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City Council Packet - 10/25/2005 , CITY OF TIGARD OREGON TIGARD CITY COUNCIL MEETING October 25, 2005 COUNCIL MEETING WILL BE TELEVISED I:\Ofs\Don na's\Ccpkt3 13125 SW Hall Blvd., Tigard, OR 97223 (503) 639-4171 TDD (503) 684-2772 Agenda Item No. upw For Agenda of 2 D u CITY OF TIGARD OREGON Tigard City Council Meeting Minutes Date: October 25, 2005 Time: 6:30 p.m. Place: Tigard City Hall, 13125 SW Hall Boulevard Tigard, Oregon Attending: Mayor Craig Dirksen Presiding Councilor Sally Harding Councilor Sydney Sherwood Councilor Nick Wilson Councilor Tom Woodruff Absent: Agenda Item Discussion 8t Comments Action Items (follow up Study Session IT Director Ehrenfeld and City Manager Council consensus was for GIS Prosser presented information on the request staff to proceed and place Coordinator for a GIS Coordinator Position. (See October this before the City 141 2005, memorandum on file in the City Council for consideration. Recorder's office regarding the Creation of New Geographic Information Systems (GIS) Council requested that Coordinator.) the information presented to the City Council During Council discussion, the following contain a breakdown of comments were noted: how the position will be o Concern about adding this position now, funded; i.e., how much referring to the hard choices made during will be funded from the the Budget process. General Fund, Water o Support for the position as it appears that it Fund and Sewer Fund. will save staff time in the long-run. o Concern that City's ability to fund an economic development position in the future not be jeopardized. o Suggested that an outside resource be used to coordinate and get the GIS internal system updated. Staff noted that this position would be funded from several sources, including the General Fund, and the Water and Sewer Funds. Tigard City Council Meeting Minutes October 25, 2005 Page 1 Agenda Item Discussion U Comments Action Items (follow up) Study Session City Manager Prosser reviewed the following Admin. Items administrative items with the City Council: 9 Council received additional meeting materials N/A for Agenda Item Nos. 4, 9, and 1 1.1. An extra copy of this information was distributed to the City Council. 9 Chamber Representative scheduled to be See Citizen present during Citizen Communications. Communications - Items noted during the October 18 City Agenda Item No. 2. Council meeting to discuss with the Chamber Representative included: Issues regarding telecommunication legislation and the recent Washington County Visitors Association action regarding Hotel/Motel Tax. O The Tigard Chamber is holding a 50`h Consensus of Council was Anniversary event, Harvest Hoedown on that it would not November 4. Check for Council member authorize sponsorship. attendance. The Chamber is requesting City sponsorship for $500. O School District is requesting personal contact Consensus of Council was information. Council members received a to release the information copy of what staff prepared to release to the prepared by staff. School District. • Rescheduled. training session with Joe Consensus of Council to Hertzberg, December 16, 2005, 12-6 p.m. reschedule as noted and reserve 12-6 p.m. if that much time is needed. • Community Conciliation Proposal. City Consensus of Council that Manager Prosser reviewed the Portland State the City was not University Proposal for Assessment and interested in pursuing the Convening of a Collaborative Process for Bull proposal. It was Mountain Development Issues. The cost suggested that the would be $15,000 for the initial work plan. Council would consider if City Manager Prosser suggested it might be possible the cost could be split; i.e., the City, funding could be found; Washington County, Bull Mountain interests. i.e., a grant. During discussion it was suggested that dialogue between new parties would be the Tigard City Council Meeting Minutes October 25, 2005 Page 2 Agenda Item Discussion a Comments Action Items (follow up) better route to follow. Council members expressed concern about spending this amount of money without the sense that something would come of it. Executive The Tigard City Council went into Executive Staff shall proceed as Session Session to discuss real property transaction directed by City Council negotiations and to consult with legal counsel to negotiate a real estate under ORS 192.660(2)(e) and (h). transaction. 1. Citizen o Pam Brown, President of the Tigard Area Communication Chamber of Commerce updated the Council on Chamber activities. There was brief discussion about the National Chamber of Commerce's decision to support the position of the telecommunication industry regarding franchise fees. Ms. Brown advised the City Council that the Tigard Chamber supported the City's position. Mayor Dirksen referred to the recent issue regarding Hotel/Motel tax for which a portion was allocated to Chambers of Commerce in Washington County by the Washington County Visitor's Association. President Brown noted the work being done to resolve the issue. Council members asked that the City be contacted if there was anything it could do to support the Chamber. o Wade Longworth asked for an update on the "variance" granted for a strip mall on Scholls Ferry Road. City Attorney Ramis noted this related to a Measure 37 claim. At this point the applicant can proceed unless enjoined by the court or if some other action is filed. Tigard City Council Meeting Minutes October 25, 2005 Page 3 Agenda Item Discussion U Comments Action Items (follow up) 3. Consent 3.1 Approve Budget Amendment #5 to the FY Motion by Councilor Agenda 2005-06 Budget to Expend Department of Wilson, seconded by Homeland Security Grant Funds for the Councilor Sherwood, to Washington Square Mall Buffer Zone approve the Consent Protection Plan - Resolution No. 05 - 65 Agenda. A RESOLUTION APPROVING BUDGET The motion was approved AMENDMENT #5 TO THE FY 2005-06 by a unanimous vote of BUDGET TO ACCEPT AND EXPEND City Council present. DEPARTMENT OF HOMELAND SECURITY GRANT FUNDS FOR THE Mayor Dirksen Yes WASHINGTON SQUARE MALL Councilor Harding Yes BUFFER ZONE PROTECTION PLAN Councilor Sherwood Yes Councilor Wilson Yes Councilor Woodruff Yes 3.2 Approve an Amendment to the Tigard Police Officers Association (TPOA) Agreement - Side G Letter 3.3 Local Contract Review Board: a. Award a Contract for the Construction of Fanno Creek Trail - Segment 7b (Fanno Creek to the Proposed Wall Street) to Andersen Pacific, Inc. b. Authorize an Amendment with Norton- Arnold and Company for Consulting Services to Implement Phase 11 B of the Urban Renewal Plan Public Outreach Program. 4. TriMet TriMet General Manager Fred Hansen MOU updated the City Council on the progress for Discussion - improving transit services within the City. 2"d Year Highlights of his report included status of the Progress Report commuter rail project, plans for sidewalks, expanded and upgraded bus service, relocation of Line 38, and work completed on a retaining wall and shelter on Pacific Highway. Mr. Hansen noted that TriMet has experienced recent financial challenges, which has slowed the progress on some of the items to be addressed in the MOU. Tigard City Council Meeting Minutes October 25, 2005 Page 4 Agenda Item Discussion 8t Comments Action Items (follow up) In response to a question from Councilor Wilson, Mr. Hansen advised that TriMet would complete the MOU work even if the time period needs to be extended. He also said TriMet would continue with maintenance of service established as a result of the MOU after the expiration of the MOU. 5. Meeting Mr. Garrett noted ODOT has pledged City Council members with ODOT $500,000 to cover the shortfall for the indicated a willingness to Region 1 improvement to the Hall Blvd./Highway 99W discuss jurisdictional Manager intersection (an MSTIP3 project). In return, transfer of Hall Blvd. Matthew Mr. Garrett requested a conversation about a Garrett potential jurisdictional transfer of Hall Blvd. Mr. Garrett referred to issues regarding a City Engineer Gus Duenas crosswalk alignment with the Fanno Creek and ODOT employee Path on Hall Blvd. He suggested this issue Dennis Mitchell to resolve could be resolved, especially if this would the crosswalk issue for the result in a safer pedestrian crossing. Fanno Creek Path connection. Mr. Garrett noted the traffic light is being installed at the library. Mr. Garrett agreed coordination of signal lights should be examined. In response to a request to consider an additional crosswalk at O'Mara, Mr. Garrett explained that crosswalks located close together create a false sense of security and are not safe. There was discussion about the location of the traffic signal and whether it would have been better to locate the signal at O'Mara/Hall Blvd. City Engineer Duenas explained that the O'Mara intersection did not meet the warrants imposed by ODOT, while the signal at Hall/Wall did. Tigard City Council Meeting Minutes October 25, 2005 Page 5 Agenda Item Discussion a Comments Action Items (follow up) 5. Meeting Tigard was pleased to receive the TGM grant with ODOT for the Highway 99W Corridor Study and also Region 1 looking forward to begin identifying specific Manager projects. Matthew Garrett continued 6. Status City Engineer Duenas presented the staff City Engineer Duenas Update - TGM report. Key points included: advised staff will keep Grant - Hwy City Council informed as 99 Corridor o ODOT has been supportive. this project develops. o Access management and parallel routes will likely be components of the study. Councilor Woodruff o Improvements will be reviewed also for requested opportunity for pedestrians and improved circulation. citizens to give input. o Land use (redevelopment) will be considered. o Potentially controversial when more details are produced about possible projects. o The next step will be to prepare a Statement of Work with it anticipated that a consultant will be selected in March 2006 and the Study started in April 2006. 7. Goal Update City Manager Prosser presented the staff report. See written staff report for a summary of progress on goals. With regard to the progress on the "work with Staff to obtain and then Metro" goal component, Mayor Dirksen post information on the noted a meeting was held with area Mayors, City's website. ]PACT and Metro officials. He suggested information that was generated from this meeting be posted on the City's website. Tigard City Council Meeting Minutes October 25, 2005 Page 6 Agenda Item Discussion U Comments Action Items (follow up) 8. Public The public hearing was conducted through Motion by Councilor Hearing - receipt of oral public testimony. (See Exhibit Sherwood, seconded by Sunrise A for a summary of the public hearing through Councilor Woodruff, to Annexation oral testimony.) keep the record open for seven days for written A request was received to leave the record testimony; that we allow open for seven days. another seven days thereafter for rebuttal, Written testimony will be accepted by the City and move this decision to of Tigard until November 1, 4 p.m. November 22. Applicant rebuttal is due to the City by The motion was approved November 8, 4 p.m. by a unanimous vote of Council present. The hearing will be continued to November 221 2005. No additional testimony will be Mayor Dirksen Yes received. Councilor Harding Yes Councilor Sherwood Yes Councilor Wilson Yes Councilor Woodruff Yes 9. Annual Set over to a future City Council meeting. Police Report (City Recorder's note: This item was later scheduled for the November 22, 2005, City Council meeting.) 10. Waive Associate Planner Pagenstecher presented the Staff will return to City CWS fees staff report. Clean Water Services (CWS) has Council with a requested a fee waiver from the City of Tigard recommendation and to process Code and Comprehensive Plan report on impacts of a amendments. Staff recommended the City City-initiated Code Council deny the request as standards for a amendment. fee waiver were not addressed. Council reviewed and discussed this item with City staff and Kendra Smith of CWS. City Council members discussed pros and cons of the City initiating a Code amendment to facilitate CWS' request as it works to improve water quality and manage water quantity to Tigard City Council Meeting Minutes October 25, 2005 Page 7 Agenda Item Discussion U Comments Action Items (follow up) 10. Waive meet the intent of the Clean Water and CWS fees Endangered Species Act. continued Mayor Dirksen said it was his understanding it was not possible for the City of Tigard to waive the fee because of a technical issue. City Manager Prosser noted the Intergovernmental Agreement specifies what activities the City of Tigard and Clean Water Services shall provide. The IGA did not include Code amendments and for that reason staff has recommended denial of the request. City Manager Prosser noted that Bill Gaffi, CWS General Manager for CWS left a telephone message about his concerns. The issue is that CWS needs to do some work within the wetlands next to the Durham Plant. The City of Tigard Code does not allow work on the wetlands under the conditions that CWS has requested. Therefore, CWS talked about doing a Code amendment. Because this is not a City-initiated project, there was need for an applicant to bring this forward. According to Mr. Gaffi, City of Tigard staff asked CWS to serve as the applicant; CWS did not feel that this was their issue. In addition, CWS staff members have done some work preparing a draft Code amendment for the City and for that reason, Mr. Gaffe does not think it is appropriate for CWS to pay a fee. Mr. Gaffe asked that if the City Council appears to be inclined to deny this request, that this be set over for further discussion. Mayor Dirksen said he did not think there was any question that the work that CWS wanted to do with regard to stream restoration is something that would be beneficial. He did not think the City would want to stand in the way. He said he would like to find a way to work with CWS to make this happen. CWS Tigard City Council Meeting Minutes October 25, 2005 Page 8 Agenda Item Discussion at Comments Action Items (follow up) 10. Waive has done work researching the Code and CWS fees recommending language for an amendment. continued Mayor. Dirksen asked if staff have reviewed the CWS Code changes to determine if they are applicable and if the City would want to adopt them. Associate Planner Pagenstecher advised he has done a cursory review of the work done by CWS and, while it has been well done, some changes are needed. Mayor Dirksen indicated he was in favor of the City staff working with CWS on the proposed amendments. He suggested the City be the initiator of the amendments. He said he did not think this could be decided tonight as further discussion is needed. He requested staff study the issue to determine if this is an appropriate option to pursue. Councilor Woodruff said he was interested in cooperating with other jurisdictions especially if they are doing something on behalf of the City or to its benefit. A Code amendment application fee is $10,000 and City Manager Prosser explained the fee was based on a time study calculating the staff time for work to process specific types of applications. Councilor Wilson noted that fees are not a tax or a revenue generator, but the intent of the fees was to make the Planning Department self-sufficient, supported by fees from applicants for reviewing their applications. CWS has done some of the work and it would be reasonable to reduce the fees, but not waive the fees. He also noted the need to be consistent with all applicants noting requests from non-profit organizations, churches, and efforts the City would like to support. However, he added that he would support the Mayor's recommendation to step Tigard City Council Meeting Minutes October 25, 2005 Page 9 Agenda Item Discussion a Comments Action Items (follow up) 10. Waive back to take a look at a City-initiated Code CWS fees amendment. continued Councilor Sherwood asked if CWS did not do this, would the City eventually be required to do this restoration anyway? Kendra Smith, CWS Water Resources Program Manager said, "yes." She said "we have obligations to meet temperature standards and, along Fanno Creek, as many of you probably know, there are no trees for along stretches of that. This project is geared toward improving the conditions along Fanno Creek. The District, over the next five to seven years.plans on spending approximately $1 million in Tigard to do stream enhancement. We found this hurdle and we would like to remove this hurdle so we can use the regional... funds to improve the resources in your jurisdiction." Councilor Sherwood noted the assistance that will be needed from CWS in the downtown area. Councilor Woodruff agreed with Councilor Wilson with regard to consistency. He noted the City is not usually considering something that would need to be done anyway. Councilor Woodruff said he was in favor of receiving more information from staff to determine if a recommendation can be made to accomplish the stream enhancement project in a way that is satisfactory to everyone. Mayor Dirksen said he did not know if a waiver is possible if CWS is the applicant. But, if the City initiates the amendment to the Code, then there would be no reason for CWS to pay a fee. The City Council needs to look at this option with regard to costs and Tigard City Council Meeting Minutes October 25, 2005 Page 10 Agenda Item Discussion U Comments Action Items (follow up) 10. Waive procedure. Rather than make a decision CWS fees tonight, he would like to have staff to review continued and come back to the City Council with a recommendation. Associate Planner Pagenstecher noted this has been "standing in the queue for a.long time" and the sooner this is resolved, the better. He noted short staffing, but staff is more than willing to step up. Mayor Dirksen noted appreciation for the constraints that staff has been working under. Direction to staff is to review this further and come back to the City Council with a recommendation. City Manager Prosser said he would ask Tom Coffee to take the lead on this. 11.1 Councilor Harding and City Engineer Duenas Washington presented information to the City Council County regarding the possibility of increasing the Coordinating countywide gas tax from one cent to three Committee cents per gallon. An October 20, 2005, Discussion memorandum from City Engineer Duenas to the Mayor and City Councilors and City Manager Prosser regarding Countywide Gas Tax Increase or Local City Gas Tax is on file in the City Recorder's office. Council members expressed for support for a local city gas tax instead of a countywide gas tax. The following reasons for this preference included: o Traffic Impact Fees are the funds available to the County. o Local control over project selection preferred by the City Council. o Small projects could be constructed with gas tax funds. Tigard City Council Meeting Minutes October 25, 2005 Page 11 Agenda Item Discussion & Comments Action Items (follow up) 11.1 o Cities could use gas tax revenues to match Washington grant dollars. County o When the City has control over a small Coordinating project, it can make adjustments if Committee circumstances change. Discussion continued Councilor Wilson suggested that the County review the proposed widening of Scholls Ferry Road. He noted dollars spent would be more effective at Roy Rogers Road and SW 170`" Avenue. City Council members supported Councilor Harding's endeavors to determine how projects are selected for County funding(i.e., what is the criteria). 14. Adjournment 10:34 p.m. Motion by Councilor Woodruff, seconded by Councilor Sherwood to adjourn the meeting. The motion was approved by a unanimous vote of Council present. Mayor Dirksen Yes Councilor Harding Yes Councilor Sherwood Yes Councilor Wilson Yes Councilor Woodruff Yes at erine Wheatley, City ecor e Attest: Mayor, try /o igar Date: 1 Aadm\Why\ccm12005 W 51025.doc Tigard City Council Meeting. Minutes October 25, 2005 Page 12 Exhibit A - Tigard City Council Meeting Minutes of October 25, 2005 for Agenda Item No. 8 8. PUBLIC HEARING (QUASI-JUDICIAL) TO CONSIDER ANNEXATION OF SUNRISE LANE (ZCA 2005-00004) REVISED REQUEST: The applicant is requesting annexation of nine (9) parcels containing 19.95 acres into the City of Tigard. An additional 5.66 acres has been included by means of consents by Patricia Marshall, Richard and Michelle Crombie, and Jennifer and Leighton Walsh. Therefore, this annexation -is for twelve (12) parcels totaling 25.61 acres. LOCATION: North of Bull Mountain Road at 150th and Sunrise Lane; WCTM 2S 105DD Tax Lots 400, 500, 600, 700, 1000, 1100, 1300, 1400, 1500, 1600, 1700 and 1800. ZONE: R-7: Medium-Density Residential District. The R-7 zoning district is designed to accommodate attached single-family homes, detached single-family homes with or without accessory residential units, at a minimum lot size of 5,000 square feet, and duplexes, at a minimum lot size of 10,000 square feet. Mobile home parks and subdivisions are also permitted outright. Some civic and institutional uses are also permitted conditionally. APPLICABLE REVIEW CRITERIA: The approval standards for annexations are set out in Community Development Code Chapters 18.320 and 18.390, Comprehensive Plan Policies 2 and 10; ORS Chapter 222; and Metro Code Chapter 3.09. a. City Attorney Ramis reviewed Rules of Procedure. Copies of the Rules of Procedure were placed at the entrance to the meeting room. A copy of the statement read by City Attorney Ramis is on file in the City Recorder's office. b. City Attorney Ramis asked the following questions: Do any members of Council wish to report any ex parte contact or information gained outside the hearing, including any site visits? None reported. Have all members familiarized themselves with the application? All members indicated they were familiar with the application. - Are there any challenges from the audience pertaining to the Council's jurisdiction to hear this matter or is there a challenge on the Tigard City Council Meeting Minutes - Exhibit A October 25, 2005 Page 1 participation of any member of the Council? There were no challenges. C. Mayor Dirksen opened the public hearing. d. Staff Report: Associate Planner Pagenstecher presented the staff report. The oral staff report included the following: o Reference to a map of the area under consideration. o Nine parcels proposed for annexation by DR Horton in the original application. As is practice, the City invited six adjacent property owners to participate in annexation at no cost. Three of these property owners agreed to participate. Tax Lot 1800 property owners advised the City before the deadline requesting annexation; two other property owners (Tax Lots 600, 700) requested annexation after the deadline. o The entire annexation proposal is 25.61 acres. o Staff notified all affected agencies and interested parties in the proposed annexation. There were no objections to the proposal. o Staff reviewed the proposal for compliance with applicable policies, code and plan provisions and state statutes. o The proposal meets applicable standards. o The Comprehensive Plan designation and the City's zoning is automatically applied to the subject property upon approval of the annexation. That zone would be R-7. o Reference to attachments contained in the report to the City Council: Ordinance, legal description, assessor's map, vicinity map, and the staff report. o The legal description required a change for Tax Lot 700. The new legal description presented for the record is on file in the City Recorder's office (Page 3 of 4, Exhibit A). The change was at the request of the Oregon Department of Revenue after their review. Council Questions: Councilor Woodruff requested clarification about the six property owners contacted and the three responses received. Associate Planner Pagenstecher advised that three property owners wanted to participate and a fourth property owner wanted to participate but was too late to be added. Tigard City Council Meeting Minutes - Exhibit A October 25, 2005 Page 2 Councilor Wilson asked if the City received written consents from all of the property owners and all of the electors? Associate Planner Pagenstecher advised that all provided written consent. DR Horton gathered consents from each of their proposed nine parcels and the other three parcels submitted written consents. Associate Planner Pagenstecher advised he did not conduct an analysis on the consent of the electors. e. Public Testimony - Applicants o Mimi Doukas, WRG Design, 5415 SW Westgate Drive, Portland, OR 97221, advised she was representing JT Smith Companies and DR Horton. The original application was proposed by the above-named companies. She said they were comfortable with the adjoining additional three properties if that is City policy. Ms. Doukas said they have consent of 100 percent of the property owners within the 19.95 acres and they have all but one resident of the voting members of properties who have also signed on. Therefore, there is one voting person, who is a resident, who has chosen not to participate. Ms. Doukas advised of concurrence with the staff report that all urban services are available and the land is readily accessible to join the City of Tigard if that is the City Council's will. Councilor Woodruff asked if all the residents of the parcels are agreeing to annexation voluntarily? Ms. Doukas said, "Yes sir." Mayor Dirksen noted one elector did not want to participate and asked if this was within the annexation boundary? Ms. Doukas advised that this was someone who resides in the area but is not a property owner. Councilor Harding asked about the adjacent properties to the proposed annexation area, which are not part of the DR Horton proposal, and if there was an agreement to sell to the developer or do they want to come in as residents of the City of Tigard? Ms. Doukas advised these property owners are independent of the DR Horton efforts. They are simply participating at the invitation of the City and they are not under any agreement with DR Horton. In response to a question from Councilor Wilson about zoning of an adjacent parcel (noted in yellow on the map before the City Council), Associate Planner Pagenstecher advised that it was the same zoning (R- 7). - Opponents Tigard City Council Meeting Minutes - Exhibit A October 25, 2005 Page 3 o Ken Henschel, 14530 SW 144th Avenue, Unincorporated Bull Mountain, OR 97224, advised he was before the City Council as the Chairman of Citizen Participation Organization 4B (CPO 413). He advised CPO 4B is a recognized citizen participation organization of Washington County and includes thousands of residents in the Bull Mountain and Tigard areas. He advised that he has a resolution from the members for the City Council and he submitted the resolution into the record. A copy of this resolution, Resolution No. 05-10 of CP0413, is on file in the City Recorder's office. Mr. Henschel a read portion of the resolution and which advised the City of Tigard that CPO 4B strongly objects to any City of Tigard requirement that a subdivider or developer of land in unincorporated Washington County be required, directly or indirectly, to annex said land to City as a condition of any City acceptance or approval in the development process concerning said development including, without limit, any permit process. This resolution includes the proposed Sunrise Lane Annexation (ZCA 2005-0004) and all others. Mr. Henschel said the CPO has been before Council previously objecting to these types of annexations where a permit cannot be delivered until property owners agree to annex. The citizens of the CPO have taken a position that they oppose that practice. They have not seen any change in the City of Tigard with that practice and they feel strongly enough that they drafted a resolution on the issue. Mr. Henschel summarized additional segments of the resolution. Until the issue of governance is decided for the Bull Mountain area, Mr. Henschel said "we highly discourage the practice of continued piecemeal annexations on Bull Mountain..." Mr. Henschel said that even though the property owners, in a development situation agree to give their consent to annex, they believe that the consent is implicitly coerced as the property owners could not develop their property without providing such consent. To suggest that the property owners are extremely in favor joining the City of Tigard or any other City, they take the position that if they were so "keen" on joining, why haven't they joined in the past? He said the reason is because they have the opportunity to develop their land and they have no choice in the matter. If they want to get permits from Tigard, they have to agree to annex and CPO members feel that is inherently wrong. Though a 100 percent of the annexations that Tigard has done in the recent past have occurred with the consent of the owners, about 90 percent of the electors in the area were against joining Tigard in November 2004's election. Mr. Henschel noted this was a very unusual dichotomy and goes to support the point of CPO members that those people mostly join the City of Tigard only because they could not develop their land and realize the value of that land without the annexation. Our members find the practice of the City forcing governance on the area as precondition to the issuance of permits to be inherently unfair. Tigard City Council Meeting Minutes - Exhibit A October 25, 2005 Page 4 Mr. Henschel said that at the annexation hearings of September 13 regarding ZCA 2005-0001 to 0003 and ZCA 2004-0004, the City Attorney made a comment that was echoed in the supplemental findings, which stated, "for consents that were provided in connection with a land use approval, the time to challenge the city's authority to impose the consents was during the land sue process. In each case the land use process has been completed the appeal period has passed. The requirement to provide a consent to annexation can no longer be challenged." Mr. Henschel said this was the Attorney's reason to discount the challenge for that particular annexation. However, in the Sunrise Lane Annexation, the annexation process is taking place prior to the land use process, creating a different standard for different. annexations, thus depriving interested parties their legal rights of due process. He said, "We find that particularly onerous." Mr. Henschel said that developers who annex are required to pay Parks System Development Charges and Traffic Impact Fees to accommodate growth, but to date none of those funds have been used to directly serve the areas being developed, violating the Intergovernmental Agreement and creating an unfair situation both for developers and future residents of those developments. Mr. Henschel said the requirements to annex have caused developers lengthy delays in the permit approval process - see the staff report for Arlington Heights III for documentation. Mr. Henschel noted if developers consent to annex, the City of Tigard offers waivers from provisions of the Bull Mountain Community Plan, which is the only comprehensive plan covering Bull Mountain. This practice causes irrevocable harm and stress to the Bull Mountain community. Mr. Henschel said "we think it is plain wrong" especially since the City of Tigard is not directly a provider of urban services to the unincorporated areas of Bull Mountain. Mr. Henschel said that for these reasons CPO 4B strongly objects to the City of Tigard's practice of forcing annexation as a condition of permit approval, including this annexation, and urges the City of Tigard to cease and desist the practice of forcing annexation as a condition of permit approval. Mr. Henschel noted he would take questions. Councilor Woodruff asked if it was Mr. Henschel's position that anyone who would choose to join the City would have an ulterior motive of development and there would be no one who would choose to join Tigard City Council Meeting Minutes - Exhibit A October 25, 2005 Page 5 without planning to develop their property. Mr. Henschel said no, that was not their position. He referred to previous testimony from individual who indicated they wanted to annex who were not part of a development. He noted that in the November election, 10 percent did express interest in annexing. He said it was the other 90 percent that concerned them. > Announcement was made at this point by Mr. Henschel, not related to the public hearing: On November 3, Metro representatives will be attending CPO 4B to talk about park planning options. The meeting will be held at CF Tigard Elementary School Library, 7 p.m. o Lisa Hamilton-Treick, 13565 SW Beef Bend Road, unincorporated Bull Mountain, Oregon advised she was speaking on behalf of Friends of Bull Mountain. She advised they were working with their attorney. She requested the record be kept open for additional seven days to allow the legal questions to be fully addressed and to allow anyone else interested to make comments. Ms. Hamilton-Treick thanked DR Horton for taking the initiative to contact residents of Bull Mountain and advise them they have the stated desire to comply with the Bull Mountain Community Plan. She commended them for this initiative. She said it was their hope that this would set an example for the future development by building in such a way that it minimizes conflict and complies with land use laws that have been in place, but unfortunately ignored for a number of years. She said she also hoped this development would garner support for developments that are well planned, sensitive to the neighborhood's needs and are respectful of the only comprehensive plan on Bull Mountain. Ms. Hamilton-Treick referred to the staff report wherein the staff recommends annexation for various reasons including the reason that it will benefit the City of Tigard. She agreed that annexation would benefit the City of Tigard if the City of Tigard has no intention of making capital improvements on Bull Mountain. She listed examples of capital improvements, including expensive road improvements, parks, recreation, and open space. To date, the City has collected revenue in excess of millions of dollars and that revenue has gone to provide for the needs of the City of Tigard. Those large investments have not been made on Bull Mountain. She raised the issue of public relations, which would need to be addressed. Ms. Hamilton-Treick said she did not see any mention in the staff report of how this would benefit the Bull Mountain community. Ms. Hamilton-Treick noted the size of the lots would be roughly half the size of lots to the east. She said that if one looks at the zoning in the City Tigard City Council Meeting Minutes - Exhibit A October 25, 2005 Page 6 of Tigard, for the most part, all of the highest density was placed in the unincorporated area and the lower density has remained in the flat area of Tigard where homes can still be built on 10,000 square-foot lots. Bull Mountain has absorbed the density from the City of Tigard. She said if the lots are not developed as called for in the Bull Mountain Community Plan, then it would definitely be a radical contrast to the development to the east. Mayor Dirksen responded that parks system development charges (SDCs) collected in the Bull Mountain area are only collected from those areas that are inside the city limits of Tigard, so it would be appropriate for those funds to be spent in the City of Tigard. He also referred to the Bull Mountain Community Plan and said that Metro approached the County looking for greater capacities in 1997, the Bull Mountain area was considered for additional capacity and density. The higher density plans for Bull Mountain were averted only because the City of Tigard advised the County to leave the zoning as it was at that time. Ms. Hamilton-Treick asked how much of Bull Mountain is in the City of Tigard limits at this time. She said it was her understanding that approximately one-third of Bull Mountain - the northeast area of Bull Mountain - is currently in the city limits of Tigard. She said there were some large pieces annexed recently in the southeast area. Ms. Hamilton- Treick said that in a lot of those areas parks system development charges were collected to accommodate growth in the area. She said she did not think any money has been spent on Bull Mountain from the SDCs. Ms. Hamilton-Treick said she may be wrong, it's a very complicated issue. She said it was her understanding that Metro assigns the density to various counties and then the county assigns densities to the cities and the cities determine where that density would be allocated. In the case of Tigard and unincorporated Bull Mountain, the density was allocated to unincorporated Bull Mountain, which is her understanding. City Manager Prosser advised Ms. Hamilton-Treick that her understanding was incorrect. • City Manager Prosser said the City has no authority to assign any sort of density outside of its boundaries; whatever was done on the Mountain was done at the County's request. He further the Bull Mountain White Papers state that in 1997 when Metro was searching for additional density, there was discussion about placing more density on the Mountain and that was averted because Tigard objected. Ms. Hamilton-Treick thanked Mr. Prosser and said that she "stands corrected." Councilor Sherwood commented on parks. She advised Ms. Hamilton- Treick that up until this year, the previous Councils have said repeatedly that they would not authorize purchase of park land outside of the city limits. The current City Council has asked the Parks and Recreation Tigard City Council Meeting Minutes - Exhibit A October 25, 2005 Page 7 Advisory Board to look at land outside the city boundary. She said there were not "millions and millions of dollars" collected through SDCs. Mayor Dirksen added that one of the problems the City has with the current process of annexations is that areas only become annexed as they are being developed. Two years ago the City attempted a full annexation of the entire area that would have allowed the City to annex areas that were not under development, including parcels suitable for park land. Because that effort failed, that opportunity was lost. Now, as property comes into the City, it is only brought in as it is developed, so no open space has come in to be made available for parks in the area. Ms. Hamilton-Treick said she agreed there are flaws in these processes. She said these are very serious, complex, challenging, and emotional questions. Ms. Hamilton-Treick said she looked forward in the near future to seeing some kind of resolution that the people on Bull Mountain can live with that would have benefit. She said she feels for the Tigard residents to have to share park dollars when they are very park deficient themselves, which creates an unfortunate "tug of war." o Julie Russell, 12662 SW Terraview Drive, unincorporated Bull Mountain, referred to letters received from CPO 4B and from attorney Lawrence Derr regarding the Consents to Annex. She said Mr. Derr's opinion is that the Consents to Annex are illegal. The process is flawed and not enforcing the Bull Mountain Community Plan because the Plan is in effect regardless whether the properties are annexed. She said that she received the letter inviting neighbors to participate in the annexation when development is occurring. She said that she and her neighbors felt that this was a veiled threat from the City of Tigard inviting them to participate, stating that they would save $2,500 or $2,700 of the cost if eventually - when they would be forced to annex. She said that she did not feel that this was an invitation at all and, again, said that she felt that this was a veiled threat. She said the School Board has said that absolutely they did not willingly consent to the annexation. In the beginning the Board voted to oppose the annexation. Then, only when they were told that the City of Tigard would refuse to do the final inspection and prevent Alberta Rider from opening on time, did they decide to change their mind and vote for the annexation. Ms. Russell said she was concerned the City of Tigard is doing all of the annexations without being prepared to purchase park land or to pay for the infrastructure that will be required to serve this area. She described the property to be annexed at 5,000 square foot lots where some of the homes will be 3,000 square feet. She asked where the children would play and was the City prepared to purchase two acres of park land to Tigard City Council Meeting Minutes - Exhibit A October 25, 2005 Page 8 service that community? She said the goal for Tigard is to provide 11 acres of parks per 1,000 citizens. Ms. Russell said that Alberta Rider School is not even open yet and they have 424 students. The capacity for that school is 600. She questioned whether work has been done to address school capacity issues noting the Rider school will be full next year. Ms. Russell noted her concerns with traffic impact from 160 cars per day on Bull Mountain. She said the proposal did not show the access planned to an arterial. She commented that people wait through three cycles of lights at Bull Mountain Road/99W at all times of day. She said she did not see this addressed by the City of Tigard. Ms. Russell referred to park land purchases noting the City of Tigard was already park deficient and this annexation would add to that deficiency. She said that if she were a citizen of Tigard, she would want the money spent in the City right now. Ms. Russell noted issues with SDC and TIF collected to accommodate growth. She said this money is not being spent on Bull Mountain and questioned where it was being spent. Ms. Russell referred to the staff report statement that the City of Tigard will be benefited and said money would be funneled off the Mountain into the City of Tigard. She said it does not benefit the residents of that area. Ms. Russell asked what is the City's proposal to catch up with the park deficiency. She questioned what would happen when the Mountain is built out and there is no park land left anywhere. She said she did not think this was good planning or a way to treat citizens and it is not fair to the residents of Tigard. Mayor Dirksen addressed Ms. Russell and noted the issues she brought up pertained to additional development taking place in this area. He said that he would ask, at least rhetorically, how any of those issues with regard to transportation system planning, park deficiency, or school capacity - how would those would be improved if this annexation did not take place. Whether or not the annexation occurs, the development will take place. Mayor Dirksen said it was moot with regard to capacity of schools, roads or anything else. Mayor Dirksen noted the Tigard Transportation System for the City of Tigard considers and addresses the requirements assuming full build out so eventually it is known where the capacity will come from. Tigard City Council Meeting Minutes - Exhibit A October 25, 2005 Page 9 Mayor Dirksen referred to salvation of open space for park land and said that he was aware that Ms. Russell was one of the individuals who aggressively opposed Tigard's annexation of the entire Bull Mountain area earlier. This issue could have been addressed with annexation of open space. Again, that opportunity has been lost because of the failure of that annexation. , Mayor Dirksen said the concerns Ms. Russell noted are all of worth, but none of those are addressed by whether or not this area is annexed. Ms. Russell said the zoning was technically R-6 until it is annexed to the City of Tigard, which is six units per acre as opposed to seven units per acre. City Manager Prosser said this was incorrect. Mayor Dirksen said that as Ms. Russell knew, because she had been informed previously, the actual number of the units per acre, under City of Tigard R-7 designation, is lower than under the County's R-6. The City deducts from the acreage all public facilities and rights of way before the capacity is determined and the County does not. The totals result in a higher number of units of capacity under the County plan than under the City plan. Ms. Russell said that in the case of Summit Ridge, it would have been lower in the County. She said that for some of the others, it was true that the City of Tigard's calculation is lower, but there were other cases it would have been lower if developed in the County. Mayor Dirksen said he would need to see individual figures. Ms. Russell referred information in a staff report. o Gretchen Buehner, 13249 SW 1361' Place, Tigard, Oregon, said she thought it was essential to provide a correction to some information previously brought the City Council's attention. She said Mr. Henschel testified that the CPO had voted for the resolution, which was discussed. At the last CPO meeting on October 6, she said she specifically asked if the CPO was going to take a position on this proposed annexation. She said she was told something would be done later in the meeting. No vote was taken at that meeting. Ms. Buehner said she did not receive any notice of another general meeting of the CPO since the October 6 meeting to address this issue. She said she did not know when the CPO took the position on this annexation since there was no notice of a meeting and said it must have been at their Steering Committee. There was no general meeting with an opportunity to vote on this issue. Ms. Buehner referred to the Arlington Heights application brought up in earlier testimony. She said the delay in that application had nothing to do with the City of Tigard, but due to a land use decision from another jurisdiction, which affected how the treatment of trees being taken off a Tigard City Council Meeting Minutes - Exhibit A October 25, 2005 Page 10 piece property would affect the application process. This caused a one- year delay in that application being filed. Ms. Buehner commented on the park issue raised and said she noticed in the proposed DR Horton plan approximately five acres of the 19.95 acres are dedicated to open space. She said she recommended that the City initiate discussions with the Horton Company to acquire this property as park land as it is very close to the City-owned Cache Creek property, which would provide access from the Fern Street area to Bull Mountain Road. > City Attorney Ramis counseled the City Council on process. He said clarifying testimony could be accepted; however, the proponents must be allowed to have the last say if they wish. o Ken Henschel addressed the City Council again representing CPO 4B. He apologized that he forgot to mention and that Ms. Buehner was correct regarding the last CPO meeting. He forgot to verbally mention that their bylaws allows them, in certain instances, where there is a timeliness issue, to make a decision in a Steering Committee meeting, and that will be ratified at the next general meeting. He said that is what they are doing. He apologized for not mentioning this earlier. o Janice Ward, 15140 SW Sunrise Lane, asked about a proposed water facility that will be constructed by the City of Tigard. She heard that if her property was surrounded by three sides, then Tigard could annex her property and asked if this is correct? City Manager Prosser said the City is exploring the possibility of acquiring land in the area for an additional water reservoir, but that has not come to a conclusion. City Manager Prosser clarified that if her property is surrounded by three sides, but there is a fourth side that is not contiguous to the City, then the City cannot unilaterally annex the property. She asked whether the road would constitute a "side." City Manager Prosser said this would depend on whether or not the road eventually is annexed. Ms. Ward indicated on a map the location of her property. City Manager Prosser said that for a property to be annexed, it must be contiguous to the City and if the road is not annexed, then her property is not contiguous. There is the possibility that the City might consider annexing the road at some point. If Ms. Ward's property become completely surrounded by the City, her property would then constitute what is called an "island." At that point, the City could initiate. Mayor Dirksen added that the City "could" annex, but not would necessarily would. Ms. Ward asked if that would not be a "nice deal for you?" City Manager Prosser said there are several islands in the City that have not been annexed. Mayor Dirksen added that those islands have been there for a long time. During discussion on this point, City Attorney Ramis noted that the conversation was "a little Tigard City Council Meeting Minutes - Exhibit A October 25, 2005 Page 11 far afield" from the application. Mayor Dirksen suggested Ms. Ward meet with staff to discuss her particular issue for clarification. o Lisa Hamilton-Treick commented on DR Horton's plans to not build on five acres; however, she wanted it to be made clear that the majority of that land is not buildable. She noted that DR Horton does not plan to build as many homes on the site as it could. She also commented that there were no plans for walking path. She said she wanted to respond to a question that was posed to Ms. Russell about how would this area develop differently if it was not annexed into Tigard. She said she understands that the City of Tigard is about 12,000 acres and the unincorporated area of Bull Mountain is close to 1,200 acres with the expansion area of 500 acres. In addition there is some area in the UGB, which will probably make that area about 2,200 acres. Ms. Hamilton-Treick referred to an option to incorporate the City of Bull Mountain and if this were to be done, they could set up their own tax rate if the citizens voted for it. The codes, ordinances and comprehensive plan would be redone and they could look at the formation of a park and recreation district, which she said she believed the people on Bull Mountain would strongly support. She referred to limited dollars for the area to be serviced and noted that Tigard consisting of 12,000 acres and 45,000 people and a tax rate that was set a long time ago. She said that in a recent Cityscape article the Mayor noted there was a serious deficiency that increases. She said they would be given a unique opportunity to try to collect dollars in an area that has a need and to invest those dollars in the area that has needs rather than to have those funds collected and disbursed over a very large area to meet park deficiency needs and infrastructure needs. Ms. Hamilton-Treick said this would be the difference - to define a boundary in an area that can be incorporated and named something such as Bull Mountain, Oregon and collect the dollars, set the tax rate, and address park and recreation needs through additional funding supported by the residents. - Rebuttal o Michael. Robinson, Attorney at Law representing the Applicant, 1120 NW Couch Street, 100' Floor, Portland, Oregon 97209-4128 advised: 1. As the City Attorney said at the initiation of this hearing the task is to look at the applicable approval criteria. None of the testimony the City Council heard tonight goes to that approval criteria. The only substantial evidence before the City Council is from the applicant and the staff report. Both of those documents demonstrate that the approval criteria are satisfied if annexation were to be granted. Tigard City Council Meeting Minutes - Exhibit A October 25, 2005 Page 12 2. The Council received a request that the record be left open for seven days. If the City Council grants the request, the applicant requests under ORS 197 that the Council allow an additional seven days for the applicant to respond after the close of the first seven-day period. f. Council discussed the request to leave the record open. A summary of the discussion about how to proceed with the hearing is as follows: Written testimony will be accepted by the City of Tigard until November 1, 4 p.m. Applicant rebuttal is due to the City by November 8, 4 p.m. The hearing will be continued to November 22, 2005. No additional testimony will be received. After discussion, there was a motion by Councilor Sherwood, seconded by Woodruff, to keep the record open for seven days for written testimony; that we allow another seven days thereafter for rebuttal, and move this decision to November 22. The motion was approved by a unanimous vote of Council present. Mayor Dirksen Yes Councilor Harding Yes Councilor Sherwood Yes Councilor Wilson Yes Councilor Woodruff Yes atherine Wheatley, City Recorder Attest: Mayor,,~C/ity of Tigard 1:toam\cathytc==05we1ozs - exhibit a.aoc Tigard City Council Meeting Minutes - Exhibit A October 25, 2005 Page 13 G) Staff Greeter: Gus Duenas TIGARD CITY COUNCIL MEETING OCTOBER 25, 2005 6:30 p.m. CITY OF TIGARD OREGON TIGARD CITY HALL 1'3125 SW HALL BLVD TIGARD, OR 97223 PUBLIC NOTICE: Anyone wishing to speak on an agenda-item should sign on the appropriate sign-up sheet(s). If no sheet is available, ask to be recognized by the Mayor at the beginning of that agenda item. Citizen Communication items are asked to be two minutes or less. Longer matters can be set for a future Agenda by contacting either the Mayor or the City Manager. Times noted are estimated; it is recommended that persons interested in testifying be present by 7:15 p.m. to sign in on the testimony sign-in sheet. Business agenda items can be heard in any order after 7:30 p.m. 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. 2410 (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 by calling: 503-639-4171, ext. 2410 (voice) or 503- 684-2772 (TDD - Telecommunications Devices for the Deaf). SEE ATTACHED AGENDA COUNCIL AGENDA - OCTOBER 25, 2005 page 1 AGENDA TIGARD CITY COUNCIL MEETING 6:30 PM • STUDY SESSION > DISCUSSION OF NEW GEOGRAPHIC INFORMATION SYSTEMS (GIS) COORDINATOR POSITION ■ Administration Staff • EXECUTIVE SESSION: The Tigard City Council will go into Executive Session to discuss real property transaction negotiations under ORS 192.660(2)(e). 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(4), 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. 7:30 PM 1. BUSINESS MEETING 1.1 Call to Order - City Council & Local Contract Review Board 1.2 Roll Call 1.3 Pledge of Allegiance 1.4 Council Communications & Liaison Reports 1.5 Call to Council and Staff for Non-Agenda .Items 7:35 PM 2. CITIZEN COMMUNICATION (Two Minutes or Less, Please) • Tigard Area Chamber of Commerce Representative ■ Telecom issues ■ Hotel/motel tax • Follow-up to Previous Citizen Communication (City Manager Prosser) COUNCIL AGENDA - OCTOBER 25, 2005 page 2 7:40 PM 3. CONSENT AGENDA:- These items are considered to be routine and may be enacted in one motion without separate discussion. Anyone may request that an item be removed by motion for discussion and separate action. Motion to: 3.1 Approve Budget Amendment #5 to the FY 2005-06 Budget to Expend Department of Homeland Security Grant Funds for the Washington Square Mall Buffer Zone Protection Plan - Resolution No. 05 - 65 A RESOLUTION APPROVING BUDGET AMENDMENT #5 TO THE FY 2005-06 BUDGET TO ACCEPT AND EXPEND DEPARTMENT OF HOMELAND SECURITY GRANT FUNDS FOR THE WASHINGTON SQUARE MALL BUFFER ZONE PROTECTION PLAN 3.2 Approve an Amendment to the Tigard Police Officers Association (TPOA) Agreement - Side G Letter 3.3 Local Contract Review Board: a. Award a Contract for the Construction of Fanno Creek Trail - Segment 7b (Fanno Creek to the Proposed Wall Street) to Andersen Pacific, Inc. b. Authorize an Amendment with Norton-Arnold and Company for Consulting Services to Implement Phase II B of the Urban Renewal Plan Public Outreach Program. • Consent Agenda - Items Removed for Separate Discussion: Any items requested to be removed from the Consent Agenda for separate discussion will be considered immediately after the Council has voted on those items which do not need discussion. 7:45 PM 4. DISCUSSION OF TRIMET MEMORANDUM OF UNDERSTANDING - SECOND YEAR PROGRESS REPORT a. Staff Report: Community Development Staff b. Council Discussion 8:10 PM 5. MEETING WITH OREGON DEPARTMENT OF TRANSPORTATION REGION 1 MANAGER, MATTHEW GARRETT a. Staff Report: Engineering Staff b. Council Discussion COUNCIL AGENDA - OCTOBER 25, 2005 page 3 8:30 PM 6. STATUS UPDATE - TRANSPORTATION AND GROWTH MANAGEMENT (TGM) GRANT FOR HIGHWAY 99W CORRIDOR IMPROVEMENT AND MANAGEMENT PLAN a. Staff Report: Engineering Staff b. Council Discussion 8:40 PM 7. THIRD QUARTER COUNCIL GOAL UPDATE a. Staff Report: Administration Staff b. Council Discussion 9:00 PM 8. PUBLIC HEARING (QUASI-JUDICIAL) TO CONSIDER ANNEXATION OF SUNRISE LANE (ZCA 2005-00004) REVISED REQUEST: The applicant is requesting annexation of nine (9) parcels containing 19.95 acres into the City of Tigard. An additional 5.66 acres has been included by means of consents by Patricia Marshall, Richard and Michelle Crombie, and Jennifer and Leighton Walsh. Therefore, this annexation is for twelve (12) parcels totaling 25.61 acres. LOCATION: North of Bull Mountain Road at 150`h and Sunrise Lane; WCTM 2S 105DD Tax Lots 400, 500, 600, 700, 1000, 1 100, 1300, 1400, 1500, 1600, 1700 and 1800. ZONE: R-7: Medium-Density Residential District. The R-7 zoning district is designed to accommodate attached single-family homes, detached single-family homes with or without accessory residential units, at a minimum lot size of 5,000 square feet, and duplexes, at a minimum lot size of 10,000 square feet. Mobile home parks and subdivisions are also. permitted outright. Some civic and institutional uses are also permitted conditionally. APPLICABLE REVIEW CRITERIA: The approval standards for annexations are set out in Community Development Code Chapters 18.320 and 18.390, Comprehensive Plan Policies 2 and 10; ORS Chapter 222; and Metro Code Chapter 3.09. COUNCIL AGENDA - OCTOBER 25, 2005 page 4 a. Mayor Dirksen: Open Public Hearing b. City Attorney: Rules of Procedure C. Declarations or Challenges Do any members of Council wish to report any ex parte contact or information gained outside the hearing, including any site visits? Have all members familiarized themselves with the application? Are there any challenges from the audience pertaining to the Council's jurisdiction to hear this matter or is there a challenge on the participation of any member of the Council? d. Staff Report: Community Development Department e. Public Testimony - Applicants - Proponents - Opponents - Rebuttal f. Staff Recommendation g. Council Discussion h. Close Public Hearing I. Council Consideration: Ordinance No. 05 -14 Councilor: 1 move for adoption of the proposed Ordinance. Councilor: I second the motion. Mayor: Will the City Recorder please read the number and title of the Ordinance. City Recorder: (Reads as requested.) ORDINANCE NO. 05-14 - AN ORDINANCE ANNEXING 25.61 ACRES, APPROVING SUNRISE LANE ANNEXATION (ZC42005- 00004), AND WITHDRAWING PROPERTY FROM THE TIGARD WATER DISTRICT, WASHINGTON ENHANCED SHERIFF'S PATROL DISTRICT, WASHINGTON COUNTY URBAN ROADS MAINTENANCE DISTRICT, WASHINGTON COUNTY STREET LIGHTING DISTRICT W, AND THE WASHINGTON COUNTY VECTOR CONTROL DISTRICT COUNCIL AGENDA - OCTOBER 25, 2005 page 5 Mayor: Is there any discussion? Mayor (after discussion): Will the City Recorder please conduct a roll-call vote of Council. City Recorder: Conducts roll call vote. Mayor: Ordinance No. 05-14 (is approved or fails) by a (unanimous or however votes were split) vote. Tie votes = fail 9:15 PM 9. ANNUAL POLICE REPORT a. Staff Report: Police Staff b. Council Discussion 9:45 PM 10. CONSIDER A REQUEST FROM CLEAN WATER SERVICES TO WAIVE APPLICATION FEES FOR COMMUNITY DEVELOPMENT CODE AND ' COMPREHENSIVE PLAN AMENDMENTS a. Staff Report: Community Development Staff b. Council Discussion C. Council Consideration: Motion - Should Council waive the application fee for Clean Water Services' proposed Community Development Code and Comprehensive Plan Amendments? 10 PM 11. COUNCIL LIAISON REPORTS 1 1.1 Washington County Coordinating Committee Discussion 12. NON AGENDA ITEMS COUNCIL AGENDA - OCTOBER 25, 2005 page 6 13. 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 statute. 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(4), 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. 