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SEE ATTACHED AGENDA
COUNCIL AGENDA - OCTOBER 19,1999 - RGE 1
4(
AGENDA
TIGARD CITY COUNCIL WORKSHOP MEETING
October 19,1999
6:30 PM
1. WORKSHOP MEETING
Call to Order: Mayor Nicoli
• Pledge of Allegiance
• Council Communications & Liaison Reports
• Call to Staff and Council for Non Agenda Items
6:35 PM
2. REVIEW 1999 TIGARD FESTIVAL OF BALLOONS DISCUSS THE EVENT PLANNED FOR JUNE
2000
Staff Introduction: Administration Department
Update: Tigard Festival of Balloons Chair Bruce Ellis
Council Questions and Discussion
7:00 PM
3. UPDATE ON CITIZEN INVOLVEMENT TEAMS
® Staff Report: Administration Department
Comments/Observations from Citizen Involvement Team Members and Coordinators
Council Questions and Discussion
7:30 PM
4. UPDATE ON TIGARD YOUTH ACTIVITIES
Staff Report: Administration Department
Council Questions and Discussion
7:50 PM
5. UPDATE ON WALNUT ISLAND ANNEXATION OPEN HOUSES
Staff Report: Community Development Department
Council Questions and Discussion
8:10 PM
6. DEVELOPMENT CONCEPTS FOR THE DURHAM ROCK QUARRY
Staff Report: Community Development Department
o Council Questions and Discussion
CGIJNCIL AGENDA - OCTOBER 19, 1999 - PAGE 2
8:30 PM
7. BRIEFING ON METRO URBAN GROWTH REPORT
Mayor will give us a briefing of the approach taken by the 'Washington County
Coordinating Committee
8:50 PM
8. DISCUSS DATE FOR COUNCIL GOAL-SETTING MEETING
Staff Introduction: Administration Department
Council Questions and Discussion
9:00 P`t
9. COUNCIL LIAISON REPORTS
9:10 PM
10. NON-AGENDA ITEMS
9:20 PM
11. EXECUTIVE SESSION: The Tigard City Council will go into Executive Session under the
provisions of ORS 192.660 (1) (d), (e), (h) & (f) to discuss labor relations, real property
transactions, current and pending litigation issues, and exempt public records. 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.
10:00 PM
12. ADJOURNMENT
i; W D M %CAT FMCCA\991019. D 0C
COUNCIL AGENDA - OCTOBER 19,1999 - PAGE 3
Agenda Item No.
TIGARD CITY COUNCIL Meeting of /2. ILt. qJ
WORKSHOP MEETING
MEETING MINUTES - OCTOBER 19,1999 -
1. WORKSHOP MEETING
• Call to Order
Mayor Jim Nicoli called the meeting to order at 6:38 p.m.
Roll Call
Council Present: Mayor Jim Nicoli, Councilors Joyce Patton, Ken Scheckla, Paul Hunt and
Brian Moore
Staff Present: City Manager Bill Monahan; Asst. to the City Manager Liz Newton; City
Recorder Catherine Wheatley; Public Works Director Ed Wegner; City
Attorney Tim Ramis; Laurie Nicholson, Associate Planner
o Council Communications
Mayor Nicoli updated the Council with regard to comments he made at the Chamber
concerning what the City might have to do with Summer Lake Park in response to the
Endangered Species Act. He asked staff to invite a USA representative to address the
Council with respect to the environmental group that has notified the City of its intent to
force the City to remove the dam in the park and to open the stream back up to fish passage.
Mayor Nicoli commented that he did not think that the Summer Lake Park neighbors
understood the implications of removing the dam in the park (when they were informed of it
at the meeting), since they moved on to a discussion of ke.,ping the lake. He indicated that
he thought it unlikely that the City could keep the lake in face of ch° Endangered Species
Act requirements. He observed that if the City and the County did not take action, then the
courts would do it for them. He mentioned the availability of significant funds to the City to
pay for opening the stream back up.
Bill Monahan, City Manager, said that they would put this on the November study session.
He explained that the City has not received an official letter of notice from the
environmental group. He said that a USA representative told those attending the Summer
Lake Master Plan meeting that the City could end up losing any investment it made in the
lake (as suggested by the neighbors) and that off stream ponds were no longer prudent. Ed
Wegner, Public Works Director, said that the other document that staff had on file was a
letter from the Tualatin Riverkeepers recommending revoking the dam at SW 12151
(Merestone) and the dam in the park itself.
Mayor Nicoli spoke to the Council making these major decisions with regard to the lake
instead of leaving it to the neighborhood group. He commented that he was personally
dissatisfied with the appearance of the lake.
CITY COUNCIL MEETING MINUTES - OCTOBER 19, 1999 - Page 1
Mayor Nicoli observed that the Council never gave the master planning group the option to
take out the lake or reroute the stream around a lake. He suggested that the Council and
USA discuss the options and funding for the lake and the park. He commented that it was
better to inform the neighborhood of the new options before the neighbors presented to the
Council the recommendations they developed based on the Council's previous direction.
® Call to Council and Staff for Non-Agenda Items: None
Mr. Monahan asked to discuss the ODOT noise ordinance variance request.
2. REVIEW 1999 TIGARD FESTIVAL OF BALLOONS: DISCUSS THE EVENT
PLANNED FOR J»ne 2000
STAFF REPORT
Cathy Wheatley, City Recorder, advised the Council that staff held a debriefing meeting with
the Balloon Festival Committee with respect to this year's event. She commented that the event
went smoothly, mentioning the neighborhood notification and planning activities in particular.
Bruce Ellis, Balloon Festival Committee, concurred that they had a successful event this year.
He mentioned Ms. Wheatley's work in keeping the committee together in particular. He
observed that the Balloon Festival has established itself as a national event with a "set in stone"
date of the weekend after the Rose Festival Grand Floral Parade (June 16, 17, 18 next year). He
mentioned an estimated attendance of 100,000 people over three days, similar to the attendance
for the last three years.
Mr. Ellis said that the footprint of the event would remain basically the same, although they
were looking for other events for daytime Sunday. He noted that they increased the number of
non-profits participating this year. He commented that the Chamber's increased participation
helped take some pressure off the committee this year. The Chamber now operated the beer and
wine garden on its own. He reported that the Festival made a small contribution to the Shriners
hospital this year in the name of one of the volunteers. He mentioned the Safe Kids
organization that fingerprinted almost 2,000 kids at the Festival.
Mr. Ellis stated that their goal remained keeping the Festival a safe and fun family event for the
Tigard community and the outlying areas. He noted that they were able to charge no admission
fee because of corporate sponsorships.
COUNCIL QUESTIONS AND COMMENTS
Councilor Scheckla asked about the Festival's contracts with the media. Mr. Ellis said that
Channel 8 signed a new three-year contract. He stated that he anticipated signing a contract
with a radio station. He pointed out that the TV contract gave them promotion and air time
while the radio contract gave the radio station the right to sell limited sponsorships. He noted
that two years ago they had a national contract with Turner Broadcasting but he was not certain
if the company would pursue another contract.
Councilor Scheckla asked if there was any way to provide more than one access route in and out
of the park. Mr. Ellis suggested that the Council budget fund: to widen SW 92"d. He mentioned
the discussions he has had with Chief Goodpaster with respect to parking and shuttle services
because of the limited access to the park. He said that they utilized the pathway as an
emergency exit plan for medical units. He observed that until they had a secondary road into the
CITY COUNCIL MEETING MINUTES - OCTOBER 19, 1999 - Page 2
park, either an easement through the USA property or a widening of SW 92nd, the traffic
situation would not change.
Councilor Hunt asked if there was a way to limit the dogs. Mayor Nicoli pointed out that Cook
Park was one of the few places in town where people could let their dogs run. He concurred that
the problems would get worse and suggested fencing in an area for a dog park.
Mr. Ellis stated that the Festival had a policy in the parks posted during the weekends
prohibiting dogs but the people brought them along anyway. He commented that he did not
think that it was worth pursuing an ordinance mandating a fine for bringing a dog to the
Festival. Mr. Wegner noted that the City did not have sufficient staff to enforce its already
existing leash law in the parks.
Mayor Nicoli suggested posting signs along the pathway and the street half a mile out notifying
people that no dogs were allowed at the Festival. Councilor Hunt said that, unless the City
enforced the prohibition, he would not support posting the signs. Mr. Wegner said that signage
on SW 92nd Street did say no pets on the field. He described the Police Department's dilemma
in trying to move traffic through quickly and people not wanting to leave their dogs in a hot car
on a warm day.
Councilor Scheckla asked Mr. Wegner how the event impacted the Public Works Department.
Mr. Wegner discussed the intensive use of volunteers by both the Police Department and the
Public Works Department in working the event. He indicated that both he and Chief
Goodpaster spent a significant amount of time planning the event with Mr. Ellis.
Mr. Wegner stated that, although the Festival required a large concentration of employees for
three days, he 6d not think that the City could spend its money or time in any better way to
promote the city and the park. He mentioned the interest of City employees in working the
event, the souvenir T-shirt they received from Mr. Ellis, and the evening dinners provided by the
head chef of Tigard. He discussed the work done by City staff, the vendors, and the carnival to
clean the park before, during, and after the event.
Councilor Scheckla asked what liability protection the Festival had against injuries. Mr. Ellis
said that the Festival met or exceeded all the requirements mandated by City staff. He stated
that the Festival named the City in all its insurance policies (general liability, aviation, auto) as
did the carnival in its $1.5 to $2 million policy. He observed that they were over-insured.
Mr. Ellis confirmed to the Council that the carnival rides received inspections from the electrical
inspector and the Fire Marshall's office. He said that the food vendors and the carnival had all
the necessary permits. He mentioned that the carnival operators this year were a significant
improvement over the operators who came last year.
Councilor Moore commended Mr. Ellis on his excellent job in organizing the event. He said
that he and the Mayor took some steps in the direction of relieving Mr. Ellis of some of the
many responsibilities and activities he had. Mr. Ellis commented that he appreciated all the
help.
Councilor Moore recounted his visit with the organizers of the balloon portion of the Boise
River Festival. He suggested that he and Mr. Ellis meet so that he could present the input he
received and the observations he made at that Festival. He mentioned that the Festival people at
Boise had heard of the Tigard Festival of Balloons. He spoke to the pride that the city should
rake in producing a high quality event like the Balloon Festival.
CITY COUNCIL MEETING MINUTES - OCTOBER 19, 1999 - Page 3
Councilor Patton concurred that the Festival was a terrific event. She asked if Mr. Ellis intended
to continue to participate in some form. Mr. Ellis stated that he intended to be involved in some
way for a lot of years.
Councilor Patton pointed out that the level of volunteerism testified to the excellence of the
event as well. Mr. Ellis mentioned how helpful the City's Volunteer Coordinator had been in
finding volunteers. He described the Festival as a stand-alone event that brought a lot of
attention to the city. He noted their efforts to work with the neighborhoods. He commented on
the excellent work of Chief Goodpaster and his people in moving traffic.
Mr. Ellis indicated the Committee's desire to get DARE and Tualatin Valley Fire & Rescue
more involved next year with displays on the field. He mentioned the use of the Festival as a
political forum for the first time with both sides of the issue having booths on the field, as did
the City and the County. He thanked the Mayor and the Council for their support.
Councilor Hunt asked for a status report on the possibility of widening a part of the street down
by the soccer field. Mr. Wegner said that staff was currently reviewing the engineering
estimates for the SW 92"d Street improvements and widening.
3. UPDATE ON CITIZEN INVOLVEMENT TEAMS
STAFF REPORT
Liz Newton, Assistant to the City Manager, discussed the background of the five new CIT
facilitators recruited and the reasons why several current facilitators have stepped down. She
reviewed the results of changes made to the CIT format over the last year. She pointed out that
attendance may have fallen off from an average of 45 attendees per meeting to 29 because of the
change in topics from neighborhood issues to city-wide topics.
Ms. Newton mentioned the Council suggestions that the CIT meeting include forums for
citizens to learn how to work issues through the process, and starting separate CIT meetings
again. She reported that in June staff instituted the West CIT monthly meeting again (average
attendance of 1 to 25 for three months). She said that staff agreed to meet with the Bull
Mountain residents separately on Bull Mountain issues. She commented that the Bull Mountain
residents, although they recognized that they had no right to vote on City issues, did feel
somewhat disenfranchised.
Ms. Newton reported that 50 people attended the July, CIT meeting on youth violence, including
students and parents.
Ms. Newton suggested allowing citizens to call in a week or two ahead of the CI'f meeting with
topics to discuss at that meeting. She described the citizens' frustration at having to wait a
month until the next meeting to discuss an issue of immediate interest to them. She indicated
that this would allow staff time to research the issues prior to the CIT meeting so they could
answer citizen questions at the meeting.
CITY COUNCIL MEETING MINUTES - OCTOBER 19, 1999 - Page 4
Ms. Newton proposed conducting an informal survey on the CIT program using the City
webpage and Cityscape. She observed that people's connections with the City changed
overtime and it might be a good idea to find out what changes people would like to see in this
program that began six years ago.
Bev Froude, CIT Facilitator, observed that the West CIT started .:p again because of the new
subdivisions in the area and the citizens' concerns with respect to growth issues. She
commented that she could see the same thing happening in the Walnut Island. She suggested
holding a workshop for neighborhood representatives to educate them on the planning process at
the City.
COUNCIL QUESTIONS AND COMMENTS
Councilor Hunt asked if Ms. Froude thought that the City should return to the individual CIT
meetings. Ms. Froude indicated that, while she did not know if they should abandon the unified
CIT meeting, she did not think that they needed to meet every month. She spoke to educating
the citizens with respect to density requirements and the 80% rule in order to reduce their level
of anger over growth. She concurred with Councilor Hunt that alternating a unified meeting and
individual CIT meetings every other month was a possibility.
Councilor Moore commented that he had understood that the reason for combining the four
meetings into one meeting had been to save staff time and to hold more productive meetings.
He spoke to holding special meetings for an area to discuss a situation peculiar to that area. He
supported educating the citizens with respect to the laws and regulations governing the City's
actions.
Mr. Monahan observed that educating the citizens was a process in which the staff needed to say
the same thing over and over again consistently so that the people understood that the City was
applying its processes consistently and appropriately. He discussed staff's efforts to find other
ways to communicate with citizens, as they were not connecting with enough people through the
CIT meetings.
Ms. Newton mentioned the increasing number of phone calls she received from people who
checked the City's webpage for information. She reported Paul DeBruyn's information that the
national average of households with Internet access was 43% while Tigard sat at 65%.
Councilor P94on supported making full use of the webpage as a means of providing information
to the community. She spoke to reformatting the CIT meeting concept to respond to the interest
in neighborhood issues while still allowing for a general meeting on important city-wide issues
when needed.
Mayor Nicoli discussed using cable access to broadcast a hv! call-in CIT meeting so that people
could participate from their homes. He agreed that many people did not want to sit through a
two hour meeting when they wanted the answer to only one question. He noted that the same
technology was available over the Internet.
Ms. Newton mentioned that Tigard and Lake Oswego were the only two MACC jurisdictions
who expressed interest in the grant funds available from MACC to install TV cameras in
Council Chambers. She reported that the TVCA staff lookcrd at the Tigard Council Chambers
today and would be sending staff a proposal on how to outfit the room for cameras.
Councilor Moore supported Mayor Nicoli's suggestion to use cable access and the Internet. He
suggested making avaiiable at the library tapes discussing various City planning and
CITY COUNCIL MEETING MINUTES - OCTOBER 19, 1999 - Page 5
development procedures. Mr. Monahan mentioned putting the procedures in PowerPoint format
for download from the webpage.
Councilor Scheckla suggested that the people attending the CIT meetings write down their
questions so that staff could get back to them after the meeting in the event that they could not
answer the question at the meeting. Ms. Newton said that they already did that.
Ms. Newton described a program staff was working on to develop a pool of citizens interested in
being contacts for neighborhoods. She said that she was getting a reasonable response to her
request for those interested in serving as "community connectors." She mentioned the
Novemeber 15 meeting with interested citizens to discuss making the program work.
Ms. Froude commented that the CIT program has worked well for the community. She agreed
that as the community grew and changed, they might want to focus on smaller areas and
neighborhood issues. She mentioned density, transportation and parks as the three issues she
heard consistently from the Bull Mountain area. Councilor Moore pointed out that those three
issues were of concern to citizens throughout the city.
Mayor Nicoli commented that his sense from this discussion was that City was out of date and
old-fashioned in the ways it tried to reach the people in the community. He pointed out that the
retail and commercial sectors used the Internet to take their product to the customer rather than
requiring the customer to come to the store. He spoke to using the same technology to reach
their constituents. He emphasized the City's ability to use. cable access TV to broadcast
meetings into people's homes in combination with a call-in format. He argued that the City
should start using the Internet and cable access TV more aggressively to provide opportunities
for citizens to talk with staff and the Council.
Ms. Newton concurred with the Mayor on the need to take more aggressive action. She
mentioned the opportunity under the new MACC/TVCA contract to produce "Ask the Mayor"
or "Ask the City Council" programs. She stated that she would report back to Council at the
November 9 study session on the items mentioned during this discussion. Mayor Nicoli
suggested scheduling live CIT meetings early in 2000 to see if the format worked.
Councilor Scheckla asked who made up the difference in the cost of installing the cameras if the
City did not get the TVCA grant. Mr. Monahan commented that they were pretty confident that
TVCA would focus on Tigard because the room logistics were suitable to installing the
equipment. Ms. Newton stated that the Council would have to discuss Councilor Scheckla's
question after they knew whether or not they would get the grant.
4. UPDATE ON TIGARD YOUTH ACTIVITIES
STAFF REPORT
Ms. Newton discussed the CIT meeting on youth violence and the May 25 Tigard-Tualatin
School District brainstorming session on school and community violence prevention. She
mentioned the School District's responses to the kids' frustration with the scheduling of the
school day by allowing a 15 minute break and creating a half hour every Wednesday for club
activities. She said that the District was also looking into adding a make-up period at the end of
the day for those who worked and had difficulty getting to school early.
Ms. Newton described the District's efforts to improve student access to counseling services.
The kids felt that they did not have good access because the counselors spent more time
CITY COUNCIL MEET 17NG ivii d`UTES - OCTOBER 19, 1999 - Page 6
scheduling than counseling. She said that the kids were interested in a community center (but
not a teen center) in order to have a place to go after school that was not just for athletic
activities. She commented that the kids were vocal about not having anything to do after school.
Staff investigated freeing up space in the senior center to start some pilot programs.
Ms. Newton said that the teachers, after hearing the results of the CIT meeting, volunteered to
oversee club activities one or two days a week after school. She mentioned the District
reinstituting the 4:30 p.m. activity bus (in addition to the 6:00 p.m. bus). She discussed the
District's efforts to improve the Link program that worked to smooth the transition of students
from middle school to high school.
Ms. Newton announced a brainstorming session on October 27 from 4:00 p.m. to 6:00 p.m.
involving adults, high school students, and middle school students in a discussion of a
community center. She pointed out that Linda Eaton and people at the new Rotary Club brought
this idea to staff, so it was not a city-driven item. She said that Dave Nicoli would make a
presentation on Atfalati.
Ms. Newton mentioned the School District's increased efforts to provide parenting resources to
parents. She said that the City has agreed to publish parenting resources and classes in the
Cityscape and to provide daycare providers with community parenting resources information at
the annual preschool fair so that they can give the information to parents.
Ms. Newton said that staff agreed to set parameters for the community event that the kids at the
CIT meeting wanted to hold: a Battle of the Bands at the new gazebo this summer. She
indicated that the kids also wanted to plan an activity during the Balloon Festival. She said that
staff would ask the Balloon Festival Committee to let a couple of students sit in on the Festival
planning so they could understand what went into planning an event. She reported that Mary
Stewart, a Rotary member and local business owner, offered to work with two to three kids to
figure out how to create a business that the students- could run, possibly related to school
activities.
