City Council Packet - 07/17/2001
'I'IGARD CIT . COUNCIL.
WORKKSI OP MEETING..,
JULY 17, 2001
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CITY OF TIGARD
PUBLIC NOTICE:
Assistive Listening Devices are available for persons with impaired hearing and should be
scheduled for Council meetings by noon on the Monday prior to the Council meeting. Please
call 503-639-4171, Ext. 309 (voice) or 503-684-2772 (TDD - Telecommunications
Devices for the Deaf).
Upon request, the City will also endeavor to arrange for the following services:
• Qualified sign language interpreters for persons with speech or hearing impairments;
and
• Qualified bilingual interpreters.
Since these services must be scheduled with outside service providers, it is important to allow
as much lead-time as possible. Please notify the City of your need by 5:00 p.m. on the
Thursday preceding the meeting date by calling:
503-639-4171, x309 (voice)
or 503-684-2772 (TDD • Telecommunications Devices for the Deaf)
SEE ATTACHED AGENDA
COUNCIL AGENDA - July 17, 2001 page 1
AGENDA
TIGARD CITY COUNCIL WORKSHOP MEETING
]uly 17, 2001
6:30 PM
1. WORKSHOP MEETING
1.1 Cali to Order - City Council
1.2 Roll Call
1.3 Pledge of Allegiance
1.4 Council Communications & Liaison Reports
1.5 Call to Council and Staff for Non Agenda Items
6:35 PM
2. REVIEW AQUIFER STORAGE AND RECOVERY (ASR) PHASE 1 REPORT
a. Staff Report: Public Works Department
b. Presentation by Joe Glicker of Montgomery Watson
C. Council Discussion
d. Council Direction: Present Phase 2 of the contract for review and approval at
the July 24, 2001, City Council meeting.
7:05 PM
3. REVIEW RIGHT-OF-WAY AND SIDEWALK MAINTENANCE
a. Staff Report: Public Works Department
b. Council Discussion
C. Council Direction: Consider whether City Council should direct staff to
perform the basic level of right-of-way vegetation and sidewalk maintenance
adjacent to City properties.
7:45 PM
4. REVIEW POTENTIAL AMENDMENTS TO THE NOISE ORDINANCE TIGARD
MUNICIPAL CODE CHAPTER 7.40, ARTICLE 1V
a. Staff Report: Community Development Department
b. Council Discussion
C. Council Direction: Consider whether City Council should direct staff to prepare
i an ordinance Incorporating some or all of the proposed amendments to the
' "noise ordinance."
i
i
8:15 PM
5 REVIEW REQUEST FROM COMMUNITY PARTNERS FOR AFFORDABLE
3 HOUSING FOR FEE REDUCTION REQUEST
a. Staff Report: Community Development Department
b. Council Discussion
C. Council Direction: Consider request and direct staff whether to place this
matter on a future City Council agenda for formal consideration.
COUNCIL AGENDA - July 17, 2001 page 2
8:35 PM
6. REVIEW POTENTIAL AMENDMENTS TO THE TIGARD MUNICIPAL CODE -
TITLES 1 AND 2
a. Staff Report: Administration Department
b. Council Discussion
C. Council Direction: Consider whether City Council should direct staff to prepare
ordinances amending Titles 1 and 2.
9:05 PM
7. COUNCIL LIAISON REPORTS
9:15 PM
8. NON-AGENDA ITEMS
9:30 PM
9. EXECUTIVE SESSION: The Tigard City Council may go into Executive Session. If
an Executive Session is called to order, the appropriate ORS citation will be
announced identifying the applicable statue. All discussions are confidential and
those present may disclose nothing from the Session. Representatives of the news
media are allowed to attend Executive Sessions, as provided by ORS 192.660(3),
but must not disclose any Information discussed. No Executive Session may be held
for the purpose of taking any final action or making any final decision. Executive
Sessions are closed to the public.
9:40 PM
10. ADJOURNMENT
\\TIG333\US RIDEPTSW DKtCATHY\CCA\010717. DOC
COUNCIL AGENDA - July 17, 2001 page 3
Agenda Item No.
Meeting of q- 2 - 01
MINUTES
TIGARD CITY COUNCIL MEETING
July 17, 2001
1. WORKSHOP MEETING
1.1 Call to Order - Meeting was called to order at 6:34 p.m.
1.2 Roll Call: Mayor Griffith; Councilors Dirksen, Patton, and Scheckla
1.3 Pledge of Allegiance
1.4 Council Communications ez Liaison Reports: None.
1.5 Call to Council and Staff for Non Agenda Items: None.
2. REVIEW AQUIFER STORAGE AND RECOVERY (ASR) PHASE 1 REPORT
Public Works Director Ed Wegner introduced Utility Manager Dennis Koellermeier.
Mr. Koellermeler gave an overview of the ASR, which is one of several alternatives to
improve Tigard's water system. The ASR system would use existing wells and source
supplies. The feasibility report for ASR is on file with the City Recorder. This report
presents the details of what is encompassed by an ASR system.
Mr. Joe Glicker of Montgomery Watson presented information on the ASR. The
PowerPoint presentation used by Mr. Glicker is on file with the City Recorder. City
Council discussion followed on an ASR system. In response to a question from
Councilor Patton, Mr. Glicker responded that the State of Oregon appears to be
accepting of ASR systems, but wants some demonstration that such systems will
succeed. In response to a question from Councilor Scheckla, Mr. Glicker noted that
water could be stored for up to a one- to two-year period. The water does not
discolor. Tests are being done to determine if there are leakage issues in the wells
identified for the ASR. Water quality tests are also a component of ASR.
Councilor Patton noted in the long term that potentially ten wells would be available
for an ASR system in Tigard. An ASR system can be developed in phases so
incremental decisions can be made. Public Works Director Wegner confirmed that it
would be likely that an ASR program would be phased in over stages based on the
need and the financial ability for capital investment. In addition, water resources will
continue to be explored with the City of Portland and the Joint Water Commission.
There was discussion about how much water the ASR could provide. For four to six
million gallons per day, approximately ten wells would be needed.
Council discussed current water needs and the alternatives of how and when to buy
water. Councilor Patton commented that the ASR would give the City some
maneuvering room to control costs while providing water to customers. Mr. Wegner
COUNCIL MINUTES - July 17, 2001 page 1
noted that the Intergovernmental Water Board (IWB) has approved Phase 2 of the
ASR proposal. Phase 2 will be presented to the City Council next week for approval.
In response to a question from Councilor Scheckla, Mr. Wegner noted that the
program to have Tigard residents water every other day (based on the date of the
month [odd/even] corresponding to the last digit of their house number [odd/even])
has helped so that there have been no water shortages this summer. Mr. Wegner said
that Tigard residents appear to be conserving water all year long and advised that
there is less water usage in the City even with new population growth. Councilor
Dirksen urged that the Public Works Director keep water conservation
communications going out to the citizens and compliment them on the good job they
have been doing.
There was discussion on problems experienced by the City of Salem and bacteria
growth in stored water. Mr. Glicker advised how this would be addressed in an ASR
system.
3. REVIEW RIGHT-OF-WAY AND SIDEWALK MAINTENANCE
Public Works Director Ed Wegner introduced this agenda item. Property Manager
John Roy reviewed the history of the right-of-way maintenance program noting that
maintenance had been addressed through a complaint-driven process over the years.
A copy of the Staff Report is on file with the City Recorder.
Mr. Wegner noted that there has been success with notifying property owners of
their responsibilities with regard to maintenance of areas along the right of way.
Recently, after notice was received, property owners resolved maintenance issues for
rights of way along Hall Boulevard and Sattler Street. Mr. Wegner noted that staff
was not opposed to providing maintenance along streets such as Durham Road and
Sattler Street, but noted the need for consistency. He also said that, if the City
maintains Durham Road right-of-way areas, this might trigger requests for
maintenance for other streets.
The current staff proposal for a City right-of-way maintenance program covers areas
that are adjacent to City properties or properties that are adjacent to steep slopes,
ditches, and state and railroad rights of way. The Budget Committee did not
approve the proposal for an enhanced right-of-way maintenance program. City
Manager Bill Monahan advised that, if an enhanced program is approved by the
Council, then the Council would need to determine how the program would be
funded.
In response to an inquiry by Councilor Scheckla, Mr. Monahan noted that no
agreement with Summerfield residents has been located regarding to maintenance
responsibilities of rights of way.
IL UNCIL MINUTES - July 17, 2001 page 2
Councilor Dirksen commented that the right-of-way maintenance situation should be
reviewed, noting there is no long-term funding for an enhanced right-of-way
program within the City. In the shorter term he noted the Council needed to focus
on what was affordable.
Mr. Paul Owen, Summerfield Liaison, addressed the City Council. (A copy of Mr.
Owen's letter dated July 17, 2001, is on file with the City Recorder.) Mr. Owen
noted disappointment with the staff's recommendation, which dealt only with right-
of-way maintenance and not the liability concern with regard to the sidewalks. He
noted the high use of the sidewalks because of the close proximity to the high
school. Mr. Owen requested the City consider maintenance of right of way on fully
improved collector streets.
There was discussion on the liability issue with regard to sidewalks. The liability
responsibility rests with the landowner abutting the sidewalk.
Mr. Wegner referred to an earlier discussion with the City Council that included the
proposal that if a sidewalk was brought up to standard, the City could accept the
sidewalk and assume the liability and future repairs. This proposal was not pursued.
City Council discussion followed. Councilor Patton noted she was opposed to
continuing the complaint-driven maintenance program used in the past, which was
inconsistent, piecemeal, and inequitable. She also opposed maintaining Durham
Road specifically citing the need for equitable treatment for other areas in similar
circumstances. She said she would have liked to support a citywide enhanced right-
of-way maintenance program, but the City does not have the money to do this now
given other funding needs and scarce resources. She recommended staff continue
an aggressive education campaign advising property owners of their responsibilities
to maintain adjacent rights of way. At this time, she said the City should "go back
to basics" and to be consistent, which will mean that those who have received
maintenance before, will not continue to receive this service.
Councilor Scheckla noted that, in the past, exceptions have been made. He
referred to SW North Dakota Street where traffic islands and diverters were
constructed at the request of those who lived in that area.
Councilor Scheckla noted that he liked the compromise position suggested by Paul
Owen, which was to have the City recognize that the sidewalks, curbs, and streets,
were designed and built by the City of Tigard and the City would therefore be
responsible for the maintenance, repair, and liability for said improvements. If the
City agreed to the above, then Summerfield would agree to maintain the 15-foot
planter strip as it is now without liability.
COUNCIL MINUTES - July 17, 2001 page 3
Councilor Dirksen noted that the maintenance of right of way is a luxury that the
City could not afford at this time. He advised that he thinks the sidewalk issue is
separate from the maintenance of the planting areas along the rights of way. He
said he would be willing to consider the City taking over control of the sidewalks
that meet City standards and to implement a citywide program for this. After
discussion, it was clarified that the sidewalk maintenance Councilor Dirksen was
referring to was for those sidewalks along major collectors only.
Mayor Griffith noted that he, too, would have liked to see the enhanced right-of-
way maintenance program implemented, but also agreed with the other Councilors
that this was more than the City could afford. He concurred that maintenance of
the sidewalks along major collectors, once brought up to standards, has some merit.
He suggested that he would like to continue to review options about how an
enhanced maintenance program could be implemented.
There was discussion on a maintenance fee that might represent an alternative for
funding and implementation of an enhanced right-of-way program.
Councilor Patton advised she still had some concerns with providing service for only
certain areas.
Mayor Griffith summarized the majority of Council direction with regard to the
sidewalk issue which would be for the staff to review the cost of accepting the
maintenance of sidewalks (once brought up to City standards) for major collectors
for non-commercial (residential areas). He clarified he did not expect staff to
prepare a complete inventory of sidewalks indicating those that need to be brought
up to standard, but requested a "ballpark" figure about what it would cost the City
to maintain sidewalks once they are accepted by the City. City Manager Monahan
noted that it had been determined that insurance (liability) costs would be
negligible. Homeowners would maintain responsibility to keep sidewalks clear of
debris, ice, and snow.
In response to a question from Summerfield resident Paul Hunt whether the City
would consider providing maintenance on rights of way (plant areas), Mayor Griffith
advised that this would be an item he would like to discuss with Mr. Hunt and Mr.
Monahan at an upcoming meeting scheduled for the three of them. Mr. Monahan
noted that the City provides contract service to help the City of Durham to maintain
its parks, but this is one government entity providing assistance to another
government entity. There are restrictions (Associated Oregon Industries) with
regard to governments providing services to the private sector.
Council meeting recessed: 8:11 p.m.
Council meeting reconvened: 8:20 p.m.
COUNCIL MINUTES - July 17, 2001 page 4
4. REVIEW POTENTIAL AMENDMENTS TO THE NOISE ORDINANCE - TIGARD
MUNICIPAL CODE CHAPTER 7.40, ARTICLE IV
Community Development Director Jim Hendryx introduced this agenda item, which is
a review by City Council of staff proposals for changes to the current noise ordinance
in the Municipal Code. Planning Manager Dick Bewersdorff reviewed the staff report,
which Is on file with the City Recorder. Mr. Bewersdorff also reviewed a PowerPoint
presentation, which is on file with the City Recorder. His presentation included
background information, an outline of issues and options, comments on the options,
and recommendations by staff.
After discussion on elements of the proposed ordinance, staff and City Council
discussed the proposed staff recommendations. City Council agreed that the noise
ordinance should be revised. City Council consensus with regard to the amount of
proof for a violation of the noise ordinance based on the subjective standard was that
at least three witnesses would be required when a violation is reported. One of the
witnesses could be a City employee (i.e., a Police or Code Enforcement Officer). A
hearing will be conducted for the proposed changes. Staff will return to the City
Council in August with the proposed ordinance amendments.
5. REVIEW REQUEST FROM COMMUNITY PARTNERS FOR AFFORDABLE
HOUSING FOR FEE REDUCTION REQUEST
Community Development Director Jim Hendryx introduced this agenda Item wherein
the Community Partners for Affordable Housing (CPAH) Is requesting a $10,000 fee
reduction for its new 26-unit Village at Washington Square affordable housing project.
Associate Planner Duane Roberts reviewed the staff report, which is on file with the
City Recorder. As part of the staff report, a memorandum from City Attorney Ramis
is on file, which addressed waiving or reducing Park System Development Charges. In
response to the question as to what concerns should the City have regarding adopting
provisions that would allow a waiver of Park System Development Charges for
affordable housing projects, City Attorney advised that the risk of litigation by other
developers is increased. Other developers could challenge a waiver on statutory equal
protection or takings grounds.
City Manager Bill Monahan noted that this request represented an instance where the
staff wanted to show to the City Council the full contributions (from CPAH and other
agencies) being requested of the City. In a memorandum attached to the Council
Agenda Item Summary the current Tigard contributions to affordable housing is
outlined.
Council discussion followed with regard to the level of contribution to affordable
housing by the City given the City's capacity and responsibility to deliver services.
COUNCIL MINUTES - July 17, 2001 page 5
Mr. Monahan, in response to a question from Councilor Scheckla, noted that the City
of Tigard probably does more than most cities in the State of Oregon with regard to
contributing to affordable housing. The City of Portland probably does more than the
City of Tigard in the way of making such contributions.
Jill Sherman, representing CPAH, addressed the City Council and reviewed CPAH's
request for a yearly contribution as well as for the City to have a stated policy on how
a fee reduction can be obtained. If a policy were stated, then CPAH would know
how they could go about meeting the criteria.
There was discussion on the tax abatement approval that CPAH received from the
City of Tigard. It was noted that CPAH makes annual application for this tax
abatement to the City of Tigard. In order to be absolved of any property taxes, at
least 51 Flo of the taxing entities must approve the abatement. Therefore, CPAH
needs to receive tax abatement approval from the Tigard-Tualatin School District,
Tualatin Valley Fire & (Rescue District and the City of Tigard in order to qualify for
the abatement.
Mr. Monahan suggested that if the City Council would want the City to assist CPAH
with regard to the SDC fees that the fees could be paid to the SDC fund by the City's
general fund. Another suggestion was that if the City Council chooses to pay the SDC
fees then the amount funded could be applied as a credit against future requests for
funding from CPAH.
Councilor Patton commented that one of the City Council goals is to address
affordable housing in the City of Tigard. She noted the need to schedule some time
for a long-term policy discussion on what the City's effort will be with regard to
affordable housing. At this time, she noted that the issue was to consider the fee
waiver request. She advised that the City now addresses affordable housing through
its social services program. Councilor Patton said that when the City Council discusses
affordable housing, the City Council should also decide whether affordable housing
should be part of the social services funding consideration. She referred to recent law
enforcement incidents at the Villa La Paz housing development. She said there is a
need for CPAH to communicate closely with the City of Tigard and to make efforts to
see that the Village at Washington Square project did not develop similar law
enforcement problems as has been experienced at Villa La Paz.
Councilor Dirksen noted that he would like to grant the amount requested by CPAH
but understood Councilor Patton's concerns. He advised that he viewed this request
as being different from social services in that it is a one-time request for a
development.
Councilor Scheckla noted that he agreed with Councilor Patton.
COUNCIL MINUTES - July 17, 2001 page 6
e
Also discussed was the alternative of reducing the amount of assistance requested from
the full $10,000, to this year's social services non-allocated funds ($4,000).
Mayor Griffith noted that it was difficult to determine "where to draw the line." He
said he agreed that a policy needs to be established with regard to affordable housing
and social services funding. He also noted that the request from CPAH for this
money could be done as a budget adjustment if considered to be an emergency;
however, he did not think that this request qualifies as an emergency. He said there is
a need to strive for equity for all City of Tigard citizens when allocating resources.
It was determined that an affordable housing strategies discussion would be scheduled
tentatively for the September 18, 2001, City Council workshop meeting.
6. REVIEW POTENTIAL AMENDMENTS TO THE TIGARD MUNICIPAL CODE
(TMC) - TITLES 1 AND 2
City Recorder Cathy Wheatley reviewed the staff report, which is on file with the City
Recorder. Ms. Wheatley reviewed seven proposals to address TMC language changes.
Council consensus for these changes were as follows:
• Proposal No. 1 Section 1.0 -Title
This section shall be changed to read as follows: "The Tigard Municipal Code is
adopted as the official City Code of the City of Tigard. The Code shall be cited as
the Tigard Municipal Code published under general authority of the City Council
and maintained as provided in this chapter by the City Recorder."
• Proposal No. 2 Section 1.0 1.080 - Editing of Code
This section shall read: "In preparing the codified editions of ordinances for
publication and distribution, the City Recorder shall not alter the sense, meaning,
effect or substance of any ordinance, but with such limitations, may renumber
sections and parts of sections of the ordinances, change the wording of headings,
rearrange sections, change reference numbers to agree with renumbered chapters,
sections or other parts, substitute the proper subsection, section or chapter or
other division numbers, strike out figures or words that are merely repetitious,
change capitalization for the purpose of uniformity, and correct manifest clerical or
typographical errors."
• Proposal No. 3 Section 1.01.060 Constitutionality
Attorney Gary Firestone had recommended to the City Recorder that the last
clause of Section 1.01.060 of the Tigard Municipal Code be deleted. The clause
to be removed reads as follows: "...and if for any reason this Code should be
declared invalid or unconstitutional, then the original ordinance or ordinances shall
be in full force and effect."
COUNCIL MINUTES - July 17, 2001 page 7
JOE I ins REN &Q, a 'EMS
• Pronosal No. 4 Section 1.12 initiative and Referendum.
Ms. Wheatley reviewed current language of section 1. 12, which pertained to
initiative and referendum. Council discussed the procedural rules followed by the
State of Oregon where, when flied, an Initiative petition must contain enough
qualified signatures by a certain deadline. This deadline also determines the
election date the proposed measure will be submitted to the voters. City Council
consensus was that the City Recorder could pursue setting a deadline for petition
signatures to be submitted as allowed by law. One option might be to require
petitioners name an election date on their petition.
• Pronosal No. 5 - Section 2.40 Nominating Procedures.
After brief discussion, Council determined that no changes to the nominating
procedures were to be considered.
• Proposal No. 6 - Section 2.56.010 - Recorder - Appointment and Removal.
Council agreed that the words "City Administrator" should be changed to "City
Manager" where appropriate. Council also agreed that the wording should be
amended so that the Recorder is appointed and removed upon advice of the City
Manager and the consent of the majority of Council. Council also agreed that
wording in the last sentence should be removed which refers to the "incumbent"
since Loreen Mills was the incumbent at the time this was written and this phrase is
no longer relevant.
• Proposal No. 7 - Section 2.60.010 - City Attorney - Appointment and
Removal
Council agreed to the change in wording so that the City Attorney is appointed
and removed with the consent of the majority of Council.
➢ CONTINUATION - STUDY SESSION
• Tigard Blast Parade - There was discussion about Council participation in the
{ upcoming Tigard Blast Parade.
i
i • Metro Meeting - A meeting with Metro representatives is scheduled for
September 10 at 6:30 p.m.
s
• Volunteer Recognition Event - City Manager discussed with the City Council the
upcoming volunteer recognition event.
COUNCIL MINUTES - July 17, 2001 page 8
e National League of Cities Conference - Staff advised that the City Council has
been registered to attend this conference in December. There was a brief
discussion on air travel planning.
7. COUNCIL LIAISON REPORTS: None.
8. NON-AGENDA ITEMS: None.
9. EXECUTIVE SESSION: Canceled.
10. AD]OURNMENT: 10:10 p.m.
/Le
BCgherific Wheatley, City Recorder
Attest:
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Date: 2 awl
I:W D M\CATHV\CCMN010717. D0C
COUNCIL MINUTES - ]uly 17, 2001 page 9
AGENDA ITEM # a
FOR AGENDA OF -July 17, 2001
CITY OF TIGARD, OREGON
COUNCIL AGENDA ITEM SUMMARY
ISSUE/AGENDA TITLE Aquifer Storage and Recovery (ASR) Phase 1 Report
PREPARED BY: Dennis Koellermeier DEPT HEAD OK CITY MGR OK
ISSUE BEFORE THE COUNCIL
Phase 1 of the City's Aquifer Storage and Recovery (ASR) project is complete. The author of the final report, Joe
Glicker of Montgomery Watson will be making a presentation to the Council to present findings and answer any
questions. The Phase 1 effort was designed to test the feasibility of ASR for the City of Tigard. This report is also
the foundation for the decision to proceed to Phase 2, the Pilot Test, which will construct and test an actual ASR
well.
STAFF RECOMMENDATION
Staff recommendations are to accept the Phase 1 report, which concludes that proceeding with Phase 2, is
advisable. Pending any issues raised at 7/17/01 meeting, Staff will be presenting the Phase 2 contract to the City
Council for approval at July 24, 2001 meeting.
INFORMATION SUMMARY
ASR is one system of several alternatives identified to improve Tigard's water supply system. ASR has both long
term and short term benefits to the City. In the short term, the City's current water supplies do not provide
additional water above our current peak day demands of 13 MGD. In the long term ASR can be a means of
lowering costs for peak season supplies.
The City has proceeded into the ASR application by designing a three-phase process. Phase 1, the feasibility study,
is now complete, and we recommend proceeding on to Phase 2, the Pilot Test. The feasibility study found no fatal
flaws to the concept of ASR development for Tigard, and suggests that a 6-MGD ASR well field can be
successfully constructed and operated. Phase 2, the Pilot Test, will construct the first of these wells and allow us to
obtain data that further refines the conclusions reached in Phase 1.
i
OTHER ALTERNATIVES CONSIDERED
ASR is one of several long-term water strategies being pursued. Currently, ongoing discussions with the City of
Portland are taking place regarding potential ownership in the Bull Run system. We are also proceeding with
long term source issues with the Joint Water Commission.
VISION TASK FORCE GOAL AND ACTION COMMITTEE STRATEGY
Urban and Public Services, Goal 4, strategies 2 and 3 , state that Tigard should develop "develop plans for surface
water production and supply" and "develop ways to control access to water which would not allow growth to
outgrow water supply"
ATTACHMENT LIST
Executive Summary, ASR Feasibility Report, June, 2001
FISCAL NOTES
No additional costs with Phase 1. Phase two is currently being negotiated. The 2001/2002 FY Budget approved
$210, 500 for Phase 2
MEN
Montgomery Watson/Golder Associates
City of Tigard
ASR Feasibility Study
July 17th, 2001
t
11 -,r
3 Phases of ASR
• Phase I - Feasibility Study
• Phase II -Pilot Study
e Phase III - Full-scale Operation
ASR
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City of Tigard ASR Feasibility Study i
Montgomery Watson/Golder Associates
Objectives of Phase I
e Determine how ASR fits in City's
water supply plan
• Evaluate City's wells for use in ASR
® Characterize hydrogeology of
aquifer
o Evaluate water quality compatibility
• Permitting Issues
How ASR Fits in Tigard's
Future
*Short-term: supplement other
sources
• Long-term peaking supply
•Initial production in 2002 (1-1.5mgd)
o Full scale by 2005 (4-6 mgd)
Evaluation of City's Wells for
i ASR
i e Well No. 1 best City well
- Chosen for best Hydrogeologic
properties
- Monitoring Wells nearby
eAge and diameter may limit capacity
for ASR pilot testing
7
e
City of Tigard ASR Feasibility Study 2
won
Montgomery Watson/Golder Associates
Hydrogeologic -
Characterization to Date
o Geophysical logging
o Video logging
0 Pumping test
® Water Quality Analysis
Geophysical and Video
Logging Findings
0Yield derived from series of discrete
inflow zones below 250 feet depth
• Casing in poor condition - doesn't
meet WRD standards
Pump Test Data
-tlnrnu -I -t ~~Ur -I ~In un
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^t '1 '1 tittle` I 17^.'j~~.~J-1 'J rilii 'I"11 fern
0
}
City of Tigard ASR Feasibility Study 3
Montgomery Watson/Golder Associates
Pump Test Interpretation
® Early-time test data shows inflow
zones are connected vertically
a Middle part of test shows that the
well taps into a block of moderately -
permeable basalt
® Late-time test data shows that this
d is bounded by a high permeability
feature
to
Conceptual Model Developed
® Boundaries of aquifer
*Storage Capacity
I.
c_
Conceptual Model
City of Tigard ASR Feasibility Study 4
Montgomery Watson/Golder Associates
Assessment of Conceptual
Model
e Multiple layer aquifer system that is
vertically connected
® Highly permeability feature
cr~
Assessment of Conceptual
Model Continued
• Bounded at regional scale by low _
permeability boundaries (Cooper-
Bull Mountain CGA)
• Large storage capacity - 4000 mg
* Possible to sustain relatively high
rates of injection and recovery
Implications for ASR
0No ASR fatal flaws
j 02 Wells Needed to meet 1-1.5 mgd
a 10 Wells Needed to meet 4-6 mgd
i m Large storage capacity conducive to
ASR scheme
3
City of Tigard ASR Feasibility Study 5
Montgomery Watson/Golder Associates
Source Water Quality
Compatibility Model
®No water quality problems likely
- between source and groundwater
mixing during ASR
- between stored water and basalt
i6
Uncertainties
0Future Well Performance
e Effect of large scale water level
change on well performance
e Local and regional scale limits on
storage capacity
Permitting Issues
•Unusual permitting conditions
Y, possible
*Groundwater flow model and
n
N additional water quality monitoring
may be needed
I.