10:15 PM 14. ADJOURNMENT iAsdmWthytccat2005t051025.doc COUNCIL AGENDA - OCTOBER 25, 2005 page 7 ie/as n AGENDA TIGARD CITY COUNCIL BUSINESS MEETING October 25, 2005 - 6:30 p.m. 13125 SW Hall Boulevard, Tigard, Oregon 6:30 PM • STUDY SESSION > DISCUSSION OF NEW GEOGRAPHIC INFORMATION SYSTEMS (GIS) COORDINATOR POSITION ■ Administration Staff • EXECUTIVE SESSION: The Tigard City Council will go into Executive Session to discuss real property transaction negotiations under ORS 192.660(2)(e). 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(4), 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. After Executive Session and in open session, if staff was given direction from City Council, announce "Staff shall proceed as directed by the City Council during the Executive Session." > ADMINISTRATIVE ITEMS • Chamber Representative scheduled to be present during Citizen Communications. Items noted during the October 18 City Council meeting to discuss with the Chamber Representative included: Issues regarding telecommunication legislation and the recent Washington County Visitors Association action regarding Hotel/Motel Tax. • Council received additional meeting materials for Agenda Item Nos. 4, 9, and 1 1.1. An extra copy of this information is attached. 0 The Tigard Chamber is holding a 50`h Anniversary event, Harvest Hoedown on November 4. Check for Council member attendance. The Chamber is requesting City sponsorship for $500. 0 School District is requesting personal contact information. Please review attached. 0 Rescheduled training session with Joe Hertzberg, December 16, 2005, 12-6 p.m. N Community Conciliation Proposal Council Calendar: November 8* Tuesday Council Business Meeting - 6:30 pm, Town Hall 10-12 Thurs- League of Oregon Cities Conference - Eugene Sat. 1 1 Friday Veteran's Day - City Offices Closed 15* Tuesday Council Workshop Meeting - 6:30 pm, Town Hall 22* Tuesday Council Business Meeting - 6:30 pm, Town Hall 24-25 Thurs & Fri Thanksgiving Holiday - City Offices Closed 29 Tuesday 5`h Tuesday Council Meeting - 7-9 p.m., Tigard Water Auditorium Executive Session - The Public Meetings Law authorizes governing bodies to meet in executive session in certain limited situations (ORS 192.660). An "executive session" is defined as "any meeting or part of a meeting of a governing body, which is closed to certain persons for deliberation on certain matters." Permissible Purposes for Executive Sessions: 192.660 (2) (a) - Employment of public officers, employees and agents, if the body has satisfied certain prerequisites. 192.660 (2) (b) - Discipline of public officers and employees (unless affected person requests to have an open hearing). 192.660 (2) (c) - To consider matters pertaining to medical staff of a public hospital. 192.660 (2) (d) - Labor negotiations. (News media can be excluded in this instance.) 192.660 (2) (e) - Real property transaction negotiations. 192.660 (2) (f) - Exempt public records - to consider records that are "exempt by law from public inspection." These records are specifically identified in the Oregon Revised Statutes. 192-660 (2) (g) - Trade negotiations - involving matters of trade or commerce in which the governing body is competing with other governing bodies. 192.660 (2) (h) - Legal counsel - for consultation with counsel concerning legal rights and duties regarding current litigation or litigation likely to be filed. 192.660 (2) (i) - To review and evaluate, pursuant to standards, criteria, and policy directives adopted by the governing body, the employment-related performance of the chief executive officer, a public officer, employee or staff member unless the affected person requests an open hearing. The standards, criteria and policy directives to be used in evaluating chief executive officers shall be adopted by the governing body in meetings open to the public in which there has been an opportunity for public comment. 192.660 (2) (j) - Public investments - to carry on negotiations under ORS Chapter 293 with private persons or businesses regarding proposed acquisition, exchange or liquidation of public investments. 192.660 (2) (k)- Relates to health professional regulatory board. 192.660 (2) (1)- Relates to State Landscape Architect Board. 192.660 (2) (m)- Relates to the review and approval of programs relating to security. i:tadmlcathylcounciltplnk sheet - study session a0endas\2005t051025.doc CITY -OF TIGARD COMMUNITY OREGON Sil u ER.5 PUBLIC HEARING ITEM 6605 SE Lake Road, Portland, OR 97222 • PO The following will be considered by the Tigard City Council on Box 22109 • Portland, OR 97269 Tuesday October 25, 2005 at 7:30 PM at the Tigard Civic Center - Phone: 503-684-0360 Fax: 503-620-3433 Town Hall Room, 13125 SW Hall Boulevard, Tigard, Oregon 97223. Email: Public oral or written testimony is invited. The public hearing on this le aladvertisin matter will be held under Title 18 and rules of procedure adopted by 9 g@commnewspapers.com the Council and available at City Hall or the rules of procedure set forth in Section 18.390.060E. AFFIDAVIT O F PUBLICATION Further information may be obtained from ' the Planning Division (Staff contact: Gary Pagenstecher) at 13125 SW Hall Blvd., Tigard, . State of Oregon, County of Washington, SS Oregon 97223, or by calling at 503-639-4171. I, Charlotte Allsop, being the first duly sworn, ZONE CHANGE ANNEXATION (ZCA) 2005-00004 depose and say that I am the Accounting 1/ SUNRISE LANE ANNEXATION 44 Manager of The Times (serving Tigard, Tualatin & Sherwood), a newspaper rd REQUEST: The applicant is requesting annexation of nine (9) general circulation, published at Beaverton in parcels containing 19.95 acres into the City of Tigard. Qn additional 4.08 acres has. been included by means of consent by Patricia the aforesaid county and state, as defined by Marshall. Therefore, this annexation is for ten (10) parcels totaling ORS 193.010 and 193.020, that 24.03 acres. LOCATION: North of Bull Mountain Road at 150th and Sunrise Lane; WCTM 2S105DD Tax Lots 400, 500, 1.000, 1100, City of Tigard-Public Hearing 1300, 1400, 1500, 1600, 1700 and 1800. ZONE: R-7: Medium- Sunrise Lane Annexation Density Residential District. The R-7 zoning district is designed to CNI TT10660 accommodate attached single-family homes, detached single-family homes, with or without accessory residential units, at- a minimum lot size of 5,000 square feet, and duplexes, at a minimum lot size of a copy of which is hereto annexed, was 10,000 square feet. Mobile home parks and subdivisions are also published in the entire issue of said permitted outright. Some civic and institutional uses are also newspaper for permitted conditionally. APPLICABLE REVIEW CRITERIA: 1 The approval standards for annexations are set out in Community Development Code Chapters 18.320 and 18.390, Comprehensive Plan Policies 2 and 10; ORS Chapter 222; and Metro Code Chapter successive and consecutive weeks in the 3.09. following issues. October 6, 2005 ALL DOCUMENTS AND APPLICABLE CRITERIA IN THE 1,0 *1 UU44-P ABOVE-NOTED FILE ARE AVAILABLE FOR INSPECTION AT NO COST OR COPIES CAN BE OBTAINED FOR TWENTY-FIVE CENTS (25¢) PER PAGE, OR THE CURRENT RATE CHARGED Charlotte Allsop (Accounting Ma ager) FOR COPIES AT THE TIME OF THE REQUEST. AT LEAST FIFTEEN (15) DAYS_ PRIOR TO THE HEARING, A COPY OF THE STAFF REPORT WILL BE AVAILABLE FOR INSPECTION Subscribed and sworn to before me this AT NO COST, OR A COPY CAN BE OBTAINED FOR TWENTY- FIVE CENTS (25¢) PER PAGE, OR THE CURRENT RATE October 6, 2005 CHARGED FOR COPIES AT THE TIME.OF THE REQUEST. INFORMATION IS ALSO AVAILABLE BY CONTACTING THE STAFF CONTACTS LISTED ABOVE. NOTA PUBLIC FOR OREGON naaer ear My commission expires 1_._.._.... - - ICA2005-00004 Acct # 10093001 I _I~ SUNRISE LANE OFF' ANNE>SAiIOR i City of Tigard KTARYF UZET; 13125 SW Hall Boulevard Tigard, OR 9 s ` 7223 OMMISS~ ION DCF ~i I - - ITE Size 2 x 11.5 "1 - ' (...I Amount Due $192.05 remit to address above r---- § TT10660 PUBLISH OCTOBER 6, 13, 2005. PUBLIC HEARING ITEM The following will be considered by the Tigard City Council on } Tuesday October 25, 2005 at 7.30 PM at the Tigard Civic Center - COMMUNITY Town Hall Room, 13125 SW Hall Boulevard, Tigard, Oregon SP"ERS 97223. Public oral or written testimony is invited. The public hearing on this 6605 SE Lake Road, Portland, OR 97222 • PO matter will be held under Title 18 and rules of procedure adopted by Box 22109 • Portland, OR 97269 the Council and available at City Hall or the rules of procedure set Phone: 503-684-0360 Fax: 503-620-3433 1 forth in Section 18.390.060E. Email: Further information may be obtained from the Planning Division legaladvertising@commnewspapers.com (Staff contact: Gary Pagenstecher) at 13125 SW Hall Blvd., Tigard, Oregon 97223, or by calling at 503-639-4171. AFFIDAVIT OF PUBLICATION ZONE CHANGE ANNEXATION (ZCA) 2005-00004 > SUNRISE LANE ANNEXATION - REVISED NOTICE < State of Oregon, County of Washington, SS REVISED REQUEST: The applicant is requesting annexation of nine (9) parcels containing 19.95 acres into the City of Tigard. An I, Charlotte Allsop, being the first duly sworn, additional 5.66 acres has been included by means of consents by depose and say that I am the Accounting Patricia Marshall, Richard and Michelle Crombie, and Jennifer and Manager of The Times (serving Tigard, Leighton Walsh. Therefore, this annexation is for twelve (12) parcels Tualatin & Sherwood), a newspaper of total'ng 25.61 acres. LOCATION: North of Bull Mountain Road at general circulation, published at Beaverton, in 1501 and Sunrise Lane; WCTM,2S105DD Tax Lots 400, 500, 600, the aforesaid county and state, as defined by 700,4000,_11;00, 1300., 1400, 1500,,.1600„.1700,and..1800..ZONE: ORS 193.010 and 193.020, that R-7:, Medium-Density'Residential District. The R-7 zoning district is designed, to, accommodate "attached single-family homes, detached single-family homes with or without accessory residential units, at a City of Tigard-Public Hearing minimum lot size of 5,000 square feet, and duplexes, at a minimum Sunrise Lane Annexation lot size of 10,000 square feet. Mobile home parks and subdivisions CNI TT10660 Revised are also permitted outright. Some civic and institutional uses are also permitted conditionally. APPLICABLE REVIEW CRITERIA: a copy of which is hereto annexed, was The approval standards for annexations are set out in Community Development Code Chapters 18.320 and 18.390, Comprehensive published in the entire issue of said Plan Policies 2 and 10; ORS Chapter 222; and Metro Code Chapter newspaper for 3.09. 1 ALL DOCUMENTS AND APPLICABLE CRITERIA IN THE ;ABOVE-NOTED FILE ARE AVAILABLE FOR INSPECTION AT successive and consecutive weeks in the NO COST OR COPIES CAN BE OBTAINED FOR TWENTY-FIVE following issues CENTS (25¢) PER PAGE, OR THE CURRENT RATE CHARGED October 13, 2005 FOR COPIES AT THE TIME OF THE REQUEST. AT LEAST FIFTEEN (15) DAYS PRIOR TO THE HEARING, A COPY OF CjW ~(rl,~ THE STAFF REPORT WILL BE AVAILABLE FOR INSPECTION 'rit AT NO COST, OR A COPY CAN BE OBTAINED FOR TWENTY-' Charlotte Allsop (Accounting M pager) FIVE CENTS (25¢) PER PAGE, OR THE CURRENT RATE CHARGED FOR COPIES AT THE TIME OF THE REQUEST. INFORMATION IS ALSO AVAILABLE BY CONTACTING THE STAFF CONTACTS LISTED ABOVE. Subscribed and sworn to before me this _ r October 13, 2005 nemftyMAP P I' ZCA20OS-00004 - NOTARY PUBLIC FOR OREGON < N SUNRISE LANE ANNEXATION My commission expires` M-v 01 7 - _ - r, i 7 . P. Acct # 10093001 CC } OFFII 7T J.: I K. S~ ITL I c: _D _L City of Tigard KNOT UZE 13125 SW Hall Boulevard ARV P Tigard, OR 97223 OMMISS _ _ N ION IXP , _I --1 JL L Size 2 x •10'{ w r t, t' ount Due $167.00 Am I i ; remit to address above ,h fff - t 4'y i . 1 i yf {tE ha~mv l .............€.........i........J..L......f......A........t....... 1.._..................Ld...........:...... 1.. TT PUBLISH DATE: OCTOBER 13, 2005-Revised TT10660 COMMUNITY NIEWSPAPER,S 6605 SE Lake Road, Portland, OR 97222 • PO Box 22109 • Portland, OR 97269 Phone: 503-684-0360 Fax: 503-620-3433 Email: legaladvertising@commnewspapers.com AFFIDAVIT OF PUBLICATION State of Oregon, County of Washington, SS I, Charlotte Allsop, being the first duly sworn, depose and say that I am the Accounting Manager of The Times (serving Tigard, Tualatin & Sherwood), a newspaper of general circulation, published at Beaverton, in the aforesaid county and state, as defined by ORS 193.010 and 193.020, that City of Tigard-Public Hearing Sunrise Lane Annexation CNI TT10660 a copy of which is hereto annexed, was published in the entire issue of said newspaper for 1 successive and consecutive weeks in the following issues nOctober 6, 2005 Vj li C0 Charlotte Allsop (Accounting Manager) Subscribed and sworn to before me this October 6, 2005 -S . q-4 a. NOTARY PUBLIC FOR OREGON My commission expires V, C g Ia~x'~ 7 Acct # 10093001 City of Tigard OFFICIAL SEAL SUZETTEICURRAN 13125 SW Hall Boulevard NOTARY PUBLIC-OREGON Tigard, OR 97223 COMMISSION NO.373063 MY COMMISSION EXPIRES NOV 28, 2007 Size 2x11.5 Amount Due $192.05 remit to address above COMMI LAITY SPAPEI.S 6605 SE Lake Road, Portland, OR 97222 • PO Box 22109 • Portland, OR 97269 Phone: 503-684-0360 Fax: 503-620-3433 Email: legaladvertising@commnewspapers:com AFFIDAVIT OF PUBLICATION State of Oregon, County of Washington, SS I, Charlotte Allsop, being the first duly sworn, depose and say that I am the Accounting Manager of The Times (serving Tigard, Tualatin & Sherwood), a newspaper of general circulation, published at Beaverton, in the aforesaid county and state, as defined by ORS 193.010 and 193.020, that City of Tigard-Public Hearing Sunrise Lane Annexation CNI TT10660 Revised a copy of which is hereto annexed, was published in the entire issue of said newspaper for 1 successive and consecutive weeks in the following issues October 13, 2,0j0~5~ ` Charlotte Allsop (Accounting Ma ger) Subscribed and sworn to before me this October 13, 2005 NOTAR PUBLIC FOR OREGON My commission expires Acct # 10093001 City of Tigard OFFICIALSEAL 13125 SW Hall Boulevard SUZETTE I CURRAN NOTARY PUBLIC- EGON Tigard, OR 97223 COMMISSION NO.373063 MY COMMISSION EXPIRES NOV. 28, 2007 Size 2 x 10 Amount Due $167.00 remit to address above AGENDA ITEM NO.2 - CITIZEN COMMUNICATION DATE : OCT. 25, 2005 (Limited to 2 minutes or less, please) Please sign on the appropriate sheet for listed agenda items. The Council wishes to hear from you on other issues not on the agenda, but asks that you first try to resolve your concerns through staff. Please contact the City Manager prior to the start of the meeting. Thank you. This is a City of Tigard public meeting, subject to the State of Oregon's pub/ic meeting and records laws. A/l written and oral testimony become part of the pub/ic record and is open/y available to all members of the public. The names and addresses of persons who attend or participate in City of Tigard public meetings will be included in the meeting minutes, which is a pub/ic record. NAME, ADDRESS & PHONE TOPIC STAFF CONTACTED ~(A ~L Lo N Lo (3 ~1 ~rc> P 11 ~5~ ~cJJ J© 2-So~ CITIZEN COMMUNICATION Page 1 AGENDA ITEM # 3 . FOR AGENDA OF October 25, 2005 CITY OF TIGARD, OREGON COUNCIL AGENDA ITEM SUMMARY ISSUE/AGENDA TITLE A Resolution Approving Budget Amendment #5 to the FY 2005-06 Bud et 'to Expend Department of Homeland Security Grant Funds for the Washington Square Mall Buffer Zone Protection Plan. PREPARED BY: Michelle Wareing DEPT HEAD OK _ CITY MGR OK l~ ISSUE BEFORE THE COUNCIL Shall the City Council approve Budget Amendment #5 to recognize the Department of Homeland Security Grant revenue and increase appropriations in the Police Department budget for expenditure of the grant funds on the Washington Square Mall Buffer Zone Protection Plan? STAFF RECOMMENDATION Staff recommends approval of Budget Amendment # 5. INFORMATION SUMMARY At the September 13, 2005 City Council meeting, the City Council approved the grant application for the Department of Homeland Security grant. This grant will fund the purchase of a mobile repeater and radios to be used by Tigard Police Officers and Washington Square Mall Security Staff at Washington Square Mall. These protective measures were recommended by the Washington Square Mall Buffer Zone Protection Plan process. This budget amendment officially recognizes the grant revenue and increases the appropriations in the Police Department budget, so that the items listed above can be purchased. OTHER ALTERNATIVES CONSIDERED Do not approve Budget Amendment #5. VISION TASK FORCE GOAL AND ACTION COMMITTEE STRATEGY None ATTACHMENT LIST Resolution including Attachment A i FISCAL NOTES This resolution increases grant revenues in the General Fund by $41,240 and increases appropriations in the Police Department Budget by the same amount. AGENDA ITEM # 3 FOR AGENDA OF 10/25/05 CITY OF TIGARD, OREGON COUNCIL AGENDA ITEM SUMMARY' ISSUE/AGENDA TITLE Amendment to the Tigard Police Officers Association (TPOA) Addendum G Side Letter Creating a New and Additional Special Assignment PM to the Ci of Tigard TPOA Bargaining Agreement and amending the term "IGET" to read "Gang Enforcement Officer." PREPARED BY: Chief Bill Dickinson DEPT HEAD OK VV M 9 CITY MGR OK ,bq ISSUE BEFORE THE COUNCIL Should the City Council approve and authorize the City Manager to sign the side letter, Addendum G, that will have the effect of creating a new and additional Special Assignment to the TPOA/City of Tigard collective bargaining agreement, and amend the existing term "IGET" to read "Gang Enforcement Officer." STAFF RECOMMENDATION Staff recommends approving the side letter. INFORMATION SUMMARY This side letter will have the effect of creating a new and additional Special Assignment Pay to the TPOA/City of Tigard Collective Bargaining Agreement. Effective June 1, 2005 recognizing the right of the City to transfer and assign as determined by the Chief, special assignment pay will be paid per an employee's current assignment as follows: The Gang Enforcement Officer, and the Transit Police Division special assignments each will be paid an additional 2.5% in recognition and consideration of the more directed patrol mission, the greater likelihood of becoming involved in more complex investigations, and the need to address mission schedule flexibility. Article 13.2 (a) and (b) states the defined work schedules. It is agreed that the hours worked by the Gang Enforcement Officer and the TriMet Police position may be flexed. The hours worked will not be flexed for Mandatory training, court appearances, avoidance of safety release (article 13.7), or avoidance of overtime thresholds (articles 14.1 and 14.3) When a Transit Police Officer's shift assignment is changed within the Transit Police unit this shift change shall be completed pursuant to article 26.3 (Overtime Waiver) and 26.4 (Adjustment of Schedule at Rotation) of the contract. This amendment also deletes the term "IGET" (Interagency Gang Enforcement Team) and replaces it with the term "Gang Enforcement Officer," which allows the city to continue to deploy a gang enforcement officer individually or with other agencies but continues to capture the spirit of the original contract language. OTHER ALTERNATIVES CONSIDERED Do not authorize signature of this amendment to the TPOA Addendum G side letter. VISION TASK FORCE GOAL AND ACTION COMMITTEE STRATEGY None. ATTACHMENT LIST Attachment A: Addendum G Side Letter FISCAL NOTES All costs associated with the TriMet position are recovered in full through the Intergovernmental Agreement currently in force between TriMet, Portland Police Bureau, and the City of Tigard. This negotiated item will cost TriMet approximately $1200 - $1311 annually, depending on the salary level of the officer who has this position. There is no direct cost to the City of Tigard for this contract amendment. Addendum G Side letter This side letter will have the effect of creating a new and additional Special Assignment Pay to the T.P.O.A./City of Tigard Collective Bargaining Agreement. Effective June 1, 2005 recognizing the right of the City to transfer and assign as determined by the Chief, special assignment pay will be paid per an employee's current assignment as follows: Gang Enforcement Officer' 2.5% Transit Police Division of the Portland Police Bureau? 2.5% No pyramiding: The City shall not be required to pay multiple special assignment pays. In the event an Officer applies and is selected for concurrent special assignments, the Officer shall receive the special assignment pay of higher value. 2 The Gang Enforcement Officer special assignment pay is in recognition and consideration of the more directed patrol mission, the greater likelihood of becoming involved in more complex investigations and the need to address mission schedule flexibility. The Gang Enforcement Officer position has a regular work schedule as defined in article 13.2 (a) and (b). It is agreed that the hours worked by the Gang Enforcement Officer may be flexed. Articles 13.6 (Work Schedules) and 14.4 (Shift Differential) are not applicable to the position when flexed pursuant to this section. The hours worked will not be flexed for the following reasons: • Mandatory training • Court appearances • The avoidance of Safety Release as defined in article 13.7 • The avoidance of overtime thresholds as defined in articles 14.1 and 14.3 3 The Transit Police Division special assignment pay is in recognition and consideration of the more directed patrol mission, the greater likelihood of becoming involved in more complex investigations, the need to address mission schedule flexibility and the prerequisites of the IGA (Intergovernmental Agreement) between TriMet and the City of Tigard. The Transit Police position has a regular work schedule as defined in article 13.2 (a) and (b). It is agreed that the hours worked by the Transit Police officer may be flexed. Articles 13.6 (Work Schedules) and 14.4 (Shift Differential) are not applicable to the position when flexed pursuant to this section. The hours worked will not be flexed for the following reasons: • Mandatory training • Court appearances • The avoidance of Safety Release as defined in article 13.7 • The avoidance of overtime thresholds as defined in articles 14.1 and 14.3 When a Transit Police Officer's shift assignment is changed within the Transit Police unit this shift change shall be completed pursuant to article 26.3 (Overtime Waiver and 26.4 (Adjustment of Schedule at Rotation) of the contract. Glen Scruggs, President Craig Prosser, City Manager, Tigard Police Officer's Association City of Tigard Date Date If both parties continue to agree at the time of the next contract negotiation, the content of this side letter will be merged into contract article 31.3 at which time this Addendum G will be removed from the collective bargaining agreement. AGENDA ITEM # 3. 3 0- FOR AGENDA OF October 25, 2005 CITY OF TIGARD, OREGON LOCAL CONTRACT REVIEW BOARD (LCRB) AGENDA ITEM SUMMARY ISSUE/AGENDA TITLE Award of Contract for the Construction of Fanno Creek Trail - Segment 7b (Fanno Creek to the proposed Wall Street PREPARED BY: Vannie Nguyen " DEPT HEAD OK Agustin P. Duenas CITY MGR OK Craig`T'~osser. ISSUE BEFORE THE LOCAL CONTRACT REVIEW BOARD Shall the Local Contract Review Board approve the contract award for the construction of the Fanno Creek Trail - Segment 7b (Fanno Creek to the proposed Wall Street)? STAFFRECOMMENDATION Staff recommends that the Local Contract Review Board, by motion, approve the contract award to Andersen Pacific, Inc. in the amount of $62,872.50 and authorize an additional amount of $6,287, to be reserved for contingencies and applied if needed as the project goes through construction. The total amount committed to the project is therefore $69,159.50. INFORMATION SUMMARY Construction of the proposed trail will complete another trail segment of the Fanno Creek trail system running through Tigard between the cities of Beaverton and Tualatin. This project is also required to meet the conditions of approval for construction of the new Library, which began in March 2003 and was completed in August 2004. The proposed trail, which is approximately 815 feet long by 10 feet wide, will be paved with Portland cement concrete. The trail begins from south of Fanno Creek, meandering through the Library site along the creek, and ends at the proposed Wall Street. Construction of a portion of Wall Street scheduled for the spring of 2006 will also extend the trail to the existing trail located behind the Fanno Pointe Condominiums. Completion of the trail segment north of Fanno Creek to connect to Hall Boulevard awaits the resolution of a crosswalk location connecting the existing trail west of Hall Boulevard to the new trail. Location of the crosswalk is under discussion with the Oregon Department of Transportation (ODOT). Please refer to the project location map for the limits of the proposed construction and future trail alignments. This project was advertised for bids on September 22, 2005 in the Daily Journal of Commerce and Tigard Times. No project addendum was issued. Eight bids were publicly opened and read on October 6, 2005. The bid results are as follows: Andersen Pacific Ridgefield, WA $62,872.50 Accord Construction Portland, OR $63,416.18 S-2 Contractors Aurora, OR $63,516.95 Brant Construction Vancouver, WA $76,538.00 D&D Concrete & Utilities Tualatin, OR $82,210.00 MJ Hughes Construction Gresham, OR $88,868.50 Anderson Earth & Environmental Portland, OR $95,882.00 Kerr Contractors Woodburn, OR $130,880.95 Engineer's estimate $63,500 Based on the bids submitted, the lowest responsible bid of $62,872.50 proposed by Andersen Pacific appears reasonable. Staff recommends approval of the contract award plus a ten percent contingency amount of $6,287 to be used as necessary for unforeseen situations that may arise during construction. The total amount authorized for the project is therefore $69,159.50. OTHER ALTERNATIVES CONSIDERED None VISION TASK FORCE GOAL AND ACTION COMMITTEE STRATEGY None ATTACHMENT LIST Project location map FISCAL NOTES The amount of $50,000 is available in the FY 2005-06 Parks Capital Fund for this project. The Recreational Trails Program (RTP) contributes a grant of $20,160. The available funding of $70,160 is sufficient to award a contract of $62,872.50 to Andersen Pacific, Inc. and to reserve a contingency amount of $6,287 for the project. I:\eng\2005-2000 ty dpVanno creek trail ext seg 7 hall - 6brary\coundi\10-25-05 fanno creek trail contract award ais.doc FANNO CREEK TRAIL - SEGMENT 7B FANNO CREEK TO PROPOSED WALL STREET N Proposed PA crosswalk TM--------- Proposed traf7 to be constructed when crosswalk location Is resolved e FANN~ i PROJECT LOCH 77ON o ~ J 0 MARA ST m P ~ ~ L lgRq I&LIC J y O , Proposed trail to be constructed t~ as part of Wall v' PROPOSED WALL SiREft Street REGINA LN CONDOMINIUMS W ; \ c~ 'A AGENDA ITEM # FOR AGENDA OF October 25, 2005 CITY OF TIGARD, OREGON LOCAL CONTRACT REVIEW BOARD (LCRB) AGENDA ITEM SUMMARY ISSUE/AGENDA TITLE Authorize an Amendment with Norton-Arnold and Company for Consulting Services to Implement Phase 11 B of the Urban Renewal Plan Public Outreach Program under Tigard Public Contracting Rule 10.075. PREPARED BY: Denver Igarta DEPT HEAD OK CITY MGR OK ISSUE BEFORE THE LOCAL CONTRACT REVIEW BOARD Shall the Local Contract Review Board (LCRB) authorize an amendment under Tigard Public Contracting Rule (PCR) 10.075 with Norton-Arnold and Company for consulting services to implement Phase II B of the Urban Renewal Plan Public Outreach Program STAFF RECOMMENDATION Approve the amendment with Norton-Arnold and Company under PCR 10.075 for consulting services to implement Phase II B the Urban Renewal Plan Public Outreach Program. INFORMATION SUMMARY In June 2005, LCRB authorized the hiring of Norton-Arnold & Company (NAC) to help select the best strategies to engage the community in and to foster citizen understanding of the Urban Renewal Plan. A formal Request for Proposals (RFP) process was completed, and NAC was selected as the firm best suited to perform the work. Council adopted the Urban Renewal Public Outreach Plan prepared by NAC in the First Phase of the project on September 27, 2005. The City Center Advisory Committee (CCAC), which was appointed by Council to guide the development of the Urban Renewal Plan, is scheduled to play the lead role in carrying out the Outreach Plan. The Outreach Plan adopted by Council consists of eleven strategies and actions to inform the public. The original proposal submitted by NAC in response to the RFP briefly outlined optional Phase II activities for implementing the outreach effort. The actions proposed for the Phase II will be performed in close coordination with Tashman Johnson LLC (the City's urban renewal consultant), City staff, the CCAC and the City Council to accomplish specific tasks identified in the attached scope of work and budget. The action contained in the Phase II scope of work has been broken into two parts "A" and "B." An amendment for Phase 11 A in the amount of $7,490 was awarded and signed by the City Manager on October 4, 2005 as a 25% amendment allowed under PCR 10.075B and NAC has began work on the components identified in Phase II A, including Outreach Program Support Materials, Presentation and Discussion Sessions, and General Meeting and Activity Services. The remaining program tasks, responsibilities and budgets designated in Phase 11 "B" are being brought to the attention of the LCRB as a second amendment to the contract. r ~ The budget for Phase II B is $13,540 which covers the five remaining outreach activities, namely the Open House/Public Meeting, Outreach Meeting for Added Property Owners & Businesses, Creation of New Tidbits, Phase IIB General Meeting and Activity Services. Under PCR 10.075B, the LCRB may approve, at its sole discretion, amendments exceeding 25% of the aggregate total. The proposed amendment before the LCRB would result in the aggregate amendments to reach 70% of the original contract total. Staff recommends that the LCRB approve amendment #2 under the authority granted under PCR 10.075B as it will enable the firm to work on the final components of the Urban Renewal Plan Public Outreach Program without the delay and cost of bringing a new firm up to date on the project.. OTHER ALTERNATIVES CONSIDERED N/A VISION TASK FORCE GOAL AND ACTION COMMITTEE STRATEGY N/A ATTACHMENT LIST Attachment 1: Norton-Arnold & Company scope of work and budget for the City of Tigard, Oregon Urban Renewal Plan Public Outreach Program - Phase 11. FISCAL NOTES The cost for the implementation phase (Phase II) of the Urban Renewal Plan Public Outreach Program is as follows: Original Contract: $30,000 - (Awarded) Amendment 1 (Phase II A): $7,490 - (Awarded) Amendment 2 (Phase II B): $13,540 - (Proposed) There are sufficient appropriations for the project in the Long Range Planning budget. Attachment 1: Scope of Work and Budget Scope of Work and Budget City of Tigard, Oregon Urban Renewal Plan Public Outreach Program - Phase II PROJECT UNDERSTANDING Norton-Arnold & Company (NAC) has assisted the City of Tigard and the City Center Advisory Commission (CCAC) in developing a Public Outreach Plan associated with the City's Urban Renewal Plan for Tigard's historic Main Street District and immediately surrounding neighborhoods and business areas. This Public Outreach Plan consists of eleven (11) strategies and actions and was developed between June 2005 and August 2005. The Outreach Plan was reviewed by the CCAC on August 24, 2005 and the City Council (acting as the Tigard Redevelopment Agency) on September 13, 2005. Formal adoption of the Outreach Plan is now scheduled for October 11, 2005. With the conclusion of the development of the Public Outreach Plan, and the resolution of the urban renewal district boundary in late September, 2005, the City has just over two months to deliver on the strategies identified in that Plan. The Outreach Plan generally discusses the possible format, content and participants in each of the eleven options. In addition, roles and responsibilities for each of the eleven strategies in the Outreach Plan were developed in matrix form (this matrix is attached as Exhibit "A" - note: the 11th Outreach Plan strategy, a post-program de-briefing, is not included on the matrix). This "Phase II" scope and budget (revised from a September 14 draft) addresses the actions for which NAC has responsibility as per Exhibit "A", and provides for additional detail on specific tasks, deliverables, timelines and budgets. This revision of the scope and budget also includes NAC participation in a limited number of additional activities that are not part of the Outreach Plan (CCAC and committee meetings, program briefings with City staff, etc.), and breaks the program into Phase IIA and IIB segments. This Phase II effort on the part of NAC will be led and managed by Jim Rapp, NAC Senior Associate, based in Portland, Oregon. Jim bills at $130/hour. Jim will be assisted by Margaret Norton-Arnold, NAC President. Margaret's billing rate is $150/hour. Given the short time frame for delivery of this project, additional NAC professional staff is scheduled to assist for selected tasks. Rates for such staff are $100/hour. Fala Frazier, NAC Project Associate NAC, or Portland-based document production/design sub-consultants, will provide for document production, PowerPoints, and support materials designated herein as the responsibility of NAC. Fala bills at $70/hour. NAC's understanding is that the City's investment in the Public Outreach Plan must end once the ballot title is approved, and that any public outreach on the Urban Renewal Plan from that date forward must be taken up by an independent campaign committee. NAC's work on Phase II began September 15, 2005 with consultation on boundary resolution issues, and is now scheduled to initiate actual Outreach Plan elements in the first half of October. Except for debriefing tasks, NAC's role is to be primarily completed by December 13, 2005, the anticipated date for Council adoption of the Urban Renewal District and May 2006 ballot title. This time frame is a substantial contraction from . the original schedule for public outreach (September 1, 2005 through at least late January 2006), and represents an additional challenge for the project. Accordingly, NAC will work in close coordination during Phase II with Tashman Johnson LLC (the City's urban renewal consultant), City staff, the CCAC (and CCAC committees), and the City Council to assure the effective delivery of key Outreach Plan components. REVISION #1 - September 30, 2005 Page 1 Norton-Arnold & Company 'Tigard Urban Renewal Outreach - Phase 11 Phase IIA Program Tasks. Responsibilities and Budgets 1) Outreach Program Support Materials A number of supporting materials will be assembled and/or created,. including: • A presentation outline and key speaking points. • A set of one-page fact sheets keyed to primary topics in the presentation outline • Maps illustrating the boundary of the urban renewal district, catalyst projects, and other key "visual" information (assembly only - no original creation contemplated as part of this scope) • A PowerPoint presentation derived from the presentation outline and fact sheets. • Talk in a Box Kits (see Phase IIA, Task #2 for details and additional support materials) NAC will coordinate with the City, the CCAC outreach committee, and the City's urban renewal plan consultant to assemble and/or create these materials, as well as directly draft some support materials as needed. NAC will also coordinate production of the separate materials and the Talk in the Box kits. This task does not include production of large format meeting displays, or printing of support materials. The program's support materials identified as part of this scope will be designed to be reproduced by ordinary photocopy methods. Deliverables: Program support materials as listed above City Responsibilities: Assistance in assembling/ creating materials, printing, and distribution Est. Date of Completion: October 21, 2005 Estimated Cost: Rapp: 16 hours/$2,080; Norton-Arnold: 2 hours/$300; Frazier: 6 hours/$420. TOTAL: $2,800 2) Presentation and Discussion Sessions Numerous presentations and discussion sessions will be held to inform and share information about the Downtown Improvement and Urban Renewal Plans, as well as listen to any questions or concerns raised by participating individuals and groups. These sessions will be similar to those held in earlier phases of the Downtown Improvement Plan, and will range from relatively formal large group presentations (such as to service groups) to smaller, informal "living room" meetings throughout Tigard's neighborhoods and with property and business owners. Participating City staff, CCAC members and others presenting at and "hosting" these discussion sessions will be provided with Talk in a Box kits to help them carry out this task. The Talk in a Box will include a presentation outline, fact sheets, and other information related to the Urban Renewal Plan, and if requested a Power Point presentation. The Talk in a Box will also include a series of questions that will enable the presenter/host to elicit structured feedback from the assembled group. This structure will help ensure that all presenters are asking similar questions, and maintaining reasonable consistency in the types and levels of feedback received. Deliverables: Draft set of structured questions, list identifying key resource materials beyond those produced under Task #1 for use at sessions (such as large format maps, City plan documents, etc.), forms on which session "hosts" (e.g.: CCAC members, etc.) can record comments and requests for information, up to three (3) training sessions for session "hosts". REVISION #1 - September 30, 2005 Page 2 Norton-Arnold & Company Tigard Urban Renewal Outreach - Phase 11 City Responsibilities: Approval of structured questions, printing, assembly and/or distribution of all session materials and resources, scheduling and monitoring of sessions (including confirming session "hosts"), follow-up with hosts and meeting sites Est. Date of Completion: December 12, 2005 (assumes sessions will be ongoing from approximately late-October until the scheduled City Council approval of the Urban Renewal Plan and ballot measure). Estimated Cost: Rapp: 18 hours/$2,340; Norton-Arnold: 10 hours/$1,500; Frazier: 1 hour/$70. TOTAL: $3,910 3) Phase IIA General Meeting and Activity Services Project resources should be reserved for NAC's participation in CCAC or Downtown Improvement Plan Task Force meetings, committees formed by the CCAC (particularly the outreach committee), separate public meeting(s) on the Downtown Streetscape project, Planning Commission and/or City Council meetings, meetings with City staff on project issues, etc. There may also be a need for NAC to provide incidental consulting and coordination on strategies included in the Public Outreach Plan for which implementation has been assigned to other individuals and groups, or to assist in resolving other project issues. Deliverables: Participation in up to two (2) such meetings as identified by the City, and two (2) hours of additional assistance on Urban Renewal and Outreach Plan implementation City Responsibilities: Timely scheduling and notification of necessary supplemental meetings, and identification of meeting purposes and desired outcomes Est. Date of Completion: through mid-October, 2005 Estimated Cost: Rapp: 6 hours/$780. TOTAL: $780 Total Phase IIA 7 4$ , 90.00 Phase 1113 Program Tasks. Responsibilities and Budgets 1) Open House/Public Meeting An open house/public meeting will be held during the week of November 7, 2005 (preliminary target date: November 10) to make presentations, and take public comments, on the Draft Urban Renewal Plan. Information about the Downtown Improvement Plan and upcoming Downtown . Streetscape project will also be shared. Although this meeting will be open to the general public and widely advertised, letters of invitation will also be sent to a targeted mailing list that includes, for example, the leadership of Tigard's business and service organizations, downtown businesses and property owners, and leaders of local special service districts. This "special" notice could be partly accomplished with an insert included in the statutorily required public notices on adoption of the urban renewal district. Subject to further discussion with the City, CCAC, and urban renewal consultant, this open house/public meeting is preliminarily conceived to begin with a "walk-around" opportunity for attendees to view displays and ask questions of City staff, consultants, and CCAC members. This will be followed by presentations by the City and the urban renewal consultant, and a brief facilitated Q & A session with the assembled audience. All comments received at the Q & A portion of the meeting will be summarized in a subsequent written report. The presentation section of the meeting will include a brief overview of the Downtown Improvement Plan, as well REVISION #1 - September 30, 2005 Page 3 Norton-Arnold & Company Tigard Urban Renewal Outreach - Phase 11 as information related to the Downtown Streetscape project. The bulk of the presentations will focus on the Draft Urban Renewal Plan, providing attendees with a summary of what the draft Plan includes and what its implications are for the future of the downtown area. It is desirable that the landscape architect firm hired for the Downtown Streetscape project be on hand to discuss their project. If possible, a representative from a neighboring city (Tualatin or Sherwood, for example) should also spend a few minutes presenting information on how urban renewal has worked in other jurisdictions. A representative from one of the local taxing jurisdictions (such as the Tigard School District) that may be impacted by tax increment financing should also be on hand to discuss such impacts. Once all presentations and the Q & A are complete, the audience will be invited to visit three to five information stations on specific topics. (for instance, tax increment financing, catalyst projects, the Streetscape project, etc.) to learn more. These stations will be staffed by City staff and officials, the CCAC, and by project consultants as appropriate. Deliverables: Final public meeting design, consultation on meeting materials and displays, assistance in recruiting presenters from other jurisdictions and projects, up to two (2) training and orientation sessions for individuals who will staff the information stations, drafting of non-legal meeting advertisements and notices, facilitation of the public meeting, and a written summary of participant comments City Responsibilities: Securing and setting up/taking down venue, production and printing of meeting displays and materials, primary recruitment of presenters from other jurisdiction and projects, finalizing and distributing meeting advertising and notices, securing participation of City staff and officials, CCAC and other consultants, and participation at meeting Est. Date of Completion: November 18, 2005 (assumes meeting in the 2nd week of November, and meeting summary completed approximately one week thereafter) Estimated Cost: Rapp: 20 hours/$2,600; Norton-Arnold: 12 hours/$1,800; NAC Project Manager: 6 hours/$600; Frazier: 2 hours/$140. TOTAL: $5,140 2) Outreach Meeting for Added Property Owners & Businesses The preparation and review of the Draft Urban Renewal Plan has generated several proposals for expanding the boundary of the Urban Renewal District beyond the limits originally contemplated in the Downtown Improvement Plan. These discussions have identified the rail corridor northwest of downtown, the other three "corners" of the Highway 99W and Hall intersection (the fourth corner was included in the Downtown Improvement Plan boundary), about 65 acres of light industrial land southeast of downtown, the entirety of Fanno Creek Park, and a group of smaller properties on the southeast side of Hall that front on that street. As these areas were not necessarily considered in the course of developing the Downtown Improvement Plan, area property owners and businesses were not directly brought into the outreach process associated with the prior Downtown Improvement Plan effort. Should one of more of these areas be recommended for inclusion in the Urban Renewal District, property owners, residents and businesses will need to be formally introduced to the City's aspirations for downtown and to the urban renewal and tax increment concepts. Therefore, a special community REVISION #1 - September 30, 2005 Page 4 Norton-Arnold & Company Tigard Urban Renewal Outreach - Phase 11 meeting is recommended. This special outreach meeting should occur before the general public meeting scheduled for the second week of November (see Phase 1113, Task #1 above). The City and CCAC may also wish to pursue one-on-one meetings with interested property owners and businesses. Deliverables: Consultation with CCAC outreach committee, meeting design, consultation on meeting materials and displays, drafting of non- legal meeting advertisements and notices, facilitation of the meeting, and a written summary of participant comments City Responsibilities: Securing and setting up/taking down venue, production and printing of meeting displays and materials, finalizing and distributing meeting advertising and notices, securing participation of City staff and officials, CCAC and other consultants; conducting any collateral one-on-one meetings with property owners Est. Date of Completion: November 9, 2005 or earlier Estimated Cost: Rapp: 10 hours/$1,300; Frazier: 2 hours/$140. TOTAL: $1,440 3) Creation of News Tidbits A series of brief written news items (one to three paragraphs with a one-page maximum) with information about downtown revitalization, urban renewal, tax increment financing, the Streetscape project and other catalyst projects, district boundaries, experiences in other cities, etc. will be produced for eventual placement in the City's website, the Cityscape newsletter, the Tigard Times, and other media. In addition, the City maintains a listserve of approximately thirty neighborhood organizations; this Community Connectors listserve will be an effective tool for distributing these news tidbits. News tidbits can also be placed as inserts with the City's utility bills. This task does not include scheduling and placement of the news tidbits in the aforementioned media. The City or citizen groups will be solely responsible for identifying desired "tidbit" topics, and for eventual scheduling and placement. Deliverables: Draft up to fifteen (15) news tidbits (or monitor production by City staff and other consultants) based on the City supplied news tidbit topics list. City Responsibilities: Identification and listing of news tidbit topics, securing assistance of City staff and other project consultants in drafting or contributing to tidbit creation, final editing and placement of tidbits in identified media. Est. Date of Completion: December 12, 2005 Estimated Cost: Rapp: 16 hours/$2,080; NAC Project Manager: 4 hours/$400; Norton-Arnold: 2 hours/$300; Frazier: 6 hours/$420. TOTAL: $3,200 4) Phase 11B General Meeting and Activity Services Project resources should be reserved for NAC's participation in CCAC or Downtown Improvement Plan Task Force meetings, committees formed by the CCAC (particularly the outreach committee), separate public meeting(s) on the Downtown Streetscape project, Planning Commission and/or City Council meetings, meetings with City staff on project issues, etc. There may also be a need for NAC to provide incidental consulting and coordination on strategies included in the Public Outreach Plan for which implementation has been assigned to other individuals and groups, or to assist in resolving other project issues. REVISION #1 - September 30, 2005 Page 5 Norton-Arnold & Company Tigard Urban Renewal Outreach - Phase 11 Deliverables: Participation in up to six (6) such meetings as identified by the City, and eight (8) hours of incidental assistance on Urban Renewal and Outreach Plan implementation City Responsibilities: Timely scheduling of necessary supplemental meetings, and identification of meeting purposes and desired outcomes Est. Date of Completion: December 12, 2005 (assumes City Council approval of the Urban Renewal Plan and ballot measure on December 13). Estimated Cost: Rapp: 18 hours/$2,340; Norton-Arnold: 4 hours/$600. TOTAL: $2,940 5) Outreach Plan Evaluation and Assessment It is recommended that City staff and the CCAC hold a special meeting to evaluate the effectiveness of the Public Outreach Plan. This evaluation should probably occur in early January, after City Council adoption of the Urban Renewal Plan and ballot measure (currently scheduled for December 13, 2005). Deliverables: Participation in evaluation and assessment meeting, production of meeting summary notes City Responsibilities: Scheduling of meeting and securing participation of key individuals Est. Date of Completion: mid January 2006 Estimated Cost: Rapp: 4 hours/$520; Norton-Arnold: 2 hours/$300. TOTAL: $820 TOTAL Phase IIA $13,540.00 Phase II Budget Summary Phase II Personnel Budget: $21,030 Reimbursable Expenses: $470 Miscellaneous Printing: $250 Travel: $220 Mileage costs associated with local travel between Portland and Tigard and around the Tigard area TOTAL PHASE II BUDGET: $21,500 REVISION #1 - September 30, 2005 Page 6 Norton-Arnold & Company Tigard Urban Renewal Outreach - Phase I I AGENDA ITEM # 4 FOR AGENDA OF 10/25/05 CITY OF TIGARD, OREGON COUNCIL AGENDA ITEM SUMMARY ISSUE/AGENDA TITLE Tigard-TriMet Memorandum of Understanding Second Year Progress Report PREPARED BY: Duane Roberts DEPT HEAD OK CITY MGR OK ISSUE BEFORE THE COUNCIL A TriMet representative will update Council on progress achieved in 2005 under the Tigard-TriMet Memorandum of Understanding (MOU) for improving transit services within the City. STAFF RECOMMENDATION Staff recommends Council discuss with TriMet General Manager Fred Hansen any local transit-related issues regarding MOU implementation. INFORMATION SUMMARY In December 2003, the City entered into a multi-year memorandum of understanding (MOU) with TriMet that calls for the two bodies to work together to increase transit ridership in Tigard. TriMet General Manager Fred Hansen is scheduled to participate in the meeting. The agreement sets out that this goal is to be achieved through local service and capital improvements. Service improvements include expanding the number and frequency of bus lines, as well as realigning existing bus routes to improve service coverage. Capital improvements include building sidewalks to improve pedestrian access to bus stops. Capital improvements also include expanding the number of bus shelters and benches. The present report elaborates on the accomplishments of the second year of the MOU in terms of service and capital improvements. The attached report overviews City and TriMet efforts in 2005 to carry out the City/Agency MOU. OTHER ALTERNATIVES CONSIDERED NA VISION TASK FORCE GOAL AND ACTION COMMITTEE STRATEGY Transportation and Traffic, Goal #3, "Alternative modes of transportation are available and use is maximized." ATTACHMENT LIST Attachment #1: Tigard-TriMet Second Year Progress Report FISCAL NOTES The City was awarded $137,000 in Community Development Block Grant funds in 2005 to construct sidewalks on Hall Boulevard. i/c i tywide/sum/Tri Met. 2d.. AnnualRpt Tigard-TriMet MOU Second Year Progress Report In December 2003, the City entered into a multi-year memorandum of understanding (MOU) with TriMet that calls for the two bodies to work together to increase transit ridership in the Tigard community. The agreement sets out that this goal is to be achieved through local service and capital improvements. Service improvements include expanding the number and frequency of bus lines, as well as realigning existing bus routes to improve service coverage. Capital improvements include building sidewalks to improve pedestrian access to bus stops. Capital improvements also include expanding the number of bus shelters and benches. The current report elaborates on the accomplishments of the second year of the MOU in terms of service and capital improvements. The major overall transit-related development during the year has been the severe financial crises faced by the transit agency. Continued high fuel prices and limited payroll tax receipts resulted in two fare increases, as well as a round of service cuts, during the year. Service was reduced on 26 lines throughout the region. None of these cuts affected transit services within Tigard. At the same time, because of TriMet's financial situation, the agency was unable to carry out proposed new service and other transit investments in Tigard during the period. Despite TriMet's lack of funds, some progress was made toward improving transit in Tigard. This progress is detailed below. Commuter Rail The construction and operation of Commuter Rail is TriMet and the City's first Tigard- specific transit priority. When completed, Commuter Rail will be a major transit development in the community. During most of 2005, the project was on hold while the long-standing federal funding issue was in play. The issue in question was that the project's financial plan included 50% federal funding, but the commitment of these funds had not been forthcoming. The issue of the federal share of Commuter Rail funding was resolved with the passage of the Federal Transportation Bill last month. The bill includes federal funding for Commuter Rail construction and assures full funding for the project. With full funding in place, TriMet restarted its efforts and is moving forward from the present 75% design stage. The revised rail service startup date is September 2008. This year's other new Commuter Rail-related development is that the Washington Square station location has been moved from Cascade Avenue in Tigard to Cascade Boulevard at Hall in Beaverton. The new location is less isolated and better served by existing bus lines than the former Cascade Avenue site. Service Improvements Although no service improvements were carried out during the year, it is significant that five of Tigard-area service improvements were included in the 2005-2006 TriMet Transit Investment Plan. TriMet proposes to implement these improvements as funds become available. 1. Frequent Service (lines that run every 15 minutes) on Line 76-Greenburg, between Beaverton Transit Center and Meridian Park Hospital in Tualatin. At present, TriMet operates only 15 Frequent Service Lines. Line 12, HWY 99W is one. Line 76 will be the second Frequent Line operating in Tigard. 2. Consider service on Hall Boulevard north of Pacific Highway when Line 76 becomes Frequent (most likely by rerouting 78 from Greenburg to Hall). This portion of Hall is without transit at this time. 3. Reroute Line 38 to serve Bonita Road and Hall terminating at Tigard Transit Center. The implementation of this improvement in 2005 was postponed. 4. Extend Line 45 down Hunziker and 72"d Avenue, terminating at Tualatin Transit Center to replace service lost by rerouting Line 38. This improvement is contingent on the Line 38 reroute. 5. Serve the Barrows Road area (most likely by reallocating Line 99 loop service in Murray Hills). This would include providing express or peak-hour service for commuters. TriMet is committed to serving the fast-growing Barrows Road area, but not to a specific project. During the period, TriMet and City staff have been involved in long term service planning. This included modeling 17 service options that would address service needs on 10 corridors in Tigard. Approximately 21 weekly hours are needed to implement all the service improvements. In conclusion, major service-related accomplishments during 2005 include: (1) a full funding package that assures Commuter Rail construction, (2) the addition and carry over of five Tigard-specific improvements in the new TriMet Transit Investment Plan. During 2005, TriMet was unable to initiate new service in Tigard when cutting back on service elsewhere with the district. Capital Improvements The following transit-related capital improvements were funded and/or designed in 2005. 1. With TriMet's support, Tigard was awarded $137,000 in federal Community Development Block Grant (CDBG) funds to finance sidewalk improvements on Hall Boulevard, between the non-profit Washington Square Village and Spruce Street. In addition to improving neighborhood pedestrian safety and livability, the project will provide safe access to future transits stops on Hall Boulevard north of HWY 99W, when Line 78 is rerouted to serve Hall Boulevard. 2. The City allocated $80,000 in CIP funds to install sidewalk at Hall Boulevard opposite Bonita Road in anticipation of future Line 38 service. This project is in the preliminary design stage. Construction is scheduled for early 2006. 3. Tigard, in partnership with TriMet, applied for $168,000 in FY 06/07 CDBG funds to construct transit-oriented sidewalk improvements on both sides of Garrett Street, between Ash Avenue and Hwy 99W. The completed sidewalk will provide safe access to bus stops on Hwy 99W. These stops average more than 100 boardings per weekday. 4. TriMet and City staff identified and prioritized citywide sidewalk infill needs near transit stops. The same is true of citywide transit shelter needs. 5. TriMet generated general design and cost information for a retaining wall and shelter pad at the Bull Mountain/Hwy 99W stop. The improvement would address the seasonal problem of mud flow onto the bus stop area. The cost of the improvement is in the $50,000 range. It will be recommended for inclusion in the 06/07 Tigard CIP plan. 6. TriMet looked at needs and suitable locations for semi-seats and solar overhead lights at several transit stops along Pacific HWY 99W. Semi-seats are seats that attach to powerline poles and accommodate two people. Further collaborative efforts during the year included an unsuccessful attempt to establish a shared-use Park & Ride at the Westgate Baptist Church on Scholls Ferry Road. TriMet, working with the City, also attempted to place new bus shelters in the downtown area. This effort was placed on hold because Tigard is considering a new custom shelter design as part of the Downtown Streetscape project now underway. Transit-related improvements initiated by the private sector during the year included Obie Media's City-approved installation of 35 advertising benches and trash containers at various locations within the City. Although these are not the high quality benches installed by TriMet, the benches do fill a need in the community. To conclude, TriMet's financial situation in 2005 resulted in cuts across the board in the existing area-wide transit system and also in proposed transit improvements in Tigard. The Agency will consider implementing proposed service and capital improvements in Tigard as funding becomes available. The City is moving forward on installing two transit-oriented sidewalk improvements, both along Hall Boulevard. i/Irpn/rriMet.2"d.Annua1Rpt TRI-MET BUS ROUTES City of Tigard ' i \ Oregon 12 36 37 Z 38 43 45 'j -56 I 62 \ 4 - 76 -78 92 -95 96 Streets Streams i Parks City Limits o 0.4 0.8 t r-r Miles `s-r --1 ti Cartography: Community Dev'I Dept. October 2005 Sources: Washington County / City of Tigard Metro 01- 1 _ I. , 1 II 1 ~Y e ~ 1 r ~ i f 1 11 1 ` y ~I11~ _ - In n vestry'eat p1a a-~s~t Q TY On the cover: Using TriMet's Transit Tracker m phone service at 503-238-RIDE, riders can get up-to-the-minute arrival times for any bus stop or MAX station. Stop I D numbers-now being posted at MAX stations, transit centers and bus stops along Frequent Service lines--allow callers to directly access arrival times for their location. See Chapter 3. Transit Investment Plan 1 2005 Update Fiscal Years 2006 - 2010 1 i1 1 1 1 1 1 1 T R I Q)MET 1 Tri-County Metropolitan Transportation District of Oregon ' 4012 SE 17th Avenue Portland, Oregon 97202 ft met org 1 Transit Investment Plan Public input Strategic Questions Planning - 503-962-4977 tip@trimet.org trimet.org/tip TIP hardcopies Kiran Limaye General Comments Customer 503-238-RIDE (7433) ' Trip Planning comments@trimet.org trimet.org Transit TrackeP Next Arrivals Service TTY 503-238-5811 T T T Telephone Email Web RESOLUTION 05-06-46 RESOLUTION OF THE TRI-COUNTY METROPOLITAN TRANSPORTATION DISTRICT OF OREGON (TRIMET) ADOPTING THE 2005 TRIMET TRANSIT INVESMENT PLAN WHEREAS, staff has prepared a 2005 Transit Investment Plan Update (Plan) attached hereto as Exhibit A to guide the growth of the transit system over the next five years that is consistent with the long-range Regional Transportation Plan and the 2040 Growth Concept; and WHEREAS, the Plan will focus investments to maximize ridership and increase productivity; and WHEREAS, the Plan is a basis to coordinate service changes, capital projects and customer information programs within TriMet and in partnership with other jurisdictions; NOW, THEREFORE, BE IT RESOLVED: 1. The TriMet Board of Directors hereby adopts the 2005 Transit Investment Plan attached hereto as Exhibit A as a guide for growing the transit system and for developing a five-year program of focused investments in service, capital projects ' and customer information/marketing. 