City Council Packet - 10/17/2006
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October 17, 2006
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Agenda Item No. 3.
For Agenda of //-29-476
Tigard City Council Meeting Minutes
Date: October 17, 2006
Time: 6:33 p.m.
Place: Tigard City Hall, 13125 SW Hall Boulevard
Tigard, Oregon
Attending: Mayor Craig Dirksen Presiding
Councilor Sally Harding (arrived at 7:13 p.m.)
Councilor Sydney Sherwood
Councilor Nick Wilson
Councilor Tom Woodruff
Agenda Item Discussion & Comments Action Items follow u
1. Workshop 1.1 Mayor Dirksen called the meeting to order at
Meeting 6:33 p.m.
1.2 Roll Call: Mayor Dirksen and Councilors
Harding (arrived at 7:13 p.m.), Sherwood,
Wilson, and Woodruff
1.3 Pledge of Allegiance
1.4 Council Communications & Liaison Reports:
None
1.5 Call to Council and Staff for Non-Agenda Items:
None
2. Joint Members of the Loaves and Fishes Steering
Meeting with Committee present: Bill Gerkin, Christa Topf,
Loaves and Corry Stolk, Jay Leet, Kris Magaurn, Mary Ann
Fishes Senior Hulquist, Mary Ellen Seger, Myrna Boyce. Also
Center Board present was Karen Gardner, Tigard Senior Center
Director.
Risk Manager Mills introduced this agenda item. She
noted the City of Tigard provided $24,000 to the
Center's operating budget. The total amount of the
operating budget for 2006/7 is $254,800. The
Loaves and Fishes contract was renewed in June to
provide programs/services for another five years.
Loaves and Fishes and the City of Tigard have
partnered since the mid-70's to provide seniors with
meals and programming. Recently the City Council
approved an application for a Community
Tigard City Council Minutes - October 17, 2006 1
Agenda Item Discussion & Comments Action Items follow u
Development Block Grant to remodel and enlarge
the Senior Center.
Senior Center Director Gardner advised that since
the August meeting with the City Council, they have
added new activities and kitchen coordinators. She
said the kitchen has been painted, noting careful
selection of what improvements should be done in
anticipation of remodeling. Loaves and Fishes has
pledged $100,000 for the Tigard Senior Center
building remodeling project.
Steering Committee Member Leet commented on
how area youth have contributed to the Senior
Center by helping with service projects and
delivering meals. The youth are from the Key Club
as well as young people from Study Hall. He said
"...the kids are doing it because they want to..."
The Fine Arts group from the high school is
performing on Fridays.
Steering Committee Member Magaurn works at
Portland Community College (PCC) and reported
on volunteer tutoring programs such as English as a
second language. Tutoring is available in classroom
settings and in one-on-one teaching. PCC students
also help with Meals on Wheels and volunteer in the
kitchen. The PCC program, in a recent peer review,
was singled out as noteworthy because it also fosters
community involvement. Ms. Maguarn thanked the
City of Tigard for providing the classroom space.
Steering Committee Member Stolk said she began
volunteering at the Senior Center in 1974 when she
was a student nurse. She commented on services
available including blood pressure checks and foot
care. The Senior Center is an inviting place;
however, many are unaware of the services offered.
Steering Committee Member Topf is a quilter and
has been assisting at the Senior Center since 1981.
Quilters come together for fellowship and quilts are
raffled off for fundraising to benefit the Center.
Other activities are offered, including a knitting
group.
Tigard City Council Minutes - October 17, 2006 2
Agenda Item Discussion & Comments Action Items follow u
Steering Committee Member Boyce noted she began
volunteering after she retired. She and her husband
serve lunches and enjoy visiting with those who
come to the Center.
Steering Committee Member Hulrnquist said she
serves on the Site Committee and Garden Club.
Because of the activities offered at the Center, it
functions more like a community center. It gives
people a place to go and she would like to see it
grow.
Steering Committee Member Seger said she helps
with Meals on Wheels. In the region Loaves and
Fishes now serves 5,000 meals per day and in a few
years it is anticipated this will increase to 30,000.
Not only does this program provide seniors with
nutritious meals, it also helps prevent social
isolation.
The Senior Center will offer Thanksgiving Dinner
for all who walk-in this year. A notice will be sent
home with Tigard-area school children.
New entrance signs at the Senior Center have been
helpful in identifying the Center's location to
passers-by. It is still surprising that there are a
significant number of people who are unaware of
the Center and this issue needs to be addressed.
Tri-Met's Ride Connection service delivers people to
the Senior Center's door.
Senior Center Director Gardner expressed her
appreciation for the wonderful relationship the
Senior Center enjoys with the City of Tigard. She
referred to the services provided by the City of
Tigard Public Works Department.
There was discussion on the Community
Development Block Grant application and the plans
for the upgrades to the Senior Center. Councilor
Sherwood said she had raised issues earlier about the
proposed plans because she wanted to make sure
plans were adequate to serve the community for the
next 10 to 15 ears.
Tigard City Council Minutes - October 17, 2006 3
Agenda Item Discussion & Comments Action Items follow u
Mayor Dirksen acknowledged the importance of a
good relationship between the City of Tigard and
the Senior Center as the need for this service will
continue to grow.
(Councilor Harding arrived at 7:13 p.m.)
Risk Manager Mills advised arrangements were being
made to continue services during the remodel of the
Center. It is possible that the Tigard Christian
Church will provide some help with
accommodations.
3. Joint Budget Committee Members present: Chair Mark
Meeting with Haldeman, Committee Member Jason Snider
the Budget
Committee Finance Director Sesnon presented a summary on
the status of the General Fund at the end of the
fiscal year. Largely because of the lag that occurs
between the time a position is vacant and when a
position can be filled, the fiscal year ended with
$200,000 more in the General Fund than with what
it started. Revenues were more than what was
originally budgeted primarily because of higher-than-
anticipated development activity. Finance Director
Sesnon also reviewed areas where savings occurred
within City departments.
Staff will be updating the financial forecast over the
next 60 days.
The following documents, on file in the City
Recorder's office, were reviewed with City Council:
➢ FY 2005-06 Budget to Actual Analysis - General
Funds
➢ FY 2005-06 Budget to Actual Analysis - General
Fund Transfers
Some transfers did not occur; i.e., parkland
purchases. Finance Director Sesnon advised the
budget will be monitored carefully with regard to the
revenues, expenditures, and the ending fund
balances.
Tigard City Council Minutes - October 17, 2006 4
Agenda Item Discussion & Comments Action Items follow u
Revenues are trending downward significantly in the
first quarter of this fiscal year because most of the
property tax revenues will be received in November.
Performance audit proposals were reviewed. The Staff will proceed with the
Financial Strategies Task Force had recommended Library performance audit
that performance audits be done for the Library and after references are checked.
the Police Department. Proposals were reviewed
with the City Council and Budget Committee Staff will do more research
members present. There was concern noted about to clarify the scope of work
the cost variance between the bids quoted in the two and estimated costs
Police audit proposals. Budget Committee Member identified in the proposals
Snider commented he was concerned that the lower for the Police Department
bid might be underestimated and he did not want performance audit. Staff will
the audit to be superficial. Finance Director Sesnon report their findings to the
said that Chief Dickinson had looked at the City Council and Budget
proposals and felt comfortable with low bidder Committee.
Steve Winegar; however, more information will be
obtained and provided to the City Council and
Budget Committee about the audit for the Police
Department.
Finance Director Sesnon introduced the idea of an
equipment replacement fund to spread out major
equipment expenditures thereby avoiding expense
"spikes" within certain fiscal years. Staff will
prepare information for Budget Committee review.
The urban renewal agency is a separate entity and
will need to have its own Budget Committee. Staff
suggested that the City of Tigard Budget Committee
could be appointed to serve on the City Center
Development Agency Budget Committee.
Finance Director Sesnon reviewed the Strategic Finance Director Sesnon
Technology Plan dated October 11, 2006. A copy advised that a cost matrix
of the Plan as well as the slides presented to the City will be prepared and
Council and Budget Committee are on file in the forwarded to the City
City Recorder's office. Finance Director Sesnon Council.
said that this Plan presents a blueprint for current
and future technology investments. He outlined the
mission, strategic goals including efficiencies,
reliability/ security and better public access and
customer service options.
Finance Director Sesnon referred to a pilot project
Tigard City Council Minutes - October 17, 2006 5
Agenda Item Discussion & Comments Action Items follow u
to be completed by the end of the year to allow
police staff to access crime data. Some of this
information will also be made available to the public.
Finance Director Sesnon also advised of work
towards implementing a citywide electronic
document management system. Key points he
noted were:
➢ Implementation of a paperless office
environment and resistance to change.
➢ Information must be accessible.
➢ Review is needed for forms processing.
Currently, there are duplicative efforts between
paper and electronic systems.
➢ Implement and support systems to manage
records for Human Resources, Risk
Management, and Police report writing.
➢ Ongoing staff training needs to be developed.
➢ Systems will be constructed to be reliable and
secure.
➢ Look towards moving from Novell to a
Microsoft Windows server.
➢ Application maintenance and support.
➢ Draft a comprehensive business interruption
and continuity plan.
➢ Web subscription can be offered to the public
inexpensively and will be available soon for
Cityscape, agendas, and other notices.
➢ A fully automated online facilities reservation
system to be implemented.
4. Presentation Community Development Director Coffee
of Tigard introduced this agenda item. Associate Planner
Community Wyss presented the highlights of the Profile. A copy
Profile - 2006 of the slide presentation is on file in the City
Edition Recorder's office.
The Profile updates the 2003 Tigard Almanac. The
plan is to update this information every year to
provide accurate information in one convenient
location for staff and the public. This information
will be incorporated into the update of the
Comprehensive Plan.
Councilor Woodruff commented on the value of
Tigard City Council Minutes - October 17, 2006 6
Agenda Item Discussion & Comments Action Items follow u
this document and said that he would like for this to
be available to everyone who wants it. Mayor
Dirksen will be featuring the Profile in an upcoming
Cityscape article. The 2006 Community Profile is
available on the City's web page.
Copies could be made available to neighborhood
organizations, schools, Chamber of Commerce, and
sent to individuals interested in employment in the
City of Tigard.
5. Planned Planning Manager Bewersdorff introduced this
Development agenda item. Associate Planner Farrelly presented
Code the key points of the proposed Planned
Amendments Development Code amendments. A copy of the
slide presentation is on file in the City Recorder's
office.
The ordinance for planned development is a
collection of flexible decision-making tools to enable
development that is site specific and not
mathematically prescribed. The presentation
included:
➢ The history of the planned development
ordinance in the City of Tigard.
➢ An overview of activity by the Planned
Development Code Review Committee.
➢ The current and the proposed purpose
statement.
The current and the proposed code approval
process.
➢ The proposed concept plan approval criteria.
The proposed detailed development plan
approval criteria.
➢ Additional proposed language adding
definitions.
➢ A review of non-code items: 1. Planning
Commission Toolbox, 2. Examples for
applicants for good neighborhood meeting
materials, and 3. Update to fee schedule.
➢ The Planning Commission heard public
testimony and made five minor revisions and
then unanimously recommended approval to the
City Council.
➢ Ernie Platt, Director of Local Government
Tigard City Council Minutes - October 17, 2006 7
Agenda Item Discussion & Comments Action Items follow u
Affairs from the Home Builders Association,
concurred with the suggested additions/changes
reviewed at the September 18 Planning
Commission meeting. A copy of Mr. Platt's
October 4, 2006, letter is on file in the City
Recorder's office.
Planned Development Review Committee Chair
Buehner noted that it took more than six months to
develop the purpose statement. She also advised
that there was a desire to transition new
development to existing neighborhoods.
There was discussion on the density bonus
provisions. Planning Manager Bewersdorff advised
that the opportunity to apply for a density bonus
was scaled back from four situations to two possible
types of circumstances.
In a discussion between Mayor Dirksen and Chair
Buehner about when it would be better to apply the
Development Code or to allow an applicant to use
the Planned Development provisions, Chair
Buehner noted it would be the responsibility of the
developer to present the case for a planned
development project.
Councilor Wilson said that for the most part the
proposed changes to the Planned Development
Code were good; however, he noted concern that
criteria was added that attempted to "design by
code." For example, he cited the language regarding
providing good solar access where possible, which is
a great idea but has been shown to be impractical.
Councilor Wilson said, in his opinion, a regulation
should safeguard a public product rather than dictate
the form of the product.
Chair Buehner indicated understanding of Councilor
Wilson's comments; however, she said the
Committee was striving to urge developers to look
at different options for structuring their projects.
She noted the difference in the quality of work
among developers and the Code identifies
alternatives and gives some leverage the Planning
Commission. Councilor Wilson said that the
Tigard City Council Minutes - October 17, 2006 8
Agenda Item Discussion & Comments Action Items follow u
regulator role should focus on minimizing off-site
impacts and preserving natural resources. He said it
does not work to try to legislate good design. Chair
Buehner shared that some of the Committee
members are interested in design review and the
new Code language could serve as a pilot program.
Councilor Wilson said simplicity in Code language
would lead to clarity.
Discussion followed about how the regulations
would apply. Councilor Wilson indicated he was
more inclined to agree to some of the language if it
was discretionary.
Mayor Dirksen advised that when he read the
proposed Planned Development Code amendments,
it was clear to him that the Committee and Planning
Commission desired to specify regulations and also
provide language to guide developers who were
proposing Planned Developments. While this is a
different approach than what he would have used,
he said he would be willing to give it a try.
Councilor Harding said she agreed the guidance
language complicates the process, but suggested the
Committee and Planning Commission were reacting
to the types of development that have already
occurred. Councilor Wilson, in response to an
inquiry from Councilor Harding, said he would
prefer to focus on the primary issues; e.g., impacts
to surrounding neighborhood, tree protection, etc.
He noted issues in the past with solar access
regulations, which proved to be unworkable. He
also had concerns about language suggesting a wind
study. While these are well-intentioned proposals,
he would prefer language be removed that does not
accomplish something or provide a benefit.
Associate Planner Farrelly noted the proposed
amendments represent negotiation and trade-offs
among committee members. Councilor Sherwood
called attention to the makeup of the Planned
Development Review Committee membership,
which included those who have been critical of the
planned development process in the past.
Tigard City Council Minutes - October 17, 2006 9
Agenda Item Discussion & Comments Action Items follow u
In response to a question from Councilor Wilson,
Planning Manager Bewersdorff advised that the new
language is more bureaucratic as it endeavors to
provide flexibility along with some restrictions.
Councilor Woodruff commented on the criticism by
some members in the community that the City is too
easily swayed by what developers want. The intent
is to get the word out to the development
community that "we want to take more control."
Mayor Dirksen noted the amendments give the
opportunity for the City to place requirements on
development.
Councilor Wilson said the language could be
streamlined as it is now difficult to understand,
contains ineffective provisions, and will be difficult
to administer.
Planning Manager Bewersdorff suggested the
proposed amendments could be used as a pilot and
evaluated as the Comprehensive Plan is reviewed.
He said the Planned Development amendments,
while tough to administer, were workable.
Mayor Dirksen said the proposal had been reviewed
by a citizen committee and the Planning
Commission and he would like to see the new
regulations applied to the next two or three planned
developments to assess their effectiveness.
Discussion followed on specific requirements such
as minimum lot-width requirements, the possibility
of more planned developments because of
redevelopment and/or rezoning.
The City Council legislative public hearing for the
proposed amendments to the Planned Development
sections of the Code is scheduled for October 24,
2006.
6. Enhanced Assistant City Manager Newton presented the staff
Citizen report on this agenda item. Highlights include:
Participation ➢ Progress on the neighborhood program made
with the assistance of the Committee for Citizen
Involvement (CC I). Three pilot areas were
Tigard City Council Minutes - October 17, 2006 10
Agenda Item Discussion & Comments Action Items follow u
identified last December located in the
Summerfield, Beaverton School District, and
Metzger areas within the City of Tigard.
Contacts were made with residents within these
areas through a variety of methods including
meetings held at schools and attending events
and activities occurring for other reasons in the
neighborhood. Of the 117 people contacted, 74
indicated they were interested in participating in
the neighborhood program.
➢ CCI will be assisting with ideas for partnering
with neighborhoods to identify neighborhood
issues.
➢ Neighborhood input will be solicited for the
Community Investment Program (CIP). Needs
for neighborhoods could be identified; e.g.,
sidewalks.
➢ Neighborhoods will be involved in the
Neighborhood Watch and promoting the
National Night Out.
➢ Discussions are being held with CCI to
determine how to facilitate neighborhood input
on land use issues. Neighborhood concerns
could be shared by a neighborhood
representative at the land use hearing.
➢ Improvements to the web page continue to be
considered and implemented. One proposal
would be to provide support for a
"neighborhood" page, which could include
school activities, crime statistics, and
neighborhood news.
➢ The information provided through the
Community Connector Program will be "rolled"
into neighborhood websites.
➢ Other components of the neighborhood
program include:
o Community Emergency Response Team
volunteers from each neighborhood.
o Community unity building through
beautification and clean-up projects.
o Solicit input from the neighborhoods for
the Comprehensive Plan Update.
o School liaisons to provide information on
school events and needs.
The CCI will monitor the neighborhood program
Tigard City Council Minutes - October 17, 2006 11
Agenda Item Discussion & Comments Action Items follow u
and communicate with staff about what is or is not
working.
Next steps will be to contact a primary group of
people within the pilot areas and conduct research
on website designs. The CCI will evaluate the
program.
There was discussion about the information that
could be offered on neighborhood websites
including names of CERT volunteers, crime
statistics, and land use activity.
Non Agenda Council tentatively set its goal-setting meeting for
December 11, 1-5 p.m. Staff will ask for written
recommendations on next year's Council goals from
Board and Committee chairs.
Updates on TriMet service and the Oregon
Department of Transportation will be scheduled for
a Council meeting by the end of this year.
Adjournment The meeting adjourned at 9:55 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
C~
C-2)
Catherine Wheatley, City Recorder
Attest:
Mayor, City of Tigard
Date: j ~ 1& . C) C9
Oadmtcathytccmt2008t06101 Tdoc
Tigard City Council Minutes - October 17, 2006 12
TIGARD CITY COUNCIL "r
WORKSHOP 24
MEETING
OCTOBER 17, 2006 6:30 p.m. s"T
TIGARD CITY HALL
13125 SW HALL BLVD
TIGARD, OR 97223
PUBLIC NOTICE:
Assistive Listening Devices are available for persons with impaired hearing and should be scheduled
for Council meetings by noon on the Monday prior to the Council meeting. Please call 503-639-4171,
ext. 2410 (voice) or 503-684-2772 (MD - 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
TIGARD CITY COUNCIL AGENDA - OCTOBER 17, 2006 page 1
AGENDA
TIGARD CITY COUNCIL WORKSHOP MEETING
OCTOBER 17, 2006
6:30 PM
1. WORKSHOP MEETING
1.1 Call to Order - Tigard City Council
1.2 Roll Call
1.3 Pledge of Allegiance
1.4 Council Communications & Liaison Reports
1.5 Call to Council and Staff for Non-Agenda Items
6:35 PM
2. JOINT MEETING WITH LOAVES & FISHES SENIOR CENTER BOARD
Staff Report: Risk Manager
7:05 PM
3. JOINT MEETING WITH THE BUDGET COMMITTEE
Staff Report: Finance Department
8:051'M
4. PRESENTATION OF TIGARD COMMUNITY PROFILE - 2006 EDITION
Staff Report: Community Development Department
8:15 PM
5. PLANNED DEVELOPMENT CODE AMENDMENT
➢ Staff Report: Community Development Department
8:45 PM
6. ENHANCED CITIZEN PARTICIPATION UPDATE
➢ Staff Report: Administration
):15 PM
7. COUNCIL LIAISON REPORTS
TIGARD CITY COUNCIL AGENDA - OCTOBER 17, 2006 page 2
8. NON AGENDA ITEMS
9. EXECUTIVE SESSION: The Tigard City Council may go into Executive Session. If an
Executive Session is called to order, the appropriate ORS citation will be announced
identifying the applicable 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.
9:30 PM
10. ADJOURNMENT
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TIGARD CITY COUNCIL AGENDA - OCTOBER 17, 2006 page 3
Agenda Item #
Meeting Date 10/17/06
COUNCIL AGENDA ITEM SUMMARY
City Of Tigard, Oregon
Issue/Agenda Title oin eetin with Loaves & Fishes Senior Center Board
Prepared By: Loreen Mill Dept Head Approval: City Mgr Approval: -of
ISSUE BEFORE THE COUNC
Annual joint meeting with the Loaves & Fishes Senior Center Director & Board.
STAFF RECOMMENDATION
Discussion only, no action is anticipated.
KEY FACTS AND INFORMATION SUMMARY
The City has partnered with Loaves and Fishes since the mid-70's to provide senior meals and programming in Tigard.
In the fall of 2001, Council and the Senior Center Steering Committee began annual joint meetings which provides an
open forum to discuss senior programming and service provision to the significant multi-cultural senior population in
our community. Tigard's population of 65 and older is over 10% with baby boomers making up another 22% of our
population base.
Focus areas for Loaves and Fishes as they provide services and programs in Tigard are to:
• Provide a nutrition and social service program for the senior population
• Keep current service/programming relevant for today's senior population
■ Meet the escalating demands for service/programming as the "baby boomers" mature
Since the last visit with Tigard City Council, Loaves and Fishes has agreed to continue providing programs and services
in the Tigard are by signing a renewed five year lease and program contract in June. In that agreement, Loaves and
Fishes also agreed to provide benchmark and performance measurements of their programs & services annually.
Recognizing service and program needs are on the rise and space is limited at the existing Senior Center, the City
Council authorized a CDBG grant application on 9/26/06 to remodel and enlarge the Center. If awarded, the remodel
project will be completed during the 2007/08 fiscal year. It is recognized this remodel will not resolve all space needs.
The CDBG grant funding is not sufficient enough to request a substantially larger building at this time, but this remodel
will address the most serious needs now.
Loaves and Fishes provide regional assistance in fund-raising efforts for the Senior Center operation and programming.
Loaves and Fishes continues to run a very cost effective program, however, these efforts alone will not be enough to
meet the "baby boomer" explosion on the senior service industry. Since 1 / 1 /06, Loaves and Fishes has increased its
program in the region by providing services to Clark County Washington and at least Meals-On-Wheels service to all
cities in Washington County.
OTHER ALTERNATIVES CONSIDERED
N/A.
COUNCIL GOALS AND TIGARD BEYOND TOMORROW VISION STATEMENT
Tigard Beyond Tomorrow - Community Character & Quality of Life Goals:
Community Diversity - Ethnic groups represented in Tigard will be recognized and involved in the community.
Community Participation - The community will be encouraged to participate in all decision-making processes.
ATTACHMENT LIST
N/A.
FISCAL NOTES
The City currently participates in funding the Loaves & Fishes Senior Center operation by providing cash in the
amount of $24,000 in this fiscal year and in-kind services valued at about $66,000. In-kind services include most
utilities, janitorial services, Public Works staff time and materials for building maintenance, etc.
Operating Budget - Loaves & Fishes Budget
The 2006/07 Loaves and Fishes budget show the following revenue sources (excludes in-kind services) for the
Tigard Center:
$ 59,220 Federal Government funding received through Loaves and Fishes applications
$ 49,000 Local participant contributions and fundraising
$ 24,000 City of Tigard funding
$122,580 Loaves & Fishes funding
Total 06/07 annual operating budget for the Tigard Center
Building Improvement Budget - City CIP Budget
The 2006/07 City CIP budget for the Tigard Center:
200-000 Architectural/engineering design/construction plans and bid document preparation.
The 2007/08 City CIP budget for the Tigard Center:
$350,000 City of Tigard Senior Center Building Remodel
$100,000 Loaves & Fishes donation to Tigard Senior Center Building Remodel Project
$450,00 Total 07/08 CIP budget for Tigard Center
Loreen\H:\DOCS\Senior Center= 10.17-06 Summary,doc
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Tigard enior Cehter Loaves & Fishes Centers, 'Inc.