Ms. Newton said that staff would come to the Council with any requests involving City funds
but most of the stuff they did anyway or had a minimal cost in terms of staff time. She invited
the Councilors to attend the brainstorming session. She pointed out that they were not
necessarily forming a committee, they were simply seeing who would be interested in pursuing
the community center idea.
COUNCIL QUESTIONS AND COMMENTS
Councilor Moore asked Councilor Scheckla to attend the meeting because of his interest in the
issue of a youth or community center.
Mayor Nicoli pointed out that Atfalati identified a community center as a top priority. He
discussed his concern that a parallel Tigard group looking into a community center for Tigard
might end up going in a different direction than the multi-community approach of Atfalati. He
stated that Atfalati was not interested in taking over existing facilities but rather in providing
something that currently did not exist in the region. He argued that, while the region as a whole
could afford the $1 to $2 million facility it needed, no one city alone could afford it, either in
capital funds or staff time.
Councilor Hunt commented that a single facility effectively precluded the less affluent kids from
reaching it because they could not get there. Mayor Nicoli said that the School Districts have
CITY COUNCIL MEETING MINUTES - OCTOBER 19, 1999 - Page 7
already offered to bus any kids from any school to a community center. He emphasized that
there was no opposition at the table to the idea of a community center. He mentioned that the
School Districts have also offered to allow a recreation district to move in with their own staff
after school to utilize the elementary and middle school buildings.
Mayor Nicoli explained that the concept behind the Atfalati group was that it would set up the
infrastructure to provide funding and organizational skills to the community groups who asked
for help in setting up programs, such as an afterschool program or weekend youth activity
program.
Councilor Moore stated that he too wanted to avoid two factions going in two different
directions. He suggested that this group identify what it wanted in a community center and
provide Atfalati with that information so that Atfalati did not need to get into that level of detail.
Mayor Nicoli indicated that the Task Force was focusing on a community center as the number
one priority because there was no organized group in the community determining what athletic,
and non-athletic afterschool programs were needed. He pointed out that the Task Force did not
need to focus on youth sports because there were well-organized groups already handling that.
He said that, at the Task Force level, they were looking into how much money they would have
to ask the voters for to build a facility, and what resources they could use at the school districts.
Mayor Nicoli commented that they did not want to build additional facilities f they had access to
school facilities that served the need. He reiterated that the school district was saying that
Atfalati could have access to all district resources except for the high school r.-sources. He
emphasized that once they knew what was missing and what the size of the facility needed to be,
then they knew how much to ask for in a capital bond for Atfalati and in an operating levy for
the district.
Mayor Nicoli pointed out that many of the same people sitting on the Atfalati Task Force sat on
another Task Force five years ago that ended up accomplishing nothing because it ran into the
wall of no money. He argued that now they had Atfalati to surmount that wall. He mentioned
that other recreation districts have told Atfalati that the more it served as a facilitator supporting
other people's programs with funding, facilities, and organizational staff, the more successful it
would be.
Councilor Moore asked how detailed Atfalati's planning was for the community center. Mayor
Nicoli indicated that they were not going into a lot of depth. Councilor Moore reiterated that a
peer group interested in focusing on the community center could make recommendations to
Atfalati, similar to what the youth sports groups would do. He noted that several of the people
attending the community center meeting also were involved with planning the Atfalati
Recreation District. He recommended proceeding with the unofficial meeting and seeing what
came out of it.
Councilor Patton agreed with Councilor Moore that Atfalati and this group did not have to go in
two different directions but could work as he described, especially with Atfalati people involved
with this committee. She pointed out that there has been no decision made yet with regard to
Atfalati. She mentioned the possibility of the Council responding immediately to things brought
to the table by this group, similar to the teachers volunteering to sponsor afterschool clubs.
Councilor Scheckla spoke to the need to find programs for the non-athletic people in the
community. He suggested starting with finding space for small individual programs, like a
sewing club, that required minimal money. He said that they could build out the program as
CITY COUNCIL MEETING MINUTES - OCTOBER 19, 1999 - Page 8
they found the need to do so. He emphasized that the poorer people could not afford to pay .t
fee to participate.
Mayor Nicoli stated that he has taken Councilor Scheckla's concerns to the Atfalati people who
responded by planning the recreation district to include athletic, non-athletic, and arts programs.
He reiterated his concern that the two groups not diverge. He described Atfalati as the logical
solution to the problem they had five years ago of having no money to fund these programs. He
emphasized that Atfalati might be the group that could take all its planning into the final phase
and make it work.
Mayor Nicoli pointed out that it has taken Atfalati five years of hard work to bring tovP+her
every youth group, two school districts, three cities, and the County in support of a ret.•eation
district. He said that they taken the ideas of the previous efforts and created the best effort ever
put forward in the city and the region to make a district work with a permanent ending source.
He emphasized that he did not oppose the community center discussion group but he did want
them to work in harmony with the work Atfalati has already done. He agreed that onc, groups
like this understood that Atfalati would make funding available to them, they could identify
what they needed and take recommendations back to Atfalati.
Councilor Moore recommended that that Councilor Scheckla attend the October 22 meeting as
the Council representative and report back on what direction the group took.
5. UPDATE ON WALNUT ISLAND ANNEXATION OPEN DOUSES
Laurie Nicholson, Associate Planner, distributed the flyer prepared for the Monday, October
25, workshop meeting at Fowler Middle School starting at 5:30 p.m. She referenced the
information included on the flyer in response to resident concerns expressed at the October 4
workshop with respect to sewer, the costs of sewer extension, and street improvements. She
stated that staff would have more information on taxes and area improvements ready for the
workshop.
Mr. Monahan asked that one or more Councilors attend the meeting. He mentioned that County
Commission Chair Tom Brian and County Administrator Charlie Cameron attended the first
workshop. He indicated that staff would help any Councilor wishing to also attend the Atfalati
meeting (at Tigard High School on the same night) to leave by 6:45 p.m.
Mayor Nicoli recessed the meeting at 8:25 p.m. for a break.
o Mayor Nicoli reconvened the meeting.
6. DEVELOPMENT CONCEPTS FOR THE DURHAM ROCK QUARRY
STAFF REPORT
Ms. Nicholson stated that the County no longer operated this quarry (located on SW 72"d
Avenue) as a mine for rock for roads. She indicated that 22 acres of the property were located in
Tigard with the remaining 7 acres in Tualatin. She explained that the County wanted to sell the
property for development, and hired Group Mackenzie to work on a development plan for the
area. She mentioned that one of the outcomes of the process would be an intergovernmental
agreement between the County and the two cities detailing how the planning and development
process would work.
CITY COUNCIL MEETING MINUTES - OCTOBER 19, 1999 - Page 9
Mayor Nicoli asked why staff has not mentioned Durham. Ms. Nicholson said that the property
was not located in Durham. Mayor Nicoli reported that, in his conversations with Tom Brian
and Roy Rogers, the Commissioners indicated that Durham would have a seat at the table for
any discussions about the development of the Durham Rock Quarry. He spoke to the
importance of including Durham in the discussions because any development of this property
would impact Durham far more than it would impact either Tigard or Tualatin.
Jeff Reeves, Group Mackenzie, stated that they have included Durham in all the meetings and
workshops held for Tigard and Tualatin. He mentioned that they invited ODOT and Tri-Met as
well.
Mr. Reeves pointed out that this site involved several different jurisdictions: City of Tigard,
City of Tualatin, ODOT, and Tri-Met. He noted that a portion of ODOT's land jutted into this
property while Tri-Met owned the park and ride across the street. He indicated the interest in
fixing the short stacking distance on SW 72°d Avenue to the I-5 ramp. He gave the same slide
presentation he gave to the County Board two months ago.
Mr. Reeves confirmed that the County's goal was to put the land up for auction. Councilor
Moore asked if whoever bought the land had to live up to the master plan developed by the
consultants. Teresa Wilson, County Property Manager, explained that this was not a master
plan but a concept of the area specifying the amounts of the different land uses. Mr. Reeves
commented that they understood that the developers would want to put their own signature on
the project, and therefore they did not think that they could dictate a master plan and have the
project be successful.
Mr. Reeves reviewed the goals for the project: to increase the value of the land for the County,
to influence the development potential of the site, and to correct the failing intersection at SW
72nd Avenue and Boones Ferry Road. He mentioned that this site was one of the few sites left
along the 1-5 corridor where a developer could put big box retail, something that the County and
the cities did not want to see.
Mr. Reeves discussed the staff work proposed to increase the value of the land. This included
creating the infrastructure to support the development, creating an intergovernmental agreement
between Tigard and Tualatin to allow a developer to create a master plan for the project and to
go through only one jurisdictional process, and documenting the soils and topography of the
site.
Mr. Reeves described the potential development as a mixed use development of housing, office
and retail intended to reduce traffic generation and to support the visions of the local
jurisdictions. He confirmed to Mayor Nicoli that they have met with the planning staffs, not the
City Councils.
Mr. Reeves indicated that they felt that this gathering of all the interested jurisdictions was the
last opportunity the area would have to correct the I-5/Boones Ferry intersection. He described
the site location within the context of the roads and jurisdictions. He reviewed two potential
scenarios for the intersection improvements. He said that Durham did not favor making
Bridgeport the main thoroughfare. He indicated that they were discussing with ODOT the
second scenario of bending SW 72"d up to create a "T" intersection further down Lower Boones
Ferry Road in order to triple the stacking capacity of I-5.
Mr. Reeves reviewed the different mixes of land uses they were looking at for a mixed use
development. He noted the different current zoning designations on the site: industrial in
CITY COUNCIL MEETING MINUTES - OCTOBER 19, 1999 Page 10
Tigard and retail/office in Tualatin. Ms. Nicholson confirmed to the Mayor that they could
change the zoning to the Mixed Use Employment zone (used in the Triangle) to allow
residential. Mr. Reeves said that a 20% commercial/40% office/20% residential mix and a 24%
office/38% residential/18% commercial mix would generate approximately the same amount of
traffic.
COUNCIL QUESTIONS AND COMMENTS
Councilor Scheckla questioned placing residential in that area at all. Mr. Reeves stated that they
assumed high density housing (not single-family residential) that would be integrated into the
development. He mentioned the close proximity of the park and ride. He commented that,
although developers have told them that a residential component was not cost-effective, they
believed that it was an important component.
Mayor Nicoli questioned placing a development in such close proximity to a major freeway in
the Tigard-Tualatin area. He indicated that he understood why the developers did not think
residential would work there, as most people did not want an eight-lane freeway as their
backyard. Mr. Reeves explained that they were placing the residential component towards the
residential area on the Durham side of the site and the retail component at the intersection,
bordered by office. Mayor Nicoli reiterated that he did not think that people would want to live
in such close proximity to an upscale shopping area with high-end stores, surrounded by
commercial industrial and placed right next to a freeway.
Mr. Reeves observed that this was the last large parcel along I-5 available for development. He
commented that they expected the areas south of Tualatin to develop in the future and included
an additional 40% traffic factor in their traffic studies to reflect that potential development. He
mentioned that this concept required structured parking. He listed the stakeholders sharing with
the County in the decision as City of Tigard, City of Tualatin, City of Durham, ODOT, Tri-Met,
and developers of office, retail, and residential.
Councilor Scheckla asked for clarification on how they intended to move increased traffic on to
I-5. Mr. Reeves explained that they intended to improve the stacking distance from I-5 to SW
72nd. He said that they were working with ODOT to look at other traffic issues in the area.
Mayor Nicoli stated that the Mayors and the County have been holding low-key discussions of
the rock pit for the last three to four years. He said that those discussions included joint uses not
mentioned by the consultants. He characterized the County's current action as maximizing the
sale of the property, regardless of the infrastructure problems a development brought with it.
Mayor Nicoli said that the earlier discussions centered on allowing commercial development
from the ground up while installing 1,000 to 2,000 underground parking spaces in the hole in the
ground that already existed. He cited the phenomenal success of the Tri-Met park and ride at
this location as evidence that this was a good location to provide more parking spaces. He
stated that the discussions included the County not maximizing money at this site but rather
accommodating some of the needs of Tigard and Tualatin for additional transit parking.
Mayor Nicoli said that he could not support the concept presented. He indicated his
disappointment that the County was going after the maximum dollar instead of helping the
communities. He commented that he was not opposed to commercial on the site. He held that
Tri-Met could pick up a lot more people at this location for transport to downtown Portland,
provided they had the parking.
CITY COUNCIL MEETING MINUTES - OCTOBER 19, 1999 - Page 11
Mayor Nicoli pointed out that the property was worth $2 million an acre and the County
originally paid $50 for the property. He characterized it as the hottest piece of land along the I-5
corridor in three states. He argued that there was enough money involved to help the County
Road Department without the County turning its back on what was best for the communities of
Tigard and Tualatin. He reiterated that the park and ride was the primary issue because the site
lent itself so well to a park and ride location. He spoke to giving the developers the air rights
but building underground parking for the park and ride.
Mayor Nicoli observed that Washington Square did not turn out to be the "big rose" everyone
thought it would be for Tigard. It was a substantial drain on their police force in particular. He
held that another big shopping center would have the same impact. He indicated that, although
he would like to see commercial in this area, he saw other options also.
Ms. Wilson commented that the County was not stuck on this particular concept. She
demonstrated on the map how the re-configuration of the road would almost double the existing
capacity at the Tri-Met park and ride. Mr. Reeves noted that at the meetings Tri-Met did not
request the type of facility described by the Mayor. Mayor Nicoli contended that it would take
one week for an expanded facility to fill up. He reiterated that in the discussions of this
property, they had talked about adding 1,000 to 2,000 park and ride spaces while still leaving
plenty of room for development.
Mr. Ramis asked what the consultants' estimates were for the number of structured spaces and
the offsites. Mr. Reeves said that he had assumed a parking space ratio of 2.5 for office and 3 to
4 for retail but he did not calculate a total number of spaces. He indicted that their latest
estimates for the offsites were $2 million to realign SW 72n". He reiterated that they were
working with ODOT with respect to the traffic issues and future planning needs for the
intersection.
Mr. Reeves stated that they were trying to build consensus among the different interest groups
as to the direction they wanted to go with this concept. He said that once they reached
consensus, they would put it out to bid through Washington County.
Councilor Scheckla pointed out that ODOT put the Hwy 217/1-5 project on the back burner
because they did not have enough money to complete it. Mr. Reeves explained that they
expected the developer to pay for any transportation system improvements directly impacted by
the project.
Mayor Nicoli asked if ODOT was looking at selling its property. Mr. Reeves said that there
would be a trade in which ODOT ended up with a net gain.
Councilor Scheckla mentioned that he would like to see a more refined version of the proposal.
He indicated that he agreed with the Mayor's comments. Ms. Wilson stated that they would
bring the RFP draft to Council for its input.
Mayor Nicoli suggested holding a joint meeting between the three city councils, Commissioner
Rogers and Chair Brian to discuss this matter.
7. UPDATE: METRO URBAN GROWTH REPORT
Mayor Nicoli reported on the meeting of the Washington County Coordinating Committee at
which representatives from every city heard a report from Metro on urban growth. He said that
CITY COUNCIL MEETING MINUTES - OCTOBER 19, 1999 - Page 12
Metro has estimated that, at the current level of housing construction in the area on the available
land, they would have 200 housing units more than they needed to meet the population demand.
He stated that the report recommended that the region did not need any more land.
Mayor Nicoli characterized the report and its recommendation as "a joke." He said that no city
in Washington County accepted the report at face value. All the cities have asked their Metro
representatives to convey that opinion. He mentioned that the Committee unilaterally felt that
the Metro staff put this report together because it was what the Metro Council wanted to hear.
Mayor Nicoli spoke to having the potential for 5,000 units beyond what was needed to hold
down land prices. He pointed out that some people at Metro did not understand that when
someone put a lock on the land, that action automatically escalated the value of the remaining
land.
Mayor Nicoli reiterated that the Metro Council was basing a decision not to allow any more
urban reserve land to be brought in on this report. He emphasized that this was an issue for the
Washington County cities, since they needed to hold the land costs down. He held that Metro
has made this a political issue.
Councilor Patton asked what the underlying basis was for the feelings of those who took
exception to Metro's apparent direction. Mayor said that many did not like a Metro policy
limiting the region to only 200 additional building sites. He argued that, given the hundreds of
assumptions made by Metro in compiling this report, it was unwise to think that they could
calculate the need down to 200 units. He said that the Committee asked its chair, Roy Rogers,
to write a letter to Metro expressing the Committee's inability to buy in to the report.
Mr. Ramis pointed out that some Metro Councilors drew a linkage between the Urban Growth
Boundary and Title 3. He cited Councilor Bragdon's public comments that he would not vote
for a UGB amendment until he was satisfied that Washington County complied with Title 3.
Mr. Ramis pointed out that what the Metro staff did not include in their report was the reduction
in developable land available because of Title 3 requirements. He held that if they took out of
the equation all the land removed for salmon protection, then the reduced amount of land
available for development necessitated a UGB amendment.
Mr. Ramis confirmed to Mayor Nicoli that there was a state law requiring Metro to provide for
five years of buildable land. He said that there was a previous growth report (adopted by the
previous Metro Council) that found that, in order to satisfy the statute, there was a need for a
substantial UGB amendment. He commented that the new Council came in, said that there was
something wrong with the first report, and Metro staff created a new report with a different
answer.
CITY COUNCIL MEETING MINUTES - OCTOBER 19, 1999 - Page 13
8. DISCUSS DATE FOR COUNCIL GOAL-SETTING MEETING
The Councilors discussed when to schedule the Council goal-setting meeting. They agreed to
check their calendars for a meeting on either January 10 or January 17, beginning at 12 p.m.
They agreed to decide on whether or not to use a faciliator next month.
8. COUNCIL LIAISON REPORTS: None.
9. NON-AGENDA ITEMS
ODOT Noise Variance Request
Mr. Monahan reported that ODOT wanted a noise variance for the nine months it would take
them to do the grinding and resurfacing of Hwy 99W from Barbur Blvd down to the Tualatin
River. He mentioned that ODOT last did this work on Hwy 99W 12 years ago. He said that,
because of the increase in traffic on Hwy 99W, ODOT wanted to work from 8 p.m. to 6 a.m. so
that they would not disrupt the major traffic flow. He indicated that ODOT wanted to get the
variance before it went out to bid on November 8.
Mr. Monahan explained that the municipal code allowed a maximum noise level between 10
p.m. and 7 a.m. in noise sensitive locations (residential) of 40 decibels and iii commercial or
industrial locations of 60 decibels. He said that the equipment used in this process generated 91
decibels in the worse situation.
Mayor Nicoli pointed out that the City's noise ordinance came from the state statutes. He asked
how ODOT would get around the state law, even if Tigard granted the variance. Mr. Ramis said
that ODOT ran the risk of a citizen complaining. He commented that DEQ in Portland did not
enforce the noise regulations.
Mayor Nicoli observed that the City would get far more complaints if ODOT worked on Pacific
Highway during the day than if it did so at night. He suggested identifying the areas where
residential abutted the highway and trying to find a way to minimize the noise intrusion.
Mr. Monahan stated that staff did not believe that the City had the ability to grant the variance
under the existing municipal code. The Code allowed only a variance of 10 decibels over the
established limits. He recommended telling ODOT that the City needed to change its Code to
allow an exception for major construction on a highway.
Mr. Monahan discussed ODOT's extensive information program for informing citizens of when
the machinery would operate in front of their property. He mentioned the 17 noise sensitive
receptacles identified by ODOT. He said that staff wanted more information and verification
that ODOT was concerned about taking remedial action so that the noise level did not impact
either side of the highway at great distances.
Mayor Nicoli supported rewriting the ordinance but spoke against negotiating with ODOT or
taking any enforcement responsibility for state right-of-way work. He suggested that the City
give ODOT the authority to exceed the noise limits at their own risk and then funnel all
complaints directly to ODOT.