2. Improvements will be made as funding becomes available through the annual budget process. 3. Staff will update the Transit Investment Plan annually. 1 Dated: June 22, 2005 s residing O icer Attest: Recordin ecretary ' Approved as to Legal Sufficiency ' Le Department f,k :no 1: q,Ni~eht- apk _ " ;rtb:tn#bd✓J: Utz. vk~~ n N t}a r+y A £Teri,Jt xitsvt~ kxOTi} Iml .r sn '#g~~"4~E'S '!ti f''•la t'$9j~;$t~i Cf 2005 SYSTEM NIAID ELY . p 4+ ' .is.*ID1an:fa~.ya>.W.x.u+W4:e1:.4P: u..:b&~^ N.. i e ~µq jam} yr 10 Contents Foreword ......................................................................................................................................ii Executive Summary ...................................................................................................................iv 1. Introduction .............................................................................................................................1 TIP Priorities ............................................................................................................................2 Regional Context 2 2. Transit System Status ............................................................................................................4 Fixed Route Service .................................................................................................................4 Development .............................................................................................................................6 Portland Streetcar ....................................................................................................................6 Ridership 6 Regional Travel Options 7 3. Priority 1: Build the Total Transit System ............................................................................8 Customer Information .............................................................................................................8 Access to Transit ....................................................................................................................12 Stops and Shelters .............................14 Service Quality .......................................................................................................................16 Safety & Security 23 4. Priority 2: Expand High Capacity Transit ...........................................................................24 Current Projects 24 Upcoming Projects ..................................................................................................................27 5. Priority 3: Expand Frequent Service ....................................................................................31 Elements of Frequent Service ...............................................................................................31 Frequent Service Development 33 Frequent Service Expansion ..................................................................................................34 6. Priority 4: Improve Local Service 39 FY2006 Local Area Planning Process: Tigard/Tualatin/Lake Oswego ...............................41 FY2006 Local Area Planning Process: South Waterfront ...................................................45 East County/Gresham ............................................................................................................47 Hillsboro .................................................................................................................................50 North Clackamas 52 Past Local Area Plans: North/Northeast Portland 57 7. Transportation Access ...........................................................................................................58 Transit Equity 58 Environmental Justice ...........................................................................................................62 Accessible Transportation .....................................................................................................62 Tri-County Elderly/Disabled Transportation Plan ..............................................................63 Ride Wise Services. 64 ...............................................................................................................8. TriMet Finances ....................................................................................................................68 Productivity Improvement Process 68 Revenues 69 Expenditures 74 Appendix TIP Input 76 Bus Stop Amenities 77 Peak Vehicle Requirements 79 Frequent Service Criteria 80 Glossary .....................................................................................................................................82 Acronyms ...................................................................................................................................85 , 2005 TIP i 1 Foreword TRI @MET Dear Reader, Decisions about where and when we make transit investments are some of the most important decisions facing our community today. Our choices will influence land development, travel patterns, the economy, public health and our very quality of life. The Transit Investment Plan (TIP) seeks to provide a framework for how transit investments will be made. The TIP establishes the priorities for where TriMet will expand service, on-street amenities and customer information. The TIP provides local governments with a guide for their planning processes so they can leverage our investment with transit- related infrastructure such as sidewalks and safe street crossings. The TIP is becoming the basis for partnerships to improve transit service and access to that service throughout the region. Our region has much to be proud of in the transit system we have today. Since 1998, TriMet boosted the number of Frequent Service lines providing 15-minute or better service, seven days a week, from four to 16. Today, more than half of all bus rides are on the Frequent Service network. Innovative partnerships in Washington County are adding new sidewalks, pedestrian islands and shelters to complement Frequent Service on TV Highway. In May 2004, the Interstate MAX Yellow Line from the Expo Center to downtown opened four months early and served 3.9 million rides in its first year of operation. Weekday ridership is up 92 percent compared to the former bus line on Interstate Avenue and the number of business has increased by 50 percent. These investments in our system are encouraging new riders to try public transportation. Overall, ridership increased 2.5 percent in FY2004, bringing the annual number of rides ' provided to 91.1 Million. Our ridership is growing because we have made wise investments in the transit system, connecting people with jobs, recreational opportunities, shopping, and to other people. One measure of performance is to look at how we compare to other transit systems around the country. In terms of overall population served, we rank 29th in the country. However, in terms of number of riders, we rank 12th. On weekends, our ridership ranking is even higher, serving more riders than much larger transit agencies in Seattle, Denver and San Jose. ' While we have been able to make significant transit investments in the past few years, we will not be able to expand service this year because of the continued slowdown in the economy. In addition, the high cost of diesel, fuel is stretching our already limited 2005 TIP ii resources. To address the ongoing budget problems we are doing three things. First, we are continuing to look for internal efficiencies. For example, we have made great strides in improving the fuel efficiency of our buses, to the point that we believe we are the most fuel efficient transit agency in the country. Second, we had a midyear fare increase in April that will help offset record high diesel prices. Finally, we are making some strategic schedule changes and adjustments on low ridership trips to reduce costs while still meeting the needs of our riders. Even with limited resources we have many opportunities on the horizon. We are finding new ways to improve customer service through innovations. For example, actual arrival time of buses at all 7,800 bus stops is now only a phone call away through our 503-238- RIDE line. TriMet is committed to providing high quality transit service that meets the needs of all our riders. We will work hard and make good choices to maintain our quality of life and provide more transportation options for the entire region. Sincerely, _ ~dk Fred Hansen General Manager 2005 TIP iii Executive Summary The Transit Investment Plan (TIP) lays out TriMet's strategies and programs to meet regional transportation and livability goals through focused investments in service, capital projects and customer information. The TIP is a rolling five-year plan that is updated annually. The TriMet Board of Directors first adopted the TIP in June 2002. The TIP relies on long-term goals and strategies developed by Metro, including the Regional Transportation Plan (RTP). These plans direct development to Regional Centers, Town Centers and key corridors. The TIP shows how TriMet will implement the transit portion of the RTP over the next five years. The Total Transit System The Total Transit System is TriMet's term for the elements that make transit an attractive choice for riders. The Total Transit System includes: frequent, reliable service during all times of the day and every day of the week; clear customer information; easy access to stops; comfortable places to wait for transit and modern, well-maintained vehicles. TriMet and its partners are investing in the Total Transit System to not only meet the current demand for service, but to support regional development described in the 2040 Framework Plan and to attract the level of ridership called for in the RTP. Regional Partnerships and Focused Investments TriMet partners with local, regional, and state governments and agencies to provide many of the important elements that enhance access to transit such as roadways, sidewalks, safe pedestrian crossings, priority treatments for transit vehicles, and building codes that promote and enhance pedestrian-friendly areas. Only with such combined and coordinated efforts can the region realize the full potential of its significant transit system investment. The TIP provides the framework for forming regional partnerships between TriMet and other agencies to improve access to transit and encourage transit-oriented development. TriMet worked with local jurisdictions to develop criteria for expanding transit service. TIP Priorities ' Within available financial resources, TriMet and its partners balance needs to guide where, when and how to invest transit-related dollars. The TIP priorities are to: 1. Build the Total Transit System - Enhance customer information, access to transit, stop amenities, frequency, reliability, passenger comfort, safety and security. ' 2. Expand high capacity transit - Invest in MAX Light Rail, Commuter Rail and Streetcar service along key corridors to connect Regional Centers. 3. Expand Frequent Service - Add routes to TriMet's network of bus lines than run every 15 minutes or better, every day. 4. Improve local service - Work with local jurisdictions to improve transit service in specific local areas. 2005 TIP iv TIP Implementation 005 FY 2006 FY2007 TIP June 2004 -July 2005 June 2005 -July 2006 June 2006 -July 2010 Priority Progra177 of investments, Past Fiscal Year Upcoming Fiscal Year depends Upon improved revenUe Launched Transit Tracker by Provide Stop IN at bus stops Revitalize Portland Mall Phone and on schedules , Provide automated stop Added 81 spaces to Tualatin Open Milwaukie Park & Ride announcements, air Park & Ride conditioning and low-floor Install solar-powered lighting boarding on over 3/4 of buses 1. Build Implemented Short term and new shelters with station the Total parking management at names Add buses and light rail Transit Gateway & Sunset Transit vehicles to address projected System Centers Deploy 39 new buses passenger crowding Chapter 4 Installed 35 shelters Automate announcements on 94 buses Address low performing lines 39-Lewis & Clark, 59-Walker /Park Way, 83-Park Blocks MAX Yellow line served 3.9 Pursue Washington County Open Washington County million boardings in first year Commuter Rail federal full Commuter Rail funding grant agreement 2' Operated Streetcar to Open Gresham Civic MAX Expand Riverplace Start South Corridor final Station High design Capacity Transit Completed Washington Open MAX on 1-205 to County Commuter Rail Final Operate Streetcar to Gibbs Portland Mall; Redesign Chapter 5 Design St. downtown bus service Continue Analysis & planning for future corridors (Milwaukie- Completed South Corridor Portland, Lake Oswego-Portland, Portland Eastside, Columbia Preliminary Engineering River Crossing, Powell/Foster, Damascus/Boring) 3. Expand Added 16 miles of Frequent Fund sidewalk construction Add Frequent Service to Service in Washington along TV Hwy through complement Commuter Rail, Frequent County. partnerships 1-205 investments Service Chapter 6 Added Signal priority to Extend hours of Frequent Portland Frequent Service Service on 4 existing lines 4• Launched Blue Lake Park Tigard Revise N. Clackamas service Improve weekend shuttle to coordinate with 1-205 MAX Local Green Line Service South Waterfront Chapter 7 Change S. Waterfront service , 2005 TIP v 2005 THIN et Transit Investment Plan i .M m, x; n a r r , m r.. Se,,,ice y a` xnr. MAX 4 410 pfooosed High cavacqy Transit r,hsErra=.r*.:f: i.;g!'~t ~itsif 1. Introduction The Transit Investment Plan (TIP) lays out TriMet's strategies and programs to meet , regional transportation and livability goals through annual investments in service improvements, capital projects and customer information. The TIP is a five-year plan that is updated annually. The TriMet Board of Directors adopted the first TIP in June 2002. Community open houses, TriMet Board meetings and discussions with jurisdictional partners provide a basis for revising the TIP. , The TIP builds upon earlier planning documents including the 1997 Transit Choices for Livability project and 1993 Strategic Plan. The 2005 TIP replaces these planning documents as TriMet's development plan. ' The TIP builds on regional long-term goals and strategies developed through the Metro regional government's planning process and contained in the Regional Framework Plan. Two components of the Framework Plan, the Regional Transportation Plan and Growth Concept, direct development to centers and along transportation corridors. The TIP shows how TriMet will implement the next five years of the transit improvements called for by these plans. The TIP focuses TriMet, local, regional, state and federal funds into specific transit corridors and areas. This plan emphasizes focused investments, not only in new bus and rail service, but in the Total Transit System: service reliability, passenger amenities, customer information, and access. These improvements are most noticed by riders and are therefore most effective ' when they are made on the same routes at the same time. TriMet partners with local, regional, and state governments and agencies to provide many of the important elements that enhance access to transit such as roadways, sidewalks, safe pedestrian crossings, priority treatments for transit vehicles, and development codes that _ promote and enhance pedestrian-friendly areas. The TIP provides the framework for forming regional partnerships between TriMet and other agencies to improve access to transit and encourage transit-oriented development. TriMet worked with local jurisdictions to identify areas with the greatest ridership potential. Transit investments need to be planned and programmed several years in advance. TriMet works with jurisdictions to coordinate transit and streetscape investments to achieve the greatest beneficial impact for potential transit riders. The TIP contains priorities for new service. Actual implementation depends on funding availability as part of each year's annual transit plan and budgeting process. 2005 TIP Introduction 1 TIP Priorities Within available financial resources, TriMet and its partners balance needs to guide where, when and how to invest transit-related dollars. TriMet's priorities are to: 1. Build the Total Transit System 2. Expand high capacity transit 3. Expand Frequent Service 4. Improve local service Regional Context Metro is the regional government that leads the development of long-term plans for land- use and transportation. TriMet is a partner with Metro and local governments in land use and transportation planning. TriMet's commitment to improve service in concert with growth management is a basis for the region's 50-year land use vision, the 2040 Growth Concept. The Growth Concept, adopted by Metro in 1995, preserves access to nature and builds better communities by maintaining a compact urban form with increased travel options. It directs most new development to population centers and along corridors that can be well served.by transit, walking and bicycling. Focusing jobs, housing and services in these areas takes best advantage of transit system investments by reducing the need to drive alone. The Regional Transportation Plan (RTP) was extensively updated in August 2000 and updated in January 2004. For transit, the 2004 update addresses the development of the ' Frequent Service concept and the designation of Frequent Service bus routes. Planning groundwork is already being laid for an extensive 2008 RTP update. TriMet will work with Metro and regional partners throughout this process to further develop transit and land use planning. The Regional Transportation Plan is based on the development of a balanced transportation ' system that reduces our reliance on single-occupant automobiles and that focuses growth in Regional Centers. On an average weekday in FY2004, the TriMet system served approximately 228,300 originating rides (not counting transfers). By 2020, the RTP calls for that number to increase to more than 500,000 originating riders. The region depends on TriMet to improve service to encourage and accommodate the ' growth in demand for transit. If TriMet is not able to expand service to accommodate the expected growth, we will fall short of our regional livability goals and air quality commitments. The RTP calls for High Capacity Transit and Frequent Service bus lines to become the backbone of the transit system, serving major corridors and connecting Regional Centers to each other and to the Central City. 2005 TIP Introduction 2 Most new development in the region is planned to be within a five-minute walk of transit service. A more extensive grid network of east-west and north-south bus service, to the extent allowed by existing roads and topography, creates a high level of coverage to access the Central City, Regional Centers, Main Streets, Corridors and light rail station areas. • The RTP identifies 18 corridors that are important for travel by auto, transit and freight. Metro-led studies were recently completed for the South Corridor (Hwy 99E from Portland to Oregon City and I-205 from Gateway to Clackamas Town Center). ' Local funding for that recommended project is in place and Federal funds are now being sought. • In June 2002 the Oregon and Washington Departments of Transportation with a Governors Task Force made recommendations for multi-modal investments in the I- 5 corridor across the Columbia River. Those recommendations were extended to include similar investments in the I-205 corridor. That work resulted in the start of an Environmental Impact Statement that will address the multi-modal strategies identified in that plan. • Phase 1 study of transportation needs in the Powell-Foster corridor calls for Bus Rapid Transit that would provide similar service features as light rail, extended from Portland ultimately to Damascus. • Metro is advancing a Highway 217 corridor study. Those recommended transportation investment would compliment the introduction of commuter rail in that corridor. • A merged transit alternatives analysis is being initiated for transit and trail , improvements in the Portland-Lake Oswego corridor to Lake Oswego as well as an Alternatives Analysis to examine the potential for an Eastside Streetcar loop. Making transportation investments in Regional Centers fosters development that can be efficiently provided with public services. Finally, areas proposed to be included within the urban growth boundary will be the focus of transportation improvements so they develop in , ways that are less dependent upon cars. The policies in the 2004 Regional Transportation Plan emphasize transportation alternatives for travel to work, shopping, and recreation. The policies also focus on ensuring that all layers of the region's transportation system work together in the most effective way possible. Local Transportation Systems Plans complement TriMet's TIP with related infrastructure improvements. i . 1 2005 TIP Introduction 3 ' 2 Transit System Status l~ TriMet provides a viable transportation option for thousands of Portland area residents every day. Ridership is expected to reach 97 million boardings in FY2005. TriMet was created in 1969 as a special district of the state of Oregon and is governed by a seven-member board of directors appointed by the Governor. TriMet's 575 square mile district serves 1.3 million people in the urban portions of Clackamas, Multnomah and Washington counties. The TriMet fleet of 626 buses serves 94 bus routes with 7,744 bus stops and 1,100 bus shelters. There are 164 miles of Frequent Service bus lines that provide fifteen minute or better service seven days a week. The MAX Light Rail system is 44 miles long and also operates at least every fifteen minutes. Over one-half of the district's population lives within one-half mile of TriMet service that arrives every fifteen minutes or better. In addition to bus and MAX service, TriMet meets the needs of eligible elderly and disabled individuals with the LIFT and Medical Transportation Programs. TriMet operates 225 LIFT vehicles, providing door-to-door service for people with special needs. TriMet provides over eight million rides to seniors and people with disabilities on the fixed route system and ' an additional 958,000 rides on LIFT. ' Fixed Route Service TriMet's network of fixed route bus and rail lines attracts riders making trips at a variety of times and locations. The system is based upon a grid of north-south and east-west transit routes on arterial streets serving the Central City as well as cross-town trips. This grid serves the more densely populated parts of the region with weekday service on most lines operating at least every 15 minutes. Less frequent service connects lower density areas to transit centers (located in Regional Centers and some Town Centers). Though many of the routes serve downtown Portland or Regional Centers because they have the highest travel demand, the system design allows travel from any point in the system to any other point, without necessarily passing through downtown. Bike lockers, Park & Ride lots, sidewalks and shuttles provide access to transit from areas without fixed route service. Overall, 90 percent of people within the TriMet district live within one-half mile of TriMet service. r~ 2005 TIP Transit System Status 4 1 Table 2.1 Fixed Route Summary Frequent Standard MAX Service Service Light Rail Bus Bus Routes 3 16 77 Length 44 mi 164 mi 728 mi Vehicles Peak Service 82 204 330 FY2004 Weekly Boardings 528,642 593,425 637,908 Audited Table 2.2 MAX Light Rail Summary Annual Annual .Park Line Project Open Length Ridership Ridership Stations Construction (mi) Opening FY2004 Spaces segment Year Data for each construction segment Blue Eastside ' Hillsboro September 15 6,600,000 12,300,000 30 3,054 to Portland to 1986 Gresham Gresham Westside September Hillsboro to 1998 18 5,900,000 9,430,000 20 3,613 Portland Red Airport September 5.5 571,484 760,126 4 193 Beaverton Gateway to 2001 to Airport Airport Yellow Interstate City Rose Quarter to May 2004 5.8 3,900,000 N/A 10 604 Center to Expo Expo 2005 TIP Transit System Status 5 Development The Gateway Transit Center is designated as a 2040 Regional Center and is an urban renewal district with aggressive redevelopment plans underway. The transit center will soon be a hub for three light rail lines. TriMet is working with the Portland Development Commission, the Gateway Program Advisory Committee and a private developer to transform the 6.5-acre and Park & Ride lots into a phased active mixed use development. In the first phase 140 parking spaces have been relocated to the NE 122nd Ave MAX station and 480 parking spaces will be accommodated in a 3-level parking structure. A medical office building will be constructed on a portion of the existing Park & Ride with groundbreaking scheduled for summer 2005. The development of the Yellow Line coincided with the creation of the Interstate Avenue Urban Renewal Area. In November 2004 the new Interstate Fred Meyer store opened, ' representing the largest of new developments along the Yellow Line alignment. Other retail and housing developments are currently underway, all conveniently located at MAX stations. Portland Streetcar The Portland Streetcar extended its existing 4.8-mile loop by an additional 1.2 miles to Riverplace in March 2005. Construction is currently underway to extend streetcar operation to SW Moody/Gibbs in the South Waterfront District, with service currently slated for late 2006. Today, the Portland Streetcar serves a 6-mile loop linking Riverplace, Portland State University, the Pearl District, the Northwest Neighborhood and MAX Light Rail. The streetcar was constructed by the City of Portland through a partnership with adjacent property owners, managed by a non-profit organized by the City, and operated by TriMet personnel under an agreement with the City. The City of Portland and TriMet share operating costs. After it is extended in 2006, the streetcar would connect at SW Gibbs with an aerial tram to the main Oregon Health Sciences University campus on Marquam Hill. Ridership TriMet's annual ridership has increased every year since FY1988. Passengers boarded a TriMet bus or MAX train 91 million times in FY2004. Ridership growth reflects the investments TriMet has made in improving service, especially on Sundays. Since 1998, the portion of weekday riders served by Frequent Service increased from 17 percent to over 50 percent. All of the net bus system ridership growth since FY1999 has been on Frequent Service lines. Overall, TriMet ridership is increasing faster than other indicators of regional growth, including population. 2005 TIP Transit System Status 6 Figure 2.1 1993-2003 Growth Rates TriMet Ridership 55% TriMet Service ' . Average Daily Vehicle Miles Traveled • ' . ' Population 0% 10% 20% 30% 40% 50% 60% Regional Travel Options The Regional Travel Options (RTO) program encourages alternatives to driving alone. The program is coordinated by Metro through the RTO Subcommittee of Metro's Transportation , Policy Alternatives Committee, and implemented by various groups including TriMet. TriMet provides employer outreach, carpool management, and evaluation programs funded through grants from the RTO program. RTO follows policy set in the Regional Transportation Plan, to enhance mobility and support the use of alternative transportation modes by improving regional accessibility to public transportation, carpooling, telecommuting, bicycling and walking options. TriMet employer outreach in FY2006 will focus on employers in Regional Centers, Town Centers, and industrial areas that are designated in Metro's 2040 Growth Concept. This new focus builds transit ridership in areas of priority to the TIP. 2005 TIP Transit System Status 7 , 3. Priority l: Build the Total Transit System The Total Transit System describes the elements that make transit attractive to riders. This chapter details investments in five of these elements, specifically: • Customer information regarding TriMet service • Access to transit via walking, bicycling or driving • Passenger amenities at transit stops ' • Quality service that is frequent, reliable and comfortable • A safe and secure trip TriMet and its partners are investing in the Total Transit System to not only meet the current demand for service, but to attract the level of ridership called for in the RTP. This is the foundation for growing the system. Customer Information Clear and relevant customer information is an essential component of the Total Transit System. What is considered critical customer information varies according to need. First- time or infrequent riders may require an overview of the entire system along with specific information on fares, routes, and schedules. For regular riders, it is important to have timely updates regarding service to aid their transit planning pre-trip, on-street (or ' wayside) and onboard. Because TriMet serves a broad customer base, with varying needs and levels of access, it is important to provide information in as many forms and across as many distribution points as practical. The following chart demonstrates TriMet's customer information types and sources. This chart identifies the relevant type of information and the most pertinent tools available to access and make use of that information at each stage of transit trip planning, as indicated by the check marks in Table 3.1. I t 1 2005 TIP Priority 1: Build the Total Transit System 8 Table 3.1 TriMet Customer Information Information Need Information source On- Pre4ri On-street board c N 0 ' m o c CL 0 a _N E 0) -C c fU (C p. (9 'C C C a _ Q N N a` O o U of Schedule v v v v v v Ma v v v v v Trip planning v v v v ' Arrival time v v v v Delay information v v v v Stop locations v v v v v v Trip length/time v v v v v v v v v v v Route options Transfer information v v v v v v v v v v v Service frequency Park & ride info v v v v How to ride/fare info v v v v v v Time of day v v v Schedule Information Schedules for buses and light rail allow customers to determine planned arrival and departure information, either before beginning a trip or while a trip is in progress. TriMet provides this information in multiple forms: • Printed maps at the TriMet Ticket Office and online at trimet.org • Printed schedules at the TriMet Ticket Office, onboard buses and MAX trains and at schedule and sales outlets • Printed schedule information at heavily used stops and transfer points. Currently there are 4,500 information displays at stops, stations and shelters throughout the TriMet system, with a goal of eventually providing schedule information at every stop 2005 TIP Priority 1: Build the Total Transit System 9 0 Telephone access to schedules 24 hours, seven days a week in English and Spanish and via TTY • Schedules on television monitors on the Portland Mall • Internet access to all schedules and maps at TriMet's website, trimet.org including downloadable schedules for personal digital assistants (PDAs). Trip Planning Customers can plan trips in advance by telephone (503-238-RIDE), online at trimet.org or at the trip-planning kiosk at TriMet's Ticket Office at Pioneer Courthouse Square. TriMet processes 1.7 million trip planning requests each year. Of those, 1.3 million trips are planned by customers at trimet.org. Transit Tracker TriMet's Transit Tracker uses satellite technology to track buses. It allows customers access to the projected time the bus or train will arrive. Transit Tracker is available at 37 bus and 24 MAX stops and online at trimet.org for all bus stops and MAX stations. Wireless access for PDAs and Internet-ready cell phones is also available. In addition, Transit Tracker is now available on touch tone phones (land line and cell). Customers can call 503-238-RIDE and enter their Stop ID number to get real time arrival information 24 hours, seven days a week in English and Spanish. Through the first five months of this program, TriMet customers are calling to get real time arrival information for their stop an average of over 85,000 times each month. ' Stop ID numbers are assigned to each bus stop and MAX station in the TriMet system. Currently, customers can access the Stop ID number for their stop location by going online at trimet.org. or by calling 238-RIDE and using the automated system; trip planners at the ' Customer Service Center include Stop ID numbers in all itineraries. In March 2005, customers were provided with a document reader program and files for their PDAs, which provides a listing of all Stop Ids in the system, sorted by route. ' Beginning in September 2005, Stop ID numbers will be featured in timetables and at bus shelters and MAX platforms. Stop ID numbers will also be added to all new bus stop signs I as they are installed (figure 3.1). TriMet will provide Stop ID window displays to local businesses that desire them. 2005 TIP Priority 1: Build the Total Transit System 10 Figure 3.1 , Stop ID at Bus Stop . r43526 Figure 3.2 Bus Schedule with Stop IDs For Transit Tracker arrival"" time 1 Sunday *tt Oa a n r~ C (M 'MOO C) i~ M(D CD *a ~cf~i R~ 3 i C* 00 G)=00C) 00000 O C~ R aC CND Qf 0 Gag -xy2 Cam t~Q cca beE Q c= Q ~Q 10x Ca m =t0 ~~O JQO .NO NO NQO NO QGi[n QYC%~ ~WiCn ~CQC/) WCn W~C%) Wtn 5:39 5:46 5:49 5:56 6:05 6:09 6:12 5:59 6:06 6:09 6:16 6:25 6:29 6:32 6:19 6:26 6:29 6:36 6:45 6:49 6:52 6:39 6:46 6:49 6:56 7:05 7:09 7:12 6:59 7:06 7:09 7:16 7:25 7:29 7:32 7:19 7:26 7:29 7:36 7:45 7:49 7:52 7:39 7:46 7:49 7:56 8:05 8:09 8:12 7:54 8:01 8:04 8:11 8:20 8:24 8:27 8:07 8:14 8:18 8:25 8:35 8:40 8:43 8:22 8:29 8:33 8:40 8:50 8:55 8:58 2005 TIP Priority 1: Build the Total Transit System 11 1 Personal Service TriMet's commitment to accessible customer information includes direct personal contact with customers. In any given month, upwards of 80,000 contacts with customers are made over the telephone, at the Ticket Office counter, at Portland Airport and at special events. The TriMet Ticket Office at Pioneer Courthouse Square offers ticket and pass sales, trip planning assistance and general customer information. At 503-238-RIDE, customers can get assistance from live operators for trip planning, fare information and related transit service information. TriMet's telephone operators will also log customer comments, suggestions and complaints into a Customer Service Information database. These calls are ' logged, tracked and responded to as part of an agency-wide customer service commitment. Finally, dedicated on-street Customer Service Representatives are deployed to assist customers during special events and whenever there are service adjustments or service disruptions. Access to Transit Investments in transit service are only useful to riders if they can get to it. The majority of riders access transit by walking. The chart below, from TriMet's 2002 Origin-Destination ' Survey, shows how people access transit from home. Figure 3.3 Access to Transit from Home Bike/Other Drop Off Park & Ride Walk 2005 TIP Priority 1: Build the Total Transit System 12 Pedestrian The Total Transit System includes safe and convenient pedestrian access to transit with sidewalks, crosswalks and trails. Every transit rider is a pedestrian at some point in his or her journey. Pedestrian access is the most important mode for meeting local service needs. Maximizing transit ridership depends on safe, welcoming and direct pedestrian access to transit stops. Many people are willing to walk up to one-quarter mile to a bus or streetcar stop or one-half mile to MAX, Frequent Service or Commuter Rail. Ninety percent of the region's population lives within a half-mile of a bus stop or light rail platform. However, sidewalks connect to only about 69 percent of the stops. Discontinuous sidewalks, indirect routings, and difficult street crossings discourage local circulation and transit use. Given that half of all bus rides are on Frequent Service, TriMet is interested in working with local jurisdictions to focus pedestrian enhancements on these key corridors. To this end, TriMet and Metro completed a region-wide sidewalk inventory to document the presence or absence of sidewalks on each side of the street, sidewalk coverage per block, marked crosswalks on major arterials, and traffic signals. The inventory is used to find pedestrian access gaps along or within one-quarter mile of existing and proposed Frequent Service routes. TriMet will provide an inventory of high-use bus stops for jurisdictions to use in planning pedestrian investments. Criteria for allocation of Metropolitan Transportation Improvement Program funds support the development of sidewalks, trails and bike routes. Many jurisdictions are using those funds to provide improved transit access. Private development also plays an important role in providing these needed connections. Additional , resources are needed to make significant progress in providing access to transit. There is a similar need for safe street crossings where bus routes follow major arterial streets and highways. Busy streets with signals spaced far apart are barriers to safe access to transit. Neighborhood-oriented streetscape improvements may not all be applicable to , such busy streets. TriMet has been working with ODOT and other jurisdictions to identify these difficult locations and to begin to make improvements. TriMet will work with Metro to integrate the most recent bus stop information into the next RTP update. Major transit stops identified in the RTP will reflect TriMet's levels of bus stop use and priority. This will in turn facilitate the inclusion of this information in local transportation system plans and allow jurisdictions to better build capital development work programs in concert with transit needs and priorities. Bicycle Bicycle infrastructure extends the reach of the public transit system. All TriMet buses have bicycle racks and all MAX trains have designated bicycle areas. Bicycles are allowed on the Portland Streetcar. Most stations, transit centers, and Park & Ride lots have bike racks or lockers. TriMet offers over 340 bicycle lockers. TriMet will continue to promote bike access to transit by expanding the distribution of bike racks and lockers as new investments in high capacity transit are made. 2005 TIP Priority 1: Build the Total Transit System 13 TriMet will work with local jurisdictions to improve bike access and awareness of bicycle facilities in the metropolitan area. High capacity transit corridors will preserve, enhance or establish bike routes. Park & Ride Park & Ride lots provide access to transit in locations that are not well served by bus lines and at rail platforms outside the Central City. These parking lots are either owned by TriMet or provided in a shared use arrangement through churches, movie theaters, or retail ' establishments. Users may park free of charge up to 24 hours or as posted at 57 Park & Ride lots. TriMet provides over 10,000 parking spaces for Park & Ride commuters. Sixteen of the 21 TriMet-owned lots are on MAX lines. Dedicated lots provide 80 percent of the total Park & Ride capacity. While many of these lots are used beyond capacity, overall use is at 80 ' percent of capacity. Shared use lots are a tradition in Portland as these lots once provided the entire Park & Ride capacity for the system. Today the 36 shared use lots make up 20 percent of the system capacity. Shared use parking lots make maximum effective use of existing community investments in parking. While generally provided by institutions as a community service, TriMet often enters into agreement for nominal improvements or maintenance of these lots. Challenges include managing overuse of these lots and liability ' protection for the partner institution. It can be difficult to locate shared lot partners at attractive locations and with demand on the lots that complements the weekday work schedules of Park & Ride commuters. TriMet continues to explore opportunities for additional shared use Park & Rides at locations that effectively supplement fixed route services. Quick Drop Many centrally located MAX stations and transit centers are provided with curbside locations where transit riders can be met or dropped off. These facilities make it easier for families or carpoolers to coordinate trip making. Quick Drop locations were added to the system in conjunction with the opening of the Airport MAX Red Line to make it easy for passengers with luggage to access stations. TriMet continues to incorporate Quick Drop facilities as MAX stations and transit centers are redeveloped. Stops and Shelters There are 7,700 bus stops, 1,090 bus stop shelters, 570 trashcans and over 1,800 benches for TriMet riders. When placing stops, TriMet tries to use locations that are accessible by sidewalks, near crosswalks, safe, convenient, visible and well lit. TriMet continues its implementation of a multiyear bus stop development program that includes placement of new signs and poles at stops, additional shelters and benches, and more lighting at stops. Capital program efforts will look for partnerships that match bus stop investments with sidewalk and crosswalk improvements. New development will continue to be asked to provide some of this bus stop and amenities investment. 2005 TIP Priority 1: Build the Total Transit System 14 Shelter expansion opportunities will be coordinated within local area plans and will address regional needs and priorities. Stop names (based upon intersection) and ID numbers will be posted at shelters starting in FY2006. , Ridership, land development and jurisdictional investments pedestrian infrastructure determine what amenities are planned for each stop. These criteria are detailed in the appendix. Figure 3.4 Shelter with Stop Name, Schedule information, Stop ID & Other Amenities rn Q Sp ?t ~F t m_~n s~ o " r i MET t^ 2005 TIP Priority 1: Build the Total Transit System 15 Service Quality High quality transportation is key element to the Total Transit System. Frequent, reliable and comfortable service on modern vehicles is fundamental to improving service quality and attracting new riders. TriMet will maintain and improve the quality of its transit service as described below. Frequency ' Frequency (service at least every 15 minutes throughout the day) contributes to ridership in several ways: a It reduces actual and, even more substantially, perceived travel time by transit a It makes the need to transfer less onerous. Given contemporary multi-destination travel patterns, TriMet cannot connect all the origins and destinations with direct ' service. If the transfer wait time is short and the transfer environment is good, customers will be much more willing to transfer a It makes transit more attractive for short trips. Most trips by automobile are short, so it is important for transit to attract these trips in order to increase ridership and meet RTP goals, particularly for transit ridership to Regional and Town Centers and along Main Streets a It makes transit convenient, an essential element in attracting more trips. Reliability TriMet's market research shows that transit service must be reliable in order to be a viable alternative transportation choice. This is achieved by writing accurate schedules; ' minimizing the time buses are delayed by traffic congestion; using efficient boarding and fare payment systems, proper training and supervision of drivers, and restoring service promptly after a disruption. In FY2006, TriMet will identify priorities for improving ' reliability. Traffic preferential improvements along roadways that help keep buses moving include signal priority (extended green light time), jump lanes at intersections, bus stops with curb extensions, and other management and route design measures to reduce running times and improve reliability. Signal modifications and track layout changes are used to increase reliability of train operations as the rail network expansion involves more merges and higher train volumes. TriMet improves internal operations to ensure that buses and trains leave the end of the line on time, that schedules reflect realistic running times, provide balanced layover times, and that service disruptions are addressed quickly. Efforts are also underway to work with operators and other field personnel to improve on-time performance and operating conditions. A bus or train is considered on time if it arrives no more than one minute early or five minutes later than its scheduled arrival time. Information on bus and train arrival times is continually collected and summarized each quarter. The goal is for at least 90 percent of all 2005 TIP Priority 1: Build the Total Transit System 16 bus trips and 95 percent of MAX trips to arrive at timePoints on time during an average , weekday, Saturday or Sunday. Figure 3.2 details the on-time performance of the bus and rail systems. It is projected that 80 additional weekly vehicle hours and three peak buses would be needed so that schedules better match actual conditions (considering lines on which median run times exceed scheduled run times, and that have an average more than 15 boarding rides per vehicle hour). Figure 3.5 ' Monthly On Time Performance 95% , 93%- 91%_ , 89% 87% 04 C 0 85%- 83%- J~ 81 % 1 /o Of 79% MAX Monthly Performance 77% Bus Monthly Performance 75% O O O N N N N N M M M M M M t7 V* tr ~Y 0 o g o 0 0 0 9 0 0 o q 0 0 0 o q o q o q o o q o Q 0 ~ ti Q~ Q O p ti Q~ Q O p li Q~ Q O D ti Q~ Q , Capacity TriMet's service standards list acceptable passenger capacities for different vehicles. These ' standards encourage ridership by preventing passenger overcrowding and ensuring that everyone has a comfortable ride. Certain rush hour trips on several lines are projected to become overcrowded in the next five years if additional passenger capacity is not added. Alleviating crowding can require greater capital and operating resources for more buses and trains, operators, mechanics, supervisory personnel and equipment. Ridership information is collected daily from automatic passenger counters (APC) at bus , doors. About 75 percent of the bus fleet is APC-equipped. Ridership summaries are prepared quarterly to determine if passenger overcrowding is occurring or is projected to occur within the next year. Automatic passenger counters are included on the 27 new MAX cars purchased for the Yellow Line. The counters on buses and railcars provide monthly ridership counts, peak load checks, and information for service adjustments. TriMet's passenger loading standards are used to determine if a bus or train is overcrowded. For example, buses on a line are full when there is an average of 51 people on board (39 seated and 12 standing) passing a point on the line during the peak one hour. 2005 TIP Priority 1: Build the Total Transit System 17 Table 3.2 Average Passenger Capacities per Low-floor Vehicle Passenger Capacities Low-Floor one hour in peak direction of travel) Seated Standing Total 30-Foot Bus 28 2 30 40-Foot Bus 39 12 51 Light Rail Vehicle 64 69 133 ' Based upon the passenger capacities for different vehicles, up to seven additional afternoon rush hour buses may be needed by September 2009 (FY2010) based on ridership growth projections. Actual afternoon peak hour ridership growth rates (Fall 1998-Spring 2004) ' were applied to FY2004 passenger loads to develop projections. Table 3.3 shows which lines are expected to be over capacity in the next 5 years. 1 2005 TIP Priority 1: Build the Total Transit System 18 Table 3.3 Bus Passenger Volumes FY2004-FY2010 Weekday PM Peak Hour , FY2004 FY2010 Line Trips VCapacity Peak Hour Percent Peak Hour Percent olume Achievable Passengers Achievabl, Capacity • trips) new 94- Pacific Highway Express 6 215 69% 387 126% 61- Mar uam Hill/ Beaverton 2 82 79% 110 78% 68-Collins Circle 5 157 61% 269 105% , 72-Killin sworth/82nd Ave 8 339 82% 413 101% 66-Mar uam Hill/Hollywood 2 84 82% 99 97% ' TriMet modifies bus schedules and routes to manage capacity and maximize service productivity. Productivity is measured as the portion of time that buses spend serving passengers (revenue hours) compared to the total time that buses are out of the bus yard (vehicle hours). Vehicle hours include revenue hours, time between ends of lines and the garages (deadhead hours), and schedule recovery/operator break times during the day (layover hours). Productivity enhancements balance layover hours to provide schedule recovery time when and where it is most needed. This increases the overall usefulness of transit service by reallocating service (lines and parts of routes) with low ridership to lines , with higher ridership potential. Allocation of service to meet customer demand is important for ensuring adequate frequency and availability of seats. In FY2004 and FY2005, about 4.8 percent of weekly vehicle hours and 28 peak buses have , been reallocated or saved by addressing low performing lines and service productivity. The FY 2005-06 objective is an increase of two peak buses for passenger crowding and potential ' route changes. TriMet has established a process to identify low-performing lines and to either improve ridership or discontinue the route in order to improve service to other lines with greater need. The first step is to ensure that riders, local jurisdictions and other interested parties are invited to participate in the review of a route's performance. The initial focus is to find ' ways to increase ridership. This could be achieved by restructuring the service, adding more service, improving bus stops or access to them, implementing programs to increase demand, undertaking promotional campaigns, or targeting service to new developments , along the line. A strategy is then developed and implemented on a trial basis. Generally, lines are given a year or more to reach an acceptable ridership productivity level. If that level is not achieved, the service may be reallocated to other lines that need , more capacity. TriMet will look first to reallocate the service within the same community. TriMet will provide some form of safety net service for those riders who have special needs, particularly seniors and people with disabilities. TriMet will also survey Park & Ride ' options for affected neighborhoods and look for new shared-use Park & Ride opportunities where such option are limited or non-existent. 2005 TIP Priority 1: Build the Total Transit System 19 , ' Fixed route bus lines have a desired minimum of 15 boarding rides per vehicle hour and a maximum operating cost of $4.60 per boarding ride. TriMet defines lines with below 10 ' boardings per vehicle hour to be low performing. The operating cost per ride guideline is twice the bus system average, $2.22 based on FY2004 operations cost of $69.00. Lines that do not attract at least 10 boarding rides per vehicle hour are low performing lines that ' should be addressed to improve productivity. Table 3.5 lists present low performing and marginally performing lines and line segments. FY2006 priorities for addressing low performance include Lines 39-Lewis and Clark, 59- Walker/Park Way, 63-Washington Park, and 83-Park Blocks. ' 2005 TIP Priority 1: Build the Total Transit System 20 Table 3.4 FY2004 Low and Marginally Performing Lines Weekly Weekly Boarding Weekday Weekly Vehicle Rides/ Cost/ Peak Line . . Hours . Boarding Buses- 84-Kelso-Boring 165 27 6.0 $11.76 0 154-Willamette 535 78 6.9 $10.29 0 39-Lewis & Clark 602 86 7.0 $10.07 1 , c 37-North Shore 552 72 7.7 $9.25 1 6"M 86-Alderwood 215 26 8.3 $8.55 0 63-Washington Park 793 89 8.9 $7.99 1 CL CO - 3 0 83-OMSI* 538 59 9.0 7.83 1 ' o~ $ -J v 60-Leahy Road 278 30 9.3 $7.62 0 59-Walker/Park Way 1,743 164 10.6 $6.66 2 , 27-Market-Main 792 73 10.9 $6.51 1 36-South Shore 1,472 130 11.3 $6.24 3 157-Happy Valley 700 58 12.0 $5.92 1 18-Hillside 457 36 12.8 $5.55 1 ' 34-River Road 1,608 123 13.1 $5.40 2 .E 55-Hamilton 1,405 104 13.5 $5.25 2 47-Baseline/Evergreen 4,051 298 13.6 $5.20 3 ' CL = 43-Taylors Ferry 3,749 266 14.1 $5.03 5 38-Boones Ferry Rd 1,815 129 14.1 $5.02 3 c °0 46-N Hillsboro 1,012 71 14.3 $4.97 1 0 29-Lake/Webster 1,652 115 14.4 $4.93 2 23-San Rafael 988 68 14.5 $4.87 1 FY2004 Bus System Average 31.1 $2.22 -(Frequent & Standard Service "83-OMSI Discontinued in FY2005. 83-Park Blocks now serves the portion of downtown formerly covered by the 83- ' OMSI..Initial data indicate that the 83 continues to underperform. 2005 TIP Priority 1: Build the Total Transit System 21 ' Modern vehicles TriMet's newest buses have low floors that make it easier for all riders to get on and off, ' especially elderly individuals and persons with mobility devices. New buses are also air- conditioned, and have lower emissions than our older vehicles. Future bus orders will include automated stop announcement equipment as well. New light rail cars will continue to be of low-floor design. The following criteria are used to recommend lines for expanded use of low-floor buses: • Weekly ridership on the route is the primary factor used when determining where to place low-floor buses because the higher the ridership the more customers benefit from ' air-conditioning and quicker boarding • Weekly boardings by honored citizens (elderly customers or people with disabilities) who especially benefit from not having to climb steps to board the bus ' • Weekly boarding rides that require the use of the lift • Running the lower-emission buses in neighborhoods with high existing levels of diesel emissions or on the Portland Mall Table 3.5 Proposed Low-floor Bus Deployment FY2006-FY2010 Line Year 20-Burnside/Stark FY 2006 ' 71-60th/122nd 10-NE 33rd Ave ' 10-Harold FY 2008 77-Broadway/Halsey 44-Capitol H 40-Mock's Crest 52-Farmington/1 85th Ave 31-Estacada (Proposed Frequent Service Routes are listed in priority order. 1-Greeley Deployment will be based 1-Vermont on peak pullouts, garage 70-12th Ave assignment, timing of bus purchases and sidewalk 62-Murray Blvd conditions. 96-Tualatin/1-5 35-Macadam (Proposed Frequent Service 76-Beaverton/Tualatin (Proposed Frequent Service ' 2005 TIP Priority 1: Build the Total Transit System 22 Automated Stop Announcements Automated Stop Announcements (ASA), are planned for all new and existing low-floor buses. TriMet is committed to removing transit-riding barriers for persons with disabilities ' and is working to fully comply with the Americans with Disabilities Act (ADA) requirement for announcing transit stops. Moreover, the ASA project will improve service quality for all transit riders. The ADA requires that stops be announced for transfer points, major intersections, destination points, requested stops, and for the bus line number and destination for customers waiting at stops served by multiple lines. TriMet's MAX Light Rail system has included an ASA system on its vehicles since 1997. The bus ASA system will include internal and external audio announcements, and may include reader board displays of stops inside the buses. No advertising will be included in , ASA announcements or displays. TriMet's ASA project staff is consulting with Committee on Accessible Transportation (CAT), disability organizations, and TriMet bus operators in development of the system. The system will be configurable to adjust features such as what ' is announced, audio volume, etc., based on feedback from bus riders. The first introduction of ASA-retrofitted TriMet low-floor buses to regular service is , planned for September 2005 with up to 94 buses. Between September 2005 and September 2006, the 188-vehicle balance of TriMet's existing 282 low-floor buses will be introduced to ASA-equipped regular service. ' In early 2006, TriMet will consider funding availability to for an additional retrofit project for its newest high-floor fixed-route buses. ' Safety & Security , Ensuring safe operation of transit service and safe design of transit facilities and equipment is embedded into all TriMet activities. Similarly, all TriMet employees serve as "eyes and ears" for security awareness. , The procurement of new buses and light rail vehicles and the construction of facilities include safety requirements in design and performance specifications, which are verified in , design reviews and testing. Safety hazards are formally identified, assessed, and resolved as part of developing specifications and designs. Acceptance testing against safety-related design and performance requirements is formally performed and documented. Certification ' that all safety design requirements have been met, as well as the following operational safety requirements, is required before completed facilities and equipment are placed into passenger service. Standard Operating Procedures (SOPS) govern all operations, to assure safety and quality. 2005 TIP Priority 1: Build the Total Transit System 23 , 4. Priority 2: Expand High Capacity Transit ' The Portland region is distinguished by making high capacity transit investments that are more than just about moving people. These investments influence land development in support of the 2040 Growth Concept. This chapter details high capacity projects that are in ' progress as well as areas that are under study for transportation investment. High capacity transit is the most effective means of serving the high volume travel corridors between 2040 Centers by: • Operating at speeds and with a ride quality that make transit competitive with the automobile for many trip destinations • Providing reliable service by avoiding traffic congestion • Making the most cost-efficient use of vehicles and operators • Focusing development by demonstrating a long-term commitment to quality transit ' service • Using clean power systems that improve air quality within a corridor ' High capacity transit need not be limited to light rail. Commuter rail, streetcar and bus rapid transit (priority bus service with limited stops) are being considered to augment the high capacity system, possibly as an interim step toward light rail service. TriMet's Frequent Service, discussed in the next chapter, includes many elements of bus rapid transit. ' Current Projects The following sections describe High Capacity Transit projects led by TriMet, with the exception of the Portland Streetcar. Each project is described in detail on the following ' pages. Table 4.1 High Capacity Transit Projects in Progress Project Status Washington County Commuter Rail Awaiting federal full funding grant ' agreement South Corridor / 1-205/ Portland Mall Awaiting federal permission for final design (expected Summer, 2005) Portland Streetcar Constructing Gibbs Street extension ' 2005 TIP Priority 2: Expand High Capacity Transit 24 r Washington County Commuter Rail _ The Washington County Commuter Rail line will offer a new transportation choice within the heavily traveled Interstate 5 and Highway 217 corridor. Using existing freight tracks, , it will connect to TriMet MAX light rail in Beaverton and serve Washington Square, Tigard, Tualatin and Wilsonville. The 14.7-mile line will share freight train tracks with the Portland & Western Railroad. , There will be five stations with approximately 800 parking spaces at four stations. Self- propelled vehicles would run weekdays every 30 minutes during morning and afternoon , rush hours. Travel time via rail between Wilsonville and Beaverton Transit Center -is estimated to be 27 minutes versus a projected future travel time of 40 minutes by auto. The cost for the project is $103.5 million, 50 percent from federal funds. In addition, the ' project will make some associated roadway improvements with local-only funds. Total population in the commuter rail corridor is forecast to increase by more than 45 , percent by 2020, with employment expected to increase by more than 88 percent during the same period. Regional plans identify over 29,000 new homes and apartments and 65,000 , new jobs in the corridor cities by 2017. Pedestrian access and bus transfers along this line would be reviewed to consider connections to the rail service. Local governments and businesses would be encouraged to ' develop vanpool shuttle connections to nearby employment areas and attractions. South Corridor I-205 / Portland Mall Light Rail Project The South Corridor I-205 / Portland Mall Light Rail Project will construct 8.3 miles of light rail in two segments with 15 new stations and approximately 2,000 additional Park & Ride spaces. The MAX Green Line will operate along 6.5 miles of rail I-205 from Clackamas, serve existing stations from Gateway to the Rose Quarter, and then use new track on the , Portland Mall. Three miles of the I-205 extension will be on a grade-separated alignment that was reserved and, graded as a transitway when the freeway was originally constructed, reducing project costs and minimizing impacts. In downtown Portland, 1.8 miles of new track on 5th and 6th Avenues are planned, serving ' 7 stations from Union Station at the base of the Steel Bridge to Portland State University. The provision of a north-south MAX alignment in the downtown connects Portland State , University, the largest single transit trip generator, to the light rail system, and provides circulator service along the spine of downtown to allow better mobility for those traveling within downtown. The alignment is a springboard for light rail to Milwaukie and for a potential extension into the southwest. The projected ridership of the MAX Green Line is 46,500 daily boarding rides in the year, , 2025 (Final Environmental Impact Statement, November, 2004). A total of 38,800 daily transit riders (83% of the total) are projected to travel to, from, or within the I-205 segment in 2025. The I-205/Portland Mall Light Rail Project will cost approximately $493.7 million , (in 2006 dollars). The region is seeking 60% of the cost from the Federal 5309 New Starts program. The remaining funding share has been secured for the project through urban renewal commitment from 4 districts, an allocation of Federal STP funds allocated through ' 2005 TIP Priority 2: Expand High Capacity Transit 25 ilir N!'; IR :}zt,l Man 'PlI klc'?,. If ltwtr,i{ S{Sit hit„ cint ..:'ll2`i'ii, is=i!i::i-;,L•!ir.ti unk! login in LAW h •=ys=or:i m o who N` IX s'rr<-en IOn, ltt' l:txi l'~'vil _ik',•:.tii~il ~i:: i' ~~+i;f'si, t`C?t?Ci~.t,i't~:i (-U 1-:7si.t' .:•-it {i`. %':E s(".. i-~:=• At Pill i",i,t• fsr;`.i"''i....