8815 SW O'Mara, Tigard, OR 97223 7
503-620-4613 fax 503-620-4710 1
NAME Term Affiliation ADDRESS CITY ZIP PHONE
1 Art Davis 2007 Community-at-Large 12260 SW North Dakota Tigard, 97223 503-590-3
2 Barbara Powell 2006 Secretarj, Community-at-Large 10260 Shearwater Loop Beaver 97007 503-524-3975
3 Bill Gerkin c9D 2007 Chair, KC Lions, MOW 15885 S.W.Alderbrook Circle Tigard, .97224 503-639-4763
4 Carol Williams 2007 MOW (Meals on Wheels) 11545 SW Beef Bend Road Apt 37 Tigard, 97224 503-624-8864
5 Cheri Collier Pac. Pointe Lions, Pac Pointe 11777 SW Queen.Elizabeth King Ci 97224 503-684-1008
s Christa Topf Gift Shop TG Treasures Manager, Quilters 11385 S.W. Fairhaven Street Tigard, 97223. 503-620-2999
7 Corry Stolk ~LO 2007 Commurity-at-Large, KC Lions 16940 SW 129th Kin Ci 97224 503-598-0621
s Howard Olin Kiwanis Tigard Kiwanis 10195 SW Century Oak Dr Tigard, 97224 503-639-9529
9 Jane Herron 2009 Center 15745 SW Bull Mtn Rd Tigard, 97224 503-590-8242
10 Jay Leet Cjc, 2008 Community-at-Large 11415 SW Fairhaven Tigard, 97223 503-620-7749
11 Jean Haldorson CHIC CHIC(Community Health) 19300 SW 65th Ave Tualati 97062 503-692-2193
12 Kris Magaurn 3 CHIC ESL< PCC staff member 1200 Sunning-dale Road Lake O 97034 503-636-2888
13 Loreen Mills City of Tigard City of Tigard 13125. S.W. Hall Blvd. Tigard, 97223 503-639-4171
14 Mary Ann H i Garden Club Tigard Garden Club 8255 SW LaMancha Tigard, 97224 503-639-5168
15 Mary Ellen Segell) 2006 V. Chair/Centers Council, MOW 16699 S.W. 124th. Street Tigard, 97224 503-684-1465
16 Myrna Boyce 2008 Community-at-Large 14155 SW 97th PI Tigard, 97224 503-620-9646
STAFF
Karen Gardner Center Director 503-684-1112
Barbara Mahoney Center Staff Assistant 503-332-1958
Evelyn Stocking Kitchen Coordinator
6/15/2006
City of Tigard
FY 2005-06 Budget to Actual Analysis
General Fund
Unaudited Favorable/
Budget Actual (Unfavorable)
Beginning Fund Balance $8,671,679 $8,185,741 (5.1851938)
Current Revenues $17,213,140 $18,400,641 $1,187,501
Transfers-In 2,677,233 1,945,005 (732,2`18)
$19,890,373 $20,345,646 $455,273
Total Resources $28,562,052 $28,531,387 (530,665)
Operating Expenditures $17,996,873 $16,688,231 1,308,642
Transfers-Out 4,507,732 3,454,072 1,053,660
Contingency 927,211 0 927,211
Total Requirements $23,431,816 $20,142,303 $3,289,513
Net Gain/(Loss) ($3,541,443) $203,343
Ending Fund Balance $5,130,236 $8,389,084 $3,258,848
City of Tigard, Oregon
q
FY 2005-2006 Budget to Actual
100
General Fund
As of: June 30, 2006
I:\FIN\FY 05-06 budget to Actual Financials\IBudgct to Actual Financials 05-06 NEW.xlsUune Rcpo~ Favorable % Actual
Budget Units Budget Actual Unfavorable of Bud et
RESOURCES
Beginning Fund Balance $8,671,679 $8,185,741 (3485,938) 94.40%
Property Taxes $9,582,474 $9,998,252 $415,778 104.34%
Other Agencies $2,916,735 $2,882,919 ($.i3,8%) 98.84%
Fees & Charges $1,011,695 $1,465,042 $453,347 144.81%
Fines $650,827 $702,469 $51,642 107.93%
Franchise Fees $2,822,409 $3,042,188 $219,779 107.79%
Interest & Rentals $204,000 $290,879 $86,879 142.59%
Other Revenues $25,000 $18,892 $6,108) 75.57%
Subtotal Current Revenues $17,213,140 $18,400,641 $1,187,501 106.90%
'T'ransfers in from Other Funds $2,677,233 $1,945,005 ($732,223) 72.65%
Total Resources $28,562,052 $28,531,387 $:)0,(1(15) 99.89%
REQUIREMENTS
Operating Expenses
COMMUIV17YSER VICES
Police $9,253,956 $8,805,358 $448,598 95.15%
Library $2,580,733 $2,412,170 $168,563 93.47%
Social Services $177,300 $159,590 $17,710 90.01%
Total Community Services $12,011,989 $11,377,118 $634,871 94.71%
PUBLIC WORKS
Public Works Administration $759,205 $668,539 $902666 88.06%
Parks Maintenance $1,001,944 $989,940 $12,004 98.80%
Street Maintenance $911,193 $615,090 $296,103 67.50%
Total Public Works $2,672,342 $2,273,569 $398,773 85.08%o
DEVELOPMENT SERVICES
Community Development Administration $275,950 $258,215 $172735 93.57%
Current Planning $622,490 $572,992 $49,498 92.05%
Long Range Planning $697,412 $586,664 $110,748 84.12%
11 n 'ncerin $1,345,570 $1,255,825 $89,745 93.33%
Total Development Services $2,941,422 $2,673,696 $267,726 90.90%
POLICY& ADMINISTRATION
Mayor & City Council $133,988 $137,422 ($3,434) 102.56%
Administrative Services $237,132 $226,426 $10,706 95.49%
Total Policy & Admin $371,120 $363,848 $71272 98.04%
Total Operating Expenses $17,996,873 $16,688,231 $1,308,642 92.73%
Transfers $4,507,732 $3,454,072 $1,053,660 76.63%
Contingency $927,211 $0 $927,211 0.00%
Total Requirements $23,431,816 $20,142,303 $3,2892513 85.96%
Ending Fund Balance $5,130,236 $8,389,084 $3,258,848 163.52%
City of Tigard
FY 2005-06 Budget to Actual Analysis
General Fund Transfers
Unaudited Favorable/
Budget Actual (Unfavorable)
Transfers In
Public Works Administration $502,021 $469,225 l$32,796)
Street Maintenance 867,939 615,090 (252,849)
Community Development Administration 182,003 170,196 (1'1,8(.Y17)1
Current Planning 209,904 188,406 (2.1,=198)
Engineering 449,420 401,643 ,17,777}
Criminal Forfeiture 50,000 332 (49,668;
Gas Tax Loan Repayment 94,001 94,001 0
Library Bequest Payment - Additional Hours 26,000 5,768 ('2(11,232)
Water Fund Loan 295,945 0 (295,9=15)
Miscellaneous 0 344 344
Total Transfers In $2,677,233 $1,945,005 'S-'32.228)
Transfers Out
Building Fund $36,490 $29,264 $7,226
Central Services Fund 2,778,005 2,615,393 162,612
Fleet/Property Management Fund 859,867 809,415 50,452
Parks Capital Fund 769,670 0 769,670
Water Fund 63,701 0 63,701
Total Transfers Out $4,507,732 $3,454,072 $1,053,660
As the City didn't purchase park land in FY 2005-06, the General Fund did not
need to borrow money from the Water Fund as planned and the General Fund
did not have to make a payment to the Water Fund for the loan nor did it transfer money
to the Parks Capital Fund.
City of Tigard, Oregon
FY 2006-2007 Budget to Actual =
100
General Fund
As of September 30, 2006
1:\1--IN\FY 06-07 Budget to Actual Financials\[Budget to Actual Financials 06-07.zlslSeptember Reports Favorable % Actual
Budget Units Budget Actual Unfavorable of Budget
RESOURCES
BeginningFund Balance $7,801,614 $8,389,084 $587,470 107.53%
Property faxes $10,225,860 $0 ($10,225,8610) 0.00%
Other Agencies $2,865,418 $336,259 ($2.1529;159) 11.74%
Fecs & Charges $1,216,325 $508,450 ($707,875) 41.80%
17incs $626,000 $175,869 ($450,131) 28.09%
Franchise Fees $3,422,000 $966,379 ($2,455,621) 28.24%
Interest & Rentals $217,400 $68,923 ($148,477) 31.70%
Other Revenues $26,000 $1,444 $24,5565.55%
Subtotal Current Revenues $18,599,003 $2,057,324 ($16,541,679 11.06%
Transfers in from Other Funds $22707,028 $689,035 ($2,01.7,993) 25.45%
Total Resources $29,107,645 $11,135,443 ($17,972,201 38.26%
REQUIREMENTS
Operating Expenses
COMMUNITYSERVICES
Police $9,437,947 $1,870,694 $7,567,253 19.82%
Library $22819,251 $492,301 $2,326,950 17.46%
Social Services $180,492 $120,384 $60,108 66.70%
Total Community Services $12,437,690 $22483,379 $9,954,311 19.97%
PUBLIC WORKS
Public Works Administration $758,658 $163,854 $594,804 21.60%
Parks Maintenance $1,100,853 $227,676 $873,177 20.68%
Street Maintenance $1,117,901 $263,655 $854,246 23.58%
Total Public Works $2,977,412 $655,185 $2,322,227 22.01%
DEVELOPMENT SERVICES
Community Development Administration $224,507 $53,665 $170,842 23.90%
Current Planning $632,376 $126,457 $505,919 20.00%
Long Range Planning $671,128 $119,642 $551,486 17.83%
Capital Construction & Transportation $1,024,795 $182,674 $842,121 17.83%
Development En ' eerie $434,097 $75,984 $358,113 N/A
Total Development Services $2,986,903 $558,422 $2,428,481 79.55%
POLICY& ADMINISTRATION
Mayor & City Council $113,795 $52,097 $61,698 45.78%
Administrative Services $234,570 $54,208 $180,362 23.11%
Total Policy & Admin $348,365 $106,305 $242,060 30.52%
NON-DEPARTMENTAL
Citywide Support $75,000 $0 $75,000 N/A
Total Non Departmental $75,000 $0 $75,000 0.00%
Total Operating Expenses $18,825,370 $3,803,291 $15,022,079 20.20%
1'ransfcrs $4,876,553 $1,329,080 $3,547,473 27.25%
Contingency $1,000,000 $0 $1,000,000 0.00%
Total Requirements $24,701,923 $5,132,371 $19,569,552 20.78%
Ending Fund Balance $4,405,722 $6,003,072 $1,597,350 136.26%
PUBLIC SAFETY LIABILITY MANAGEMENT, INC.
2441 NW Pinehurst Drive
McMinnville, Oregon 97128
® (503)434-5983
Fax (503) 435-0299
psim2003@verizon.net
T~~Vuuw;;-~ irNUcom vupu Qaym
City of Tigard Police Department
Functions Audit 2006/07
The City of Tigard is facing a challenge that confronts many cities at this time: growth in
demand for city services, driven by the increase in population of the city and inflationary
pressures, is increasing faster than City General Fund Revenues. Since the Police
Department is one of the major City services funded by the General Fund, it is only prudent
that the City examine the delivery of police services.
The City of Tigard Police Department has identified three areas of operation that they believe
may have an impact on their ability to efficiently and effectively deliver police services:
• Management of their property/evidence function
• Mutual aid and response outside the City of Tigard
• Recruitment and retention of qualified personnel
SCOPE OF WORK AND OBJECTIVES
Our approach to each area will be slightly different but related. The identified areas of
operation have a number of commonalities, but each also poses some unique challenges to
police management. However, our philosophy and approach to any issue or question is the
same: gather information on the current state of affairs, draw on our experience and networks
to identify best practices that may apply to addressing the issue or question, identify any
potential improvements or issues to be addressed, then work with the Police Department to
develop a strategy they can implement to improve the effectiveness and efficiency of the
Department.
Property/Evidence Management
The effective management of the Property/Evidence Function involves the optimal mix of
facilities, technology, processes and people. We propose to:
• Task 1: Review examine the current processes established by the Police Department
for seizing, processing, storage, and disposal of property and evidence by the Police
Department;
• Task 2: Review property/evidence facilities to assess their ability to meet current and
future Department needs;
• Task 3: Develop projections for the future requirements for the property/evidence
function based on growth projections for the City;
• Task 4: Identify potential improvements in property/evidence management for the
Department, with a focus on optimizing the present and future use of Department
resources;
• Task 5: Work with the Police Department to develop a plan to implement any
recommended changes to enhance the Department's property/evidence function.
Our product will include documentation of the current environment in the Department,
potential improvements or enhancements, and reasons, justifications, and anticipated
outcomes of the potential improvements or enhancements.
Mutual Aid
The effective use of mutual aid allows public safety agencies to control expenses by not
having to employ and schedule staff to respond to every incident. Used correctly it can
reduce the need to staff to meet extreme service requirements, increase efficient use of
resources by all public safety providers, and enhance inter-agency operation and
cooperation.
With mutual aid there is never an exact "balance" between services provided and services
received. However, it is only prudent that a police agency examine this balance to ensure
that their taxpayers are not continually "subsidizing" another jurisdiction that may have
chosen to fund and provide a lower level of services or a different mix of services.
We propose to:
• Task 1: Examine the mutual aid responses provided and received by the City of
Tigard Police Department, using data maintained in the Washington County
Consolidated Communications Agency (WCCCA) Computer Aided Dispatch (CAD)
system. To obtain a reliable sample but keep the scope of the analysis reasonable,
we propose to examine responses for the twelve months of Calendar year 2005.
• Task 2: Document, within the limitations of the data, the number and category of
mutual aid responses provided and received by the City of Tigard Police Department,
and surrounding agencies including the Cities of Beaverton, Tualatin, King City,
Durham, Sherwood, Lake Oswego, Portland, and unincorporated Washington County.
We will provide the documentation and summary of the mutual aid responses provided and
received by the City of Tigard Police Department, allowing the Police Department and elected
officials to make informed decisions on mutual aid policies.
Recruitment and Retention of Qualified Personnel
To develop a trained, competent police officer is an expensive proposition; it takes six to nine
months of training to get an officer trained to the point they can function without constant
supervision. It will be another two to five years until an officer is really proficient at their job.
These facts make the recruitment and retention of qualified personnel critical to the efficient
operation of a police agency.
We propose to:
• Task 1: Work with City of Tigard Human Resources staff to identify the number and
positions of those employees who have left employment with the City of Tigard, and to
the extent possible ascertain the reasons given for leaving employment with the City of
Tigard;
• Task 2: Interview Police Department staff, both at the management and line level,
seeking information and ideas on employee retention;
• Task 3: Identify potential elements of a retention strategy for consideration by the
Police Department and the City;
• Task 4: Work with the Police Department to develop a retention strategy for the
agency.
Our product will include the documentation of the current situation and potential elements of a
retention strategy including explanations and basic cost/benefit analysis; we will assist the
Tigard Police in the development of their retention strategy.
DELIVERABLES FROM PUBLIC SAFETY LIABILITY MANAGEMENT
Public Safety Liability Management will be responsible for the following specific deliverables
described below.
1. A technically and professionally competent assessment of the three areas identified by
the Police Department.
2. A draft report, which will be provided for review of accuracy of obtained information.
3. Ten (10) professionally bound copies of the final report.
PUBLIC SAFETY LIABILITY MANAGEMENT, INC.
2441 NW Pinehurst Drive
McMinnville, Oregon 97128
(503)434-5983
Fax (503) 435-0299
pslm2003@verizon.net
October 9, 2006
Robert Sesnon, CPA
Director of Financial and Information Services
City of Tigard
13125 SW Hall Blvd.
Tigard, OR 97223
Bill Dickinson
Chief of Police
Tigard Police Department
13125 SW Hall Blvd.
Tigard, OR 97223
Dear Sirs:
Attached is a copy of the Task, Time, and Support breakdown for the assessment of the
three areas identified by the Police Department: property/evidence management,
mutual aid, and employee retention. The breakdown is based on our best estimate of
the time required to perform the assessment, provide necessary documentation and
reports to the Police Department.
The fee for this project will be at a rate of $100.00 per hour plus expenses. The total
cost of the assessment will not exceed $7,500.00.
Rod Brown and I will be available to begin work on this assessment beginning
November 1, 2006. We anticipate it will take approximately 10 weeks to complete the
assessment and produce a final product. The exact timeline will be impacted by
availability of information from the City and our ability to schedule timely meetings with
critical personnel.
Letter to Robert Sesnon and Bill Dickinson
October 9, 2006
Page 2 of 2
Please let me know if we can provide any additional information.
Thank you for the opportunity to contribute to the Police Department and your City.
Steven Winegar, Ph.D.
Public Safety Liability Management
21867 SW Mandan Ct.
Tualatin, OR 97062
503-691-2124
503-539-4004 (cell)
stevewinegar(cDverizon.net
Attachment: Tasks, Time and Support
Cc: Rod Brown
City of Tigard Police Department
Tasks, Time, and Support
Estimated Materials, information or
Property/Evidence Function Responsible Time support needed from PD
Evidence policies and
procedures; blank and
Review and examine the current processes completed evidence/property
established by the police department for seizing, forms; meet with evidence
processing, storage and disposal of property and staff, officers and
Task 1 evidence. Rod 5.00 administrators
View facilities for evidence
Review property/evidence facilities to assess their submission, processing,
ability to meet current and future Department storage, retrieval, and
Task 2 needs. Rod 2.00 disposal.
Develop projections for the future requirements Growth projections for city
for property/evidence function based on growth population and area; workload
Task 3 projections for the city. Rod 1.00 projections for the PD
Identify potential improvements in
property/evidence management for the
Department, with a focus on optimizing the
present and future use of Department resources.
Task 4 Rod 8.00
Meet with administrators for
Work with the Police Department to develop a input on preliminary
plan to implement any recommended changes to assessment; meet with
enhance the Department's property/evidence evidence staff and officers to
Task 5 function Rod 4.00 develop implementation plan
Total Time 20.00
Estimated Materials, information or
Mutual Aid Response Responsible Time support needed from PD
Examine the mutual aid responses provided and Data from WCCCA CAD
received by the City of Tigard Police Department, system including Tigard PD
using data maintained in the WCCCA Computer officers responding outside city
Aided Dispatch System for the calendar year and other officers responding
Task 1 2005. Steve 5.00 into Tigard
Document, within the limitations of the data, the
number and category of mutual aid responses
provided and received by the City of Tigard Police
Department and surrounding agencies including Meet with Department
the Cities of Beaverton, Tualatin, King City, administrators to discuss
Task 2 Durham, Sherwood, Steve 10.00 preliminary assessment
Total Time 15.00
Estimated Materials, information or
Recruitment and Retention of Qualified Personnel Responsible Time support needed from PD
Work with the City of Tigard Human Resources
staff to identify the number and positions of those Meet with Human Relations
employees who have left employment with the staff for data and information
City of Tigard Police Department, and to the on people who have left
extent possible ascertain the reasons given for employment with the
Task 1 leaving employment with the PD. Steve 3.00 Department.
Interview Police Department staff, both Meet with Department officers,
management and line level, seeking information supervisors, and
Task 2 and ideas on employee retention. Steve 8.00 administrators
Identify potential elements of a retention strategy
for consideration by the Police Department and
Task 3 the City. Steve 6.00
Meet with administrators for
input on preliminary
assessment; meet with
Work with the Police Department to develop a Department staff to develop
Task 4 retention strategy for the agency. Steve 3.00 implementation plan
Total 20.00
Write draft report and submit to the City for
review for accuracy; draft final report after review
by City staff. Rod and Steve 10.00
Total Time 65.00
Daniel R. Koenig
i 13951 Leadwell St.
Van Nuys, CA 91405
Phone: 818 633-8632
Fax: 818 994-8850
email: DJKoenig@Earthlink.net
August 31, 2006
Mr. Bob Sesnon, Budget Director
City of Tigard
13125 SW Hall Blvd.
Tigard, OR 97223
Dear Mr. Sesnon:
As you suggested, I spoke to Chief Dickinson last week regarding a performance audit of the
Tigard Police Department. Enclosed you will find a proposal which includes specific tasks and a
time estimate to complete the identified audits. As the three audit areas (mutual aid, property
management and officer attrition) are unrelated, they can be conducted in whichever order you
prefer. I have estimated the cost for this project at $42,000. That includes 50 days of work at
$750 per day plus $4,500 in expenses, e.g., transportation, housing, per diem, and clerical
support. Should a segment(s) require less time to complete, the cost for that segment would be
reduced accordingly.
I appreciate the opportunity to submit this proposal and I look forward to your response. Just so
you are aware, I will be out of the country (vacation) from September 11 to September 30 during
which time I will have limited access to a phone or email.
Respectfully,
Dan Koenig
Enclosure
C: Chief Dickinson
Daniel R. Koenig, Management Consultant
13951 Leadwell St
Van Nuys, CA 91405
(818) 633-8632
DJKoenig@Earthlink.net
Performance Audit
Tigard Police Department
PROPOSED TASKS
a
1f~~3L'3fl 'Lf Crcdi I
Task 1- Familiarization with Project
Task 1:1 Familiarize myself with Tigard PD, City and County
Task 1:2 Review Tigard PD organizational structure 1 day
Task 1:3 Review Tigard PD operating manual(s); policies, rules & procedures
Task 2 - Mutual Aid Agreements
Task 2:1 Collect the data required for this audit
Task 2:2 Review state law & policies regarding mutual aid
Task 2:3 Review county policies & procedures regarding mutual aid
Task 2:4 Review existing Tigard PD mutual aid agreements
Task 2:5 Review existing Tigard Fire Department mutual aid agreements 15 days
Task 2:6 Analyze 3 years of data where Tigard PD provided mutual aid
Task 2:7 Analyze 3 years of data where mutual aid was provided to Tigard PD
Task 2:8 Review findings with Chief of police or his designee
Task 2:9 Prepare a draft report on findings and recommendations for review
Task 3 - Property Management
Task 3:1 Collect the data required for this audit
Task 3:2 Review 3 years of data to determine types of property being booked
Task 3:3 Examine Tigard PD's current procedures for booking property
acc 'Urbaw 9~
Task 3:4 Determine compliance with existing procedures
Task 3:5 Review property audits (3 years)
Task 3:6 Determine if audit recommendations were implemented and, if not, why not 15 days
Task 3:7 Review procedures for destroying/disposing of booked property
Task 3:8 Determine why bar coding system did not work
Task 3:9 Interview District Attorney representatives on evidentiary issues
Task 3:10 Identify best practices from other agencies that fit Tigard PD
Task 3:11 Review findings with Chief of Police or his designee
Task 3:12 Prepare a draft report of findings and recommendation for review
Task 4 - Retention of Sworn Officers
Task 4:1 Analyze officer attrition data (5 to 10 years)
Task 4:2 Analyze reasons given by former Tigard officers for leaving
Task 4:3 Interview a random sample of former Tigard officers (about 5 to 10)
Task 4:4 Interview officer-representation group regarding their perception of attrition
15 days
Task 4:5 Interview Tigard PD command staff regarding their perception of attrition
Task 4:6 Interview city personnel officials regarding their perception of attrition
Task 4:7 Review findings with Chief of police or his designee
Task 4:8 Prepare a draft report of findings and recommendations for review
Task 5 - Prepare Final Report
Task 5:1 Analyze feedback from draft reports
Task 5:2 Resolve any issues from that feedback
4 days
Task 5:3 Submit final report
Task 5:4 Present report & findings to City
1
• A Strategic Plan, not a Tactical Plan
• Presents a blueprint for current and future
technology investments
o • Presents the "big picture"
Strategic Technology Plan
Mission: Strategic Goals:
To provide a robust, reliable and secure information
technology Infrastructure that leverages available . Efficiency
and cost-effective functionality to empower users to
easily access the tools and information they need, • Reliability and Security
on demand. • Public Access and Customer Service
Efficiency
1. Implement and support a city-wide geographic information system
2. Implement and support a city-wide document management system
3. Implement financial system functionality to support an automated
and paperless office environment that provides users with on-
demand tools and information
4. Implement and support a human resource system
5. Implement and support a risk information management system
6. Implement and support a police report writing system
7. Develop and support an ongoing staff training program
1
Reliability and Security Public Access & Customer Service
1. Provide and maintain a secure and reliable technology 1. Electronic utility billing and payment options
Infrastructure 2. Electronic business tax receipt billing and payment options
2. Replace the current Novell Netware operating systems with
Microsoft Windows Server 3. Cityscape, agendas, and notices through web subscription
3. Application maintenance and support 4. Implement a fully automated online facilities reservation system
4. Draft a comprehensive business Interruption and continuity plan
Implement and support a risk information management system
y
2
~ A
0~
JGoodrich
C O N S U L T I N G
Tigard Public Library Performance Audit Proposal
October 6, 2006
Scope: Review work flow, materials flow, work processes, and staffing allocations of the Tigard
Public Library in order to identify potential efficiencies. Review will focus on processes that are
transaction heavy: circulation, holds processing, and delivery processing but will also include a
review of the library's customer self-sufficiency initiatives and public service enhancements.
Concise final report of findings and recommendations will be provided in bullet point format.
Process: The proposed process is designed to gather information about the library's current
practices and processes through reviewing available statistics, procedure manuals, annual
reports, job descriptions and staffing allocations, planning documents, and input and feedback
from the library's administration, managers, and staff. Information gathered in advance will
serve as valuable background information for the onsite visit. Talking with managers and staff
members and observing work processes and environment will provide additional information, as
well as allowing for clarification of previously gathered data. After the site visit, all information
will be analyzed, additional data needs identified, comparative data developed, and a draft report
written. The report will include findings and recommendations regarding the most effective and
efficient use of personnel, work methodologies, vendor services, equipment, and technology.
The report will be a concise, bullet-point, action-oriented report. This draft report will be
discussed with the client during another on-site visit. Any revisions will then be made and the
final report submitted to the appropriate city officials.
Task 1: Develop data gathering forms (questionnaires) for circulation, public service, and
technical services staff to fill out.
Task 2: Read and analyze statistics, other requested background materials, completed
questionnaires, plan for site visit.