CITY COUNCIL MEETING MINUTES - OCTOBER 19, 1999 - Page 14
Councilor Moore spoke to the City negotiating with ODOT to get the best deal that it could for
its citizens with respect to notification and equipment operation. He held that the City needed to
be able to tell its citizens how long an individual neighborhood would need to live with the
situation and what the overall benefit was to the city. Mayor Nicoli commented that Councilor
Moore's suggestion forced ODOT to dictate the contractor's construction sequence from start to
finish, something that he did not think that ODOT would do.
Councilor Hunt concurred with Mr. Monahan on negotiating with ODOT to mitigate the
circumstances for noise sensitive areas, such as the apartment complexes on both sides of 99W
at Fischer Road.
The Council discussed the issue of enforcement. Mayor Nicoli reiterated that he did not want
the City to take on an enforcement role or stand between ODOT and citizen complaints.
Councilor Hunt contended that the City could require mitigation for its residents and still not
take on an enforcement role. Councilor Scheckla concurred with the Mayor. Mr. Monahan
agreed that the City did not want to be involved in enforcement. He held that the City should
work to get the best conditions it could get in order to protect the public and to develop clear
criteria against which they could hold ODOT responsible for the contractor's compliance.
Councilor Moore supported giving ODOT the City's parameters. He pointed out that if ODOT
chose to ignore the City, the City could tell its residents that Metro did not listen to them.
Mayor Nicoli commented that he did not want to be unfair to ODOT because they were in a
difficult position: it was impossible to work on Pacific Highway during the day.
Councilor Moore asked staff to find out if the grinding machine could operate at a lower decibel
rate. He noted that working at a slower rate would lengthen the overall time period beyond the
nine months.
Mr. Monahan reviewed the other work that ODOT would do during this project, including
construction work on bridges, installing new concrete dividers, and putting down longer lasting
striping. He said that the City would use its information dissemination avenues to help ODOT
keep the people informed more exactly on how the project would impact individual
neighborhoods.
Mayor Nicoli suggested informing the people of the options, including shutting down two lanes
during the day for nine months. He pointed out that most major roads in the Metro area received
their maintenance after 6 p.m. Councilor Moore suggested talking to Portland with respect to
the impacts of the project just completed on Barbur Blvd. Mr. Ramis mentioned that Portland
required all the noise intensive projects he has worked on that city to do a simulation to measure
how far away the noise was actually impacting people.
Councilor Scheckla suggested talking with Bruce Ellis with respect to the Balloon Festival in
June, since the project timeline was proposed from January 1 to September 30. Mr. Monahan
reported that ODOT has inquired about the Festival and any other events that they needed to
work around. He spoke to developing a relationship with ODOT. He commented that everyone
he has talked to has recommended against doing the work during the daytime. Therefore, they
needed to grant the exemption. He indicated that he needed a sense from Council on what
conditions they wanted to place on the project.
CITY COUNCIL MEETING MINUTES - OCTOBER 19, 1999 - Page 15
Mayor Nicoli said that he thought that it was good to talk with ODOT about the City's concerns.
He reiterated that the City should work with ODOT to minimize the problems the best that it
could but when the complaints came in, the City should forward them to ODOT. Mr. Monahan
said that that was the staff's approach. He indicated that he heard from the Council that they
should change the ordinance to allow an exemption for this type of activity only.
10. EXECUTIVE SESSION
The Tigard City Council went into Executive Session at 9:50 p.m. under the provisions of ORS
192.660(1) (d), (e), (f), (g), and (h) to discuss labor relations, real property transactions, exempt
public records, current & pending litigation issues.
11. ADJOURNMENT: 11:05 p.m.
Catherine Wheatley, City Recorder
is jCITY COUNCIL MEETING MINUTES - OCTOBER 19, 1999 - Page 16
1 AADM\CATHY\CCM\991019. DOC
COMMUNITY NEWSPAPERS, INC.
P.O. BOX 370 PHONE (503) 684-0360
BEAVERTON. OREGON 97075
Legal Notice Advertising
*City of Tigard • ❑ Tearsheet Notice
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•Tigard,Oregon 97223 • ❑ Duplicate Affidavit
*Accounts Payable e
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 theTigard-Tua 1 at i In Times
a newspaper of general circulation as defined in ORS 193.010
and 193.020; published at Tic_la rd in the
aforesaid county and state; that the
City Council 1-i - i ng Rcwi PW Board itAAti rig
a printed copy of which is hereto annexed, was published in the
entire issue of said newspaper for nNT: successive and
consecutive in the following issues:
October 14.1999
L-0981
Notir '2T 9 5 0 5
1) <'-L~ , il ,
Subscribed and sworn to be re me this] 4th day of Octnber, 1999
OFPiCIAL SEAL ✓
ROB!N A. BURGESS
Not Public for Oregon NOTARY FUaL G-ORr-r;p~
COMMMISSION P`C) 052071
My Commission Expires: MY COMMISSION EXPIRES MAY Ie, 2001
AFFIDAVIT T•r -
The 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 19,1999 - 6:30 P.M.
TIGARD CITY HALL - TOWN HALL
Z 13125 SW HALL BOULEVARD, TIGARD, OREGON
! * Citizen Involvement Team/Staff Resource Team Meeting with the City
Council (scheduled to start at 7 p.m.)
* Balloon Festival: Review of 1999 Event and Discussion of Balloon 1
Festival 2000.
* Development Concepts for the Durham Pit.
* Walnut Island Annexation Update.
* Tigard Youth Activities Update..
* Set Date for Council taoal-SettingMeetsng.
* Executive Sdesion
7"505 - Ptiblish October 14, 1999.
AGENDA ITEM
FOR AGENDA OF
CITY OF TIGARD, OREGON
COUNCIL AGENDA ITEM SUMMARY
a
10-19-99
ISSUE/AGENDA TITLE Balloon Festival - Recap of 1999 Event & Discussion of 2000 Event
PREPARED BY: Catherine Wheatley DEPT HEAD OK 144"--CITY MGR OK Ls.~.~➢"~~
ISSUE BEFORE THE COUNCIL
Review the recap of the June 1999 event. Discuss the role of the City for 2000 and beyond.
STAFF RECOMMENDATION
Give the Balloon Festival Committee feedback on any additional information needed and discuss the future role of
the City of Tigard with the production of the event.
INFORMATION SUMMARY
The general format of the 1999 Tigard Festival of Balloons was very similar to the 1998 event. Learning from the
1998 event, extra effort went into notification of the adjoining neighborhoods and all went relatively smoothly. The
volume of "complaint/concern" telephone calls to the City and the number of questions about neighborhood access
were reduced. There was one complaint. during the event concerning the volume of noise. The Police Department
checked it out with the noise meter; the volume was below the allowable levels.
The Balloon Festival Committee members included Bruce Ellis, Jim Nicoli, Brian Moore, Ron Goodpaster, Ed
Wegner, Cathy Wheatley, Marv Leach (Chamber of Commerce), Dave .Austin (Chamber of Commerce) and Mark
MacDonald (Tualatin Valley Fire and Rescue). We loosely structured the committee using the attached
organizational chart, referring to it as a guideline (Attachment 1). In post-event debriefing sessions, it was
generally agreed that the planning for the event went very smoothly.
Susan Koepping, the City's Volunteer Coordinator, assisted in many significant ways including arranging for a
balloon festival telephone line at the City, providing volunteers as needed in several venues including message
taking from the dedicated line, field set up, staffing the City Booth and providing volunteers for the Chamber of
Commerce Souvenir booth. Sandy Zodrow, Human Resources Director, volunteered her time to set up and
organize the City Booth with information and some promotional give-away items. Cathy Wheatley, City Recorder
and the Liaison to the Committee and City Staff, received numerous telephone calls the last week before the event.
Many of these telephone calls were from out-of-town visitors who were planning to attend and had questions about
logistics and event activities. The plan for next year will be to have volunteers available to respond to these
information-type questions.
Pre- and post-event Cityscape articles were published, which seemed to help get the word out about activities to our
citizens. The article submitted after the event was designed to let City of Tigard residents know how many non-
profit organizations were benefited (Attachment 2). Our website, httr)://www.ci.tigard.or.us
displayed updated event information before and photographs *of the event were posted after.
Tigard Festival of Balloons for 2000 will be held on June 16, 17 and 18.
Event chair Bruce Ellis plans to attend the October 19, 1999, Council meeting to give additional highlights of the
1999 event, what the plans are ibr the future, and to answer questions from the City Council.
OTHER ALTERNATIVES CONSIDERED
N/A - This item is a di., . assion topic.
VISION TASK FORCE AL AND ACTION COMMITTEE STRATEGY
Community Character & Quality of Life: Develop an 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.
FISCAL NOTES
Attached (Attachment 3) is an excerpt of the April 27, 1999, City Council minutes, at which time the idea was
discussed to establish a threshold amount for the Balloon Festival. This year $10,000 was allocated. The Budget
Committee also discussed establishing a threshold aniount for the Fourth of July Celebratioia. No decision was
finalized.
Also attached (Attachment 4) is a copy of the summary of costs for the City of Tigard for staff and resources.
A copy of a letter (Attachment 5) to Bruce Ellis from Bill Monahan concerning a request for financial
information is attached for your information.
I:=M\CATHY\000NCIL\SUMMARY - BALLOON FESTIVAL.DOC.DOT
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Attachment 1
W
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Tigard Balloon Festival
Attachment 2 Recap
Thanks to the volunteers and
organizers of the Tigard Festival of
Balloons, this year's festivities were
the most successful ever! The
Balloons were able to launch all three
days and the Saturday Night Glow
was spectacular. "Guesstimates" are
that approximately 70,000 people
attended the event over the three
days (June 18-20).
Thanks, also, to the residents
neighboring Cook Park who showed
great patience, understanding and
cooperation during the event.
The Balloon Launch, Night Glow and
entertainment are free to the public
thanks to the generosity of corporate
sponsors and the huge efforts of
volunteers.
The event organizers' goal is to keep
this a low-cost event for the
community. The funds collected for
parking, the carnival proceeds and
vendor fees help pay for the
production of the event, but a large
share of these proceeds benefit
non-profit organizations. Below is a
list of organizations thai benefitted
from fundraising during theTigard
Festival of Balloons:
® Tigard High School Boosters
e Tigard Breakfast Rotary
a Tigard Boy Scouts
a Tigard Little League
■ Tigard Soccer
e Tigard DA.R.£. Program
® Tigard Youth Association
m Tigard Noon Rotary lynteract
Program
o Tigard Area Chamber of Commerce
® Shriner's Hospital
® St. Mary's Boys Home
Mark your calendars for next year!
The Tigard Festival of Balloons will
be June 16-18,2000. If you have any
questions about the event, please
contact Cathy Wheatley at 639-4171
x309.
Attachment 3
11. NON-AGENDA ITEMS
11.1 Policy on memorials
This item was continued to May 11, 1999.
11.2 Arts and events applications
Mr. Monahan referenced his memo reporting on the Budget Committee Subcommittee's review
of the social service applications. He said that staff was moving forward on informing the
agencies of their recommended funding levels. He said that the Subcommittee recommended
that the Council review the arts and events applications.
Mr. Monahan mentioned the Subcommittee's suggestion that the Council consider authorizing
an annual threshold amount for the two community events (Fourth of July and the Balloon
Festival) at an amount equal to the amount asked for by those two events this year. He said that
the Fourth of July people asked for $4,000 and the Balloon Festival organizers for $5,000. If
those events needed more money, then they should go through the process of asking the Council
for more money.
Mr. Monahan noted the small requests by the Tualatin Valley Community Band for their
graduation ceremony and by the Tualatin Riverkeepers. He informed the Council that the
Broadway Rose Executive Director has asked for an opportunity to talk to the Council. He
recommended asking the director to attend the first meeting of the Budget Committee. He
referenced the letter staff gave to Council from Broadway Rose discussing their issues. He
asked for direction from Council.
Councilor Patton commented that the subcommittee members had been concerned about the
level of funding requested by Broadway Rose. She said that the members wanted this decision
to go to the Council because ;.t was a political decision. Councilor Hunt pointed out that the
Council originally included Broadway Rose in the City budget because Broadway Rose
represented that they would be self-supporting in three to four years. He noted that every year
they have asked for more money than the year before.
Councilor Scheckla spoke to the school district donating something to Broadway Rose instead
of just the City. Mayor Nicoli commented that he saw this summer children's event falling
under the auspices of a recreational district. He observed that the Council has never given
Broadway Rose all the money it asked for. He said that the program has been fairly successful
with increasing gate receipts and participation each year but they have chosen to rely on the
city.
Councilor Scheckla said that he would like to see how much funding Broadway Rose received
from other cities in the area. Councilor Hunt suggested tabling the discussion until after the
presentation to Council. Mr. Monahan said that he would schedule Broadway Rose for May 11.
11.3 City Attorney
Mr. Ramis disclosed that his firm has represented the lessee in Consent Agenda Item 4.4 on
some matters but not. on anything related to the lease of the ground space in the water building
yard.
CITY COUNCIL MEETING MINUTES - PAGE 18 - APRIL 27, 1999
Volunteer Hours:
156 hours 41 volunteers for City of Tigard Booth and
pre-event tasks
44 hours 10 volunteers recruited for breakfast
57 hours 11 volunteers recruited for Chamber souvenir booth
87 hours by Administration - Liaison to the Balloon Festival
Committee
Total 344 hours
Also, it should be noted that Public Works Director Wegner and Chief Goodpaster
volunteered hours attending the Balloon Festival Committee meetings and spent time
before, during and after the event in Logistics and Public Safety.
IAAMCATHYTROJECTS\COSTS 99.00C
Attachment .4
MEMORANDUM
CITY OF TIOARD, OREGOIN
N
co
TO: Bill Monahan, City Manager
FROM: Cathy Wheatley, City Recorder
DATE: October 8, 1999
SUBJECT: 1999 Balloon Festival - Staff and Resource Expenditures
Revised....
Summary of Costs
City of Tigard Staff/Resources
1999 Festival of Balloons
Public Works
Festival Staffing 432.5 hours $16,396.80
(includes overtime hours)
Prep & Clean Up 537 hours 11,448.10
Material Costs 1.078.00
Total Public Works
Police Department
Festival Staffing (overtime) 240.5 $7,327.02
3.525.76
(regular) 166.0 -
Total Police Department
Volunteer Coordinator 76.0
Telecommunications Analyst 4.0
Promotional Give-Away - City of Tigard Booth
Balsa Wood Glider Airplanes GRAND TOTAL
$28,922.90
$10,852.78
1,349.76
131.80
657.00
$ 41,914.24
August 23, 1999
Bruce Ellis
14396 SW Tewksbury Drive
Tigard, OR 97224
Dear Bruce:
It's hard to believe that the Balloon Festival was held two months ago. From all
the comments I have received, the event was extremely successful and
appreciated by the community.
Attached is a summary of the City costs related to our participation in ,1 he event.
At a recent City Council meeting, I was asked if we had received any financial
information from you, indicating the success of the program. Would you please
provide me, at your earliest convenience, a letter containing financial information
about the Festival which we can use as a starting point for discussions in planning
for the Balloon Festival in 2000. I will provide that information to the City Council.
I expect that Cathy Wheatley will be in contact with you soon to set up a meeting
of the planning committee which assisted you from the government side during the
1999 event. I am sure these individuals are anxious to discuss the success of the
1999 event, as well as to explore any issues which arose during the event which
should be addressed prior to the next Festival.
I look forward to hearing from you.
Sincerely,
/ t2~
C
William A. Monahan
City Manager
WAM\jh
attachment
13126 S 8Wff8711j9i~ ,'dff ff(503) 639-4171 TDD (503) 684-2772
l
J~
Darlene Stevens asked if the CIP appropriations would stay around $20 million or would
it continue to grow. Cyndi responded that the FY 96/97 and 97/98 columns show the
actual amount spent. Cyndi stated that funds are appropriated, but not always spent.
The unexpended funds are rolled over into the next fiscal year. The FY 98/99 and
99/00 columns show the total appropriated amount; however, not all of those funds will
be expended. Cyndi noted that the CIP appropriated amount will continue to increase
as funds are rolled over into the next fiscal year.
General Fund Contingency: Cyndi stated that the purpose of the contingency fund is to
have money available for unanticipated expenditures and projects that occur during the
fiscal year. FY 99/00 budget proposes a $500,000 general fund contingency. When the
Budget Committee approves the proposed budget, they will be approving $500,000 of
undesignated funds. These undesignated funds need Council approval before being
expended. Cyndi noted that the total contingency can only be 15% of the operating
budget or a supplemental budget will have to be done.
Cyndi stated that FY 98/99 contingency funds were used for the City Hall window
flashing project and a social service agency.
Craig Dirksen asked if it was allowable to move contingency monies from one fund to
another fund. Cyndi responded that monies cannot be moved from one type of fund to
another unless a formal inter-fund loan transfer is done.
Arts & Events: Bill Monahan presented the Arts & Events/Social Services budget, which
is located on page 85.
Bill stated that the Budget sub-committee had met earlier and made recommendations
on the Social Service agencies' applications. The sub-committee allocated $77,760 to
Social Services. Bill noted that $8,760 was set aside to be available for the new
operators of the Rite Center who have yet to make a request for the money.
Bill stated that the Budget Committee would need to make a motion to accept the sub-
committess recommendations on Social Services and would need to allocate the
remaining money amongst the Arts & Events proposals. Bill noted that the sub-
committee chose not to make any recommendations on the Arts & Events proposals,
but did recommend that a threshold funding be set for two community-wide events,
Tigard Balloon Festival and 4t' of July. The sub-committee recommended that a
threshold of $5,000 for the Tigard Balloon Festival and $4,000 for 4t' of July.
Bill stated that three small events have also requested funding; Tigard High Graduation
Party, Tualatin Valley Community Band and Tualatin River Keepers. If these three
events and the two community-wide events were funded at their requested amount,
then $18,830 would be left to either be appropriated or retained.
Bill noted that Tigard Country Daze and the Train Safety did not request any funding
this year.
Bill stated that Broadway Rose Theatre requested $18,428. Last year, they received
$8,244. Council heard a presentation by Broadway Rose on why the Theatre needed
such a considerable amount. Bill noted that Broadway Rose received only monetary
funding from the City. The Senior Center, Balloon Festival and 4t' of July receives
monetary as well as in-kind support.
Brian Moore suggested that the Committee first accept the sub-committee's
recommendations regarding the Social Services before discussing the Arts & Events
funding.
The Committee approved the total Social Services funding of $77,760, which includes
$8,760 for the Rite Center. MSP
Jim Nicoll asked what the Tualatin River Keepers were going to use their funding on
and how much they were requesting. Bill Monahan responded that the River Keepers
had requested $600 and were going to use the funds for a special event at the river and
possibly tree planting.
A discussion ensued amongst the Committee members debating the merits of the each
event and how much funding they should receive.
Brian Moore recommended the following allocation: Broadway Rose - $10,000; 4t' of
July - $7,500; Tualatin River Keepers - $1,000; Community Band - $1,200; Tigard Nigh
Graduation Party - $500; and Tigard Balloon Festival - $10,000. The total amount to be
allocated is $30,200. This total is $40 less than what is available.
The Committee discussed whether or not they or the City Council should determine and
approve the actual amounts allocated to the Arts & Events. The Budget Committee
decided that the Council would decide which Arts & Events would receive funding and
how much money each would receive. The Budget Committee would then approve the
amounts allocated to the Social Services and Arts & Events.
The City Council approved the allocated amounts recommended by Brian Moore. MSP
Bill stated the sub-committee recommended that the two community events, Balloon
Festival and 4t' of July, be guaranteed a set amount each year. This threshold amount
would give the events a guaranteed amount that they could anticipate receiving each
year. The events could ask for additional funding, but it would not be guaranteed.
Bill Monahan asked if the Councii wanted to discuss creating threshold limits at a
regular council meeting or discuss it now. Council responded that they would discuss
the matter at a later date.