•TW(- in Jwi nn s+vn LA}fl he Ulm :`I!S:<Wti1ntii`I- by ttyin Vail an the t':t1'tf:-nd 'cIAL 1"t':•givia mpv to 9Jtt.': i1'_it., nud t1ty 1" il.m ;URI rt'tNal MAX 1Vol ~.t'rvv ml ilk, AM. ":.:is' ON v hQ, [,I}=.:': hill s., 'i€~}I"}1, t;~s`{l ,k(] i:I lit'*." ,4i". `f'f :ti ~ itt'}t:„,M t+3 f.1 ,?'E~}2; t/^Ik.'~~!.~`.' ,-•i5 ;tR=l i!JCl}I? f?Ll .fit a`T3 t',c"~ f:: 1'V'„i -i(;~ .:t`idu light r.i l i...,ri,.` ins •117:1 t;t.rt tht`=.t3Y,•._ .=..',ini-nAds, 3t.. `j, !1i: „'i`t sS!(T2i., :s}•~_~,;.. in ?i %"ot t•mL F='woy bums ill tsi:tTat. Ifn 51all }sri}'th o €1-ilvie4nd", lilica- t'.? lni' p :t '~t;= };y=.~, -=,ss, -'-it3 .t!` North <r=„zitti:31 u.tr I .~a~ri; ;i .`4ietjon. In 'akltt;E.smb Ht, l3;..,.. t and ' •,,il'. 111 Mall sz"ii! it .tp`o-e, i.is't:sl in brim ,i 11 Amer Mall l=}y, .13'= t}f l`-;23'z -'t: Ei~, ji,iniv}t "siri<; wt; or :L=';_:` ti ..t,:y4q, b il:t' A% y~•. t.;{':s"';'i: i~t 4'}. t,..; i";t E,n }3s'.?mint? and O'di r{'1: ke, l,•.i;:br Air i3',]#;.wi, ?',•{ors i{ni,it`,:i'Mij 11w Map 4 [ r y i ry A j s 1 ligh C upactts (miss 'i~ Upcoming Projects ' TriMet is working with regional partners to study the next investments in high capacity transit. Metro plays a lead role in defining the scope of these studies and alternatives to be considered for each corridor. Metro manages the framework for engaging the community in a discussion of the merits and impacts of each alternative. Annual updates of the TIP will include more detail about these projects as they develop and are included in the Regional Transportation Plan. TriMet will work with Metro to prioritize and , implement the expansion of high capacity transit and to create future updates of the Regional Transportation Plan consistent with those priorities. The region's capacity to invest in the transit infrastructure is limited by both the local funding capacity to support at least 50% of the project cost and the Federal government's ability to direct a like amount to this region. Table 4.2 Upcoming Projects ' Study Area/Project Status Milwaukie-Portland Light Rail Supplemental Draft Environmental Impact Statement underway in 2006 , Portland-Lake Oswego Eastside & Portland Lake Oswego Transit Service Alternatives Analysis Portland Eastside Underway ' Milwaukie-Oregon City Rapid Bus Frequent Service, Park & Ride improvements ' Columbia River Columbia River Crossing Project underway Powell/Foster Phase I Study recommendations adopted ' by Metro Council, October 2003 Damascus Damascus/Boring Concept Plan , Portland-Lake Oswego A Portland-Lake Oswego Transit Alternatives Analysis began in 2005 under Metro management and will look at streetcar, enhanced bus and other options, together with , pedestrian and bicycle trails. The streetcar alternative would be an extension of the Portland Streetcar from the South Waterfront area, potentially using the existing publicly- owned Willamette Shore rail right-of-way, which parallels SW Macadam Avenue and , Highway 43 to downtown Lake Oswego and used by a historic trolley line for weekend excursions during the summer. The 5.6-mile line could have 10-11 stations and a transit transfer facility and a Park & Ride lot in Lake Oswego. The single-track line with passing , 2005 TIP Priority 2: Expand High Capacity Transit 27 ' sidings would need to be improved and signal, power and communications systems installed. Bus alternatives focus on the parallel Highway 43. ' Portland Eastside A concurrent Eastside Transit Alternatives Analysis also began in 2005. Alternatives include streetcar, enhanced bus service, and a "no build". The streetcar alternative would connect with the existing streetcar alignment at NW Lovejoy Street. Tracks would be added to the Broadway Bridge, following Broadway into the Lloyd District. On the ' northern edge of the Rose Quarter, tracks would divide at NE Weidler to conform to the one-way grid and turn at Grand and SE 7th Ave. The southbound 7th Ave tracks would turn west toward the Oregon Convention Center on Oregon St. The current concept for the alignment beyond this would be to use Martin Luther King Jr. and Grand Avenues into the Central Eastside District as far as SE Stephens. From here, a pedestrian bridge could connect to OMSI, or streetcar could bridge across the freight rail line. This could also allow for a future completion of the loop by use of the proposed Caruthers Street Bridge, part of the South Corridor Phase II alignment to Milwaukie. Bus alternatives have similar alignment options. Milwaulde-Portland Light Rail The South Corridor Phase II Milwaukie light rail alignment would cost approximately $550 million in current year dollars, assuming a new Caruthers Bridge river crossing. The Milwaukie extension, Phase II, would connect downtown Portland, the central eastside industrial area, densely populated southeast Portland neighborhoods and the community of Milwaukie. Frequent Service buses from Clackamas Regional Center and Oregon City ' would connect to the line in Milwaukie. TriMet and agency partners also worked closely with a Milwaukie Working Group with broad neighborhood, resident and business representation to refine the selection of a site for the Phase I and the Phase II light rail alignment. As a result of this process, which included public hearings in front of the Milwaukie Planning Commission and City Council. ' The Working Group recommended, and the City Council has approved, study of the potential for a transit center on McLoughlin Blvd, just south of Kellogg Lake, at the south end of downtown Milwaukie. Additional reviews, including land use changes, engineering, and environmental study will be required for Phase II to move forward. Oregon City -Portland Bus Rapid Transit ' The South Corridor Locally Preferred Alternative (April 17, 2003) calls for "incremental BRT-type improvements" between Milwaukie and Oregon City. The North Clackamas Local Area discussion in Chapter 6 contains more detail on current and near-term efforts toward this end. Currently underway is the addition of a TriMet-owned Park & Ride in this corridor to provide greater access to the high frequency bus service in this corridor. Improvements to the frequency and span of service along McLoughlin are also identified. ' Additional enhancements that will require a new source of funding could include transit signal priority and select stop and intersection improvements. ' Columbia River An analysis of alternatives and Environmental Impact Study, to look at options for freeway and transit improvements across the Columbia River at or near the current I-5 bridge ' 2005 TIP Priority 2: Expand High Capacity Transit 28 began in 2005. The study is led jointly by the Oregon and Washington Departments of ' Transportation. Powell/Foster 1 Metro Council adopted Phase I recommendations of the Powell/Foster Corridor Study in October 2003. Transit recommendations include, bus priority treatments along Powell ' Boulevard such as signal priority, queue jumps and stop placement at the far side of intersections. The plan recommends "Rapid Bus" implementation concurrent with development in Pleasant Valley and Damascus. , Damascus ' Clackamas County, in partnership with Metro, TriMet, ODOT and areas residents is entering the second year of a two-year planning process for the Damascus/Boring area. The Damascus/Boring Concept Plan is a unique opportunity to create a livable community that ' integrates transit with new development. Transit is an important component of that plan. Policies identified in the Core Values and the Damascus/Boring Concept Plan project goals and principles call for a well-connected and well -designed transportation system that: • Provides travel options, including transit connections to community destinations and I-205 and Gresham light rail stations • Reinforces a sense of community and is pedestrian friendly ' • Includes regional and community transit service in mixed-use areas and on key streets that is supported by street design, a mix of land uses and transit- supportive densities. 2005 TIP Priority 2: Expand High Capacity Transit 29 ' HIGH CAPACITY TRANSIT 4NOV.vM ~vw^^uuy 4 ~w ~ ~ ,g f e. 33 fK P.: rz~n.v. aA °a tiA A~ R levS.. 0 1% x s. x '=^a~: tarcdfN~c $ o.M13:.... Nw ~za 1 v Pmposed High Capacity Transit x $ w ~ r* 2040 GroWth Concept Urban Growth aounda-y ~igi3t7Fs € AX.. S~eetraw Malor Aft, zi TriMet See% ice District OEM was= m 5. Priority 3: Expand Frequent Service Frequent Service buses arrive as often as MAX trains, every 15 minutes or better from the , early morning to late in the evening, seven days a week. Frequent service serves Main Streets and connects Regional and Town Centers in the 2040 Plan with each other and with ' the Central City. Frequent Service is a key way to meet Regional Transportation Plan mode share targets in centers and along main streets. This chapter presents existing Frequent Service and proposed enhancements to the system. Frequent Service lines are the focus for TriMet and jurisdictional investments in the Total ' Transit System: additional service, reliability improvements; distinctive branding improved passenger facilities at bus stops; enhanced pedestrian access; and modern low- , floor buses. Frequent Service builds upon TriMet's strong geographic coverage: 90 percent of people in the district live within one half mile of transit service. Adding frequency and amenities to existing routes is more effective in attracting riders than offering new, ' infrequent routes. Nearly all of the net bus system ridership increases between FY1999 and FY2004 occurred on Frequent Service. In 1998, four lines had 15 minute or better service available each day of the week. Today, ' the Frequent Service network comprises 16 bus routes and is 164 miles long. Most recently, Line 75-Lombard/39th Ave joined the Frequent Service network in May 2004, and Line 57- ' TV Hwy/Forest grove was upgraded in September 2004. The 16 Frequent Service lines require 204 peak buses to serve 56 percent of the weekly bus , ridership; it takes 337 buses on 78 standard bus lines to serve the remainder of bus riders. Despite the replacement of Line 5-Interstate with the Yellow Line, the ridership on Frequent Service lines continues to increase, 16% between January 2004 and 2005. Half of ' this increase is due to additional lines being added and half is ridership growth on existing Frequent Service lines. Substantial improvements in local ridership result from Frequent Service. Frequent Service lines, such as McLoughlin Boulevard, provide local access within Milwaukie and Oregon City. For example, less than a quarter of Line 33-McLoughlin ridership is to or ' from Portland. More riders use Line 33 for local travel within Clackamas County than use it for trips into Portland. Other examples include Line 57-TV Highway in Forest Grove and Cornelius and Line 12-Barbur in Tigard and Sherwood. ' Elements of Frequent Service ' On weekdays, 15 minute or better service should begin no later than 6:00 a.m. and continue until 1030 p.m. On weekends, it should begin by 8:00 a.m. and continue until 1030 p.m. Running buses frequently until 1030 p.m. matches service levels on MAX. Longer-term ' improvements (beyond 2010) aim for service at least every 1012 minutes. Service on these lines before 6:00 a.m. and after 1030 p.m. may not be as frequent as every 15 minutes. The guidelines for the span of Frequent Service were based on an hour-by-hour ridership , productivity analysis for weekdays, Saturdays and Sundays on existing Frequent Service lines and MAX. The morning start of Frequent Service accommodates the early rush hour commute. Evening productivity remains strong (above the bus system average of 31 2005 TIP Priority 3: Expand Frequent Service 31 ' ' boarding rides per vehicle hour) until after 1000 pm. The 1030 p.m. end time for Frequent Service corresponds to end times for evening activities, based on a survey of evening college ' classes, movie theaters, shopping and event centers. Eight Frequent Service lines have 15-minute service after the evening commute or at night. Four Frequent Service lines in North and Northeast Portland gained early morning and late evening service as part of the reallocation of buses from Line 5-Interstate (replaced by MAX in May 2004). Frequent Service lines that provide regional connections, such as McLoughlin and Barbur/ Pacific Highway, have Frequent Service Express service during rush hours complementing t the local Frequent Service. Lines 99-McLoughlin Express runs from Portland through Milwaukie and region City to Clackamas Community College every fifteen minutes with only ten stops outside of Portland and 94-Pacific Highway Express runs every ten minutes ' from Portland through Tigard, King City and Sherwood with ten stops outside downtown Portland. Frequent Service Stop Amenities Part of the total transit trip, the bus stop experience is oftentimes cited by transit users as being as important as the onboard experience. Rider amenities such as shelters, trash cans, lighting, and sidewalks are installed by TriMet and local governments when a line is ' upgraded to Frequent Service. In Fall 2004, TriMet tested a solar lighting installation in one shelter at 234th Ave. and TV ' Highway. The solar panel can operate in cloudy, winter weather. TriMet has ordered 51 more solar lighting installations, many of which would be installed on TV Highway. ' Frequent Service Marketing TriMet has implemented an integrated marketing campaign with the theme "The Wait is Over," to increase customer awareness and ridership on Frequent Service lines by ' promoting a combination of elements, including: • New low-floor buses with new identity graphics and Frequent Service icons • New bus stop signs, highlighting Frequent Service ' • Frequent Service campaign ads on buses, benches and bus shelters • Frequent Service brochures • Promotion on trimet.org ' • Frequent Service identification on customer information, including: o Timetables o System map o Bus shelter information displays o Single time point schedules at selected bus stops o Bus Stop signs ' This program seeks to make it easy for customers to recognize which bus lines run frequently, at a glance, when looking at a bus, map, schedule or bus stop sign. 1 ' 2005 TIP Priority 3: Expand Frequent Service 32 Frequent Service Development ' The 2002 TIP proposed adding over 110 miles to the Frequent Service system to serve 65 ' percent of weekly bus ridership on 22 Frequent Service lines. Since FY2002, 39 net miles have been added to the system. Table 5.1 ' Frequent Service Development Frequent Service Timeline FY 1999 FY 2000 FY 2001 FY 2002 FY 2003 FY 2004 FY 2005 Number of 4 9 9 14 14 15 16 ' FS lines U v FS Route v mileage 39 88 88 125 125 138 164 0 Weekly FS 685,136 ' Ridership 210,190 396,050 413,880 531,625 549,250 593,425 est. Weekly FS ridership as percentage o 18% 34% 34% 43% 45% 48% 56% (est.) ~ N all bus ' ii Peak buses 66 128 128 175 175 190 204 Ma 2004 Existing Sep 1999 Sep 2001 Oct 2003 Sep 2004 , Service Service Service Service lines Change Change Change Change 5-Interstate 4-Fessenden 12-Sandy 4-Division 57-TV Hwy/ ' Forest Grove 0 6-Martin May 2004 j 14-Hawthorne Luther King Jr 12-Barbur Service Blvd Change N 15-NW 23rd 54-Beaverton- 75-Lombard/ p~ Ave 9-Powell Hillsdale Hwy 39th Ave ' CL N 72- Dec 2001 v Killingsworth/ 15-Belmont Service , Z 82nd Ave Change N 33-Mc- 5-Interstate Loughlin 8-NE 15th Ave replaced by MAX 8-Jackson Park 1 N Frequent Service Branding & New look a' FS Ridership calculated quarterly vehicles introduced o ' Z Ridership counted monthly starting FY2003 t 2005 TIP Priority 3: Expand Frequent Service 33 ' ' Frequent Service Expansion Investments in Frequent Service over the next five years would both expand the number of Frequent Service lines and add more service to existing lines in the early morning and evening. r Table 5.3 identifies planned Frequent Service improvements that will complete the RTP's 20-year strategy for service development. Future TIP updates will address the ' development of new town centers and updates to regional land use and transportation plans. Seven criteria determined priorities for the Frequent Service line expansions and extensions. They were developed in consultation with a technical advisory committee composed of representatives from each local jurisdiction that would receive new Frequent Service. Table 5.2 presents each criterion and its weight corresponding to its relative importance. The criteria are listed in the appendix. Half of the 16 existing Frequent Service lines do not have 15-minute or better service levels in the early morning and the late evening. Service would be added to these lines as resources become available. ' Express Service that overlays Frequent Service during rush hours on McLoughlin and Barbur/ Pacific Highway could be improved to run in off-peak directions during the peak and midday service could be added to provide a precursor to Bus Rapid Transit. Table 5.2 ' Frequent Service Weighting Criteria Description Criterion Projected short-term ridership productivity, Ridership productivity population/employment density, major 40 attractions 1 Transit/pedestrian friendly Sidewalk coverage, signalized crosswalks, 20 streets planned improvements Density of transit dependant Areas with high proportion of low income population and activities residents, seniors, or persons with 10 disabilities RTP Desi nation Frequent or rapid bus designation in RTP 10 Relationship to major Connection to existing or proposed high 10 transportation developments capacity transit Land use connective Number of 2040 Centers served 10 Transportation demand Number of ECO compliant companies 5 management Total Possible Score 105 Table 5.3 presents the program of improvements to Frequent Service. Two new Frequent Lines and four span-of-service increases are programmed for the next 5 years. ' 2005 TIP Priority 3: Expand Frequent Service 34 Table 5.3 Frequent Service Expansion Weekly Vehicle Peak Type Line From To Hours Bus Increase Increase FY 2006-FY2011 New Hall Blvd.) 7 all verton/Tualatin Beaverton TC Tualatin 390 3 New 31-King Rd Milwaukie TC Clackamas TC 240 2 Span 9-Powell Portland Mall 1-205 80 0 Span 4-Division Portland Mall Gresham TC 50 0 Span 8-Jackson Park Portland Mall Marquam Hill 25 0 Span 15-Belmont Portland Mall Parkrose TC 75 0 Total 860 5 i Tier 2 Priority Extension 54-Beaverton- Beaverton TC Scholls Ferry Rd. 225 2 Hillsdale H 33-McLoughlin Clackamas Extension (Molalla Ave) Portland Mall Community 260 2 College New 35-Macadam Ave Oregon City TC Portland Mall 605 0 (Hwy 43 Extension 31-King Rd Clackamas TC 152nd 125 1 Sunn side Rd Span 12-Barbur Portland Mall Durham Rd. 60 0 Span 12-Sandy Portland Mall Parkrose TC 40 0 ' Span 33- McLoughlin Portland Mall Oregon City 160 0 Total 1,475 5 Tier 3 Priority Extension 12- Barbur Durham Rd. Sherwood 140 2 New 79-Clackamas Town Clackamas TC Oregon City TC 305 3 Center Webster Rd New 87-181 st /182nd Ave NE Sandy Blvd SE Powell Blvd 380 2 Total 825 7 2005 TIP Priority 3: Expand Frequent Service 35 ' e r' 4 v a.. n ) m i v.. . 4 q u a , Bus v ftiy.l. .:~4~i vv. u. - 'fir}.N;g; ~3cu=x',rt' lleE~. i3r': f$3: £3 (:(I~,L9Clij IrI lel Service district - 57-TV Hwy/Forest Grove ' Frequent Service on Tualatin Valley (TV) Highway started in September 2004, one year earlier than programmed in the 2004 TIP. Weekly bus service on TV Highway increased by almost 20 percent and service on Sundays more than doubled. Winter 2004-05 Sunday ridership is up 39 percent over the prior year. Approximately, 35,000 jobs are located along the 16-mile route. ' Consistent with the Total Transit System, TriMet is working with Washington County citizens and jurisdictions to improve pedestrian access along TV Highway. The TV Highway Pedestrian Access Work Group evaluated pedestrian crossing and sidewalk conditions at each bus stop. The group recommendations are in the table below. Table 5.4 TV Highway Pedestrian Access Work Group Recommendations Action Status Eliminate 28 bus stops that are underused, close to a nearby stop or are not near safe Complete crossings Construct or rebuild over 3,000 feet of Design work underway, construction to sidewalks begin in FY2006 Design work underway; solar lighting Install 23 new shelters installed in most existing shelters beginning in May 2005 Evaluate two new crossing islands at Will take place in FY2007, after two years unsi nalized intersections in lace Implement a new pedestrian and driver Seeking funding: Possible grant source safety campaign in conjunction with a includes the Region 2040 Funds from the speed enforcement effort. Regional Travel Options Program Capital investments of $732,862 in the project include: • $255,975 from ODOT's Bicycle/Pedestrian Grant Program, 1 • $363,289 in Federal Job Access Reverse Commute grant funds that would be passed through TriMet, • $88,000 in ODOT Special Transportation Grant Funds, and , • $25,598 from Beaverton, Hillsboro, Cornelius, Forest Grove and Washington County. 76-Beavertonfl%Watin Frequent Service on Line 76-Beaverton/Tualatin is programmed for FY2008. This improvement would provide 15-minute service along the Highway 217 corridor between Beaverton and Tigard, and along the I-5 corridor between Tigard and Tualatin. Frequent Service on Line 76 would supplement the rush hour Commuter Rail service during the midday, evening and on weekends. 2005 TIP Priority 3: Expand Frequent Service 37 This service would connect two Regional Centers and two Town Centers. In addition to linking three growing cities, Frequent Service on the Line 76 would serve local trips in each jurisdiction through which it passes. For example, of all transit trips in Tigard, 32 percent either stay within the city or are destined for Beaverton. Line 76 Frequent Service would be poised to carry a large portion of those trips. ' TriMet is working in partnership with local jurisdictions to make investments in sidewalks, crossings, lighting, and stop spacing improvements as well as shelters and benches at bus stops. This effort has been incorporated into the Tigard Local Service planning process (See Chapter 6). 2005 TIP Priority 3: Expand Frequent Service 38 6. Priority 4: Improve Local Service TriMet receives requests, primarily from local jurisdictions, to make improvements and implement programs focused on meeting local jurisdictions' needs. These include requests to extend routes to areas that are not within walking distance of present routes, capital ; improvements to complement local development initiatives, and marketing programs to support local transit service. TriMet's local transit service helps meet the needs for basic community mobility and , development needs, provides transportation for those unable to drive and provides connections to the regional transit system. Successful local service requires: • Land use patterns and densities that encourage and generate transit usage • Safe, direct and convenient pedestrian and bicycle access, within communities and to transit stops • Running buses frequently throughout the day • Marketing and customer information Local service expands the coverage of transit service for those unable to directly access lines that connect with MAX or Frequent Service Local lines contribute to the success of Frequent Service Bus and MAX by linking them with additional riders. Frequency and span of service ' Local service riders typically take short trips (2-4 miles). The waiting time for short trips is a proportionately larger component of the total travel time than for longer trips (a ten minute wait for a five minute ride is less attractive than a ten minute wait for a sixty minute ride). Hence, the market for short trips demands high frequency service (at least every 15 minutes). Even for transit dependent riders, high frequency is needed because alternatives to transit such as walking, biking or carpooling are often available. All TriMet routes perform a local service function to some extent. MAX, for example, provides local circulation within downtown Portland and in central Hillsboro. Frequent Service lines, such as McLoughlin Boulevard, provide local access within Milwaukie and Oregon City. For example, less than a quarter of Line 33-McLoughlin ridership is to or t from Portland. More riders use Line 33 for local travel within Clackamas County than use it for trips into Portland. There have been substantial improvements in local ridership when frequency is improved. Examples include Line 57-TV Highway in Forest Grove and Cornelius, Line 52- Farmington/185th in Beaverton and Hillsboro, Line 12-Barbur in Tigard and Sherwood, Lines 12-Sandy and 77-Halsey in East Multnomah County, Lines 33-McLoughlin and 79- Clackamas Town Center in Gladstone and Oregon City. Buses are effective in serving shorter local trips. The average passenger trip length on buses is 3.66 miles in FY2004, a little shorter than the 3.74 miles in FY97. Bus ridership increased 52%, from 42 million to 64 million boardings during the same period. 2005 TIP Priority 4: Improve Local Service 39 I~ Many existing lines do not operate frequently, only every 30-60 minutes on some days of the week. Many of these lines have demonstrated ridership demand, but do not have the service frequency to meet that ridership demand. TriMet's priority for local service improvements is to increase frequency on these lines. Land Use Given that high frequency bus service is needed to attract local trips, local bus service needs higher ridership demand to support greater frequency. Areas with low population or employment densities, abundant free parking and with difficult access to transit stops, do not generate sufficient ridership. Other land use factors related to transit use include: • A mix of uses to facilitate access to a variety of activities and jobs/housing balance • Street connectivity • Transit oriented design of streets and buildings i~ TriMet participates in local planning processes including community plans, transportation system plans and urban renewal committees. TriMet also reviews and comments on land i use actions for proposed development to encourage transit-supportive design, parking and street and pedestrian connectivity. 2005 TIP Priority 4: Improve Local Service 40 Local Areas ,f Areas programmed in this 5-year TIP to receive local service improvement are Tigard Tualatin / Lake Oswego, East County / Gresham, Hillsboro, South Waterfront, and North Clackamas. These areas were selected based on expected population and employment growth, major infrastructure investments and the demonstrated potential for ridership growth. High population and employment growth rates, access to employment areas, service for low-income residents, the need to review low-performing lines, and the number of years since last route restructuring were also considered in selecting local areas. The most recent local area improvements were made in North/Northeast Portland when the Yellow Line opened in May 2004. TriMet and city staff from each focus area meet to review the transit needs and groups to include in the process, to provide: • An overview of transit trends, existing transit service and pedestrian issues • A summary of local jurisdictional Transportation System Plan goals or action items • Potential target populations and possible areas for capital projects, marketing programs or service changes • A timeline for the planning process The planning process for a local service improvement should take at least a year. The product could be an Inter- Governmental Agreement and financial strategy that phases service enhancements and pedestrian/transit capital projects within the jurisdiction's right- of-way. Private development may also be integrated with this process. TriMet focuses on one Local Area at a time. FY2006 Local Area Planning Process= Tigard/Tualatin/Lake Oswego TriMet and the City of Tigard have been working over the past 18 months on developing a Local Area plan to improve access, leverage public and private investments, and enhance and promote mobility options. A Memorandum of Understanding to guide the planning was completed and signed in January 2005. Staff from the City of Tigard and TriMet began meeting with stakeholders in April 2004 to review transit needs identified in Tigard's Transportation System Plan. As a result, TriMet has evaluated 11 potential service options for Tigard. In addition, TriMet and Tigard staff are also evaluating where capital improvements such as shelters, benches, and sidewalks could be placed. Since the planning process has begun, Tigard has been successful in acquiring $600,000 in ODOT grant funds for sidewalk improvements on Pacific Highway. TriMet and Tigard have also begun discussing placing new bus shelters and benches with the possibility of adding new sidewalk. Both organizations are exploring a partnership in which TriMet would install new trashcans and Tigard would contract with a trash hauler to empty them. Lastly, both Tigard and TriMet staff have been searching for possible sites for new, shared use park and ride facilities. 2005 TIP Priority 4: Improve Local Service 41 Though no agreement has been developed, Lake Oswego has been included in some of the Tigard transit improvements and connections to the Tualatin Commuter Rail Station are also being assessed with that city. Tigard's population is estimated to have grown by 11 percent between 2000 and 2003. Like the rest of the state, Tigar&s employment is showing signs of recovering from the recent recession. Highlights of recent service improvements in Tigard include more than a doubling of service along Pacific Highway within Tigard, between Tigard and Sherwood and between Tigard and Portland. Connections between Tigard and Beaverton, as well as Tigard and Tualatin have been improved over the last several years, doubling the number of bus trips between these communities. As part of the Bridgeport Village development in Tualatin, TriMet was able to expand the Tualatin Park & Ride by 81 spaces. The developer has also agreed to install two electrified shelters at the park & ride. The additional parking spaces and shelters would improve access and comfort for express bus service between Tualatin and Downtown Portland on Line 96 Tualatin/I-5 Express. The $480,000 in improvements were a part of the Bridgeport Village project. No TriMet funds were used in the expansion of the Park & Ride. Priorities identified in Tigard/Tualatin/Lake Oswego are: A. Commuter rail service between Beaverton, Tigard, Tualatin and Wilsonville B. Bus and pedestrian connections at the Washington Square and Tualatin commuter rail stations C. The study of transit alternatives in the Highway 43 corridor between South Waterfront and Lake Oswego D. Local connections by rerouting Line 38 along Meadows and SW Bonita Rd. and an extension of the Line 45 along SW 72nd and Sequoia Parkway E. Frequent Service on Line 76 between Beaverton-Tigard-Tualatin, including potential routing along Hall F. New downtown Lake Oswego transit facilities and Park & Ride. G. Frequent service on Line 35-Macadam connecting West Linn, Oregon City and Portland and routing it along State Street through downtown H. Addressing low-performing service along Line 37-Lake Grove 1. Service to Barrows Rd. area 2005 TIP Priority 4: Improve Local Service 42 ~17 _ ~ ' a~'-• _ ~ ~ LEI Li _ ~ yy _ 1 ` I` eeavertm uki ii ~I, P rCi - 6. f ~ ` - r?&y ~ ~ ITS ~ ~ ~ (i*-' J _p Tigapd _ r J,~ ty I [ i- t, 'Cl ' :L,+m, - ,i' tffi8rrl L Tigard, T~ atin, E - (t / Y i ~J.! % rrY/ VV` ' ; _West Limn eC)Swego TualatinRivergrove 1" I , -E ~Nles - 1r ~ L t - T' k ~ ~ ~ r I gyp' A' r A. Commuter Rail Service The construction and operation of the commuter rail line is the major transit development initiative in Tigard and Tualatin. TriMet, Washington County and its jurisdictional partners are advancing the rail line for opening as early as 2008. The Washington County Commuter Rail Line would travel between Wilsonville and the Beaverton Transit Center, making stops in Downtown Tualatin, the Tigard Transit Center, and Washington Square. Three of the five stations would be served by TriMet bus routes. Planning is underway for bus connections at the Tualatin station. B. Bus and Pedestrian Connections at the Washington Square and Tualatin Commuter Rail Stations Appropriate bus connections with existing lines and pedestrian access improvements would be developed. Shuttle connections would be the responsibility of the area's transportation management association (TMA) or other entities. Bus and pedestrian connections were especially considered when siting the station at Washington Square. Between the two locations considered, a Hall Boulevard site versus a Scholls Ferry Road. site, the Hall Boulevard. site was chosen because of the better pedestrian environment and the convenient bus connections. Some work still needs to be done to improve the pedestrian environment, as the station would still be located opposite the Highway 217 freeway from Washington Square. In addition, pedestrian improvements are planned in downtown Tualatin as part of the commuter rail station location on Boones Ferry Road. 2005 TIP Priority 4: Improve Local Service 43 Buses serving Washington Square will begin using Hall and Greenburg instead of the Washington Square ring road in June, 2005. The preliminary planning and modeling for commuter rail included 5 bus routes and the Tualatin Chamber of Commerce Shuttle serving the Tualatin Commuter Rail Station. TriMet is assessing the feasibility of extending or rerouting Lines 36, 37, 45, 76 and 96 to 1 serve the Tualatin Commuter Rail Station when it opens in 2008. Connecting Sherwood to the commuter rail via Tualatin- Sherwood Road is a long-term goal identified in the RTP. C. Line 38 reroute along Meadows and Bonita Roads Tigard has identified Bonita Road as a priority for transit service. A short distance away from the Tigard Transit Center, Bonita Road is a predominantly low-income area with many apartment complexes. Line 38-Boones Ferry would be rerouted along Bangy and Bonita Roads in order to serve this area and to provide a connection between Tigard and the Kruse Way employment area (pending funding). The line would also be rerouted from Kruse Way to Meadows Road to better serve the employees in the area. Currently served by the Line 38, transit service on SW 72nd Avenue would be provided by f an extension of Line 45 (pending funding) between Tigard Transit Center and Tualatin to connect businesses on SW 72nd Avenue with commuter rail. Line 45 would also divert over to the Sequoia Parkway employment area, better serving the majority of riders in the area. D. Line 76 Frequent Service Beaverton-Tigard-Tualatin, including routing along Hall Boulevard Line 76 Frequent Service is essential to meeting the needs for local transportation in Tigard and Tualatin, resulting in a greater share of riders using the line for localized travel. Line 78 would run between Tigard Transit Center and Lake Oswego Transit Center. A potential extension of Line 78 to Washington Square via Greenberg Road (to replace Line 76 if it is rerouted onto Hall) is being evaluated to enhance local coverage. E. Highway 43 Corridor Transit Alternatives: South Macadam to Lake Oswego A Metro-led study of transit and trail alternatives in this physically constrained travel corridor is underway. Alternatives for this corridor are few and include making use of the 5.6-mile publicly owned Willamette Shore rail line. More information is in Chapter 5. If the streetcar is selected as the primary transit mode in this corridor, TriMet would consider terminating the Line 35 at Lake Oswego, relying on the streetcar to provide service between Lake Oswego and downtown Portland. Service could be reallocated to the remaining portion of Line 35, increasing frequency between Lake Oswego and Oregon City. F. New Downtown Transit Facilities and Park and Ride Studies of a potential redevelopment project involving a new transit center and potentially a new Park & Ride have been completed by the city of Lake Oswego. A process to analyze alternatives and sites for the transit center and Park & Ride has just begun. The alternatives analysis would also look at costs, facility design and the development of a connecting trail to the transit center. G. Frequent Service on Line 35-Macadam Line 35 is a second-tier priority for Frequent Service, programmed for implementation after FY2010. Service would be doubled on weekdays from every 30-mintues to every 15-minutes ' 2005 TIP Priority 4: Improve Local Service 44 and more than doubled on weekends (from hourly to every 15 minutes). Frequent service on Line 35 would be evaluated in conjunction with the streetcar extension. H. Address Low-Performing Line 37-Lake Grove Service on Line 37 was reconfigured in December 2003 to provide more direct routing. Complementing this change, service was improved to run every 45 minutes on Line 37 and every 60 minutes on Line 36. Although ridership on Line 37 has increased by 30%, its 9 rides per vehicle hour are nonetheless well below the system average of 31 rides per vehicle hour. TriMet will continue to track ridership on Line 37 to determine if productivity has improved. 1. Service to Barrows Road As part of the Local Area planning process, TriMet identified the Barrows Road area of Tigard and Beaverton as having the potential to sustain bus service. Four specific routes were assessed for their cost and ability to serve the area. Initial estimates suggest that it would take up to 240 weekly vehicle hours to serve the area and would result in approximately 10 boarding rides per vehicle hour depending on the specific route chosen. In order to provide the service without increasing vehicle hours, TriMet would reroute the Murrayhill portion of the Line 92 South Beaverton Express to the Barrows Rd. area. Other alternatives require new vehicle hours. FY2006 Local Area Planning Process: South Waterfront The South Waterfront is a 130-acre district within Portland's Central City area, bounded by I-5, Moody Avenue, the Willamette River and Montgomery Street (RiverPlace). The last major undeveloped area within the city's core adjacent to the Willamette River is planned to become a neighborhood with up to 10,000 jobs and 3,000 housing units over the next 20 years. Recent developments include the start of work on three condominium towers (totaling 520 residential units) with retail and the first OHSU office tower, which would include the landing platform for the aerial tram that will connect the OHSU campus on Marquam Hill, 0.8 miles away, with this riverside location. The building where the aerial tram would originate on Marquam Hill is already under construction. Road access constraints due to topography and freeways mean that the housing and employment goals could only be met if transit helps move people into and out of the area. As a result, the district established aggressive mode-split targets and policies to encourage , alternative transportation modes. Priorities for South waterfront include: A. Extend Portland Streetcar service to RiverPlace and then Gibbs Street B. Reroute Line 35-Macadam through the area C. Marquam Hill Aerial Tram 2005 TIP Priority 4: Improve Local Service 45 , 1 ~7 t Yv 4~ 3 v } ✓J'''4 L3 t ~ ~ ~ t~:Yl11~.~1. :l R , y +41 1 _ onland South Wat onto. A. Extend Portland Streetcar Service Operation of the new 0.6-mile Portland Streetcar extension from Portland State University to RiverPlace started in March 2005. Two new streetcars were purchased as a result of the extension. TriMet and the City amended the Operations Funding Agreement to provide an additional TriMet contribution of $400,000 annually. The present agreement terminates on July 1, 2006. Construction of a streetcar extension to Gibbs Street is in progress. The basis for the Gibbs Street extension is the South Waterfront Central District Development Agreement between the city and developers. It calls for the city to build the Gibbs extension in conjunction with the Marquam Hill Aerial 'ram and other development within the center of the district. The Gibbs Street extension is expected to open at the end of calendar year 2006 (TriMet FY2007). Moody Street must be reconstructed as part of the project. The extension would also require the purchase of two additional streetcars (beyond those needed for the RiverPlace extension) to maintain present headways with the Gibbs extension. The Gibbs extension is projected to add $600,000 annually to the streetcar operations cost, in addition to the RiverPlace extension. B. Reroute Line 35-Macadam Line 35 (and downtown Portland rush hour trips on Line 36) would be rerouted when Moody and Bond streets are reconstructed to accommodate transit service (projected for 2007). The city would provide transit preferential treatments at the north and south 1 2005 TIP Priority 4: Improve Local Service 46 portals so that the 750 through-passengers in each direction do not encounter significant delays and so that bus operating costs do not increase. Line 35 would turn onto and off of Macadam at Moody Street an , y and then use the Moody/Bond couplet to Montgomery Street. Then it would use the Harrison Connector to access the Portland Mall and to serve Portland State University. , C. Marquam Hill Aerial Tram OHSU and the City of Portland plan to begin operating the Marquam, Hill Aerial Tram in 2007. The Tram would operate on 5 minute intervals during the peak and 10-minute intervals during the off-peak. Tram cabins would accommodate 62 people standing and 8 people sitting. Tram service would operate for 18 hours a day, from 6:00 a.m. to 1200 a.m., everyday with only 5 days off per year for scheduled maintenance. TriMet will continue to run buses directly to Marquam Hill (Lines 8-Jackson Park, 61- Marquam Hill/Beaverton, 64-Marquam Hill/Tigard Transit Center, 65-Marquam Hill/ Barbur, and 66-Marquam Hill/Hollywood Transit Center) instead of South Waterfront because travel times between the two areas are equivalent. Still, service to Marquam Hill is will connect to South Waterfront with the tram. The tram's operation increases both connections and options for people wanting to access Marquam Hill or South Waterfront. East County/Gresham In September 2001, TriMet improved three east-west lines so East Multnomah County has ' the same frequency as most lines on the inner eastside of Portland. As a result, weekly ridership increased 76 percent from 25,574 to 43,154 boarding rides. The number of weekly bus trips serving Gresham increased 157 percent, Troutdale 469 percent and Wood Village/ Fairview by 100 percent since 2000. Line 4-Division became a Frequent Service Line in October 2003, doubling midday and weekend service on this line in East County. Frequent service is now available to the 11,500 residents and 6,500 employees within one-quarter mile of Division Street. Increasing north/south crosstown transit service and improving the pedestrian access to transit stops within the City would build on the ridership successes of the Line 4 Division. Crosstown ridership growth,, particularly on 122nd Avenue, has been significant, indicating that additional crosstown service may be successful. Most east-west streets (NE Halsey, E Burnside, SE Stark, SE Division) now have at least 15-minute weekday and Saturday service, but SE Powell and NE Sandy still require improvements in order to expand the grid of lines. 2005 TIP Priority 4: Improve Local Service 47 , i Service improvements for East County, in priority order, are to provide: A. A new MAX station and public plaza at the Civic Neighborhood transit oriented 1 development (Construction begins in FY2006) ($5.6 million) B. Blue Lake Regional Park summer service on weekends (Summer 2005 startup) C. 15-minute weekday midday service along SE Powell between SE 98th and Gresham Transit Center D. 15-minute weekday service along NE Sandy/223rd between Parkrose and Gresham Transit Centers E. Continuous crosstown service on NE 181st/SE 182nd Avenues between NE Sandy and SE Powell FalrYl@W 1i . I a Troutdale ry ood Village ' :a Portland anaxwoudM tCft AW TC K f r} _ resham n ;-T~ A. Civic Neighborhood MAX station TriMet, Metro and the City of Gresham are soliciting bids for the design and construction of a MAX station at Civic Drive, adjacent to transit-oriented developments constructed or planned there. The total budget for the station and adjoining, plaza to the north is $5.6 million. The mixed-use design could be completed by next Fall 2005 with construction beginning in 2006. The station itself is proposed to be covered, spanning the tracks, and include retail spaces that would spill out onto the plaza. Further development on both sides of the station is planned to occur during near-term phases of the program (guided by the Metro Transit Oriented Development program). The City of Gresham has a Transit- Oriented Tax Exemption incentive that applies to some of the areas in the Gresham Civic Neighborhood. 1 ' 2005 TIP Priority 4: Improve Local Service 48 The 130-acre district located in the heart of Gresham, is anchored by Gresham City Hall on the east and is bisected by MAX. The Civic Neighborhood is a high-density mix of residential, commercial and retail uses in a design that features quality of life amenities. The street plan, size of blocks, wide, landscaped sidewalks, and bike paths all enhance out- of-car mobility within the new neighborhood, with adjacent neighborhoods, and with the historic downtown. Gresham Station North would consist of approximately 250,000 sq. ft. of ' Class A office space, including an Adventist Health Center and Surgi-center, fitness facility, and the Center for Advanced Learning, a high school for 750 gifted students offering advanced educational opportunities in the arts and sciences. In addition, over 1,400 residential units and many shops and restaurants are planned. Upon completion Gresham Station North would be the largest mixed-use project in the state with over 400,000 sq. ft. of retail, 1,600 homes, and 250,000 sq. ft. of office space. B. Blue Lake Regional Park Summer Service Long identified as a priority for local service in East County, TriMet would launch a pilot project for weekend service to Blue Lake Park in Summer 2005. Modeled after the successful Washington Park Shuttle, this service would connect to the MAX Blue Line and other bus lines every 30 minutes. Two buses would run from 1000 a.m. to 7:00 p.m. with late service for the Memorial Day, Fourth of July, and Labor Day holidays. The route would follow the Line 12 Sandy route up 223rd to Blue Lake Park, making all stops along the way. With over 59,000 people visiting the park in July 2004, TriMet expects the service to attract 15-20 boarding rides per vehicle hour. C. SE Powell Boulevard (Line 9-Powell) , Powell Boulevard, an east/west arterial that provides primary access to the Gresham Regional Center, is at various stages of build out and needs to be upgraded to meet basic standards. Some sections are missing sidewalks, not all intersections function well, transit service and bus stops need improvement. Gresham plans an $11.5 million project between 2005 and 2008 to redesign and reconstruct Powell Boulevard from 174th to Burnside. This four-mile corridor project would standardize the road and add amenities to the downtown section, such as a raised landscaped median, historic street lighting, and wide sidewalks. TriMet is working with the city to optimize the location of bus stops and to integrate bus stop improvements with the new streetscape. Improving weekday service frequency on Line 9-Powell would make the service more consistent because all buses during non rush hours would run all the way to the Gresham Transit Center. Frequent Service along SE Powell now ends at SE 98th Ave., near the I-205 freeway. D. NE Sandy Blvd./223rd (Line 12-Sandy) Mayors of several East County cities noted in 2001 that improving service along NE Sandy Boulevard and 223rd Avenue as a priority. The pedestrian environment along these streets should be evaluated for potential improvements that would make the most out of any service investments. In September 2001 TriMet doubled service along Sandy and 223rd. The resulting ridership increased 400 percent, from 1,477 to 7,396 weekly boarding rides. Major employers along the route include American Honda, Boeing, Boyd Coffee Company, LSI Logic and Gresham City Hall. These service and ridership increases were not matched with right-of-way improvements to improve pedestrian access or transit flow. Future 2005 TIP Priority 4: Improve Local Service 49 service improvements should be part of a package of improvements to the Total Transit System. E. NE 181st/SE 182nd Avenue Frequent Service (Line 82) A new crosstown line on 181st/182nd Avenue between Powell and Sandy is a Frequent Service corridor in the TIP. The proposed improvement increases access to the Rockwood Town Center urban renewal area, employment areas in part of the Columbia Corridor, and high-density residential areas. There are 11,000 residents and 7,000 jobs within walking distance of the proposed line. Major employers include US Bank, Albertson's, and Safeway. To make the new service on 181st/182nd Avenue work, pedestrian projects and land-use changes are needed to enhance the pedestrian safety and friendliness of the streets. TriMet would undertake the service improvements in conjunction with improvements to the right- of-way by the city of Gresham. The proposed service along 181st is similar to service along Main Streets in the 2040 plan. At present, 181st/182nd intersects with seven east-west bus lines and the MAX Blue Line. However, only three of these lines (including MAX) have 15-minute base service. To make the 181st/182nd Avenue service attract the most ridership, it would also be necessary to improve service on SE Powell, and NE Sandy. TriMet has begun discussion with the City of Gresham on how Rockwood Urban Renewal resources could be leveraged to improve the bus and MAX environment in this community. Suggestions call for design upgrades to the E 181st Avenue and Rockwood Transit Center MAX stops and to the transit center itself. Improvements could lead or be in conjunction with private development on the adjacent vacant properties. An interim change to provide continuous 30-minute service between SE Powell and NE Sandy was evaluated in 2004. The plan included reallocation of the low ridership Line 82 service south of Powell Blvd. During Summer 2004, TriMet engaged the South Gresham community about shifting service from Line 82 Eastman Parkway/182nd Ave. to increase frequency on Line 87 181st/182nd Ave., connecting South Gresham to the Southshore Corporate Park and the (Airport) MAX Red Line at Parkrose/Sumner TC. During the process the community expressed a desire to keep the service in South Gresham in order to serve transit dependent riders in that area. Consequently, the service has remained unchanged. Lastly, TriMet staff is participating in the master planning process for the Springwater Corridor industrial area in southeast Gresham. The process would help determine the long-term need for service in the corridor. The Springwater Corridor industrial area is expected to contain thousands of jobs and abuts the emerging town of Damascus. Hillsboro Hillsboro is a high growth area particularly for jobs. While employment is beginning to 4 return to pre-recession levels, Hillsboro's population is estimated to have increased by 11 percent between 2000 and 2003. Some of the state's largest employers are in Hillsboro. There is interest in improving transit options to respond to this growth. Forty-one percent r 2005 TIP Priority 4: Improve Local Service 50 of passengers from Hillsboro use transit for intra-Hillsboro trips, 35 percent for trips to Portland and 14 percent for trips to Beaverton. Approximately 69 percent of Hillsboro residents and 84 percent of employees are within a quarter mile of a transit stop. Frequent Service was implemented on Line 57 TV Hwy/Forest Grove in October 2004. Ridership on Line 57 increased by 7% after only three months of Frequent Service operations. As part of the Frequent Service upgrade on TV Highway, TriMet, ODOT, Beaverton, Hillsboro, Cornelius, Forest Grove, & Washington County are investing over $600,000 in sidewalk, shelter, and lighting improvements along the highway. Preliminary design of the improvements is currently being conducted and construction will begin in FY2006. Potential improvements include expanding service for employers, more north/south service, and improved frequency along Cornell and Baseline Roads, and 185th Avenue on weekends. Priorities for Hillsboro are to provide: A. New crosstown service along 231st between TV Highway and US 26 B. More frequent weekend service on Line 52-Farmington/185th C. A review of low-performing Line 46-North Hillsboro ✓ P land' - _ !Hillsboro \ I3£ a n 1 r r' .cn s Mlh w rc. - 1r + l 7 r- _ y ) Beaverton ..L COW. Hillsboro - O K 0 os Mi. 2005 TIP Priority 4: Improve Local Service 51 r ' A. New crosstown service along 231st More frequent north/south service is a priority to connect with east/west service and would serve Hillsboro's employment areas and neighborhoods. Hillsboro would need to develop road connections and pedestrian improvements to facilitate north/south service. The only continuous north/south arterial is Cornelius Pass Road, but that road does not have a rail station, so it is not a good candidate for new service. The proposed 231st Avenue corridor between US 26 and TV Highway appears to offer the most potential. B. More frequent weekend service on Line 52-Farmington/185th Line 52 has high ridership potential for improved Saturday service so that buses would run every 15 minutes instead of every 30 minutes. C. Address low-performing Line 46-North Hillsboro Line 46 has been a low-performing line since service started in 1998. Options to improve ridership and to find alternatives for transit dependent riders would be evaluated. North Clackamas r The North Clackamas Local area includes Regional Centers at Clackamas Town Center and Oregon City as well as the Milwaukie, Gladstone, Happy Valley, Pleasant Valley and Damascus Town Centers, which was recently included in the urban growth boundary. The I-205 MAX Light Rail line will terminate the Clackamas Town Center Transit Center. In addition to the MAX project, priorities for North Clackamas are to provide: A. Clackamas Transit Center layover adjustments B. A review of low-performing Line 157-Happy Valley C. A new park and ride in Milwaukie r D. Continuation of service between Clackamas Town Center and Estacada E. Frequent Service between Milwaukie, Clackamas Town Center and Sunnyside Road F. Frequent Service between Clackamas Town Center and Oregon City Transit Center G. Extended Frequent Service on Line 33-McLoughlin to Clackamas Community College H. Improved night service on Line 33-McLoughlin. r r r r 2005 TIP Priority 4: Improve Local Service 52 r . i and y(, t~ T4 r ~ axkrs..