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City Council Packet - 10/20/1998 •1' r~t ~ ;..,,~''r (j s µ ti, r^ ~ k ; rr ~rl i r irtY ~rti 7 ~ Csl !r ~ff.tt ~A'~,}f~r'~1'" ~^y~il 7,}µo 1~ ~I`•'I~V Itl~t`,} j' i.. 1 V ~ r 1 ~ S : r'Sl .i, ~;y tti• xJ ~t1 Ai "~'4 f t' vd a~ i' 1 t'., ~ Y t:r ' ~ t 1} d~ ".1 r1 G!•~ta`F" ~Mi 'tc rjraA yti $1 i ~"A 4~ ~1i:1 t t ?•t t. rti 1~ •irs }N1" 4 Il. t:j "'Sir^y,~n.. tr, t 1(xtlk Ilk 1 ; ` ) '.1 rt ~ yr!{ r K >f tY f ~ f ~~t}r~,+`, p'r'}t n. tl l r r?~i~'314 ~`',t t J r. ~ ftr f, t 1+'s 7rJ ! !lY y~t pp`y yn tr3. ~la;:. {vl)S~" ~ff r 1 7. r ~ th•1h~.~ x t A'3 ~ 1 t'~~!lS my " rr ~ xq} ' 1~;j1, r (r. }li(, 1 i t 1' ~ ~ s 11 !r rrrv 1,~ +'v 1 ail ~ ~ it 1 S " t S stf 'c ~ Y. 3 `f kY} ,7v li ! ] tit t 'yJ'c ! '9t{P 2 t ~ ~r~ 2~1 rYl{ J ( r+r!, { P k°a rr `F r 1~ o *F 4' t l k'l r 'i'';4r ~J l i s 11 i 1 1 c f r 1 r ty ! ,.r i t rt YZJ r ;furl { ' ~ jr~'rt 4vYi Irrr. 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" rt s TIGARD =CITY C®IL' r , 1 i - r 1 4.( ( R Y v 1A s w r r r t ; ~ ~ i' ritt +y , tf, Y f VlPORKSHOP 'i IN' "t: + Y Oor i 2 199 , j F , R i + r " r4 n ~.x Y ~ Ilal y Zl+ t c t Cr • COUNCIL MEETING WILL NOT:'$ { TELEVISE a r: 1 1 y S 1 w IY 14{~h~ (t Y +iy !i 7 err Y4 y.~ }x t~ r, a X~~~J { r4 1,1~~d iA3dmyess1cakcpkt2.doc ..4 r S., w 1 r. n u 4 f Ar\a~~9 yy . 5 `y : .!J' R S Yr Y~ a 4r 'K°}1 q) ti}y ((~Gll~7,?1FJ _'7)! a l t x l 4r i t 7 1 Y t Y ~ag.~'~( t t`~ ?e) Y} + it } ~i ~ d Jig ^j ~u ~t S7~y~`SCi!Mr ~ ~ >1 t fr jr,. f1t .7N~tr 4?4t 7~r Jy j ti I'll ~V4 CITY OF TIGARD 'f ~t~9Y y ',fit 1*4 PUBLIC NOTICE: Assistive Listening Devices are available for persons with impaired hearing and should be scheduled for Council meetings by noon on the Monday prior to the Council meeting. Please call 639.4171, Ext. 309 (voice) or 6842772 (TDD - Telecommunications Devices for the Deaf). Upon request, the City will also endeavor to arrange for the following services: • Qualified sign language interpreters for persons with speech or hearing impairments; and • Qualified bilingual interpreters. Since these services must be scheduled with outside service providers, it is important to allow as much lead time as possible. Please notify the City of your need by 5:00 p.m. on the Thursday preceding the meeting date at the same phone numbers as listed above: 639-4171, x309 (voice) or 684.2772 (TDD - Telecommunications Devices for the Deaf). SEE ATTACHED AGENDA COUNCIL AGENDA - OCTOBER 20,1998 - PAGE 1 AGENDA TIGARD CITY COUNCIL MEETING OCTOBER 20,1998 6:30 p.m. 1. WORKSHOP MEETING 1.1 Call to Order - City Council & Local Contract Review Board 1.2 Roll Call 1.3 Pledge of Allegiance 1.4 Council Communications 1.5 Call to Council and Staff for Non-Agenda Items 6:35 p.m. 2. REVIEW OPTIONS FOR DEDICATION AND IMPROVEMENT OF 107TH AVENUE • Engineering Department 7:05 p.m. 3. PARK AND RECREATION DISTINCT AND ATFALATI UPDATE • Administration Department 7:35 p.m. 4. REVIEW OF EVALUATION CRITERIA FOR LONG-TERM WATER SOURCE • Public Works Department 8:05 p.m. 5. PARK ENCROACHMENT ISSUES i Public Works/Administration Departments 8:35 p.m. 6. REPORT ON 4-WAY STOP AT ROYALTY PARKWAY AND NAEVE STREET 0 Engineering Department 9:00 P.M. 7. SOCIAL SERVICE APPLICATION PROCESS DISCUSSION 0 Administration Department 9:20 p.m. 8. DISCUSSION ON THE BALLOON FESTIVAL • Administration Department 10:00 P.M. 9. COUNCIL LIAISON REPORTS 10:10 P.M. 10. NON-AGENDA ITEMS COUNCIL AGENDA - OCTOBER 20,1998 - PAGE 2 10:30 p.m. 11. EXECUTIVE SESSION: The Tigard City Council will go into Executive Session under the provisions of ORS 192.660 (1) (d), (e), & (h) to discuss labor relations, real property transactions, current and pending litigation issues. 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. 10:50 P.M. 12. ADJOURNMENT 1: %D M\CATHY\CCA\981020. D OC i COUNCIL. AGENDA - OCTOBER 20,1998 - PAGE 3 COMMUNITY w r~ w~d+ 3 NEWSPAPERS, INC. Legal f P.O. BOX 370 PHONE (503) 684.0360 Notice TT 9 2 4 4 BEAVERTON, OREGON 97076 Legal Notice Advertising "City of Tigard • O Tearsheet Notice 13125 SW Hall Blvd. •Tigard,Oregon 97223 • O Duplicate Affidavit "Accounts Payable • AFFIDAVIT OF PUBLICATION STATE OF OREGON, ) COUNTY OF WASHINGTON, )ss' 1, Kathy Snyder being first duly sworn, depose and say that I am the Advertising. Director, or his principal clerk, of theTj ia rd-Tt,a 1 ati 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 Meetings a printed copy of which is hereto annexed, was published in the entire issue of said newspaper for n successive and consecutive in the following issues: nCtnhPr 15,1998 Subscribed and sworn t be re me thisl 5th day of October, 1998 OFFICIAL SEAL ROBIN A. BURGESS Not Public for Oregon NOTARY PUBLIC-OREGON COMMISSION NO. 062071 My Commission Expires: CQMMi6619N EXPIRES MAY 16, 2001 AFFIDAVIT - ThO following meeting highlights are published for your information. Full agendas may be obtained from the City Recorder, 13125 SW Hall Boulevard, Tigard, Oregon 97223, or by calling 639-4171. TIGARD CITY COUNCIL AND LOCAL CONTRACT REVIEW BOARD MEETING October 20,199S 6:30 P.M. TIGARD CITY HALL - TOWN HALL 13125 SW HALL BOULEVARD, TIGA tD, OREGopi Reports and updates to Council on the folloopics: n' a rs * Review Options for Dedication acid Improvamettt of 1070h Avenm * Park and Recreation District and Atft*.Updit . * Review of Evaluation Criteria foII Li 6t-Tsrm Water Source * Park Encroachment Issues * Report on 4Way Stop at Royalty Parkway and. Naeve Street * Social Service Application Process Discussion * Discussion on the Balloon Festivtd * Executive Session T M44 -Publish October 15, 199S. AGENDA ITEM # a FOR AGENDA OF October 20, 1998 CITY OF TIGARD, OREGON COUNCIL AGENDA ITEM SUMMARY ISSUE/AGENDA TITLE 107th Avenue Improvement Costs PREPARED BY: A.P. Duenas DEPT HEAD OK 0-/C+-"-CTTY MGR OK ISSUE BEFORE THE COUNCIL Information briefing to City Council on the improvement costs for upgrading 107`h Avenue (between Park Street and Cook Lane) to City standards. STAFF RECOMMENDATION Presented to Council for discussion and use in determining further action on the offer of dedication by residents adjacent to 107`h. The acceptance of the dedication offer is a policy matter that is presented to Council for discussion and direction to staff. Staff is prepared to follow through on whatever decision is rendered by Council. INFORMATION SUMMARY The residents of the private properties on the west side of the existing 107`h Avenue submitted a proposal offering to dedicate the right-of-way needed along their respective frontages and requesting City Council to accept the dedication and upgrade, pave, and maintain the existing street consistent with the streets in the surrounding neighborhood. Upgrading and paving this street would require design and construction of a drainage system to adequately drain the street and resolve the periodic flooding problem experienced in that area. This drainage system could readily connect to the newly installed underground drainage system in Park Street. Council discussed the offer of dedication during the business meeting on September 22, 1998. At that meeting, staff was directed to prepare a cost estimate for the improvements required to upgrade the street to City standards. There was discussion during the meeting about the possibility of the City and the residents sharing in the cost of the necessary improvements. Attached are two cost estimates, one reflecting an upgraded street with drainage ditches and the other depicting an upgraded street with an underground drainage system. The upgraded street with open ditches is estimated at $65,000. The upgraded street with the underground drainage system is estimated at $90,000. The cost estimates for the improvements are being sent to each of the property owners requesting the acceptance of dedication. Council's intent (expressed during the meeting on September 22) is to conduct further discussions during the meeting of October 20`h, and then take formal action on the proposal during the November 10, 1998 business meeting. As explained in the meeting of September 22, 1998, dedication of a 25-foot strip along the eastern frontage provides only half of the right-of-way required for this street. The Engineering staff and the City attorney's office are looking into the status of the eastern strip. The eastern strip varies in width from almost 25 feet on the north end adjacent to Park Street to approximately 23 feet adjacent to Cook Lane. A sliver of land from the existing lots on the east side would also be needed to provide the full 50-foot width. A title search has been initiated, and the results should be available during the week of October 12, 1998. An update on the status of the adjacent strip will be provided to Council as soon as it becomes available. OTHER ALTERNATIVES CONSIDERED N/A VISION TASK FORCE GOAL AND ACTION COMMITTEE STRATEGY N/A FISCAL NOTES There are no funds currently earmarked for a project on this street. 0citywide\sum\ G7cost.doc Cost Estimate Upgraded Street with Open Ditches 16.00 12.00 12.00 4.00 4.00 2% MIN. 2% MIN. 2.1 1 o _ fipk 2. /,3" 1 /2" AC 2" (3/4„^O„) 7" (2"-0") SW 107th Ave. Typical Section NTS Cost Estimate Upgraded Street with Underground Drainage System 16.00 12.00 12.00 4.00 4.00 2% MIN. 2%a MIN. . 3" 1 /2" AC 2" (3/4"-0") - 7" (2"_0") Storm Drain Pipe it ical Section SW 107th Ave. Typ NTS COST ESTIMATE 10/1/98 SW 107TH AVENUE ENGINEER'S ESTIMATE ITEM BID UNIT TOTAL NO. DESCRIPTION QUANTITY UNIT PRICE AMOUNT 1 MOBILIZATION L.S. $3,400.00 2 TRAFFIC CONTROL L.S. $2,000.00 3 EROSION CONTROL L.S. $1,000.00 4 CLEARING & GRUBBING L.S. $1,000.00 5 REMOVE TREES 4 EA $250.00 $1,000.00 6 REMOVE SHRUBS 10 EA $100.00 $1,000.00 7 SAWCUTTING 112 L.F. $1.50 $168.00 8 ROADWAY EXCAVATION 432 C.Y. $27.00 $11,664.00 9 DITCH EXCAVATION 207 C.Y. $27.00 $5,589.00 10 AGGREGATE BASE (2"-0") 300 C.Y. $50.00 $15,000.00 11 AGGREGATE BASE (11/2"-0") 70 C.Y. $60.00 $4,200.00 12 ASPHALT CONCRETE PAVEMENT 254 TON $40.00 $10,160.00 13 RELOCATE MAILBOX 4 EA. $100.00 $400.00 14 RELOCATE FENCE 150 L.F. $15.00 $2,250.00 16 ADJUST STRUCTURES 2 EA. $100.00 $200.00 17 TRAFFIC STRIPING 10 L.F. $6.00 $60.00 TOTAL $59,091.00 (+10% CONTINGENCY) $5,909.00 (TOTAL) $65,000.00 1AENG %KlP%107THEST.XLS • COST ESTIMATE 10/1/98 SW 107TH AVENUE ENGINEER'S ESTIMATE ITEM BID UNIT TOTAL NO. DESCRIPTION QUANTITY UNIT PRICE AMOUNT 1 MOBILIZATION L.S. $4,400.00 2 TRAFFIC CONTROL L.S. $2,500.00 3 EROSION CONTROL L.S. $1,300.00 4 CLEARING & GRUBBING L.S. $1,300.00 5 REMOVE TREES 4 EA $250.00 $1,000.00 6 REMOVE SHRUBS 10 EA $100.00 $1,000.00 7 SAWCUTTING 112 L.F. $1.50 $168.00 8 ROADWAY EXCAVATION 432 C.Y. $27.00 $11,664.00 9 TRENCH EXCAVATION & BACKFILL 207 C.Y. $47.00 $9,729.00 10 AGGREGATE BASE (2"-0") 178 C.Y. $50.00 $8,900.00 11 AGGREGATE BASE (11/2"-0") 70 C.Y. $60.00 $4,200.00 12 ASPHALT CONCRETE PAVEMENT 254 TON $45.00 $11,430.00 13 RELOCATE MAILBOX 5 EA. $100.00 $500.00 14 RELOCATE FENCE 145 L.F. $15.00 $2,175.00 15 MANHOLES 2 EA $1,800.00 $3,600.00 16 CATCH BASIN 4 EA. $2,000.00 $8,000.00 17 TRAFFIC STRIPING 14 L.F. $6.00 $84.00 19 12" PVC 395 LF $25.00 $9,875.00 TOTAL $81,825.00 (+10% CONTINGENCY) $8,175.00 (TOTAL) $90,000.00 11ENOMMIP107EMALS SW. PARK ST. STREET 15 350 FEET LONG, 24 FEET WOE 11200 SQUARE FEET 2 1 4' AC SHOULMR Ac sHOU~>~ N 1 SCALE 1" n 50' I SW. COOK LANE COVANC l 107th Avenue Residents Committee h*IeAj c/o Mr. & Mrs. Peters 13365 SW 107`h Avenue Tigard, OR 97223 x- (503) 639-2682 August 9, 1998 City Council City of Tigard, Oregon c/o Mr. William A. Monahan City Administrator 13125 SW Hall Blvd. Tigard, Oregon 97223 Subject: 107th Avenue Paving Project Dear Council Members: In an effort to upgrade the aesthetic and functional value of 107th Avenue, between Park Street and Cook Street, the community members listed below would like to respectfully submit the following proposal for consideration. Proposal: After talking with Gus Duenas, City Engineer, we wish to have the current SW 107`h Street between SW Park Street and SW Cook Street dedicated to the City of Tigard. Our expectation in having the street dedicated, with the appropriate 50' right of way (25' each direction from the center of the current street) would be to upgrade, pave and maintain the street to the existing neighborhood streets. At a later date, if the City decided to add bike paths or sidewalks, the appropriate footage would be there to accommodate. Advantases to the City of Tigard & the Community: ❑ 107th Avenue was slated to be paved by the City this fiscal year (until further investigation revealed that the City did not own the road) - therefore, the City had already deemed this a worthy project ❑ Adjacent homeowners will be donating the land to the City for this project ❑ Paving the road would improve the aesthetic value of the community while also mitigating unwanted dust and gravel strewn into windows, yards and ditches ❑ The safety of the members of the community would be increased by eliminating an unstable, potentially hazardous "gravel playground" used by road-racing youth ❑ Pavement and the appropriate drainage system would greatly augment the value of the recently completed "Park Street Drainage System" project City Council City of Tigard August 9, 1998 Page 2 ❑ Storm drains and the appropriate road contour would mitigate neighborhood water problems, as local homeowners have suffered from flooding for over 30 years By signature below, the residents adjacent to 107th Avenue in Tigard are hereby requesting that the proposal discussed above be presented for consideration at the next City Council meeting slated for September of 1998. Thanking you in advance for the Council's consideration of this proposal. Respectfully, Rose C. August Mr. & Mrs. Peters • 13285 SW 107'h Avenue 13365 SW 107'h Avenue resident & taxpayer for 31 years resident for 7 months & taxpayer for 25 years Mr. & Mrs. Kraft Mr. & Mrs. Hughes 13335 SW 107th Avenue 10695 SW Cook Lane resident & taxpayer for 18 years resi aver 6 years Mr. & Mrs. Rosenquist Mr. Tabert 10690 SW Park Street 13395 SW 107th Avenue resident & taxpayer for years resi t taxpayer for 5 years w ~L ~ ~ GCIiJ AGENDA ITEM # FOR AGENDA OF 10/20/98 CITY OF TIGARD, OREGON COUNCIL AGENDA ITEM SUMMARY ISSUE/AGENDA TITLE Park & Recreation Update & Atfalati PREPARED BY Mills & L. Newton DEPT HEAD OK Jam- CITY MGR OK ISSUE BEFORE THE COUNCIL Determine how the City should proceed in addressing the Tigard Beyond Tomorrow goal "Create a special parks and recreation district with the City of Tigard spear-heading the process and maintaining membership for its citizens". STAFF RECOMMENDATION None. INFORMATION SUMMARY As a part of the Urban Services Target Area in the City's Tigard Beyond Tomorrow visioning process, the Tigard citizens suggested the City `Create a special parks and recreation district with the Ci, of Tigard spear- heading the process and maintaining membership for its citizens". Attached is a memo from Loreen Mills & Liz Newton noting the citizens' direction for action for park & rec. review. An update of activities to date are listed below: a) Develop a short term pilot recreation program for school age children: City staff (Loreen Mills and Jeff Munro) have been working with K&C (a non-profit recreation program provider) and the Tigard-Tualatin School District to provide recreation activities for school age children as well as limited adult activities. The programs were run during Spring Break (39 children), Summer (125 children & adults); and Fall of this year (early enrollment count is 38). Special before & after school activities are also provided for middle school kids in Tigard. Since there is growing interest in the recreation program and it takes 3-5 years to build a strong program, City staff is drafting a proposed memorandum of understanding between the City, K&C and the School District to participate together in promoting recreation activities until a more formal park & recreation solution is found for Tigard residents. This document will be coming back to Council for review by the end of the year. It should be noted that this program is considered to be an interim alternative until the Parks and Recreation District question is resolved. b) Create a task force regarding development of a park and recreation district. Bill Monahan and Ed Wegner are meeting with the Atfalati group on Wednesday, October 14th. That group has been gathering information on how a recreation district could be formed. It has looked at the Oregon Revised Statutes, boundaries, options, process to establish a district, taxation issues, etc. The group would like to discuss its preliminary findings with Council and determine if there is Council approval to create one or gather more alternative options. See Wayne Lowry's memo (attached) which addresses property tax questions that the Atfalati recreation district effort has raised. After that meeting, material will be prepared for this packet and distributed with the "Council Mail" on Friday, 10/16/98. The Parks & Recreation Program concerns are also addressed in the Schools & Education Target Area in the City's Tigard Beyond Tomorrow visioning process. The Tigard citizens suggested "Schools and City government will work together to provide a community-based recreation activity program for young people". The Atfalati group has been investigating a tax-supported funding source to provide after-school sports and activity programs. See the attached memo entitled "Tigard Beyond Tomorrow Update" to see the action citizens' directed for park & rec. review. You will see many similarities between this and the issues under the Urban Services Target Area. As a reminder, any agreement or District formation for Park and Recreation purposes does fall under the requirements of S13122, the Urban Services Bill, which was passed by the Oregon Legislature in 1993. This legislation requires units of local government and special districts, where they exist and provide service within local government boundaries, to develop two kinds of agreements: 1. cooperative agreements that specify how the city and county will involve a special district in comprehensive planning and what the district's responsibilities will be, as well as the roles and responsibilities of districts with regard to the City's or County's approval of new development; and 2. urban service agreements that identify who, where and how providers of an "urban service" within an urban growth boundary will provide those services in the future. In SB 122, urban services include parks, open space, and recreation. OTHER ALTERNATIVES CONSIDERED 1. Consider inviting other communities to work with Tigard to provide recreation programs. Initial discussions have indicated that both the cities of Tualatin and Sherwood are not interested at this time in joining the City of Tigard in formation of a Park & Recreation District. 2. Contact with Tualatin Hills Park & Recreation District (THP&RD) to provide service to Tigard residents. THP&RD has indicated they are not interested in providing this service for the City of Tigard at this time. 3. Incorporate Tigard's boundaries into THP&RD. VISION TASK FORCE GOAL AND ACTION COMMITTEE STRATEGY Urban Services target area - see attached memo from Loreen Mills & Liz Newton. FISCAL NOTES The expanding pilot recreation program (noted in a. above) is requiring some City staff time and limited use of some City facilities (i.e., meeting room, parks) at this time. The creation of a Task Force or development of a Park & Recreation District is currently requiring some staff time. I:\CITYW ID EWIS ION\10-20SUM.DOC MEMORANDUM TO: Bill Monahan, City Manager / ~ V FROM: Loreen Mills & Liz Newton ~ RE: Tigard Beyond Tomorrow Update DATE: October 9, 1998 Since Council has a meeting scheduled with the Atfalati group in October, this is offered as an update on the direction given by Tigard citizens for Park & Rec. District review as part of the Urban Services Target Area in the City's Tigard Beyond Tomorrow vision process.. GOAL: Create a special parks and recreation district with the City of Tigard spear- heading the process and maintaining membership for its citizens 1. Develop a short term pilot recreation program for school age children. Educate partners/citizens about pilot program Gather volunteers and staffing for pilot program Create athletic and non-athletic recreational programs Develop training for staff and volunteers Cooperate with existing leagues and groups Address latch key issues Maximize use of existing facilities Address short term funding options, grants, fees, hardship grants Implement program Debrief to determine success of program and whether to continue This was accomplished by the City, Tigard/Tualatin School District, and Kids & Company 90197 through 3198. The program was so successful, that these partners continue to work together to offer year-round programming. This program is considered an interim alternative until the Parks and Recreation District question is resolved. 2. Create a task force regarding development of a park and recreation district. Appoint task force Educate partners/citizens re: community recreation needs & avail facilities Develop interest and representation for non-athletic recreational needs Assess community needs and resources Develop community-wide partnership Develop and utilize existing school/park facilities and properties Create a partnership to maintain existing facilities Address funding issues - bond/levy, prop taxes, private support, grants, fees Coop with existing leagues and groups Include Senior Center & Seniors as an essential part of the District's programs Staff has been meeting with the Atfalati group. The Schools & Education portion of the Tigard Beyond Tomorrow report also identified recreation program concerns. Listed below are those issues. GOAL: Schools and City government will work together to provide a community-based recreation activity program for young people 1. Identify community resources for supporting/ providing recreation and activity programs for young people Explore the possibility of local business sponsorship of clubs, athletic and recreational activities at all school levels Increase volunteer participation in leading club, athletic and recreation programs in middle schools, high schools and elementary schools Tie existing youth athletic programs more directly to schools with support of new Business partnerships Recruit senior citizens and other community volunteers to coordinate and teach hobby, activity and recreation classes 2. Investigate a tax supported funding source to provide after-school sports and activity programs for students Investigate the funding relationship between schools and cities in other local park and recreation districts Explore the city/school funding agreements formed in Lake Oswego and Ashland to fund student athletics and activities Create a Citizens Task Force to make a recommendation about forming a park and recreation district or establishing a City levy to fund student activities Establish a true Community Schools Program (offering after-school education, interest classes for adults as well as young people) through the Park and Recreation District Create an intergovernmental agreement between the Tigard-Tualatin School District and the cities of Tigard and Tualatin to develop/reconstruct school properties used for recreation i1citywide/atfalati. doc ( I MEMORANDUM TO: Bill Monahan, City Manager ' FROM: Wayne Lowry, Director of Finance RE: ATFALATI property tax questions DATE: September 25, 1998 You related two property tax questions to me that came up at the August 25, 1998 City Council meeting during the discussion of the ATFALATI recreation district effort. The questions were: 1. If a new district is formed by the voters, can it get a permanent tax rate under the ° new rules of measure 50? 2. How much capacity is there between the consolidated tax rate in Tigard and the measure 5 compression rate of $10 per thousand? I have researched both questions and offer the following answers. 1. Measure 50 set a permanent tax rate for each jurisdiction that had taxing authority. The measure provided the ability for newly created districts or those districts that did not have taxing authority to go to the voters for a permanent rate. Therefore, the ATFALATI district can get a permanent tax rate if it is approved by the voters. Some research will have to be done to determine if the permanent rate can be on the same ballot as formation of the district or if a separate ballot is required. 2. Tigard area consolidated property tax rates have historically been low compared to the measure 5 $10 cap. According to the 1997/98 Washington County summary of assessment and tax roll, the consolidated rate in most of Tigard is $6.45. This leaves substantial room under the measure 5 cap for additional levies should they be approved by the voters. I hope this information answers the Council questions. If you need more information, please let me know. MEMORANDUM CITY OF TIGARD TO: Honorable Mayor and City Council FROM: William A. Monahan, City ManagerC4~ DATE: October 16, 1998 SUBJECT: Council Agenda Materials for October 20, 1998 Agenda Item No. 3 is the Park and Recreation and Atfalati updates. Within the Agenda Item Summary, Section B, reference is made to a meeting that Ed Wegner and I had with Mayor Nicoli and Dave Nicoli of Atfalati on October 14, 1998. Dave Nicoli has provided us with additional material which will help Council to prepare for the discussion on Tuesday evening. That material is attached to this memo. WAM\jh attachment \\TIG333\US R\DEPTS\ADM\B ILL\101698-2. DOC. RTF ATFALATI RECREATIONAL. DISTRICT Friday, October 16,1998 Bill Monahan City Manager 13125 SW Hall Blvd. Tigard Oregon 97223 Dear Bill Monahan: Subject: Parks and Recreation District Presentation I am enclosing the outline and materials for our presentation to the council on October 20, 1998. We may have a few more handouts and will bring ample copies. Thanks for this opportunity and I look forward to meeting with you and the council. Sincerely, zid P. Nicoli President Atfalati Recreational District Enclosures (6) DPN 19600 SW CIPOLE ROAD TUALATIN, OR 97062 503 612-8200 AN ATFALATI RECREATIONAL DISTRICT Outline Presentation to the Tigard City Council October 20, 1998 Atfalati Recreation District Committee 1. Purpose of Presentation 1. Introduce ARD and Committee 2. Review with council need and support for improved Park and Recreation Facilities in Tigard area. 3. Obtain support and commitment to form a task force to further study options to form a district. 4. Appoint members to the task force from City, ARD, TTSD, County, Tigard residents in Beaverton School District AREA, Community and other interested parties. 5. Obtain commitment of funding to assist with consultant work to develop economic feasibility study and provide other assistance to support task force. II. Need for Park and Recreational bistrict 1. Review studies that have been done to date: A. Tigard Park, Recreation Facility and Open Needs Assessment, 1998. B. TTSD Facility and Fields Advisory Council Annual Report C. Tigard Beyond Tomorrow! ( Annual Report, January 1998) and from Tigard City Council Goals (1998) D. From the 1197 5B 122 process (Washington County Study by Cogan Owens Cogan) 2. To create a larger boundary that reflects the actual use by the residents of the City, Urban growth area, and the surrounding communities. 3. To generate funds to maintain our current facilities, build new facilities as required, and generate programs, as the public requires. III. The Basics of the Parks and Recreational District Concept 1. Different types of formation 2. Boundaries A. Tigard Area B. Include other Cities? 3. Taxes 4. Budget VI. The Timeline for district formation to meet November, 2000 election IV. Task Force Scope and Budget V. Conclusion Page One 19600 SW CIPOLE ROAD = TUALATIN, OR 97062 = 503 612-8200 Property Tax Revenue Capacity for a Tigard Area Park and Recreation District Typical Tax Rates for Tigard Service Area (per $1,000 of assessed value) 0 Pemaining Capacity $3.55 E Metro $10 $0.10 $8 OCity of Tigard 51 $6 _ x.07 a Port of Portland $1.53 $4 t7Tualatin Valley Fire and Rescue 2 . 0 Washington County $0 Typical Tax Rates for BeavertonrrHPRD Area (per $1,000 of assessed value) O Remaining capacity $10 IiTualatln Hills Parks 0.10 $8 O Metro $6 $0•07 O City of Beaverton $1.53 $4 O Port of Portland . ....r e ' 724 $2 flTtslatin Valley Fire and Rescue $0 0 Washington County Total Potential Tax Revenues and Comparisons to Tualatin Hills Parks and Recreation District Total Assessment Value for Tigard Urban Service Area $3,482,680,671 City of Tigard assessed value (77.9% of service area) $2,711,669,298 Remaining tax assessment capacity (based on $3.55 rate) $12,358,292 Potential assessment revenues assuming tax rate same as $4,560,570 for Tualatin Hills Parks and Recreation District ($1.3095/1,000) Potential revenues assuming $60/year payment, average $1,393,072 home price of $150,000 and assessment rate of $0.40/1,000 Potential revenues assuming $961year payment, average $2,228,916 home price of $150,000 and assessment rate of $0.64/1,000 Potential revenues assuming $114/year payment, average $2,646,837 home price of $150,000 and assessment rate of $0.76/1,000 Tualatin Hills PRD Annual Property Tax Revenues $12,995,701 Tualatin Hills PRD Annual Operating Budget $22,587,382 Tualatin Hills PRD Area Assessed Value' $9,924,170,294 Tualatin Hills PRD Total Population Served 190,000 Estimate based on tax rate and total property tax revenues COGAN OWENS COGAN 2 Comparison of Selected Park and Recreation Districts in Qregon systems permanent ment Charge How elected tax Rate Develop le unit # Bd. p 351$1,000 $950 per sing 11Y unit POP. Services offered mem3 ers County service district $ $650 per Mu►b'fam county District arks, (elected 90,000 Full service p camping, aquatitc commissioners) North Clackamas 9 Advisory committee Contact: Don Robertson park, senior center appointed by board (503) 794-8002 by zone $0.961$1,000 $662 per single unit 5 Elected at large $484 per muitafamiiy unit 21,000 Aquatic department, senior program and C center, rental ntle Contact' m Heidi Smith (503) 538-7454 facilities, various camps, spot dept. rec sasses (youthl le and adult) $1941$1.000 $1,000 for slug Elected at large mu18-family units 5 Wilamalane 501000 Senior center, rec. Contact. Dan plaza center, two aquatic numerous (541) 726-4335 parks, sports fields, rental $1.301$1.000 None facilities 5 Elected by district Senior center, five aquatic 190.000 centers, numerous parks, t Tualatin Hills park & recreation programs, natural Recreation District cial facilities 1998 public hearing Contact Nell y areas, spe COGAN (503) 545.6433 Rp Board and will be decided after a November 17, oWFrts before the THP c~o~ .q proposal for SDCs is currently Rates being proposed: $ 1,950 Single, family $ 1,499 Multiple family 1,375 3 Manufactured Housing $ 61 Nonresidential Election Timeline Atfalati Park and Recreation District The timeline below reflects two possible methods of initiation: 1) initiation by 15% of the registered voters; and 2) initiation by Board of County Commissioners. The target date is the November 7, 2000 general election. Formation Preparation: Sept. - Dec., 1998 Organize Steering Committee and formation process Jan.,- Feb., 1999 Select consultant to assist committee with formation process March -August, 1999 Determine/prepare: ♦ Type of district and governance structure o Park and recreation district program Boundaries of district ♦ Economic feasibility statement ♦ First and third year budgets Sept.,1999 Hold public meetings to discuss district formation Oct. - Nov., 1999 Final decisions on district formation Make final determination on formation method A or B Method A: Initiation by Petition of Registered Voters (Based on statutory timelines and requirements) October, 1999 Prepare petition materials November 10, 1999i File copy of petition, and supporting materials with County Clerk; begin circulating petition April 10, 2000H File voter petition (signatures) File city resolutions of support Provide bond or security deposit April 20, 2000 County Clerk verifies signatures May 10, 2000 FINAL PETITION FILING DEADLINE May 20, 2000 Final signature verification COG OWENS 4 coc;AN Method B: Initiation by Board of County Commissioners January, 2000 Submit proposal to Board of Commissioners, including: Economic feasibility study Feb. - June, 2000 Board work sessions and discussions; follow-up work Submit city resolution(s) of support Methods A & B: Board of County Commissioners Action to Place on Ballot June 29, 2000 County holds first public hearing August 18, 2000iv County holds second public hearing September 8, 2000 County deadline to approve measure on the ballot. November 7, 2000 General election on question of district formation and approval of permanent tax rate i No petition can be filed with signatures that are older than 6 months. Therefore, the petition should not be circulated too early or signatures will become void. li At least 180 days before the election iu Between 30 and 50 days after filing the petition Between 20 and 50 days after first public hearing v Must be approved at least 60 days before election day ORGAN OWENS 5 QOGM Task Force Scope Task: 1. Define service area of district II. Establish park and recreation district program A. Define alternatives B. Cost out alternatives C. Conduct poll D. Select program package III. Prepare economic feasibility statement A. Identify program costs B. Examine revenues from all sources C. Determine permanent tax rate D. Develop 1st and 3rd year budgets IV. Hold public meetings to discuss proposal & obtain feedback V. Decide on type of district and governance structure A. Name of district B. Number of board members C. Zone or at-large members D. Ex-officio members, if any E. Advisory committees VI. Obtain city resolutions A. Agreement on city facilities, equipment and personnel B. On-going coordination C. Final resolution VII. Prepare petition and supporting materials; submit to County Clerk o)G"M 6 me ation N l n Beds jp o and Recre Estimate of Park ice Area ~vtA:~ C Td Urban of Tigard and Urban Serv the g City area within its current 'ar rovide services eyer 2015• ,,Provider were to p dbeneeded nilseeded a new parkber of Additiona service AYta of Tigard and/or ar and facilities wou uses N"m Ti atdUiban if t rv he City additional p for 2u15 g Tigard fo11aw1ng Standard Unit for Planning ~ NRPA sting ice Area, the Units Standard Unit THPRD Standard 1995 Actual NRPA; Existing Standard Standard TIiPRD Tig d Type of Park or ar 12.9 1995 ° 74 79-128 F8C'tlit Trgard .3 THPRD 1A 1.0 to 2.0 106.2 acresjl,~ F°F~ 111 370-592 152.6 190.2 10.2 5.0 8.0 25 to 266 NA 1.5 Neighborhood 78.9 acresjl,~ 3.6 14A. 36 Park 395 acres/l,om Pop' 2.0 unit 114 NA Comm 632 NA 1 22 1 NA openspaceJ GreenwaY / ,Hiles/1,000 pop. 3 0 1.7 mi. 50,000 40,f~ 33 Natural Area 32.5 mi. NA 0 population/ 3,3 Trails 3 center NA 12,558 . 