The Budget Committee approved the funding of Social Services at $77,760 and Arts &
Events at $30,200 for at total of $107,960. IVISP
FAX TRANSMITTAL
Cate October 11, 1999
Number of pages including cover sheet 2
To: Bruce Ellis
CNv
From: Cathy Wh V
Co: Co: Cqy of Tigard -
Fax f#: n"I a • 1 19q Fax 684-7297
Ph 639-4171 Ext. 309
SUBJECT: Staff Report Balloon Festival Recap I Discussion with City Council on
October 19. 1999
MESSAGE:
Bruce, the only modification to the staff report (I faxed you a copy last week) that I will be
sending to the Council is the copy of the letter that Bill sent to you on August 23, which is
part of the Fiscal Notes section. You had some preliminary numbers at our last Balloon
meeting; however, you still were waiting for the remaining bills to come in be paid.
oe~-
Please give me a call if you any other information.
Thanks.
mwwAXDW
August 23, 1999
Bruce Ellis
14396 SW Tewksbury Drive
Tigard, OR 97224
Dear Bruce:
It's hard to believe that the Balloon Festival was held two months ago. From all
the comments I have received, the event was extremely successful and
appreciated by the community.
Attached is a summary of the City costs related to our participation in the event.
At a recent City Council meeting, I was asked if we had received any financial
information from you, indicating the success of the program. Would you please
provide me, at your earliest convenience, a letter containing financial information
about the Festival which we can use as a starting point for discussions in planning
for the Balloon Festival in 2000. I will provide that information to the City Council.
I expect that Cathy Wheatley will be in contact with you soon to set up a meeting
of the planning committee which assisted you from the government side during the
1999 event. I am sure these individuals are anxious to discuss the success of the
1999 event, as well as to explore any issues which arose during the event which
should be addressed prior to the next Festival:
I look forward to hearing from you.
Sincerely,
William A. Monahan
City Manager
WAM\,jh
attachment'
13125 S TUdrc L °tT7 '(503) 639-4171 TDD (503) 684-2772
. . in/ii/na 13.2n 04503 684 7297 CITY OF TIGARD Q 001
ACTIVITY REPORT
**z**zz*z***zz:~zz*zzzzzz*zz
TRANSMISSION OK
TX/RX NO. 9848
CONNECTION TEL 5036921799
CONNECTION ID
START TIME 10/11 13:19
USAGE TIME 01,01
PAGES 2
RESULT OK
~L.
FT ITT~L.
IVSN9
Date October 11, 1999
Number of pages including cover sheet 2
To: Bruce Ellis
Co:
1~1~
Fax
W"
From: Cathy Wh
Co: Ci of Ti and
Fax 684-729
Ph 639-4171 Ext 309
SUBJECT: Staff Report Balloon Festival Recao & Discussion with City Council o~
October 19. 1999
MESSAGE:
Bruce, the only modification to the staff report (I faxed you a copy last week) that I will be
sending to the Council Is the copy of the letter that Sill sent to you on August 23, which is
part of the "Fiscal Notes" section. You had some preliminary numbers at our last Balloon
meeting; however, you still were waiting for the remaining bills to come in be paid.
Please give me a call if you any other information.
Thanks.
AGENDA ITEM # 4
FOR AGENDA OF October 19, 1999
CITY OF TIGARD, OREGON
COUNCIL AGENDA ITEM SUMMARY
ISSUE/AGEINIDA TITLE Update on Tigard Youth Activities
'k
PREPARED BY: Liz Newton 1, A 7/ DEPT HEAD OK ITY MGR OK ISSUE BEFORE THE COUNCIL
An update on activities in the Tigard community aimed at Tigard's youth population
STAFF RECOMMENDATION
No action necessary. This is a report on activities.
INFORMATION SUMMARY
On May 25, 1999, the Tigard/Tualatin School District hosted a brainstorming session titled "School/Community
Violence Prevention Group." A copy of the notes of that session are attached. In summary, the following
solvable problems were discussed:
✓ Better understand high school and middle school students
✓ Provide more help for parents
✓ Provide more student-to-student mentorship opportunities
✓ Create meaningful adult-student mentorship opportunities
✓ Re-look at what we do in our high schools
On July 1, 1999, the School District and the City hosted a Citizen Involvement Team meeting to brainstorm the
following questions:
✓ What would make schools better for kids?
✓ What would make the community a better place for kids?
✓ What resources can be provided to help parents?
A copy of the results from that brainstorming session is attached.
On September 16, 1999, the School District hosted a meeting of the Youth/Community Violence Prevention
Task Force to present information on the progress toward goals identified at the May 25, 1999 meeting. A copy
of the progress report is attached which addresses the following goals:
✓ Involve a more diverse group of students
✓ Provide more parenting training opportunities
✓ Use existing structures to extend student-to-student mentoring
✓ Bring young people and adults together by focusing on a common goal or cause
✓ Provide more out-of-school activities
✓ Use adult mentors
✓ Create a school climate that values diversity.
On October 27, 1999, a community center forum will be held at Tigard High. Adult and student members of
the community, including at least one City Councilor, will be invited to brainstorm the development of a
community center. A list of the adults being asked to participate is attached. The purpose of the meeting will
be to develop a plan of action.
Over the last five months many Tigard area citizens have participated in.meetings and brainstorming sessions
to address youth issues. As a result, a number of activities are underway. In response to student's concerns, the
School District is addressing a number of issues, including changes in scheduling, expanded counseling
services, additional non-athletic activities, especially for middle school students, providing parenting resources,
and increasing mentoring opportunities.
The City is also involved in a number of activities involving youth. The possibility of a pilot youth activity
program at the Senior Center on a limited basis is being explored. The Balloon Festival Committee has been
approached about involving youth in the Festival planning and incorporating activities aimed at youth as part of
the Festival. The City and School District will set up a kiosk in the Tigard High School parking lot to house
police officers and provide police presence on the school grounds. A "battle of the bands" concert planned by
students and held at Cook Park is being considered. City staff will participate in the community center project.
Parenting resources will be periodically featured in the Cityscape and distributed to day care providers at the
City Library Pre-School Fair.
Staff will continue to advise Council on the progress of specific projects as appropriate and will seek Council
direction on City-sponsored projects.
OTHER ALTERNATIVES CONSIDERED
None
VISION TASK FORCE GOAL AND ACTION CONMUTTEE STRATEGY
Schools and Education Goal No. 1, Strategy No. 1, identify community resources for supporting/providing
recreation and activity programs for young people.
FISCAL NOTES
No direct costs are associated with this report. Any program costs will be addressed separately.
I:\CITYW IDE\SUM\TIGARDYOUTH.DOC.DOT
School/Community Violence Prevention Group
Results of May 25 Brainstorming Session
Participants:
Wendy Ballard Turner, Judy Arthur, Tracy Hamer, Cathy Wright, Troy Lutz, Lou Ogden,
Steve Wheeler, Fill Monahan, Al Hieb, Ron Goodpaster, Wayne Petersen, David Mason,
Wes Taylor, Christy Dirren, Rand D. Sargent, Chris Bergstrom, Jeremy Rogers, Hailey
Tayiur, Steve Winegar, Pat Thomason, Rick Peterson, Pat Biggs, Russ Joki, Susan Stark
Haydon
Solvable Problems:
Better understand high school and middle school students
• Involve a more diverse group of students in this discussion
• Schedule focus groups with students who are not tied into the "student
leadership" group
• Provide more help for parents
• Set up a parent resource center in city libraries (parenting books,
reviews/previews of video games
• Provide "parenting training" opportunities
0 Target families and kids who are identified as needing help
0 Provide incentives (door prizes, transportation, child care to encourage
parents to attend
0 Continue offering training for families of young children and begin
offering training for families with middle school and high school
children
0 Start in the fall
0 Provide training for non-English speaking families
0 Include "empathy" training for families/children
• Provide More Student-to-Student Mentorship Opportunities
• Use existing structures (Link Crew, Pack Leaders, Web) to extend student-to-
student mentoring relationships
• In high schools, expand the Link Crew/Pack Leader mentorship beyond
freshman year
• Include "conflict resolution" as a mentoring focus
• Create Meaningful Adu't-Student Mentorship Opportunities
• Bring young people/adults together by focusing on a common goal or cause
0 Find a project for "disengaged" kids
0 Focus on providing more out-of-school activities for kids
0 Offer more recreational opportunities, but expand thinking to include
"Battle of the Bands, Skate Festivals, Open Art Rooms
0 Youth Center/Teen Pooneen Gym
• Re-look at how adult volunteers are used in the schools
0 Focus more attention an involving parents in the middle and high
schools
0 Create "room mother" opportunities within middle school Rendezvous,
Venture and Trek classrooms
0 Use adult mentors as "student advocates"
• Re-look at what we do in our high schools
• Create a school climate in which diversity is valued throughout the year-not
just as part of the Martin Luther King Day observance
• Increase teacher sensitivity so that all students feel valued and put-downs are
not allowed
• Recognize "non-traditional" student achievements
• Create opportunities for students to work or group together outside of
traditional grade level or friendship groups
• Create a regular dialogue between school officials and youth minister groups
• Investigate the possibility of working with Meridian Park Hospital to create a
"student assistance" program in the high schools that provides expanded mental
health support for students
Report on Issues Raised
At the July 1, 1999 CIT Meeting
Following is a response and follow-up to each issue raised at the brainstorming
session held on July 1, 1999 at the CIT meeting at the Tigard Senior Center.
Questions posed are printed in bold, participants ideas appear in regular type,
responses and follow-up are in italics.
Question: What would make schools better for kids?
Participants: Tigard High School Students, Fowler MS Students, TwalityMS
Students
Ideas:
♦ Have one 15 minute break every day (at THS) - not just during special
schedules.
One 15 minute break was provided every day during the 7998-1999 school
year and one 15 minute break will be provided this schoo/ year.
♦ Provide time during the school day for students to meet with clubs, interest
groups (once a week for one hour).
Every Wednesday, at Tigard High School, 30 minutes ,w111 be provided at the
beginning of the day for this activity.
♦ Have a flexible high school schedule with additional periods to extend the
school day so students who are not early risers could start later; athletes
and others with after school jobs, etc. could keep present schedule.
One credit recovery class is currently provided. The high school is
considering providing additional classes.
s Most THS students attending this meeting like Tigard High's block
schedule.
The current block schedule will be retained.
♦ Homework, school pressures cause stress; students feel they have too
much homework.
The benchmarks students are expected to achieve to graduate necessitate
that students will ha ve to spend more time outside of class on
assignments.
e When students come to teachers with problems, teachers seem slow to
address students' concerns.
The District is looking at ways to provide school counselors with more
time to address students' concerns
o Minor violence is not reported at school.
Students will continue tu be encouraged to report any violence, no matter
how minor.
® Counselors need to be available to help students with problems - not just
scheduling classes.
The District is looking at other resources for lass scheduling to provide
counselors wlth more time to address student concerns
Find more opportunities to provide counseling for students, create peer
counselors, provide a telephone hotline, and train teachers to counsel
students.
The District is investigating the possibility of obtaining a grant from the
M rldian Park Foundation to provide additional mental health resources
at each high school. It is unlikely teachers will be trained to counsel
students as their primary responsibility is to teach.
once a month, students would like time to talk about concerns in a
homeroom setting.
This suggestion will be explored and maybe available second semester
a Discrimination is a problem at school.
This issue has been discussed with the administration team, staff Is
looking at ways to improve this situation.
a More emphasis needs to be put on the transition from middle school to
high school and from elementary school to middle school.
More emphasis was placed on this transition last spring. The District is
considering conducting a survey to assess the success, and determine
what additicnal things can be done this spring.
a Link and Web programs need to start earlier in the spring when school
transition activities begin.
This s~cr~~°°'~::.: pursued with the program coordinator.
o More Link and Web activities need to scheduled to keep students
connected throughout the school year. Link needs to be more of a
commitment and involve more mentoring.
This is already in progress.
s Middle school is the hardest time for students. There is little to do or be
involved in at this transitional time.
The District is pursuing ways to provide more activities for middle school
students Tigard Breakfast Rotary is interested in developing programs
for `at risk"middle school students.
o There is no play equipment at middle schools. Teachers should work
harder to involve middle school students in games.
The District is looking at other community resources to expand
offerings at middle schools.
♦ More after school activities are needed.
The Tlesard Hlgh Schoo/Site Councl/is workr`ng with teachers to provide
more actlvlties for high school students who are not involved in
athletics
♦ Teachers should stay after school to provide homework and academic
help.
The District now provides a 4.30 activity bus from the high school so
students can stay beyond the normal day to get assistance Wth
homework.
o High school students could provide homework help. Middle school
students could go to the high school to meet with mentors in a study
hall setting.
Good idea! This suggestion is under review.
o High school students could coach after school activities for middle
school students.
This idea w///be explored as part Of the expansion ofact/v/t/es for
m/dd/e school students
♦ Information provided about AKT now (Teens Performing Random Acts
of Kindness and Lunch Buddy Program).
An AKTgroup has been formed at Tigard H/gh Schoo% C/ty
employees have been recru/ted for the Lunch Buddy Prograi.n.
Question: What would make the community a better place for kids?
Participants: Tigard High School Students, Fowler INS Students, Twality MS
Students, and CIT members and other adults
Ideas:
♦ Kids need to feel more a part of the community. Plan an events that
brings the entire community together.
Discussions are in the early stages for deve%pment ofa community
center. This project w111 Involve students and adults
♦ Involve students in community events like Balloon Festival. Let kids
have a concession. Have different games for different aged kids. Have
an "Ultimate Frisbee Challenge."
The Balloon Festival committee has been approached about having
students participate. A request has been made to allow one or two
students to sit on the Balloon Festival Planning Committee.
e High school kids need a safe, supervised place to go between 7 and
10 P.M.
Tile Senior Center is being considered as a place for kids to go for
supervised activity Students wilibe asked to work on developing
program ideas
♦ Ideas for a teen center include: a coffee house where kids could
perform; a place with quiet rooms, a dance area, a game area, pool
tables, a hang-out area.
These types of activities could be tried at the Senior Center on a
smaller scale, and possibly at a future community center.
♦ Create a business that is run by teens.
Gary Stewart has offered to work with students to pursue this idea.
♦ ire Corbett, middle school students run a "Clothes Closet" for the
entire community.
Students may want to pursue a community activity such as this.
Question: What resources can be provided to help parents?
Participants: Tigard High School Students, Fowler MS Students, Twality MS
Students, and CIT members and other adults
ideas:
e We need parenting classes to prepare parents for the middle school to
high school transition.
♦ Parenting classes needed for parents of middle school students.
♦ Parenting classes needed for parents of toddlers.
Parenting C/asses1117formation
1. School facilitated classes
Tualatin High School, Teen Active Parenting, October 1999
Tualatin Elementary, Love and Logic, Fall 1999
2. Washington County parenting Consortium
Spanish Active Parenting for 4-12, Tualatin Resource Center,
10/11/99-11/1/99
Teen Active Parenting, Twality 10/73/99-11/17/99
Parents and Children Series, Metzger Elementary 9127199- 7117199
Youth Violence Prevention, Tigard Library 1119199
3. Meridian Park Hospital
Understanding Your Toddler's Behavior
Understanding Your Preschooler's Behavior
How to Talk so Kids Wi/l Listen
lmproving Self-esteem in Adolescents
4. Parent information and Rasource Center (P/RC) parenting
Can provide up-to-date laformat~i~e Sr ~lsab!/!ties, woyrking with
Issue (developmenta~, school rea
Infor
schoo/s, etc.) Will research and pass n Itt n matlon and
sources for further r esearch. See boa
♦ Have parenting information available at each school.
school counselors at each school t Oparenting s.
atpaent andpub/Jz zedi
Parentingworkshops wr//be targeted
advance.
♦ Provide information in school newsletter and city newsletter.
Parenting Classes provided through the City Library will be announced in
City scape.
s Let people know about the information that is available at City Library.
Periodical/y, a review ofparendng resources at the Library W111 be
pub/fished in C! sca e.
♦ Get information out through daycare providers and use door hangers to
let parents know about parenting classes.
At the Annua/Preschool Fair held at the Library, information on
parenting resources wi//be provided to daycare providers to share with
c/lents.
H
Issues raised
I:\adm\liz\report on
F~
Fi
~W
a
Youth/Community Violence Prevention ?ask Force*
Sept. 16, 1999
Progress toward Identified Goals
*ProJects In Place* uontaei
Goah / Project Ideas Person
• Involve a more diverse
group of students /
Schedule focus groups
with students not part of
the "leadership" group
• Provide more
'-parenting training"
opportunities; provide
training for non-English
speaking families;
continue training for
families with young
children and begin
offering training for
families with middle and
h.s. students;
target families and kids
who are identified as
needing help/provide
incentives; include
empathy training
Use existing structures
(Link Crew, Pack
Leaders, Web) to extend
student-to-student
mentoring ;
expand the Link
Crew/Pack Leader
program beyond
freshman year
Include "conflict
resolution" as a
mentoring focus
*Teen Focus Group at
Tualatin Skate Park*
*City of Tigard CIT
meeting Focus Group*
*Parenting Classes
scheduled at Tigard High
for THS families*
*Parenting Classes
scheduled through
Tualatin Resource Center
at Twality MS & Metzger
Elem. *
Steve Wheeler
C. Bergstrom
Bring young people and
adults together by
focusing on a common
goal or cause ;
find a project for
disengaged kids;
Liz Newton
Pat Thomason
W. Ballard-
Turner
*Parenting classes for W. Ballard-
Hispanic families Turner
scheduled at Tualatin
Elem.*
Work with this year's
link/pack leaders to
extend their involvement
with incoming students
throughout the school
year
*Teen Center being
created at igard Senior
Center/CommunityTask
Force organized;*
*Youth being involved in
Tigard Balloon Festival*
Judy Edtl
Robyn Biehler
Linda Eaton
Mary Kidd
Liz Newton
Coals Cont. I- Projects In Place* - -----Contact
J P..-Yijea Ydeas Person
provide more out-of-
school activities for kids;
expand recreational
opportunities to include
"battle of the bands/
skate festivals/open art
rooms;
• Re-look at how adult
volunteers are used in
the schools; involve more
parents;
use adult mentors as
student advocates
* Create a school climate
in which diversity is
valued; increase teacher
sensitivity; recognize
non-traditional student
achievements; create
opportunities for
students to work
together outside of
traditional grade level or
friendship groups;
expand the mental health
support available for
students
*Use Cook Park for
Battle of the Bands*
*Create an Art Wall in
Tualatin*
*Club Sports Friday
Nights at TuHS*
*THS Rotary Interact
Club Activities*
*City of Tualatin talking
to Westside YMCA about
providing community
recreation programs*
* City of Tualatin talking
to school district about
joint development of
recreational facilities on
school district's Avery
property*
"THS teachers open
classrooms before and
after school for "student
interest" activities such
as chess, art, basketball*
Tigard Breakfast Rotory
interested in providing
activities for "at risk"
middle school studente
Liz Newton
Steve Wheeler
Robyn Biehler
Linda Eaton
Mary Kidd
Steve Wheeler
Steve Wheeler
Pat Thomason
Mike Marr
*Freshman advocate
Judy Edtl
position created at
Tigard High*
Bellingham, WA Advocate
Cathy Wright
Program
*AKT Now at THS;*
Taylor Barnes
being started at Tualatin
High
Character Counts,
Linda Eaton
character education
Helen Cain
training
*CARE Assembly, Unity
Robyn Biehler
Day at Tualatin High*
Approach Meridian Park
Steve Wheeler
Hosp. Foundation about
funding for 2 HS mental
health counselors
Invited Particpants
Community Center Forum
October 27, 1999 .
Council Member (to be named)
Linda Eaton
Dean Williams
Doug VanDyk
Nancy LaBonte
Sheila Fink
John Cook Sr.
Renita Gerard
John Cook Jr.