~~ ~ r , C qty +wwaw~~u GiaAsco a f- . G_-:v~~ Tic ~ 't• " ~ J~;~ ' C s ~✓,l 7 '1~~ ckamas c f/ .r 1, Na ns ~i:rtc~ i 53 Local Service priority 4'. Improve 2005 TIP A. Clackamas Transit Center layover adjustments Extensive renovation of the Clackamas Town Center property will include a relocation of the Clackamas Transit Center. During this time a temporary transit center will be constructed on the north side of the Town Center, in close proximity to the current facility. The layover location for buses, however, will move to a separate location east of the Town Center, requiring additional run-time for nearly all buses serving the transit center. The layover location will likely move again when construction on the I-205 MAX Green Line begins in January 2007. Though the bus stop on the north side of the Town Center will remain after rail construction is complete, the new transit center will be located east of the Town Center where it will serve TriMet customers riding both MAX and fixed route bus service. Table 7.2 Clackamas Town Center Transit Center Reconstruction Milestone Description September 2005 Construction of temporary Transit Center and temporary la over begins. March 2006 Temporary transit center construction complete. Existing transit center closed. Begin using temporary layover. Construction begins on the permanent Clackamas Town January 2007 Center bus stop (adjacent to the new theatre). Construction of Green Line/Clackamas Transit Center begins. The temporary layover location moves south. April 2007 Permanent Clackamas Town Center bus stop complete. September 2009 Green Line/Clackamas Transit Center opens B. Address low-performing Line 157-Happy Valley ' Line 157 north of Sunnyside Road is the lowest performing route segment in the system, attracting five boarding rides per vehicle hour. With the improved service planned for Sunnyside road, it is proposed to reallocate service from Line 157 to provide more frequency along Sunnyside Road, which has much higher ridership potential. C. New Milwaukie Park & Ride TriMet has purchased the Southgate Movie Theater site on SE McLoughlin Boulevard, once a very popular shared use Park & Ride. With the loss of that shared use arrangement, the SE McLoughlin corridor lost the only major Park & Ride facility. TriMet will make site improvements necessary to reopen a 376-space Park & Ride facility at this location at the intersection of McLoughlin Boulevard and Milport Road. Design will be complete in spring 2005 with construction in the summer and opening by winder 2006. The Milwaukie community has for many years expressed a desire to move downtown Milwaukie's on-street transit center to a new location. The former Southgate Theater site was adopted for this purpose in the South Corridor Locally Preferred Alternative (LPA), but not without some questions to be separately resolved. In 2004 a citizens Working Group was created, supported by TriMet and jurisdiction staff, that recommended an alternate 1 2005 TIP Priority 4: Improve Local Service 54 J location south of the downtown between Kellogg Creek and SE McLoughlin Boulevard. That recommendation was supported by the Milwaukie Planning Commission and City Council, but not without significant community-wide debate. Open space and visual , impacts of the built-out transit center, with Park & Ride facility, were cited as the principal concerns. A transit center at either location would be matched with a proposal for new downtown bus stops on Main Street that would conform to the City's downtown streetscape I standards and coordinate with adjacent redevelopment plans. While the timing, sequence and funding considerations are still under discussion, it is possible that the environmental work required for relocation of the transit center will be incorporated into the larger environmental study for Phase 2 of the South Corridor light rail project. D. Continue service between Clackamas Town Center and Estacada The reconfiguration of service on Line 31 would improve frequency and connectivity. Service to Estacada would end at Clackamas town center with transfers to I-205 MAX for trips to the Central City and to Line 31 for trips to Milwaukie. Service span and frequencies would be comparable to those presently provided. E. Frequent Service between Milwaukie -Clackamas Town Center-Sunnyside Road Frequent service between Milwaukie Transit Center and Clackamas Town Center through to Kaiser Sunnyside Hospital is a high priority. The TIP programs Frequent Service between the two centers in FY 2009. Line 31 service would be reconfigured when I-205 MAX service starts: trips to downtown Portland (limited and express) would be discontinued, and the portion of the line between Clackamas Town Center and Estacada would run as a separate line (see item F below). Service could be extended east on Sunnyside Road to 152nd (replacing local service on Lines 155-157) and eventually on to the Damascus Town Center as development in that area progresses. This route would be a crosstown line connecting with Frequent Service lines 33- McLoughlin, 75-Lombard/39th Avenue, 72-Killingsworth/82nd Avenue, 79-Clackamas Town Center (proposed Frequent Service) and I-205 MAX. F. Frequent Service between Clackamas Town Center and Oregon City Line 79 would be improved to provide Frequent Service connecting the two Regional Centers and to serve Johnson City and Gladstone. Ridership has responded well to the service increase on Line 79 that was made in September 1999. Line 79 improvements are programmed for after FY 2010. G. Extend Frequent Service on Line 33-McLoughlin to Clackamas Community College An extension of Frequent Service on Line 33-McLoughlin to Clackamas Community College, via Molalla Avenue, is programmed for FY 2010. As part of this change, service on Line 33 in Gladstone would be streamlined to stay on McLoughlin Boulevard and service on Line 32 and present Line 33 on the Oregon City hilltop would be reconfigured into a local ' circulator. H. Improved night service on Line 33-McLoughlin Frequent service on Line 33 ends after the evening rush hour on weekdays and earlier on weekends. This improvement would continue 15-minute service until 1030 pm, seven days a week. 2005 TIP Priority 4: Improve Local Service 55 The South Corridor Project Locally Preferred Alternative Report also called for implementing limited Bus Rapid Transit (BRT) improvements and Park & Rides incrementally in accordance with priorities in TriMet's Transit Investment Plan. Those improvements are to begin to take place concurrent with the Phase 1 South Corridor Project, with further improvements to be aligned with the Phase 2 development of light rail to Milwaukie. The above Line 33 improvements and the construction of a Milwaukie Park & Ride are important elements of that LPA commitment. TriMet will continue to work with Milwaukie, Oregon City, Gladstone and Clackamas County to identify and support other capital improvements that can build service in this corridor, consistent with the South Corridor work program. ' Conceptual planning as part of the South Corridor Study identified some alternative local service improvements on SE Johnson Creek Boulevard and SE Thiessen Road. Those improvements were not adopted as part of the South Corridor project and would require further study before their implementation could be considered in the period of time leading to the introduction I-205 light rail. Resources for the operation of such new service would have to be identified and may require the deferral of such new service beyond this 5-year horizon. 2005 TIP Priority 4- Improve Local Service 56 Past Local Area Plans North/Northeast Portland As part of the Interstate MAX Yellow Line project, TriMet, the City of Portland, the Portland Development Commission and community stakeholders developed and implemented a Local Area Plan for the North/Northeast Portland area. The plan increased the amount of bus service available in the area and made it easier for pedestrians, particularly seniors and people with disabilities, to access the bus and train. Table 7.3 details the improvements made in North/Northeast Portland. Table 7.3 Summary of Local Area Improvements in North/Northeast Portland, 2004 Improvements Bus ' Routes/Projects Bus Lines with Frequency Upgrades 2 (75-Lombard/39th Ave, 85-Swan Island) Bus Lines with Route Changes 4 (6-Martin Luther King Blvd., 8-NE 15th Ave, 16-Front Ave/St. Johns, 33-Fremont) Bus Lines with Increased Service Span 5 (4 Fessenden, 6 -Martin Luther King Blvd, 8-NE 15th Ave, 72- Killingsworth/82nd Ave, 40-Mocks Crest) ' Bus Shelters 28 Information Displays at Stops 44 Signal Priority 58 Directional Signage 64 , Curb Ramps 335 Sidewalk Improvements 4 Crossing Improvements 2 In addition to the above improvements, TriMet partnered with Ride Connection, the African American Chamber of Commerce, the Urban League and several businesses to run the North/Northeast RideAbout for seniors and people with disabilities. The NINE RideAbout provides free door-to-door shopping, medical, nutritional and recreational shuttle service to seniors and people with disabilities living in the area on weekdays. 2005 TIP Priority 4: Improve Local Service 57 7. Transportation Access Transportation is vital to fully participate in all aspects of society. Transportation is needed to attend school, get to jobs, access health care, or participate in social, recreational or civic activities. When people can't afford a car, public transportation is necessary to ensure that everyone in a community has access to all the activities offered in society. Those people in our community that are most likely to be transit dependent are economically disadvantaged populations. Transportation equity issues arise when transportation benefits accrue to the wealthier and more educated segment of society, while transportation burdens fall disproportionately on people of color and individuals at the lower end of the socioeconomic spectrum. Transit Equity TriMet wants to ensure the allocation of service and amenities is fair and equitable throughout the system. TriMet is committed to providing high quality service to low- income and minority communities. Transit Equity is a consideration in decisions about the following: • Transit service to low-income neighborhoods and communities of color • Placement of bus stops and shelters • Allocation of new low-floor buses • Service for non-English speaking populations TriMet has traditionally planned transit service and on street amenities to achieve the highest ridership potential, without regard to income, race or neighborhood. To determine how service lines up with transit equity goals, TriMet used the latest data from the US Census to look at where minority and low-income populations are located in the District. (See map) TriMet then analyzed its service in relation to minority and low-income neighborhoods. The majority of the Frequent Service lines are in North, Northeast and Southeast Portland, providing high quality service to transit dependent and low-income populations. Additionally, these routes are designed for a variety of trip purposes, locations and times, including commuting, medical appointments, special events and school. In 2003, TriMet adopted new criteria to govern how Frequent Service will be expanded. The most important factor in the criteria is ridership, but one of the new factors is the density of the transit dependent population. To determine transit dependency TriMet looks at areas with high proportion of low-income residents, seniors, or persons with disabilities. Service for Non-English Speaking Populations Non-English speaking populations are growing in the Portland area and many have found the convenience of riding the bus or light rail to be a good alternative to their vehicle. Others simply cannot afford the costs associated with owning and maintaining a vehicle and are dependent on public transportation as their primary mode of access to work, school 2005 TIP 7. Transportation Access 58 ,i or recreation. Exceptional services to the growing non-English speaking populations are important to attract and sustain riders. TriMet provides many of its informational materials in multiple languages. Guidebooks are ' printed in six languages other than English, rider alerts and fact sheets are often printed in English and Spanish, and TriMet's website has basic information available in six languages, and the 503-238-RIDE accommodates for multiple languages. Ticket Machines have a Spanish option and audio messages on MAX are in Spanish and English. Because bus stop and shelter improvements are focused on Frequent Service lines, Transit Equity objectives will be met by the criteria already applied to those lines. Job Access and Reverse Commute The Job Access Program is a federally funded grant program that connects low-income people and those receiving Temporary Assistance to Needy Families (TANF) with employment areas and related support services. The program: • Improves access to employment areas that provide entry-level work opportunities • Improves transportation options to low-income people so they can obtain entry-level employment • Provides social service providers and their clients with information and resources directly related to their transportation needs • Develops educational and informational materials for TANF and low-income clients Funding for the Job Access Reverse Commute program was established as part of the Transportation Equity Act for the 21st Century (TEA-21). TriMet applied for Job Access grant funds in 1998 and has since been the regional applicant, recipient, and administrator of grant funds. The Federal share of this regional program in its first year totaled $1 million. In 2003 TriMet received over $2 million in grant funds to administer 20 regional programs designed to help people find and retain work. , Approximately 75 percent of grant funds are contracted, or passed through, to regional sub- recipients. An example of the regional programs and services funded by the grant include the following: • Ride Connection Rural Washington County Commute, Non Commute, and Travel Training Services • South Metro Area Rapid Transit (SMART) service to the growing employment base in Wilsonville • Community Cycling Center Create a Commuter Program • Swan Island Evening Shuttle • Mount Hood Community College Steps to Success East-Northeast Shuttle I, 2005 TIP 7. Transportation Access 59 ' TriMet has used this program to improve conditions at bus stops, by providing new shelters and schedule information. In FY2005 the program will improve bus stops and provide sidewalks along TV Highway in Washington County to provide access to Frequent Service on Line 57-TV Highway/Forest Grove; improve bus stops at NE Albina and Killingsworth; and improve pedestrian access to Interstate MAX in the grant-targeted area of North Portland. 2005 TIP 7. Transportation Access 60 most IN0 fill IN0 fill loom loll fill lisp loss loll loll 110M fill Isms OMNI Now on t yl- i, Percent Below Pove?ty : v flp r ' _ ffi i Tar d y n d tl~+ .r FR Eel P,ft;s~v, e: sa:i; tact;: Ra:, !s-a'Sir# 4eo°o'ies= Dast$att 4_ ;-*_~-,--~-•--F-,....~ ~ ~'.~.tY,r'~r,; _ YS 2 Environmental Justice i TriMet seeks to ensure that its operations do not have a disproportionate impact on air quality within the region. TriMet's deployment of new low-floor buses helps to achieve this goal. The new buses provide easier boarding and are equipped with air conditioning. Another big advantage of the new buses is that because of advanced pollution control equipment the emissions from the bus are substantially less than emissions from TriMet's older vehicles, some of which are sixteen years old. i Because TriMet can control where these new buses are placed, an environmental justice consideration can be related to air pollution. Too often, low-income neighborhoods are on the receiving end of environmental hazards and pollutants. TriMet now looks at the on- road emissions data collected by state and federal environmental agencies to map high existing levels of diesel emissions. TriMet uses the data to determine which routes new buses should serve. By placing new buses on routes that already have high levels of vehicle emissions, TriMet will not further contribute to air pollution in those neighborhoods. By applying the criteria, the new buses purchased in FY2004 were placed on the Line 17 in Northwest Portland where heavy truck traffic was already contributing to poor air quality along NW St. Helens Road. Accessible Transportation Mobility is an important quality-of-life issue for seniors and individuals with disabilities. Transportation provides independence, community connections, and access to life- sustaining activities. Seniors and persons with disabilities in the tri-county area currently represent about 17 percent of the total population. By the year 2010, this number is expected to increase to 20 percent with the most significant increase coming from the generation of "Baby Boomers" who will begin turning 60 years of age in 2005. TriMet Fixed Route TriMet has an extensive fixed route network (TriMet's vehicle hours per capital are 56% higher than the average for its peer group) and is in a good position to provide more rides on fixed routes in the future to the Elderly and Disabled community. Low-floor boarding, stop announcements and helpful staff make fixed route service accessible to more people. TriMet Complementary Paratransit LIFT services are door-to-door paratransit provided to people who, because of their disability cannot use or access fixed route transit. Services are provided to all areas of the TriMet district from 4AM to 2PM, based on the span of the longest fixed route service day (MAX service). There are 1 million annual boardings on TriMet LIFT service and an average cost of $22 per boarding ride. Ridership growth has been about 7.5% per year. LIFT has more than 10,000 registered customers and provides about 3,000 rides each weekday or about 920,000 rides annually. About sixty-eight percent of the costs for the LIFT program come from TriMet's general fund. 2005 TIP 7. Transportation Access 62 The Medical Transportation Program (MTP) dispatches Medicaid eligible rides to the lowest cost, most appropriate providers through an intergovernmental agreement with the State of Oregon. These rides may be on fixed-route, or on a medically needed alternative such as a LIFT bus, taxi, or ambulance depending on the needs of the individual. The costs for MTP are.fully funded through the State of Oregon Medical Assistance Program. MTP serves more than 2,000 clients each weekday. Tri-County Elderly/Disabled Transportation Plan In response to the combined pressures of increasing ridership demand, customer demands for service quality improvements and limited funding, TriMet, the three counties, consumer groups in the region are working together to improve transportation services to people who are elderly and disabled. The Tri-County Elderly and Disabled Transportation Plan (EDTP) is a result of this collaboration. This plan created the blueprint for improved Elderly and Disabled transportation services. In the EDTP, the region recommended a service delivery strategy that included a higher level of transportation services for the elderly and disabilities community are available in areas where the concentration of the E and D population is the greatest. In this strategy, urban areas, regional centers within urban areas, small communities and rural areas would receive different levels of service. The region's goal is to improve mobility for persons with disabilities through cost-efficient, innovative services, targeted fixed route service improvements, customer education, the involvement of the community and coordination between service providers and social service agencies. The approach being taken emphasizes three fundamentals: • An Improved Fixed Route Foundation • Innovative Service Options • Coordination and Involvement of the Community Improved Fixed Route Foundation for People with Disabilities. Goal: Make fixed route services friendlier and more accessible to elderly and disabled customers. Build the Total Transit System-enhance customer information, access to transit, stop amenities, frequency, reliability, passenger comfort, safety and security. Building the total transit system is the top goal in TriMet's Transit Investment Plan. Disability Awareness and Sensitivity Training for Fixed Route Operators. In response to 1 LIFT customer focus groups, all TriMet fixed route operators receive this training. i 2005 TIP 7. Transportation Access 63 RideWise Services RideWise provides a continuum of travel training services to elderly and people with disabilities including: • Intake and referral to community and public transportation services • Personal transportation planning to help elderly and people with disabilities to choose the service that works best for them for a particular trip, whether it is fixed route, LIFT or a community based service • Fixed route travel training • Train the travel trainer program • Consumer education and outreach to introduce seniors and people with disabilities ' to the benefits of using fixed route transit • Fixed route familiarization • One-on-one orientation to fixed route • Specialized one-on-one travel training • Peer trainer program (Ride Ambassador) RideWise can be a key to matching riders with the best, most cost-effective transportation option. Ultimately, the RideWise number will become the single number elderly and people with disabilities call for information about all the transportation services in the area. RideWise is a partnership of Ride Connection and TriMet. Customer Service Monitoring TriMet contracted with Elders in Action (EIA) to provide an elder-friendly, disabilities- friendly assessment of TriMet's fixed route services. Elders in Action assessed the total transit experience of elderly and disabled bus and MAX customers in North/Northeast Portland including evaluation of access by phone, physical access to the stop and to the vehicle, bus stop conditions (cleanliness, lighting, schedule readability [if there], shelter condition [if there], etc.), the layout of the bus, customer service on the bus, and the ease of use of the bus. Findings were presented to TriMet management July 2004. In summary, Elders In Action found that whether a route is Elder - Disabilities friendly depends largely on the bus operator. To improve performance, TriMet is and Elders in Action have developed an Elder Friendly Operator reward program. Both the Customer Service Monitoring and Feedback and the Mobility Support Services projects will provide input to management on actions needed to remove environmental barriers. In addition, TriMet budgets funds each year for accessible bus stops. 2005 TIP 7. Transportation Access 64 Innovative Service Options Goal: Improve services at lower cost than door-to-door service by delivering services differently, coordination of services provided by different providers and involvement of the , community. Our observations tell us that we have to provide more choices than LIFT and fixed route to people with disabilities in order to reduce the demand on LIFT: Many trips that are taken on LIFT, such as short, local neighborhood trips, would be impractical or impossible on fixed route. People who are mobile can walk to make fixed route work for them, thus avoiding difficult transfers or long wait times. A frail elderly person, for example, does not have that opportunity. ' Elderly customers of community based services seem to prefer to reserve rides days in advance if they can be guaranteed a consistent or shorter arrival time (not possible on LIFT) to the next day service LIFT offers. In order to have an impact on cost, the service has to be provided so that rides are grouped, the service is attractive enough to draw rides from LIFT and duplication is avoided (Ride Connection, TriMet, OMAP, other). The N/NE RideAbout is a free community shuttle for seniors and people with disabilities , serving the neighborhoods around the Urban League's Adult and Senior Services Center on MLK Blvd. This shuttle is an innovative and collaborative effort between the African ' American Chamber of Commerce, The Urban League, Metropolitan Family Services/Project Linkage, The American Red Cross, Ride Connection and TriMet. The RideAbout shuttle will provide transportation to shopping, to medical and business appointments, to meal sites and senior centers. The service is provided without cost, but donations are appreciated. Service began May 3, 2004 and provided 1,482 rides in September, many of them former , LIFT riders. Rides per hour are 4-double the number of LIFT rides per hour. Staff is planning further outreach and schedule changes to make the service more convenient and , increase ridership. The ride per hour goal is 7. The Hillsboro RideAbout is a partnership of Ride Connection, TriMet, Washington County. Service has been delayed due to TriMet's financial condition. Additional funding will be sought for this service. Ride Connection's private non-profit providers offer shopper shuttles, medical transportation services and community transportation services that, if coordinated with TriMet LIFT and fixed route service and enhanced with additional funding, could provide additional community based services. TriMet hopes to use TEA-LU New Freedom funds to provide additional shopper and community based services in partnership with Ride Connection and its providers for current LIFT and fixed route riders as well as new riders. i 2005 TIP 7. Transportation Access 65 Coordination In this area, there are many providers of door-to-door services: ' • LIFT Services • OMAP Services • Ride Connection services provided by 30 transportation providers • Social service agencies, non-profit organizations not under Ride Connection • Transit districts in Sandy, Molalla, Wilsonville and Canby All with separate vehicle fleets, separate services, separate dispatch and administration, but often the same client base and several providers providing transportation to the same site. Coordination goals are: • Work with providers of transit service and social service agencies to mutually optimize transportation and other services • Work with transportation providers and organizations that work with people with disabilities to develop a continuum of cost effective transportation services to meet a range of needs for people with disabilities. • Optimize use of vehicles • Get organizations in the community to work with us as transit coordinators, trip planners, community transportation resource specialists Special Transportation Fund (STF) Program Most Ride Connection services are funded by the state Special Transportation Fund Program. The STF program supports about 10% of LIFT program operating and capital costs and supports between 20% and 60% of the costs of elderly and disabled transportation at the four small transit districts. The STF Program is a grant program that is intended to provide a flexible, coordinated, reliable and continuing source of revenue in support of transportation service for the Elderly and People with Disabilities. STF moneys may be used for: • Maintenance of existing transportation programs and services for the Elderly and People with Disabilities • Service expansion • Creation of new programs and services • Planning for and development of, access to transportation for Elderly and People with Disabilities who are not currently served The Oregon Department of Transportation (ODOT) distributes the funds. The STF Agency (TriMet for the tri-county area) administers the program and coordinates the grant process. A Special Transportation Fund Advisory Committee (STFAC) recommends projects for funding to the TriMet Board. STF funds have played an important role in the expansion of community-based services for elderly and people with disabilities the last five years. 2005 TIP 7. Transportation Access 66 STF formula funds have permitted areas that are un-served by transit districts to provide transportation to people who don't have service. STF formula funds have permitted non-profit transportation providers to hire paid drivers, , improving the reliability of the service over-that which can be provided with volunteers. STF formula funds have increased ridership on the Ride Connection network by 49 percent, from 198,000 rides a year in 2000 to 295,500 in 2004 (97,000). That is a remarkable accomplishment for a fairly small network. By comparison, during the same period, LIFT ' ridership increased 30% or 223,000 rides a year. STF formula funds have permitted the out-of-district transit agencies to add routes and ' better serve elderly and people with disabilities. Recently, ODOT adopted new STF Program rules. The rules require STF Agencies to develop a three-year STF Plan in consultation with the STFAC. The purpose of the STF Plan is to set out the long-term vision for public transportation in the STF Agency's service area, and guide investment of STF moneys to maximize benefit to the Elderly and People with Disabilities within that area. The STF Plan must cover at least a three-year period and include the following information: Inventory of transportation services and capital resources currently available for the elderly and people with disabilities, without regard to how they are funded Identify current and forecast county population and demographics Inventory of current and future needs for elderly and disabled transportation services and programs. The inventory may include and is not limited to, changes in employment opportunities, housing, access to medical services, special services affecting access to public transportation services for elderly and people with disabilities Identifies opportunities to coordinate transportation services within the county, district and with other agencies and areas to improve efficiency and effectiveness of service. With the help of funds from the STF program and other sources, service providers have made progress implementing the Elderly and Disabled Transportation Plan. RideWise, the North/Northeast RideAbout, Elders in Action Customer Service Monitoring, increases in LIFT and Ride Connection programs all have met the goals of the EDTP. i 2005 TIP 7. Transportation Access 67 , 8. TriMet Finances TriMet receives its funding from a variety of sources. Large projects, like construction of MAX Light Rail, are funded through a combination of local and federal dollars. Operating expenses are paid for from several sources, primarily fares and a tax on payrolls. Although the region's economy is now recovering from the recent recession, TriMet, like all other public agencies, has been faced with difficult decisions because of the economic ' conditions over the past few years. Jobs in the region decreased by approximately 53,000 (6.5 percent) between January 2001 and January 2004. Loss of jobs has a direct impact on TriMet's primary source of operating revenue, a tax on gross payrolls. In spite of the reduction in revenue, TriMet has been able to make strategic cuts and productivity improvements to maintain and grow the Total Transit System. Productivity Improvement Process The Productivity Improvement Process, or PIP, began in December 1999. The PIP engages frontline employees in identifying and solving problems. Once a problem or opportunity for improvement has been identified, a team is formed and the idea is taken to the top leadership for approval and support. By going directly to top management, bypassing layers of management, good ideas can be implemented quickly. Since PIP began, dozens of new ideas have been implemented, including: • Eliminating low-performing bus lines and redirecting service hours to lines with more ridership added 295 vehicle hours of bus service each week to lines that provide service to many more people without additional costs. • Maintenance workers streamlined and bundled bus repairs, which allowed fewer buses to be held out of service for this work. Repair bundling reduces the vehicle spare ratio from 20 percent to 18 percent, puts more service on the street with existing vehicles and operators, and reduces the number of new bus purchases in the future. TriMet saved $3.5 million by avoiding the purchase of 12 buses. • Changing bus idling practices saves 175,000 gallons of diesel fuel and $150,000 annually. • A switch from incandescent lights to light emitting diodes on MAX trains and using more energy efficient lighting along the trackway will save $150,000 a year in labor hours and material costs. 0 Changing landscaping practices to naturescaping will cut down on water, fertilizer and pesticides. 2005 TIP 8. TriMet Finances 68 In fiscal years 2001-2005, TriMet eliminated $15.9 million from the operating budget through strategic cuts and PIP efficiencies. An additional $15.8 million was saved from the capital budget by reducing bus purchases. , Five years into the Productivity Improvement Process, front line employees continue to identify productivity improvements to save the agency money. Lighting retrofits budgeted for FY2006 will save TriMet $145,000 a year in utilities costs, paying back the installation costs within two years. Savings from a Bus Maintenance engine overhaul program will pay for the $394,000 project within two years, and continue to generate savings in the future. , Both LIFT and Fixed Route Scheduling software have generated significant savings without adversely affecting customer service and have the potential to generate significantly more savings. Revenues ' Figure 9.1 FY2004 Revenues ATP-Cigarette Tax, , Interest $1,622,000 (0.6%) Agency Contracts $3,775,000 (1.4%) Grants & Capital Reimbursement $43,885,000 (15.8%) Passenger Revenue $55,664,000 (20.0%) State In-Lieu Tax $1,869,000 (0.7%) Self Employed Tax Other Operating $7,541,000 (2.7%) Revenue $17,482,000 (6.3%) Employer/Municipal Payroll Tax $146,125,000 (52.6%) Total Revenues = $277,963,000' 1) Does not include light rail capital, pass through expenses, or funding exchange revenues or expenditures. ' 2005 TIP 8. TriMet Finances 69 Payroll Tax TriMet levies a 0.6318 percent tax on the gross payrolls of private businesses and ' municipalities within its district. The payroll tax is TriMet's largest source of continuing revenue, accounting for 53 percent of operating revenues in FY2003. It is levied on the gross payroll of the region's employers. Self-employed individuals pay a similar tax on net income from self-employment. Regional employment began to increase March 2004. As a result, TriMet's revenue outlook has begun to improve. After two years of declines and one year without growth, payroll tax revenues increased 5.8% in the first half of FY2005, higher than the projected 4% growth rate. Beginning on January 1, 2005, the payroll tax rate for employers and self-employed individuals began the adopted increase of .0001 percent each January 1 for ten years. Revenues from the payroll tax increase will support new services and capital for service increases, such as TriMet's contribution to the South Corridor I-205 / Portland Mall Light Rail Project local match, the option order light rail vehicles, Washington County Commuter Rail operations, bus services, I-205 light rail operations, LIFT services, and the cost of extending Streetcar operations to Riverplace and Gibbs Street. The payroll tax rate increased from .6218% to .6318% in January 2005. TriMet expects to see the first results of the rate increase in the fourth quarter of FY2005. Passenger Fares Passenger fares are TriMet's second largest continuing revenue source. In FY2004, passenger revenues totaled $55.6 million, 20 percent of operating revenue. TriMet's fare recovery ratio (the percentage of operations costs minus capital and debt service covered by fares) was 23 percent in FY2004. TriMet reviews fares annually as part of its budget process and increases fares regularly to keep pace with inflation, to meet revenue goals, and occasionally, to fund special service improvements. Federal Funding TriMet receives a variety of federal revenues as shown in Table 9.1. TriMet receives about $30 million a year in formula assistance from the federal transit program. In addition, federal resources are available for capital projects on a discretionary, competitive basis. For example, the construction of MAX Blue Line and Interstate MAX Yellow Line was accomplished with federal funds matched by local revenues. TriMet has received cash or pledges of $1.2 billion in federal discretionary funds for MAX Blue Line and MAX Yellow Line. 2005 TIP 8. TriMet Finances 70 Table 9.1 Federal Transit Grants Administered b TriMet Forecast / Requested Operating Mpport , Regional Travel Options 558,00 575,00 558,000 575,00 592,250 610,01 Region 2040 / Transportation Management Associations C. C 0 0 0 0 Section 5307 for Bus and Rail Preventative Maintenance 28,170,00 30,052,00 32,188,000 34,503,000 35,538,090 36,604,23 Rail Modernization 5,312,00 5,945,00 6,700,000 7,431,00 7,876,860 9,349,472 Capital Fund Retrofit Project Jobs Access / Reverse Commute Program 1,341,00 1,381,00 1,422,000 1,465,000 1,508,950 1,554,21 Emergency Preparedness TBD TBD TBD TBD Federal Emergency Management 0 Total: Operating Program Support 35,381,00 37,953,00 40,868,000 43,974,000 45,516,150 48,117,940 High Capacity Transit Capital Program Various Section 5309 funds for S. Corridor ' Prelim En ineerin 0 0 TP funds for the regional rail program local match 8,000,00 8,000,00 9,300,000 9,300,00 9,300,000 9,300,00 Federal New Starts Program Interstate MAX Light Rail 18,100,00 South Corridor Light Rail Phase 1 0 20,000,000 70,000,00 70,000,000 Washington Count Commuter Rail 5,000,00 41,093,00 0 0 Bus and Bus Related Capital Program Section 5309 funds for bus and bus related capital 2,000,00 2,000,00 2,000,000 2,000,000 ' MTIP CMAQ funding Frequent Bus amenities 1,375,00 1,375,00 1,375,000 1,375,000 Transit Safe Street Crossings 01 0 250,000 250,00 Intelligent Transportation Systems TBD TBD TBD TBD Total: Capital Program Support 34,475,00 52,468,00 12,925,000 32,925,00 79,300,000 79,300,000 Grand Total Operating, Capital, New Start 69,856,00 90,421,00 53,793,000 76,899,000 124,816,150 127,417,940 In FY2006, TriMet expects to enter Final Design on the South Corridor I-205/Portland Mall Light Rail Project. Successful completion of final design is expected by the end of FY2006, followed shortly thereafter by receipt of a Full Funding Grant Agreement with the Federal Transit Administration and the beginning of the four-year construction phase of the project. With 40% of the $489 million project funded by local sources, all of the local contributions have been secured. The expected 60% federal share will be secured upon successful negotiation of a Full Funding Grant Agreement. In FY2006, TriMet will complete final design on the Washington County Commuter Rail Project and expects to enter into a Full Funding Grant Agreement with FTA in February 2005 TIP 8. TriMet Finances 71 2006, with construction beginning March of 2006. Funding for the construction project is paid for with Washington County, State of Oregon and Federal Transit Administration ' funds. TriMet and Wilsonville will share the funding of the operation. In addition to the formula assistance and discretionary funding, the region's Metropolitan Planning Organization (MPO), Metro, also allocates federal transportation "flex fund" resources to TriMet and other transportation agencies in the region through a competitive process called the Metropolitan Transportation Improvement Program (MTIP). The federal "flex funds" distributed through the MTIP process are from the federal Congestion Mitigation and Air Quality (CMAQ) and Surface Transportation Programs (STP). The MTIP funds are awarded based on proposed project ranking against 2040 Concept Plan supportive criteria, community input and policy deliberations. Criteria are directly based on the development of alternative and sustainable transportation options, not otherwise well supported by Federal funding. Jurisdictions apply for these funds in support of multi-modal transportation projects under 12 program categories, including transit, Regional Travel Options, Transit Oriented Development, trail and bikeways, pedestrian improvements and planning projects. TriMet is not limited to applying for funds under the transit category. It has also been a sponsor of the Regional Travel Options program, TOD projects and a safe crossings proposal under the pedestrian category. MTIP funds provide significant support for the regional rail program. Regional rail support has been set at $6 million a year for 2000- 2005, $8 million a year for 2006-2007, and $9.3 million a year for FY2005-FY2015 to help construct Interstate MAX, the South Corridor I-205/Portland Mall Light Rail Project, Washington County Commuter Rail, and infrastructure development in the North Macadam District. Federal "flex fund" resources committed by the region for current and future light rail projects now total $127.9 million. The MTIP program has also been used to provide $1.4 million annually for bus service expansion in the McLoughlin and Barbur corridors. Beginning in FY2004 and continuing in FY2005 the fund is also supporting on-street capital improvements with $625,000 in CMAQ funds. The combined MTIP contribution in those years will be $4.1 million. The bus operating support will be discontinued in FY2006, at which point all MTIP support will be directed at Frequent Service bus capital improvements with $2.75 million available in FY2006 and FY2007 and the same amount in FY2008 and 2009. ' A condition for receipt of these funds is a direct connection between MTIP funded projects and TriMet's 5-year TIP. Since FY2004 TriMet's on-street capital program has been fully reliant on these and other Federal sources of funds, with general funds meeting the local matching requirements. State Funding The State Special Transportation fund and Oregon Department of Human Resources Title XIX funds provide formula and discretionary assistance for elderly and disabled transportation programs. These funds covered 12 percent of the cost of TriMet's Accessible Transportation Program in FY2004. ' 2005 TIP 8. TriMet Finances 72 State of Oregon government offices located within TriMet's district boundaries make in-lieu of tax payments to TriMet. These make up less than 1 percent of operating revenues. Similar to the Oregon Benchmark that measures the State's progress toward maintaining roads at good or better condition, the State recognizes that the equivalent infrastructure for transit (the statewide fleet of buses) must also be maintained at good or better condition. In 2003, the Oregon State Legislature created an additional source of state funding for transit by dedicating $2 million in federal Surface Transportation Program funds for the replacement of mass transit vehicles in the 2003-2005 biennium. Funding for the Mass ' Transit Vehicle Replacement Program will be administered by the Oregon Department of Transportation. The Oregon Transit Association is working to establish this program as a permanent funding source for mass transit vehicle replacement across the state. If funded in future biennia, TriMet will compete for these bus replacement funds. Other Revenue ' Revenue also comes from advertising on bus and rail cars, interest earnings and state revenues for OMAP (Oregon Medical Assistance Program) and other miscellaneous revenues (6.0 percent of revenues in FY2004). i 1 1 i 2005 TIP 8. TriMet Finances 73 ' Expenditures Figure 0.1 ' FY2004 Expenditures Debt Service General Fund Capital $10,389,000 (3.6%) $8,013,000 (2.8%) General and Administration $38,289,000 (13.3%) Capital Projects and Facilities Bus Operations $11,080,000 (3.8%) $133,968,000 (46.5%) Accessible Transportation $31,914,000 (11.1%) Field Services $10,190,000 (3.5%) Rail Operations $44,263,000 (15.4%) Total Expenditures = $288,106,0001 1) Does not include light rail capital, pass through expenses, or funding exchange revenues or expenditures TriMet revenues pay for the operation and maintenance of the transit system. This includes Accessible Transportation, bus and light rail services, vehicles, facilities, and equipment. With the addition of Interstate MAX to the MAX Blue Line and MAX Red Line, light rail service has increased 317 percent since 1992. Accessible Transportation service hours have increased 217 percent. In FY2005, while still adjusting to the recession and declines in payroll tax revenues, TriMet was hit with an unexpectedly large increase in diesel fuel costs. In FY2005, TriMet budgeted diesel fuel at $1.02 per gallon. FY2005 to date, diesel fuel costs have averaged 2005 TIP 8. TriMet Finances 74 $1.45 per gallon. In its business plan, TriMet anticipates paying $1.50 per gallon for diesel fuel in FY2005 and FY2006, resulting in a $3.3 million increase in fuel expenditures. To address the expected increase in diesel fuel costs, TriMet is making offsetting adjustments ' to fares and service levels. A fare increase is anticipated September 2005. Bus and light rail services will be adjusted March, June and September 2005. Bus and MAX service adjustments reflected in the FY2006 budget were based on a detailed analysis of service and ridership on a trip-by-trip basis over the course of a day. The result is minor to modest service adjustments on over three dozen bus lines, focusing on low ' ridership trips and on adjusting schedules on lines with available seating capacity. Overall, the adjustments attempt to better match passenger capacity with demand. Most all of the schedule adjustments are 15 minutes or less, mostly during the evening and late night. Midday service was adjusted on four lines by about 3 minutes. The goal is to minimize impacts on riders by: making minimal changes to span of service, adjusting schedules by 3- 15 minutes; keeping Frequent Service intact; and measuring lift deployments and use of ' lines by low income/ minority riders to determine that there is not a disproportionate impact on those riders. The proposed MAX weekday adjustments include adding a second car to most Red Line trains that currently have standees midday. This addition will add capacity between Gateway and Beaverton Transit Centers allowing a reduction in the number of Blue Line peak trips. A further Blue Line adjustment will lengthen mid-day headways since current capacity exceeds passenger demand. Yellow Line capacity that exceeds passenger demand will continue to be adjusted by changing train length. The goal is to exceed TriMet's service standards, while accommodating passenger demand throughout the system in a consistent and economic manner. Over the next twenty years, transit investment will focus on meeting demand on the ' system's network of bus and light rail lines and meeting demand for ATP service. Five-Year Financial Outlook ' TriMet has been deeply affected by the recent recession. In FY2005, payroll tax revenues ' will be $46 million below the pre-recession (December 2000) forecast for FY2005. To maintain fiscal stability and avoid service reductions, the district has reduced both capital and operating expenditures. Budgeted capital expenditures were reduced $18 million in FY2002, $20 million in FY2003 and $5 million in FY2004 and $1 million in FY2005. Expected capital expenditures between FY2006 and FY2009 are also reduced roughly $18 million each year. Further, baseline expenditures (continuing expenditure levels for current services after contractually obligated wage and benefit costs increases are added) have been reduced $20 million ($3.9 million in FY2001 and $3 million each fiscal year through FY2002-FY2005 and $4.1 million in FY2006). , Coming out of the recession, TriMet's goal is to put the agency on a sound financial footing for future service increases, while increasing services and making capital investments as ' planned with additional payroll tax revenues. 2005 TIP 8. TriMet Finances 75 TIP Input ' TriMet held four Transit Investment Plan (TIP) Open Houses on successive evenings from 6-8 p.m. February 7-10, 2005, throughout the metro area. This has been and will continue to be an annual activity organized by the Marketing Department, with the participation of staff from across the agency. Public comments were compiled by TriMet Customer Service and forwarded to planning staff for review. In addition to open houses TriMet staff met with jurisdictional representatives (primarily through presentations county transportation committees). the Transportation Alternatives Policy Committee and the Joint Policy Advisory Committee on Transportation. TIP was ' calendared for the TriMet Board Briefing on June 8, 2005 and Board Meeting on June 22, 2005. The TriMet Board meeting included a Public Hearing. Locations Gresham Oregon City Portland Tigard ' Monday, Feb. 7 Tuesday, Feb. 8 Wednesday, Feb. 9 Thursday, Feb. 10 Gresham City Hall Abernethy Center Portland Building Tigard City Library ' Objectives • Increase awareness of TIP and how it fits into regional planning ' • Provide in-depth explanation of important projects like I-205/Mall and WC Commuter Rail • Distinguish Frequent Service lines from other bus lines • Reinforce the concept of the Total Transit Experience with riders • Demonstrate sensitivity to rider concerns and inclusive decision-making ' Vital Statistics Attendance: Gresham: 11; Oregon City: 26; Downtown Portland: 55; Tigard: 19; Total: 111 Advertising: Willamette Week - three ads in consecutive weeks (90,000 copies are distributed every Wednesday through 1,328 distribution points) Awareness ' • "Save the date" postcards to stakeholders from TriMet Marketing, Sales and Capital Projects, and Metro, databases; also handed out by both Sales (employers) and Capital Projects (downtown businesses during field checks) ------10,000 • Govdocs e-mail subscribers -------1,844 • trimet.org- visits to the TIP Open House page ------1,126 • News releases o Oregonian 337,707 o Portland Tribune------ 205,000 o Community newspapers • Rider Insider - front page of Jan/Feb 2005 issue------ 60,000 • New/revised factsheets at open houses------- 200 2005 TIP Appendix 76 Bus Stop Amenities Stop Level Basic Stop Level 1 Level 2 , stops meeting spacing high use stops, significant employer major stops associated with active or and siting criteria program participation, apartments, dense land uses, transit mall, major Bus stop use hospitals, shopping centers, major park-and-ride lot, transfer points, stops business, minor park-and-ride, with active lift / ramp usage significant use by mobility challenged riders ' pavement, ADA ADA clearances met, sidewalks ADA clearances met, full width clearances met, safe connections, possible curb extensions, sidewalks in good repair, curb Preferred street street crossing or safe crosswalks extensions, protected crosswalk, setting shoulder access community stop features - art, newspaper vending, bulletin board Pole and sin Pole and sin Pole and sin ' Schedule display Schedule display BCID in shelter Frequent si n* Frequent si n* Sidewalk access Sidewalk access Bench Bench Curb ram Curb ram Optional elements: , A or B type shelter A, B or BX type shelter Bus Stop Pad for rear door Pad for rear door Amenities Trash can ' Lighting Optional elements: BX or BB Shelter ' Any of the shelters may include sandblasted art glass panels. BCID = bus catcher information display ' as applicable Weather / wind protection to be considered. Windscreens may be included in shelter designs accordingly. Weekday 0-35 35-100 100-200 ' Boardings Service types Express / Local / Frequent Service / (typical) Local Bus Express /Local Bus Streetcar ' Mributes of a poorly developed bus stop: , !us stop use Poor or lack of supporting land uses, low ridership, unpleasant site or traffic conditions, high crime exposure. street setting No pavement or inadequate shoulder, blocked views, poor ADA clearances, high weather exposure, no , logical, safe street crossing, unsafe topography, chronic standing water i 2005 TIP Appendix 77 Level 3 high capacity transit service serving major corridors or centers, transit centers, high ' volume park-and-rides, major transfer hubs ADA clearances met, site configured to meet circulation needs, bus bays, protected crosswalk, community stop features - art, newspaper vending, bulletin board, landscaping, nearby concession Pole and sign ' BCID in shelter Frequent sign* Sidewalk access Bench Curb ram High capacity or custom shelter" Pad for rear door Trash can Lighting Bike locker Concessions ' Public telephone Ticket vending Artwork element ,Landscaping 200+ Frequent Service / Streetcar / MAX 2005 TIP Appendix 78 Peak Vehicle Requirements Peak Vehicles (Bus or Light Rail Vehicle) .Priority FY 2005 FY 2006 FY 2007 FY 00: FY 2009 FY 2010 New Buses 0 39 0 55 55 56 ' 1. Build the Total Service Standards 0 1 2 2 2 2 Transit System Reliability 0 1 1 1 1 1 Productivity -18 -2 -2 -2 -1 -1 Low Floor Bus 46% 52% 52% 61% 70% 79% 2. Expand High Yellow Line 18 ' Capacity Transit Green Line 20 3. Expand 57-TV Hwy/Forest Grove 0 ' Frequent Service 76-Beaverton/Tualatin 3 31-Kin Rd 2 4. Improve Local Ti and 1 Service N. Clackamas 2 Peak Requirements Buses 525 526 527 531 533 533 Light Rail Vehicles 83 77 80 84 88 114 ' 2005 TIP Appendix 79 ' ' Frequent Service Criteria 1 Possible Major Criteria Subcriteria ' Scores 15 20+ Board in s/Vehicle Hour 10 17-19 Board in s/Vehicle Hour Ridership Marginal Increase in Boarding Rides per Increase in Vehicle Hour 5 12-16 Boardin s/Vehicle Hour 0 10-11 Board in s/Vehicle Hour 10 15+ Residents/Acre 8 12-14 Residents/Acre Number of Residents per Acre within a 1/4 6 9-11 Residents/Acre Mile of the Frequent Service Corridor 4 6-8 Residents/Acre 2 3-5 Residents/Acre 0 <3 Residents/Acre 10 15+ Employees/Acre 8 12-14 Employees/Acre Number of Employees per Acre within a 1/4 6 9-11 Employees/Acre Mile of the Frequent Service Corridor 4 6-8 Employees/Acre 2 3-5 Employees/Acre 0 <3 Employees/Acre 5 15+ Attractions ' Major Attractions within a 1/4 Mile of the 3 10-14 Attractions Frequent Service Corridor 1 5-9 Attractions 0 <5 Attractions 10 80+% Coverage 7 70-79% Coverage 2 Friendly Environment % Sidewalk Coverage w/in 1/4 Mile of Corridor 4 60-69% Coverage F ' 1 50-59% Coverage 0 <50% Coverage 5 5+ Crosswalks/mile ' 4 4 Crosswalks/mile Number of Regulated Crossings/Mile 3 3 Crosswalks/mile 2 2 Crosswalks/mile 1 1 Crosswalks/mile 0 0 Crosswalks/mile 5 5+ Projects in CIP ' 4 4 Projects in CIP Pedestrian/Transit Priority Improvements 3 3 Projects in CIP Along the Route are in the Jurisdiction's CIP 2 2 Projects in CIP 1 1 Project in CIP 0 0 Projects in CIP ' 2005 TIP Appendix 80 ' 3 Transit Dependence Does the Frequent Service Route enter a Job 2 Yes Access Employment Area? 0 No 2 >110 Households/Mile Number of Households Per Mile at 150% of Poverty is Greater Than the Average ' 0 <110 Households/Mile 3 1.5%+ Number of Lift Deployments as a Percentage 2 1%-1.4% ' of Total Boardings 1 .5%-.99% 0 <.5% Senior and Disabled Residential Facilities & 3 41-50 2 31-40 Work Training Centers within a 1/4 Mile of the Frequent Service Corridor 1 20-30 0 <20 Regional 10 Yes 4 Transportation Plan Frequent/Rapid Bus Designation Coordination 0 No Connection to Blue Line, Red Relationship to Major Line, Interstate LRT, 5 Transportation Frequent Service Connects to High Capacity Proposed South Corridor , Developments Transit Developments LRT, WA County Commuter 10 Rail 0 No Connection Tier 1:,Central City, Regional 10 Centers, Industrial Areas Land Use Frequent Service Connects with 2040 Land Tier 2: Town Centers, Main 6 Connectivity Type 5 Streets, Station Areas Tier 3: Inner/Outer Neighborhoods & ' 0 Employment Areas Transportation % of ECO Compliant Companies within a 1/4 2 >50% o , 7 Demand Management mile of the Route 1 25%-49% 0 <25% 2005 TIP Appendix 81 ' t ' Glossary ' Boarding rides are counted each time a person steps enters a vehicle. As used in the TIP, trips, boardings and rides all refer to boarding rides. TriMet uses automated passenger counters to record boardings. ' Boarding rides per vehicle hour (BR/VH) describe a route's productivity. The desired minimum BR/VH is one-half the average for all routes. ' Central City is a term from the Growth Concept, describing downtown Portland. It would grow at about the same rate as the rest of the region and would remain the location of about 20 percent of regional employment. To do this, downtown Portland's 1990 density of 150 people per acre would increase to about 250 people per acre (Adapted from the 1997 Regional Framework Plan). Choice Riders are people who either have a car available or decide not to own one ' because they prefer riding TriMet. Commuter Rail generally operates during rush hours between major urban centers, using self-propelled or locomotive-hauled trains on an existing railroad. ' Corridors are not as dense as centers, but also are located along good quality transit lines. They provide a place for densities that are somewhat higher than today and ' feature a high-quality pedestrian environment and convenient access to transit. Typical new developments would include row houses, duplexes and one- to three- story office and retail buildings, and average about 25 persons per acre. (Adapted from the 1997 Regional Framework Plan). Deadhead Hours- are the time spent out of service when a transit vehicle travels between the yard and the start of a route. Fiscal Years start on July 1 of the preceding calendar year. FY 2005 runs from July 1, 2004 to June 30, 2005. ' Fixed-route service refers to TriMet's scheduled service on 3 MAX lines and 93 bus routes. ' Framework Plan Metro document adopted in 1997 that incorporates regional policies such as the Growth Concept and Regional Transportation Plan. Frequent Service operates every fifteen minutes or better, every day. 15 bus routes ' and all MAX lines meet this level of service. Growth Concept is a 50 year vision for land use and transportation in the Portland Metropolitan Region adopted by Metro. Headways describe the amount of time between arrivals of a transit vehicle along a particular line. Headways decrease as service frequency increases. Layover Hours Time spent out of service after reaching the end of a route and before starting over. LIFT paratransit provides door-to-door service for eligible people under the Americans with Disabilities Act who are unable to ride TriMet fixed route service. Light Rail-see MAX. 2005 TIP Appendix 82 Linked Trip- see originating ride. ' Low Performing Routes attract fewer than 10 boarding rides per vehicle hour. Main Streets typically will serve neighborhoods and may develop a regional , specialization that draws people from other parts of the region. Examples include Hawthorne Boulevard in Portland, Main Avenue in Gresham and Main Street in , Hillsboro. The Growth Concept calls for Main Streets to grow from 1990 levels of 36 people per acre to about 39 per acre. (Adapted from the 1997 Regional Framework Plan). ' MAX Light Rail is TriMet's high capacity transit service. MAX began operating in 1986 and was extended in 1998, 2001 and 2004. MAX uses its own lane in the Central City and Hillsboro Regional Center; outside of these areas, MAX travels at ' up to 55 miles per hour with limited stops in an exclusive right of way. Originating Rides count the number of total boardings, but exclude transfers. A ' person who rides MAX and then boards a bus is counted as one originating ride or one linked trip. Platform hours-see revenue hours. ' Portland Mall 36 blocks of bus-only lanes and unique shelters on Fifth and Sixth Avenues in Downtown Portland. The Portland Mall was part of the 1972 Downtown Plan, opened in 1978 and was extended north in 1994. Portland Streetcar operates in mixed traffic on a rail loop linking NW 23rd, the Pearl District and PSU via Tenth and Eleventh Avenues. The streetcar is owned by ' the City of Portland, managed by a non-profit organized by the City, and operated by TriMet personnel. Pullouts refer to vehicles leaving the garage. Peak pullouts described the maximum ' number of vehicles in service.. Pullout can also describe paved shoulders where buses can stop along higher speed roadways. Quick Drop offers short-term parking for easy access to the Airport MAX Red Line. , Regional Centers are the focus of compact development, redevelopment and high quality transit service, multi-modal street networks and act as major nodes along ' regional through routes. The Growth Concept estimates that about 3 percent of new household growth and 11 percent of new employment growth would be accommodated in these Regional Centers. From the current 24 people per acre, the ' Growth Concept would allow for about 60 people per acre. Gresham is an example of a Regional Center. (Adapted from the 1997 Regional Framework Plan). " Regional Transportation Plan (RTP) lays out the 20-year priorities for road, transit, ' freight, bicycle and pedestrian improvements. The RTP is administered by Metro. See chapter 2. Revenue hours refer to the amount of time a TriMet vehicle and operator are ' available to serve passengers. Revenue hours describe how much service is provided to customers. ' Service hours-see vehicle hours. Standard Service refers to buses that arrive less often than Frequent Service. 2005 TIP Appendix 83 t ' Stop ID is a unique number assigned to each TriMet stop. A stop ID can be used with Transit Tracker to receive real-time Bus & MAX arrivals. ' Total Transit System is TriMet's term for all of the attributes that make transit an attractive choice for riders, including: rich customer information, easy access to transit, comfortable places to wait, high quality transportation (frequent, reliable, ' comfortable), safety and security. Town Centers are smaller than Regional Centers and centers would accommodate ' about 3 percent of new households and more than 7 percent of new employment. The 1990 density of an average of 23 people per acre would increase to 40 persons per acre, the current densities of development along Hawthorne Boulevard and in downtown Hillsboro. (Adapted from the 1997 Regional Framework Plan). Transit Center (TC) is a hub where multiple TriMet bus MAX lines meet. Bus service to transit centers is scheduled to facilitate transfers. Transit Mall- see Portland Mall. Transit Oriented Development (TOD) is designed for pedestrians and includes ' housing, employment and recreation in a compact area near public transit. Transit Tracker provides real-time Bus and MAX arrivals via telephone, PDA, online and at key bus stops and MAX stations. ' Unlinked Trip-see boarding ride Urban Growth Boundary (UGB) controls urban expansion onto farm, forest and resource lands. Metro manages the UGB as required by state law. See chapter 3. Vehicle hours include revenue hours plus the time it takes a vehicle to travel from the garage to the end of the line. Vehicle hours describe how much of the agency's resources are needed to serve a particular route, including times when the vehicle is not in service to customers. ' Vintage Trolley began operating replicas of Portland's Council Crest streetcars in 1991 and is administered by Vintage Trolley, Inc, a non-profit corporation. The Trolley is supported by business sponsors along the route and operates on weekends ' using MAX and Streetcar tracks. Willamette Shore Trolley is operated by the Oregon Electric Railway Historical Society on a publicly owned right of way between the South Waterfront and Lake Oswego. 