21,898 15 4.0 Community/ Rec ourt 25 population] c ' Center g 5 AD 10,715 37 outdoor 2,0(10 8 26 Covered 3 population/ 37 2.6 Basketball Courts 107 field 16,072 10,1100 37 37 2' 16,072 NA Baseball/ Softball 2 population/ field 2,000 Fields 117 20 3 3 population/ court 2 25,000 200 0 ills Park and r,,occer Field 91 Tualatin H 0 population/ Fool une, M1997; 2 1995• Tennis Court g Cogan et. A11 aster swimm Plan Draft 1 in Pool Project, Cogan Qwe~Year Comprehensive Ti and Area Urban Services Recreation District 20 Source: Beaverton) g NA = No standard; not applicable -cMAN OWENS 1995.E standards, TNPRD Ntaster plan, NRPA) of Tigard,1994, iation (ion -Facilities System Development Charges, CitY t National Recreation and park Assoc ii Park and Recreat BeavertonlTigard Area Urban Services .Pro sect FIRE LAW SANITARYSEWER & ENFORCEMENT STORMWA TER Aim- DRINKING WATER ROADS MASS TRANSIT PARKS, RECREATION &STREETS & OPEN SPACE COGAN OWENS COGAN MOORE BREITHA.UPT PACIFIC RIM RESOURCES, INC. June, 1997 This is an excerpt of a larger report. For the Beaverton/Tigard Urban Services Report Contact Mark Brown, Washington County Department of Land Use and Transportation FINAL REPORT OF TASK GROUP ON PARKS,. RECREATION AND OPEN SPACE . I. Participants The following agencies participated in the task group meetings: Agency Participant City of Beaverton Barbara Fryer City of Hillsboro* Jennifer Gardner City of Tigard Duane Roberts Tualatin Hills Park and Recreation District (THPRD) Andy Priebe Washington County Mark Brown, Larry Eisenberg *Ex officio Linda Davis, Cogan Owens Cogan, facilitated the task group meeting and prepared the evaluation of alternatives, assisted by Jim Breithaupt, Moore Breithaupt Associates, who prepared the financial evaluation. II. Issues The Task Group refined the issues in the Action Plan, specifically, the four alternatives identified. Alternative 1: Two providers: a) Tualatin Hills Park and Recreation District (THPRD) within Beaverton's urban service boundary; and b) City of Tigard within its urban service boundary. Alternative 2: One provider: THPRD for both Beaverton and Tigard urban service boundaries. Alternative 3: Two providers: a) THPRD within Beaverton 's urban service boundary; and b) a new park and recreation district that would include Tigard's urban service boundary and could also include the urban service boundaries of Tualatin and Sherwood. Alternative 4: City of Tigard contract with THPRD for recreation services for a) the Beaverton school district area; b) the entire city. Final Report - Parks, Recreation and Open Space Task Group 1 ( 1 III. Process Used The Task Group refined the four alternatives in the Action Plan. Consultants conducted an evaluation of the alternatives, examining both financial and non- financial aspects. Based upon the results of the evaluation, the Task Group arrived at a consensus concerning principles for urban service agreements for parks, recreation and open space. IV. Task group Conclusions and Recommendations The Task Group recommends the following principles for urban services agreements involving the governments within the study area:' A. Beaverton Urban Service Area (BUSA): • THPRD to be the provider of park, recreation and open space services for the City of Beaverton and the unincorporated area within the BUSA. THPRD may annex areas within the BUSA and expand to include all of the study area, with or without annexation by Beaverton. • Standards for park, recreation an d open space development will be per the THPRD 1996 20-year master plan, subject to limitations imposed by Measure 50 or subsequent measures to limit revenue. • The City of Beaverton, the County and THPRD should consider adopting a systems development charge (SDC) for future land acquisition and capital construction within the BUSA, based on the 20-year master plan. • The urban service agreement should reflect that the City of Beaverton now owns park land; mere ownership of land should not define Beaverton as a park or open space "provider" and the agreement should not restrict the acquisition of additional park or open space land in the future which can be then deeded to THPRD or contracted to THPRD for development, operation and maintenance. • The City of Beaverton shall contract with THPRD for development, operation and maintenance of land and facilities it owns. B. Tigard Urban Service Area (TUSA): • For the near future, the City of Tigard shall remain as the provider of park services within the City; as the City annexes, it would become the provider of parks in new areas. Within the Metzger Park LID, it would be a joint provider of parks (see below for further clarification). • Tigard would maintain its current level of services for parks as outlined in its Master Plan. While the City of Hillsboro participated in the Task Group as an observer, Hillsboro would not be subject to these recommendations. Final Report - Parks, Recreation and 2 Open Space Task Group • The City and County should further examine the feasibility of creating a park and recreation district for the TUSA. • The City of Tigard should expand its master plan to include the entire TUSA. The City and County should examine the feasibility of establishing a systems development charge for land acquisition and development of parks within and outside the City, within the TUSA. • The City of Tigard and the County will agree to allow the Metzger Park LID to remain as a "special purpose" park provider for as long as a majority of property owners within the LID wish to continue to pay annual levies for the operation and maintenance of Metzger Park as a separate entity. They will also agree to the continuation of the Metzger Park Advisory Committee. However, the County as administrator of the LID, may consider contracting operation and maintenance services to another provider if that option proves to be more efficient and cost-effective. This option would be presented and discussed with the Advisory Committee before a decision is made by the County. • The continuation of the Metzger Park LID shall not impede provision of parks, and eventually recreation service, to the Metzger Park neighborhood by the City of Tigard or a possible future park and recreation district. Continuation of the Metzger Park LID will be considered as providing an additional level of service to the neighborhood above and beyond that provided by the City of Tigard or a park and recreation district. Discussion: Based on the results of the evaluation, and input from the public meetings, the Task Group concluded that there are no reasonable alternatives to THPRD for the BUSA. However, for the Tigard area (TUSA), the extension of City of Tigard services, annexation of THPRD and the formation of a park and recreation district all have merit, with the latter having the most potential. A county service district organized under ORS 451 may be preferable to a special district organized under ORS 198 and 266 for reasons outlined in the evaluation. The concept of a park and recreation district will require further study; therefore, the Task Group believes that for the short term, the City of Tigard should be designated the park provider for the City and areas to be annexed. There. is not currently an entity to provide recreation services in the City or outside; this could be solved with the formation of a park and recreation district. The Task Group believes that an agreement to allow the Metzger Park LID to continue under any of the alternatives is beneficial to the residents of the Metzger area and should not impede the implementation of any of the alternatives under consideration for the Tigard area. Final Report - Parks, Recreation and 3 Open Space Task Group V. Effects of Measure 50 A financial evaluation was conducted to determine the effects of Measure 50 on the alternatives studied by the Task Group. It was found that all alternatives are negatively affected by this property tax limitation measure. Neither the City of Tigard nor THPRD may be able to continue to provide services at their current levels to areas that may be annexed to these jurisdictions under alternatives 1 and 2. The alternative that is least affected by Measure 50 is Alternative 3b, the creation of a new park and recreation district in the TUSA. Creation of a district would allow a new tax base to be established for land acquisition, development, operations and maintenance of park and recreation services. VI. Impacts Related to Annexation The expansion of THPRD to include all of the BUSA is responsive to annexation by the City of Beaverton - all areas annexed to the City automatically become part of THPRD if they are not already within the District. The District may also annex territory within the BUSA prior to city annexation. Therefore, THPRD is also a provider of park, recreation and open space services to the unincorporated area of Washington County within the BUSA. The expansion of the City of Tigard's services will also occur with annexation by the City. However, unlike the situation within the BUSA, Tigard will likely not extend services outside its boundaries prior to annexation to the City. Therefore, with the exception of the area within the Metzger Park LID, the unincorporated area of Washington County within the TUSA will not have a park and recreation provider in the interim. Final Report Parks, Recreation and 4 Open Space Task Group 1' r r SUMMARY EVALUATION OF ALTERNATIVES FOR PARK, RECREATION AND OPEN SPACE SERVICES Alternative 1: Two providers: a) Tualatin Hills Park and Recreation District (THPRD) within Beaverton's urban service boundary; and b) City of Tigard within its urban service boundary. THPRD: • There are no physical factors related to service provision other than those that relate to the location of urban service boundaries of the two cities. • Long-standing working relationship with City of Beaverton and Beaverton School District • Patrons of district have been loyal supporters politically and financially; reflects values of the area. • There are no other likely providers of PROS services outside the district within Beaverton s urban service boundary. • • Elected THPRD board accountable to all voters of the district, in and outside of the city. • There are no transition issues because no new units of government would be created. • Insufficient property tax revenue would be collected from the area to be served to pay the costs of operating and maintaining the facilities required to serve the area at the current level of service. City of Tigard: • There are no physical factors related to service provision other than those that relate to the location of urban service boundaries of the two cities. • Area residents must annex to Tigard to receive services; other than Metzger Park LID, no PROS services exist outside the City of Tigard. • The Metzger Park LID s future is independent of city annexation. • Accountability for PROS services is through the city council of the City of Tigard. • There are no transition issues because no new units of government would be created. • Insufficient property tax revenue would be collected from the area to be served to pay the costs of operating and maintaining the facilities required to serve the area at the current level of service. Alternative 2: One provider. THPRD for both Beaverton and Tigard urban service boundaries. • Direct impacts to Beaverton area are the same as with Alternative 1. • There are no physical factors related to service provision other than those that relate to the location of urban service boundaries of the two cities. • Character and makeup of elected THPRD board could change as it reflects potentially different values by annexing Tigard area. Evaluation of Alternatives for Park, Recreation and 1 ccx:A\ O WENS Open Space Services, Beaverton-Tigard Study C MAN M,,N uc~arn rnrre • A relationship with the Tigard-Tualatin School District would need to be developed to. provide similar recreation services received .by Beaverton. area residents. • Would resolve problem of Tigard city residents that attend Beaverton schools to receive the same recreation services that other Beaverton school children and parents receive. • Tigard would give up a municipal service that could be an incentive to annex. • Accountability for services in the Tigard area would change. • The Tigard area would receive recreation services that it currently does not have, and unincorporated residents would receive park services. • A transfer of personnel from Tigard to THPRD might be required. • Tigard's assets could remain with the City (ownership) or be transferred to THPRD. • Insufficient property tax revenue would be collected from the area to be served to pay the costs of operating and maintaining the facilities required to serve the area at the current level of service. Alternative 3: Two providers; a) THPRD within Beaverton's urban service boundary; and b) a new park and recreation district that would include Tigard's urban service boundary and could also include the urban service boundaries of Tualatin and Sherwood. Beaverton/THPRD area: • Same as Alternative 1. Tigard area: • Provision of PROS services to unincorporated area would not depend on annexation to Tigard. • Two types of district formation provided by ORS. • If city and district boundaries are eventually coterminous, the district would be automatically extinguished. • Formation of a district might remove an incentive to annex to Tigard, or it could become a unifying factor. • Formation of a district could be part of an overall strategy to provide interim and eventual PROS services. • Accountability would differ depending on the type of district formed. • A transfer of personnel from the City of Tigard to the new district may be required. • Sufficient property tax revenue would be collected from the area to be served to pay the costs of operating and maintaining the facilities required to serve the area, including capital costs. Evaluation of Alternatives for Park, Recreation and 2 COGAN OWENS Open Space Services, Beaverton-Tigard Study area COGAN RKICUOPAMR ~1 a Alternative 4: City of Tigard contract with THPRD for recreation services for a) the Beaverton school.district. area; b). the entire city,. • Under (a), City of Tigard residents in the Beaverton School District would have the same recreation programs as those within the balance of the Beaverton School District in THPRD. However, this will create a disparity in services with the rest of the City of Tigard which would not have recreation programs. • Under (b), THPRD would likely need to contract with the Tigard-Tualatin School District for use of district facilities for recreation programs. • THPRD board members would not be accountable to City of Tigard residents. • THPRD could involve Tigard residents in an advisory capacity. • There would be no transition issues under this alternative. Evaluation of Alternatives for Park, Recreation and 3 7o-MN OW ENS Open Space Services, Beaverton-Tigard Study area OMAN amuo rAM 1 1 i EVALUATION OF ALTERNATIVES FOR PARKS, RECREATION AND.OPEN SPACE BEAVERTON-TIGARD STUDY AREA Prepared by Linda L. Davis, Cogan Owens Cogan and Jim Breithaupt, Moore Breithaupt Associates Four broad alternatives are evaluated for future parks, recreation and open space (PROS) in the Beaverton-Tigard study area. These alternatives are: Alternative 1: Two providers: a) Tualatin Hills Park and Recreation District (THPRD) within Beaverton's urban service boundary; and b) City of Tigard within its urban service boundary. Alternative 2: One provider: THPRD for both Beaverton and Tigard urban service boundaries. Alternative 3: Two providers: a) THPRD within Beaverton 's urban service boundary; and b) a new park and recreation district that would include Tigard's urban service boundary and could also include the urban service boundaries of Tualatin and Sherwood. Alternative 4: City of Tigard contract with THPRD for recreation services for a) the Beaverton school district area; b) the entire city. The process used to evaluate these alternatives is outlined in the Parks, Recreation and Open Space Action Plan methodology, December 19, 1996. The methodology conforms with requirements of ORS 195 (SB 122) for urban service agreements. The evaluation of each alternative discusses: 1) description of the alternative; 2) non- financial factors related to service provision, and 3) financial factors. A matrix summarizing each of the alternatives is presented at the end of the report. I. Alternative 1: Two providers: a) THPRD within Beaverton's urban service boundary; and b) City of Tigard within its urban service boundary. A. Description of the Alternative This alternative can be considered a "default" or "trend" alternative because, in the absence of any other decision, service provision will likely follow the current trend. Evaluation of Alternatives for Park, Recreation and 4 OWE\5 Open Space Services, Beaverton-Tigard Study area COGAN UCYCLEo rwr[R 1. Beaverton urban service area The THPRD is the only public provider of local parks, recreation and open space in the Beaverton urban service area.' When the District was established in the early 1960's, as required by state law, territory that is not already within the park district is also annexed as the City of Beaverton annexes. At the same time, the District can and has annexed beyond the City of Beaverton's boundaries to encompass 90% of the Beaverton urban service area. The only areas not already within the District are those in the very northern portion of the urban service area. The District currently has a total of 1,300 acres of park land and 185 park sites. About 80% of these sites are within the study area. In addition, it has several other facilities including seven swim centers, a senior center, and major recreation complex. In 1994, over 119,500 people resided in the portion of the park district within the study area of which 61,085 lived in the City of Beaverton. Approximately 11,600 people resided area outside the District in the study area. In total, 131,120 lived in this part of the study area in 1994. See Table 1 in Appendix 1. In this alternative, the District would expand to include all of the area of the Beaverton urban service area, either concurrently through annexation by Beaverton or through its own annexation. All annexations would be conducted according to ORS 222 and ORS 199 which requires approval by the Portland Metropolitan Area Local Government Boundary Commission (PMALGBC). By 2015, it is estimated that a total of 217,600 people will reside in the District within the study area.2 This represents an increase of 86,480 people, of which 28,830 will be through annexation and 57,650 will be as a result of further growth and development within the current district boundaries. See Table 1 in Appendix 1. The City of Beaverton's population may be the same as for the urban service area within the study area (217,600) or it could be larger, depending on how far west the city may extend beyond this study area. It is assumed that THPRD's level of service for the area annexed to the District would be the same as for its current district. 2. Tigard urban service area The City of Tigard is one of the providers of PROS in the Tigard urban service area. The Metzger Park Local Improvement District (LID) is the other. The City of Tigard provides park services only to the area within the city limits. The LID is under the ' Metro is a provider of regional open spaces z It should be noted that a portion of the current and future area of the District extends to the west outside the study area. Population figures presented here represent only those within the study area. Evaluation of Alternatives for Park, Recreation and 5 coGAN OWENS Open Space Services, Beaverton-Tigard Stridy area COGAN RVIMUD PAM . 1 . supervision of the Washington County Board of Commissioners and provides service within the unincorporated area .north of Tigard and in apart of northern Tigard that has annexed into the LID. The LID was formed in 1975 by the Washington County Board of Commissioners. In 1976, funding for the LID was approved. The purpose of the LID was to renovate and operate Metzger Park owned by the County, which had been closed due to disrepair and lack of funding. Formation of the LID included a Metzger Park Advisory Board. Over the years, improvements have been made to the park and recreation hall and is the pride of the residential property owners within the LID. The City of Tigard operates ten parks on 236 acres within the city. It does not have a recreation program. In 1994, 33,730 people resided in the City of Tigard and received city park services. In total, 49,530 people lived in the Tigard urban service area in 1994. The 1990 U.S. Census estimate for the Metzger Park LID is 6,730 people. Of this number about half (3,240) live in the City of Tigard and also received city park services. See Table 1 in Appendix 1. In this alternative, the City of Tigard would expand to include all of the area of the Tigard urban service area. All annexations would be conducted according to ORS 222 and ORS 199 which requires approval by the Portland Metropolitan Area Local Government Boundary Commission (PMALGBC). By 2015, it is estimated that a total of 74,040 people will reside in the urban service area and the City of Tigard. This represents an increase of 24,510 people due to annexation and real growth within the current city and area to be annexed. See Table 1 in Appendix 1. It is assumed that Tigard's service level would be extended to the area annexed. Service levels for this alternative are depicted in Table 2 in Appendix 1. B. Non-financial Factors Affecting Service Provision PROS services are not affected by physical factors in the way public utility services are. Sanitary sewer and water services are highly influenced by geography and topography. PROS services are more likely to be affected by geo-political factors the relationship to other units of government and their boundaries, some of which have been influenced by geography but are often a factor of historical events. 1. THPRD a. Physical factors/boundaries. THPRD's boundaries today reflect its beginnings in the immediate Beaverton area as it existed in the early 1960's together with opportunity to expand as eastern Washington County has grown and developed. As discussed Evaluation of Alternatives for Park, Recreation and 6 COGAN OWENS Open Space Services, Beaverton-Tigard Study area COGAN earlier, when Beaverton annexes, land is automatically also annexed to the park district Even so, most. of .THPRD.'s..expansion. has been. through its own annexation. Its boundaries today more closely match the Beaverton School District's than the City of Beaverton's and reflect the strong relationship the Park District has with the School District. This alternative would continue to relate to those boundaries. b. Socio-political factors. The District has a long-standing working relationship and strong identity with the City of Beaverton and Beaverton School District For example, several park sites that the District maintains are actually owned by the City of Beaverton. The District operates many recreation programs in the Beaverton schools and has purchased neighborhood park sites adjacent to schools. They all assist each other with landscape/ grounds maintenance activities. Patrons of the Park District (primarily taxpayers) have been strong, loyal supporters of park district programs, approving most bond issues and operating levies over the life of the District. This can be attributed to a collective value district patrons place on PROS services. It is likely that new residents have been attracted to the area because of the combination of the Park District and School District's reputation. This alternative provides some assurance that the values that have placed the District in the position it is today will continue in the future. If the District and City of Beaverton do not expand to include the area not already within the Districts boundaries, the area will not have park and recreation services unless Washington County provides them or another district is formed. Both of these options appear politically and financially unlikely. c. Accountability. The THPRD has an elected board of directors composed of five members elected at large for four year terms. The District is professionally staffed and has a strong presence in the community. The District recently completed a twenty-year master plan that had a significant public involvement component. There is no difference in accountability inside and outside the City of Beaverton. Beaverton city residents also have the city government that can act on their behalf concerning issues within the city. d. Transition issues. Because no new units of government would be created to provide services, transfer of personnel, equipment and other capital assets would not be an issue. 2. City of Tigard a. Physical factors/boundaries. In the same manner as THPRD, the City of Tigard's boundaries are based on history and expansion over time. There are no particular physical features affecting its eventual boundaries and provision of PROS services. Evaluation of Alternatives for Park, Recreation and 7 co 7N Open Space Services, Beaverton-Tigard Study area C,GAN ".OC LED PAPER Unlike the Beaverton area, where. residents in. and out .of.. the Beaverton city.. limits receive PROS services from the same provider, the provision of PROS services by the City of Tigard depends on annexation to the city. The boundaries of the Metzger Park LID reflect where backers of the LID were able to obtain support at the time the LID was formed. The area of the LID roughly approximates the historic, unincorporated community of Metzger, of which half now is within the Tigard city limits. Eventually, all of the community will likely be contained within the city. Unlike a district, the city can eventually encompass all of the LID and it will not automatically be dissolved. It would require a separate act of the county and/or city to dissolve it. b. Socio-political factors. Provision of PROS services by the City of Tigard depends on annexation by the city.3 In this manner, for this service, there is more at stake with city annexation than there is in the Beaverton area where the District is able to expand independently of city annexation. In Tigard, PROS services may be an incentive for annexation to the city for those who want them. The City of Tigard is conducting a visioning process which may help determine the desire and need for future PROS services by city residents. The City's offerings could change as a result of this process. The existence of the Metzger Park LID has been an issue in the past as the City of Tigard has annexed about half the LID in the past ten years. The City was concerned about "double-taxation" - residents being taxed by the City and the LID for park services, and possibly a lack of future support of the city parks program by the LID residents. The issue has abated in recent years and the City approved continuation of the LID within the city limits. At some time, however, if and when the city has annexed all of the LID, this may be an issue again. This is apt to be more of a political issue than a direct financial one. Overall, the LID should not significantly affect expansion of the city and provision of park services to that area over and above what those residents receive through the LID. At the same time, it is acknowledged that the LID residents feel threatened by city expansion and loss of identity and control they exercise through the LID Park Advisory Board (PAB). It may be possible that the City of Tigard and PAB could reach an accord that allows the people in the LID to determine their own destiny after complete annexation to Tigard. For example, it could operate similarly to a homeowner's association within a city. 3 Even though we generalize by calling services "PROS", Tigard does not provide recreation services at this time and this alternative assumes that they will not be provided in the future. Evaluation: of Alternatives for Park, Recreation and 8 COGAN OWENS Open Space Services, Beaverton-Tigard Study area COGAN UV V CLED rArva c. Accountability, City Council members elected by th e voters of the City of Tigard. are now and would continue to be accountable for these services. d. Transition issues. Because no new units of government would be created to provide services, transfer of personnel, equipment and other capital assets would not be an issue. If the Metzger Park LID is dissolved, the County could choose to transfer title of Metzger Park to the City of Tigard or retain title and contract with the City for maintenance and operation of the park. It is unlikely that such a transfer will have much of an impact on county employees but if it does, the provisions of ORS 236.605 to 236.650 may be involved. C. Financial Factors Affecting Service Provision The overriding financial factor affecting the provision of PROS is the projected availability of property tax revenues. While fees and charges are an important source of revenue for many recreation programs and some recreation facilities, property tax revenue is the predominant means of financing the acquisition, development, maintenance, and operation of parks, recreation facilities, and open space within the study area. For greater detail regarding the following financial projections of costs and revenues, please refer to Appendix 3. 1. THPRD serves unincorporated Beaverton Urban Service Area Projected Costs Capital Costs to serve existing population (1997 $8,560,000 Capital Costs to serve projected population (1997 $20,205,000 Cost to Operate and Maintain (1997 $3,271,000 Cost to Operate and Maintain (2015 $5,568,659 Projected Property Tax Revenue collected from area to be annexed Projected Revenue Year 2015 $1,765,139 Cost to Operate and Maintain (2015 ($5,568,659) Projected Revenue Shortfall ($3,803,659) Insufficient property tax revenue would be collected from the area to be served to pay the costs of operating and maintaining the facilities required to serve the area at the current level of service. (See: Appendix 3 for detail) Evaluation of Alternatives for Park, Recreation and 9 ccx:.