Task 3: Three day site visit to TPL: interview managers and staff, observe workflow, work
processes and work environment. Discuss patron self-sufficiency and new service initiatives
with appropriate staff members.
Task 4: Review materials from visit, other information, conduct necessary additional research,
write draft report.
3424 NE 25th Ave. I Portland, OR
Task 5: Several hour visit to present draft report, discuss findings and recommendations, answer
questions.
Task 6: Revise report as needed; submit finished report.
Task 7: Make required presentations (if any).
Costs:
Estimated hours to conduct study: 87 @ $200 an hour = $ 17,400
Estimated expenses: No additional expenses are contemplated. If the City of Tigard has
specific requirements for the report, the possibility of additional expenses can be discussed.
Total Cost for study: $17,400
Implementation assistance, including telephone calls, emails, and site visits to assist managers
and staff in implementing recommendations can be negotiated on an hourly or project basis.
Timeframe: If staff questionnaires can be distributed and returned and a site visit scheduled for
November, the analysis and report could be completed by the end of December, 2006.
Qualifications:
Prior to becoming an independent library consultant seven years ago, Ms. Goodrich was Deputy
Director of the Multnomah County Library in Portland, Oregon. Her management portfolio with
that system included administration of the technical services, information technology, and
business office functions (including the system delivery). During her tenure with that system she
coordinated a branch workload project, provided oversight to a data management project, and
assisted with various materials flow analysis projects. She also served as project manager to two
separate strategic planning processes and represented the library on the county's strategic
planning effort for information technology.
In earlier positions, as a library director in South San Francisco and Idaho Falls and as Assistant
State Librarian of Nevada, she worked on library automation projects (including writing
specifications and analyzing bid responses). As head of Technical Services for the Ft.
Vancouver Regional Library, she was one of the first catalogers in the world to utilize MARC
records and managed a large department that acquired, cataloged and processed materials for a
three county public library system.
As a consultant, she has assessed the operations of technical services departments for the Lake
Agassiz Regional Library (MN), the Kitchigami Regional Library System (MN), the eiNetwork
(Pittsburg, PA), the Brooklyn Public Library (with consultant Diane Mayo), the Deschutes (OR)
Public Library System, the Fort Vancouver Regional Library District (WA), the Omaha (NE)
Public Library, and, with library consultant Susan Baerg Epstein, the Douglas County Library
District (CO) and the Camden County Library System (NJ). She has also reviewed cooperative
technical services options for the members of the Peninsula Library System (San Mateo, CA)
and cooperative options for the selection, acquisition and cataloging of international language
materials for the members of the Bay Area Library and Information System and the Silicon
Valley Library System in California.
2
She has performed operational assessments for the Solano County (CA) Library, the Omaha
Public Library, the Mid-Columbia Library System (WA), and the Sonoma County Library (CA),
the Ft. Worth Public Library, and the Las Vegas-Clark County Library District, and served as
project liaison to the Multnomah County Auditor's Office during the Service Efforts and
Accomplishments study of the Multnomah County Auditor.
Ms. Goodrich is the co-author, with consultant Diane Mayo, of the Public Library Association
book on workload analysis, Staffing for Results. She is completing a second book in the Results
series, HR for Results with consultant Dr. Paula M. Singer.
3
r
5
h
City of Tigard
FY 2005-06 Budget to Actual Analysis
General Fund
Unaudited Favorable/
Budget Actual (Unfavorable)
Beginning Fund Balance $8,671,679 $8,185,741 ($485,938)
Current Revenues $17,213,140 $18,400,641 $1,187,501
Transfers-In 2,677,233 1,945,005 (732,228)
$19,890,373 $20,345,646 $455,273
Total Resources $28,562,052 $28,531,387 ($30,665)
Operating Expenditures $17,996,873 $16,688,231 1,308,642
Transfers-Out 4,507,732 3,454,072 1,053,660
Contingency 927,211 0 927,211
Total Requirements $23,431,816 $20,142,303 $3,289,513
Net Gain/(Loss) ($3,541,443) $203,343
Ending Fund Balance $5,130,236 $8,389,084 $3,258,848
City of Tigard, Oregon
v
FY 2005-2006 Budget to Actual C
100
General Fund
As of. June 30, 2006
1:\F'W\F'Y 05-06 bodge, m Acmal Financials\[Budget m Actual Financials 05-06 NEW.AsUme Repom Favorable % Actual
Budget Units Budget Actual (Unfavorable) of Budget
RESOURCES
Beginning Fund Balance $8,671,679 $8,185,741 ($485,938) 94.40%
Property Taxes $9,582,474 $9,998,252 $415,778 104.34%
Other Agencies $2,916,735 $2,882,919 ($33,816) 98.84%
Fees & Charges $1,011,695 $1,465,042 $453,347 144.81%
Fines $650,827 $702,469 $51,642 107.93%
Franchise Fees $2,822,409 $3,042,188 $219,779 107.79%
Interest & Rentals $204,000 $290,879 $86,879 142.59%
Other Revenues $25,000 $18,892 $6,108 75.57%
Subtotal Current Revenues $17,213,140 $18,400,641 $1,187,501 106.90%
Transfers in from Other Funds $2,677,233 $1,945,005 ($732,228) 72.65%
Total Resources $28,562,052 $28,531,387 $30,665 99.89%
REQUIREMENTS
,Operating Expenses
COMMUNITYSERVICES
Police $9,253,956 $8,805,358 $448,598 95.15%
Library $2,580,733 $2,412,170 $168,563 93.47%
Social Services $177,300 $159,590 $17,710 90.01%
Total Community Services $12,011,989 $11,377,118 $634,871 94.71%
PUBLIC WORKS
Public Works Administration $759,205 $668,539 $90,666 88.06%
Parks Maintenance $1,001,944 $989,940 $12,004 98.80%
Street Maintenance $911193 $615,090 $296103 67.50%
Total Public Works $2,672,342 $2,273,569 $398,773 85.08%
DEVELOPMENT SERVICES
Community Development Administration $275,950 $258,215 $17,735 93.57%
Current Planning $622,490 $572,992 $49,498 92.05%
Long Range Planning $697,412 $586,664 $110,748 84.12%
Engineering $1,345,570 $ 5 825 $89,745 93.33%
Total Development Services $2,941,422 $2,673,6% $267,726 90.900/0
POLICY& ADMINISTRATION
Mayor & City Council $133,988 $137,422 ($3,434) 102.56%
Administrative Services $237132 $226,426 $10,706 95.49%
Total Policy & Admin $371120 $363,848 $7,272 98.04%
Total Operating Expenses $17,996,873 $16,688,231 $1,308,642 92.73%
Transfers $4,507,732 $3,454,072 $1,053,660 76.63%
Contingency $927,211 $0 $927,211 0.00%
Total Requirements $23,431,816 $20,142,303 $3,289,513 85.96%
End' Fund Balance $5130 $8,3892084 $3A8,848 163.52%
City of Tigard
FY 2005-06 Budget to Actual Analysis
General Fund Transfers
Unaudited Favorable/
Budget Actual (Unfavorable)
Transfers In
Public Works Administration $502,021 $469,225 ($32,796)
Street Maintenance 867,939 615,090 (252,849)
Community Development Administration 182,003 170,196 (11,807)
Current Planning 209,904 188,406 (21,498)
Engineering 449,420 401,643 (47,777)
Criminal Forfeiture 50,000 332 (49,668)
Gas Tax Loan Repayment 94,001 94,001 0
Library Bequest Payment - Additional Hours 26,000 5,768 (20,232)
Water Fund Loan 295,945 0 (295,945)
Miscellaneous 0 344 344
Total Transfers In $2,677,233 $1,945,005 ($732,228)
Transfers Out
Building Fund $36,490 $29,264 $7,226
Central Services Fund 2,778,005 2,615,393 162,612
Fleet/Property Management Fund 859,867 809,415 50,452
Parks Capital Fund 769,670 0 769,670
Water Fund 63,701 0 63,701
Total Transfers Out $4,507,732 $3,454,072 $1,053,660
As the City didn't purchase park land in FY 2005-06, the General Fund did not
need to borrow money from the Water Fund as planned and the General Fund
did not have to make a payment to the Water Fund for the loan nor did it transfer money
to the Parks Capital Fund.
1
City of Tigard, Oregon
FY 2006-2007 Budget to Actual C
100
General Fund
As of. September 30, 2006
LVINV Y 06-07 Budget to Actual Financials\IBud t to Actual financials 06-07a1sJSe tember R Torts Favorable % Actual
Budget Units Budget Actual (Unfavorable) of Budget
RESOURCES
Beginning Fund Balance $7,801,614 $8,389,084 $587,470 107.53%
Property Taxes $10,225,860 $0 ($10,225,860) 0.00%
Other Agencies $2,865,418 $336,259 ($2,529,159) 11.74%
Fees & Charges $1,216,325 $508,450 ($707,875) 41.80%
Fines $626,000 $175,869 ($450,131) 28.09%
Franchise Fees $3,422,000 $966,379 ($2,455,621) 28.24%
Interest & Rentals $217,400 $68,923 ($148,477) 31.70%
Other Revenues $26,000 $1,444 ($24,556 5.55%
Subtotal Current Revenues $18,599,003 $2,057,324 $16,541,679 11.06%
Transfers in from Other Funds $2,707,028 $689,035 ($2,017,993) 25.45%
Total Resources $29,107,645 $11,135,443 ($17,972,202 38.26%
REQUIREMENTS
Operating E\ enses
COMMUNITYSERVICES
Police $9,437,947 $1,870,694 $7,567,253 19.820/6
Library $2,819,251 $492,301 $2,326,950 17.46%
Social Services $180,492 $120,384 $60108 66.70%
Total Community Services $12,437,690 $2,483,379 $9,954,311 19.97%
PUBLIC WORA S
Public Works Administration $758,658 $163,854 $594,804 21.60%
Parks Maintenance $1,100,853 $227,676 $873,177 20.68%
Street Maintenance $1,117,901 $263,655 $854,246 23.58%
Total Public Works $2,977,412 $655185 $2,322,227 22.01%
DEVELOPMENT SERVICES
Community Development Administration $224,507 $53,665 $170,842 23.90%
Current Planning $632,376 $126,457 $505,919 20.00%
Long Range Planning $671,128 $119,642 $551,486 17.83%
Capital Construction & Transportation $1,024,795 $182,674 $842,121 17.83%
Development En eerie $434,097 $75,984 $358,113 N/A
Total Development Services $2,986,903 $558,422 $2,428,481 79.55%
POLICY& ADMINISTRATION
Mayor & City Council $113,795 $52,097 $61,698 45.78%
Administrative Services $234,570 $54,208 $180,362 23.11%
Total Policy & Admin $348,365 $106,305 $242,060 30.520/6
NON-DEPARTMENTAL
Citywide Support $75,000 $0 $75,000 N/A
Total Non Departmental $75,000 $0 $75,000 0.000/0
Total Operating Expenses $18,825,370 $3,803,291 $15,022,079 20.20%
Transfers $4,876,553 $1,329,080 $3,547,473 27.25%
Contingency $1,000,000 $0 $1,000,000 0.00%
Total Requirements $24,701,923 $5,132,371 $19,569,552 20.78%
Endin Fund Balance $4,405,722 $6,003,072 $1,597,350 136.26%
1
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TIGARD
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1
1 Strategic Technology Plan
1
~ October 11, 2006
1
1
Table of Contents
' Introduction .....................................................................................................................................2
Mission . . 2
Strategic Goals
' Efficiency
.2
Reliability and Security 2
Public Access and Customer Service
' Guiding Principles
Strategic Objectives 4
' Goal 1- Efficiency
1.1 Implement and support a Cit},-wide geographic information system 5
' 1.2 Implement and support a City-wide document management system 9
1.3 Acquire & implement financial system functionality to support an automated & paperless
office environment that provides users with on demand tools & information 12
' 1.4 Implement and support a human resource management system 15
1.5 Implement and support a risk information management system 18
1.6 Implement and support a police report writing system 20
1.7 Develop and support an ongoing staff training program
Goal 2- Reliability and Security
' 2.1 Provide and maintain a secure and reliable technology infrastructure 24
2.2 Replace the current Novell Netware operating systems with Microsoft Windows Server, and
Novell GroupWise email system with Microsoft Exchange 26
' 2.3 Application maintenance and support 28
2.4 Draft a comprehensive technology interruption and continuity plan 31
Goal 3- Public Access and Customer Service
3.1 Electronic utility billing and payment options
3.2 Electronic business tax receipt billing and payment options 35
' 3.3 Cityscape, agendas, notices through web subscription 37
3.4 Implement a fully automated online facilities reservation system 38
' 1 City of Tigard - Strategic Technology Plan
' Introduction
As the City continues to respond to an ever-increasing demand for services with limited
' resources, one answer is to leverage technology to the greatest extent possible in order to
provide these services ni a more efficient and cost effective manner. As everyone knows, there
have been remarkable strides in computing technology over the past few years. Today, City staff
' depend heavily on computing technology to accomplish a wide variety of functions and this
dependency underlines the importance and value this technology has to the organization. It is a
significant asset that must be well supported and protected in order to maximize its usefulness.
' The applications and systems that are in use today have been deployed over many years by many
different people and in an inconsistent manner. Established standards for evaluating and
' implementing such applications and technology are still largely absent. Furthermore, business
processes have evolved over several decades without critical reevaluation and often do not
follow best business practices, nor do they take full advantage of the available technology. The
' information which virtually everyone needs in order to fulfill their job responsibilities and make
decisions must frequently be compiled from multiple sources and systems.
This document serves to establish a vision for our City's use of information technology over the
next five years, and the strategy for achieving this vision. The City has made significant
investments in technology and it is essential that future spending be well planned in order to
' maximize our return on investment. While intended to represent a five-year view, due to the
ever-changing nature of information technology it is essential that this document be updated
annually.
Mission
' To provide a robust, reliable and secure information technology infrastructure that leverages
available and cost-effective functionality to empower users to easily access the tools and
information they need, on demand.
Strategic Goals
' 1. Efficiency- Users should be empowered to access the screens and information they need in
' order to accomplish their assigned duties, directly from their desktops, on demand.
Underlying business processes should minimize the total number of steps, involve as little
paperwork and related filing efforts as possible, and eliminate the need for maintaining
' multiple duplicative databases and side systems. All user interfaces should be intuitive and
easy to access and use.
' 2. Reliability and Security- Users should have a high degree of confidence that the
applications and other information technology they use will be available when they need it
and that, in the event of system failure, data is protected and the system will return to
' operational status within a reasonable period of time. This should be accomplished
primarily by providing safeguards to rp event system failures from occurring in the first place
but also by having backup systems and procedures in place to mitigate the loss of data and
' downtime in the event of system failure.
' 2 City of Tigard - Strategic Technology Plan
1
' 3. Public Access and Customer Service- We should strive to take full advantage of the
intemet and web-based technologies to provide cost-effective and efficient service to, and
improved communication with, our citizens and customers.
Guiding Principles
' • There should be a central review and coordination of information and telecommunication
technology.
' • Information technology standards should be established and consistently followed.
The City should strive to provide access to information and services.
• Information technology should enable effective and efficient service delivery.
• Critical business process review and reengineering should accompany all deployment of
information technology.
' 9 Data and information should be secure at all times.
• The information technology infrastructure should be highly reliable.
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' 3 City of Tigard - Strategic Technology Plan
' Stmtegic Objectives
Goal 1- Efficiency
1.1 Implement and support a city-wide geographic information system
1.2 Implement and support a city-wide document management system
1.3 Implement financial system functionality to support an automated and paperless office
environment that provides users with on-demand tools and information
' 1.4 Implement and support a human resource system
1.5 Implement and support a risk information management system
1.6 Implement and support a police report writing system
1.7 Develop and support an ongoing staff training program
Goal 2 - Reliability and Security
' 2.1 Provide and maintain a secure and reliable technology infrastructure
2.2 Replace the current Novell Netware operating systems with Microsoft Windows Server
2.3 Application maintenance and support
' 2.4 Draft a comprehensive business interruption and continuity plan
Goal 3 - Public Access and Customer Service
' 3.1 Electronic utilitybilling and payment options
3.2 Electronic business tax receipt billing and payment options
3.3 Cityscape, agendas, and notices through web subscription
' 3.4 Implement a fully automated online facilities reservation system
' 4 City of Tigard - Strategic Technology Plan
' 1.1 Implement and Support a City-wide Geographic Information
System
' Description
A geographic information system (GIS) is a system for creating, integrating, storing,
analyzing and managing spatial data and associated attributes. A great amount of
information that city staff uses to accomplish their daily duties exists in geographical form,
' such as water and sewer line locations, crime data, parcel information, etc.
Background and Current Status
t Tigard began using GIS in 1989 to automate maps and facilitate map production. The
technology is currently being used primarily in the Community Development and Public
' Works areas for long-range planning projects, zoning maintenance, comprehensive maps, ad
hoc analysis, and maintaining data on citywide utility infrastructure. Unfortunately, the
current GIS system within the City is highly decentralized, with each department responsible
t for maintaining their own data, developing their own standards and procedures, and
managing their own personnel resources. Current data formats used by the City are
incompatible with other business data and therefore limit the City's ability to share
' information across departments. Additionally, the City's GIS makes use of outdated formats
and/or systems, several of which are no longer supported by vendors. The current
decentralized GIS also involves numerous inefficiencies and redundancies.
' There are many other needs that can be addressed using GIS, including construction permit
analysis, crime tracking and analysis, emergency operations, library circulation trends,
' infrastructure management, and work orders, to name but a few. In addition, much of this
information would be of use to citizens if it were readily available through the internet. But
before these needs can be satisfied, a city-wide, enterprise GIS needs to be developed and
' implemented. This will resolve the many problems inherent with the current system and will
provide a standardized framework for deploying this technology in other areas of the
organization.
' Recognizing that a GIS is relevant to many of the departments and functions throughout the
city, a GIS Coordinator was hired in early 2006 to formulate a work plan, develop standards,
' coordinate the efforts of the GIS technicians in other departments, and provide technical
expertise. In addition, a GIS steering committee consisting of representatives from several
departments has been formed to provide input and guidance to the GIS Coordinator.
Objectives
' Objectives for the City's GIS focus on establishing the enterprise system over the next 36
months, followed by establishing the GIS Program. Given the newness of the system,
objectives for 2009-2011 are not identified here, but will be evaluated during the formulation
t of the GIS Program (2008).
2006-07
1
' 5 City of Tigard - Strategic Technology Plan
' • Complete Phase 1 of the GIS Strategic Plan (Strategy and Planning), including
completion of preliminary assessment, organizational planning, cost analysis and
financing and implementation plans
' • Complete Phase 2 of the GIS Strategic Plan (Analysis and Design), including
completion of business process and workflow analysis, system architecture
' design, assessment of current data, database design and applications design
• Complete phase 1 of pilot project- crime data mapping functionality available for
' internal staff use
2007-08
• Complete phase 2 of pilot project- crime data mapping available to the public
through the intemet
' • Complete Phase 3 of the GIS Strategic Plan (Development), including data and
standards development, database and applications development, and articulation
' of testing and training plans
• Complete Phase 4 of the GIS Strategic Plan (Deployment), including data,
' database and applications deployment and implementation of the testing and
training plans
' 2008-09
• Complete Phase 5 of the GIS Strategic Plan (Production and Operation),
including the establishment of maintenance standards, performance monitoring,
' and completion of all documentation
• Verify that all established goals & objectives of the comprehensive GIS Strategic
' Plan have been obtained
Projected Costs and Funding Sources
FY FY FY FY FY
' 2006- 2007- 2008- 2009- 2010-
2007 2008 2009 2010 2011 Totals
Implementation
' Phase 1 Strategy & Planning
Phase 2 Analysis & Design
(Partial) 125,900 125,900
Phase 2 (Remaining)
' Phase 3 Development
Phase 4 Deployment 528,350 528,350
Phase 5
' Production/Operation 105,000 105,000
Total Implementation Costs 125,900 528,350 105,000 - - 759,250
Operating & Maintenance 101,500 122,790 184,987 215,536 247,052 871,865
Total 227,400 651,140 289,987 215,536 247,052 1,631,115
6 City of Tigard - Strategic Technology Plan
' Return on Investment
' GIS technology has been implemented in many organizations and the technology has
matured greatly in the past 10-15 years. Many of these organizations have realized great
increases in efficiency and access to information and 2:1 to as high as 6:1 benefit to cost
ratios are common.
It is anticipated that the majority of City departments will benefit from GIS functionality.
' However, Public Works, Community Development and Police will receive the greatest
benefit. Upon completion of this initiative, the following should be fully operational, in
active use and observable:
' Public Works
• Electronic maps will be available and readily accessible to locate with a relatively high
' degree of precision city facilities including water and sewer lines, fire hydrants,
connections, manholes, shut-off valves, electrical and gas service lines, stormwater
and all other underground services. Staff should be able to zoom in on any item and
obtain, on demand, all pertinent information.
• The need to access paper maps and drawings to obtain location and other
information on infrastructure will be eliminated.
' • Staff seeking the location of utilities will access maps electronically while in the field,
as opposed to researching paper maps and other documents in the office before
' traveling to.the location.
• All pertinent and relevant data on such facilities should also be readily available, such
as the size of water, sanitary sewer and stormwater pipes, maintenance and repair
' dates, notes, etc.
Community Development
' • Staff will have access to and be able to view permits and other documents relating to
a particular parcel from GIS
• Staff will be able to view the entire utility system within a specified area, on demand.
' • Ability to zoom in and view tax lot data such as address, owner, size, zoning, utility
locations, GPS coordinates, etc.
• Ability to easily generate mailing lists for notices and other projects.
' Well defined rules for data collection
• Data is shared between Metro and other regional governments
' Police
• Police officers will be empowered to analyze mapped crime data to more readily see
' patterns and to identify problematic areas so that appropriate action can be taken.
• Citizens will be provided access to GIS through the intemet and empowered to
access and view crime data and other public safety information in their
' neighborhoods and/or other areas.
• Providing direct access to citizens will free up valuable time for the Public
Information Officer and other staff who would otherwise need to answer such
' questions.
' 7 City of Tigard - Strategic Technology Plan
' Other
• Utility Billing staff will be empowered to readily ascertain parcel and utility
' service locations.
• Citizens will have access to maps and information such as zoning, location of
utilities, and crime data.
1
' 8 City of Tigard - Strategic Technology Plan
1
' 1.2 Implement and Support a City-wide Document Management
System
Description
A document management system (DMS) is a system that captures paper and electronic
documents and indexes, tracks and stores them electronically in such a way that they can be
located and retrieved quickly from any workstation by any user with appropriate security.
' Background and Current Status
' Currently the city does not have a document management system. In a few isolated cases
documents are scanned and saved as PDF documents which are then saved in folders on
shared drives. However, these documents are not indexed nor are they logically related to
' other records and are not readily accessible to many of those needing to view these
documents. Several city divisions keep track of these using various tools including Microsoft
Access, Word and Excel.
Many building-related documents are delivered to a third-parry and microfilmed. While this
greatly reduces the physical volume of records, the location and retrieval of these documents
is still largely a manual process and can only be accomplished using the city's two available
microfilm readers. A considerable amount of staff time is spent managing this process.
' Throughout the city dozens of file cabinets are in active use. These not only represent a
sizable investment but they also take up a good deal of valuable office space. Far more
importantly, significant amounts of staff time and resources are spent throughout the
organization handling and filing documents in these cabinets. This also represents an
internal control weakness because these records are at risk of being permanently destroyed in
the event of a fire or other disaster.
' Two separate records tracking systems are in use in the organization by city-wide central
records. A Microsoft Access program is used primarily to log records for offsite storage and
to track retention. The other system, Image Flow Lite, more commonly referred to as
"Clerks Index", is used to track onsite records. While these systems perform their functions
adequately, they are not integrated with one another and exist to support a completely
manual, paper records system.
Underlying all the records activity are business processes that are relatively unchanged from
those in place years and decades before. In spite of major advancements in technology the
vast majority of processes still involve the generation and handling of considerable quantities
of paper records. The city has an opportunity to realize significant productivity
' enhancements if two initiatives are undertaken. The first should be a comprehensive review
and reengrneering of existing business processes to eliminate redundancy and steps that do
not add value. The second should be to implement a city-wide document management
system that eliminates the need for many of the existing file cabinets and paper files and
instead provides an efficient and secure means to store and retrieve records on demand.
' 9 City of Tigard - Strategic Technology Plan
' Objectives
2006-07
• Complete an inventory, by department, of documents and forms that are currently
being filed and/or otherwise saved. Determine the necessary security and retention
period required for each type of document. Identify forms that should be replaced
with a data-entry screen.
' • Hire a consultant to assist with the drafting of a citywide needs analysis and related
request for proposal to obtain a document management system.
' • Issue the request for proposal in order to obtain bid responses and costs.
• Include the document management system licensing, related hardware, and
implementation in the FY 2007-08 budget.
• Complete reviews of underlying business processes in each department in order to
' identify the changes necessary to maximize staff efficiency and eliminate redundancy
of effort.
' • Develop a detailed implementation plan for deployment of the document
management system
' 2007-08
• License document management system software and purchase scanners and other
necessary hardware.