1 ' 2005 TIP Appendix 84 Acronyms ADA-Americans with Disabilities Act MTIP-Metropolitan Transportation , APC-Automated Passenger Counter Improvement Program ASA-Automated Stop Announcement ODOT-Oregon Department of ' ATP-Accessible Transportation Program Transportation BCID- Bus Catcher Information Display OTP-On-time Performance, Oregon BR-Boarding Ride Transportation Plan ' BRT-Bus Rapid Transit OMAP-Oregon Medical Assistance CAT- Committee on Accessible Program ' Transportation PIP- Productivity Improvement Process CBD-Central Business District ROW-Right of Way ' CY-Calendar Year RTCC-Elderly and Disabled Regional CMAQ-Congestion Mitigation and Air Transportation Coordinating Committee Quality RTO-Regional Travel Options ' DEQ-Oregon Department of RTP-Regional Transportation Plan Environmental Quality SOP-Standard Operating Procedure , E&D-Elderly and Disabled STF-Special Transportation Funds ECO-Employee Commute Options STP-Surface Transportation Program ' EDTP-Elderly and Disabled TC-Transit Center Transportation Plan TDM-Transportation Demand EIS- Environmental Impact Statement Management ' FTA-Federal Transit Administration TIP-Transit Investment Plan FY-Fiscal Year TriMet-Tri-County Metropolitan , LPA-Locally Preferred Alternative Transportation District of Oregon LRT-Light Rail Transit TSP-Traffic Signal Priority, ' MAX-Metropolitan Area Express Transportation System Plan MSTIP- Major Streets Improvement UGB-Urban Growth Boundary Porgram YOE- Year of Expenditure ' 2005 TIP Appendix 85 , i t, n4 w"C" See wbeTe it takes you AGENDA ITEM # FOR AGENDA OF October 25, 2005 CITY OF TIGARD, OREGON COUNCIL AGENDA ITEM SUMMARY ISSUE/AGENDA TITLE Meeting with Oregon Department of Transportation Region 1 Manager, Matthew Garrett Da'r` PREPARED BY: A.P. Duenas DEPT HEAD OK CITY MGR OK ISSUE BEFORE THE COUNCIL Continuing dialogue with Matthew Garrett, ODOT (Oregon Department of Transportation) Region 1 Manager, to discuss various issues of importance to both the City of Tigard and ODOT. STAFF RECOMMENDATION Staff recommends that Council maintain a continuing dialogue with Mr. Garrett. He can help in the implementation of key projects aimed at improving traffic circulation on Highway 99W, Hall Boulevard, and on other arterials and collectors within the City. INFORMATION SUMMARY Matthew Garrett, ODOT Region 1 Manager, has agreed to meet with Council at least twice each calendar year to share information of significance and to help resolve issues that may need direction from top management in ODOT. The meetings with the Region 1 Manager are part of an effort to establish a closer working relationship with ODOT staff. Mr. Garrett last appeared before Council at the business meeting on May 10, 2005. Some of the issues of significance for discussion at this meeting are: • The Washington County MSTIP 3-funded project to improve the Hall Blvd/Highway 99W intersection is entering the preliminary engineering design phase. Cost estimates for improvements to add capacity to the intersection up to the year 2020 are approximately $500,000 over the $4.9 million dollar budget. The City is seeking to partner with ODOT in providing funding to cover the estimated shortfall. Any assistance that Mr. Garrett can provide in this effort would help retain the level of improvements desired for that project. • The City is planning to extend the Fanno Creek Trail from the east side of Hall Boulevard across Fanno Creek and the library property to connect to the trail segment constructed as part of the Fanno Pointe Development. The existing trail west of Hall Blvd intersects Hall at a point immediately north of the existing bridge crossing Fanno Creek. The City wishes to continue the trail on the west side of Hall also immediately north of the bridge. Hall Blvd, at this location, is at its narrowest with two travel lanes. The City is prepared to install a crosswalk lighting system at this location to enhance pedestrian crossing of Hall. ODOT staff wants the crossing installed much further north of that location where the street widens into a three-lane section and requires that a median can be constructed within the two-way left-turn lane at that , point. The City staff is concerned that the crossing may interfere with entrance into the City Hall driveway and is so far north of the bridge that users of the trail would not use it and would cross at the most convenient point immediately north of the bridge. This crossing issue needs to be resolved so that the trail segment west of Hall Boulevard could be constructed. • The Highway 99W Corridor Improvement and Management study is projected to begin in early 2006 and is expected to provide a corridor management plan and a package of projects for future implementation. The project is funded through a TGM (Transportation and Growth Management) grant administered by ODOT. The City staff is working with an ODOT grants manager to prepare a Statement of Work for the project. Once the project is completed and the improvements (both large and small) are identified, the City will be looking to partner with ODOT in the implementation of these improvements. The discussion of ODOT participation in implementing these improvements needs to begin early in the process and must be continued as projects are identified and prioritized. The commitment by Mr. Garnett to periodically meet with Council demonstrates his willingness to be proactive in discussing and resolving current and potential issues in a timely manner. This close coordination between ODOT and the City will continue to receive strong emphasis as the City develops improvement projects to alleviate congestion on highways and arterials (such as Highway 99W and Hall Boulevard) that are under ODOT jurisdiction but adversely impact intra-city circulation. OTHER ALTERNATIVES CONSIDERED Not applicable VISION TASK FORCE GOAL AND ACTION COMMITTEE STRATEGY Major projects to improve state facilities in the City would meet the Tigard Beyond Tomorrow goal of Improve Traffic Flow. ATTACHMENT LIST None FISCAL NOTES No fiscal requirements at this time. Projects initiated and implemented would be funded through the City's Capital Improvement Program formulation process I1eng\gus\cound1 agenda summades\1425-05 meeting with odot region 1 manager ais.doc AGENDA ITEM # FOR AGENDA OF October 25, 2005 CITY OF TIGARD, OREGON COUNCIL AGENDA ITEM SUMMARY ISSUE/AGENDA TITLE Status Update - TGM Grant for Highway 99W Corridor Improvement and Management Plan PREPARED BY: A.P. Duenas DEPT HEAD OK CITY MGR OK ISSUE BEFORE THE COUNCIL An update to Council on the status of the TGM (Transportation and Growth Management) Grant awarded to the City for the Highway 99W Corridor Improvement and Management Plan. STAFF RECOMMENDATION Staff recommends that Council be provided periodic updates on the progress of the grant study and provide input into the plan at key points during the plan preparation. INFORMATION SUMMARY The City submitted a TGM (Transportation and Growth Management) grant application to ODOT (Oregon Department of Transportation) in May 2005 for development of a Highway 99W Corridor Improvement and Management Plan. Highway 99W carries over 50,000 vehicles per day, half of which is regional through traffic. The current traffic demand during peak hours on Highway 99W is well beyond its five-lane capacity, and the highway is frequently overwhelmed by the existing traffic volumes. There are no significant parallel routes to this highway, and the traffic congestion will continue to worsen as traffic increases during the next few years. The intersections of Highway 99W with Hall Boulevard, Greenburg Road, and McDonald Street among others are bottlenecks that seriously hamper the smooth flow of traffic. The traffic congestion on Highway 99W is aggravated by closely spaced driveways, major intersections too close together, lack of parallel local streets and recent retail development in the adjacent Tigard Triangle area. Future forecasts indicate the highway will fail to produce a minimally acceptable operating condition without immediate improvements to the highway and its corridor. Tigard's street system is seriously impacted by the performance of the highway as traffic congestion on the highway sends traffic cascading through Tigard creating significant adverse impacts on City streets. However, Metro's 2000 Regional Transportation Plan (RTP) notes that the testing of a number of alternatives for relieving congestion has led to the common conclusion that the latent travel demand in the Highway 99W corridor is too great to be reasonably offset solely by capacity projects. While the RTP proposed new capacity on 99W between I-5 and Greenburg Road, no specific capacity projects are proposed south of Greenburg Road due to latent demand and the impacts that a major road expansion would have on existing development. The TGM grant application requested funding -for preparation of a plan that would take a comprehensive look at the deficiencies and potential solutions for the Highway 99W corridor from Durham Road to the south to the I-5 on-ramp to the north. The plan will take the findings of previous studies into account. It will evaluate various alternatives for improvement of the highway short of widening to add capacity. The improvements may include development of new parallel routes and new connections that can feasibly be made between developments parallel to the highway. The intent of the study is to address current traffic deficiencies, present design alternatives, and propose strategies that would provide for effective traffic circulation, connectivity and operational improvements to the highway and its corridor. The plan will focus on solutions that draw local traffic from Highway 99W onto parallel routes and reduce use of the highway as a service road for local traffic. It will recommend transportation system improvements (which would include enhancement of transit facilities and pedestrian access to those facilities) that address the excess traffic demand on the highway and promote transportation- efficient development patterns that support compact, mixed-use and pedestrian friendly developments. While the focus of the plan is the improvement of traffic management on 99W, it will address related land use issues to a limited extent. Potential land use changes that could alleviate congestion and improve traffic circulation will be identified. In addition, opportunities for redevelopment along the corridor will be identified for future study. The project will build upon previous transportation planning efforts, including Metro's 2000 Regional Transportation Plan, Washington County's 2020 Transportation Plan, 99W Highway Access Management Plan, Tri-Met's Transit Investment Plan, and Tigard's Transportation System Plan. Analysis of potential transportation system improvements will include evaluation of the following: limited street widening, access management, intersection improvements, parallel roadway connections, potential backage roads, and other off- highway improvements. A package of projects (both large and small) would be developed from the plan recommendations for implementation over a period of years as funding sources are identified and designated for these projects. The City of Tigard was selected as a recipient of a grant award for the project and received notice of that award in August 2005. An intergovernmental agreement (IGA) will be executed with ODOT as part of the grant award process. A grants manager from ODOT has been assigned to work with City staff in the preparation of a Statement of Work. The coordination work between City staff and ODOT has been ongoing since August. The Statement of Work should be completed and approved by the ODOT Salem headquarters by the end of calendar year 2005. Following approval of the Statement of Work, a consultant will be selected to perform the work. The consultant selection process is expected to be completed and a consultant under contract by March of 2006. The actual contract will be between ODOT and the consultant, but the City staff will be an active participant in the consultant selection and in the preparation of the plan. A public process will be developed for receiving public input. Council will be provided periodic updates and will have opportunities to provide input at key points during the preparation of the plan. OTHER ALTERNATIVES CONSIDERED Not applicable VISION TASK FORCE GOAL AND ACTION COMMITTEE STRATEGY Major projects to improve state facilities in the City and to provide alternate off-highway connections would meet the Tigard Beyond Tomorrow goal of Improve Traffic Flow. ATTACHMENT LIST None FISCAL NOTES The amount allocated for the project is $200,000. The TGM grant provides $176,000 and the City match for that amount is $24,000. Any projects recommended by this plan would be incorporated into the City's Capital Improvement Program formulation process for funding and implementation. I:teng\gus\council agenda summades\10.25-05 status updatalgm grant for highway 99w wrridor plan ais.doc i AGENDA ITEM # / FOR AGENDA OF October 25, 2005 CITY OF TIGARD, OREGON, COUNCIL AGENDA ITEM SUMMARY ISSUE/AGENDA TITLE COUNCIL GOAL UPDATE - THIRD QUARTER PREPARED BY: Joanne Bengtson DEPT HEAD OK CITY MGR OK ISSUE BEFORE THE COUNCIL Update on the progress of the Council goals for the third "quarter of 2005. STAFF RECOMMENDATION Review and discuss the update. INFORMATION SUMMARY Attached are brief summaries of the progress made in the third quarter of 2005 on the Council goals developed by the Council in January 2005. ATTACHMENT LIST 1- Third Quarter Goal Update Report OTHER ALTERNATIVES CONSIDERED N/A VISION TASK FORCE GOAL AND ACTION COMMITTEE STRATEGY Goals are identified throughout the document and tasks developed by the City Council. FISCAL NOTES N/A i:\adm\city council\council agenda item summaries\2005\ais for 3rd quarter goal update 051025.doc 10/12/05 Council Goals for 2005 Goal 1. Revitalize Downtown • Complete and implement the Downtown Plan 'Third Quarter Update In July, the consultant team finalized draft technical memoranda containing the discussions and recommendations related to improvements and changes to the transportation system, land uses and local regulations needed to carry out the Plan vision and the Preferred Design Alternative. The contents of these memos were presented to the Downtown Task Force at the July 7th meeting. After obtaining input on draft documents from Task Force members and City staff, the consultant team began making 'final revisions to the Plan document. The proposed Plan was presented to the City Council at a business meeting on September 27, 2005. 'Following a presentation of the Plan by Downtown Task Force members and the consultant team Project 'Manager, Council unanimously approved a resolution accepting the findings and recommendations of ,,the Tigard Downtown Improvement Plan. Second Quarter Update The Downtown Task Force continued to engage the community through a series of dialog meetings throughout March and April. Working with the community, the Task Force has developed its preferred alternative for the Downtown Improvement Plan. On April 23, 2005, the Plan was shared with the community at a well-attended open house. This event included an overview of the Plan and exciting discussion of the steps necessary to make the Plan happen. The Task Force is scheduled to complete their work on the Downtown Improvement Plan in September, 2005. The Task Force moved the completion date of the Plan from June, 2005 to provide for additional public input. Additional time was needed to complete technical work. Over the summer, Council will receive a series of updates from the Task Force. In June, funding strategies were presented to Council. Land use recommendations will be presented in July. In September, Council will be presented any outstanding components of the Plan. Implementation of the Downtown Improvement Plan will occur over the next 10-20 years. The City's Capital Improvement Program (CIP) includes several projects that focus on the Downtown. The Downtown Improvement Plan calls for enhanced street design throughout the Downtown. What will the streets look like? One of the CIF projects will answer this question and recommend specific improvements. First Quarter Update: Based on the October, 2004 community dialogs and the workshop in December, the Downtown Improvement Plan has been revised. The Task Force is currently in the process of going through a second round of community dialogs to further refine the plan. A developers' forum was held on March 2nd. Eight metro-area developers attended this "reality check" forum with the Parametrix consultants. Many of the developers have built projects in Town Centers. The developers offered their experience and comments, focusing on access to, and visibility from, 99W; retail locations; future parking needs; financing; parcelization. The consultants are using their comments in the design revisions. There was an Ash Avenue neighborhood meeting on March 9, 2005. This meeting served as a reality check on the "transportation assumptions" of connecting Ash Avenue eventually to SW Walnut. The Task Force will be considering this input as they proceed with the Plan. • Urban renewal implementation o Public relations plan and vote 1 'Third (quarter Update - During the second half of July, a telephone survey was conducted with 400 randomly selected Tigard voters (those who voted in the last two elections) to gage awareness and support for the downtown revitalization effort. The survey found that 69% of respondents were aware of the downtown planning process and 67% said they would somewhat or strongly support using tax increment financing to pay for downtown improvements. City Center Advisory Commission began work in July assisting the development of the Urban Renewal Public Outreach Plan and the draft Urban Renewal Plan. The CCAC collaborated with public outreach -consultant, Norton-Arnold & Co., to form a strategy and identify a series of outreach activities, 'including discussions with community groups. The proposed Public Outreach Plan was adopted by ,Council on September 27, 2005. !At the same time, the CCAC, with assistance from consultant Tashman Johnson LLC, has been working on the draft urban renewal plan to be completed in early October. On October 18a`, the City Center Development Agency is scheduled to refer the plan to the Planning Commission for that body's review and recommendations. A public hearing on the plan is set for October 31st. Council review and consideration of the Urban Renewal Plan is scheduled for November 22, 2005. Second Quarter Update The City completed the selection process to hire consultant services - Tashman Johnson, LLC and Norton-Arnold & Company. Tashman Johnson is responsible for preparing an Urban Renewal Plan leading to an election of the use of tax increment financing in May, 2006. Norton-Arnold & Co. is responsible for helping select the best strategies to engage the community to foster citizen understanding of the Urban Renewal Plan. This includes a public opinion poll to engage the community's level of awareness about urban renewal. City Council appointed the City Center Advisory Commission to assist in the preparation of the Urban Renewal Plan. The Commission is made up of 6 representatives of the Downtown Task Force, a Planning Commissioner, a Park and Recreation Board member, and up to 4 City residents and/or Tigard property owners. First Quarter Update: Council's goal addressed Urban Renewal as a program for revitalizing the Downtown. Study session discussions have occurred on April 8t" and 22nd on the necessary steps to establish an Urban Renewal Plan for the Downtown. Council's direction is to take all necessary steps leading to a May, 2006 election on Urban Renewal and Tax Increment Financing for the Downtown, including proceeding toward consultant selection for public outreach and preparation of an urban renewal plan. Washington County, Beaverton, Tigard and several service districts have been evaluating the feasibility of creating a Commuter Rail/Highway 217 Corridor Revitalization Project. The Project is evaluating the possibility of using tax increment financing to promote desirable development at station areas along the Commuter Rail line. Washington Square and the Downtown are included in this effort. The feasibility study is intended to provide the public partners with sufficient information on how and whether to proceed with the project. Council was briefed in January on the progress of the feasibility study. Separate briefings have been provided by the City Attorney on Urban Renewal tax increment financing. Under the City Charter, voter approval is required with tax increment financing, which is included in an Urban Renewal plan. Voting is limited to November and May elections. 2 o Identify and begin projects Third Quarter Update During this quarter, progress was made towards realizing a priority project identified in the Downtown Plan aimed at enhancing the streetscape environment downtown. The scope of work covers the formulation of an overall design theme for the downtown area, and identification of specific design elements for select streets, gateways, public spaces, rail crossings and the commuter rail station. In addition, the consultant team will finalize a streetscape design plan for Commercial Street and preliminary design for Burnham Street. The tentative project schedule included in the original request ,for proposals identifies project completion on August 2006. In August, four firms submitted proposals to provide design services for the Tigard Downtown Comprehensive Streetscape, Commercial Streetscape and Burnham Street Project. The selection committee, comprised of representatives of the Downtown Task Force, Engineering and Long Range Planning Departments, and the City Council, invited 3 of the 4 firms to be interviewed on September 8, '2005. The City is in the process of finalizing the work plan for this project. The recommendation to' Council for approval of the contract award is scheduled for October 25, 2005. Second Quarter Update The 2005-06 City's Capital Improvement Program (CIP) includes approximately $1.8 million dollars of projects focused in the Downtown. Projects range from street design to open space acquisition. First Quarter Update The Downtown Improvement Plan includes a detailed list of catalyst and Brand Tigard projects. Catalyst projects are both public and private projects that are designed to cause complementary development in relation to surrounding properties. Brand Tigard projects are public projects designed to support catalyst projects - street improvements, beautification, parks, etc. A list of projects has been identified. The Capital Improvement Program, currently under development, will draw from this list of identified projects to start implementing the Downtown Plan. Projects are under review and not finalized as of this date. Goal 2. Improve 99W • Identify specific projects to alleviate congestion on 99W • Prioritize projects/funding • Leverage additional funding McDonald Street/Highway 99W Intersection (Project Funded in FY 2004-05) The City has identified several pro jects to improve traffic congestion on Highway 99W. These projects :and the status for each at the end of the third quarter of calendar year 2005 are highlighted below. Third Quarter Update The widening of the McDonald Street/Highway 99W intersection to add a dedicated right-turn lane on McDonald, a dedicated through lane across 99W to Gaarde Street, and an extended left-turn lane on McDonald Street is expected to greatly improve traffic circulation at that intersection. The project includes installation of new sidewalk on both sides of the street along the length of the improvements. The project was funded in FY 2004-05 with funding carried over to FY 2005-06 sufficient to complete 'the project. Current Status The McDonald Street/Highway 99W intersection project has been completed. Staff observation of the intersection operation is that traffic movements are more efficient and that the long queue just to get to the intersection has been eliminated. The right-turn lane provides the opportunity for a free right turn whenever there are gaps in the northbound Highway 99W traffic. Although the intersection appears to be performing well, City staff will monitor the traffic movements during the 3 next two to three months to determine if any adjustments are needed to make the intersection work better. Second Quarter Update: Current Status The McDonald Street/ Highway 99W intersection project has been under construction since May 2005 and is expected to be completed by the third week of July 2005. First Quarter Update: The design for the proposed improvements has been completed. The project will be advertised for bids on March 24, 2005. The contract award is expected late April, the project construction will be in May and June with construction completion expected by the end of June 2005. Hall Blvd/Highway 99W Intersection (MSTIP 3 Funded Project) Third Quarter Update Current Status Washington County has selected the Phase 3 improvement package for further exploration. The Phase 3 improvements are estimated at $5.4 million, which is $500,000 over the project budget of $4.9 million. The Phase 3 improvements include two northbound through lanes on Halla northbound left-turn lane and a northbound right-turn lane from Hall to Highway 99W. The ;City expressed concern that a southbound right-turn lane from Hall to Highway 99W (along the old Safeway parking lot) is not included in the proposed improvements. !The County and its consultant (W&H Pacific) are reviewing the assumptions upon which the proposed improvements were based and are examining a reduced growth scenario that eliminates the second northbound through lane and adds the southbound right-turn lane on Hall. The original assumptions are that Hall will be widened to five lanes and Highway 99W to seven lanes during the planning period. It is not likely that funding will become available for those improvements during the planning period. The consultant is preparing a revised report to summarize the reduced growth scenario, which ;better reflects the likely conditions. A secondary goal of the re-evaluation is to see if the funding shortfall identified in the original cost estimate can be reduced or eliminated. The County staff will be meeting with City staff and ODOT to discuss the reduced growth scenario during the next few weeks land to finalize the scope for the consultant design effort. 'Once the project scope has been fully defined in detail and the specific capacity improvements approved, engineering design work will begin. Project design and right-of-way acquisition for the widening work are expected to be completed within a 12 to 18 month period. Construction is expected to begin_in early 2007. Second Quarter Update: Current Status The alternatives analysis to determine the scope of work for improvements to the Hall Boulevard/ Highway 99W intersection has been completed. The Washington County staff and the consultant performing the work gave a project status briefing to City Council at the June 21, 2005 workshop meeting. The analysis indicates that a viable project can be constructed to provide capacity to the year 2020. The intersection project is funded through Washington County's MSTIP 3 (Major Streets Transportation Improvement Program).The estimate for the project identified exceeds the MSTIP budget by $500,000. The County, City and ODOT will seek to obtain funds needed to supplement the current budget to enable construction of the project. Once the project scope has been fully defined in detail and the specific capacity improvements approved, engineering design work will begin. Project design and right-of-way acquisition for the widening work are expected to be completed within a 12 to 18 month period. Construction is expected to begin in late 2006, or early 2007. 'Is' Quarter Update: W&H Pacific has been contracted by the County to perform an alternatives analysis to determine feasible improvements that can be constructed to enhance movement through that intersection and alleviate congestion in that area. The project elements will be selected by mid-2005 with design to follow later this year. The Engineering staff is participating in the project meetings to ensure that the City of Tiga "rd's interests are met with the alternatives selected. The County will be requested to make a presentation to City Council once the design alternatives have been refined and a preferred alternative recommended. The design and rights-of-way 4 acquisition will follow the selection of the most cost-effective alternative and will be performed during the next year. Assuming the rights-of-way acquisition is completed in a timely manner, the County intends to begin construction on the project in late 2006. Greenburg Road/Highway 99W Study (Proposed Project for FY 2005-06) Third Quarter Update Greenburg Road is a north-south arterial providing direct access to Highway 217 and the Washington Square Regional Center to the north and Highway 99W to the south. Greenburg Road terminates at Highway 99W directly across from Main Street, a collector through downtown Tigard. The current level of service on Greenburg Road at Highway 99W is extremely poor especially in the PM peak hours when vehicles often wait through multiple traffic cycles to clear the intersection. In addition, forecasts for Highway 99W shows it is well over capacity in future demand, which makes the intersection nearly unmitigable due to heavy through traffic and conflicts with turning vehicles. This proposed project provides funding for a feasibility study, which includes an alternatives analysis, to determine what alternative works best to alleviate congestion at the Greenburg Road and Highway 99W intersection and possibly improve traffic flow on Highway 99W through that area. One option is to widen Greenburg Road at its approach to Highway 99W. Another option is to eliminate the through movement from Greenburg Road to Main Street and divert downtown traffic through either 95th Avenue or 98th Avenue to Commercial Street. The intent of that study is to determine the best alternative, evaluate that alternative in detail, then scope out a project that implements that alternative for design and construction. CurmntStatus It seemed prudent to begin this project by examining the potential alternatives for the ,Greenburg Road/Highway 99W intersection from a traffic analysis standpoint. This technical analysis is needed to determine if any of the alternatives result in better traffic circulation and reduce congestion, on both Greenburg Road and Highway 99W. Alternatives that do not have a favorable impact, or have significant adverse effects can be identified and eliminated. The two or three most feasible alternatives can then be modeled in detail to determine the impacts and costs involved. DKS Associates was selected to perform the technical analysis and has been evaluating various alternatives during the past month. The firm is in the process of narrowing the alternatives to the two for three that seem most feasible and would be expected to produce the desired results. Initial input will be obtained through a practical exercise in the Citizen Leadership Series Transportation Course scheduled for October 20, 2005. Initial reactions to the alternatives evaluated and a sense of what would be or not be acceptable to the citizens of the City can be gleaned from the residents attending that course. Once the evaluation period is completed and summary report prepared, a discussion with Council at a workshop session will be scheduled, possibly in November or December of this year. After Council input, public input will be sought to narrow the alternatives to the best alternative for future implementation. Efforts to partner with ODOT and possibly Washington County through its MSTEF program will be made to design and construct the alternative selected for implementation. Second Quarter Update: Current Status Funding for the alternatives analysis is included in the Capital Improvement Program projects for FY 2005-06 approved by Council at the June 14, 2005 meeting. A consultant to perform the study will be selected in early August. The study is expected to begin in late August 2005. The scope of the study is to evaluate feasible alternatives, develop a public process plan to obtain public input on the alternatives, and then select an alternative for more detailed evaluation eventually leading to design and construction. The project does not include detailed design or construction. After the alternatives are developed, evaluated, and the best alternative selected, efforts to partner with ODOT and possibly Washington County through its MSTIP program will be made to design and construct the improvements. 1st Quarter Update: Funding for the alternatives analysis is included in the Capital Improvement Program projects proposed for FY 2005-06. If funded, a consultant can be selected to perform the study and recommend alternatives for evaluation 5 and discussion. After the alternatives are developed, evaluated, and the best alternative selected, efforts to partner with ODOT and possibly Washington County through its MSTIP program can be made to design and construct the improvements. Progress will be made on this project after the funding is made available to begin the study. The consultant selection process can begin prior to July 1, 2005 so that the project study can begin shortly after the new fiscal year begins. Highway 99W Corridor Improvements Study (Proposed Project for FY 2005-06) Third Quarter Update This project provides funding for a study to evaluate various alternatives for improvement of the highway (including development of new parallel routes and connections that can feasibly be made between developments parallel to the highway) between Durham Road and Interstate 5. The intent of the study is to address current traffic deficiencies, present design alternatives and propose strategies that would provide for effective traffic circulation, connectivity and operational improvements to the highway and its corridor. The findings of this study would be used to prepare a package of projects (both large and small) that can be implemented over a period of years as funding sources are identified and designated for these projects. Curz ent Statute The City submitted a grant application to ODOT (Oregon Department of Transportation) in May 2005 for development of a Highway 99W Corridor Improvement and ;Management Plan. The City received notice of grant award in August 2005. The amount of the grant is $176,000 and the City is required to provide a matching amount of $24,000 for a total project budget ,of $200,000. The project will evaluate various alternatives for improvement of the highway short of !widening to add capacity. The plan will focus on solutions that draw local traffic from Highway 99W :onto parallel routes and reduce use of the highway as a service road for local traffic. While the focus of the plan is the improvement of traffic management on 99W, it will address related land use issues to a i limited extent. Potential land use changes that could alleviate congestion and improve traffic circulation ;will be identified. In addition, opportunities for redevelopment along the corridor will be identified for future study. An intergovernmental agreement (IGA) will be executed with ODOT as part of the grant award process. A grants manager from ODOT has been assigned to work with City staff in the preparation of a Statement of Work. The coordination work between City staff and ODOT has been ongoing since ;August. The Statement of Work should be completed and approved by the ODOT Salem headquarters Eby the end of calendar year 2005. Following approval of the Statement of Work, a consultant will be selected to perform the work. The consultant selection process is expected to be completed and a consultant under contract by March of 2006. The actual contract will be between ODOT and the consultant, but the City staff will be an active participant in the consultant selection and in the preparation of the plan. A public process will be developed for receiving public input. Council will be provided periodic updates and will have opportunities to provide input at key points during the 'preparation of the plan. Second Quarter Update: Current Status The City submitted a grant application for development of a Highway 99W Corridor Improvement and Management Plan. The products expected from the study are a plan for management of the corridor and a package of projects that can be implemented over a period of years as funding sources are identified and designated for these projects. The grant awards are expected to be announced in a few weeks. Assuming the City is successful in obtaining the grant, the study is expected to begin in late 2005 or early 2006 and should take six to eight months to complete. I5t_Quarter Update: This project is proposed for the FY 2005-06 CIF. The opportunity to obtain a TGM (Transportation and Growth Management) grant to perform this study is available. The City submitted a pre-application for grant funding through ODOT in mid-February 2005. The formal application process is expected to be announced in May 2005. The initial review by ODOT staff of the pre-application was favorable and they encourage the City to submit an application once the application period begins. Although the funding becomes available July 1, 2005, the project cannot begin until the grant is awarded, an Intergovernmental Agreement (IGA) is executed between 6 ODOT and the City, and the consultant is selected to perform the work. This process would be similar to the one followed for the Downtown Improvement Plan Study. Considering the time it takes to execute an IGA with ODOT and receive approval to use the funds, the study could begin in fall of 2005 or later. The results of the study are anticipated to be a package of projects and land use recommendations that can be implemented over a series of years. As funds are obtained, projects can be selected from the project list for implementation. Land use changes in accordance with the recommendations of the study can be pursued to help reduce direct access to Highway 99W and to improve the appearance along the corridor as new developments begin or redevelopment occurs. Walnut Street Corridor Study Third Quarter Update ,A City-funded project in FY 2004-05 is a corridor study to determine the best alignment for the extension of Walnut Street from Highway 99W, through downtown Tigard, to connect to Hunziker Street. This study will be coordinated with the recommendations of the Downtown Improvement Plan study currently underway. The recommendations of the Downtown Improvement Plan will determine if the connection to Highway 99W should be pursued further. Currant Status The consensus reached during the development of the Tigard Downtown Plan is that this corridor study should be divided into two phases with the segment from Fanno Creek north to connect to Hunziker Street as Phase 1 and the segment from Highway 99W over Fanno Creek to the Tigard downtown as Phase 2. The input from developers during the Downtown Plan development is that the entry from the north along Hall Boulevard is more important as a portal into the downtown area and should be explored first. The Downtown Improvement Plan does not rely on the connection across Fanno Creek to Highway 99W. Therefore, the exploration of an alignment for Phase 2 will come later after the urban renewal efforts for the downtown area are further along. The Phase 1 study will 'begin in the next few months and should be completed by the end of the fiscal year. Second Quarter Update: Current Status This study is held in abeyance until the Downtown Improvement Plan recommendations are formalized and adopted by Council. The Downtown Plan does not depend on a connection being made from Highway 99W through the downtown area to Hunziker Street. However, whether or not the study proceeds in the near future will be discussed with Council to ensure that the timing of the study does not detract or conflict with the effort to get the Downtown Improvement Plan recommendations initiated during the next year or so. 1st Quarter Update: A neighborhood meeting to discuss the connection of Ash Avenue across Fanno Creek into the downtown area was held on March 9, 2005 as part of the Downtown Study public process. Neither the Walnut Street Extension nor a connection across Fanno Creek to Ash Avenue were acceptable to those in attendance. The Downtown Study will consider all input received through the public process before reaching any conclusions on the need for a new entry into the downtown from the neighborhood south of Fanno Creek. Whether or not the corridor study will proceed depends on Council direction following a review of the recommendations of the study. Goal 3. Address Growth • Revise Comprehensive Plan for Tigard and, if funded, for Bull Mountain Third Quarter Update i Recruitment for a Senior Planner to staff the Comprehensive Plan update was initiated during this ,quarter. Second Quarter Update At their June 28, 2005 meeting Washington County Board of Commissioners considered Tigard's request to modify the Urban Planning Area Agreement (UPAA), providing the City with the authority to include portions of unincorporated Washington County (Bull Mountain and Areas 63 & 64) in the City's Comprehensive Plan update. Formal action will follow. The City's adopted 2005-06 budget includes an additional staff position and funding for professional services to begin the update of the City's Comprehensive Plan in late summer/fall of 2005. 7 First Quarter Update: The Planning Commission reviewed the elements of a Comprehensive Plan update. Council previewed a work program for the update. Defining the scope or geographical reach of the comprehensive planning effort is the necessary first step in the planning process. The Council goals call for including the Urban Services Area and Urban Growth Boundary Areas 63 and 64 in the comprehensive plan work scope, provided Washington County provides resources to support the extraterritorial work. The framework for City-County planning coordination is the Tigard/County Urban Planning Area Agreement (UPAA). The City has requested that the Washington County 2005 Planning Division and Land Use Ordinance and Work Program include revising the County-City UPAA to address the City including portions of unincorporated Washington County (Bull Mountain, Areas 63 and 64, Metzger) in the City's Comprehensive Plan update. • Metro - seek changes o Seely charlgm atMetrn that would hm our Comprehensive Plan p cess to respond to citizens conaerM o Initiate a discu='on with Metroregaz&4gflexrliility with densityrequuvmentiL (Third Quarter Update - - - i Nothing new tore port for this quarter. Second Quarter Update Council adopted a resolution on May 10, 2005 supporting active pursuit of regional collaboration to improve the regional land use planning system. Council members participated in a region-wide symposium on Metro and its land use program. Several recommendations resulted from the symposium. Additional follow-up has yet to be scheduled. First Quarter Update: On February 22, 2005, Council began discussion on a proposed resolution to support collaboration with Washington County jurisdictions regarding proposed changes to Goal 14, Urbanization and the Urban Growth Boundary administrative rules. After considerable discussion at its March 15th work session, Council recommended changes to the resolution which will return for Council action on April 12, 2005 • Identify and acquire Parks and Open Space 3-h Quarter U to i The City of Tigard has conducted an evaluation process aimed at identifying and acquiring property for. park and greenway use. The potential properties were identified by the PRAB, Tigard citizens and City staff. Forty-seven (47) properties belonging to approximately forty (40) property owners were 'identified. Eighteen (18) properties were subsequently removed by property owners. Ultimately, twenty-nine (29) properties were evaluated by the City. The PW Department retained the services of a temporary employee to develop an evaluation document. The document was used by the Park and Recreation Advisory Board, and staff to evaluate the potential park and greenway properties. The timing of the process is that by November/December of this year the City will have completed its evaluation of the potential properties, and efforts to purchase certain properties will get underway at ,that time. Second Quarter Update: On June 14, 2005 Council approved and adopted the FY 2005-06 Budget. The budget contains a $2,144,025 appropriation for park acquisition and development. 8 Staff and PRAB developed a set of recommended guidelines to help evaluate potential land acquisitions (both purchase and donation). These guidelines have been presented to Council and are scheduled for final approval on July 12. The Park and Recreation Advisory Board and staff have created a list of properties (confidential) and presented it to Council, in Executive Session, at their June 28, 2005 workshop meeting. The properties have been identified by staff, PRAB, and public input at PRAB meetings and are a working list of potential sites. The PRAB is currently making presentations at community meetings that include a discussion about potential land acquisition. First Quarter Update: The Park and Recreation Advisory Board is currently working on a community-wide presentation aimed at ascertaining additional input on the community's interest in acquiring more open space and park land. Open space is land that is in a natural state, e.g. wetlands, green ways, flood plains, etc. Park land is land to be used in an active way, e.g. neighborhood and community parks as well as trails, etc. The current, proposed FY 05-06 Parks CIP budget contains a land acquisition project aimed at acquiring land in the Bull Mountain area both inside and outside the City limits and in other parts of the City. • Review growth of expenditures and revenue (Third Quarter Update The City Council approved a resolution creating the Financial Strategy Task Force. The Task Force membership is comprised of the citizen members of the Budget Committee, members of the Committee ,for Citizen involvement, a representative from the Downtown Task Force, and a representative from the Transportation Financial Strategies Task Force. The City Council has asked the members of the Task Force to look at ways for the City to deliver services in a more efficient or cost-effective manner as well 'as identifying potential new revenue sources. They are also reviewing the option of asking the Tigard voters to approve a Local Option Tax Levy. It is expected that the Task Force will report back to the City iCouncil by January, 2006. The Task Force held its first meeting in August and the next meeting is (scheduled for October 26. Second Quarter Update: The Interim City Manager's Proposed Budget was presented to the City's Budget Committee on April 25. The Budget Committee held four public hearings, where at each meeting the public was invited to provide input on the budget. The Budget Committee deliberated and approved changes based upon the input from citizens as well as members of the Budget Committee. The Budget Committee approved the budget on May 16. The budget was forwarded to the City Council for adoption. The City Council held a public hearing on June 14, where again, the public was invited to provide input on the Approved Budget. The City Council adopted the budget on that date. The City Council has directed staff to prepare a resolution to establish a Financial Strategy Task Force. The Mayor and City Council has asked for citizen input on what steps the City should take in dealing with the financial future. Membership of the Task Force is to include the five citizen members of the Budget Committee, members of the Committee for Citizen Involvement, a member from the Downtown Task Force, and a member from the Transportation Financial Strategies Task Force. The Task Force will be asked review City programs to see if service levels can be reduced, look at ways for the City to deliver services in a more efficient or cost-effective manner, and identify potential new revenue sources that could include the City begin charging fees or service to those citizens that live outside the City boundaries and/or asking the Tigard voters to approve a Local Option Tax Levy. There will be a joint meeting of the Budget Committee and City Council in September to review the first quarter results of FY 2005-06. First Quarter Update: The Finance Department, working in conjunction with other City departments, has completed the preparation of budget requests for all City funds and programs for FY 2005-06. Those requests are now being reviewed by 9 Finance staff and individual department budget discussions with the Interim City Manager are now underway. This is in preparation for the publication and submission of the Proposed Budget to the Budget Committee in late April. The Budget Committee will then hold public hearings throughout the month of April to discuss the individual budget requests as well as review the growth of City expenditures and revenue over the last three years. The Budget Committee also met with the City Council in a study session in January to review the budget calendar and discuss current budget status and issues. • Graphic identify (branding) o Sigmge/Logo/Stationery Third Quarter Update ,The City Council met with the graphic designer on July 12 to review design concepts, and provide ,direction for development of a final design. Second Quarter Update: An informal Branding Solicitation letter went out to eight (S) design firms on April 20, 2005. The letter included an attachment with Themes and Values brainstormed by the Vision Task Force. At the May 10, Study Session, Council reviewed the Graphic Identity Proposals and interviewed the consultants at the May 17 Workshop meeting. Council chose Glen Marcusen of Marcusen Design to work with Council to design a new graphic identity for the City. First Quarter Update: On Thursday, February 24, 2005 eleven members of the Vision Task Force met to brainstorm ideas for themes and values that might be captured in a new City logo. The Task Force issues were presented to City Council on March 22, 2005. Council provided direction on values to be reflected in a new brand for the City. i:\adm\city council\gaals\2005\council goals - quarter 3\09 - quarter 9 goal report.doc 10/ 12/09 10 I' . AGENDA ITEM No. 8 Date: October 25, 2005 PUBLIC HEARING (QUASI-] U DICIAL) TESTIMONY SIGN-UP SHEETS Please sign on the following page(s) if you wish to testify before City Council on: CONSIDER ZONE CHANGE ANNEXATION (ZCA) 2005-00004 ANNEXATION OF "SUNRISE LANE" Due to Time Constraints City Cou.ncil May Impose A Time Limit on Testimony I:\ADM\GREER\CITY COUNCIL\CCSIGNUP\PH TESTIMONY OJ ANNEXATION.DOC AGENDA ITEM No. 8 Date: October 25, 2005 PLEASE PRINT Proponent - (Speaking In Favor Opponent - (Speaking Against) Neutral Name, Address & Phone No. Name, Address & Phone No. Name, Address & Phone No. sdws -sw OVL, 91 Name, Address & Phone No. Name, Address & Phone No. Name, Address & Phone No. Name, Address & Phone No. Name, Address & Phone No. Name, Address & Phone No. Name, Address & Phone No. Name, Address & Phone No. Name, Address & Phone No. Name, Address & Phone No. Name, Address & Phone No. Name, Address & Phone No. Name, Address & Phone No. Name, Address & Phone No. Name, Address & Phone No. AGENDA ITEM # y FOR AGENDA OF October 25, 2005 CITY OF TIGARD, OREGON COUNCIL AGENDA ITEM SUMMARY ISSUE/AGENDA TITLE Annexation (ZCA) 2005-00004 - Sunrise Lane Annexation PREPARED BY: Gary Pagenstecher DEPT HEAD OK_ CITY MGR OK C2 ISSUE BEFORE THE COUNCIL Should the Tigard City Council annex twelve (12) parcels of land consisting of approximately 25.61 acres of land? STAFF RECOMMENDATION Adopt the attached Ordinance annexing the subject properties. INFORMATION SUMMARY Twelve land owners and electors have petitioned for and consented to annexation to the City of Tigard. The annexation request consists of twelve (12) parcels totaling 25.61 acres that currently exist in unincorporated Washington County. The parcels are within the City of Tigard's urban service area. The properties are located north of SW Bull Mountain Road at SW 1501h Avenue and Sunrise Lane, and are described as WCTM 2S105DD, tax lots 400, 500, 600, 700, 1000, 1100, 1300, 1400, 1500, 1600, 1700 and 1800. The properties are currently developed with single-family dwellings and outbuildings. Staff has notified all affected agencies and interested parties of the proposed annexation. There was no objection to the annexation by those who returned comments. Staff has reviewed the proposal for compliance with Metro Chapter 3.09, the Comprehensive Plan Policies, the Tigard Development Code, and the Oregon Revised Statutes. As indicated in the staff report to City Council, the proposed annexation meets the applicable standards. Pursuant to the Tigard Urban Service Agreement and Chapter 18.320.020.C of the Community Development Code, the Comprehensive Plan designation and the City's zoning is automatically applied to property upon approval of the annexation by Council. OTHER ALTERNATIVES CONSIDERED Deny the request. VISION TASK FORCE GOAL AND ACTION COMMITTEE STRATEGY "Growth and Growth Management", Goal #2 - Urban services are provided to all citizens within Tigard's urban growth boundary and recipients of services pay their share. ATTACHMENT LIST Attachment 1: Proposed Ordinance approving the annexation. Exhibit A: Legal descriptions of the subject properties. Exhibit B: Assessor's map of the subject properties. Exhibit C: Vicinity map of the subject properties. Attachment 2: Staff report to the Council. FISCAL NOTES The applicant is responsible for paying the Metro processing fee and has already paid the fees necessary to administer the application by planning staff. CITY OF TIGARD, OREGON ORDINANCE NO. 2005- AN ORDINANCE ANNEXING 25.61 ACRES, APPROVING SUNRISE LANE ANNEXATION (ZCA2005-00004), AND WITHDRAWING PROPERTY FROM THE TIGARD WATER DISTRICT, WASHINGTON COUNTY ENHANCED SHERIFF'S PATROL DISTRICT, WASHINGTON COUNTY URBAN ROADS MAINTENANCE DISTRICT, WASHINGTON COUNTY STREET LIGHTING DISTRICT #1, AND THE WASHINGTON COUNTY VECTOR CONTROL DISTRICT. WHEREAS, the City of Tigard is authorized by ORS 222.120(4)(B) and 222.170 to initiate an annexation upon receiving consent in writing from a majority of the electors registered in the territory proposed to be annexed and written consent from owners of more than half the land in the territory proposed to be annexed; and WHEREAS, the City of Tigard is authorized by ORS 222.120(5) and 222.520 to withdraw properties which currently lie within the boundary of the Tigard Water District, the Washington County Enhanced Sheriffs Patrol District, Washington County Urban Roads Maintenance District, Washington County Street Lighting District #1, and the Washington County Vector Control District upon completion of the annexation; and WHEREAS, the Tigard City Council held a public hearing on October 25, 2005 to consider the annexation of twelve (12) parcels of land consisting of 25.61 acres and withdrawal of said property from the Tigard Water District, the Washington County Enhanced Sheriffs Patrol District, Washington County Urban Roads Maintenance District, Washington County Street Lighting District #1, and the Washington County Vector Control District; and WHEREAS, pursuant to ORS 222.520(2) the City is liable to the Water District for certain debt obligations, however, in this instance the Water District has no debt for the City to assume, therefore, no option regarding the assumption of debt needs to be made; and WHEREAS, pursuant to Metro 3.09, ORS 222.120 and 222.524, notice was given and the City held a public hearing on October 25, 2005 on the issue of the annexation into the City and withdrawal of the annexed property from the Tigard Water District, the Washington County Enhanced Sheriffs Patrol District, Washington County Urban Roads Maintenance District, Washington County Street Lighting District #1, and the Washington County Vector Control District; and WHEREAS, pursuant to ORS 222.524, the City must declare the withdrawal of annexed properties from the Tigard Water District, the Washington County Enhanced Sheriffs Patrol District, Washington County Urban Roads Maintenance District, Washington County Street Lighting District #1, and the Washington County Vector Control District by Ordinance; and WHEREAS, the Tigard Development Code states that upon annexation, the zone is automatically changed to the City zoning most closely conforming to the County zoning; and WHEREAS, the current zoning district is R-7, an existing City zone that has been adopted by the County and the zoning after annexation would remain R-7 so. that no zone change is necessary, and by annexation the Comprehensive Plan of the City of Tigard goes into effect; and ORDINANCE NO. 2005- ZCA2005-00004 Sunrise Lane Annexation Pagel of 2 WHEREAS, the annexation has been processed in accordance with the requirements of Metro 3.09 and has been reviewed for compliance with the Tigard Community Development Code and the Comprehensive Plan and the annexation substantially addresses the standards in Metro 3.09 regulating annexations; and WHEREAS, the City Council has carefully considered the testimony at the public hearing and determined that withdrawal of the annexed properties from the applicable service districts is in the best interest of the City of Tigard. NOW, THEREFORE, THE CITY OF TIGARD ORDAINS AS FOLLOWS: SECTION 1: The Tigard City Council hereby annexes the parcels described in the attached Exhibit "A" and shown in Exhibit "B" and withdraws said parcels from the Tigard Water District, the Washington County Enhanced Sheriffs Patrol District, Washington County Urban Roads Maintenance District, Washington County Street Lighting District #1, and the Washington County Vector Control District. SECTION 2: This ordinance shall be effective 30 days after its passage by the Council, signature by the Mayor and posting by the City Recorder. SECTION 3: City staff is directed to take all necessary measures to implement the annexation, including filing certified copies of the Ordinance with Metro for administrative processing, filing with state and county agencies as required by law, and providing notice to utilities. SECTION 4: Pursuant to ORS 222.120(5), the effective date of the withdrawal of the property from the Washington County Enhanced Sheriffs Patrol District, Washington County Urban Roads Maintenance District, Washington County Street Lighting District #1, and the Washington County Vector Control District shall be the effective date of this annexation. SECTION 5: Pursuant to ORS 222.465, the effective date of the withdrawal of this property from the Tigard Water District shall be July 1, 2006. SECTION 6: In accordance with ORS 222.180, the annexation shall be effective upon filing with the Secretary of State. PASSED: By vote of all Council members present after being read by number and title only, this day of , 2005. Cathy Wheatley, City Recorder APPROVED: By Tigard City Council this day of , 2005. Craig Dirksen, Mayor Approved as to form: City Attorney Date ORDINANCE NO. 2005- ZCA2005-00004 Sunrise Lane Annexation Page 2 of 2 EXHIBIT A (Page I of 4) BEING TRACTS OF LAND AS DESCRIBED IN THE FOLLOWING DOCUMENTS: 98-070527, 2003-020130, 2000-061432, 2004-107939, BOOK 1151, PAGE 113, 2004-082311, 2004- 082312, AND 97-084282 ALL WASHINGTON COUNTY DEED RECORDS, SITUATED IN THE SOUTHEAST ONE-QUARTER OF SECTION 5, TOWNSHIP 2 SOUTH, RANGE 1 WEST, WILLAMETTE MERIDIAN, IN COUNTY OF WASHINGTON, STATE OF OREGON, MORE I PARTICULARLY DESCRIBED AS FOLLOWS: BEGINNING AT A POINT AT THE SOUTHEAST CORNER OF THAT TRACT OF LAND AS DESCRIBED IN DOCUMENT NO. 97-084282 OF SAID COUNTY, SAID SOUTHEAST CORNER BEARS NORTH 89° 50'44" WEST, 571.41 FEET ALONG THE SOUTH LINE OF SAID SECTION 5 AND NORTH 00°41'42" EAST, 20.00 FEET FROM THE SOUTHEAST CORNER OF 1 SAID SECTION 5 MARKED WITH AN ALUMINUM DISC IN CONCRETE; THENCE ALONG A LINE 20.00 FEET PARALLEL WITH THE SAID SOUTH SECTION LINE NORTH 89° 50,44" WEST, 212.89 FEET; THENCE SOUTH 00° 41'42" WEST, 20.00 FEET TO A POINT ON SAID SOUTHERLY SECTION LINE; THENCE ALONG SAID SOUTH SECTION LINE NORTH 89° 50' 44" WEST, 233.64 FEET; THENCE LEAVING SAID SECTION LINE RECORDS NORTH 00° 43' 00" EAST, 200.00 FEET; THENCE ALONG THE NORTHERLY LINE OF SAID TRACT NORTH 89° 50'44" WEST, 124.00 FEET; THENCE ALONG THE WESTERLY LINE OF SAID TRACT 1 SOUTH 00° 43'00" WEST, 180.00 FEET TO A POINT (20.00 FEET NORTHERLY OF, WHEN J MEASURED PERPENDICULAR TO SAID SECTION LINE); THENCE ALONG A LINE PARALLEL WITH THE SAID SECTION LINE NORTH 89° 50'44" WEST, 180.00 FEET; I THENCE NORTH 00° 43' 00" EAST, 20.00 FEET; THENCE NORTH 89° 50'44" WEST, 23.33 FEET; THENCE SOUTH 00° 43'00" WEST, 40.00 FEET TO A POINT ON THE SOUTH SECTION LINE; THENCE ALONG SAID SOUTH SECTION LINE NORTH 89° 50'44" WEST, 107.00 FEET; THENCE NORTH 00° 41'34" EAST, 240.00 FEET TO A POINT ON THE SOUTHERLY LINE OF THAT TRACT DESCRIBED IN DEED BOOK 397, PAGE 547, WASHINGTON COUNTY DEED RECORDS; THENCE ALONG SAID SOUTHERLY LINE SOUTH 89° 50'44" EAST, 42.89 FEET TO THE SOUTHEAST CORNER OF SAID TRACT; I THENCE ALONG THE EASTERLY LINE OF SAID TRACT OF NORTH 00° 40' 00" EAST, 399.80 FEET TO THE NORTHEAST CORNER OF SAID TRACT; THENCE LEAVING SAID NORTHEAST CORNER OF SAID TRACT SOUTH 89° 50'28" EAST, 85.62 FEET TO THE SOUTHEAST CORNER OF THAT TRACT OF LAND AS DESCRIBED IN DOCUMENT NO. I 2004-046173 OF SAID COUNTY; THENCE ALONG THE EAST LINE OF SAID TRACT, NORTH 00° 43' 00" EAST, 161.26 FEET TO A 5/8 INCH IRON ROD; THENCE NORTH 79° 30' 00" WEST, 243.12 FEET TO A POINT ON THE EASTERLY RIGHT-OF-WAY LINE OF SUNRISE LANE (BEING 20.00 FROM THE CENTERLINE THEREOF, WHEN MEASURED PERPENDICULAR THERETO); THENCE ALONG SAID RIGHT-OF-WAY LINE THE FOLLOWING FOUR (4) CALLS: NORTH 14° 15'05" WEST, 98.41 FEET; THENCE NORTH 17° 04' 55" EAST, 72.15 FEET; THENCE NORTH 43° 11'55" EAST, 116.47 FEET; THENCE I NORTH 04° 35'55" EAST, 84.20 FEET TO THE NORTHWEST CORNER OF THAT TRACT J DESCRIBED IN DEED RECORD BOOK 186, PAGE 307; THENCE ALONG THE SOUTHERLY LINE OF THAT TRACT DESCRIBED IN DEED DOCUMENT NUMBER 2002-019693, 1 WASHINGTON COUNTY DEED RECORDS SOUTH 89° 28' 42" EAST, 699.75 FEET TO THE NORTHEAST CORNER OF THAT TRACT DESCRIBED IN DEED RECORD BOOK 861, PAGE 211; THENCE ALONG THE WESTERLY LINE OF THAT CERTAIN TRACT OF LAND AS DESCRIBED IN DOCUMENT NO. 2001-085039 ALONG THE FOLLOWING FIVE (5) COURSES: SOUTH 00° 41'42" WEST, 393.64 FEET; THENCE NORTH 89° 50'44" EAST, 100.00 FEET; THENCE SOUTH 00° 41'42" WEST, 480.00 FEET; THENCE NORTH 89° 50,44" EAST, 112.90 FEET; THENCE SOUTH 00° 41'42" WEST, 280.00 FEET TO SAID POINT OF I BEGINNING. REGISTERTED CONTAINS 19.638 ACRES, MORE OR LESS. PROFESSIONAL LAND SURVEYOR OREGON I NOV. 18, 1998 MICHAEL D. FRANK 53854 QCMCwal - /G 43 f 1p'S EXHIBIT A (Page 2 of 4) Including Tax Lot 600 Escrow No. 08-838878-*B-Z8 Title Order No. 00838878' Beginning at a point orth 89049' West, 1409.7 feet and 640 feet North 0043' East of the Southeast comer of Section 5, Township South, Range 1 West, Willamette Meridian, Washington County, Oregon. being the Northeast carver of a tract conv ed to Fletcher Rockwood, et ux, by Deed recorded September 7, 1957, in Book 397, Page 547, Deed Records; thenc South 89044'17- East along the Easterly projection of the North line of said Rockwood Tract, 85.83 feet; thence N rth 01043' East. 160 feet thence North 79030' West 225.74 feet to the Easterly right-of-way fine of Sunrise Lane; ence South 14°18' East, 90 feet and South 4°14'45' West, 119.8 feet to the North fine of said. Rockwood Tract. thence South 89044'17" East. 142.17 feet to the place of beginning. EXHIBIT A (Page 3 of 4) Order No: 267915 Including Tax Lot 700 A tract of land,in the southeast one-quarter of Section 5, Township 2 South, Range 1 West of the Willamette Meridian, in the County of Washington and State of Oregon, described as follows:. . BEGINNING at an iron pipe set North 89049' West 1409.7 feet and North 0043' East 449.57 feet from the Southeast corner of Section 5, Township 2 South, Range 1 West of the Willamette Meridian; running thence North 89049' West a distance of 171.09 feet to a point on the center line of a 40 foot roadway described on Page 81 of Book 147, Washington County, Oregon, Deed Records, from which an iron pipe bears South 89049' East, a distance of 20.05 feet; thence North 4°12' East along the center line of said 40 foot wide roadway a distance of 190.90 feet to the Northwest corner of tract described in Deed to Elton C. Phillips, et ux, recorded in Book 473, Page 227, Deed Records of Washington County, Oregon, from which an iron rod bears South 89049' East a distance of 20.00 feet; thence South 89049' East a distance of 159.5 feet to an iron rod; thence South 0043' West a distance of 190.43 feet to the point of beginning. j EXHIBIT A (Page 4 of 4) Including Tax Lot 1800 A tract of land located within the southeast one-quarter of Section 5, Township 2 South, Range 1 West, Willamette Meridian, Washington County, Oregon, being more particularly described as follows: Commencing at the corner to section 4,5,8,and 9, Township 2 South, Range 1 West W.M.; thence N 89° 50' 44" W a distance of 451.8 feet; thence N 00° 56' 42" E a distance of 20.00 feet to the True point of Beginning; thence N 00° 56' 42 E a distance of 530 to the center of the ravine; thence N 22°25' 19" W, along the center of the ravine, a distance of 750 more or less; thence N 89° 28' 42" a distance of 70 feet more or less; thence S 00° 4142" W a distance of 393.64 feet; thence S 89° 50' 44" E a distance of 100 feet; thence S 00° 41' 42" W a distance of 480 feet; thence S 89° 50' 44" E a distance of 112.90 feet; S 00° 41' 42" W a distance of 280 feet; thence S 89° 50' 44" E a distance of 120 feet to the true point of beginning. 