Colleen Willis
Dave Nicoli
Sheryl Huiras
Ron Goodpaster
Mark Eastburn
Conrad Pearson
Mike Marr
Sydney Sherwood
Bill Monahan
Liz Newton
Steve Clark
Wes Taylor
Wes Fizpatrick
Bob Oleson
Max Williams
Susan Stark-Hayden
Yvonne Vitka
Mark KubLicyk
Gregg Davidson
Rob Massey
Sue McGee
Melinda Sisson
Pat Furrer
Ladd McKittrick
Jim Corliss
Doug Lusk
Jack Schwab
Richard Mario
Mark Mahon
Joe Loomis
Dave Austin
Martha Bishop
Sharon Maroney
Pat Biggs
I:\NDM\CATHY\COUNCIL\INVITED PARTICIPANTSLOC
AGENDA ITEM # 5
FOR AGENDA OF October 19. 1999
CITY OF TIGARD, OREGON
COUNCIL AGENDA ITEM SUMMARY
ISSUE/AGENDA TMLE W K111111
tslana Annexation v==WPV PREPAR ED BY: ie Niholson DEPT HEAD OK R OK
ISSUE BEFORE THE COUNCIL
Council has requested an update on the Walnut Island annexation open house that occurred on October 4, 1999.
STAFF RE CO1\~IMENDATION
This is an informational item. There is no staff recommendation at this time.
INFORMATION SUMMARY
An open house was held on October e, 1999 at Fowler Middle School to provide information to residents of
Walnut Island and other nearby islands. Presentations were given by Tom Brian, chair of the County's Board of
Commissioners, a representative of the County Health Department on septic systems, a representative of
Unified Sewerage Agency on sewer options, and by Bill Monahan on services provided by the City of Tigard.
Representatives from City and County agencies were available to provide information and answer questions at
tables. The open house was well attended with over 100 people signing in. The next open house on October
25t11 at Fowler Middle School will focus on responding to questions raised at the previous meeting. Meeting
materianls for the open house will be faxed out to Council on October 18, 1999.
OTHER ALTERNATIVES CONSIDERED
None
VISION TASK FORCE GOAL AND ACTION GDMNIITTEE STRATEGY
Goal 2, Strategy 1: "Adopt a plan for the orderly annexation of Walnut Island."
FISCAL NOTES
None.
1999 - 2000
ESTIMATED ANNUAL TAXES
tax rate to $5.00 Per
2. Tigard s tax rate is $2.5131 Per $1,000.
3. Unlimited taxes are associated with capital improvement bonds passed by Tigard voters. Tigard s unlimited tax rate is $00.0885 Per $1,000 for the
oonstnx tion of the Civic Center (City Hail, library, & Police) which runs through June 30, 2003.
4. Unlimited taxes include those taxes levied outside the limits of Measure 5, generally voter approved bond issuN for capital improvements.
5. Taxing Area 51.78 includes School District 48 - Beaverton. Annexaton will not affect school district boundaries.
6. Annexation within Taxing Area 23.78 would result in an estimated tax of $2,040.43. Annexation within Taxing Area 51.78 would result in an
estimated tax of $2,072.63.
P~2r- -Dtf s/ 4s7
iolr4lq~
The City of Tigard, Washington County and
Unified Sewerage Agency .
invite you, the residents of Walnut Island and
other unincorporated "islands," to a second Open
House to answer your questions and discuss
annexation into the City of Tigard.
Date: October 25, 1999
Place: Fowler Middle School
10865 SW Walnut
Tigard, OR
Time: 5:30 PM - 7:30 PM
In response to your question on issues including
sewer reimbursement districts, planned
transportation improvements, our tentative
schedule for annexation, and other issues,
a presentation will be given at 6:00 PM.
For more information contact:
Nadine Smith
Come meet
13125 SW Hall Blvd.
the service
Tigard, OR 97223
providers and
639-4171 Ext. 388
learn about
nadines&ci.tigard.or.us
septic/sewer,
or visit our WEB SITE AT
parks, police,
www.ci.tigard.or.us
taxes, and
local roads.
The Neighborhood Sewer Extension Program
In 1996, the Tigard City Council created the Neighborhood Sewer Extension Program to extend sewer
service to unsewered areas in the City of Tigard. This program used the reimbursement district concept
provided in Tigard Municipal Code 13.09. Under this program, the City installs public sewers with a
lateral to each lot within a reimbursement district and the owners reimburse the City for a fair share of
the cost of the public sewer at the time of connection to the sewer. In addition, each owner is required
to pay a connection fee (currently $2,335) before connecting to the line. Furthermore, each owner
would be responsible for disconnecting the existing septic system according to County riles and for
any other plumbing modifications necessary to connect to the public line.
The key features of this program are:
• The City has funded this program at a level of $500,000 each year after its inception in 1996.
• The City of Tigard forms a reimbursement district and pays all costs for the sewer extension.
• The City installs laterals to the property line for each lot to be served.
• Owners within the district pay for their fair share of the cost at the time they connect to the
sewer, plus interest for each year that has passed without connection after sewer is available.
• An incentive program initiated in 1998 pays for any costs over $8,000, up to a maximum of
$15,000, for those owners that connect during the first year after sewer is available. This
incentive program expires on October 13, 2000 unless renewed by the City Council.
• Owners who do not connect for 15 years after sewer is available can connect anytime after that
period without paying their fair share. All fees and other expenses still apply.
The Tigard City Council has made this program available to all Tigard citizens, and has directed that
the program would likewise be offered (after annexation) to residents in the Walnut Island and
ancillary islands. The City will annually determine the budget available for the program. Funding
availability will determine the number of reimbursement districts that can be formed in the City.
Street Improvements
Street improvements in the Walnut Island are being considered in the proposed Transportation Bond
issue, which is expected to be submitted for voter approval in the year 2000. A Transportation Bond
Task Force has been appointed to evaluate projects and make recommendations to City Council for
review and approval. The streets in the Walnut Island area that are being considered, which are
partially or entirely under Washington County jurisdiction, are:
• Gaarde Street (Highway 99W to 121St Avenue)
0 121 st Avenue (Gaarde Street to Walnut Street)
• Walnut Street (just west of Tiedeman Avenue to 121St Avenue)
• Greenburg Road (Washington Square Drive to Hall Boulevard)
The City of Tigard has requested assistance from Washington County for the f Inding of these projects.
There is a public hearing scheduled before the Planning Commission on November 22, 1999, at 7:30 p.m.,
at City Hall. Public testimony will be taken at the hearing and citizens are encouraged to attend.
lAEng\Gus\Walnut Island Anncxation\Sewcr and Strcct Improwmcnts
"
Agenda Item No.--51--
Meeting of 10 1 IQ Igq
MEMORANDUM
CITY OF TIGARD, OREGON
TO: Honorable Mayor and City Council
FROM: Cathy Wheatley, City Recorder cxl*~
DATE: October 11, 1999
SUBJECT: Update on Walnut Island Annexation Open Houses
Community Development Department staff members are reviewing the questions and
preparing responses from the October 4, 1999, Walnut Island Annexation Open House.
This information will be finalized for the Council newsletter that will be sent to you on
Friday, October 15.
I:WDM\CATHY\000NCIL\MEMORANDUM - WALNUT ISLAND STAFF REPORT-DOC
.i
AGENDA ITEM # (o
FOR AGENDA OF October 19. 1999
ISSUE/AGENDA TITLE
CITY OF TIGARD, OREGON
COUNCIL AGENDA ITEM SUMMARY
PREPARED BY: Laurie Nicholson DEPT HEAD OK
CITY MGR OK (A4&)nL\
ISSUE BEFORE THE COUNCIL
Washington County has been in the process of developing a plan for development concepts in the Durham Rock
Quarry. The County has developed this conceptual plan in cooperation with the Cities of Tigard, Durham and
Tualatin. The concept is to develop the former rock quarry into a mixed-use development of residential, office
professional, and commercial land uses. Consultants from Group Mackenzie will present the development plan
to City Council.
STAFF RECOMMENDATION
This item is currently informational and, therefore, staff currently does not have a recommendation
INFORMATION SUMMARY
The Durham Rock Quarry is a 29.59-acre site located on SW 72"d Avenue, across from Tualatin Park & Ride, as
well as Border's Bookstore. Washington County currently owns the site, which is currently undeveloped and
includes 22.43 acres within the City of Tualatin and 7.16 located within the City of Tigard. The portion of the
site located within the City of Tigard is zoned Industrial Professional.
The Durham Rock Quarry currently does not operate and the County plans to sell the land to developers;
however, they wanted a development plan for the property before it is to be sold. The County hired Group
Mackenzie to develop a plan for the property and to negotiate with the jurisdictions an agreement regarding how
the property will be developed, since this property presents a unique development opportunity for all the
jurisdictions involved.
The development plan will address land uses, street improvements, and permitting issues. One primary
outcome of this planning effort is to develop an intergovernmental agreement between Washington County,
Tigard, Durham, and Tualatin that will address planning and permitting responsibilities.
OTHER ALTERNATIVES CONSIDERED
Not Applicable
VISION TASK FORCE GOAL AND ACTION COMMITTEE STRATEGY
Growth & Growth Managen--:;, ` Goal #1: Accommodate growth while protecting the character and livability of
new and established areas.
FISCAL NU 1 N
Not Applicable
i:\citywide\10-19-99;DurhamPit.s-
I
Sent by: GROUP MACKENZIE 5032281285; 09/17/99 4:25PM;Jetr= #783;Page 5/6
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Agenda Item No._
Meeting of 101101,C4
n Z Till) iyi 1
CITY OF TIGARD, OREGON.
TO: Honorable Mayor & City Council
FROM: Cathy Wheatley, City Recorder
DATE: October 14, 1999
SUBJECT: October 19, 1999 City Council Meeting and Agenda Item No. 7 - Briefing on
Metro Urban Growth Report
Attached is information received by fax for Mayor Nicoli. The Mayor will brief Council on
this item as to the approach taken by the Washington County Coordinating Committee.
I:\ADM\CATHY\EIECTION\MEMORANDUM - METRO URBAN GROWTH REPORT.DOC
tIETR0
• M
EM / PA 503 797 1799
E M O
Oct 8,99 15:30 No.003 P.02/23
R A N
D U M
METRO
TO: Maine Wilkerson, Director, Growth Manageme t %ervices
MOM: Mark Turpel, Manager, Long Range Planning; ~ f
DATE: October 6, 1999
SUBJECT: Urban Growth Report - Further Information
This memo is intended to provide further information about the accessory dwelling units, park lands and
vacant land issues. Accessory dwellings are addressed first, park lands second and vacant lands last.
Accessory U_wellinx Units
Kelly Ross and Randall Pozdena have both expressed concerns about the accessory dwelling unit (ADU)
estimate in the Urban Growth Report Update. Their concerns, as 1 understand them, are as follows:
1. Our analysis is based on the American Housing Survey that tabulates the number of lodgers.
Lodgers do not necessarily have to be housed in accessory units and accordingly, the 1.8 percent rate
of accessory units to all single family dwellings could be too high.
2. We have applied the 1.8 percent rate not only to new single family dwellings, but to the cNisting;
stock of single family dwellings. They are concerned that the 1.8 percent rate could be too high
when applied to existing dwelling units and then added to the existing; stock of ADU for a total of 3
to 4 percent of the existing; stock being ADU.
Swx law requires that any estimates we make be based on the past five years of actual rates or a new
rate based on regulatory changes, "new measures that demonstrably increase the likelihood that
residential development will occur at densities sufficient to accommodate housing needs for 20 years..."
. The basis for including; an accessory dwelling unit estimate in the Urban Growth Report Update is the
Metro Urban Growth Management Functional Plan adopted in No 1996 with a compliance
deadline for cities and counties within the region of February 1999. It requires all "cities and counties
shall not prohibit the construction of at least one accessory unit within any detached single family
dwelling that is permitted to be built in any zone inside the urban growth boundary". This is a change in
the regulations of the region, as prior to the adoption of this provision many jurisdictions in the region
prohibited accessory dwelling units.
The Antcrican Housing Survey deftnes "Lodgers" by saying "Counts of lodgers are restricted to
households with members unrelated to the householder, and who are 14 years of age and over are not co-
owners, co-renters, or children of co-owners or co-renters who pay rent to another household member."
Accordingly, there arc several problems with this definition and the data attached to it. First, it would
include people living within a household, but not necessarily in a separate accessory unit. Accordingly,
this could overstate the rate of accessory dwelling units. On the other hand, under this definition it may
not include the grandparent or adult child that might have a separate unit in a home. Then too, if lodgers
are not accounted for in this manner, it would seem that we would have to reduce our forecast of
population because a portiun of the population is being housed without an additional dwelling unit. Also,
as many jurisdictions
METRO EM / PR 503 797 1799 Oct 8,99 15:30 No.003 P.03/23
Elaine Wilkerson
October 6, 1999
Page 2
revoke their prohibitions of accessory dwelling units and units become legal, it may increase tine
reporting of accessory units including carctaker units, maids quarters, nanny apartments, etc.
The most extensive analysis of accessory dwelling units was completed in 1987 by Patrick Hare.
(Creating an Accessory AhaeYment, Hare, Patrick and Jolen-, Ostler, New York: McGraw-Hill, 1987)
His analysis on a national basis estimated that the average rate of creation of ADU was 0.8 percent per
dwelling 12or ea , although some jurisdictions had rates much higher or lower. However, tlecsc data are
nation-wide, not local and are over 10 years old.
More recently and within our region, we have been able to fund the following:
1. Por land. The Portland Planning Bureau "...expects that over 20 years, eight percent of the single
family homes (1 in 12) would add acompatible accessory dwelling;. This is less than one add-a-
rental per block." (In a December 20, 1997 The Oregonian In My Opinion piece, Realtor Ken Swan
supports the City of Portland zoning changes but states that "...I believe we will sec more than the
150 new units her year projected by Portland's Bureau of Planning."). If the 150 units f&r year
happened for the entire 20-year time horizon, this would be 3,000 accessory units in the City of
Portland - almost half of the 7,500 total for the region over the 20-year period. However, according
to an 9/29/99 entail froin Jim Claypool, Portland Planning Bureau, looking at
"...a quick scan of ADU pertetits during; the period from March 98 - Sept. 99, as shown below:
44 permits issued for ADU (5 of these had been applied for under the old code)
24 Permits pending for ADU
11 "preliminary" pcr•niits (inspection fur potential only, no fees paid, etc.)
porn-iits that statted out as ADU but became something else because of code,
like a duplex
83 Permits total
Further research into the permits would reveal how many are new construction with a new single family
ltoinc, add-ons, conversions, attached vs. detached, etc."
The I 1 preliminary permits probably shouldn't be included in a calculation of rate, although they do
indicate interest. Then too, this is the first year or so that the City has allowed accessory dwelling units
under new regulations. I-or example, previously they were not allowed Part of new construction. It
may take a year or two for the public as well as city administrators to fully work out the kinks. In
addition, the four hermits that ended up as dwelling units, but not accessory dwellings, likely should not
counted towards the rate as well. In any rate, if 68 accessory dwelling units are used for a rate, we
estimate that this is a rate of about 3.8 Percent in the City of Portland (if ISO = 8 percent, then 68 = 3.6
percent). Altet•tiat.ively, if 44 permits are used as the yearly production, a rate of 2.3 percent is derived.
Regardless of the. current rate, during the period 1981 to 1996, the City of Portland 4reported that 50
accessory dwelling units were developed. 'llie '98-'99 atttount of 68 accessory dwelling units
METRO EM / PR 503 797 1799 Oct 8,99 15:31 No.003 P.04/23
Elaine Wilkerson
October 6, 1999
Page 3
is over 20 times the rata `81-'96. Phis suggests that regulatory reform was effective and pent-up demand
existed. It may also be that some existing units were "legalized" during this first year. We also don't
lutow if the City of Portland has a higher rate than the region-wide average, although the following two
items suggest that some areas of the region have higher rates than Portland.
2. Orenco Station. Rudy Kadlub, who is building the Orenco Station development and David
Lawrence, City of Hillsboro, have both remarked in separate meetings that 40 percent of the
single family units in this new development are being built with accessory dwelling units based on
market demand. This may be a case where a rate within a development may not be representative of the
average jurisdiction or new development rate, but it does suggest that under some circumstances a rate
higher than 1.8 percent might be appropriate.
3. Happy Valley. The Pity of Happy Valley in a 1987 survey indicated that 5 percent of the existing
housing stock within the City was currently in use as secondary dwelling units and anoth::r 5 percent is
immediately available or can be easily converted to include secondary units. The City has more recently
projected that 10 percent of the total new dwellings in the City will have such units in the future.
I have not found any information other than that cited above from any other cities or counties in the
region about their experience or rate of accessory dwelling units, although NTT AC members may be able
to provide additional information.
The issue seems to come down to two basic problems: 1) what is a reasonable rate to apply to new single
fancily dwellings and 2) how should the existing stock of single family dwellings be treated. We have
applied the 1.8 percent rate to all existing single family dwellings (to identify a possible number of new
units that could be added to the existing stock) and a 0.9 percent rate to new single family (the estimates
for both new and existing stocks are based on what might happen in the next 20 years). The result was
an estimate of 7,500 accessory dwelling units.
In 1998, we estimate that there were 354,612 single family dwelling units. Traditionally, the addition of
accessory dwelling units to an existing single family home has been the way these units have been built.
(As noted elsewhere, until recently many cities did not allow accessory dwellings to be built with a new
single family home.)17he estimate of 7,500 dwelling units results in a rate of 3.7 percent of all new
dwelling units (205,400) needed in the region for the next 20 years. This rate would be higher as a
percentage of all single family dwellings.
Those with concern about our estimates suggest that future estimates of income and wealth would
indicate that people would be renting or buying larger units than accessory units would likely provide.
This would suggest that people would be able to afford more in the future than they are able to afford
today. ilo,vcver, these accessory dwelling units are targeted to those with limited means including
elderly and ailing parents, college students, domestic helpers, etc.
I:orccasts also suggest that the many aging baby boomers may have an interest in aging in place or
finding affordable housing within their neighborhood and that inexpensive assisted living units
METRO EM / PR 503 797 1799 Oct 8,99 15:31 No.003 P.05/23
Glaine Wilkerson
October 6,1999
Page 4
may become more difficult to find. 't'hese estimates of trends, however, do not provide us with a rate or
means of forecasting an actual estimate of ADU.
Agcessoiy I)wcllirjg nit Conclusion
Where is no evidence we are aware of that provides an incontrovertible estimate of accessory dwelling
units that will be built in the region in the next 20 years. Additional research in the future into the rate of
ADU may provide better guidance, when the new regulations in compliance with the Functional Plan
have existed for long enough to detcrniine a current rate.
Our understanding of regulatory reform (accessory units are now legal or will be made legal in all cities
and counties of the region) suggests that conditions are more favorable for building
ADU than in the past. In addition, demand is likely to increase for these types of units because of
demographic trends.
In the absence of better data or alternative estimates backed by documentation of data sources and
method, the estimate of 7,500 remains not only a technically viable estimate but the best available.
Park Lands
Several people have suggested that our method of accounting for land that is needed for future parks is
flawed. In particular, they have questioned the assumption that we have used about counting some of
the parklands outside the urban growth boundary towards the total land nerd for parks. In more detailed
conversations with I:coNorthwest, representatives have indicated that parks proximate to homes for
active uses (ball fields, soccer fields, play lots, etc.) are the key. That is, a park for active uses should be
as close to homes as possible, not outside the UGB. I think that most would agree with this. In addition,
there are not many remaining natural areas available within the region, so acquisition of relatively intact
natural areas will almost certainly have to be secured outside the present urban growth boundary.
We have noted that our most recent park land ratio of 20.9 acres per 1;000 people is a composite of all
types of public park lands (as well as private parks owned by Audubon Society, Trust for Public Land,
private golf courses, cemeteries, etc.) and it includes natural areas as well as active areas. In the 1997
Urban Orowth Report, we used a 14.4 acres per 1,00.0 population rate, but our latest rate is based on
calculation that not only includes additional lands added in the interim, but reflects these other kinds of
park lands that the public may not be able to access or use in an active way.