City of Tigard ASR Feasibility Study 6
Montgornery Watson/Golder Associates
Recommendations
o Monitor over summer at COT-1 and
COT-2
o Confirm proposed ASR pilot well
recommendations In Fall 2001
® Convert COT-1 to monitoring well
o Perform ASR Pilot Testing at COT-1
site using new well
o Proceed with Flexible Limited
License Application
tv
Phase II - Pilot Test
e Schedule
o Cost Estimate
o Limited License
:o
Pilot Test Plan Schedule
to
2001 ot
ISumm Fill Winl S rin ~Summe Fetl
,t Permiltln
Dd7 Nen WeIVYleli IAodilketlone
f Recharge Period
Storage Puled
i Withdrenel
DeRvefy oineter
P',IotT,.t Report
a
City of Tigard ASR Feasibility Study 7
Montgomery Watson/Golder Associates
Phase II Costs
0$425,000
- Permitting/Water Rights -underway
- Conversion of COT-1
- New well at COT-1 site
- Pilot Test Report
0IWB approved Phase II
_ ~wM
Phase III - Full Scale
Implementation
s Permit
*Schedule for Implementation
s Integration with Existing System
*Cost Estimate
Schedule for Implementation
*Develop over 10 years
e2 wells approximately every 2 years
o Allows City to develop with little risk
over time
City of Tigard ASR Feasibility Study 9
Montgomery Watson/Golder Associates
Full-scale Schedule and Cost
Estimate
Cost Comparison
s Assumptions
® Peak Season Rates - $0.91/ccf
e Winter Rates - $0.30/ccf
® Operations Cost - $0.10/ccf
02001 Costs
Two scenarios
® 25% Leakage loss
Intermediate Phase - 1.5 mgd
N
1
C~ _ y
City of Tigard ASR Feasibility Study 9
Montgomery Watson/Golder Associates
Full-Scale Phase - 6 mgd
Costs savings
• Annual cost savings - 45%
- $98,663 Intermediate
-$394,652 Long-Term
• Pay for ASR system in less than 10
years
e
:v
Conclusions
• No Fatal Flaws
•ASR feasible for City for both short-
term and long-term needs
• Cost to purchase water for ASR
outweigh surface supply costs
City of Tigard ASR Feasibility Study 10
Montgomery Watson/Golder Associates
Next Steps
*Currently working on Permitting
Issues - Pilot Plan
® Prepare Limited License Application
for Fall 2001 submittal
® Pilot Test - Winter 2001/2
i
i
i
s
City of Tigard ASR Feasibility Study 11
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MOPJTGOMERY WATSON
%UP
MIN
EXECUTIVE SUMMARY
OVERVIEW OF FEASIBILITY STUDY
The City of Tigard (City) is pursuing the development of an aquifer storage and recovery
(ASR) system using it's existing wells and source supplies. The City currently utilizes
surface water from: 1) the Bull Run system via the City of Portland and Tualatin Valley
Water District (TVWD), 2) Lake Oswego from the Clackamas River source, and 3) City
of Beaverton Joint Water Commission source. In addition, Tigard has four wells. ASR
involves the injection of surplus water from other sources during periods of low demand
into the aquifer with recovery of the water during the high demand period. This report,
the Feasibility Study, is Phase I of a three Phase approach to ASR. Phase II includes
the Pilot Test and Phase III is the Full Scale Implementation. Phase I determines the
feasibility of the potential for ASR and identifies a potential well to be used in Phase II -
Pilot Testing. Phase II uses the Pilot Test to confirm aquifer performance, and to
confirm the feasibility of full-scale implementation.
Study Objectives
The purpose of the ASR Feasibility Study is to evaluate the feasibility of developing an
ASR system for Tigard. The Feasibility Study involves an assessment of the potential
storage capacity in the aquifer, recharge and recovery rates for wells, and potential
impacts on groundwater conditions and water quality in the storage aquifer. The
overall purpose of the feasibility study is to identify whether there are any potential fatal
flaws for ASR and to determine the optimum strategy for implementing pilot testing to
further evaluate ASR. There are several elements of the Phase I ASR Feasibility Study
including:
® How ASR fit's into the City's overall water supply and identifying source water
® Determining which City well is best suited for ASR pilot testing
o Characterizing the hydrogeology in the area of the test well
Evaluating water quality compatibility with the groundwater and source waters; and
o Identifying permitting issues to ensure regulatory success
Evaluation of these elements will reveal any fatal flaws for the feasibility of ASR in the
City of Tigard. If no fatal flaws are found, then the Feasibility Study serves as the
foundation for the development of the Pilot Test Plan - Phase II. One of the critical
elements of the Feasibility Study is to determine which of the City's existing wells can
be used to conduct the pilot test. In addition, the Feasibility Study will estimate storage
volumes, predicte how the water quality may vary within the aquifer during storage,
evaluate the source water and effects of mixing with groundwater and identify any
permitting issues to ensure regulatory success.
CITY OF TIGARD
PHASE I - ASR FEASIBILITY STUDY
Paqe ES-1
ASR Applications
The City wishes to utilize ASR for both short-term and long-term needs. In the short-
term, the City's current water supplies from the above mentioned sources do not
provide additional water above the current peak day demands (13 mgd). For long-term
planning, the City must consider population growth and the renewal of contracts with the
City of Portland by 2007. If feasible, the City would like to use ASR to fill the gap in
short-term water demands and potentially provide a consistent water supply in the long-
term. ASR is a means of lowering the City's costs for peak day and peak season
supply. Use of ASR would allow the City to make better use of its existing wells and
reduce the need to obtain peak season supply. It may also allow for a more consistent
water quality throughout the year. Ideally, the City would like to complete the Pilot
Study by the middle of 2002 and begin delivering water to its customers by the summer
of 2002. Initial production. would be approximately 1-1.5 mgd. Ultimately, the City
would like to utilize ASR with a production of 4-6 mgd within 10 years.
Hydrogeological Assessment
Hydrogeological investigations completed during the Feasibility Study indicate the
following:
e The storage capacity within the unconfined basalt (that has been dewatered over the
last 50 years) beneath Bull Mountain is estimated to be about 4 billion gallons. This
is more than sufficient to enable development of an ASR scheme that is capable of
producing up to 6 mgd for periods of up to 8 months;
e Injection rates of about 1,000 gpm in individual wells are feasible;
s Withdrawal capacities for new ASR wells are expected to range between 400 and
800 gpm and approximate 600 gpm;
In order to achieve a 1.5 mgd ASR scheme pumping for 4 months, 240 million
gallons of water would need to be recharged to the aquifer. This volume accounts
for a 25% leakage loss. Two wells each injecting at an average daily rate of 2.0
mgd (1,390 gpm) could recharge the aquifer over a 4 month period. This quantity
could be recovered over a 4 month period by two wells each pumping an average
rate of 520 gpm.
A 6 mgd ASR scheme pumping for 8 months would require recharging of about 1.92
billion gallons of water over a four month period. Accounting for the possibility of
25% losses during the recharge and storage period, about 1.44 billion gallons would
be available for recovery. To recharge 1.92 billion gallons over 4 months would
require 10 ASR wells each recharging approximately 1,100 gpm. During recovery,
each well would operate at an average pumping rate of 400 gpm. Higher recovery
rates may be possible for shorter time periods;
~o There is expected to be no adverse water quality impacts associated with injection of
treated surface waters into the basalt;
CITY OF TIGARD
PHASE I - ASR FEASIBILITY STUDY
Done F4_?
' - a.. ._.+...x t.r.: ..a.3co:;c:.-......:,.~a.:a_a.c....r.`.. V._... eiv..:.::._..a:a =otitsc._
♦ Potential impacts associated with the development of an ASR scheme are likely to
include a water level rise in other basalt wells on Bull Mountain. Other potential
impacts may include an increase in spring discharge on the slopes of Bull Mountain.
The effects of large-scale water level changes (increases and decreases) on
individual well performance require additional monitoring of water levels.
Uncertainties
Assessment of ASR potential is subject to some uncertainty because of the limited data
available for the Feasibility Study. At this time, the hydraulic behavior of the aquifer
boundaries are unknown and require further study to determine how they will affect
storage quantities and recovery efficiency of the stored water. Resolution of the
uncertainty with regard to the aquifer conditions is recommended to confirm storage
volumes, injection and recovery rates, groundwater level changes and"effects on
springs and streams.
Pilot Testing
The evaluation of the City's four wells indicate that Well No. 1 is best suited for ASR
testing based on the hydrogeologic properties of the well and the location of nearby
monitoring wells. However, geophysical logging of the well revealed a poor casing, thus
requiring repairs for further production of groundwater or ASR development. Repairs to
the well or a new well will be needed for the Pilot test in the fall of 2001. A schedule for
the Pilot test is shown in Figure ES-1.
Cost Estimate for Pilot Phase II
Based on findings from the Feasibility Study, estimated costs were prepared for the
Pilot Phase. Costs include the conversion of Well No. 1 to a monitoring well, drilling of a
mum new well on the same site and associated piping, equipment and housing costs. These
costs are estimated costs for planning purposes only and are based on previous ASR
projects. Table ES-1 lists the costs included in Phase II - Pilot Test.
The following assumptions were made in developing the Phase 11 costs:
A new well can be drilled on the Well No. 1 site and Well No. 1 can be converted to
a monitoring well.
o The transmission line from the new well will be connected to the existing piping in
the reservoir yard.
o The distance from the wellhead to the transmission line is 100 feet.
e The pump was sized for ASR injection and withdrawal rates at 1000 gpm
s No additional water treatment will be necessary beyond the chlorination system
currently in place.
C1TY OF TIGARD
PHASE I - ASR FEASIBILITY STUDY
Pace ES?
I mill
TABLE ES-1 PHASE II PLANING LEVEL COST ESTIMATE
PERMITTING AND WATER RIGHTS' $ 19,500
WELLHEAD MODIFICATIONS
Conversion of Well No. i to monitoring well $ 18,000
New Well Construction Costs
Drill new well on Well No. 1 site (12 in.) 600 ft. $ 80,000
Pump and installation (1000 gpm Vertical Turbine w/non- $ 55,000
reverse ratchet)
Pump House $ 45,000
Electrical $ 20,000
Infrastructure
Flowmeter $ 4,000
PRV/check valve $ 3,300
Back Pressure valve $ 2,600
Pump Control Valve $ 3,000
Valves/Fittings $ 8,000
SCADA $ 8,000
Dip Tube $ 500
Pressure Transducer $ 3,000
Transfer existing chlorination system $ 800
Subtotal $ 233,200
Professional Services
Hydrogeological oversite - includes pump test analysis $ 20,000
Engineering Services $ 42,000
Water quality testing $ 3,000
Subtotal $ 65,000
Contingency (20%) $ 63,240
Subtotal $ 407,940
ASR PILOT TEST $ 97,000
GROUNDWATER MODEL & WELLHEAD $ 50,000
MODIFICATIONS (If necessary)
PILOT TEST REPORT $ 34,000
TOTAL $ 579,94
'$28,500 total costs for permitting. $9000 authorized in contingency from
Phase I.
Full-Scale Implementation
To enable the development of a 6 mgd scheme capable of being used for up to 8
months, up to 10 wells would be required. Based on the City's desire to achieve full-
scale production within 10 years an incremental approach is recommended.
Specifically, the pilot test well would be converted to a full-scale ASR well followed by
CITY OF TIGARD
PHASE I - ASR FEASIBILITY STUDY
an additional well at that site. Subsequently, two wells could be drilled every 2-3 years
until the system is fully developed. Assuming the ASR permit is obtained without delay,
the first stage of the full-scale scheme could begin in the early part of 2003.
Approximately two wells every two years would need to be developed. Figure ES-2
shows the recommended schedule for full-scale implementation. This approach is
recommended for several reasons. First, the boundaries of the aquifer are uncertain at
this time. Development of each well will help determine these boundaries with little risk
to the City. Secondly, the flow characteristics of the aquifer can differ within short
distances, thus producing different yields. An incremental approach allows the City to
utilize ASR to their specific needs at that particular time. Should the City's contracts
with the City of Portland change drastically, the City may decide to limit the need for
ASR production. Finally, this approach will allow the City to implement the project
without a large upfront investment.
ASR Well Locations and System Phasing
As indicated above, 10 ASR wells will be required to meet the overall performance
objectives of ASR. These wells should be developed across the service area such that
each well site is limited to a maximum of two ASR wells, unless indicated otherwise via
pilot testing. Widespread spacing of ASR wells will reduce interference effects and will
minimize the risk to the system in the event of potential groundwater contamination.
Figure ES-3 shows the potential and possible ASR wells sites. We have identified sites
that are located in close proximity to the City's existing distribution system and where
possible are on City-owned property, or on property that is owned by other public
agencies amenable to well siting. The number of sites listed provides for some
redundancy in the event that the preferred sites are unavailable. Potential sites are
those that have the greatest likelihood of success for ASR. Possible ASR sites may
have reduced well yields and/or storage volumes may be lower because of less
favorable hydrogeological conditions.
Cost Estimate for Full Scale System
Cost estimates for Full Scale ASR development and implementation are listed in Table
E8-2. The costs are presented in increments with 5 stages to complete the ultimate 4-6
mgd ASR scheme. Cost estimates for full-scale implementation were calculated based
on the following assumptions:
Ultimate ASR production is 4-6 mgd - a total of 10 wells.
® The full scale system will involve the new well used for the pilot test, modifications to
existing well 2, and eight new ASR wells;
e Purchase of land and extended pipeline cost beyond minimal distance from the
existing distribution system is not included.
Costs are based on 2001 numbers.
CITY OF TIGARD
PHASE I - ASR FEASIBILITY STUDY
Page ES-5
TABLE ES-2 PHASE III COST ESTIMATE
Description'yy;';k r= ;,Cost's
PERMITTING $ 17,000
STAGE'1~DEVEL+'OP,~SECOIVD;WELL:~AT~WECL?Y~O~~yS/TE:
NEW WELL CONSTRUCTION COSTS (PER WELL)
Drill new well (12 in.) $ 80,000
Pump and installation (1000 gpm Vertical Turbine w/reverse ratchet) $ 55,000
Pump House $ 45,000
Electrical $ 20,000
Infrastructure
Flowmeter $ 4,000
PRV/check valve $ 3,300
Back Pressure valve $ 2,600
Pump Control Valve $ 3;000
Valves/Fittings $ _ 8,000
SCADA $ 8,000
Dip Tube $ 500
Pressure Transducer $ 3,000
Chlorination system $ 3,500
Subtotal $ 235,900
Professional Services
Hydrogeological oversite - includes pump test analysis $ 15,000
Water quality testing $ 3,000
Engineering Services $ 35,500
Subtotal $ 53,500
Contingency (20%) $ 57,900
TOTAL $ 347,300
IMPLEMENTATION, OPERATION AND MONITORING $ 6,400
STAGE 1 TOTAL S 370,70
STAGE}2 DDEVEL°QQ„SECOND WELL 4;T WECL
MODIFICATIONS TO WELL NO.2 $ 50,000
NEW WELL CONSTRUCTION COSTS $ 347,300
IMPLEMENTATION, OPERATION AND MONITORING $ 6,400
STAGE 2 TOTAL $ 403,70
$,T IgE3NDE,VE~OP,47W.Q.IWELILIS
NEW WELL CONSTRUCTION COSTS ($347,300 PER WELL) $ 694,600
IMPLEMENTATION, OPERATION AND MONITORING $ 6,400
STAGE 3 TOTAL $ 701,00
ST1'GE4DEVEEOPTWOxWEGL~S
NEW WELL CONSTRUCTION COSTS ($347,300 PER WELL) $ 694,600
IMPLEMENTATION, OPERATION AND MONITORING $ 6,400
STAGE 4 TOTAL $ 701,00
S,T GE35~` DEyEL"QP,;TW --'WEL.,'4 .
NEW WELL CONSTRUCTION COSTS ($347,300 PER WELL) $ 694,600
IMPLEMENTATION, OPERATION AND MONITORING S 6,400
STAGE 5 TOTAL S 701,0001
GRA'ND,TO.TA'L•,~,~~;'.,t $~2;8TrL, 0
CITY OF TIGARD
PHASE I - ASR FEASIBILITY STUDY
Based on 2001 rates and other reasonable assumptions, the cost to purchase water for
and operate ASR is approximately 45% less than costs to purchase water during peak
season. Table ES-3 shows the cost comparison.
TABLE ES-3 FULL-SCALE COST COMPARISON
G6:AMtci Pu,r'cl ase~W,,ate'r
Peak Season Water Purchase Rate (per ccf) $ 0.91
Demand (gpd) 6,000,000
Duration (days) 120
Total Costs $ 875,936
ASCos _
ASR Injection
OffSeason Water Purchase Rate (per ccf) $ 0.30
Pump Costs (per ccf) $
Storage Needed to Achieve 6 mgd Recovery 8,000,000
(Assumes 25% water loss) - gpd
Duration (days) 120
Subtotal $ 385,02
ASR Recovery
Peak Season Purchase Rate (per ccf) $
Pump Costs (per ccf) $ 0.10
Demand (gpd) 6,000,000
Duration (days) 120
Subtotal $ 96,25
Total Costs $ 481,283
Annual Savings $ 394,652
Cost Difference 45%
RECOMMENDATIONS
o At this stage it appears feasible to develop an ASR scheme using the Bull Mountain
basalt, as such the City should proceed with the development and implementation of
a pilot test plan;
o In view of the poor condition of Well No. 1 casing, a new production well should be
constructed at the Canterbury Lane site that is capable of being used for the ASR
Pilot test. The existing well should be converted to a multi-level monitoring well for
pilot testing.
o Before Wells No. 1 and 2 are used this summer, the well-heads should be modified
to enable a water level meter to be used to monitor the water levels in the two wells;
CITY OF TIGARD
PHASE I - ASR FEASIBILITY STUDY
Page ES-7
♦ In the period prior to the use of the wells, water levels in all of the City's wells should
be monitored on a weekly basis;
♦ Arrangements to access the Tigard High School and James Templeton Elementary
School wells for monitoring purposes should be put into place prior to the use of the
wells;
♦ Consultant should be notified prior to the use of the wells so that consultant staff can
be in attendance at the start up of the pumps to record (valuable) early time test
data;
During the subsequent period that the wells are used, water level measurements
should be taken in both the City's wells and adjacent observation wells and the
production totals should be noted. As far as possible, measurements should be
taken daily throughout the summer;
o Once additional monitoring is complete, the City should confirm how ASR fits in its
water supply strategy and identify its role in both short-term and long-term planning.
At that time, the City should proceed with the level of ASR that is commensurate
with its needs.
Development and implementation of the full-scale scheme should occur
incrementally over a 10 year period to allow better understanding of the aquifer
performance and allow the City to develop the project with little risk.
CITY OF rICaARD
PHASE I ASR FEASIBILITY STUDY
it SAW IMAI Page ES-8
piG~RE Es'~ _ -
pilot project
ASR Zno;
schedule Nov Der J~n
2002,u
t A
May jun
Feb Mar APT
2pp1 ug Sep Oct
fan
Dec
Nov
oct °
eb Mat APt may Jun du1 Aug $eP ` ° • . . r . ° °
Jan F ~ .
'tAS~NAME °
Qn etnent • • •
~ASIg►Ll'iy S'tQ ~ . °
PHASS i F d pro ect M 11 •
inatton
w a e ment plan ° •
1.0 ord °
t.IPtoeCtMana oats
t.2 Estab65h Pro eci Meettn s
Ke Pr Less Re ons
13 ter
t 4 Format Ps tuation
Suitab111t Characterization Eva1u
20Well i atlon _
9- attbttit uatt com
TO t{ dro eolo c
i
,o w.te, 4 h s
is and Plater ill
5.0 Pe 5 m inte ration
6.0 S 7 0 ASR lnt 1emQatlan itorin9~To be conducted b
8.0 Phase 1 Re l Wa1er j-eve% Mon
8.1 Additiona S~~1G
ck pqc2 P 1lttn .Q n
it ttlater R1 his
1.0 Pete' Modlitcatlon~ New Well
0 Wellhead
2
3.0 ASR P11ot Testln
de t Shaxedovm
C cte 2
r Rechat e
2 Stota e
3 p&Yet
4.0 PilTest Re °d
ot
FIGURE ES-2
Proposed ASR Development Schedule
2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013
W Sts".;F'`- !€i, • n^.Y?>v`.
E TIM g' 678'940'
PHASE 3 FULL SCALE ASR IMPLEMENTATION
PERMITTING
STAGE 1 - Convert Pilot Well to ASR Well and develop second 1-1.5 mgd
ASR well on Canterbury site
70,000
mg 120,3 1
STAGE 2 - Modify Existing Well No. 2 and develop second ASR 1.5.2.5 mgd
well at site
mg 200,535
2.5.4 mgd
STAGE 3 - Install two wells at appropriate site
$ 01,000
mg 3 0,856
A-5 mgd
STAGE 4 - Install two wells at appropriate site
ESTTMATEO-COSTS $701,000
-M-gBT- T4 =,7
5-6 mgd
STAGE 5 - Install two wells at appropriate site
$ 701.000
m9 $ 481 283
All costs are based on 2001 numbers Costs to purchase water are based on 0.91/cfs from JWC
' o
~ EXPLANATION - -
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54 Potential ASR Well Sites
Possible ASR Well Sites
.i iJ {•11..'!°d~'~ -~4rr~ l; 14 t f ~'I M'f 1=City Owned
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Mentor o, A\;t
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, ~r'. 250 ~ ~ I, i'i1~ :~l Vim'' l' `"'ry~ ~'~:i~ ~ ~ '"I:+'I iini ~~.F'• 'gyp 1'I so I
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/ r~`~1~~,. 'ti aJ... ',"?.5i(r' ~:'~6,~~ al;'I ~i: ~ l i~ :.i~~ • Y~• •EleRlen4ary
I 1j I~ Gpo' I 1 , . ~ !.I ~ 1 - ~ r~=`y N~rA _ -~'I it .~~u • ':`y1 t ~ - r~ $Ch001 I
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AGENDA ITEM # 3
FOR AGENDA OF July 17, 2001
CITY OF TIGARD, OREGON
COUNCIL AGENDA ITEM SUMMARY
ISSUE/AGENDA TITLE Review Right-of-Way and Sidewalk Maintenance
PREPARED BY: John Roy DEPT HEAD OK v te - CITY MGR OK
ISSUE BEFORE THE COUNCIL
Council's consideration of determining whether the Street Division shall perform a basic level of right-of-way
vegetation and sidewalk maintenance adjacent to city properties or should some other level of maintenance be
considered.
STAFF RECOMMENDATION
Staff recommends that Council direct staff to perform the basic level of right-of-way vegetation and sidewalk
maintenance adjacent to city properties.
INFORMATION SUMMARY
At the work session of June 19th, Council directed staff to re-analyze the previous proposals for right-of-way
maintenance and return to Council with the new analysis. Staff has carefully reviewed all cost's associated with
the right-of-way vegetation maintenance program for the FY 2000-2001. The program last FY2000-2001 consisted
of providing right-of-way vegetation maintenance on major and minor collectors and residential streets.
There were approximately 84,000 lineal feet (15.9 miles) of right-of-way that were maintained as one complete
maintenance cycle, with a total of 190,995 lineal ft. maintained (36.2 miles) through out the year. The per cycle
maintenance cost was approximately $22,700.00, with a total yearly cost of $61,300.00. The program last year
covered maintaining city property responsibility, properties adjacent to steep slopes or deep ditches, and properties
that were not being maintained by the property owners such as residential areas, school district property, railroad
right-of-way and state right-of-way (which was not taken care of by the state).
The current FY 2001-2002 basic right-of-way maintenance program will cover only those areas that are adjacent to
City properties, those properties that are adjacent to steep slopes or deep ditches, and state and railroad rights-of-
ways, which otherwise would not be cared for to our standard of maintenance. The current program will consist of
35,970 lineal ft. (6.8 miles) per complete maintenance cycle. The cost per maintenance cycle will be approximately
$10,800.00 with an estimate of $43,300.00 to $65,000.00 per year on a 4-6 cycle cost.
Staff has also estimated the costs for providing enhanced maintenance for Council consideration. For the purpose
of providing an example staff has selected Durham Rd.(north and south sides) to show enhancement estimates.
Currently it costs $1,832.00 to mow, weedeat, spray, and cleanup the 5,727 lineal feet along Durham Rd. per time
with about $3,664.00 being spent per year.
An enhanced program would look something like what follows:
IRRIGATION- $68,092. This would include labor, parts, materials, and 12 water meters (1 for each block section)
Pro's - Water available for any type of landscape design
Con's - Price of water. Issue's with water conservation. Vandalism to system.
GRASS - $13,300.00. This would include labor, grass seed,
Pro's- More aesthetically pleasing to the eye. Helps prevent soil erosion on slopes.
Con's- Needs irrigation. High maintenance.
Bark Dust- $13,300.00. This would include labor and 77 units of bark dust.
Pro's- Holds moisture. Reduces erosion. Keeps weeds down. Doesn't need watering.
Con's- Slopes will not hold bark in place during winter rain conditions. Bark will wash into the curb line and into
the storm drain. Must be replaced approximately every two years. Fire hazard.
In the final analysis the cost of performing basic right-of-way vegetation maintenance is approximately .32 cents
per lineal foot. If Council should decide to add any additional right-of-way work to the program the per lineal foot
cost should be added to the basic program cost of $65,000.00 to determine the new program cost. This cost does not
reflect the additional cost for enhancements.
OTHER ALTERNATIVES CONSIDERED
1. Reject staff recommendation
2. Chose to add additional right-of-way areas to work program.
3. Chose to select enhanced maintenance for areas specified by Council.
4. Give staff further direction.
VISION TASK FORCE GOAL AND ACTION COMMITTEE STRATE Y
The right-of-way vegetation maintenance management program falls within the parameters of the Council's "Tigard
Beyond Tomorrow" goal for Community Character and Quality of Life.
ATTACHMENT LIST
N/A
FISCAL NOTES
The Street Division budget for FY 2001/2002 was approved by Council for the amount of $976,701.00, which
includes $65,000.00 to fund at a basic service level the right-of-way vegetation maintenance program
\\TIG333\USR\DEPTS\ADM\CATHY\PACKCORR\RIGHT-OF-WAY JULY 17.DOC
lIn lu i
CU um u
Mr. Mayor lY`'tand City Council
City of Tigard
Subject: Item 3
July 17, 2001 Agenda
Ladies and Gentlemen:
We represent the property owners backing up to Durham Road.
We are disappointed with the staff recommendation to the City
Council as is doesn't really address the problems as we have pointed out to
you in the past.
We originally asked that all fully improved major collectors (Durham
is the only one) become the responsibility of the City for the maintenance as
well as the liability. The Staff's report to you tonight addresses some
maintenance of the right of way but does not address our problems.
We would like to suggest a compromise as follows:
The City to recognize that the sidewalks, curb and streets were designed and
built by the City of Tigard and they would therefore be responsible for the
maintenance and repair and the liability for said improvements.
If the City of Tigard will agree to the above then we will agree to maintain
the 15-foot planter strip as it now is without liability.
Thank you for listening and we hope that you could live with this
outline.
Paul E. Owen
Summerfield Liaison
i
AGENDA ITEM #
FOR AGENDA OF 7.17.01
CITY OF TIGARD, OREGON
COUNCIL AGENDA ITEM SUMMARY
ISSUE/AGENDA TITLE Potential Amendments to the Noise Ordinance - TMC Chapter 7.40 Article IV
PREPARED BY: Dick Bewersdorff DEPT HEAD OK ITY MGR OK
ISSUE BEFORE THE UNCIL
Should the City amend its noise ordinance?
STAFF RECOMMENDATION
Direct staff to draft an ordinance substantially revising the existing noise ordinance.
INFORMATION SUMMARY
The City's noise ordinance is cumbersome and difficult to administer because it requires measuring sound levels by
certified technicians using specified equipment. Also, the City is unable to enforce against short term unnecessarily
loud noises. The table setting the maximum sound levels is confusing, and the code provisions create uncertainty
about the length of time the noise must exist.
Amending the code to allow a subjective standard as well as an objective standard, to simplify the technical
standards, and to provide for exceptions rather than a permit system would create a process that would be easier
to administer and would provide for greater clarity for citizens.
OTHER ALT ERNATIVES CONSIDERED
1. Do not change the code. This would leave the present system, with identified problems, in place.
2. Amend the noise ordinance in a more piecemeal fashion rather than overhauling it totally.
VISION TASK FORCE GOAL AND ACTION COMMITTEE STRATEGY
N/A
n
ATTACHMENT LIST
1. Staff PowerPoint Presentation.
FISCAL NOTES
N/A
1:\curpln\dick\council items\noise ordinance amendments summary shect.doc
2-Jul-01
Dick Bewersdorff Attachment 9 July 2, 2001
POTENTIAL NO
ORDINANCE REVISI
Noise Ordinance:
(TMC 7.40.130 to 7.40.200)
Discussion Topic
o Background
+ Issues & Options
*Comments on Options
s Recommendations.
2
Background
♦ Ordinance is increasingly difficult minister
s More complaints
♦ Many complaints are difficult to resolve
e Council directed staff to pursue ordinance
changes.
3
Noise Ordinance Amendments Z
mill milli
Dick Bewersdorff July 2, 2001
Issues & Optio
o Modify existing code in same at or totally
overhaul
♦ Currently some uses allow greater n ' e
impacts
♦ Current system provides only measurable
objective standards (dB)
♦ Needs trained person
♦ Needs certified sound measuring device 4
♦ Needs to be on-site at the time of violation.
Issues & Optio Continued)
♦ Alternative is to add more subs ve standards
♦ Require more than one witness
o Use simpler descriptions of measurin de
and training
o Draft based on Hillsboro's code.
5
Issues & Optio Continued)
♦ Permits:
- No need unless allow standards
exceeded
- City can limit permits to certain situate ns
- May expand exceptions.