2S 1 05DD ~ " ra • ,Y. w, Mx,eiWNxI,fYHH,(11Y.rylW ~;•11b1 • ~g 7,1~p4'x •:rr,.:r'~,iwu-„ '>;49'>;'` SW KLIPSAN•;LANE § M f I~ na.o I axnir.»:sn,rnira.,.r...nni" • 74~ S 7300 'CWRf 1 I Y ,m, N 3.3900 370 30 • r-J,:' I 8 14 1 8 ariN .:c r M I: m I 7000 8B 2 a wo o 8 2 Ys 1I G o lam %N< mdN awin., ceaM:` Liir 44 z y. m 9 39 15 00 3100 § D . , 9700 8 ,am ,2 ■ _ : 26a300 xtl,l a5 43 9 iMS!.: IN141: .yul, jMiN, wt 4lal ,n.x 9 4000 8 3600 g M1. 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D; 13125 SW Hall Blvd Tigard, OR 97223 (503) 639-4171 H http:/Awww.ci.tigard.or.us Plot date: Oct 7, 2005; C:\magicWIAGIC03.APR Community Development z Agenda Item: Hearing Date: October 25, 2005 7:30 PM STAFF REPORT TO THE CITY COUNCIL FOR THE CITY OF TIGARD, OREGON CITY OFTIOARD Community Developmettt ShapingA Better Community SECTION I. APPLICATION SUMMARY FILE NAME: SUNRISE LANE ANNEXATION CASE NO.: Zone Change Annexation (ZCA) ZCA2005-00004 APPLICANT: DR Horton, Inc, - Portland APPLICANT'S WRG Design, Inc. c/o J/T Smith Companies REP.: 5415 SW Westgate Drive 4386 SW Macadam, Suite 102 Portland, OR 97221 Portland, OR 97239 OWNER: Angelo and Rosina Cortese OWNER: Dwight and Paula Cash 15175 SW Sunrise Lane 14885 SW Sunrise Lane Tigard, OR 97224 Tigard, OR 97224 OWNER: James L Corliss OWNER: Leslie and Carol Inman PO Box 23970 15630 SW Greens Way Tigard, OR 97224 Tigard, OR 97224 OWNER: Providence Newberg Health OWNER: Steven and Joan Nelson Foundation 14775 SW Sunrise Lane 25300 Lone Oak Street Tigard, OR 97224 Hillsboro, OR 97123 OWNER: Patricia Marshall OWNER: Richard & Michelle Crombie 14765 SW Sunrise Lane 15165 SW Sunrise Lane Tigard, OR 97224 Tigard, OR 97224 OWNER: Jennifer & Leighton Walsh 15169 SW Sunrise Lane Tigard, OR 97224 PROPOSAL: The applicant is requesting annexation of nine (9) parcels containing 19.95 acres into the City of Tigard. An additional adjacent 5.66 acres has been included by means of consent by Patricia Marshall, Michelle Crombie and Leighton Walsh. Therefore, this annexation is for twelve . CURRENT (12) parcels totaling 25.61 acres. ZONING DESIGNATION: R-7, Medium Density Residential. The R-7 zoning district is designed to accommodate attached single-family homes, detached single-family homes with or without accessory residential units, at a minimum lot size of 5,000 square feet, and duplexes, at a minimum lot size of 10,000 square feet. Mobile home parks and subdivisions are also permitted outright. Some civic and institutional uses are also permitted conditionally. LOCATION: North of Bull Mountain Road at 150th and Sunrise Lane; WCTM 2S105DD Tax Lots 400, 500, 600, 700, 1000, 1100, 1300, 1400, 1500, 1600, 1700 and 1800. STAFF REPORT TO THE CITY COUNCIL PAGE 1 OF 6 ZCA2005-00004 - SUNRISE LANE ANNEXATION 10/25/05 PUBLIC HEARING APPLICABLE REVIEW CRITERIA: Community Development Code Chapters 18.320 and 18.390; Comprehensive Plan Policies 2 and 10; Metro Code Chapter 3.09; and ORS Chapter 222. SECTION II. STAFF RECOMMENDATION Staff recommends that the Council find that the proposed annexation will not adversely affect the health, safety and welfare of the City. Therefore, staff recommends APPROVAL of the annexation by adoption of the attached ordinance and consideration of the addition of the Sunrise Lane right-of-way where it abuts the subject parcels. SECTION III. BACKGROUND INFORMATION Site Information and Proposal Description: parcel that is Contigguous tot the city limits may apply for annexation at any time. The City requires that an applicant or property owner annex the property before submitting a land use application. The applicant/owner, DR Horton, has not applied for subdivision review at this time, ending approval of the proposed annexation. The total area represented in the applicant s annexation request is 19.95 acres comprised of nine (9) parcels, three of which are contiguous to the present city limits along their northern boundaries. Three additional parcels, totaling 5.66 acres, located adjacent to the lots in the proposed annexation have been included by means of consents by Patricia Marshall, Michelle Crombie and Leighton Walsh. Therefore, this annexation is for twelve (12) parcels totaling 25.61 acres. NOTE: It is the City's practice to annex all rights-of-way adjacent to parcels being annexed. The right-of-way for Sunrise Lane was inadvertently omitted in the proposed boundary description and accompanying map. As this was discovered after notice had been sent, the Council should consider, under consultation with the City Attorney, adding the right-of-way of Sunrise Lane where it abuts the subject parcels. Vicinitv Information: The subject properties are located North of Bull Mountain Road at 150th and Sunrise Lane; including Tax Lots 400, 500, 600, 700, 1000, 1100, 1300, 1400, 1500, 1600, 1700 and 1800, WCTM 2S105DD. SECTION IV. APPLICABLE REVIEW CRITERIA AND FINDINGS The relevant criteria in this case are Tigard Comprehensive an Policies 2.1.1, 10.1.1, 10.1.2, and; Tigard Community Development Code Chapter 18.320. Staff has determined that the proposal is consistent with the relevant policies of the Comprehensive Plan based on the following findings: Comprehensive Plan Policy . . e ity shall maintain an ongoing citizen involvement program and shall assure that citizens will be provided an opportunity to be involved in all phases of the planning process. This Policy requires an ongoing citizen involvement program. Interested parties and surrounding property owners within 500 feet have been notified of the public hearing and notice of the hearing has been published in a newspaper of general circulation. The site has been posted since September 9, 2005. STAFF REPORT TO THE CITY COUNCIL PAGE 2 OF 6 ZCA2005-00004 - SUNRISE LANE ANNEXATION 10/25/05 PUBLIC HEARING Policy 10.1.1: The City shall review each of the following services as to adequate capacity, or such services to be made available, to serve the parcel if developed to the most intense use allowed, and will not significantly reduce the level of services available to developed and undeveloped land within the City of Tigard. The services are: water, sewer, drainage, streets, police, and fire protection. This policy requires adequate service capacity delivery to annexed parcels. The City of Tigard Police, Engineering and Water Departments, NW Natural Gas, Tualatin Valley Fire and Rescue, have all reviewed the annexation request and have oered no objections. Sta~ finds that there are two roads to the subject property (SW 147' Terrace and SW 150 Avenue), a 6" water line in SW 150th Avenue to Sunrise Lane, no sewer lines to the subject parcels, and drainage on the site.presently provided by two natural drainageways. Before the land is developed at its designated capacity of 7 units to the gross acre, the subdivision review will require that adequate facilities are available and upsized if necessary to handle the development. By providing this infrastructure, the site will have adequate service capacity. This policy is satisfied. If required by an adopted capital improvements program ordinance, the applicant shall sign and record with Washington County a non-remonstrance agreement regarding the following: The formation of a local improvement district (L.I.D.) for any of the following services that could be provided through such a district. The extension or improvement of the following: water, sewer, drainage and streets. The formation of a special district for any of the above services or the inclusion of the property into a special service district for any of the above services. Staff finds that no L.I.D's currently encumber the subject parcels. All public infrastructure listed above will have to be completed before the land is subdivided by a subdivision plat. The costs of providing such services will be borne by the applicant. Since there are no capital improvements identified for this site, no non-remonstrance agreement is necessary. The City shall provide urban services to areas within the Tigard urban planning area or with the urban growth boundary upon annexation. The City of Tigard has an urban services agreement with Washington County for those areas within the City's urban growth boundary. This policy has been complied with. Policy 10.1.2: approval of proposed annexations of land by the city shall be based on findings with respect to the following: the annexation eliminates an existing "pocket" or "island" of unincorporated territory; or the annexation will not create an irregular boundary that makes it difficult for the police in an emergency situation to determine whether the parcel is within or outside the city; the police department has commented upon the annexation; the land is located within the Tigard urban planning area and is contiguous to the city boundary; the annexation can be accommodated by the services listed in 10.1.1-(a). This Policy pertains to boundary criteria for annexations. The proposed annexation will not eliminate an existing "pocket" or "island of unincorporated territory; however the annexation will also not create an irregular boundary making it difficult for police to determine whether a particular parcel is in or outside the city. The proposed annexation will incorporate the entire subdivision boundary for Sunrise Lane. All future lots within the subdivision will be inside city limits.. The police department has commented on the proposed annexation request and did not voice any objections. The land is within the Urban Services. Area inside the Urban Growth Boundary and is bordered by the city limits on the northern side. Services to the subject property are addressed above. This policy is met. Community Development Code ec ion Tnis fiction addresses approval standards for annexation proposals: STAFF REPORT TO THE CITY COUNCIL PAGE 3 OF 6 ZCA2005-00004 - SUNRISE LANE ANNEXATION 10/25/05 PUBLIC HEARING All services and facilities are available to the area and have sufficient capacity to provide service for the proposed annexation area; Adequate service (water, sewer, drainage, streets, police, and fire protection) capacity is available to serve the annexed parcels. The City of Tigard Police, Engineering and Water Departments, NW Natural. Gas, Tualatin Valley Fire and Rescue, have all reviewed the annexation request and have offered no objections. Additionally, the adequacy and availability of services to serve the intended R-7 Medium Density residential development will be reviewed and conditioned as necessary as part of the Sunrise Lane subdivision review. Therefore, this policy is satisfied. The applicable comprehensive plan policies and implementing ordinance provisions have been satisfied. Applicable Comprehensive Plan policies have been addressed above. The implementing ordinance provisions of ORS 222, TCDC 18.390, and Metro Code 3.09 were followed in processing this annexation request. Conformance with other development code provisions will be addressed at the time the property develops. This standard has been met. Assignment of comprehensive Ian and zoning designations. The comprehensive shall be the City's pan designation an the zoning designation placed on the prope rty zoning district which most closely implements the City's or Coun 's comprehensive plan map designation. The assignment of these designations shall occur automatically and concurrently with the annexation. In the case of land which carries County designations, the City shall convert the County's comprehensive plan map and zoning designations to the City designations which are the most similar. A zone change is required if the applicant requests a comprehensive plan map and/or/zoning map designation other than the existing designations. (See Chapter 18.380). A request for a zone change can be processed concurrently with an annexation application or after the annexation has been approved. The subject property is in the Urban Service Area and is zoned R-7 medium density residential, pursuant to the City of Tigard's Urban Services Intergovernmental Agreement. (The R-7 zoning designation is consistent with the original Washington County's R-6 zoningg designation as shown in the table below. The City's zoning was adopted by the County with the City's R-7 zoning district when the Intergovernmental Agreement was signed between the county and the city to provide city planning services to this area. Therefore, the property does not. need to be rezoned upon annexation. According to Section 18.320.020.C, the City's Comprehensive plan and zoning designations occur automatically and concurrently with the annexation. Conversion table. Table 320.1 summarizes the conversion of the County's plan and zoning designations to City designations which are most similar. (See table on the following page) STAFF REPORT TO THE CITY COUNCIL PAGE 4 OF 6 ZCA2005-00004 - SUNRISE LANE ANNEXATION 10/25/05 PUBLIC HEARING TABLE 320.1 CONVERSION TABLE FOR COUNTY AND CITY PLAN AND ZONING DESIGNATIONS Washington County Land Use City of Tigard Zoning City of Tigard Districts/Plan Designation Plan Designation R-5 Res. 5 units/acre R-4.5 SFR 7,500 sq. ft. Low density 1-5 units/acre R-6 Res. 6 units/acre R-7 SFR 5,000 sq. ft. Med. density 6-12 units/acre R-9 Res. 9 units/acre R-12 Multi-family 12 units/acre Med. density 6-12 units/acre R-12 Res. 12 units/acre R-12 Multi-family 12 units/acre Med. density 6-12 units/acre R-15 Res. 15 units/acre R-25 Multi-family 25 units/acre Medium-High density . 13-25 units/acre R-24 Res. 24 units/acres R-25 Multi-family 25 units/acre Medium-High density 13-25 units/acre Office Commercial C-P Commercial Professional CP Commercial Professional NC Neighborhood Commercial CN Neighborhood Commercial CN Neighborhood Commercial CBD Commercial Business CBD Commercial Business District CBD Commercial Business District District GC General Commercial CG General Commercial CG General Commercial IND Industrial I-L Light Industrial Light Industrial■ Metro 1G-eTr-o 3.09 requires the additional standards to be addressed in annexation decisions, in addition to the local and state review standards. These are addressed and satisfied as discussed below: Consistency with the directly applicable provisions in an urban service provider agreement or annexation plan adopted pursuant to ORS 195.065; The processing has been done consistent with applicable Urban Service Provider agreements. Consistency with directly applicable provisions of urban planning or other agreement, other than agreements adopted pursuant to ORS 195.065, between the affected entity and a necessary party; The process required by the Development Code and Comprehensive Plan is consistent with the Urban Planning Agreement for annexations. Consistency with specific directly applicable standards or criteria for boundary changes contained in comprehensive land use plans and public facility plans; This has been discussed previously in this report and, as discussed, this criterion is satisfied. STAFF REPORT TO THE CITY COUNCIL PAGE 5 OF 6 ZCA2005-00004 - SUNRISE LANE ANNEXATION 10/25/05 PUBLIC HEARING Consistency with specific directly applicable standards or criteria for boundary changes contained in the Regional Framework Plan or any functional plans; Because the Development Code has been amended to comply with applicable Metro functional plan requirements, by complying with the Development Code and Comprehensive Plan, the annexation is consistent with the applicable Functional Plan and the Regional Framework plan. Whether the. proposed changes will promote or not interfere with the timely, orderly and economic provisions of public facilities and services; The proposed annexation will not interfere with the provision of public facilities or services because it is adjacent to existing city limits and services, and the delivery of those services was anticipated as part of the urban services agreement which is intended to promote the timely, orderly, and economic delivery of those public facilities and services. If the proposed boundary change is for annexation of territory to Metro, a determination by Metro Council that the territory should be included in the Urban Growth Boundary shall be the primary criterion for approval; The subject property is already within the Metro boundaries. Consistency with other applicable criteria for the boundary change in question under state and local law. Consistency with other applicable criteria has been discussed previously in this report. SECTION V. AGENCY COMMENTS Washington County Department Of Land Use & Transportation, Verizon, Qwest Communications, Northwest Natural Gas, Beaverton School District #48, Comcast Cable Corporation, Portland General Electric, Metro Area Communications, Cleanwater Services, Metro Land Use & Planning, Tualatin Hills Park & Rec. District, Tualatin Valley Water District, Tualatin Valley Fire & Rescue, and Tigard/Tualatin School District 23J have had the opportunity to review the proposal and have offered no objections. ,BASED ON THE FINDINGS INDICATED ABOVE, PLANNING STAFF RECOMMENDS APPROVAL OF ZONE CHANGE ANNEXATION (ZCA) 2005-00004 - SUNRISE LANE ANNEXATION. October 11 2005 PREPARED BY: Gary Pahenstecher DATE Associa a Planner October 11 2005 Richard P6Wersdorff DATE Planning Manager STAFF REPORT TO THE CITY COUNCIL PAGE 6 OF 6 ZCA2005-00004 - SUNRISE LANE ANNEXATION 10/25/05 PUBLIC HEARING Sunrise Lane - Reviewed by Tim Ramis Agenda Item #8 - October 25, 2005 Statement by City Attorney - Quasi-Judicial Land Use Hearing Procedures A copy of the rules of procedure for today's hearing is available at the entrance. The staff report on this hearing has been available for viewing and downloading on the City's website and a paper copy of the staff report has been available in the Tigard Public Library for the last seven days. The Council's role in this hearing is to make a land use decision under existing laws. The Council cannot change the law for the land use application now under consideration. Any person may offer testimony. Please wait until you are asked to speak by the Mayor and try to limit your remarks to the application standards for the application. Members of the City Council will be asked whether they have any conflicts of interest. If a Council member has an actual conflict, the Council member will not participate. Council members must declare any contacts about this case with a member of the public. Council members must also declare if they have independent knowledge of relevant facts, such as from a visit to the site in question. A Council member who describes ex parte contacts or independent information may still participate in the decision. After the discussion of conflicts and ex parte contacts, any person may challenge the participation of a Council member or rebut any statements made. The Council member in question may respond to such a challenge. Tonight, City staff will summarize the written staff report. Then the parties requesting annexation and those in favor of the proposal testify. Next witnesses who oppose the application or who have questions or concerns testify. If there is opposition or if there are questions, the proponents can respond to them. The Council members also may ask the staff and the witnesses questions throughout the hearing until the record closes. After all testimony is taken, including any rebuttal, the proponents can make a closing statement. After the record is closed, the City Council will deliberate about what to do with the application. During deliberations, the City Council may re-open the public portion of the hearing if necessary to receive additional evidence before making a decision. You may testify orally or in writing before the close of the public record to preserve your right to appeal the Council's decision to the Land Use Board of Appeals. You should to raise an issue clearly enough so that Council understands and can address the issue precludes an appeal on that issue. Please do not repeat testimony offered by yourself or earlier witnesses. If you agree with the statement of an earlier witness, please just state that and add any additional points of your own. Please refrain from disruptive demonstrations. Comments from the audience will not be part of the record. The point is, come to the microphone to get your comments on the tape, otherwise, they won't be preserved for appeal. When you are called to testify, please come forward to the table. Please begin your testimony by giving your name, spelling your last name, and give your full mailing address including zip code. If you represent someone else, please say so. If you have any exhibits you want us to consider, such as a copy of your testimony, photographs, petitions, or other documents or physical evidence, at the close of your comments you must hand all new exhibits to the City Recorder ,who will mark these exhibits as part of the record. The City staff will keep exhibits until appeal opportunities expire, and then you can ask them to return your exhibits. i:radm\cathytccatquasi judicial rules of procedurekutes of procedure - city aftomy qj statement - #8 sunrise tane.doc Entered into the Record on ~s5 CITIZEN PARTICIPATION ORGANIZATION 4B By. ken 1Ae(%SGhQ L BULL MOUNTAIN/TIGARD BOUNDARY AREAS - RESOLUTION NO. 05-10 I Agenda Item# g A RESOLUTION ADVISING THE CITY OF TIGARD THAT CPO 4B STRONGLY OBJECTS TO ANY CITY OF TIGARD REQUIREMENT THAT A SUBDIVIDER OR DEVELOPER OF LAND IN UNINCORPORATED WASHINGTON COUNTY BE REQUIRED, DIRECTLY OR INDIRECTLY, TO ANNEX SAID LAND TO CITY AS A CONDITION OF ANY CITY ACCEPTANCE OR APPROVAL IN THE DEVELOPMENT PROCESS CONCERNING SAID DEVELOPMENT INCLUDING, WITHOUT LIMIT, ANY PERMIT PROCESS. THIS RESOLUTION INCLUDES THE PROPOSED SUNRISE LANE ANNEXATION (ZCA 2005-0004) AND ALL OTHERS WHEREAS, CPO 413, meeting at its scheduled time/date, has authority by a simple majority vote to adopt resolutions advising local governments of matters which affect persons and properties within the boundaries of CPO 413; and WHEREAS, OAR 660-015-0000(1) Oregon's Statewide Planning Goals & Guidelines (Goal 1- Citizen Involvement) encourages the involvement of citizen groups in the planning process; and WHEREAS, CPO 4B is a recognized Citizen Participation Organization of Washington County and includes a majority of residents in the Bull Mountain and Tigard areas; and WHEREAS, The decision of governance of unincorporated Bull Mountain is currently in flux; and WHEREAS, the Members of CPO 4B have formed the Bull Mountain Governance Committee to study the governance issue; and WHEREAS, residents of unincorporated Bull Mountain voted 89% again annexing to the City of Tigard in the November 2004 election, yet 100% of the property owners being piecemeal annexed to Tigard agreed to annex because they would otherwise have their permits denied; and WHEREAS, CPO 4B Members find the practice of a city forcing governance on an area as a precondition to the issuance of permits to be inherently unfair, because even though the property owners give their consent to annex, that consent is implicitly coerced, as the property owners could not develop their property without providing such consent; and WHEREAS, the City of Tigard does not directly provide Urban Services to the unincorporated areas of Bull Mountain; and WHEREAS, during the City of Tigard annexation hearings of September 13, 2005 regarding ZCA 2005-0001 to 0003 and ZCA 2004-0004, "Supplemental Findings" state that "for consents that were provided in connection with a land use approval, the time to challenge the city's authority to impose the consents was during the land use process. In each case the land use process has been completed and the appeal period has passed. The requirement to provide a consent to annexation can no longer be challenged." However, in the Sunrise Lane Annexation (ZCA 2005-00004), the annexation process is taking place PRIOR to the land use process, creating a different standard for different annexations, thus depriving interested parties their legal right of due process; and 1 i WHEREAS, developers who annex are required to pay Parks System Development Charges and Traffic Impact Fees to accommodate growth, but to date none of these funds have been used to directly serve the areas being developed, violating the Intergovernmental Agreement (IGA) and creating an unfair situation for both developers and future residents of those developments; and WHEREAS, requirements to annex have caused developers lengthy delays in permit approval (see staff report for Arlington Heights III); and WHEREAS, the City of Tigard offers developers waivers from provisions of the Bull Mountain Community Plan (the only comprehensive plan covering Bull Mountain) if the developers consent to annex, causing irrevocable harm and stress to the Bull Mountain community; and WHEREAS, the practice of requiring annexation as a condition of permit approval is causing irrevocable harm and stress to the Bull Mountain community; and NOW, THEREFORE BE IT RESOLVED by CP04B that: SECTION 1: CPO 4B strongly objects to the City of Tigard's practice of forcing annexation as a condition of permit approval, as it relates to the proposed Sunrise Lane Annexation (ZCA 0005- 00004) and others. SECTION 2: CPO 4B strongly urges the City of Tigard to cease and desist the practice of forcing annexation as a condition of permit approval. AND THEREFORE CP04B DOES HEREBY STRONGLY OBJECT TO ANY CITY OF TIGARD REQUIREMENT THAT A SUBDIVIDER OR DEVELOPER OF LAND IN UNINCORPORATED WASHINGTON COUNTY BE REQUIRED, DIRECTLY OR INDIRECTLY, TO ANNEX SAID LAND TO CITY AS A CONDITION OF ANY CITY ACCEPTANCE OR APPROVAL IN THE DEVELOPMENT PROCESS CONCERNING SAID DEVELOPMENT INCLUDING, WITHOUT LIMIT, ANY PERMIT PROCESS. THIS RESOLUTION INCLUDES THE PROPOSED SUNRISE LANE ANNEXATION (ZCA 2005-0004) AND ALL OTHERS SECTION 3: This writing of and presentation of this Emergency Resolution passed by a majority vote of CPO 4B Steering Committee Members on October 13, 2005 at the CPO 413 Steering Committee Meeting. SECTION 4: This resolution is effective immediately upon passage. PASSED: This 13'' Day of October 2005. K.ew }t~ ~Tauel g Ken Henschel Julie Russell CPO 413 Chairperson CPO 4B Vice-Chairperson CPO 413: 16200 SW Pacific Hwy. Ste H-242 Tigard, OR 97224-3494 CP04B@comcast.net 2 Entered into the Record on JU Q~ LDt~ . EXHIBIT A By: (Page 3 of 4) Agenda Item# Exhibit Order No: 267915' Including Tax Lot 700 A tract of land.in the Southeast one-quarter of section 5,-Township 2 South, Range 1 West of the Willamette Meridian, in the County of Washington and State of Oregon, described as follows:. BEGINNING at an iron pipe set North 89049' West 1409.7 feet and North 0043' East 449.57 feet from the Southeast corner of Section 5, Township 2 South, Range 1 West of the Willamette Meridian; running thence North 89049' West a distance of 171.09 feet to a point on the center line of a 40 foot roadway described on Page el of Book 147, Washington County, Oregon, Deed Records, from which an iron pipe bears south 89049' East, a distance of 20.05 feet;. thence North 4012' East along the center line of said 40 foot wide roadway a distance of 190.90 feet to the Northwest corner of tract described in Deed to Elton C. Phillips, et ux, recorded in Book 473, Page 227, Deed Records of Washington County, Oregon, from which an iron rod bears South 89049' East a distance _of 20.00 feet; thence South 89049' East a distance of-159.5 feet to an iron rod; thence South 0043' West a distance of 190.43 feet to the point of beginning, except that portion lying in-Sunrise Lane. AGENDA ITEM # "I FOR AGENDA OF October 25.2005 CITY OF TIGARD, OREGON COUNCIL AGENDA ITEM SUMMARY ISSUE/AGENDA TITLE Annual Police RWort PREPARED BY: Brenda Abbott DEPT HEAD OK CITY MGR OK ISSUE BEFORE THE COUNCIL Presentation to Council by Chief Dickinson to provide Council with the annual update on crime trends and Department initiatives. STAFF RECOMMENDATION Receive report. INFORMATION SUMMARY In addition to reviewing crime trends and department accomplishments and initiatives, the Chief will discuss how the Police Department is coping with the forces of change at work in law enforcement and where the Department is spearheading change. OTHER ALTERNATIVES CONSIDERED Not applicable. VISION TASK FORCE GOAL AND ACTION COMMITTEE STRATEGY The Chief s Annual Report will cover the following goals from the Tigard Beyond Tomorrow Progress Report 2004 Public Safety section: Goal #1) The community residents, business owners, and service providers will understand their roles through effective communication to successfully enhance public safety and emergency services. Goal #4) Police Outreach: Better communication with all citizens. The report will also cover topics in the Transportation and Traffic section of Tigard Beyond Tomorrow: Goal #1 Improve traffic safety. ATTACHMENT LIST None. FISCAL NOTES Not applicable. Police Department Annual Report Presented to City Council Date of Last Report: September 28, 2004 Progress & Achievements Chief Bill Dickinson I. The world of law enforcement continues to change rapidly A) Types of crimes committed are changing B) The tools we have to fight crime are changing C) The training required is changing D) The manner in which we fight crime is changing II. Forces of change A) Increasing population density, increasing traffic B) Technological advances C) Legal constraints D) Role of law enforcement is changing III. The force of change impacts A) Crime trends B) Our goals & achievements C) Our future plans IV. Crime Trends Update A) Meth Use: one area of change having many layers of impact i.) The impact of the explosion of meth epidemic: a.) changed how we respond b.) changed how we function once on scene c.) changed how we staff d.) changed how we train e.) changed how we investigate f.) DHS referrals V. Progress A) Strategic Plan Development B) Technological Progress C) Staffing Progress D) Highlight the big accomplishments, not necessarily by division VII. Future Goals and Challenges A) Revise policies and G.O.s B) Integrate PD staff with new GIS Coordinator Position C) TPOA Contract Negotiations Begin in November D) Prepare for Commuter Rail E) Traffic Safety F) Address Future Accreditation Plans G) Plan for New PD Facility H) Evaluate Staffing & Procedures In Property & Evidence I) Begin Paperless Reporting Processing Planning J) Maximize Opportunities for Revenue K) Closely Evaluate Detective Staffing & Workload L) Fully Develop Strategic Plan Document AGENDA ITEM # / 0 FOR AGENDA OF October 25, 2005 CITY OF TIGARD, OREGON COUNCIL AGENDA ITEM SUMMARY ISSUE/AGENDA TITLE Clean Water Services' Request for Waiving of Application Fees for Community Development Code and Comprehensive Plan Amendments PREPARED BY: Gary Pagenstecher DEPT HEAD OK CITY MGR OK lJ~ 16 ISSUE BEFORE THE COUNCIL Should the Council approve Clean Water Services' (CWS) request to waive application fees for its proposed Community Development Code and Comprehensive Plan Amendments? STAFF RECOMMENDATION Staff recommends the Council deny CWS's request to waive the application fees. INFORMATION SUMMARY Clean Water Services (CWS) is the regional surface water, stormwater, and sanitary sewer service provider for urban Washington County, working in cooperation with local jurisdictions to improve water quality and manage water quantity in efforts to meet the intent of the Clean Water and Endangered Species Act. CWS is proposing to amend the Tigard Comprehensive Plan and Development Code to allow for the implementation of stream enhancement activities in significant wetland areas (presently prohibited without a Comprehensive Plan Amendment, a Type IV review, to remove Goal 5 protection). CWS believes the fee waiver is permitted pursuant to Section 3.C, Item 8 of the CWS/City Intergovernmental Agreement, dated January 25, 2005. However, for two reasons, outlined in the attached Memorandum to Council, staff believes the applicant has misconstrued this provision, which is not applicable to the fee waiver request. VISION TASK FORCE GOAL AND ACTION COMMITTEE STRATEGY N/A ATTACHMENT LIST Attachment 1: August 22, 2005 Clean Water Services Letter Request Attachment 2: September 30, 2005 Staff Memorandum to Council Attachment 3: Intergovernmental Agreement between City of Tigard and Clean Water Services FISCAL NOTES If the Council waives the application fee in whole, or in part, for the proposed Amendments, the City will bear the cost of uncompensated planning staff time required to process the application in the amount established by the City of Tigard Land Use Applications 05/06 Fee Schedule ($10,100.00). It has been the City Council policy to offset the cost of providing planning services with fee charges for applications. This includes both the Long Range Planning surcharge as well as the fee to cover the average cost of processing the application. r ; Attachment 1 CleanWater Services Uur conimitmcnt is clear. August 22, 2005 Tigard City Council 13125 SW Hall Blvd Tigard, OR 97223 RE:- Request for Fee Waiver and Timeline Assurances for Type IV Land Use Code Changes Clean Water Services (District) is the regional surface water, stormwater and sanitary sewer service provider for urban Washington County. We work in cooperation with local jurisdictions to improve water quality and manage water quantity in efforts to meet the intent of the Clean Water and Endangered Species Acts. In fall of 2003 the District applied for a land use permit to implement a $200,000 stream enhancement project to improve water quality along a degraded stretch of Fanno creek in Tigard. The application was ultimately withdrawn in the summer of 2004 when the City determined that its code would not allow for land form alterations in floodplain areas that were also designated significant wetland features under the Goal 5 planning rule. The code prevents both the District and City from being able to make sound, scientifically-based improvements that will benefit the resource and our community. The City staff indicated that they did not have the resources to prepare a code revision to address the impediment. Consequently, the District prepared the revisions to the Tigard Development Code in Sections 18.775 and 18.790 to allow for the implementation of stream enhancement and other necessary activities in Goal 5 resource areas, without altering the designation as a significant natural resource area. The District obtained concurrence from the Department of Land Conservation and Development that the code revisions will not impact the City's Goal 5 Safe harbor compliance. The code changes were submitted in March 2005 along with a request for a fee waiver pursuant to Section 3.C. item 8. of the District / City Intergovernmental Agreement (IGA) dated January 25, 2005. The District requested the fee waiver for the permit application to the extent that the City waives such internal code re-writes upon itself. According to City staff, the planners do not charge themselves for re-writing code. It is the Districts' understanding that the fee waiver of $9,796 must be made by the City Council. In addition, there is no time limit on the review of Type IV land use reviews. Given the extended time frame of the current process, the District asks that the Council consider directing staff to quickly remedy these code language changes by the end of the calendar year, so that the District can spend its regional funds enhancing streams in the City of Tigard. If you have any questions, please do not hesitate to contact the project manager Kendra Smith at 503.681.4425 or smithk()cleanwaterservices.org. Sir} rely C tant General Manager Clean a rvices 2550 SW Hillsboro Highway • Hillsboro, Oregon 97123 Phone: (503) 681-3600 • Fax: (503) 681-3603 • www.CleanWaterServices.org Attachment 2 MEMORANDUM CITY OF TIGARD, OREGON 13125 SW Hall Boulevard Tigard, Oregon 97223 (503) 639-4171 Fax 684-7297 TO: City Councilors FROM: Tom Coffee, Interim Community Development Director Gary Pagenstecher, Associate Planner DATE: September 30, 2005 SUBJECT: Clean Water Services Request For Fee Waiver For An Application To Amend The Tigard Comprehensive Plan And Development Code. Clean Water Services (District) is the regional surface water, stormwater and sanitary sewer service provider for urban Washington County. The District works in cooperation with local jurisdictions to improve water quality and manage water quantity in efforts to meet the intent of the Clean Water and Endangered Species Act. The District is proposing to amend the Tigard Comprehensive Plan and Development Code to allow for the implementation of stream enhancement activities in significant wetland areas (presently prohibited without a Comprehensive Plan Amendment, a Type IV review, to remove Goal 5 protection). The District believes the fee waiver is permitted pursuant to Section 3.C, Item 8 of the District /City Intergovernmental Agreement (IGA), dated January 25, 2005. For two reasons, staff believes the applicant has misconstrued this provision, which is not applicable to the fee waiver request: Section 3.C, Item 8 applies to the "installation of storm and surface water facilities and sewerage facilities in the public streets and ways of [the] City The proposed stream enhancement activity would occur in wetlands and riparian corridors. Therefore, both the proposed activity and the location in which it would occur are not included in Item 8. Section3.C, Item 8 further qualifies any waivers to apply "only to the same extent as the City waives such fees for itself The City waives application fees for projects that are supported by the general fund. It does not waive application fees for projects that are supported by enterprise funds, such as projects proposed by the Water and Public Works Departments. Furthermore, fees are not waived for other agencies, such as Clean Water Services. The District points out that both the City and the District are cooperatively involved in resource enhancement projects and that the proposed plan and code amendments would serve the interests of both jurisdictions in the future. The standards applied to resource protection were developed to meet the statewide provisions of Goal 5. The safe harbor provisions apply the state model code in lieu of a complete resource evaluation for designated sites. This process calls for an ESEE analysis to remove Goal 5 protection from significant wetlands. It serves as a protection for the resources. Where the District is in the business of stream resource enhancement, the City of Tigard is not. As a result, the proposed amendment will primarily benefit the District's efforts at resource enhancement. Attachment 3 INTERGOVERNMENTAL AGREEMENT BETWEEN CITY OF TIGARD AND CLEAN WATER SERVICES THIS AGREEMENT is made and entered into as of the day of. i , 2005, between the City of Tigard a municipal corporation of the State of Oregon, hereinafter referred to as "City," and Clean Water Services, formerly Unified Sewerage Agency, a municipal corporation and county service district, hereinafter referred to as the "District." WHEREAS as a county service district organized under ORS 451, the District has legal authority for the sanitary sewerage and storm water (surface water) management programs within its boundaries consistent with relevant laws, rules and agreements: The District is the NPDES/Watershed/MS-4 Permit holder, and operates and maintains wastewater treatment facilities, surface water collection system and sanitary sewer systems within unincorporated areas and within certain cities within its boundaries; and WHEREAS the City has certain legal authority relative to the operation and maintenance of the sewerage and surface water management systems as provided for under its charter, relevant laws, rules and the Agreement. The City performs a variety of functions critical to the operation, maintenance and management of sewerage and surface water management facilities as outlined in the Agreement. It is anticipated that this Agreement may periodically require updating or modification by agreement of the parties; and WHEREAS as a county service district organized under ORS 451, the District has the legal authority for the sanitary sewerage and storm water (surface water) management programs within its boundaries consistent with relevant laws, rules and agreements. The District performs watershed, sub-basin and facility planning, develops standards and work programs, is the permit holder, and operates and maintains wastewater treatment facilities, surface water collection system and sanitary sewer systems within unincorporated areas and within certain cities within its boundaries. The District also performs various ancillary functions throughout the basin and within various cities; and WHEREAS in 1970, City, by action of its Council pursuant to an election duly conducted within the boundaries of the District, agreed to be within such sanitary sewer district; and WHEREAS in 1989, City consented by action of its Council to have District manage storm and surface water drainage within the District's boundary, including those portions of the system within the City, and consented to the petition to the Portland Metropolitan Area Boundary Commission (Boundary Commission) to expand District's authority to include storm and surface water drainage management, which was granted by the Boundary Commission; and Page 1 of 17 - Agreement with City of / ~L c WHEREAS District and Washington County Cities have enjoyed a strong and effective partnership over more than three decades since District's formation. This partnership has greatly enhanced protection of public health and the environment and has been the foundation of enormous economic growth. Collaboration built through communication must remain as its cornerstone. Accordingly, the District and the City commit to cooperatively and openly engage each other in the timely discussion of topics of interest to the other party. A variety of forums and means will be employed to promote the above such as the Washington County Managers meetings, the City/District Technical Committee as well as ongoing individual communications.; and WHEREAS, City and District have the authority to enter into contracts for the cooperative operation of service facilities under ORS 451.560 and ORS Chapter 190; and WHEREAS, City and District previously entered into an Agreement for the cooperative operation of sanitary sewer and surface water facilities, and said Agreement is in need of amendment. NOW, THEREFORE, in consideration of the covenants and agreements to be kept and performed by the parties hereto, it is agreed as follows: Section 1. Definition of Terms Wherever the following terms are used in this agreement they shall have the following meaning unless otherwise specifically indicated by the context in which they appear: A. Area of Assigned Service Responsibility means the area set forth in the map attached as Exhibit A as may be amended. B. Board means the Board of Directors of the District, its governing body. C. Chief Executive Officer means the City official responsible for managing the day-to-day business affairs of City. D. Council means the City Council, governing body of City. E. Industrial Waste means any liquid, gaseous, radioactive or solid waste substance or a combination thereof resulting from any process of industrial or manufacturing business, or from the development or recovery of natural resources. For the purposes of this agreement, Industrial Waste shall also include any substance regulated under 33 USC Sec 1317, together with regulations adopted thereunder. F. Operation and Maintenance means the regular performance of work required to assure continued functioning of the storm and surface water system and the sanitary sewerage system and corrective measures taken to Page 2 of 17 - Agreement with City of ► I a, repair facilities to keep them in operating condition, and in compliance with the requirements of applicable laws, regulations, and permits. Operations and Maintenance Activities and responsibilities are defined in Appendix A. G. Order means Resolutions, Orders and Directives of the District prescribing general standards and conditions for construction or use of the storm and surface water facilities and the sanitary sewerage facilities, and Rates and Charges. H Person means the state of Oregon, any individual, public or private corporation, political subdivision, governmental agency, municipality, industry, co-partnership, association, firm, trust,. estate or any other legal entity whatsoever. 1. Program Fundin>; means the revenues made available to City through Section 4. of this agreement to follow the adopted work programs and performance standards. J. Rates and Charges are defined in the District's "Rates and Charges" Resolution and Order (R&O) No. 01-34, or as may be amended. The following terms when used in this agreement shall be as defined in that R&O: 1. Dwelling Unlit Equivalent (DUE) 2. Equivalent Service Unit (ESU) 3. Impervious Surface Area 4. Permit Application and Inspection 5. Sanitary Sewer Service Charge 6. Sanitary System Development Charge (SDC; Connection Charge) 7. Storm and Surface Water Service Charge 8. Storm and Surface Water System Development Charge K. Sanitary Sewerage System means any combination of sewer treatment plant, pumping or lift facilities, sewer pipe, force mains, laterals (to the limit of the public right-of-way and those which are subject to active rehabilitation), manholes, side sewers, laboratory facilities and equipment, and any other facilities for the collection, conveyance, treatment and disposal of sanitary sewage comprising the total publicly-owned Sanitary Sewerage System within District boundaries, to which storm, surface and ground waters are not intentionally admitted. L. Standards means the standards and conditions of use of the storm and surface water system and the sanitary sewer system as specified and adopted by the District. Standards also shall mean applicable statutes and rules of the United States and the State of Oregon. Nothing in this Page 3 of 17 - Agreement with City of agreement shall prevent the City from establishing more restrictive standards than those established by the District or standards that raise performance requirements. M. Storm and Surface Water System means any combination of publicly owned storm and surface water quality treatment facilities, pumping or lift facilities, storm drain pipes and culverts, open channels, creeks and rivers, force mains, laterals, (to the limit of the public right-of-way and those which are subject to active rehabilitation), manholes, catch basins and inlets, grates and covers, detention and retention facilities, laboratory facilities and equipment, and any other publicly owned facilities for the collection, conveyance, treatment and disposal of storm and surface water comprising the total publicly owned Storm and Surface Water System within District's jurisdiction, to which sanitary sewage flows are not intentionally admitted. N. Work Program and Performance Standards are adopted by the District after considering input from the cities to define the activities required to operate and maintain the sanitary sewer and storm and surface water systems. Section 2. Determination of Programs, Rules, Policies and Standards The District as the Permit holder is responsible for the management and operation of the sanitary sewer and storm and surface water systems within its boundaries. The City shares certain responsibilities for the operation and maintenance of the sanitary sewer and storm and surface water systems within the City limits. The District is the designated permittee who shall obtain and enforce timely compliance with relevant federal and delegated state Clean Water Act permits for treatment plants, collection systems, and stormwater. The District, in cooperation with the cities from time to time may adopt orders, standards, specifications, work programs, and performance criteria for the proper and effective operation of the sanitary sewer and storm and surface water systems and to comply with state and federal permits, laws and regulations. The District, when it adopts orders, standards, specifications, work programs and performance criteria shall give prior notice to the City of all proceedings wherein District Board shall consider such adoption. The District shall adopt such orders, standards, work programs and performance criteria only after the Board has addressed and considered the City's concerns, if any. Any such changes to work programs and performance standards that the Board determines are required by state and/or federal permits or regulations shall not be effective prior to 90 days from the date of adoption by District's Board or as otherwise mutually agreed to by the City and the District. The effective date of any changes to work programs and performance criteria not required by state and/or federal permits and regulations, shall be mutually agreed to by the District and City prior to consideration by the District's Board. The District agrees that whenever practical it shall communicate proposed changes not required by state and/or federal permits and Page 4 of 17 - Agreement with City of 1 regulations in or before September of the year prior to the proposed adoption so as to allow the District and the City to budget appropriately for the following fiscal year. A. City agrees to follow and enforce the Orders, Standards, specifications, work programs, and performance criteria promulgated by the District, subject, however, to program funding and to the extent that City may be lawfully authorized to act. The City shall not be responsible for any failure to act or defect in performance caused by lack of adequate program funding, inadequacies in the Work Program and Performance Standards as adopted by the District, or lack of lawful authority to act. Lack of adequate funding from the District and compliance with the Work Program and Performance Standards as adopted by the District shall be absolute defenses to any claim against the City under this Agreement. City further agrees to notify District of apparent violations of the subject Orders, Standards, specifications, work programs, and performance criteria, of which it has knowledge, which may require District legal action or enforcement. Section 3. Division of Responsibilities A. Division of Responsibilities 1. The purpose of this agreement is to delineate responsibilities for the performance of specific functions. The responsibilities of the District and City are defined in this Section and Appendix A. Exhibit A is a map showing areas of service responsibilities for the District and the City. 2. All functions relating to the subject matter of this Agreement not specifically listed in this Section or Appendix A as being the responsibility of City shall remain the responsibility of the District. i B. Procedure for Modifying the Division of Responsibilities 1. Responsibilities defined in this Section and Appendix A may be modified from time to time with approval in writing by the City Manager or designee and the District General Manager or designee. Responsibilities may also be changed by notice to the District from the City that the City wishes to assume certain maintenance responsibilities for a specific area or areas that are inside the City limits and inside the City's area of Future Maintenance Responsibility as shown on Exhibit A. The City must provide such notice to the District in writing by January 1 of the year in which a transfer of service responsibilities is anticipated. Any transfer of service responsibilities will be effective July 1 of each year. The District will amend the Exhibit A responsibility map to indicate that an area has been added to the City's "Area of Assigned Service Responsibility". 2. Responsibilities defined in this Section and Appendix A may be modified by the District Board provided that the change is necessary to comply with state or federal permits, laws or regulations. The District Page 5 of 17 - Agreement with City of 1 Board shall not reduce the total scope of City responsibilities without consent of the City unless: a. the Board, after notice to the City and a public hearing, establishes that the City has failed to correct identified instances of non- performance related to the adopted standards that are necessary to comply with state or federal permits, laws or regulations; or, b. the Board decides that there is no practical alternative to a mid- fiscal year change in the allocation of revenue between the District and the City, as provided for in Section 4 of this agreement and changes the scope of City responsibility to reflect that different allocation of revenue. 3. Upon reasonable notice from City to District, District shall assume responsibility for any portion of the program defined in this Section and Appendix A. Reasonable notice shall be at least six (6) months, unless agreed to in writing by the District and City. Corresponding adjustments to the revenue allocation shall be made to reflect the change in responsibility upon implementation of such changes. City shall be responsible for correcting or paying to have corrected any deficiencies in the system resulting from non-performance of the programs under its responsibility, subject, however, to funding availability. 4. The responsibilities defined in Appendix A and responsibility boundaries defined in Exhibit A are not changed due to City annexations of area currently inside the District's boundary. Provided that after formal adoption and subsequent consultation between the City and District, service area boundaries may be altered based on Senate Bill 122 boundary revisions. For annexations of territory not currently within the District's boundary, the District will amend Appendix A and Exhibit A to define the responsibilities for the new area in cooperation with the City and in cooperation with adjacent cities. C. Additional City Responsibilities 1. Prior to issuing any non-residential sanitary sewer permit, the City shall require the applicant to prepare and submit to City, a District Sewer Use Infonrnation form. City shall submit the completed form to the District. The District will determine if an Industrial Waste Discharge Permit is required. The District will respond within 15 days from the date that the completed form is received by the District. t 2. The City will require persons who are proposing development, as defined in the District's Design and Construction Standards Resolution and Order, to obtain a Service Provider Letter from the District. At Page 6 of 17 - Agreement with City of Gt X anytime during the life of this agreement, the City may choose to issue such Service Provider Letters. 