' • Fully implement the document management system, including all necessary changes
to supporting business processes and procedures.
' Projected Costs and Funding Sources
There is currently $25,000 reflected in the 2006-07 fiscal year adopted budget to fund a
' needs analysis and draft a request for proposal. This amount should be more than adequate
to complete these steps. The cost of software and necessary equipment is estimated to be
' roughly $40,000.
Return on Investment
' Upon completion of this initiative, the following should be fully operational, in active use
and observable:
' • All contracts and many other types of documents will be captured and stored
electronically. The original paper copies will be either destroyed (assuming this is
' appropriate and legal) or boxed and archived offske.
• The organization, as a whole, should experience a significant reduction in paper
costs.
• Staff will be empowered to access necessary documents on demand and from their
desktops, without the need to access and copy paper documents.
• Filing activities should be greatly reduced and result in a significant increase in
efficiency and productivity as this time is available for other functions.
• As old files are purged, the need for filing cabinets will be greatly decreased and
many will be removed.
• The Microsoft Access database and Image Flow Lite program will be eliminated.
10 City of Tigard - Strategic Technology Plan
1
• Retention schedules will be maintained within the document management system.
Retention dates will be assigned automatically depending on document type and/or
other criteria and the need to manually perform this function will be eliminated.
• Business processes will have been re-engineered to take full advantage of document
management functionality to eliminate redundancy and unnecessary tasks.
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' 11 City of Tigard - Strategic Technology Plan
' 1.3 Acquire and Implement Financial System Functionality to
Support an Automated and Paperless Office Environment that
' Provides Users with On Demand Tools and Information.
Description
The financial system performs two very important and fundamental functions: it collects the
financial data generated as a result of city operations, and provides a means of reporting
' financial and budgetary information based on this data. A system's ability to perform these
functions well is essential for a city to operate efficiently and effectively.
' Background and Current Status
The City has used Springbrook Software's financial system since approximately 1988. The
' system performs most essential accounting functions such as general ledger, purchasing,
accounts payable, utility billing, fixed assets and payroll. Access to this system is limited
primarily to Finance Operations staff, and currently no Exec staff access or use the financial
' system directly. Springbrooks design is based on the "old model" and can be characterized
as follows:
• Users must log in to the system and possess specific knowledge in order to navigate
' to needed screens and run reports. This in itself constitutes a significant barrier to
having non-finance staff access and use the system.
• Transactions often start with a manual form, or they are created in an application
other than Springbrook and later converted to paper form.
• Virtually all approvals are obtained by manually routing for rns for signature.
' • Once the required approvals are obtained the data is then entered into the financial
system, thus constituting an entire duplication of effort for the given transaction.
• The forms and other materials are in most cases filed, creating additional and
significant amounts of effort.
• Financial reports are printed to PDF files on a monthly basis. Users are limited to
these generated reports unless specific requests are made to Finance Operations
' staff. In a limited number of cases non-finance staff accesses the Springbrook
system to run reports.
• Due in large part because users cannot easily obtain the information they need
' directly from the financial system, a significant amount of data is collected and
maintained on spreadsheets and other side systems. For example, all community
investment program pro)ect activity is tracked on spreadsheets, requiring a significant
amount of personnel resources to maintain.
In spite of its limitations, the current financial system possesses several strong attributes.
' For example, the utility billing module is quite robust and possesses a rich functionality set
(this was Springbrool's first and main emphasis). Recent enhancements to this area allow
customers to pay online and through direct debit. In addition, the financial system performs
' many duties well and Finance staff is, overall, satisfied with the company's support for the
product.
12 City of Tigard - Strategic Technology Plan
1
' In order to realize significant improvements in the efficiency of financial operations, certain
functionality must be acquired and implemented. This "new model" would possess the
following core functionality.
' • An intuitive and simple user interface is essential in order to overcome the
"accounting system" barrier and provide users with real access to the screens and the
tools and information they each need to perform their job responsibilities.
' • Whenever practical, transactions should originate from user-friendly and intuitive
screens instead of paper forms.
• The system should possess "worldlow" functionality able to route transactions
electronically for review and approval, and thus eliminate the need to print the forms
and manually route them for signatures.
• The system should possess functionality to easily capture supporting documents and
bind these to the related transactions. This functionality may be obtained by
providing an interface with the document management system discussed in goal 1.2
above. Ideally these documents should also be accessible from financial
' reports/ inquiries.
• Users should have real access to a wide array of presentation quality financial
inquiries with the ability to "drill down" to increas ingly detailed levels and to other
' related transactions. This functionality is critical for users to be able to quickly
obtain the information they need to perform their job duties.
' In conjunction with the implementation of the above-mentioned functionality, the Citywill
greatly benefit from a critical review and reengineering of its business processes. As is
' typical of most organizations, many of the key accounting processes are outdated and have
not been reviewed in many years.
' Objectives
2006-07
• Complete critical process reviews of all core accounting processes (i.e. procurement,
' budgeting, capital project accounting, utility billing, payroll/human resources,
records handling, etc) to identify and eliminate duplication of effort and tasks that
otherwise add no value, and to streamline the remaining steps wherever possible.
• Develop a functionality gap analysis.
• Develop plan for addressing needed functionality. This will include discussions with
the City's current financial system vendor, Springbrook Software, to develop this
' functionality, and may also include seeking solutions from other vendors.
2007-08
' • Draft detailed functionality specifications
• Draft and issue request for proposals for needed functionality.
' • Further action will be dependent on the decision whether to seek enhancements to
the existing financial application or replace the system entirely.
' Projected Costs and Funding Sources
13 City of Tigard - Strategic Technology Plan
1
' The costs for completing this initiative are as yet unknown but are estimated to be between
$200,000 and $600,000. This should be charged to the Central Services Fund and thus
allocated to all benefiting departments and programs.
1 Return on Investment
When this initiative is completed the following should be fully operational, in active use and
observable:
Information
• Report formats will be available to produce a wide anayof financial reports and/or
inquiries. This will include budget and forecast reports, operating budget to actual
financial statements, transaction detail reports, and a complimentary an-ay of reports
' to support purchasing, accounts payable, accounts receivable, fixed assets and all
other activities supported by the financial system.
• All users of financial information will have access to a web-based control center
' providing access to the reports and inquiries from which they can obtain the
information they need to do their jobs, on demand.
' • The Finance Operations Division will no longer produce monthly operating and
other financial reports. Rather, finance staff will focus more on financial analysis and
the satisfaction of unique reporting needs.
' • All inquiries, where practical, will provide the ability to "drill down" to supporting
detail and other related information.
• Inquiries will have the ability to also drill down to images of supporting
documentation such as invoices, bids, quotes, etc.
Forms
• Wherever deemed practical and cost effective, paper forms will be replaced with an
input screen so that duplication of effort is eliminated.
• Transactions initiated online will be routed electronically for approval and/or review,
as necessary.
• The status of and other information regarding transactions in process will be readily
available to users by inquiry and on demand and thus minimize the need to print
' reports whenever this information is needed.
Filing
' • Because many transactions will be initiated from a screen and remain in electronic
form there will be a reduced need to maintain filing cabinets. As old files are purged
and/or shifted to outside storage many of these file cabinets will be removed. The
' time saved by eliminating the manual filing requirements will be redirected to other
activities.
' Supplemental Systems
• As stated above, information will be readily available to users on demand. This in
' turn will eliminate and/or greatly reduce the need to rely on spreadsheets and other
tools to collect data and provide this information. The time saved by eliminating this
effort will be redirected to other activities.
' 14 City of Tigard - Strategic Technology Plan
' 1.4 Implement and Support a Human Resource Management
System
Description
The City of Tigard currently employs over 230 full time and another 80 part time and
temporary employees. A significant amount of data is currently collected and maintained on
' each one such as address, dependent information, emergency contact information, etc.
Additionally, the City receives roughly 2,500 job applications each year. Basic data is entered
and tracked for each of these as well.
' Background and Current Status
' The City currently uses a software tool called People-Trak to track various data elements for
each employee. In addition, a separate custom Microsoft Access database is used to
maintain job applicant data. While these tools provide the Human Resources staff with
' basic functionality, they are very labor-intensive to maintain. More importantly, each is a
completely stand-alone system that provides no integration between the job application,
hiring and payroll processes. As a result, similar data is often entered three times for each
' applicant that is subsequently hired. Because of the close relationships that exist between
these functions, significant efficiencies can be realized if they are fully integrated and able to
share necessary data, rather than replicating it in multiple locations.
' Many manual steps are currently involved in the recruitment and hiring processes. Job
applications must be screened and grouped manually, as are the scheduling of interviews,
' tests and other evaluation requirements.
A great deal of efficiency savings can be realized if these tasks are integrated and automated
' and the multiplication of effort is eliminated. For example, acquiring online job application
capabilities would free up a considerable amount of staff time because the job applicant
themselves would perform much of the data entry effort, instead of staff. The evaluation
' process can be substantially streamlined if submitted applications are first evaluated
electronically to determine those meeting the minimum job requirements. Functionality to
allow applicants to directly inquire and determine the status of their application would
' greatly reduce the volume of phone calls received by Human Resources staff.
In much the same way that applicants could inquire on the status of an application,
' employees would also greatly benefit from online access to job and salary history and the
ability to request filing status changes, direct deposit, and benefit changes. This functionality
would eliminate much duplication of effort and paperwork.
' Objectives
2006-07
' Conduct and complete a comprehensive needs analysis and process review to
determine needed functionality and procedural changes.
' 15 City of Tigard - Strategic Technology Plan
' • Draft and issue request for information for needed functionality in order to estimate
total costs.
• Include necessary amounts in the budget requests for the FY 2007-08 fiscal budget
1
2007-08
' • Draft and issue formal request for proposals for needed functionality.
• Complete evaluation of responses to request for proposals and schedule vendor
demonstrations of those meeting requirements.
' • Select human resource software and vendor.
2008-09
' • Implement human resource system
Projected Costs and Funding Sources
The costs for completing this initiative are as yet unknown but are estimated to be between
' $100,000 and $300,000. This should be charged to the Central Services Fund and thus
allocated to all benefiting departments and programs.
' Return on Investment
When this initiative is completed the following should be fully operational, in active use and
' observable:
• Job applicants will be able to view open positions and requirements and apply online.
• With the exception of paper applications, manual entry of job applicant data will be
eliminated.
• Notification letters will be generated on demand.
• Record of education, training, licensing and testing, to the extent that this information is
' useful and tracked, will be available on demand from a single source.
• Record of all grievances, disciplinary actions and performance reviews will be available
on demand to individuals with proper security access.
' Record of each accident or other incident will be available on demand. Related tracking
of worker's compensation data to satisfy OSHA requirements will also be available and
' in use.
• Report formats will be available to produce a wide array of human resource and risk
management inquiries. Efforts to compile information using spreadsheets and other
tools will be eliminated.
• The Personnel Action form (PA) will be replaced with a screen into which users will
enter this data. Approvals will be obtained electronically, thus eliminating the need to
' print and seek signature approval. Once fully approved, changes will be made to the
human resources and payroll systems automatically, thus eliminating the need to reenter
this data.
' • Employees will be able to directly access and view certain information about themselves
such as pay and position history, benefits, past paycheck stubs, etc. and request changes
to address, emergency contacts, direct deposit and federal and state filing status. Such
' 16 City of Tigard - Strategic Technology Plan
' changes, once approved if necessary, will update the human resources and payroll
systems automatically, thus eliminating the need to reenter this data.
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' 17 City of Tigard - Strategic Technology Plan
1
1.5 Implement and Support a Risk Information Management
System
' Description
' Risk Management involves the protection of city resources: financial, property and
personnel. This includes both efforts to prevent losses from occurring as well as mitigating
the effects of incidents when they do occur.
' Background and Current Status
' The Risk Management division investigates an average of 120 potential litigation incidents
and over 50 actual general liability claims each year. In addition, the division also
investigates roughly 80 employee incidents and 25 actual worker's compensation claims
' annually. Each of these incidents can consume large amounts of staff time, resources and
money. Also, the Safety Committee typically identifies over 125 hazards and/or material
deficiencies each year. Each of these are investigated and mitigated whenever possible.
Tigard does not currently license or use risk information management software. Rather,
staff uses a combination of three Microsoft Access database applications as well as six or
' more spreadsheets for tracking data related to these incidents. Because these are not
integrated with one other, risk tracking is quite labor-intensive as some data must be
recorded up to four separate times. Even so, information is often difficult to obtain and
requires additional efforts to compile the data from these multiple sources. The City could
potentially realize significant benefits if information on loss prevention efforts and incidents
were readily available and could be analyzed more efficiently to determine trends, areas of
' significant exposure, risk financing needs and staff training opportunities.
Objectives
' 2006-07
• Conduct and complete a comprehensive needs analysis and process review to
determine needed functionality and procedural changes.
• Draft and issue request for information for needed functionality in order to estimate
total costs.
' • Include necessary amounts in the budget requests for the FY 2007-08 fiscal budget
2007-08
' Draft and issue formal request for proposals for needed functionality.
• Complete evaluation of responses to request for proposals and schedule vendor
demonstrations of those meeting requirements.
' • Select risk management software and vendor.
• Implement risk management system.
' 2008-09
• Complete implementation of risk management system
' 18 City of Tigard - Strategic Technology Plan
' Projected Costs and Funding Sources
The costs for completing this initiative are as yet unknown but are estimated to be no greater
' than $40,000 and be charged to the Insurance Fund.
Return on Investment
' When this initiative is completed the following should be fully operational, in active use and
observable:
• Functionality to record each incident and related data
• The risk management system should be fully integrated with the human resource and
payroll systems to relate employee information to incidents and access timesheet and
' other payroll information without the need to replicate such data in multiple
locations and applications.
' • A variety of reports and inquiries should be available to Risk Management and other
staff as needed so that infomlation related to incidents and proactive risk
management efforts maybe obtained on demand.
• Documents relating to incidents should be stored electronically and readily available
on demand.
1
19 City of Tigard - Strategic Technology Plan
' 1.6 Implement and Support a Police Report Writing System
' Description
Each time an officer either responds to a call for service or self-initiates an activity and
' subsequently determines a crime has occurred, a detailed police report is written. It is
estimated that report writing activities consume approximately one hour per shift per officer.
With a force of 37 patrol officers and over 7,250 shifts per year, this equates to nearly 3.5
' total FTE. The majority of reports are written at the station and the officer is only
conditionally available to respond to incidents during this time. In addition, response tunes
are negatively impacted when officers respond from the station instead of the field.
' Obviously, any reductions in the amount of time spent completing and processing reports
will have a direct and positive impact on the level of service to the community.
' Background and Current Status
' The majority of police reports are currently completed using Microsoft Word templates.
Reports are then printed and forwarded to the shift supervisor for review and approval.
Upon approval the reports are submitted to the Records Unit, where data entry personnel
' further code the reports and manually enter the report data into the records management
system (PPDS). This process requires a good deal of effort and time.
' Public safety report writing systems are available on the market that have the potential to
greatly reduce the time and effort spent processing reports. Key components to such a
system will include embedded business rules which prompt the officer to include the
' required components, which vary depending upon the incident type. Completed reports
should be routed to supervisors electronically for review, comment and approval. Such a
system should also directly interface with the records management system and thus eliminate
' the need for duplicating data entry.
Objectives
' 2006-07
• Complete a time and motion study of the reporting processes to more accurately
determine the quantity of effort.
' 2007-08
• Review and evaluate available public safety report writing systems
' • Prepare requests for proposals and evaluate responses
• Select a system
' Complete a comprehensive review of the reporting process and identify, if possible,
changes which leverage the functionality of the selected reporting system and
minimize the total number of steps and effort required
' • Implement the report writing system and corresponding process changes
Projected Costs and Funding Sources
' 20 City of Tigard - Strategic Technology Plan
' Preliminary cost estimate for a comprehensive police report writing system is $120,000. T'his
would be funded from the General Fund.
' Return on Investment
This initiative should demonstrate a quantifiable reduction in the amount of time spent by
' officers completing reports as well as free up time currently spent by records clerks to
reenter the information. This time savings, or rather increase in the amount of time available
for direct police work and other administrative functions, may in turn be translated to dollar
' savings, from which a return on investment maybe calculated. This project should not be
undertaken unless a sufficient ROI can be demonstrated.
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' 21 City of Tigard - Strategic Technology Plan
! 1.7 Develop and Support an Ongoing Staff Training Program
Description
! Today a majority of City staff depend on a computer as well as one or more applications to
perform their daily duties. It is indicative that the workforce be well trained and in the use
! of these applications.
Background and Current Status
! Staff knowledge in the use of computer desktop applications and technology is sometimes
lacking. One reason is that there has been a lack of training opportunities available to these
! staff. Another is that while there is an expectation that staff use the various desktop
applications, there has also been a lack of expectation placed on staff that they be
knowledgeable in their proper use. It stands to reason that staff will be more efficient if they
are more knowledgeable of these tools and can use them more effectively.
It is also recognized that there are staff within the organization who do possess a good deal
' of knowledge of these products and could teach them to others. This initiative is to develop
an in-house application training series and offer them to staff on a regular basis. While a
specific format has not been defined at this time, the technology room at the library is an
obvious location. The trainings may take the form of brown-bag lunches and be offered
during lunch periods. Standardized agendas will be developed to assure quality and
consistency.
Several topics that may be included in the tracing series are Microsoft Word, Excel,
Publisher, PowerPoint, Making Effective Presentations, Efficient Office Practices, Internet
Explorer, Windows XP, and Microsoft Outlook
Objectives
2006-07
• Define and develop an overall program structure including location, dates and times,
' and topics.
Develop a course outline for each subject.
• Identify individuals who are wiUin to teach, are knowledgeable of the subject
matter, and can teach effectively.
• Promote the training program
• Begin providing training classes
Projected Costs and Funding Sources
It is anticipated that only existing resources will be used in the development of and execution
of this initiative. There will be nominal costs for printing curriculum and training materials.
22 City of Tigard - Strategic Technology Plan
' Return on Investment
When this program is fully developed and operational the following should be observable
and measurable:
• A course outline will be developed for each topic listed above
• Willing and able trainers will be identified and equipped
' Class registration and other administrative procedures will be fully defined and in
place
• High quality classes will be offered and available to staff on a regular basis
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' 23 City of Tigard - Strategic Technology Plan
1
' 2.1 Provide and Maintain a Secure and Reliable Technology
Infrastructure
' Description
' City staff depends heavily on computing technology to accomplish a wide variety of
functions and provide service to our citizens. It is essential that the underlying infrastructure
supporting the applications and tools in use are properly protected from intrusion by
' hackers, spyware and viruses. It is also important that it work well at all times and, in the
event of failure, it can be returned to a normal operating state in a short period of time.
1 Background and Current Status
The City currently has 29 servers in operation to manage such applications as the financial
system, the building permit system, telephones, email, etc. Tigard is a member of the
Broadband User's Group (BUG) which is a regional group formed to provide firewall
protection and intemet access for most of the jurisdictions in Washington County. This is
' the City's first and main line of defense against hackers and other nefarious elements. The
infrastructure supporting the firewall is housed with the City of Hillsboro.
A firewall is also in place at the front of the connection to the BUG. This protects Tigard
and others from BUG agencies that fail to follow good security protocol.
The BUG recently contracted with Lockheed Martin to perform a risk analysis and identify
weaknesses in the system. It is expected that this analysis will be completed in the next
several months. As part of this study, a limited review of the member jurisdiction's security,
including Tigard, will also be performed.
In addition to the BUG review, the City contracts with an outside consulting firm to
' perform an annual review of configurations, login procedures and firewall configuration.
The latest review will be completed by November 2006 and any findings will be reviewed
and, if possible and cost-effective, implemented.
All servers and desktops have spyware and virus detection. Also all email that is received is
scanned for viruses, spoofing, phishing and other potential problems and removed.
Our technology infrastructure is, by its very nature, very complicated and includes many
components, any of which can and occasionally do fail. There are several steps which have
or will be taken to avoid such failure, including the practice of replacing critical hardware
components on a scheduled basis and assuring that the operating systems and application
versions are current.
' Security against electrical power interruption and failure is provided by uninterruptible
power supplies attached to each server to provide short-term battery power. A diesel
' generator is also in place and will automatically start up in the event of power loss. This is
tested monthly to assure reliability.
' 24 City of Tigard - Strategic Technology Plan
1
' There are several applications that are essential to City operations, including the Tidemark
permitting system, Springbrook financial accounting system, and Hansen asset management
system. A redundant blade server has recently been installed and loaded with the Windows
Server operating system. In the event of a catastrophic server failure this server will be
immediately brought into use and the latest backup tape from the failed system installed. It
is the intention that all critical systems experiencing failure will be back online and fully
' operational, with minimal data loss, within four hours.
Objectives
' 2006-07
• Complete a comprehensive equipment inventory and assessment of condition and
degree of importance
• Draft a server and equipment replacement policy and schedule
• Purchase and install a second blade chassis to mitigate the possibility of chassis
failure
• Complete the BUG security assessment and implement recommendations
• Complete the internal independent review and implement recommendations
• Complete a risk review by City Insurance Services risk advisors
Projected Costs and Funding Sources
The cost of the BUG security review is being born by the BUG itself and is included in the
annual dues paid by the City. The internal review will costs approximately $2,300. The cost
of the redundant blade chassis is approximately $5,300. All costs are currently included in
■ the current budget and will be charged to the Central Services fund.
Return on Investment
1 The benefits of the above initiatives are in many cases unobservable but are nonetheless real.
A system failure negatively impacts staff productivity and customer service. In spite of
precautions, system failures may still occur and a quick return to normal operations is of
1 great value to the City.
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25 City of Tigard - Strategic Technology Plan
' 2.2 Replace the Current Novell Netware Operating Systems with
Microsoft Windows Server, and Novell GroupWise Email
System with Microsoft Exchange
Description
1 An operating system (OS) is the software program that manages the hardware and software
resources of a computer. The OS performs basic tasks such as controlling and allocating
i memory, prioritizing the processing of instructions, controlling input and output devices,
facilitating networking, and managing files.
' Background and Current Status
The City currently has 29 servers in operation to manage such applications as the financial
system, the building permit system, telephones, email, etc. Until approximately two years
ago, all servers were running Novell Netware as their operating system. Since that time
however, as servers within the City have been replaced, the operating system has also been
' replaced with Microsoft Windows Server. All but seven of the 29 servers are now running
the Windows Server operating system.
' Until several years ago, Novell was the leading provider of network operating systems. In
recent years however, this vendor has seen their market share drop precipitously.
Consequently, support for Netware among third-party vendors has diminished as well, and it
is becoming increasingly difficult to find support personnel knowledgeable in Netware.
Conversely, Microsoft has supplanted Novell in this market and its `Windows Server
operating system now commands a majority market share.
' Additionally, the City has utilized NovelPs GroupWise email system. This product has also
experienced a marked decrease in market share and has suffered from a lack of development
and enhancement by the company. The product, according to many, now lags far behind its
competition in functionality and integration with other applications.
Novell has in recent years refocused its resources in an attempt to be an important provider
and supporter of the Linux operating system and it is anticipated that their mail system will
soon become Linux-based. This would require that Information Technology staff become
1 trained to support this environment, even though it would be the only application requiring
such knowledge.
( Objectives
2006-07
Complete the replacement of the seven remaining servers utilizing Novell Netware.
2007-08
' Implement the Microsoft Exchange mail system and complete the conversion from
Novell GroupWise.
' 26 City of Tigard - Strategic Technology Plan
Projected Costs and Funding Sources
The City currently possesses the proper licenses it needs to complete the migration from
' Novell Netware to the Windows Server operating system for the remaining servers, so there
are no additional licensing costs to be incurred. Total annual maintenance costs for all
servers will increase by $2,900 over the maintenance costs for Netware licenses.
1 The email system conversion from Novell GroupWise to Microsoft Exchange will cost an
estimated $35,000 for the necessary licenses as well as for necessary consulting and staff
training. This is a one-time investment. In addition, ongoing annual maintenance fees are
estimated to be $27,655, or $76.82 per user account.
' These costs should be charged to the Central Services Fund, which is allocated to all user
departments as appropriate.
Return on Investment
The benefits of converting to an all-Windows Server environment and to Microsoft
' Exchange are as follows:
• Consolidating to one type of operating system, Microsoft Windows Server, will
reduce the need for staff training. Staff will maintain a single operating system
common throughout the organization.
• Microsoft Windows Server enjoys a substantial market share and is consequently
both well supported and is being continually enhanced by the vendor. Tigard will
doubtless benefit from this support.
• The negative effects due to personnel turnover will be diminished because
individuals with knowledge of and training in Windows Server are far more
common. Consultants with Novell expertise are becoming difficult to find, and are
' expensive.
• Users will benefit from near-seamless integration between the Microsoft office
products currently in use (Word, Excel, PowerPoint, etc) and Exchange Server, also
a Microsoft product. Documents will be able to be sent to others directly from the
office applications instead of accessing email and attaching the document.
• With one type of operating system, security management and policy enforcement will
be greatly simplified and require less staff time to maintain.
• Exchange and Windows offers a more secure platform for future wireless
technologies.
