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City Council Packet - 11/19/1996 7i TIGARD CI'T'Y COUNCIL CITY OF TIGARD WORKSHOP MEETING ~ NOVEMBER 19, 1496.6:30 PM TIGARD CITY HALL, e 13125 SW HAIL BLVD nc TIGARD, OREGON' 97223 PUBLIC NOTICE: L 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. f 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, x309 (voice) or 684-2772 (TDD - Telecommunications Devices for the Deaf). SEE ATTACHED AGENDA . 1 i 1 i COUNCIL AGENDA - NOVEMBER 19, 1996 - PAGE 1 , AGENDA TIGARD CITY COUNCIL MEETING - NOVEMBER 19, 1996 i 6:30 P.M. 1. WORKSHOP MEETING 1.1 Call to Order - City Council at Local Contract Review Board 1.2 Roll Call 1.3 Pledge of Allegiance 1.4 Council Communications/Liaison Reports r. 1.5 Call to Council and Staff for Non-Agenda Items u. 6:35 p.m. 2. CITIZEN INVOLVEMENT TEAM COMMUNICATIONS • Citizen Involvement Team Members 6:50 p.m. 3. UPDATE: METRO 2040 • Community Development Director 7:00 p.m. - 4. JOINT MEETING WITH THE LIBRARY BOARD • Library Director - I 7:4S p.m. 5. REVIEW FORMAT OF CITY'S WEB SITE • City Recorder 6.05 P.M. 6. DISCUSS LATEST INFORMATION CONCERNING MEASURE 47 IMPLEMENTATION • City Administrator 8:45 p.m. 7. NON-AGENDA ITEMS COUNCIL AGENDA - NOVEMBER 19, 1996 - PAGE 2 s 8:55 P.M. 8. EXECUTIVE SESSION: The Tigard City Council will go into Executive Session under the provisions of ORS 192.660 (1) (d), (e), aL (h) to discuss labor relations, real property transactions, current and pending litigation issues. This Executive Session is being held under the provisions of ORS 192.660 (1) (d), (e), ax (h). 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. F 9:15 P.M. 9. ADJOURNMENT is%adm\cathy\961119.dm COUNCIL AGENDA - NOVEMBER 19, 1996 - PAGE 3 Agenda Item No.~ I _ f Meeting of -7 ~f TIGARD CITY COUNCIL WORKSHOP MEETING MEETING MINUTES -NOVEMBER 19, 1996 ` 1. WORKSHOP MEETING 1.1 Call to Order - City Council & Local Contract Review Board Meeting was called to order at 6:35 p.m. by Mayor Jim Nicoli 1.2 Roll Call Council Present: Mayor Jim Nicoli, Councilors Paul Hunt, Brian Moore, Bob Rohlf, 4 and Ken Scheckla. Staff Present: City Administrator Bill Monahan; Finance Director Wayne Lowry; Asst. to the City Administrator Liz Newton; and City Recorder Catherine Wheatley. CIT Facilitators present: Mark Mahon, East CIT. 1.4 Council Communications/Liaison Reports: None 1.5 Call to Council and Staff for Non-Agenda Items Bill Monahan City Administrator, said that staff wanted to continue Item 5, Review Format of the City's Web Site to December 3. 2. CITIZEN INVOLVEMENT TEAM COMMUNICATIONS Mark Mahon, East CIT, reported that the East CIT has been discussing traffic and pedestrian problems in the vicinity of 78°i Street and Pacific Highway. He reviewed the current configuration of one left turn lane and one straight ahead or right turn lane. He suggested redefining the lanes to one left turn lane, one straight ahead lane and one right turn lane to i move the traffic through the intersection faster. He noted that the traffic study provided by Mike Mills, Engineering Department, showed that Pfaffle Street met the current designation for a major collector, though it was currently designated as a minor collector. Mr. Mahon mentioned work Mike Mills completed on his own time to assist a resident who had problems caused by a developer failing to complete some work. He said that Mr. Mills told him that the City has been attempting to get the developer to take care of the problem. Mr. Mahon stated that he agreed with the City's action on the recent Dr. Davis zone change request. He encouraged the Council and staff to look at what kind of planning was needed for that area, commenting that he thought changes there were inevitable. Councilor Moore commented that the City would have to work with the state on 78`h Street. Mr. Mahon said that 78t" street was a City street. The City would have to work with the `J state on timing the signal but not on widening the street. I CITY COUNCIL MEETING MINUTES - NOVEMBER 19, 1996 - PAGE 1 F-7 ►ack Pol~ns 16000 SW Queen Victoria Court King City, commented that there were no CIT minutes available. He requested that information on what the CITs discussed and the eventual outcomes of those discussions be made available to the public. Liz Newton. ~ Assistant to the City Administrator, explained the difficulties in keeping minutes for a group that had no defined membership; the attendees changed for every meeting. She reviewed the ' process they developed to reflect the activities of the CITs. She said that the agendas, any I written information distributed to the CITs, and their accomplishments were placed in the CIT notebook in the library. ' 3. UPDATE: METRO 2040 Tim Hendrvx Community Development Director, reported that the Metro Council adopted the Functional Plan last week. He said that he intended to report back to Council on the ramifications of the Plan as soon as staff had time to analyze it. Mayor Nicoli suggested writing a letter to Mike Burton informing him that at its own expense Tigard would put in as many of the Metro changes as it could into the zone change I process the City was currently going through. However, because the Functional Plan had so many unknowns, and in light of Measure 47, Tigard looked to Metro for funding of the i second phase of implementation. Mr. Hendryx mentioned that Metro staff indicated that Metro would be willing to help out with some of the necessary code work in planning for the Tigard Triangle. In response to a question from Mayor Nicoli, Mr. Hendryx reported that the Planning Commission enthusiastically received the Tigard Triangle report last night. The Commission unanimously recommended approval of all three parts. i 4. JOINT MEETING WITH THE LIBRARY BOARD Library Board members present: Chair Nancy Irwin; Board Members Lonn Hocklin, Larry Beck, Tammy Gustin, Angus McKay, Shannon Busch. Ms. Irwin stated that the Board did not believe the voters voted against the library in approving Measure 47. She reported that the Library Director and her staff have assured the Board that they and their volunteers are dedicated to providing knowledgeable, creative, and E timely service to their customers, regardless spite of Measure 47. Tammy Gustin reported on Goal 1, Customer Involvement. She reiterated the library staff's commitment to continue to provide the best possible service to their patrons. She reviewed the library staff's efforts to identify their customer base, determine their needs, and provide specific programs to meet the needs of a broad spectrum of citizens. She mentioned the j Library Director's intention to present a strategy for the library expansion to both the Board and the public, encouraging participation. Other programs mentioned included the library's i web page, brochures describing library services, and an adult reading program. Angus McKay reported on Goal 2, Physical Environment. He reviewed the history of l libraries and their importance in a democratic society. He stated that each year the library CITY COUNCIL MEETING MINUTES - NOVEMBER 19, 1996 - PAGE 2 L~ I' f E i ~y deleted almost as many books from its collection as it added because of lack of adequate ....7 shelf space; last year they brought in 15,341 new books and eliminated 11,716 older books. He reiterated that a vote for Measure 47 was not a vote against libraries. He expressed his t hope that the visioning process would show strong support for libraries in the community. He said that they were ready to do what they could and asked the Council's help. Councilor Scheckla asked what happened to the books that were deselected. Kathy Davis, City Librarian, explained that books removed for poor condition were usually discarded. Otherwise books were donated to the Friends of the Library Book Sale or to other libraries or organizations. Ms. Irwin read the report on Goal 3, Collection Development, prepared by an absent board member. She reviewed the need for the libraries to provide materials for all ages and needs, noting students, teachers. the business community, and families in particular, f Ms. Irwin reported on Goal 4, Access to Materials. She said that they were committed to meeting their high goals of access to materials. This included coordinating open hours to best meet patron demand, assigning staff during peak library use times, and a self-checkout system. She noted a catch-22 situation in which cutting back library hours meant less circulation of materials. But their part of the funding pie from the Washington County Cooperative Library Services (WCCLS) was based on their circulation. Therefore cutting back hours meant less circuiation which meant less money from WCCLS. f Ms. Irwin mentioned that the library provided education before, after and during the formal I education process. Therefore it should be included in the prioritization of Measure 47 for public safety and education. She noted that Tigard did not have a formal parks & recreation department; sometimes the library programs were all the citizens had available to them. Shannon Busch reported on Goal 5, Access to Information. She reviewed the numbers and range of questions answered by librarians today, commenting that if the librarian didn't know the answer, the public expected him/her to know where to find the answer. She mentioned the continuing education requirements for library employees, and the public education efforts by the library staff. She said that they met the objective of providing fast, courteous, and professional service in locating information by reprioritizing the reference staff so that the public did not have to wait more than five minutes to talk to a reference librarian. She noted the program "Library Guide" developed to help patrons find the ' recommended area. She said that 1997 was the year the library set to serve as a broker of ' information for recreational, educational and cultural activities throughout the community. Larry Beck reported on Goal 6, Programs and Services. He reviewed the library statistics: 600 patrons a day with over 500,000 items checked out yearly. He noted that patrons consulted reference materials and reference librarians. He mentioned the use of the library ; as a community center where different interest groups held their meetings and where various other cultural, political, and educational activities took place. He said that the library took a proactive role in reaching out to the different groups within in the community, citing the Friendly Visitor program, the increasing Spanish collection, and the innovative programs for children and youth. CITY COUNCIL MEETING MINUTES - NOVEMBER 19, 1996 - PAGE 3 ~ I Lonn Hocklin reported on Goal 7, Networking and Resource Sharing. He emphasized the phrase "of value to the community", citing the various programs and statistics reported earlier as examples of the value of the library to the community. He said that their response to Measure 47 was to meet it head on and make the library even more valuable to the community, thus increasing the already high level of support for the library in the community. He reviewed the various plans of the library staff. These included enhancing online services by adding one online database a year through a cooperative buying arrangement with WCCLS, exploring the acquisition of low demand non fiction materials, integrating the Washington County Interlibrary Community Resource Database into the Tigard Public Information Service, and exploring with the School District the possibilities of joint activities to enhance education. He pointed out that the library was a government agency that people came to voluntarily. He asked the Council's support to maintain the library as a source of pride and value for the community. Mayor Nicoli stated that the Council supported the library but noted that the next discussion was on the ramifications of Measure 47. He said that the Council still wanted the police and } library expansions but that it might take longer now. 5. REVIEW FORMAT OF CITY'S WEB SITE This item was postponed to December 7. 6. DISCUSS LATEST INFORMATION CONCERNING MEASURE 47 IMPLEMENTATION Mr. Monahan stated that staff expected to report frequently to the Council on the new information received on Measure 47 and how the City should respond to it. He reviewed the presentation materials, including Mr. Lowry's presentation on the City's response to Measure 47, "Making Measure 47 Work" by Harvey Rogers, bond counsel with Preston, Gates and Ellis, who raised several legal challenges, and the list of 20 expenditure revenues finalized yesterday. Mr. Monahan said that the key decision now was where did the Council want to go with the five year financial plan. He said that he and Mr. Lowry thought that they could make Measure 47 work during the interim while it went through the legislative and court i' { processes. 1 In response to a question from Councilor Hunt, Mr. Monahan said that while the expenditures did not include salaries, neither was it solely capital construction. It included I items like Cityscape and the CITs. Wayne Lowry. Finance Director, presented a PowerPoint presentation using slides to review the "big picture." He said that the only thing they knew for sure about Measure 47 was that people's property taxes would be reduced. It would probably be April or May before the i . jurisdictions had any definitive information on what the revenue picture would look like. He t noted the difficulties in creating a budget when they didn't know what the revenue side of it would be. 1 j CITY COUNCIL MEETING MINUTES - NOVEMBER 19, 1996 - PAGE 4 6 i I i L~ f,.. 3 Mr. Lowry said that staff expected to lose property tax revenue and WCCLS funding (received from a County serial levy). Fie said that they expected the legislature to take a lot 9 of time to work out the two major parts of the measure: allocating the losses and prioritizing public safety and education. He reviewed the issue with the planning fees and charges (any fees and charges raised since June 30, 1995, - if raised to offset property tax revenue losses - had to be confirmed by the voters before June 30, 1997. I Mr. Monahan commented that Mr. Rogers recommended the conservative route of taking the fees and charges to the voters. He pointed out that Tigard did not raise the fees to offset property taxes and they did an analysis of actual costs. He said that they had the option of waiting to see if someone challenged those two arguments. Mr. Monahan reviewed the issue of annexation without tax increase, a provision of Measure 47 not noticed by many people. He explained that cities could proceed with annexations as usual but if they wanted to tax the property annexed into the City, then they had to get i approval from those affected by the annexation, and 50% of those affected had to vote. He noted the range of opinions on what that meant. He cited the request for annexation from Walnut Island residents, stating that while the City expected the people were willing to pay property taxes, the City would have to go to the expense of holding an election just for them. He pointed out that multiple annexation requests could mean multiple ballot measures so that only those affected by a given annexation voted on their taxes. Councilor Hunt asked if the election could be held before the annexation. Mr. Monahan said that the City would want to make sure that the property owners were locked into paying .i property taxes prior to the annexation or the City had no motive to annex the property. Councilor Scheckla commented that the rest of the people living in the city would pay for the services of those annexed if those annexed did not pay property taxes. Councilor Rohlf noted the expense incurred by the City to find out what the people wanted to do. Councilor E . Moore commented that this sounded like a way to avoid forced annexation, even if that wasn't the intent. i Councilor Scheckla asked if the rest of the City had to pay for annexation for only one year or forever. Mr. Monahan said that the citizens paid forever. Mr. Lowry said that the City could still take its tax base increase but anyone in the annexed territory would not have a City of Tigard tax rate unless they voted for it. He pointed out that this changed the whole annexation process because cities no longer had a financial incentive for annexation to offset the cost of providing services. In response to Council questions, Mr. Monahan said that the annexation was a major I question which the legislature would have to define. He recommended not annexing any 3 territory until after the legislature dealt with this issue. He noted that they needed to talk with Mrs. Tibbetts and the other residents in Walnut Island. He mentioned that they had a couple of requests in process but said they were not at the Boundary Commission stage yet. CITY COUNCIL MEETING MINUTES - NOVEMBER 19, 1996 - PAGE 5 t N Mr. Lowry noted that staff has received several phone calls in the last month for different annexation requests. The Council discussed the annexation issue. Mr. Monahan noted two issues: the need for 50% voter turnout in the affected area, and the difficulty with renter controlled areas that property owners want to annex for provision of services. Councilor Rohlf asked if the entire City would vote on property taxes for an annexed area 3 since not increasing taxes in one area effectively increased taxes everywhere else. Mr. Monahan said that that was not what the law provided. He explained that the entire city could vote on an annexation plan. The Council discussed when elections could be held. Staff was not certain whether the elections could be held only every two years or whether the measure simply required more than 50% voter turnout on any regular election day. Mr. Lowry reiterated that the City did 4 not want to annex without getting the people's agreement to pay the property tax. I Mr. Lowry reviewed major policy questions before the Council as a result of Measure 47. He asked if the Council wanted to maintain the commitment of the five year plan to 2001 or just stay with it as long as they could. Mr. Lowry asked if the Council wanted to use operating funds for capital purchases. He I explained that now there was a direct tradeoff of service (or employees) for property (or capital). He raised the issue of the preservation of non-fee services such as police, library, parks, and some types of planning. He explained that these were considered property tax supported services because they were available to everyone without charge. Mr. Lowry asked if the Council was willing to go to voters for fee charge increases. He reviewed a "loophole" in Measure 47. It changed the definition of capital construction to mean only things actually attached to the building; this meant that cities could no longer use the proceeds of bonds passed for capital construction to purchase equipment, furniture or maintenance, though there was an allowance for public safety and schools. He explained a strategy to ask voters for bonding authority to purchase items such as police vehicles and i then spend the operating dollars allocated to those items on something else. Mr. Lowry noted the ending fund balance target, asking what the Council wanted this balance to be in the year 2001 for entry into the next five year plan. He mentioned the status of programs. He said that the enterprise funds (sewer, water, storm) were not affected by Measure 47. In response to a question from Councilor Hunt, Mr. Lowry confirmed that enterprise fund fees could be raised without a vote because the City was not offsetting r property taxes Mr. Lowry noted social and arts funding. He explained that social and arts funding was based on a percentage of the total operating budget. If the operating budget were cut, then i social and arts funding would be cut, if Council stayed with the current policy. 1 Councilor Hunt asked about the expansion at Cook Park and SDCs. Mr. Lowry said that while SDCs were unaffected, the expansion at Cook Park was a concern because the funding for the maintenance of the improvements came out of the general fund. CITY COUNCIL MEETING MINUTES - NOVEMBER 19, 1996 - PAGE 6 f F7 U Mr. Lowry reviewed the points of decision for Council policy issues. He referred to the estimated revenue reductions: a property tar reduction of $2 million, a WCCLS funding reduction of $230,000 (this could be more if libraries are not defined as public education). Council policy review will include reduced percentages in selected areas of the budget and whether the ending fund balance target of $1.5 million is still viable. Mr. Lowry noted that the $2 million figure was consistent with other agencies' projections for Tigard's loss. Ms. Davis reported support of defining libraries as education from the Oregon Educational Media Association at a meeting with the Oregon Library Association last week. Mr. Lowry reviewed staff strategies, beginning with the current year. He mentioned I strengthening the beginning fund balance next year by cutting items this year that the . department heads felt they could get through to the end of this fiscal year without, but at the f same time not diminish services. Mr. Monahan said that they were proceeding carefully with that list because sonic of it depended on Council decisions Councilor Hunt commented that they should look at places where they might diminish services. Councilor Rohlf concurred, contending that the people needed feedback showing the result of their vote. Councilor Hunt said that if the people saw no diminishing of services, they may claim that government has been spending money foolishly. f Councilor Rohlf explained his position that if Tigard voters voted for Measure 47, then the people needed to understand that if they do not pay for services they do not get these services. Mr. Monahan said staff they did not yet have a figure on proposed cuts. He emphasized that these cuts were only until the end of this fiscal year. Staff did not recommend cutting services now because they had money in the budget for this fiscal year; the measure did not go into effect until next year. He said that they did not want to do anything too drastic until they saw what the legislature did. Certain interpretations would be very helpful to cities; cutting services prior to those possible interpretations would not be financially efficient. Mr. Lowry commented that if events occur as predicted by Measure 47 supporters, the City f would face greatly reduced services in 2001 because of population growth and the impact of no additional staff. j Mr. Lowry noted another possible strategy: freezing hiring for current general fund 1 vacancies. Mr. Monahan said that not all of the current nine vacancies were general fund positions. He explained that staff froze all hiring until they had this discussion with the Council. He said that they would examine all vacancies, both current and future (in light of the financial plan they developed), on an individual basis to determine whether or not they could fill them. He stated that he did not think they should freeze a position permanently just for the sake of freezing it. Mr. Lowry reviewed the remaining strategy suggestions: hold pending general fund projects, reduce training and travel, and review the annexation policy in light of Measure 47. He reiterated that the City did not want to be annexing people without having them pay their fair share of taxes. They needed a serious talk about the process. j CITY COUNCIL MEETING MINUTES - NOVEMBER 19, 1996 - PAGE 7 L.~ L f i Councilor Rohlf asked if Council decisions on fees and charges needed to be pan of the current year strategy. Mr. Monahan said yes. He explained that the questionable ones were the planning fees. He recommended that Tigard not be the first one to go to a vote because the Measure 47 proponents were likely to scrutinize the first measure very carefully, and possibly litigate. In response to a Council question, Mr. Lowry explained the penalty if cities charged higher y fees without the approval of the voters. Voters who were charged those higher fees could i withhold the amount of the fee from their next year's property tax bill. He noted that Mr. Rogers spoke on how silly this penalty would be. Mr. Lowry reviewed strategies for 1997/98 fiscal year. He mentioned a 10% cut in material and service budgets across the board, elimination of all new future general fund positions in the plan, reexamination of general fund projects, reduction of the general fund contribution h " to the facility fund from $300,000 a year to $100,000 a year, getting voters to approve bond ' funding for purchases which normally came out of the operating budget, such as police cars, and filling future general fund vacancies only upon justification. Mr. Lowry explained the assumption he made that the funding levels from WCCLS would return to the current level after the three year levy term expired because the County would go out for a new band. I; Mr. Lowry reviewed the impacts of implementing these strategies. These included lower service levels in the police department, the library, and other general find programs (planning, parks maintenance, administration), reduction in sociallarts funding, a vote for tax increase prior to annexation, the need to approach voters before tine end of the five year plan for police vehicles and fee charges, use of the supplemental budget process, reduction in the facility fund contribution for general maintenance projects, and limitation on the ability of Parks Maintenance to maintain an expanded Cook Park. Mr. Lowry explained that the supplemental budget process could be used to make adjustments to whatever budget they devised. He recommended picking a logical number and developing the 1997/98 budget around it; this was preferable to developing four different budgets, all of which could be wrong. i 9 Councilor Rohlf asked if the team sports groups were willing to pitch in and help maintain the fields at Cook Park. Mayor Nicoli mentioned the goal of the Soccer league to turn about a $30,000 over to the City for capital acquisition. He suggested asking them to donate that money to the City to be used however the City saw fit. The City could then use money in the park fund to buy land; donated money might used to maintenance. Councilor Hunt asked if it would be possible to set up the ball parks as an enterprise fund and let the leagues maintain it. Mr. Lowry said that it was possible but that he had no idea of the market for ball fields. He commented that if they tried to recover their whole costs, no one would rent the fields. He reiterated that funds that were not out of property taxes were unaffected by Measure 47. j CITY COUNCIL MEETING MINUTES - NOVEMBER 19, 1996 - PAGE 8 j Mr. Monahan reported a suggestion from the League of Oregon Cities conference on handling parks. Cities could deed parks to non-profit entities who could charge a fee and j maintain them. He commented that they would not want to do that without some strict guidelines so that the park would not be lost forever to the community. He said that perhaps the Soccer league could own the facilities and contract with the City to provide maintenance; they could charge themselves and the people who used them. Councilor Scheckla asked about liability. Mr. Monahan said that it depended on how the agreement was structured. Mayor Nicoli pointed out that if the league went to a private i insurance carrier, they would lose the City's tort limitation of $100,000. i The Mayor recessed the meeting at 8:20 p.m. for a break. The Mayor reconvened the meeting at 8:30 p.m.. Mr. Monahan introduced a Washington County document "Making Ballot Measure 47 Work" as an example of the documents other jurisdictions have prepared. He noted that Tigard was consistent with Washington County's response to fully implement Measure 47 and not view Measure 47 as a reflection on staff or services provided to the community. Mr. Monahan reviewed the legal issues raised in Mr. Rogers' paper. These included too 6 many topics in one enactment and use of the wrong process to revise the Constitution. f Mr. Monahan explained that the writers of Measure 47 tried to fix a loophole in Measure 5 1 J with a provision in Measure 47. However that provision had no connection to the rest of the measure, and provided an opportunity to contest the measure on the grounds of too many policies in one enactment. He noted a potential defect in that usually this type of challenge was brought prior to the measure going before the electorate. Mayor Nicoli commented that several jurisdictions together could contest the measure. Mr. Monahan said that he thought this challenge would be handled in the same manner as the Measure 8 challenge was handled. He commented that lawsuits were expected in a matter of several weeks. Mr. Monahan explained that there were two different processes used to amend the I Constitution and to revise it. He said this many changes raised the question of whether this was really a revision rather than amendment. If it was a revision, then the proponents used t the wrong process. i Mr. Monahan reported other issues raised at the League conference. He explained how the lack of language in Measure 47 regarding the exclusion of bonded indebtedness in two of the items allowed a possible interpretation of keeping bonded indebtedness in the calculations. This benefited the cities because it increased the amount on which they calculated the 10% reduction, leaving them with more money than if bonded indebtedness were removed from - the calculations. He said that this would require legislative analysis. CITY COUNCIL MEETING MINUTES - NOVEMBER 19, 1996 - PAGE 9 i E j Mr. Monahan noted another issue of conflict between the language in Measure 30 and a Measure 47. The general rule in conflicting language situations was whichever measure got the most votes prevailed. In this case, Measure 30 got the most votes. Since Measure 30 required the state to provide funding for its mandates to local jurisdictions, and Measure 47 required prioritization of public safety and education, did this mean that if the state required 1 a local jurisdiction to spend more money on public safety then it had planned to, the state was mandating the expenditure? If that was the case, then the state had to provide money to implement the mandate. He said that the theory was that either the state provided local jurisdictions with the money or it stepped out of the prioritization role and gave it to the local jurisdictions. 