowance, $15,000.00 $15,000 Bleachers 8 EA $7,200.00 $57,600 Misc. Improvements 1 Allowance $75,000.00 $75,000 Subtotal $1,785,975 _ ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 3l Add Contingency @ 10% $178,598 Total Construction Cost $1,964,573 Add A/E Fees @ 10% S196,457 TOTAL PROJECT COST $2,161,030 Site Acquisition 25 Ac. $40,000.00 $1,000,000 ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 32 Type: Special Use Area Size: 1.0 Acres Development Level: 4 * Improvements Quantity U:uts Unit Price Total Cost Clearhig/Grading 1 Allowance $6,500.00 $6,500 Irrigation System 1 Ac. $12,500.00 $12,500 Grading/Seeding 1 Ac. $11,500.00 $11,500 Trees 10 Ea. $200.00 $2,000 Shrubs 25 Ea. $75.00 $1,875 Misc. Improvements 1 Allowance $500.00 $500 Subtotal $34,875 Add Contingency @ 10% $3,488 Total Construction Cost $38,363 Add A/E Fees @ 10% $3,836 TOTAL PROJECT COST $42,199 Site Acquisition 1 Ac. $40,000.00 $40,000 Note: The above estimates are for basic site improvements only. Facilities that would go on the site would come under separate budget. ECONOMIC RESOURCE ' Associates, Inc. ' City of Tigard Park and Recreation System Development Charges Page 33 Type: Linear Park Size: 10.0 Acres Development Level: 5 Improvements Quantity Units Unit Price Total Cost Clearing/Grading 3 Ac. $6,500.00 $19,500 On-Site Drainage 1 Allowance $500.00 $500 Irrigation System 3 Ac. $12,500.00 $37,500 Drinking Fountain 1 Ea. $700.00 $700 Grading/Seeding 3 Ac. $11,500.00 $34,500 Trees 10 Ea. $200.00 $2,000 Shrubs 25 Ea. $75.00 $1,875 Pathway System 2100 Lf. $12.90 $27,090 Picnic Tables/Sites 5 Ea. $850.00 $4,250 Playground 1 Ea. $35,000.00 $35,000 Misc. Improvements 1 Allowance $20,000.00 $20,000 Subtotal $182,915 Add Contingency @ 10% $18,292 Total Construction Cost $201,207 Add A/E Fees @ 10% $20,121 TOTAL PROJECT COST $221,327 Site Acquisition (1) 10 Ac. $20,000.00 $200,000 (1) Assumes only 50% of site is developable ECONOMIC RESOURCE Associates, Inc. City of Tigard Park and Recreation System Development Charges Page 34 Type: Greenway Size: 5.0 Acres LCVC,vY ---a„"A " T eye!- 1 # o..., eye!- Improvements Quantity Units Unit Price Total Cost Clearing/Grading 1100 Lf. $2.50 $2,750 Pathway System 1100 Lf. $12.90 $14,190 Misc. Improvements 1 Allowance $1,000.00 $1,000 Subtotal $17,940 Add Contingency @ 10% $1,794 Total Construction Cost $19,734 Add A/E Fees @ 10% $1,973 TOTAL PROJECT COST $21,707 Site Acquisition 5 Ac. $20,000.00 $100,000 gem ECONOMIC RESOURCE Associates, Inc.