' 27 City of Tigard - Strategic Technology Plan
' 2.3 Application Maintenance and Support
Description
' City staff relies on many applications in performing their functions and tasks. Several of
these applications are considered critical to City operations and the ability to provide
customer service, and it is therefore vitally important that they be fully supported and the
hardware and software components remain up to date. Several key applications are used by
Tigard but are maintained by other agencies. For instance, the Washington County
' Consolidated Communication Agency (WCCCA) provides public safety dispatch and
communication services to all agencies within Washington County. Also, WILINet is an
online library reservation service serving all libraries within the County.
Background and Current Status
' Several of the key applications maintained by the City are as follows:
' Tidemark- This application is used to record and track all building permit activity. Among
the many tasks it performs, a key function is an automated call-in building inspection
request service that allows contractors to schedule inspections on a 24-7 basis. Tidemark
' was just recently upgraded to version 3.5, moved to a new blade server, and migrated to
SQL Server database management system. Version 4.2 of this application, now named
Accela Automation Land Management, is now in general release. This version is wholly
' web-based and will empower contractors to use on-line services for scheduling building
inspections and filing and checking the status of land use applications. Also, new
functionality will allow building inspectors to use laptop computers and other electronic
devices in the field for recording inspection findings. It is anticipated that the City will
upgrade to this version during the 2007-08 fiscal year at an estimated cost of $175,000.
Hansen- This application is used to maintain all pertinent data on city facilities such as
water, sanitary sewer and stormwater infrastructure and provides the ability to schedule
staff and other resources for maintenance and repair of these facilities. An upgrade to
the current version, Hansen 8, is planned for the 2007-08 fiscal year at an estimated cost
of $80,000. Once this upgrade is complete the pavement management module of this
program will be implemented. $30,000 has been included in the adopted FY2006-07
1 budget for professional services to perform a pavement study and accumulate road
condition data. Hansen 8 includes full GIS interfacing capabilities and will therefore
facilitate the interfacing of this data with the enterprise GIS system outlined in goal 1.1
of the Strategic Technology Plan.
Spnngbrook- This is the City's financial and accounting system and provides purchasing,
accounts payable, payroll, utility billing and other functionality. As more fully detailed in
goal 1.3 of the Strategic Technology Plan, certain functionality is needed in order to
automate procurement, budgeting and other activities. Depending on the outcome of
' discussions with this vendor, the City may seek to replace this system in part or in total.
Full-Court- This application records all traffic citations occurring within the City of Tigard
i and tracks these through the entire process, including court appearances, fines,
payments, and all other actions and determinations. Full-Court is planned to be
' 28 City of Tigard - Strategic Technology Plan
upgraded to the Full-Court Enterprise release during the 2007-08 fiscal year at an
estimated cost of $8,000. An imaging component of this system is also available at a cost
of approximately $9,800. This feature will be evaluated along with the document
1 management system initiative outlined in goal 1.2 of this Strategic Technology Plan.
The new version will provide functionality to allow the payment of fines using the
' internet and a third-parry provider. A key advantage of this feature will be that entry of
payment information will be done by the customer rather than staff.
' Police Applications- The Police Department maintains nearly 30 separate applications to
track alarms and permits, manage the patrol vehicle video system, upload and manage
digital photographs, and record property and evidence, to name but a few. Most if not
' all of these applications are accessed through an internally developed and maintained
portal known as PD Master.
Many of these applications are written using Microsoft Access. A project is currently
underway to rewrite these applications in Microsoft SQL with an ASP.Net front end.
This will eliminate the need to maintain applications on individual desktops and instead
provide a truly "thin" environment where the only desktop requirements will be Internet
Explorer. This initiative should be completed by June 2007.
Objectives
2006-07
• Complete the Tidemark conversion to version 3.5 and SQL Server
' Complete the conversion of all Police applications from Microsoft Access to
SQUASP.Net
' 2007-08
• Complete the Tidemark upgrade from version 3.5 to Accela Automation version 4.2
' • Complete the upgrade to Hansen version 8
• Implement Pavement Management module of the Hansen asset management system
• Complete the upgrade to the Full-Court Enterprise release
• Evaluate and implement if deemed cost-effective the imaging component of Full-
Court Enterprise
' Projected Costs and Funding Sources
' Application Funding Source Cost
Upgrade to Accela Automation Building Fund 175,000
Upgrade to Hansen version 8 80,000
Springbrook Financial System Central Services TBD
Upgrade to Full-Court Enterprise General Fund 8,000
Implement Imaging Component of Full-Court
' Enterprise General Fund 9,800
' 29 City of Tigard - Strategic Technology Plan
Return on Investment
The return on these investments may be categorized two ways. Staying relatively current on
' application releases helps protect the City against business interruptions should we
experience infrastructure failure. For instance, a system failure with the Tidemark server in
Spring of 2006 was exacerbated when version conflicts occurred between software and
hardware components. Also, staying current allows the City to take advantage of and
leverage new functionality as it is released.
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30 City of Tigard - Strategic Technology Plan
2.4 Draft a Comprehensive Technology Interruption and
Continuity Plan
' Description
A technology interruption and continuity plan presents a plan for how an organization
will resume partially or completely interrupted critical function(s) within a predetermined
time after a disaster or disruption. While there are potentially many components to an
I overall business continuity plan, this section deals specifically with information
technology. As stated in the overall goals, the best way to address this issue is to prevent
disruptions from occuring in the first place. This prevention aspect is specifically
addressed in goal 2.1.
Background and Current Status
The City of Tigard does not currently have a written technology interruption and continuity
' plan. Due to the reliance the city has on information technology, it is essential that a plan be
drafted and Information Technology staff be knowledgeable and trained to respond quickly
and effectively to issues as they arise.
' This is not to say that the city has not taken steps to protect against disaster and interruption.
For instance, a major upgrade to the computer server room power supply in the Niche has
recently been completed. In the event of an interruption in electrical power, uninterruptible
power supplies, or UPSs, are connected to each server and provide immediate short-term
battery power. A diesel generator is also in place to mitigate longer term power outages. In
' order to be able to recover from a catastrophic data loss, the data on each server is backed
up to tapes on a nightly basis and on a weekly basis these are taken to a bank safe deposit
box.
' Objectives
2006-07
• Complete a current inventory of all servers and other infrastructure
• Perform an overall risk assessment on each component of the technology
infrastructure as well as the overall system and determine any areas of vulnerability
• Identify all critical applications and fully address areas of vulnerability and
corresponding remedies
• Complete a cost-benefit analysis to determine the maximum amount of tolerable
downtime for the respective application
2007-08
• Draft comprehensive plan
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' 31 City of Tigard - Strategic Technology Plan
' Projected Costs and Funding Sources
At this time it is anticipated that the plan can be completed with existing personnel and
resources. Therefore no additional costs are anticipated.
Return on Investment
The benefits of having a technology interruption and continuity plan in place are not easily
measured but are nevertheless real. Many City staff depend heavily on the applications and
' systems currently in use and system downtime directly results in loss of production.
Articulating a plan to mitigate such interruptions is prudent and valuable to the organization.
32 City of Tigard - Strategic Technology Plan
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3.1 Electronic Utility Billing and Payment Options
Description
As technology continues to advance and more of Tigard's citizens embrace the intemet, this
presents the city with new service delivery and communication options with its citizens.
These may include the delivery of utility bills to customers through email, providing direct
debit, and new intemet payment options.
Background and Current Status
The City currently provides water, sanitary sewer and stormwater service to over 19,000
residential households within Tigard and the surrounding unincorporated area. Water to all
residences is metered and households are typically billed every two months. Bills are printed
' and mailed to all accounts. The City currently contracts with Garten
Mailing Services to stuff and mail the utility bills, and with Clark County, Washington, to
receive mailed payments, process the transactions, and deposit the proceeds into a bank
lockbox. These contracts are evaluated periodically and are believed to be quite cost-
effective.
' Approximately five years ago the city implemented functionality to allow customers to pay
their bills online through a link from the City website (www.ubpayments.com/tigardhome)
and we now have an average of over 400 customers who use this payment method each
' month. In addition, we offer customers the option of having their bills automatically
debited from their bank account, and currently have more than 1,360 using this option.
Interestingly, the highest concentration of customers using the automatic debit method is in
' the retirement communities of Summerfield and King City.
Unfortunately, current functionality does not allow for the electronic delivery of bills
(although it does provide for email notification). Furthermore, functionality is not currently
available to allow the suppression of printed utility bills were electronic delivery available.
Consequently, a bill is generated and mailed to all accounts, even those who pay by
' automatic debit. This costs the city not only postage but also the costs for the return
envelope, printing and handling on both ends of the transaction. Significant savings and
efficiency will be realized if bills are delivered, and payments received, electronically.
' Several new options should be explored and implemented, if feasible and cost effective:
• Electronic delivery of bills through email (including a hyperlink for electronic
payment)
• Email bill delivery with automatic debit (the bill would state that the amount owed
would be deducted on a certain date)
• Electronic bill delivery to bank bill pay services such as Bank of America and
' Quicken
• Optional suppression of printed bills for those delivered electronically
' Objectives
2006-07
' • Evaluate feasibility of each option above and determine cost estimates
' 33 City of Tigard - Strategic Technology Plan
' • Include cost estimates in the FY 2007-08 requested budget
2007-08
1 • Implement options
Projected Costs and Funding Sources
' The costs associated with these initiatives is unlmown at this time
' Return on Investment
' The benefits of these initiatives are two-fold: not only do they provide additional options
and potentially better service to our customers, but also have the potential to reduce
processing costs. Many people are embracing and using the internet today to conduct
' financial transactions, and the options listed above would provide them with the ability to
conduct business with the City in this manner. The City spends roughly $70,000 annually to
print and mail utility bills, and an additional estimated $15,900 annually to process mailed
' payments. Any efforts that reduce the number of paper transactions at either or both ends
will have a direct and positive impact on operating costs.
1
r
' 34 City of Tigard - Strategic Technology Plan
3.2 Electronic Business Tax Receipt Billing and Payment Options
Description
The City of Tigard requires that everYindividual or entity conducting business within the ci
tY tY
limits possess a current business tax receipt. The City does not currently provide online
t support of this function and the application, billing and payment processes involve a good
deal of manual effort on the part of staff and business owners. Not only can staff become
more efficient but business owners will be provided a higher level of customer service if
' online options are made available to them.
Background and Current Status
There are currently over 3,150 businesses operating within the Tigard city limits. Annual
business tax permit renewal notices are mailed to each business in November of each year.
The fees range from $55 to $220 and are based on the number of employees. Payments are
received either across the counter or by mail and each one is then entered into the financial
' system's business license module. Upon receipt of payment, the actual business tax receipts
are printed and mailed to the business owner. New business owners must currently
complete an application by hand and mail it back to the City, where the data is reentered into
the system.
This initiative will implement functionality to more fully automate these processes and
' provide businesses with additional options. The following enhancements are sought:
• New business owners should be able to complete an application online and submit it
electronically with their payment.
' • For those businesses selecting this option, renewal notices will be emailed rather
than printed and mailed.
• The renewal notice should contain a hyperlink allowing businesses to pay online.
• Delinquent notices will be emailed as well as printed and mailed, to assure delivery.
• An option should be available to email the actual receipt to the business owner.
' Objectives
2006-07
' Complete a critical review of all tasks and steps within the business tax receipt
process in order to identify and eliminate duplication of effort and tasks that
otherwise add no value, and to streamline the remaining steps wherever possible.
' • Draft detailed functionality specifications.
• Develop plan for addressing needed functionality. This will include discussions with
the City's current financial system vendor, Springbrook Software, to develop this
' functionality and may also include seeking solutions from other vendors.
2007-08
' • Draft and issue request for proposals for needed functionality.
• Further action will be dependent on the decision whether to seek enhancements to
' the existing financial application or replace the system entirely.
35 City of Tigard - Strategic Technology Plan
t Projected Costs and Funding Sources
At this time the costs to implement this initiative are unknown and depend on whether the
' current financial system is enhanced or replaced with a new system that may already possess
this type of functionality.
' Return on Investment
When this initiative is fully developed and operational the following should be observable
and measurable:
• An online business tax receipt application will be available and accessible through the
City's website.
• Applications submitted online will be automatically interfaced with the licensing
system, thus eliminating the need to reenter the data.
• Business owners will have the option of receiving annual renewal notices by email
instead of regular mail. This will reduce printing and mailing costs.
• Business owners will have the option to submit payment online. These transactions
will be interfaced with the licensing system and thus reduce data entry efforts.
• Business owners will have the option to receive their receipt online. This will further
reduce printing and mailing costs.
36 City of Tigard - Strategic Technology Plan
3.3 Cityscape, Agendas, and Notices Through Web Subscription
Description
Currently, individuals may access and view City Council and Planning Commission meeting
' agendas online through the City's website. The Cityscape newsletter is also available through
this medium, in addition to being mailed to all Tigard households each month at a cost of
roughly $120,000 annually for printing and mailing
Background and Cumnt Status
' The City's website and Cityscape newsletter have become important instruments in the
City's continuing efforts to improve communication and relationship with citizens. A recent
survey revealed that 29% of Tigard's citizens read the Cityscape newsletter and consider it a
useful and important source of information.
One way in which the City can potentially improve on its communication with citizens is to
take advantage of "push" technology whereby individuals may subscribe to receive such
things as the Cityscape newsletter and meeting agendas, and then would receive automatic
emails once they were published. An option maybe available for citizens to elect to forego
the mailed version of the newsletter, thus reducing printing and postage costs.
Objectives
2006-07
• Contract with third-party listserve host
' • Set up a separate listserve for each agenda and other items. At this time, agendas for
City Council, Planning Commission, City Center Advisory Commission, and the
Parks and Recreation Advisory Commission have been identified. In addition,
listserves for the Cityscape newsletter and press releases would also be defined.
• Formulate and execute advertising plan to communicate this service to the
' community
Projected Costs and Funding Sources
' Staff has recently identified a third-party vendor to host "listserves" at minimal cost to the
City. For each agenda type and other mailing there would be a one-time setup charge of $45
plus $6 per month maintenance fee. These charges will be mainly charged to the General
Fund. The anticipated costs of the six listserves identified above are $270 in initial setup fees
and $432 annually. Additional costs may be incurred to design a more user-friendly interface
to the listserves.
Return on Investment
The City may, over time, experience a reduction in mailing costs due to citizens electing to
receive the Cityscape electronically in lieu of a mailed copy. However, the main intent of
' this initiative is to expand and enhance communication between the City and its citizens.
' 37 City of Tigard - Strategic Technology Plan
' 3.4 Implement a Fully Automated Online Facilities Reservation
System
Description
Citizens regularly reserve and use various City facilities such as the town hall, library
community room and park facilities. An integrated online reservation and payment system
would provide a higher level of customer service to our citizens while greatly reducing the
amount of staff involvement.
Background and Current Status
Currently, room reservations are managed by the Office Services division. Citizens and
others desiring to reserve such facilities must complete and deliver a request form, which is
' then processed by staff using the Novell GroupWise calendaring system. Unless the
requestor appears in person, they must also complete and deliver a second form authorizing
the charge to their credit card. Citizens have no access to the calendaring system and the
process consumes roughly 25% of a staff person's time.
Park picnic and other facilities may also be reserved by citizens. An online reservation
' system is in place to serve this need and maybe accessed through the City's website.
However, there are significant shortcomings with this system, including the inability for
citizens to view a map to determine facility locations, view available dates and times, and see
' the cost of the reservation at the time of payment. The system is in some ways very
uni ntuitive and not user-friendly.
The park reservation system also requires a good deal of staff management. Each online
request must be reviewed to determine date and time availability before approval. During
the peak season up to 60% of a staff person's time is spent managing reservations.
' Tigard's citizens will be better served if the City implements an integrated facilities
reservation system for managing both rooms and park facilities. Not only will this more
fully automate this function but substantially reduce the need for staff involvement, thus
freeing them up for other duties.
Objectives
2006-07
• Conduct and complete a comprehensive needs analysis and process review to
determine needed functionality and procedural changes.
• Review and evaluate various 3'd party reservation systems.
' • Include necessary amounts in the budget requests for the FY 2007-08 fiscal budget
2007-08
' Select and implement a facilities reservation system.
' 38 City of Tigard - Strategic Technology Plan
' Projected Costs and Funding Sources
The costs associated with this initiative are unknown at this time. However, it is estimated
to cost between $10,000 and $25,000, including implementation and training.
Return on Investment
' When this initiative is fully implemented and operational the following should be observable
and measurable:
' • Citizens will be able to view all available City facilities, reserve, and pay online using
an intuitive and automated reservation system.
• In the event that a desired facility is not available at the desired date and/or time,
citizens will be able to immediately view available facilities and times.
• The amount of staff time and involvement will be substantially reduced.
1
' 39 City of Tigard - Strategic Technology Plan
Agenda Item # q
Meeting Date October 17, 2006
COUNCIL AGENDA ITEM SUMMARY
City Of Tigard, Oregon
Issue/Agenda Title Presentation of Tigard Community Profile - 2006 Edition
Prepared By: Darren Wyss Dept Head Approval: 419 - City \4gr Approval: r'P
ISSUE BEFORE THE COUNCIL
Review the most recent data and information on the community.
STAFF RECOMMENDATION
Provide feedback for future improvements.
KEY FACTS AND INFORMATION SUMMARY
The Tigard Community Profile - 2006 Edition, replaces the 2003 Tigard Almanac with up to date information on the
community. The Profile will be updated yearly to provide accurate data for City staff and the public. The document will
also provide essential information for the Comprehensive Plan Update process.
OTHER ALTERNATIVES CONSIDERED
N/A
COUNCIL GOALS AND TIGARD BEYOND TOMORROW VISION STATEMENT
Revise City of Tigard Comprehensive Plan
ATTACHMENT LIST
Attachment 1: Tigard Community Profile, 2006 Edition
(Hardcopies of the 2006 Edition of the Tigard Community Profile were distributed to Council at an earlier date.)
FISCAL NOTES
No fiscal impact.
I:\LRPLN\Cnuncil Nlarcrmh,s\2006\10-17-0G A1S Tigard Cnmmuniry Pm file 2006.doc
Tigard Community Profile Tigard Community Profile - 2006 Edition
2006 Edition
City Council Presentation • Update of the 2003 Tigard Almanac
_ • Annual revisions to incorporate new information
j • Provide accurate information, in one convenient location,
for staff and public
• Incorporate into
i it Comprehensive Plan Update
Darren Wyss, Associate Planner • Looking for feedback
Long Range Planning to improve 2007 Edition
__1~_ .4
City of Tigard
October 17, 2006 Community Profile Oetober n, 2006 Report to City Council
Tigard Community Profile - 2006 Edition Section 1: Physical Form
• Four Sections: _ • Location and Climate
• Physical Forth - r r
• Built Environment • Transportation
• Population Prorile D L S S ! ` s s.
• Economic Climate s; r-•- t"1 Fl fl' =1 i8 S~ 3a it do if
r + • Natural Features
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Section 1: Physical Form Section 2: Built Environment
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Section 2: Built Environment Section 3: Population Profile
• Housing Units
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Section 3: Population Profile Section 4: Economic Climate
• Educational Attainment • Businesses in Tigard
• Households M • Sales _ _ am w
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• Income • Payroll
• Poverty Level • Unemployment
-
Community Profile October 17, 2006 Report to Gry Council Community Profile October 17, 2006 Rcport m Gry Council
Section 3: Economic Climate Key Points
• Travel to Work w t~+•. • Available on website, at the library, and City Hall
• Professions"- • Provide accurate information to staff and public
• Property Taxes `"""'r • Annual updates
im
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Community Profile October 17, 2006 Report to Gry Council Community Profile October 17, 2006 Report m Cry Council
2
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Community Profile October 17, 2006 Report to City Council
3
T i g and
Community
Profile
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2006 Edition
`A Place to Call Home"
13125 SW Hall Boulevard Tigard, OR 97223 503-639-4171
www.tigard-or.gov
TIGARD
Tigard Community Profile - 2006 Edition
Prepared by:
Community Development Department
City of Tigard
July 2006
Project Manager:
Darren Wyss
Editors:
Doreen Laughlin
Tom Coffee
t Contributors:
Alejandro Bancke
Beth St. Amand
Denver Igarta
Dianna Howse
Duane Roberts
Maureen Denny
Mike Mills
Roger Dawes
Sean Farrelly
TABLE OF CONTENTS
Physical Form
Location and Climate 2
Transportation 2
Natural Features 3
Parks and Open Space 4
Annexations 5
' ]wilt Environment
Land Use 6
Buildable Lands 6
' New Construction 7
Housing Units 9
Housing Prices 10
Population Profile
Growth Over Time 12
Age Structure 13
Race and Language Spoken 14
Educational Attainment 15
Households 15
Income 16
Poverty Level 16
Economic Climate
Businesses in Tigard 18
Sales 19
Payroll 19
Unemployment 20
Travel to Work 21
Professions 21
Property Taxes 22
Appendix
' Map 1-1 Transportation Network
Map 1-2 Public Transportation
Map 1-3 Natural Features
Map 1-4 Parks and Open Spaces
Map 1-5 Community Services
Map 2-1 Zoning and Comprehensive Plan
Map 2-2 Buildable Lands Inventory
Map 2-3 Residential Development
Map 3-1 Population by Block Group
Map 3-2 Hispanic Population by Block Group
Map 3-3 Household Income by Block Group
Map 3-4 Owner Occupancy by Block Group
Map 3-5 Block Group Identification Number
TABLE OF CONTENTS
List of Figures
Figure 1-1. Traffic Counts for Selected Tigard Streets 3
Figure 1-2. Traffic Counts for State Highways 3
Figure 2-1. New Commercial Construction 8
Figure 2-2. Valuation of New Construction 8
Figure 2-3. Year Dwelling Unit Built 9
Figure 2-4. Owner Occupied Housing Unit Comparison 10 '
Figure 2-5. Residential Home Sales 11
Figure 3-1. City of Tigard Population Increase 12
Figure 3-2. Age Structure Comparison 13 '
Figure 3-3. Median Age Comparison 13
Figure 3-4. Hispanic or Latino Population 14
Figure 3-5. Educational Attainment Comparison 15
Figure 4-1. Unemployment Rate Comparison 20
Figure 4-2. Travel Time to Work 21
List of Tables
Table 1-1. Land Area of Key Natural Features 4
Table 1-2. Parks and Greenspaces 4
Table 1-3. Recent Annexations 5 ,
Table 2-1. Land Area by Zoning Designation 6
Table 2-2. 2005 Buildable Lands Inventory 6
Table 2-3. Lot Sizes of 2005 BLI 7
Table 2-4. New Residential Construction 7
Table 2-5. Total Housing Units 9
Table 2-6. Monthly Housing Costs as % of Income 10
Table 2-7. Affordable Housing in Tigard 10
Table 2-8. Single-Family Construction 11
Table 3-1. City of Tigard Historic Population 12
Table 3-2. Population Growth Rate Comparison 13
Table 3-3. Hispanic or Latino and Race 14
Table 3-4. Population and Race 14
Table 3-5. Language Spoken at Home 14
Table 3-6. Educational Attainment 15
Table 3-7. Household Facts in Tigard 15
Table 3-8. Median Household Income by Age 16
Table 3-9. Household Income Breakdown 16
Table 3-10. Household Median Income Comparison 16
Table 3-11. Poverty Status 17
Table 4-1. Employers in Tigard 18
Table 4-2. Top 10 Business Sectors in Tigard 19
Table 4-3. Sales Over Time, by Industry 19 ,
Table 4-4. Payroll Over Time, by Industry 20
Table 4-5. Means of Travel to Work 21
Table 4-6. Profession of Tigard Residents 22
Table 4-7. Property Tax Rate (FY 2005-06) 22
Table 4-8. Breakdown of Tigard Tax Rate 22
FOREWORD
' The Tigard Community Profile is an ongoing long-range planning project to compile
various statistics about the City of Tigard. With the increase of information
' available today, particularly through the Internet, accessing accurate community
information can be time consuming and at times confusing.
' The objective of the Tigard Community Profile is to collect these valuable statistics
in one convenient location; offer them in an easy to understand format; and make
them readily accessible to City staff, the business community, and the general
' public. The 2006 Edition contains the most recent data available for population,
housing, and the local economy in the City of Tigard
' For additional copies of the Tigard Community Profile,
Contact Darren Wyss
' 503-718-2442
darren@tigard-or.gov
1
1
PHYSICAL FORM '
Location and Climate
The City of Tigard t
is located in
southeast r[~ '
Washington County, •
15 minutes from
downtown Portland. '
The City is included
in the Metro urban - '
growth boundary l Hu~Snn~o
and Tigard's closest and
1
neighbors include:
Beaverton, Lake ti B nseMOn
Oswego, Tualatin,
Durham, Portland,
and King City. i and r
The community
enjoys a year-round ilia "'IIr
mild climate with sn =
low humidity and
i~ c
pleasant k
temperatures that '
average a high of
79.3 in July, and a low of 33.7 in January.