3. Concurrent with the City review and initial Land Use approval, the City will forward proposed construction drawings to the District for the following: a) Any addition, modification, construction, or reconstruction (other than repairs) of the publicly-owned sanitary sewerage system and storm and surface water system. District will review these drawings to assure conformance to adopted District standards, orders, and master plans. b) Any "development" as defined in the District's Design and Construction Standards Resolution and Order. District will review these drawings to assure conformance with the conditions of the Service Provider Letter issued following the provisions in Section 3.C.2. The District shall not charge a fee for these types of reviews. The City shall not approve or issue permits for such work until it receives notification of District approval. The District shall complete its reviews within 15 working days from its receipt of complete construction drawings from the City, otherwise the City may consider the drawings as being approved by the District. 4. The City may notify the District in writing that it wishes the District to issue Connection Permits for either or both of the sanitary or storm water systems. In such cases, the District shall not issue Connection Permits until the City indicates in writing that the development complies with the City's standards. City will collect all connection, permit, and development fees for developments within the City unless City and District agree that the District will collect the fees. 5. Other than for issuance of connection permits, obtain District review and approval prior to entering into any agreement for the use of the Storm and Surface Water System or the Sanitary Sewerage System. 6. The City will inform the District in writing not less than 30 days prior to initiating or entering into any agreement for the financing or incurring of indebtedness relating to the storm and surface water system or the sanitary sewerage system. Revenues allocated by the District to the City for the performance of functions identified in Appendix A are considered restricted, and may only be used to perform those functions (including reasonable administration and security for bonds) delegated to the City for such things as operation and maintenance of the sanitary or storm and Page 7 of 17 - Agreement with City 0 f i surface water system. City shall not obligate any assets or facilities of the District's sanitary or stone and surface water system for any debt. For purposes of debt funding, the District's asset schedule for stone and surface water and sanitary sewer facilities shall be the basis for determining ownership within City boundaries. In general, sanitary sewer lines 24" and over are the property of the District regardless of location, as are sanitary treatment plants and pump stations, and storm and surface water quality and quantity facilities that are one acre or greater in surface area. 7. The City will allow the District access at any reasonable time upon reasonable notice to inspect and test storm and surface water facilities and sewerage facilities within City and City Area of Geographic Responsibility. 8. The City will waive fees for permits granted to the District as may be necessary for the installation of stone and surface water facilities and sewerage facilities in the public streets and ways of City without imposing permit issuance fees, but only to the same extent as the City waives such fees for itself, and provided that the District shall adhere to any conditions required pursuant to ORS 451.550(6). ' 9. The City agrees to issue no new permit for the construction within, or modification to, a wetland, floodway, or floodplain without first receiving the written approval by the District, pursuant to Section 5.D. This paragraph shall not apply to permits issued by City pursuant to a current permit under 33 USC Section 1344(e) (a section 404 general pennit), and within the scope of such permit. This section does not apply to actions related to City flood insurance program. The City retains the responsibility to issue land use approvals and building permits. 10. The City agrees to pursue, when City deems feasible and appropriate, the conversion of storm and surface water facilities from private to public ownership, through the acquisition of easements and other property rights as necessary, for those privately owned storm and surface water facilities which are identified as being necessary or appropriately a part of the public system. 11. To the extent that it is so required by law or regulation, City shall comply with Oregon Administrative Rules (OAR) Chapter 340, Division 49, "Regulations Pertaining to Certification of Wastewater System Operator Personnel," including the obligation that City shall have its wastewater collection system supervised by one or more operators certified at a grade level equal to or higher than the system classification shown on page 1 of District's NPDES permit, issued by the State. The Page 8 of 17 - Agreement with City of 1 District shall notify City of any modification to the NPDES permits affecting their operations. D. City Responsibilities Outside of its City Limits 1. Not withstanding the procedures in Section 3.B, City is not obligated by this agreement to accept responsibility for any programs or work activities outside of its City limits other than by mutual agreement of the parties. 2. To the extent City has agreed to responsibilities both inside and outside of its City limits, for activities which are the responsibility of City, City shall perform the work to meet the minimum requirements specified in the District's adopted Work Programs and Performance Standards. When the same type of service is being performed by City both inside and outside City, the service shall be prioritized and performed in a like manner in each area, including the response to storms and other emergencies. The exception shall be if City provides a higher degree of service inside City due to its own supplemental funding. E. Additional District Responsibilities 1. The District will inform the City in writing not less than 30 days prior to initiating or entering into any agreement for the financing or incurring of indebtedness relating to the storm and surface water system or the sanitary sewerage system. Revenues allocated to the District for the performance of functions identified in Appendix A are considered restricted, and may only be used to perform those functions (including reasonable administration and security for bonds) delegated to the District for such things as operation and maintenance of the sanitary or storm and surface water system. The District shall not obligate any assets or facilities of the City's sanitary or storm and surface water system for any debt. In general, sanitary sewer lines 24-inch and over and parallel sanitary sewer lines to a common downstream connection with hydraulic capacity equivalent to a 24-inch line are the property of the District regardless of location, as are sanitary treatment plants and pump stations. 2. The District will allow the City access at any reasonable time upon reasonable notice to inspect and test storm and surface water facilities and sewerage facilities within City and District Area of Service Responsibility. 3. To the extent District provides services inside the Tigard City limits, the District shall perform the work to meet the minimum requirements specified in the District's adopted Work Programs and Performance Page 9 of 17 - Agreement with City of '1 Standards. When the same type of service is being performed by City or District both inside and outside the City, the service shall be prioritized and performed in a like manner in each area, including the response to storms and other emergencies. If the City provides a higher level of service inside its adopted service area due to its own supplemental funding, the District shall provide that same level of service provided that the allocation of revenue between the parties reflects the cost of the higher level of service. 4. Upon transfer of maintenance responsibilities for an area to the City, the District and the City shall conduct a joint inspection of the sanitary sewer and storm and surface water system. The District shall confirm that it will provide funding for the correction of identified deficiencies in a manner that is consistent with the priorities established by the District's work program. The annexation of an area by the City or the transfer of maintenance responsibilities to the City for an area will not change the priority for repairs or improvements assigned by the District. Section 4. Determination and Division of Revenue; Operatiniz Procedures and Rules Relating to Revenue A. After consultation between City and District staff, the District Board shall determine and certify annually for both the sanitary sewerage system and for the storm and surface water system the monthly service charge and system development charge. The City agrees to impose these charges as a minimum. The City may impose additional charges as allowed in Section 4.E.4. . B. After consultation between City and District staff, the District Board shall determine and certify annually for both the sanitary sewerage system and for the storm and surface water system the portion of the monthly service charge and system development charge to be retained by the City for performance of the functions defined in this Agreement and for the City's share of annual debt service payment. Except as provided in Section 4.D, District shall notify City by the September preceding the start of the next Fiscal Year of any proposed decrease in the inonthly service charge and system development charge to be retained by the City and any other proposed changes that could affect the City's 5-Year Sanitary Sewer or Stormwater Financial Forecast Plans.. C. The District Board shall not implement any significant change in the division of monthly service charge revenue from that shown in the Rates and Charges Resolution and Order No. 01-34 effective Fiscal Year 2001/2002 until July 1, 2005 with the following exceptions: 1. The Board may snake routine principal and interest adjustments for debt service repayment. Page 10 of 17 - Agreement with City of T 1 J i • I 2. The Board may make adjustments in response to significant increases or decreases in program responsibilities D. Changes in the division of revenue for the reasons described in Section 4.B. 1 & 2 will typically be made as a part of the annual Fiscal Year budget process. However, the division of revenue may be adjusted by the District to recognize changes in responsibilities that occur outside the normal budget cycle after coordination and communication with the Cities.. Any such mid-year changes in the division of revenue initiated by the District Board shall only be implemented when the Board determines such a change is necessary to comply with state or federal permits, laws or regulations. If there is a mid- year change in responsibilities, which the District determines to be significant, the District Board may, upon 60 days notice to City, adjust the division of revenue outside of the annual budget process. The Board shall not change the division of revenue without responding to the City's concerns and a determination that not other practical alternatives to increase revenues are available and can reasonably be implemented. E. Operating Procedures Relating to Revenue 1. City shall remit to the District the portion of sanitary sewer service charges and systems development charges collected, and storm and surface water service charges and systems development charges collected, less the City Portion, as identified inspection 4.B. 2. Payments shall be remitted on a monthly basis, with a report on District designated forms. i 3. Payments to the District of revenue collected by the billing party shall be due within 20 days following the end of each month, unless the payment has been appealed by the billing party. i 4. The City may charge and collect a service charge or system development charge for areas within the city limits at a higher rate per EDU and ESU than that set by the District when the City determines it is needed for the system within the city limits. The City shall retain 100% of these additional revenues collected. Such additional charge shall be consistent with the services provided by City and with applicable federal rules in order to preserve eligibility for grants and other funding programs. 5. City may request District to perform permit and inspection services for private development construction of public storm and surface water facilities and sanitary sewer facilities, and for erosion control. City shall remit to the District the fee set forth in District's Rates and Page 11 of 17 - Agreement with City of ICCIA4D Charges to compensate District for its costs for such services performed relative to these fees, as prescribed by District Order or separate agreement with City. 6. For Industrial Waste fees, District shall remit to City a percentage of system development charges, volume, and monthly service charges collected equal to the percentages of service charges retained by the City as defined in Section 4.B. District shall retain one hundred percent (100%) of the annual Industrial Waste permit fee, and any penalty fees, COD, SS (as those terms are defined in the Rates and Charges) and other fees related to Industrial Waste that may be assessed. 7. City will institute administrative procedures to diligently maintain regular billings and collection of fees, adjust complaints thereto, and pursue delinquency follow-ups and take reasonable steps for collection thereof. 8. City and District shall each establish separate accounts for the storm and surface water program and sanitary sewerage program for the purpose of accounting for service charges and systems development charges collected and received pursuant to this agreement. 9. District or City may at any reasonable time upon reasonable notice inspect and audit the books and records of the other with respect to matters within the purview of this Agreement. 10. City and District shall each prepare and submit to each other a performance report of the storm and surface water functions, and the sanitary sewer functions for which each is responsible. The District will specify the requirements, frequency, and content of the performance report after considering and responding to the City's concerns. 11. The City and District may, each at its own cost, install permanent and temporary volume and quality monitoring stations, and other monitoring equipment, to determine the effectiveness of City and District programs., 12. Interest may accrue on late monthly payments as specified in Section 4.E.1 at a rate of 1.25 times the monthly Local Government Investment Pool (LGIP) earnings rate as posted for the previous month. and will be applied each month to the unpaid balance. Section 5. Administrative and Operating Provisions Page 12 of 17 - Agreement with City of J Q A. The District will not extend sanitary sewer or storm and surface water service to areas outside the City except with prior approval of the City where such areas are included in the Urban Planning Area Agreement between the City and the appropriate county or counties and any of the following exists: 1. A new or existing single family property desires sewer service and needs to directly connect to a sewer line within the city. 2. A new development desires sewer service and needs to directly connect a lateral or mainline public sewer directly to a sewer line within the city. B. Each party shall obtain and maintain in full force and effect for the term of this agreement, at its own expense, comprehensive general liability and automobile insurance policies for bodily injury, including death, and property damage, including coverage for owned, hired or non-owned vehicles, as applicable, for the protection of the party, and the other party, its elected and appointed officials, officers, agents, employees and volunteers as additional insureds. The policies shall be primary policies, issued by a company authorized to do business in the State of Oregon and providing single limit general liability coverage of $2,000,000 and separate automobile coverage of $1,000,000 or the limit of liability contained in ORS 30.260 to 30.300, whichever is greater. If either party is. unable to obtain insurance as required by this sentence, the parties shall cooperate on amending this Section to require types and levels of insurance that are available. The certificates shall provide that the other party will receive thirty (30) days' written notice of cancellation or material modification of the insurance contract at the address listed below. Each party shall provide certificates of insurance to the other party prior to the performance of any obligation under this agreement. If requested, complete copies of insurance policies shall be provided to the other party. Each party shall be financially responsible for their own deductibles, self-insurance retentions, self-insurance, or uninsured risks. C. District will not establish local assessment districts within City, without first obtaining Cite approval. D. District will process applications from City pursuant to Section 3.C.9 for Wetland, Floodplain, and Floodway modifications within 15 days of receiving such applications. Upon review and approval by District, and upon request by City, the District shall act as a facilitator and liaison for State and Federal review and permit processes. E. The City shall report all sanitary sewer overflows that it becomes aware of to. the District within 24 hours of learning of the overflow. The City shall require all permittees of the City to report sanitary sewer overflows to the City. City agrees to reimburse District for any expense, costs, damages, Page 13 of 17 - Agreement with City of claims, fines, or penalties incurred by District that result from or are related to City's failure to so timely and adequately report. F. This agreement is for the benefit of the parties only. Each party agrees to indemnify and hold harmless the other party and its officers, employees, and agents, from and against all claims, demands and causes of actions and suits of any kind or nature for personal injury, death or damage to property or the environment on account of or rising out of the operation of this Agreement, including the performance or non-performance of duties under this Agreement, or in any way resulting from the negligent or wrongful acts or omissions of the indemnifying party and its officers, employees, and agents. In addition, each party shall be solely responsible for any contract claims, delay damages or similar items arising from or caused by the action or inaction of the party under this agreement. Inability to perform an activity or to properly perform because of insufficient funding from the District is not a negligent act or omission or willful misconduct of the party charged with the activity but shall be the responsibility of the District. Performance of any activity in compliance with the Work Program and Performance Standards as 'adopted by the District is not a negligent act or omission or willful misconduct. G. District and City acknowledge that District may receive notices of violation or fines from state or federal agencies for violations of state or federal rules. As the permittee and the entity that establishes standards and controls payment, District shall be responsible for responding to notices of violations and for payment of all fines. District shall invite the City to participate in any discussions with state and federal agencies regarding notices of violation involving City actions or responsibility. City will cooperate with District in the investigation and response to any notice of violation involving actions relating to actions or responsibilities of the City and shall allow the City to defend its own interests in any contested case proceeding concerning an alleged violation both in the proceeding and in any appeal therefrom. If a fine is imposed, City shall reimburse District to the extent that the fine results from non-performance of adopted programs or non-compliance with District, state, or federal rules or policies by the City and those acting on behalf of the City. If possible, the City shall reimburse the District prior to the date due for payment of the fine. The City shall not be responsible for reimbursement if the City's non-performance or non-compliance was caused by lack of adequate funding by District. If more than one party is responsible, the City's i responsibility for reimbursement payment will be allocated based on the degree of responsibility and degree of fault of the City. Disputes over the amount of reimbursement shall be resolved by the dispute resolution process set out in Section 6 of this Agreement. To the extent that the City is required to perform any work to correct a violation, District shall provide adequate funding i:or the work to be performed, unless the violation was caused by the City's omission or misconduct. Page 14 of 17 - Agreement with City of 1 ttA H. Nothing in this Agreement shall be construed as a limitation upon or delegation of the statutory and home rule powers of City, nor as a delegation or limitation of the statutory powers of District. This Agreement shall not limit any right or remedy available to City or District against third parties arising from illegal acts of such third parties. 1. Where this Agreement calls for review or approval of a fee or charge, District shall perform such review in a timely manner, shall not unreasonably withhold approval, and shall provide its decision to City in writing. If, within 30 days of written request by City for approval by District, the District has failed to provide a written response, the request shall be deemed approved. Section 6. Dispute Resolution; Remedies A. In the event of a dispute between the parties regarding their respective rights and obligations pursuant to this Agreement, the parties shall first attempt to resolve the dispute by negotiation. If a dispute is not resolved by negotiation, the exclusive dispute resolution process to be utilized by the parties shall be as follows: 1. Step 1. Upon failure of those individuals designated by each party to negotiate on its behalf to reach an agreement or resolve a dispute, the nature of the dispute shall be put in writing and submitted to City's Chief Executive Officer and District's General Manager, who shall meet and attempt to resolve the issue. If the issue in dispute is resolved at this step, there shall be a written determination of such resolution, signed by City's Chief Executive Officer and District's General Manager, which determination shall be binding on the parties. Resolution of an issue at this step requires concurrence of both parties' representatives. 2. Step 2. In the event a dispute cannot be resolved at Step 1, the matters remaining in dispute after Step 1 shall be reduced to writing and forwarded to the Mayor and the Chairman of the Board of Directors. Upon receipt of the written issue statement, the Mayor and Chairman shall meet and attempt to resolve the issue. If the issue is resolved at this step, a written determination of such resolution shall be signed by the Mayor and Chairman. Resolution of an issue at this step requires concurrence of both the Mayor and the Chairman. 3. Step 3. 111 the event a dispute cannot be resolved at Step 2, the parties shall submit the matter to mediation. The parties shall attempt to agree on a mediator. In the event they cannot agree, the parties shall request a list of five (5) mediators from the American Arbitration Association, or such other entity or firm providing mediation services Page 15 of 17 - Agreement with City of to which the parties may further agree. Unless the parties can mutually agree to a mediator from the list provided, each party shall strike a name in turn, until'only one name remains. The order of striking names shall be determined by lot. Any common costs of mediation shall be borne equally by the parties, who shall each bear their- own costs and fees therefor. If the issue is resolved at this step, a written determination of such resolution shall be signed by both parties. Resolution of an issue at this step requires concurrence by both parties. In the event a dispute is not resolved by mediation, the aggrieved party may pursue any remedy available to it under applicable law. B. Neither party may bring a legal action against the other party to interpret or enforce any term of this Agreement in any court unless the party has first attempted to resolve the matter by means of the dispute resolution of subsection A above. This shall not apply to disputes arising from a cause other than interpretation or enforcement of this Agreement. I C. Parties may mutually agree in writing to waive any of the above steps, or to enter into alternate processes or additional processes such as binding arbitration prior to filing legal action. Section 7. Effect of this Agreement This Agreement shall supersede all prior agreements of similar scope and subject matter, including amendments and the "City Committee Agreement" between the parties with respect to sanitary sewerage and service, storm and surface water management; provided that, except as expressly modified herein, all rights, liabilities, and obligations of such prior agreements shall continue. This Agreement shall be effective upon its execution by both parties hereto, and shall continue in effect for five years. This Agreement shall be deemed automatically renewed for a series of succeeding five year terms up to a limit of 25 years, with the mutual agreement of the City and the District. If the District enters into an intergovenunental agreement with any other city in its territory covering the same subject as this Agreement and if any of the provisions of the other agreement differ from this Agreement, the City may elect to replace any provision of this Agreement with the parallel provision from the other agreement, with the exception of Appendix A and Exhibit A. The replacement shall be effective on receipt by District of written notice from the City. This Agreement may not otherwise be modified except by written amendment or as otherwise specified in this Agreement. Section 8. Amendments At any time, either party may request in writing to open this Agreement for specific amendment. If such request is made, the other party must respond within 90 days. If the parties do not agree and the party requesting such amendment desires to proceed with the ainendment,'then remedies pursuant to Section 6 shall apply. All amendments shall be in Page 16 of 17 - Agreement with City of / writing and approved by the governing body of the respective parties and incorporated into the agreement. Section 9. Severability In the event a court of competent jurisdiction shall deem any portion or part of this Agreement to be unlawful or invalid, only that portion or part of the Agreement shall be considered unenforceable. The remainder of this Agreement shall continue to be valid. IN WITNESS WHEREOF, this instrument has been executed in duplicate by authority of lawful actions by the Council and District Board of Directors. CLEAN WATER SERVICE CITY OF TIGARD, OREGON OF WASHINGTON COUNTY, OREGON c ` By. ~BY Chairman, Board of Directors May Attest: CZ Approved as to Form: 1ty Recorder Attorney for District City Attorney Page 17 of 17-Agreement with City of ( 1 r'i( hP~ APPENDIX A 1/11/2005 DIVISION OF RESPONSIBILITIES EFFECTIVE THROUGH JUNE 30, 2005 Th. GARD Basic Workplan Inside City Limits (Outside City Limits Sanitary Maintenance Lines under 24" _ Line Cleaning City District _ Root Cutting City i District Emergency response City j District Overflow and Complaint response and investigation City District Cross connection investigation and response _ City District Manhole adjustment- - City District - ! _N_on-structure line sealing and point repair city District - Manhole rehabilitation (sealing) City District _ N inspection city I District Compilation of TV reports and system evaluation city I District I&I abatement and system rehabilitation projects) District and City District Root Foaming] City District Structural line repairs] City j District__- Line replacements City District Pump station maintenancel District District Lines 24" and Larger All maintenance, inspection, repair, and replacement District District SWM Maintenance Line Cleaning City District Root Cutting City District Catch Basin cleaning) City District Water quality manhole maintenance City _ District _ Storm and emergency response city District - Complaint response and investigation Ci ! District Street Sweeping City District City for local District I Water Quality facility maintenance for Regional District City for local District Water Quantity facility maintenance for Regional District Maintenance of public Streams/creeks/open channels City District Processing and disposal of sweeper, catch basin and storm line material city District _ Structural line repairs City District _ Line replacements city District Pump station maintenance and operation District District - I ' Roadside ditches and piping system in County Roads District District TV inspection! City _District Compilation of TV reports and system evaluation City District Proactive Leaf management program District ! ENGINEERING, INSPECTION, j AND SUPPORT ELEMENTS. t Development Process (development review', plan review) City District Sanitary Sewer connection permit issuance) City District SWM connection permit issuance) City District - Billing and collection of monthly service charges city District Inspection of developer projects city District Installation of Sanitary Sewer Masterplan) City 2V and less, Projects! District 24" & up I District - Installation of Masterplan Pump Station Projects District District Installation of SWM Masterplan Projects City District Erosion control permit issuance city District Erosion control inspection District District j Accounting City ! District _ Industrial Waste Program; District--- _ District Maintaining GIS information] City and District District Maintaining system mapping City and District District Maintaining Engineering records of systems) City and District j District Preparing and revising sanitary sewer _ masterplans District I District Preparing and revising SWM masterplans] District District Response to customer billing inquiries City District Public information, newsletters, etc., for SWM ! and Sanita pro rams City and District District j APPENDIX A I 1/11/20051 DIVISION OF RESPONSIBILITIES EFFECTIVE JULY 1, 2005 f 'Inside City, and Outside Outside City, and Responsibility Inside City, and Inside !Inside Responsibility !Boundary *(See Tigard i Responsibility Boundary Boundary :Note 1 Below) Sanitary Maintenance Lines under 24 Line Cleaning City _ City Root Cutting City I _ City - Emergency response City City Overflow and Complaint response city I -city Cross connection investigation and response city City Manhole adjustment city City Non-structure line sealing and point repair District I _ District Manhole rehabilitation (sealing) District District _ N inspection City City _ Compilation of N reports and system I - 1- _ evaluation District I District &I abatement and system rehabilitation projects District I District Root Foaming District District Structural line repairs City/District _ City/District _ Lateral Repairs in Public Right of Way City/District City/District Line replacements City/District City/District Pump station maintenance District District Vector Control' City City Utility Locates city City Offroad inspection and locator post maintenance City City Easement and Access Road Maintenance city city I Lines 24" an Larger All maintenance, inspection, repair, and - replacement District District SWM Maintenance Line Cleaning city ~ ---City - - E--- _ Root Cutting city city Catch Basin cleaning city city Water quality manhole maintenance City city Storm and emergency response City City Complaint response investigation and reporting city i _ City - - - Street Sweeping City City City Local, District 1 City Local, District Water Quality facility maintenance Regional Regional I City Local, District City Local, District Water Quantity facility maintenance] _____Regional Regional Maintenance of public Streams/creeks/openi channels City City Processing and disposal of sweeper, catch j basin and storm line material (excluding leaves) District District Structural line repairs City/District City/District Line replacementsi. City/District- ; City/District Pup station maintenance and operation! _ -District _ - District Roadside ditches and piping system in Countyl Roads; District District Roadside ditches and piping system in CitY1 City, Funded by Street Roads Fund None TV inspection Cit City Compilation of N reports and system evaluation District District Proactive Leaf management program city City _ Utility Locates] City _ City i ENGINEERING, INSPECTION, AND SUPPORT ELEMENTS j Development Process (development review,) plan review) City j _District_ Sanitary Sewer connection permit issuance; City District _ SWM connection permit issuance city District - Billing and collection of monthly service) charges city District _ Inspection of developer projects city District i Installation of Sanitary Sewer Masterplan City 21 and under, Projects District 24" & up District_ l Installation of Masterplan Pump Station District i District Installation of SWM Masterplan Projects City District Erosion control permit issuance City_ District Erosion control inspection District District Accounting City District Industrial Waste Program District I District Fat, Oil, Grease Program District District _ Maintaining GIS information City and District City and District Maintaining system mapping City and District City.and District j Maintaining Engineering records of systems City and District City and District Preparing and revising sanitary sewer l _ masterplans District District Preparing and revising SWM masterplans District District T Response to customer billing inquiries! City I District Public information, newsletters, etc., for SWM - and Sanitary pro rams City and District City and District Flow Monitoringi District District Formation and Administration of LID's City and District District _ - _ - Inspection of Private Facilities City -District j Marking Utilitiesj City_ City _ Fixture Counting--District i District Field Yard General Maintenance! City District 'Note 1 - "Inside City, and Outside Responsibility Boundary', This column is blank; because there are no areas that this applies i to. In the future, if there are areas, the responsibilities will be defined. I I I i I "gard j ard w Respons ib_Jit Boundary Map t v r A z ~ #w n.. an-rn w f L 'ip a „M a $ y: , x i N ~ WMn ~ p f 4 d ~ § ~ ox1Y. Y ~ ~ ii ~ ~ #y Y J tv N ~ 1 x~ § Y.. «yy n=n r wnn,.w6. t s ~ X5a d W e , V N q,', M M1 n eh A. cv~~s~os CITY OF TIGARD Engineering Department Shaping A Better Community MEMORANDUM CITY OF TIGARD 13125 SW Hall Blvd. Tigard, OR 97223 Phone 503-639-4171 Fax: 503-624-0752 TO: Mayor and City Councilors Craig Prosser, City Manager FROM: Gus Duenas City Engineer DATE: October 20, 2005 SUBJECT: Countywide Gas Tax Increase or Local City Gas Tax The WCCC (Washington County Coordinating Committee) is discussing the possibility of increasing the Countywide gas tax from 1 cent to 3 cents per gallon. The discussion was spurred by the King City initiative to put a 2-cent gas tax on the ballot for the November election. The group is trying to get feedback from the various jurisdictions as to the level of interest in a Countywide tax as the primary approach, instead of local gas tax adoption by the cities in the County. Attached is an article published in the Oregonian regarding the Committee's discussions so far. The WCCC will be discussing the matter again at the November 7, 2005 meeting, and presumably in future meetings after that. The Committee has asked for initial input from the various jurisdictions by November 7t' on the level of interest in a Countywide gas tax, and whether or not that should be the approach taken instead of individual City local taxes. Council discussion and input on this issue is scheduled for the Council meeting on October 25, 2005. City Council has already heard a recommendation for a local gas tax from the Transportation Financing Strategies Task Force. This Task Force explored various financing options for transportation projects and recommended (at the July 26, 2005 Council meeting) implementation of a 3-cent local gas tax. Based on 14 service stations with the City limits, the projected annual revenue is approximately $900,000. The Task Force further recommended that the local gas tax be adopted once high priority projects have been identified projects that would excite the City residents and receive broad community support for creation of a new e funding source to implement them. The upcoming TGM (Transportation and Growth Management) project to prepare a Highway 99W Corridor Improvement and Management Plan is expected to produce high priority project recommendations upon completion. The Task Force recommended that the projects to be selected focus on relieving congestion on Highway 99W. In addition, some of the anticipated revenue could be used to supplement the project budget on the Hall Blvd/Highway 99W Intersection project and ensure construction of the needed improvements. The revenue to be raised through a 2-cent Countywide tax increase would be approximately one-third what the City could raise through a local gas tax. The City receives approximately $160,000 annually through the current I-cent County tax, and would receive an additional $320,000 with the 2-cent tax increase (assuming the distribution remains the same as it is now). Again, the local gas tax revenue estimate (14 gas stations in Tigard) that we prepared for the gas tax recommendation to Council in mid-2005 could yield new revenue of $900,000 or more annually. Complicating the issue is that the County is again starting their comprehensive Transportation Funding public input process to find out what the public would be willing to pay for improvements that cannot be funded through the current mechanisms. This is based upon a $1.5 billion shortfall between transportation funding needs and revenue sources for needed improvements Countywide. This effort began about a year ago but was postponed when the public safety levy failed. The failure of the levy and the need to bring it back to the voters ahead of street improvement measures prompted the County Board of Commissioners to direct the MSTIP 3c (Major Streets Transportation Improvement Program) funding (2007 through 2012) to street projects of Countywide significance. The prevailing thought at that time is that the voters may not be receptive to a major MSTIP 4 effort, and that the funding from the MSTIP serial levy made permanent through Measure 50 may be the only revenue available during the next 7 to 10 years. The County appears ready at this time to restart the public outreach process to determine voter preferences for meeting the funding shortfall. The demonstrable need for an MSTIP 4 is one potential outcome from the County's public input process. The County is concerned that a Countywide gas tax increase could muddy the waters and create controversy at the same time they would be asking for input on what citizens are willing to pay. The concern is "Why ask us when you are already moving ahead with an increase in the County gas tax?" For additional input to Council prior to the Council discussion on October 25, 2005, I have asked for responses from individual Task Force members on the approach that they would prefer. The responses received via email and over the phone generally expressed concern that a Countywide gas tax would not be responsive to local needs. A local gas tax targeted at specific projects within the City would be more favorably received than a Countywide effort that looks at both unincorporated and incorporated areas. The following are summaries of the comments received from the Task Force members: Council President Wilson comments that the 2-cent effort falls far short of producing revenue that could be applied to major projects, such as improvements Memorandum to Council - Countywide Gas Tax or City Local Gas Tax Page 2 of 2 to Scholls Ferry Road. He supports a local gas tax targeted at congestion relief of Highway 99W. • Gretchen Buehner, Task Force Chair, feels a Countywide tax would not provide benefits at the local level. She also comments that it does not make sense for the County to consider a gas tax increase while contemplating a MSTIP 4 for major improvements. • Cam Gilmour (Task Force member and also Clackamas County Transportation and Development Director) feels the City should move forward with the -local gas tax proposal directed towards specific improvements and deal with the Countywide tax increase issue if the County proposal actually materializes. The following are some of the advantages and disadvantages associated with the two approaches to raising revenue through a gas tax: Countywide Tax Increase Advantages • Would present a united front throughout the County with both the County and the cities supporting its passage. • Would provide a level of consistency throughout the County, instead of application in some cities and not others. • Would provide additional revenue ($320,000) that is currently not available. Disadvantages • . Based on a 2-cent per gallon increase in the tax, would raise an additional $320,000, which is only about one-third of what a City gas tax would raise. • Potentially less local control on the selection of specific projects for implementation. • Jurisdictions have varying needs with some needing more than others. Some jurisdictions need it for street maintenance while others need the revenue for street improvement projects. • Would be placed before the voters (as stated by the WCCC chair) instead of adoption by the Board of Commissioners. , • May be difficult to make a local connection sufficient to excite voters and assure passage City Gas. Tax Advantages • A focal gas tax need not go to the voters for implementation. • Can be tied to specific high priority projects within the City. Memorandum to Council - Countywide Gas Tax or City Local Gas Tax Page 3 of 3 • Would be much easier to make a local connection and get citizens excited about the projects. • Some of the tax would be paid by regional traffic passing through Tigard. Local citizens would not have to fully bear the burden of the tax. • There are already large variations in pricing among local gas stations, resulting in a low likelihood of citizens reducing their gas purchases in Tigard because of a local gas tax. • If King City approves a gas tax, the entire Highway 99W corridor from Durham Road through Tigard and into Multnomah County would be covered by local taxes. Motorists would have to leave the corridor to avoid a local tax. Disadvantages • The citizens could mount a campaign to repeal adoption of the gas tax. • Would contribute to inconsistency in application of a gas tax within the County. Attachment (Oregonian article dated October 12, 2005) c: Transportation Financing Strategies Task Force Members I:\eng%gusVnemorandumsVnemorandum to council -countywide gas tax increase or local gas tax.doc Memorandum to Council - Countywide Gas Tax or City Local Gas Tax Page 4 of 4 regonLive.com's Printer-Friendly Page http://www.oregonlive.com/printer/printer.ssf?/base/metro west new... Oregon Live, com Everything Oregon Ae ("Mlkm County, city officials explore gasoline tax Road revenue - The county would use the money for road projects spanning 20 years Wednesday, October 12, 2005 RICHARD COLBY The Oregonian BEAVERTON - Elected city and Washington County officials talked their way gingerly around a politically flammable question Tuesday, agreeing only to explore public sentiment before striking any matches. The question: Should county leaders ask voters to add 2 cents to the current 1-cent-a-gallon fuel tax? Money raised would be used to finance street and road projects during the next 20 years. Of Oregon's 36 counties, only Washington and Multnomah currently have fuel taxes. Multnomah County's is 3 cents a gallon. Among the state's 241 cities, only nine have fuel taxes. The idea - even in these days of climbing gasoline prices - was the subject of polite discussion by county Commissioner Roy Rogers, Beaverton Mayor Rob Drake, Sherwood Mayor Keith Mayes and Forest Grove Mayor Richard Kidd. . They and other cities' representatives make up the Washington County Coordinating Committee. The group meets monthly to advise county leaders about transportation matters such as which road improvements to finance and where to find money for them. Rogers, the group's chairman, said the panel started considering a countywide gas tax increase during its August meeting after King City City Council members decided to put a 2-cent gasoline tax on the Nov. 8 ballot. The county is scheduled to conduct a broader analysis of city and county road and other transportation needs and funding through 2020. Over that time, the maintenance and construction are projected to cost $2.6 billion. Only $1.1 billion in revenue is expected from current sources, such as state and local gas taxes, property taxes and transportation-impact fees charged to property developers. Since 1977, the county has levied a 1-cent-a-gallon tax, which raises just less than $2 million a 'year. Of that, county transportation planner Blair Crumpacker said, $1.1 million is split among cities for transportation uses while the county takes the rest for road maintenance. Washington County tried twice during the 1980s to persuade voters to increase the rate to 4 cents. Voters rejected the proposals by narrow margins. Any new proposal, which would be advanced by county commissioners, would require voter approval. Drake, the committee's vice-chairman, on Tuesday recommended a go-slow approach, with the county first seeking public views via a poll or resident focus groups. He and others, including Rogers, agreed that any proposed increase would likely fare better at the polls if it was tied to specific road projects rather than being earmarked generally for maintenance or construction. Kidd said the Forest Grove City Council had recently discussed a gas tax, agreeing only that it should be a countywide proposal supporting bicycle paths and walkways along with streets and roads. The coordinating committee agreed to continue discussing the idea next month. "Several other counties have discussed it," said Eric Schmidt, a spokesman for the Association of Oregon Counties. 'The way gas prices have been going of late, I'd doubt the political will would exist to go with one at this time." Richard Colby: 503-294-5961; dickcolby@news.oregonian.com 02005 The Oregonian ..Ot inn~i~nnc c.nnm~ Agenda Item No.: 11.1 Meeting of: Oct. 25, 2005 Memorandum for Washington County Coordinating Committee Discussion will be available and forwarded. to the City Council on Friday, October 21, 2005 Please contact Gus Duenas, City Engineer, at 503-639-4171 for more information. iAadm\cathy\council\no materials\051025 wcmdoc MEMORANDUM Administration Department CITY OF TIGARD Shaping A Better Community TO: City Council STUD FROM: Gary Ehrenfeld, IT Director Agenda Item No. S~SSry ~l DATE: October 14, 2005 i Council Meeting of /D a5 OS SUBJECT: GIS Coordinator October 5, 2005 TO: City Council FROM: Gary Ehrenfeld, Information Technology Director RE: Creation of New Geographic Information Systems (GIS) Coordinator Geographic Information System (GIS) is the compilation and management of geographic data of all types in the form of software. The City uses this system to provide complete and accurate geographic data (i.e. address and road information) to the public and to the City departments in a format that can be easily utilized and understood by decision makers and department analysts. GIS services have been provided by an Associate Planner position within the Community Development Department. When the position was vacated due to the resignation of the former incumbent, the City decided it was timely to evaluate the organization wide GIS needs. Managing and formatting geographic information has been rapidly growing in volume and complexity, and management felt the City needed to evaluate the best way to improve operational efficiencies in this area. To assist us in reviewing the City's GIS options, we asked Jay Leroux, GIS Manager for the City of Hillsboro, to perform a needs assessment for the City. Mr. Leroux interviewed managers and staff throughout the City departments and prepared a final report on his recommendations for more effectively addressing our GIS service needs. A copy of the power point covering his report is attached for Council's review. Mr. Leroux's recommendations included creating a GIS User/Focus group within the organization, making a priority of updating and maintaining existing data within the system (especially address and road information), upgrading GIS software, integrating the GIS system with other business systems, creating a plan to replace the MAGIC software, and additional training for existing staff. He also recommended that the City create and hire a GIS Coordinator and place the position within the Information Technology Division. The purpose of our agenda item before Council is to obtain your approval for the creation of this GIS Coordinator position. Mr. Leroux's recommendations, and those of our IT Division, are that the City needs to establish an independent and full time staff position who is solely dedicated to building, developing and maintaining GIS applications in our organization. This position would also be responsible for integrating GIS with other business systems in City departments, training City staff, and managing the system with an,eye to the benefits it can provide for the organization, community and our business partners. Mr. Leroux's recommendations also reference other key GIS positions which are important to the effective operation of GIS, such as GIS Technicians and Analysts. We feel that those functions are and can continue to be performed satisfactorily by existing staff in several city departments, thereby not necessitating any further staffing to the program at this time. The FY 2005-06 cost of this position is $50,590 (including personal services costs of $36,550 and $14,040 for a computer, office furniture, and software). the annual personal services cost for this position is approximately $59,852. This position will be funded through the city's cost allocation plan and individual user departments will pay for their portion of the cost of GIS based on projected use. will be at your Council meeting of October 25, 2005, to further discuss this agenda item with Council, and I would be happy to answer any questions at that time. Attachment A: Classification Description Attachment B: Human Resources memo pay range recommendation L\admtpacket'05W51025tcouncil memo gis.doc City of Tigard BMW, ssess m-ent-an- Recommendations Presented by: lay Leroux GIS Manager City of Hillsboro Presented at: The Tigard Executive Retreat Umpqua Bank, Tigard OR June 24, 2005 Assessment Summary 1. Tigard is in an excellent position to leverage its GIS resources for improved operational efficiencies, 2. Tigard needs an independent GIS Coordinator, 3. The GIS Coordinator must be in a position to address the GIS needs of the entire organization. 4. Tigard's next step is to manage the geographic information it already creates, and leverage it for the benefit of the organization, the community, and its business partners. 5. For this to succeed, Tigard idea//y needs to decide it values information as a strategic asset by adopting a vision for GIS, creating a plan, and then implementing it. Philosophical Discussion: The Vision of an Enterprise Information System All information, generated or required by the City, regardless of department or source, should be managed and formatted so that it is easily accessible to decision makers and business analysts across the City. DISTKIBUTED/EI~ITEKPKISE~ CI'►5 I~iODEL a -Y • 6 , . , . CY F , , „ GIs Staff w „ y< Q J { d d- z 'r ' , 6F/ ~ ,Ir'a,_,-r,_: dTi:&'~~4T,1^,.*1~ F~{1~PT. N„~: 40 :t } ~ ~ ~ of `c%.j°;- Y l:a - GIS & IS Staff=,;€;rs,.tz:--- ( 17. , Y, - De artment Staff w~ nl~ All Department Staff Utilization * Staff responsible for Maintenance Enterprise GIS Roles 1.) GIS Coordinator/ Manager -Responsible for planning and implementing enterprise GIS system 2.) GIS Specialist/ Business Analyst -Department GIS expert focused on analyzing and interpreting data in support of decision making for department business needs 3.) GIS/Data Technician -Department data steward responsible for the upkeep and maintenance of geographic or tabular data (ie. Eng. Techs., Police Data Records staff, etc.) GIS VISION To provide: 1.) Quick and easy access to complete and accurate geographic data, 2.) Seamlessly integrated business and geographic data, and 3.) Data formatted for easy consumption by the decision maker or business analyst - ie. Reports/maps GIS PLAN 1.) Organize and maintain your geographic data. 2.) Produce and distribute that data for consumption and use (map products and business analysis). 3.) Train/Hire Business Analysts/GIS Specialists to make use of the GIS for department business purposes. 4.) Integrate the GIS into other business systems, and 5.) Develop and maintain applications so business customers and internal staff can easily access the data to conduct City business. (ie. websites, MAGIC-like applications, etc.) PHASES OF GIS IMPLEMENTATION f.: I, DIGI'TA'L MAPPING PRO'GRA'M PROGRAMMING AND ANALYSIS I IV ardcopy Productio System Integration Data Creation Spatial Analysis and F and Collection Spatial Data ,Interpretation Information Distribution Distribution +E.M / ~aq gam, w,~; SO' r r' sJ~ y ~1DO ' 6 Requirements for a successful Enterprise GIS f 1. GIS Coordinator dedicated and focused on: * Building the GIS * Training staff * Integrating GIS with other business systems * Developing and maintaining GIS applications, and * Has the ability and responsibility to work with the entire organization 2. Strong cooperation of the IS department as well as support and access to appropriate hardware and software. 3. Department cooperation and personnel dedicated to the success of the GIS and to maintaining GIS data at the source 4. Personnel trained to utilize and analyze GIS data in support of the decision making process 5. An organizational culture that values information RECOMMENDATIONS (8) t 1. Hire a GIS Coordinator in the IS Department 2. Create a GIS User/Focus Group 3. Focus on updating and maintaining existing data - especially Address and Road information 4. Budget to upgrade and maintain GIS software 5. Integrate the GIS with other business systems 6. Plan to replace MAGIC with a new updated and maintained solution 7. Train existing staff. And, when hiring new staff, look for GIS and data analysis skills to support the GIS Specialist/ Business Analyst role 8. Hit enterprise funds to help pay for the GIS FINANCIAL CONSIDERATIONS 1. Staff Funding Salary GIS Coordinator - v$55 - $65k GIS Specialist/Business Analyst - N$45-$55k GIS Technician - N$35 - $45k 2. Data Proiect Funding Fund priority data projects - N$10k to $40k or Use internal staff as a long term project 30 Software Funding GIS software upgrade - N $4,000 to $16,000 GIS software maintenance - N$4,000 per year City of Tigard Class No. 172 CLASSIFICATION DESCRIPTION CLASS TITLE: GIS COORDINATOR PURPOSE: To coordinate and oversee the planning and implementation of the City's GIS system; and to perform a variety of related technical work as required. SUPERVISION RECEIVED: Receives general direction from the Information Technology Director. SUPERVISION EXERCISED:. This position normally does not exercise supervision. EXAMPLES OF PRINCIPAL DUTIES: Duties may include, but are not limited to the following: 1. Coordinate with City department GIS representatives to identify, develop, and plan GIS projects and staffing needs, including coordinating and facilitating monthly GIS committee meetings. 2. Research, plan and prepare Citywide and department GIS implementation plans, including researching and determining equipment and-technology costs, reviewing GIS and IT technology for implementation, reviewing industry GIS implementations and projects for comparison and possible integration into a City GIS plan, and acting as City representative in various County and regional GIS coordinating meetings. 3. Develop and design technical specifications for Citywide GIS systems. Coordinate with other IT staff members to develop information system solutions, design technical GIS and database structures; and program automated applications for GIS users. 4. Attend meetings, conferences, workshops and training sessions to become and remain current on principles, practices and new developments in assigned work areas. 5. Respond to citizen's questions in a timely manner. 6. Coordinate regularly with appropriate others to maximize efficiency of interdepartmental operations and activities. 7. Assist Information Technology Director with Citywide GIS budget. 8. Perform related duties as assigned. KNOWLEDGE. SKILLS AND ABILITIES: Knowledge of principles, theories and methodology of GIS technology; knowledge of the capabilities, methods, technical standards and programming languages of GIS technology; knowledge of GIS database management theory and applications of GIS; knowledge of current developments, trends and technologies within the GIS field; knowledge of the principles, practices and methods of urban design; knowledge of applicable policies, laws and regulations governing the Division; knowledge of local government structures, systems and functions; knowledge of mapping, cartography, graphic design and imaging techniques; knowledge of database management concepts and structures; Ability to train users; ability to interpret and follow laws, regulations, policies and procedures; ability to prepare clear and concise reports and present complex information; ability to operate various software technologies related to GIS; ability to perform math computations; ability to design and create GIS databases, programs and tabular database systems; ability to comprehend and problem-solve complex land-base data systems; ability to apply knowledge of GIS technology to meet user's needs; ability to plan and organize work; ability to coordinate projects and deadlines; ability to prepare, interpret and present complex information; ability to prepare and present accurate and reliable reports summarizing findings and recommendations; ability to use software related to job; ability to develop solutions within written specifications and/or oral instructions; ability to perform a wide variety of duties with accuracy and speed to meet deadlines; ability to establish and maintain effective working relationships with those contacted within the course of work. Excellent verbal and written communication skills; strong organizational and interpersonal skills. EXPERIENCE AND TRAINING: Any combination of experience and training which provides the required knowledge and abilities is qualifying. A typical way to obtain the knowledge and abilities would be through college level training or coursework in Geography, Computer Science or a related field and considerable GIS project management, GIS database design and development experience. r Representation: Management/Professional Adopted 9/30/05 /as Su ~I ,fie ss~ o y ~~S cCfSS~~~ Tigard City Council Members FOR SCHOOL BOARD MEMBERS ONLY Rev. October 18, 2005 MAYOR tigard-or.gov Term expires: 12/31/06 CRAIG DIRKSEN craigd(a) Phone: 503-639-4171 X1963 voice mail COUNCILORS SALLYHARDING sallyh(a~tigard-or.gov Term expires: 12/31/08 SYDNEY SHERWOOD Sydney(a~tigard-or.gov Term expires: 12/31/06 NICK WILSON nickw(d1tigard-or.gov Term expires: 12/31/06 Phone: 503-224-5238 9 TOM WOODRUFF tomw(a-tigard-or.gov Term expires: 12/31/08 Phone: 503-533-6360 Mailing Address for Mayor & Council Members 13125 SW Hall Boulevard Tigard, OR 97223 Fax No. for all Council Members 503-684-7297 DEPARTMENT HEADS Craig Prosser, City Manager Gus Duenas, City Engineer Bill Dickinson, Chief of Police Tom Coffee, Interim Community Development Director Tom Imdieke, Interim Finance Director Margaret Barnes, Library Director Dennis Koellermeier, Public Works Director ALL CAN BE REACHED BY CALLING: 503-639-4171 (FAX 503-684-7297) MAILING ADDRESS: 13125 SW HALL BLVD., TIGARD OR 97223