1 , Mr. Monahan said that the League speakers concurred that Mr. Rogers' legal arguments were particularly good ones. He said that the process for challenging Measure 47 was the ! t same as the process used for challenging Measure 8. He pointed out that while the process was "expedited," it was not "fast." Mr. Monahan recommended that Tigard not expend any money at this time on legal j analysis. Administrative staff would monitor the situation. He explained that they would need the City Attorney's office to help with interpretation, application, and the legislative end of the issue. is, Councilor Rohlf asked if staff would take a proactive role in terms of lobbying the _ legislature for a particular interpretation. Mr. Monahan said yes. He noted that Mr. Lowry served on several finance committees. Mr. Monahan reviewed the expenditure revenue list. He explained that they wanted Council to see the list in total prior to make any decisions, even though the list contained non-general fund expenditures. He said that the "A" items were the critical items to decide on now. These included police expansion, police vehicles, purchase of the Schramm building, the } gray water line, and Cook Park expansion. Mr. Monahan said that his and Chief Goodpaster's recommendation was to put the police expansion on hold at this time. He noted the probable reduction in police staffing levels and the possibility that they could end up with a building not fully occupied. Mr. Monahan recommended purchase of only three of the four vehicles approved for purchase last week by the Council; this reduced the original expenditure of $130,000 (for f five vehicles) to $65,640. Mr. Monahan recommended continuing to pursue the purchase of the Schramm building because it was an opportunity that might not exist in the long term. He reviewed several options, including subleasing the building. He concurred that the repairs required were a drawback; they could probably only lease the building to someone willing to use it as is. Mayor Nicoli suggested finding a tenant willing to pay for renovation in exchange for a 4-5 year lease. Mr. Monahan noted that the gray water line was a cooperative project with USA and Tualatin Golf Course. He recommended continuing with it, pointing out that backing out of { CITY COUNCIL MEETING MINUTES - NOVEMBER 19, 1996 - PAGE 10 I . j it now would damage their relationship with Washington County. He noted the tremendous benefit of the line now as well as with an expanded Cook Park. Mr. Monahan recommended continuing to develop the scope of the plan for the expansion of Cook Park. He said that they have spent $4000 of the $20,000 allocated for the consultant. He suggested spending the consultant funds to carry out whatever the purchase would be without general funds. He also suggested reconvening the committee to discuss the expansion in light of Measure 47. Councilor Hunt and Mayor Nicoli concurred with Mr. Monahan's recommendations on all E five items. Councilor Moore expressed concern with holding off on the police expansion. The Council discussed the issue. Mayor Nicoli said that he wanted to hear about the cuts in the police department before deciding on the police expansion. Ron Goodpaster. Police Chief, clarified that the cost of construction for the first phase of this t k two phase project was $349,700 in this fiscal year; the second phase cost for next year was $130,000. He concurred that they needed space now but stated that the expansion depended on the personnel decisions. Fie said that they would reexamine their plan and make changes ; in light of not having full personnel. Councilor Rohlf expressed his discomfort with holding off on the police expansion because he knew that eventually the City would go to the voters to ask for money for more police officers, and therefore need more space. Councilor Moore commented that money has been _ set aside for this expansion for the last couple of years. Mayor Nicoli pointed out that there were other options for expanding the police department space. He noted a scenario of freeing up areas of City Hall by transferring staff to the 1 Schramm building. He said that lie was willing to give up the police expansion temporarily with the understanding that it came back to Council as soon as things settled down. Mr. Lowry commented that the Council could delay the project until it got more information or it could stop the project completely and save the money to spend it on something else in . " the future, like police officers. In response to a question from Councilor Hunt, Chief Goodpaster said that the project has already gone out for bid. He said that the cost estimates were a little higher than the budget but within reason. He explained that they intended to use an $18,000 law enforcement community development block grant to pay for the extra parking they would get through t - reconfiguring the lot. Councilor Hunt said that he saw both sides. If they waited, the construction prices went up. He stated that he did not want to delete it without it coming back before Council. Mayor Nicoli noted that the Council has agreed with staff recommendations for Items Al-5 with a temporary hold on Item A]. Mr. Monahan reviewed the "B" items. These included the Washington County jurisdiction transfer, 79'x' and Durham signal, purchase of the combination sewer cleaner, building maintenance projects, and the Peed store parking lot. CITY COUNCIL MEETING MINUTES - NOVEMBER 19. 1996 - PAGE I 1 4 ~J - L~ i Mr. Monahan recommended continuing discussions with Washington County over the jurisdiction transfer. Councilor Rohlf expressed concern that the City would agree to the transfer and then find out in two or three years that the County could no longer do it. Mr. Hendryx confirmed that the contract would be written to allow either side to discontinue with notice. In response to a question, Mr. Lowry explained that they could argue that the County fees the City would charge if the transfer went through were not an increase in fees because those fees were in place prior to 1995. Mr. Monahan noted that the City was simply the County's agent in this instance; they were not adopting new fees. He recommended a meeting to discuss the issue. Councilor Scheckla asked who would pay for the estimated five FTE required for the jurisdiction transfer. Mr. Monahan said that County fees would pay for the employees. He I said that the City might find that the fees did not cover all three areas (planning, code enforcement, and public works); the City might want to back out of code enforcement or f maintenance and keep the only area with guaranteed fees - planning. Councilor Scheckla noted a concern with public perception at hiring five new people during a time of reduction. The Council concurred with the staff recommendation to proceed with the signal at 79`x' Avenue and Durham Road. Mr. Monahan reported that the City had a contract with the School District to provide half the funding. He said that Mr. Lowry verified last week that - the School District was still willing to contribute. He noted that this project did not use ! general fund money. Mr. Monahan said that the combination sewer cleaner did not use general fund money. He commented that this was a new piece of expensive equipment and that he wanted the Council to be aware of its purchase in case people asked about it. The Council agreed to proceed with the purchase. Mr. Monahan reviewed the building maintenance projects. He recommended deleting the drive up book drop for the library, deferring the carpet in the library foyer, and completing the interior paint project and replacement of carpeting at the Senior Center ($6500). Mr. Hendryx noted the two projects left over from last year that the Council tabled last week, the i door closer and the blinds ($5200). I The Council discussed extensively the maintenance projects at the Senior Center. Councilor : Hunt noted the generous treatment of the Senior Center by the City. Mr, Wegner said that the most critical project was the automatic door closer. He explained that the Senior Center Director worked him a year ago to develop a list of 40 maintenance projects which the City had not done; he agreed to put one or two of the projects in the budget each year. Mayor Nicoli spoke for purchasing the door closer and the interior painting. Mr. Monahan reported on a training session he and Ms. Newton attended on long term strategic planning for senior centers. He said that the speakers recommended that senior centers locate other sources of funding other than City contributions. CITY COUNCIL MEETING MINUTES - NOVEMBER 19, 1996 - PAGE 12 ! f j Aw~ Councilor Hunt said that he would support only the door opener. Councilor Rohlf concurred with Councilor Hunt. He spoke for forcing the Center to consider other sources of income. Councilor Moore concurred. Mr. Monahan commented that labor for the painting project could be provided by 3 volunteers. The Council discussed the advantages and disadvantages of volunteer labor on a space difficult to paint. Councilor Scheckla expressed his support for the interior painting, } the door closer, and the blinds. Councilor Moore said that while he supported the door closer, he had not been in the building to see the condition of the paint, carpet, and blinds. Mr. Wegner suggested giving $3000 to the Center Director and letting her choose between interior painting or blinds The Council agreed to fund the door. Mayor Nicoli, Councilors Rohlf and Moore supported including $3000 for either paint or blinds. Mr. Monahan said that if the Councilors got a chance to look at the Center before the next meeting, they might want to vote on the $3000 also. i Mr. Monahan noted that the City did not need to do anything at this time regarding the feed 4 store parking lot. He mentioned that the Chamber might want to file a joint application with I the City if they could not accommodate all the landscaping and parking needed for their building on their part of the property. He said that some of the City's property was unsuitable for parking, and that the City's extra landscaping might help out the Chamber with their application requirements. Mr. Monahan said that the Chamber might come to the Council requesting the elimination of the offstreet parking requirement, as other downtown redevelopments in other cities have w done to their Councils. He said that the Council would have to decide if it intended to move forward at the same time as the Chamber, if the Chamber developed their lot and needed parking. Councilor Hunt said that he was against spending City money to assist the Chamber in this situation. He said that the agreement was very clear and that he would not support spending money on something the City did not need. Mayor Nicoli commented that the staff recommendation was to hold off until they found out if the Chamber would make these i 1 improvements for the City. Ms. Newman reported on possible cuts to the visioning budget. She noted the additional $15,000 they expected from Metro to increase their $55,900 budget. She said that they saved $26,000 by not hiring an administrative assistant and using a PSU graduate student working half-time instead. She explained that they saved $1500 on the artwork for the logo because the Tigard High School student donated the artwork. She said that they would also } cut back on refreshments for the subcommittee meetings and the celebrations. Mr. Monahan commented that Tigard was in a very good position because of the visioning process. He explained that the League speakers urged cities to get public participation on future programs. CITY COUNCIL MEETING MINUTES - NOVEMBER 19, 1996 - PAGE 13 ~ I l~ , J/ Councilor Rohlf commented that he has heard only positive comments from the public regarding the visioning process. He expressed concern that they not cut back too much. Mr. Monahan said that they would like to retain the refreshments. He noted that logos and pins ; were also important as inducements and commemorations of participation in the process. He said that the dollar amount was $6000 or $7000 for these items. Councilor Scheckla commented that he has never supported the visioning process. i' Mr. Monahan recommended continuing with the Community Development Code rewrite as it was a long term project. He noted that the two utility vehicles requested by Mr. Wegner came out of dedicated funds, and recommended purchasing them. He recommended purchasing the two portable diesel emergency generators also requested by Mr. Wegner; they came out of the water fund. 4. The Council agreed by consensus to cut the purchase of computers for the Council. Mr. i 4 Monahan said that staff would provide Councilors with connections to their own computer. Mr. Monahan recommended continuing the publication of Cityscape with 12 issues a year but cutting back to 8 pages an issue. He reviewed some discretionary advertising they could eliminate, such as not publishing the entire Council agenda in the Tigm-cl Times, and just the f public hearings instead. Mr. Monahan recommended deciding on a week by week basis whether or not they had rte, cable coverage of the Council meetings; if they had a small agenda, no coverage. He said k that coverage for two meetings a month for a year cost $9600. The Council discussed this issue extensively, noting its importance in informing the community. Mayor Nicoli f suggested having cable coverage of the meeting at which they approved these reductions Il and strategies. Councilor Rohlf commented that people were used to a regularly scheduled broadcast" Councilor Scheckla asked if staff had tracked the expenditures of TV coverage over the years. Mr. Monahan said that information was available in past budget documents. Councilor Hunt spoke to keeping one meeting a month for only a certain number of hours, no matter how late the meeting went. Mr. Monahan said that they could do that. He said that staff could also schedule items of interest on the cable TV night with the discretion of scheduling coverage of a second meeting if they felt it was necessary. In response to Council questions, Mr. Monahan said that they would save $2400 in the next ' six months if they went to only one meeting a month. Ms. Wheatley said that there was no penalty for canceling coverage with 30 days' notice. The Council agreed to funding coverage for only one meeting a month. Mayor Nicoli suggested rescheduling the remaining items for the next meeting. CITY COUNCIL MEETING MINUTES - NOVEMBER 19, 1996 - PAGE 14 f t 7. NON AGENDA ITEMS } 8. EXECUTIVE SESSION: None 9. ADJOURNMENT: 9:50 p.m. Attest: Catherine Wheatley, City Recorder ray City of igard te: 1 17 /C((-D Si i l 1 I CITY COUNCIL MEETING MINUTES - NOVEMBER 19, 1996 - PAGE 15 i s COMMUNITY NEWSPAPERS, INC. b Legal TT 8675 P.O. BOX 370 PHONE (503) 684-0360 Notice BEAVERTON, OREGON 97075 h C E l v ti Legal Notice Advertising .City of Tigard I. 1 j4 t{j • ❑ Tearshaet Notice 13125 SW Hall B1vd.liy UI. IGAr[> •Tigard,Oregon 97223 • ❑ Duplicate Affidavit .Accounts Payable • AFFIDAVIT OF PUBLICATION 3+ % STATE OF OREGON, ) ; s COUNTY OF WASHINGTON, )ss. ; I, Kathy Snyd r L ? being first duly sworn, depose and say that 1 am the Advertising k . Director, or his principal clerk, of the~gard-Tual at; n Times a newspaper of general circulation as defined in ORS 193.010 and 193.020; published at Tigard in the aforesaid county and state; that the City Council Workshop MP at;nq a printed copy of which is hereto annexed, was published in the entire issue of said newspaper for QNR successive and consecutive in the following issues: November 14,1996 r Subscribed and sworn t e ore me thisl 4th clay of Nair mber OFF. ;i4L SEAL j e r r - ROE,'i A. EU2,GESS Nota =l-is for Ore on N07A' -OREGON 1 g . iL- CGt.;h 024552 cS MiY16,199? My Commission Expires: AFFIDAVIT The following meeting highlights are published for your information. Full agendas may be obtained from the City Recorder, 13125 S.W. Hall Boulevard, Tigard, Oregon 97223, or by calling 639-4171. CITY COUNCIL WORKSHOP MEETING November 19, 1996 - 6:30 P.M. TIGARD CITY HALL-TOWN HALL 13125 S.W. HALL BOULEVARD, TIGARD, OREGON Workshop Meeting Topics: > Citizen Involvement Teams (CIT) Communications > Update: Metro 2040 > Joint Meeting with Library Board > Executive Session: The Tigard City Council may go into Executive Session under the provisions of ORS 192.660 (1) (d(e), & (h) to discuss labor relations, real property transactions, current and pend- ing litigation issues. TT8675 - Publish November 14, 1996. ~Lj f . a 711 Fram r & ewo.rK` Utl Metro 2040 Ftainemork Update Fn11 1996fiVinter 1997 fk, Th~tefinentg;w Metro Council Accepts functtoal plan ' = Q A F -3 Growth Management ' 3 ~ h} I t t~ } ~t.~ ~~.s ~ ~ ~f Functional flan s :iva6311t ta..cl Giving Local Governments the Tools for Building 2040 y , f .y o build a quality :Metro likes to say, "We'll 4iit~y k structure, a have 75 more people here r t'} iroiat carpenter must have the By 2017, Metro b} dinnertime than we had v ' ~g~ X rr i right tools. 'Io maintain a at breakfast." 13y 2017, we la f t4 ~ livable community while expects 497,000 expect 497,000 more ~r1 accontntodating growth, people to live here. local governments also mom people to need the right tools. The functional plan is ~sr e Instead of hammers, saws live here. the result of many months de t i3 + and drills, cities and of Nletro working closely counties will have with its local government `Y F 4. r J~'at~ performance measures, partners and the public. t specific regulations and housing and The Metro Policy Advisory Commit- ? eniplot•ntent targets. The Metro tee (e\IPAQ, a committee of elected F t ar a rf Council has accepted, pending review officials and citizens from throughout t~ rt$I~C~I11gaL~}YI~ 4 of the legal and technical aspects, a set the region, has been an important of local government "planning tools" partner in helping Metro meet growth t 1t h ~ t } ; in the form of the Urban Growth issues head-on, rather than waiting Y o r .a r e i t Aianagement Functional Plan. The until the growth occurs and then R ( ~s~ council is scheduled to formally adopt taking action. Local leaders are Regional s+` ~f the plan in mid-November. working with their citizens to begin ;e Transportatlonplan j da implementing local changes now, wwhile 1 tt F ! There is a pressing need for such Metro continues its regional, long- + Upd~t tC f r tic t planning tools, given the combination range growth plan, called the Regional 9 of explosive growth and the regions Framework Plan. £ °ttr i~ +x '-I; continued commitment to quality of tr to J. pair S(.tt~ life. •Ibday there are about 131,000 The functional plan is the first re- p X tY } 4;t more people living in the three-county gTonal planning tool that has behind it ^ +F{l,eria. y,Fet try f,r1e Ll y4,ay tip n I~yA +l region than there were five years ago. the force of lout'. It will require local th p1' ~tt E tit s }t 3b< \ s That rate of growth equates to i i t 1 r 1 ~t,A \ t 1 ° r ; j ! additional people ewerw dav. Or, as continued of nest page i d~ 1 t1 P'l ~ a @ a" f acv . tz~VFall 1996NVinter 1997 -2040 Framework Plan a L . I governments to change some of their Managing future retail ordinances to address specific issues. store locations s MPAC cnrefulh rcticsvcd and refined By carefully controlling the location of the functional plan during the past lS nest "big box" retail businesses, retail METRO months. In a strung show of support investment will be encouraged in for the document, .Vi PAC voted existing centers, rather than in areas Metro is the directly elected regional gnr- unanimously to forn'ard the functional that are set aside for industrial and _ ernment thatservcs more than 1.3 million ham to the ,Victro Council for ado p residents in Clackamas, Multnomah and 1 1 ' other cmplot'ment uses not adequately Washingron counties and the 24 cities in tion. scn-ed by transit or that have strong the Portland metropolitan area. transportation systems. Retail uses Metro is responsible for growth inanagc- I itc urban 4rotyth Alanagcmcnt generate three to four tunes the traffic ment, transportation and land-use plan- Functional Plan creates land-use tools Pcr employer. ning; solid waste management; operation to achieve the following goals: of the Metro Washington Park Loo; re- gional parks and greenspaces programs; "Big boxes" arc retail stores with inure and technical services to local governments. Allowing more efficient f Through the Metropolitan Exposition- than 60,000 square tact of retail space, Recreation Commission, Metro manages development of land usually with a very large parking lat. thcOreyonCument onCentcr,CivicSta- i?fficient development of land will Under the functional plan, big boxes firm, the Portland Center for the Per- forming Arts and the Expo Center. be established by population and 1oh will continue to serve a vital role in the t growth targets for each jurisdiction region but likely will be located more Metro is governed by an executive officer, based on vacant land and redevelop- convenienth', with other nearby uses. elected rettionwidc, and it seven-member council elected by districts. MetroAsohas anent opportunities within its borders. an auditor who is elected regiontvide. Vacant land close to transit corridors Keeping roads accessable For more information about Metro or to such as light-rail lines offers the best In keeping with the Regional 'frans- scheduleaspeskerforacommunit},group, opportunity to build compact lieu, purtation plan, ,Metro and the local i call 797-1510 (public affairs) or 797-1540 cotnntunities with housing (council). and retail. jurisdictions will work to ensure that r regional roads continue to serve both For more information about job opportu- Reducing parking in future freight and auto trips in a way that nities at Metro, call 797-1777. developments avoids unacceptable IC%'CIS of coagcs- Metro's web site. Increased efficiency of lands used tion. Street design and traffic perfor- http://%-w%v.mulmoinah.lib.or.us/metro in contnhercial (fc%-' elopilient and a malice standards will be put into place Executive Officer reduction of the required amount of to meet the entire range of transporta- Alike Burton parking also match Aletros growth tion needs - front industrial freight t Council t»anagentent goals. parking; will be and high-speed throughways to i reduced primarily in areas where pedestrian-friend)y boulevards and Presiding Officer frequent transit scnicc is provided, attractive choices for traveling by:t 1 District 3 pedestrian on Kviseul accessibility is good and means other than a car. j land-use patterns encourage more l 1 Deputy Presiding Officer nvalkhh„ biking, transit and other non- Creating affordable housing District 4 ;auto trips. Metro also is working with 'lia promote housing affordability I Susan McLain I business and neighborhood groups to Uetro will encourage public and District 1 encourage more innovative approaches private ventures to build an adequate Ruth McFarland 1 to meeting parking needs, such as supply of affordable housing and District 2 shared parking. reduce the regulatory barriers for Don Atnrissene manufactured housing parks. District s Protecting stream corridors Ed \tiashington Protecting streams is a priority. Vacant Checking the progress District 6 lands inmhediatch adjacent to streams of implementation a Roca Monroe nattst be protected to reduce flooding 'lit nnonitor the progress of the region's District 7 hazards to people and propene, and counties and cities in implementing ' Patricia,\1cCaig allow monitoring of water quality and the functional plan, Metro will estab- Auditor consenatiun of fish and wildlife lish performance measures. ['hest habitat. i Alex s Uou, CP.-1 performance measures will allow Z 2040 Framework Plan -Fall 1996/ Winter 1997 t o G, Alert and its local partners a chance to examine on a regular basis how well, or hots poorh•, growth tuanagemcnt Metro and partners agree plans are being implemented and on "livability targets" ("~kc c•orrcc•titc action as needed," said ? :Metro F-xeCLnive Officer -like Burton, who dcv-doped the idea of the perfor- Alost important in managing the region's growth is efficient use of land ntonce measures. While there are some inside the urban growth boundary. Metro and the local cities and counties i differences of opinion on specific have agreed on "livability targets" for housing and new jobs during the next segments of the functional plan, the 20 years. Every jurisdiction is helping to prevent sprawl and preserve farm council recognizes the need to mote and forest land b}, designing compact communities and absorbing its share forward on this plan, particularly on of growth efficiently. This team effort has resulted in the capacity for many parking and "big box" retail. households and jobs to be located within the current UGl3. These targets occur i gradually over a 20-year period or longer as the region grows. Next steps After adoption of the functional plan, the next policy decision facing the Livability targets for households and employment approved as Alctro Council will he to idemih Title 1 of the Urban Growth Management Functional Plan t urban reserves and discuss whether to expand the urban growth boundary. Dwelling Unit Job Urban rCSCrVCS, required by state law, Jurisdiction Capacity Capacity are areas just outside the current urb;u, 1 growth boundary that may be brought Beaverton 15,021 25,122 into the UGB at some point in the 1 future to accommodate growth.'1'he Cornelius 1,019............................ 2,812 j ,letro Council expects to receive Durham .........................................262......................................... 498 Fairview ......................................2,921 5,689 considerable citizen input at public Forest Grove 2,873...................................... 5,488 ~ llearings scheduled for November. _ Gladstone 600...................................... 1,530 II schedule of meetings can be found i Gresham 1G,817.................................... 23,753 on the back page. 5 Hippy ValIcy 2,030.......".............................. 1,767 Hillsboro 14,812............................ 58,247 t, The functional plan represents all important step Johnson City 168......................................... 180 toward completion p King Cirv 182......................................... 241 of the Regional Franu vork Plan, E Lake Oswego 3,353..................................... 8,179 required by •lletros voter-approved iklaywood Park ................................27............................................. 5 charter to be adopted he Dec. 3 1, AIihtaukic 3,>14......................................7,478 t 1997. The public will be invited i Oregon City 6,157...................................... 8,185 to ear comments on the Regional Portland 70,704.................................. 158,503 i Framework Plan early next ccar. River Grove (15)........................................... 41 t Sherwood 5,010...................................... 8,156 If the provisions of the I'll ,ctionaI plan Tigard 6,073 14,901 represent the carpenter's tools, the Troutdale 3,78) 5,570 Regional Prametrork Plan is equir,, "Iualatin 3,635 9,794 lent to the carpenters contplec tool 114 box. The Regional Framework Plan West Linn 2,577.......... _ r Wilsonville 4,425 15,030 - will glee local goccrnmcnts ;t compre l-Vood Aillage ................................423......................................... 736 henske resource on all issues rchucd Clackamas County 19,530 42,685 i to growth managcn,cnt" Multnomah County 3,089 2,381 t For more in/brirrrrtiun rnrmr t for Washington County 54,999.................................... 52,578 i .1 /ran Gros. th .1larrageon•rrt Set : ices ..,h•partnnvn at 797-1502. nil! the Total 243,993 461,633 i otliue at 797-1SSS or sead e-mail to 2040@11icti-nalst. or its. I t i Fall 1996/Winter 1997 - 2040 Framework Plan 3 r _ r Citizens Participate in Planning and Building Green Infrastructure ' budget for the Regional Parks and < y' A Ild-acre Grcenspaces Department. i e accedT pol„t to the Tialatin Conunittee members have oppornuti- River in the tics to get involved with a variety Srbo!!c of park-related public involvement "011/11111 it), i„ meetings, cone n miry events and li4rshn{gtou activities. "Volunteering to serve on Count), includes the committee has been a great tvay to ; a portion of he directly involved in the future of Baker Creek our parks and grecnspaces," said Bob and the historic site oflhe first :Akers, committee chairman. C mill in the area. People also can get involved in the n important key to this region's plan identifies 57 regionally significant development of toaster plans for new future livability is staving green natural areas and 34 trail and green%% or existing park f;tcilitics.:1s new open while we grow. Using land more corridors for protection. They include space is acquired, an extensive plan assure could result in the loss of forests, meadows, ttctlands, lakes and ring cftitrt will be ncecssaty to assure f natural and open spaces if we aren't streams interconnected by more than natural resources are protected and appropriate public uses identified. careful. But Metro and its local 350 miles of trail and greenwa% partners have taken, and dill continue corridors. Opportunities for involvement include nsmbership on a project advisory to take, important steps to make sure ? conunittec, attending public work- , both natural and urban settings co- Opportunity to Get Involved shun con pIctin g surveys and Sol The effectively. The Metro Regional parks and ring written con cents and oral Grcenspaces Advisory Committee is testimony on the master plan to the A Legacy of Public made up of citizens who participate Metro Council Involvement in parks and open spaces planning and Metro's' Regional Urban Growth operation. The conunince reviews, i1 1 I inning is currently under way for Coals and Objectives (RUGGOs) connnents and makes reconunenda Oxbow Regional Park in the Sandy idlentifj, the importance of providing tions to the Metro executive officer i River Gorge and I lowell Territorial and council Oil the a policies, plans, reasonable access to nature and an 1 I Park on Sauvie Island. The Ilowell establishing a regional system of parks, programs and the proposed annual ' natural areas, trails and grecnvays to support fish and %vildlife populations. 7!'n arres in Over the years, citizens in the region it residential have participated in many, ways to area of e y u t assure that the Portland metropolitan s0ath7"Ct area has a strong green infrastructure. Portland }a`' 7.111 provide ; Citizens, local govenunents, husinesses protectlar to and other or ganizations worked fiyor, Creek. countless hours to establish a Metro- r:birh runs throtigh the politan Grcenspaces Master Plan, site. i creating a cooperative regional system y of parks, natural areas, open space, Ili i I trails and grecno•avs for wildlife and people. Adopted in 1992, the master I 4 2040 Framework Plan - Fall 1996/ Winter 1997 4 i A E `~r 1 'lirritorial park Master plan, due to be released this fall, reconunends tiucilit t " :in(] program improvements dcsilmcd 7 ~r increase public enjoyment of the f 's ( jerk's natural, recreational and cultural r values while maintaining the pastoral quality of the historic farm. ~f e In CGnkamas The Oxbow Regional Park Master County. 