~~ OWE\5 Open Space Services, Beaverton-Tigard Study area CODA` RECVCLEOPAI4A 2. City of Tigard serves unincorporated Tigard Urban Service Area Projected Costs Capital Costs to serve existing population (1997 $10,872,000 Capital Costs to serve projected population (1997 $7,169,333 Cost to Operate and Maintain (1997 $422,000 Cost to Operate and Maintain (2015 $718,427 Projected Property Tax Revenue collected from area to be annexed Projected Revenue Year 2015 $152,711 Cost to Operate and Maintain (2015 ($718,427) Projected Revenue Shortfall ($565,716) Insufficient property tax revenue would be collected from the area to be served to pay the costs of operating and maintaining the facilities required to serve the area at the current level of service. (See: Appendix 3 for detail) H. Alternative 2: One provider. THPRD for both Beaverton and Tigard urban service boundaries. A. Description of the Alternative For the Beaverton area, the description of Alternative 2 is the same as Alternative 1. In this alternative, THPRD would expand to include the City of Tigard and the Tigard urban service area, as well as all of Beaverton s urban service area. All annexations would be conducted according to ORS 222 and ORS 199 which requires approval by the Portland Metropolitan Area Local Government Boundary Commission (PMALGBC). Annexation of the City of Tigard to the district would require an affirmative vote by the voters of the City of Tigard. A vote of unincorporated residents is technically not required unless a petition is submitted representing 15% of the electors, or 100, whichever is less, or unless a new tax base is involved. It is assumed that the City of Tigard would no longer provide parks and the facilities they currently own would be transferred to THPRD for operation and maintenance.4 The Metzger Park LID could continue to operate the Metzger Park or residents and Washington County could decide to terminate the LID and transfer Metzger Park to THPRD for operation and maintenance.5 The County could contract with THPRD for a Under such an alternative, it would not be required that Tigard transfer title to property it owns, but could do so if it wishes. 5 As with Tigard's park land, the county would not be required to transfer ownership of Metzger Park. Evaluation of Alternatives for Park, Recreation and 10 OWENS Open Space Services, Beaverton-Tigard Study area COG.. UCYCLED rAM maintenance and operation or it could continue to provide this service in the manner it does now.. . The total 1994 population within the study area is 180,650, of which 119,520 is in the current district boundaries within the study area. The 2015 population within the study area would be 291,640. THPRD's service area population increase due to annexation would be 102,870; an increase of 69,250 is due to actual growth within current district boundaries within the study area. See Table 1, Appendix 1. Service levels for this alternative are depicted in Tables 3a and 3b of Appendix 1. Table 3 shows service levels for the Beaverton and Tigard urban service areas. Table 3b shows service levels if THPRD annexed the City of Tigard and the City of Tigard plus the unincorporated area. B. Non-financial Factors Affecting Service Provision 1. Physical factor,%(boundaries. There are no particular physical factors affecting this alternative other than urban service boundaries. 2. Socio-political factors THPRD has a five-member board of directors elected at large, and covers the City of Beaverton and the unincorporated area of Washington County. Because the directors are elected at-large, instead of by district, there would not be a need to change the manner in which directors are elected. At the same time, there might be pressure to change, either to assure new residents of the Tigard area that they would be fairly represented, or perhaps by current residents of the District who might be concerned that their influence and control would be diluted by annexing such a large area. Whether a conscious plan to change is put in place or not, the character and makeup of the board could change over time to reflect the values and needs of a much larger district, which may or may not share the same values and needs as the current district. This could be a discomforting thought to current district patrons, district management and elected officials. The District has a long-standing relationship with the City of Beaverton and the Beaverton School District. Under this alternative, the District would need to cultivate a similar relationship with the City of Tigard and the Tigard-Tualatin School District to provide a similar level of service to areas annexed in the Tigard urban service area. The alternative would resolve one problem that currently exists for residents within the City of Tigard whose children attend the Beaverton School District. These children (and parents, too) cannot participate in District-sponsored recreation activities in the Beaverton schools without paying an "out-of-district" fee. Annexation of the Tigard area would solve this problem and allow these children and parents to receive the same services as others in the Beaverton schools. Evaluation of Alternatives for Park, Recreation and 11 CMAU OWNS Open Space Services, Beaverton-Tigard Study area CM-AN UCYCLMPAI'flt 3. Accountability . The major disadvantage of this alternative to the City of Tigard might be the giving up of a city-provided service to a special district. The City might see this action as eroding their image as an urban service provider and they may feel some loss of control over an important urban service. In this case, however, the District is an established entity with a track record, which might be more acceptable than a new entity which would have to start from scratch to acquire assets, establish a tax base and hire qualified staff. It is also possible that the City of Tigard and Washington County could enter into agreements with THPRD concerning many aspects of formation which it might not be able do with a new district (see discussion later concerning Alternative 3). The issue of accountability can be seen from two sides. Some would say that accountability is greater with a special district providing the service. The special district has one area of concern, in contrast to a city that has many different kinds of services it provides and may not be able to give the same level of attention to any one that a special district can. With a special district, some say, the board of directors is directly accountable to the voters and taxpayers for the services it provides. Others say that special district elected boards do not have the same type of accountability that cities do because they are not exposed to the same level of scrutiny by the media and the general public. Furthermore, they would say that cities have to select from a range of financial and social priorities and have greater control over the total tax burden for services. The issue of accountability in this case is not easily resolved. Both points of view have validity. At the same time, accountability may not be a major issue, particularly if agreements can be made ahead of time. 4. Level of Service A major advantage of this alternative could be the addition of recreation services and facilities that the City of Tigard and the Tigard urban service area do not have now. While the District would be in the same position as the City to initially establish these services, the District has the experience in knowing how to set up these programs. The area annexed is assumed to receive the same level of service that current residents of the District receive. An advantage of this is that the level of service is established and Tigard area residents could see what they would be getting in their area. A disadvantage could be that Tigard area residents might want different types of services or service levels. It might be difficult for the District to make such a distinction, especially if there were major cost differences. Evaluation of Alternatives for Park, Recreation and 12 M7 Open Space Services, Beaverton-Tigard Study area .ccvcitorrcA 5. Transition Issues This alternative would require transition of personnel, equipment and other capital assets from the City to the District. ORS 236.605 - 236.650 provides for the manner in which this must occur: "No public employee shall be deprived of employment solely because the duties of employment have been assumed or acquired by another public employer, whether or not an agreement, annexation or consolidation with the present employer is involved. Notwithstanding any statute, charter, ordinance or resolution, but subject to ORS 236.605 to 236.650, the public employee shall be transferred to the employment of the public employer which assumed or acquired the duties of the public employee, without further civil service examination." ORS 236.610(1) Typically, in other cases where a new entity has been formed and there would be an impact on public employees, transition plans have been put into effect to minimize the impacts. For example, transition plans often recognize attrition the impacted entity agrees not to hire replacement employees for those who leave employment, or the employer finds other employment for employees within its agency so that employees do not have to be transferred. In some cases, employees are given the option of transferring or remaining with the current employer, if a suitable position is found. In the case of specialized positions such as firefighters and police, all employees are usually transferred at one time and any "surplus" is handled through attrition. Thus there are a number of ways of handling the issue of employee transition in a non- threatening manner. Transition plans may have to be approved by employee collective bargaining units, depending on agreements in place. However, collective bargaining units cannot stop the formation of new units of government as long as the provisions of the ORS are met. As footnoted earlier, ownership of park land would not necessarily have to be transferred to the District. The District and City of Beaverton went through a transition of service after the District was formed in the early 1960's. The City owned a number of park sites. Many of these park sites are still owned by the City but are maintained and operated by the District to provide a "seamless" service. The same could occur in the City of Tigard. C Financial Factors Affecting Service Provision As with Alternative 1, the overriding financial factor affecting the provision of PROS is the projected availability of property tax revenues. While fees and charges are an important source of revenue for many recreation programs and some recreation facilities, property tax revenue is the predominant means of financing the acquisition, Evaluation of Alternatives for Park, Recreation and 13 O%VE%S Open Space Services, Beaverton-Tigard Study area COGAN Ylfll 11111'.11 development, maintenance, and operation of parks, recreation facilities, and open space within. the. study area.... For greater detail regarding the following financial projections of costs and revenues, please refer to Appendix 3. 1. THPRD serves unincorporated Beaverton Urban Service Area and Tigard Urban Service Area. Projected Costs Capital Costs to serve existing population (1997 $54,219,500 Capital Costs to serve projected population (1997 $33,941,667 Cost to Operate and Maintain (1997 $10,504,000 Cost to Operate and Maintain (2015 $17,882,357 Projected Property Tax Revenue collected from area to be annexed Projected Revenue Year 2015 $ 3,800,205 Cost to Operate and Maintain (2015 ($17,882,357) Projected Revenue Shortfall ($14,082,152) Insufficient property tax revenue would be collected from the area to be served to pay the costs of operating and maintaining the facilities required to serve the area at the current level of service. (See: Appendix 3 for detail) III. Alternative 3: Two providers; a) THPRD within Beaverton's urban service boundary; and b) a new park and recreation district that would include Tigard's urban service boundary and could also include the urban service boundaries of Tualatin and Sherwood. While potentially a new district could include other cities in Washington County, we have only evaluated the formation of a new district in the Tigard urban service boundary area. A. Description of the Alternative 1. Beaverton Area This alternative would be the same as Alternative 1 for the Beaverton area. Evaluation of Alternatives for Park, Recreation and 14 -777 Open Space Services, Beaverton-Tigard Study area REGYCLEDrAREA 2. Tigard Area Under this alternative a district would be formed in the Tigard urban service area to provide PROS services, relieving Tigard of providing its current park program and adding recreation services which it currently does not provide. Except for the residents within the Metzger Park LID, residents within the unincorporated area of Washington County in the Tigard urban service area receive neither parks nor recreation so this would provide an alternative for receiving these services without depending on annexation to Tigard, which could be many years away. This could be particularly attractive to unincorporated residents which either do not favor annexation to Tigard in the immediate future or desire a different type of service than Tigard currently provides. It could also be critical to obtaining park land before all land is developed in the unincorporated area. One of two types of districts could be formed to provide park and recreation services - a special district under ORS 198 and 266, or a county service district under ORS 451. ORS 198 pertains to special districts generally, and ORS 266 pertains specifically to the formation and operation of park and recreation districts. A special district under these statutes would be a municipal corporation with its own separately elected governing body. A county service district organized under ORS 451, however, is a district formed under the auspices and supervision of the county board of commissioners to carry out a specific function(s); it does not have a separately elected governing body. Both types of districts have similar powers to levy and collect property taxes, issue revenue and general obligation bonds, etc. Both types can be formed by a county board of commissioners, with approval by the PMALGBC. Voter approval is required to also establish a tax base for operation of the district, which is nearly always the case.6 A district that would include the City of Tigard would require approval by a majority of the voters within the City of Tigard. A subtle difference between a special district and a county service district is that a special district can only be formed to provide one or two related services. A county service district be formed to provide a number of different and unrelated services, either at the time of formation or later. The formation of a district could occur at any time and would not depend on annexation by Tigard. It could also be phased to include only the unincorporated area initially and later the City of Tigard, or visa versa. It could be formed in either of the two ways described above. With the county service district in particular, there could be considerable flexibility and variation on the specifics of its formation. We have included a case study of the North Clackamas Park and Recreation District which 6 However, if a proposal is put on the ballot with two questions whether to form and whether to approve a tax base - it is possible that one can be approved without the other. The formation of districts have been approved by the votes while the tax base approval has been withheld. Evaluation: of Alternatives for Park, Recreation and 15 c« OWENS Open Space Services, Beaverton-Tigard Study area COGA UE ILD rARO occurred in 1990 to provide an example of how a county service district could be formed ..under ORS. 451,, Other...q;pm.ples, include . Washington. County's Enhanced Sheriff's Patrol District and the Urban Road Maintenance District. Our own THPRD provides the best example of a special district organized under ORS 198 and 266. If a district is organized today to include all of Tigard's urban service area, it would have over 49,000 people (1994) and over 74,000 by 2015. We have assumed a level of service for parks equal to that of the City of Tigard today and a level of service for recreation facilities based on the National Park and Recreation Association (NRPA) where a standard does not already exist within the City of Tigard. However, with formation of a new district, any level of service could be proposed. See Table 4 in Appendix 1. B. Non-Financial Factors Affecting Service Provision 1. Beaverton Area m The same factors that apply to Alternative 1 apply to this alternative. 2. Tigard Area a. Physical factors/boundaries. The boundaries of the new district could be coterminous with Tigard's urban service boundary, or it could be larger to include other cities and unincorporated areas in southeast Washington County. If the district is formed prior to all the unincorporated area within Tigard's urban service area being annexed to the city, the district would be larger and more populous than the city. With full annexation of the city to include all the unincorporated area to make the boundaries coterminous, the district would automatically be dissolved per ORS 222.510. In such a situation, the district's assets would be transferred to the city. If the boundaries of the district are larger than those of the city, or the city consciously determines to leave out at least one piece of property, the district would remain. However, according to state law, the City can choose to withdraw from the district at any time. The Metzger Park LID could remain as is within the district to provide for operation and maintenance of the Metzger Park. It could choose to contract with the district for operation and maintenance or the county could continue to provide this service. b. Socio-political factors. With formation of a district prior to annexation of the unincorporated area to the City of Tigard to receive other city services, one incentive for annexation could be removed. On the other hand, if unincorporated residents come to like the park and recreation services of the district, there would not be a threat of these changing with annexation to Tigard. For example, with annexation to the City of Evaluation of Alternatives for Park, Recreation and 16 77 OWENS Open Space Services, Beaverton-Tigard Shady area COGAN arcvcten rAl'FR Beaverton since THPRD's formation, those being annexed are assured that they will receive. the same level-of.. park. and.,. recreation. services they have. enjoyed prior to annexation. The formation of a district to include all of Tigard's urban service area could also be a unifying factor that creates community identity for the area. This has been a significant factor for the City of Beaverton and THPRD. The unifying factor of a district might actually make it easier for the City of Tigard to eventually annex all the urban service area. If the district is established as a county service district, it could become part of an overall strategy for city expansion and eventual dissolution. A special district could be difficult for the city to influence and control, and if the district annexed territory outside Tigard's urban service boundary, it would be more difficult for the city to withdraw at a later date to provide park and recreation services directly. With a county service district, however, the city and county could enter into an intergovernmental agreement that specifically stipulates the boundaries of the district and provide for dissolution once Tigard annexed all the territory. The agreement would be binding on the county even with changes in commission members. The same arrangement would be difficult to make with a special district because there would be no legal entity for the city to enter into an intergovernmental agreement with until after the district was formed. At that point, a new elected board might not be willing to make the sort of agreements that the City would desire. If a district formed to provide services only to the unincorporated area, as an interim measure until the city annexed the area and provided services, this could make it more difficult for the City to annex the area. First, unincorporated residents might prefer district PROS programs over the City's, or if the City's are more expensive, they may not be willing to pay for them. If the City withdrew territory a little at a time as it annexed, this could cause the remaining portions of the district to become economically nonviable. The City would likely be more successful in making such transitions if the district is a county service district as opposed to a special district. A special district, with its own separately elected body, would likely be more concerned with "turf" and perpetuating itself whereas the county board of commissioners would not be threatened with dissolving itself. It would still have many other duties and responsibilities and might actually welcome the dissolution of the district upon full annexation to the City. c. Accountability. Accountability to the voters and to the City of Tigard would differ depending on which type of district is formed. A special district with its own governing body would be more directly accountable to the voters within the district. The Washington County Board of Commissioners would be accountable for a county service district, although as in the North Clackamas case, Evaluation of Alternatives for Park, Recreation and 17 cOGAN OWENS Open Space Services, Beaverton-Tigard Study area COGAN ucvctFDrAPG there is an opportunity for both the residents and the City to provide an advisory role, a role .that might. not be present in.a.special district.. This maybe .particularly important., to the City which might be reluctant to seriously consider a district at all the county service district potentially could provide it more initial control of its formation (see previous discussion and the case study in Appendix 2) and an ongoing advisory role. d. Transition issues. Pursuant to ORS 236.610, the formation of a district would require the transfer of personnel from the City of Tigard to the district to the extent that employees would be impacted by formation of the district (see previous discussion under Alternative 2). The city may or may not transfer land or equipment, as it wishes. If the district is eventually extinguished pursuant to ORS 222.510, personnel and assets would be transferred to the City of Tigard. Similarly, the Metzger Park LID could be affected by ORS236.610 if any county employees are in danger of losing their positions as a result of the formation of the district and the County decides to dissolve the LID. However, given the small scale of the operation, this appears unlikely. As discussed under Alternative 2, there are a variety of ways of managing transition of services without detrimentally impacting public employees and these can all be worked out ahead of time. C. Financial Factors Affecting Service Provision Alternative 3a is the same as Alternative 1a - THPRD extends its boundary as areas are annexed by the City of Beaverton, or as it annexes on its own. As noted before, we project insufficient property revenue from the annexed area to fund the current THPRD level of service for the current or projected population. As with Alternatives 1&2, the overriding financial factor affecting the provision of PROS is the projected availability of property tax revenues. While fees and charges are an important source of revenue for many recreation programs and some recreation facilities, property tax revenue is the predominant means of financing the acquisition, development, maintenance, and operation of parks, recreation facilities, and open space within the study area. Under Alternative 3b, we assume a new taxing district and a new tax base is approved by the voters of Tigard and the Tigard Urban Service Area. Under this general alternative we have created two sub-alternatives labeled 3b-1 and 3b-2. The difference between the two sub-alternatives is in the size of their beginning tax base. The tax base offered for voter approval in 3b-1 and 3b-2 is sized to include administrative costs and startup equipment costs. Alternative 3b-2 also includes an amount for annual debt service on facilities required to serve the current population. This levy would be subject to both the governmental $10 tax rate limit and the M50 frozen tax rate. Evaluation of Alternatives for Park, Recreation and 18 coc.~u OWENS Open Space Services, Beaverton-Tigard Study area COGAN ucrctEO r•rt. Under Alternative 3b-2,, the new district would undertake capital financing through the issuance of limited tax obligation bonds or certificates of participation, rather than general obligation bonds. By including an additional $3,000,000 for debt service in the voter approved tax base, the estimated growth in taxable value generates a much larger potential revenue stream than a tax base sized just for operating costs. In fact, by 2015 there is a $7,000,000 annual revenue difference between the two sub-alternatives. For both sub-alternatives we show a net positive revenue flow in the year 2015. The net positive revenue for 3b-1 has reached only $1,400,000 by 2015. However, for Alternative 3b-2 the year 2015 net revenue flow is about $5,000,000. Obviously, the new district would not levy more than it required as is implied by this result. However, the size of the projected positive cash flow gives added comfort to the conclusion that this sub-alternative is financially viable. Apart from the question of whether voters and existing governments would support the formation of a new district, there is an issue regarding the resulting composite tax rate. In our model, the assumed $9,000,000 tax base would require a tax rate of around $2.16 per $1,000 Taxable Value. Were this new tax rate to force overlapping taxing districts into rate compression (by exceeding the $10 limit), support for district formation from other governments might be limited. While Alternative 3b-1 shows a net positive revenue stream of about $1,400,000 in 2015, it has some serious drawbacks compared with Alternative 3b-2. The projected revenue surplus of $1,400,000 is only reached in 2015. In the earlier years, the cash flow could be negative depending upon the size of administrative costs and the rate at which facilities and their attendant costs were brought on board. Furthermore, if a district were formed without simultaneously providing for the acquisition of land, park development and other facilities development, there is a risk that voters might not approve the subsequent funding required to make the district operational. On the other hand, the advantage of not including capital construction money within the tax base, is that subsequent capital financing approvals could be made outside the M50 limits. For greater detail regarding the following projections of costs and revenues, please refer to Appendix 3. 3b-1. New District with $6,000,000 tax base sized to meet operating costs. Serves City of Tigard and unincorporated Tigard Urban Service Area. Projected Costs Capital Costs to serve existing population (1997$) $32,278,167 Capital Costs to serve projected population (1997$) $22,142,333 Cost to Operate and Maintain (1997$) $ 7,315,000 Cost to Operate and Maintain (2015$) $12,453,298 Evaluation of Alternatives for Park, Recreation and 19 coc:,~ti OWENS Open Space Services, Beaverton-Tigard Sturdy area COG AN ucYCt.co rrtR Will Projec.ted.P.roperty.Tax.Revenue, collected,(rom.area. to.. be annexed: Projected Revenue Year 2015 $13,886,314 Cost to Operate and Maintain (2015$) $12,453,298 Projected Revenue Surplus $1,433,016 Property tax revenue collected from the area to be served would be sufficient to pay the costs of operating and maintaining the facilities required to serve the area. (See Appendix 3 for detail). 3b-2 New District with $9,000,000 tax base sized to meet operating costs plus debt service required to serve current population. Serves City of Tigard and unincorporated Tigard Urban Service Area. Capital Costs to serve existing population (1997$) $32,278,167 Capital Costs to serve projected population (1997$) $22,142,333 Cost to Operate and Maintain (1997$) $ 7,315,000 Cost to Operate and Maintain (2015$) $12,453,298 Projected Property Tax Revenue collected from area to be annexed: Projected Revenue Year 2015 $20,829,471 Cost to Operate and Maintain (2015$) $15,681,115 Projected Revenue Surplus $ 5,148,356 Property tax revenue collected from the area to be served could pay the costs of acquiring, constructing, operating and maintaining the facilities required to serve the area. (See Appendix 3 for detail). IV. Alternative 4: City of Tigard contract with THPRD for recreation services for a) the Beaverton school district area; b) the entire city. Description of the Alternative This alternative only affects the City of Tigard. Under this alternative, the City of Tigard would contract with THPRD to provide recreation services, which the City does not currently provide. The City could contract for services for the area that is within the Beaverton School District (a) or the entire city (b). This alternative would correct a problem that exists in the portion of the Beaverton School District that is within the City of Tigard. Currently, these children and adults Evaluation of Alternatives for Park, Recreation and 20 CMA OWES Open Space Services, Beaverton-Tigard Study area COCAN utYCLFU r.ri■ cannot participate in THPRD recreation programs, including those which take place within the. schools, without paying am.put-of-district fee.. While these . recreation. programs are park district-sponsored, the perception by children and parents is that .children who attend the same school, some of whom live in THPRD and some who do not, do not receive equal benefits. This is not a school district problem but manifests itself more directly within the school system because THPRD uses school facilities for many of its recreation programs. B. Non-financial Factors Affecting Service Provision 1. Boundaries. The boundaries of the contract area would be coterminous with those of the Beaverton School District in (a) and with the city in (b). Under (a), the entire school population within the Beaverton School District would have access to the same recreation programs provided by THPRD without paying an out-of-district fee. This would eliminate the current problem that exists with children (and adults) who live in the City of Tigard and are also within the Beaverton School District who are unable to take advantage of THPRD recreation programs, especially those that are provided within the schools. Under (b), the enhre city would have access to these programs. Under (b), THPRD would likely need to enter into the same kinds of agreements with Tigard schools that the district has with the Beaverton School District. While the Beaverton District is within the City of Tigard city limits, it does not have any school facilities within the city at this time. Therefore, all Tigard residents would have to go to schools in Beaverton to take advantage of these services. It is possible that these schools could not handle the additional participation of Tigard residents, particularly under (b)- 2. Socio-political factors. Under (a), the current problem described above would be eliminated for Tigard residents within the Beaverton School District. However, a new problem could be created as the rest of City of Tigard residents would not have the some recreation programs as those within the Beaverton School District. This disparity is resolved under (b) where the entire city would have the same recreation programs. Because Tigard would contract with THPRD for these services under either (a) or (b), these areas would not be within the actual jurisdictional boundaries of THPRD. Therefore, the residents within the City of Tigard would not have a direct voice in the THPRD political process. For example, they would likely have to accept the programs that THPRD provides and would not have a direct ability, through the elections process, to impact changes they desire. Even assuming that the contract amount that Tigard would pay to THPRD for services under (a) or (b) reflects the full cost of THPRD's services, this arrangement, particularly under (b) would likely be politically difficult for THPRD. Residents of the City of Tigard may not understand how their services are different from those of residents within THPRD elsewhere. For example, the contract would not cover parks, and the Evaluation of Alternatives for Park, Recreation and 21 0WENS Open Space Services, Beaverton-Tigard Study area COGAN RrC ctxn rAMR types of parks and level of service between THPRD and the City of Tigard might remain very different, 3. Accountability. Because the City of Tigard would be contracting with THPRD for recreation services under both (a) and (b), there would be no direct accountability of the THPRD board to voters within the City of Tigard. Voters within THPRD would elect THPRD board members who would select program and budget priorities for patrons within THPRD as well as those within the City of Tigard. The Tigard City Council might have some influence over THPRD decisions, but they would likely be more in a position of either choosing to participate in THPRD programs as presented or not participating. THPRD could involve Tigard residents in planning and overseeing its programs, however. For example, THPRD could choose to appoint Tigard residents to various advisory committees and boards either as voting or as ex officio members. 