6
Noise Ordinance Amendments 2
Dick Bewersdorff duly 2, 2001
Issues & Optio Continued)
♦ Hours of operation constructio tc. :
- Construction, home operation o
exempted during certain hours
- Decide on whether to keep exemptio
- If exemptions, consider raising dB level
- Consider single time for exemptions.
7
Issues & Optio Continued)
♦ Who should enforce?
-Code enforcement personne
-Police
-Both.
8
Comments o tions for
Proposed Ordinan
o Responsibility for violations
o Technical standards
• Noise limits
• Prohibited noise
♦ Exceptions
o Evidence.
9
Noise Ordinance Amendments 3
IM MISS 111111 1
Dick Bewersdorff July 2, 2001
Responsibility for violatio
-Those who make or use low noise
- Currently only those who cause low _
- Making those responsible for no is an
property owner, gives City flexibility.
10
♦ Technical standards
-Simplify description of type easuring
equipment
-Qualifications for operation simpli d
-Existing definition difficult/impossible iven
state regulation changes.
11
s Noise limits
-Create both measurab subjective
standards
-Violating either will be a violati
-Objective standard eliminates nee to
measure for a period of time
-Current ordinance allows extremely to d
noise intermittently
- Proposal only concerned with location
where the sound is heard. 12
Noise Ordinance Amendments 4
IIN
Dick Bewersdorff July 2, 2001
4 Noise limits continue
-Current ordinance shou onsider both
where the sound is heard a roduced
-Subjective standards prohibits i as
follows:
*To noise sensitive units (residences,
hotels, schools, churches, day cares,
hospitals, nursing care)
*That are plainly audible at night
♦Unnecessarily loud. 13
*Prohibited Noise
- Ban of Jake brakes"
- Exception for emergencies
- List sounds that violate ordinan
- Prohibited only if exceed subjectiv or
objective limits
- List not exclusive - pertains to any so d.
14
o Exceptions
- Important section
-No noise permits
- If qualify for exception, no perm is
required
-Sporting events, non-amplified
- Emergency work or warning devices.
15
Noise Ordinance Amendments 5
111111111 awl 11111111M loll IMM01111 IMMIRMIN
Dick Bewersdorff July 2, 2001
♦ Exce tions continue
-Daytime activities (demo . ' n, construction,
domestic tools, chainsaws)
-Traffic
- Community events
- Maximum noise level for some excep ed
activities
-Consider each exemption and hours of
operation.
16
s Evidence
- Evidence required from a st two
persons for subjective
- (dB) for measurable standards.
17
Recommenda ' s (Continued)
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Noise Ordinance Amendments 6
Dick Bewersdorff July 2, 2001
Recommenda S (Continued)
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Noise Ordinance Amendments 7
Dick Bewersdorff July 2, 2001
Recommenda S (Continued)
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III 11=1~ M11111
b AGENDA ITEM # rJ
FOR AGENDA OF July 17, 2001
CITY OF TIGARD, OREGON
COUNCIL AGENDA ITEM SUMMARY
ISSLTE/AGENDA TITLE Community Partners for Affordable Housing Fee Reduction Request
PREPARED BY: Duane Roberts DEPT HEAD OK I-AL Y MGR OK
ISSUE BEFORE THE COUNCIL
Should the City grant Community Partners for Affordable Housing's (CPAH) request for a $10,000 fee reduction?
STAFF RECOMMENDATION
Council consider the written and oral testimony and decide as it sees fit regarding the request.
INFORMATION SUMMARY
The City presently provides tax abatement for affordable housing, but has no policy regarding fee reduction.
CPAH has requested the City provide $10,000 in fee relief for its new 26-unit Village at Washington Square
affordable housing project. The fee relief would allow the organization to reduce the rent on one three-bedroom
unit to a level affordable to a family earning 30% of median income. CPAH has also asked the City to consider the
adoption of a long term policy supporting fee reductions.
OTHER ALTERNATIVES CONSIDERED
Grant the request for $10,000 in fee relief.
Provide a lesser amount of relief.
Do not grant the request.
VISION TASK FORCE GOAL AND ACTION COMMITTEE STRATEGY
Growth Management Goal #3 states that "The City encourages and supports private sector programs to maintain
diverse and affordable housing". Strategies identified to achieve this goal include making incentive programs
available to providers of affordable housing units. These incentives include the waiver and property tax abatement
i for affordable housing projects or reduction of SDCs.
ATTACHMENT LIST
i Attachment I - Memo from Jim Hendryx concerning CPAH fee reduction request
Attachment 2 - CPAH letter dated May 17, 2001
Attachment 3 - CPAH letter dated June 15, 2001
Attachment 4 - Village at Washington Square project summary
Attachment 5 - City Attorney memo dated April 9, 2001
Attachment 6 - Council meeting minutes of September 19, 2000.
FISCAL NOTES
The amount requested by CPAH is $10,000. No funds have been budgeted to meet this cost. In order to meet
this request, General Fund revenues would need to be shifted from some as yet unidentified line item.
i/citywide/affordable. feereduction
Attachment 1
CITY OF TIGAIRD
Community Development
Shaping A Better Community
MEMORANDUM
CITY OF TIGARD
TO: Council
FROM: Jim Hendryx/~Vq&&
DATE: July 3, 2001
SUBJECT: CPAH Request for Fee Reductions for the Village at Washington Square
Community Partners for Affordable Housing (CPAH), the Tigard-based non-profit affordable
housing provider, has asked the City to consider reducing by $10,000 the fees that normally would
be imposed on its recently approved 26-unit Village at Washington Square affordable housing
project. A copy of the letter requesting the reduction is attached. According to CPAH Executive
Director Sheila Greenlaw-Fink, the fee reductions would allow one three-bedroom unit to rent at a
level affordable to a family with an income at 30% of median income vs. having to raise the rent to
a level affordable to family with an income at the 50% of median level. The request specifically
asks for reduction in Traffic Impact Fee, Park SDC, or building permit fees in that priority order.
The letter also asks the City to consider adopting a policy of fee reductions for affordable housing.
Metro Housing Policy
Current regional policy related to affordable housing is defined in the Regional Affordable Housing
Strategy Plan or RAHS. Adopted by Metro Council late last year, RAHS is intended to provide the
policy direction for local affordable housing objectives and strategies and the specific actions
needed by local governments and others to reach affordable housing production goals. This list
includes fee reductions and waivers.
The strategy's primary objective is to increase the supply of housing for the highest need
households: those earning 50% of median income. Within Washington County, the RAHS
identifies the highest need households as including the elderly, people with disabilities, farmworker
families, large families, recent immigrants, victims of domestic violence, single mothers, and ethnic
and racial minorities.
In addition to objectives and strategies, the RHAHS establishes affordable housing production
goals based on current and future affordable housing needs. The five-year production goal, sub-
totaled by jurisdiction, is 10% of the overall projected benchmark need for affordable housing.
Tigard's five-year goal is 320 units. The goal is non-binding, but its adoption imposes an obligation
on the City and other jurisdictions to promote affordable housing and to strive to meet the
quantitative goal.
1011I 11M 11110W 11plin
City Housing Policy
City Comprehensive Plan Policy 6.1.1 addresses housing and states that the City shall provide an
opportunity for a diversity of housing densities and residential types at various prices and rent
levels. In support of this policy, Tigard, since 1996, has provided a property tax exemption for low-
income housing owned and operated by CPAH. This allows CPAH to reduce rents.
In 1998, the City established a "community vision" goal of encouraging and supporting private
sector programs to rehabilitate existing, and develop new affordable housing (Growth Management
Goal #3). Strategies identified to achieve this goal include making incentive programs available to
providers of affordable housing units. These incentives include fee waivers and reductions and
property tax abatement.
At its July 25, 2000, meeting, Council considered the Regional Affordable Housing Strategy and its
list of potentially available tools that could be used by local jurisdictions to increase opportunities
for affordable housing and meet local production targets. Sheila Greenlaw-Fink, Community
Partners for Affordable Housing Director, participated in the Council discussion. Based on local
conditions and circumstances, she identified a top ten list of strategies for priority consideration.
These included the following:
• Density bonus
• Transfer of development rights
• System development charges
• Permit fees
• Property tax exemption
• Land cost and availability
• Local regulatory constraints and approval process
• Parking
• Enterprise foundation regional acquisition fund
• Real estate transfer tax
At the conclusion of its discussion, Council directed staff to return with further information on Ms.
Greenlaw-Fink's top ten list. At its August 19, 2000 meeting, Council discussed the list and asked
staff to schedule a follow-up meeting on this agenda item sometime after the election, when the
outcome of various funding-related ballot measures would be known. After the election, this
follow-up meeting was postponed indefinitely, until the ramifications of Measure 7 could be better
understood.
Current Tigard Contributions to Affordable Housing
Currently, except for federal Community Development Block Grants funds passed down by
Washington County, the City is the only county jurisdiction providing any financial assistance to
affordable housing projects. The City contributions include tax abatement for the Villa La Paz
Apartments, $8,574, and a single family dwelling on Tangela St, $446. Tax abatement for the
proposed Village at Washington Square, if provided, is projected at $6,140. In addition, the City
provides office space at 9020 SW Burnham St. rent free, valued at $16,840 per year. This totals to
$32,000 per year in tax abatement and rent relief for Community Partners for Affordable Housing.
Statewide, very few jurisdictions provide financial incentives to promote affordable housing.
11 0111= mommi
Legal Issues
The City attorney's office, in an April 2000 memo, commented on a request for special treatment
for affordable housing when the new park SDC fee schedule was before Council by recommending
against the granting of fee waivers or reductions for the park, and by extension, other SDCs. The
reason was that this would open the City to legal challenge from those who were not granted the
waiver. A copy of the memo in question is attached. It concludes "adopting a waiver would result
in substantial risk of expensive litigation, with no assurance (the City) would prevail".
While the memo recommends against waivers or reductions, it also refers to an alternative and
more legally defensible approach to helping affordable housing, should the City wish to provide
such help. This approach involves using general fund revenues to pay the SDC fees. According
to the memo, this method is consistent with current City codes and is less subject to legal
challenge. As recently confirmed by City Attorney Gary Firestone, a donation or transfer of funds
by the City is within the scope of its authority and is less fraught with legal concerns than an
outright fee waiver would be.
City Non-Profit Funding Procedure
The City annually reviews one-time "social funding requests" from non-profit agencies. This review
is included as part of the regular City budget process. The deadline for submitting requests is
February of each year. The Budget Committee policy is to set total events and social service
appropriations at 0.5% of the prior year's operating budget. The proposed 2001-02 budget, which
went to Council on June 12th, included a recommended budget that was $4,000 under the policy
limit. No formal or written guidelines or criteria have been put in place reviewing these "social
funding requests" requests.
CPAH did not follow this "social funding request" process because they understood that the City
did not want them to compete with other non-profits. Another reason is that CPAH wished the City
to consider adopting a policy of fee reductions for affordable housing.
Summary and Conclusion
CPAH has requested a $10,000 fee reduction on its 26-unit affordable housing project now
underway near Washington Square. CPAH also has asked the City to consider a policy of fee
reductions for affordable housing. According to the City attorney, the City could, via the general
fund, provide some fee relief for affordable housing without undue legal risk. Last year, Metro
adopted a Regional Affordable Housing Strategy that sets a non-binding five-year housing
production goal for Tigard of 320 units. City comprehensive plan policies and community vision
goals support and encourage affordable housing. Council has considered but taken no action
regarding the list of proposed local affordable housing promotion strategies included in the regional
report. Since 1996, the City has provided tax abatement for affordable housing.
In the absence of Council consideration of specific strategies and measures for implementing
Metro and City policy, staff has no clear basis for making a recommendation regarding the CPAH
request. Under the circumstances, the request should be considered on an ad hoc basis until a
formal affordable housing strategy is put into place. In the short term, staff recommends Council
consider the written and oral testimony and decide as it sees fit regarding the present fee reduction
request. If Council decides fee relief for this particular project is appropriate at the requested or
some other level, the City should use General Fund dollars to provide the relief, as recommended
0-11111 Els
by the City Attorney. The budget implication of this decision is that lost dollars would have to be
taken from other City operations. Staff has not considered and has no recommendation at this
time regarding where this shift in budget allocations should occur. The longer-term issue of
refining the City's affordable housing policies should be considered at some later date.
I/Irpn/d r/affordab lehous ing. ch pareq uest
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Attachment 2
0 P.O. Box 232o6 Tigard, OR 97281-3206
F O R A P P O R D A B L E N O U 9 1 N G. I N C. Tel: 503-968-2724 • Fax: 503-598-8923 . www.cpahinc.org
May 17, 2001
Mr. William Monahan, City Manager and
Mr. James Hendryx, Community Development Director
City of Tigard
13125 SW Hall Boulevard
Tigard, FOR 97223
Dear Bill and Jim:
This letter is to follow-up to our letter dated May 9, 2001. Community Partners for Affordable,
Housing would like to request that the City of Tigard approve one of the following fee reductions
for the Village at Washington Square.
With the recent $8,000 increases of Parrs System Development Charges as well as higher than
anticipated zoning costs, fees for this project have increased by almost $20,000, and total more
than $143,000. We are requesting that the City consider a waiver a $10,000 or 71/u of those fees.
A $10,000 reduction will mitigmte fee increases and allow us to maintain one 3-bedroom unit at a
rent level affordable to a very low-income family (at 30% of area median income vs. having to
raise the rent to a 50% level).
While we have ranked them in order of our preference, we understand the City's budget may
dictate which is most feasible.
e Preference 1: We ask that the City consider a reduction of $10,000 in the Traffic Impact
Fee on this project, or
0 Preference 2: Alternately, we ask that the City consider a reduction of $10,000 in the
Park System Development Charge, or
0 Preference 3: Alternately, we ask that the City consider a $10,000 reduction in building
permit fees.
We would litre the City to consider implementing fee reductions on aft affordable new
construction (lousing projects--of which we recognize there will be a limited number. The
importance of these fee reductions to the overall cost of such ojects has been well documented.
In the proposed Village at Washington Square, fees and SD s add $5,500 to the cost of each
unit. Jurisdictions such as Portland who waive over half of these ees are able'to ensure that more
and better quality affordable housing is available, making it possible for retail and service sector
employees to live near work, support their families and contribute to the community.
*Y
CM or TIC,4MD PACE TWO
CPAH's projects generate less vehicular trips, both because car ownership and number of trips is
lower than average, and because we target sites with access to jobs, transit and services.
Additionally, we incorporate recreational opportunities on-site. At our current project we have
incorporated 4 community center, play area and butterfly garden.
Again, as you consider these options as additional ways in which the City can impact affordable
housing production, we believe there are reasonable ways to limit the potential impact on City
budgets. Fee reductions could be capped at $10-25,000 per project and reductions could be
available only to projects serving households at less than 40-500/a of area median income. Given
the limited number of units being built, this would have a very limited impact on the City or
SDC revenue generation.
We appreciate all that the City has accomplished to date and the willingness to consider
additional tools. We took forward to hearing from you, and would be happy to provide additional
information at your request.
Sincerely,
Sheila Greeialaw-Fink
Executive Director
Attachment 3
® P.O. Box 23206 • Tigard, OR 97281-3206
FOR AFFORDABLE HOUSING, INC. Tel: 503-968-2724 . Fax: 503-598-8923 • www.cpahinc.org
June 15, 2001
Mr. William Monahan, City Manager and
Mr. James Hendryx, Community Development Director
City of Tigard
13125 SW Hall Boulevard
Tigard, OR 97223
Dear Bill and Jim:
We have put together some sample materials to help illustrate the issues discussed in our June 1
meeting. We hope this will help clarify the impact of our request to the City for limited fee
waivers on affordable housing projects. We want to reiterate that an overall policy on fee waivers
is our preference, rather than a case-by-case request. Much like tax abatement, this type of
incentive helps address the City's goal on affordable housing. We hope the City of Tigard will
continue to play a leadership role in Washington County on this issue, and look forward to
working with you to address these issues with other jurisdictions, including the County.
The samples provided are just that-each project is complex and unique, with multiple sources
of funding and different target populations. The amount of subsidy required to make a particular
project work is tied to the population targeted (income level, family size, age, special needs), the
level of rehabilitation needed to existing structures, and the nature of the construction challenge.
The charts we've attached respond to some of the questions you raised in the meeting-questions
commonly asked about affordable housing.
What is affordable housing? Household pays no more than 30 percent of its gross income on
rent plus associated housing costs (.e.g., utilities).
Income Targeting: In affordable rental housing, rents are targeted to households at particular
levels of area median income (AMI).
2001 HUD Area Median Income AMI
No. of 100% 30% 40% 50% 60%
People AMI AMI AMI AMI AMI
1 39,100 11,730 15,640 19,550 23,460
{ 2 44,700 13,410 17,880 22,350 26,820
3 50,300 15,090 20,120 25,150 30,180
4 55,900 16,770 22,360 27,950 33,540
5 60,400 18,120 24,160 30,200 36,240
6 64,800 19,440 25,920 32,400 38,880
No. of No. of Median 30% 40% 50% 60%
Bedrooms People Income AMI AMI AMI AMI
0 1 39,100 260 347 456 554
1 1.5 41,900 270 366 480 585
2 3 50,300 324 441 576 702
3 4.5 58,150 374 512 665 810
4 6 64,800 416 648 740 902
Assumptions: 1.5 people per bedroom; utility allowances $33, $44, $53, $62, & $70 respectively.
The above charts show 2001 ANN for different household sizes and rents that would be
affordable to households at these different levels of AMI. For homeownership programs it is
typically families at 80-120% of area median income, while for rental housing it is increasingly
those at 50% of area median income or below. For a family of 3, this would mean an income of
between $15,090 and $25,150 annually. Rents considered affordable to this family would need to
fall with $324-576 monthly range. To create or preserve housing at these rent levels requires a
variety of financial tools, illustrated in the next table.
What financial tools support affordable housing?
Goal of Tool Method Used Specific Examples
Improve first position (private debt) financing to ■ Lower interest rate ■ Oregon Affordable Housing Tax
allow more debt to be supported. • Higher loan to value ratio credit
• Extended loan tern
■ Reduced debt cover ratio DCR
Reduce operating expensestsubsidize Reduce operating expenses ■ Property tax abatement
operations to increase dollars available to Provide operating subsidies ■ Project-based section 8
support debt or reduce rents needed to cover
operations
Reduce cost to develop project Reduce City fees & charges • Reduce or waive fees and SDCs
■ Reduce land costs
■ Reduce design Wor construction
costs
Subordinate or Gap financing Fill gap between amount of private ■ Grants (CDBG)
debt that can be supported and total • Low interest, second position
development cost loans (HOME)
The above chart briefly summarizes some key goals in impacting affordability, and methods to
achieve them. For instance, the Oregon Affordable Housing Tax Credit is utilized by private
lenders on behalf of housing developers to effectively reduce the interest rate on private debt by
4%, thereby increasing the amount of debt an affordable complex can service. Property tax
abatement decreases annual operating expenses, thereby allowing us to serve lower-income
households (for whom we charge lower rents). Reduced or waived fees help "fill the gap"
between the private debt that can be supported and the cost to develop the project. There are a
limited number of ways to fill the gap in affordable housing projects, and local incentives are
critical.
Income 'T'argeting and Impact on Debt Service Capacity: The income levels of the
households that the project will serve determines the amount of private debt that the project can
support, which in turn determines the size of the gap that needs to be filled to make the project
feasible. Clearly, additional tools are needed to fill the gap when the project targets households
at lower incomes.
No. of Mo Rent at 60% Annual Mo Rent at 30-
nit Size Units AMI Rent 50% Annual Rent
tu& 1 554 6,648 260 3,120
1 BR/ 1 BA 2 585 14,040 270 6,480
1 BRI 1 BA 5 585 35,100 480 28,800
BRI 1 BA 5 702 42,120 513 30,780
BRt 11/2 BA 1 810 9,720 374 4,488
8R/ 11/2 BA 1 810 9,720 520 6,240
BR/ 11/2 BA 5 810 48,600 665 39,900
BR/2 BA 0 902 - 416 -
BR/2 BA 3 902 32,472 578 20,808
BR12 BA 3 902 32,472 740 26,640
Total 230,892 167,256
un Income 2,600 2,600
Total Gross Income 233,492 169,&%
Vacancy 5% 11,675 8,493
Adjusted Gross Income 221,817 161,363
Operating 91,445 91,445
01 130,372 69,918
Available for Debt Service at
debt cover ratio of 1.15: 113,367 60,798
How would a $10,000 fee waiver impact an affordable project, like the Village at
Washington Square? With a gap of $10,000 (for instance when Parks SDCs increased
recently), you need to be able to support additional private debt, typically done by raising rents,
or securing operating subsidies. To maintain lower rent levels, we simply cannot take on
additional debt. Depending on the developer's mission, and funders requirements, targeting may
not be flexible and changing the targeting at this later stage of the project may not be an available
option.
We have attempted to convey complex information in a few pages. Jill Sherman, our housing
development manager, would be happy to walk through this in a work session with staff or
council. This summer I will be taking a 3-month sabbatical, working part-time on specific
projects, and Jill will serve as our acting director. Q look forward to spending time with my 6-
year old this summer, and will be taking a few family trips). I will return full-time on September
17. While I am still available for meetings on a limited basis, I am certain that Jill, and our
finance consultant, Robin Boyce, can answer any questions you might have.
We look forward to working with you on this and other housing issues. Please let us know your
preference for proceeding on this issue. We would be happy to discuss your ideas for other ways
to present this information. Thank you in advance for your continuing assistance.
Sincerely,
Cam`
Sheila eenlaw-Fink
Executive Director
Attachment 4
Community Partners for
Affordable Housing, Inc.'
VILLAGE AT WASHINGTON SQUARE
11157 - 11163 SW Hall Boulevard, Tigard
Community Partners for Affordable Housing (CPAH) is a nonprofit affordable
housing developer-serving the Tigard-Tualatin area. CPAH provides safe and healthy affordable
housing along with support and skill building activities to low-income individuals and families in
our community. The Village at Washington Square represents CPAH's fourth development as an
organization, and will bring the total number affordable housing units owned by CPAH to 146. CPAH has
assembled a highly qualified team of development professionals to work on this new construction project.
The need for affordable multifamily rental housing in Washington County in general, and Tigard
specifically, is well documented. While Washington County is one of the fastest growing and most
prosperous counties in Oregon, an increasing number of residents do not benefit from this affluence -
over 20,000 families live below the poverty line. They are the bank tellers, shop clerks, secretaries and
other service, retail and manufacturing workers that support the growth of the Washington County
economy. Within Washington County, Tigard-Tualatin is one of the least affordable areas to live, despite
a large concentration of employment opportunities. The unfortunate reality is that many who work here
cannot afford to live here.
The Village at Washington Square will be a new construction development providing rental
housing affordable to a range of lower income households, with rents affordable to families at 30%, 45%
and 50% of the area median income.
The Design of the Village at
Washington Square includes three
residential buildings with a total of 26
dwelling units, and a community
building all arranged around a central _
s
courtyard/play yard. Over half of the `
units will be three and four bedroom
units, which will allow us to meet the
affordable housing needs of large
families. Eleven of the units will be
traditional apartments, while the other
15 will be townhouse style units with entrances on the second floor. The development will include 31
parking spaces. The development site contains 36,720 square feet and a single-family home on the
property that will be removed to allow the full site to be redeveloped. The development will include a
small green space with benches, a path and a butterfly garden.
The Community Centerwill be the focal point of the support, skill building and community
building activities offered to residents and will include a small computer center. Youth programs will
include homework mentoring, access to computers and high speed Internet, after-school crafts and story
hours and an eleven week Summer Youth Program. Adult programs will include Neighborhood Watch,
GED tutoring, access to computers and high speed Internet, job search mentoring and an Individual
Development Account Program.
MMMIM~ 1111111111MIM 1,11M
The Village at Washington Square will provide affordable housing for a minimum of sixty (60) years,
with maximum rents regulated by covenants on the property. Financing costs for the development will be
covered through partnerships with private investors, lenders, non-profit foundations, Washington County
and the State of Oregon:
Financial Partners
Parfift~t- ` Contnb~tttiictn :Types `
Washington County $ 487,700 HOME low interest loan &
Department of Housing CDBG Grant - AWARDED to development
Services
Oregon Housing and $100,000 * Housing Development Grant,
Community Services Dept. * plus Low Income Housing Tax Credits and
Oregon Affordable Housing Tax Credits -
AWARDED to development
Private Loan - lender to $ 975,391 20 year loan utilizing Oregon Affordable
be determined (estimated) Housing Tax Credits to reduce interest costs to
development
Private Equity - investor to $ 1,827,085 Equity investment in return for Low Income
be determined estimated Housing Tax Credits allocated to the investor
Equity by CPAH $ 49,000 Deferred fees, equity includes grant from First
Consumers National Bank
Total Deve'Io~ymeQtJ Aft, Development Team
P
Housing Development Center Development Consultant
Carlton Hart Architecture P.C. Architect
Seabold Construction General Contractor
Pinnacle Realty Management Company Property Manager
Preston Gates & Ellis Legal Counsel
Blume, Loveridge & Co. Audit Services
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~'IHT a ert b,:bbrM KHMlb UREW CUKK1C''- F'.
Attachment 5
CIS
CAW
CORRIGAN &
BACHRACH, UP
ATTORNEYS AT LAW
tmKw.xo~a~a MEMORANDUM
r~,aa~sr~
TO: Tigard City Council
William A. Monahan, City Manager
FROM: Timothy V. Ramis, Gary Firestone, City Attorney's Office
DATE: April 9, 2001
RAE: Waiving or Reducing Parks System Development Charge
BACKGROUND
The City currently has a Parks SDC and is considering revisions to the Parks SDC rates. An affordable
housing group has asked the Chyto consider reducing, waiving, or deferring` the Parks SDC for projects
that qualify as affordable housing,
ISSUES
What concerns should the City have concerning adopting provisions that would allow waiver of Parks
SDCs for affordable housing projects?
i
{ ANSWER
r
If the City adopts a waiver of Parks SDC charges for affordable housing, the risk of litigation by other
developers is increased. Other developers could challenge a waiver on statutory, equal protection, or
takings grounds.
r
I .
I
'To avoid unnecessarily long and confusing sentences, the rest ofthis memorandum will refer
only to "waiver." "Waiver" will include total, partial, temporary, and/or permanent waiver.
r1HT e.:s • e1 bS:O(F'M KHMIS I.KtW WKKIVHN H..1
Memorandum re: Parks SDC Waiver, Reduction, Deferral for Affordable Housing
April 6, 2001
Page 2
ANALYSIS
Developers have challenged SDCs at the local level on a wide variety of grounds. We are unaware of
anylitigation on the particular issue ofwaivers for affordable housing, although the issue has been at least
discussed when other local governments have considered adopting some type of favorable treatment for
affordable housing providers.
Litigation Considerations
If the City adopts a waiver for affordable housing and that waiver is challenged, the City would have to
expend substantial sums in litigating the sum. A legal challenge is likely to cost the City far more in legal
fees than Would be saved by any affordable housing waivers. While the City may have arguments that
waivers are justifiable and legal (see below), there is a likelihood that a court would rule against the City,
which would create event greater financial consequences for the City. It might have to pay damages and
might have to refund SI)Cs to developers.
Sttutorry Argument
One legal argument that could be made against waivers for affordable housing is that the state statutes
require uniformity and require that developers pay an equitable share. ORS 223.304(1) requires that:
"The methodology shall promote the objective of futuxe system users contributing no more than an
equitable share to the cost of existing facilities." The statutory framework does not specifically prohibit
SDC waivers, deferrals or reductions. However, developers could argue that the intent of the statutory
scheme is to impose uniformity by limiting the discretion of local governments with respeetto how SDCs
are structured. ORS 223.304(1) and the rest of the SDC statutes can be interpreted as requiring equitable
treatment for developers. However, a proponent of waivers would argue that as long as those who do
pay are required only to pay an equitable share, the system complies with the statutory requirement: The
problem with this argument is that the actual cost of the infrastructure to be paid by SDCs does not go
down by the amount of the waiver granted, If the lost revenue is recaptured by increasing the costs to
SDC payers, then the "equitable share" principle of the statute is violated. A city could avoid this
problem by using general fund revenues to mare up for money lost to waivers; however, the net financial
result to the City would be the same as giving general fund grants to affordable housing projects.
Issues Arising Under e EquWProtection Clause of the U.S. Constitution
Developers could argue that exempting certain classes of developers from SDCs violates the Equal
Protection Clause of the U.S. Constitution, by impermissibly treating developers of non-affordable
housing differently from developers of affordable housing. The test for validity under the Equal
smog
i'iHr c~ eri r~~•errrr Ktur15 l.Ktw l.l/KKIGHN N.4
Memorandum re: Parks SDC Waiver, Reduction, Deferral for Affordable Housing
April 6, 2001
Page 3
Protection Clause, when no fundamental rights or suspect classes are implicated, is whether a distinction
that results in differential treatment rationally furthers legitimate governmental interests. Fostering
affordable housing would likely be found to be a legitimate governmental interest. Advocates of
affordable housing would likely argue that an SDC waiver rationally furthers that interest.