374 Plan, scheduled for release this reinter, acres in the Clear will identify both immediate and Creek Canyon future facility inuproventents and drvinnge include recreational and educational opportu- rrc(-side riparian areas, nitics while preserving the park's open nn'adOWS and natural habitat. oreet'd lands. Successtil]'v providing an adequate system of parks, open space, natural areas, trails and greemeays as the Metro Aeq u i res metropolitan region grows requires the continued interest and involve- 1,158 Acres of Open Spaces ment of local governments, businesses and citizens. In May 1995, voters of the region approved a 5135.6 million bond measure to acquire important open spaces identified in the Metropolitan For wore infornutiorr cluster regional Greenspaecs Master Plan. The funds will be used to acquire more than parks and grrc»sjrrrce:c. , olrnrtrer 6,000 acres of natural open spaces in 14 regional target areas, in addition opportunities or to rereire it cmpr of'Metra _ -cirre»Srcne, ad/.lletro Reginnrr/ Para to about FO miles of trail and grcemvay corridors. ,end Greenspacesat (503) 797- IS 50. So far about 1,158 acres of open spaces have been acquired regionwide with r\letro's Open Spaces, Parks and Streams bond measure funds. The Peninsula Crosviug 7i-ail vrill connect Specifically, Metro has acquired the following acreage in the following ~ the 11711amette• and Coluunbia river, i» bond measure target areas: North Portland. Public a•urkashops .rill be ~ sebedulerl soon fir design alternali, ev for the trail, the on/), capital prrjrrt Jnndrd Clear Creek Canyon - 374 acres (two contiguous parcels) with bond ura»icc Fanno Creek Greenway - 2 acres (one parcel) Forest Park - 122 acres (three separate parcels) Marquam Roods/Terwilliger Boulevard - 19 acres (one parcel) Newell Creek Canyon (near Oregon Citv) - 65 acres 1 (three contiguous parcels) Sandy River Gorge - 349 acres (three separate parcels) Tualatin River Access - 114 acres (one parcel) Tryon Creek Linkages - 24 acres (three separate parcels) Willamette River Greenway -Willamette Cove - 27 acres (one parcel) Jenne Butte - 19 acres (one parcel) Gales Creek (in Forest Grove) - 43 acres (one parcel) Total acres acquired as of Sept. 23, 1996 = approximately 1,158 acres For morn detailed iufonuation on ;11etr•o's open spares acquisitions, or to request ` - infonnrrtion, ar!! .werro's open spats hotline, 797-1919. Fall 1996M/inter 1997 - 2040 Framework Plan 5 I L u e Metro Awards Innovative Clean Water Projects nudt;-disciplinan panel of Metro South Station by t CSF Treatment Systems/ judges has selected winning entries in a Four-county storinwater W&H Pacific design competition. The program, Metro South Station procuscs about i sponsored by Jlctro and a coalition of 370,000 tons of solid waste ever public and private partners, is part of a year. Add to this equation truck traffic regional effort to address stonmwater pollutants, liquids draining front waste I management and natural resource trucks, and st rnawatcr runoff travel- protection issues. "These issues play an ing dozen a 300-toot-long s,vale ■ important role in keeping the water discharging directly into a retention resources of the region clean as we f f pond and you begin to get a sense of i grow. to6 the challenges faced at ,Metro South. Examples of the award-winning The pond was the focus of irnprove- designs and management practices ntent efforts for the existing treatment Kz>+ _ include: system, with a compost stornncater - e t {y , r~ yr r filter (CSI-) being installed. The CSF Unified Sewerage Agency's ar YY ,~i~ t filters through leaves, a sustainable Water Quality Laboratory by resource, which once were either j " zS burned or disposed of in a landfill. Walker & Macy c,;, r. t F. c, After its use as stornncater alter, the Situated on six acres just above the vF~ leaf compost material can be reused in Jackson Bottom, wetlands, this new i landscaping applications, including j. 31,000-square-foot environmental US:1's inuotrrtive deviSarerrtures 4 testing lab monitors water quality erosion control. dcmnlnyrrrtiou 1,ior:mle:c ((orrground) within the jurisdiction of the USA „/,orb filtrrsnumaatrr rrurq/f front the A catalog of entries from the conpeti in Washington County. A separate n jnn »1 parking lot and rnnftops' toot will be published later this year. It environmental learning center focus- ing on the Jackson Bottom wetlands is will serve as a handbook of innovative significant stornwater run-off issues. development projects that effectiveh. planned for future construction. In addition, the designer of this single- protect and enhance the water quality ements of the lab include ntininuz- tanily residence was required to leave of the region. i disruption to the natural en•iron_ the site in the same pre-development F in' ntent; capturing, re-using an(] exhibit- condition after the job was completed. Co-sponsors of the awards program The solution to these challenges and include the Metro's Growth rManage- ing creative storinwater handling; a restoring degraded areas w 5th indig- the design that garnered the project a uncut Sen ices Department, Unified enous species; and incorporating merit award, included the installation Sewerage Agency of Washington the cit • of Portland Bureau j Cdacation/interpretive features of a 500-gallon holding tank con- Count)" hroughout the site. The laboraton, nected to the rain drain system to of Environmental Services, Clackamas setnes as a showcase for innovative ve collect roofsur County Utilities Department, Clark j face water. Situated at ~ , stornncater management and natural the low end of the property, the water County Surface Water Management resource protection and enhancement. from the tank is pumper] uphill using Department, the Oregon Department gravity pressure to another holding of Environmental Quality, the Natural tank that feeds a drip-irrigation system Resources Conservation Scrvice and I Heritage House by Neil Kelly local conservation districts. Designers, Remodelers and a pop-up lawn sprinkling system. Built within the Street of Dreams The design has received local and national news coverage and is slated to complex on an extreutely steep grade appear a vnation about the Crater resource o r with challenging landsca1ping condi- in 1 lomcandGarden.Vagazinc. %or in/ pr(~ ram, rall the .Metro Grow tb j bons, the I leritagc llousc presented .1lanagenn•nt.Sel.ices Department, V 797-1839. V j . 6 2040 Framework Plan - Fall 1996/ Winter 1997 Main Streets are Popping up all over hances are that the neighbor- hood business areas near you are 3 'I.,ng healthN signs of life, perhaps they're even thriving. "I-hesc areas, typically defined by that classic center n of the small American town, the II Vest Linn:v f "main street," have been prospering Ilillruuette District 7 urts uw represents u in stature contnumities and "popping t 0 up" in the newer communities. It's no trnditiona! tnrriu r accident that these business areas arc sheet revitalized t/.vorrgb n rein ~ eel doing well. Several of \leu•o's most R basic growth management goals artfours on Providing se l i es and best served br successful main streets 9,3 r shopping for the y all over the region. aa,.. { c-. loco! eorutnnni>)" Hie official definition of a main street t is o neighborhood area with opportu- a few of the stain streets, either nets or Belmont Street nities for working, shopping and improved, that have started to flourish Located in Southeast Portland, the living, A strong transportation system recent]: llclmont area has considerable potcn- is a must, with plenty of options for tial as a thriving stain street. Cur- mass transit, driving, bicycling and Martin Luther King Jr. rently, it has all interesting mix of Nvalking. Boulevard compact housing and small shops. This area in Northeast Portland is Pedestrian and transit access is ven, 1 Sonic main streets have been around one of the most rapidly changing main strong, partially because it is built on a since the clays of the horse and buggy. streets in the region. Neighborhood grid layout that followed streetcar lines C)thers have bloomed in response to and business associations, as well as developed at the turn of the centur. nets conununities growing up around a number of regional, state and local An innovative dccclopmcnt occuring the region. Regardless of the character governments, arc working together to on Belmont Street is the conversion of or age of a main street, its fintction is a increase the economic opportunities the Bebnont Dairy building into a mix vital one in helping to prevent sprawly and improve pedestrian accessibility of housing (including affordable in the area. Between 1996 and 1997, housing) and retail. A thriving main street is the result of inure than 500 new housing units will hard work and dedication of business be complete on the boulevard, provid- Willamette District people and residents with the help of ing customers for local businesses and West Linn's historic main street local governments. Following are just revitalizing the tomnnutin'. on 11'ill:nnettc Palls Drive has been around since before Rcst Linn tvas Oregon Gov. ~n/m a city. Recent[}S private developers s Kitzbaher; Mello have refurbished some of the historic F_veauti.e Officer huildings. The resurgence of the main AN". Burton and street is evident from the freshly r e, n Metro Councilor Ee! painted storefronts tcith new offices liirrhiugron tour one and apartments upstairs. nf•tbe• prn%e'<'tv nu AI'll-tilr Luther Kin{g Cornelius ' jr /Toule: and as pru-t of t ' the joint rrdet'elnpment Surrounded by rich farm and forest sl process initiated by land and situated along the Tualatin River, Cornelius calls itself "Oregon's Metro. the state of, Oregon, cite it Port Pantile 'lim-n." This small but grotvint, f Lrud, neighborhood rtsm iotioas and business groups. continued on pu4c l ! Fall 1996/Winter 1997 - 2040 Framework Plan 7 IfV or G-. , y - rp~ s ' J'. - E G - About the ~i Growth Concept Map framework he 12e,imt - 1040 growth concept is a long- range outline for a • what the region will / LJ look like from note i a s until the }'car 3040. The growth concept tt =3 ~ tvas adopted by ordinance in Dccem- .o ~ her 199> by the VctroCounci1. " The grogilt concept ( v`, calls for a more ct urban form, cotttp:t• ~ p-~ particularh along - Par i major transportation ` ` corridors and in t 'L t. areas of new deyel- P 5 opment. The emphasis is un r . - innovative and %%ell- designed housing - types, such as accesson• apartments y l above existing garages and singlc- homily detached r -t i houses on smaller t ' lots. Major nets -y commercial and retail development will be located near Jo J .Q major light-rail and ~ bus corridors. r .v.. The reason the • _ growth concept calls ~r r y fir a more compact t • r 4\~ { , urban form is that the region's popula- r " <;k> tion is growing rapidly. Withom the ff t t;rutcth concept. the region's urban growth boundary would hate to 6c _ 'r < , ~ ad t expanded enor- mously, resulting in simm and reduced i~ _ s Transportation Choices for Our Region , C • r emphasize public transportation and i pedestrian and bicycle travel while r . i ! i t balancing the many transportation » ru t demands of intensely developed areas to avoid unacceptable levels of traffic ry x no;.^nto:.wr Porrland's transit congestion (see accompanying article 1 (d t wadi acmarodates on walking). c a range af. 1 n•anspo,-tatioa Important Choices _ options froar light for the Region rail and base's to - While the ncu• policies provide pedestrians, Gide:c' direction for completing the Regional autos and nwchs. u. Transportation Plan, many important n July 1996, the Metro Council • use the transportation plan to choices remain: i adopted new policies that leverage development envisioned support the 2040 growth concept and in the growth concept How do we balance the sometimes recognize the critical role transports- conflicting goals and objectives tion plays in the continued economic ' ensure that both transportation for each mode of travel to create and land-use benefits are consid- health and livability of our region. a transportation system that meets These policies provide direction for ered when making transportation the needs of the region during the completing a major update of the funding decisions next 20 years? f. Regional Transportation Plan and place a priority on protecting the Flory will we determine if goals ar form the first chapter of the plan. region's natural environment and being met+ i livability The transportation policies were l low will the region comply with developed in cooperation with local the state Transportation Planning The policies contain specific goals and Rule, which requires metropolitan governments, the help of a citizens objectives for all modes of travel in and areas to reduce reliance on the car advisory committee and input from hundreds of citizens who wrote letters, through our region. In addition, they and reduce vehicle miles of travel i testified at public hearings and partici- include new street and road design per capita during the next 20 to 30 concepts that are tailored to the years? pated in surveys. specific needs of each 2040 land use. j For example, concentrated activity • N\ hat are the critical regional I The guiding principles of the policies ~ that must centers, such as the central city and transportation projects are to: be funded within the next five • ~ regional centers, will be sewed by i involve the public in all aspects of boulevards. A boulevard treatment will years? Which projects will be a transportation planning priority for funding in the next 10, 15 or 20 years? Citizens advisory committee meetings • What improvements to the The Regional Transportation Plan Citizens Advisory Committee meets region's public transportation monthly to advise Metro during the process of updating the plan. The system are needed? committee's 21 members live and work throughout the region and bring hat standard for congestion is } a broad range of experiences and views to the committee. The committee needed to meet the mobility meets at 6 p. in the first Tuesday of each month at Metro Regional Center, objectives for the region? What i 600 \E Grand Ave., Portland. All meetings are open to the public and can we afford: t i include an opportunity for public testimony. For more information, call i (503) 797-1900 or TDD (503) 797-1804. I low should we invest limited j transportation dollars to meet ooh/ i , goals? 10 2040 Framework Plan - Fall 1996/ Winter 1997 i 2040-Style Developments Help Build Community New housing construction is happening throughout the region - much of it giving an emphatic nod to the dual cun- sunter demand for using land efficicntlY and creating "good density" through innovative, quality design. Many recent 1 housing projects in the metropolitan area cxcmplifj, the kind of development that strengthen our ctnnnnmities and help y than thrive in the face of increased population growth. 13y challenging developers to build structures that support regional growth plans, the region is witnessing examples of innivative new projects that twill help protect our livability f and that are appealing to ntam consumers. Some recent community-building projects and their developers include: a i ~ Centerpoint TT \76rant new corntmtnitics are 111!~I planned all along the Westside j V light-rail transit route. When trains begin service in 1995, new homes, t i I apartments, offices and shopping centers will be poised to take advan- u ~ ? tags of this convenient new transpor- 1Ir~4 rt tatiun o riot. One conununitt'. - r. t Ccntcrpoint, is already occupied. Part of a larger planned devcloptncnt, Ccntcrpoint offers nearly 300 1'1 I`I I i aparunents within a few minutes talk of the Beaverton Crock Station near - ! Murray Boulevard and Alilkcn \\at in Beaverton. Gnytloyces of the many nearby high-tech companies twill he able to walk or bike to work. j l , t Ladd's Addition Bungarows area fitr innovative redevelopment of them "bungarotws" because they are f I listoric Ladd's Addition is it neigh- a 10,(10(1-square-fitot lit that had rowhuuscs with a design reminiscent ' borhood very close to downtown onlt• one house on it - abandoned of old-style bungalows. \\atson's project had to pass neighborhood Portland that enhances ctnnnnutity since a fire in the 1970s. through design. It was developed in association :utd historic design review the early 1900s with radial streets, Nanette Watson of Willamette \iIHey approval. The development will have circular rose gardens and alleyways Development proposed building a Alevwavs behind the rowhuuses in behind the houses. It is the perfect four-tnvnhouse project. She labeled keeping with the rest of the neigh- borhood. 'Em of the units will have acccssort• studios over the garage for ® - a total of six dwelling toots. The j - - - project has been very well received, with must of the units sold during - - construction. The bungarotvs illustrate hotw infill can be sensitive to the style and character of a neighbor- , - - - bond. ! Fall 1996MJinter 1997 - 2040 Framework Plan 9 Gresham Central Apartments \~I< Some residents of this netw develop- nett near downtown Gresham literally can step out their front door ^ ? and catch the MAX train. Gresham i has encouraged higher efficiency ' m residential development as part of an y o effort to revitalize its central business district and take advantage of the t convenience of light rail. The project _ offers 90 units attractively positioned ~w n'I it along a pedestrian promenade. The 7 = ? units are quickly tilling up. Renters will have 900 to 1,200-st tia re- foot living spaces in a townhouse-style L layout. Within a few blocks arc i stores, senices and restaurants on k.. V i S 3v s s t„~ z K~ a i J, Gresham's main street. Alain City park and an entrance to the . jrtfl t Springwater Corridor recreational 1 1 a • • • trail are also just a short distance { away. tiyr'h I i Lloyd Center Apartments + An exceptional example of an efficient, mixed-use development can 6c found , I at Northeast \lcidlcr and I 5th Street in Portland. •1'hc newly completed Lloyd Center Apartments will offer 200 residential apartments and 12,600 r~ 9 D ! square feet of retail space on only two acres. The location will provide tre- mendous convenience for its residents. Math just a short walk, residents will " `II, 161 find transit service, shopping and entertainment. The Lloyd Center Apart- ments exemplify the 2040 growth concepts goal of providing housing near ! jobs, services and shopping. v '-at ' i lJntd L•ruler. Ipnrrtnentr, Shn:: n he)-e n der construction, - i are a grrat addition to the Lloyd Uirttir7/13rnad::rry ronnnnnih'• " - i J Ibsc• a c hotc to best serge the region's 0 1 O+: growing population during the nest 30 teat:a, .Metro trill look at it range Walking ~-+,of transportation system alternatives, ` }ach of which trill test a different combination of transportation modes. e One set of:dtentatives will examine It Purtland's No. I pedestrian > the effects of varying levels of invest- attraction. Pioneer y ntent in the public transportation ' CowYhouse .tiquare, bas z ide shh-u-1114-e oriented a system and pedestrian access to transit, combined with moderate levels of to transit, curb extensions, y inccstncnt in ruadtcay improtcnunts ` bigv/e pm•kio{q and for autos, trucks and bicvcles. Another eruteuitie:c.wel as benches, - driukieg /6utmtitu, street e set will look at carting levels of _ j investnient in roadway iulpi-mements tars and planters. r combined with a inoderate level of inccsuncnt in public transportation. alking is the most basic limn improving; walkway connections to ~ of transportation. It links its to bus stops and rail stations our cars, bicycles, buses and light rail. A travel forecasting model that encouraging those tvho walk, bike 1 Everyone is a pedestrian, including predicts travel patterns will allots its and drive to share the road safely i those using wheelchairs and other j to look at how each alternative would mobility assistance. \litlking can be i. . affect transit ridership, traffic congcs- the quickest tray to accomplish short The next step in the Regional "I~ans- tion, access to jobs, nu ecnt1°t of trips in urban areas, your neighbor- portation Plan update is to identity goods and many other factors. Next bond or near your place of truck. and prioiritize needed pedestrian j spring, Aletro will release a report that improvements based on their ability cvaluatcs the alternative scenarios' Lest April, citizens who participated in to meet these goals. For more infi)r- a survey at Aletro open houses ranked station, troll Aletros transportation 'lime opinions and input will be needed adding pedestrian facilities as one of hotline, (503) 797-1900 or "1•D13 to choose it preferred alternativc• the most important strategics for (503) 797-1804. iutproying transportation in our region. Hove to Get Involved N) be involved, yon can: Did you know? Walking is a key clement of the • have your name added to our • Approximately 9 percent of all policies adopted by the Alctro Council mailing list to receive notices, as part of the Regional Transportation trips made in the region are reports and other mailings Plan accomplished by walking. uUpdate. The policies call for • attend public meetings and development )fit regional pedestrian • R alking accounts for more workshops system including sidewalk., multi- trips in the region than bicycles purpose paths, pedestrian districts; bus and transit combined. • provide testimony at citizens advisory c•ontniatce meetings and shelters, street crossings and fighting; Walking trips in neighborhoods j public hearings benches, landscaping and aide plant- with pedestrian-friendly ng snips. atmospheres have reached • rctieu and comment on staff or almost 30 percent of total trips citizens advisors conunittec Fricouraging %alking and ing )roving made by the residents. rcconunendations 1 access to public transportation are i primary' goals of the regional pedes_ ' While most walking trips arc trian system. Additional goals include: relatively short trips, the next designing conununities so walking alternative for many' of those Metro transportation is con same trips would be by auto- hotline, (503) 797-1900 convenient mobile, which impacts the Call for erecting tines, to request implementing projects that are traffic levels on our roads. infonuation or to adel your nano' likely to increase n alking to our transportation trailing lists. Fall 1996/Winter 1997 - 2040 Framework Plan 11 / Relief for Traffic Congestion Under Study chosen by the Federal I iighway A 15-member independent task force Traffic Administration to consider the possi- of conununity and business leaders ha bilitics of peak period pricing incen- been appointed by the Metro Council lives to reduce congestion. The to oversee the study. ']'ask force ` t.._ ; i purpose of the two-year study jointly members are providing a broad-based Options Study sponsored by Metro and the Oregon perspective to ensure a thoughtful and Department of Transportation is to thorough analysis of all the issues. At determine if peak period pricing can the conclusion of the study, the task hroughout the 2040 process, be an effective tool to relieve traffic force will make recommendations to Metro has heard repeatedly that congestion in the region. the Metro Council and the Oregon traffic congestion is a major concern Transportation Commission about for citizens of the region. Being able Peak period pricing is a way to charge whether an appropriate peak period j to get to work, to services, to shopping drivers a variable fee, which is higher pricing demonstration project should ( and to recreational destinations in a during congested periods, allowing he developed and tested within the l R relatively short time is a key livability, some drivers to choose to take alter- Portland area. issue. According]%" Metro has made nate routes or other modes of trans- accessibility for the regional transpor- portation. The comprehensive study Our initial public research indicates ! tation system a priority in its 2040 will evaluate the benefits, costs, and that people in the region are con- i planning. social and environmental effects of corned about traffic congestion and a broad range of peak period pricing want something done about it. They :Metro also is examining another options. Aletro will provide information recognize the need to use existing possible remedy to traffic congestion and seek comments from the public roadways more efficiently. They also in a']rafftc Relief Options Study. through a series of public open houses, are more likely to support peak period _ f The Portland area is one of nine cities workshops, meetings and focus groups. pricing to reduce traffic congestion Natural Hazard Planning , Playing a Role in Growth Management I i 3s Nlctro continues to develop understand and use the hazard maps power, gas, telecommunications, etc.) plans for how the region will generated by Nictro and the Oregon and key facilities (such as fire stations, grow during the next 50 years, we also Department of Geology and Mineral medical services, facilities storing 4 i have to consider how changes in the Industries. The council will also or using hazardous materials, etc.). } region could affect the region's ability consider incorporating the mitigation Metros geographic information r to prepare for and respond to natural goals and policies described in the system then can be used to identify, the hazards such as earthquakes. In report into the Regional Framework region's vulnerability to the earthquake io' response to this need, Metro has plan. hazards. The hazard mapping will he J created a Natural Hazards Mitigation concluded in early 1997. Program. Since 1992, ,Nletro and the Depart- ment of Geology have worked to- Our knowledge of the impact of In September, the Nlerro Council gether to produce seismic hazard maps other natural hazards including floods, approved time report of the Metro showing areas where the geology is landslides, winter storms, windstorms, ' Advisory Committee for Mitigating more likely to cause damage in an volcanic eruptions, wildfires and 1 Earthquake Damage. The report, earthquake. About 60 percent of the droughts has improved during the entitled Using Earthquake I Lazard region has already been mapped. As course of the earthquake project. A 1 Maps in Land-Use Planning and part of the project, Metro continues survey aimed at identifying current Building Permit Administration, to evaluate buildings for seismic risk, policies, ordinances and adtninistrativeu mvill help state and local governments identif%- vital systenms (such as electric rules or codes for mitigating these j 12 2040 Framework Plan - Fall 1996/ Winter 1997 { i 7 . Commercial Parking Can Use Land Efficientl Too - hen Metro studied how much Another example is patrons of a movie of the region's land is used for theater being able to use the same £ storing cars, researchers found that parking spaces at night that were tilled about 5,300 acres of the three-county earlier in the clay by office workers. region are devoted to commercial yy _ parking. This includes parking lots at Metros study of shared parking will 1 stores and office buildings but floes not result in a model ordinance that local include residential parking for houses cities stay adopt. The model ordinance a or aparunents. is a till-in-the-blank lacy that a cirv can customize with its own specifications - flow much land is 5,300 acres'- and adopt without having to develop Picture Pordantl•s Forest Park and one from scratch. The studv also will j when they have a choice about using Washington Park comhined. 'T'hose result in a handbook that discusses i the program and when revenues are two parks take up 5,100 acres of sonic of the concerns about shared being used to provide a new facility or land. Imagine that whole area covered Parking, both on an individual level transit alternatives. with parked cars! For another visual (business A sharing parking space with comparison, imagine a Parking lot the business T3) and on a district level (the 7o be added to the Traffic Relief Option size of Oregon City. That's a lot of Parking supply and demand of an .curdy mailing list, request hijbrination or ]and for Parking cars, which points to entire shopping district). 3 be•aotijiedofrneetiapv,rrfltbedletro the need to examine how commercial tisaspo-tatioaGotliae, (503)797-1900. Parking can acconunodate the needs of Shared parking provides other benefits } shoppers and use less land. besides allowing more intense use of valuable urban land. By using fewer 1'e Parking surfaces (which don't absorb i Shared parking study water well), we reduce the amount Metro applied for and received a of wastewater runoff that must be j federal transportation grant to study collected and treated. That scans that, shared parking. Shared parking refers in addition to using land more effi- f ! to parking used by more than one type ciently, shared parking also will help 1 hazards was sent to local govertments of activity to make better use of the with the region's water quality and recently. The results of the survey will space.:ln example would be a church supply. shell light on how prepared our region parking lot - vacant much of the week is for natural disasters. - sharing its Parking lot with a nearby office building or grocery store. 1 The Nlctro Council also recently approved the formation of a Natural . r: SV At: Ilhina C•or-ner on i Lazarus Technical Advisory Commit- c ,3 Northeast Martin 1 tee (i IAL'1.k(.) to consider ncasures Luther iii gfIr. i that local governments, businesses and Boulevard, businesses a residents can take to reduce damage rn d the residents of 44 from natural disasters. An announce- rpnrttnents shat just j ntent will be sent out soon soliciting m. 42 parking spaces. { applications for the committee. de j For more info irration, call .Metro It a h Vnprred Hrrnndc .Mitigation Program, X97-1735. a Fall 1996/Winter 1997 - 2040 Framework Plan 13 Interests and Concerns Shared by the Metro Council it the midst of considering the manner in which our region grows. though my fellow councilors' views are Urban Growth Alanagentent It will directly affect how we and our all over the ntap on expansion of the I Functional Plan, several Metro timare generations live and where we UGB, 1 think we will come together i councilors expressed their views on the work. "These are critical decisions for and make a policy that will be tilir and issues at stake and the decision-making our future. In fact, it is possibly one justifiable. process. of the must important set of decisions to be made in Oregon in a generation. Councilor Patricia McCaig Councilor Don Morissette With vour help, this process and this District 7 Dishiet 2 decision will be a sound one for this "I•ltruut;h the 2040 process, I ant ~ The challenges of grotwth require co11t1I1tinitq and our future. conunittcd to protecting this regions f . more than just one-issue positions. wonderful narunal resources and the While the U(:B is easy to defend Deputy Presiding Officer (1uality of life we all et1oy. And the slay fend 1 politically, there are tradeoffs to this Susan McLain to do this is bt• a thoughtful, well- planning ) recess, I popular but narrows approach. I fear Distrct d infornicd 1 i„ that land and housing costs will be Alctro and its regional partners have f ti driven up, hurting people econonti- worked well tugcthcr to define it better l rally and promoting a new kind of process and prothtet for nlanagenlent I-in- infiuvnuion on the council, or to .vet up sprawl by increasing long-distance of the urban growth boundary that a •)peakutg engage)nent, call 747-1540, connnutes front surrounding areas. will earn' the region well into the 2l st ; We are pushing too hard with what century. 