4. Transition issues. Because no unit of government is being formed, nor would one unit be taking over the responsibilities of another, there would not be any transition issues associated with personnel or equipment. Financial Factors Affecting Service Provision We did not analyze Alternative 4 for three reasons. First, Alternative 4 in both its forms, is based on contracting for services rather than on the annexation of territory by a PROS provider. Second, contracting for recreation programs in the near future seems unlikely unless the City of Tigard was to reverse its current park policy - a policy that does not include recreation programs as a City service. Third, even if the City reversed its policy, it would have to budget general fund revenue for recreation program contracts at a time when local government general fund budgets are being severely tested by M50. Thus the Alternative appears to be not feasible at this time. Evaluation of Alternatives for Park, Recreation and 22 OWENS Open Space Services, Beaverton-Tigard Study area COGAN ucx~cur..rt~ Appendix 1 Tables of Population, Service Levels and Projected Needs Appendix 1: Evaluation of Alternatives for Park, Recreation and i COGAN OWE\S Open Space Services, Beaverton-Tigard Study Area COGAV RfEY EO PAff 0 3 Table 1 Current and Pro'ected Po ulation, Households and Em to went b Alternative 1994 Population Households Households Employments Alt. Components Populati on to ,11ene 1 A) THPRD for 80,550 126,920 Beaverton: 188,770 47,810 75,510 1,390 5,080 Current 714PRD 119,520 5 11,530 11,600 28,830 87,040 81,940 132,000 Outside THPRD 131,120 217,600 52'900 TOTAL North: 40,1?0 53,680 B) City for Tigard: 47,370 13,930 18,950 Currant City 33,730 26,670 6,320 10,670 2„600 0 Uninc. South 15,800 20,250 29,620 42,710 TOTAL South: 58,320 49,530 74,040 2 Oneproviderforall 801W 126,920 Beaverton: Current THPRD 119,520 188,770 47,810 75,510 801W 5,080 Outside ~ 11,530 1 Outside THPRD 11,600 28,830 40,170 53/" Tigard: 47,370 13,930 18,950 ON Current City Tigard 33,800 26,670 6,320 10,670 2,600 190 20 Uninc. South 15,800 ?3,150 116,660 12 710 TOTAL- 180,650 291 610 3 A) THPRD for ,510 80,,5550 126,920 75,510 5,080 Beaverton: 119,520 188,770 47,810 1 Current TNPRD 28,830 5,090 11,530 132,000 outeide111PRD 11,600 52,90A 87,040 ~ ~ 131,120 217,600 TOTAL North: B) New Service District: 170 53,W Current City Tigard 47,370 13,930 18,950 40, ~ ,770 49,530 26,670 74,040 20,250 29,620 42 'TUninc.OTAL South South: 15,800 33,730 6,320 10,670 2,600 5$320 87,040 81940 132,000 4 A) Beaverton Area 131,120 217,600 52,900 TOTAL North: 3,480 4,853 B)Tigard Area 5 647 1,744 a)Tigard wi/Beav. School 4,322 53167 36,690 District b)Balance of City of 29,408 68,343 12,186 26,957 40,170 Tigard 13,930 29,620 33,730 74 090 TOTAL South: Source: Metro, Washington County, Cogan Owens Cogan ii Appendix 3: Evaluation of Alternatives for Park, Recreation and Open Space Services, Beaverton-Tigard Study Area TABU 2 Altemahve ected14eeds Setyice Levels city of Tservice bound?'' THPRD art ¢ebYUarY,1997 and within t. v►sbari das,Y% b) City of rest Whole uum . an service botro to the HeaNu~ter of on s havebin ro unded u~ Number Additional Units 2015 um i Units N~ for with>riBeavert a THPRD additional 1995 Service pddiriona .D and ded for 2015 '(f1PRD Within City` tentative Trv0 Provid Aa protected needs in Standard Standard Unit for Level Nee t3utstde Al Unit ninsPurvoses Within outside City's plan Di~'~i`t District'► .u 8 acres f,ard ~PRD,,. T►sard' 5 units 1995 Actual acres m ►T pe of Park or Ti ~1iPR 59 acres 29 acres 67 acres y Facility 40 acres 11 43 acres 96 saes TNPRD T►6ard 1.0 .31 2.45 0 acres 8! acres 57 accts 51 acres 1,040 Pop. 2.2 3 6 A 25 14.42 ac 1.5 2.9 2 3.6 hb°rh°od 1~~ accee►1,400 P. no 1 ale 1 Neig, 78911 1pWpop. standard les TO park park 385 113.98 ac X2,9 for 28a' 9 ors NIX Cotnmutti 632A ptolectto►► 19 .05 2 centers 0 cent ovenSPac~ .05 58,40 N►A 1 1 courts court GreenwayI p 32 N►p 3 court Natural lea ni. n►iles4ft" 000po 50,000 2IA96 12,8`'8 courts 3fields i. 1 i,,utlor4 1 field 32,5 m NIP,- p° 12,8` 14f►elds . center 21,896Y'y 18 fields Trails 3 10,715 l field 2 fields n`un. Rec. populatton► courts COn 2.5 center 1,600 1+4 fields 2 Center 8 440 10,5 10,715 S fields 14 courts 1 court id►A 34 coup i N►p p~ls 1Pp° Coveted population/ 10 '715 1,500 16,072 2 other"ut~" Basketball 3 1;340 0 t 107 field 2,000 16972 noted 2 unl ss otherW i$e Courte ~putatton► field 21,` tan Draft 1 aril Softball cou 25A~ rt NIP, ens. Master 1' Baseba 3 t lnventorY Melds 117 2 Qulatiorulatior4 J Pool 20-ye, r COOP Tis d Fixed Asse g°ccer Field 51 N►p*'`a THpIZD Plan and the Te ms C°go01 8 SOU~gg parks Master Sw nttn Tigard 1994 SDC Study, the 1 r park' Re atian and f Alternatives S tcdy Area Appefldix 3: EvnllfatiBeav~'tfNl-T{$m'd o Q pert Spate Services, m^ LNI -logo 'TABLE 3A )Iternative 2 • ectedi4eeds' d P lH roj o Levels an d city es Service f Tigard Febr►tary,1r and urban service b° nom Units n and T'$ eareSt whole 14um O! for 2015 f for both $eavextode d up to the n TKPRD ed for der. have been roun n service Otte Provi al units Number of Addit'to201 5 unite Nee TotalTio u Alternat've 2. needs in addition Unit for area jeCted Standard rp~° Tot,d All, Pro Unit putetde ~ Standard Ylannin6 Yu ytiithin -1PRD utban urban 1995 ACtual Units 11tYRD'" Torn Distad", ~rvice area 643cres Dis aae6 88 acres 32 Type of pack or Facility 29 acres scree 267 acres A3 TIP 59 acres 43 acres 369 acres .(0,2151 ~pRD 1.0 0 acres 104 (p175) les 1.5 265""' acres 22 rm acres/1, Y 000 POP- no standard acres or &1 57 miles 1 center 1010 2 acree(l~ (or 3.6) or 41 9 miles 2 minters A to ood park 385 75. ac w pop. or 29 °d~ 47 miles 0 centers 5 coutte Net hborh 113.9 2centers lcourt 632 Communi Greenwa9l ,p00pop. 50.000 3coom 32ftetds lds a 325 mi. 1.71 mi. tionj center 21,8` 14f1 eldo fie opelk Nahual We attonj center 18 f ieids 22 fields 35 courts 3 0 PO ut 2,00 14 fields 48 couro : 3 pool Trails sec. Centex 2.5 8 fields 8 ulation) 14 courts 3 4po1 Common' etball pop Z 34 coins 1 pool noted eyed Bank 3 f ield pool unless 0therw C O 107 field 2,00 s l Cmtu populatton( othe1'w~:nOted Softball Fields 3 court 25,000 plan Draft.2 Baseball] 2 117 pop ula 0 ear Compre Fix hensive eti ter p'sset Inventory eSS populad tlonj YpOt field 91 0 TEIpRp 2 Y the Tigand Soccer urt 8 courceS: plan and Te'uus n pool th.19SS Parks Master e Swim 1994 SDC Study, Tigard iv Recreation acrd Alternatives Park, Area £vattiatiou of and Study o Append' 3e Services, $eav~tort- T19 open Spa N~ TABLE 3B Alternat've 2'x'1995 d p,,jected Heeds - ( d City o WIA ure Service Levels an ILD an WILD Ann exedthe a the cunt Pebrua►sY 1997 -jigara and i¢ City of. -gol awry. , ggD arrt Service o"xt Dsb 5 SeVsce t evel if nt service level if area w,,hi, the 99 ws the tune des d the t ~Tiyacd Column sho and the remain 1995 Service i1lPRD aoQtl` cxatton 1995: Last and Standard Unit tevel for c+xa and city Alta Alternative 2 in City of Ti$ Within UsB 1995 ActuatUnrta t1iPRr Trsara", citywca area,°°~ ,ryPe of Park or 9s 89 combined ,32 Facility rrgacd CtiPR~ ac~t,0o0 poP• 1 2.2 2.1 ~ 200 2.5 3.6 10.02 2 2 3.6 2,9 190.2 acceallA~ 00o po POp.P• POP- Nghborhood 464 acceelt, 1b 071 78.91 746 15 park 385 11398 .05 74,901 Contmuni 632 19 0 6913' open Space] mil"q,000 poP 58,' 21AOO Gxeenway/ 171 ml- 34 p,pulatt001 19.E Natural Area 32.5 mi• 3 center 0 21,896 Txaile 3 vopula►ianl y43 ConnunitYlRec. ~s 10.5 court 10715 Center g 1,600 1,873 Covered populatior+r 1,741 110 10'"ns 2,416 'Basketball 3 field 1 2,24b court s°o8' 107 populati04 16,072 Sasebal>/ Softball 120 field -11,9000 3 ,pulatio~ 0 26,113 elds 117 othetse noted Fi Field 93 court 21,` ft 1.2 un1 ess oth exti'ltse noted soccer 91 2 populatio+j Ppo1 s court rehensi'1e Master Plan Dra Tenor e 0 a ~ 2p..year Comp ue Tigard Fixea Asset Inventory it T14PI2 an swmmin pool Sources. Plan "SDC Study, the 1988 Parks Master Tigard 1 v afiues r Pa►k, Recreation and Attern f° Area Appendix Evn1u SerulceStiBeav ton-Ti $d Study o Open Space V~4 ,f. 1. Bj,E 4 five sterna TA Needs- 3 atwoal and Frolected of T;gatd ' Se1yiceLevels gD andC;ty trio } a new p ation dia 7 and recce p 'I'mo Febr+ta''1' ~ of t+er bound~Y; B b~ . Num Uniu Additiol y„a► on's a *,nsett'$e;viceice b0u°daq 0f ceded for 20Numbsr unite N ~ yTRDwuaeTip,ard s Additional rd Urban Vide t a '1 5Service Neededfor2at Total ftiBra A TWpyra level TIdPR~ Totalfkaverton service e~rvree paternative 3s Stan dardUnltfor puuide uses Urban Standard Unit ptanni ou Within Dietrict Area 1283 Tt6ard°°d` Distract x73 1995 'al VFW) acres 19 TItPRD Trbard 59 acres ~4 15254 Type of Park of FaClUty 11 4324 acres 369 OS Ti'Ara 0 acres 103.79 ti1pRD 1.0 245 265.29 acre Am Pop 2.5 22 3.55 acres acres 2 1 g9 10.02 1.5 29 5b 5 155 35 rrules .6 Or e1ghbothood 190 2 78.91 acres~l pop. 3~~ .05 47.3 miles 90 Centers 2 346 NA acre .27 2Centers 47 Pack 385 11398 0 A5 400 1.32 Courts 3.9 Comrttu 632 40A 58, 3.38 ()pert SQact 000 Pop' 50,000 -1 58 Courts 32 4 Gteenv+ay/ 171 mi mitesj4 21,5' 1,1 A f fields Z bt Nal Area nu. 0 ponter ty0~ 12'858'i'a 18 fields 4 2.61 atur 325 21,898' 10,715 22 Ttai18 3 1,600 14.4fietd6 48.4 3q nturtity~ gec ~pulationl 10,715 8 fields Cotrt t'5 center 2,()00 16,072 144 courts 312 1,500 34 courts 115 e5s odier~►~ noted Certtet 8 ~pulation( 16,012 1~ noted o,tdoo: 16,072 1,~Q0 ra ss othe Covered coos 3 field 2,OCA o Draft"- 2 a oral Basketball 00 107 ~pulation f reld 000 j6 X12 21,`100 aster Plan se tventot Ba~ball/ Softball t! 2. 20 t hy 2 ~pnlation! court 25000 Coalp reh stde~ive Fixed AsRD 2p.year a nd the Tig Fields 117 2 ~pulatio poor Sources: TIip std Study Soccer yield 91 0 98g parks Master Plan 13eaverton Ttg Tewu court n pool 8 19 SDC Study, the 1 ide of the ` outs Swu" Tigard including areas entire distnct~ ,K used for the the Mastec Plan, Vi 49 as ,248 service level in forecast of2 or aster existing plan, a 2015 five A, Table 3, pRp M Alterna For the TH TxpRD 1996 Master Plan, area. pon goals ►n the park? Reeation and u Based" Of Altertlatia $t11dy Area 3Evaltisti Beautott Ttg r. O Appendix • tce NR' Opel, Space Se-v service level derived for the City of Tigard, or existing SDC stud veto ment Charges stud 2145. ise noted. Recreation Facilities y) otherw population used in theTablSDeC3; study; 175,174, unless W Based upon the 1994 Park and System ~ stud and the fixed asset inventory. Master plan, from the SDC y ulation as used in'he'THPR i e SDC study, p• 13. Based upon 1992 p°p ulation, 32,145, as use Bated upon Tigard 1993 pop Master plan, 249,248' 996 etro for the study area; 28,830. population protection for 2015 in the THPR D 1 Y ,370• ecctio for 22015, 01 provided d by M Metro for the stud area, 47 Vii population pro). 26,b70. Yu; population proe ction for 2015 provided by Metro; ial use or linear Parks until further notice. ix population projection for 2015 p Metzger Park, spec dix B2 purchase, p. 29. x Does not include 199b Master Plan, Appel acquire( through Master Plan. Based upon THPRD 1R plans for 100 acres to be acq Plan e level, until further notice. THPRD 1996 Master s demand model as used in the THPRD 1996 my Using ses rather than .19, existing servic mi; pave Evans and Associate tanning purpo •32, standard unit for p No policy to provide. 175,174• Neither THPRD nor Tigard d upon include school district facilities' level in the Master Plan- ulation, or existing service s otherwise poked. xv;; Existing service level base P°n 1992 pop ernative A, Table 3, Table 3; 249,248' unles !,c to provide. Master Plan, At' Master Plan, es used for Alternative 2. xYiu No Po Y goals in the THPRD 1996 the THPRD 1996 lanning purpos 28,830. x~ Based upon projection as used in area, Based upon 2015 population Metro for the study 74,040 THPRD standards for p xx; Population projection for 2015 pr ov deed by Metro for the arks study until area ; further notice. eludes purchase of 100 acres. xxii population projection for r 2015 Pap special use or linear p plans in Master Plan. Laster Plan Alternative A xx;n Does not include M, THPRD serce level,1996 1996 THPRD M Master Plan• xx;v Based upon existing rovided through donation. the 1996 THPRD M xxv some expected to be p model as used in district facilities. xxvt pave Evans and Associates deman m s include school unless otherwise noted' x%Vii Neither THPRD nor Tigard figure Master Plan, Table 3;175,174, o ulation figure' xxv;;; Existing service level based upon 1992 the THulation. PRD 1996 13, ter unless otherwise noted. PRD and Tigard. population as used in 32,115 facility inventories from THd. 1994 P p xxu~ Based upon o ulation as used in the SDC s(175174) and 1985 Tigard 15,800)• xxx Based upon 1993 1 ulation figures from Metro ulation figures from Metro for .x Based upon 1992 pop and 1994 PoP ,730)• res from Metro for THPRD from Tigard used (33 Population figu arks until further notice. xxx;i Based upon 1992 special use or linear p . Tigard figures include school district facilities- Does not include Metzger park, at NRPA standards less Neither THPRD nor Tib Metro analysis of TAZ zones.. urban service boundaries) ,xxiv on Metro analysis of TAZ zrated areas within nxxv population forecast for THPRD base upon xxxv; population forefor thesouthern study area (City plus unincor xxxvi; New park district parks Master Plan. vii ulation as used in the THPRD 1996 7995 actual units. xx, it Based upon 1992 P°P ecreation and 11tation of Alternatives for ParArea % N AppQf1dix 3: Eva _Ti ard Study Open Space Services, Beavertorl N 0 a X"ix Based upon Tigard 1995 population as 35,000. xI Maintenance of existing service level for both jurisdictions. A For their purposes of projecting as if a new parks and rec. district were provided, 19% NRPA standards are used. xui Based upon existing service level -19%. xiiii Based upon existing service level -19%. XhV Neither THPRD nor Tigard existing units includes outdoor uncovered and half courts and school district facilities. x1v For the purposes of projecting as if a new parks and rec. district were provided, 19% NRPA standards are used. m Appendix 3: Evaluation of Alternatives for Park, Recreation and Viii - I Open Space Services, Beaverton-Tigard Study Area Appendix 2 Case..Sliady t North Clackamas Park and Recreation District a The North Clackamas Park and Recreation District was formed in 1990 as a county service district under ORS 451. It serves the City of Milwaukie and the unincorporated area around the city including Oak Grove and Sunnyside. The district was formed out of the concern that the urban unincorporated area was rapidly developing without park and recreation facilities. While Clackamas County had a well developed and managed system of rural county parks, it was not in the urban park business. Initial surveys that the county did prior to 1990 indicated a lack of support for a district serving all of the unincorporated urban area, but there was strong support in the Milwaukie area. The effort to form the district began by developing a twenty year master plan that established a vision and defined needed facilities and services. In May, 1990, toward the end of the master plans creation, a random sample telephone survey was taken of the Milwaukie area to test the proposal for creating a district to implement the plan. The survey indicated a tax rate of $.66/$1,000 assessed valuation as a tax base for the district with $10 million in capital improvements to be paid for out of the tax base over 15 years. Of those surveyed, 64% in the City of Milwaukie and 55% in the unincorporated area supported the district. The county proceeded with the district formation. The City of Milwaukie agreed to become part of the new district. About 60% of city facility users were not city residents. According to discussions with the City Manager, the City was facing budget cuts that would have placed parks in competition with police and fire. Formation of the district allowed the city to transfer this function without facing a budget cut. The city and county entered into an intergovernmental agreement prior to the election that addressed a number of transition issues including timing and financial issues related to transferring city-owned parks to the district for maintenance (they would stay in city ownership), capital improvements that the new district would make to a number of facilities, including a senior center, and other issues such as joint signage. The city agreed to transition all facilities by July 1, 1995. All parks personnel were to be transferred to the district and the city was to receive a $.5 million credit (cash) for its transferring equipment. All capital improvements to city-owned facilities were to be approved by the city. The city was guaranteed the same or greater service level than what they had prior to the district formation. The agreement also provides that the city may withdraw from the district at any time and "take back" its facilities for operation and maintenance - while allowed by state law anyway, this provided a greater impetus to work together. Appendix 2: Evaluation: of Alternatives for Park, Recreation and N COGAN Open Space Services, Beaverton-Tigard Study Area c°oc N V~CLFD PAM The district formation,w.ent ,before the, Boundary, Commission. in. July,., 199.0 and. was . approved. It was then placed on the November, 1990 ballot, at the same time as Measure 5 property tax limitation. In keeping with many of the contradictions of the time, voters within the new district approved both the district with its accompanying tax base of $.66/$1,000 valuation ($1.99 million) and the Measure 5 property tax limitation! After the district was formed, the city and county entered into a new agreement with the board of commissioners in the official capacity as the district board. Since the district was formed, its main objective has been to purchase land and build a major aquatic center, which has been accomplished. The county issued $12 million in revenue bonds for land acquisition and development, backed by property tax revenues. About 2/3 of the cost of operation of the district comes from property taxes with 1/3 coming from fees and donations. A parks foundation established in 1983 receives donations. One large business owner in the area contributed $1.0 million immediately after the district was approved. The city transitioned personnel and facilities to the district one year ahead of schedule. The city also received $.5 million from the district as credit for equipment that was transferred. The city used the funds to purchase additional park land and make improvements to the Senior Center. The district is governed by a nine-member Urban Parks Advisory Board appointed by and under the supervision of the county board of commissioners. Six of the positions are designated for particular geographic representation and three of the positions are at-large. For example, the City of Milwaukee and the Milwaukie Senior Center each have one position. The other designated positions represent neighborhoods outside Milwaukie. The City of Milwaukie s representative is a councilor. The district also has an intergovernmental agreement with the North Clackamas School District for joint use of facilities for recreation programs. According to discussions with the City Manager, the City still views itself as being in the park service business and, in effect, contracting the service with the district. He sees county service districts as transitional entities that allow urban services to be provided prior to annexation. A county service district is preferable to a special district because of the agreements that can be made before and after the district formation. The arrangement is the "best of both worlds". Appendix 2: Evaluation of Alternatives for Park, Recreation and X CMAN (WENS Open Space Services, Beaverton-Tigard Study Area COGAN ~ CLIUrAR4 Appendix 3 Financial, Model. Description of the Financial Model The overriding financial factor affecting the provision of PROS is the projected availability of property tax revenues. Fees and charges are an important source of revenue for many recreation programs and some recreation facilities. However, property tax revenue is the predominant means of financing the acquisition, development, maintenance, and operation of parks, recreation facilities, and open space within the Study Area. Oregon voters have adopted a new constitutional amendment (M50) that cuts property tax revenues by a statewide average of 17% for fiscal year 1997-98. It also effectively caps future property tax revenue for operating levies to an annual increase of 3% (plus revenue from new construction). As a result, property tax revenue available to fund PROS in the future will be greatly diminished in comparison to previous years. To quantify this property tax issue, we developed a financial model to project both anticipated property tax revenues and PROS financial requirements to the year 2015. To simplify the financial model, we focused our analysis on the operations and maintenance (O&M) costs associated with new parks and other recreation facilities that would be required to serve the current and future population within the unserved portions of the Study Area (see: Projected Facility Needs and Projected Facility Costs for each Alternative in the Model Output section following). Our comparative analysis of costs and revenues did not include the capital costs required to acquire and develop land or to construct new facilities - although we estimated and show these costs for each alternative (see: Projected Facility Costs). We assumed that PROS service providers would establish System Development Charges sufficient to meet the needs resulting from new population growth. We further assumed that general obligation bonds and capital serial levies outside existing property tax limitations would be used to acquire land and facilities to serve the existing population. Thus, capital costs would be outside the tax limit of M50, while O&M costs would need to be met primarily from "limited" property tax revenue. For the unnerved areas within the unincorporated Urban Service Areas of Beaverton and Tigard we used the projected facility needs to the year 2015 for each Alternative examined (see: Projected Facility Needs). The projected needs for the existing population and for anticipated new growth are shown separately on the Projected Facility Needs output for each Alternative. We then developed cost projections for 1997 and 2015 based on both the capital and O&M cost assumptions identified for each cost category and Alternative in the model (see: Projected Facility Costs). Appendix 2: Evaluation of Alternatives for Park, Recreation: and xi «K:.\ 0%%'E\% Open Space Services, Beaverton-Tigard Study Area COCA\ "CYCLED rm" Projected property tax revenues generated from the unserved areas after annexation are based. on: . , , . . approximated M50 frozen tax rates and assessed values for 1997-98; ® subsequent 3% annual growth in revenues plus the addition of 2% to account for new construction value. These annual projected revenues are shown on the Projected Tax Revenue tables for each Alternative. It is important to note that without an affirmative vote by the residents of an area to be annexed, it may not be possible to increase their property tax rate beyond the unincorporated area rate. However, legislative interpretations and future court decisions may shed light on this important issue in the near future. For this analysis, we assumed that the annexations in question could be accomplished under the method of annexation allowed when an Urban Services Agreement has been adopted and the planned annexation of areas is made a part of the Agreement. Under that method, a single affirmative vote of the combined residents in the annexing and annexed area is sufficient to both annex and increase the tax rate in the annexed area. However, the double majority requirement of M50 is likely to apply unless the election is part of a general election. Method of Analysis To predict the gross financial feasibility of each Alternative, we compared the year 2015 projected property tax revenue with the projected O&M cost for the same year. This modeling approach leaves out many other costs, such as those for administration, overhead, and recreation programs, and does not consider other revenues from sources such as fees, charges, and donations. Because there was such a large negative imbalance between projected costs and revenues for almost every Alternative we did not consider the effect of these lesser magnitude variables. Alternative 4 Excluded We did not analyze Alternative 4 for three reasons. First, Alternative 4 in both its forms, is based on contracting for services rather than on the annexation of territory by a PROS provider. Second, contracting fro recreation programs in the near future seems likely unless the City of Tigard was to reverse its current park policy - a policy that does not include recreation programs. Third, even if the City reverses its policy, it would have budget general fund revenue for recreation program contracts at a time when local government general fund budgets are being severely tested by M50. Thus the Alternative appears to be not feasible at this time. The Summary Findings of the Cost and Revenue Analvsis The projected year 2015 property tax revenues and 2015 O&M costs for Alternatives 1, 2, and 3 are shown in the following table. The table shows that only one Alternative is Appendix 2: Evaluation of Alternatives for Park, Recreation and xii COGAN Open Space Services, Beaverton-Tigard Study Area COG v projected to generate enough revenue under the model assumptions to pay the costs of ...!yeas 2p15. Facilities d&lv1•., This is.Altemative.3 - the creation of anew district. Financial Factors in Conclusion Current methods of municipal finance in Oregon appear inadequate to reliably continue the levels of park, recreation and open space service that citizens of THPRD and Tigard now receive. Without strong and continuing voter support for higher taxes when annexed, and the ongoing use of "local option" operating levies, the property tax system will not permit an extension of the existing level of service to the unincorporated areas as they are annexed. i Appendix 2: Evaluation of Alternatives for Park, Recreation and xiii col. 7 EN'S N Open Space Services, Beaverton-Tigard Study Area M GA uncunr•rtR Parks, Recreation and Open Space version 1.4a Summary Findings - Comparison of Year 2015 O&M Costs with Annual Property Tax Revenues Alternative 1a THPRD annexes that portion of the Beaverton Urban Service Area not now served Projected property tax revenues from the area in FY 2014/15 S 1,765,139 Projected O & M costs for facilities to serve the area in FY 2014/15 S X68,659) Projected Annual Revenue Difference S (3,803,519) Alternative 1 b Tigard annexes its Urban Service Area as sole Park and Recreation provider Projected property tax revenues from the area in FY 2014/15 S 152,711 Projected O & M costs for facilities to serve the area in FY 2014/15 S 0 (718,427.) Projected Annual Revenue Difference S (565,716) Alternative 2 THPRD annexes that portion of the Beaverton Urban Service Area not now served, City of Tigard and Tigard Urban Service Area. Projected property tax revenues from the area in FY 2014/15 S 3,800,205 Projected O & M costs for facilities to serve the area in FY 2014/15 S 17,882,357 Projected Annual Revenue Difference S(14,082,152) Alternative 3a - (same as 1 a above) Alternative 3b-1 A new Park and Recreation District is created to serve the City of Tigard plus the Tigard Urban Area wQ a tax base for operating costs only. Projected property tax revenues from the area in FY 2014/15 S 13,886.314 Projected O & M costs for facilities to serve the area in FY 2014/15 q_(12,453,298) Projected Annual Revenue Difference S 1,433,016 Alternative 3b-2 A new Park and Recreation District is created to serve the City of Tigard plus the Tigard Urban Area with a tax base for operating & debt service costs'. Projected property tax revenues from the area in FY 2014/15 S 20,829,471 Projected 0& M + debt service" for facilities to serve the area in FY 2014/15 S(15.681,115) Projected Annual Revenue Difference S 5,148,357 Estimated 2015 Cost of Administration S 1,245,330 Note: Alt. 3b-2 provides for debt service on capital cost to serve current population. Debt service on capital cost for future pop. assumed to come from SDC revenues. Moore Breithaupt Associates APPENDIX 3 Parks Recreation & Open Space Financial Evaluation of Alternatives Contents: Summary Findings - Comparison of Year 2015 O&M Costs with Projected Annual Property Tax Revenues Alternative 1 - Two Service Providers 1 a - Beaverton Unicorporated Urban Service Area to be served by THPRD Projected Facility Needs Projected Facility Costs Projected Tax Revenue 1 b - Tigard Unincorporated Urban Service Area to be served by Tigard Projected Facility Needs Projected Facility Costs Projected Tax Revenue Alternative 2 - One Service Provider 2 - City of Tigard and Unincorporated Urban Service Areas of Beaverton and Tigard to be served by THPRD Projected Facility Needs Projected Facility Costs Projected Tax Revenue Alternative 3b - New Service Provider created for Tigard and Tigard Urban Service Area 3b-1 - New District with tax base sized to operations and maintenance costs 3b-2 - New District with tax based sized to O&M plus debt for required facilities Projected Facility Needs Projected Facility Costs Projected Tax Revenue - alternative 3a Projected Tax Revenue - alternative 3b Estimated Administrative and Startup Costs Fiscal Year 1995/96 and M50 Calculations Moore Breithoupt Associates ~ Parks, Recreation and Open Space Alternative la - Projected Facility Needs Beaverton Urban Service Area (BUSA) Outside THPR District Projected Facility Needs from: "Service Level and Projected Needs - Alternative 1, Feb., 1997" Assumed Population 1992 1997 2015 Total THPR District 175,174 191,277 249,248 BUSA outside THPRD n/a 12,420 28,830 Facility Needs to provide THPRD planning Level of Service (LOS) Planning --Required to Serve-- Unit LOS Standard Current Pop. Future Pop._ Neighborhood Park acres 1.00 12 16 Community Park acres 1.50 18 25 Open Space/ Greenway/ Natural Area acres 2.90 36 48 Trails miles 3 6 Community Rec. Center center 50,000 Covered Basketball Courts court 21,896 1 Baseball/Softball Fields field 2,000 6 8 Soccer Field field 2,000 6 8 Tennis Court court 2,000 6 8 Swimming Pool pool 21,900 - 1 See footnotes from "Service Level and Projected Needs - Alternative 1, Feb., 1997" Version 1.3 Moore Breithaupt Associates 2 Parks, Recreation and Open Space Alternative la - Projected Facility Costs Beaverton Unincorporated Urban Service Area (BUSA) Outside THPR District Projected 1996 Facility Costs from: "Projected Facility Needs, Version 1.1 Assumed Capital Costs Acquisition Development Acquisition Development Park Land/acre 100,000 50,000 Covered Basketball Court - 75,000 Greenway/acre 40,000 - Baseball/Softball Field 120.000 50,600 Trails (per mile) @ 3 mi./acre 13,333 150,000 Soccer Fields 2/3 large 1/3 micro 90,000 45.0.00 Comm./Rec. Center (10,000 sf @ $100/sf) 1,000,000 Tennis Court (outdoor) - 50,000 Swimming Pool (acquatic/rec) 600,000 8.000.000 Assumed Operating & Maintenance Costs Annual Annual Neighborhood Park/acre ' 2,000 Baseball/Softball Field 40,000 Community Park/acre 5,000 Soccer Fields 2/3 large 1/3 micro 28.000 Covered Basketball Court 2,000 Tends Court - outdoor 2,000 Comm./Rec. Center (10,000 sf @ $0.50/sf) 5,000 Swimming Pool (acquatic/rec) 2,000,000 Trails - Estimated Facility Cost to provide THPRD planning Level of Service (LOS) -Required to Serve- ----Capital Cost to Provide New Facilities for-- O&M Cost to Provide - Current^Pop Future Pop. Current Pop_ Future Pop. Total Pop. Current Pop. Future Pop_ Total Pop` Neighborhood Park 12 16 1,800,000 2,400,000 4,200,000 24,000 32,600 56,000 Community Park 18 25 2.700,000 3,750,000 6,450,000 90,000 125,000 215,000 Open Space/ Greenway/ Natural Area 36 48 1,440,000 1,920,000 3,360,000 - Trails 3 6 490,000 980,000 1,470,000 6.000 12.000 18,000 Community Rec. Center - - - - - Covered Basketball Courts 1 - 75,000 75,000 - 2.000 2,000 BasebaU/Softball Fields 6 8 1,020,000 1,360,000 2,380,000 240,000 320,000 560.000 Soccer Field 6 8 810,000 720,000 1.530.000 168.000 224,000 392,000 Tennis Court 6 8 300,000 400,000 700,000 12,000 16,000 28,000 Swimming Pool 1 8.600.000 8,600.000 - 2,00000 _2_000_000 1997 Totals 8,560,000 20,205,000 28,765.000 540,000 2.731,000 3,271,000 2015 Totals 24.433.143 57.671.923 82.105.066 919.314 4,649345 5,568,659 (est. w/ 6% capital cost inflator and 3% 0&M inflator) 1997 Per Capita Totals 2,316 1997 Per Capita Totals 263 w 2015 Per Capita Totals 2,848 2015 Per Capita Totals 193 Version 14 Moure lireiLhaupt A.;swiate); Parks, Recreation and Open Space Alternative 1a - Projected Tax Revenue Beaverton Unincorporated Urban Service Area Outside THPR District Projected Tax Revenue from area to be annexed M50 Limited Revenue produced from new district area is Tax Base Est FY 1995196 A.U. taxed at M50 Effective Tax Rate plus 3% growth after 1997198 Est. FY 1995/96 A.V. 680,528,783 M50 Effective Tax Rate/81,000 1.0772 (THPRD) New construction and remodels estimated at 2% of prior year value. Existing Property Existing + New. :Est Limited lax Revenue FY 1998199 785,562 801,273 00. Est Limited Tax Revenue FY 2000!01 867,072 884,41 Est. Limited Tax Revenue FY 2002/03 957,040 976,181 :sic.::~s.s.~:>:~'#::.::::~.:.~:.~:.~:._::•::::-::•: ..}~4.r~..'r:~:.:~~~'='~~~>..;.