If developers pursue an equal protection argument, they may argue that a different standard should be
involved because their basic property rights are involved. The current U.S. Supreme Court may be open
to this argument. A reduction for affordable housing that is made up for from general tax revenues rather
than from increased SDCs has a good chance of surviving even under a more stringent standard, but this
again requires substantial expenditure from general fund revenues.
Issues AjasirigUndex the a i gs Clause of the U.S. Constitution
The strongest challenge would likely be that an SDC waiver for affordable housing results in a "taking"
in violation of the U.S. Constitution. This concern arises because affordable housing waivers could result
in a less perfect fit between the impact of new developments that pay the SDC and the amount of the
SDC. If SDCs were increased to offset any affordable housing waiver, a strong argument could be biade
by developers that they are being forced to bear a burden that should be shared by all and that the
requirement to pay even higher SDCs is a taking. While courts have never accepted that a requirement
to pay is a taking, the argument is a strong one and would appear to be a logical extension from recent
Supreme Court decisions. However, if the waiver does not result in an increase in SDCs but instead is
made up for from general fund proceeds, the developers' argument loses most, ifnot all, of its legal basis.
Need mA=ad Code
The Municipal Code neither prohibits nor expressly permits waivers for affordable housing. If the City
decides to allow waivers, it should amend the code and include the waiver as part of the code.
CONCLUSION
While the City may be able to legally justify waivers for affordable housing, adopting a waiver would
result in a substantial risk of expensive litigation, with no assurance it would prevail.
GAgffingudlaffiouswaivc.wpd
cc to Dwayne Roberts 5/23/01
Attachment 6
were in favor of the staff recommendations. Council members indicated that they
were in favor. The direction to support the staff recommendations was unanimous.
9. DISCUSSION OF AFFORDABLE HOUSING STRATEGIES
Staff Report and Discussion: Community Development Director Jim Hendryx gave a
presentation on the "Top Ten Affordable Housing Strategies." Topics covered in Mr.
Hendryx's presentation included:
Density Bonus
e Transfer of Development Rights
♦ System Development Charges
Permit Fees
o Property Tax Exemption
Land Cost and Availability
♦ Local Regulatory Constraints and Discrepancies in Planning and Zoning
Codes/Local Permitting or Approval Process
♦ Parking
o Enterprise Foundation Regional Acquisition Fund
Real Estate Transfer Tax
A copy of Mr. Hendryx's PowerPoint presentation is available at the City Recorder's
office.
Councilor Scheckla asked how quickly the Council needed to act on the
recommendations to promote affordable housing. Mr. Hendryx responded that
Finance Director Craig Prosser suggested that the Council wait until the November
election results were available, since some of the issues on the ballot may impact the
City. Councilor Scheckla suggested the Council revisit the issue after election results
are known. Assistant to the City Manager Liz Newton proposed that Mr. Hendryx
return to the Council with a list of prioritized recommendations in late November or
early December. Councilor Scheckla stated that he would like to know the budgetary
impact of the recommendations.
Mr. Hendryx introduced Sheila Greenlaw-Fink from Community Partners for
Affordable Housing (CPAH). Ms. Greenlaw-Fink stated that she hoped the Council
would not delay action on the affordable housing incentives until the November
election. She stated that CPAH needed to move forward on projects now or
opportunities may be lost. She identified some limited cost items such as: tax
abatement, permit fee incentives, and advocating for affordable housing at the County
COUNCIL MEETING MINUTES - SEPTEMBER 19, 2000 - PAGE 8
level. Ms. Greenlaw-Fink pointed out that the financial impact of many of the options
was nominal.
Councilor Patton asked if CPAH had a specific project in mind that will be coming
before the Council prior to the November election. Councilor Patton pointed out that
the State and County will also be affected by the November elections. She stated that
this was an inopportune time to try to influence these jurisdictions. She continued by
saying that although supportive of affordable housing, the Council has to take into
account the potential repercussions to the City. Councilor Scheckla and Mayor
Griffith concurred with Councilor Patton.
Mr. Hendryx concluded by saying that the goal of the presentation was to get Council
direction. Ms. Newton summarized by confirming that Mr. Hendryx would return to
Council with a list of prioritized recommendations, along with the cost impact and a
description of the process involved in implementing each recommendation.
10. COUNCIL LIAISON REPORTS: None
11. NON-AGENDA ITEMS: None
12. ADJOURNMENT: 9:54 p.m.
Attest: Greer A. Gaston, Deputy City Recorder
Mayor, City of Tigard
Date:
I:\ADM\CATHY\CCA\000919.D0C
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COUNCIL MEETING MINUTES - SEPTEMBER 19, 2000 - PAGE 9
NONE
h
AGENDA ITEM #
FOR AGENDA OF July 17, 2001
CITY OF TIGARD, OREGON
COUNCIL AGENDA ITEM SUN MARY
ISSUE/AGENDA TITLE Review Potential Amendments to the Tigard Municipal Code - Titles 1 and 2
PREPARED BY: C. VVheatlevV DEPT HEAD OK _ TY MGR OK U/V4
ISSUE BEFORE THE COUNCIL
Review and discuss potential amendments to the Tigard Municipal Code (TMC) - Titles I and 2.
STAFF RECOMMENDATION
Review the sections outlined in the attached memorandum and direct staff with regard to preparation of proposed
amendments to the TMC.
INFORMATION SUMMARY
Attached is a memorandum from City Recorder Cathy Wheatley outlining proposed policy discussion or suggested
revisions to selected sections of TMC Titles 1 and 2.
OTHER ALTERNATIVES CONSIDERED
Discussion only.
VISION TASK FORCE GOAL AND ACTION COMMITTEE STRATEGY
N/A
ATTACHMENT LIST
I . Memorandum with Exhibit A & B outlining the proposed policy discussions or suggested revisions to
TMC Titles I and 2.
2. Current Code pages for the sections under review.
FISCAL NOTES
N/A
I:\ADM\CITY COUNCIUCOUNCIL AGENDA ITEM SUMMARIEWIVIC TITLES 1 AND 2.DOC
moll 11=1 11111
Exhibits A
MEMORANDUM
TO: Honorable Mayor & City Council
FROM: Cathy Wheatley, City corder
RE: Tigard Municipal Code Update - Titles land 2
DATE: July 3, 2001
Attached are descriptions of sections of Tigard Municipal Code (TMC) Titles 1 and 2,
which were assigned to me to present to the City Council for review and to determine if
changes are needed.
Attorney Gary Firestone has reviewed these Code sections and we have discussed the
potential revisions or need for policy discussion on the pages that follow. (Exhibit A)
These sections, as they currently appear in the TMC for Titles 1 and 2, are attached for
your reference. (Exhibit B)
Attachments
f
71
Proposal No. 1
Section 1.01 Code
Current Language:
1.01.010 Adoption.
The codification of general ordinances of the City of Tigard as prepared and published
by Book Publishing Company of Seattle, Washington, a bound copy thereof being hereto
attached and by reference made a part hereof, is adopted and enacted as the "Tigard Municipal
Code of 1972" and may be cited as such in all proceedings within the purview thereof. (Ord. 72-
61 §1, 1972).
Proposed Revision:
1.01.010 Title
The Tigard Municipal Code is adopted as the official city code of the city of
Tigard. The code shall be cited as the "Tigard Municipal Code," published under
general authority of the city council and maintained as provided in this chapter by the
city recorder.
n
H
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Proposal No. 2
Add the following paragraph to Section 1.01
1.01.080 Editing of Code
In preparing the codified editions of ordinances for publication and distribution the
City Recorder shall not alter the sense, meaning, effect or substance of any ordinance,
but, with such limitations, may renumber sections and parts of sections of the
ordinances, change the wording of headings, rearrange sections, change reference
numbers to agree with renumbered chapters, sections or other parts, substitute the
proper subsection, section or chapter or other division numbers, strike out figures or
words that are merely repetitious, change capitalization for the purpose of uniformity,
and correct manifest clerical or typographical errors.
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Proposal No. 3
Current Language:
1.01.060 Constitutionality.
If any section, subsection, sentence, clause or phrase of this Code is for any reason held
to be invalid or unconstitutional, such decision shall not affect the validity of the remaining
portions of this Code. The council declares that it would have passed this Code, and each
section, subsection, sentence, clause and phrase thereof, irrespective of the fact that any one or
more sections, subsections, sentences, clauses or phrases had been declared invalid or
unconstitutional, and if for any reason this Code should be declared invalid or unconstitutional,
then the original ordinance or ordinances shall be in full force and effect. (Ord. 72-61 §6, 1972).
Proposed Revision:
Attorney Firestone recommends the last clause of the last sentence be deleted. (Noted
by lu ~ kethFeagh.)
1.01.060 Constitutionality.
If any section, subsection, sentence, clause or phrase of this Code is for any reason held
to be invalid or unconstitutional, such decision shall not affect the validity of the remaining
portions of this Code. The council declares that it would have passed this Code, and each
section, subsection, sentence, clause and phrase thereof, irrespective of the fact that any one or
more sections, subsections, sentences, clauses or phrases had been declared invalid or
unconstitutional, ,
then-t#8erigia . (Ord. 72-61 §6, 1972).
Proposal No. 4
Current Language:
Chapter 1.12 INITIATIVE AND REFERENDUM.
1.12.010 Adoption of state law.
Except as provided in this chapter, the general laws of the state concerning initiative and
referendum shall apply for any initiative or referendum of a city measure. (Ord. 95-09)
1.12.020 Appeal of one subject determination.
Any elector dissatisfied with a determination of the city elections officer under ORS
250.070(1) may petition the City Council seeking to overturn the determination of the city
elections officer. If the elector is dissatisfied with a determination that the initiative measure
meets the requirements of section 1 (2)(d), Article IV of the Oregon Constitution, the petition
must be filed with the city elections officer not later than the seventh business day after the
ballot title is filed with the city elections officer. If the elector is dissatisfied with a determination
that the initiative measure does not meet the requirements of section 1 (2)(d), Article IV of the
Oregon Constitution, the petition must be filed with the city elections officer not later than the
seventh business day after the written determination is made by the city elections officer. The
review by the City Council shall be the first and final review, and shall be conducted
expeditiously to insure the orderly and timely circulation of the petition. (Ord. 95-09)
1.12.030 Procedure for elector dissatisfied with ballot title for city measure.
Any elector dissatisfied with a ballot title filed with the city elections officer by the city
attorney or the city governing body, may petition the City Council seeking a different title and
stating the reasons the title filed is insufficient, not concise or unfair. The petition shall be filed
with the city elections officer not later than the seventh business day after the title is filed with
the city elections officer. The City Council shalt review the title and measure to be initiated or
referred, hear arguments, if any, and certify to the city elections officer a title for the measure
which meets the requirements of ORS 250.035 and 250.039. The review by the City Council
shall be the first and final review, and shall be conducted expeditiously to insure the orderly and
timely circulation of the petition or conduct of the election at which the measure is to be
submitted to the electors. (Ord. 95-09). 0
Proposed Council Policy Discussion
Until 1995, the City of Tigard followed all provisions of state law for Initiatives and
Referendums. In 1995, Council added 1.12.020 and 1.12.030. At the time, council
thought this would expedite the process for a dissatisfied elector by having the council
review the issue rather than the court.
A second suggested policy discussion pertains to signature gathering deadlines.
For initiative petitions, 15% of Tigard registered voters are required to sign a petition in
order for the matter to be placed on the ballot (10% for referendum). While the number
of signatures is a Constitutional requirement, a policy decision can be made to set
procedural rules about the deadline for submitting signatures. Novi, petitioners can file
the signature petitions and keep adding to the signatures until enough have been
certified. For State initiative petitions, petitioners must submit enough qualified
signatures at the time they file the petition (which also locks them into an election date).
If there are not enough signatures, then the petitioners must start over. Does the
Council want to consider a procedural rule similar to the State?
s
Proposal No. 5
2.40 Nominating Procedures (Mayor & Council Candidates)
Council Policy Discussion
Council members are nominated through the petition process defined by state statute.
In order to be nominated as a candidate for Mayor or Council, Tigard follows state
statute for nomination by petition and collection of signatures. (Signatures must be
gathered from 1 % of the number of voters who cast ballots at the last election where a
governor was elected.) Another method is to file a form (no signatures required),
"Declaration of Candidacy."
Proposal No. 6
Current language:
2.56.010 Recorder - Appointment and Removal
2.56.010 Appointment and removal.
The office of recorder of the city of Tigard, as provided by Section 10 of Chapter III of the
Charter, shall be filled by appointment by the mayor with the consent of the council and shall be
upon the advice of the city administrator. The recorder shall be appointed solely on the basis of
qualifications and experience and without regard to political considerations. Appointment and
removal of the recorder by the mayor shall be upon the advice of the city administrator and
require the prior consent of a majority of the full council recorded at a public meeting. Cause
shall not be required for removal of the city recorder, except for that employee serving as the
incumbent city recorder as of the effective date of ordinance 86-64. (Ord. 86-64 §1, 1986; Ord.
86-11 §7,1986: Ord. 84-06 §3,1984).m
Proposed changes:
1. Change "city administrator" to "city manager" where appropriate.
2. Change the wording so that the recorder is appointed and removed upon the advice of
the city manager and the consent of the majority of council.
3. Remove the wording in the last sentence referring to the incumbent, since Loreen Mills
was the incumbent at the time this was written and this phrase is no longer needed.
Proposal No. 7
Current Language:
2.60.010 City Attorney
2.60.010 Appointment and removal.
The city attorney shall be appointed by the mayor with the consent of the council. The
attorney shall be appointed solely on the basis of qualifications and experience and without
regard to political considerations. Appointment and removal of the attorney by the mayor shall
require the prior consent of a majority of the full council recorded at a public meeting. Cause
shall not be required for removal of the city attorney. (Ord. 86-11 §9, 1986: Ord. 84-06 §4,
1984).®
Proposed changes.
1. Change the wording so that the city attorney is appointed and removed with the consent
of the majority of council.
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I:=MICITY COUNCILICOUNCIL AGENDA ITEM SUMMARIESITMC AMEND -ATTACH 1 MEMO.DOC
Exhibit B
TIGARD MUNICIPAL CODE
Chapter 1.01 CODE. amendments, corrections or additions heretofore
or hereafter enacted by the city of Tigard. (Ord.
Sections: 72-61 §2, 1972).
1.01.010 Adoption. 1.01.030 Title, chapter and section
1.01.020 Designations and references. headings.
1.01.030 Title, chapter and section
headings. Title, chapter and section headings contained
1.01.040 Reference to specific herein shall not be deemed to govern, limit,
ordinances. modify or in any manner affect the scope,
1.01.050 Effect on past actions and meaning or intent of the provisions of any title,
obligations. chapter or section hereof. (Ord. 72-61 §3, 1972).
1.01.060 Constitutionality.
1.01.070 Effective date. 1.01.040 Reference to specific
ordinances.
1.01.010 Adoption.
The provisions of this Code shall not in any
The codification of general ordinances of the manner affect matters of record which refer to, or
City of Tigard as prepared and published by Book are otherwise connected with ordinances which
Publishing Company of Seattle, Washington, a are therein specifically designated by number or
bound copy thereof being hereto attached and by otherwise and which are included within the
reference made a part hereof, is adopted and Code, but such reference shall be construed to
enacted as the "Tigard Municipal Code of 1972" apply to the corresponding provisions contained
and may be cited as such in all proceedings within within this Code. (Ord. 72-61 §4, 1972).
the purview thereof. (Ord. 72-61 § 1, 1972).
1.01.050 Effect on past actions and
1.01.020 Designations and references. obligations.
In any prosecution for the violation of any. Neither the adoption of this Code nor the
provisions of the Tigard Municipal Code, or in repeal or amendments hereby of any ordinance or
any legal proceeding within the purview thereof, it part or portion of any city ordinance shall in any
shall be sufficient to refer to the applicable title, manner affect the prosecution for violations of
chapter, section or subsection of the Tigard ordinances, which violations were committed
Municipal Code, and all such references shall prior to November 8, 1972, nor be construed as a
apply to the applicable numbered title, chapter, waiver of any license, fee or penalty at November
section or subsection as it appears in the Tigard 8, 1972, due and unpaid under such ordinances,
Municipal Code. nor be construed as affecting any of the provisions
of such ordinances relating to the collection of any
Any ordinance adding to, amending, such license, fee or penalty, on the penal
correcting or repealing all or any portion of a provisions applicable to any violation thereof, nor
section of the Code shall refer to and designate the to affect the validity of any bond or cash deposit
applicable title, chapter, section or subsection of in lieu thereof required to be posted, filed or
the Tigard Municipal Code, and whenever deposited pursuant to any ordinance and all rights
reference is made to any portion of the Code, the and obligations thereunder appertaining shall
reference shall apply and be applicable to continue in full force and effect. (Ord. 72-61 §5,
1-01-1 Reformatted 1994
T'IGARD MUNICIPAL CODE
1972).
1.01.060 Constitutionality.
If any section, subsection, sentence, clause or
phrase of this Code is for any reason held to be
invalid or unconstitutional, such decision shall not
affect the validity of the remaining portions of this
Code. The council declares that it would have
passed this Code, and each section, subsection,
sentence, clause and phrase thereof, irrespective
of the fact that any one or more sections,
subsections, sentences, clauses or phrases had
been declared invalid or unconstitutional, and if
for any reason this Code should be declared
invalid or unconstitutional, then the original
ordinance or ordinances shall be in full force and
effect. (Ord. 72-61 §6, 1972).
1.01.070 Effective date.
The ordinance codified in this chapter, and
the Tigard Municipal Code of 1972, hereby
adopted, shall be and shall become effective on
and after the thirty-first day of the adoption of the
ordinance codified in this chapter by the council
and approval by the mayor. (Ord. 72-61 §7,
1972).M
1-01-2 Reforniatted 1994
TIGARD MUNICIPAL CODE
Chapter 1.12 INITIATIVE AND circulation of the petition. (Ord. 95-09)
REFERENDUM.
1.12.030 Procedure for elector
(Chapter 1.12 repealed and replaced by Ord. dissatisfied with ballot title for
95-09). city measure.
Sections: Any elector dissatisfied with a ballot title
filed with the city elections officer by the city
1.12.010 Adoption of state law. attorney or the city governing body, may petition
1.12.020 Appeal of one subject the City Council seeking a different title and
determination. stating the reasons the title filed is insufficient, not
1.12.030 Procedure for elector concise or unfair. The petition shall be filed with
dissatisfied with ballot title for the city elections officer not later than the seventh
city measure. business day after the title is filed with the city
elections officer. The City Council shall review
1.12.010 Adoption of state law. the title and measure to be initiated or referred,
hear arguments, if any, and certify to the city
Except as provided in this chapter, the general elections officer a title for the measure which
laws of the state concerning initiative and meets the requirements of ORS 250.035 and
referendum shall apply for any initiative or 250.039. The review by the City Council shall be
referendum of a city measure. (Ord. 95-09) the first and final review, and shall be conducted
expeditiously to insure the orderly and timely
1.12.020 Appeal of one subject circulation of the petition or conduct of the
determination. election at which the measure is to be submitted to
the electors. (Ord. 95-09).
Any elector dissatisfied with a determination
of the city elections officer under ORS 250.070(1)
may petition the City Council seeking to overturn
the determination of the city elections officer. If
the elector is dissatisfied with a determination that
the initiative measure meets the requirements of
section 1 (2)(d), Article IV of the Oregon
Constitution, the petition must be filed with the
city elections officer not later than the seventh
business day after the ballot title is filed with the
city elections officer. If the elector is dissatisfied
with a determination that the initiative measure
does not meet the requirements of section 1 (2)(d),
Article IV of the Oregon Constitution, the petition
must be filed with the city elections officer not
later than the seventh business day after the
written determination is made by the city elections
officer. The review by the City Council shall be
the first and final review, and shall be conducted
expeditiously to insure the orderly and timely
1-12-1 Rev. 05123195
TIGARD MUNICIPAL CODE
Chapter 2.40 NOMINATING PROCEDURE. (2) Within five days after the filing
deadline, the city recorder shall verify the
Sections: signatures and shall provide a form to the nominee
stating that the correct number of signatures have
2.40.010 Petition--Form. been submitted and that the signatures are valid;
2.40.020 Nomination acceptance-Form- and
Furnished by city recorder.
2.40.030 Filing dates-Mayor. (3) Within five days after receipt of the
2.40.040 Filing dates-City council, form from the city recorder verifying the petition,
2.40.050 Filing dates-Extension in case the nominee shall accept or decline the
of weekend or holiday. nomination, and if the nominee is a councilperson
whose term would be concurrent with that of
2.40.010 Petition-Form. mayor, the nominee shall submit a letter of
resignation as required by the Charter. (Ord. 86-
The form of nominating petition for all 06 §1, 1986; Ord. 84-05 §1 (a), 1984).
candidates for elective positions within the city
shall substantially conform to the form designated 2.40.040 Filing dates--City council.
by the Secretary of State. (Ord. 86-05 § 1, 1986:
Ord. 64-19 §1, 1964). The filing deadline for a city council position
shall be eleven days preceding the date the city
2.40.020 Nomination acceptance-Form-- recorder is required by law to transmit to the
Furnished by city recorder. county clerk a list of the offices to be filled and
the names of the persons to appear on the ballot;
The city recorder is authorized and directed and:
to furnish, upon nomination of a candidate for
elective positions within the city, a notification of (1) Within five days after the filing
nomination and acceptance of nomination form deadline, the city recorder shall verify the
conforming to "Exhibit A." (Ord. 86-05 §2, 1986: signatures and shall provide a form to the nominee
Ord. 64-19 §2, 1964). stating that the correct number of signatures have
been submitted and that the signatures are valid;
2.40.030 Filing dates-Mayor. and
Except as otherwise provided by this section, (2) Within five days after receipt of the
the fling deadline for all persons filing for the form from the city recorder verifying the petition,
position of mayor shall be the thirty first day the nominee shall accept or decline the
preceding the date the city recorder is required by nomination. (Ord. 84-05 § 1(b), 1984).
law to transmit to the county clerk a list of the
offices to be filled and the names of the persons to 2.40.050 Filing dates-Extension in case
appear on the ballot; and of weekend or holiday.
(1) At the time of filing, any councilperson In the situation where one of the dates listed
filing for mayor whose term would overlap with in Sections 2.40.030 and 2.40.040 falls on a
that of mayor shall submit a resignation in the weekend or legal holiday, the time for filing shall
form required by the Charter; and be extended to 4:00 p.m. on the following
workday; however, this extension shall not change
2-40-1 Reformatted 1994
TIGARD MUNICIPAL CODE
any of the other prescribed dates. (Ord. 84-05 §2,
1984).2
240-2 Reformatted 1994
TIGARD MUNICIPAL CODE
Chapter 2.56 RECORDER.
Sections:
2.56.010 Appointment and removal.
2.56.010 Appointment and removal.
The office of recorder of the city of Tigard,
as provided by Section 10 of Chapter III of the
Charter, shall be filled by appointment by the.
mayor with the consent of the council and shall be
upon the advice of the city administrator. The
recorder shall be appointed solely on the basis of
qualifications and experience and without regard
to political considerations. Appointment and
removal of the recorder by the mayor shall be
upon the advice of the city administrator and
require the prior consent of a majority of the full
council recorded at a public meeting. Cause shall
not be required for removal of the city recorder,
except for that employee serving as the incumbent
city recorder as of the effective date of ordinance
86-64. (Ord. 86-64 §1, 1986; Ord. 86-11 §7,1986:
Ord. 84-06 §3, 1984).W
2-56-1 Reformatted 1994
7~
TIGARD MUNICIPAL CODE
Chapter 2.60 CITY ATTORNEY.
Sections:
2.60.010 Appointment and removal.
2.60.010 Appointment and removal.
The city attorney shall be appointed by the
mayor with the consent of the council. The
attorney shall be appointed solely on the basis of.
qualifications and experience and without regard
to political considerations. Appointment and
removal of the attorney by the mayor shall require
the prior consent of a majority of the full council
recorded at a public meeting. Cause shall not be
required for removal of the city attorney. (Ord.
86-11 §9,1986: Ord. 84-06 §4,1984).m
2-60-1 Reformatted 1994
fl
City Elections Published by Phil Keisling Telephone (503) 986-1518
Elections Division Secretary of State Fax (503) 373-7414
141 State Capitol TTY (503) 986-1521
Salem, OR 97310-0722 http://www.sos.state.or.us
r%1 I
1 ~ ofiCe
The 2000 City Elections Manual and
associated forms are adopted by .
Oregon Administrative Rule
No. 165-010-0005.
OFFICE OF THE SECRETARY OF STATE ELECTIONS DIVISION
COLLEEN SEALOCK
PHIL KEisuNG DIRECTOR
SECRETARY OF STATE
141 STATE CAPITOL
SALEM, OREGON 97310-0722
ELECTIONS-(503)986-1518
Dear Oregonian,
It is my pleasure to provide the 2000 City Elections Manual. This manual has been prepared for use by
city governing authorities and city election officials in the conduct of elections throughout the state.
The purpose is to provide uniformity in administration of elections for the more than 240 cities in the
State of Oregon.
A general procedure has been provided for city candidates, citizens interested in filing a city initiative
or referendum petition, and city governing authorities to follow during an election cycle. However,
city election officials should check their charters and ordinances for provisions which may impose
additional requirements.
Local Elections Calendars have been included with this manual for 2000 and 2001. Please check with
your county elections filing official before using these calendars to develop your election schedules to
be sure you are using current information.
Administrative rules will be issued by the Secretary of State as directed by statute. Copies of
administrative rules will be sent to county election officials for distribution to all local election
authorities in the county election officials' respective counties.
County election officials will provide a copy of this manual to each city governing body in their
jurisdiction. It is recommended each person responsible for coordinating elections for a city contact
and work closely with the county election official. The Elections Division of the Secretary of State's
Office is also available to answer questions and assist in resolving problems.
Best,
Phil Keisling
Secretary of State
TABLE OF CONTENTS
Candidate Filing Process
Candidates Filing by Declaration ...................................................................................................................3
Candidates Filing by Petition ..........................................................................................................................7
General Information for Candidates
State Voters' Pamphlet ...................................................................................................................................11
Withdrawal of Candidacy or Nomination ..................................................................................................11
Contribution and Expenditure Reporting ...................................................................................................11
Conduct of Elections .......................................................................................................................................12
Signature Sheet Requirements ......................................................................................................................13
Signature Requirements
Circulator Requirements ................................................................................................................................14
Signature and Distribution Requirements ...................................................................................................15
Initiative Petition Process
Filing Prospective Initiative Petition ............................................................................................................19
Single Subject Rule ..........................................................................................................................................20
Ballot Title ........................................................................................................................................................21
Prospective Initiative Petition Cover and Signature Sheets .....................................................................22
Circulating an Initiative Petition ..................................................................................................................23
Filing the Initiative with the City Elections Official ..................................................................................23
Verification of Signatures ...............................................................................................................................24
Review of Initiated Measure by City Governing Body .............................................................................24
Certification of Measure to Ballot .................................................................................................................25
Referendum Petition Process
Filing Prospective Referendum Petition ......................................................................................................29
Prospective Referendum Petition Cover and Signature Sheet .................................................................31
Circulating an Referendum Petition ............................................................................................................32
Filing the Referendum with the City Elections Official ............................................................................32
Ballot Title ........................................................................................................................................................30
Verification of Signatures ...............................................................................................................................33
Certification of Measure to Ballot .................................................................................................................33
Guidelines and Requirements for Petitions
Initiative Petition Cover and Signature Sheet Requirements ...................................................................37
Referendum Petition Cover and Signature Sheet Requirements .............................................................38
Format Requirements for all Cover and Signature Sheets ........................................................................39
Guidelines for Circulation of Petitions ........................................................................................................40
Signature Requirements for Perfected Petitions .........................................................................................40
Withdrawing a Initiative or Referendum ....................................................................................................40
INTRODUCTION
The 2000 City Elections Manual is intended to provide an explanation of the procedures and regulations
necessary to file for candidacy for city office or to file a city initiative or referendum petition.
This manual is not intended to serve as a comprehensive guide for city governing bodies. City
governing authorities should refer to state statute and their city charter for details relating to the
referral process.
This manual is intended to provide an overview of city initiative and referendum processes however,
some of the processes discussed herein may be superseded by your city's charter. However, in the
absence of a city charter or ordinance this manual is the legal guideline to follow. Check with your city
elections official for applicable city charter or ordinance provisions.