1•his body of work will help are otherwise good plans. Balance is provide the opportunity for a vital and the key to the lasting health of the livable place f )r our children and Visit Metro 3040 plan. \1'hile I continue to support grandchildren. on the Web! C a UGB expansion of 5,000 to 10.000 t acres, I still believe in the 2041) growth Councilor Ed Washington 1 and the of usinR r land httpa/www.multnomah.lib.or.us/metro concc1)t an goal District S inure efficiently. It is not a question I and optimistic that the Aletro t of intent, hilt of degree. Councils process will be fair. Even I Presiding Officer Jon Kvistad District 3 Our responsibility, as your regional ' Ao o N gowernmcut, is to ensure that the Vancouver citizens of this region have a say in c... hots and where we as a conununity grow. This Aletro Council will seek a Fork ?e Ley Movie. li OIIC CUI11I11CIt[s front ULLr nelghbOr Forest Grove Cornellus Hillsboro 4 Portia Trou ale Wood It16 I. hoods and canununity so that the 6 4 Village decisions we n)ake folk reflect our ties arson" Gresham romo:• ,h Coomr conunon goals ti)r a safe, afti)r(lable and livable future. It is nn intention ng~ _ Ya°ey c King ~L ? { to develop, Illtpll'Ilal'Ilt :ln<1 facilitate 9 COUrham JohnCo 2 If 1 strong council process to Inakc Nlctro% I Tualatln ItlvergroveWc51 lads one y' o f • . ~ critical land-use and planning d('CI- Sherwood '~os Linn Oregon Clty " lions by Christmas of this year. I.ct \ tale be clear on one thing: e'cryulle in WllsorNVllle S , this region has a t cry rca: stake in the j l 14 2040 Framework Plan - Fall 1996/ Winter 1997 ~r - J t~ Region Gets National Kudos for Our Unique Quality of Life his region has received a considerable amount of nation- The kev to Portland',; success is a regional approach." wide attention during the last two - Rail Street jouraL Dec. 26, 1995 years for its unprecedented approach to planning for future livability. "Nearly 40 percent of downtown employees travel to work on light rail and a Dozens of reporters and hundreds buses in the Pacific Northwest city (Portland area), which is drawing raves of elected officials from around the for its innovative transportation sy sten, and inner-city revitalization As cuuntrv have visited the Portland evidence of its cooperative spirit, the Portland area boasts the countrys „ metropolitan region to find out how only elected metropolitan governing body that covers parts of three a counties." and why .Metro, its citizens and local governments are so successful. - 11iginian-Pilot, Sept. 15, 1996. 1 Icre are just a few recent excerpts "(Aletro's) Region 2040 plan the latest step in a land-use process held from newspaper articles about .Vctro up as a model around the world." - Wisconsin State jou•naljuly 23, 1995. and this region'% enviable quality uflifc. "The city (Portland area) should stand strong for at least the next five or f 1 six years, thanks to careful planning, a diversified economy and up-and- coming industries - Entrepreneur d/ngnsinr, October 1996. (For the second year in a row, the Portland metropolitan area was named best large Main Streets city in the nation for small business). - ' continued from page 7 "Portland, with its long history of sound planning and state growth -•-town, located between I lillsboro managennent, is more open to the new, green approaches than other i nd Purest Grove, is taking steps American regions." to shape its own identity. Working -Appeared around the country by syndicated colulunict :Veal R. Peirce, 1995. with .Metro and a state-funded grant, Cornelius is planning its downtown "'there is a consensus that how the (Portland) region grows should be a main street district to better serve the conimunitydecision, rathcrthin one made largelylj% individual landowners residents and continue to build a or developers." - Richmond Times-Dispatch, Oct. 16. 1994. strong community. i 4 2040 1 1996 ' Time Line mint), Nov. Dec. Jan. Feb. Dec. 4 2040 Ftrnucwork Draft plan Public involvement Adoption Tr auspot7atiou x- Regional transportation plan Public Council 1 involvement decision Fall 1996/Winter 1997 - 2040 Framework Plan 7s Ankh-- - - - ' Metro Council Holds Urban Reserve ~ "Listening Posts" Around Region ~ .1 he Aletro Council will hold a series of "listening post" public "Listening Post" r hearings on urban reserves around the region in mid-November. The public meeting schedule j is encouraged to attend one or more of j these meetings to give feedback on the Thursday, Nov. 14 Tuesday, Nov. 19 C potential urban reserves. 5:30 pan. 5:30 p.m. Gresham Citv I Ial1 Oak Grove Elementary School ) { Urban reserves are the areas just Council chamber 1901 SE Oak Grove Blvd. j outside the current urban growth 1333 NIX' Eastman Parkwav NIihvaukic boundary that may be added into the Gresham UGB to accommodate future growth. Thursrlay, Nov. 21 The decision about how many acres 1Vlouday, Nov. 18 5:30 p.m. are needed in urban reserves and > 30 P•m• A4etro Regional Center where they will be located rests with Richard Brown Auditorium Council Chamber the Aletro Council. The council 8777 SXV Burnham 600 NE Grand Ave preliminarily has designated 23,000 (corner of Southwest I-fall Portland acreas as potential urban reserves. and Burnham) Executive Officer Alike Burton has Tigard recommended 14,000 acres. Only lands within urban reserves are eligible to added into the UGB. The council is scheduled to make a i decision on the amount and location of For more information urban reserves in December 1996. l Based in part on the urban reserve on "listening posts" Or urban reserves, call the policy decision, the council likely will make a decision about whether, and by Metro Council, how much, to expand the urban 797-1540 growth boundary in 1997. i - Bulk Rate U.S. Postage j METRO PAID I Permit # 2025 600 NE Crand :kve. Portland OR Portland, OR 97242-2736 (503) 797-1700 ADDRESS CORRECTION REQUESTED ECRLOT3*C-002 BOB ROHLF TIGARD CITY COUNCIL 13125 SW HALL BLVD TIGARD OR 97223-6195 I Report from the Tigard Public Library Planning Committee a -Zze { i ' i M1 1 J 4' \ . Ma r s. d i World Class Information and Traditional Library Services June 1996 L~ J 1 .4 - ,I l r{ I. >r' a' - r IitiJURD PUBLIC LIBRARY S VIE HALL BLVD' , - }Y'; RR OR p, 9n23 _ a a ?Si, _ 11 `'s'~'~4r<•c,.)1`y~~, 1f.F'7C~2•'.:,:i~ . n, pp } r?3 ;,SFr ll k' 1,~~: _ - - M1r, :;tip 41~N qn~ TO, - C':yv' -Yn - - ter.-., yu~ {,✓xy 7-~ _a:, .~..r yz i~ >;r..:-'~ h'•~ ';~"i ;art?` E • , i 2 rv ~r 1 t r' - .aS , t "1. ~i 1. e a !j TABLE OF CONTENTS I k - introduction 1 2 The Planning Process 2 Figure 1: Basic Services of the Tigard Public Library 3 Figure 2: Major issues identified by Planning Committee .....................................4 ? How Will It Work 5 Planning Cycle Calendar G a 7 Mission Statement.... 8- 14 Goals and Objectives ; Information on Selected Programs and Services 15 t .r t Graphs: 1 G - 19 t. f. Changes in Library Use 16 I Comparison with Neighboring Libraries (FY 94-95) 17 ` i; Comparably Sized Libraries (FY 94-95) 18 ' Comparison of TPL's Annual Attendance to Top Oregon Attractions 19 ti Appendix ..............................20 - 25 i C is F Tigard Public Library Strategic Planning Committee OWN Kathy Davis Sue Plaisance Lorin Holdin Claire Sheldon 1 Nancy Irwin Ken Valiance Angus McKay Phil Yount Introduction j At the beginning of her tenure as Library Director in 1993, Kathy Davis initiated the library's first three-year strategic planning cycle. The purpose of the plan was to identify i the components of Tigard's demographic, economic, and physical character that make our community unique. f These considerations were then blended with the knowledge and expertise of library staff and the ideas of Tigard citizens to create a blueprint for operating the library that addressed current needs and gave direction for attaining future goals. Some of the major accomplishments of the 1993-96 strategic plan are listed here: r A Public service desks (Information, Circulation, and Reference) are now staffed during all a open hours. f ♦ Promotion of library sponsored programs have been improved through the [j development of the "Shelf Life" section in the City of Tigard publication, Cityscape. { } Community Information and Citizen Involvement opportunities are clearly displayed and updated regularly. A Many parts of our materials collection have been updated and reorganized to meet the public's needs. Volunteer program has been expanded to provide a wider variety of opportunities. ` A "Electronic media" has become an integral part of our information and reference services. A New programs have been added, expanding our "book based" events to include topics of interest to adults. f A A Tigard area history collection was established. A full-time Computer Specialist was added to the library staff. 0- r j - - - - - I In addition to providing these and many other enhanced services, the Tigard Public I Library: I • saw a 20.5 percent growth in circulation j • had an 89% increase in visitors I 1 r•; • expanded its service population by 9.3% i The basic services that the library is charged with providing change very little from year to year (Figure 1). However, the actions the library may take to deliver these services change greatly through time. To be sure our actions reflect the current needs of the Tigard community, we periodically update our strategic plan. The report that follows will explain the planning process, state the library's goals and objectives for the next three years, and list some of the ideas that staff has generated for achieving these goals. 1 The Planning Process To begin the process, the Strategic Planning Committee reviewed the 1993-96 plan, noting any objectives that had not been met and decided whether or not to carry them . - . I over into the next cycle. Existing projects and goals were also noted. Staff prepared information on Tigard demographics and library use statistics. This data was compared to statistics from the prior planning process and major changes were noted a and discussed. Following discussion of these findings, issues that were determined to be significant to library service were charted. The committee discussed the impact each issue might have j on the library and what opportunities there may be for a changed or enhanced service. The next major steps included conducting two "focus group" meetings: one with our volunteers and one with staff. (The library has over 200 volunteers from the Tigard area and we value their diverse ideas and feedback!) Responses from these groups were discussed and charted along with the statistical issues (Figure 2). The Strategic Planning Committee related each of these issues to one of the libraries seven basic services and then turned the results over to library staff to craft the information into { goals and objectives. f j : j. 2 c , - - - - - - - - - - L FIGURE I Basic Services of the Tigard Public Library 1. Customer Involvement Identify our customer base and determine their needs: marketing research H. Physical Environment ;r Provide a safe, adequately sized, attractive building Ili. Collection IV. Access to Development Materials A Select materials to Design a system to ASh meet the needs of organize, locate, and ' I the customer base VII. Networking and track library Resource Sharing materials I . Establish connections with a = diverse assortment of { V. Access to individuals and organizations VI. Programs and Information to enhance our ability to Services exchange information and Train staff to provide ideas and strengthen service to our customers Design a variety of customers with the activities and events information they to help customers ' need get additional value from the materials ` . the library provides 3 T7 FIGURE 2 The following is a partial list of "mayor Issues" Identified by the Planning Committee from statistical data and input from focus groups. Perception of library use by the public is low A Customers don't know what we offer A The library is not easily located A Parking is inadequate i. Senior citizen access is difficult due to lack of transportation r A The library is overcrowded in work and public areas during peak use times More children are "in care" (pre-school, daycare) now than 3 years ago A Adults (18-65) are largest customer base L A Tigard's ethnic mix is increasing f ' A User population growing A Square footage of library inadequate for customer base A Technology is changing - daily! A Public wants information on recreational and cultural opportunities A Increasing demand for convenience and personal service A Diversity in user needs increasing ~Y~ A Increasing student population, decrease in school funding/services r F ~Y 1 rfY~ Y,z9 3r { f 4 t How Will k Work? All library staff members participated in generating ideas for how these goals and objectives may be achieved over the three year planning period. Their ideas were ambitious and creative. A sample of their thoughts may be reviewed in the appendix at the back of this document. Every library staff member sets personal goals with his/her supervisor at an annual performance review. Ideas generated through this planning process will serve as a base for setting goals that will be reflective of the organizations priorities and direction. New opportunities may arise and ideas that seem viable now, may lose their relevance through the next three years, but with a Strategic Plan in place the library will be better < able to make decisions that lead towards continuing excellence in public library service for Tigard. L l l I.: S t r Planning. Cycle. Calendar Date Activky Step January 1996 Initiate Planning Process V Select committee members (staff, Library Board, public) 1 V Review and summarize past plan i - v Discuss process overview I~ February 1996 v Staff prepares statistical information on community 2 and library use a v Planning Committee reviews statistics: What's 3 I important? What's going on? March 1996 v Conduct focus group meetings 4 V Staff summarizes focus group information j, ® rr, I V Committee reviews major issues: 5 I How could library address these issues? April 1996 v Staff crafts issues into goals and objectives 6 V Brainstorming on ideas for achieving goals G and objectives S May 1996 v Draft document 7 i,'. . July 1996 v Begin implementation 8 Winter 1998 v Reconvene Planning Committee 9 F i 1 6 t Tigard Public Library Mission Statement We are committed to making Tigard a better place to live by offering all Library users guided access to the ever-expanding spectrum of knowledge, information, and r_a entertainment available to them. World class information and traditional Library services will be presented in a "user friendly" environment that recognizes the diversity of skills, interests, and preferences in the population we serve. All Library employees are dedicated to providing knowledgeable, courteous, and timely service to our customers. - - 1 2r1/A _ ^ d.,o V t c I j I G a I_ { A ;,I I n x s (This page intentionally left blank) 1 t l I i i~ t , { G ` SERVICE: Customer Involvement GOAL 1: Library staff will ensure that all library services, programs, and special events are developed in response to citizen interests and We want lo are promoted, and scheduled at - times and locations best suited 'hear from you to `ach audience. j Objectives: . A To design and implement three additional methods of promoting the library by July 1997. _ II A To involved the public in the development of a library expansion strategy by December 1996. A To actively promote library programs and services targeted for adult I " audiences beginning July 1996. A To develop a comprehensive, descriptive listing of library services for use as a marketing tool by December j 1996. f i i A To utilize a variety of methods (news media, fliers, public speaking, etc.) to emphasize j high-interest subject areas of the library collection as determined by use statistics and questionnaires. A To develop a "Library Use Planning Guide" to provide customers with information on q busy/quiet times by January 1997. } A To meet with area youth-care providers to determine library needs of children and 1 teens in care by June 1997. A To identify groups of one or more percent of the library service area that have special library needs by December 1996. i A To develop and implement a signage plan by December 1997. ~ a L~ - - - - - SERVICE: Physical Environment j GOAL 11: The Library will provide an attractive i and welcoming environment with adequate space allocated for the full spectrum of services expected by users Ji in the Tigard Service area. Objectives: j A To develop a library expansion plan by July 1997. - i A To identify methods of remote service delivery by July 1999. A To arrange for senior citizen transport to the library on a weekly basis by July 1997. A To coordinate all library programs through the City-wide scheduling calendar to ensure j availability of parking beginning July 1996. A To identify staff functions impacted by overcrowding and address through changes in scheduling. A To ensure that all public areas of the library are arranged to be ADA accessible by July 1996. A To select and purchase space efficient display units as available for library materials beginning July 1996. A To implement methods of improving customer access to restrooms by July 1996. i A To identify and post times when Puett Room is available for quiet study beginning July 1996. f 1 L~ 4 SERVICE: Collection Development GOAL 111: Customers will enjoy a wide i variety of relevant library materials that reflect the changing nature of the community. t- Objectives: A To budget funds for the purchase of materials F in subject areas where community interest is high, particularly health, home improvement, computers, travel, gardening, financial planning and history beginning July 1996. A To increase circulation by five percent annually from July 1996 to July 1999. A To emphasize collection development efforts in area of adult fiction and non-fiction materials. I . A To select and purchase additional copies of the most popular materials in all formats. ; . j~ I A To give shelf space to those items that give the collection scope, depth and high-interest, weeding all sections on a regular basis. A To identify storage location to retain valuable items unable - to be held in the library's collection until greater space is available. I. i a j /O '71 SERVICE,: Access to Materials GOAL IV: Tigard Library staff will facilitate use of the library by providing convenient access to a well- i organized, appropriately maintained and relevant materials collection. Objectives: A To coordinate library open hours with patterns of demand for library access by July 1997. i i A To prioritize assignments of staff to Circulation and f Information Desks during peak library use by September 1996. A To create accessible library collections targeted for specific user groups by January 1998. . A To implement use of self-service technology to improve efficiency of customer access to library materials beginning October 1996. A To improve the timeliness of new library materials being available to the public beginning July 1996. ! RRE DUE! MOVIES- 4'Ory b I 'I r7~ SERVICE: Access to information j GOAL V: Library customers will be confident in their ability to obtain the information they need from a highly trained and service-oriented staff. Objectives: • To provide continuing education and skill-building opportunities to all library employees by requiring a minimum of one such class to be taken each year for every 20 hours per week worked. In-house y classes will be offered to all employees. • To provide regularly and conveniently scheduled public training opportunities on the 3 use of automated library equipment. • To ensure that all library staff members responsible for information dissemination are knowledgeable about the location f. and availability of information on popular topics (examples: medical information on CD Rom: books display: gardening home improvement section). F_ I r To prioritize the staffing of the Reference Desk so that the wait for reference assistance does not exceed five minutes. c To provide a level of customer service that ensures every library user will receive r accurate, prompt and courteous assistance. • To assign library staff and volunteers to provide one-on-one customer service where requested or needed. • To serve as a broker of information for recreational, educational, and cultural activities j of interest to our customers by 1997. 12 I ~ j" SERVICE: Programs and Services GOAL VI: Tigard Public Library will offer a rich, exciting variety of programs and services representing community Interests at ! N;. all age levels. r Objectives: 4. • To provide off-site access to library 1. ,c programs for five area care centers by 1998. • To present one free, library-sponsored adult and family program or activity each month beginning 1997. • To identify at least three demographic groups with special library needs and augment ' and publicize library services to meet their needs by July 1999. l • To determine "Top Ten" list of subject interests for adult TPL customers to use as basis for programs by 1997. To ensure that all library and City staff are fully informed about programs and services in order to respond effectively to the public by July 1996. II tq i I i i . /3 ' _ I . e_ \i y" SERVICE: Networking and Resource Sharing f GOAL VII: The Library will enhance its value to the community ;i through networking with ~j other agencies, resource -~Y sharing, information and 4 =E referral, and other J R, cooperative efforts. i Objectives: ,j To use the library's computer system as a public access point to the Information Superhighway. • To cooperatively purchase, with other Washington County Cooperative Library Services libraries, one additional on-line database per year beginning July 1996. To explore the issue of cooperative collection development within the County Cooperative in specific low-demand, non-fiction areas by 1998. " To explore the cooperative use of School District media center personnel as kk additional resources for providing student assistance by July 1997. t' • To develop use of Washington County Inter-Library Information Community Resource database as integral part of Tigard Public Library information service by 1997. y `t f Tigard Public Library, a member of Washington County Coope4aftue Utbmy qekaeeg f . y 14 i. a • Information on Selected Programs and Services_ Storytime and Craft Time: Picture books "come to life" in these fun activity times designed to bring the joy of i reading to your little ones. l Young Adult Round Table: , j Tigard teens meet monthly to help the Young Adult Librarian select the coolest books F and plan the hottest programs for 12-18 year olds. ! Cultural Enrichment Programs: - A wide variety of programs for adults and children featuring music, art, dance, h photography, and more! Adult Reading Contest: "Kids have all the fun" doesn't hold true at Tigard Public Library! Grown-ups have a chance to read great books and win FABULOUS prizes! Interlibrary Loan: If we don't have it, we'll find out who does! Our Interlibrary Loan Specialist will search { „i the world for your books. "Friendly Visitors": Specially trained volunteers bring books and companionship to those unable to visit the library themselves. I Telephone Reference: t Call our professional Reference Librarians anytime during library hours for answers to your questions and referrals to other sources. I Free Internet Access: Three high-speed Internet access stations available by preregistration. ' y 15 r7 _ i Changes in Library use compared to staff and space over last planning period (1993 - 1996) i~ Circulation Staffing (in FTE) 555,000 600,000 " 5so,000 24.0 - d~60 500,000 23.1 450,000 I y ` 400,000 ' t 360,000 22.0 j - " 300,000 ' r r E v 250,000 it ,v f 200,OOD 20.0 + 4 '93 '96 Fe.rrs 20.0 ; 36% Increase 15.0 '93 '9G Library Square Footage 15% Increase s 13,000 > 13,000 ` - 12,500 w, 12,000 Circulation continues to increase faster than space 11,500 or staff resulting in longer lines, less available seating, and a greater challenge for staff to find ` 11,000 space for materials and programs. '93 '9G 11 % Increase k 4 k 16 , • , i MM 0.4 P ~ I Comparisons With Neighboring Libraries (FY 94-95) This information is provided for local interest. Library size varies greatly. Population served: 3 Hillsboro: 59,725 Beaverton: 110,472 I Tualatin: 18,455 Tigard: 47,305 I Circulation per Capita Circulations per square foot Hillsboro Hillsboro' 34 Beaverton 110.8 Beaverton 62 Tualatin 6 Tualatin - 20 Tigard x . 10.33 Tigard 3 0 2 4 6 8 10 12 0 10 20 30 40 50 60 70 (Main Branch On/y) (Main Branch Only) i j Cost Per Circulation Open Flours per Week Hillsboro ' 52.1 Hillsboro ' - 5 Beaverton T.35 Beaverton - 65 75 Tualatin - $.80 Tualatln 40 , Tigard $27 r., 85 Tigard $0.00 $0.50 $1.00 $1.50 $2.00 $2.50 $3.00 $3.50 $4.00 0 10 20 30 40 50 60 70 (Main Branch On/y) i ' (Main Branch Only) I J7 ~~JI a, 'L ~ t t rG t s.'. a 0 'i6ill to I I- oil 2, J- F7 • Comparably Sized Libraries (FY 94-95) Based on Libraries serving a population of 29,000-49,000) Circulations per square foot Reference Transactions per Capita i Spdngfleld 9 Spdngfleld 0.59 Albany 1 Albany 0.79 4 Lake Oswego ; 25 Lake Oswego Tigard 37 Tigard 0.86 t i 0 5 10 15 20 25 30 35 40 0 0.2 0.4 0.6 0.8 1 1.2 1.4 Tigard checks out more items from less space than Tigard will be implementing a new service in FY 96-97 to other similar/y sized libraries. enhance our Reference Librarians'availability. f Cost per Circulation Open Hours per Week ` j t. Springfleld 73 $2.1 Springfleld 44 Albany S 1.4ia• ry~_ h i! y zit. NS . $2.3 Albany J ; } 65 Lake Oswego _ x. $2.30 Lake Oswego 5 .5 Tigard $2.2 Tigard s . ~:•.+w r 65 f $2.05 $2.10 $2.15 $2.20 $2.25 $2.30 $2.35 0 10 20 30 40 50 60 70 4 1 f[ i i i 18 JI, ` .J i~ r~ t 21", , to i. Comparison of TPL's Annual Attendance to top Oregon attractions': F • _ - 110,000 130,000 150,000 170,000 190,000 210,000 - j Tigard Public Library ~gp fy gu, ..7.,~ r r r e~.•~j,~` jri F yr, T~ :i y-,:`5.r`~., _ :Sf?':Y'aa,xs..ra•,.' zF3°..• 210,000 I Enchanted Forest, Salem i 176,332 i , High Desert Museum. Bend ti?yrCtt tai ,`,4,~~ 3 1 rti { 4 c j S n,-/ rr a .1:4;{ t Fi7n. Y a M Y~.ro, 177,245 Wildlife Safari, Winston f~t:it`~r,r 171,933 1 j Oregon Trail Interpretive Center 170,405 4 - - State Capitol 118,568 - i I I S_ Information from the Oregon Economic Development Del-mament 1 -77 - A ® _ r APPENDIX Selected Actlvttles related to Goal 1: i A Library Director will assign one public relations person to coordinate all promotional activities for the library by July 1997. A Public Relations Coordinator will create a team of library staff to develop a comprehensive • promotional/public relations plan by December 1997. A Library Administrators and Professional staff will each "adopt" a Tigard service t organization and develop an alliance between the library and that organization by July 1997. F, A Computer Specialist will put library's Web Page on-line by July 1996 and ensure that it is updated monthly to reflect new library services/programs. A Library staff from several divisions will create an eye-catching, professional brochure describing the variety of services provided by the library by July 1997. A Library Director will work with Maintenance Services and the Highway Department to improve signage both outside the library and on Tigard roads by January 1997. _ A Library Director will identify special populations, using demographics and other F'. information and convey that information to Readers' Services by December 1996. Readers' Services will contact these groups to identify their needs by September 1997. A Readers' Services staff will work with Volunteer Coordinator to improve outreach to the elderly with story hours by December 1997. A Beginning in December 1996, Readers' Services staff will create bibliographies in bookmark format to be used in conjunction with displays featuring high-interest subjects. Displays will be publicized in local media. A Public relations person will investigate using cable access TV by December 1996, to ' feature shows devoted to specific high-interest topics. I: A Children's Librarian will meet with child-care providers individually to determine their needs by December 1997. A Circulation staff will identify peak/slow times in library and collect information from all divisions to produce a library use guide for public by March 1997. All library staff will coordinate library activities with guide to ensure specific quiet times. A Library Director will outline library expansion strategy and bring plan to Library Board for review by October 1996, then inform public of opportunity to participate in expansion f plan by November 1996. 20 1 I A Circulation will develop a flier/bookmark of upcoming adult programs, using information A f provided by Readers' Services, similar to the seasonal storytime flier, beginning in + September 1996. A The Library will use display boards to publicize library events by July 1998. I A Circulation staff will actively promote adult programs through word-of-mouth, costumes I (buttons, hats, etc.), handing out fliers at check-out and initiating other promotional ` activities throughout the library. r Selected Activities Related to Goal 11: u A Library managers will utilize the full 75-hour-per-week time frame for scheduling employees and volunteers who do not interact with the public to help alleviate workroom overcrowding beginning July 1, 1996. A The Library Director will assign staff to obtain pricing information by December 1996, on a .00 modular unit that could house the library staff room and thereby allow the existing staff room to be used for workroom space. A The Library Director will research OLA space recommendations for library materials, staff, and public use rooms and provide that information to the building expansion team by September 1996. A Library restrooms will be changed to "unisex" facilities beginning July 1, 1996. A Library staff will work with other City staff to include parking needs as a consideration for scheduling programs and events in City buildings beginning July 1, 1996. ii A Circulation staff will post a weekly calendar of events outside the Puett Room that includes regular quiet study times beginning July 1, 1996.1 j A The Library Director will work with a library expansion team composed of the Library j Board, library and other City staff and the public to develop an expansion plan including j funding options by January 1997. A Library staff will receive training on and promote Dial-Up WILT access, including TeleCirc yq` software, which enables the public to place holds and renew books from home by tl_ December 1996. A Library Administration will explore the impact of telecommuting for some library positions as a means of alleviating overcrowding by December 1997. A A cross-divisional team will be established to identify library materials that could be housed in space-saving display units; to research availability and cost of various units; and ` to make a report to Library Administration by December 1996. I zi F y tj J A Director will bring to City Administration the concept of establishing regularly scheduled bus runs between area senior citizens' facilities and the City of Tigard Civic Center and will take a lead in coordinating this service. t Selected Actlvkles Related to Goal 111: ; A Readers' Services staff will use Tigard Public Library circulation statistics, library collection data and other information sources to determine high-demand subject areas and allocate funds for all formats (books, magazines, fiche, CD Roms, videos, etc.), to these areas during the Readers' Services annual budget meeting in each fiscal year. A So that new materials can be added to the collection in a more timely manner, Technical Services staff will reduce the time between when materials are selected and when they are ordered from vendors from 90 days in Fiscal Year 1996/97 to 30 days in Fiscal Year y' 1998/99. r A Readers' Services staff will experiment with electronic reader's advisory programs as a patron-focused collection development tool by June 1997. A Library Administration and Management staff will encourage WCCLS, through existing committees, to identify storage for "last copy" of a non-circulating book and expand the concept to a county-wide collection of classics or other less frequently used valuable books by June 1997. ® A Youth Services Librarians will research the availability of books on tape for juvenile and Young Adult patrons to increase our collection in this area by December 1996. A At the check-out desk, Circulation staff will ask each patron if they found what they needed. In the case of a negative response, Circulation staff will offer the patron a ' customer comment card to fill out; these comment cards will provide input for collection development by December 1996. A Librarians with responsibility for maintaining a portion of the collection will monitor check- out statistics in that area; for exceptionally popular titles they will purchase multiple 1- J copies; librarians will also monitor inter-library loan titles for their collection responsibility and order accordingly by July 1996. A Readers' Services staff will explore the possibility of a weekly annotated book/video column in Tigard Times. The responsibility for the column would be rotated among I ~i Readers' Services staff members by June 1998. Selected Acttvkles Related to Goal IV: i 22 t - T e.