<. ' . Est. Limited Tax Revenue FY 2004105 1,056,343 1.077,469 i'C~~~~3fFf46&•~?6:~~sst:~: -rs?:s::«;:~=•-:s;~::s:~:~:y3:~~~~~:;sr;:~~:~{:~3 Est. Limited Tax Revenue FY 2006107 1,165:949 1:18' M Est. Limited Tax Revenue FY 2008109 1,286,928 1,312,667 Est. Limited Tax Revenue FY 2010/11 1 1,420,461 1.448,870 . r.?~:..fit.'~~{!P•.?3'f~AS~:~}:4:,•i~,,`E~~~1.:::} :}i:.Y. ~i:'~'~;:••~? ~:~iS.::%~:{-}: ~f'{~:•f. r.:..::.... Est Limited Tax Revenue FY 2012113 1,567,848 1,599,205 ...;..~l. :r ;.......r:::~...•;r . ::-#:3iAFE'~#f3t:~R~Et3E'EEtf#;i~iE`:•.•'~•~....~, ~:•:k:::;:.:..... : y..:: ~;~:~3~? = ~ Est. Limited Tax Revenue FY 2014115 1,730,528 1,765,139 Version 1.4a Moore Brpithnupt. Associntes 4 Parks, Recreation and Open Space Alternative 1 b -Projected Facility Needs Tigard Urban Service Area (TUSA) Outside THPR District Projected Facility Needs from: "Service Level and Projected Needs - Alternative 1, Feb., 1997" Assumed Population 1993 1997 2015 City of Tigard 32,145 37,500 47,370 TUSA outside THPRD n/a 16,318 26,670 Facility Needs to provide Tigard planning Level of Service (LOS) Planning --Required to Serve-- Unit LOS Standard Current Pop. Future_Pop_ Neighborhood Park acres 0.31 5 3 Community Park acres 2.50 40 26 Open Space/ Greenway/ Natural Area acres 3.60 58 38 Trails miles 0.05 - 1 Community Rec. Center center n/a Covered Basketball Courts court 12,858 1 1 Baseball/Softball Fields field 10,715 1 1 Soccer Field field 10,715 1 1 Tennis Court court 16,072 1 - Swimming Pool pool n/a - See footnotes from "Service Level and Projected bleeds - Alternative 1, Feb., 1997" #REF! 5 Moore Breit.haupt. Associates Parks, Recreation and Open Space Alternative 1b - Projected Facility Costs Tigard Unincorporated Urban Service Area (TUSA) Outside T14PR District Projected 1996 Facility Costs from: "Projected Facility Needs, Version 1.1 Assumed Capital Costs Acquisition Development Acquisition Development Park Land/acre 100,000 87,000 Covered Basketball Court - 75,000 Greenway/acre 40,000 - Baseball/Softball Field 50,000 100,000 Trails (per mile) @ 3 mi.lacre 13,333 75,000 Soccer Field 50,000 12,000 Comm./Rec. Center (10,000 sf @ $1001sf) - 1,000,000 Tennis Court (outdoor) - 35.000 Swimming Pool (acquatic/rec) 600.000 8.000.000 Assumed Operating & Maintenance Costs Annual Annual Neighborhood Park/acre 2,000 BasebalUSoftball Field 20,000 Community Parklacre 5,000 Soccer Fields 2/3 large 1/3 micro 14,000 Covered Basketball Court 2,000 Tennis Court - outdoor 2,000 Comm./Rec. Center (10,000 sf @ 50.50/sf) 5,000 Swimming Pool (aquatic/rec) 2,000,000 Trails - Estimated Facility Cost to provide Tigard planning Level of Service (LOS) -Required to Serve- -----Capital Cost to Provide New Facilities for C&M Cost to Provide---- Current Pop_ -Future Po_p. Current Pop_ Future Pop_ Total Pow _ Current Pok Future Pop Total Po_p Neighborhood Park 5 3 750,000 450,000 1,200.000 10.000 600 16.000 Community Park 40 26 7,480,000 4,862,000 12.342,000 200,000 13000 330.000 Open Space/ Greewmy/ Natural Area 58 38 2,320,000 1,520,000 3,840,000 - Trails 1 - 88,333 88,333 2.000 2.000 Community Rec. Center - - - - Covered Basketball Courts 1 1 75,000 75,000 150,000 2,000 2.000 4,000 BasebalUSoftball Fields 1 1 150,000 150,000 300,000 20,000 20;000 40,000 Soccer Field 1 1 62,000 24,000 86,000 14.000 14.000 28.000 Tennis Court 1 35,000 - 35,000 2,000 2.000 Synmmng Pool - - 1997 Totals 10,872,000 7,169,333 18,041,333 248,000 174,000 422.000 2015 Totals 31,032,375 20.463.709 51,496,084 422.203 296:223 718.427 (est. w/ 6% capital cost inflator and 3% 08M inflator) 1997 Per Capita Totals 1,106 1997 Per Capita Totals 26 2015 Per Capita Totals 1,931 2015 Per Capita Totals 27 Version 1.4 Moon Broihtaupt Associates Parks, Recreation and Open Space Alternative 1 b - Projected Tax Revenue Tigard Unincorporated Urban Service Area Projected Tax Revenue from area to be annexed M50 Limited Revenue produced from new district area is Tax Base EsL FY 1995196 A. V. taxed at M50 Effective Tax Rate plus 3% growth after 1997/98 Est. FY 1995/96 A.V. 784,595,962 M50 Effective Tax Rate/$1,000 0.0808 (Tigard) New construction and remodels estimated at 2% of prior year value. Existing Pro eft Existing + New c:;•,•............... . ".:'f..:..rl...:.•?f.:f :Jf:•••.:Y:::l:i:?Y: •l:: i:Ji iii:?•i::i:•Ji' J.:'. Est. Limited Tax Revenue FY 1998199 67,963 69,322 . . • :•.v ; r • v.•:: •:?r:ii:•i::::•i:.;:::•::.v.:::i:••,i i.. '$FJ70Ci:~k~' Ef~~'Ef~~ri,•~-!~ %v'r Ji {•Yri: r !•i'i:: is :•:%hi ~rrj,'r;::'~~•f~;''i:i'::?:{;:::i: f?'::$.' •':ii'i:•!.•:4''~w7~ir : ..........t.J,..n.:r.:•,.....r..,.,.•:/..:.,/,v/.vJ..:/..:.•.b..,f;.....~f'J,:ir..~~ i:.::. f. 1.. :••i: r•:•:: J.~::..,...C Est. Limited Tax Revenue FY 2000101 75,015 76,515 i ..,,i' - ~ - • :::•i is ri.•iyr:::: Sy}:f `i ii •i} •}•:.v:::::.::•: :1:+.~:1 jrii••~%C`;: r.•l i::•r:: ~~:~5:•'?•i: :•i:~~;'•s~.~' Est. Limited Tax Revenue FY 2002103 82,798 ~i.~•:.~!..~~..~~((~~..,,,,~~~~//.. r~ rv :•r :•r:: •:.v •..,....vr: •r.••: ~:~Q .........j~~~~: j; j~~ . , CF:i iiaii{Yffof~':4% i-~~$ i~:•: ~l; lY...... ......f ;ii r•}ii}::;SJSJ {7•,SJ ::i}{y y ~ : SK!7 t:,r,.GF = Est. Limited Tax Revenue FY 2004105 r 91,390 93,217 , r r ~:=:%rr ~i:~:r ~rf :~`~'~:~:~y~(~~.(r •?i~'ls:~~ ~ ~ r ~.s~}T~;~ : Y~f~...:~:T.1T.T.T.:S'I5T:1:?•i:.',ll,T., ,~,•,,,,•?::':J~f::?•i 'i.:'.1•:~•:Xr~•r:.•.•:'::.•.•:••.•.•.•::::YY}~::.:'.':: rJ Est. Limited Tax Revenue FY 2006107 100,~8y72 102,890 r:;{% !;{:•''i'.ii:-i:: si7'• rlii ri::i::ir~ pT~'•'.Z ri:+7.7Fi•'ST.JAi •~:~~:~E~~=:: ,.r•.,z,r. ~1.. f.. r:•::. ~:i?:' :...3T1; [Y.. ~~:~::~i~;•:'• . : .....r•}:: is ~ :•:f:•}i:•i • Est Limited Tax Revenue FY 2008109 111,339 113,566 ?:•lJ.vJ.?•rlr rr.•: tr :•lrr,'.:;:jr'i. is:j'r'.i•:•}Ja:4}f:•:•:{::-;::::i:'i' . Y :.,:4i•F3Tii': .'PS^:.'F;F:F:.f~•:'7'r'.•. ••W►,•,•~?Y.•:•: r:.v:: :{JlJ.:v::: i:::::::::.• ~:~i'.•:•:::::. v..v ...........................:•.v....: G r..l. Est. Limited Tax Revenue FY 2010111 122,891 125,349 :~~:~#tf2~~~~EiG~lb:~~X~~3: : rl.,r.:.,.._•.'•.,~:...:.:...:....... '.~-~~;~~:~:~S:i.;:-5i:_:>:~::~.~~.~~i~l::f Est Limited Tax Revenue FY 2012/13 ~ 135,643 '138,355 il•.'•Yl%~il.•rf r i~ v ~r,:j%:~$ rl:;{{.:::; ::i:'r$:i i:;{i:r:;:ti{:...ii., .i::•ifv.:•i:~ii:•:•: is r•:? Y::•::•i:~iii:•:.v.:~i~•4 .k:...:... C..:.:. Est Limited Tax Revenue FY 2Q14H5 1 9,717 1 2,711 Version 1.4a Moore. Breit.haupt Associates ~ Parks, Recreation and Open Space Alternative 2 - Projected Facility Needs Beaverton S Tigard Urban Service Areas Outside THPR District plus City of Tigard Projected Facility Needs from: "Service Level and Projected Needs - Alternative 2, Feb.. 1997" Assumed Population 1997 2015 BUSA outside THPRD 12,420 28,830 City of Tigard + TUSA outside THPRD 53,818 __74,040 totals 66,238 102.870 Facility Needs to provide THPRD planning Level of Service (LOS) Assumes turnover of all Tigard Facilities Planning Less Avail. --Net Required to Serve-- Unit LOS Standard Tigard Facil Current Pop. Future Pop Neighborhood Park acres 1.00 10.02 56 36 Community Park acres 1.50 78.91 20 55 Open Space/ Greenway/ Natural Area acres 2.90 113.98 78 106 Trails miles1.71 19 11 Community Rec. Center center 50,000 - 1 1 Covered Basketball Courts court 21,896 2.50 1 1 Baseball/Softball Fields field 2,000 3.00 30 18 Soccer Field field 2,000 3.00 30 18 Tennis Court court 2,000 2.00 31 18 Swimming Pool pool 21,900 - 3 1 See footnotes from "Service Level and Projected Needs - Alternative 2, Feb., 1997" #REF! Moore Breithaupt Associate; 8 Parks, Recreation and Open Space Alternative 2 - Projected Facility Costs Beaverton & Tigard Urban Service Areas Outside THPR District Plus City of Tigard Projected 1996 Facility Costs from: "Projected Facility Needs, Version 1.1 Assumed Capital Costs Acquisition Development Acquisition Development Park Land/acre 100,000 50,000 Covered Basketball Court - 75,000 Greenway/acre 40,000 - Baseball/Softball Field 120.000 50.000 Trails (per mile) 3 mi./acre 13,333 150,000 Soccer Fields 2/3 large 1/3 micro 90,000 45,000 Comm./Rec. Center (10,000 sf @ $100/sf) - 1,000,000 Tennis Court (outdoor) - 50.000 Swimming Pool (acquatic/rec) 600,000 8.000.000 Assumed Operating & Maintenance Costs Annual Annual Neighborhood Parkiacre 2,000 Baseball/Softball Field 40,000 Community Park/acre 5,000 Soccer Fields 2/3 large 1/3 micro 28,000 Covered Basketball Court 2,000 Tennis Court - outdoor 2,000 Comm./Rec. Center (10,000 sf @ $0.50/sf) 5,000 Swimming Pool (aquatic/rec) 2,000,000 Trails - Estimated Facility Cost to provide THPRD planning Level of Service (LOS) --Net New Required to Serve- -----Capital Cost to Provide New Facilities for-- -O&M Cost to Provide New & Existing Current Pop_ Future Pop_ Current Pop Future Pop.Total Pow Current Pop. Future Pow Total Pow Neighborhood Park 56 36 8,397,000 5.400,000 13.797.000 132.000 72,000 204,000 Community Park 20 55 3,013,500 8,250,000 11,263,500 495,000 275,000 770,000 Open Space/ Greenway/ Natural Area 78 106 3,120,800 4,240,000 7,360,800 - - Trails 19 11 3,150,700 1,796,667 4,947,367 42,000 22.000 64,000 Community Rec. Center - - - Covered Basketball Courts 1 1 37,500 75,000 112.500 6,000 2.000 8,000 Baseball/Softball Fields 30 18 5,100,000 3,060,000 8,160,000 66,000 720,000 786,000 Soccer Field 30 18 4,050,000 1.620.000 5.670.000 66,000 504.000 570.000 Tennis Court 31 18 1.560.000 900,000 2,450,000 66.000 36,000 102,000 Svnmming Pool 3 1 _25,8_00.000 _ 8.60 _34,40_0_000 6,000,000 2.000.000 8,000.000 1997 Totals 54,219,500 33,941,667 88,161,167 6,873,000 3,631,000 10,504,000 2015 Totals 154,760,842 96.881.028 251.641.870 11.700.822 6,181.534 17,882,357 (est. w/ 6% capital cost inflator and 3% O&M inflator) 1997 Per Capita Totals 1,331 1997 Per Capita Totals 159 0&M for current pop includes existing Tigard facilities 2015 Per Capita Totals 2,446 2015 Per Capita Totals 174 Version 1.4 Moort, lirmi..hsupt AiS(K-lab-s Parks, Recreation and Open Space Alternative 2 - Projected Tax Revenue Beaverton & Tigard Unincorporated Urban Service Areas - outside THPRD Projected Tax Revenue from area to be annexed M50 Limited Revenue produced from new district area is Tax Base Est FY 1995196 A. V. taxed at M50 Effective Tax Rate plus 3% growth after 1997198 Est. FY 1995/96 A.V. 1, 465,124, 745 M50 Effective Tax Rate/$1,000 1.0772 (THPRD) New construction and remodels estimated at 2% of prior year value. Existing Property Existing + New . . :33BEE$?t:#`~ffffSr@JEFft:i?1~;`<: ;:;:s:;::::::'>`;:::::•::::•'::z$::;::;::;i'{ 5 ' % Est. Limited Tax Revenue FY 1998199 1,691,253 1 125,078 Est. Limited Tax Revenue FY 2000101 1,866,738 1,904,073 Est. Limited Tax Revenue FY 2002103 2,060,431 2.101.640 Est. Limited Tax Revenue FY 2004105 2,274,222 2,319,707 :~~:•~i#39t1E~~t:~&~EtfiL::i~::+~~:::::::r:~:;:i:::::::~;; 8=`:~'::s:::i::~:::<~~~~~J~~.•~~: Est. Limited Tax Revenue FY 2006107 2,510,196 2.560,400 7~~ ~~y~y,y,yy, ~{.~.y~,(~~~rii'fj y7yf ~t ':ii:'i'}}{:vS:{;i:•ii:•}:v:ti:i i::{:i::i:•:•::Y~ •~~•::h h .rF•i•~S,:~;41~FSFf.4Y:~:#RRS<~:.'v}ef~. '°.4i?~a~;!~:~:~4..:: it}}i: i ~ is i::•. i'•ii}i:: }:4::i1?fi~~.r il?G~ t€S:':::".:: i:::: i:,-fii?Y•3?~i~•f?•f•3•: Est. Limited Tax Revenue FY 2008109 2,770,655 2,826,068 Est. Limited Tax Revenue FY 2010111 3,058,139 3,119,302 i.t.•~.:::.!!L-•j''-~S~P,•;I:.T.•:::}4•i';f4~f:1:~f:.r.i:vX ~i%:iil'{:i$:•is{'•i:•:•i$i:I'r'.•:•::~:•: ~>:?r:?>>.T.:T:r Est. Limited Tax Revenue FY 2012113 3,375,453 3,442,962 . Est. Limited Tax Revenue FY 2014115 fto 3,725,691 3,800,205 Version 1.4a Moore Breitlinupt Associates 10 Parks, Recreation and Open Space Alternative 3 - Projected Facility Needs Create a New Parks and Recreation District for TUSA plus City of Tigard Projected Facility Needs from: "Service Level and Projected Needs - Alternative 3, Feb., 1997" Assumed Population 1997 2015 City of Tigard + TUSA outside THPRD 53,818 74,040 totals 53,818 74,040 Facility Needs to provide existing Tigard Level of Service plus NPRA recreation standards Assumes turnover of all Tigard Facilities Tigard/NPRA Less Avail. --Net Required to Serve-- Unit LOS Standard Tigard Facil. Current Pow Future Pop Neighborhood Park acres 0.31 10.02 6 6 Community Park acres 2.50 78.91 55 51 Open Space/ Greenway/ Natural Area acres 3.60 113.98 79 73 Trails miles 1.71 0 1 Community Rec. Center center 40,000 1 1 Covered Basketball Courts court 12,858 2.50 2 1 Baseball/Softball Fields field 5,000 3.00 7 4 Soccer Field field 10,000 3.00 2 2 Tennis Court court 2,000 2.00 24 11 Swimming Pool pool 20,000 - 2 1 See footnotes from "Service Level and Projected Needs - Alternative 3, Feb., 1997" #REF! 11 Moore Breithaupt Associates parks, Recreation and Open Space Costs _ Projected facility IUS City of Tigard Feb„ 1997" peveto meet Alternative 3 Alternative 3, 65u 75,000 Parks and Recreation Distrlclfor Tl1S p •50.000 "Service Laver and ProjectedNeeds- Create a New Costs from 45,000 - projected FacllitY Covered Basketball Court 1 000 75.000 50,000 AcAC tip pevelo ment BasebaNSoftball Field 113 micro Assumed Capital costs 50.000 Soccer Fields 213 larg 500,000 8.000.004 , 100,000 (outdoor) AOA00 150,000 'tennis Court t uatichec) 13000 Swimming Pool taco Annual Park Landl ace 1,000,000 GreerwaYlacre - 04- x,000 Trails (per l~ent ~ e3tm0,000 si @ 51001sp Conan. BasebalUSoflball Fielde 113 micro 282,000 2,000 8 ~sintenance costs Mnuual Soccer Fields 2o~door 2,000,000 rating Assumed Ope 2,000 Tennis Cou Pool (equatielrec) 5,000 Swimming Neighborhood Parklacre 2.000 Community Parldacre 5 040 Existing Covered Basketball Court y0 501st) O&M Cost to Provide New 8` Total PPp• Comrn.iRec Center 110.004 si P0~ lus NPRA recreation standards Fac Current PoQ Future 12 p0o 44,400 Traits eves of Service p Capital Cost to provide New Tt otal Po , ✓ _ 2 p0 ,sting 925.000 wired to Serve Future Po 255,000 _ 1,797,000 Beds to Provide ex FtlTigard ities t Net New Re4 Current Pop: 670,000 Facility N Future PoQ• _ 900,000 15,913.500 ver of all l Cum . 6 897,000 T 650,000 6000 Assumes turnoiga►d 6 8,263.504 2 000 51 6,080,800 4,000 10 000 55 2,920 000 210,700 5,004 10 ppD 73 3160,800 163,333 2 5.000 00 2,000 180 Neighborhood Park 79 47.367 ,000,000 8.004 Park 0 1 1.000.400 187.500 20.0 160,000 66.000 Community 1 1000.000 75000 561,000 56.000 74.000 Open Spacel GreenwaYl 1 112 500 10040 1 204,000 420,000 52.000 22.000 6 000,000. Natural Area 2 4 357,000 180,000 - Trails Center 7 240.000 1.750,000 0 2_000_000 7,315-00 550.000 500 f)00 4,000_00 REC. 2 25 Community 2 1.200.000 4801,000 2.514,000 11 8.50 _ 54,420,500 12 453.298 Covered Basketball Courts 24 _ 17 004.00 279,917 BaseballiSoftbat Fields 1 2 7 000 419 22,142,333 4 8178381 Soccer Field 1997 Totals' 63 201,72 155,334,564 Tennis Court 136 Swimming pool 82132 835 O&M inflator) it 'T BIs 168 2015 Totals' capital cost inflator and 3 b 1 011 •1997 Per Cap 0a Totals (est w16% ita totals 2,098 "2015 Per Ca .1997 Per Cap da Totals •2015 Per Ca - M for current poR includes existing Tigard facilities 'O& Version 1.4 N L f\a>r:lll~ ~luun 11rc1L1Laup Now Parks, Recreation and Open Space Estimated Administrative & Startup Costs for Tigard Area P&R District Altemative 3 Estimation of Administrative and Start-up Costs Administrative Cost as a Percentage based on: THPRD 1996197 Costs from 1996197 Budget Board of Directors Costs 612,100 less Contingency (510.000) subtotal S 102,100 Administration subtotal $ 239,417 Business Services 1,583,052 less debt service (611,431) subtotal S 971,621 Total Admin. S 1,313,138 Expenditures Total Requirements 40,004,680 less debt service (2,158,788) less bond const. (17,459,000) less greenspaces (1,765,734) rev. from Metro less cash on hand (1,692,000) less bond proceeds subtotal 16, 929,158 less Total Admin. (1,313,138) Total Adjusted Expenditures $ 15,616,020 9 Estimated Total Administration as a percent of Adjusted Expenditures: 8.41 For a new Park and Recreation Agency we assume a startup Administrative Cost Percentage not less than THPRD and probably greater for the following reasons Smaller population base to serve Fewer facilities and programs operating in early years Conclusion : for this analysis use an Administrative Cost Percentage of LE a: Equipment Allowance - the new district will need to acquire equipment to start that will be in excess of later year requirements since the equipment can be used more efficiently than in the early years of operation Conclusion : for this analysis use a startup equipment cost of - Version 1.4a Moore Breihaupt Associates 13 Parks, Recreation and Open Space Alternative 3b - Projected Facility Needs Create a New Parks and Recreation District for TUBA plus City of Tigard Projected Facility Needs from: "Service Level and Projected Needs - Alternative 3, Feb., 1997" Assumed Population 1997 2015 City of Tigard + TUSA outside THPRD 53,818 74,040 totals 53,818 74,040 Facility Needs to provide existing Tigard Level of Service plus NPRA recreation standards Assumes turnover of all Tigard Facilities Tigard/NPRA Less Avail. --Net Required to Serve-- Unit LOS Standard Tigard Facil. Current Pop Future Pow Neighborhood Park acres 0.31 10.02 6 6 Community Park acres 2.50 78.91 55 51 Open Space/ Greenway/ Natural Area acres 3.60 113.98 79 73 Trails miles1.71 0 1 Community Rec. Center center 40,000 1 1 Covered Basketball Courts court 12,858 2.50 2 1 Baseball/Softball Fields field 5,000 3.00 7 4 Soccer Field field 10,000 3.00 2 2 Tennis Court court 2,000 2.00 24 11 Swimming Pool pool 20,000 - 2 1 See footnotes from "Service Level and Projected Needs - Alternative 3, Feb., 1997" Version 1.4a Moore Breithaupt Associates 15 Parks. Recreation and OPen Space ected Facility Costs _ Pf0) pevelo ment Alternative 3b IVISA District for plus CHy of TigarAd d frialive 3. Feb.. 1997" allon acted Needs - Ac uq X51 75,000 NOW parks and RecrS Ser 50.000 Create a N Costs trom; Service Level and d prof 1,000 45,000 projected Fa ,ww Covered Basketball COUrt ppp 5 000 , pevelo ment gasebatU Fields Softball filarge eld 113 micro 75 0 itai casts 659u 50,000 8,000,000 Assumed Cap 100,000 Soccer 213 500.00 Tennis Court (outdooraticirec) 400,-000 000 150,000 S ramming Pool (8c4 Annual Park Landlacre 1000,000. 13,333 Gteenwaylacre Traits (Per mile 1 @ 3 mi.lacre 1001st? il 40,000 Center (i0,000 st 5 micro 28.000 Comm.IRec. Costs Soccer occer Fields Field 113 2.000 rating 8 ryiaintenance Annual S Fields outdoor 2,000,000 Assumed ope 2,000 Tennis Court. Swimming pool (aquaticirec) acre 5,000 Neighborhood Park1 2,000 Community Parklacre 5.000 & Facistin9• Total P~ Covered Basketball C1000 si @ 50.50M _ _O&M Cost to Provide New Comm lRec Center 00- recreation standards Facils for Current P01 - i2 000 44,000 I of Service Plus NPRA _--__Capital cost to Provide New Total Po.._ 32,000 825,00a 0 Trails to Serve-- Future Pop; 1;797 000 670,000 255,000 s to provide axis d Tigard facilities Leve _Net New Required Current PoP~ - 900,000 15 918,500 - . Future PoR 897,000 Facility Need current Po 6 Assumes turnover of all Ttgar 6 6 7 650,000 _ 6 ppp 51 8,263.500 6,080,800 4 000 2.000 10.000 55 2,920,000 210,700 5,000 10.000 73 3160 800 163000 5.000 160 ~j000 Neighborhood park 79 a7 ,367 2,000,000 6,000 .000 180.000 4eig corrimuntly park 0 1 1.000.000 187,500 20.000 66.000 aces Greerrrrayl 1 1,000.000 75,000 561.000 10,000 56.000 74.000 Open SP 1 i 112 500 204.000 420.000 22,000 Natural Area 2 52 000 6. 000 000 2,000.000 4 357.000 180,000 1,750,000 5 Traits enter 7 2 240.000 550.000 4`000,000 7,31 .000 Community Rec- C 2 1,200.000 000 25 -500`004 4801,000 2514.000 11 8500. 54,420,500 12,453,29B Covered Basketball Courts 24 1 17.000.000 - 4 .817 BasebalUSottball Fields 2 32.278.167 22,142 333 B,173 ,38i 279 Soccer Field 1997 Totals' 155,334,564 Tennis Court 63201.729 136 in Pool 92,132,835 , 0&M inflator) 168 Swimm 9 20151018's ' 1 pit '1997 Per Capi 0 otats (est wi r,,% capital cost mtlator and 3b ita Totals 2 098 •2015 Per Ca "1997 Per Capita Totals •2015 per Ca . OW for current pop includes existing Tigard facilities Version 1.41, Muo+•c Ilrcithaupt h~'r"':utc Now Parks, Recreation and Open Space Estimated Administrative & Startup Costs for Tigard Area P&R District Altemative 3b Estimation of Administrative and Start-up Costs Administrative Cost as a Percentage based on. THPRD 1996197 Costs from 1996197 Budget Board of Directors Costs 612,100 less Contingency (510.000) subtotal S 102,100 Administration subtotal S 239,417 Business Services 1,583,052 less debt service (611,431) subtotal S 971,621 Total Admin. S 1,313,138 Expenditures Total Requirements 40,004,680 less debt service (2,158,788) less bond const. (17,459,000) less greenspaces (1,765,734) rev from Metro less cash on hand (1,692,000) less bond proceeds subtotal 16, 929,158 less Total Admin. (1,313,138) Total Adjusted Expenditures S 15,616,020 Estimated Total Administration as a percent of Adjusted Expenditures: 8.41 For a new Park and Recreation Agency we assume a startup Administrative Cost Percentage not less than THPRD and probably greater for the following reasons: - Smaller population base to serve - Fewer facilities and programs operating in early years Conclusion : for this analysis use an Administrative Cost Percentage of - Equipment Allowance - the new district will need to acquire equipment to start that will be in excess of later year requirements since the equipment can be used more efficiently than in the early years of operation. Conclusion: or this analysis use a startup equipment cost of - Version 1 4a Moore Breihaupt Associates 16 Parks, Recreation and Open Space Alternative 3b-1 - Projected Tax Revenue Create a New Parks and Recreation District for Tt1SA plus City of Tigard Projected Tax Revenue from area to be annexed with Tax Base for 08M M50 Limited Revenue produced from new district area is Tax Base Est FY 1995196 A. V. taxed at M50 Effective Tax Rate plus 3% growth after 1997198 Est. FY 1995/96 A.V. 4,165,647,327 Est. Tax Base* 6,000,000 M50 Effective Tax Ratel$1,000 1.4404 New construction and remodels estimated at 2% of prior year value. Existing Property Existing + New .:3,~3.E~EF~Ef'.::.iii!C:~f~6G~f`•:f`1~•:::;>::::~:r'~:::::=~:~:~~:~:~:~F~~•: Est. Limited Tax Revenue FY 1998/99 6,180:000 6,303,600 Est. Limited Tax Revenue FY 2000101 6,821,239 6,957,664 . =::3ttE#=: 2f~G ~~E P?# i3" .;:o-:.::::::•:;: < Est. Limited Tax Revenue FY 2002103 7,529,013 7,679,594 Est. Limited Tax Revenue FY 2004105 8,310,226 8,476.431 :~~L:1~B~E:~#tif::#~~S~t1EEfiEl:Pif`• ::r,.:::.~:;;::•:;: Est. Limited Tax Revenue FY 2006107 9.172,498 9,355,948 Est Limited Tax Revenue FY 2008109 10,124,240 10,326,725 Est Limited Tax Revenue FY 2010H1 11,174,735 11,398,230 Est. Limited Tax Revenue FY 2012113 12,334,230 12,580,914 Est. Limited Tax Revenue FY 2014115 13,614,034 13,886,314 * !Vote: Estimated Tax Base is Total O&M facilities costs for current population + administrative cost estimate + allowance for equipment (see: "Estimated Admin. & Start up Costs for New P&R District" worksheet) Version 1.4a Moore Breithaupt Associates 17 Parks, Recreation and Open Space Alternative 3b-2 - Projected Tax Revenue Create a New Parks and Recreation District for TllSA plus City of Tigard Projected Tax Revenue from area to be annexed M50 Limited Revenue produced from new district area is Tax Base Est. FY 1995196 A. V. taxed at M50 Effective Tax Rate plus 3% growth after 1997/98 Est. FY 1995/96 A.V. 4,165,647,327 Est. Tax Base" 9,000,000 M50 Effective Tax Rate/$1,000 2.1605 New construction and remodels estimated at 2% of prior year value. ......Existing Property Existing + New A Est. Limited Tax Revenue FY 1998199 9,270,000 9,455,400 ....................................................:.::•:~:::...:.::•:..:~.:::.::.~.:ifs::~:•:::....:..............:>.i~::~.:~.:::.:...... Est. Limited Tax Revenue FY 2000101 10,231,859 10,436,496 : . :=:3tffa2f.2Eac~ttt3e:13:: . Est. Limited Tax Revenue FY 2002103 11,293,520 11,519,390 :fit:: ~...;~s.~$+~:~''• ::.:..::..:..::~~'s`~~`~~~~~~~~~:~:=•:.:~:.~:::>.:. Est. Limited Tax Revenue FY 2004105 12,465,340 12,714,646 . Est. Limited Tax Revenue FY 2006107 13,758,748 14,033,923 Est. Limited Tax Revenue FY 2008/09 15,186,360 15,490,087 . 31fEf3~#-"2E1G1tfltii39~#3 M::5? Est. Limited Tax Revenue FY 2010111 16,762,102 17.097.345 Est Limited Tax Revenue FY 2012113 18,501,344 18,871,371 . . . :_1:~~:33E1'flfli#lt:.ddEEE4~~:~f`•:~~:f~tf~#:~:::~:=~?:~:~:~~~~:~:~~:~:~:~_:~:`:::::;:;::~~~'•:::;':'•~:~'~~~':: ~ ~~~~#~•2E~~~t~:~:~ Est. Limited Tax Revenue FY2014115 20,421,050 20,829,471 " Note: Estimated Tax Base is Total O&M facilities costs for current population + annual debt service for facilities to serve current pop @ S100k/$M + administrative cost estimate + allowance for equipment (see: Estimated Admin. & Start up Costs for New P&R District worksheet) Version 1.4a 18 Moore Breit.liaupt Associates Parks, Recreation and Open Space FY 1996196 and M60 Calculations Beaverton FY 97 Total Market Value 4,368,398,202 he assessed values for the cities FY 96 Total Market Value 3,849,903,079 of Beaverton and Tigard for the Percent Difference (FY 97 to 96) -11.87% current tax year and FY 1995/96 are compared to determine an Tigard adjustment factor to apply to FY FY 97 Total Market Value 3,111,388,324 1996/97 AV's in the study area for which FY 1995/96 values are not FY 96 Total Market Value 2,735,213,090 known. - see below Percent Difference (FY 97 to 96) -12.09% Tualatin Hills Parks & Recreation District FY 96 Total Market Value 9,942,287,888 FY 96 Taxes Imposed - Unlimited 2,149,682 FY 96 Taxes Imposed - Limited 11,900,273 M47 Est. Taxes - Limited (-10%) 10,710,246 M47 Effective tax rate (Limited) " 1.0772 Beaverton unincorp. Urban Service Area (Total Area) Est. A.V. 1996/97 5,488,293,483 less percent change FY 97 to 96 -11.87% ` Est. A.V. 1995/96 (from FY 97) 4,836,875,441 ypo~I thetical tax rate per Beaverton unincorp. Urban Service Area outside THPR District 61,000 AN. applied to Est. AN. 1996/97 772,180,663 annexed area to estimate t revenue. less percent change FY 97 to 96 -11.87% - Est. A.V. 1995/96 (from FY 97) 680,528,783 Tigard unincorp. Urban Service Area (less THPRD portion) Est. A.V. 1996/97 892,501,840 less percent change FY 97 to 96 -12.09% Est. A. V. 1995;96 (from FY 97) 784,595,962 Estimated City of Tigard Park and Recreation Share of Taxes: FY 96 Taxes Imposed - M5 Unlimited ;des Imposed" is 50% FY 96 Taxes Imposed - M5 Limited 245,662 of Tigard Grounds Div. 1995/96 budget adjusted to estimate amount M47 Est. Taxes - (M5 Limited -10%) 221,096 spent on Parks 8 Open space 08M i M47 Effective tax rate (Limited) " 0 0808 we add 10% to budgeted Personal "'Rate that would produce Services and M&S to account for the M50 reduced tax General Overhead. - Version 1.4a revenue. 19 Moore Breithaupt Associates Task Group Meeting Notes PARKS, RECREATION AND OPEN SPACE November 13,19% Introductions: Linda Davis, Cogan Owens Cogan Project Manager for the Urban Services Project and group facilitator, opened the meeting and invited attendees to introduce themselves. In attendance was Jim Breithaupt (Moore Breithaupt), Duane Roberts (City of Tigard), Larry Eisenberg (Washington County Facilities Manager), John Jackson (USA), Kirstin Greene (Cogan Owens Cogan), Walter Peters (Metzger Park), Andy Preibe (THPRD) and Ali Turiel and Barbara Fryer (City of Beaverton). Why are we here: Linda reviewed the purpose of the Parks, Recreation and Open Space ("PROS") task group, who the affected parties are, what the issues are that will be addressed by the Task Group, and the overall approach. Review Action Plan: Linda reviewed the four parks, recreation and open space alternatives in the Action Plan. Walter Peters stated that the Metzger Park Board wants to remain as is. Linda emphasized that all alternatives will receive objective analysis, that there is no predetermined agenda or resolution envisioned for the outcome of the Task Group work. Open Discussion: Several of the group members made statements about what their organizations' responsibilities are with regard to parks and recreation provision, and ° the challenges they are facing under the recent passage of Measure 47. Linda emphasized that this task group work and the urban services agreement for the Beaverton-Tigard portion of Washington County was not a "precedent-setting" procedure for other areas in the County, but more appropriately can be referred to as a "model" of a process that could be transferred to other areas of the County. Meeting Schedule: Discussing the proposed meeting schedule and purpose of the next 40 meetings, the group agreed to meet next on November 20th at 3:00pm, followed by December 18th at 3:00pm. Both of these meetings will be held at THPRD. The three Wednesday meetings scheduled for January and February in Tigard (to be confirmed); and March 5th at the Metzger Park Community Center. The following meetings may be held in Beaverton. Assignments: Linda asked to make relevant data, such as budgets, available for technical and financial review. Washington County will be asked to provide a set of population and employment data for use by all task groups. In addition, Beaverton and Tigard have been asked to develop annexation scenarios. COGAN OWENS 1 COGAN ILLLN l2D rAMR Task Group Meeting Notes PARKS, RECREATION, AND OPEN SPACE November 20,1996 Attending: Don Bohn (Washington County), Mark Brown (Washington County), Linda Davis (Cogan Owens Cogan), Barbara Fryer (City of Beaverton), Kirstin Greene (Cogan Owens Cogan), John Jackson (USA), Andy Prier (THPRD), Duane Roberts (City of Tigard) Linda Davis introduced the agenda for the meeting - to refine the four parks, recreation and open space alternatives described in the Action Plan and develop a methodology by which to evaluate the four alternatives. The methodology will be approved by Washington County before the consultant team proceeds with analysis of the alternatives. The group brainstormed issues, questions and concerns for each of the four alternatives (attached - edited for clarity). After the alternatives were discussed, due to the amount of time remaining, Linda suggested that the consultant group take the issues, questions and concerns offered by the task group, and send a methodology to the task group members for their comment within the next week to ten days. A resource list of materials which the consultant team has compiled to date was distributed. Linda made an appeal for additional information that jurisdictions consider might be useful for the scope of the study, particularly capital and/or departmental budgets, intergovernmental agreements, Tigard SDC information, capital improvement plan projects, or any other relevant data. Per request of the Metzger Park LID Board, the possibility of evening meetings was discussed. All agreed there are many conflicts with evening meetings. Andy Priebe suggested a few evening meetings could be considered at critical points. Linda and Washington County will discuss how best to accommodate the Metzger Board. The next meeting will be on December 18, 1996 at 3:00 at THPRD. COGAN OWENS 1 COGAN RECYCllD •MER _ Brainstorming: Alternative„ 1: Two providers: a) THPRD within Beaverton's urban service boundary; b) City of Tigard within its urban service boundary. To what extent does the City of Tigard (Tigard) provide recreation programs; classes, lessons and what facilities do they own/lease/operate? ♦ What service level do Tigard residents desire for recreation programs? Is this included in the visioning process that they are undergoing, or survey work? What effect does the Beaverton School District spillover into the City of Tigard have? What are the boundaries and numbers? ♦ If Tigard wanted to increase their services, or acquire property, how would they finance it? Exactions or SDCs for parks? ♦ What is the number of Tigard residents signing up for THPRD programs? Availability of data? ♦ THPRD is looking at SDCs. ♦ Tigard is doing/ has completed a parks SDC study for the unincorporated area surrounding Tigard. o Would Alternative #1 consider the dissolution/or incorporation of the Metzger Park LID? (Need LID establishment legal documents) e Under this scenario, USA would have to deal with two jurisdictions. e Issue of visibility for THPRD residents in Beaverton; community identity with THPRD as their parks and recreation provider. ♦ What would be the effect on disposition of City of Beaverton assets? (There are currently 13 City owned parks all maintained by THPRD). Alternative #2: One provider: THPRD for both Beaverton and Tigard urban service boundaries. ♦ USA would be dealing with one agreement, one jurisdiction. ♦ Community identity for Beaverton residents an issue; the perception of their taxes going to another jurisdictions' benefit. ♦ Equitable distribution of existing resources and access to facilities. ♦ SDC equity issue across the jurisdictions. s Distance of existing facilities and recreation programs from Tigard area residents. ♦ Possibility of a differential rate for Tigard, i.e., a lower rate due to distance to facilities. COGAN OWENS 2 COGAN Ulcr Eurnru ♦ Metzger Park LID subalternative, w/ LID remaining; community identity; routes ..and. service,levels.. . . . ♦ THPRD maintenance issues - distance from Tigard facilities. ♦ Tigard maintenance and facilities; existing staff could be transferred. ♦ Use of Tigard equipment; different city departments (e.g. parks and wastewater) share different resources, uses. ♦ Impact on Tigard's general fund requirement: up or down? ♦ Status of Tigard SDCs? ♦ Use of Tigard school facilities; presently over-booked or nearly booked. ♦ THPRD coordinates some league activities currently as space is available (club use). ♦ Tigard senior center, separate from parks; Tigard maintains. ♦ Tigard does have some garden clubs, PCC offers classes as well, but there is a difference in scale between Tigard and THPRD. ♦ THPRD offers over 500 classes, recreation therapy programs, and adult programs. Alternative #3: Two providers: a) THPRD within Beaverton's urban service boundary; b) a new park and recreation district that would include Tigard's urban service boundary and could also include the urban service boundaries of Tualatin and Sherwood. ♦ Would maintain community identity for Beaverton residents as THPRD beneficiaries. ♦ Consider Tigard new special district and adding other jurisdictions. Impact on public support for recreation funding; with special districts, public knows exactly where funding goes and there are elected officials that can be voted in or out of office. ♦ Expand recreation activities (City of Tigard) (little or no agitation for presently). ♦ Level of community interest in recreation services vs. cost (City of Tigard). ♦ Effect on City of Tigard general fund expenditures and on taxes. ♦ New district level of services? ♦ Needs and acquisition costs? ♦ Other agencies plans, resources; e.g. Sherwood in the process of completing a new parks master plan; King City golf course. ♦ Taxing authority under Measure 47 for new special districts? What is law now? COGAN OWENS 3 COGAN ucrcuorniu Alternative #4: Cityof Tigard contract with THPRD for recreation: services -for- a} -Beaverton School District area; b) entire city. # How big of an • issue for Tigard residents (children) who attend Beaverton Schools and participate in THPRD affiliated recreation programs? # School district boundaries are fixed and cannot be changed. # Is there a method of funding for the Beaverton School District residents in Tigard to participate in THPRD programs (special district e.g. LID; levy?) so that they would not have to pay out-of-district fees? # Possibility that THPRD annexes that portion of the City of Tigard that is within the Beaverton School District Boundary; including parks. # Impact of the new recreation facility under construction and the planned high school? # Possibility of contracting? # Impact on THPRD capacity, i.e., having to build other facilities to provide service to Tigard. # What are the boundaries and population of the area in question? # Could there be a service differential for the Tigard area, or for just school-age children? # What would the impact be on current THPRD users and THPRD capacity? # What would the impact be on the THPRD draft master plan and updates? COGAN MV ENS 4 COGAN RE(VCLEDrAMR Task Group Meeting Notes PARKS,. RECREATION AND OPEN SPACE December 18,1996 Attending: Jim Breithaupt (Moore Breithaupt), Linda Davis (Cogan Owens Cogan), Barbara Fryer (City of Beaverton), Kirstin Greene (Cogan Owens Cogan), Andy Priebe (THPRD), Duane Roberts (City of Tigard). Andy Priebe relayed a letter from Pat Whiting to the S. B. 122 Parks Task Group regarding the Metzger Park L.I.D. Linda Davis distributed and answered questions regarding an expanded methodology dated December 17, 1996. Specific changes to the previous methodology includes listing the Agreement Factors under ORS 195.070. In addition, personnel transition issues will be evaluated for affected alternatives. As a test of the proposed methodology, Linda distributed a draft comparison of Park Standards and Service Levels for the Tualatin Hills Park and Recreation District and the City of Tigard. Additions to the table were considered, and items which were not relevant for service level comparison across the District and the City of Tigard were eliminated. An updated table will be distributed finalizing conditions and service level definitions and standards within the study area according to assumptions the group agreed upon. For basis of analysis of all the alternatives, a table of Current and Projected Population, Households and Employment figures was distributed. Information for this table was provided by Metro and interpreted by Washington County and Cogan Owens Cogan. The consultant team will proceed to work on the analysis per the final methodology. The group agreed to not meet January 15, but to communicate and discuss interim findings as appropriate. The City of Tigard and THPRD may meet to confirm standardization of parks, recreation and open space analysis assumptions and methodology before the next full Task Group meeting. The next full Task Group meeting remains scheduled for February 5th, 1997, until further notice. Enc.: December 16 Letter from Pat Whiting to the Parks Task Group Finalized Methodology for Parks, Recreation and Open Space Draft Park Standards and Service Levels Table Current and Projected Population, Households and Employment Table November 20 Meeting Notes COG. AN OWENS COGAN NFn CLFD PAI'F11 Task Group Meeting Notes PARKS, RECREATION AND OPEN SPACE February 19, Attending: Robin Smith, Metzger Park Board; Andy Priebe, THPRD; Mark Brown, Washington County; Jennifer Gardner, City of Hillsboro; Barbara Fryer, City of Beaverton; Duane Roberts, City of Tigard; Larry Eisenberg, Washington County; Linda Davis, Cogan Owens Cogan; Jim Breithaupt, Moore Breithaupt & Associates. Linda Davis went over the tables on service levels and projected needs for each alternative. Alternative 1 uses current THPRD and City of Tigard service levels and Alternative 2 uses THPRD service levels. Alternative 3 is intended to use THPRD service levels for Beaverton and the NRPA standard for a new park and recreation district in Tigard. It was noted that Alternative 3 does not seem to reflect the NRPA standard for Tigard. This will be checked and amended if necessary. Alternative 4 uses THPRD's service levels. It was pointed out that it would be helpful to show what the immediate service level would be under Alternative 3 if the area were annexed to THPRD immediately. Linda said they would run some numbers on this. Linda clarified that the service level information does not factor in the Metzger Park but does include the population within the LID for purposes of projecting future needs. Larry Eisenberg said it is effectively assumed that the park would continue as is under the LID. Jim Breithaupt discussed tables related to the financial analysis of alternatives 1 & 2. The analysis shows that the impact of Measure 47 is significant for both alternatives. The most conservative impacts of 47 were assumed for both THPRD and the City of Tigard. Jim said it would take state legislation and/or more liberal interpretations of 47 to cause a reduction in the impacts. For example, the Legislature would have to allow local levies to override the limitations of 47 to allow both jurisdictions to continue to provide services at their existing levels of service. Maintenance and operations are particularly impacted. Even if bond issues and other sources of revenue could be obtained to pay for acquisition and capital costs, there will not be sufficient revenues for operation and maintenance. There was discussion about what the financial impacts, e.g., benefits, might be to the City of Tigard to remove parks from the City's general fund (Alternative 3). There was general acknowledgment that this could be beneficial to the city's general fun, even if the opportunity to pursue this alternative is remote. Linda asked Jim to look at this alternative for impacts to the City of Tigard general fund. There was further discussion about the role of systems development charges (SDCs) for capital costs and fees to defray operation and maintenance. Jim said that the use of SDCs - either increasing them (Tigard) or instituting new ones (THPRD) - still beg the COGAN OWENS 1 COGAN "OCLIDPAM issue of operations and maintenance. Increasing fees for services (THPRD) will help, but park and recreation services are very price sensitive and may not actually help to make up for loss in property taxes. Andy Priebe said that THPRD currently recoups about 19% of its program costs through fees. Mark Brown said that we need to be able to tell people what will need to be done to make up for revenue shortfalls. It would probably be a good idea to show people what the pre-47 picture would be compared to post-47. Linda also suggested that we show the per capita costs for each alternative as a better way to compare them. Mark Brown related the schedule of public meetings set for April. There was discussion about what information would be provided at these meetings. Mark said it is not planned that service provider would give any kind of sales pitch. Linda said that this still needs to be worked out and will be discussed more at the next meeting. Jim will meet with Andy and Duane next week to finalize service level and cost information. The next meeting will be March 5, 1997 at Metzger Park. Revisions to the financial analysis will be discussed as well as non-financial impacts of each alternative. COCA` OWENS 2 COGAN UC KLEO PAPER Task Group Meeting Notes PARKS, RECREATION AND OPEN SPACE March 5, 1997 Attending: Larry Eisenberg, Washington County; Andy Priebe, THPRD; Duane Roberts, City of Tigard; Jennifer Gardner, City of Hillsboro; Linda Davis, Cogan Owens Cogan; Jim Breithaupt, Moore Breithaupt Associates. Linda Davis briefly reviewed the report covering the evaluation of non-financial factors that was sent out before the meeting. Jim Breithaupt discussed the financial analysis on the alternatives completed to date. Because of Measure 47, Alternative 3b, establishing a county service district in the Tigard area, is the most attractive of the alternatives, assuming that existing jurisdictions cannot go outside Measure 47 to establish a new tax base. In response to a question by Andy Priebe, Jim said it is uncertain whether THPRD could ask the voters for a new tax base outside of Measure 47 limits. The most conservative answer at this time is no. Jim discussed the "son of Measure 47" being considered by the Legislature and handed out descriptive material. The overall conclusion is that we will not be able to make a final evaluation of the financial impacts of the alternatives until we know the final outcome of Measure 47 either a new measure on the ballot in May, or what the Legislature might do to address Measure 47 issues. Linda reminded the group of the public meetings scheduled for April. The group discussed some possible questions that could be asked of participants at the public meetings. Linda asked that comments on the evaluation to date be sent to her by April 1. The next meeting of the task group will be May 14 at which time we will review results of the public meetings, the outcome of Measure 47, assuming an election has taken place, and a final version of the evaluation. coc.t OWE\5 COCAN RKICI[orArcA Task Group Meeting Notes PARKS, RECREATION AND OPEN SPACE May 14,1997 Attending: Larry Eisenberg, Washington County; Andy Priebe and Steve Bosak, THPRD; Duane Roberts, City of Tigard; Barbara Fryer, City of Beaverton; Jennifer Gardner, City of Hillsboro; Linda Davis, Cogan Owens Cogan; Jim Breithaupt, Moore Breithaupt Associates The committee discussed the results of the public meetings held in April. The primary concerns in the Tigard area meetings was retention of the Metzger Park LID and the lack of recreation services. There was some interest in annexing to THPRD and one person suggested a new park and recreation district similar to THPRD for people in the Tigard area. In the Beaverton area, participants are very satisfied with services they receive from THPRD and no one suggested any other alternative for people in the Beaverton area. The task group discussed recommendations for principles of urban service agreements. Beaverton: THPRD to continue as service provider in the Beaverton area and expand to include all of the Beaverton urban service area within the study area. Standards should be per the 1996 20-year master plan. The City of Beaverton, County and THPRD should consider adopting a systems development charge (SDC) for future land acquisition and capital construction. The urban service agreement should reflect that the City owns park land and contracts with THPRD for operation and maintenance. Tigard: For the immediate future, Tigard should be the service provider for the City and, as the City annexes, it would become the provider of parks for annexed areas. Tigard would maintain its current level of services for parks. The City and County, and perhaps other cities such as Tualatin and Sherwood, should examine the desirability of creating a special district for park and recreation services. There was discussion about whether an SDC could be adopted county-wide to assure that there would be money to purchase and develop park land. Linda and Jim pointed out that it wouldbe necessary to develop a master plan to identify the level of funding and qualified projects; it is uncertain whether,practically speaking, this could be done. It might be possible, however, for the City of Tigard to consider expanding its master plan to include all of its urban service area so that an SDC could be adopted for this area. Duane said there had been discussion in the City about this. Further direction on this issue COG A\ OVENS I COGAN R[C\CLED PI'ER and the broader question of a park and recreation district may come out of the City's visioning process now underway. Linda suggested that there needs to be come agreement among all the providers concerning the future of the Metzger Park LID. If all parties can agree that the LID will continue as long as the LID property owners wish it to, this could establish a level of trust and open up discussion with this neighborhood about other issues. Everyone concurred with this concept. Linda asked what the status is of Metro Greenspaces - is Metro planning to retain properties it purchaseswith Greenspaces money or will they be turned over to other providers? Several suggested that Metro is trying to get local providers to take over certain properties,but it is unclear what role they intend to play in the future. Jim discussed Measure 47 and Measure 50 and what differences, if any, each will make in parks and recreation alternatives. Measure 50 fixes the annexation problem. The prognosis for passage of 50 is probably not good. The Legislature could transfer some provisions it wrote for Measure 50 to Measure 47 implementation in the event 50 fails. Overall, if Measure 50 passes we will have some more certainty about a number of questions than if we have to live with Measure 47. Measure 50 does not change the analysis of the alternatives. Linda described the process to complete this project. The analysis will be completed to include the financial analysis. A summary report will be written this will be sent to the task group for comments. Linda thanked everyone for their assistance and participation. y COGAN OWENS 2 COGAN •[C1flFD/M'G AGENDA ITEM # FOR AGENDA OF October 20. 1998 CITY OF TIGARD, OREGON COUNCIL AGENDA ITEM SUMMARY ISSUE/AGENDA TITLE Review Evaluation Criteria for Long_Teerrmm/Water Supply PREPARED BY: Ed Wegner DEPT HEAD OK CITY MGR OK ISSUE BEFORE THE COUNCIL A review and discussion of our evaluation criteria used in the 1994 Water Supply Update and make a decision on whether the Council should revise or rank the criteria for evaluation of the two water supply options. STAFF RECOMMENDATION Engage in discussion with Phil Smith of Murray, Smith and Associates on the evaluation criteria and be prepared to revise the criteria, as needed. INFORMATION SUMMARY In the City's Water Supply Up late, evaluation criteri as were setforth in determining and ranking long term water supply source alternatives. Attached is this ranking and Chapter 4 of this Plan which explains in detail these alternatives and sources. Also as requested Davis & Hibbits conducted a telephone survey regarding water supply problems and options as well as advise to Council. The summary is also attached. OTHER ALTERNATIVES CONSIDERED 1. Revision of our existing criteria 2. Rank or re-prioritize criteria ' 3. Develop a new list of criteria for evaluating water source options. VISION TASK FORCE GOAL AND ACTION COMMITTEE STRATEGY This is in conjunction with our visioning goal of securing a long-term water supply source for the City of Tigard's Water Service area. Y FISCAL NOTES The discussion has no impact on the budget, however the decision on water supply source will be discussed once the Portland and Willamette options are reviewed in early 1999. kathy\cc10-2.1 Table 4-1 Summary of Evaluation Criteria and Tabulation of Rankings i...,..w:: :vv:»r:r{. .:n. .2 n. ::r x..:.. :i?: •i:v; .i Y:v: ?:!:!.C, r vnvCf3:~%:«puY•:::p)}:h}Y::::::::n: u::.:}:}:)y: ))Y. .r... : '}Y:iiy: 4:::•}'v:::: is }:::::'::9Y::3y,i r:: v:bui;::::::::n:::::::: sr:v r ....n3::'::~ x.:.:v } i}'!:: Y. J~ ::.:.::..:'4: }:4;33 : ?•Y33}3: i•Y {..N.J.Hi O uvnv.•nvnv: n n.... Y.. :.:.n..:::r::...:.....»,,,,!..,..:v,.,?::.:.:.:::v..::::::.:.:~:..~:.:::::.~ .....:....::::.::.....<.:Y}Y}: e _ . auk.}:::.fit r...: ..............:.........._:::::.:r..}iii;:<.; ;}in.::::: _ ..:...:..~:07.~....................:n.:::.:::.:::::::::.~.:::::.:.:,:. :r.1P3~= ! r ....................::•.4Y:o: ,:::.:.........nnv: yii:::J'YY'.}YYY.. T.:f<: b:;ib) .YC::•:Y:.Y:.nr..; f.. .:«n. :!Y:Jn•:. :n::ny,: :w: n:.:::.~.......... : r. ,r..... n:?•:. ~:3 'y:??<33}::.. . n..... r.r k . .n.,/ ..........::::?C!4iYi}:•i:?: :4:: p•.; :)i:}}}, L:?!..v::::; . :vri}' l.L.}\.}•p:?4}:YJ}n::r/~!" i)~':. v: .:::.w: v:.:. .n :4}} '33v:i::}:,vi!': 3??C !fiJ<?i.YYYJ: i}}>i:•Y:4: 3:u~' ~;:3;:;'f,.j; .4 . Opportunity for City Ownership 1 2 1 1 of Supply System Water Supply Agreements and 1 2 1 1 Contract Provisions Required Improvements and 2 1 4 3 Estimated Project Costs Estimated Cost of Water 1 1 3 2 Water Rights 1 2 4 2 Water Quality 1 1 1 1 Supply Implementation Timing 2 1 4 3 Certainty of Supply 1 2 4 3 Total Points 10 12 22 16 Final Ranking 1 2 4 3 93-0292.101 4-8 u~zo~4Y p.oaxukA ~/s k„,xNF WATER SUPPLY PLAN UPDATE CITY OF TIGARD OREGON OCTOBER 1994 CHAPTER 4 EVALUATION OF ALTERNATIVES General Each of the supply alternatives presented in Chapter 3 have advantages and disadvantages for Tigard. To quantify and assess these qualities, criteria must be established by which each alternative can be evaluated. A wide range of criteria can be used to evaluate the alternatives. This chapter presents eight criteria by which each alternative is evaluated and ranked in comparison to the other alternatives. These criteria are as follows: 1. Opportunity for City Ownership of Supply System 2. Water Supply Agreements and Contract Provisions 3. Required Improvements and Estimated Project Costs 4. Estimated Cost of Water 5. Water Rights 6. Water Quality 7. Supply Implementation Timing 8. Certainty of Supply Ranking of Alternatives A brief discussion of each alternative is presented for the individual criteria. Each alternative receives a ranking for the criteria. The ranking ranges from 1 to 4, with 1 being the highest ranking and a 4 the lowest ranking. The ranking is relative and some alternatives can receive an equal ranking for the same criteria. Opportunity for City Ownership of Treatment and Supply Facilities Certain supply alternatives give Tigard the opportunity for an ownership interest in the supply system. It is of benefit to Tigard to gain an equity interest in its water supply, treatment and delivery systems. Each alternative will be rated on whether Tigard has the opportunity to gain ownership or an equity interest in an alternative. City of Lake Oswego Supply The City of Lake Oswego has indicated a willingness to discuss the potential formation of a water authority or similar entity with Tigard. It is anticipated that such an institutional arrangement would allow Tigard the opportunity for ownership of its water supply, treatment and delivery systems. This alternative receives a ranking of 1. 93-0292.101 4-1 Evaluation of Alternatives Discussions were held with purveyors of each developed water source. Of those providers under consideration, only the City of Lake Oswego and the City of Portland provide Tigard the potential for a long range supply of water from an existing supply system. A long range supply of water could be obtained from the Willamette River through a city-owned or a jointly owned supply system. These four alternatives were evaluated under a set of eight criteria and ranked in comparison each other. The eight criteria are: 1. Opportunity for City Ownership of Supply System 2. Water Supply Agreements and Contract Provisions 3. Required Improvements and Estimated Project Costs 4. Estimated Cost of Water 5. Water Rights 6. Water Quality 7. Supply Implementation Timing 8. Certainty of Supply A tabulation of the evaluation and ranking results is presented in the following table. Summary of Evaluation Criteria and Tabulation of Rankings :....Z.;::;::.:..:... g .<~a~y X-N 1:1 Opportunity for City Ownership 1 2 1 1 of Supply System Water Supply Agreements and 1 2 1 1 Contract Provisions Required Improvements and 2 1 4 3 Estimated Project Costs Estimated Cost of Water 1 1 3 2 Water Rights 1 2 4 2 Water Quality 1 1 1 1 Supply Implementation Tinting 2 1 4 3 Certainty of Supply 1 2 4 3 Total Points 10 12 22 16 Festal Ranking 1 2 4 3 93-0292.101 E-2 City of Portland Supply It is anticipated that prior to the completion of the Phase 2 Plan Portland will not consider changes.in the present ownership arrangements of its water supply system. There is presently no opportunity for acquiring an equity interest in the Portland system. Portland has indicated that its consideration of long term supply arrangements will rely on the results of the Phase 2 Plan. Whether Portland will accept joint ownership of its water supply system by others is not known. This alternative receives a ranking of 2. _ Willamette River Supply City of Tigard System A City of Tigard supply system would be owned by the citizens of Tigard. This alternative receives a ranking of 1. Region& Supply System It is anticipated that the development of a regional supply system will provide Tigard the opportunity for ownership of these facilities. This alternative receives a ranking of 1. Water Supply Agreements and Contract Provisions Tigard has existing water service agreements with Lake Oswego and Portland. A general description of these agreements is presented in Chapter 3. It is to Tigard's advantage to pursue and enter into a water service contract that provides the city and a potential provider with the fairest contract provisions. Each alternative is ranked on the existing contract and the potential for renegotiation of the existing agreement with more equitable terms. The highest ranked alternatives are those that provide Tigard the opportunity to enter into a new agreement for water service that, among other things, establishes the amount of water to be supplied, provides the potential for the most equitable contract provisions and provides the potential for Tigard to have direct and substantive input into the rate setting process. City of Lake Oswego Supply The existing agreement for water service between Lake Oswego and Tigard allows Tigard to purchase surplus water, allows Lake Oswego to unilaterally establish the cost of water and allows the supply of water to be reduced at Lake Oswego's discretion. Lake Oswego has presented a framework for discussions of a new institutional arrangement by which Tigard can gain water service through ownership of facilities. It is anticipated that such an arrangement will provide Tigard the opportunity to share in water supply and cost decisions through the potential creation of a water supply authority or similar entity. This arrangement provides Tigard the 93-0292.101 4-2 opportunity to pursue a favorable water supply agreement. This alternative receives a ranking of 1. City of Portland Supply The existing agreement for water service between Portland and Tigard allows Tigard to purchase surplus water at rates established by Portland. While Uhis contract is utility based, water rates are established through calculations based on- an average annual water use and peaking factors of past water use periods. Application of certain provisions of this agreement result in variability of water rates and can cause significant changes in these rates from year to year. While Portland has indicated that there is a potential for a renegotiation of the existing contract, or any subsequent contract, there are no indications of anticipated contractual provisions. This alternative receives a ranking of 2. Willamette River Supply City of Tigard System A city owned supply and treatment system would require no contract for service. This alternative receives a ranking of 1. Regional Supply System It is anticipated that a regional supply system would allow Tigard the opportunity to participate in the development of agreements for water service. Through this process it would be expected that Tigard could secure a contractual framework that provides water to Tigard on a cost of service basis. This alternative receives a ranking of 1. Required Improvements and Estimated Project Costs For each alternative under consideration required improvements have been identified and estimated project costs developed. Project cost estimates include the cost of treatment facilities, pumping facilities, transmission mains and any cost related to the construction of new facilities required to bring a long term supply of water to the city. These costs also include costs that Tigard must pay to other providers for water. The estimated project costs for each alternative are presented and discussed in Chapter 3, Supply Alternatives. Each alternative is ranked according to the estimated costs of implementing the supply alternative. All project cost estimates are in 1994 dollars and include the estimated cost of improvements through the year 2020. City of Lake Oswego Supply It is estimated that the project cost of a Lake Oswego supply for Tigard will be approximately $16.4 million. A summary of these costs is presented in Table 3-1.. This alternative receives a ranking of 2. 93-0292.101 4.3 City of Portland Supply It is estimated that the project cost of a Portland supply for Tigard will be approximately $6.05 million. This alternative receives a ranking of 1. Willamette River Supply City of Tigard System The estimated project cost of a City of Tigard Willamette River water supply system is approximately $35.0 million. This alternative receives a ranking of 4. Regional Supply System The estimated project cost of a regional Willamette River water supply system is approximately $182.0 million. Tigard's estimated share of this cost is approximately $18.2 million. This alternative receives a ranking of 3. Estimated Cost of Water The cost of water has been estimated for each alternative. As presented in Chapter 3, these costs may include operation and maintenance costs, debt service for the repayment of bonds used to finance initial capital improvements, depreciation costs and/or a return on investment cost. These costs are presented in the cost per ccf of water and represent the estimated cost of water in 1994 dollars. If possible, consideration is also given to the estimate cost of water to the year 2020. Each alternative is ranked according to its estimated costs of water. City of Lake Oswego Supply The estimated cost of water for the Lake Oswego supply is approximately $1.06 per ccf. Based on the estimates presented in Chapter 3, the estimated cost of water may decline over time as the user base expands and debts are retired. This alternative receives a ranking of 1. City of Portland Supply The estimated cost of water for the Portland supply is variable. It may range from approximately $0.80 to $1.05 per ccf. No determination of water costs beyond 1999 have been made. While the lower limit of this cost range is the lowest estimate of probable water costs, the.potential for variability of costs and the uncertainty of future water costs raises the relative ranking of the other alternatives. This alternative receives a ranking of 1. 93-0292.101 4-4 i Willamette River Supply City of Tigard System The estimated cost of water from a Willamette River supply owned by Tigard is approximately $2.00. This alternative receives a ranking of 3. Regional Supply System The estimated cost of water from a regional Willamette River supply is approximately $1.08 This alternative receives a ranking of 2. Water Rights Each alternative has water rights issues associated with the delivery of water to Tigard. The inability to use or acquire water rights may make an alternative unfeasible. Should Tigard develop a new water supply independently, water rights issues become very important. When purchasing water from other water purveyors, the water rights issues become a matter of evaluating the providers ability to meet the contractual obligations to Tigard. Each alternative will be ranked on this issue when comparing water supply alternatives. City of Lake Oswego Supply The City of Lake Oswego has water rights on the Clackamas and Willamette Rivers. Lake Oswego has used these rights to supply surplus water to Tigard. Lake Oswego has indicated the willingness to consider the potential of allowing these rights to be used by an institutional entity comprised of Lake Oswego and Tigard in a water supply authority or similar entity. This alternative receives a ranking of 1. City of Portland Supply The City of Portland has exclusive water rights to the Bull Run Watershed and additional rights for the Columbia River Ground Water Well Field. Portland has used these rights to supply water to wholesale users. Portland is awaiting the outcome of the Phase 2 Plan prior to action on the further use of these rights or acquisition of new rights such as on the Columbia River. This alternative receives a ranking of 2. Willamette River Supply City of Tigard System The City of Tigard has no water rights on the Willamette River. This alternative receives a ranking of 4. 93-0292.101 4-5 Regional Supply System The Tualatin Valley Water District has water use permits on the Willamette River that could potentially be used as a source for a regional treatment and supply system. Tigard may gain access to these rights through participation in a regional water supply entity. There are some issues related to the ability to use these rights that remain unresolved. This alternative receives a ranking of 2. Water (,duality All of the existing developed supply alternatives presently meet existing State and Federal water quality requirements and would be expected to meet any future requirements. Any development of a new Willamette River source will also meet water quality requirements. All of the alternatives receive a ranking of 1. Supply Implementation Timing City of Lake Oswego Supply It is estimated that this supply alternative could be operational in approximately 3 to 5 years. This alternative receives a ranking of 2. City of Portland Supply It is estimated that this supply alternative could be operational in approximately 1 to 3 years. This alternative receives a ranking of 1. Willamette River Supply City of Tigard System It is estimated that this supply alternative could be operational in approximately 7 to 12 years. This alternative receives a ranking of 4. Regional Supply System It is estimated that this alternative could be operational in approximately 5 to 10 years. This alternative receives a ranking of 3. Certainty of Supply Each alternative is capable of providing of water to Tigard to meet its estimated 2020 needs with varying degrees of certainty. A discussion of the quantity of available supply and conditions of this supply is presented with the description of each alternative presented in Chapter 3. Each supply alternative is ranked on its relative 93-0292.101 4-6 certainty of meeting Tigard's water needs as presented in Chapter 2. For developed systems, certainty of supply is the provider's expressed willingness to work with Tigard in developing a firm long term water supply for the city. Alternatives with the greatest potential to provide a firm long term water supply to Tigard rank the highest. For undeveloped supplies, certainty of supply relates to the potential for successful development of the supply. Alternatives with the greatest potential for providing Tigard certainty of supply are ranked the highest. City of Lake Oswego Supply The Lake Oswego analysis of water service to Tigard concluded that expanded Lake Oswego facilities would have adequate capacity to supply both cities to the year 2020. The analysis also presented a documentation of required improvements and provided a framework for discussions that offer Tigard control of its water supply availability. This alternative receives a ranking of 1. City of Portland +Supply The City of Portland has not indicated a firm commitment to supply water to Tigard. This alternative receives a ranking of 2. Willamette River Supply City of Tigard System A City of Tigard treatment facility on the Willamette would be designed to provide adequate supplies to meet Tigard's 2020 estimated peak day demands. Issues related to raw water availability reduce the ranking of this alternative. This alternative receives a ranking of 4. Regional Supply System A regional supply system on the Willamette would be designed provide adequate supplies to meet Tigard's 2020 peak day demands. The certainty of this supply is less then for developed supply systems. The availability of existing water use permits, however, improves the ranking of this alternative. This alternative receives a ranking of 3. Ranking Summary and Conclusion A summary of the evaluation criteria and a tabulation of the evaluation ranking of each alternative is presented in Table 4-1. The City of Lake Oswego supply alternative receives the highest total final ranking. The City of Portland supply alternative ranks second. A regional supply system on the Willamette River is ranked third and a City of Tigard treatment facility on the Willamette ranks fourth. Recommendations for the implementation of the Lake Oswego supply alternative are presented in Chapter 5. 