Calculating the number of acres of active public parks in the region is something that Metro Parks and
Greenspaces is currently doing. They are still reconciling information from local govenunettts and do
not have the number of active park.acres.yet. However, they were able to provide us with a quick
estimate of the amount of active parks as follows:
Metro Parks and Greenspaccs 1999 parks inventory shows 20,243 acres of public parks either
completely inside or intersected by the UGB. Taking nut the most obvious large acre "natural area" parks
(Forest Park 5,000 acres; Smith and Bybee IA%kes 2,000 acres; Tryon Creek, Powell Butte, , etc
1,000 acres. In addition, I have added rough estimates of Jackson Bottoms. Oaks Bottoms for an
additional 500 acres) for a remaining total of approximately 12,000 to 11,500 acres of more or less
. METRO EM / PA 503 797 1799 Oct 8,99 15:32 No.003 P.06/23
Maine Wilkerson
October 6,1999
Page 5
"active park lands" inside the UGtlt. If these 12,000 to 11,500 acres arc divided by the number of people
currently inside the UGI3 currently (1.3 million) results in a ratio of between 9.2 and 8.8 acres of active
parks/per 1,000 population. We have identified 3,700 acres of' "new park land" as the "parks need"
inside the UG13 for the gross to net calculations in the 1997 Urban Growth Report Update. We have
divided 3,700 acres by the anticipated additional population (411,000), resulting in a ratio of about 9.0
acres/per 1,000 population.
'ark Land Conclusion
When the Parks and Greenspaces inventory is completed, a more accurate actual rake of active park acres
per 1,000 population will be calculated. In the meantime, based on available data, the active park land
rate per 1,000 population at the end of the 20-year period is consistent with the current active park land
rate if 3,700 acres of active park land is acquired as assumed in the gross to net reductions of the 1997
Urban Growth Report Update.
Use of V{tcant I.attd,
The final item address-,d in this memo concerns vacant lands adjacent to highly valued residential
properties. More specifically, the concern is that those land parcels with a high home value with vacant,
buildable remaining land will not develop as we have assumed. EcoNortihwest asserts that the property
owner may simply want to hold onto the land and enjoy lire open space instead of building on it or
selling it for development.
There are certainly examples of many lronres in which the property owner simply has no wish to further
develop the property. On the other hand there are examples such as the recent development of the Drank
estate into more dense development. In sonic situations, such as the Dunthorpe area, Multnomah County
in recent years downzoned the area snaking lots not legally buildable. It may be that in some instances
public restrictions hold back al l landowners, even though some landowners may be interested in change
or responding to the markctln these instances, market pressure may be particularly acute and if
restrictions are not applied, some response to the market will occur.
MT/srb
n.tgniM ng_iange_planningb6arclacaeesoryduinlac93099.doe
cc: Mike Burton, Lsxecutive Officer
Susan McLain, Chair, Metro Council Growth Management Committee
METRO EM PA 503 797 1799 Oct 8,99 15:33 No.003 P.07/23
MEMORANDUM'- POICYLAND OFFICE
DATE: Wednesday, October 6, 1999
TO: Coalition for Sensible Growdn
PROM: Randall J. Pozdena, PltD, Managing Director,. IICONortliwestt
CC:
SUBJECT: Rcvicw of Metro's Urban Growth Report, Septctnber 1999 Update
Introduction and Summary
ECONorthwest was retained by the Coalition for Sensible Growth to review and
evaluate the Urban Growth Report, September 1999 Update [Report] prepared by
Portland Metro staff. The Report is an update of the 1997 Urban Growth Report and
employs updated regional property information and new methodologies in some areas.
Our review of the Report focuses on the logic and internal consistency of the
various mcthodologies employed in the report. It is not our purpose, nor is it feasible,
to review all of the data and calculations in the Report. In some cases, therefore, we
have only identified issues and (tic likely direction of the effect. Where possible,
however, we have provided a quantitative: estimate of tic likely impact of our
observations.
We conclude that there are several, important areas in the Report that use
questionable methodologies, or make iinportant omissions. On balance, the overall
effect is to product; a bias toward finding an adequate 20-year land supply)
Consequently, we believe that the urban growth boundary likely is considerably tighter
than the conclusions of the Report ittiply, For the reader's convenience, key
observations are underscored in the discussion below.
I 'f'ree author wishes to acknowledge the kind assistance of Metric staff. We appreciate the
profe®`lonttllsm of the staff in providing assistance to us in our review of the Report.
EGOI4ORTIM ST • PORTLANI)
10/06/99
METRO EM / PA 503 797 1799
The Basic Methodology of the Report
Oct 8,99 15:33 No.003 P.09/23
The Report uses what might be called a "land accounting" procedure to
determine whether there is adequate capacity within the UGB to accommodate housing
and employment growth between 1997 and 2017. Specifically,,the long-run forecasts
of regional employment and household growth arc compared with the capacity of the
land in the UC13 under 2040 zoning conditions.
In the case of the eniployntcnt land needs. forecasts of employment by sector are
converted to land needs by applying sector-specific floorspace and floor-arcs ratio
(FAR) assumptions. The resulting employment acreage needs estimates are then
applied to vacant and "refillabW land that is zoned for commercial and industrial use.
In the case of housing lartd needs, a long-run demographic forecast is used to
estimate the total number of households that will occupy the region by 2017. The
resulting total number of households is then compared with the total number of housing
unit.% that can be built within the UGB under 2040 zoning, using various assumptions
about vacant land availability, infill, and redevelopment processes.
Both the needs and capacity calculations are detailed and complex. Our
understariding of the flow of some of the capacity and demand calculations is
sununarizcd in Figures 1 and 2 of this memorandum.
Figure 1: Schematic Diagram of Dwelling Unit Capacity Analysis
Aerial photos, Aigoritlan for Gross FAd ont Gross
taz lotconverting GIs vacant
Information, data to vacant Vacant ron- buildable
etc. land estimate Acres and land
Algorithm for Algorithm for
Not vacant subtracting land subtracting land Minus
already owned by
buildable for future streets, already-platted
land school, ark, government,
p school and social single family lots
church land. organizaions
Algorithm for
applying 25 Dwelling unit Algorithm for
Standard
Re tonal Zonin capacity under applying 2040
: g ` eurrentzening Growth Concept
categories to Upzone
WO+ local zonin
Plus
Residential
TOTAL U]-q refill,
Title 3 capacity, Minus
dwelling 4amendment accessory
Underbuild and
units undwellings, platted Ramp-Up
lot dwellings
ECONowrilWt:.CT u PORTLAND 2 10/06/99
MET120 EM / PA 503 797 1799
Uct 8,99 1554 No.UUS F.10/23
Figure 2: Schematic Diagram of pro Non-Reaidcntial and kosidontl::: Demand o-.nalysis
Non-Residential Demand Residential Demand
Regional
employment 2017 employment 2016 Regional 2017 Regional
forecast forecast (by SIC) Forecast population and
(extended) household forecast
Capture rate
UGS employment
forecast by SIC
National
economic and
2017 UGB population
demographic
and household
Workshop
allocation to
forecasts
forecast
analysis
subarea
(WEFA)
dysis of job Space per Historical
density employee by H I Capture Rate
SIC by area Analysis
Demand for
housing units
Sq. fl. Building
FAR by area
H__~ Space
by Industry Sector
Vacancy rate
Share of total
, employment
Home allocated to
occupation employment
analysis P land uses
Land demand by non-res.
(ind., retail, office, other)
The remainder of this memorandum is a discussion of the Metro analysis
represented by Figures 12 and 2.
a Figure 1 displays the residential capacity analysis. An analogous capacity analysis is
Te,il attS 4o: nor-residential capacity. but nut prmpted here, for brevity.
CCONowriiWEST . PORTLAND 3 10106/99
METRO EM / PH bOS e9? 1799 Oct 8,99 15:64 N0.003 P.11/23
Issue 1: Cross-checks with Market Conditions aro Needed
An overarching concern is with the sole reliance on the land-accounting
approach. Our concern with the land-accounting approach is that it does not address
whether accxmitiiodation of the "needs" within the U013 can occur under reasonable
market conditions. - -T -
In the case of employment land, for example, very specific features are required
of the land (location, transportation access, etc.) to make it attractive for cottunercial or
industrial development. The fact that adequate zoned land exists, in the aggregate,
therefore, does not mean that it is the right land to serve forthcoming conunercial and
industrial needs. As the O1'AK industrial lands report' concluded, the tighter is supply
of land available, the more likely it is that there will be a regional or subarea imbalance
between needs and capacity.
Table 1: Portland Ranks high In Unaffordability of Housing, 1999
25 Least Alfordable Areas 9901
National Rank
SAN FRANCISCO, CA PMSA
161.
Santa Cru7-Wal5onvillc, CA PMSA*
160
E-v9cne Springfield, OR MSA+
179
Santa Rosa, CA PMSA+
176
Laredo, TX MSA*
177
SAN JOSE, CA PMSA
170
Salinas, CA MSA*
175
PORTLAND-VANCOUVER, ORMA PMSA
ITS
San Luis Obispo-Atescedero-r'eso Routes, CA MSA'
173
SAN DIEGO, CA MU
172
Portamouih-Rochester, NI I•MC PMSA'
171
OAKLAND, CA PMSA
170
Provo-Orem, UT MSA+
169
Lowell. MA-NH PMSA+
IGB
Santa Barbara-Santa Maria Lompoc. CA MSA+
167
LOS ANGELES-LONG Or-ACI t. CA PMSA
1BG
Salem, OR PMSA+
165
GRANGE COUNTY, CA PMSA
164
Ventura, CA PMSA*
163
Greeley, CO PMSA*
167
New tit*6lord, MA PMSA*
161
Stockton-Lodi, CA MSA4
160
Jersey City, NJ PMSA•
159
NEW YORK, NY PMSA
150
Honolulu, HI MSA+
167
Source: National Association of Homebullders.
Similarly, in the case of housing land, the Report implicitly assumes that future
households will acconunodate themselves to the types of units that can be built under
the pattern of assumed 2040 zoning conditions. 't'here is no discussion of whether the
price and mix of housing will be compatible with a range of preferences and income
circumstances. 1'liere is evidence in recent trends in Portland housing conditions to
suggest that, contrary to the Report's conclusions, supply conditions are very tight in
3 OTAK Consultants, Regional Industrial Lafut Study for the Pordand- Vancouver Metropollran
Area, August 1999. This is referred to elsewhere in this nte111oran7um as the OTAK Report.
I CONoniiwL ST ° PORTLAND 4 10106/99
METRO EM / PR 503 797 1799 Oct 8199 15:35 No.003 P.12/23
the Portland region. rorilated housing prices are not only very high relative to regional
incomes in absolute: terms (Table 1), but also have grown in an cxaggerat.ed fashion
with employment growth (Figure 3). In our view, price trends are responsible for the
recent weakness in homeownership trends` in the region (Figure 4) and the tendency for
workers to seek outlying, suburban areas to live where some hontc price relief can
typically be found (Table 2).
The Report should reference real estate price trends and consider their
consistency with the findings of the land accounting exercise.
Figure 3: Price Growth Outstrips Employment Growth in Portlands
T-con
•utu.
t« FI.ndcm
soft ix.po
Can Antonio
i.vsgaa
F".nd
i'M.nln
la ,
tt.vet.n
WG
401x. OX sm 100K 16076 ---30016
Ratio of Price Growth to tzmptoyment Growth, 93-98
260%
Id
The homeownership ra(es are particularly low wheu it is recognirtd that the metro area has the
71 highest share (among US metro areas) of individuals in the prime home-buying age group of 33-34
years.
s VZONorthwesl from NAHB and Bureau of LaWr Statistics data.
RCONORTHwt:sT 0 PORTE.AND 5 10/06/99
. METRO EM / PR 503 797 1799
46
Figure 4: Portland'* Itomoownership Rate has Deteriorated
ea
66
64
52
60
se
66
7
Table 2: Suburbanizration of the Region -A Response to Prices?
Suburbanization
City
Indicator
Rank
St.Louis
>10
1
Washington
>10
2
Baltimore
>10
3
Philadelphia
8.9
4
Milwaukee
7.1
5
Pittsburgh
3.8
6
Indianapolis
3.0
7
NewOrleans
3.0
8
VirginiaBeach
2.3
9
Portland
2.0
10
Chicago
1.8
11
Oct 8,99 15:35 No.003 P.13/23
6 Source: US Census Bureau, "Housing Vacancies and Ilorneownership Annual Statistics 1998:
Tablc 14, Homcownerahip Rates for the 75 Largest MAs."6
7 Source: ECONorthwest from US Department of L.aWr Statistics data, 6193-6/99. I'lle
suburbaniut(ion indicator is the ratio of suburban employment growth to urban employment growth, by
place of residence. The cities with indicator uotationrs-or > 10 experienced negative urban employment
growth, making the indicator arbitrarily high.
EC 0Nown iwv-s*r • PORTLANr) 6 10/06/99
54 1 ,
1066 1986 1990 1997 1594 logo 1995
METRO EM / PA 503 797 1799
Oct 8,99 15:36 No.003 P.14/23
issue 2: Treatment of Land for Parks overstates 1108 Capacity
The setting aside of land for parks is one of the deductions against gross
buildable vacant land to derive net buildable vacant land. (Sec Figure 1.) The amount
of land needed for park land is derived usilig the existing ratio (within the UGH) of
developed parks, golf courses, open-space and other public facilities to the existing
population. Future need is then derived by multiplying the resulting ratio (20.9 acres
per 1000 persons) by the future population increment. Although the needs ratio is
derived using within-UGB, current conditions, land outside the UGB is used partially to
satisfy this need. Specifically, 4,920 acres of land being acquired outside the UGB are
used to satisfy this need.
Our coti erns with the approach taken in the Report are as follows:
• 'l-he land outside the UGB already exists and provides some benefits as
general green space today. Indeed, by voting for regional greenspace bond
issues, existing residents have signaled their desire to retain that space. In
this sense, these acres belong in the current needs calculation, if they are to
be in the capacity calculation.
• The land outside the UGB provides a different type of benefits from that
provided by neighborhood parks and woods, etc. The Report calculation
combines these various park land types and implicitly argues that households
are indifferent between an acre of nearby park or woods and one that is at
the periphery of the region.
• The development of vacant land itself in the UGB reduces a type of local
open space. Or, to view it from the needs side, the demand for public park
laird will likely rise as development of vacant land reduces neighborhood,
private open-space resources. There is no accounting for, or mention of,
this issue in the Report.
We believe that the treattncnt of park land significantly understates the park land
recd relative to available capacity and, thereby, overstates the buildable capacity of the
U013. At a minimum, the outside-UGB greeds ace does not add "ticw" rc i-g oral
greens ace nor does it satisfy the current character of inside-UGB parkland need. The.
result is an overstatement of net vacant buildable land capacity by at least 4,920 acres.
Issue 3: No Market Analysis of Vacant Land Conversion
Approximately 9.600 acres of the vacant land that is built out under the
assumptions of the Report are part of an existing residential tax lot that already contains
improvements. This type of vacant land, considered partially vacant land` in Metro's
a Mctro staff assume that one-half acre or more of a tax parcel must be unoccupied by
improvements if it is to be considered partially vacant. A sampling of vactuit land designations by
EGONorthwcsst wnrtrms that this algoritlun is consistently applied throughout the region. The 10,000
vacant acres cited above are gross buildable acres, unadjusted for roads, etc.
10/OG/99
k.C0N0XrHwFST • PORTLAND 7
METRO EM / PR 503 797 1799 Oct 8,99 15:36 No.003 P.15/23
terminology, is built out to the sane zoning densities as is assumed for other vacant
land under the procedures of the Report.
The issue here is whether it is practical to assume that the buildout potential of a
vacant acre is the same regardless of the value or character of the existing improvement
--zoning designation aside. Table 3 illustrates, for example. the percent of the parcel
area that is vacant and assumed buildable in (tic data used in the Report is largely
independent of the value of the existing improvements. In reality, however, owners of
parcels with High value homes may have an economic incentive to not risk impairment
of those values by further devcloptttent of the parcel. Approximately 1300 acres of
partially vacant land is on single-family-zoned parcels with improvements valued at
$300,000 or more.
In Metro's analysis of the development capacity of urban. reserve areas (U12A),
capacity calculations were tempered with consideration of the market compatibility of
further buildout. As with Issue 1, the Report should address the market feasibility of
its assumptions about vacant land buildout. ~J
9
Table 3: Current Improvement Values of Parcels with Partially-Vacant Land
Value of
Improvements
Single-
Family
Zoned
Multi-
Family
Zoned
Non-Res
Zoned
otal
Vacant
Area as %
of Parcel
Arca
less titan $100,000
4,280
785
2,670
7,741
57%
$100,000 to $199,999
2,214
111
234
2,559
58%
$200,000 to $299,999
771
22
148
941
59%
$300,000 to $399,999
420
18
41
478
61%
$400,000 to $499,999
158
10
52
220
52%
$500,000 and u
683
245
1 525
2,352
31%
Total
8,432
1,191
4.669
14,291
51%
Issue 4: The Conversion of Local Zoning to Regional Zoning
7'o simplify the analysis of regional development capacity, the multiplicity of
local zoning designations has been matched to 25 overarching categories known as
Standard Regional Zones (SRZ). Unlike the local zoning designations, which may
define a range of dcvclopment densities, the SltZ-'s apply a single development density
figure to each local zone. Consequently, the issue arises as to whether (a) the
conversion to SRZs, effectively, upzones or downzones relative to the original, local
zoning and (b) whether the original range of zone densities implies a range of
development capacities that is helpful in understanding the feasibility of the buildout
implicit in the Report.
9 BC,ONorthwcst calculations on data provided by the Metro Data Cenler.
ECONORTHWEST 0 P010-LAND 8 10/tY/99
ME]-RU LM / VH 506 (9e l e99 Uc t3 9'3y 15 : S f No . UU6 F. 1 b/26
We have had the opportunity only to review the largest jurisdictions.1o As Table
4 indicates, the conversion to SRZs yields an effective number of housing units per acre
that is neither the tninimuni tior the maximum local zoning density for region as a
whole. Two jurisdictions (Clackamas County and Multnomah County) are upzoncd
over maximum local zoning,'I while most are modeled as somewhere in between the
local zoning ranges.
Table 4: The Effect of Local Zoning-toSRZ Converslons In the Largest Jurisdictions
Residential Capacity
(Unit,
Current Local Zoning
Vacant
Buildable
Minimum
Maximum
SRZ
Jurisdiction
Acres
Density
Diinsity,
Density
Clackamas County
3,967
8.565
10,337
11,461
Gresham
2,957
9,840
18,237
11,252
Hillsboro
2,499
3,814
5,790
4,981
Multomah County
1,849
NIA
2,493
3,304
Portland
7,613
8,893
33,892
27,976
Washington County
5,579
19,959
46,238
35,505
Total
24,464
50,871
116,987
94,479
Total as percent of
SRZ Density
54%
124%
100%
Notes:
1. Data source: Metro Data Center
2. The "vacant buildable acres` data excludes land held by exempt
uses (e.g. schools), but is before adjustments for streets.
3. The 1 filisboro ealeulalion exciudos approximately 1100 vacant
acres for which no precise density range is staled.
If these results carry over to the region as a whole, the range of uncertainty
about devclopment capacity on vacant land is between 24% above and 46% below the
88,600 unit capacity asserted in the report. Thus, dcpcnding upon whether one
innagines that the market will be receptive to development occurring at the lowest or
hi hest end of ft p rmiited devclopment range, the vacant land ca . achy is 41,(}00
units 10500 acres lgwer or 21,000 units (5,500 acres) higher an presented in the
rtiort. 12 The manner in which refill is applied would further amplify the effect by
40%
to Represemitig over 70% of the total vacant buildable land stock.
It 11te upzoning in Clackamas and Multnomah Counties appears to owur because Metro's
minimum SRZ zoning category assumes otie unit per acre. Roth counties have rural zoning designations
with multi-acre mininmm lot sizes.
u
The acreage conversion uses the average SRZ units per acre zoning implicit in Table 4.
t) Refill is assumed to be 28.5% of total units. Keiice, refill is (l - (1/(1-0.285))=0.40 or 4O%
of arnn-tefill development.