- A Library administrators will analyze WILI circulation statistics and survey information from water bills to determine peak use periods and public demand for open hours by September 1996. A Library Administrators and Supervisors will develop new staffing schedule by January 1997, to ensure that library has adequate staffing to cover any changes in open hours and 64 peak use times. 04, A Circulation Supervisors will survey Information Desk volunteers and staff to determine peak times by December 1996, and work with Volunteer Coordinator to train more volunteers to cover peak use times on Information Desk. A Circulation Manager and Supervisors will assess how self-check out machine can best be used to minimize impact on other circulation functions during peak use times by March 1 1997. A Readers' Services staff will create four bibliographies per year on highly popular subjects, as well as update older bibliographies beginning in September 1996. A Readers' Services staff will work with volunteers to develop special rotating collections to meet special users' needs to sites outside the library by January 1998. A Readers' Services will actively involve Technical Services when developing or eliminating new library collections beginning in July 1996. A Technical Services staff will outsource, delegate, shorten or eliminate processes impeding their success of reaching stated performance measures by July, 1997. .1 Selected A.ctlvltles Related to Goal V: A Computer Specialist will survey library staff on their technology training needs and design j in-house training program beginning July 1996.r+ A Readers' Services staff will prioritize their travel and training requests to include the option a, that each librarian has the opportunity to attend one college course per year. Selected t ' regional and local conferences will receive equal consideration. ~ t A Library Administration will facilitate the provision of in-depth information technology training for the public using a combination of staff and/or contractual instruction by • December 1996. A Readers' Services staff will develop a new library map and an informational bulletin board for library programs, activities, and new displays by January 1997. A Readers' Services librarians will double staff the Reference Desk during peak usage hours while monitoring seasonal changes by July 1997. 23 1 A Readers' Services librarians will research and consider four distinct reference service models in an effort to customize better service to Tigard Library patrons by July 1998. A Each year librarians will do two self-evaluations on the service component of their performance beginning Fiscal Year 1996/97. A Librarians not directly assigned to public service desks will assist patrons at the Reference Desk whenever it is needed, beginning July 1996. i A Assigned Circulation staff will act as library guides throughout the library by providing directional information and basic assistance beginning June 1996. >4 t i A Circulation staff will provide regularly scheduled training sessions to the public on the self y check-out machine the month after its installation. A Circulation staff will work with Readers' Services to develop a master list of all sign-up and information sheets (and their location in the library) to compile a resource notebook for desk staff by July 1997. A Volunteer Coordinator will identify volunteers who can collect, organize, and input Tigard's information into "WILI" system's Community Resource database by December 1996. M 1.1 elected Activkles Related to Goal VI: S F A Volunteer Coordinator will work with Readers' Services staff to recruit, train, and schedule story readers in at least two senior service centers by December 1997. A Children's Librarian will initiate the provision of "theme bags" to area children's daycare centers by July 1997. A Adult and family program offerings will include at least seven "interest focused" programs, one parenting program and four literature-based programs each year beginning July 1996. f A Adult Librarian will plan and promote at least one ESL program each year beginning July 1996. A Readers' Services staff will use Tigard Public Library circulation statistics, library collection data and other information sources to determine high-demand subject areas and design programs based on this information beginning July 1996. A Circulation staff will distribute library events calendar with first "Weekly Update" of each month to promote programs internally beginning July 1996. i A A Circulation/Readers' Services team will review and select library informational materials for revision to meet the needs of non-English speaking library users by September 1997. i. 24 i S A All library programs and events will be posted to both City and WILI e-mail by the staff member responsible beginning July 1996. A To better utilize staff knowledge, talent, and expertise, all library employees may arrange with their supervisor to assist Readers' Services in developing, preparing, and promoting } library programs beginning July 1996. A Minutes of all divisional meetings will be available to all library employees beginning July 1996. A A cross-divisional team will be created to identify topics for library-use classes that will include information on all library functions. These classes will be presented in a series, 1 twice annually beginning Fiscal Year 1996/97. f j k Selected Activities Related to Goal VII: - 4 A Library staff assigned as liaisons to various community organizations will facilitate making information from those organizations available through the library 's Web Page by December 1997. A Computer Specialist will research, design, and implement means of accessing Community Resource database through the library's Web Page by July 1998. - A Library budget will reflect ongoing support for the maintenance of at least three public access Internet workstations by July 1997. r A Volunteer Coordinator will work with Department Secretary to train volunteers in the use and upkeep of the WILI Community Resource Database beginning July 1996. A All library employees will receive information about and/or training in the use of the r . Community Resource Directory by December 1996. O Computer Specialist and other library employees will offer assistance to other City of Tigard departments in the creation of a City of Tigard Web site that will provide links to a variety of community programs, services. and events, beginning July 1996. e Library Director will initiate discussion with Tigard/Tualatin School District regarding the use of school/public library personnel for developing "teacher packets" by t December 1996. 25 _r:.. Agenda November 19, 1996 w:. I. City of Tigard, Oregon - Response to Measure 47 ♦ Discussion of Five-Year Financial Plan II. Measure 47: Making It Work o Comments on Legal Analysis I j M. Expenditure Review - Consideration of Postponing or Suspending Expenditures I • ~ I a a` sf Z City of Tigard, Oregon i` x,21 Response to Measure f z 47 i xc ~J ? y a x IiiF What We Expect s s q¢ F' Loss of property tax revenue *Loss of WCCLS Library Funds "ZQ Legislature will sort out details on ; i rb allocation of losses and prioritizations of education and public safety f Planning fees and charges may require vote t before 6/30/97. z a Annexation with no tax increase F ~ E °aN ~ a st ._T v . Policy to be Determined r, - By City Council f t - Maintain Five year committment to voters? f Use of operating funds for Capital (ie. f Schram and Police Expansion)? ~y 4 .,k 35 Preserve non fee services (Police, ]Library, Parks)? Ballot measures for future Police Car I replacement and changes in fees and charges? y. 5 VC L L - w w _ -,mom 0 MOMA 77 F Policy to be Determined By City Council (cont) ♦ Ending Fund Balance target? ♦ Non General Fund Expenditures, status of other programs? ♦ Future of Social and Arts Funding? L TIT S' ,air . ,vs mow. . was _4i:.x., ;.a - «r . „ t.,S. w k' .S G y What we are Planning For" I Property Tax Reduction of $2,000,000 f WCCLS Reduction of $230,000 Adoption of 1997/98 budget with reduced expenditures. Continuation of Financial Plan through 2001 at a reduced level. Target General Fund Balance at 2001, $1,500,000. y. x y y L J trategy General ' res In t ex~endl~ s. ~ educe Guf~en • hind Serv1Ce out dlrnlnls and R F nd WWI Gener ~u curfent r al eeze in~ of is vacanG1es. Fundpro~ec General 40 ~10ldpending el. and. trav Reduce tralnln . light of + R.edu • n olicy jn anneXatlo vents, Rev lew P ting reIulxel vo Measure 47 INS ~ s~,rategy Fiscal ear 199119$ ices Budgets by e Reduce Materials and Seri' the Bard. 10% across ~tuTe General Fund ~ o Eliminate all new in the Plan• ect Budget to X100,400 positions ~ geduce General Proj per year. for future police car o V Se Bond PxoCeeds replacement. C Strategy 1997/98 Fiscal Year (font) I z Assume restored WCCLS funding in Year 491999/00. r Fill future general fund vacancies only upon^ . justification. s 7 -77 u.M•% MMOMMIMM Y L / r Impacts of stxategy police due to Se~i~e level 1 ositions yet Will g axe p ~ ands. elimination Of ice dem ' ~reduaed ~ increasing Serv lie In oFaUing ser" the Libxa~ d other General Fun hours?)• alling seri'LCe 1eve1 in F programs. 00000 acts of (con) Imp strategy oReductiin iall Arts ~na~ngby atleast oc s on on 00T to anneXati• 10%. ~ o V ote for tax increase before end of 5th h voters ONeed to approac Vehicles. year for Polio ud et process if lemental B g ♦Use Sapp icture changes. revenue p Impacts of Strategy (cont) ♦ Reduction in facility fund contributions and ~ general maintenance projects. ♦ Park Maintenance limited ability to maintain expanded Cook Park facility. L m Mmood II ~i P R E S T O N G A T E S & E L L I S %r r(I R Vern is 7 , i MEASURE 47: MAKING IT WORK s Novamm 11, 1996 A SPECIAL REPORT OF THE PORTLAND OFFICE OF PRESTON GATES & ELLIS The November 5, 1996 General election is over and the votes are counted. Oregon has a new property tax limitation, and a new requirement that the Oregon legislature fund new requirements c. it places on local governments. I Measure 46, which would have treated people who didn't vote as if they had voted "no," was soundly defeated. This special report focuses on Measure 47, Oregon's new property tax limitation (the "Measure"), which is now Sections I Ig, I Ih, I li and I Ij of Article XI of the Oregon Constitution. This report describes matters that require attention immediately, matters that require attention soon, and matters that require attention before the next general election in 1998. In section 1, below, we describe two issues which may require immediate attention from local goveinmenb to avoid additional, financial hardship. + The Measure "cuts" ad valorem property taxes which are levied for purposes other than paying I bonded indebtedness back to the lesser of (1) 909/0 of those taxes in fiscal year 1995-1996; or (2) 1009/6 of those taxes in fiscal year 1994-1995. The Measure also "caps" future increases in those taxes at three percent per year. The effective date of the measure is December 5, 1996, the cut i applies to property taxes levied in fiscal year 1997-1998, and the cap applies to taxes levied in subsequent fiscal years. The full text of the Measure and the provisions of Article XI, Section I 1 and Section I lb of the Oregon Constitution (Oregon's other two property tax limits) are attached i to this special report as Exhibit A. This special report can be found on the world wide web in "Harvey's Home Page" at http://www.europa.conV-hrvey/. Harvey's Home Page will be focusing on issues that relate to j the Measure; we hope to be updating Harvey's-Home Page regularly, and will try to provide information that is useful to local governments and citizens who are trying to make the Measure work. If you wish to make comments on this special report or Harvey's Home Page using email, 4 please send your comments to Harvey Rogers at hrogers@prestongates.com. 3 Everyone's understanding of the Measure will be evolving as people grow more familiar with its provisions. This report identifies many issues, but some things in this report are almost certainly wrong. As we learn more about the Measure we will revise this report. The revisions will be posted on Harvey's Home Page. f A PARTNERSHIP INCLUDING A PROFESSIONAL CORPORATION A N C H O R A G E C O E U R D A L E N E • L O S A N G E L E S • S E A T T L E • S P O K A N E • T A C O M A • WA S II I N G T O N, D. C. I +200 U.S. BANCORP TOWER III S.W. FIFTH AVE. PORTLAND. OREGON 97204.3683 PHONE: (503) 228.3200 FACSIMILE: (503) 248-9085 ` - . _ ....o.... _ - - - _~__I i TABLE OF CONTENTS PAGE 1. MATTERS REQUIRING IMMEDIATE ATTENTION 1 I.A. REQuEsTrNG THE VOTERS TO APPROVE FEE INCREASES FOR GOODS OR SERVICES WHICH RECEIVED / PROPERTY TAX SUPPORT I I.A. (1) What Subsection (8)(a) Tries to Do 1 IA. (2) When Is a Good or Service Funded with Property Taxes? 2 ! IA. (3) When Do "Shifts," . "Transfers "or "Conversions" Occur? 3 IA.(4) What Kind of Revenue Increases Are Subject to Subsection (8)(a)? 3 1-4. (S) Asking the Voters to Approve Shifts, Transfers and Conversions j 1-4.(6) Now Bad Can It Be? 4 k I.B. DEALING wmt AUTHORIZED Bur UNISSUED BONDS AND OTHER BORRowwos 6 I.B.(1) Voter Approved General Obligation Bonds 6 I.B. (2) Limited Tax Bonds 7 I.B.(3) Full Faith and Credit Obligations 7 I.B. (4) Tax Increment Bonds 8 1.B.(S)CemficatesofParticipation ..............................................................................................................8 1.B.(6) Revenue Bonds 9 I . I.B.(I) Short Term Flnanctngs 9 I.C. Is THE MEASURE CoNsTrnmONAI, AND MIGHT A COURT OVERTURN IT? 9 2. MATTERS REQUIIMG ATTENTION SOON _ 10 ` 2.A. LEGLSIATION DEIERM 41NO THE MEAML.G OF "BONDED INDEBTEDNESS.. 10 . 2.B. WHEN ISAPROPERT'YTAXA"NEw"OR"ADDMONAI.°TAXl ....................................................................I1 ' 2.C. LEGISLATION DETERMINING WHICH LEVIES ARE OUTSIDE THE MEASURE BECAUSE THEY - HAVE ALREADY BEEN APPROVED BY THE VOTERS - - 2.1). LEGISLATION DElERmmo EFFECT OF VOTER APPROVALOFNEW LEVDis ON RF,MADMo TAXES 12 2.E. LEGISLATION AurHoRcaNo LOCAL OPTION INCOME AND SALES TAXEs 12 3. MATTERS REQUIRING ATTENTION BEFORE NOVEMBER OF 1998.........» ..............13 3.A. NEwTAxSYSTEM 13 3.B. PERMIT LOCAL GOVERNMEMS To ACT LmE BuswESSEs AND WORK WITH BUSINESSES 13 - - i j I _ j % MEASuRE 47: MAKING IT WORK ! 1 1. MATTERS REQUIRING verted so as to be wholly or partially paid for j IMMEDIATE ATTENTION. by a fee, assessment, or other charge except The Measure retroactively prohibits certain state income taxes, without prior voter ap- fee and revenue increases. To avoid trouble, proval. If such a shift, transference or con- local governments may need to get voter version of a property tax to a fee, assess- approval of these increases before the begin- ment, or other charge except state income r ring of the next fiscal year. This issue is dis- taxes, occurred without voter approval after cussed in Section I.A, below. June 30, 1995 and prior to the effective date of this Act, for tax year 1997-98 and subse- The Measure prohibits the issuance of cer- quent years, the ad valorem property tax on i tain kinds of bonds without voter approval, if each such property, the owner or user of those bonds are issued after the effective which continues to be subject to such a fee, date of the Measure. The Measure takes assessment, or other charge except state in- effect on December 5, 1996 (the "Effective come taxes, shall be decreased by an addi- j Date"). Local governments may wish to tional amount equal to the portion of the fee, i issue bonds before that date. assessment, or other charge which was for- 1.A. Requesting the Maters to merly paid through property taxes until such Approve Fee Increases for Goods or time as voters approve the fee, assessment, Services Which Received Property or other charge. Tax Support While the thrust of Subsection (8)(a) may be i Subsection (&)(a) of new Article l1g of clear to its authors, Subsection (8)(a) is very Section I I of the Oregon Constitution retro- difficult to interpret technically. Because j actively prohibits fee and revenue increases Subsection (8Xa) is so difficult to interpret, - - " and allows taxpayers to withhold revenue and because the cost of violating Subsection i increases made after June 30, 1995 from the (8Xa) may be substantial, local governments } next year's property taxes. may wish to ask for voter approval for tax and fee increases which occurred after June To eliminate this problem, local governments 30, 1995, even if it is not clear that Subset- : must get voter approval for the increases. tion (8)(a) applies to those increases. We strongly recommend that local govern- ments consider asking for voter approval for LA.(1) What Subsection (8) (a) Tries to Do. these revenue increases or "revenue shifts" The Measure attempts to prevent local gov- before the beginning of the next fiscal year, ernments from raising fees or other revenues to avoid uncertainty about whether citizens to make up the tax losses created by the will withhold payment of property taxes. To Measure. However, its scope may be much do this, local governments should begin broader. crafting ballot measures immediately. Failure The first sentence of Subsection (8)(a) pro- to obtain voter approval could be costly. (See "How Bad Can It Be?" below.) hibits a "shift," "transfer," or a "conversion." This report uses the term "revenue shift" to Subsection (8)(a) of the Measure states: describe any increase in fees, assessments or No government product or service that on or other charges which is prohibited by after June 30, 1995 was wholly or partially Subsection (8)(a). paid for by ad valorem property taxes, shall Subsection (8)(a) applies to "shifts," "trans- . i be shifted, transferred, or otherwise con- fers," or "conversions" which occur after i i I SPECIAL REPORT OF THE PORTLAND OFFICE OF PRESTON GATES & ELLL% PAGE 1 ! t MEAsuRE 47; MAKING IT WORK i a June 30, 1995, for goods or services that had any good or service which was paid for from property tax funding at any time on or after a fund which received a transfer from the June 30, 1995, general fund. I.A. (2) When Is a Good or Service Funded Subsection (8)(a) should not apply to trans- with Property Taxes? fers of property tax dollars which are made To determine whether a local government in payment for services. For example, if has risk under Subsection (8)(a), the local property tax dollars are transferred to a city government must determine whether it has water bureau to purchase a used vehicle for use by the police, the transfer of property tax provided a good or service that was paid for, dollars in whole or in part, by property taxes, at any to the water fund should not make time on or after June 30, 1995. water a service which is "wholly or partially paid for by ad valorem property taxes." Subsection (8)(a) has confusing (or mis- taken) dates in it. It clearly says that its pro- Many local governments collect property hibition applies to goods or services which taxes and use those taxes to pay a portion of were funded with property taxes "on or after administrative salaries and other general June 30, 1995„ but it only prohibits revenue overhead costs. The portion of these costs shifts which occur "after June 30, 1995." which is not paid from property taxes is often allocated to utility systems, which pay Oregon local governments almost always a "franchise fee" or similar charge from their budget and account for their revenues on a utility revenues. fiscal year basis. The fiscal years end on June 30 of each year. Because Subsection It is possible to argue that these sorts of (8xa) applies to goods or services which franchise fees subject the utility system to were funded with property taxes "on or after Subsection (8)(a). The argument runs like June 30, 1995," which is the last day of fiscal this: the utility system is receiving central year 19941995, it is difficult to tell when administrative services, and those central use of property tax dollars creates a problem administrative services help the utility system under Subsection (8)(a). provide services to its customers. A portion of the costs of those central administrative It is possible that Subsection (8)(a) applies to services are paid from property taxes. any good or service which received property Therefore, the utility service is partly funded j tax funding at any time during the fiscal year with property taxes. We believe this argu- which ended on June 30, 1995. That would ment should not be successful, but we mean any use of property taxes for a good or encourage local governments to develop service during fiscal year 1994-1995 would legislation implementing Subsection (8)(a) create a question under Subsection (8)(a). which clearly indicates that franchise fees Most local governments deposit their prop- and similar charges do not cause a utility erty tax operating levies into their general service to be "wholly or partially paid for by funds. General funds often receive other ad valorem property taxes." revenue. The opinion of the Oregon Attor- Local governments with special levies (such ney General on the Measure suggests that as serial levies to pay costs of roads) may any good or service which was paid for with deposit those levies into other funds. If the general fund dollars may be subject to the rationale expressed in the Oregon Attorney prohibition of Subsection (8)(a). If this view General's opinion is correct, any good or is correct, the prohibition could extend to SPECIAL REPORT OF THE PORTLAND OFFICE OF PREsrON GATES & ELLis, PAGE 2 ( NIEAsURE 47: MAKING IT WORK i 3 service provided by those other funds could to revenue shifts which were motivated by be subject to the prohibition of Subsection the Measure. However, motives are always (8)(a). difficult to determine (particularly in hind sight) and it is certainly possible that Sub- sight) local governments use general obliga- Some bonds to finance facilities (such as sewer section (8)(a) will be interpreted more and water utilities systems) which are oper- literally, and that it will apply to any fee or ated with fees (such as sewer and water other revenue increase which funds a good utilities systems). Since the taxes levied to or service which received property tax pay these bonds are exempt from the cut and funding on or after July 1, 1994. cap, fee increases in those systems should Local governments may wish to seek I not be subject to Subsection (8)(a), because legislation which specifies when an increase there should not be a shift, transfer or con- is not a "shift," "transfer" or "conversion." version. However, Subsection (8xa) is too It may be difficult to develop a statute which k awkwardly drafted to allow us to conclude defines revenue shifts in a way which is easy this with certainty. to apply, consistent with the spirit of the 1 We recommend that local governments begin Measure, and does not require a vote for all i developing legislative concepts which ensure revenue increases. j that Subsection (8)(a) is implemented in a LA. (4) What Kind of Revenue Increases Are reasonable manner. Subject to Subsection (8) (a)? 1 ].A.(3) When Do "Shifts " "Transfers, " or If a good or service receives property tax funding on or after June 30, 1995, Subsec- "Conversions" Occur? If Subsection (8xa) is intended to prevent tion (8xa) prohibits a shift to any "fee, local governments from increasing fees or assessment, or other charge except state k income taxes This language apparently other revenues to make up for property tax f losses caused by the cut and cap, then the includes any financial charge which a local prohibitions of Subsection (8)(a) should not government imposes, including taxes. apply unless the increase was motivated by If Subsection (8xa) applies to new taxes, the Measure. However, the text of Subsec- then local governments will not be able to f tion (8xa) may not be consistent with this impose local sales taxes or local income i analysis. taxes or increase existing taxes of other types without voter approval, unless the tax Subsection (8)(a), by its terms, applies to revenues are used exclusively to fund goods shifts, transfers and conversions that were made after June 30, 1995. Since the terms of or services which did not receive property the Measure were not commonly known tax funding on or after June 30, 1995. until late in 1996, and since the Measure was In addition, any increases in taxes (other than not approved by the voters until November ad valorem property taxes and state income 5, 1996, most increases in fees that occurred taxes) which occurred after June 30, 1995, ! after June 30, 1995 and before November 5, may need voter approval to avoid taxpayer 1996, would not have been intended to shift, withholding. a transfer or convert funding for a good or We recommend service to make up for the Measure's losses. that local governments ' immediately inventory all their fees, charges A court or the Oregon legislature could and taxes to. determine whether they were l determine that Subsection (8)(a) only applies increased after June 30, 1995. If charges i i SPECIAL REPORT OF THE PORTLAND OFFICE OF PREs'roN GATES & E * IS, PAGE 3 1 i i l MEASURE 47: MAKING IT WORK j were increased after that date, local govern- Since the deadline for the March, 1997 elec- j ments should analyze whether the increase Lion is in early January, local governments ii creates a problem under Subsection (8)(a). may wish to have their governing bodies 1 approve ballot measures this December. In Transfers and Asking the Voters Conversions. to Approve Shifts, other words, local governments should con- Tra sider adopting resolutions next month which f Subsection (8)(a) only requires "voter appro- call elections to approve revenue shifts. i• val" it does not require the special voter d i approval which is required by Subsection Although elections to approve revenue shifts 3(a) for new or additional ad valorem prop- are not subject to the new administrative erty tax levies. (See Section 2.C, below.) provisions of Subsection (3), there are no Elections to authorize revenue shifts are not statutes or administrative rules dealing with subject to the special administrative provi- such elections. We believe that local govern- sions which Subsection (3) imposes on elec- ments could seek broad authority to shift all lions to raise property taxes. revenues, or could seek voter approval to shift particular revenues.. This means that a revenue shift can be ap- Drafting a ballot title that complies with proved at any valid election. existing law and the requirements of the If local governments shift revenues in viola- Measure will be difficult, and we recommend tion of Subsection (8)(a), that subsection that local governments consult with lawyers authorizes taxpayers to withhold the amount with substantial expertise in local govern- of shifted revenues they have paid from their ment election law before finalizing ballot property taxes, beginning in fiscal year 1997- measures which authorize revenue shifts. 1998. We recommend that local governments con- The effect of the withholding provisions is sult with their bond counsel before they unclear (see "How Bad Can It Be?" below). request voter approval of revenue shifts, if Since the effect of the withholding provisions the revenues support outstanding bonds or on local government budgets cannot reliably the local government expects to issue reve- be predicted, it would appear prudent to nue bonds in the future which are supported consider asking the voters to approve reve- by those revenues. nue shifts before fiscal year 1997-1998 begins. 1.A.