93-0292.101 4-7 EXECUTIVE SUM%1ARY General This document is an update of a water supply plan prepared for the Tigard Water District in 1990. This update includes an evaluation of seven long term water supply alternatives. These alternatives are: I . City of Lake Oswego Supply (Clackamas River) 2. City of Portland Supply (Bull Run River and Columbia River Well Fields) 3. City of Tualatin Supply (Bull Run River and Columbia River Well Fields) 4. Hillsboro-Forest Grove-Beaverton-Tualatin Valley Water District-Joint Water Commission Supply (Tualatin and Trask Rivers) 5. South Fork Water Board Supply (Clackamas River) 6. Tualatin Valley Water District Supply (Bull Run River, Columbia River Well Fields and the Tualatin and Trask Rivers) 7. Willamette River Supply above Wilsonville Water Demand Estimates Estimated water demands for the water service area were developed using City of Tigard population estimates for the years 2000, 2010, and 2020. Also developed were estimates of anticipated 1994 demands and a 1994 population estimate. Tigard's year 1990 population of 30,800 is included as a base line year. Population estimates and water demand estimates are summarized in the following table. Summary of Estimated Population and Water Demands •l'✓: d•zi•;;r•si4: chary . . 1990 30,800 4.6 10.6 1994 33,500 5.0 11.5 2000 39,700 6.0 13.8 2010 45,500 6.8 15.7 2020 51,700 7.8 17.9 93-0292.101 E-1 Evaluation of Alternatives Discussions were held with purveyors of each developed water source. Of those providers under consideration, only the City of Lake Oswego and the City of Portland provide Tigard the potential for a long range supply of water from an existing supply system. A long range supply of water could be obtained from the Willamette River through a city-owned or a jointly owned supply system. These four alternatives were evaluated under a set of eight criteria and ranked in comparison each other. The eight criteria are: 1. Opportunity for City Ownership of Supply System 2. Water Supply Agreements and Contract Provisions 3. Required Improvements and Estimated Project Costs 4. Estimated Cost of Water 5. Water Rights 6. Water Quality 7. Supply Implementation Timing 8. Certainty of Supply A tabulation of the evaluation and ranking results is presented in the following table. Summary of Evaluation Criteria and Tabulation of Rankings ;:PttSnd::::. Wales atI .....................................................................M Opportunity for City Ownership 1 2 1 1 of Supply System Water Supply Agreements and 1 2 1 1 Contract Provisions Required Improvements and 2 1 4 3 Estimated Project Costs Estimated Cost of Water 1 1 3 2 Water Rights 1 2 4 2 Water Quality 1 1 1 1 Supply Implementation Timing 2 1 4 3 Certainty of Supply 1 2 4 3 Total Points 10 12 22 16 Final Ranking 1 2 4 3 93-0292.101 E-2 Recommendations The recommended alternative for Tigard's long term water supply is the Lake Oswego supply alternative. Tigard should proceed immediately with the steps needed to develop this supply. Interim water supplies are needed to supplement existing supplies as the recommended supply alternative is developed. Discussions should be held with Portland and the Tualatin Valley Water District for these interim water supply needs. It is recommended that Tigard proceed with the following items. Items 1 through 11 should proceed immediately and concurrently and be concluded in approximately one year. Items 12 and 14 should proceed immediately and continue indefinitely. 1. Formally adopt this plan and recommendations. Note: The City of Tigard City Council formally adopted this plan on September 27, 1994, under City of Tigard Resolution No. 94-45. A copy of this resolution is included as Appendix D of this document. This final Water Supply Plan Update includes minor nwcgftations of the draft document. 2. Incorporate this plan into the City's Comprehensive Plan. 3. Proceed with negotiations with the City of Lake Oswego to develop a long term supply of water. The negotiations should consider institutional, financial, operational and other relevant matters. 4. Develop and execute agreements with Lake Oswego upon successful completion of negotiations. 5. Prepare a comprehensive water system master plan update. The plan will identify those system improvements required for implementation of the Lake Oswego supply as well as internal system improvement requirements. Data from this plan will be used in the financial plan. 6. Prepare a financial plan for the city water system considering the financial requirements of the Lake Oswego supply, interim water supply costs from Portland and the Tualatin Valley Water District until completion of the Lake Oswego supply expansion, internal system capital improvement requirements, operations and maintenance costs, and other items as appropriate. 7. Proceed with the recommendations of the financial plan including authorization for and sale of bonds and water rate adjustments. 8. Review existing operational conditions with Lake Oswego to establish arrangements that allow Tigard and Lake Oswego to maximize the available water supply prior to the completion of the proposed supply expansion. 93-0292.101 E-3 9. Review with Portland Tigard's interim water supply needs during the period that the recommended long term supply alternative is being developed. These discussions should include: A. An immediate review of transmission piping configuration and capacities to confirm the actual capacity of the Bradley Corner connection. B. A review of water use patterns and system operations to provide the most economical supply of water. C. A further review of the impacts on anticipated water costs from variations in system operations. D. A review of the existing agreement for water service. This review should include a discussion of the potential cost impacts of an interim supply arrangement and the potential benefit to Portland for Tigard's ultimate reduction in Portland water use. 10. Review with the Tualatin Valley Water District Tigard's interim water supply needs. The discussions should include: A. Review the potential for an agreement for water service that provides Tigard the opportunity to purchase surplus water to supplement existing supplies while the recommended long term supply alternative is developed. B. Determine the need for improvements to provide an adequate interim water supply while the Lake Oswego supply is developed. C. Review potential connection configurations of this interim supply in addition to pressure, flow, supply and the cost of service associated with such an arrangement. D. Review the costs associated with the development of this interim supply and assess its further consideration. 11. Maximize the use and capacity of City of Tigard ground water well supplies. These supplies are limited, however, additional well capacity may be available to supplement existing supplies as the recommended long term supply alternative is developed. 12. Participate in the current regional water supply planning efforts, the Phase 2 Regional Water Supply Plan, and in the subsequent implementation of that plan and other plans that may provide for Tigard's water supply needs beyond the year 2020. 93-0292.101 E-4 r• d 13. Participate in discussions of water supply issues with entities interested in the potential long term development of the Willamette River as a regional water supply- 14. Periodically review the findings and conclusions of this supply plan update to provide guidance for the supply of water to the city beyond the year 2020. 93-0292.101 E-5 Davis ' & Hibbitts • Inc.` lblarket and Public Opinion Research 921 S.W. Morrison, Suite 424, Portland, OR 97205 Phone (503) 220-0575, FAX 220-0576 e-mail: davishib@fta.com September 8, 1998 TO: Brian Bell, Rockey Bowler FROM: Davis & Hibbitts, Inc. RE: Tigard Water District Survey Results L Introduction , Davis & Ilibbitts, Inc. (DHI) is pleased to present the results of a telephone survey conducted during August to assist the City of Tigard in planning for its future water supply.. The sample size for the survey was 305, and the respondents were randomly drawn from among registered voters in the Tigard Water District. Description of Sample. As will be noted in the accompanying tables, a substantial quantity of demographic data was collected during the survey. This enabled various comparisons to be made in each major question area. Major characteristics of the sample were as follows: (a) The sample was 50% female and 50% male. (b) Age was grouped into three categories. Eleven percent (11%) fell in the 18-34 range, 43% were ages 35-59, and 46% were age 60 and over. (c) Forty-four percent (44%) lived in the Tigard Water District area for 10 years or less, 23% for 11 to 20 years, and 34% for more than 20 years. (d) Income was grouped into four categories. Twenty-three percent (23%) reported incomes under $30,000, 16% fell in the $30-45,000 range, 33% fell in the $45-75,000 range, and 29% earned $75,000 or more. (e) Eighty-four percent (84%) of the sample were homeowners, and 16% were renters. (f) Twenty-eight percent (28%) of the respondents had children under age 18 living at home, while 72% were without children. Questionnaire. A copy of the questionnaire is, attached as an Appendix In gathering the responses, DHI employed quality control measures which included questionnaire pretesting, callbacks, and verification. The substantive areas of questioning included water supply problem and knowledge level, water supply options, and advice to the city council. Each is discussed in a 1 separate section below. This report will highlight noteworthy outcomes. Numerical results were analyzed by frequency of response for categorical-format data and by comparing means for scaled-format data. Beyond this, only subgroup variations which appeared useful for planning and policy-making purposes are discussed. Statement of Limitations. Any sampling of opinions or attitudes is subject to a margin of error, which represents the difference between a sample of a given population and the total population (here, Tigard Water District area). For a sample size of 305, if the respondents answered a particular question in the proportion of 90% one way and 10% the other, the margin of error would be 3.37%. If they answered 50% each way, the margin would be 5.61%. The reason for the difference Lies in the fact that when response categories are relatively even in size, each is numerically smaller and thus slightly less able - on a statistical basis - to approximate the larger population. These plus-minus error margins represent differences between the sample and total population at a confidence interval, or probability, calculated to be 95%. This means that there is a 95% probability that the sample taken for this study would fall within the stated margins of error if compared with the results achieved from surveying the entire target population. IL Water Supply Problem and Knowledge Level Respondents were asked if they believed that Tigard currently has, or will have in the near future, a water supply problem Forty-six percent (46%) said yes, 14% said no, and 40% were unsure or did not respond (Table 1). Respondents age 35 to 59 (45%) and 60+ (51%) said yes more than respondents age 18 to 34 (27%). Homeowners, as compared to renters, were also more likely to believe that Tigard had a water supply problem (49% to 34%). The 140 respondents who believed Tigard had a water supply problem were asked to rate its seriousness, and 19% chose very serious, 66% somewhat serious, 8% chose not very serious, 2% said not at all serious, and 5% were unsure or did not respond (Table 2). When these results were collapsed into the categories of "serious" or "not serious," the outcome was an 85% to 10% leaning towards the former. On a scale where loot at all serious to 4--very serious, the mean of 3.07 reflects a somewhat serious orientation. There were no subgroup interactions. All respondents were informed that Tigard does need a new water supply for the future and were asked if they had heard or read about plans for Tigard's future water supply. Fifty-five percent (55%) said yes, 44% chose no, and 2% were unsure or did not respond (Table 3). The older the respondent, the more likely they knew of Tigard's water supply problem (39%, 49%, and 64% for each ascending age group). M. Water Supply Options - General Respondents were read a list of eight items that have been suggested as considerations in assessing options for Tigard's future water supply and were asked if the list is a good or poor one. 2 The list included: • Environmental impact: Impacts on the general environment of using the water source. • Diversification: Not relying on only one water supply source. • Untreated water quality: Quality of the water before treatment. • Tap water quality: Quality of the water after treatment. • Ownership: Opportunities for Tigard to own or share in ownership of the water source. • Construction costs: Costs to build new water facilities and pipes. • Ongoing costs: Costs of the water to the customer, including operations and maintenance. • Certainty: Likelihood that the water source will meet projected demands. Thirty-eight percent (38 said it was a very good list, 47 % chose good, 6 % said poor, 2 % said very poor, and 7% were unsure or did not respond. These results amounted to an 85% to 10% split in favor of the positive ratings. The mean of 3.30 (1 =very poor to 4=very good) reflects a position between good and very good (Table 4). (Percentages exceed 100% due to rounding.) Respondents in the under-60 age groups rated the list more positively (3.48 and 3.41 respectively) than older respondents (3.14). Respondents with children also rated the list more positively than those without (3.43 to 3.24). The 259 respondents who gave a positive rating were asked why. Seventy-six percent (76 said the list covers a broad range of issues or that the list is comprehensive, and 9 % said that another source of water is a good idea (Table 5). The 25 respondents who gave a negative rating were also asked why. Five (5) respondents said it sounds too expensive, while 4 respondents said the city should consider limiting water usage (Table 6). The other responses were scattered over a wide variety of topics. IV. Water Supply Options - Specifics Respondents were then re-read the above list of items to be considered in assessing water supply options and were asked to rate each on a 0=not at all important, 5=mid-point, 10=very important scale. The table below summarizes these results. See Tables 7A to Table 7H for an item-by-item breakdown of the frequencies and Table 7 for the means. Item Mean % Very Important Tap Water Quality 9.21 65% Certainty 8.07 33 Diversification 7.52 26 Ongoing Costs 7.48 25 Construction Costs 7.27 26 Environmental Impact 7.23 27 Untreated Water Quality 7.20 27 Ownership 5.81 11 3 Tap water quality stood by itself above all others, and certainty (in meeting future demands) stood alone in second place. Diversification, ongoing costs, construction costs, environmental impact, and untreated water quality filled a third tier, and ownership was alone in last place. There were several significant interactions. By gender, females rated 6 of 8 items as more important than did males (all except certainty and ongoing costs). By age, environmental impact was rated as more important by ages 18 to 34 than older respondents, but construction costs were rated as less important by this age group than by older respondents. Also by age, respondents age 60 and over rated the untreated water quality and ownership as more important than did respondents age 35 to 59. By income, respondents earning under $45,000 rated the untreated water quality as more important that respondents earning $75,000 and over. Respondents with no children living in their household rated untreated water quality as more important. Respondents who had heard or read about plans for Tigard's future water supply rated environmental impact as more important. Along these same lines, respondents were asked what should be the one most important factor in their decision about a future water supply. Fifty-two percent (52%) said water quality or safety, 15% said meeting demands, and 11% mentioned water prices or cost of new source (Table 8). Respondents were then asked for their second most important factor, and 36% mentioned water prices or cost of new source, 23% said water quality or safety, and 9% mentioned environmental impact (Table 9). When respondents mentioned water prices or cost of new source, they were referring primarily to their water bill, but there was quite a lot of sophistication because most saw that construction and maintenance costs would be passed on in the water bill. Taken as a whole, we can say that both water quality/safety and cost were about equally important. Respondents were asked unaided what options does Tigard have for solving the water supply problem, and 16% mentioned the Willamette River as a source, 14% mentioned Bull Run as a source, but 67% did not offer a comment (Table 10).- Finally, respondents were asked for one piece of advice they would like to give the Tigard City Council regarding making a decision about a future water supply. Sixteen percent (16%) said to do sufficient research before deciding, 10% mentioned that the project must be kept to minimal costs or at least be cost effective, and 10% also said to listen to the community and voters (Table 11). V. Summary A random sample of 305 registered voters in the Tigard Water District were asked a series of service and supply-related questions regarding their water. On the whole, awareness of a potential future water supply problem in Tigard was not high. A little less than half the sample 4 indicated awareness, while a little more than half had heard something about future plans to increase their local water supply. However, by better than an 8 to 1 margin, those indicating awareness believed it was a serious need. This highlights two factors of significance: there is a relatively large unaware segment of the voting population that is potentially subject to influence on this subject. Secondly, local water supply is an important issue to those who know about it. In general, respondents viewed the list of 8 water supply considerations they were given during their questioning to be full and complete. These included factors such as quality, costs, and environmental protection. It was not surprising that they regarded finished water quality as the most-important factor, closely followed by certainty in meeting future needs. A DHI study done for another local government in the metro area produced similar results earlier this year, even though that jurisdiction is in the midst of a major conservation program while Tigard is not. Thus, people want the water they get at home to be of high quality, and they want there to be enough water to comfortably meet local needs. The fact that construction and operating costs, as well as environmental issues, fell below these two items may suggest a certain balance in the public's perspective. The question of cost, as long as it appears reasonable, may not be as important in this area as other considerations are. Too much should not be made of this suggestion without further study, since respondents were not given any cost information with their questions, nor was it explained to them how the costs would be met. It was also notable that the question of where additional water for Tigard should come from did not generate a set of powerful responses. Indeed, about 2/3 of respondents offered no comment. Apparently because of concerns over quality, the possible use of the Willamette River for drinking water has become a fairly emotional issue in a couple of other jurisdictions that DHI has worked with on this issue over the past several years. Depending on where the district proposes to get its water, sensitivity to this subject in Tigard could develop in the same manner. 4M 5 MT-21-98 WED 08;02 MSA FAX NO. 15032259022 P.01 0 - 121 S.W. Salrmn, Suite 1020 N Portland, OR 47204 M1 PHONE: 503-225-9010 O FAX $0..1.225.9022 FACSIMILE TRANSMITTAL Date: 10-21-15 Job No.: 'Dime: Re: _10.10.9 $ 1/VD ~K- Pages (including cover sheet): secs t b Al 1:70 P Ciff Apr Original to follow by mail: ❑ Yes `V No Attention: C Company: Fax Number: 48-q 729'7 Comments: cc: From: Q.xxt M, At ye.wt A~ NOTE. If you do not receive the rnatRrlelc ae ilwersihiil nhwvo nlonoi ~nnM~/ nrir n/YJ.•~ i...w...r:.d.1.. OCT-21-98 WED 08:03 MSA FAX NO, 15032259022 P.02 CITY OF TIOARD WATER SUPPLY ALTERNATIVES EVALUATION CRITERIA REVIEW WATER QUALITY • Treated water (tap water) quality - Current water quality standards - Exceed existing standards - Accommodate future standards * Near term *Mid term *Long term Classes of regulated constituents - SOC's/DBP's/pathogens, etc • Raw water quality REQUIRED IMPROVEMENTS AND ESTIMATED PROJECT COSTS • Facilities required to serve Tigard to meet ultimate demands • Project costs of facilities OCT-21-98 WED 08;03 MSA FAX NO. 15032259022 P,03 ESTIMATED COST OF WATER • Cost per 100 cubic feet - - Water purchase costs - Capital costs - Operations and maintenance costs ® Present and future costs per 100 cubic feet • Present worth analysis for financial comparison of alternatives CERTAINTY OF SUPPLY ® Likelihood supply source can be implemented - regulatory, financial, physical, political, or other impediments ® Likelihood supply-source will be available to meet ultimate demands - same reasons OCT-21-98 WED 08;04 MSA FAX NO. 15032259022 P-04 WATER SUPPLY AGREEMENTS AND CONTRACT PROVISIONS • Key Provisions/Issues - Term or perpetual - Renewable Fair and reasonable rate basis Meet demands - Share the pain if shortages - Relief for non-performance - Point(s) of delivery Delivery conditions and restrictions Other WATER RIGHTS • Surplus water • Water rights in City's name OPPORTUNITY FOR CITY OWNERSHIP OF SUPPLY SYSTEM • No ownership • Ownership of capacity only • Ownership of facilities and capacity ~~Jiiii 01 Jill lill 'OOT-21-98 WED 08:04 MSA FAX NO. 15032259022 P105 SUPPLY IMPLEMENTATION TIMING ® Ability to develop new supply by expiration of current purchase agreement in 2005 . Ability to match demand growth thereafter to • ultimate demand * Risk of not achieving above requirements potential need to seek other source or sources ENVIRONMENTAL IMPACTS ® Impacts on general environment (Phase II Regional Water Supply Plan) ® Update with current data DIVERSIFICATION OF SUPPLY ® Development of additional local/regional supply source -important? AGENDA ITEM # FOR AGENDA OF October 20. 1998 CITY OF TIGARD, OREGON COUNCIL AGENDA ITEM SUMMARY ISSUE/AGENDA TITLE Encroachment on Public Properties PREPARED BY: Ed Wegner DEPT HEAD OK~ CITY MGR OK ISSUE BEFORE THE COUNCIL How should the City of Tigard deal with the issue of encroachment of private citizens onto public properties such as greenways, park wetlands, etc. STAFF RECOMMENDATION Review with Council and citizens all the options for and against in establishing a consistent policy for all to agree to abide by throughout the City. INFORMATION SUMMARY Over the years private citizens have been allowed to encroach upon City owned land. This action has both positive and negative effects - dependent upon different property owners. Some of these encroachments have aesthetic value, others for conveniences and others can be detrimental to the City. Attached is an outline of possible options and procedures to follow. OTHER ALTERNATIVES CONSIDERED This is a discussion to listen to all alternatives and develop a consistent policy for disallowing or allowing encroachment onto public property. VISION TASK FORCE GOAL AND ACTION COMMITTEE STRATEGY N/A FISCAL NOTES N/A kathy\cc 10-20 Department of Public Works' Suggestions: TIGARD ENCROACHMENT ISSUE OPTION #1 City Policy should be to allow no encroachment at all onto City-owned parkland, greenway or other property. Action Steps: A) Plan to return all areas to original state and initiate marking plan. All current residents encroaching on city-owned property must remove all materials, structures, plants and any other objects placed on City property within the following timelines. City of Tigard staff will then initiate a marking plan by installing fencing, shrubs or other materials to mark boundary lines between City and private properties if not already in place. • playgrounds 1 week from notice e fencing 30 days • pools/ponds 6 months • shrubs 6 months e landscaping 6 months • irrigation 1 year • dirt/fill/soil 1 year (Unless fill is in wetlands. If in wet- lands, prompter action with appropri- ate permits is required.) • unknowns 1 year Encroachment is not allowed according to Tigards Municipal Code 7.24 and 7.52. Tigard Municipal Codes would need to be changed if the City of Tigard were to allow these violations to continue. Provisions of TMC 7.24 deal with "Criminal Trespass." Section 7.24.120, (3) (B) (4) states that Criminal Trespass occurs when someone enters or remains unlawfully by failing to leave premises open to the public after being lawfully directed to do so by the person in charge. "Open to the public" means premises which by their physical nature, function, custom, usage, notice or lack thereof or other circumstances at the time would cause a reasonable person to believe that no permission to enter or remain is required. TMC 7.52 .120 relates to vandalism in parks and states that it is unlawful for any person to remove, destroy, break, injure, mutilate, or deface in any way any structure, monument, statue, vase, fountain, wall, fence, railing, vehicle, bench, tree, shrub, fern, plant, flower or other property in any park. OPTION #2) It is permissible, under certain conditions, to encroach upon City-owned land. Permits (or licenses) must be applied for and obtained before any encroachment is allowed. Public Works suggests that all approved encroachment adhere at least to the following conditions: • Liability insurance must be purchased prior to acceptance by the City and maintained throughout the period of the encroachment. Copies of liability insurance shall be submitted and kept up to date. Copies must be submitted to the City's Risk Manager. • Open access must be available to public and City staff. • Must prove that there is a public benefit not a personal one • Must be for beautification reasons • Must show where there is a cost savings to the City • Must follow a detailed plan approved by City staff • Cannot increase City liability or maintenance A) Maintenance Only! (To relieve public of obligation) In order to gain permission, a property owner • Must apply for permission from the Parks Supervisor to maintain area in it's current state without improvement to said area.(ie.mowing) • Must submit plan with the City and get approval regarding type of maintenance and frequency of maintenance. B) Development/if allowed If a property owner desires to develop on City property, she or he • Must apply for permission from the Parks Supervisor to improve and/or develop area. • Must work out and sign an agreement and submit a plan for review with the City Engineering, Planning, and Parks departments. • Parks Supervisor will set limitation of use for each submittal. • Must fit with park plan and development of that plan. • Must fit within park master plan • Parks Supervisor will determine types of plantings allowed and will determine whether they are permanent or temporary. • Parks Supervisor will set level of investment allowed for each area. • Parks Supervisor will set time limitations on area in question. The program may work like ADOPT-A-PATH/PARK programs where one year commitments are made and reviewed at the end of the period to see if maintenance will be continued. • Homeowners insurance coverage must be purchased and verified prior to development. • All liability issues fall upon users and or residents maintaining area. • • The public needs clear and free access to area as with other park property • Development must be for public not personal benefit. This will be determined by the Parks Supervisor. This means that there is no negative impact to the land and creates no further run off. It must follow a plan, beautify and show a cost savings to the City. Also it must not attract unwanted animals and insects (i.e., mosquitoes). It must also blend in with the rest of the public use area. • Area in question must be returned to original state when time period has expired. (Unless the City chooses to retain the improvement and have someone else maintain the project.) C) Retroactive Plan If the City chooses to allow encroachments that already exist, the City can allow application as follows: • Same criteria and terms apply as stated under B)DEVELOPMENT • 30 days to apply for permission to maintain areas in question • 30 days to obtain liability insurance on maintained area • 6 months to comply with City criteria regarding removal of fences Irrigation pools/ponds and or permanent structures as well as to modify if necessary. • Terms are terminated if resident moves or is no longer maintaining area to City standards. Upon termination, the "improvement" will be removed by the resident within a time period established by. the City Public Works Department. Encroachment not allowed under any circumstances • PLAYGROUNDS • IRRIGATION SYSTEM EXTENSION • POOLS/PONDS • DRAINAGE IN AND/OR ACROSS CITY LAND • FENCING 1ACITYWIDEIENCROACKDOC AGENDA ITEM # FOR AGENDA OF October 20, 1998 CITY OF TIGARD, OREGON COUNCIL AGENDA ITEM SUMMARY ISSUE/AGENDA TITLE Removal of the "No Left Turn" Provision As Part of a 4-Way Stop Installation at Royalty Parkway and Naeve Street PREPARED BY: A.P. Duenas DEPT HEAD OK CITY MGR OK ISSUE BEFORE THE COUNCIL Shall City Council remove the "No Left Turn" provision at the intersection of Royalty Parkway and Naeve Street as part of the installation of a 4-way stop at that intersection? STAFF RECOMMENDATL N Staff recommends that Council rescind the "No Left Turn" restriction previously in by Council Resolution No. 94-22 (see attached copy) as part of the installation of a 4-way stop at that intersection. INFORMATION SUMMARY There have been numerous requests for installation of a multiway stop at the intersection of Royalty Parkway and Naeve Street. The Engineering Department evaluated the need for a multiway stop at that intersection in late 1997 and determined that the warrants were not met at that time. The Arbor Heights Apartments had just opened and had not filled sufficiently to provide a true indication of the traffic volumes that could be generated in that area. The Engineering staff has since rc-evaluated the need for a multiway stop at the intersection based on warrants in accordance with the Manual on Uniform Traffic Control Devices (MUTCD). A memorandum dated July 22, 1998 from the City Engineer to City Council and the City Manager summarized the findings (see attached copy), which are reiteratecrhere. The traffic studies performed in June 1998 indicate that the multiway stop is still not warranted. One key criterion in the MUTCD is that the traffic volumes on the four legs should be about the same. The average daily traffic on Royalty Parkway increased from 1427 vehicles (July 1997) to 2286 vehicles (June 1998). The average daily traffic of 880 vehicles on the east leg of Naeve is slightly over one-third of the traffic on Royalty Parkway. The traffic volume on the west leg is even less than that. The predominant movement is therefore still along Royalty Parkway. The 85th percentile speed of southbound vehicles on Royalty Parkway is 35.5 mph. I lowever, there have not been any accidents reported at this intersection, and sight distances are sufficient even fir the speed that vehicles are traveling up and down the hill. In addition, no delay problems have been reported for this intersection. In short, based on criteria in the MUTCD, the warrants for a multiway stop have not been met. Studies have shown that signs placed without justification can actually result in increased accidents and in a higher incidence of violations. However, there are other considerations that may be introduced for consideration on a case-by-case basis. The City Engineer's assessment of this situation is that it would probably be prudent to install the multiway stop because of the following reasons: • The natural tendency of vehicles is to speed up-both on the downhill and uphill legs. Vehicles traveling northbound begin accelerating to climb the hill at approximately the Naeve intersection, while vehicles traveling southbound normally must make an effort to slow down while coasting downhill. A 4- way stop at the Naeve Street intersection would eliminate speeding through the intersection by forcing vehicles to come to a stop. o The intersection as configured is skewed as it goes uphill forcing motorists on the east leg of Naeve to turn at a more than 90-degree angle to look uphill for oncoming vehicles. Although the sight distances are more than adequate in that area, this configuration does add another element that should be considered in evaluating the need for a multiway stop installation. As part of the overall evaluation -of the multiway stop installation, the Engineering Department solicited input from the major users in the area including the Summerfield Homeowners Association, the Arbor Heights management/owners, the Renaissance Summit Homeowners Association, and the apartment complexes at the top of hill. The responses received were overwhelmingly in favor of the 4-way stop installation. Attached are copies of the written responses received, together with the mailing list and the letter sent soliciting input. Periodic observations and input received from the major users in the area indicate that the no-left turn provision is often violated. Some motorists that do not make the left turn at the intersection turn around at the Safeway parking lot so they could make a right turn at Naeve Street. Most of the responses received acknowledged that the no-left turn provision was being violated regularly. In addition, there are no other all-way stops within the City that have this restriction without physical barriers to discourage the turns. Without frequent enforcement, the no-left turn provision's effectiveness is questionable. Since the no-left turn provision was installed by Council resolution (Resolution No. 94-22), its ultimate disposition must go through Council for discussion and decision. If Council decides to eliminate the restriction as part of the 4-way stop installation, staff will prepare a resolution eliminating the provision for approval at the first Council meeting in November. OTHER ALTERNATIVES CONSIDERED Maintain the status quo at that intersection. VISION TASK FORCE GOAL AND ACTION COMMITTEE STRATEGY Installation of a 4-way stop at the Royalty Parkway/Naeve Street intersection would meet the Tigard Beyond tomorrow Transportation and Traffic goal of "Improve Traffic Safety", strategy "Reduce actual speed on neighborhood streets". This 4-way stop would implement traffic control measures where it appears appropriate to do so. FISCAL NOTES N/A i:kitywide\sumhptutlt. doc CITY OF TIGARD Shaping A Better Community MEMORANDUM CITY OF TIGARD 13125 SW Hall Blvd 71gard, OR 97223 Phone (503) 6394171 Fax (503) 684-7297 TO: Bill Monahan, City Manager City Council FROM: Gus Duenas*'.