The city elections official is available to assist and answer any questions.
As used in this manual unless otherwise noted:
The term "city elections official" refers to the city official responsible for the initiative and referendum
process in the city.
The phrase "prospective petition" refers to a petition filed by a candidate who has written approval to
circulate from the city elections official.
The phrase "perfected petition" refers to a petition submitted to the city elections official, by a
candidate, which contains enough valid signatures for the candidate to appear on the ballot for the
office they are seeking.
The phrase "prospective initiative" refers to an initiative which is being prepared to file with the city
elections official, but has not yet been filed, or prospective initiative petition that has been filed with
the city elections official and is awaiting written approval to circulate from the city elections official.
The phrase "prospective referendum" refers to a referendum which is being prepared to file with the
city elections official, but has not yet been filed, or prospective referendum petition that has been filed
with the city elections official and is awaiting written approval to circulate from the city elections
official.
The word "initiative" refers to a prospective initiative petition which has received written approval to
circulate from the city elections official.
The word "referendum" refers to a prospective referendum petition which has received written
approval to circulate from the city elections official.
The word "measure" refers to an initiative or referendum which has been perfected by obtaining
enough valid signatures to qualify for the ballot.
The phrase "chief petitioners" refers to any combination of chief petitioners, including an individual,
who sponsors an initiative or referendum.
I
CORRECTION
THE PRECEEDING RECORD OR DOCUMENTS HAVE BEEN
RE-PHOTOGRAPHED TO ASSURE LEGIBILITY OR SEQUENCE
AND THEIR IMAGE OR IMAGES-APPEAR INMEDIATLEY
BEREAFTER.
mm 1
General Information for Petitions
Initiative and Referendum Timeline for Ballot Placement 45
Contribution and Expenditure Reporting 46
Conduct of Elections 46
Definitions 51
Sample Cover Sheet 55
Sample Register of Nominations
Sample Proclamation
Forms
INTRODUCTION
The 2000 City Elections Manual is intended to provide an explanation of the procedures and regulations
necessary to file for candidacy for city office or to file a city initiative or referendum petition.
This manual is not intended to serve as a comprehensive guide for city governing bodies. City
governing authorities should refer to state statute and their city charter for details relating to the
referral process.
This manual is intended to provide an overview of city initiative and referendum processes however,
some of the processes discussed herein may be superseded by your city's charter. However, in the
absence of a city charter or ordinance this manual is the legal guideline to follow. Check with your city
elections official for applicable city charter or ordinance provisions.
The city elections official is available to assist and answer any questions.
As used in this manual unless otherwise noted:
The term "city elections official" refers to the city official responsible for the initiative and referendum
process in the city.
The phrase "prospective petition" refers to a petition filed by a candidate who has written approval to
circulate from the city elections official.
The phrase "perfected petition" refers to a petition submitted to the city elections official, by a
candidate, which contains enough valid signatures for the candidate to appear on the ballot for the
office they are seeking.
The phrase "prospective initiative" refers to an initiative which is being prepared to file with the city
elections official, but has not yet been filed, or prospective initiative petition that has been filed with
the city elections official and is awaiting written approval to circulate from the city elections official.
The phrase "prospective referendum" refers to a referendum which is being prepared to file with the
city elections official, but has not yet been filed, or prospective referendum petition that has been filed
with the city elections official and is awaiting written approval to circulate from the city elections
official.
The word "initiative" refers to a prospective initiative petition which has received written approval to
circulate from the city elections official.
The word "referendum" refers to a prospective referendum petition which has received written
approval to circulate from the city elections official.
The word "measure" refers to an initiative or referendum which has been perfected by obtaining
enough valid signatures to qualify for the ballot.
The phrase "chief petitioners" refers to any combination of chief petitioners, including an individual,
who sponsors an initiative or referendum.
CALEND AR
E~.4CrI®NS EMBEg'
2®®Q ~OC~'~` 6 SEPTEMBER 19 N®VMAgCH 14 MAY 1
July 20
June 10
DATE ®F EEECTI0N January 27
Elections Filing Officers: * December 4,1499
aunty notice of district board election on or before Pugust 29
County
July 20
March 7
ORS 255.075) January 13
Candidates: filing fee with county elections
District September 7**"
Me verified signatures or pjt S 255.235) July 20
filing officer on or before ( March 16
January 13
Bodies:
Local Governing elections filing officer on August 31
ith county
file notice of measure w 5.085) July 24
2,54.095, 254.103, March 4 _
or before (O January 18 -
phletFilings with county clerk, file material
Voters' Pam candidacy fore September 11
candidates who file canvoters pamphlet on orbe July 24
for inclusion in county Match 20
ments and candidates who file
measure argu county clerk, foe January 18 October 23
persons filing ovemingbody other than
candidacy with g i voters` pan,Phlet on or before September 4 through
material for incluson in county May 1 through November 3
(OAR165-22-010) February 28 through September 15
-__r
through May 12 r__-
nsFilingOfficers: ublishfacsimile March 10 - October 23
September 4 through
County Electio ity held at the polls, p -
for county & c elections
Election Day
_ ° May 1 through
254-205)
ballot between (ORS r February 28 through Election Day
through Election Day
, publish Election Day are generally held at the Match election m
at the pOlls erectors) ',formation.
held School Board and ESD d {or district
special district elections RS X5,095) members, board election m
for afacsimile ballot between ( m which the districts adm.. tratrve office is local
ose of electing district board members fofficer1of the cc Local unty School Committee
district elections for the pure ordinance and lot statute, in next av ailable edition of newspa'
Regular ear, Districts should contact the county elections filing
campaign finance report charter,
each odd-numbered y as required by an,Ph1et.
Candidates: Contact your local elections filing officer regarding filing includes the resubmitted measure in the county voters p
s: Publish notice of receipt of baSlot title and notice of measure election if the county
officers: 255 (1ff5 255,145). tember 25,
County and city Elect (ORFSi1250175, 250.275, ent filing deadline is Sep
per in electoral district tember 21; the measure argum
for resubmitted measures the deadline is Sep
IIIE
TI®NS CALENDAR
~ELV
2001 LOCAL R 6
MAY 15 SEPTEMBER 18 N0~IEMBE
MARCH 13
DATE OF ELEC'"YON July 28
June 9
February 3
County Elections Filing Officers: * December 2, 2000
publish notice of district board election on or before
(Ogg 255.075)
July 19 September 6
March 15
District Candidates: January 11 or $10 file verified signatures officer on or before (ORS 255Cty
235)
elections filing
July 19 September 5
March 15
Local Governing Bodies: January 11
file notice of measure with count election' filing
officer (ORS 254.095, 254.103,
July 23 September 10
mextts; March 14
Candidate Statements and Measure Argu January 16
file for inclusion in county voters' pamphlet
(OAR 1(r5-22-010) October 22
April 30 September 3 through
February 26 through November 2
Officers: through through September 14
Elections Filing Publish May 11
County held at the polls, March 9
facsimile county & city elections
facsimile ballot between (ORS 254.205) October 22
- - April 30 September 3 through
February 26 through
through Election Day
through Election Day
a y
for special district elections held at the polls, publish
Election Day ElectionD
m rally held at the March election in
facsimile ballot be (ORS 255045) School Board and ESD directors) are gene
district board members (including Lo ca'" 1 Comittee members, -tY ose of electing in which the districts administrative office is located for district board election information
elections filing officer
Regular district elections for the pure
each odd-numbered year. Districts should contact the county aired campaign finance reports
~~by chalet, ordinance and/ or statute, in next available edition ° news -
Candidates: Contact your local elections filing officer regarding fling req
and City Elections Filing officers*. publish tt~5 i45? Q1pt of ballot title and notice of measure election, as he submitted measure in the county voters'Par„phlet.
County t ~u~uu r
per in electoral district (ORS 25().175, 25(1.27 ,
the measure argument filing deadline is September 24, if the county includes MEN
For resubmitted measures the deadline is September 20;
CANDIDATES FILING BY
DECLARATION
2000 City Elections (Manual ♦ 3
Any candidate who serves as the candidate's
Candidates Filing by Declaration own treasurer and who does not expect to
(ORS 221.1 g®,r 249.002-249.056) receive or spend more than $300 for the entire
election is not required to file a Statement of
The following information for city candidates is Organization or contribution and expenditure
provided in the order in which the activities reports. However, if at any time the candidate
generally occur and includes explanations and exceeds $300 in either contributions or
time frames for each activity. expenditures, the candidate must then file a
Statement of Organization and contribution
For local offices, local charter or ordinance and expenditure reports. The $300 includes
requirements may differ from state statutes. For personal funds spent for any campaign-related
more information and specific requirements, costs.
contact the city elections official before filing.
The candidate filing fee and voters' pamphlet
ALL CANDIDATES FOR CITY OFFICE filing fee are considered campaign expenses.
Qualifications for various city offices differ. When to File
Before filing, review the city charter and Within three business days of receiving a
statutory requirements of the office for which contribution or making an expenditure but no
you plan to declare your candidacy. later than when the Filing of Candidacy for
Candidates for city offices file under ORS Nonpartisan Nomination (SEL 120) is filed.
Chapters 221 and 249. Refer to the 2000 Campaign Finance Manual for
specific requirements.
Caution: If a person has filed nominating
petitions or declarations of candidacy for more If the candidate has an established principal
than one lucrative office without first filing a campaign committee, the candidate or treasurer
written withdrawal, all filings by the person must file an amended Candidate's Statement of
will be invalid. ORS 249.013(1). Organization (SEL 220) to reflect any changes
(designation of office sought, applicable
election, etc.). A candidate may have only one
CITY ELECTIONS OFFICIAL principal campaign committee.
Whenever requested, the city elections official
provides approved candidate filing forms: Step 2:
o Filing of Candidacy for Nonpartisan A prospective candidate files a completed
Nomination (SEL 120); and Filing of Candidacy for Nonpartisan
Nomination (SEL 120), accompanied by the
s Candidate's Statement of Organization appropriate filing fee, if any, with the city
i (SEL 220). elections official.
CITY CANDIDATES When to File
No sooner than 8:00 a.m. on September 9, 1999,
Step and no later than 5:00 p.m. on March 7, 2000,
3 A prospective candidate files a Candidate's for the 2000 Primary Election, and no sooner
Statement of Organization (SEL 220), even if than 8:00 a.m. on May 31, 2000, and no later
the candidate serves as treasurer of the than 5:00 p.m. on August 29, 2000, for the 2000
candidate's own campaign. General Election.
CANDIDATES FILING BY
PETITION
3
2000 City Elections Manual ♦ 7
Candidates Filing by Petition ALL CANDIDATES
Warning: All signature sheets must be approved, in
(ORS 249.002-249.048, 249.®61- writing, by the city elections official, before circulating.
249.®76)
Step 1:
The following information for city candidates is A prospective candidate files a Candidate's
provided in the order in which the activities Statement of Organization (SEL 220), even if
generally occur and includes explanations and the candidate serves as treasurer of the
time frames for each activity. candidate's own campaign.
For local offices, local charter or ordinance Any candidate who serves as the candidate's
requirements may differ from state statutes. For own treasurer and who does not expect to
more information and specific requirements, receive or spend more than $300 for the entire
contact the city elections official before filing. election is not required to file a Statement of
Organization or contribution and expenditure
ALL CANDIDATES FOR CITY OFFICE reports. However, if at any time the candidate
exceeds $300 in either contributions or
Qualifications for various city offices differ. expenditures, the candidate must then file a
Before filing, review the city charter and Statement of Organization and contribution
statutory requirements of the office for which and expenditure reports. The $300 includes
you plan to declare your candidacy. personal funds spent for any campaign-related
Candidates for city offices file under ORS costs.
Chapters 221 and 249. Any expense incurred in circulating a
Caution: If a person has filed nominating nominating petition and filing a voters'
petitions or declarations of candidacy for more pamphlet statement is considered a campaign
than one lucrative office without first filing a - expense.
written withdrawal, all filings by the person
will be invalid. ORS 249.013(1). When to File
Within three business days of receiving a
CITY ELECTIONS OFFICIAL contribution or making an expenditure but no
later than when the perfected petition is filed or
Whenever requested, the city elections official the deadline for filing for candidacy. Refer to
provides approved candidate filing forms: the 2000 Campaign Finance Manual for specific
o Filing of Candidacy for Nonpartisan requirements.
Nomination (SEL 120); If the candidate has an established principal
{ o Petition for Nonpartisan Nomination campaign committee, the candidate or treasurer
Signature Sheet (SEL 121); must file an amended Candidate's Statement of
a Organization (SEL 220) to reflect any changes
e Statement One or More/No Petition (designation of office sought, applicable
Circulators Will Be Paid (SEL 300); and election, etc.). A candidate may have only one
o Candidate's Statement of Organization principal campaign committee.
(SEL 220).
Oil
8 ♦ 2000 City Elections Manual
Step 2: Step 2:
Before circulating the nominating petition, the The candidate circulates the nominating
candidate files a prospective petition with the petition (refer to page 14 of this manual for
city elections official (refer to page 13 of this signature requirements):
manual for signature sheet requirements)
including: • Obtaining more than the required number of
signatures to ensure petition contains
• Filing of Candidacy for Nonpartisan sufficient number of valid signatures;
Nomination (SEL 120) check-marked "Filing
of Candidacy by Prospective Petition"; • Ensuring each signature sheet shall be
certified on its face by the signed statement
• Petition for Nonpartisan Nomination of the circulator that the individuals signed
Signature Sheet (SEL 121) with line one the sheet in the presence of the circulator and
signed and completed by the candidate; and that the circulator believes each individual is
• Statement One or More/No Petition an elector qualified to sign the petition; and
Circulators Will Be Paid (SEL 300). • Submitting the signature sheets to the
appropriate county elections official for
CITY ELECTIONS OFFICIAL. signature verification.
As soon as possible, the city elections official Step 3:
reviews the prospective petition for required
information. The city elections official will give The candidate files the perfected nominating
written approval for circulating the petition petition with the city elections official,
and will advise the candidate of the number of including:
signatures required. • New Filing of Candidacy for Nonpartisan
Nomination (SEL 120) check-marked "Filing
CANDIDATE FILING BY PETITION of Candidacy by Perfected Petition; and
Step 1: • Signature sheets with the sufficient number
Before circulating the nominating petition for of signatures verified by the appropriate
signatures, the candidate reviews with the county elections official(s).
circulators the guidelines for circulating the When to File
petition. The guidelines are: No sooner than 8:00 a.m. on September 9, 1999,
o All signers must be registered voters in the and no later than 5:00 p.m. on March 7, 2000,
candidate's electoral district; for the 2000 Primary Election, and no sooner
than 8:00 a.m. on May 31, 2000, and no later
e All signers on any one petition sheet must be than 5:00 m. on August 29, 2000, for the 2000
registered in the same county; General Election.
o All signatures must be original signatures
(except as provided in ORS 249.005); and
• All signatures must be witnessed by the
± petition circulator and the circulator's
certification must be completed.
Warning: Violations of the circulator requirements
(circulator falsely signs statement that the circulator
personally witnessed all signatures) may result in
conviction with a fine of up to $100,000 and/or jail for up
to 5 years.
GE9dERAL INFORMATION FOR
CANDIDATES
200 Chy Elections Manuel s 11
State Voters' Pamphlet Withdrawal of Candidacy or
(ORS Chapter 251) Nomination (ORS 249.®130
A county candidate or metropolitan service 249.170, 249.180 and 249.330)
district candidate or candidate of a city with a
population of 50,000 or more may file a ALL CANDIDATES
statement for inclusion in the state voters' In order to withdraw from candidacy or
pamphlet if no county voters' pamphlet is nomination, a candidate must file a
published. The forms for filing can be obtained Withdrawal of Candidacy or Nomination
from the Elections Division or the county (SEL 150), with the city elections official.
elections official. The following must be
included with the filing: When to Withdraw
• One original and two identical copies of No later than 5:00 p.m. on March 10, 2000, for
Candidate's Statement for State Voters' the 2000 Primary Election, or no later than
Pamphlet (SEL 430); 5:00 p.m. on September 1, 2000, for the 2000
• A Statement of Endorsement (SEL 400) along General Election.
with the candidate's statement if the
candidate submitting the statement uses the
name of another person or organization as Contribution and Expenditure
supporting or endorsing the statement. A Reporting (ORS Chapter 260)
separate Statement of Endorsement must be
filed for each person or organization named; Every candidate and prospective candidate is
• Phone number(s) and fax number(s), if required to establish a principal campaign
available, for possible contact by the committee within three business days of
Elections Division for any corrections to the receiving or spending any money to support
"required information"; the candidacy. This includes expenditures of
• Two identical 5" X 7" black and white personal funds by the candidate or treasurer. It
photographs per ORS 251.075: also includes payment of the filing fee if the
candidate files by declaration, any costs related
-shall be a conventional photograph to circulating a nominating petition, or any
with a plain background; voters' pamphlet costs.
-shall show the face or the head, neck
and shoulders of the candidate; ALL CANDIDATES
-shall not be more than two years old
before the portrait is filed; Step 1:
-shall not include the hands or anything A prospective candidate files a Candidate's
held in the hands of the candidate; Statement of Organization (SEL 220), even if
-shall not show the candidate wearing a
the candidate serves as treasurer of the
judicial robe, hat or a military, police candidate's own campaign.
or fraternal uniform; and
a -shall not show the uniform or insignia When to File
of any organization; and
Within three business days of receiving a
o Appropriate voters' pamphlet filing fee. contribution or making an expenditure, but no
later than when candidacy papers are filed.
12 a 2000 City Elections Manual
Any candidate who serves as the candidate's A candidate or committee that does not expect
own treasurer and who does not expect to to receive or spend more than $2,000 to support
receive or spend more than $300 for the entire a candidacy may qualify to file a Certificate of
election is not required to file a Statement of Limited Contributions and Expenditures
Organization or contribution and expenditure (PC 7). See the 2000 Campaign Finance Manual
reports. However, if at any time the candidate for information on who is eligible to file a
exceeds $300 in either contributions or certificate.
expenditures, the candidate must then file a
Statement of Organization and contribution The candidate and treasurer are jointly
and expenditure reports. The $300 includes responsible for the committee and for filing the
personal funds spent for any campaign-related reports. If the treasurer violates any campaign
costs. finance regulations, the candidate is also in
violation.
Step 2: Please refer to the 2000 Campaign Finance
A candidate or the candidate's treasurer files Manual:
contribution and expenditure reports for the
election. "Candidate" includes: • To determine when your committee is
required to file reports;
o A candidate who files for office; • For the appropriate forms for filing the
• A candidate who withdraws or is reports; and
disqualified; • For instructions on how to complete the
• An individual who files a prospective contribution and expenditure report forms.
petition for candidacy, even if signatures are
never filed; and
• An individual who has received a Conduct of Elections
contribution or made an expenditure to (ORS Chapter 254)
secure the nomination or election to any
public office at any time, whether or not the
office for which the individual will seek CITY ELECTIONS OFFICIAL
nomination or election is known when the The city elections official prepares and files
solicitation is made, the contribution is with the county elections official a statement of
received and retained or the expenditure is candidates to be placed on the ballot.
made and whether or not the name of the
individual is printed on a ballot. The statement must be filed no later than
5
Oregon election law requires all candidates or :00 p.m. on March 16,2000, for the 2000
i
a their principal campaign committees to submit Primary Election, or no later than 5:00 p.m. on
September 7, 2000, for the 2000 General
contribution and
timely and accurate expenditure reports. All candidates and Election.
committees must maintain detailed records of
y all contributions received and expenditures COUNTY ELECTIONS OFFICIAL
made. The statutes on campaign finance
establish accounting periods and filing Step 1:
deadlines for reports of contributions and If the election is held at the polls, the county
expenditures and specify the information that elections official publishes the facsimile ballot
must be included in the reports. In addition, the in a newspaper of general circulation in the
statutes provide for civil penalties up to $10,000 city.
for filing late or insufficient reports.
2000 City Elections Manual ♦ 13
The facsimile ballot must be published no The post-election procedures must be
sooner than May 1, 2000, and no later than completed no later than June 15, 2000, for the
May 12, 2000, for the 2000 Primary Election, or 2000 Primary Election, or no later than
no sooner than October 23, 2000, and no later December 7, 2000, for the 2000 General
than November 3, 2000, for the 2000 General Election.
Election.
Step 2: Signature Sheet Requirements
The county elections official conducts the
election (ORS 249.®31s 249.064 and
.
249.740)
Step 3:
The county elections official delivers the All signature sheets must be approved, in
abstract of election results to the appropriate writing, by the city elections official before
elections official of each electoral district circulating.
involved in the election.
The abstracts must be delivered no later than SIGNATURE SHEET REQUIREMENTS
June 5, 2000, for the 2000 Primary Election, or Each signature sheet shall include:
no later than November 27, 2000, for the 2000 a Candidate's name and office for which the
General Election. candidate is running;
CITY ELECTIONS OFFICIAL ♦ Statement that one or more/no petition
The city elections official completes the post- circulators will be paid;
election procedures: a Statement that signers on any one signature
sheet must be registered voters in the same
Step 1: county;
The city elections official receives the abstract ♦ Area for placing the petition identification
of votes from the county elections official and number;
determines the results of the election. ♦ Area for placing the signature sheet number;
This determination must be made no later than ♦ Petition circulator's certification stating that
June 15, 2000, for the 2000 Primary Election, or each person who signed the petition did so in
no later than December 7, 2000, for the 2000 the circulator's presence and the circulator
General Election. believes each signer is an elector;
i
♦ Area for county elections official's
Step 2: placing ty certification; and
The city elections official prepares:
♦ No more than 20 signature lines with spaces
• Register of nominations after the 2000 for each registered voter:
Primary Election, including: -Signature (required);
-Name of each candidate nominated, -Printed name*;
-Office for which the candidate was -Residence address*; and
nominated, and -Date of signing petition*.
-Date of entry; *The fields are required to be on the signature
♦ Proclamation declaring the nomination or sheets, however, an elector's printed name,
election of candidates; and residence address and date they signed the
o Certificates of nomination or election. petition are not mandatory under Oregon law.
14 ♦ 2040 City Elections Manual
These information fields, while optional, deemed readable and approved for
provide valuable assistance to county elections circulation by the city elections official.
officials who are performing the signature Logos, slogans, advertisements, etc. or any
verification. If these lines are not completed, symbol or language which may be construed
the signatures may still be submitted for as advocacy are not permitted on the cover or
signature verification. If the county elections signature sheet.
official can determine from the signature alone
that the elector was registered at the time the Warning: Any proposed variation to an approved
elector signed the petition, that signature will signature sheet must be resubmitted and approved by the
count toward the total signature requirement citti elections official before circulating.
for the petition. If the county elections official
cannot determine the date the elector signed
the petition, the elector must have been
registered to vote during the entire period Signature Requirements
beginning the date the petition was approved (®S 249.072)
for circulation up to the date of filing, for the
signature to be considered valid. Elector's signatures on candidate nominating
Be aware, failure to provide the optional petitions must be verified by the appropriate
information increases the possibility that the county elections official before filing the
signature cannot be confirmed to be that of a candidate's perfected petition with the city
registered voter, and thus reduces the chances elections official. Requirements for signers
include:
of the petition having adequate verifiable
signatures to perfect the nominating petition. ♦ Signers on any one signature sheet must be
The optional information helps to confirm the registered voters in the same county; and
identity of the signer, particularly if the
signature is illegible or difficult to read. If the • Each signer must be a registered voter of the
optional information is not provided and the candidate's electoral district.
registration status cannot be confirmed based
on the signature alone, then that signature
will not be considered a valid signature. Circulator Requirements
Circulators are thus advised to encourage (ORS 249.061)
signers to complete this information
whenever possible. Circulator of the candidate nominating petition
must sign the circulator's certification, stating
SIGNATURE SHEET FORMAT that:
The format to be followed in preparing "I, (print circulator's name) , hereby
candidate signature sheets shall be:
certify every person who signed this sheet did
♦ Standard 8-1/2" x 11" size paper; so in my presence and I believe each person is a
o At least 20 pound (weight) number one bond; qualified voter of the state of Oregon (ORS
249.061).
e Printed on white or pastel colored paper
stock to render text readable and enable Warning: Violations of the circulator requirements
election officials to readily verify signatures; (circulator falsely signs statement that the circulator
and personally witnessed all signatures) may result in
conviction with a fine of tip to $100,000 and/or jail for tip
e Printed in type size not smaller than 7 point. to 5 years.
Size and style of type are otherwise left to the
discretion of the petitioner, as long as it is
2WO easy Elections Manual a 9s
Signature and Distribution
Requirements (DRS 249.072)
Generally, the number of registered voters'
signatures required to place a candidate on the
ballot is based upon a percentage of voters
registered in the electoral district or upon a
percentage of votes cast at a previous election.
Confer with the city elections official for
specific requirements.
Unless a city charter or ordinance provides
otherwise, the number of signatures of voters
registered in the electoral district must equal:
o 500 signatures; or
o One percent of the vote cast in the electoral
district for all candidates for Governor at the
last general election at which a candidate for
Governor was elected to a full term.
The signatures shall include those of voters
registered in each of at least ten percent of the
precincts in the electoral district.
CITY INITIATIVE PETITION PROCESS
2 City BkKt oea mealmi s 19
Filing Prospective Initiative
■ etition (Oregon Constitutiono STATEMENfONEORMORE PETITIONQACVLATORSWILLlE
Article IV, §1 and ® 250.265) COMPENSATED.
i/N4 hertby dalartone or mote petition dn;ulaton wIU be p'Id stoney or dM valtuble coneldtratbn
for obubrlna alpulutn N tend votes on the Nt or catUkale. I/ We orde sl w
H olUCer meat be enUlkd rot later than the tenth h day y ofwr atlcr I/ we Mt have lugwkdge w w should
City charter or ordinance requirements may lure hadirowWillm pWfi-n deculabr b W% paid Wobt'Itdtggaljrut m.
supersede state statutes. Review the ~ti~ wWn
(Na a Gndidab ex Minor Pol V Party on Ptorgptcctlve Petition;
w5ub)act of lnmeltitlw, Re(ereMum Pditlvn V Name of OlfkeMWer on Rccall PeUtlon)
requirements with the city elections official
before filing the prospective petition. Signed' Dab'tpxd
Gate Ngrod
D.bdpud
A prospective initiative petition consists of the
.JdldewelawM WY..~wrr~rwlr.s
text of the proposed amendment to the city
• diYt yw Fr.AUr d r~laabti
charter or ordinance, as well as a number of
forms that must be completed before filing the STATEMENT NO PE MON CrnOlLATORS MU DE
prospective initiative petition with the city COMPENSATED
1/ We hem .y declare no petition =t or will bep paid money w oUxr valwble mrrMer'tbn (vr
oMa1N algtututn of bred on the attachd eUUon ar aNUk Ie. I/Nk understand the
elections official. All the forms required to file a sling w~4er moN b< rotRiAlaed not later thar the tenth e'yp'Vbr I/we n t have k-ledge or Wh W
lave hd 4row(adge on or more petltbn drcnd'1on la bNeg peW lorabblNtE rtpututn.
prospective initiative petition and the
instructions for completing those forms are '°e^"'y mum
(Nameol GndWate or MlrorP 1UWPUty puctlve Petition:
Sub{er:tof W tlatl
orw, HalertMum PMltlon or Name oV Ogkeltold
contained in this manual. ermRecdPetition)
Signed' Dabalpttd
Dab Need
CHIEF PETITIONERS D'b Npnd
•arrar r t» ePa y... r a. rJ..y n~ ~ tr.w
w~ne+•a~. r. t.erw, • s nr..a~ r.eu..
The chief petitioners file the prospective •dde.m.,.d..re,.e..
:tom
initiative petition with the city elections official.
When to File
A city prospective initiative petition may be ♦ Prospective Petition for Local
filed at any time. Initiative/Referendum Measure GEL 370)
What to File which designates not more than three chief
petitioners (see form on following page). If
The prospective initiative petition must include the petition designates less than three chief
the following: petitioners, additional chief petitioners, up to
o Text of proposed charter or ordinance a total of three, may be added before final
amendment. Chief petitioners are approval of the cover and signature sheets.
encouraged to seek legal assistance when Additionally, a chief petitioner may resign or
drafting the text of any measure; - be replaced by another individual before
final approval of the cover and signature
♦ Statement One or More/No Petition sheets. A letter signed by all current chief
Circulators Will Be Compensated (SEL 300); petitioners must accompany the SEL 370
when designating additional or different
chief petitioners. At least one original chief
petitioner must remain as a chief petitioner
throughout the process. If all original chief
petitioners wish to resign, the initiative must
be refiled. Please remember, the residence
addresses of the chief petitioners will be
printed on the cover sheet (ORS 250.265(2));
and
20 ♦ 2000 City Elections Manual
❑ A Prospective Petition For Local Initiative/
Referendum Measure, (SEL 370); and
PROSPECrI V E PETITION FOR LOCAL
~INrrIATIVE REFERENDUM ~mrelx
MEASURE ❑ A completed Statement of Organization for
COONTY CITY DISTRICT Political Committee and Appointment of
TO TI IE COUNTY ELECTIONS FLING OFFICER/CFTY RECORDER (AUDITOR).