(6) How Bad Can It Be? There are only two elections before the Subsection (8)(a) prohibits revenues shifts beginning of the next fiscal year. Those two after June 30, 1995, without prior voter ;I approval. This suggests that revenue shifts occur on the second Tuesday in March (March 11, 1997) and the third Tuesday in that were made before the Measure was May (May 20, 1997). The deadline for sub- approved are invalid (or subject to taxpayer mitting election notices to the county elec- withholding) unless the local government sons officer for the March 11, 1997, election making the revenue shift received voter is January 9, 1997. The deadline for submit- approval before the revenue shift was made. ling election notices to the county elections Many local governments will have increased officer for the May 20, 1997, election is taxes or revenues after June 30, 1995, as March 20, 1997. part of normal business, and without regard for the Measure, and without intending to make up for the Measure losses. If the SPECIAL REPORT OF THE POR-rI. ND OFFICE OF PRESTON GATES & ELLL4, PACE 3 1 1 MEASURE 47: MAKING IT WORK n purpose of Subsection (8)(a) is to prevent shift which is subject to Subsection (8)(a). s local gover-unents from "making up" loses Such a community college would appear to the Measure caused, these "ordinary in- be required to roll back its tuition to the i creases" should not be subject to Subsection levels that were in effect before July 1, 1995, (8)(a). or to risk having taxpayers withhold tuition Unfortunately, the language of Subsection increases from their property tax bills. i (8)(a) is broad enough to include any tax or Withholding of taxes under Subsection (8)(a) j revenue increase which is related to a good will be an administrative nightmare for i or service which received property tax county tax collectors, and the costs of deter- funding after June 30, 1995. mining whether a withholding is valid may often exceed the amount withheld. f Because Subsection (8)(a) is broadly worded and vague, there is a significant risk that In addition, it is not clear who will pay the i taxpayers will withhold taxes under the last costs of administering withholding claims I r; sentence of Subsection (8)(a). and who will bear the loss of properly with- I The last sentence of Subsection (8xa) says: held taxes. If withholdings are treated Re "If such a shift, transference or conversion of delinquencies, their costs would be distrib- a property tax to.a fee, assessment, or other uted among all taxing bodies in the county, I in proportion to taxes which are levied (or charge except_ state income taxes, occurred without voter approval after June 30, 1995 perhaps collected under the Measure's new j and prior to the effective date of this. Act, for limits). However, the legislature could im- tax year 1997-1998 and subsequent year s, Pow the costs of withholding on the taxing the ad valorem property tax on each such body which is alleged to have made the f property, the owner or user of which revenue shift. continues to be subject to such a fee, If the taxing body which is alleged to have I assessment, or other charge except state in- shifted revenues bears the cost of with- come taxes, shall be decreased by an addi- holding, the potential for withholding will tional amount equal to the portion of the fee, create additional uncertainty about the reve- assessment, or other charge which was for- nues which local governments can legiti- merly paid through property taxes until such mately expect to receive in fiscal year 1997- time as voters approve the fee, assessment, 1998. If a taxing body which is alleged to or other charge." have shifted revenues is forced to pay the f f This sentence allows taxpayers to deduct administrative costs of determining whether I from their fiscal year 1997-1998 tax bills rev- a revenue shift has occurred, taxing bodies enue shifts which were authorized before the could end up spending more in administra- Measure was approved. Any revenue shins tive costs than they stand to gain by collect- which were made after June 30, 1995 and mg the withheld taxes. I before the Effective Date, may be deducted To make matters worse, the withholding from property tax bills beginning in the next provision seems sure to irritate taxpayers. If j fiscal year, and continuing until the revenue they try to withhold and succeed, they will shift is approved by the voters. feel that the local government tried to cheat For example, suppose a community college them by shifting revenues. If they try to raised tuition effective July 1, 1995. This withhold and fail, they will not be pleased. ? tuition raise could be construed as a revenue And if they do not try to withhold, and i SPECIAL REPORT OF THE PORTLAND OFFICE OF PRESTON GATES & ELLts, PACE 5 1 MEASURE 47: MAKING IT WORK i S others try and succeed, they are likely to feel The Measure does not define "bonded r~ cheated. In short, the withholding provision indebtedness" and it does not explicitly state creates enormous opportunities for taxpayer when property taxes will be considered "new dissatisfaction at a time when local govern- or additional taxes." The Oregon legislature ments greatly need taxpayer understanding or the Oregon courts will need to define and cooperation. these terms. i It may, therefore, be particularly important Legislative and judicial interpretations of the , for local governments to avoid Subsection Measure will not be available for a long time. (8)(a) issues by seeking voter approval soon. In the meantime, Oregon governments need Strangely but fortunately, the withholding to be aware of the effect the Measure will provisions of Subsection (8)(a) are only have on their authority to borrow money; available for revenue shifts which occurred If local governments are relying on their after June 30, 1995, and before December 5, bonding authority to finance commitments 1996. If a local government increases fees which the governments have already made or revenues after the Effective Date, and the and the bonding authority will be jeopardized increase is found to be a revenue shift which after the effective date of the Measure, those violates Subsection (8)(a), taxpayers are not local governments should consider issuing entitled to withhold taxes. their bonds before the Effective Date. Please La Dealing with Authorized but note that the Measure takes effect in three Unissued Bonds and Other weeks, on December 5, 1996. Borrowings. I.B.(1) Voter Approved General Obligation Some local governments have authority Bonds. under existing law to issue bonds or engage General obligation bonds which were sp- in borrowings. Voter approved general proved by the voters before the Effective obligation bonds may be issued at any time. Date, may be issued at any time. Local gov- In other cases the authority to issue bonds ernments may also issue general obligation may be reduced or lost after the Effective bonds at any time to refund general obli- Date. This section of our special report gation bonds which were approved by the descri bes the common types of borrowings voters before the Effective Date. (See Sub- which are used by Oregon local governments section 3(b) of Section I Ig.) i and discusses whether the authority to General obligation bonds may not be ap- proved in those borrowings will change after proved by the voters after the Effective Date, the Effective Date. unless the approving vote takes place at an The Measure exempts taxes levied to pay election at which a majority of registered principal and interest on "bonded indebted- voters cast ballots, or at a general election { ness" from both its cut and cap provisions. held in an even numbered year. However, Subsection (3)(a) prohibits levying Since December of 1990, Subsection (3)(b) new or additional taxes" without special of Article XI, Section Ilb of the Oregon voter approval. For bond taxes to be exempt Constitution has required issuers to obtain from the cut and cap, the taxes must be voter approval for general obligation bonds. levied to pay principal and interest on prior to December of 1990, issuers were "bonded indebtedness" so that the taxes do required to obtain voter approval for most, U not constitute "new or additional taxes." but not all, general obligation bonds. The SPECIAL REPORT OF THE PORTLAND OFFICE OF PRESTON GATES & ELLIS, PAGE 6 e MEASURE 47: MAIaNG IT WORK J " l'1 major types of general obligation bonds able to issue full faith and credit bonds which were issued without voter approval (bonds which are unconditional obligations were "Bancroft" or improvement bonds, and of the government, but not secured by any emergency bonds for Port districts. additional property taxing authority) to The Measure does not state whether issuers finance facilities which would have been may issue general obligation bonds to refund financed with limited tax bonds. general obligation bonds which were not The Oregon legislature and the Oregon i approved by the voters. The Oregon legis- courts will ultimately determine whether lature should be able to authorize these taxes which secure limited tax bonds are refundings. exempt from the Measure if the bonds were i issued before the effective date of the j Local governments desiring to issue general Measure. If taxes which secure limited tax obligation bonds before enabling legislation 1 3 is adopted to refund general obligation bonds bonds issued before the Effective Date, are exempt from the Measure, then.the legis- lature should be able to authorize local ov- voters should discuss with their bond counsel o ernments to issue refunding limited tax bonds whether these refunding bonds can be issued. which are also secured by taxes which are 1.B. (2) Limited Tar Bonds. exempt from the Measure. i Limited tax bonds are bonds which are Local governments desiring to issue limited payable from special, additional bond taxes, tax bonds to refund limited tax bonds which like general obligation bonds. However, the were issued before the effective date of the _ I tax levied to pay limited tax bonds is subject Measure should discuss with their bond f to the limits of Article XI, Section l lb of the counsel whether such a refunding is possible j Oregon Constitution ($51$1,000 for schools before enabling legislation is adopted. and S 10/$1,000 for other governments). 1. B. (3) Full Faith and Credit Obligations Most limited tax bonds have a primary source of payment which is not property Issuers which are currently authorized to issue full faith and credit obligations should taxes. For example, limited tax improvement bonds are payable primarily from assessment consider doing so before the effective date of i payments. Issuers only levy a property tax the Measure. It may be possible to exempt i to pay these bonds if assessment payments taxes levied to pay those bonds from the cut i are not adequate to pay the bonds. and cep Limited tax bonds can be issued before the Full faith and credit obligations are often effective date of the Measure. Taxes levied celled "limited tar revenue bonds." and are to pay these bonds should be exempt from usually issued pursuant to the authority of the cut and cap. (Legislation probably will the uniform revenue bond act. They are be required; see Sections 2.A and 2.B, generally secured by a pledge, or commit- ' below.) ment of all available funds of the issuer. Some full faith and credit obligations have Without special voter approval, local governments may not be able to commit any covenants to levy property taxes sufficient to i additional taxing power to pay limited tax pay the bonds within existing tax bonds which are issued after the Effective authorizations. If these bonds were issued Date. However, local governments should be before the effective date of the Measure, i i these bonds should qualify as "bonded ? SPECIAL REPORT OF THE PORTLA-ND OFFICE OF PRESTON GATEs & ELLi% PAGE 7 i { i MEASURE 47: MA[QNG IT WORK 1 f i indebtedness" for which property taxes may We cannot now guess the fate of tax incre- be levied outside the limitations of the cut ment revenues which are collected after the w= and cap. Full faith and credit obligations current fiscal year and are not used to pay } without such a covenant which are issued tax increment bonds which were issued before the Effective Date, may also qualify. before the effective date of the Measure. The i The legislature should pass laws clarifying opinion of the Oregon Attorney General on { the status of full faith and credit obligations the Measure suggests that all tax increment under the Measure. (See Sections 2.A and revenues will be subject to the cut and cap 2.B, below.) except: those used to pay bonds issued before the Effective Date, and those which Local governments may issue or refund full receive special voter approval. faith and credit obligations at any time. How- ever, to if full faith and credit obligations are issued after the Effective Date, it may not be the Association of Oregon Redevelopment u . possible to argue that taxes levied to pay Agencies has opined that tax increment those bonds should be exempt from the cut revenues collected after the current fiscal and cap. year will be subject to t}ie cut and cap unless L the tax increment revenues are used to pay Local governments desiring to issue fiill faith bonded indebtedness. Special counsel to and credit obligations after the effective date Association of Oregon Redevelopment of the Measure should consult with their Agencies believes that it may be possible to bond counsel to determine the security which issue tax increment bonds after the. effective will be available for those bonds. date of the Measure without voter approval 1.B.(4) Tax Increment Bonds. and that tax increment collections used to pay those bonds should be exempt from the Taxes levied to pay tax increment (or urban cut and cap. renewal) bonds which were issued before the effective date of the Measure should be Once the Measure takes effect, it may be dif- exempt from the cut and cap provisions. ficult to refund tax increment bonds before Urban renewal agencies should consider the end of the 1997 session of the Oregon whether they should issue bonds before the legislature because it may be difficult for effective date of the Measure. However, the bond purchasers to evaluate the creditworth- effect of the Measure on tax increment reve- iness of those bonds until the legislature has nues is difficult to determine and urban re- passed laws implementing the Measure. ' newal agencies may encounter market resin- I.B.(5)CertifrcatesofParticipation tance. Certificates of participation may be issued While we do not currently believe that the after the effective date of the Measure. Measure will require the legislature to However, since the taxes available to pay change the way tax increment revenues are certificates of participation may be reduced calculated, the Measure is a substantial by the Measure, purchasers of certificates of change to the property tax system. Statutes participation may impose more stringent 3 implementing the Measure could affect the requirements on local government borrowers ! way tax increment is calculated, perhaps sub- and may charge higher rates of interest. stantially. Certificates of participation which were issued before the effective date of the Mea- U SPECIAL REPORT OF THE PORTLAND OFFICE OF PREsToN GATES & E* r L% PAGE 8 MEASURE 47: MAKING IT WORK { n sure may also be refunded after the effective so, if it will be difficult to issue the long term date of the Measure. However, refunding bonds after the Measure takes effect. those certificates may jeopardize the issuer's Local governments which have outstanding ability to claim that taxes levied to pay the short term financings that will not be certificates are exempt from the cut and cap refunded with bonds before the effective date because the taxes constitute "taxes levied to of the Measure will need to determine pay principal or interest on bonded indebt- whether the Measure allows the refunding edness." (See Sections 2.A and 2.13, below.) bonds to be issued without voter approval. The opinion of the Oregon Attorney General (See the discussion of Subsection (8)(a) in 3 on the Measure may suggest that certificates Section I.A. of this report.) ( of participation will not be treated as 1.C Is the Measure Constitutional, "bonded indebtedness." However, certifi- cates of participation appear to meet the and Might a Court Overturn It? + G j existing statutory definition of bonded in- Most of the recent constitutional amend- debtedness which is found in ORS ments adopted by popular vote have been 310.140(14). (See Section 2.A of this challenged in the courts. It is likely that if report.) Measure 47 is challenged, it will be on at ~ B. (6) Revenue Bonds. least two bases. L Conventional revenue bonds may be issued The first is that it packages too many policies into one enactment. This violates the consti- after the effective date of the Measure with- out voter approval only if the revenues which tutional groundrules on initiatives contained in Oregon Constitution Article IV, § 1(2)(d) support the bonds have not been "shifted" in that initiatives embrace "one subject only and violation of Subsection (8)(a). matters properly connected therewith." It is If revenue bonds are issued after the effec- not clear if this type of challenge can be tive date of the Measure,.the revenues have brought after enactment of the measure. i been shifted in violation of Subsection (8xa), A corollary constitutional rule under Article I ? and the voters have not approved the shift }VII, § 2 distinguishes between a "revision" before the bonds are issued, the local gov- to the constitution (requiring legislative ernment may not be able to offer a standard referral to the voters) and an "amendment" $ rate covenant. While it may be possible to to that document (which can be proposed 1 develop alternatives to the standard rate cov- through an initiative petition). If Measure 47 enant, the alternatives are likely to be more were found to affect how a number of other t costly to the local government. constitutional provisions work, then it might See Section LA, above, for a discussion of be classified as a "revision" and held to be Subsection (8)(a) and its prohibition on reve- improperly adopted. rue shifts. The second concern goes to the heart of the I.B. (7) Short Term Financings. initiative process itself. The United States Issuers which are able to refund short term Constitution guarantees to each state a financings (such as bond anticipation notes) "republican form of government." Article with long tern bonds before the effective N, § 4. Some argue that this requires that date of the Measure should consider doing general laws be approved, proposed or subject to revision by an elected governing body. Laws that are not constitutional in i SPECLAL. REPORT OF THE PORTLAND OFF[CE OF PREsroN GATEs & ELLIs, PAGE 9 e 1 I' MEASURE 47: MAKENG IT WORK r 1 character, or which affect the budgeting mean "bonded indebtedness" as defined in authority of the governing body, cannot be ORS 310.140(14). placed into the constitution and immunized On the other hand, the opinion of the Oregon from legislative change. Measure 47 more Attorney General on the Measure suggests than affects the budgeting discretion of the that term "bonded indebtedness" in the Legislative Assembly. Measure "encompasses only forms of Finally, particular applications of Measure 47 indebtedness that are commonly known as may run afoul of various parts of the United bonds." ORS 310.140(14) includes forms of States Constitution, including the indebtedness which may not commonly be Impairment of Contracts Clause, the known as bonds, including loan agreements, Commerce Clause and the Due Process lease purchase agreements and other Clause. For more information on these contractual borrowings, and similar transac- theories, please feel free to call Tim tions. Sercombe at (503) 226 5726 or email him at Different definitions of "bonded indebted- tsercomb@prestongates.com. ness" could have dramatically different im- 2. MATTERS REQUHUNC pacts on Oregon local governments. For ATrENrtoN SOON. example, many local governments have Z.A Legislation Determining the received loans from Oregon state agencies, Meaning of Bonded such as the Department of Environmental Quality, the Department of Energy, and the Indebtedness " Economic Development Department. Many The Measure exempts taxes levied to pay of these loans are payable from, or secured principal and interest on "bonded indebt- by, property taxes. edness." The Measure does not define If the definition of bonded indebtedness bonded indebtedness, and the term could be includes loans of this type, and local gov- construed in markedly different ways. emments need to levy property taxes to pay ORS 310.140(14) defines "bonded indebt- the loans, the portion of the property tax edness" as any formally executed written levy that a local government uses to pay the agreement representing a promise by a unit loans should be exempt from the cut and cap. of government to pay to another a specified We recommend that local governments sum of money, at a specified date or dates at } least one year in the future." prepare and offer to the Oregon legislature a definition of "bonded indebtedness" that is This definition is very broad, and includes clear and reasonable, both from the per- not only conventional bonds, but loan spective of local governments and from the agreements, lease-purchase agreements, and perspective of the citizens who voted for the contractual forms of borrowing. Measure. The broad definition of that term 3 ORS 310.140(14) was adopted by the in ORS 310.140(14) benefits local govern- Oregon legislature in 1991. Since it was part ments, and should be applied to the Measure of Oregon law when the Measure was unless using that definition violates important drafted and approved, the Oregon legislature pubfic policies, and Oregon courts may construe the term "bonded indebtedness" in the Measure to s SPECIAL REPORT OF THE PORTLAND OFFICE OF PRMON GATES & ELLts, PACE 10 J 1 MFASURE 47: MAKING IT WORK ,.t When Is a Property Tax a At a minimum, we believe local governments "New" or "Addxonai" Tax? should ask the Oregon legislature to clarify that Subsection (3)(a) of Article XI, Section l ]g a tax levied to pay a bond is not a "new ' or additional" tax as long as the bond was prohibits "new or additional" taxes without issued before the effective date of the special voter approval. Subsection (3)(a) will Measure. require legislative implementation, and the , way the Oregon legislature chooses to imple- More liberal definitions are possible, and may ? ment Subsection (3)(a) could have dramati- well benefit local governments. Y cally different effects on Oregon local gov- 2.G Legislation Determining Which ertunents. Levies Are Outside The Measure s For example, one could question whether the Because They Have Abeady Been six percent increase which a local gov- Approved by the VoUT& } ernment is permitted to make each year to its The proponents of the Measure argue that 1 tax bases is an "additional tax." We believe Subsection (3xa) only allows voters to II that the Measure should be construed so that approve bond taxes. The text of the Mea- the six percent increase in tax base which is sure does not appear to support this argu- . I authorized by Article 7{l, Section 11 is not a 4 new or additional tax. ment. As we noted in our prior report on the Measure, Subsection (3xa) does not even i We believe that property taxes which a local use the word "bond." However, since the government was authorized to levy before proponents have made this claim, it is - the Effective Date should not be treated as especially important for local governments to new or additionar' taxes. However, the seek legislation which makes it clear that ! Measure could be construed in a variety of Subsection (3xa) allows the voters to different ways, and we acknowledge that the approve all types of property taxes. 1 Oregon legislature has thb power to define In addition, local governments should seek 1 these terns, and we recommend that local legislation which specifies the earliest date governments propose reasonable legislation on which a special voter approval of new i clarifying the meaning of the phrase "new taxes can occur additional taxes." 1 The definition is important for many bond Subsection (3xa) authorizes taxes to be transactions. As noted above, the Measure levied outside the Measure's limits if the tax ` is approved at an election at which a majority explicitly says that taxes levied to pay voter of voters cast ballots, or at a general election 4 appreved general obligation bonds are held in an even numbered year. This report exempt as long the voter approval refers to voter approval given at either of occurred before the e effective date of the these kind of elections as "special voter measure. approval." ( . Oregon law, however, currently authorizes a 1 ~ It is clear that this special voter approval will wide variety of other kinds of bonds which J exempt taxes when the voter approval occurs are secired by taxes. Examples include lim- after the effective date of the measure. It is ited tax bonds (such as those issued to not clear whether a tax will be outside the f finance local improvements), full faith and cut and cap if the tax received special voter credit obligations, and tax increment bonds. approval before the effective date of the Measure. SPECLAL REPORT OF THE PORTI.A" OFFICE OF PRESTON GATES & ELLIs, PACE 11 r J i MEASURE 47: MAIGNG IT WORK j In theory, any tax approved at a general year 1997-1998. Both tax bases were y election in an even numbered year at any approved many years before the Measure. time in the past could be exempt. For Because of the Measure, in fiscal year example, a tax base approved by the voters 1997-1998 the district expects to collect at the general election in 1964 could be $800,000 and the county expects to collect { exempt from the Measure, because it was $2,400,000, for total property tax collections approved by the voters at a general election in the district of $3,200,000 (an amount j in an even numbered year. We doubt, equal to 90% of property taxes collected in however, that the Measure will receive so the district in fiscal year 1995-1996). liberal an interpretation. It may, however, be In March of 1997 the district receives special very reasonable to say that a property tax is voter approval for a three year serial levy of exempt if it received special voter approval $1,200000 each year, beginning in fiscal after the date on to which taxes are rolled y 1997-1998. back, and revenue shifts are prohibited. The Measure rolls taxes back to 90 percent When the district imposes its specially ap- proved new levy of $1,200,000 in fiscal year of their levels in fiscal year 1995-1996, or 1997-1998, what happens to the county levy. one hundred percent of their levels in the Is the $1,000,000 levy of the district prior fiscal year. The Measure prohibits altogether removed from the Measure's revenue shifts after June 30, 1995. We limit, so that the county can use all the taxing deduce from this that taxes were at an capacity within the Measure's limits? In this . acceptable level on June 30, 1995. example, the county would be able to levy If a local government obtained special voter the full amount of its $3,000,000 tax base, C. approval to levy new or additional taxes after because the Measure would permit up to June 30, 1995, then it may be consistent with $3,200,0009f taxes to be levied. the spirit of the Measure to exempt those (3)(a) Since Subsection prohibits new or new or additional taxes from the cut and cap. additional property tax levies without voter The issue is important to many local gov- approval, it appears that all new and emments, including all those which received additional property taxes which the voters voter approval at the November 5, 1996, approve will be outside the Measure's limits. election to levy new property taxes. 2.E. Legislation Authoripng Local Z.D. Legislation Determining Effect Option Income and Sales Taxex of Voter Approval of New Levies on The Measure is primarily a property tax Remaining Taxes limitation. Many of the people who favored The Oregon legislature should adopt legis- the Measure felt that the recent increases in lation describing how the levy and collection Oregon's property taxes are painful and of new and additional taxes will affect the unfair, but do not favor substantial service levy and collection of existing taxes. cuts. This example illustrates the issue: Oregon local governments may wish to ask A rural fire protection district has a tax base the Oregon legislature to authorize local which will be $1,000,000 in fiscal year 1997- income taxes and local sales taxes. Home 1998. In the district's area, the county would rule entities may be able to impose those collect $3,000,000 under its tax base in fiscal taxes without implementing legislation, but U Subsection (8)(a) may require voter approval SPECIAL REPORT OF THE PORT"ND OFFICE OF PRESTON GATES & E> >'S PACE 12 MF.AsuRE 47: MAIQNG IT WORK 'i if the tax revenues are used to support a approval to future taxes which will be a good or service which was supported with devoted to worthy purposes. property taxes on or after June 30, 1995. On the other hand, in those areas where a Special districts require legislation to majority of registered voters do not often authorize them to impose local sales and cast ballots the Measure may not allow income taxes. voters the opportunity to vote new taxes until November of 1998. New taxes ap- ' All local governments may benefit from good, uniform state legislation. Legislation proved in November of 1998 could not be j may also be required to allow local income levied until fiscal year 1999-2000. taxes to "piggyback" on state income taxes. So here is what may happen: The Measure 1 will create substantial, immediate service 3. MATTERS REQUIRING disruptions because it reduces the tax reve- ATTENTION BEFORE NOVEMBER nues that pay for services. Voters will be- of 1998. come increasingly angry with local govern- November 3, 1998 is the next time that ments as these services deteriorate. j citizens can use the initiative process to place On November 3, 1998, voters will approve i constitutional amendments before the voters. i many new levies. In fiscal year 1999-2000, The Measure does not appear to be a long j term solution -to Oregon's tax problems. property taxes will go up dramatically due to the newly approved taxes. In the Fall of ` Oregon local governments should work on 1999, when tax statements are mailed, voters _ proposals which would be long term solu- will be finious with local governments i tions. because their property taxes have again Ideally, those solutions should be tendered to escalated dramatically. 1 the 1997 session of the Oregon legislature. There are only two solutions: (1) to allow However, if the legislature is unable to act i effectively, local governments should con- sider submitting a balanced, fair tax reform deteriorate to the point where we provide proposal to the voters on November 3, 1998. among the very lowest levels in the entire country, or (2) to create a new, fairer tax j 3.A. New Tax System system that allows people to keep their 4 The Measure is a time bomb, and it is cur- homes and to obtain reasonable service { rently set to explode in the face of all levels. If Oregonians no later than fiscal year 1999- A wise man once said: "It's hard to worry 2000, about draining the swamp when you are up The Measure is a time bomb because it to your eyeballs in alligators." The Measure allows complete voter overrides. It appears creates a lot of alligators, but the only way to that Subsection (3xa) authorizes the voters banish them from Oregon permanently is to to approve property taxes and eUminate all dram our tax swamp- j of the restrictions of the Measure (see 3,g permit Local Governments to section 2.13 and 2.C, above). Almost all Act Like Businesses and Work with property taxes levied in this state have been Businesse& approved by the Oregon voters, and there is ` no reason to expect that voters will deny Private businesses often find that the most i efficient way to provide a good or service is I a l 3 SPECIAL REPORT OF THz PORTLAND OFFICE OF PRESTON GATES & ELLL% PAGE 13 t t lam- MEASURE 47: MAKING IT WORK to form a joint venture, partnerships, or if the Measure means that services currently corporation which combines the talents of provided by local governments should be different entities and allows those entities to "privatized" then local governments should work together efficiently. consider seeking changes in the law that will The Oregon Constitution creates obstacles permit local governments to behave in more which make it difficult for Oregon local "businesslike' ways and allow local govern- governments to work with private business. ments to work hand in hand with the private sector to make Oregon a place in which we all wish to live and do business. We will be using Harvey's Home Page as a forum for ideas to reform the Oregon tax system, and ideas for changing local government law to respond to the pressures of the Measure. This special report was prepared by the bond and municipal lawyers at the Portland Office of Preston Crates & Ellis. Its principal author was Harvey W. Rogers. Copies of this report, together with revisions and updates, is on the World Wide Web in "Harvey's Home Page" (http://www.europa.com/-hrvey). Preston Gates & Ellis _ Telephone: (503) 228-3200 Telecopier: (503) 248-9085 O The bond and municipal finance lawyers practicing in the Portland Office are: Monica D. Hardy Kenneth E. Etz Direct: (503) 226-5771 - Direct: (503) 226-5713 E-Mail: mhardy@prestongates.com E-Mail: kiltz@prestongates.com Daniel H. Kearns John H. Nelson Direct: (503) 226-5707 Direct: (503) 226-5729 E-Mail: dkeams@prestongates.com E-Mail: jnelson@prestongates.com 1 Richard D. Roberts Harvey W. Rogers 1 Direct: (503) 226-5720 Direct: (503) 226-5721 E-Mail. rroberts@prestongates.com E-Mail: hrogers@prestongates.com Timothy I Sercombe Edward J. Sullivan Direct: (503) 226-5726 Direct: (503) 226-5727 t E-Mail: tsercomb@prestongates.com E-Mail: esulliva@prestongates.com i l , SPECIAL REPORT OF THE PORTLAND OFFICE OF PRMoN GATES & ELLL% PAGE 14 , i R a g Y MitsR sr R n a' os a It~ ~,@ o 8 8 8 n _ _ && Ell v [I i Ir v Powoh- HII 11A ilia I ol Its E r `dr a d 7RA ~X! C. if b.g .5 8~$9~a ~s9~ ~ bya 9 ,"y7~~x$ yI, 9•~ ~G 5 y ~ 3 •g~.ae v~'~3'y~J~ ~,~~~3a ~ ~ 'a sA E jjMg V S ~o yy ~a9 q ~a .4 l7oo 8 9 G~ ~ti1g F ~Y,& M ~~a Y.