~ City Engineer DATE: July 22, 1998 SUBJECT: Royalty Parkway and Naeve Street Intersection There have been several requests for installation of a multiwav stop at the subject intersection. We evaluated the need for a muldway stop at that intersection in late 1997 and determined that the warrants were not met at that time. We noted that the Arbor Heights Apartments had just opened and had not filled sufficiently to provide a true indication of the traffic volumes that could be generated in that area. In my memorandum to you dated December 4, 1997, I stated that we would continue to monitor the traffic in this area and re-evaluate the situation if conditions change sufficiently to warrant installation of a multiway stop at this intersection. Since then, improvements to Naeve Street, from Royalty Parkway to Pacific Highway, have been completed. We have re-evaluated the need for a multiway stop at the intersection based on warrants in accordance with the Manual on Uniform Traffic Control Devices (MUTCD). The traffic studies that we performed in June 1998 indicate that the multiway stop is still not warranted. One key criterion in the MUTCD is that the traffic volumes on the four legs should be about the same. The average daily traffic on Royalty Parkway increased from 1427 vehicles (July 1997) to 2286 vehicles (June 1998). The average daily traffic of 880 vehicles on the east leg of Naeve is slightly over one-third of the traffic on Royalty Parkway. The traffic volume on the west leg is even less than that. The predominant movement is therefore still along Royalty Parkway. The 8S h percentile speed of southbound vehicles on Royalty Parkway is 35.5 mph. However, there have not been any accidents reported at this intersection, and sight distances are sufficient even for the speed that vehicles are traveling up and down the hill. In addition, no delay problems have been reported for this intersection. In short, based on criteria in the MUTCD, the warrants for a multiway stop have not been met. Studies have shown that signs placed without justification can actually result in increased accidents and in a higher incidence of violations. However, there are other considerations that may be introduced for consideration on a case-by-case basis. My preliminary assessment of this situation is that it would probably be prudent to install the multiway stop because of the following reasons: e The natural tendency of vehicles is to speed up-both on the downhill and uphill legs. Vehicles traveling northbound begin accelerating to climb the hill at approximately the Naeve intersection, while vehicles traveling southbound normally must make an effort to slow down while coasting downhill. A 4-way stop at the Naeve Street intersection would eliminate speeding through the intersection by forcing vehicles to come to a stop. e The intersection as configured is skewed as it goes uphill forcing motorists on the east leg of Naeve to turn at a more than 90-degree angle to look uphill for oncoming vehicles. Although the sight distances are more than adequate in that area, this configuration does add another element that should be considered in evaluating the need for a multiway stop installation. As part of the overall evaluation of the multiway stop installation, I intend to solicit input from the major users in the area including the Summerfield Homeowners Association, the Arbor Heights managementlowners, the Renaissance Summit Homeowners Association, and the apartment complexes at the top of hill. Attached for your information is a draft letter to solicit input from these major users. As a related issue in this evaluation, I feel the existing no-left turn provision should be eliminated if the multiway stop is to be installed. Our periodic observations indicate that the no-left turn provision is often violated. Without frequent enforcement, its effectiveness is questionable. Since the no-left turn provision was installed by Council resolution, its ultimate disposition must go through Council for discussion and decision. I will keep you informed of my progress in this evaluation and on the results of the survey of major users. I intend to bring the inter-related multiway stop and no-left turn issues to Council for discussion in September. This would ensure that the topic is discussed at a time when summer vacations are over and residents are back in the City. Any further action on this matter will come after Council discussion and direction. Attachment Memorandum to Bill Monahan and City Council on the multiway stop at Royalty Parkway and Naeve Page 2 of 2 1 l 1 c CITY OF TIGARD, OREGON RESOLUTION NO. 94- 22 A RESOLUTION OF THE TIGARD CITY COUNCIL TO PROHIBIT A LEFT TURN OF SOUTH-BOUND TRAFFIC ONTO NAEVE STREET AT THE INTERSECTION OF THE CONNECTION BETWEEN S.W. 109TH AVENUE AND ROYALTY PARKWAY. WHEREAS, the Comprehensive Plan Transporation Map provides for a connection between S.W. 109th Street and Royalty Parkway, and WHEREAS, in accordance with Tigard Municipal Code 10.32.010(7) the Tigard City Council may, by resolution, establish traffic controls which become effective upon the installation of appropriate signs, signals or other markings, and WHEREAS, the Tigard City Council deems it appropriate at this time to designate a turn restriction at the intersection of the connection street and S.W. Naeve Street. NOW, THEREFORE, BE IT RESOLVED by the Tigard City Council that: Section-1 South-bound traffic on the connecting street shown as Note 10 on the Comprehensive Plan Transportation Map shall be prohibited from turning left onto S.W. Naeve Street. Section 2 City staff is directed to install appropriate signage at the intersection to so designate the "No Left Turn" for south-bound traffic prior to opening the street connection to traffic. PASSED: This ~y - day of , 1994. Ma r - City of Tigard ATT T: City Recorder - City of Tigard h:\login\cathy\naeve.res RESOLUTION NO. 94-22- Page 1 5ummer -101 d CIVIC ASSOCIATION 10650 S.W. Summertield Drive Tigard. Oregon 97224 620-0131 August 10th, 1998 Agustin P. Duenas, P.E. City Engineer City of Tigard 13125 SW Hall Blvd. Tigard, OR 97223 RE: Intersection of SW Royalty Parkway and Neave Street Dear Mr. Duenas: Thank you for your letter of July 28th. The Summerfield Civic Association heartily agrees with the need for a multi-way stop at the intersection at SW Royalty Parkway and Naeve Street. Also, a number of our residents have reported to our Administrator, and Board members, that the "no left turn" sign on Royalty Parkway has done little to improve the traffic flow at that intersection. Cars coming down from the Arbor Heights Apartment complex regularly make left turns onto Naeve Street against the no left turn sign. However, the Board is requesting that the City of Tigard leave the no left turn sign at that intersection. As a matter of safety we would encourage the City of Tigard to put in a multi-way stop at the intersection as quickly as possible. Your attention to this matter will be greatly appreciated. Sincerely, Mel Nielsen, President Board of Directors Summerfield Civic Association fountains 15685 S.W. 116th.Avenue, No. 105 King Citv, OR 97224-2651 August 7, 1998 (1 AUG 10 199 Mr. William A. Monahan, City Manager vL= U 13125 SW Hall Blvd. Tigard, OR. 97223 Re: Letter of July 28, 1998 written by Agustin P. Duenas, P.E., Tigard City Engineer. Dear Mr. Monahan, YES! We agree with Mr. Duenas' solution to the problem at the intersection of Naeve and S. W. Royalty Parkway. While we would like to keep the no left turn in effect, we also realize that the 4 way stop is more important. As you have said, the no left turn is often violated. I am writing this letter as President of the Fountains Homeowners Association Board and all the Board agree with the decision. It is also the Board's feeling that the majority of the Fountain residents would agree. If we can be of further help by attending a meeting, etc. please let us know. Respectfully. FOUNTAINS OF SUMNIERFIELD HOMEOWNERS ASSOCIATION Tom Rogers, President. (503) 684-6065 TR: ab Ell AUG 7 1998 Agustin P. Dumas P.E. City Engineer City of Tigard CITY, OF TIUAR 13125 SW Hall Blvd. Tigard Oregon 97223 RE Intersection of SW Royal Parkway and Naeve Street Agustin, 5-Aug-98 This intersection absolutely needs to have a multiway stop installed As Soon As Possible. Some form of signage needs to remain in place reducing non-local traffic from attempting to utilize Summerfield Development as a thoroughfare to avoid the congestion and traffic lights on Pacific Hwy. 1) Traffic to and from the Arbor Heights Apartment complex as well as homes and apartments further up the hillside that can access the Safeway / Tigard Promenade and are utilizing this road in favor of Highway 99. Not only has this increased the number of cars passing through this intersection, but also the speed at which much of the traffic descends and ascends the Royalty Parkway hillside. These factors are making it increasingly dangerous to cross or enter this intersection from Naeve St.. The traffic is literally on top of you before you see it coming. It needs to be FORCED to slow down, and the 25-MPH signs are ineffective. 2) Elementary School Children cross and wait for buses at this intersection. Their safety alone warrants the immediate installation of a multi-way stop. 3) The majority of the motorists entering Royalty Parkway from Naeve St. are elderly. The extra time provided to them by stopping/slowing the traffic at this intersection is needed. The minor inconvenience to motorists passing up and down on Royalty Parkway is more than offset by the welfare and increased safety a multiway stop would provide the elderly, small children and residents entering this intersection from Naeve St. No-Left turn sign needs to remain, or Local Traffic Only signage needs to be placed at intersection of Naeve St and Royal Parkway. As you know, Naeve St. is not a through street, and 109'}', the outlet through Summerfield development, was never designed to handle anything but local Traffic. Allowing (not discouraging) non-local traffic from progressing down Naeve St will result in a constant procession of cars turning around in the residential cultisacs on Naeve St (something which is already a problem) It would also increase the traffic through Summerfield Retirement Community. In short removal of no left turn signage would send the same drivers who haven't got sense enough to drive the speed limit down Royalty Parkway, speeding through the quiet residential streets of an elderly community. Increasing traffic on roads that are designed for anything more than local use and making the cultisacs of our neighborhoods turn-arounds for dozens of motorists trying to avoid the traffic delays on Pacific Hwy. Multi-way stop needs to be installed immediately, and access-restricting signs need to remain. IQ Dr. Robert D. Fo es 10616 Naeve Street Tigard, Oregon 97224 July 28, 1998 10 4 CITY OF TIGARD OREGON TO: Interested Parties RE: Intersection of SW Royalty Parkway and Naeve Street We have received several requests for installation of a multiway stop at the intersection of SW Royalty Parkway and Naeve Street. We evaluated the need for a multiway stop at that intersection in late 1997 and determined that the warrants were not met at that time. We noted that the Arbor Heights Apartments had just opened and had not filled sufficiently to provide a true indication of the traffic volumes that could be generated in that area. Improvements to Naeve Street, from Royalty Parkway to Pacific Highway, have since been completed. We have continued to monitor the traffic in this area and are now re-evaluating the situation to determine if conditions have changed sufficiently to warrant installation of a multiway stop at this intersection. As part of this re-evaluation, we are soliciting input from the major users of the streets within this area. The two actions we are considering at this time are: Y Installation of a multiway stop at the intersection of SW Royalty Parkway and Naeve Street. 9 Removal of the existing no-left turn provision prohibiting left turns from southbound Royalty Parkway into the east leg of Naeve Street leading to the Renaissance Summit subdivision and the Summerfield area. This restriction would be removed if a multiway stop were to be installed at the intersection. Our periodic observations indicate that the no- left turn provision is often violated. Without frequent enforcement, its effectiveness is questionable. We request your response on this matter no later than August 10, 1998. Your input will be considered in the overall evaluation of proposed revisions to the intersection signing. Sincerely, S l S 2N_ V~ L°_Y'('/~ S I r S~~Tt V` 2~ "t`C i Nr `t l\ U 2~ T S A O USTIN P. DUENAS, P.E. Engineer 6 L, hL S~ l~ V\ I V tJ~ fir' t l %Vg333W U1dW3%enpWwayslop.doc I'S V\- t2 0 YV-\ l~l v~ t` V S te- 1/ In b v I L ~olti - A, I~v1j ~ ars 17~ l ' ~ i 1 125 SW Hall Blvd., Tigard, OR 97223 (503) 639-4171 TDD (503) 684-2772 I 998 July 28, 1998 ,t Y IDS/ L( S C_o 7( c e- 9-7 Z Z~ f CITY OF TlG ® TO: Interested Parties Z OREGON RE: Intersection of SW Royalty Parkway and Naeve Street We have received several requests for installation of a multiway stop at the intersection of SW Royalty Parkway and Naeve Street. We evaluated the need for a muldway stop at that intersection in late 1997 and determined that the warrants were not met at that time. We noted that the Arbor Heights Apartments had just opened and had not filled sufficiently to provide a true indication of the traffic volumes that could be generated in that area. Improvements to Naeve Street, from Royalty Parkway to Pacific Highway, have since been completed. We have continued to monitor the traffic in this area and are now re-evaluating the situation to determine if conditions have changed sufficiently to warrant installation of a multiway stop at this intersection. As part of this re-evaluation, we are soliciting input from the major users of the streets within this area. The two actions we are considering at this time are: X • f Installation of a mlew'aiyy~s at the intersection of SW Royalty Parkway and Naeve Street. Removal of the existing no-left turn provision prohibiting left turns from southbound Royalty Parkway into the east leg of Naeve Street leading to the Renaissance Summit subdivision and the Summerfield area. This restriction would be removed if a multiway stop were to be installed at the intersection. Our periodic observations indicate that the no- left turn provision is often violated. Without frequent enforcement, its effectiveness is questionable. We request your response on this mattcr no later than August 10, 1998. Your input will be considered in the overall evaluation of proposed revisions to the intersection signing. Sincerely, USTIN P. DUENAS, P.E. Engineer %U4333%uVkWplsXmVWwsyst0p doe 13125 SW Hall Blvd., Tigard. OR 97223 (503) 639-4171 TDD (503) 684-2772 July 28, 1998 CITY OF TIGARD Fountains Homeowners Association OREGON c% Allyn Schonweiler 15371 SW 114'h Ct. # 107 Tigard, OR 97224 RE: Intersection of SW Royalty Parkway and Naeve Street We have received several requests for installation of a multiway stop at the intersection of SW Royalty Parkway and Naeve Street. We evaluated the need for a multiway stop at that intersection in late 1997 and determined that the warrants were not met at that time. We noted that the Arbor Heights Apartments had just opened and had not filled sufficiently to provide a true indication of the traffic volumes that could be generated in that area Improvements to Naeve Street, from Royalty Parkway to Pacific Highway, have since been completed. We have continued to monitor the traffic in this area and are now re-evaluating the situation to determine if conditions have changed sufficiently to warrant installation of a multiway stop at this intersection. As part of this re-evaluation, we are soliciting input from the major users of the streets within this area The two actions we are considering at this time are: • Installation of a muldway stop at the intersection of SW Royalty Parkway and Naeve Street. • Removal of the existing no-left turn provision prohibiting left turns from southbound Royalty Parkway into the east leg of Naeve Street leading to the Renaissance Summit subdivision and the Summerfield area. This restriction would be removed if a multiway stop were to be installed at the intersection. Our periodic observations indicate that the no- left turn provision is often violateiL Without frequent enforcement, its effectiveness is questionable. We request your response on this matter no later than August 10, 1998. Your input will be considered in the overall evaluation of proposed revisions to the intersection signing. Sincerely, Q P. USTIN P. DUENAS, P.E. J Engineer XU4M3kM%d"%w 4twsWop.d= 13125 SW Hall Blvd., Tigard, OR 97223 (503) 639-4171 TDD (503) 684-2772 AUG 4. 1998 10573 SW Naeve Street CITY OF. TIGARD Tigard, Oregon 97224 August 3, 1995 Agustin P. Duenas, P.E. City of Tigard 13125 SW Hall Blvd. Tigard, Oregon 97223 RE: Intersection of SW Royalty Parkway and Naeve Street Dear Augustin: Thank you so very much for including and allowing us to make comments concerning the above intersection. My husband and I have talked about this intersection many times and have commented that something needs to be done as it is getting out of hand and it is getting to be a very dangerous intersection. Royalty Parkway has become a type of a racing road. Cars come from the stoplight, around the corner as rapidly as possible and race up the hill. If you are stopped on Naeve with the car's nose pointing toward Pacific Highway, you want to get across the intersection as quickly as possible, as cars come rapidly from both directions and by the time a person has looked both ways several times, a car could still appear at any moment and it is not readily seen because of the lay of the land from both directions and the speed the cars are going. I frequently walk my dog to Safeway, and the cars are going so fast, that I am afraid to walk on the sidewalk, so we cut across the medical center parking lot. If this intersection were a four way stop, this would eliminate the race-car mentality. Then the no left turn from Royalty Parkway to Naeve could also be removed. If something isn't done soon, there will be a very bad accident at this intersection. - Thank you again for allowing us to give you some input. This intersection concerns me greatly and I am really reluctant to even cross it at certain times during the day and evening hours. Very sincerely, J~h Birkemeier RE: 4-way stop at Royalty Parkway and Naeve Road. 10:52 AM JULY 30,199 Ron Wise My phone number is 624-7382 I live in Renaissance Summit and received a letter regarding intersection of Royalty Parkway and Naeve Street. We, my wife and I and all in my house favor a multi-stop at the intersection of Royalty Parkway and Naeve Street. It is becoming increasingly dangerous as we come out. Very hard to see the cars because Royalty Parkway goes back at a different angle and they come pretty fast. I think it should be a four-way stop and the left turn sign should be removed. I'll try and talk with someone, but that is my input. ~It July 29, 1998 ALG , PRD G Mr. Agustin P. Duenas, P.E. City Engineer City of Tigard I am responding in writing per our telephone conversation of this afternoon regarding the four-way stop on Royalty Parkway. I am very much in favor of this proposed plan as I have witnessed many illegal left-hand turns, plus a total disregard for the 25 mile an hour speed zone. I would also like you to consider putting an additional stop on the corner of Naeve and 109th to make this a four-way stop. Here again, I notice daily, the inhabitants of Naeve St., and others, do not observe the STOP sign. I have also heard the city doesn't want to install signs until there have been so many accidents but to me this doesn't compute. Please consider helping us to keep this before quiet neighborhood at least a livable area. Bruce and Janet L. Law Kimberley Law Hamilton AGENDA ITEM # FOR AGENDA OF 10-20-98 CITY OF TIGARD, OREGON COUNCIL AGENDA ITEM SUMMARY ISSUE/AGENDA TITLE Balloon Festival Discussion PREPARED BY: C. Wheatley DEPT HEAD OK lam CITY MGR OK t'-0747N~ ISSUE BEFORE THE COUNCIL Discussion topic on the future of the Tigard Balloon Festival. STAFF RECOMMENDATION After hearing an update from Mayor Nicoli, Councilor Moore and City Staff, Council should discuss the future of the Tigard Balloon Festival and whether staff should explore increased participation. Staff proposes, if the Council determines that the City become more involved with the planning in the future for this event, that Staff work closely with Mr. Ellis for the June 1999 Festival to assess the resources required to produce this Festival. INFORMATION SUMMARY Mayor Nicoli and Councilor Moore met with Bruce Ellis, Tigard Balloon Festival Coordinator, to determine what his role would be in the future of this event. The general information given to staff was that Mr. Ellis would prefer to have a lesser role in the coming years. *Staff members involved with the planning of the Balloon Festival in years past, met a few days ago to discuss the event and the potential of more active City involvement. The City's participation has included concentration on public safety (traffic control, police presence), facilities (parking, field preparation) and public relations (Cityscape articles, liaison between community and Balloon Festival Committee). *Staff members were: City Manager Bill Monahan, Police Chief Ron Goodpaster, Public Works Director Ed Wegner, Captain Gary Schraeder, and City Recorder Cathy Wheatley. OTHER ALTERNATIVES CONSIDERED 1. Continue to participate at the same level as the City has done in the past and pledge to support the individuals or organizations taking the lead in the planning of the Festival. VISION TASK FORCE GOAL AND ACTION COMMITTEE STRATEGY This matter relates to Goal No. 4 of the Community Character and Quality of Life Action Planning Committee to "Develop overall approach for sponsoring community events that establishes balance among popular or traditional standing events, requests for support of new events and limited City resources.' J FISCAL NOTES The City/Budget Committee contributed $5,000 to the Balloon Festival Committee. In addition, approximately $33,000 in staff resources (Police Department, Public Works, Engineering and Administration) is connected with this event. 1 AAMCATHMOUNCI L\B LOONS.DOC e lift • poll~~c real estate VIofesS1°n~s te~po~y signs Ash who p°S~ is C'' • oauers ashington . °A cote for Stan ber 1011998, si ns (all or Coiable: education pcto d dispose of g Te upte f Size, n"in' g atur willP an 'ck up h Smaller clan is-of-way. th funding, o unty crews Cou" ty rlg roadway' the laced 'I1 more WCIII illegally p includ uties the These signs and accountable t1pe5) enerally tity poles. d edes- ent right-of-way g to the t State gouernm d . the area up driver visibility an p con- ell icien k octant traffic hard to ditcha s an bli%ht, bloc i visual with mp Stan Will uaork are compete Irian access and attention. for trot signs the best interests for driver removal f1ght Lake F C°unty,s sign X81-'t03z • of the People in the formation on p erations at 796.101,0 e o and ~siatin Or more call Road p policy, please OStug VDIN A October 13, 199$ TO: See Distribution FROM: Grog Miller SUBMCT: SIGNS IN THE PIGHT-OF=WAY Board of County Commissioners has passed new sign policy. Copy of the R&O is attached. Within. that policy and based upon additional guidance from the Board, the following rules and restrictions apply: I.- Outside of City limits: 'Sign is clearly within the right of way (between utility poleslwater meters/transformcmrW and cable bones; and the road). If in doubt, leave the sign in place. Take pictures of the site prior to and after removal. Pick up the sign and take it to Jackson Quarry. 8-12 first Saturday of every month we will have someone at quarry to return signs to those who show up. - Signs will be kept for a minimum of 30 days. Then we will dispose of those not picked tip. There will be a fee developed which people will have to pay, per sign, to get their sign back. Mwdmum feo is $50 per sign. Clint Giberson is developing. the estimates upon which the. fee will be based. Cdstormex will pay their fee at the Operations Division fimt desk, then take the receipt to the quarry to get their sign(s). 2. Within City limits. We respond based upon complaints. or observed safety issues. Work order sent to Traffic. - Traffic engineering checks it out. If sign is hazard, Traffic will remove it, or will provide a work order to the operations superintendent for removal. These signs go to Jackson Quarry and are treated the same thereafter as those found within the R/W outside the cities. If not a hazard but within the right-of-way, contact owner to remove it. This is the normal k&O 77-76 process. 3. The Board has authorized preparation of an ordinance that will bring procedures for signs within all County right-of-way, whether within or outside of cities, to be idemtical and within the guidelines in pazagraph one above. These rules will be revised once that ordinance is in place. Z "d V80L t 89 SNOI 1V83d0/ -W-HS'V* HMU Wd6S ° Z t 866 t -OZ-O t to aerkcrs dam' d~ with will s° ova th~ 4. pis o x s.P,,,,e si8~1~ D~butsex►: ()'sea ~ba RoscabeEW Anue Madder. SuPervisors e glare 4 /~Osvm w=~ Vag A, POSW Fax Ncto MTV Mon /v- - Viim_r .13 PNwM • o t IN THE HOARD OF 0 roe. 2 FOR WASHNOTON . wz%nAjwLn 3 = In the bb= of Amending Resolution and ) 4 Order No. 77176 to Authodu Summary ) RESOLUTION AND ORDER Collection and Disposal of Signs Unlawfully) 5 Pled in County County bight-of-Way. ) No. 6 7 This matter having come boffom the Board at its meeting of October 13,1998; and 8 : it appearing to the Board that ORS 368.942 to ORS 368.950 prohibit the placement of 4 signs in County right-0f--way, with certain exceptions. and pandt. the County to summarily 10 remove. vind destroy 'said signs; and 1 I it appearing to the Board Mat Community Developnmu Code Section 414-5.2 and .12 Resolution and Ort1w No. 77-76 prohibit placement of signs on dedicated County right-*f--way. 13 and 14 it wring to the Board that: 15 . 1. Said r,egulat4ons vj=c adopted to, among other things: address the problem of 16 =dwtic clung generally in the community: promote safety by minjudzing the distractions facet! 17 by drivers; avoid-confusion with traffic control signals. and safety signs: and protect abutting 18 landowners from eludes and obstructions: 19 2. • The number of unlawful signs and complaints relating to signs continues to 20 increase, 21 3. Prior efforts to collect signs, hold them and return them to'claitnants is tirm- 22 consuming, cxpcnsive and ineffective. The short-ter., nature of signs makes it difficult to page t - RESOLUTION AND ORDF.A dee%bm%taW sign RAGWe WASitsi+lCM?f CoUNW COPWf3. ' )sS N- fiRSY'AVEi, Svc Tau H¢tseo~w.OR9'/lu Hwns (501) 64W47 - PAX (600) 6464W6 7 'd V90L L99 SN0.Ilt/Zi3d0/ "00-HSvm W02id Hd00= l e66 t-02-01 i effctti vely provide notice prior to rmnoval. ?he pottabte nstute of sips often tesults in returned 2 signs promptly being again illegally placed. Pecans placing signs use public A&-of-way to 3 avoid having to obtain the permiESitfn of thts abutting prppotty owner. This is unfair to those who 4 object to the clutter or to the fact that he or she becoeocs associated with the message of the sign; 5 and 6 4. The County has neither the budgetary or employee. reS unx s (including space) to 7 eattalo& stem, maintain and nftitve said signs for claimams; now. therefore, it is 8 RESOLVED AND ORDERED that signs placed in the rigkat-of way without a perrnit or 9 not oihetwise authorized by law hearty am dcclwtA a public nuisaam and. it is further 10 RESOLVED AND ORDERED that Resolution and Order No. 77-76 hereby is amended i i as set }vibe in fthibit 'A' hereto. 12 DATED this 13th day of October. 1998. 13 BOARD OF COUNTY CUA/MMSIONERS FOR WASEIWGTON COUNTY. ORFr5QN 14 1S CHAIR 16 17 RECORL'NNG SEC_IMTARY I$ .19 20 21 22 Pagc 2 - RESOLU110M AND ORDER erolbccucmp sign R&Odt WAMMOCTON COUWM COUNSCL lSS N. E3~s'r Ava, SuaE Sip OR 97}24 pKOM 007) 00474 . F" (W3) 6s8•AG3d 9'd V80L L89 SNOIld2i3d0/ '00-HsVm W02i.I Wd l0: l 8661-02-01 TO RESOLUTION AND ORDER N06 Pai*Vh 7 of Resolution and Order NO. 7746 is atn=dcd as follows: law or atithorttd b the toad authoriey. E&Wo c pruhmwd inns inc)ude gmm$ 1~gm and veedor sites. 2- Pzragmph 10 is addod•to 9,mohWon and Order No. 77-76 es follows. f0_ Retttovsl of Uttauthvrimd silk The pimeror is st gdzed to sumtaadly_ mmvp;e *anuniawftaliv placed in the riefie-yf-wlly f iacotnarated cities. A 22=s we nn ZM$ r4f[ d%w notiCe of~p~Iuu sect to its . ten The Dit~etxor howE t, sh 1 provide written notieo, of the sib pro 'tion and rem v lacy at least aatttuallY 4n- such martaer_i dog "Mmidatm nsamnles of votertdal 99MARaa 'on mOM& include • se of the acdia, cmtwdng IM sipit users rmoviding information to the eWons Division to s . Bp anal of sighs shall occur vsa EM292SQ content. 5isaaao shall Itot be t~emoved if the abuttit v owner bus rt4titied the DC~t he altiects to removal and wishes to move the sign onto. hi or her vrivacc The Director may tiecc L t to y lligas until at owner is aoti a or a time for retrieval -has passed if he deems•aoo V iste due•to the exoms-e- of tht sign or aftm ofgtogrs. Mm content of the sign shall not beg - consideration In h event. the line amy cW&a- a fix for ttitric~±ai based on a masons e =Jim= uf ft cost of 'clc- to oval bw not to eexceed $52.00 m sign. Cxf+ibic •A'' DCVLtri temp sign amendm.caW- de TOTAL. P.03 5 'd VeOL Le9 SN0I1'vb3d0/ '00-HSVM W0b=1 Wd00' i e661-02-01