W., Ib urdenlRrvd,+.y"nl the I•"J. dmn~t lwxnry/.iq mnrrvY Pr Wlla rid.I IM -..h.a Propu+ed
Ixr .ppnn.l Treasurer (SEL 221).
IuW wDmined rolMpn,ple ul ln+me nl.wnn /•In /di•Imll lMirw re{e,riw,
DESIGNATING CIIIEF PETITIONERS
Every Ixlitinn shall d,,ignate -I maw 011n Ihnr pa rxrnn an cMcl pail.-, nclnng Inrth the name
N•>id-,,dd-ind tille(i(nfli.cr,•I„(rnv ing,vganvati,.n Mexh
1. NAME (PRINT) SIGNATURE g~
RESIDENCE ADDRESS
M1IAILING ADDRESS jI j)F DIFFERENT) Single Subject Rule (Oregon
CITY,STATE, ZIPCODE DAYTELEPIIONE i~• ~q and
SPONSORING ORGANIZATION (IF ANY) Constitution,, Article V ticle I`~/,,, §Iry ■ ynd
2. NAME(PRINT) SIGNATURE
RESIDENCE ADDRESS
eppe//+a®~
MAILING ADDRESS (IF DIFFERENT)
CITY, STATE, ZIP CODE DE DA\' TELEPI ZONE ORS 25A.b O
SPONSORING ORGANIZATION (IF ANY)
RESIDENCE ADDRESS SIGNATURE After receiving the prospective initiative
MAILING ADDRESS (IV DiFFEREN
1
CITY, STATE, ZIP CODE DAY TELENIONE petition the city elections official has five
SPONSORING ORGANIZATION (IF ANY)
FORCIRNUTOItS INSTRUCTIONS FOASIGNERS business days to review the text of the
„..I ai.nxl m , , Od, r.„.•• r.a • M nl,. I," Y m , proposed charter or ordinance to determine
perxxm and •wrr+o p.ni4m t ••urlWln.mr.u,"udidwMr,u •rrdJ.+.a n+.
A„J„nrr•n 1n,•mn Jyxlum lMer muJ Mrrd••rr•a •,"m 1v nR mniM LmwnWh,w dp,NMpmlmnrux+ryY„d whether or not it complies with the single
wx,•mnn w.vW „w mW.me Wdr+~ M IN •pu+. pax Id,d
aJ.,+hY,•uvlpenh,+Ipnln„p„ilm. umin•M•,Id11„n Mr "nnlumr.nnM1nhnJ.W.nrM. subject requirement. After the review the city
u.„1nd 1ln 11 Ivor ..1mp11 nor -Mm luhnw lun.i ur
„m i m,wlnlJ„ xm•m"•'•".„ Iu1. .d n„-..I , nn.n .nIN IMn,. .n a elections official notifies the chief petitioner of
i•wY"IW I. •Prx "Y Yh m•J„nu"xM prrx•nl gum uMn.nr •In"Ix+rlnrl
p.+wmx :w."i;,,,~ I:w•„~,.I.m... n.wo-.„YMx .p.n lw „w,R p.nrY+ the determination.
o Y xw"IW I•..Y,W.I. w r„.. p.mn,n Tmn,n„ „ r•. „ml.m . II Y w..Iw „au,. p.nl,n ww IWn.w.
I"Ir J„lulus
II F xNn••lul Inv • P~•n u. lmm Yd. +IRn • ryrll,.n "Mn IM
Fu.A+MxYiw muJ Fer'"n•Y, .uM•JI •i„.umm M,in Wxv pr.•nY nx q"1111Yd 1i. •IRnY
CITY ELECTIONS OFFICIAL.
miry IWM1 •I„ruµ iM Y.u1nul• •erlJhuin mn, mWi N
, nlhm.hh. rw xp u. Slm.nn 1M r•n 11d h, up u.II•e,rm
If the text of the proposed charter or ordinance
complies with the single subject requirement:
♦ Statement of Organization for Political Step 1:
Committee and Appointment of Political The city elections official notifies the chief
Treasurer (SEL 221). Final approval of cover
and signature sheets will not be given until a petitioners in writing that the text complies
Statement of Organization has been filed with the single subject requirement, no later
elections official. Refer to the than the fifth business day after the prospective
with the city
initiative petition
2000 Campaign Finance Manual for detailed is filed.
instructions.
Step 2:
i CHECKLIST FOR FILING A SUFFICIENT The city elections official forwards two copies
PROSPECTIVE INITIATIVE PETITION: of the prospective initiative petition to the City
Below is a checklist of all the components Attorney for preparation of the ballot title no
required to file a prospective initiative petition. later than the sixth business day after the
( Please take time to check each item to ensure prospective initiative is filed.
that you have not overlooked any of the If the text of the proposed charter or ordinance
components and that all the forms have been
completed in their entirety. does not comply with the single subject
requirement the city elections official notifies
❑ The text of the proposed charter or the chief petitioners, by certified mail (with
ordinance amendment to be initiated; return receipt requested), that the prospective
initiative petition does not meet the single
❑ A completed Statement One Or More subject requirement. This notice must be mailed
Petition Circulators Will (Or Will Not) Be no later than the fifth business day after the
Compensated, (SEL 300); prospective initiative petition is filed.
2000 Cky Elections Manuel ♦ 01
REGISTERED VOTER CITY ELECTIONS OFFICIAL
Any registered voter who disagrees with the Immediately after receiving the ballot title from
single subject determination, may file a petition the City Attorney the city elections official
with the Circuit Court challenging the single completes the ballot title process as follows:
subject determination.
If the city elections official determines that the Step 1:
text of the proposed charter or ordinance does The city elections official furnishes the chief
comply with the single subject requirement, the petitioners with a copy of the ballot title.
deadline for an elector to file a petition to
review the single subject determination is no Step 2:
later than the seventh business day after the The city elections official publishes notice of
ballot title is filed with the city elections official. receipt of the ballot title in the next available
If the city elections official determines that the edition of a newspaper of general circulation in
text of the proposed charter or ordinance does the city which includes:
not comply with the single subject requirement, ♦ A statement that the prospective initiative
the deadline for an elector to file a petition is no petition meets the single subject requirement;
later than the seventh business day after the
written determination is made by city elections ♦ A notice that an elector may file a petition for
official. a review of the ballot title; and
• The deadline for filing a petition for review
of the ballot title with the Circuit Court.
Ballot 7 itle (ORS 250.035,
250.275 and 250.296) REGISTERED VOTER
After the city elections official determines that Step 1:
the proposed charter or ordinance complies Oregon law allows any registered voter who is
with the single subject requirement, two copies dissatisfied with the ballot title to petition the
of the prospective initiative petition are Circuit Court to review the ballot title issued by
forwarded to the City Attorney, for preparation the City Attorney. To file a petition to review
of the ballot title. the ballot title an individual must be an elector
of Oregon. The petition must name the City
CITY ATTORNEY Attorney as the respondent.
After receiving copies of the prospective The deadline to file a petition to review the
initiative petition, the City Attorney has five ballot title is no later than the seventh business
business days to prepare a ballot title and day after the ballot title is filed with the city
o return it to the city elections official. Oregon elections official.
statutes require that the ballot title contain the
following elements: Step 2:
♦ A caption, not to exceed 10 words. The If an elector files a petition to review a ballot
caption must reasonably identify the subject title with the Circuit Court, the elector must
of the prospective initiative petition; also notify the city elections official in writing
♦ A question not to exceed 20 words. The that the petition has been filed.
question must plainly phrase the chief The notice must be filed with the city elections
purpose of the prospective initiative so that official no later than 5:00 p.m. on the first
an affirmative response corresponds to a yes business day following the day the petition is
vote on the ballot; and filed with the Circuit Court.
♦ A summary not to exceed 175 words.
22 ♦ SSA My Electlons Manuel
CIRCUIT COURT and signature sheets. If cover and signature
sheets are submitted for approval by someone
Step 1: other than a chief petitioner, all of the chief
After a petition to review a ballot title is filed, petitioners must file written consent with the
the Circuit Court conducts its review. The city elections official before the initial review of
review of the ballot title by the Circuit Court the cover and signature sheets by the city
shall be the first and final review. elections official.
Step 2: Refer to Guidelines and Requirements for
After reviewing the ballot title the Circuit Court Petitions on pages 37-41 and the Sample Cover
Sheet on page 55.
renders its decision and certifies a ballot title
meeting the requirements of ORS 250.035 to the
city elections official. CITY ELECTIONS OFFICIAL
The city elections official will not approve the After receiving the text, cover and signature
sheets from the chief petitioners, the city
cover and signature sheets for circulation until elections official reviews the sheets for
after the challenge period for the ballot title compliance with the requirements for a
expires, or if the ballot title is challenged, after proposed city initiative petition.
the Circuit Court order is received by the city
elections official. Step 1:
The city elections official reviews the text of the
Prospective Initiative ~e$Iti®rt prospective initiative petition to assure that the
text reads exactly as the text submitted with the
Cover and Signature Sheets prospective petition. The city elections official
~5~e~65, also reviews the cover and signature sheets for
compliance with the city petition requirements
(refer to pages 37 and 38 for petition
After receiving a certified or amended ballot requirements).
title, the chief petitioners may begin the cover
and signature sheet approval process. Cover Step 2:
and signature sheets for a prospective initiative The city elections official prepares and mails a
petition must be approved in writing by the
city elections official before the chief petitioners written notice to the chief petitioners detailing
may begin circulating the petition. The chief any corrections which must be made to the text,
petitioners must comply with specific detailed cover or signature sheets before they can be
requirements when preparing their cover and approved for circulation.
signature sheets. Failure to follow the
guidelines and comply with the requirements Step 3:
on pages 37-41 may delay the process of Once the text, cover and signature sheets meet
receiving written approval to circulate. all of the requirements, the city elections official
notifies the chief petitioners in writing of
CHIEF PETITIONERS approval to circulate the initiative petition.
After preparing the cover and signature sheets
for the prospective initiative petition, the chief
petitioners submit the first draft to the city
elections official for initial review. If the text of
the prospective initiative petition is not printed
on the cover sheet, a complete copy of the text
must also be submitted with the draft cover
2000 City Elections Manual 0 23
Circulating an Initiative Petition petitioners must file a statement with the city
elections official indicating whether or not the
(OILS 250.265) initiative is still active. If the initiative is still
active, the chief petitioners may submit the
Once the chief petitioners receive written signatures gathered in the preceding year to the
approval of the cover and signature sheets from city elections official for verification.
the city elections official the chief petitioners If the chief petitioners fail to timely file such a
may collect the signatures needed to place the statement, the city elections official shall not
initiative on the ballot.
accept any signatures for verification and the
initiative becomes void.
CHIEF PETITIONERS
Before collecting signatures, the chief
petitioners must review with circulators the Filing the Initiative with the City
legal prohibitions and guidelines for circulating
an initiative (refer to page 40). Elections CMIcial (ORS 250.315)
CHIEF PETITIONERS AND CIRCULATORS Once the chief petitioners have collected at
After reviewing the legal requirements and least 100 percent of the required number of
guidelines for circulating an initiative, the chief signatures to place an initiative on the ballot,
petitioners and circulators may circulate the the chief petitioners may submit the initiative
petition (refer to page 40 of this manual for to the city elections official.
signature requirements).
Each person collecting signatures must carry at CHIEF PETITIONERS
least one full and correct copy of the text of the Only the chief petitioners may submit signature
initiative and must allow any person to review sheets for verification. Signature sheets will not
the text upon request. Each signature collected be accepted from circulators, agents, circulator
must be personally witnessed by the circulator companies or any other entity. A chief
whose certification appears at the bottom of the petitioner must submit the signatures to the
petition sheet. city elections official.
CITY ELECTIONS OFFICIAL Step 1:
If the initiative is not filed within one year from Before submitting the signature sheets for
the date the cover and signature sheets were verification with the city elections official, the
approved for circulation, the city elections chief petitioners must:
official sends an inquiry letter by certified mail • Sort signature sheets into separate stacks by
(return receipt requested) to the chief county; and
petitioners, asking whether the chief petitioners
are still actively gathering signatures. • Number each stack of sorted signature sheets
beginning with the number 1 for each county
The city elections official must send the letter and continue numbering sequentially until
no later than thirty days before the annual all sheets for that county have been
anniversary date that the initiative was numbered.
approved for circulation. It is the responsibility of the chief petitioners
to ensure that signature sheets for each county
CHIEF PETITIONERS are separated and numbered sequentially
No later than the annual anniversary date of before filing the petition signatures for
the approval to circulate the initiative, the chief verification.
84 ® 8000 City Elections Manual
Step 2: arrangements with the county elections
The chief petitioners submit sorted and officials for verification of signatures.)
numbered signature sheets for verification with Note: If the petition requires more than 4,500 signatures
the city elections official. The initiative must the county elections official may use a statistical sampling
contain at least 100 percent of the required process for determining the petition's sufficiency. Refer to
number of original signatures. OAR 165-014-0110.
Step 3:
The chief petitioners committee's treasurer files Review of Initiated Measure by
a detailed contribution and expenditure report
no later than 5:00 p.m. of the 15"' day after City Governing B®U-'Ly-
submitting the initiative for final signature (ORS 250.325)
verification. The accounting period for this
report begins on the date the prospective
initiative petition was filed with the city CITY ELECTIONS OFFICIAL
elections official and ends on the day the The city elections official files the initiated
initiative was submitted for final signature measure with the city governing body no later
verification. Refer to the 2000 Campaign Finance than the next meeting of the city governing
Manual for detailed instructions. body.
Verification of Signatures CITY GOVERNING BODY
After receiving the initiated measure, the
(ORS 250.315) governing body may either adopt or reject the
initiated measure (unless the measure is
After receiving the signature sheets from the required to be submitted to the voters under
chief petitioners, the city elections official the city charter or state law). If the governing
begins verifying the signatures to determine if body rejects the measure, or city charter or state
the initiative contains enough valid signatures law requires an election, the initiated measure
to qualify for the ballot. must be submitted to city electors at the next
available election date which is no sooner than
Signature verification must be completed the 90'h day after the initiative petition was filed
within 15 days from the date the signatures are with the city governing body (refer to the
submitted for verification. timeline for ballot placement on page 45).
CITY ELECTIONS OFFICIAL The governing body may also refer a
The city elections official processes signature competing measure to the ballot at the same
sheets submitted for verification in the election where the initiated measure will
following manner: appear. If the governing body chooses to refer a
competing measure it must prepare the
o Compares the submitted cover and signature measure no later than the 30`h day after the
sheets to the approved version(s); initiated measure is filed with the governing
♦ Reviews the signature sheets and the signed body.
circulators' certifications;
s Verifies that each signature sheet is back to
back with an approved cover sheet; and
• Verifies original signatures against voter
registration records. (Cities may make
2M City Elections Manual ♦ 85
Certification of Measure to
Ballot (Chas 250.325, 250.355
and 254.1®8)
After the signature verification process has
been complete and it has been determined that
the initiative has enough valid signatures to
gain ballot access, the city elections official
notifies the county elections official.
CITY ELECTIONS OFFICIAL
The city elections official notifies the county
elections official of the election. The election
will be held on the next available election date
which is no sooner than the 90"' day after the
initiative petition was filed with the city
governing body (refer to the timeline for ballot
placement on page 45).
COUNTY ELECTIONS OFFICIAL
The county election official assigns a measure
number. Ballot measure numbers will not be
repeated until the number reaches 99.
CITY REFERENDUM PETITION
PROCESS
2000 CRY clectieas Manual • 29
Filing Prospective Referendum
Petition (®it5 250.265) SPATEMR..Mf ONE OR MORE IFUI ION CIRCULATORS VnL1 BE
COMPENSATED o..re
uable mnylderatbn
one mne petition cin:uteon will be V,=:&-
IA* herby d"Ire «
City charter or ordinance requirements may f«Dbairdnaei...: o<~IMdDImDnwat~rb.dr~fkae. l/,~u~mtaDd~
mina offto mat be rots not later than the tenth day after I/we not have knowledge or should
supersede state statutes. Review the he- had knowledge no petition dmulator Is being paid f« obtalning signature..
requirements with the city elections official Moon
(Name of Candidate or Minor Itkal Parry on Pm.pc tive Petition;
before filing the prospective petition. oe%boct of Init .Refs.e clan PNltbn«Name of Oflkehddcron Recall Petition)
^sd
A prospective referendum petition consists of ~gnsd Date te. 1{ gnsd
the text of the ordinance as passed by the aa.lgned
'I..e.w.... a. tMa ar Y a. ha.M r.r.... e-e•
governing body, as well as a number of forms .a
that must be completed before filing the
prospective referendum petition with the city elections official. All the forms required to file a srATPMENI NO COMNU cvuTDRS WILL BE
prospective referendum petition and the 1/we herby declare no petition dmuator will be paid money or other valuable consideration for
Dbtai" ekgnstu n DI tens voter Dn ue ata Ted patltlon «artifkate. Uwe understand tie
instructions for completing those forms are ~wh°~`kr~a ge«.honw
contained in this manual. = P.titiDn ~ectl
ar Sagsct d W Ilatlve, Refenrdum'Petitbn «~Narne of Ollkeh"der~on Rill Petltbn)
CHIEF PETITIONERS ate algnsd
atealgnsd
ateeignsd
The chief petitioners file the prospective _.t_..a...•,_Ye.t~.~,,.
referendum petition with the city elections =P`•.•.-.~-•-....
. lane sea.. r.a.e Iser►
official. a Y,-Y.n. r.edt r•ro r.~ r. e.r.
When to File
A prospective referendum petition may be filed prospective Petition for Local
at any time after the ordinance is adopted, but Initiative/Referendum Measure (SEL 370)
must be perfected no later than the 30'h day which designates not more than three chief
after adoption of the ordinance. petitioners (see form on following page). If
What to File the petition designates less than three chief
The prospective referendum petition must petitioners, additional chief petitioners, up to
include the following: a total of three, may be added before final
approval of the cover and signature sheets.
• Text of the ordinance as passed by the Additionally, a chief petitioner may resign or
governing body; be replaced by another individual before
• Statement One or More/No Petition final approval of the referendum cover and
Circulators Will Be Compensated (SEL 300); signature sheets. A letter signed by all
current chief petitioners must accompany the
SEL 370 when designating additional or
different chief petitioners. At least one
original chief petitioner must remain as a
chief petitioner throughout the process. If
all original chief petitioners wish to resign,
the referendum must be refiled. Please
remember that chief petitioners residential
LMM addresses will be printed on the cover sheet.
(ORS 250.265(2)); and
30 0 2000 City `lecdons Manual
❑ A Prospective Petition For Local Initiative/
PROSPECETVE►ETMONFORLOCAL Referendum Measure, (SEL 370); and
`w E] INEITATrvE REFERENDUM ❑ ae°"•
"'E'S""E
COUNTY crrY DISTRICT E3 A completed Statement of Organization for
TO THE COUNTY ELECTIONS FILING OFF1aR/CrrYRECORDER (AUDITOR): Political Committee and Appointment of
w.. *==t 4d a .ttwe.r/.ar -r r" • wtr ae. b Or .n.*.N ,..pa
rr.r.rd rtlr,wr»r(-.fcw,.,/.5q/d-) btMr Trte.rwnlwtbw
DESIGNATING CHIEF PETITIONERS Treasurer (SEL 221).
very p0tlon shall delprte rot mote thin Three pm r chkf petltl-I, settlrl forth the tome
Ide addrt«std tI (If oRkeeofapor-dgtxynlxaNOn)of each.
1. NAME (PROM SIGNATURE
RESIDENCE ADDRESS ® `w~yw~/` ~/~p AK
MAILING Ballot Intle (ORS 250-0350
CRSTATE,ZIP CODE DAYTELEPFR)NE B
SPONSORING ORGANIZATION (IF ANY) 250.275 /~NAME (PRINT) SIGNATURE
RESIDENCE ADDRESS and fai/O.2I 6,
MAILING ADDRESS (IF DIFFERENT)
CITY, STATE, ZIP CODE DAY TELEPHONE
SPONSORING ORGANIZATION (IF ANY) Immediately after receiving a prospective
RESIDENCE ADDRESS
MAILING ADDRESS (IF DIFFERENT) referendum petition, the city elections official
S O C
CrIXTATLZIP DAY TELEPHONE
SPONSOORIN RING O ANINIZ forwards two copies to the City Attorney, for
SPO.~TION (IF ANY)
RG
tORURO.JL00L7 91,15TIWCT1ONS POR 61GNZ1L1 preparation of the ballot title. The ballot title
III
r....... a,.~^^-•• w• process and the collection of signatures may
A■rr._., r. rrw.. rrrrt.,r...e.w.or M1r.YrYY. _-W w. y.N a.,.wr.,.w,.wr happen simultaneously. The chief petitioners
a.tr wq. ......,.wt.N_w..rrt.r,r.,...r..
ar•N.'rNtrs.tifw rPrarAr.r. A.r.iwtl rP M.-.rr.r MMYY•rM
rttrr t».....,» .r Yw I«. A r•w« are not required to wait for the ballot title
rr•r•t...r ..awt rP.rtw _ rr r. w.l w►.r1
before collecting signatures. Once the chief
ar_t..tr b.P.\. bar•r•rl•_\e!/.a.M t+ rr,. r.a. r.~.....~_r w.r..w
"•~'`--`•r-`w^°""-""-' ...•..A r...~b•P....~. petitioners have received written approval to
circulate from the city elections official the chief
petitioners may begin collecting signatures.
prr4 t.\r) tt/tra r.r.wr. n.eawir. w u..\ r
CITY ATTORNEY
After receiving copies of the prospective
e Statement of Organization for Political referendum petition, the City Attorney has five
Committee and Appointment of Political business days to prepare a ballot title and
Treasurer (SEL 221). Final approval of cover return it to the city elections official. Oregon
and signature sheets will not be given until a statutes require that the ballot title contain the
Statement of Organization has been filed following elements:
with the city elections official. Refer to the
2000 Campaign Finance Manual for detailed o A caption, not to exceed 10 words. The
instructions. caption must reasonably identify the subject
CHECKLIST FOR FILING A SUFFICIENT of the prospective referendum petition;
PROSPECTIVE REFERENDUM PETITION: o A question not to exceed 20 words. The
Below is a checklist of all the components question must plainly phrase the chief
required to file a prospective referendum purpose of the prospective referendum so
petition. Please take time to check each item to that an affirmative response corresponds to a ensure that you have not overlooked any of the yes vote on the ballot; and
components and that all the forms have been o A summary not to exceed 175 words.
completed in their entirety.
❑ The text of the ordinance as passed by the CITY ELECTIONS OFFICIAL
governing body; Immediately after receiving the ballot title from
the City Attorney, the city elections official
❑ A completed Statement One Or More completes the ballot title process as follows:
Petition Circulators Will (Or Will Not) Be
Compensated, (SEL 300);
2000 City Elections Manual a 31
Step 1: Step 2:
The city elections official furnishes the chief After reviewing the ballot title, the Circuit
petitioners with a copy of the ballot title. Court renders its decision and certifies a ballot
title meeting the requirements of ORS 250.035
Step 2: to the city elections official.
The city elections official publishes notice of
receipt of the ballot title in the next available
edition of a newspaper of general circulation in Prospective Referendum
the city which includes: Petition Cover and Signature
• A notice that an elector may file a petition for Sheets (ORS 250°265)
a review of the ballot title; and
• The deadline for filing a petition for review Cover and signature sheets for a prospective
of the ballot title with the Circuit Court. referendum petition must be approved, in
writing, by the city elections official before the
REGISTERED VOTER chief petitioners may begin circulating the
petition. The chief petitioners must comply
Step 1: with specific detailed requirements when
Oregon law allows any registered voter who is preparing their cover and signature sheets.
dissatisfied with the ballot title to petition the Failure to follow the guidelines and comply
Circuit Court to review the ballot title issued by with the requirements on pages 37-41 may
the City Attorney. To file a petition to review delay the process of receiving written approval
the ballot title an individual must be an elector to circulate.
of Oregon. The petition must name the City
Attorney as the respondent. CHIEF PETITIONERS
The deadline to file a petition to review the After preparing the cover and signature sheets
ballot title is no later than the seventh business for the prospective referendum petition, the
day after the ballot title is filed with the city chief petitioners submit the first draft to the city
elections official. elections official for initial review. A complete
copy of the ordinance must also be submitted
Step 2: with the draft cover and signature sheets. If
If an elector files a petition to review a ballot cover and signature sheets are submitted for
title, with the Circuit Court, the elector must approval by someone other than a chief
also notify the city elections official, in writing, petitioner, all of the chief petitioners must file
that the petition has been filed. written consent with the city elections official
before the initial review of the cover and
This notice must be filed with the city elections signature sheets by the city elections official.
official no later than 5:00 p.m. on the first Refer to Guidelines and Requirements for
business day following the day the petition is Petitions on pages 38-39 and the Sample Cover
filed with the Circuit Court.
Sheet on page 55.
CIRCUIT COURT CITY ELECTIONS OFFICIAL
Step 1: After receiving the text of the ordinance, cover
After a petition to review a ballot title is filed and signature sheets from the chief petitioners,
the Circuit Court conducts its review. The the city elections official reviews the sheets
review of the ballot title by the Circuit Court from the chief petitioner for compliance with
shall be the first and final review. the requirements for a proposed city
referendum petition.
32 ♦ 2000 City Elections Mlanual
Step 1: CHIEF PETITIONERS AND CIRCULATORS
The city elections official reviews the text of the After reviewing the legal requirements and
ordinance to assure that it reads exactly as the guidelines for circulating a referendum, the
ordinance adopted by the governing body. The chief petitioners and circulators may circulate
city elections official also reviews the cover and the petition (refer to page 40 of this manual for
signature sheets for compliance with the city signature requirements).
petition requirements (refer to pages 38-39 for
petition requirements). Each person collecting signatures must carry at
least one full and correct copy of the text of the
Step 2: ordinance to be referred and must allow any
person to review the text upon request. Each
The city elections official prepares and mails a signature collected must be personally
written notice to the chief petitioners detailing witnessed by the circulator whose certification
any corrections which must be made to the text, appears at the bottom of the petition sheet.
cover or signature sheets before they can be
approved for circulation.
Step 3: Filing the Referendum with the
Once the text, cover and signature sheets meet City Elections Official
all of the requirements, the city elections official (ORS 250.315)
notifies the chief petitioners in writing of
approval to circulate the referendum petition.
Once the chief petitioners have collected at
least 100 percent of the required number of
Circulating a Referendum signatures to place a referendum on the ballot,
ORS 25®.265 and the chief petitioners may submit the signature
sheets to the city elections official.
Petition
250.305)
CHIEF PETITIONERS
Once the chief petitioners receive written Only the chief petitioners may submit signature
approval of the cover and signature sheets from sheets for verification. Signature sheets will not
the city elections official, the chief petitioners be accepted from circulators, agents, circulator
may begin to collect the signatures needed to companies or any other entity. A chief
place the referendum on the ballot. petitioner must submit the signatures to the
The deadline for filing signatures with the city elections official.
city elections official is no later than the 30"'
day after the adoption of the city legislation Step 1:
sought to be referred. Before submitting the signature sheets for
verification with the city elections official, the
CHIEF PETITIONERS chief petitioners must:
Before collecting signatures, the chief a Sort signature sheets into separate stacks by
petitioners must review with circulators the county; and
legal prohibitions and guidelines for circulating
a referendum (refer to page 40). s Number each stack of sorted signature sheets
beginning with the number 1 for each county
and continue numbering sequentially until
all sheets for that county have been
numbered.
5000 City Elections Manual o 33
It is the responsibility of the chief petitioners o Verifies that each signature sheet is back to
to ensure that the signature sheets for each back with an approved cover sheet; and
county are separated and numbered o Verifies original signatures against voter
sequentially before filing the petition registration records. (Cities may make
signatures for verification. arrangements with the county elections
Step 2: official for verification of signatures).
The chief petitioners submit sorted and Note: If the petition requires more than 4,500 signatures
numbered signature sheets for verification with the county elections official may use a statistical sampling
the city elections official. The referendum must process for determining the petition's sufficiency. Refer to
contain at least 100 percent of the required OAR 165-014-0110.
number of original signatures.