BCO1doR-n lwr•_Sn, - PORTLAND 9 10106/99
METRO EM / PR 503 797 1799
Issue 5: 2040 Upzonos
Oct 8,99 15:37 No.003 P.17/23
Local jurisdictions have been attempting to comply with 2040 population and
employment projections by changing their zoning, to accutnrnodate the projected
growth. To the extent they have completed this process, ftirthcr,2040 upzoning is not
required. To the extent they have not yet fully accointnodatcx12040 development
assumptions, arguably they might be expected to do so in the future (barring, of course,
market rejection of the density assumed in the regional Design Type.".). In the Report,
certain SRZ types are matched to 2040 design types and devclopinent densities higher
than the underlying SRZ densities are applied. (Appendix A in the Report.)
It is not clear from the Rcport what is guid'uig the degree of uproning that
occurs in this process; overall, further "2040 Upzotling" adds fully 40% to the vacant
land residential buildout capacity under current local zoning. The Report should claria
why that degree of upzoning is anticipated .OR top of local zoning. It seems possible
that the procedure could cause jurisdictions that have already up cine✓d for 2040
compliance to be, implicitly, further upzoned.
Issue 6: Refill Calculations applied Inconsistently
Approximately 28.5% of the housing need is satisfied, under the assumptions of
the Report, through processes of irifill and redevelopment, which together comprise
refill activitylt. The refill rate that is applied was developed by observing the share of
total new housing development that occurred in the recent past on already-developed
lots in a sample of quartcr-scctions." In essence, the Report simply applies that
resulting average percentage to the total housing figuri: to derive the refill share.16
The refill calculation is very important, because in the way it is used in the
Report, it makes regional development capacity less dependent on available, vacant
land. In the way that the refill analysis in (lie Report is applied, any process that
increases buildable capacity by other means (e.g., upzoiling) automatically causes an
additional 40% increase in capacity through refill. The technical report that developed
the refill analysis, however, concluded that refill rates tend to be lower (and total
16 Refill involves further development of act already-developed parcel without elittunation of We
existing structure(s). Redevelopment involves fut tlier develupurcut by removal of the existing
structure(s).
is Sonny Condor, Tedutdcal Reporl: Residential Refill Study. Metro, 2/10199. A refill rate of
25.4 % was observed from a awnple of existing quarter-sections of metro real estate. in 1995. A Metro
policy decision was made to use the higher rate. According to Metro staff, the developed lots that were
used in die study were lots that did not have 'pattially vacant" land on them, under Elie definition
discussed earlier. This is not clear front the refill study, which was developed using a 1995 database.
16 71te Report does check, however, whether atere is sufficient theoretical capacity for cite
assumed refill by inventorying the relevant iota and their bulidout capacity. However, this capacity
ehcrk is subicct to alt of the concerns expressed above about the market's tolerance for the zoning plats.
HCONORTIMBST s PORTLAND 10 10106199
kTRO EM / PA 503 797 1799
Oct 8,99 15:38 No.003.P.18/23
housing produced, higher) when vacant land is available, and conversely, that refill
rates are higher, but total output lower, when vacatlt land is scarce. Consequently, a
given refill rate only makes sense to apply to a set of specific, subarea conditions; one
cannot "average" an Implicitly non-linear relationship. We believe that the Report
should not rely on a region-wide average refill rate in (lie way that it has:
• The refill rate assumed in a subarea of the region should be consistent with
the other housing output assumptions for that subarea, rather than using.a
regional, average rate. This would make the Report consistent with Elie
methodology of the underlying refill analysis.
• Redevelopment activity assumes that some, existing capacity is lost through
redevelopment. The Report does not appear to account for the loss of the
existing development.
In summary, although we believe the refill study is a conceptual improvement
over previous methods of accounting for infill and re devclopnictnt, it is applied in a
mariner inconsistent with the underlying research,
lasuo 7: Accessory Units are Inconsistontly Estimated
Accessory dwelling units (ADU) are units that are, by definition, accessory to a
primary residential unit. The Report assumes that "1.8% of existing acid fuuure
dwelling units will have an accessory unit" (emphasis added, Report p. 8). This figure
is derived from the 1990 American Housing Survey and is applied to "anticipated total
supply for all estimate of 7,500.,." ADUs over the 20-year period17.
Our concerns with this estimate arc:
The application of 1.8% to the total supply of single-fattlily houses (base
plus growth)" is inappropriate, since the 1.8% rate was calculated on
existing ADUs in the AHS. In essence, the Report counts as "new" EDUs
that already are known to exist in the existing stock. Making the calculation
internally consistent significantly reduces the number of new EDUs to 2,200
vs. 7,500. (Since Metro estimates that future single family homes will total
123,000 units over the 20 year period19, the rate consistent with the stated
methodology is 1.8% x 123,000 = -2,200 units.)
• The Report contemplates dense buildout of partially-vacant land and
developed sites through other processes. It seems likely that the sites that
17
Report, p. 43.
M 111 a atemorandunt front Blaine Wilkersotl and Mark Turlx.l dated 9/20/99, it is noted that
0.9% is the rate appliul to new single-family honles, and 1.8% to the bLsc
19
ibid.
13CONotcnfwus•r • PORTLANt) 11 10/06/99
METRO EM / PA 503 797 1799 Oct 8,99 15 39 No.003 P.19/23
otherwise might have served ADUs will be competing with these other
buildout activities.
e The ADUs arc treated in the Report calculations as equivalent (in terms of
capacity) to conventional single- and multifamily housing units even though
they are accessory by nature. The Report does not discuss whether there is
a projected demographic or economic demand for the ADUs in the future.
In conclusion, we believe that the csstirn to capacit contributed b EDUs
should be reduced by at least 5,300 units, or approximately 1c100 acres.
Issue 8: Capture Rate Is Inconsistent with the Assumed Acceptability of
Regional Densification
The capture rate is the percentage of overall regional growth that is expected to
locate within the UCB. The residential capture rate is assumed to be 70%, which has
been the recent actual rate, according to Metro. This rate is a key parameter of the
Report because it is a statement about how attractive the within-UG11 area will be
relative to outside-UG11 areas. ltt our view, regional policy influences that
attractiveness and, in particular, we believe the capture rate has declined to its current has
level as a result of the high rate of home price appreciation. The latter, we believe,
in turn been caused, at least partially, by the UGB supply constraints. (Sce Figure S,
which uses the capture rate history presented in the Report and hotne price trends from
National Association of Hornebuilders data.)
The Report adopts the low 70% capture rate at the same titne that it (implicitly)
assures that the market will accept the relative densification of the region for the
benefits it will bring. This is an inconsistent ptrsition. Either:
The capture rate used in the Report should be raised above its current level
to reflect confidence in the attractiveness of the 2040 development notions,
or...
+ The Report should indicate that tic densification will not be yielding the
presumed life-style and service cost improvements on which it is based, and
adjust the housing capacity number (downward) to adjust for the qualitative
deterioration in housing conditions.
H
If policy makers are truly ec)mmitted to roviditt incentives for development to
be concentrated in the region, they should have the confidence to use a.capturc rate that
a is eorrespotldingl~r higher than historical levels.
cW7
a
xr The overall residential dcvelepmcnt capacity on wcaut land is 187,500 (units) T 37,600 (gross
buitdccbte acres) 5.0 (rounded).
12 10/OG/99
1:CONoRTHWEST . 1101tTt.nrrn
4Ht 1 RU EM / PH 5U3 (9 ( 1(99
Uct 8,99 15:39 NO.U03 P.20/23
Issue 9: Inconsistent Treatment of Placeholder Environmental Lands
The land area bctweeh Tide 3 and the 200 foot buffer zone is almost certainly
going to be withheld from development because of citvirutunental considerations and,
therefore, unable to provide capacity for housing units in the future. The Report treats
these at-issue lands as being fully developable in the Report, but identifies the number
of affected units (15,00021) in a "placeholder" calculation.
The concern we have about this calculation is that, although the Report is
reluctant to speculate on future policy in this issue, it speculates oil future policy in
many other places in the Report (such as in its assumption of a higher refill rate than
was recommended by staff). Metro staff, however, report receiving a legal opinion
limiting their ability to assert that such lands were off-limits for development in the
Report.
Figure 5: Trends in the Capture Rate and Home Price Inflation
100.0%
90.0%
80.0%
70.0%
60.0%
50.0%
40.0%
N-Capture Rate
(LHS)
Previous Year
Price Appreciation
(RHS)
1990 1991 1992 1993 1994 1995 1996 1997
Source: National Association of Homebuilde(s arid the Report.
21 Rclx)Tt, page 6.
:.O%
10.0%
8.0%
6.0%
4.0%
2.0%
O.b%
GCONORTHwt:sT a PORTLAND 13 10/06/99
METRO EM / VH 5U6 (9e l e99
Uct ~Jvyy lt):4u NO.UUS V-21/23
In any case, if placehc~dcr_lands do fail to be clt veiupatble, the result is a
shortfall _in UGB capacity of 15,000 units, by Metro's calculation. -
Other Miscellaneous Issues
There are a number of other issues with the Report that we raise here, some of
which have not been amenable to additional analysis, given the available data and
rescarch resources of our analysis.
Lard used by streets. The Report used a field review of reedit housing
developments to estimate that about 18.5% of gross vacant buildable land is used by
streets in these new developments. The actual deduction is only 14.4 % because smaller,
or no, deductions arc made on smaller parcels. The analysis excludes altogether the
1,600 acres needed for freeways under the lt17P because the "multi-family and non-
residential parcels will require_less than 18.5% for streets". as There is no substantiation
of this reasoning. An argument could easily be made that on a per acre basis the need
for streets and roads is actually higher for these uses.
Surface water management facilities. The Report is silent on any accounting for
on-site management of surface water run-off, as is to be mandated in many regional
communities. Because dense development creates a large amount of impervious surface
per acre, on-site management will require specific dedication of land for swales and
other facilities. If surface water management.facitities reyuire,.as little as 5% of gross
vacant buildable acreage (37,600 acres) and refilled acreage (12,500), they,ill
account for 2,500 acres of additional land need.
Local environmental zones. The Report is silent on whether local environmental
protection zones are inadvertently included in the vacant buildable land inventory_."
Floor-area ratio (FAR) assumptions. In gencral, apart from the issues raised by
the OTAK report, we have few issues with the employment land calculations.
However, the land needs analysis relies on FAIL and square-footage pcr cinployce
figures that are derived froin historical patterns, by industry type. The trend away from,
downtown high-rise offices and older, multistory industrial facilities to suburban office
and industrial parks affects both of these assumptions, but is not discussed in the
Report. In addition, the Report's home-occupation analysis uses the home-occupation
rates to reduce jobs land treed (by variously 0% to 12.5%, depending on industry
sector). In many cases, however, there is not a one-for-one reduction in such space (as
assumed) because, in practice, excess space is maintained for occasional visits by
home-based employees.
u Rc lKirt, p. 26.
s;►
As this is being written, Metro staff arc rcAming the assumptions of the analysis.
ECONoirniwli.C't'. PORTLAND 14 10/06/99
METRO EM / PA 503 797 1799
Uct 8,99 15:40 No.003 P.22/23
Land for higher educatio►t facilities. There does not appear to be any specific
accounting for land needed for additional higher education facilities. Although this is
potentially captured in the employment land calculation, die school-related government
employment (42% of total government employment) is taken out of the employment
land calculation because it "leas been accounted for in terms of the land need for future
schools." The Report appears to have neglected to account for land required for higher
education facilities. We do not have all estimate of the impact of this effect.
Land for places of worship. Tile Report concludes that churches have adequate
land to accommodate fixture growtli1` because the acreage per person assumed (1.4
acres/1000 persons) generates a future need of only 576 acres against the 717 acres
owned by churches. The Report does not contemplate that churches may be expand
the quantity or quality of their services with a resulting current need for additional land.
The perspective of flie Report is that land purchases by churches are exclusively land-
banking for future growth,
Summary
In our discussion of the issues raised in this memorandum, we have attempted to
measure the effect of our opinions on the balance of supply and demand for sites in the
Portland region. The Report concludes that the region's housing capacity and needs,
and Lion-residential capacity and needs are in approximate balance. Our analysis
suggests that, on balance, the Report overstates the development capacity of the region.
Table 5 summarizes the effect of our analysis on the balance of development
capacity in the region. Because some of the issues affect acreage, and sortie affect
units, we have attempted to convert from one to the other where possible and
appropriate. In addition, because we have greater confidence in some of the issues and
estimates than others, Table 5 also characterizes the degree of confidence we have in
die direction and/or scale of the effects. Depending upon the range of estimates
accepted, our conclusion is that the Report overestimates capacity by 8,800 to 19,960.
acres.
44
RcImA. p. 30.
ECONoRTiMEST o PORTLAND 15 10106/99
MIL I'KU LM / 1'H BUJ f J f 1 f y`j
Uc t 0 9 y:! 1 J • 41 IVO . UUJ r . LJ/ LJ
Table 5: Summary of Potential Over. or Understatement of Development Capacity.
Units Acres
Issue
(Range)
(Range)
Confidonce
Parks
-
-
4,920
>4,920
High-
Partially-vacant lands buildout
<6,500
6,500
-1,300
1,300
Low
Local zoning=to-SRZ conversion (a)
(21,000)
41,000
(5.500)
10,500
Medium
Accessory dwelling units
5,300
5,300
1,080
1,060
High
Placeholdcr environmental lands
15,000
15,000
3,000
3,000
High
Land used by streets
8,000
8,000
1,500
1,600
High
Land used by SWM
<12,500
>12,500
<2,500
>2,500
Medium
Floor area ratio/home work trends
+
•
+
r
Hlglt
Land for higher education facilities
+
+
+
+
High
Total overstatement or
understatement of regional
development capacity
19,800
88,300
8,880
19,960
Notes:
1. See text for issue discussion.
2. Where other informaton on buildout density Is not available, buildout is assumed to average 5
units/acre, the average implicit In the report on vacant buildable acres
In addition to the caveats expressed previously in this memorandum, it should
be noted that we have not attempted to estimate the scale and/or effect of some of the
issues we have raised. The Table only includes those issues on which we have
speculated the scale or direction of their effect.
It should also be reemphasized that we have serious concerns with exclusive
reliance on the land accounting approach. The primary issue we have with this
approach is that it does not recognize that the market is sensitive to the pattern of
housing densities and the specific location of housing and non-residential real estate
activity. Therefore, a change in the quantity of developable sites (in either direction)
must have an effect on the quality and price of residential and non-residential real estate
services. It is difficult to evaluate the desirability of a land-use policy without
consideration of these factors.
If the urban growth boundary is allowed to be "too tight", the market will, of
course, accommodate itself to (his tightness to ensure that prices, preferences and
development patterns are in balance:
S Economic activity that might otherwise have located within the UGB will
locate outside the UGB, both within the region and elsewhere.
® Demographic treads will evolve self-selectively within the UGH. Urban
areas with constrained development opportunities and high prices tend to be
characterized by much lower homeownership rates, sinaller family sires (for
a given income level) and, often, a bifurcated income distribution (e.g. San
Francisco and Manha(tan).
ECONOR3'11wr•.ST • POlt'rt-AND 16 10/06/99
Fax:503-797-1799 Oct 8 199 15:422
C R A
M E M
MF-TRO
P. 02
U M
Date: October 8, 1999
To: Mayor Lou Ogden, Chair
Metro policy P,.clvisory Committee
From: Elaine Akerson, Director. G~~
Growth Management Services Department
c7
a
Re, Urban Growth Report Update - MTAC Review and Recommendations
The 1997 Urban Growth Report Update is a verification of the Goal 14 need for any anticipated Urban
Growth Boundary (UGB) amendments. The Update concludes with a "need" very similar to the 1997
Urban Growth Report deficit of 32,370 dwelling units. The Update concludes that 17,900 units capacity
was added by UGB amendments in December 1998. In addition, with the implementation of Title 3,
less land is regulated as environmentally constrained than the 1997 Urban Growth Report assumption regu of 200 foot setbacks from streams. State law requires a analysis be based n antis Goal 5 dec si ns) wlf the lations
e
The difference in capacity is 15,000-dwelling units (a pl
deficit (17,900 capacty
add 000 =
foot area is regulated, amendments is equivalent to the 1997 Urban dwelling Gowth Rep This
added by UGB am
32,900).
Summary of 1997 Update
MTAC Action
requested, MTAC met and reviewed the Metro's
Ur memorandum
Urban Growth Report Update, dated d September 1999. Unfortunately, the Eco
was received by Metro only hours before the meeting today. In addition, a Metro staff memo that was
held to include with the Eco Northwest report also was available only hours beforehand. Accordingly,
some MTAC members felt that there was insufficient time to review and analyze all materials.
Nonetheless, MTAC members felt that an analysis must be provided to MPAC for its meeting next week
and members approved today the following motion by an 11 to 5 vote:
1. MTAC generally supports the 1997 Urban Growth Report Update as submitted;
2. MTAC finds no major errors in the update;
3. The Eco Northwest analysis should be used as abasis analysis ware acting process. If
4. The State mandated urban growth boundary capacity is a
adjustments to assumptions are needed, future reviews can repair or perfect the analysis. More
specifically, the "placeholder is intended to recognize a very likely significant regulatory change issue
ly once and the U nh s bee nestabl shed. Furtheaotes pportunities addressing mthis ake adjustmentstat f ture~rtainty
of regulations
periodic reviews would be available;.
Fax:503-797-1799 Uct 9 '99 15:45 P.06
Memorandum
October 8, 1999
Page 2
5. MTAC suggests that the primary focus of future work efforts should be on measures to assure
the quality of life of residents of the region and the funding of necessary infrastructure, not 2
detailed accounting process..
Those in dissent observed that the Eco Northwest critique is credible and deserves more analysis and
consideration by MTAC than possible at the October 6, 1999 meeting. One member noted that
different, but reasonable assumptions, about some of the factors can result in significantly different
conclusions and MTAC should provide alternatives for MPAC consideration. MTAC recognized it is the
role of MTAC to review and complete technical analysis and that more time for this review should occur
and MTAC should contribute more to the dis=. %slon.
Further discussion of the Eco Northwest analysis will be conducted at MTAC's next meeting,
October 21, 1999, to provide further technical observations.
Following is a summary of Eco Northwest issue points as noted in the attached memorandum, dated
October 6, 1999,-from Dr. Randall Pozdens, Metro staff responses, and where discussed MTAC
members comments.
WEA Issue 1: Cross-Checks with Market Conditions are Needed
conditions.
Metro Response: HB 2709 requires that a 20-year housing land capacity (or supply of dwelling units)
be provided inside the UGB. The capacity is estimated using the best available data and statistics for
the last five years for calculating projecting future capacity (the supply) or reflecting new measures
(rey _!ations) that affect densities.
The Urban Growth Report Update is a document that attempts to satisfy the legal requirements set
forth under HB 2493 and HB 2709. The Urban Growth Report Is a land-accounting system/process that
carries out a specific interpretation of legal rules to estimate future capacity. Application of future
market expectations, absent new regulations could be construed as a violation of State law as set forth
under HB 2709.
However, treatment of market expectations may be better dealt within the context of Metro's 1997
Housing Needs Analysis and Performance Measures under Title 9 of the Urban Growth Management
Functional Plan (Functional Plan) and ORS 197.301 that require an assessment of market conditions.
Title 9 also provides corrective actions when necessary. These are separate analyses that Metro
intends to respond to in the future.
MTAC Members Comments:
MTAC members comments on market data drawn by ECO Northwest to support this first issue:
O Homebuiiders research into affordability has been criticized for possible inaccuracies.
• Data from King County suggests that they have much lower homeownership rates than those in the
ECO Northwest charts lower than those cited for Portland.
I-aX~SUS-fy(-lfyy UCt 6 'yy 1545 F. U4
Memorandum
October 8, 1999
Page 3
• ECO Northwest was asked if they stood by, and supported the statistics developed by the
Homebuilders. Their reply was no - they were not paid to review the Homebuilders Association
data. But all the data point in the same direction.