Tigard Facts '
Transportation
Incorporated 1961 '
Population (July 2005) 45,500 The City's transportation system includes
Land Area 11.71 sq miles
County Washington several options for getting from one place
School District Tigard - Tualatin* to another. There are state highways, '
Annual Average Rainfall 39.03" local streets, public transportation, an off
Average Daily Temperature** High / Low (F) street paved trail, and an interstate
January 46.8/33.7 highway (Appendix Maps 1-1, 1-2, and 1- '
April 61.9/40.4 4). The local streets strive to provide
July 79.3/53.7 efficient access to residential and
October 64.2/42.8 commercial areas. Traffic counts for
Highest Elevation (Bull Mt) 713 ft some of the busier streets can be seen in '
Lowest Elevation (Cook Park) 104 ft Figure 1-1. Bonita and Durham Roads
Scholls Ferry area served by Beaverton District see the most traffic because of their
Source: Oregon Climate Summaries '
proximity to the freeway.
The state highways include: Highway 210 (SW Scholls Ferry Rd), SW Hall Blvd,
Highway 99W (SW Pacific Highway), and Highway 217. These state highways carry '
a large volume of traffic (see Figure 2-2) and act as the primary thruways across
Tigard. Interstate 5, which acts as a portion of the City's eastern border, contains
five exits that provide access to Tigard (Exits 290 to 294). '
7'i-oard Corr mullily Profile - 2 - 2006 1 diliou '
PHYSICAL FORM
Figure 1-1. Traffic Counts for Selected Tigard Streets
' a 10000
8000
21
6000
' m 4000
2000`'
p~
> lJ N N N V
7 N (n" N (n >
CD Q >
a o > > d Q mL EL cnQ ma Q
L~E Q. Q E° ¢-2 wr L uJ cc 85. a~.c cR c
o~ m vrn t y m E¢ LO vo °c c' h cv°
m c eo f6 c V3 °
° rn~ m° m' Vic-
Source: Community Development Dept. 0 North or East Bound O South or West Bound
' Figure 1-2. Traffic Counts for State Highways
140000-
U) 120000
~ 100000 '
80000'
m 60000
' e 40000
m I,_. s.
Q 20000
0
v
N r ~E ~r• ?Y ~
~ e~
N L t0 N m m
L N -
3: U) LL U3 LL
Source: ODOT, 2004
1 Public transportation in the City of Tigard is provided by TriMet, which serves the
entire Portland metro area. Several bus lines serve the City and primarily follow
major arterials (see Appendix Map 1-2). Visit www.trimet.org for routes and
schedules. A commuter rail running from Beaverton to Wilsonville with stops at
Washington Square and Downtown Tigard is scheduled to begin operation in 2008.
See www,tigard-or.g-ov/downtown/commuter rail/default.asp for more
information.
1 Natural Features
The City lies within the Tualatin River basin, with the Fanno Creek sub-basin
covering 85% of the City. Approximately 28 miles of streams meander through
Tigard on their way into the Tualatin River. Associated with these riparian
corridors is the 100-year floodplain that covers 588 acres. Cook Park, on the
southern edge of the City, is located entirely within the Tualatin River floodplain.
There are also a number of wetlands around the City that cover 285 acres. See
Appendix Map 1-3.
T. isard Community Profile - 3 - 2006 Edition
PHYSICAL FORM
Moving upslope from Table 1-1. Land Area of Key Natural Features
Creeks Within The
the riparian areas, the Percent of
City of Tigard City contains a number Feature Acres Total Land '
Ash Creek of ridges, as well as Slopes > 25% 181 2.4%
Ball Creek Bull Mountain and Wetlands 285 3.8%
Derry Dell Creek Little Bull Mountain. 100 Year Flood lain 588 7.8%
Fanno Creek Bull Mountain forms City of Tigard 7496 100%
the. western most edge . Source: Community Development Dept.
Krueeggeer Creek Creek of the City and rises to an elevation of 713 feet. The northern '
ru and eastern slopes of the mountain lie within the City limits.
Pinebrook Creek Little Bull Mountain is located east of Bull Mountain on the
Red Rock Creek opposite side of Highway 99W. It rises to an elevation of 430
Summer Creek feet. The two mountains contribute the majority of the 181
acres of steep slopes within Tigard (Appendix Map 1-3).
Parks and ®Pen Space
The City operates and maintains several parks Table 1-2. Parks and Greenspaces
and greenspaces around the community, which Facility Acres
provide the opportunity for passive and active Pocket Parks
recreational activities (see Table 1-2 and Liberty Park 0.75
Appendix Map 1-4 for names and locations). Main St Park 0.25 ,
Cook Park is the largest of the parks and is Windmill Park 0.15
located along the scenic Tualatin River. Three Neighborhood Parks
dog parks, which provide off-leash areas for Bonita Park 5.58 '
canine recreational opportunities, can also be Jack Park 5.5
found in the community. Englewood, Fanno Northview Park 3.45
Creek, and Woodard Parks contain portions of Woodard Park 2.26
the Fanno Community Parks
Creek Trail. Cook Park 79.05
The paved, Summer Lake Park 23.82 '
multi-use Linear Parks
trail winds Commercial Park 0.75
along Englewood Park 14.97
Fanno Fanno Cr Park 21.8
V Creek and Dog Parks
continues Ash St Dog Park 0.24
north into
Potso Dog Park 1.74
Beaverton
qi a r r r + Summerlake Dog Park 0.66
' (see Map 1-
4 for all trail locations). A few portions of the Greens ace (undeveloped) 171.78 '
- -'-.-txail--are-yet-to -be--built; but-the--fu-ture--p-lan-is- fo.r----- source: Tigard-Public works--- - - - - - - - -
it to be continuous. Currently, a ,
pedestrian/bicycle bridge over the Tualatin River is being constructed for
additional access. See http //www tgard-or gov% oinrnuni /parks/default asp_
for more information about park facilities in Tigard.
Ti~arcl Con7,nunity Profilc - 4 - =006 EdiZrori ,
P14YSICALi. FORM
Annexations
City Hall
The City has annexed land over time to grow to its (Planning, Building, Engineering,
current size of 7496 acres (11.71 sq miles).The Administration, Utility Billing, Finance,
annexations have ranged from a single property to Municipal Court, Code Enforcement)
' neighborhoods, such as the Walnut Island 13125 SW Hall Blvd
annexation of 2000. This annexation was the Tigard, OR 97223
largest in recent history and accounts for close to 503-6394171
310 of the acres annexed that year. Table 1-3 Mon-Fri, 8am-5pm
shows the number and acreage of annexations over www.tigard-or.gov
the past 12 years.
' Public Works
(Stormwater, Wastewater, Solid Waste,
Table 1-3. Recent Annexations Drinking Water, Streets, Parks,
' Year Number Acres Emergency Management)
2005 5 72.24 9020 SW Burnham St
2004 3 94.97 Tigard, OR 97223
2003 3 4.21 503-718-2596
2002 4 64.64 Mon-Fri, 8am-5pm
2001 0 0 www.tigard-or.gov
' 2000 16 311.15
1999 5 10.13 Police Department
1998 8 22.91 (Community Policing, Youth Services,
1997 13 8.62 Crime Prevention, Traffic Control)
1996 2 18.79 13125 SW Hall Blvd
1995 8 25.36 Tigard, OR 97223
1994, 11 75.59 Emergency 911
Source: Community Development Dept. Voice 503-639-6168
Non-Emergency 503-629-0111
Everyday, 8am-11 pm
www.tigard-or.gov/police
r
City Library
' 13500 SW Hall Blvd
Tigard, OR 97223
J° 503-684-6537
1 ; ' +X
~ ~r~ ~ ~'.~k .,y~~a , , Mon-Wed, 10am-8pm
Thurs, 1 pm-8pm
Fri-Sat, 10am-5pm
1 Sun, 1 pm-5pm
T •a, www.tigard-or.gov/library
1 Tualatin Valley Fire & Rescue
Station 51
8935 SW Burnham St
Tigard, OR 97223
Looking northeast from Bull Mountain 503-612-7000
www.tvfr.com
Tigard Col)7munity Profi/e - 5 - 2007 Edition
BUILT ENVIRONMENT
Land Use
The City of Tigard is currently Table 2-1. Land Area by Zoning Designation
divided into four primary land use
classifications: commercial, industrial, Square
mixed-use, and residential. Almost Acres Miles Percent
70% of land within the City is Commercial 797 1.25 10.6%
planned to accommodate residential Industrial 859 1.34 %
use, ranging from low density single Mixed-Use 700 1.09 9.3%
family homes to high density multi- Residential 5140 8.03 68.6%
family dwellings. The other three City of Tigard 7496 11.71 100.0%
classifications each comprise around Source: Community Development Department, June 2006
10% (see Table 2-1) of the community's land use. These general classifications are
further divided into zoning districts (see Appendix Map 2-1) with specific rules
and regulations. More information about each district can be found in Title 18 of '
the Municipal Code: www tiRard or gov /buEjQ:s§~MLinicij2al cods/title 18 asp.
Buildable Land
The City tracks buildable lands through a yearly inventory process. The purpose of
the buildable lands inventory (BLI) is to identify undeveloped land that is available
and compatible with development policies and practices. At the end of 2005, less
than 10% of land within the City was
Table 2-2.2005 Buildable Lands Inventory considered buildable. The majority
Zoning Acres of land on the BLI was zoned
C-C Community Commercial 0 residential (72.5%), with lower totals
C-G General Commercial 40.84 for commercial (8.5%), industrial '
C-N Neighborhood Commercial 0 (11.5%), and mixed-use (7.5%). See
C-P Professional Commercial 9.16 Table 2-2 for the breakdown.
CBD Central Business District 1.07 '
I-H Heavy Industrial 0 Commercial Land - Three of the five
I-L Light Industrial 25.55 commercial districts contain
I-P Industrial Park 43.59 buildable land and 83% of that is
MUC Mixed Use Commercial 3.38 zoned General Commercial. No '
MUE Mixed Use Employment 28.11 Community and Neighborhood
MUE-1 Mixed Use Employment 1 8.30 Commercial land is available.
MUE-2 Mixed Use Employment 2 0.75 ,
MUR-1 Mixed Use Residential 1 3.90 Industrial Land - No buildable land
MUR-2 Mixed Use Residential 2 0.71 remains in the Heavy Industrial
R-1 30,000 Sq Ft Minimum Lot Size 3.35 district. In Light Industrial, 69%
R-2 20,000 Sq Ft Minimum Lot Size 1.36 (17.64 acres) is located on one
R-3.5 10,000 Sq Ft Minimum Lot Size 24.25 property. Likewise, 80% (34.7 acres)
R-4.5 7,500 Sq Ft Minimum Lot Size 205.45 of the buildable Industrial Park land '
R-7 5,000 Sq Ft Minimum Lot Size 123.61 is. owned by one individual.
R-12 3,050 Sq Ft Minimum Lot Size 44.03
R-25 1,480 Sq Ft Minimum Lot Size 33.50 Mixed-Use Land - Mixed use districts
R-40 40 Units per Acre 0 all contain some buildable land, but
Total 600.91 the majority is zoned Mixed Use
Source: Community Development Department Employment (63%). '
Tigard Cornmiinity Profile - 6 - 2006 Edition
BUILT ENVIRONMENT
' Residential Land - A large portion of the 2005 BLI is zoned low density (53% is R-
3.5 or R-4.5) or medium density (28% is R-7). The remaining low density
' residential land (R-1 and R-2) comprises only 1% of buildable residential land and
all is partially developed. No land zoned R-40 remains on the inventory.
Table 2-3 breaks the 2005 BLI
Table 2-3. Lot Sizes of 2005 Buildable Lands Inventory down into the planning
a N 0 -a designations and distributes the
' `m Z) r- buildable lots based on size.
E -6 y 80% of the buildable lots are
0 less than one acre in size and
Lot Size ~j _c 2 of
Less than 5000 sq ft 3 1 7 53 64 44% are less than 10,000 square
5000 to 10,000 sq ft 7 3 11 227 248 feet. Large lots available for
10,000 sq ft to 1 acre 25 11 44 228 308 development are scarce with
' 1 to 2 acres 5 2 7 81 95 only 57 (7%) lots greater than 2
2 to 5 acres 5 2 2 33 42 acres.
5 to 10 acres 1 0 0 8 9
' More than 10 acres 1 3 0 2 6 For more information on the
Total 47 22 71 632 772 2005 Buildable Lands Inventory,
Source: Community Development Department please contact the City's Long
Range Planning Division.
' New Construction
New residential construction within Tigard has
' remained steady over the previous 12 years. Table
2-4 shows new dwelling units within the community,.,
receiving a certificate-of-occupancy (CofO) permit
' from the Building Division. Single family homes,
which include free standing and attached, hit a high 4 _ -
of 335 units in 1995 and dipped to a low of 187 in
2002. The number constructed went above 300 in
2005 for the first time
since 1996. Multi family Table 24. New Residential Construction Since 1994
dwellings have not been Single Family Multi Family Total
as consistent with four Dwelling Density Dwelling Density Dwelling Density
years (1994, 1996, 2000, Year Units DU/Acre Units DU/Acre Units (DU/Acre
I 2005) providing 89% of 2005 301 8.1 108 26.6 409 10.0
the multi family units 2004 267 6.9 0 0.0 267 6.9
over the 12 year period. 2003 294 7.1 42 15.3 336 7.6
The overall density of 2002 187 7.1 29 34.5 216 8.0
residential construction 2001 288 8.6 0 0.0 288 8.6
is 6.8 dwelling: units per 2000 202 6.1 112 17.6 314 8.0
' acre since 1994, with 1999 244 6.3 0 0.0 244 6.3
single family homes at 1998 200 4.7 8 100.0 208 4.8
5.9 and multi family at 1997 298 5.1 4 100.0 302 5.2
18.9 dwelling units per 1996 316 4.6 126 25.0 442 6.1
acre. 1995 335 5.0 0 0.0 335 5.0
1994 320 5.0 298 15.4 618 7.4
Total 3252 5.9 727 18.9 3979 6.8
Source: Community Development Department
Tigard Co/ninniuty Profile - 7 - 1006 Edition
BUILT ENVIRONMENT
New commercial construction is not as prevalent or consistent as residential
construction in Tigard. Figure 2-1 shows that 1994 had the most commercial CofO
permits issued at 28, with only 3 issued in 2003. 1994 to 1996 remains the most
consistent period.
Looking beyond new ,
units built, total Figure 2-1. New Commercial Construction
valuation of all permits
issued gives another ,
sense of construction 30
activity in the
community. Figure 2-2 .a 25
shows the value of 20
residential and LL _ -r
commercial
construction over the 10 ' '`\y '
period of 1994 to 2005. a "
The totals include new
construction, ,
alterations, additions, 0
foundation work, fire o (:P 00 01 00 90 00 O~ o`l' o~ o~ O`O
protection systems, and '0 4 '0 '
other miscellaneous
Source: Community Development Dept.
work.
Residential construction valuation peaked in 1996 and 2001, while it hit a low in '
1998. The last three years have been consistent at around $80 million per year.
Commercial valuation peaked in 2000 and hit a low in 2002. Last year saw the
second highest valuation in the 12 year period at around $60 million. The only
year to see commercial valuation higher than residential was 1998.
Figure 2-2. Valuation of New Construction and
Alterations
100.0
80.0
0 60.0
40.0 ,
20.0
0.0
1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005
.~-Residential -c-- Cornmercial
Source: Community Development Dept.
Ti.oard COMMIIHIO! Profile - 8 - 2006 Edition ,
RS"
l llll2 - t b {'ie.3i;Snri T~gard
t,oc,s;ro tst?its Guist
sirgie 'b"{ti*i 4-i.5 z ?;7 e ci r° t_,=
ua t' Family Faoiily [IeTUT%3I
00 ilJa,{'rti T,J1,#~ ...:iuIICS
12000 {~^lz'.Y~11'f%1 } 153 J~ 24 >.,^.f j .?A ti.i:!i
1 µ U i7 f: ~ iiG?iuK{+}} i3L'_ fl,
"0 286
r i~z -jti02 Try=. nr en,.~
...,_Jt):a -H~$ x+i till b'(i
2004 't17 tB
2005 -9
i+
.7 '4
c') t: `ht 11, aC;
(1hru April xnt 66
` ;117~ 171 L ',ftv
.
I VV.3lrtUt`s'and Amneyration =''000) ii}: ( ~.:iti:c, !'lt t; +C:i ..-.M1:•t
i
c GMt,.c, 2,Y{'~:'? jj- i.• ~c 116. Ui:?=ai(,C. ..rp LJr,~I(, - ?-Cts n . 1 t`... 0 t F _ CL'
rf" i
Ilk,
tSt J-i{ iI
",C}li .Ft J77 hi .:i2 Tae COCt Lliltlt, . i1C -1 -101,S .10 1"7 x-=.trc
if
ft't F`i ICt 'OCCT111eM1"Al (i}v)ii ti.l:t:,ii ,.r{.
tst.tlt he in^ st: i;ti" l",d)
"t , - .
d. {.".±j(t t_tcz,ct'?: i;, ;..•l LtY C.,x
A P
U,
, hlvk
:`,i'f' ,lt PTCndi1; T.I'J" ~i!' .fret[.
41 fl-.
Figure -3. Year Dwelling Unit Built
!
1 4 v' y< x..
I rr~~;; ry r~ V
VCTr.:`T~': I.. f It i, to F.1 i{ v.t4M1 Ii1 '1 ~ }L?
0 199; rt? 1929 0 2000 ffinu April
I 'y
1
BUILT ENVIRONMENT
Figure 2-4. Owner Occupied Mousing Unit
Comparison
90%
80%
70%
60%
50%
40%
30% 2'1
20% x.'.
10%
0%
oa 0G~ y~o~o oa~a oJ~ ~•o'a`a ayo~oc
00 Q o G ~z
Cie
a>
~aa
Source: 2000 U.S. Census '
Housing Prices
Table 2-6. Monthly Housing Costs as a
A good indication of housing prices, as well as Percentage of Income '
the community's success in meeting affordable Owner Renter
housing needs, is the percentage of a Occupied Occupied
household's monthly income spent on housing. % of Incomeo % %
Table 2-6 breaks the percentages into Owner Less than 15/0 29.3 16.1
and Renter Occupied units. It shows that close 15 to 19% 18.5 15.0
to 30% of homeowners are spending less than 20 to 24% 17.3 13.2 ,
15% of their monthly income on housing. The 25 to 29% 11.3 13.3
opposite is true for renters, as 30% of them 30°to 34% 9.5 9.9
spend 35% or more of their monthly income on 35/0 or more 13.6 30.6 ,
housing. Outside of those figures, the Source: 2000 U.S. Census
numbers are fairly consistent between the owners and renters.
Table 2-7. Affordable Housing in Tigard Affordable housing '
Washington County Housing Authority/State Housing providers strive to alleviate
Division Units some of the monthly rental ,
Single Family & Duplex Housing 32 costs by providing housing
The Colonies 96 and programs to lessen the
Bonita Villa 96 burden on low income '
Rent Vouchers 180 households. Table 2-7 lists
State Tax Credits 600 the providers working in
Community Partners for Affordable Housing (CPAH) Tigard. There are currently
Greenburg Oaks 84 486 affordable housing ,
Metzger Park (unincorporated Metzger) 32 units located in the
Village at Washington Square 26 community as well as a
Single Family Houses 1 couple of financial '
Tualatin Valley Housing Partners (TVHP) programs available to
Hawthorne Villa 119 residents.
Source: Community Development Department
TlJGrd Coxn.,nnlty Profile - 10 - 2006 Editioll ,
BUILT ENVIRONMENT
See httj2 / /www.tig~ard-or. gov/ hall departments cd long range pTannin
'
for more information about affordable housing in Tigard.
The average house size and price for new
Table 2-8. Single-Family Construction single family construction in the City of Tigard
Average Average is shown in Table 2-8. This data includes both
House Size House Price free standing and attached homes. House size
Year (sq ft) peaked in 1996 at 2559 square feet and then
' 2005 2502 245,190 declined and leveled off for a few years,
2004 2563 257,952 reaching a low of 2246 in 1998. The past three
2003 2520 257,494 years have seen the average size top 2500
' 2002 2371 233,409 square feet each year for the first time since
2001 2214 194,194 1996. The overall average for the 12 year
2000 2319 183,821 period is 2384 square feet.
1999 2250 171,237
1998 2246 169,967 New housing prices during the same period
1997 2417 178,387 have more than doubled. They have steadily
' 1996 2559 176,554 increased, except for a decline in 1998 and
1995 2405 159,854 again last year when the average price dropped
1994 2247 117,064 from $257, 952 to $245,190. The average price
' Source: Community Development Dept. for the 12 year period is $195,247.
' Figure 2-5 displays all
residential home sales in Figure 2-5. Residential Home Sales (Tigard,
the area encompassing
Tigard, Tualatin, Tualatin, Wilsonville, Sherwood)
' Wilsonville, and Sherwood.
The one year period from 450000 60
May 2005 to May 2006 saw 400000 50
' the average selling price 350000
R
peak in the fall of 2005 v 300000 40 0
($384,600)and then drop 250000 30
20 -
slightly and remain steady L 150000 m
a 150000 20 E
through the first 5 months 100000
of 2006. The average days 50000 10 z
' for a home to remain on 0 0
the market were lowest (33 May-05 Sep-05 Jan-06 May-06
days) as the average selling
' price was highest. ®Avg Sale Price Aug Days on Market
Source: Market Action, RMLS
Since that point, average days on the market have steadily
increased to a rate of 51 days in May 2006.
Tigard Comrnnrrrty Profi/e - 11 - 2006 Edition
POPULATION PROFILE
Growth Over Time
The City of Tigard has Table 3-1. City of Tigard Historic Population
t
experienced a steady Year Population Change Year Population Change
population growth since its 1961 1084 1984 18,450 3.36%
incorporation in 1961 (Figure 1962 1804 66.42% 1985 20,250 9.76% '
3-1). The population as of 1963 1844 2.22% 1986 20,765 2.54%
July 2005 was 45,500 1964 1980 7.38% 1987 23,335 12.38%
residents' which is a 2% 1965 2203 11.26% 1988 25,510 9.32% '
1966 2480 12.57% 1989 27,050 6.04%
growth from the previous 1967 3700 49.19% 1990 29,435 8.82%
year. Population increases 1968 4700 27.03% 1991 30,910 5.01%
have varied from a yearly 1969 6300 34.04% 1992 31,350 1.42%
change of less then 1% to 1970 6499 3.16% 1993 32,145 2.54%
1971 6880 5.86% 1994 33,730 4.93%
almost 50% (Table 3-1) since 1972 7300 6.10% 1995 35,021 3.83%
incorporation. The large 1973 8720 19.45% 1996 35,925 2.58%
population increase between 1974 10,075 15.54% 1997 36,680 2.10%
1999 and 2000 is the result of 1975 10,075 0.00% 1998 37,200 1.42%
1976 11,000 9.18% 1999 38,704 4.04%
the Walnut Island annexation 1977 11,850 7.73% 2000 42,260 9.19% '
discussed in the Physical 1978 13,000 9.70% 2001 43,040 1.85%
Form section of the Almanac. 1979 14,200 9.23% 2002 44,070 2.39%
Tigard represents 1980 14,900 4.93% 2003 45,130" 2.41%
1981 15,500 4.03% 2004 44,650 -1.06% ,
approximately 9% of total 1982 17,700 14.19% 2005 45,500 1.90%
Washington County 1983 17,850 0.85%
population. See Appendix Sources: Portland State University Population Research Center
,
Map 3-1 for population City of Tigard 1996 Data Resource Report
distribution This total is the result of a data collection error that was corrected in the 2004 count
Table 3-2 displays the average annual growth rate (AAGR) of Tigard and a ,
comparison to some neighbors since the year 2000. Tigard has experienced an
AAGR of
1.53%, which is
Figure 3-1. City of Tigard Population Increase similar to
Beaverton and
50000 slightly behind
45000 " Washington
!3 40000 County as a
c whole. '
35000 Sherwood and
y 30000 Tualatin have
25000 experienced
20000 greater average ,
growth over the
15000
s-
2 10000 time period,
z - • • . while the State,
5000 Portland, and
0 Lake Oswego
1961 1965 1970 1975 1980 1985 1990 1995 2000 2005 have seen '
Year smaller
population '
growth rates.
Tigard Conilvanity Profile - 12 - '006 Edition
;:a73e2 '`a- c*'Voa Groviffl Rale Corp:ca,rfson
.tUi"ISiliCti• 77 2000 2'005 AAGR
tug. ixr,-rtnlttOd 1 e .2_°=i1 14,41 D J. .
T:.} fatirt 23,065 5, 65 2.06'.'o
~Washington 44925;1 •}:35,;.,..
Count,, -ey+;
{ Beaverton _7.050 83.110 1 Y7%
lr'ggard •:2,260 45,500 i.mi
1 st„to of ;-JIegoi 3,^4M, 50 3,63!'w',40 i.,....'
Pi?;ii I^c1 5=,;303 555.650 0.90°%a;
,c
: t.. E'35,415 36,0,"5 't.37
'?cztfi~.c r'nriira l~'?da`,o Utiivers,ry l~',){}ur iicP, i-:es i-, C,~r*[s.