~ C now t j 5 a ~.9s r a r lit 8 J• r 9y i y- a 8~p " b d ~ pLe peE °a I.] a s y~.f ~b ~~s ~b b' oil A .9 z v3 v lit$ ~ A a t V, 4 0 $Q f yp~ 9.9 hYJ$ P a ~~0 ~ ~ ~ Tr• ~ ~ p .9 ~.g p $ y g ~!'gy 53$.5~~~ `9' fib 37~~~~:~ y ~ R ~•7'M+~ 5 ~ ^Xb 'a9 ~ QCp~ m_ '{yyAt~ y ~yj 2G ~ ~ y Y ~xycT(' L III __••.:a._.r. _..~.....~...........__._.....-.......~._...m.--v.. _.....__...~r .-r.~._._.... _r t .....n IMPLEMENTATION OF BALLOT MEASURE 47 County Administrative Office November 1Z 1996 MEASURE 47 RECAP ® Amends Oregon Constitution ® Takes effect July 1, 1997; initial reduction will be reflected in property taxes collected in November 1997 1 ® Reduces taxes for each individual 12rope Taxes reduced to one of the following (whichever is less & excluding the portion for bonded indebtedness): a) 10% below the tax for FY95-96 - b) the FY94-95 tax level v a After FY97-98, the tax on each proper cannot increase by more than 3% (excluding the portion for bonded indebtedness) ® Adoption of property tax levy requires majority vote in general election (in even numbered years) or in an election where at least 50% of eligible registered voters an rticipate ® Measure allows legislature to adopt & amend legislation to implement provisions of the measure ' - must prioritize public safety and public education 3 - must minimize loss of local control to state government 3 ■ No replacement of property tax supported services (on or after 6/30/95) by fees, assessments or charges without voter approval 2 F7:1.. IMPLEMENTATION OF BALLOT MEASURE 47 County Administrative Office November 1Z 1996 ' i MEASURE, 47 ESTIMATF.n Floer. r~rv~~•r i (Assumptions for the next age calculations) ■ Tax levels for all Washington County taxing authorities were reduced to , - 90% of FY95-96 levels ■ Growth levels are assumed to be approximately 11% Estimates were made as to the amount of taxing capacity considered i as exceptions to the Measure. This amount is estimated to be approximately 4.5% r l _ n Urban Renewal is assumed to be outside the Measure ■ No compression model used (the method used to implement Measure 5) ■ No special levies excluded from measure (e.g. MSTIP III)` I ■ Comparison made to tax levels that would have increased by 6% under current law July 1, 1997 (Start of FY98) is BALLOT MEASURE 47 FISCAL IMPACT SUMMARY Estimated Loss of Taxing Capacity By Specific Taxing Entity II II I I I 1 ;liington ~o n Q c n gla -acity Under Current Law $28,790,302 $30,517,720 $32,348,783 $34,289,710 $36,347,093 $162,293,607 acity Under Measure 47 $24,098,684 $24,821,644 $25,566,293 $26,333,282 $27,123,281 $127,943,184 :entage Loss -16% -19% -21% -23% -25% -21% anc i r a r, I D.I"'st'"t tg"'(S Estimate Estimate Estimate Estimate { acity Under Curt*ent Law $6,400,000 $8,000,000 $8,000,000 $8,000,000 $8,000,000 $38,400,000 I acity Under Measure 47 $6,018,592 $6,199,150 . $6,385,125 $6,576,678 $6,773,979 $31,953,525 I t: :I :entage Loss -6% -23% - -20% -18% -15% -17% a`5t'°tYt`oa~l"1'yiai„n" "`t"r icy. n "Oy.s'-t',-. " iacity Under Current Law $2,470,000 $2,470,000 $2,470,000 $2,470,000 $2,470,000 $12,350,000 jacity Under Measure 47 $2,321,839 $2,391,494 $2,463,239 $2,537,136 $2,613,250 $12,326,957 ~ t t I :entage Loss -6% -3% 0% 3% 6% 0% Till "Si1'IN- per' ivepLiUr ; ±.-xed Rate .vy acity Under Current Law $9,529,475 $10,387,128 $11,321,969 $12,340,947 $13,451,632 $57,031,150 -acity Under Measure 47 $7,937,477 $8,175,601 $8,420,869 $8,673,495 $8,933,700 $42,141,142 I I I . :entage Loss -17% -21% -26% -30% -34% -26% acity Under Current Law $21,700,000 $21,700,000 $21,700,000' $21,700,000 $21,700,000 $108,500,000 acity Under Measure 47 $9,362,199 $9,643,065 $9,932,357 $10,230,327 $10,537,237 $49,705,185 I I :entage Loss -57% -56% -54% -53% -51% -54% 1 1 I " 1 .-J LL OW . 1 IMPLEMENTATION OF BALLOT MEASURE 47 County Administrative Office November 12, 1996 RECOMMENDED SHORT TERM ACTIONS TO INCREASE FLEXIBILITY • New programs: Limit any expansion of existing County programs. • Selective hiring freeze: All request for new hires to be reviewed by the County Administrative Office. • 37.5-hour workweek: Consideration was being given to converting these largely support positions to 40-hour. Due to budget impacts recommend suspension of this effort. • Requests for 6utside funding: Do not fund any new requests.. • Bi-lingual pay differential: Continue with planned December 1, 1996 implementation; key to effectively competing in the market place and providing service to minority populations. • SB 122: Due to significantly reduced incentive for cities to annex, revisit the approved ambitious work plan. • Public Safety Coordinating Committee: Revisit decision to hire support staff; reconsider External Committee additional assistance. • Consider postponing the following General Fund expenditures: Juvenile Shelter Expansion Emergency Operations Center Relocation Beaverton Health Clinic Remodel Additional Children & Family Services funding approved in the current budget. I Reestablish the Tax Coordinating Committee to coordinate responses with cities, special districts, Metro, schools, etc. NEW- IMPLEMENTATION OF BALLOT MEASURE 47 County Administrative Office November 12, 1996 1 PRELIMINARY LEGISLATIVE RESPONSE j' i:. • State should assign no new programs and honor existing shared program j commitments. • State should address immediate issues and the move on to the longer I . k. term implementation strategy • State assigns an initial allocation between education and local government. • Local governments will define what qualifies as public safety. • Local governments will establish what it means to riori i public safety. . • Local governments utilize Measure 5 proportionality model to allocate impacts. • Local governments given flexibility to pool taxing capacity. • Maximize local control. ORGANIZATIONAL POSTURE • Ballot Measure 47 is the law; the organization will implement fully. • Should NOT be viewed as a reflection on staff or the services we provide the community. • No one should expect a quick fix; response is likely to be phased in 6 month - one year increments. NIGH RISK ISSUES • Enhanced Sheriff Patrol District - expiration of levy • Urban Road Maintenance District Levy • Cooperative Library Levy ~J Major Streets Transportation Improvement Program III Levy i f t I~ . r I IMPLEMENTATION OF BALLOT MEASURE 47 County Administrative Office November 12, 1996 HIGH RISK ISSUES (on ) Jail Beds and Community Corrections Center: Number of beds available on opening day and beyond (currently unfunded). BUDGET ® Fiscal Year 1997-98 Budget Preparation: Staff is currently beginning to prepare for the FY 1997-98 budget process which will need to f incorporate the effects of Ballot Measure 47. There are a huge number I of unanswered questions as to how the measure will be applied and what I the extent of our reductions will be. What we do know is that there will be reductions. We will be instructing departments to prepare budgets that maintain the status quo and look for opportunities to further economize. There will be no consideration of new programs unless it is supported by a dedicated funding source. Further, departments will be asked to provide reduction scenarios of 10, 25 and 50% for those organization units funded by discretionary revenues. Those programs funded directly by property tax levies will need to prepare budgets that assume, for lack of a better estimate, a reduction in resources proportional to other levies. Reductions county-wide will be based on the Board's Resource Reduction Strategy. o Resource Reduction Strategy: As an integral element of County 2000, the Commission developed a resource reduction plan. This policy states that to the extent possible, across-the-board reductions in expenditures will be avoided. Reductions will be made on a case-by-case basis, focusing particularly (though not exclusively) on each individual programs or service. In making reductions the policy directs that i emphasis should be on retaining the quality of a service, possibly ' i requiring a reduction in quantity of service instead. A complete copy of this policy is attached. 1 ■ Revenue Stabilization Reserve: The Revenue Stabilization Reserve had a balance of $8.5 million as*of June 30, 1996. Pursuant to Board policy these funds have been set aside to extend the life of the tax base. The Five-Year Forecast presented to your Board in March 1996 anticipated that the County would begin to draw on these funds beginning in Fiscal Year 1997-98 to cover operating costs associated with opening the new jail and other expenditures that will outpace our ability to raise revenues. This scenario made a number of key assumptions including that neither the legislature nor the voters will reduce or eliminate the County's state- shared discretionary revenues or place any additional limits on the County's ability to raise revenues. ■ Based on our current understanding of Ballot Measure 47 it would i appear that we will definitely begin drawing down on our reserves in the next fiscal year and that, even with this additional resource, the County will be providing a level of service below what was anticipated last March. Accordingly, the Revenue Stabilization Reserve will serve as a bridge to whatever funding level we receive as a result of BM 47. n State Shared Revenues: Since the passage of Ballot Measure 5 in 1990 the future of state share discretionary revenues the County receives has been in jeopardy. In 1995-96 the County received approximately $3 million from cigarette and liquor tax revenues, timber receipts and video lottery dollars. As the State continues to try and stabilize school funding jj it is likely the vulnerability of these revenues will increase. 1 f I~ - 1 j • L , Gaswn, t1uDl,Vro. ClryilNlo"th , plau s,Shcnva . King Tualaan and other on m outtes in Washtngton eaunrf can gi . gilt a leaders is Unty ! ~w r lar e tpcegonian -71 `4/ fls Sll.6 million buPj n x INSIDE OOG/ KING CITY: Wns m add a ht fall, as Me 1 ' rIOC Willey fourth KIn City pollee 4ul lasoldlose ab ~eah out 1}8UA L 5 dlaUl«SU1Sa opnc{5 ~B OCO . btltsS132?UObLAINS: udBtt 55 Ln ine0rt I, can BladonlyeboutonethlnB:lastcum- Willsb absentees NOH P The natureot TutsdaYS tetec6anbya p my leadefs shatpen theif mcr, the c11Y held oRa nevr tala base. sa Nadh Platrl cuts areti t yet tectaln. O.T•E~, Recurs e71 De t The city could lase about 124.0[yJ of pa"'atadln eln yut epor(65 an newhirescrcaledaYtraumatic:' he pulls ah rainpa68J(V- edaYcoun• and shake their heads as offs a uesses at "1t When to tame au lay club re• JU S147,093.OA: Sherwood has seen upd gHERWO dt ks tar d(udnomaA, Ga'ta acts and Eileen id, bu to, the. ale tentative g said. eo ie giflepubllun 4 a" with Gov iItLIS80A0 - O° P P a 62 Pe lke and IL Was Ainptun eounry (tD'su "t nets as ie41'slmpact rives. wa;(ntsiratlcn balloU tawhoke malntdnarrowl,he",'elemo- ncesandmer There ¢le11 oR - vote by absentee tandl•'~ trot Pat DtBas in the stale Senate slue. ©uinpo be assess ty he wUl asp John Kluhaob rf:cd Wednesday that mare ttmt to stud p ell Alstrtct 4 contest, 51.7 Portent to PDery rtSeNltes the ab could De st If a( ty and r u 4 it J`IAMI - vials. tie promised I start 486Pc t 1 sores sl.vol ntre strr`t vw,,,,,aun a7 passes, Dols but datesintheVolb HJsbar0 city reenr. ehY loses udwg 1eas ace If k.Scawrc out [or the soh is is Willey. hl be tronlest [or House Otstrld5 its St 72m1ulon. (o hcpf nearly n s<)'ttrt• Woshin6' w a ent• Ane h ould look ne CYetc r o s s1Hh a « ar•- that county 'and If e overnmevecaln lo- cou nctl ar, auspteis that might narrowed to less lhanbllun rcJim oR}ddals started P p on (heir Dumf. S {fie wst. coun• m1, with ReP hireTIGARO:new pollee could be [educed. TF.e wish for rosn Property taxes IIut where the unsi be a fros- who wes only the city's S6~ mlulon hudHet. enough Tigard faYS for the cNe(0 whxt they excU t° would tx rlvatelY said they WWeY' D(nd I It TUts''a$t p0 rttnt to VldorU et dn* I'll leaders P ad held off on that ag incumbent to Of lll at Sao Pt couldlose 126 mlulon, uu w1u come from bnt Y c( hea loo 517-' ,boa t w11h t pdcasurC 41. avemor h with beilotm8. pulled ad tk ert could amendment, he 6 un111 eanfenln8 day's ewWmer Curtiss Johnsons49.5. Wash• and benents for 70employ tfuel Tne dep., budget. constltuttanal oe approval prodamatlan hb challenBer+ b lag votes dur• giKlm Katslon's lead for Salary TiN: 4mPy1Y Rte serv, its 51180.•154 FIRE DEPART lan&I appeared headed t (axes couNy end Illy essoctallons in the Vanderzanden. Y Near ly County Commistloner TVALA `d to Lay I V3 0,t ut8 En;Cppenflons probably wl do of u would wt property a s loon 8• ington ver tee Dtck n. tIces Schouten, to 95 un, ana percent of hW the cat kPa d d. H<,vcrnor ma T•DUrid y~ ie 7t rcent h par r b lay. V. \Y t 10 Percent and OmR met 7,SW bauat3 tar the a tab aN r d e N W aco oil" w d ned o t' t nue1w al1d h9,111 cot a Year beBtln' weeks ^I dm~t heaDl Ilse eo and d 1 r(ren umlBht be ame Peters soldtot. d when 7 Ju gilstovncuecmbe Sl Pt Charles Ire can to 7 pert nmB In July t- his uderp[etallon• t state poohedbeentoole ubllcan is Those serv icesmcoulatcd De 1 D artmen' could Lcgtsta' •Ilis r Ni ke a nP h the iled o ci j Saf 1 15a of it. T esPonslhlllt YH and make -11 Bat the news. absentees l malntaltRenea his 53 D< if city losses ulton bud S nnln 4s & lure w111 draw BavernmentN peyod to be helPmB htrn'WUteY Starr ma 33'.0m of its 571m estlm lose , RESCUE: s 1B3.757 budget a vktorY there Of Sl te volt D1n uet Rouse Democrat TUALATIN VALLEY ~ up guidelines theft's school(wuiln6 of htcasure 47 aDaut to Halm SERVICE D1S'(R(CTS NearlYO a thW 114"", ~ • do lecond 'fe 9 uutlfnlnB how The precise hnpa< dallass lost wasnt n. bfarcus ntel Dlr FfItE PART DIns unclear. will be until the final ba 0,1,1 a`hrU OUnty t[Ic11. CoIDY CORNELtUS n• budB~t far Orea u1d M lost i lE local g rema cut Probm Other close races Inevelopment _Rgi,ord N. b1ENT: The alivolunteer dolts fife „epa[tmeM rA mltlton. Sldl the menu Imply ad what services anths. But meat the new b1Ynwori t bt certain tar m ment expetti to lose it2 616 saw these Thuts• buLgel bringtng same srfr main of 370 uon of . 514,564 lain Is haw hi{end ~b setts th 1,00 at cstlmates here 15 a a( lu th Rescue. let cutsE. OE- aepartmen, em. roles CO (7tRctals had pall as focal Bovcrtsmanls lo[ the day: dtY mVaRey tY F1re k GROVE FiR NGTON to Tualatin make cuu anyway FORST a vol ao, (our the Beave> LL Tire i might \YASHI r mute spe<ulm 199790 Rscal Year. five ear a"' newly h dm see nd DISTRICT 2: The maNy nl to[ fk.:. WASNINGtON CORtkf(lY butetmoimProvmre than aut the Ort leap,"' Rren6hten ectose It COU TV GEN. proved IsnU the R Y 11,765 Gf its St 2 It Year, to half ELiVS: The dtY expecu to newly hred Ifan than dill" ts ORN upon bide' cra. OfRdil: exp In Rr n 11 of I {acts Thurs 1YASIIINGT county ON offidais estb men`V y couia ba host 121 to mhiss' C ts 512 m d m in fll•" lose 5167. ume 223 is In p011ce and Rte an dacrease 1n yes gnsal se $u1• $ o[ about S en• sure 47, aatlon. a IarBt wnSradfngof cot 1c services. m1111on budBt` s scent Pd ,d they worrlcd out I ud tlh¢ E(tA1. FUND: 19 milio St2]n half the mone IDloh of ItsiahnY .7Fr° otlce bcblgln8 143 don Probably wa d 8o ur 'I have :o cut P mate fosses 's 528.8 mlltlanH of early (Obab1Y wont et, which rota tbudget to ARTMENT: Icnm dNa) the baste N about the planned ort~ Pla nctloN of foul {tom the county three tlRhs Iron oRldais said, 9 seNlta, ral Nnd budget- TTe de'$382 n Ana they worrlcd eril fund, orcement. De- ecu• o(the '1'1'."A bafit. Its 17g1At6 t ay De ,ment woos Bet hoist, or whkh Boee to law enf and be done. TiVE L10R ARY Part ut 17,200 P 799 GASTON F1RE UP :Dads Chet efforts to all s library DUAIfADo and about cuts in med• spite the measures aRh COOPER The county' they can ab• .S aned. u1 progra m s for ate aealnst law enforcement cuts. fn• SERVICES: ut $1.6 would be tut rom the city's ad sa stem expect 9 imllllonobudil 1. budget ben IRldils soy t sabl l.lnda Tct, dais tear that ceductluns may be ' illlon of It S will be sorb thelass. YE: Mara than a p«hy Brim. evuabte for the district attorneRt ° sY all llbreN aeNlces FOfl£ST Gfl0 to ns. nor is now ltxa airwoman of the Washington an County Nearly Tfi- of the 6112, U million budaet a t µ shedR end IUvewla Mngi n m DtAfN lhlyd ton. The fern re ( tlq tamrwl Pon O so Com(n1s510ne[L Slott 1986, away maneyln con stdered [arROAps inlncomp ' Board of times ulrreiln8 is reached U1iDAN About ft4E,(Y70 could ba lost, abot fve to tut in t# Bnan Mao«(t)___... Uan 1811 ueri t Boma to be easy has been z4 1Cf: tt tears let mayu mks and code an' « stdents voted N Tuesdays election. Jan W,yams . a contingency fund shat h 2S mluton b ioba• Ilce, 111. library, P flpdittd aledlon «sutts ace avaounr on ar Walt Ifuchcock• about ifo m111fOn. Other cuts could NANCE DiSTA 47, 4 Web sites for WashmBmn COanty-- Chador emeaemrnt M+nws N.1 wood bray In a noor dosed In of the dlstrlct's S mr{att forcement. could lha n ft tot it, nuary. Bald Mound by keep B could be losta~wter quelltY. GASTON: Atput 517.000 hRD1.tawastim9ron.acus-and Yet_._..-........_.„._..,,_....,.___.....65t6 mica m Ja in anlna budB hhpyi no . - ~aves avt hit the fedpeearal the new }alt, SItERIFF'S PA- OIY Gaston s S1f15,255 6 fII . EN1tANCED vanish from where Yambltl County" 1eE teNlceh apr ate levels and now DISTRICT: The diit[ict, tot some roads'CmES vrew caYamhiuor'ear on MOndayihiel- Yestnirur smendmenl Meuurs 3a S overlent. Vot' TROL lice servue: in et but Officials aredttertain till resuluw+uapP No TUAtATIN - to hu local B of the Plot" which pays for p° Cedar Mul. The dtY -pia 'O lose the cutwlube made. rowth sl City taunca,Pastaant'~+ana : added. ere Part palciBh 14uts, RANKS 368 budged perlraPs ti1LfSDORO: A a 0 blay wig be raWt PaOt• aunB to raise and cut taxes 31 Aloha, cr, could lose tiro 'el WASNIR6` OH c~ act kt7VrT d. 1,."N' Cauntytamm e.0 6 . Ste. Gv'is'D4r5'llb'..t... ,206 0(~:ans m expand Ito plan (or Hltisbor6 "n~t a p%It to Plans fat saga _ iP'a budg •tM2C of ending p •ut off, brln6 - nc ume. wtwt they ile Cedar Hills and t - ~-~1 u~ll -y-- e.ass sta r I cxadlY 1718.000 of Its 564 million city vot• lice and other service! ,gkx ,pie CC whuh is a OfftcUt worry about the abdistrld tce6EAVERTON: In btaY. txPand\ngpo cost, LP a - Nnchtocks~ld.' dttfeC s tgxsb4cO;~ r •.n!0nlths dehans.Thcy'revotmg voters to rcauthotitearhe low¢tedlheeUylaxbase,reneet• RredcDartment are tcsnestY IM1iPROVF, ers ingtransferofthe One measure than they an ,y whenMAJOR STREETS iii: Voters xC a combo htENT ruft,,AM1t aP' Forest Grout, ter Ivan !lu[nell card _ - t CURRENT FACILITIES JAIL 185 $5,545,381 $5,783,832 1 JAIL HEALTH - $863,797 $900,940 CCC 88 $1,996,537 $2,082,388 • SCENARIO 1 JAIL 407 $9,319,310 JAIL HEALTH $900,940 CCC 180 $2,124,387 COURT HOLDING $283,498 SCENARIO 2 JAIL 350 $8,777,040 JAIL HEALTH $900,940 CCC 180 $2,124,387 COURT HOLDING $283,498 0 i ! - 1I1 _ 1 - I. FINANCE PLAN I I j s 2. Resource Reduction Priorities Generally, the County will respond to major resource reductions in accordance with the priorities set forth below. In implementing the actions set forth f in these priority categories, the County will proceed as . follows: First, the actions described in Category I will be implemented. If that proves sufficient to deal with the revenue shortfall, then no further action will be taken. If that proves insufficient, then the County will proceed to Category 2. Only if those actions prove insufficient to deal with the problem will the County proceed to Category and so on to each succeeding priority category. 50 ttt 1 • FINANCE PLAN The remaining countywide services will receive steady or decreasing General Fund support Most of these latter services (principally certain surveying and planning programs, and certain educational and recreational programs) will contin- ue to be funded primarily by dedicated revenue sources. The County will not be the provider of last resort for these services. (Please refer to the section entitled "Fundamental Principles and Priorities for Service Delivery" on page 4.) Funding for service level commitments for the first five years of County 2000 was the new tax base approved by voters in 1986. Asa consequence of the passage of Measure 5, the 1986 s tax base had to be stretched to cover the 1992-93 and 1993-94 fiscal years and will continue to have to be stretched for future fiscal years, or possibly, until a new state and local government, financing mechanism is put into place in Oregon. Depending on what changes are made in Oregon's state and local government financing systems in Fiscal Year 1994-95, the County may need to seek a new tax base. Further, if no changes are made in Oregon's state and ~J local financing systems, the County will likely experience serious resource reductions, even if a new tax base is obtained. In the event of a reduction in resources, the County will be guided by the resource reduction strategy that follows. Resource Reduction Strategy 'Ihe potential components of any resource reduction strategy are essentially the same for all local govemments. The differences come in how these components are structured in any particular jurisdiction (i.e., what happens first, what programs, if any, are exempt from reductions, etc.). These components i include: i, j ■ Distinguishing between high priority and lower priority JJ Programs. ■ Incremental expenditure cuts. ■ Major program cuts. t ■ Across-the-board cuts in funding. Y ImOlementation of new revenue sources. - - rtr 49 FINANCE PLAN Cateaorvpriority Description InilialActions 1 Elimination of General Fund "block grant" support for outside agencies that are not funded by a dedicated revenue source ana I not controlled by the Board of Commis- { sioners will be proposed by the Budget "If no changes are Officer (County Administrator)' This made in Oregon's refers to funding of outside agencies whose programs theCounty has determined would state and local f- not be provided directly by the County, if the outside agency currently providing the nancing systems, the program did not exist If it is decided that this service would be provided directly by County will likely the County, then the County will under- take its normal evaluation process to de- experience serious termine whether this service would be most efficiently carried out in-house or resource reductia~ contracted out, and, if contracting is deemed most appropriate, a contract will even if a new tax be established for services. Foc those 1 programs that fall into this latter category, base is obtained. " their treatment under any expenditure re- duction scenario will be in accordance with where they fall in terms of general County 2000 priorities (i.e., Public Safety and Justice, Health and Human Services, I etc.). I 2 Moderate service level reductions will be proposed on a case-by-case bc;is. 'Muse 1 service level reductions will focus first on j reducing the additional general fund sup- „ port provided to the different areas of j County government (i.e., Public Safety 1 and Justice, Health and Human Services, General Government, etc.) since the in- - 'See attached Program Evaluation Criteria (Appendix A) i { tit 5t l~. ` ANCE P FIN LAN ccption of County 2000. Howaver, this does not mean that the exact positions or programs added since 1986 will be climi- nated, nor does it mean that each Depart- ment in an area will receive a reduction proportional to their prior increases. In- "If it becomes stead, reductions will be made in such a j way as to attempt to ensure balanced set- necessary to make vice delivery systems in those areas. SlgniflCant service Intermediate Actions (to be consideredonly i t level reductions, ilinltialactionsprovelnsuft'clent) I the goal will be to 3 Major new sources of discretionary reve- nue will be proposed (such as a County reduce the quantity sales tax or business occupation tax) and/ or dedicated revenue sources that the Cou n- of service provided ty has the authority to undedicate will be proposed for reallocation (such as Hotel/ rather than the Motel tax). 'this process will be conduct- { quality of service. " ed with extensive public participation. ( 4 Major program reductions will be pro- r posed in general accordance with County 2000 priorities.10 These reductions will ' fall into two general categories: First, are program reductions that will be proposed in response to a reduction in i County discretionary revenue. In this case, program reductions will be made by i service area in the following order: "Generally, the use of discretionary revenues to back-fill the loss of State-shared revenues for those programs for which the 1 stbte has primary responsibility will not be proposed Ercep- `J tions nzay be made on a case-by=case basis, focusing primarily on those programs that are part of a service delivery system for which the County has primary responsibility. tt 52 t t t t . } 1~ J1 FINANCE PLAN a) Culture. Education and Recreation, base level of Sheriffs Patrol, and certain Planning and r• 3 1 Survey programs. b) Health and Human Services and Public Safety andlustice (excluding base level sheriff patrol). Second there are program reductions that will be made in response to h significant reductions in State-shared revenues" for programs that are primarily the State's responsibility. In this case, the County will consider returning responsibility to the State for operating those programs. In deter- mining which programs will be returned I to State control, first priority will be I i given to those programs that are part of j 01 a service delivery system for which the State has primary responsibility (such as Aging Services). In the case of those " State-funded programs which are part of service delivery systems for which f f the County has primary responsibility (i.e., Community Corrections), the County will evaluate the impact on the rest of that service delivery system of resuming responsibility to the State. "State-shared revenues are funds that come to the Counry from r*' the State, tither as dedicated funding jor• specific programs or v as discretionary revenues from miscellaneous state tares (i.e.. liquor and cigarette tares). ttt 53 j • FINANCE PLAN •t. ExtremeAcdons (fo be considered only as s lastresort) 5 A reduced County work week will be proposed to achieve salary cost savings. 6 rail ingsufficientcombined revenue and expcnditurechanges to balance the bud- get and maintain an adequate service ' level for State-mandated programs. the County will need to take the necessary steps leading to obtaining protection I from debt and obligations through au- l ff thorized restructuring. ~ f 1 ttt 54 { - - EXAMPLE TAX REDUCTIONS PROJECTED UNDER BALLOT MEASURE 47 e Property 1996-97 1997-98 Projected 1 Tax Bill Projected Bill Reduction d House $1,441 $1,048 $393 Hillsboro 1,230 sq. ft. 96 av. = $112.500 95 av. = $ 87,000 Apartment complex $154,793 $138,485 $16,308 388 units 96 av = $11,688,100 95 av = $11,335,900 Office Building $5,865 $4,314 $1,551 7,664 sq. ft. . 96 av. _ $508,400 95 av = $408,200 ' t Ballot Measure 47 Tax Limit Formula: 1. 1997-98 limit (excluding levies to pay bonded debt) is the lesser of the following: a) 94-95 tax or I b) 95-96 tax less 10% 2. In all future years, tax shall not exceed previous year's tax plus 3%. 3• Except taxes may increase under certain situations including improvements to property, rezoning, subdivision, lot line adjustment, annexation approved under certain conditions, disqualification from special assessment or exemption. U I J760 DOC ~ 11/12196 Expenditure Review Index Page No. A-1 Police Expansion 1 A-2 Purchase of Police Vehicles 2 A-3 Schramm Property Purchase 3 A-4 Gray Water Line 4 A-5 Cook Park Expansion: Lamb/Gray & Thomas 5 r B-1 Washington County Transfer of Jurisdiction 6 B-2 Durham Road Transfer; 79th/Durham Signal 7 B-3 Combination Sewere Cleaner g ` B-4 Building Maintenance Projects 9 B-5 Feed Store Parking Lot 10 ttt B-6 Visioning 11 B-7 Development Code Rewrite 12 B-8 Other Equipment Purchases - Vehicles 13 B-9 Portable Diesel Emergency Generators 14 C-1 Council Computer Purchase 15 { C-2 Cityscape 16 C-3 Cable TV Broadcast of Council Meetings 17 C-4 Mediation 18 C-5 Annexations 19 C-6 CITs 20 C-7 Funding for Social Service Agencies 21 C-8 Computers 22 i:~adm\cadiykxpiodx.doc F 1 t Expenditure Review Item: Police Expansion A-1 Report Prepared by: Ron Goodpaster Cost. $349,700, with an additional $132,943 that was anticipated to be budgeted in the 1997/98 fiscal year to complete remodeling inside the police facility. Source of funds. General fund. Are these funds budgeted this fiscal year? Yes. y" - When does a decision need to be made on the expenditure? As soon as possible. Justification/advantage of proceeding now. We had advertised the addition project and accepted bids on October 8, 1996 and we have until November 22, 1996 (next Friday) to accept or reject the bid. Both the architect and the contractor have been told the project has been put on hold at this time. Is there a lower cost option? With the uncertainty of the effects of the recent election on City funding and services, I would recommend that the project be put on hold for now and reconsidered when more information is known regarding the impact of Ballot Measure 47. City Administrator Recommendation - Delay the project. Unless we increase staffing as planned under the tax base approved in 1994, the expansion is not needed at this time. The plans can be used later. 3 Expenditure Review - Page 1 'bt i Expenditure Review Item: Police V hi lec A-2 Report Prepared by: Ron Goodpaster Cost. $130,330 1 ~ Source of funds. General fund. i Are these funds budgeted this fiscal year? Yes When does a decision need to be made on the expenditure? Within the nett few weeks. Orders from departments that sent in purchase requests in January were not honored and since there are no other vehicle bid options this year, there may be more vehicles requested that normal. Justification/advantage of proceeding now. The original request was to purchase five vehicles, one was for additional personnel to be hired in Patrol. Three were for Patrol replacements and one was to be used by Youth Services. In consideration of the uncertainty of the impacts of Ballot Measure 47, we have frozen hiring the new positions, thus eliminating one vehicle, made arrangements for the Youth Services position to use their vehicle another year and then purchase three for Patrol replacements. This would continue the rotation plan to keep the fleet in good shape, reducing down time for repairs, eliminate high mileage repair costs, prevent doubling up officers when patrol vehicles are down for repair, and spread mileage out to all the fleet vehicles. Is there a lower cost option? Purchase three vehicles. All three would go into patrol. City Administrator Recommendation - Continue the rotation plan by purchasing three vehicles now. 9 i. Expenditure Review -Page 2 r" -42 777 j 666 (0, Expenditure Review Item: Schramm Property Purchase A-3 4 Report Prepared by: Liz Newton Cost. 1 According to Ms. Schramm's accountant, her asking price is around $500,000. Barton e Delacy, our appraiser has the value at no higher than $436,000. In addition, a structural ` engineer's analysis of the building would cost from $3000 - $5000. A remodel of the building is estimated at $450,000 - $565,000, although since some of the work to repair the { building after the fire is currently underway, those costs may be lower. e Source of funds. General fund. Are these funds budgeted this fiscal year? No. ' When does a decision need to be made on the expenditure? According to Ms. Schramm's accountant, she is interested in leasing the building as soon as possible. Our opportunity to "tie up the building" will probably be gone when she signs a ! long term lease. Justification/advantage of proceeding now. Since Ms. Schramm appears to be interested in leasing the building, the advantage of leasing or purchasing the property now gives control of the property to the City to use entirely or in part as our needs dictate. Is there a lower cost option? In the short term, it would probably be a cheaper to lease the building with an option to buy and sub-lease the portions the city doesn't need immediately. City Administrator Recommendation - Continue discussion to acquire an option on the building. A lease with an option to buy in 2-5 years would allow us to have control of the building and plan for our needs. If we lease the facility now, we will need to secure a sublease to reduce our costs. Expenditure Review - Page 3 n Expenditure Review Item: Spy Water Line A4 Report Prepared by: Ed Wegner Cost. $83,971 Source of funds. General fund. i Are these funds budgeted this fiscal year? Yes k r When does a decision need to be made on the expenditure? As soon as possible. - Justification/advantage of proceeding now. The City of Tigard has committed $88,971 to Phase 2 of the project, which is far enough along that we cannot back out at this time. f.