The decline in homeownership pointed out by ECO Northwest does not reveal the entire
development picture during recent years. The recent, considerable amount of multi-family
construction has artificially pushed down homeownership percentages. The total amount of
dwelling unit produced must also be considered as part of the analysis and conclusion.
Why should we be overly concerned about declining homeownership rates when Vancouver BC
has very low rates, but certainly is a city that has many desirable attributes and features.
• Significant in-migration and demographic changes also occurred during the period, which certainly
has an impact on ownership rates.
• A majority of members were not persuaded by the need for market checks and were uncertain that
it was legally relevant.
Additional data could be collected and analyzed, but for what? The Urban Growth Report already
represents state of the art refinement of capacity estimations. There is so much data already that
we are on a "treadmill" all we are doing is delineating potentially more variables and introducing
more uncertainty.
• The system of suppiying/amending the UGB is inherently self-correcting either by lawsuits that
require corrective action or periodic review in which new historical data leads to analysis and
alternative conclusions.
C Metro should take the ECO Northwest findings under advisement for potentially improving the data
and methodology for subsequent Urban Growth Reports.
• The question should be "Is Metro Council comfortable with the staff analysis so it can make its
decisions?"
MTAC Conclusion: Despite some reservations, the majority of MTAC members.support staff
conclusions contained in the Urban Growth Report. There was concern that we are focusing too much
on the actual numbers when in fact there really is range of uncertainty in the numbers. Policy makers
and senior technical staff should worry more about implementation and how to achieve quality
development goals and funding the infrastructure to support the goals and objectives of the 2040
Concept.
WEA Issue 2: Treatment of Land for Parks Overstate IJGB Capacity
ECO Northwest memo states:
1. The land outside the UGB already exists and provides some benefits as general. green space toda,
to retain that space In this sense these acres belong in the current needs calculation, if they are to
At minimum the outside-UGB greenspace does not add "new" regional greenspace nor does it satisfy
the current character of inside-UGB parkland need.
argues that households are indifferent between an acre or nearpv varrc yr Wooers 61 1U U1 IV a IaL is a
the periphery of the region.
3 ...tha demand for public. ark land will likely rise as rlevelonmant of vacant land reduces
neighborhood, en-snaces resource4i.
Fax:503-797-1799 Uct 6 '99 15:44 F'. U5
Memorandum
October 8, 1999
Page 4
Metro Response: The current park land ratio assumed in the Urban Growth Report update is
20.9 acres per 1,000 people. This rate is a composite tabulation that Includes all types of "park land":
• public and private parks
• open spaces (e.g., Forest Park, Powell Butte, Jackson Bottoms, Smith $ Bybee Lakes)
• common areas in subdivisions
• cemeteries
• golf courses
• school playgrounds and apart fields
• swim centers and pools
• tennis courts
• fairgrounds and stadiums
• community centers
pedestrian and bicycle trail corridors
This ratio of 20.9 acres per 1,000 is increased from the 1997 Urban Growth Report because of recent
acquisitions and mapping improvements. The 1497 Urban Growth Report assumed a ratio of
14.4 acres per 1,000. The 1997 Urban Growth Report set aside 3,060 acres compared to 3,700 In the
Update. As the above list illustrates, the park ratio (20.9/1,000) is Inclusive of many items. Preliminary
analysis reveals that the current rate of public active park land near neighborhoods (inside the UG13), a
rate of 9 acres per 1,000 people (see Mark Turpei memo of October 6, 1999) Is the relevant estimated
rate. This is consistent with the 3,700 acres set aside for park land in the Urban Growth Report
Update, in the gross-to-net reduction.
More in-depth analysis is required to confirm the 9/1,000 rate for neighborhood and community parks.
The Metro Regional Parks and Greenspaces Department is currently refining a detailed inventory of
current park land that will enable this analysis.
An MTAC member noted there is the potential that-we have been overly generous in our estimates of
future school land to some extent because we count school playgrounds• and sport fields in two of the
gross-to-net reduction factors. The first is the park land ratio (see list above and a second time
which Is implicit in the elementary, middle and high school students per acre ratios. We assumed the
following regional averages:
• Elementary: 60 students/acre
• Middle: 55 students/acre
High: 45 students/acre
Additional refinement could be included in the next Urban Growth Report review to sort out and ci3rify
the park land definition.
Finally staff note that the difference between the 20.9-acre and 9 acre/1,000 ratio represents natural
areas and large facilities not local neighborhood parks. Metro will provide similar opportunities through
recent Bond Measure acquisitions or planned acquisitions near but outside the UGB.
Conclusion: The Urban Growth Report gross-to-net reduction of 3,700 acres maintains the existing
ratio of active parks park land to population for 2017.
Fax:5U3-(y(-1(99 UCt b 'yy l5:45 V.Ub
Memorandum
October 8, 1999
Page 5
WEA Issue 3: No. Market Analysis. ,)f Vacant Land Conversion
There are certainly examples of many homes in which the property owner simply has no wish to further
develop the property. On the other hand, there are examples such as the recent development of the
Frank estate into more dense development. We have many examples of larger lots (including farm
houses) that get partitioned or subdivided over the course of history. In some situations, such as the
Dunthorpe area, Multnomah County in recent years downzoned the area in the past few years making
lots not legally buildable. That is, it may be that in some instances public restrictions hold back
landowners, even though some landowners may be interested in change or responding to the market.
It is clear that in these instances, market pressure is particularly acute and if restrictions are not
applied, some responses to the market will occur over the 20-year period.
A county planner noted large lot zoning (e.g., minimum 10-acre size) is often used as a holding zone
until urban zoning is adopted.
As in our explanation of issue 1, the Urban Growth Report is not current market assessment of the
availability of the vacant land supply. The gross vacant supply of vacant land we estimate is a'yes' or
'no' answer and does not reflect likelihood of further development.
WEA Issue 4: The Conversion of Local Zoning to Regional Zoning
Report (UGR).
Metro Response: ECO Northwest speaks to future market receptiveness or acceptance as a
determinant for computing the 20-year housing capacity estimate. Again future expectations are not
permitted under State law as a basis for computing capacity unless new regulations are in place to
enforce a shift in the market from the last five-year experience. Staff note that a survey of all single
family lots platted in 1998 yielded an average lot size of 6,200 square feet. This is an indication of the
market moving to the 2040 Concept and Urban Growth Report density assumptions,
ECO Northwest states that using our Standard Regional Zones (SRZ) density assumptions that our
capacity estimate is about 24 percent below permitted maximums and 46 percent above permitted
minimum densities. Our approach in estimating capacity based on current zoning is to aggregate the
500-odd local zones into 25 standard regionalized zone categories and take the mid-point of the
permitted densities in the stated categories. In fact, when we include underbuild (20 percent rate) we
shave off 20 percent from the initial SRZ calculated capacity. As a result of including underbuild In the
Metro Response: ECO asserts that the property owner may simply want to hold onto the portion of the
owner's oversized or partially vacant (over Y2 acre) lotiparcel and enjoy the open space Instead of
building on It or selling it for development.
. F ax: t)US- (9 (-1 egg Uct 8 ' yy 15:45 V. U(
Memorandum
October 8, 1999
Page 6
capacity estimate, we find that capacity Is closer to the minimum end of.the permitted range as
identified by EGO Northwest.
Since this is a regionwide analysis, statistical assumptions are made to provide an aggregate picture of
supply.
WEA Issue 5: 2040 Upzones
upzoned for 2040 compliance to be implicitly, further upzoned_
Metro Response: Many if not all the local jurisdictions have not entirely complied with the Functional
Plan density changes to their zoning regulations. As a result, a capacity estimate based on current
zoning is incomplete. The Functional Plan upzone matrix is the best available representation of likely
local zoning changes to achieve compliance with Functional Plan Title 1 targets. This assumption is
consistent with State law. Title 1 of the Functional Plan has delineated an approach for how much
future growth each jurisdiction should accommodate through further rezoning. Until all the jurisdictions
have complied with Title 1 changes, an upzone matrix will still be needed to represent future
regulations. However, as jurisdictions comply, we will have to modify how we apply the 2040 upzone
matrix wiihout upzoning on top of rezoning completed by local jurisdictions.
In addition, the Urban Growth Report Update does not upzone inner and outer neighborhoods or open
space areas and therefore reduced the upzoned capacity from the 1997 Urban Growth Report by
approximately 19,000 units. This adjustment is intended to better reflect likely zoning levels with 2040
compliance.
WEA Issue 6: Refill Calculations Applied Inconsistently
ECO Northwest memo states' any process that increases buildable capacity by other means (e.g..
upzoning) automatically causes an additional 40% increase in capacity through refill. Other concerns
include:
1 ECO Northwest points out a "non-linear relationship" between the refill rate and housinq output
2 The Report should not rely on a regionwide average refill rate The refill rate should be
consistent with the other housing output assumptions for that -ubarea, rather than using a regional.
average rate This would make the Report consistent with the methodology of the underlying refill
analysis.
3 The Report does not appear to account for the loss of the existing development.
Metro Response: The 40 percent calculation is the arithmetic way of expressing the refill rate as a
percent of the housing located on vacant land versus hhe proportion of housing located on both
developed and vacant land. There is no difference between the Update expressing refill as
28.5 percent applied to total UGB housing need and ECO Northwest expressing refill as expanding
housing located on vacant land within the UGB by 40 percent. They are just different ways of saying
the same thing.' Parenthetically, we discern that the ECO Northwest Report's conversion of the refill
rate implies a land capacity accounting procedure whereby vacant capacity inside the UGB is
' We consider that the term: (1-(1/(1-.285)) used on page 9 of the ECO Northwest Report should indeed be:
(1/(1-.285))-1.
hax:JUJ-ryf-I uct t% 'y`j 1';4b t'. U6
Memorandum
October 8, 1999
Page 7
determined first and refill capacity Is determined from that. For the present Urban Growth Report, our
procedure produces identical results with ECO Northwest's approach. For future Urban Growth
Reports determining vacant land capacity prior to adjusting for the refill factor avoids potential
inconsistencies between total UGB housing need and calculated UGB capacity.
The ECO Northwest Report raises a concern about using the refill rate as a constant for the 20-year
period. The peer review group also raised this concern. We concur with this concern. We are working
to replace the constant refill rate assumption with a function that is variable in place and time with
respect to policy choices and external economic conditions. In this regard, we need to retain the
perspective that simply measuring the level of infiil and redevelopment occurring in the region has been
a mile-stone in applied research that has not been done elsewhere. We are in the process of repeating
the study and generalizing our data so that we can craft a more robust means of incorporating refill into
our capacity calculations In future.
For present purposes, we should note that the refill rate was measured when total annual housing
output was consistent with our 20-year projections. More to the point most all jurisdictions were
observed producing housing (including the City of Portland at >3,000 units) at rates consistent with the
2015 projections and Table 1, Title 1 2017 capacity objectives. Under these unique conditions,
applying the weighted refill rate to the total (as we did) will yield the same result as application of
individual refill rates to individual jurisdiction capacity. However, we agree that it is prudent to expect
refill and total housing output to vary in time and place in response to policy and economic
circumstances. To reiterate, we are working to replace our weighted refill rate with a function better
reflecting regional policy intent and economic factors. T he weighted refill rate applied to the entire
period yields the same result to capacity analysis. Finally the Residential Refill Study adjusted for the
loss of existing development.
WEA Issue 7: Accessory Dwelling Units are Inconsistently Estimated
ECO Northwest memo states:
processes It seems likely the sites that otherwise might have served ADU will be competing with
these other buildout activities.
3 the estimated capacity contributed by ADU should be reduced by at least 5.300 units.
Metro Response: The accessory dwelling units (ADU) rate is based on the 1990 American Housing
Survey.(AHS) for the Portland metropolitan area. It is based on a count of "lodgers" within single family
(SFR) detached dwelling units as a proportion of total SFR detached units. To date, the AHS is the
most relevant data we can identify regarding accessory dwelling units, as there is not sufficient
evidence of building permit activity since the adoption of the Functional Plan in November 1996 (i.e.,
not allowing prohibition of ADU in single family housing). Anecdotal evidence of local experience is
noted in a memorandum dated October 6, 1999 from Mark Turpel to Elaine Wilkerson.
We believe this is a conservative estimate considering the following facts:
1. At the time the AHS was conducted, most local jurisdictions did not permit ADU. Moreover, some
jurisdictions, which did permit ADU, did not allow new development to include ADU in its initial
construction. It is reasonable to expect more ADU in existing neighborhoods.
rax:qua- (`i(-1(yy uct ti yy 1J.4( r.uy
Memorandum
October 8, 1999
Page 8
2. We assumed a lower rate 10.9 percent) for future SFR detached dwellings.
3. The estimate of 7,500 ADU over 20 years represents 3.7 percent of the new dwelling units
(205,400). This provides for 2.8 percent of all existing single housing stock having an ADU.
We do not believe that our estimate of ADU overlap with our refill estimates. In the course of
conducting the refill study, ADU were excluded from the refill rate. Due to incomplete reporting or lack
of ADU construction in the sample areas, no ADU permits were in the se i.r'e set of data.
WFA Issue 8: Capture Rate is Inconsistent with the Assumed Acceptability of Regional
Densification
Metro Response: State law requires that density assumptions be based on the last five years of
experience, or newly adopted measures like the Functional Plan. The capture rate is not a density
assumption; it is a part of the demand analysis like the forecast.
The capture rate should be based on analysis periods comparable to forecast data. We use primarily
the last 20 years as the basis for forecasting. The rate has varied greatly over the last 20-year period.
Since it applies to the next 20-year period, we have assumed an average rate rather than an individual
annual rate. For example, in 1998 the capture rate was 78.2 percent and in 1994 it was 59.4 percent.
The longer-term averages are as follows:
1980-98: 69.1 percent
1990-98 71 percent
Next year's work plan includes an update of the forecast, capture rate and jobs/housing balance issues.
WEA Issue 9: Inconsistent Treatment of Placeholder Environmental Lands
policy in this issue it speculates on future policy in many other places in the Report.
Metro Response: With respect to other "policy speculations," those Urban Growth Report factors and
assumptions were grounded in part by specific policies and regulations already in place, e.g., the
Functional Plan, Title 1. Title 1 gives the legal basis for assuming higher refill rates, underbuild and'
application of the 2040 upzone matrix.
Title 3 explicitly'provides guidance and regulation on specified environmentally sensitive land and limits
the buildable capacity of these land areas. In June 1998, Metro Council adopted the model ordinance
and mapping that made Title 3 effective and established a December 1999 deadline for local
compliance. State law restricts speculation of factors, which might influence capacity to historical
experience, or to conclusions that are supported by regulatory action. In this case, Title 3 is very clear;
service cost-improvements on which it is Dasea.
tax:t~uo-ryr-I(yy uct 0 1J•4f r.lu
Memorandum
October 8, 1999
Page 9
however, State law would clearly not support future statements or expectations of potential additional
environmental protection.
However, the Urban Growth Report gives notice that additional losses to housing capacity will likely .
occur when additional riparian areas are protected. This is stated in the so-called "placeholder value"
designated in the Urban Growth Report.
WEA Other Miscellaneous Issues:
Land Used by Streets
Metro Response: We completed a survey of all new platted subdivisions from January 1997 to
January 1999 greater than one acre in size. This survey revealed an 18.5 percent rate for public right
of ways (streets). Commercial and industrial sites are normally located on developed streets and
therefore no additional right-of-ways are needed. A preliminary survey revealed about a 10 percent
rate for streets within the Hillsboro commercial and industrial district(s). Staff conclude that the over
estimate of land for streets in future multi-family and nonresidential development offsets any need for
future arterial and freeway right-of-way.
Surface Water Management
ECO Northwest memo states: The Report is silent on any accounting for on-site management of
surface water rui,
Metro Response: In the street study, the rate did not account for stormwater detention facilities. If
these facilities were dedicated as public right-of-way they would be deducted from the buildable land
supply. If these facilities are privately maintained, it is likely that they have either been included as'
open space in PUDs which is accounted for through underbuild. Underbuild is a composite estimate of
all types of development constraints, which would limit development capacities.
Local Environmental Zones (E-zones)
ECO Northwest memo states: The report is silent on whether local environmental protection zones are
inadvertent) included in the vacant buildable land inventory.
Metro Response: Most of the a-zones are not definitively delineated on the regional GIS database.
Some of these zones do fall within the Title 3 lands, but certainly not all. In addition, some of these
zones allow some portion of land within such a zone to be built on. Finally. density transfers may allow
some or all of the density to be captured regardless of the overlay zones. Consequently, any capacity
reductions of the a-zoned land are both difficult and problematic. Reductions in capacity are unclear.
In any case, the underbuild assumption is intended to reflect development constraints that limit
development capacity.
Fax*06-eW-1x99 Lic t 2i Jy 15':utf N. 11
Memorandum
October 8, 1999
Page 10
FAR Assumptions
discussed in the Report.
Metro Response: Metro disagrees with this statement. There has been significant construction in the
downtown con: evidenced by the dozen multi-story construction cranes seen in the Portland horizon.
The FAR density assumption were reviewed and refined by local commercial real estate professionals.
EWhrb
QVerrop%ogden2memo.doc
Attachments
cc: Susan McLain, Metro Council Growth Management Committee Chair
Mike Burton
MTAC Members
Dan Cooper
CITY of BEAVER TON
. Box 47SS. Beaverton. OR 97076 TEL: (S031526-2481 V/TDD FAX: (503) 526.2S71
S.W. Griffith riD~`K rp•O
4755 S
October 13, 1999
ROB DRAKE
MAYOR
Mayor Lou Ogden, Chairman
Metropolitan Policy Advisory Committee
Metro
600 N.E. Grand Ave.
Portland, OR 97232-2736
Dear Chairman Ogden:
its meeting on October 11, Re related issues raised in Coordinating Committee took up
th the CO Northwest and
the issue of the Urban Growth port and the re focussed OTAK reports relating to demands
relating to'land needs inside of the
addressed 1 in land. The
over issues that have
current UGB.
Please consider the following points raised by the committee:
hPortland - Vancouver e lack of large indust~ al tractsninrareass whe)reemarket
• The 'Industrial or concerns o over the
number er of of m)
demand is particularly strong. This lack of Industrial land will result in a loss of future Industrial growth to Washington State or other states in which the regional planning program
does not address such needs.
• The margin of error in the capacity analysis is certainly high enough to pusohQ1hte currentl
the
assumed surplus of 200 dwelling units from the surplus side to a deficit
amounts to a factor of less
thousands). 200 units out of the estimated demand for 205,000
than one tenth of one percent. This margin of error deserves considerable additional,
attention.
• The `place-holder' utilized for Title 3 and other potentially unbuildable lands holds a margin of
error which may be quite significant but has, as yet, not been determined.
N housing has been exhausted. is a significant
• The ability to maintain local jobs / housing balance
challenge in areas where the land supply for
inclined
not In summary, the Washington County Coordinating until t tee is s the issues we raise (and accept the
the recent update of the 'Urban Growth Report
thelands). ~n~ are adequately G~o~ Readdressed. port to the TherCounciefore, strongly
related demand for buildable
recommend MAC not forward
S1 cerely,
Rob Dra e,
Vice-Chair
WCTCC
Agenda Item No. 13
Meeting of O ' I q' q~
MEMORANDUM A
CITY OF TIGARD, OREGON
TO: Honorable Mayor & City Council
FROM: Bill Monahan, City Manager
DATE: October 11, 1999
SUBJECT: Council Goal Setting Session
At the October 19, 1999, Council meeting, I will ask Council members their preference for
a Council goal-setting session for next year's goals. Last year we met on a Monday
(December 14) at Embassy Suites Hotel from 12 - 6 p.m.
Please be thinking about when you would like to have this meeting and whether you would
like to meet for a full day or half day. Also, would you like to have a facilitator? You may
recall that last year we used the services of Larry Dennis of Turbo Management.
IAADM\CATHY\COUNCIL\MEMORANDUM - 2000 GOAL SETTING SESSION.DOC