I
+ki±t;I1Ni Gs c;+4^: i<z+.e
Fi ure 3-2.. age St u-tare Comparison
7
ao
i't i'i z•ill rr ;ti"t' (i: i t60
r 1 14 0-14,
12.o": r, j i ..._.'._..........«..p' '
t ti J, T' h i C , 5 1 t 0 iL)'f5) d ! i I
t C,,:,,, 'w 1 {
~t. 9.,it7Pa fi.4Y l., O:i F; j ~-it,?• ~ j
L
I
me err::'. C 'f t,.c
.
It ti f) Q
Under 5 5 to i; 15 to 2 25 to 34 35 to as 45 ft S 55 to Gu a end
1 Y r.; V2r:{g Yews wYews 'pLa }elm, years y'i'.3!- Jve i
u8 T- rd ti - hin to County -D Orec-Oii
;;lirly VOUni';;r
Figure 3-3.ModmnAgo Comparison .::•a:'ti
io dw '.-Ca}'
Y ,
:2 tP'
VI. 3-
"j H l\
li?', ,<,i :,E~z•~ ;fi:ni~i i;
t ............_.....,.....__.._._._gy,, u,z,;.. N,~ i ~?iTl , i, ii t'
I
' _
t. r. j 4
}f .
,r
~ Cuuct§
ct ? _t i =3. Tabu 3-3. Hispanic or Latino arld Race
Race Number' Percent
a,I,r;-ja+ n + of t igx u c r. va.
;Hispanic or at na 3685 89%
rlc ft i ° ':.la c~rw` t3 S t+;* +
Mexican 2649 691+
'U tA0 3iican 82 62In
,'i 3rtV ilz-~P Wx1 l t ctI 't- Cuban ? 11%{
(Table 1 31. Wye Dun] I WES art CAher 698 111%I
.,af ly loss than Wa h+ I Q Not Hispanic at Latfnc 37537 91 1%
r ou t . ItAs ! tit 31 J [F nn White alone 33317 8113 'mft _ ~tl t - ?(}1 S Cf3t54UE
t La cea j°.' , } P1'ri li
gtrd Ir z a wi r1 t+f Wyer :.1e:
Figure 3-4. HL, panic or La fine Popu€atior
or .t ? r eEf rltPT,.731;j Thin th Z<J i
att. a , oe )ro 4 Aplsendtx
fl a i 1.2 o f lit a rte t a i ea a
} ikr ~ 5fnr i"f t ciiud (i'S. GO°4
rt rr!= rlreai =tzhees ?4 vrJZtac; >t,~ t--~
i3 `i: ! rr ly with Asians ttf`tj];.:zal to r'.
4000
1bo t 644 of the population _ ice
2Ou
_b [ $ t for fit Wt d -x.l+. s; vJil
~xv
Or racc, ,within The connnonhev.
~liga C`N~r hngt~nu :r`y a&2 i^e~UU CC Road
F-r h i it tri i C a .e , r h ue's ri _
F?ce^a at at;: e I:i. gineh at 8314"', The t~irx..7e~^
iinr =s tix
m 1i x~,= etu , r~_sr r
,C %pat91,35'spea ki ng, ` ldre-r. ° a' t chi dr ti at t4 t ri„ e,
er iz V 7, trin ,xt 7 at home, For the poput aii an l'S 4 d : and user, the i,t percentages are .Ifaai ry With, Ja.l a i}'+ it'=i:, Spanish ill ./'!G and V£p'Ctlluli CyC
tW Chnicac it around t i each lac
pt:9 t it ;'t1 t s 17i Cs, c. COru,. or 7aWe 3-4. Population and acca j
t,:: is ble 3 Pace Percent
_ One Race wns
r76l 3 a aguage Sp xan at Fume White 85.4°,f,
j 3.ar _ _ aa:et rn o } Black or African American a.1
i~
iS to 17 gents American Indian & Alaskan Indian o.iz'la t
English 83,4% Asian 16`~~ 1
Spanmh 55.:'4%i 1`d`rJANe I-I"cVlr-?i an.& Other Pacific islan•de, t7:~"{n
Chinese 1.3% Sorne Other Race 31001
t
Korean i Q%~ 1i i .p°ro
vo More Paces
vie' 7 arnaSe 1 t`7'4r
nG.UB-cOtk7 t) Y~
~:'PSi}4
~ 18 year, and airier
Fngi In k3rr,
Spanish
%fiet aamese
s. Chinese 1 talc) `
~ t3err7an _ I.G°r5(
13ay o >h.t U_S Goinus,
? .Y ;i%~ t { a .w 1 "`..j}E t' A7. S r_....._....___.. _ _ I
_ Taa ,uv ~a•6, UUGE':t one i4c`CSi7 ner,Y ~earsar' 0-0
j:i; .;Ct? l+l•. r(,t:l ;it !r'tlCizti4t"!°b"e~
11 ess tlinan 9ih grade 14%
I
.';31.'.~•tf7i tit.ii:!: C9il'i,a t: 1?t +i'i' i -i
Dgard re-;Ide t' 9th to i<thgrad (ric:i!c(orrta; 56,:
: + (High School graduate(mc!ude.=+C.u!i°3iency) lv.:}`'.y
r}`+,, have
C ti!Tr
Some college, nodegree my
j; I ASSC`Gir7i4 C'i`3`Ju' ('2'r 8u'„'
n s ,.;xv Sacliaiol' de ap 'w;,,,,' Q if b;t dsl roc pro ;}{.j lti :ibix 4:i a 5^' ^''+;•i;t.i
' t"r`. 15,,±urce: 2ND V S Census
t.:.n'puli +2; fngh<':., ucati= aw achiuv'en:i'nt, Figure 3-5 00st that At: ?I:it:tiilll'
..;t.5 = slin.l Etx i'i;-he prccn. _e of on ideurs varijing ? hickicli.; ei,rwc r;`o
1V shin: ❑i'i tllll, 1!: .ii obou,. 10`', hIghu U n the ,x.u?:.? al +r" •n„
CPCri gCS ""r earning a nacht Ivr cityrut. ~x+'ound 104, o rvdenfs have ir, eMA1
- - xduare or ii nle tt:itli x}{'^. e ,
Figure 3-5. Educationa4 atta=usne€t -a,hici., :',h'chdi :h- ttfe 0,2:
Comparison (25years andotder) A C,ti n . „i, i
rv
+tiru_ jt .r _
y
~l <'1
v,
I
m
I'
j
srr!esq!onsi Agana
I I'q ra8.l'! r U'kx.,Y.ti a. n'. C.'u%i "t' P i}~P W U
ITabie 3 7, in Tigard
. Gatec._~_.._,.__ !nrnh;;r 11eac!ic=x;xm~
WU"h;a { i'~DCC~. .ailiih 'wcou',;. ITn _
_ ! E{3l CMLiS@i10!dF Sry.Jll~~
W :w- -Wi r s o `R.: scho ds ind Wits c.bl:.+•r.=a^ Wy`=s!s 35,4
P::~, ,r r i
8700 o rhent are 7"7t9Si ed .,t!t?Acl. h .,a. 3utudual; 95 yP.:,... v _
"u o
have •dht)•11'¢:n order ri'P ye W', ) l+l5t!~,,i;i'd3o-n<q war,
Nr_,,-ta trail'. ..,rt:ei'+~t ha%v ' Pmssr,Alm
_ i ~ hUOrEtHV+9cr, .^.t ht{gLtiio, '
VIA 'A"n of !(70111 i~'~ ]t'a1:1,
ftv'LiiliBi';;iY ltOraS,t;.^,f. l';S rrrti
x`F"a,ia`,i: C. 11i':i
,:l , `.I 1'3l :.s 1 -48 _ See ';?,`ic ! i)Ve!'(,5 y:-.afS and iiv!i:ti,i!:)a1 7141
i I
for +r._.,tilt;uis r;x:+t_- IAVtfi^rl'i,_"".;,.sis2:
AM 0
ary r,'i;, ve':i i'+'af(a' - - 'i rlf•i i:.t'i.+. r:
POPULATION PROFILE
Income '
Table 3-8. Median Household Income by Age '
In 1999, median income for Tigard Age of Householder Median Income
households was $51,581. Households
Under 25 years $25,451
with the householder between the ages 25 to 34 years $50,247
of 35 to 64 were higher than the 35 to 44 years $62,683 '
community median, while households 45 to 54 years $66,049
with the householder under 25 earned 55 to 64 years $59,904
only half of the community household 65 to 74 years $40,542 '
median income (Table 3-8). See 75 years and older $29,890
Appendix Map 3-3 for Income 1999 Total Median Income $51,581
distribution in the community. Source: 2000 U.S. Census ,
Table 3-9. Household Income Breakdown Households earning $50,000 - $74,999
Income Range Percentage per year comprise the largest percentage ,
Less than $15,000 8.8% of income groups (21.7%). Households
$15,000 to $24,999 11.6% earning $100,000 or more make up 15.7%
$25,000 to $34,999 11.4% of the community and 8.8% earn less ,
$35,000 to $49,999 16.3% than $15,000 a year (Table 3-9).
$50,000 to $74,999 21.7%
$75,000 to $99,999 14.5%
$100,000 or more
Source: 2000 U.S. Census
Comparing the median household Table 3-10. Household Median Income Comparison '
income to other jurisdictions, Jurisdiction Dollars
Tigard residents earn slightly less Lake Oswego $71,597
than Washington County as a whole, Sherwood $62,518 ,
but $10,000 more per year than Tualatin $55,762
Portland households and all Oregon Washington County $52,122
households. Tualatin, Sherwood, Tigard $51,581
and Lake Oswego have higher Beaverton $47,863
community median household Portland $40,146
incomes, while Beaverton residents State of Ore on $40,916 '
earn slightly less (Table 3-10). Source: 2000 U.S. Census
Poverty Level '
The number of Tigard residents living in poverty increased in all categories, except
individuals 65 years and older, from 1990 to 2000 (Table 3-11). Female
householders, with no husband present, are the most afflicted with poverty. Close
to 20% are below the federal poverty level, and that increases to 25% with related
children under 18 years of age, and 45% with related children under 5 years of age. ,
Families with related children under 5 years of age saw the greatest increase in
poverty at 227.8%.
Tr;vrrl Comrviinrol Profile - 16 - 2006 Edition
'
' POPULATION PROFILE
Table 3-11. Poverty Status
' % Below Poverty Level
Category 1989 1999 Change
Families 3.7% 5.0% 35.1%
' with related children < 18 years old 4.5% 7.6% 68.9%
with related children < 5 years old 3.6% 11.8% 227.8%
Female householder, no husband present 12.2% 19.6% 60.7%
' with related children < 18 years old 18.5% 25.2% 36.2%
with related children < 5 years old 36.5% 44.7% 22.5%
Individuals 4.8% 6.6% 37.5%
' 18 years and older 4.7% 6.1% 29.8%
65 ears and older 3.6% 3.6% 0.0%
Source: 2000 U.S. Census
1
1
1
' Tigard Community Profile - 17 - 2006 Edition
ECONOMIC CLIMATE
Businesses in Tigard
The City of Tigard issues licenses for businesses operating within the City limits. ,
As of February 2006, there were 3,124 businesses licensed in the City with a total
of 30,616 employees. From this total, there were 420 home based businesses that
employed 640 persons. '
The largest of the businesses licensed with the City can be seen in Table 4-1.
Renaissance Credit Services tops the list with 1,116 employees, with the Meier & '
Frank department store second at 704 employees. These are the only two
businesses in the City with more than 500 employees. The 20 largest employers
are spread among a variety of business sectors, from Finance/Banking/Real Estate
to Department Stores to Manufacturers.
Table 4-1. Top 20 Employers in Tigard
Number of
Business Name Employees Business Sector
1 Renaissance Credit Services 1116 Finance/Banking/Real Estate
2 Meier & Frank 704 Department Store
3 Nordstrom 461 Department Store
4 Oregon PERS 347 Government Agency
5 Costco Wholesale 341 Wholesaler
6 Providence Health System 303 Medical/Dental
7 Ikon Office Solutions 277 Sales/Manufacturer's Rep
8 FLIR Systems Inc. 250 Manufacturer '
9 The Cheesecake Factory 250 Restaurant
10 Home Depot 241 Retail
11 North Pacific Group Inc. 238 Wholesaler '
12 US BancCorp Equipment Finance Inc. 234 Finance/Banking/Real Estate
13 Gerber Legendary Blades 232 Manufacturer
14 Landmark Ford 224 Auto Sales/Service/Lease ,
15 The Coe Manufacturing Co. 221 Manufacturer
16 Rockwell Collins Aerospace 216 Manufacturer
17 Sears, Roebuck & Co. 206 Department Store
'
18 University of Phoenix 196 Service Industry
19 Williams Controls Inc. 189 Manufacturer
20 Fred Me er 186 Department Store
Source: City of Tigard Finance Department ,
The top ten business sectors within the community are shown by number of
employees and total number of businesses in Table 4-2. Contractor tops the list '
by number of businesses (305), but is second in number of employees (2589).
Finance/Banking/Real Estate business sector employs the largest number of
people at 2901, with 194 businesses. Hair/Beauty/Nail Salon, Consulting Services, ,
and Janitorial/Carpet/Windows all make the top ten in number of businesses, but
do not make the top ten in number of employees. Wholesaler and Computer-Sales
& Related are both in the top ten numbers of employees, but do not make the top
ten numbers of businesses.
Ti,gard Co>rmmllnity Profile - 18 - 2006 Edition
l l1 'x!
T
Will I ...:iC i]at~ "1'+. ili="'Sf !'ITi;-+l £.(s,_:. Am : !SO fi Y?'i!1'S. W W:.'Al W !t!,'rbwt i,11:.ii!i 1; 002 MAY mvrcaw in p.:,,r=ii '::apnei;e t ""id! 'I :irc'rini ut1 45'?
Technical Survives Ann
.-!r11")I'1'C'c." kt r!li}j in,, h"I'}~`ii. Support 'I Technical
I. Ol;lC;i`.~at;tr;7 L Qi„1 i:r1°1.]£: i"'-: ,r~) }':.(!I: R ":];?C'C° CC?$. CCC but -
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Ty `
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3noammmq .3 _70 69 1997 2 t4 0Q2
v1.~"tu'NCtt.inl?r• :i iC't'.a ?"fit;? 1~5,9u 121,129 ~
r 5515 2571 151375 133ARI
ReMil Trade Will 1881 139595 161346
Information 43 1 rum, 101m
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.n=, Wag !lire ttntr lic?`iod dispL ,,,71 rAcd in _iJU% m"d are cu ria v 1; .ntmc:
{ri`
Ur de lino
ECONOMIC CLIMATE
' Table 4-2. Top 10 Business Sectors in Tigard
B Number of Businesses B Number of Employees
' Number of Number of
Business Name Businesses Business Name Employees
1 Contractor 305 1 Finance/Banking/Real Estate 2901
' 2 Service Industry 269 2 Contractor 2589
3 Retail 205 3 Manufacturer 2504
4 Finance/Banking/Real Estate 194 4 Retail 2237
5 Medical/Dental 124 5 Restaurant 1996
6 Hair/Beauty/Nail Salon 120 6 Department Store 1873
7 Consulting Services 114 7 Service Industry 1708
8 Restaurant 111 8 Wholesaler 1517
' 9 Janitorial/Carpet/Windows 100 9 Medical/Dental 1167
10 Manufacturer 99 10 Computer - Sales & Related 975
Source: City of Tigard Finance Department
Sales
The U.S. Economic Census, which takes place every five years, provides data on
' industry sales within the City of Tigard. Table 4-3 shows the industries operating
in Tigard (the industry description does not align perfectly with the City's business
license sector data) and compares 1997 and 2002 Economic Census data.
Wholesale Trade is generating the most money in Shipments, Sales & Receipts, but
the total has fallen since 1997. Retail Trade employed the most people in both
1997 and 2002, and also ranks second in the amount of money generated. (The
' business sector information from the City and industry description information are
not identical because of different methodologies in collecting the data.)
Table 4-3. Sales Over Time, by Industry in Tigard
Shipments, Sales &
Number of Businesses Receipts ($1000)
Indust Description 1997 2002 1997 2002
Manufacturing 110 107 566,387 539,058
Wholesale Trade 246 235 3,212,540 2,915,377
' Retail Trade 335 313 1,429,402 1,498,597
Information n/a 71 n/a n/a
Real Estate, Rental & Leasing 110 127 117,485 250,688
Professional, Scientific & Technical Services 247 298 233,983 n/a
Administrative, Support & Management 117 127 196,685 175,763
Educational Services 16 18 14,234 14,922
' Health Care & Social Assistance 139 154 112,591 235,198
Arts, Entertainment & Recreation 12 17 5,885 9,092
Accommodation & Food Services 130 151 88,391 93,162
' Other Services (except public admin 91 126 48,513 99,519
Source: 2002 U.S. Economic Census
' Payroll
The U.S. Economic Census also collects information on employees and payroll for
industries in Tigard. Table 4-4 shows the comparison between 1997 and 2002.
r
' Tigard CommIlriitp Profile - 19 - 2006 Edition
r
[able t.5 shows (low Hg It'll 1':.oLIrna art n:: rk- ?dable 4-6. Meariis of ra)ieita
Ilia Il: l it 1'i')! (7041 :.I I'.i S'(' d;f:f"t c' in S*',:?"i: 153 200;f, ;y 1Cii
cl tr:_!lin g f:?lltiG in ns-va d as a zaas T, getting to Made ~'0 MI
kf,H_. Roit hli= To K e;idtnn •n-k uhlii- iDro;eAbr;e 77.2 I
trati,;r rlar-ion" t5:!lilt:.,;AY t*nvel .qvwris fell boa,w ~Carpoo! 1OA2
except w:elking or ..,',t., Tig:,rd resitla urs Public Tismspoil Uzi
i
Bicycle OA2
:.•'h?: I '~'tits th aJllf',rt, A .tae Uke? !t1`i7alk 1 3
l
t';:It;;]Cis 7,> Jro.ve i! w,qL : )7c- Ca~t)i"ii:rP \/{it rr% ..iii 1, l.il. e{ Me
it in work hi !i s thin 0 minutes. :L th 26';, inn inn Work at H:nr7e 4.51
ti ~.)E!SllS
7'. in 'i;i(7'~1I'c:~. b;'L`ti Cn t C:'~IC .-1•'0; ..ai Pi' IrOt!tt'y: ONO
ovac in hour rn Oct is \"OK
Figure 4-2, Travel Time to Work, Tigard
Residents
i
t
i !
t
i
I'a,'{ 4;tss "can -C~ minutes 0 30 `o 40 clini'te:;
{ !a 4.r tin t3o n"mutEs 0 60 or n ire niir;iite5 I
'F h;r clrL t..... of flayini ,n; ent{t)nscs in a ti ytse• set pL•r7'.°,.>: ono MU 4
;,is{Ii:it'.: the brie.iLd,,wii -d' '?!'.'t:`.;>1 cas Lhai comnil!f ry r-csi e..Ls woTLed wi:171T_i
I
pisf ov+ {:J `i Oi- r sident% Inop Lai}' d is the Lirld. T hr ninnutsmurin g Pto i"esgi
WS just it"ider l with Retail 7 rade fr,,;tnsing iI_ t1 ~..AN. Agrimdr7re, t n1';Y:'ra
t5shfiig at ri'?r:,_.t ..it Mining had i.l e Son si S::-[ipla}': living; in t a,mi 1i lem
i.l:., 1, 10,
ECONOMIC CLIMATE
Table 4-6. Profession of Tigard Residents
Industry % '
Education, Health & Social Services 15.34
Manufacturing 14.92
Retail Trade 12.63 '
Professional, Scientific, Mgmt.; Admin.; Waste Mgmt. 11.98
Insurance, Real Estate, Rental & Leasing 10.35
Entertainment, Recreation, Accommodation & Food Services 8.21
Construction 6.08 '
Wholesale Trade 5.71
Other Services (Except Public Administration) 4.34
Information 3.13 ,
Public Administration 2.66
Transportation & Warehousing, Utilities 3.97
Agriculture, Forestry, Fishing & Hunting, Mining 0.67 '
Source: 2000 U.S. Census
Property Taxes ,
Table 4-7 shows property taxes for Tigard and a few neighboring jurisdictions.
The Local Operating Levy includes the City service rate and any local option '
levies, while the Total Tax Burden includes any urban renewal levy, voter approved
debt and regional, county and education related levies. Tigard has a local
operating levy of 4.2883 and a total tax burden of 16.3448 per $1000 assessed '
value, which is slightly higher than Tualatin's rate, but less than Portland,
Beaverton, Lake Oswego, and Sherwood. Tigard currently has no local option
levies and 0.2023 per $1000 of voter approved debt. '
Table 4-7. Property Tax Rate (FY 2005-06)
Local Operating Total Tax I
Jurisdiction Levy " Burden
Portland 7.1703 19.8002
Beaverton 6.8161 19.2232 '
Lake Oswego 4.8381 17.3270 Table 4-8. Breakdown of Tigard Tax Rate
Sherwood 4.7002 17.0026 Tax District Tax Rate
Tigard 4.2883 16.3448 City of Tigard 2.7154 ,
Tualatin 3.4689 16.1315 Washington County 2.8395
Source: City of Tigard Finance Department ESD - NW Regional 0.1538
Rate per $1000 assessed valuation of property Portland Community College 0.4950 ,
Tigard School District 7.8462
Tualatin Valley Fire & Rescue 1.8216
The breakdown of Tigard's property tax Port of Portland 0.0701 '
rate is found in Table 4-8. The largest Regional - Metro Zoo 0.2841
share is from the Tigard School District Regional - TriMet 0.1191
Tax, followed by City services, County Total 16.3448
services, and fire protection services. ,
Source: City of Tigard Finance Department
Tigard Coinmlunity Profile - 22 - 2006 Edition
1
APPENDIX
t
1
' T"171-d CoMmmIInidy Profile - 23 - 2006 Edition
Ma 1-1
tPTransportation
Network
11.1 City of Tigard
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Agenda Item # 5
Meeting Date October 17, 2006
COUNCIL AGENDA ITEM SUMMARY
City Of Tigard, Oregon
Issue/Agenda Title Planned Developments Code Amendment Workshop
Prepared By: Sean Farrelly Dept Head Approval: / City -Mgr Approval:
ISSUE BEFORE THE COUNCIL
Review of Planning Commission recommended Planned Developments Code Amendment.
STAFF RECOMMENDATION
Receive a briefing of the Planned Developments Code Amendment prior to the public hearing on October 24, 2006.
KEY FACTS AND INFORMATION SUMMARY
The Council established the Planned Developments Code Review Committee in January, 2004, to study the identified
problems of Planned Developments. The Committee worked with staff to develop new code language including a
revised purpose statement, application process, concept and detailed development plan requirements, and definitions.
On July 18, 2006, the Committee presented their final recommendations to Council. The Council supported the
initiation of the Code Amendment process.
On September 18, 2006, a public hearing on the proposed code amendment was held before the Planning Commission.
Public testimony was received from a representative of the Home Builders Association and a member of the PD
Review Committee. The Planning Commission recommended making minor revisions to the proposed changes, in
response to the public testimony and the deliberations of the Commission members. The Planning Commission voted
unanimously to recommend approval of the Development Code Amendment with the changes that were discussed.
OTHER ALTERNATIVES CONSIDERED
Not applicable.
COUNCIL GOALS AND TIGARD BEYOND TOMORROW VISION STATEMENT
Growth and Growth Management, Goal No.1 - Growth will be managed to protect the character and livability of
established areas, protect the natural environment and provide open space throughout the community.
Two of the strategies to implement this goal are:
1) Review and modify development code sections to integrate open space preservation and protection into
design standards. Planned Actions include: revising code sections to ensure that residential development
incorporates open space; and developing and implementing design standards that preserve and protect open
space, greenways, and natural areas.
2) Develop and implement design standards that preserve and protect open space, greenways, and natural areas.
Planned Actions include: amending code to promote design that includes natural features and promotes
connectivity to open space, greenways, and natural area access; and implementing a public process for
adequate development/design review.
ATTACHMENT LIST
Attachment 1: Memo to Council dated October 3, 2006, regarding Planning Commission changes to Planned
Developments Code Amendment
Attachment 2: Clean Copy of Proposed Planned Developments Code Revisions (with Planning Commission Edits)
Attachment 3: Highlights of Proposed Planned Developments Code Amendment
Attachment 4: Proposed Planned Developments Code Revisions (xvith strike-throughs)
Attachment 5: Staff Report to the Planning Commission
FISCAL NOTES
Not applicable.
1:\LRPLN\Sean\Code amendments\PD\10-17-06 I'D AIS.doc
Attachment 1
MEMORANDUM
TIGARD
TO: City Council
FROM: Sean Farrelly, Associate Planner
RE: Planned Developments Code Amendment (DCA 2006-00003) changes made
by Planning Commission at September 18, 2006 public hearing
DATE: October 3, 2006
On September 18, 2006 the Tigard Planning Commission held a public hearing on the Planned
Developments Code Amendment. Public testimony was received from the Director of Local
Government Affairs of the Home Builders Association, as well as a member of the PD Review
Committee. The HBA representative also submitted a letter outlining some concerns he had with the
Code Amendment.