Step 3: Certification of {Measure to
The chief petitioner committee's treasurer files Ballot (ORS 250.221, 250.355
a detailed contribution and expenditure report
no later than the 15" day after submitting and 254.108
signature sheets for verification. The
accounting period for this report begins on the After the signature verification process has
date the prospective referendum petition was been complete and it has been determined that
filed with the city elections official and ends on the referendum has enough valid signatures to
the date signatures were submitted for final gain ballot access, the city elections official
verification. Refer to the 2000 Campaign Finance notifies the county elections official.
Manual for detailed instructions.
CITY ELECTIONS OFFICIAL
The city elections official notifies the county
Verification of Signatures elections official of the election. The election
250 315) will be held on the next available election date
which is no sooner than the 900' day after the
After receiving the signature sheets from the referendum petition was filed with the city
chief petitioners, the city elections official elections official (refer to the timeline for ballot
begins verifying the signatures to determine if placement on page 45).
the referendum contains enough valid
signatures to qualify for the ballot. COUNTY ELECTIONS OFFICIAL
Signature verification must be completed The county election official assigns a measure
within 15 days from the date the signatures are number. Ballot measure numbers will not be
submitted for verification. repeated until the number reaches 99.
CITY ELECTIONS OFFICIAL
The city elections official processes signature
sheets submitted for verification in the
following manner:
o Compares the submitted cover and signature
sheets to the approved version(s);
e Reviews the signature sheets and the signed
circulators' certifications;
GUIDELINES AND REQUIREMENTS
FOR PETITIONS
2000 City Elections Manual • 37
Each signature sheet for an initiative petition
Initiative Petition Cover and must be printed back to back with a cover sheet
Signature Sheet Requirements and shall include:
(Oregon Constitution, Article IV, • A notice stating "Some Circulators For This
§ 1, ORS 250.265) Petition Are Being Paid", if one or more
persons will be compensated for obtaining
All cover and signature sheets must be signatures of electors on the petition;
approved in writing by the city elections • The sentence, "Do not sign this petition more
official before circulating any petition. than once";
Signatures collected on unapproved cover and • The sentence "It is unlawful to sign a petition
signature sheets will be rejected. more than one time";
Logos, slogans, advertisements, etc. or any • A space for placing the petition identification
symbol or language which may be construed number;
as advocacy will not be permitted on any
cover or signature sheet. • Statement that signers on any one signature
sheet must be registered voters from the
same county;
Cover Sheet Requirements
Each cover sheet for an initiative petition shall • Caption of the certified ballot title as issued
include: by the City Attorney's office or the Circuit
Court;
• The printed words CITY INITIATIVE • Petition circulator's certification stating that
PETITION across the top of the cover sheet; each person who signed the petition did so in
• The certified ballot title for the prospective the circulator's presence and the circulator
initiative, printed and formatted exactly as believes each signer is an elector;
prepared by the City Attorney or, when • A space for placing the signature sheet
applicable, as certified by the Circuit Court; number;
• Names, residence addresses and phone • The county verification box at the right hand
numbers of all chief petitioners as designated end of the signature sheet; and
on the Prospective Petition For Local
Initiative/ Referendum (SEL 370); and • No more than 20 signature lines with spaces
• The instructions to the petition circulators for each registered voter.
and signers exactly as they appear on the Remember, each person obtaining signatures
Prospective Petition For Local shall carry at least one full and correct copy of
Initiative /Referendum (SEL 370). the text of the measure to be initiated and shall
The chief petitioners may also include the name allow any person to review the text upon
and mailing address of the political committee request.
sponsoring the prospective initiative petition.
Signature Verification Requirements
Signature Sheet Requirements -Signature (required);
Forms SEL 371 or 373 (whichever is -Printed name*;
appropriate) may be reproduced by the chief -Residence address*;
petitioners but must appear the same as the -Date of signing petition*.
original forms. If the chief petitioners *The fields are required to be on the signature
reproduce the forms they may not use the form sheets, however, an elector's printed name,
number (SEL 371 or SEL 373) on their signature residence address and date they signed the
sheet.
38 ♦ 3000 City Elections Manual
petition are not mandatory under Oregon law. Logos, slogans, advertisements, etc. or any
These information fields, while optional, symbol or language which may be construed
provide valuable assistance to county elections as advocacy will not be permitted on any
officials who are performing the signature cover or signature sheet.
verification. If these lines are not completed,
the signatures may still be submitted for Cover Sheet Requirements
signature verification. If the county elections Each cover sheet for a prospective referendum
official can determine from the signature alone
that the elector was registered at the time the shall include:
elector signed the petition that signature will ♦ The printed words CITY REFERENDUM
count toward the total signature requirement PETITION across the top;
for the petition. If the county elections official
cannot determine the date the elector signed • ie full and correct copy of the measure in
the petition, the elector must have been lieu of the ballot title;
registered to vote during the entire period ♦ Names and residence addresses of the chief
beginning the date the petition was approved petitioners as designated on the Prospective
for circulation up to the date of filing, for the Petition For Local Initiative/ Referendum
signature to be considered valid. (SEL 370); and
Be aware, failure to provide the optional ♦ Instructions to the petition circulators and
information increases the possibility that the signers exactly as they appear on the
signature cannot be confirmed to be that of a Prospective Petition For Local
registered voter, and thus reduces the chances Initiative/ Referendum (SEL 370).
of the petition having adequate verifiable The chief petitioners may also include the name
signatures to qualify for the ballot. The optional and mailing address of the political coinmittee
information helps to confirm the identity of the sponsoring the prospective referendum
signer, particularly if the signature is illegible petition.
or difficult to read. If the optional information
is not provided and the registration status Signature Sheet Requirements
cannot be confirmed based on the signature Forms SEL 371 or 373 (which ever is
alone, then that signature will not be appropriate) may be reproduced by the chief
considered a valid signature. Circulators are petitioners but must appear the same as the
thus advised to encourage signers to corhplete original forms. If the chief petitioners
this information whenever possible. reproduce the forms they may not use the form
number (SEL 371 or SEL 373) on their signature
sheet.
Referendum Petition Cover and Each signature sheet for a referendum must be
Signature Sheet Requirements printed back to back with a cover sheet and
(Oregon Constitution, Article IV, shall include:
§ I., CARS 250.265 v 250.275) o A notice stating "Some Circulators For This
Petition Are Being Paid", if one or more
All cover and signature sheets must be persons will be compensated for obtaining
approved in writing by the county elections signatures of electors on the petition;
official before circulating any petition. o A space for placing the petition identification
Signatures collected on unapproved cover and number;
signature sheets will be rejected.
♦ The sentence, "Do not sign this petition more
than once";
2000 City Elections Manual 0 39
+ The sentence "It is unlawful to sign a petition the petition, the elector must have been
more than one time"; registered to vote during the entire period
+ Statement that signers on any one signature beginning the date the petition was approved
sheet must be registered voters from the for circulation up to the date of filing, for the
same county; signature to be considered valid.
+ Caption of the certified ballot title as issued Be aware, failure to provide the optional
' by the City Attorney's office or the Circuit information increases the possibility that the
Court. The text may be used in lieu of a ballot signature cannot be confirmed to be that of a
title; registered voter, and thus reduces the chances
of the petition having adequate verifiable
+ Petition circulator's certification stating that signatures to qualify for the ballot. The optional
each person who signed the petition did so in information helps to confirm the identity of the
the circulator's presence and the circulator signer, particularly if the signature is illegible
believes each signer is an elector; or difficult to read. If the optional information
+ A space for placing the signature sheet is not provided and the registration status
number; cannot be confirmed based on the signature
+ The county verification box at the right hand alone, then that signature will not be
end of the signature sheet; and considered a valid signature. Circulators are
thus advised to encourage signers to complete
+ No more than 20 signature lines with spaces this information whenever possible.
for each registered voter.
Remember, each person obtaining signatures
shall carry at least one full and correct copy of Format Requirements for All
the text of the measure to be initiated and shall
allow any person to review the text upon Cover and Signature Sheets
request.
The format to be followed in preparing cover
Signature Verification Requirements and signature sheets shall be:
-Signature (required); + Standard 8-1/2" x 11" size paper;
-Printed name*; + At least 20 pound (weight) number one bond;
-Residence address*;
-Date of signing petition*. + Printed on white or pastel colored paper
stock to render text readable and enable
*The fields are required to be on the signature election officials to readily verify signatures;
sheets, however, an elector's printed name, and
residence address and date they signed the + Printed in type size not smaller than 7 point.
petition are not mandatory tutder Oregon law. Size and style of type are otherwise left to the
These information fields, while optional, discretion of the petitioner, as long as it is
provide valuable assistance to county elections deemed readable and approved in writing,
officials who are performing the signature by the city elections official;
verification. If these lines are not completed,
the signatures may still be submitted for Any proposed variation to approved cover or
signature verification. If the county elections signature sheets must be resubmitted and
official can determine from the signature alone approved in writing by the city elections
that the elector was registered at the time the official, before circulating.
elector signed the petition that signature will
count toward the total signature requirement
for the petition. If the county elections official
cannot determine the date the elector signed
40 s 20M City Elections fanual
Guidelines for Circulating Warning: Violations of the circulator requirements
(circulator falsely signs statement that the circulator
Petitions (ORS 25®°265, 260°555 personally witnessed all signatures) may result in
conviction with a fine of up to $100,000 and/or jail for up
and 26®°558) to 5 years.
It is very important for chief petitioners to PETITION SIGNER
instruct circulators on the guidelines for
circulating a petition. A circulator's failure to Each petition signer:
comply with the guidelines may result in the ♦ Must be a registered voter and a resident of
rejection of petition signature sheets. To ensure the city; and
compliance with the circulating requirements
the chief petitioners must educate their • Must be a registered voter at the time of
circulators and monitor their activities. signing the petition or the person's signature
will not be counted. Signing a petition and
PETITION CIRCULATOR filling out a voter registration card at the
same time is not acceptable, unless the card is
Each petition circulator: submitted to a filing officer before 5:00 p.m.
♦ Must carry at least one full and correct copy on the same day.
of the text of the initiative or referendum and
shall allow any person to review the text
upon request; Signature Requirements for
• Must ensure all registered voters who sign a Perfected Petitions
single signature sheet are residents of the city ORS 25®°3®5)
and the same county;
e Must sign* the petition circulator's The number of registered voters' signatures
certification stating that: required to place an initiative or referendum
"I hereby certify every person who signed measure on the ballot is based upon a
this sheet did so in my presence and I percentage of voters registered in the city at the
believe each person is a qualified voter of the time the prospective petition is filed.
State of Oregon (ORS 250.045)." The percentage of signatures required are:
*Circulators must sign their legal signature. ♦ For an initiative petition, not less than fifteen
Initials are not acceptable. percent; and
♦ Shall not knowingly make any false o For a referendum on an ordinance, not less
statement regarding the contents, meaning or than ten percent.
effect of the petition to a prospective signer;
♦ Shall not offer money or any thing of value to Withdrawing a Initiative or
another person to sign or not sign a petition;
♦ Shall not sell or offer to sell signature sheets; Referendum (ORS 25®°®29,
and
e May be paid to obtain signatures on any CHIEF PETITIONERS
petition. Chief petitioners may withdraw their initiative
or referendum by submitting a Withdrawal of
Initiative or Referendum Petition (SEL 375) to
the city elections official signed by all current
chief petitioners.
2000 City Blaetlons Manual 0 41
When to Withdraw
Chief petitioners may withdraw their initiative
or referendum any time before submitting the
petition signature sheets for signature
verification.
' CITY ELECTIONS OMCIAL
The city elections official discontinues the
initiative or referendum process. After
submitting a withdrawal the chief petitioners
may not re-activate the withdrawn petition.
_ _ sis e~1w11®IIiII~~AIIw®
VaENERAL INFORMATION
I
I
1
I
f
5000 Chy 5leceions Manual o 45
Initiative and Referendum rimeline for Ballot Placement
(ORS 221.230,250-325 and 250.355)
FOR A CITY MEASURE
After the city elections official has determined that the initiative or referendum has the required
' number of valid signatures needed to be placed on the ballot, the city elections official notifies the
county elections official of the election.
COUNTY ELECTIONS OFFICIAL
After receiving notification from the city elections official of the impending election the county
elections official issues the measure a number and assigns it to the appropriate election.
The election shall be held on the next available election date in ORS 221.230 that is no sooner than the
90`' day after the measure was filed with the city governing body.
2000 Election Dates Last Day to File Initiative Measure with
Governing Body, to Qualify for this Election
March 14, 2000 December 14,1999
May 16, 2000 February 15, 2000
September 19, 2000 June 20, 2000
November 7, 2000 August 8, 2000
2001 Election Dates Last Day To Submit Signatures
To Qualify For This Election
March 13, 2001 December 12, 2000
May 15, 2001 February 13, 2001
September 18, 2001 June 19, 2001
November 6, 2001 August 7, 2001
TIMELINE FOR CITY ELECTION
3. Initiative only: The petition is
filed with the city governing
2. Signature verification body (at its next meeting).
1. Signatures are must be completed by Governing body must adopt
filed for the 15' day after the measure or refer to voters
verification. signatures are filed for within 30 days of its receipt.
verification.
Election
Day
4. Initiative: The date of the election is the next
available election date not sooner than the 901"
day after the measure was filed with the city
governing body after verification.
Referendum: The date of the election is the next
available election date not sooner than the 90'°
day after the referendum petition was filed with
the city elections official.
n
NEON
66 ® 2000 Clay lilectlans Manual
Contribution and Expenditure If the committee has an unexpended balance or
deficit and no signatures are submitted or there
Reporting (ORS Chapter 260) were not a sufficient number of valid
signatures to place the initiative on the ballot,
The chief petitioners committee's treasurer the treasurer must file a supplemental
must file a contribution and expenditure report contribution and expenditure report by
no later than 5:00 p.m. on the 15" day after 5:00 p.m. September 11, 2000.
submitting signatures for verification.
Refer to the 2000 Campaign Finance Manual for Conduct of Elections
specific instructions and requirements.
CHIEF PETITIONERS MRS Chapter 254)
Step 1: COUNTY ELECTIONS OFFICIAL
The chief petitioners appoint a treasurer and
file a Statement of Organization for Political Step 1:
Committee and Appointment of Political If the election is conducted at the polls, the
Treasurer (SEL 221) with each specific petition county elections official publishes the facsimile
at the time the chief petitioners file a ballot in a newspaper of general circulation in
prospective petition with the city elections the city. This facsimile ballot must be printed
official. no sooner than the 15'h day before and no later
than the fourth day before the election.
Step 2:
The treasurer files a detailed contribution and Step 2:
expenditure report with the city elections The county elections official conducts the
official. election.
For an initiative or referendum, the accounting
period for this report begins on the date the Step 3:
prospective initiative petition was filed with The county elections official prepares the
the city elections official and ends on the date abstract of election results and delivers them to
signatures are filed for final verification. the city elections official. The deadline for the
county elections official to submit the abstract
Refer to the 2000 Campaign Finance Manual for to the city is no later than the 20'h day after the
detailed instructions. election.
When to Report
No later than 5:00 p.m. the 15'' day after CITY ELECTIONS OFFICIAL
signatures are submitted for final verification. After receiving the abstract of votes from the
The report must be received in the office of the county, and no later than the 30" day after the
city elections official, in its entirety. election the city elections official determines
the result of the election.
Step 3:
If the measure is certified to the ballot, the chief
petitioner committee's treasurer must file
contribution and expenditure reports for that
election. Refer to the schedule of accounting
periods and filing deadlines in the 2000
Campaign Finance Manual.
HIM
DEFINITIONS
2M City Elections Manual • 51
Definitions the city elections filing officer if you have any
questions regarding city offices.)
Appropriate Attorney - The attorney who Contribution- A contribution includes:
prepares the ballot title for an initiative or
referendum petition: The payment, loan, gift, forgiving of
indebtedness, or furnishing without equivalent
• State Measure - Attorney General compensation or consideration, of money,
• County Measure - District Attorney or services other than personal services for which
County Counsel no compensation is asked or given, supplies,
equipment or any other thing of value:
• City Measure -City Attorney
(i) For the purpose of influencing an
• District Measure - District Attorney of the election for public office or an election on
county in which the elections official is a measure or of reducing the debt of a
located. candidate for nomination or election to
Appropriate Elections Filing Officer/Official - public office or the debt of a political
The person with whom the candidate or committee; or
political committee files the appropriate forms: (ii) To or on behalf of a candidate,
political committee or measure; and
• State Candidate or Measure -Elections
Division, Secretary of State's Office; Any unfulfilled pledge, subscription,
agreement or promise, whether or not legally
• County Candidate or Measure -County enforceable, to make a contribution.
Elections Official;
• City Candidate or Measure - City Note: Regarding a contribution made for compensation or
consideration of less than equivalent value, only the
Recorder/Auditor; or excess value it is considered a contribution.
• District Candidate or Measure - County For more detail, refer to the 2000 Campaign
Elections Official or District Elections
Finance Manuel.
Official. (For a district located in more than
one county, if applicable, the County County Offices - The elected public offices of
Elections Official of the county in which the an area of land which has been designated by
administrative office of the district is the state as a county and which may be voted
located.) on only by the registered voters of the office's
Chief Petitioner - The individual responsible electoral district. County offices generally
for the preparation and organization of an include County Commissioners, a County
initiative, recall or referendum petition. No Assessor, a County Clerk, a County Sheriff, a
more than three persons may be designated as County Surveyor and a County Treasurer. (The
chief petitioners for any one petition. offices may vary depending upon the county's
charter and ordinance requirements. Contact
City Offices - The elected public offices of an the county elections filing officer if you have
area of land which has incorporated as a city any questions.)
and which may be voted on only by the
registered voters of the office's electoral district. District Offices - The elected public offices of
City offices generally include one Mayor, four an area of land which has been designated as a
(4) City Councilors, a municipal Judge and any special service district (such as a transportation
other officers the city council considers or water district) and which may be voted on
necessary for the conduct of business. (The only by the registered voters of the office's
offices may vary depending upon the city's electoral district. District offices generally
charter and ordinance requirements. Contact include a board of directors. (The offices may
vary depending upon the district's statutory
32 ♦ 2000 Chy Elections Manual
requirements. Contact the county elections Measure - Includes any of the following
filing officer if you have any questions.) submitted to the people for their approval or
Electoral District - An area within the state, rejection at an election:
county, city or district that is designated to be ♦ An Act or part of an Act of the Legislative
governed or represented by a particular elected Assembly;
public office or governing body. ♦ A county, city or special district legislation;
Electors - Registered voters in the State of ♦ A proposed law;
Oregon.
♦ A proposition or question; or
Expenditure - Includes the payment or ♦ A proposed revision or amendment to the
furnishing of money or anything of value or the Oregon Constitution.
incurring or repayment of indebtedness or
obligation by or on behalf of a candidate, Measure Committee - A political committee
political committee or person in consideration organized exclusively to support or oppose one
for any services, supplies, equipment or other or more measures certified to a ballot in
thing of value performed or furnished for any Oregon. Measure committee includes the
reason, including support of or opposition to a committee designated by the chief petitioners
candidate, political committee or measure, or of an initiative or referendum petition.
for reducing the debt of a candidate for Nonpartisan Office - An office for which the
nomination or election to public office. candidate does not run under the name of any
Also includes contributions made by a political party. Nonpartisan offices include:
candidate or political committee to or on behalf Judge (Supreme Court, Court of Appeals, Tax
of any other candidate or political committee. Court and Circuit Court), Superintendent of
Public Instruction, Commissioner of the Bureau
Independent Candidate - A candidate filing of Labor and Industries, any elected office of a
for a partisan office by Assembly of Electors or metropolitan service district under ORS chapter
Individual Electors, and who has not been a 268, justice of the Peace, Sheriff, County Clerk,
member of a political party during the last 180 County Treasurer, County Assessor, County
days before the deadline for filing the certificate Surveyor, District Attorney and all city and
of nomination. district offices. (The nonpartisan offices may
vary depending upon a county's or city's
Independent Expenditure - An expenditure charter and ordinance requirements or a
by a person for a communication expressly district's statutory requirements. Contact the
advocating the election or defeat of a clearly appropriate elections official for further
identified candidate that is not made with the clarification.)
i cooperation or with the prior consent of, or in
consultation with, or at the request or OAR - Oregon Administrative Rules.
i suggestion of, a candidate or any agent or
authorized committee of the candidate. ORS - Oregon Revised Statutes.
Initiative Petition - A petition by registered Partisan Office - An office for which the
3 voters to place a measure on a ballot. candidate runs under a political party
affiliation.
In-kind - A good or service, other than money,
having monetary value. Perfected Petition - The prospective petition,
including the verified signatures and other
Local Measure - Any measure to be voted identification of petition signers, required to be
upon by the registered voters of a county, city contained in a completed petition.
or special district.
Person - An individual, corporation, limited
liability company, labor organization,
E000 City Elections Manual a 33
association, firm, partnership, joint stock State Offices - Governor, Secretary of State,
company, club, organization or other State Treasurer, Attorney General,
combination of individuals having collective Commissioner of the Bureau of Labor and
capacity. Industries, Superintendent of Public
Instruction, Judge (Supreme Court, Court of
Political Committee - A combination of two or Appeals, Tax Court and Circuit Court), State
more individuals, or a person other than an Senator, State Representative or District
individual, that has received a contribution or Attorney.
made an expenditure for the purpose of
supporting or opposing a candidate, measure Statewide Offices - The elected public offices
or political party. Expenditure does not include of the state of Oregon which may be voted on
a contribution to a candidate or political by all the registered voters of the state
committee required to report the contribution (Governor, Secretary of State, State Treasurer,
or an independent expenditure that is required Attorney General, Commissioner of the Bureau
to be reported. Political committee also of Labor and Industries, Superintendent of
includes an individual that solicits and receives Public Instruction, Supreme Court Judge, Court
a contribution. of Appeals Judge and Tax Court Judge.)
Principal Campaign Committee - Apolitical Treasurer - A person appointed by a candidate
committee formed by an individual running for or political committee to manage and report the
political office. Principal campaign committee contributions and expenditures of the
also includes a person who in preparing to candidate or political committee. A treasurer
become a candidate in a general election shall perform all the duties prescribed for a
receives a contribution or loan or makes an candidate or political committee under ORS
expenditure of more than $2000 before the date 260.005 and 260.035 to 260.156. For further
of the primary election. details, refer to the 2000 Campaign Finance
Prospective Petition - The information and Manual.
filing forms, except signatures and other
identification of petition signers, required to be
contained in a completed petition.
Public Office - Any national, state, county, city
or district office or position, except a political
party office, filled by electors.
Referendum Petition - A petition by registered
voters to place on a ballot a measure which was
passed by the Legislative Assembly, or the
governing body of a county, city or district.
Registered Voter - A resident of the State of
Oregon who:
o is a U.S. citizen;
♦ is 18 years of age or older; and
• is registered more than 20 calendar days
before the election.
State Measure - A measure to be voted on by
the registered voters of the entire state.
Im 11NIM J
SgMpLE COYER 5H6ET
COUNTY/CITY/DISTRICT INITIATIVE PETITION Cover & Signature
Sample Cover Sheet or Sheets Must Be Back
COUNTY/CITY/DISTRICT REFERENDUM PETITION to Back
Replace X's with actual text of certified or amended ballot title.
XXXXX XXX XXXXXXXX XXXXXX XXXXXX XXX XXXXXXXXXX XX XXXX XXXXXXXXX
XX XX XXX XXXXXX XX XXXX XXXXXXXXXXXXXX XX XXXX XX
CAPTION: xxxxxx xxx xxxxx xx xxxxx xxxx xx xxx xxxxx xx xxxxxxxxxxx xx xxx xxxx xxx xxx xx xxxxx xx xxxxx
xxxx xxxxxxxx xxxxxx.
QUESTION: xxxxxx xxx xxxxx xx xxxxx xxxx xx xxx xxxxx xx xxxxxxxxxxx xx xxx xxxx xxx xxx xx xxxxx xx xxxxx
xxxx xxxxxxxx xxxxxxx.
SUMMARY: xxx xxxx xxx xxx xxxxx xxx xxxxx xx xxxxx xxxx xx xxx xxxxx xx xxxxxxxxxxx Xx xxx xxxx xxx xxx
xx xxx xx xxxxx xxxx xxxxxxxx xxxxxx.xxxxxxx xxx xxx xx xxxxx xx xxxxx xxxx xxxxxxxx xxxxxx.xxxxxxx xxxxx xx xxxxx
xxxx xx xxx xxxxxxxxxxx xx xxx xxxx xxx xxx xx xxxxx xx xxxxx xxxx xxxx xxxxxx.xxxxx xxx xxxxx xx xxxxx xxxx xx xxx
xxxxx xx xxxxxxxxxxx xx xxxxx xxxx xxxxxxxx xxxxxx.xxxxx xxx xxxxx xx xxxxx xxxx xx xxx xxxxx xx xxxxxxxxxxx xx xxx.
A chief petitioner may, but is not required to, place the text of an initiative or referendum petition here. If you choose to
place the text here replace this text and all X's below with the actual text of the initiative or referendum. If the text is not
attached, the person obtaining signatures on the petition shall carry at least one full and correct copy of the measure to be
initiated or referred and shall allow any person to review the text upon request of the person (ORS 250.165, ORS 250.265 or
ORS 255.135).
XXX XXXXX XXXXX:
(X) xxx x xxxxx xx xxxxx xxxxxxxxxx xx xxxxx xxxx xx x xxx xxxxxxx xxxxxx x xxxxxxxx x xxxxxxx xxxxxx x xx xx
xxx x xxxxx xx xxxxx xxxxxxxxxx xx xxxxx xxxxxx x xxxxxxx xxxxxx x xx xx.
(X) xxx x xxxxx xx xxxxx xxxxxxxxxx xx xxxxx xxxx xx x xxx xxxxxxx xxxxxx x xxxxxxxx x xxxxxxx xxxxxx x xx xx
xxx x xxxxx xx xxxxx xxxxxxxxxx xx xxxxx xxxx xx x xxx xxxxxxx xxxxxx x xxxxxxxx x xxxxxxx
XXXXXX:
(X) xxx x xxxxx xx xxxxx xxxxxxxxxx xx xxxxx xxxx xx xxx x xxxxx xx xxxxx xxxxxxxxxx xx xxxxx xxxx xx x xxx
XXXXXXX XXXXXx x xxxxxxxx X XXXXXXX XXXXXX X XX Xx.
CHIEF PETITIONERS:
Name Name Name
Residence Address Residence Address Residence Address
City State Zip Code City State Zip Code City State Zip Code
Phone number Phone number Phone number
INSTRUCTIONS
FOR CIRCULATORS FOR SIGNERS
Only registered voters of the county, city or district may sign a Only registered voters of the county, city or district may sign a
petition. petition. Sign your full name, as you did when you registered
All signers on any one signature sheet must be registered voters of the to vote.
same county. Please fill in the date on which you signed the petition, your
printed name and your residence address in the spaces
i It is advisable to use a pen for signing petitions.
provided.
~
Only one circulator may collect signatures on any one sheet of a A woman should sign her own name, not her husband's or her
i petition. husband's initials (for example: not "Mrs. John A. Jones" or
i It is unlawful for a petition circulator to knowingly make any false "Mrs. J. A. Jones").
statement to any person who signs it or requests information about it. It is unlawful to sign any person's name other than your own.
_ It is unlawful to circulate or file a petition knowing it to contain a Do not sign another persons name under any circumstances.
false signature. It is advisable to use a pen for signing petitions.
Each circulator must personally witness all signatures the circulator It is unlawful to sign a petition more than once.
collects.
It is unlawful for a person to knowingly sign a petition when
Warning: Falsely signing the circulator's certification may result in the person is not qualified to sign it.
conviction with a fine up to $100,000 and/or jail for up to five years.
~O not sign petition more than once. PETITION I.D.
this THIS IS A COUNTY/ than (It is unlawful to sign a petition ..,e °ne time.)
CITY / D I S T R I C T
11 REFERENDUM MEASURE PETITION. SIGNED OF THIS pETI TION FOR LOCAL Q INITIATIVE SIGNATURE SHEET UGISTERED VOTERS IN
lCITYlDISTRIC•T OF of this
dtstri for their approval or rejection. A full and correct copy
TO THE COUNTY ELE~'IONS FILING OFFICER/CITY RECORDER (AUDITOR), C /dtY/ COUNTY ONLY.
request this measure be submitted t the residents of the county measure
We, the undersigned voters, measure was made available for review and we have not Previously sied a petition sheet for this
My u,,D ZIP CODE
ESIDENCE ADDRESS I
(Insert caption of ballot title OR number of ordinance%SIC oWtion and dPRINT NAME SRTREErANDNUMBER
SIGNATURE raomArra
1.