- 1 Phase 2 is to bring the gray water line to the edge of the Thomas property. It will then be the City's project to cross the Gray property and into Cook Park. Is there a lower cost option? Phase 2 is to bring the gray water line to the edge of the Thomas property. It will then be the City's project to cross the Gray property and into Cook Park. This would be the portion of the project we could hold on at this time no expenditures yet because we are still working with the Cook Park Task Force in developing the Master plan for the expansion. J City Administrator Recommendation - Proceed with this project. We have committed to 1 it and the long-term savings are substantial. Expenditure Review - Page 4 Expenditure Review Item: Cook Park .x ancion A-5 Report Prepared by: Jim Hendryx Cost. $20,000 ($16,000 remains) Source of funds. Parks SDC , Are these funds budgeted this fiscal year? f Yes I When does a decision need to be made on the expenditure? ~ Now. Justification/advantage of proceeding now. The consultant is under contract to complete the Cook Park Master Plan. The City is in need of additional parking, sports fields, picnic shelter, etc. The City needs to determine its future park needs. Gray/Lamb/fhomas properties are not buildable. With the exception of 1 Metro's Greenspace Program, properties will remain undisturbed. Coordination with Metro _ !I and USA would protect future options for park expansion. Is there a lower cost option? Yes, stop study, but proceed with purchasing small amount (5 acres) of land or lease from 1 Lamb/Gray as needed. Recommendation: Not proceed at this time. City Administrator Recommendation - Continue discussion by the Committee to determine the scope of a Cook Park Master Plan. Use the remainder of the park planning funds as needed to fund the plan. Purchase those acres needed to carry out the plan, using city and non-profit league funds. 3 Expenditure Review - Page 5 f") Expenditure Review Item: Washington Co. Jurisdiction Transfer B-1 Report Prepared by: Jim Hendryx Cost. Unknown at this point. Estimate that up to five FTE's would be required to serve the area with building, planning, engineering, and code enforcement. Impacts on public works are not known at this time. Additional work space would be needed to accommodate new employees. No funding exists for this work space. 4 Source of funds. General funds would be used for the planning, engineering and code enforcement activities. 3 Funds for road maintenance activities are not known at this time. The fees charged for these services would be at Washington County's rate, which is significantly higher than Tigard's. Additional work would be required to determine if costs would be adequate. 4 ! Building activities would pay for themselves; uncertain about other services. Are these funds budgeted this fiscal year? No. j When does a decision need to be made on the expenditure? Immediately. Justification/advantage of proceeding now. Extensive work has occurred to get this project to where it is. Additional revenue would be generated by proceeding; however, total costs are unknown. The public would have the perception that services are expanding. Ultimately, annexation could result; however, actual costs/revenues are difficult to determine. Need to have additional information prior ,a to proceeding. 9 Is there a lower cost option? Yes. Limit the services that the city provides in the area to "fee supported" only. Proceed to get information on overall impacts. Recommendation: Not proceed at this time. City Administrator Recommendation - Discuss with Washington County Staff how to tl carry out the program while holding the County to its commitment to make the City whole for any expenses. ~ U Expenditure Review - Page 6 f Expenditure Review Item: 79th Av n r /D rrham Road B_2 a Signalization Report Prepared by: Gus Duenas Cost. $77,000 (plus $23,000 already expended) r Source of funds. 50% City of Tigard ($49,289 budgeted under the Gas Tar) 50% Tigard-Tualatin School District (up to $50,000 as their share of costs) Are these funds budgeted this fiscal year? Yes Project status: Design has been completed. Project is now out for bids (advertisement published 11/14/96 in the Tigard Times and Daily Journal of Commerce.) Bid opening is scheduled for December 10, 1996. Contract award is projected by the end of December and installation will be in the March-April 1997 time frame. When does a decision need to be made on the expenditure? Decide whether to award bid in December. Justification/advantage of proceeding now. We have already spent funds in anticipation of signal installation after the State turns the road over to the City. The City of Tigard has already spent approximately $23,000 for ; installation of conduits, signal loops, and other underground work, which were incorporated into the Durham Road Construction Project. The project now out to bid will procure and install the rest of the signal system to complete the project, including controller, poles, mast arms, signal heads, signal wires, and all other appurtenances required. In addition, the School District has reaffirmed its commitment to fund up to $50,000 as their share of the project cost. I talked to George Fisher, business manager for the District, and he confirmed that the School District is still participating in the project cost. Is there a lower cost option? At this point, there are no lower cost options. We have already saved possibly $10,000 or more by having the underground work within Durham Road incorporated with the ongoing construction project. This ensures that the newly constructed roadway will not be cut or I disturbed to accommodate this project. City Administrator Recommendation - Continue by installing the signal. This is a safety concern; we have expended resources to prepare for the signal and should complete the U project (with School assistance). Expenditure Review - Page 7 • -mom.-.--- 14 Expenditure Review Item: Combination Sewer Cleaner B_3 Report Prepared by: Ed Wegner Cost. $175,000 Source of funds. Stone Water Fund $87,500 Sanitary Sewer Fund 87,500 Are these funds budgeted this fiscal year? Yes When does a decision need to be made on the expenditure? As soon as possible. Justification/advantage of proceeding now. Bidding, ordering, and purchasing could take six to eight months. Specifications are currently being developed. This replaces a 1986 Aquatech Jet Rodder with a combination sewer cleaner. I would highly recommend proceeding due to funding sources (not general fund). Repairs are needed to Aquatech and to maintain our sanitary stormwater work plan. Is there a lower cost option? t City Administrator Recommendation - This piece of equipment is totally funded from dedicated funds; I recommend that it be purchased. g y• Expenditure Review - Page 8 i Expenditure Review Item: Building Maintenance Proiectc B4 Report Prepared by: Ed Wegner Cost..' . Drive up book drop for library $2,500 ! Replace carpet in library foyer 4,000 t Police Dept. office space reconfiguration and paint 2,000 Senior Center interior paint 3,500 Senior Center Carpet upstairs 3,000 y Replace carpet in Town Hall and RRCCR 4,500 Source of funds. General fund. Are these funds budgeted this fiscal year? Yes When does a decision need to be made on the expenditure? This fiscal year with enough advance notice to place in work schedule or order materials _ needed. City Admin. Recommendations on expenditures: Recommends: Drive up book drop for library Cancel project Cancel Replace carpet in library foyer Defer project due to Defer possible library expansion status Police Dept. office space Defer project DXer Cjm reconfiguration and paint Senior Center interior paint Last year we began working Fund Sr. Senior Center Carpet upstairs with the Senior Center Direc- Center toJ~~ for to get the Center back Projects ' 4 in shape. These are the two major projects scheduled for this year. Because of high amount of community use, we should proceed with painting and replacing the carpet this spring. Replace carpet in Town Hall & RRCCR Defer project; schedule for Defer cleaning after Tree Lighting Expenditure Review - Page 9 Expenditure Review Item: Feed Store Parking Lot B-5 Report Prepared by: Bill Monahan Cost. Engineering estimates that we can pave the lot, provide landscaping, and complete half- t' street improvements for approximately $55,000. The project could be completed in conjunction with the Chamber of Commerce construction project as the City and Chamber will have a shared access t. - Source of funds. General fund. Are there funds budgeted this fiscal year? Yes, see pages 143 and 144 of the budget. i When a decision needs to be made on the expenditure? _ ! The Chamber will likely begin construction in the spring or summer of 1997. Prior to that, the Chamber will need to know if the City parking lot will be built simultaneously with the Chamber project. Construction of an access on City land rather than Chamber land impacts the use and design of the Chamber project. As a result, a discussion in early 1997 will be needed. Justificationladvantage of proceeding now? The parking lot has been identified by the Downtown Merchants Association as a key project to stimulate economic revitalization of the area. If the land is not developed as a parking lot, the land will likely be used for parking, however, in an inefficient manner. In - order that our public property serve as a good example of how we expect property owners to maintain their properties, we should improve and maintain this land in accordance with our own regulations. Is there a lower cost option? In the short term, clean up the lot, secure it, prevent parking until the Chamber development occurs. i . City Administrator Recommendation - Hold off on design and construction until spring I to allow some time to sort out questions related to Measure 47. I Expenditure Review - Page 10 J NEW: - - - r-~ Expenditure Review Item: Visioning B-6 Report Prepared by: Liz Newton Cost The current budget for this item is $55,900 for this fiscal year, with an additional $15,000 expected as a grant from Metro. Source of funds. General funds. Are the funds budgeted for this fiscal year? Yes. When a decision needs to be made on the expenditure: Since the Visioning process is underway, any decisions about adjusting the budget should be made immediately so the process stays on track. Justification/advantages of proceeding now. In light of Measure 47, the Visioning process appears more important. It is an opportunity for citizens to work with the City to set a plan and priorities for the future and also provide _ input on what services are important to maintain and what are less critical. Is there a lower cost option? In reviewing the Visioning budget, the only discretionary dollars appear to be design of the logo and production costs for pins for the participants, a total of $3,700; celebrations and committee refreshments budgeted at $3,000, and contractual services for an Administrative Assistant budgeted at $33,280. The design for the logo has been donated by a Tigard High School student. There will be costs associated with preparing camera ready art work for the pins, but we may save $1,500 by having the art work donated. Perhaps refreshments for committee meetings and celebrations could be donated. A student intern has been hired to work half at a lower salary than budgeted for the Administrative Assistant. The total estimated cost is $7,280; $26,000 less than budgeted. City Administrator Recommendation - Proceed with the lower cost program. I Expenditure Review - Page 11 L~' f Expenditure Review Item: Community Development Code Rewrite B-7 Report Prepared by: Jim Hendryx Cost. $75,000 ($60,000 remains) ~i Source of funds. General Fund. 1 Are these funds budgeted this fiscal year? Yes. When does a decision need to be made on the expenditure? Immediately. - Justification/advantage of proceeding now. k The Community Development Code is in desperate need of a rewrite. It is confusing to the public and staff. The rewrite offers the opportunity to eliminate and streamline procedures. Revised Code could offer the opportunity to lessen the need for staff resources. i Is there a lower cost option? Yes. Reduce the scope of review to eliminate unnecessary standards and streamline the existing code. Recommendation. Proceed with the rewrite as currently identified. e City Administrator Recommendation - Complete the project as designed. A streamlined code should allow for easier administration. t; r. U Expenditure Review -Page 12 1. Expenditure Review Item: Two Utility Vehicles g_g Report Prepared by: Ed Wegner Cost. $40,000 I~ Source of funds. Sanitary Sewer Fund $ 5,000 Storm Water Fund 5,000 h Water Fund 10,000 Street Fund 20,000 Are these funds budgeted this fiscal year? Yes I When does a decision need to be made on the expenditure? { This fiscal year with enough advance time to assure delivery during the fiscal year. Justification/advantage of proceeding now. This represents two vehicles in Public Works, replacing two 1988 Chevy S-10 Blazers originally purchased by the Police Department as K-9 units. Supervisory personnel use these vehicles that are equipped and ready to respond to emergencies throughout the City. The replacement vehicles would also be a Blazer or equivalent, but with 4-wheel drive. Due to funding sources the money would be available (not general fund dollars). However, o if across-the-board savings are needed, we could delay the purchase of these two vehicles until early next year. Is there a lower cost option? Y Due to funding sources the money would be available (not general fund dollars). However, if across-the-board savings are needed, we could delay the purchase of these two vehicles until early next year. Another alternative would be to purchase one vehicle this year and another next year. Perhaps specifications could be written to bid in May/June to hold prices over and order another vehicle after July 1. f' J:i City Administrator Recommendation - Proceed with the purchase using dedicated funds. U Expenditure Review - Page 13 e7) Expenditure Review Item: Portable Diesel Emergency Generators B-9 Report Prepared by: Ed Wegner Cost. $56,000 Source of funds. Water fund. Are these funds budgeted this fiscal year? Yes k When does a decision need to be made on the expenditure? As soon as possible. 4 Justification/advantage of proceeding now. These 150KW portable emergency diesel emergency generators will be used at the pump f station at the 10 MG reservoir site and at the Bonita Road pump station or any other site t needing power. I know of no rental or company who could supply us with a generator if we would have a power failure for a prolonged period of time. We could delay until spring if need be or hold off on this expenditure entirely and gamble 4 that we would not have problems. Due to the funding source the funds are available (not general funds) and I would recommend proceeding with this purchase. Is there a lower cost option? If the City of Tigard and Washington County both declared emergencies and the 21, 2' Governor's office agreed, we may be able to utilize National Guard resources. City Administrator Recommendation - Proceed with the purchase. i Expenditure Review - Page 14 Expenditure Review Item: City Council Computer Purchase C-1 Report Prepared by: Paul deBruyn i Cost. $6,500 Source of funds. General fund. Are these funds budgeted this fiscal year? For three computers. When does a decision need to be made on the expenditure? Timing is up to the Council. If/when they want to be added to the e-mail system and be connected to the City network. Delaying the purchase will delay the access to the information. 1 Justification/advantage of proceeding now. See above. Is there a lower cost option? Purchase only one computer (for a cost of $3,000) and share it among the Council to begin training and to determine if they wish to use it. City Administrator Recommendation - Proceed with the purchase if Council members wish to connect to the City system. k r - t Expenditure Review - Page 15 A ~i Expenditure Review Item: C'ityscang C-2 Report Prepared by: Cathy Wheatley Cost. Estimated cost for an 8 page Cityscape (per issue) _ $6,625 ($79,500 per year) I( Estimated cost for a 12 page Cityscape (per issue) = 7,218 ($86,616 per year) °6 page and 10 page editions are more expensive for the printer because of paper layout/cutting. It is more expensive to do 6 pages than 8 (and more expensive to do 10 pages than 12). Source of funds: General fund. Is it budgeted this year? Yes. When a decision needs to be made on the expenditure? r Decision can be made at any time; no contractual obligation to consider. Justification/advantages: " Communication resource for announcements, City programs, Council issues (upcoming agenda items). In the past, many residents have noted they get their information about the City from the Cityscape. Regular features include: Mayor's comer, solicit applications for board/committee vacancies, CIT announcements, Library programs, conservation announcements, Council activities, utility billing announcements, non-profit organization announcements. Staff recommends City retains the Cityscape as a monthly communication tool. Is there a lower cost option? x 1. Eliminate Cityscape. 2. Reduce number of issues. For example, limit size to eight pages but when needed r publish special editions of 12 pages once or twice a year to publish survey results and include CIT map). i City Administrator Recommendation - Plan for smaller, eight-page editions, publishing 12 times a year. The Cityscape may be our best source of providing information to the public. Using it every month could allow us to reduce paid advertisements while reaching more people. Expenditure Review - Page 16 9 a Expenditure Review Item: Cable TV Coverage of Council Meet C-3 Report Prepared by: Cathy Wheatley Cost. Coverage is currently for two meetings per month @ $400 per meeting (if meeting lasts 15 hours). Annual cost budgeted: $9,600 t Source of funds. General fund. Are these funds budgeted this fiscal year? Yes. f When does a decision need to be made on the expenditure? Decision can be made at any time. We do have a contractual obligation to notify TVCA 30 days in advance of a cancellation of the contract. { Justification/advantage of proceeding now. i Cable coverage is a communication tool linking us to the citizens. With this service, the i public record also includes a video tape of business meetings/hearings. Is there a lower cost option? Eliminate coverage. Reduce the number of meetings covered. Recommendation: Cancel coverage on nights when there are no public hearings or a limited amount of business items. .3 i City Administrator Recommendation - Follow Cathy's recommendation, canceling coverage when possible. i Expenditure Review -Page 17 4 1. Expenditure Review Item: Mediation C-4 Report Prepared by: Liz Newton I Cost. a $23.075 for the program outlined on the attached memo. I - Source of funds. ` - General fund. When a decision needs to be made on the expenditure? The program is divided into three parts. A decision needs to be made by the first of the year if we want to fund a mediation pro Y gram in-house for fiscal year `97-'98 so that the program design and development can be completed by July. If the City decides not to ~ proceed with an in-house program, the $9,750 estimated cost could be saved. The City of Beaverton trains volunteers in the spring. The City needs to decide during the budget process if funds should be allocated for training for Tigard volunteers in fiscal year - `97-'98. The current budget included $325.00, which paid for Wendi Hawley's training. There are no additional funds budgeted for training in the spring of `97. Currently the City of Tigard paid the City of Beaverton on a per case basis to process Tigard cases. The current budget estimated 60 cases for this fiscal year at a cost of $200 per case for a total of $12,000. In the first 4 months of this fiscal year (July through October) only 6 cases have been processed. At that rate the City of Beaverton may only process 20 cases at a cost of $4,000, $8,000 less than budgeted. i Is there a lower cost option? f I would recommend that we continue to contract with Beaverton for mediation services and that we not design and develop a City of Tigard program at this time. This would bring the total cost to about $5,500 to offer the program instead of the $22,075 budgeted. City Administrator Recommendation - Contract with Beaverton to use that program. If Beaverton changes the program in response to revenue reductions, we may need to revise our approach. - i. Expenditure Review - Page 18 ? I I 4 NOV-18-1996 1518 CITY OF BEF&JERTON P.91 Post-W Fax Note 7671 Dw I$ p,o t. F-n :To ,inch Adlard, Chief of Staff; Phone FF P,,o a ebeccat A Sweetland -77,2977 FM e 344 ; If 28* 1996 i" ~~~a+d. Consultation Proposal . and I talked about three areas in which the City of Beaverton: Tigard in starting up their own dispute resolution program. low are the three, including cost to Tigard and a brief T : _ f and develop program This inchuies information about broclnz~s, f k - volunteer scheduling andlcapabllities, staff responsibilities, jbb' ' CIA ons, work flow patterns; statistical reports, materials and t eqdpmont, training requirements for staff and volunteers, etc. Cost: S.&/6 q (estimate two to three hours a week for one year, total: $7,800. T ayhd coordinate vohmtxrs: This includes braining Tigard vo imteers 1 - :m¢ 'Basic Mediation skills (40 hour training for those who have We t R o>ahi won training) and Casework Development (8 hour training for i is§e:iia have had comprehensive 40 hour trai~lg from approved other than Beaverton). Cost $650 per person if not volunteer :wA Beaverton for one year, $325 per person if volmteer with Beaverton ' : "four oeae year, and is available for referred Tigard cases_ (6 have applied,' ! isot*spend yet; possible total cost of $1,950 if all volunteer with ,4 L i = Seav+enon for a year) ! :-3'.° Meld 53 Tigard cases. This includes intake, case management, Joint s % follow-up, as well as ttaclang and statistical compilation. Cost: i ' ` -'Ob gear case, however, if a case goes over 10 hours, then $20/hour.. aa# 6011iial (possible caseload unknown; assume for budget purposes TO ' i ! p;month at $200 each, total cost of $24,000). .eta know if you world like anyadditional information. I will be sending j `ffiemfl. siml7ar to this one, once you and I talk about this and the figures _ • ' wrthyouur approval ~ r i Expenditure Review Item: Annexations C-5 Report Prepared by: Jim Hendryx Cost. Filing tees for the Boundary Commission range from $260 - $650 per application. Staff costs are based upon amount of time spent on processing annexation applications. Applicants do not pay for the cost of processing applications nor for the filing fees for the Boundary Commission. Source of funds. General fund. Are these funds budgeted this fiscal year? Yes. When does a decision need to be made on the expenditure? Immediately. Measure 47 has changed the ability for jurisdictions to increase ad valorem property taxes on newly annexed properties above the 3 percent limit per year. Voter approval is required in either a general election or special election (50 percent voter turnout)to go above the 3 percent limit. As a result, voter approval is needed before City tares can be levied. Justification/advantage of proceeding now. Specific properties on James and Marion Streets are having serious septic tank problems. These property owners want to annex to get City sewer service. Proceeding with annexation will allow the City to assist the property owners to address their sanitary sewer ~ problems. Additional information is needed to understand the full effects of Measure 47 and its impacts to annexation. 4 ; Is there a lower cost option? Uncertain. Recommendation. Need more information before proceeding. City Administrator Recommendation - Continue to develop information on the changing rules that apply to annexation. Proceed cautiously with annexation requests, shifting processing fees to applicants. Expenditure Review - Page 19 C Expenditure Review Item: "o m unity Involvement Teams C-6 Report Prepared by: Liz Newton Cost. On May 8, 1996, Wayne Lowry wrote a memo estimating the cost of the CIT program at s $27,025. A copy of the memo is attached. f Source of funds. General fund. Are the funds budgeted this fiscal year? Yes. When a decision needs to be made on the expenditure? Since this is an ongoing program budget adjustments could be made at any time, but changes any that affect the program should be discussed with the facilitators and members. Justification/advantages of proceeding now. Since the CITs are Tigard's citizens involvement program, I believe the program needs to be continued however, changes in the program could be made that would be less costly. a Is there a lower cost option? There are some changes that could be made that would lower the cost of the program without significantly altering the program. As illustrated on the attached memo, the largest cost of the CIT program is staff time. I suggest the CITs reduce the number of meetings held per year and that staff attend only as requested. The January meetings usually conflict with the holidays and the July meeting usually conflicts with the Independence Day holiday. I suggest these meetings be eliminated for a savings of $3,805 in staff time, mailings, postage, and refreshments. In addition, I suggest that the April meeting be a joint meeting to discuss the Capital Improvement Program. Holding one meeting in April instead of 3 would save an additional $550. In addition, I suggest that staff' attend on an as requested basis. The CIT members could determine as they set their agendas which Resource Team Members would be necessary. Perhaps only 2 not 4 staff y people would attend each meeting for an estimated additional savings of $8,971 per year. Further, we have already reduced our mailing costs this fiscal year to about 100 items per month by mailing only to those requesting agendas. This reduces the mailing budget by 75% or about $1,150. The agendas are also in Cityscape so most members don't mind not receiving ore in the mail. 1 We have reduced the Facilitator Training costs to about 5500, a savings of $475 by limiting the number of participants and shortening the training session to 6 hours from 12. The training is critical to support the Facilitators and we continue to get excellent feedback. j City Administrator Recommendation - Accept Liz's recommended course of action. s Expenditure Review - Page 20 r777 -7] f PAEMORANDUM CITY OF TIGARD, OREGON TO: Bill Monahan, City Administrator L z Newton, Assistant to the C;ty Administrator r FROM: Wayne Lowry, Director of Fina DATE: May 8, 1996 SUBJECT: Cost of CIT program As you know, Martha Bishop has asked me to determine the annual cost of the CIT I program. She wants to have this background so that she can determine if the funds to support the program are well spent or should be directed some other way to encourage citizen input. I have estimated the annual costs as follows: j1 Staff Time 48 meetings with ave of 4 staff, 3 hrs per meeting 13,250 "~Copies 150/mtg, 48 mtgs, .02/copy 144 Postage 400 items per month, 12 months, .32 each 1,536 Food/Coffee $15/mtg, 48 mtgs 720 Facilitator Training 875 Liz Newton Time 1.5 hrs @ $28/hr 250 days per year 10.500 Total 27,025 Note that the majority of the costs of the program are attributed to staff time totaling S23,750. F_ A I." i^ lJ f i 17: Expenditure Review Item: Social Service Agencies Funding C-7 Report Prepared by: Wayne Lowry Cost. The formula is .5% of the previous year's budgeted operating budget. This means that for 1997/98, the current policy for establishing the upper limit of such funding would be based on the current pre-Measure 47 operating budget. The current operating budget is $18,590,984..5% of this is $92,954; therefore, the limit for 1997/98 would be $93,000. ! Source of funds. General fund. i k Are these funds budgeted this fiscal year? Yes - current year is budgeted and partially expended. The decision now would be for next fiscal year and to determine policy for requests received outside the budget cycle. When does a decision need to be made on the expenditure? During the Budget Committee process. Justification/advantage of proceeding now. Is there a lower cost option? + City Administrator Recommendation - Divide funding into social service agency allocations and special events. Require agencies and events to demonstrate how the . services/events proposed will benefit Tigard citizens. Advise agencies that the formula will I be reevaluated in light of Measure 47 reductions in future years. j Expenditure Review - Page 21 I- i • Expenditure Review Item: Computer Purchases in General C-8 Report Prepared by: Paul deBruyn Cost. Amount budgeted for computer purchases: $167,000 Less amount already spent or committed ( 60,000) Amount Remaining $107,000 Of the $107,000 remaining, 561,000 is in the Library ($29,000 for CDROMS and $24,000 for automatic check out). Kathy tells me she is dropping $14,000 out of her requests and an I additional $8,000 from Computer Services can be dropped. `i Source of funds. General fund. I ti i Are these funds budgeted this fiscal year? Yes. All computers being purchased have been budgeted. When does a decision need to be made on the expenditure? - i Purchase dates would have to be determined by the individual department heads and their priorities. Justification/advantage of proceeding now. Individual project priorities determine purchase dates. Is there a lower cost option? Prices were reduced on October 1, so costs will be less than budgeted. Reducing warranty from two years to one year, and installing some hardware ourselves could reduce costs by j about $50 per computer. City Administrator Recommendation - Continue all computer purchases that have been approved. Next year and the year after, the challenge will be to maintain the systems, respond to user complaints, and stretch the replacement schedule of the system while maintaining an efficient system. B2dm\cathy\exp Ldoc i Expenditure Review - Page 22 -J1