2.
3.
N
4.
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y ti
5. >
6.
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7. vo It
H h N
S. 0 ~oN
9 d m
O R N
s°, t>r o
10. w U ~
m
11. w
o A O o
12. W t?
13. w
W
14. W o z
15. d Q
a A
16.
17. 0 W
v
w
18. O a
19. ~ O
N V
20. I OCAL INITIATIVE/REFERENDUM MEASURE PETITIO presence and I believe each person is a L3 O
ATOR S CERTI1ICAT1ON erson who signed this beet did so in my P 1031 W
CIRCUL I hereby certify every p w x
district (ORS 250.165, 250.265,255.135,198.750, 22 • V
qualified voter in the county /city/ y, Q
a z
THIS CERTIFICATION MUST BE SIGNATURE OF CIRCULATOR v o U
U V'
SIGNED BY THE CIRCULATOR. PRINTED NAME OF CIRCULATOR
SHEET NUMBER CIRCULATOR'S ADDRESS (street, city and zip code)
1 toov*AS
F
-slog
---MEN MINNOW
s
REM
i
SEL 120 ORS 249.031
REV. 10/99 FILING OF CANDIDACY FOR NONPARTISAN NOMINATION
PLEASE TYPE OR LEGIBLY PRINT IN BLACK INK.
NOTE: This information is a matter of public record and may be published or reproduced.
INCUMBENT FOR OFFICE OF JUDGE FILING FOR OFFICE OF
NAME OF CANDIDATE
DISTRICT AND DEPARTMENT OR POSITION NUMBER
NAME SHOULD APPEAR ON BALLOT AS FOLLOWS RESIDENCE ADDRESS (sTREET/RouTE, CITY, STATE, ZIP CODE)
TELEPHONE (HOME) TELEPHONE (WORK) COUNTY OF RESIDENCE:
MAILING ADDRESS TO WHICH ALL CORRESPONDENCE WILL BE
FAX EMAIL SENT
TO THE
SECRETARY OF STATE OF OREGON
COUNTY ELECTIONS OFFICIAL OF _ COUNTY
CITY RECORDER (AUDITOR), CITY OF
F1 FILING OF CANDIDACY BY DECLARATION, WITH THE REQUIRED FILING FEE (oRs 249.o56).
FILING FEES
FILING OF CANDIDACY BY DECLARATION STATE VOTERS' PAMPHLET
(ORS 249.056)
OFFICE
STATEWIDE OFFICES $100 $1000
CIRCUIT COURT JUDGE $ 50 $300
DISTRICT ATTORNEY $ 50 $300
MSD EXECUTIVE OFFICER, MSD AUDITOR $100 $300
MSD COUNCILOR $ 25 $300
COUNTY OFFICE $ 50 $300
CITY OFFICE • •+$300
JUSTICE OF THE PEACE NONE N/A
"SET BY CHARTER OR ORDINANCE
"FOR CITIES WITH A POPULATION OF 50,000 OR MORE (ORS 251.005)
Filing of candidacy by PROSPECTIVE petition, with the required proposed signature sheet signed by the candidate (SEL 121) and
statement one or more circulators will or will not be compensated (SEL 300) (ORS 249.020).
❑ Filing of candidacy by PERFECTED petition, with the required signature sheets properly certified by the appropriate county elections
officials (ORS 249.020, 249.064).
2000 FILING DATES
PRIMARY ELECTION GENERAL ELECTION
FILING FOR CANDIDACY: FIRST DAY SEPTEMBER 9,1999, 8:00 A.M. MAY 31, 2000, 8:00 A.M.
FILING FOR CANDIDACY: LAST DAY MARCH 7,2000,5-.00 P.m. AUGUST 29, 2000,5:00 P.M.
FILING FOR STATE VOTERS PAMPHLET: MARCH 9, 2000, 5:00 P.M. AUGUST 29, 2000, 5:00 P.M.
FOR OFFICE USE ONLY
INITIALS CASH OR CHECK NUMBER
RECEIPT NUMBER PRINCIPAL CAMPAIGN COMMITTEE IDENTIFICATION NUMBER
OFFICE NUMBER CANDIDATE IDENTIFICATION NUMBER
REQUIRED INFORMATION
(ORS 249.031)
OCCUPATION (PRESENT EMPLOYMENT - PAID OR UNPAID)
OCCUPATIONAL BACKGROUND (PREVIOUS EMPLOYMENT - PAID OR UNPAID)
EDUCATIONAL BACKGROUND (SCHOOLS ATTENDED; LAST GRADE COMPLETED; DEGREE(S), IF ANY)
PRIOR GOVERNMENTAL EXPERIENCE (ELECTED OR APPOINTED)
NOTE: This information is a matter of public record and may be published or reproduced.
By signing this document, I hereby state:
THAT 1 shall accept the nomination for the office indicated above;
THAT 1 shall qualify for said office if elected;
THAT all information provided by me on this form including my occupation, educational and occupational background, and prior governmental experience, is true to the best
of my knowledge.
Candidate's signature Date signed
WARNING: Any person who supplies any information on this form, knowing it to be false, is subject upon conviction to imprisonment in the penitentiary for up to five years or to a
fine of $100,000, or both (ORS 260.715).
No person shall file a nominating petition or declaration of candidacy for more than one lucrative office before the date of the primary election, unless the person first files a written
withdrawal with the officer who accepted the initial filing (ORS 249.013(1)).
SEL 121 PETITION FOR NONPARTISAN NOMINATION PETITION I.D.
REV. 10/99 ORS 249.071 SIGNATURE SHEET
ONE OR MORE/NO (CIRCLE ONE) CANDIDATES NAME THIS IS A CANDIDATE NOMINATING
PETITION. SIGNERS OF THIS PAGE MU
PETITION CIRCULATORS WILL BE OFFICE DISTRICT, POSITION, DEPARTMENT OR ZONE NUMBER BE REGISTERED VOTERS IN
COMPENSATED. COUNTY ONLY.
TO THE SECRETARY OF STATFICOUNTY WE, THE UNDERSIGNED VOTERS, REQUST THE CANDIDATE'S NAME PRIMED ABOVE, FOR NOMINATION TO THE OFFICE INDICATED, BE PLACED UPON THE APPROPRIATE
ELECTIONS OFFICIALICITY RECORDER: BALLOT AT THE NEXT ELECTION FOLLOWING THE FILING OF THIS PETITION.
DAR MNm RESIDENCE ADDRESS
SIGNATURE RID D,.,. PRINT NAME CffYANDLFCODE STREETANDNUMRER Q
o z
2 U3 p
~n p
3 m z
4. La M
1 Lo
5.
u t-
m Z
c Z O
6.
7 of
a, z D:
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8. >
o Sri
9. H a
m
10. to
11. -0 o ~
m c
y
12.
O
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13. m
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m
14. o J In
15. a, U
a
16. O N
17. t0 i z u
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Is. O
Z LU
19. obbo IZ
20. h u w
CIRCULATOR'S CERTIFICATION PETITION FOR NONPARTISAN NOMINATION Iw- FW- a
¢ ~ d ?
I hereby certify every person who signed this sheet did so in my presence and I believe each person is a p O q z
qualified voter of the state of Oregon (ORS 249.061, 249.072). Warning: falsely signing this statement may result IU p
THIS CERTIFICATION MUST BE in conviction with a fine of up to $100,000 and/or jail for up to five years. (ORS 260.715). w Z
SIGNED BY THE CIRCULATOR. SIGNATURE OF CIRCULATOR O H O o
PRINTED NAME OF CIRCULATOR v o CZ9 0 m
v 0
SHEET NUMBER CIRCULATOR'S ADDRESS (street, city and zip code) U t Z vii
ORS 248.008
SEL 300
REV. 10199 ORS 249.061
ORS 249.078
ORS 249.740
ORS 249.865
STATEMENT ONE OR MORE PETITION CIRCULATORS WILL BE ORS 250.045
COMPENSATED ORS 255.265
ORS 255.135
I/We hereby declare one or more petition circulators will be paid money or other valuable consideration
for obtaining signatures of registered voters on the attached petition or certificate. I/We understand the
filing officer must be notified not later than the tenth day after I/we first have knowledge or should
have had knowledge no petition circulator is being paid for obtaining signatures.
Identify Petition
(Name of Candidate or Minor Political Party on Prospective Petition;
or Subject of Initiative, Referendum Petition or Name of Officeholder on Recall Petition)
Signed* Date signed
Date signed
Date signed
*Statement must be signed by one of the following persons or groups:
- candidate for nomination;
- all chief petitioners for initiative or referendum petition;
- chief petitioner for recall petition;
- chief sponsor for certificate of nomination;
- chief sponsor for minor political party formation petition.
STATEMENT NO PETITION CIRCULATORS WILL BE
COMPENSATED
I/We hereby declare no petition circulator will be paid money or other valuable consideration for
obtaining signatures of registered voters on the attached petition or certificate. I/We understand the
filing officer must be notified not later than the tenth day after I/we first have knowledge or should
have had knowledge one or more petition circulators is being paid for obtaining signatures.
Identify Petition
(Name of Candidate or Minor Political Party on Prospective Petition;
or Subject of Initiative, Referendum Petition or Name of Officeholder on Recall Petition)
Signed* Date signed
Date signed
Date signed
*Statement must be signed by one of the following persons or groups:
- candidate for nomination;
- all chief petitioners for initiative or referendum petition;
- chief petitioner for recall petition;
- chief sponsor for certificate of nomination;
- chief sponsor for minor political party formation petition.
lolls 11111N1 1111M 1111111 MINE
SEL 150 ORS 249.170
REV. 10/99 WITHDRAWAL OF CANDIDACY OR NOMINATION ORS249.180
PLEASE TYPE OR LEGIBLY PRINT IN BLACK INK.
Q CANDIDACY FOR NOMINATION WITHDRAWING FROM NOMINATION FOR OFFICE OF
11 NOMINATION TO POLITICAL PARTY
NAME OF CANDIDATE DISTRICT, DEPARTMENT OR POSITION NUMBER
RESIDENCE ADDRESS (STREET/ROUTE, CITY, STATE, 2IP CODE)
NAME SHOULD APPEAR ON BALLOT AS FOLLOWS
TELEPHONE (HOME) TELEPHONE (WORK) COUNTY OF RESIDENCE:
MAILING ADDRESS TO WHICH ALL CORRESPONDENCE WILL BE
FAX EMAIL SENT
FILING OFFICER FOR POSITION WITHDRAWN:
El SECRETARY OF STATE COUNTY ELECTIONS CITY RECORDER
I SUBMIT THIS NancE OF wrrHDRAWAL FROM CANDIDACY OR NOMINATION TO THE ABOVE NAMED OFFICE. MY REASON FOR THIS WITHDRAWAL IS:
CANDIDATES SIGNATURE DATE
NOTE: A candidate who desires to withdraw must do so by the 67th day before the date of the primary or general election (ORS 249.170,
249.180).
FOR THE 2000 PRIMARY ELECTION, THE WITHDRAWAL DEADLINE IS MARCH 10, 2000.
LTHE.2000S GENERAL ELECTION, THE WITHDRAWAL DEADLINE IS SEPTEMBER 1, 2000.
FOR OFFICE USE ONLY
NUMBER PRINCIPAL CAMPAIGN COMMITTEE IDENTIFICATION NUMBER
NUMBER CANDIDATE IDENTIFICATION NUMBER
SEL 220 ORS 260.037
It". 9/" Candidate's Statement of Organization ORS 260.039
ORS 260.041
Please type or print legibly in black ink.
I Primary 20 General 20 Other election date ❑ Will exist for more than one year
2 This filing is an: ❑ Original ❑ Amendment ❑ Discontinuation
3 Name of principal campaign committee
Committee address (street/route, city, state, zip code) - no post office box numbers
Name of treasurer Telephone numbers
work home
Mailing address to which all committee correspondence will be sent
4 Name of candidate
Residence address (street/route, city, state, zip code) - no post office box numbers
Mailing address to which all candidate correspondence will be sent
Occupation of candidate Telephone numbers
work home
Name of office sought (include county, position, department or zone number, if applicable)
i
i
5 Additional address that may be used on political publications (post office box or street/route, city, state, zip code)
i
i
i
6 Party affiliation (complete only if filing for partisan office)
❑ Democratic ❑ Libertarian ❑ Pacific Green
❑ Republican ❑ Not a member of a party ❑ Other
7 Political committee intends to solicit funds by (mark all that apply):
❑ Direct mail ❑ Personal contact ❑ Radio ❑ Television
❑ Banquet ❑ Newspaper ❑ Other
Please complete and sign the hock side of this forms
8 Committee Directors (if any)
Name Address (including zip code) Occupation
If two or more directors of this political committee are also directors of another political committee, list the names of those
directors and the name and address of the other political committee(s).
By signing this document I acknowledge that I am personally liable for any penalties imposed under ORS chapter 260.
Candidate's signature Treasurer's signature (if different than candidate)
Date signed Date signed
Important: Both the candidate and treasurer of a principal campaign committee must sign the Statement of Organization.
Instructions
Filing an original Statement of Organization
Three (3) copies of this completed form must be filed within three business days of first receiving a contribution or making an
expenditure. A date stamped copy, which includes your identification number, will be returned to you as an acknowledgment of your
filing. NOTE: A candidate may have only one principal campaign committee.
A candidate who serves as the treasurer
A candidate may either serve as the candidate's own treasurer or may appoint a separate treasurer. A candidate who serves as
their own treasurer and who does not expect to receive or spend more than $300 for the entire election is not required to file a
Statement of Organization or contribution and expenditure reports. However, if at any time they exceed $300 in either contributions
or expenditures, they must then file a Statement of Organization and contribution and expenditure reports.
Amending information on this form
Any change in the information on this form must be filed within ten (10) days of the change. To notify the filing officer of a change in
i information, submit three (3) copies of this form, completed in its entirety, and mark the "Amendment" box.
i
1 Discontinuing
i You must file a final contribution and expenditure report that shows a zero balance, along with a completed SEL 220 with the
i 'Discontinuation' box marked.
i
For Office Use Only
Initials Committee ID Number
Office Number Candidate ID Number
[--F~ 111111111AME lmilpmiiimlmilm M10110
SEL370 PROSPECTIVE PETITION FOR LOCAL ORS 250.165
REV. 10/99 ORS 250.265
INITIATIVE REFERENDUM ORS 255.135
MEASURE
COUNTY CITY DISTRICT
TO THE COUNTY ELECTIONS FILING OFFICERXITY RECORDER (AUDITOR):
We, the undersigned, request the (circle one) district attorney/city attorney prepare a ballot title for the attached proposed
measure to be submitted to the people of (name of county /city/ district) for their approval or rejection.
DESIGNATING CHIEF PETITIONERS
Every petition shall designate not more than three persons as chief petitioners, setting forth the name,
residence address and title (if officer of sponsoring organization) of each.
1. NAME (PRINT) SIGNATURE
RESIDENCE ADDRESS
MAILING ADDRESS (IF DIFFERENT)
CITY, STATE, ZIP CODE DAY TELEPHONE
SPONSORING ORGANIZATION (IF ANY)
2. NAME (PRINT) SIGNATURE
RESIDENCE ADDRESS
MAILING ADDRESS (IF DIFFERENT)
CITY, STATE, ZIP CODE DAY TELEPHONE
SPONSORING ORGANIZATION (IF ANY)
3. NAME (PRINT) SIGNATURE
RESIDENCE ADDRESS
MAILING ADDRESS (IF DIFFERENT)
CITY, STATE, ZIP CODE DAY TELEPHONE
SPONSORING ORGANIZATION (IF ANY)
INSTRUCTIONS
FOR CIRCULATORS FOR SIGNERS
Only registered voters of the county, city or district may sign a Only registered voters of the county, city or district may sign
petition. a petition. Sign your full name, as you did when you registered to
vote.
All signers on any one signature sheet must be registered voters of
the same county. Please fill in the date on which you signed the petition, your printed
name and your residence address in the spaces provided.
It is advisable to use a pen for signing petitions.
A woman should sign her own name, not her husband's or her
Only one circulator may collect signatures on any one sheet of a husband's initials (for example: not "Mrs. John A. Jones" or
petition. "Mrs. J. A. Jones").
It is unlawful for a petition circulator to knowingly make any false It is unlawful to sign any person's name other than your own.
statement to any person who signs it or requests information about Do not sign another person's name under any circumstances.
it.
It is advisable to use a pen for signing petitions.
It is unlawful to circulate or file a petition knowing it to contain a
false signature. It is unlawful to sign a petition more than once.
Each circulator must personally witness all signatures the circulator it is unlawful for a person to knowingly sign a petition when the
collects. person is not qualified to sign it.
Warning: Falsely signing the circulator's certification may result in
conviction with a fine up to $100,000 and/or jail for up to five years.
SEL 300 ORS 248.008
REV. 10/99 ORS 249.061
ORS 249.078
ORS 249.740
ORS 249.865
STATEMENT ONE OR MORE PETITION CIRCULATORS WILL BE ORRS22550.165
COMPENSATED ORS 250.265
ORS 255.135
I/We hereby declare one or more petition circulators will be paid money or other valuable consideration
for obtaining signatures of registered voters on the attached petition or certificate. I/We understand the
filing officer must be notified not later than the tenth day after I/we first have knowledge or should
have had knowledge no petition circulator is being paid for obtaining signatures.
Identify Petition
(Name of Candidate or Minor Political Party on Prospective Petition;
or Subject of Initiative, Referendum Petition or Name of Officeholder on Recall Petition)
Signed* Date signed
Date signed
Date signed
*Statement must be signed by one of the following persons or groups:
- candidate for nomination;
- all chief petitioners for initiative or referendum petition;
- chief petitioner for recall petition;
- chief sponsor for certificate of nomination;
- chief sponsor for minor political party formation petition.
m------------------------ m-------------
STATEMENT NO PETITION CIRCULATORS WILL BE
COMPENSATED
I/We hereby declare no petition circulator will be paid money or other valuable consideration for
obtaining signatures of registered voters on the attached petition or certificate. I/We understand the
filing officer must be notified not later than the tenth day after I/we first have knowledge or should
have had knowledge one or more petition circulators is being paid for obtaining signatures.
Identify Petition
(Name of Candidate or Minor Political Party on Prospective Petition;
or Subject of Initiative, Referendum Petition or Name of Officeholder on Recall Petition)
Signed* Date signed
Date signed
Date signed
*Statement must be signed by one of the following persons or groups:
- candidate for nomination;
- all chief petitioners for initiative or referendum petition;
- chief petitioner for recall petition;
- chief sponsor for certificate of nomination;
- chief sponsor for minor political party formation petition.
FETIT,ON I.D'
e> COUNTY!
ore than onC THIS IS A I CT
Ln R
onp t sign this peCi . woe tan on' rune.) CITY / DIST OF
MEASURE SIGNERS
on T S I PAGE Sr IvtUBE
unlawful to signapeti ti REFERENDUM REGISTERED VOTEp;S IN
(It is INITIAVE
FOR LOCAL 0 TuRE SYIEET full and correct Copy °f this
PETITION giGN A ~DISTItICf of ect(on. A COUNTY O1~II Y.
(CITY their appiOVal or ref
DITOR),COUN city/districtfor
ORDER (P" county
Cm 0o ZIY CODE
f the t for this medsute
CER(CiTY REC to the esidents o hee
OFF!
LING signed a petition s
TO THE COUNTY ELvoterso eq e t this mease na have not ltted previously AE
FnETAI,yp NUM
opted)
We, the undersi available for review and NT NAME
F~
measurewasm berofordinance/resolotion and date two
µO U~ n
(Insert caption of ballot title RE
SIGNA
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RENDUMMEASUREPETITION and I believe each F
18. resence
19. iNITIATIVE)REFE ed this sheet did $O in mY p 031). a U
ION LOCAL f every person who sig" ORS 254.165,.50.7.65,255'13 98.750, S
20' CERTIFICA~ I hereby cerh y cit /distract t
CIRCULATOR'S county/ y v v'
qualified voter in the TOR H
CIRCULA
LION MUST EE SIGNATURE OF CIRCULATOR
'TIIIS CERTIFIC CIRCULATOR. PRINTED NAME OF t, city and ZIP code)
SIGNED BY THE DDRESS (stree
CIRCULATORS A powow
Y
PETITION I.D. ~ Y
once. A COUNT /
THIS IS 1STRICT
mOtethan° CITY / Of
peff _ e l ERs
D° not Sign 0 to S ip a petition more than REFERENDUM MEASURE TH S 1 p A OARS N
(It is uni VE 0 gEGIST6RS
INITIATI EEt t co of this
c7rr U
0 jaJors URE SH ICT coast PY CpUN 19 OF _ o • A full and pNLY
PETITION FOR LOCH OUN1 CITYlD1STR royal or reed IY
iQ1191
-~t~S petition SIGN AT
F®Ya DER (AUDITOR?, Ccounty /city/ district for their aPP
Q °►n RECOto the residents of the t for thls measure. Dnfcoor,
M S FILING OFFICERICS b fitted a petition shee CITY
ION Signed
TO TIIE CO EL oCters, request this measure be reviously Si g aES1UrKCE ADDRrss
UN ned and we have not P date adopted) s[xr "tiDNUµerlc
We the unders de available for review E
resolution and
measure was m bet of ordinance! pItIN'r NAM
OR nun' "JEStcxto
lion of ballot title Mu oAS^~
([nsertcap SIGNATORE
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17. each person is a A O
ETITION and I believe
1f3. UNt MEASURE P resence
95.750, 1.031) u d
END who signed did so in my p .
TNEI RE FER this sheet 198'.750,221-031
A INITIA 5'135, T
L Z
19. LOC 250.?.65,25
y erson f 0165, 9 % 20. ATORIS CERTIFICAON I hereby certify in the o my/cih J district ( OR'`25 U
L N
CIRCI3 vote
qualified CULATQR
TION M TOR E SIGNATURE OFE OP CIRCULATOR zip code
TIFICA CULA TED NAM Stceet• city and
gIJIS C BY T R'E CIR PRIM ADDRESS l GNED CIRCULATORS
SEL375 WITHDRAWAL OF 0 INITIATIVE OR 0 REFERENDUM PETITION ORS 250.029
REV 10/99
PLEASE TYPE OR LEGIBLY PRINT IN BLACK INK
❑ COUNTY, CITY or
DISTRICT of WITHDRAWING PETITION TITLED (CAPTION
OF BALLOT TITLE OR SUBJECT OF ACT):
❑ STATEWIDE
PETITION ID, if applicable ELECTION ID, if applicable DATE PROSPECTIVE PETITION FILED:
TO THE SECRETARY OF STATE OF OREGON/COUNTY ELECTIONS OFFICIAL/CITY RECORDER:
I/WE SUBMIT THIS NOTICE OF WITHDRAWAL FOR THE PETITION NAMED ABOVE. MY/OUR
REASON FOR THIS WITHDRAWAL IS: (optional)
Printed name of chief petitioner Signature of chief petitioner Date signed
Printed name of chief petitioner Signature of chief petitioner Date signed
Printed name of chief petitioner Signature of chief petitioner Date signed
The chief petitioners of an initiative or referendum petition may withdraw the petition at any time prior to
the submission of the petition for signature verification.
FOR OFFICE USE ONLY
R% ITTALS PETITION ID
RECEIPT NUMBER
S~ v.Ro229M STATEMENT OF ORGANIZATION oORS26600.118
Designation of
Political Committee and Appointment of Treasurer and Directors
Please type or print legibly in black ink.
Primary 20 General 20 Other election date ❑ Will exist for more than one year
This filing is an: ❑ Original ❑ Amendment ❑ Discontinuation
This filing is with: ❑ Principal Filing Officer ❑ Secondary Filing Officer
Name of political committee Abbreviation or acronym
Residence address (street/route, city, state, zip code) - no post office box numbers
Additional address that may be used on political publications (post office box or street/route, city, state, zip code)
Name of treasurer Telephone numbers
(homal
Mailing address to which all correspondence will be sent
Type of Political Committee
(mark only one box)
❑Miscelianeous ❑Measure ❑Political Party
Support or oppose one or more of the • Chief petitioners of initiative or • A major or minor party defined in ORS
following: referendum petition chapter 249
• Specific candidates • Exclusively support or oppose one or more • A committee established by a major or
• Entire ticket of a political party measures on ballot minor party under party bylaws (e.g.,
county central committee)
• Candidate in a recall election (includes
chief petitioner of recall petition)
• Multiple candidates and measures
Candidate Name/Party Name/Title of Measure or Petition Support Oppose
a ❑ ❑
' ❑ ❑
❑ ❑
Nature of political committee
Political committee intends to solicit funds by (mark all that apply):
❑ Direct mail ❑ Personal contact ❑ Radio ❑ Television
❑ Banquet ❑ Newspaper ❑ Other
Please complete and sign the back side of this form.
Committee Directors/Chief Petitioners
Name Address (including zip code) Occupation
If two or more directors of this political committee are also directors of another political committee, list the names of those
directors and the name and address of the other political committee(s).
By signing this document I acknowledge that I am personally liable for any penalties imposed under ORS chapter 260.
Treasurer's signature Date signed
Instructions
Filing a new committee
Three (3) copies of this completed form must be filed within three business days of first receiving a contribution or making an
expenditure. A date stamped copy, which includes your identification number, will be returned to you as an acknowledgment of your
filing.
Amending Information on this form
Any change in the information on this form must be filed within ten (10) days of the change. To notify the filing officer of a change in
information, submit three (3) copies of this form, completed in its entirety, and mark the 'Amendment' box.
Committee Dlrectors/Chief Petitioners
All committees, other than chief petitioner committees, must designate at least one committee director who is not the treasurer. The
treasurer may be a committee director if the treasurer meets the definition of committee director in ORS 260.005(2), but the
treasurer may not be the only committee director. A chief petitioner committee must list all chief petitioners of the petition.
Occupational information for chief petitioners is optional.
Discontinuing your committee
You must file a final contribution and expenditure report that shows a zero balance, along with a completed SEL 221 with the
"Discontinuation' box marked.
For Office Use Only
initials Committee ID Number
Office Number
nv'10/99 PETITION FOR INCORPORATION OF TIME CITY OF ORS 221.031
(Name of Proposed City)
TO THE COUNTY ELECTIONS OFFICIAL:
We, the undersigned chief petitioners, swear or affirm we are legal voters residing within the boundaries of the area proposed
for incorporation. Further, it is estimated that a permanent rate limit for operating taxes of $ is sufficient to
support an adequate level of municipal services. A map is attached to this petition indicating the exterior boundaries of the
proposed city.
DESIGNATING CHIEF PETITIONERS
Every petition shall designate not more than three persons as chief petitioners, who shall be registered
voters within the boundaries of the proposed city, setting forth the name and residence address of each.
1. NAME (PRINT) SIGNATURE
RESIDENCE ADDRESS
MAILING ADDRESS (IF DIFFERENT)
CITY, STATE, ZIP CODE DAY TELEPHONE
2. NAME (PRINT) SIGNATURE
RESIDENCE ADDRESS
MAILING ADDRESS (IF DIFFERENT)
CITY, STATE, ZIP CODE DAY TELEPHONE
3. NAME (PRINT) SIGNATURE
RESIDENCE ADDRESS
MAILING ADDRESS (IF DIFFERENT)
CITY, STATE, ZIP CODE DAY TELEPHONE
INSTRUCTIONS
FOR CIRCULATORS FOR SIGNERS
Only registered voters of the area proposed for incorporation are Only registered voters of the area proposed for incorporation are
eligible to sign an incorporation petition. eligible to sign an incorporation petition.Sign your full name, as you
All signers on any one signature sheet must be registered voters of did when you registered to vote
the same county. Please fill in the date on which you signed the petition, your printed
It is advisable to use a penpencil for signing petitions. name and your residence address in the spaces provided.
Only one circulator may collect signatures on any one sheet of a A woman should sign her own name, not her husband's or her
petition. husband's initials (for example: not "Mrs. John A. Jones" or
"Mrs. J. A. Jones').
It is unlawful for a petition circulator to knowingly make any false
statement to any person who signs it or requests information about It is unlawful to sign any person's name other than your own. Do
it. not sign another person's name under any circumstances.
It is unlawful to circulate or file a petition knowing it to contain a It is advisable to use a pen for signing petitions.
false signature. It is unlawful to sign a petition more than once.
Each circulator must personally witness all signatures the circulator It is unlawful for a person to knowingly sign a petition when the
collects. person is not qualified to sign it.
Warning: Falsely signing the circulator's certification may result in
conviction with a fine up to $100,000 and/or jail for up to five years.