The Planning Commission recommended making minor revisions to the proposed changes, in response
to the public testimony and the deliberations of the Commission members. The changes that were
made can be seen in "track changes" on Attachment 2 "Proposed Planned Developments Code
revisions with Planning Commission Edits." The following changes were made to the original
proposal:
p. 1. Change the definition of Minimal Use Facilities to delete reference to low-impact recreation,
and indicate that the only improvements that can be made are underground utilities and
natural and ecological enhancements.
p. 8. In the Detailed Development Plan Submission Requirements, replace requirement of actual
structure footprints with site specific building envelopes.
p. 10 In the Detailed Development Plan Approval Criteria, change the wording of the section
regarding the commission requiring an alternate plan "that may result in greater preservation
of trees, topography and natural drainage..." to "the commission may require the
applicant to provide an alternate site plan to demonstrate compliance with this criterion."
p.11 Clarify that elevations are only required for single-family attached and multiple-family
structures.
p. 14 Clarify language that the detailed development plan specify a minimum of 20% of the
gross site area as a shared open space facility.
The Planning Commission voted unanimously for a motion to recommend approval of the
Developments Code Amendment with the changes that were discussed.
Attachment 2
Clean Copy - - - - - - -
Proposed Planned Developments Code Revisions, September 2006
With Planning Commission edits
Chapter 18.120
DEFINITIONS
55. "Density bonus" - Additional dwelling units that can be earned as an incentive for providing
undeveloped open space, landscaping, or tree canopy as defined further in this code.
87. "Landscaping" - Areas primarily devoted to plantings, trees, shrubs, lawn and other organic ground
cover together with other natural or artificial supplements such as water courses, ponds, fountains,
decorative lighting, benches, bridges, rock or stone arrangements, pathways, sculptures, trellises and
screens.
104. Open Space Facility related definitions. Open Space Facilities may be privately or publicly owned:
a.l "Minimal Use Facilities." aVo other improvements (apart from underground utilities and natural. aft Deleted: Areas reserved for low-impact
ecological enhancements) ) are allowed. recreation, limited to soft surface trails
« „ which are minimally maintained.
b. Passive Use Facilities." Areas reserved for medium-impact recreation and education uses related to th
functions and values of a natural area that require limited and low impact site improvement, including soft
surface trails, raised walkways, pedestrian bridges, seating areas, viewing blinds, observation decks
informational signage, drinking fountains, picnic tables, interpretive centers, and other similar facilities.
Accommodations for ADA access shall be provided where site considerations permit.
c. "Active Use Facilities." Areas reserved for high-impact recreation that require a greater degree of site
development and/or ground disturbance; such as sports fields, playground equipment, group picnic shelters,
swimming pools, hard and soft surface pathways, restrooms, and similar facilities.
Chapter 18.350
PLANNED DEVELOPMENTS
Sections:
18.350.010 Purpose
18.350.020 Process
18.350.030 Administrative Provisions
18.350.040 Concept Plan Submission Requirements
18.350.050 Concept Plan Approval Criteria
18.350.060 Detailed Development Plan Submission Requirements
18.350.070 Detailed Development Plan Approval Criteria
18.350.010 Purpose
A. Purpose. The purposes of the planned development overlay zone are:
1. To provide a means for property development that is consistent with Tigard's Comprehensive Plan
through the application of flexible standards which consider and mitigate for the potential impacts to the
City; and
Page 1 of 15 September 20, 2006
2. To provide such added benefits as increased natural areas or open space in the City, alternative building
designs, walkable communities, preservation of significant natural resources, aesthetic appeal, and other
types of assets that contribute to the larger community in lieu of strict adherence to many of the rules of
the Tigard Community Development Code; and
3. To achieve unique neighborhoods (by varying the housing styles through architectural accents, use of
open space, innovative transportation facilities) which will retain their character and city benefits, while
respecting the characteristics of existing neighborhoods through appropriate buffering and lot size
transitioning; and
4. To preserve to the greatest extent possible the existing landscape features and amenities (trees, water
resources, ravines, etc.) through the use of a planning procedure (site design and analysis, presentation of
alternatives, conceptual review, then detailed review) that can relate the type and design of a
development to a particular site; and
5. To consider an amount of development on a site, within the limits of density requirements, which will
balance the interests of the owner, developer, neighbors, and the City; and
6. To provide a means to better relate the built environment to the natural environment through sustainable
and innovative building and public facility construction methods and materials.
18.350.020 Process
A. Applicable in all zones. The planned development designation is an overlay zone applicable to all zones. An
applicant may elect to develop the project as a planned development, in compliance with the requirements of
this chapter, or in the case of a commercial or industrial project an approval authority may apply the
provisions of this chapter as a condition of approving any application for the development.
B. Elements of approval process. There are three elements to the planned development approval process, as
follows:
1. The approval of the planned development concept plan; and
2. The approval of the detailed development plan;
3. The approval of the planned development overlay zone.
C. Decision-making process.
1. The concept plan shall be processed by means of a Type 111-PC procedure, as governed by
Section 18.390.050, using approval criteria contained in Section 18.350.050.
2. The detailed development plan shall be reviewed by means of a Type III-PC procedure, as
governed by 18.390.050, to ensure that it is substantially in compliance with the approved concept
plan.
3. The planned development overlay zone will be applied concurrently with the approval of the
detailed plan.
4. Applicants may choose to submit the concept plan and detailed plan for concurrent review subject
Page 2 of 15 September 20, 2006
to meeting all of the approval criteria for each approval. All applicants are advised that the
purpose of separating these applications is to provide them clear direction in developing
the detailed plans. Rejection of the concept plan will result in a corresponding rejection of
the detailed development plan and overlay zone.
5. In the case of an existing planned development overlay zone, once construction of the detailed plan has
been completed, subsequent applications conforming to the detailed plan shall be reviewed under the
provisions required in the chapter which apply to the particular land use application.
6. If the application involves subdivision of land, the applicant may also apply for preliminary plat
approval and the applications shall be heard concurrently with the detailed plan.
D. Concurrent Applications for Concept Plan and Detailed Plan. In the case of concurrent applications for
concept plan and detailed development plan, including subdivision applications, the applicant shall clearly
distinguish the concept from the detailed plan. The Planning Commission shall take separate actions on each
element of the Planned Development application (i.e. the concept approval must precede the detailed
development approval); however each required action may be made at the same hearing.
18.350.030 Administrative Provisions
A. Time limit on filing of detailed development plan. The concept plan approval expires after 1-1/2 years unless
an application for detailed development plan and, if applicable, a preliminary plat approval or request for
extension is filed. Action on the detailed development plan shall be taken by the Planning Commission by
means of a Type 111-PC procedure, as governed by Section 18.390.050, using approval criteria in 18.350.070.
B. Zoning map designation. The planned development overlay zone application shall be concurrently approved
if the detailed development plan is approved by the Planning Commission. The zoning map shall be amended
to indicate the approved planned development designation for the subject development site. The approval of
the planned development overlay zone shall not expire.
C. Extension. The Director shall, upon written request by the applicant and payment of the required fee,
grant an extension of the approval period not to exceed one year provided that:
1. No changes have been made on the original concept development plan as approved by the Planning
Commission;
2. The applicant can show intent of applying for detailed development plan or preliminary plat review
within the one year extension period; and
3. There have been no changes to the applicable Comprehensive Plan policies and ordinance
provisions on which the approval was based.
D. Phased development.
1. The Commission may approve a time schedule for developing a site in phases, but in no case shall the
total time period for all phases be greater than seven years without reapplying for concept development
plan review.
2. The criteria for approving a phased detail development plan proposal are that:
Page 3 of 15 September 20, 2006
a. The public facilities shall be constructed in conjunction with or prior to each phase; and
b. The development and occupancy of any phase shall not be dependent on the use of temporary
public facilities. A temporary public facility is any facility not constructed to the applicable City
or district standard.
E. Substantial modifications to the concept plan. If the Planning Commission finds that the detailed
development plan or preliminary plat does not substantially conform to the concept plan, a new concept
plan shall be required.
F. Noncompliance. Noncompliance with an approved detailed development plan shall be a violation of this
chapter.
G. Issuance of occupancy permits. The development shall be completed in accordance with the approved
detailed development plan including landscaping and recreation areas before any occupancy permits are
issued. However, when the Director determines that immediate execution of any feature of an approved
detailed development plan is impractical due to climatic conditions, unavailability of materials, or other
temporary condition, the Director shall, as a precondition of the issuance of a required permit, require the
posting of a performance bond or other surety to secure execution of the feature at a time certain not to
exceed one year.
18.350.040 Concept Plan Submission Requirements
A. General submission requirements. The applicant shall submit an application containing all of the general
information required for a Type 111-PC procedure, as governed by Section 18.390.050 and the additional
information required by 18.350.040.B. In addition, the applicant shall submit the following:
1. A statement of planning objectives to be achieved by the planned development through the
particular approach proposed by the applicant. This statement should include:
a. A description of the character of the proposed development and the rationale behind the
assumptions and choices made by the applicant.
b. An explanation of the architectural style, and what innovative site planning principles are
utilized including any innovations in building techniques that will be employed.
c. An explanation of how the proposal relates to the purposes of the Planned Development
Chapter as expressed in 18.350.010.
d. An explanation of how the proposal utilized the Planning Commissioner's Toolbox.
2. A general development schedule indicating the approximate dates when construction of the
planned development and its various phases are expected to be initiated and completed.
3. A statement of the applicant's intentions with regard to the future selling or leasing of all or
portions of the planned development. In the case where a residential subdivision is proposed, the
statement shall include the applicant's intentions whether the applicant will build the homes, or
sell the lots to other builders.
Page 4 of 15 September 20, 2006
B. Additional information. In addition to the general information described in Subsection A above, the
concept plan, data, and narrative shall include the following information, the detailed content of which
can be obtained from the Director:
1. Existing site conditions;
2. A site concept including the types of proposed land uses and structures, including housing types, and
their general arrangement on the site;
3. A grading concept;
4. A landscape concept indicating a percentage range for the amount of proposed open space and
landscaping, and general location and types of proposed open space(s);
5. Parking concept
6. A sign concept;
7. A streets and utility concept; and
8. Structure Setback and Development Standards concept, including the proposed residential density
target if applicable.
C. Allowable Uses
1. In residential zones. In all residential zones, an applicant with a planned development approval may develop
the site to contain a mixture of uses subject to the density provisions of the underlying zone and the density
bonus provisions of 18.350.070.A.3.c. The following uses are allowed with planned development approval:
a. All uses allowed outright in the underlying zoning district;
b. Single-family detached and attached residential units;
c. Duplex residential units;
d. Multi-family residential units;
e. Manufactured homes;
f. Accessory services and commercial uses directly serving the planned development only and
which are customary or associated with, but clearly incidental to the uses permitted in the zone,
such as personal services, preschool or daycare, and retail uses less than 5,000 square feet in
sum total;
g. Community building;
h. Indoor recreation facility; athletic club, fitness center, racquetball court, swimming pool,
tennis court or similar use;
i. Outdoor recreation facility, golf course, golf driving range, swimming pool, tennis court, or
similar use; and
Page 5 of 15 September 20, 2006
j. Recreational vehicle storage area.
2. In commercial zones. In all commercial zones, an applicant with a planned development approval may
develop the site to contain all of the uses permitted outright in the underlying zone and, in addition, a
maximum of 25% of the total gross floor area may be used for multi-family dwellings in those commercial
zones that do not list multi-family dwellings as an outright use.
3. In industrial zones. In all industrial zones, a planned development shall contain only those uses allowed
outright in the underlying zoning district.
18.350.050 Concept Plan Approval Criteria
A. The concept plan may be approved by the Commission only if all of the following criteria are met:
1. The concept plan includes specific designations on the concept map for areas of open space, and describes
their intended level of use, how they relate to other proposed uses on the site, and how they protect natural
features of the site.
2. The concept plan identifies areas of significant natural resources, if any, and identifies methods for their
maximized protection, preservation, and/or management.
3. The concept plan identifies how the future development will integrate into the existing neighborhood, either
through compatible street layout, architectural style, housing type, or by providing a transition between the
existing neighborhood and the project with compatible development or open space buffers.
4. The concept plan identifies methods for promoting walkability or transit ridership, such methods may include
separated parking bays, off street walking paths, shorter pedestrian routes than vehicular routes, linkages to
or other provisions for bus stops, etc.
5. The concept plan identifies the proposed uses, and their general arrangement on site. In the case of projects
that include a residential component, housing type, unit density, or generalized lot sizes shall be shown in
relation to their proposed location on site.
6. The concept plan must demonstrate that development of the property pursuant to the plan results in
development that has significant advantages over a standard development. A concept plan has a significant
advantage if it provides development consistent with the general purpose of the zone in which it is located at
overall densities consistent with the zone, while protecting natural features or providing additional amenities
or features not otherwise available that enhance the development project or the neighborhood.
18.350.060 Detailed Development Plan Submission Requirements
A. General submission requirements. The applicant shall submit an application containing all of the general
information required for a Type III-PC procedure, as governed by Section 18.390.050, the additional information
required by 18.350.040.13 and the approval criteria under 13.350.070.
B. Additional Information. In addition to the general information described in Subsection A above, the detailed
development plan, data, and narrative shall include the following information:
1. Contour intervals of 2 to 5 ft, depending on slope gradients, and spot elevations at breaks in grade, along
drainage channels or swales, and at selected points, as needed
Page 6 of 15 September 20, 2006
2. A specific development schedule indicating the approximate dates of construction activity, including
demolition, tree protection installation, tree removal, ground breaking, grading, public improvements, and
building construction for each phase.
3. A copy of all existing and/or proposed restrictions or covenants.
4.Moderate to High Density Development Analysis. If proposing development in an area within a Metro
designated town or regional center , the following additional information may be required:
a. Air movement: Prevailing breezes characteristic of a region may be greatly modified by urban high-
rise structures. Predominant air movement patterns in a city may be along roadways and between
buildings. The placement, shape, and height of existing buildings can create air turbulence caused by
micro air movement patterns. These patterns may influence the location of building elements such
as outdoor areas and balconies. Also a building's design and placement can mitigate or increase local
wind turbulence.
b. Sun and shadow patterns: The sun and shadow patterns of existing structures should be studied to
determine how they would affect the proposed building. This is particularly important for outdoor
terraces and balconies where sunlight may be desirable. Sun and shadow pat- terns also should be
considered as sources of internal heat gain or loss. Building orientation, window sizes and shading
devices can modify internal heat gain or loss. Studies should include daily and seasonal patterns and
the shadows the proposed building would cast on existing buildings and open spaces.
c. Reflections: Reflections from adjacent structures such as glass-clad buildings may be a problem. The
development should be designed to compensate for such glare or if possible, oriented away from it.
C. Compliance with specific development standards. The Detailed Development Plan shall show compliance with
base zone provisions , with the following modifications:
1. Lot dimensional standards: The minimum lot depth and lot width standards shall not apply. There shall
be no minimum lot size except that lots on the perimeter of the project shall not be less than 80% of the
minimum size required in the base zone.
2. Site coverage: The maximum site coverage is 80%, except in the IP zone where the maximum site
coverage shall be 75%. Site coverage includes all buildings and impervious surfaces such as streets and
sidewalks;
3. Building height: In residential zones, any increase in the building height above the maximum in the base
zone will require that the structure be setback from the perimeter of the site a distance of at least 1-1/2
times the height of the building.
4. Structure setback provisions:
a. Setbacks for structures on the perimeter of the project shall be the same as that required by the base
zone unless otherwise provided by Chapter 18.360;
b. The setback provisions for all setbacks on the interior of the project shall not apply except that:
(1) All structures shall meet the Uniform Building and Fire Code requirements;
Page 7 of 15 September 20, 2006
(2) A minimum front yard setback of 20 feet is required for any garage structure which opens
facing a street. This setback may be reduced for rear or side loaded garages, if specified on
the detailed plan and proper clearances for backing movements are accounted for.
(3) A minimum front yard setback of eight feet is required for any garage opening for an
attached single-family dwelling facing a private street as long as the required off-street
parking spaces are provided. This setback may be reduced for rear or side loaded garages, if
specified on the detailed plan and proper clearances for backing movements are accounted
for.
c. If seeking to modify the base zone setbacks, the applicant shall specify the proposed setbacks,
either on a lot by lot, or project wide basis. The commission may deleted: applicant may propose, or the
require,site_s,pecif c building envelopes. I Deleted: actual structure footprints to
be shown and adhered to.
5. Other provisions of the base zone. All other provisions of the base zone shall apply except as modified
by this chapter.
18.350.070 Detailed Development Plan Approval Criteria
A. Detailed Development Plan Approval Criteria. A detailed development plan may be approved only if all the
following criteria are met:
1. The detailed plan is generally consistent with the concept plan. Minor changes from the concept plan do not
make the detailed plan inconsistent with the concept plan unless:
a. The change increases the residential densities, increases the lot coverage by buildings or reduces
the amount of parking;
b. The change reduces the amount of open space and landscaping;
c. The change involves a change in use;
d. The change commits land to development which is environmentally sensitive or subject to a
potential hazard; and
e. The change involves a major shift in the location of buildings, proposed streets, parking lots,
landscaping or other site improvements.
2. All the provisions of the land division provisions, Chapters 18.420 Partitions and 18.430 Subdivisions,
shall be met if applicable;
3. Except as noted, the provisions of the following chapters shall be utilized as guidelines. A planned
development need not meet these requirements where a development plan provides alternative designs
and methods, if acceptable to the Commission, that promote the purpose of this chapter. In each case, the
applicant must provide findings to justify the modification of the standards in the chapters listed below.
The applicant shall respond to all the applicable criteria of each chapter as part of these findings and
clearly identify where their proposal is seeking a modification to the strict application of the standards.
For those chapters not specifically exempted, the applicant bears the burden of fully complying with
those standards, unless a variance or adjustment has been requested.
Page 8 of 15 September 20, 2006
a. Chapter 18.360, Site Development Review. The provisions of Chapter 18.360, Site
Development Review, are not applicable to Planned Development Reviews. The detailed
development plan review is intended to address the same type of issues as the Site
Development Review.
b. Chapter 18.705, Access, Egress and Circulation. The Commission may grant an exception
to the access standards, upon a demonstration by a professional engineer that the resulting
access will not be detrimental to the public safety considering emergency vehicle needs, and
provisions are provided for all modes of transportation using the site (vehicles, bicycles,
pedestrians, and transit).
C. Chapter 18.715, Density Computation and Limitations. Unless authorized below, density
shall be governed by the density established in the underlying zoning district, using the
minimum lot size established for that district. Where a project site encompasses more than
one underlying zoning district, density shall be aggregated for each district, and may be
allocated anywhere within the project site, as deemed appropriate by the commission.
The Commission may further authorize a density bonus not to exceed 10% as an incentive to
increase or enhance open space, architectural character and/or site variation incorporated
into the development. These factors must make a substantial contribution to objectives of
the planned development. The degree of distinctiveness and the desirability of variation
achieved shall govern the amount of density increase which the Commission may approve
according to the following:
(1) A 1% bonus for each 5% of the gross site area set aside in open space, up to a
maximum of 5%, is allowed for the provision of active use recreational open space,
exclusive of areas contained in floodplain, steep slopes, drainageways, or wetlands
that would otherwise be precluded from development;
(2) Up to a maximum of 5% is allowed for the development of pedestrian amenities,
streetscape development, recreation areas, plazas, or other items from the "Planning
Commission's Toolbox."
d. Chapter 18.745, Landscaping and Screening. The Commission may grant an exception to the
landscape requirements of this title upon a finding that the overall landscape plan was
prepared by a licensed landscape architect, provides for 20% of the net site area to be
professionally landscaped, and meets the intent of the specific standard being modified.
e. Chapter 18.765, Off-street Parking and Loading Requirements. The Commission may grant
an exception to the off-street parking dimensional and minimum number of space
requirements in the applicable zone if:
(1) The minimum number of parking spaces is not reduced by more than 10 percent of
the required parking; and
(2) The application is for a use designed for a specific purpose which is intended to be
permanent in nature, e.g., a nursing home, and which has a low demand for off-
street parking; or
Page 9 of 15 September 20, 2006
(3) There is an opportunity for sharing parking and there is written evidence that the
property owners are willing to enter into a legal agreement; or
(4) Public transportation is available to the site, and reducing the standards will not
adversely affect adjoining uses; or
(5) There is a community interest in the preservation of particular natural features of
the site which make it in the public interest to grant an exception to parking
standards.
f. Chapter 18.780, Signs. The Commission may grant an exception to the sign dimensional
requirements in the applicable zone if:
(1) The sign is not increased by more than 10 percent of the required applicable
dimensional standard for signs; and
(2) The exception is necessary for adequate identification of the use on the property;
and
(3) The sign will be compatible with the overall site plan, the structural improvements
and with the structures and uses on adjoining properties.
g. Chapter 18.795, Visual Clearance Areas. The Commission may grant an exception to the
visual clearance requirements, when adequate sight distance is or can be met;
h. Chapter 18.810, Street and Utility Improvements, Sections 18.810.040, Blocks; and
18.810.060, Lots. Deviations from street standards shall be made on a limited basis, and
nothing in this section shall obligate the City Engineer to grant an exception. The
Commission has the authority to reject an exception request. The Commission can only
grant an exception to street sanctions if it is sanctioned by the City Engineer.. The City
Engineer may determine that certain exceptions to the street and utility standards are
permissible when it can be shown that:
(1) Public safety will not be compromised; and
(2) In the case of public streets, maintenance costs will not be greater than with a
conforming design; and
(3) The design will improve stormwater conveyance either by reducing the rate or
amount of runoff from present standards or increasing the amount of pollutant
treatment.
4. In addition, the following criteria shall be met:
a. Relationship to the natural and physical environment:
(1) The streets, buildings and other site elements shall be designed and located t
preserve the existing trees, topography and natural drainage to the greatest degze Deleted: why a particular alternate site
plan that may result in greater
possible. The commission may require the applicant to provide an alternate,'sit preservation of trees, topography and
plan to demonstrate compliance with this criterion: natural drainage would either not be
feasible or would result in a greater loss
of those resources; ¶
Page 10 of 15 September 20, 2006
(2) Structures located on the site shall not be in areas subject to ground slumping and
sliding as demonstrated by the inclusion of a specific geotechnical evaluation;
(3) Using the basic site analysis information from the concept plan submittal, the
structures shall be oriented with consideration for the sun and wind directions,
where possible; and
b. Buffering, screening and compatibility between adjoining uses:
(1) Buffering shall be provided between different types of land uses, e.g., between
single-family and multi-family residential, and residential and commercial uses;
(2) In addition to the requirements of the buffer matrix (Table 18.745.1), the
requirements of the buffer may be reduced if a landscape plan prepared by a
registered Landscape Architect is submitted that attains the same level of
buffering and screening with alternate materials or methods. The following
factors shall be considered in determining the adequacy and extent of the buffer
required under Chapter 18.745.:
(a) The purpose of the buffer, for example to decrease noise levels,
absorb air pollution, filter dust, or to provide a visual barrier;
(b) The size of the buffer needs in terms of width and height to
achieve the purpose;
(c) The direction(s) from which buffering is needed;
(d) The required density of the buffering; and
(e) Whether the viewer is stationary or mobile.
(3) On-site screening from view from adjoining properties of such activities as
service areas, storage areas, parking lots and mechanical devices on roof tops
shall be provided and the following factors shall be considered in determining the
adequacy of the type and extent of the screening:
(a) What needs to be screened;
(b) The direction from which it is needed; and
(c) Whether the screening needs to be year- round.
C. Privacy and noise: Non-residential structures which abut existing residential dwellings shall be located
on the site or be designed in a manner, to the maximum degree possible, to protect the private areas on
the adjoining properties from view and noise;
d. Exterior elevations - Single-family attached and multiple-family structure; Along the verticaL.fa Deleted: residential use
of single-family attached and multiple-family structures, offsets shall occur at a minimum of every
30 feet by providing any two of the following:
(1) Recesses, e.g., decks, patios, entrances, floor area, of a minimum depth of eight feet;
Page 11 of 15 September 20, 2006
(2) Extensions, e.g., decks, patios, entrances, floor area, of a minimum depth of eight feet, a
maximum length of an overhang shall be 25 feet; and
(3) Offsets or breaks in roof elevations of three or more feet in height.
e. Private outdoor area - residential use:
(1) Exclusive of any other required open space facility, each ground-level residential dwelling unit
shall have an outdoor private area (patio, terrace, or porch) of not less than 48 square feet with
a minimum width dimension of four feet;
(2) Wherever possible, private outdoor open spaces should be oriented toward the sun; and
(3) Private outdoor spaces shall be screened or designed to provide privacy for the use of the
space.
f. Shared outdoor recreation and open space facility areas - residential use:
(1) Exclusive of any other required open space facilities, each residential dwelling development
shall incorporate shared usable outdoor recreation areas within the development plan as
follows:
(a) Studio units up to and including two bedroom units, 200 square feet per unit;
(b) Three or more bedroom units, 300 square feet per unit.
(2) Shared outdoor recreation space shall be readily observable from adjacent units for
reasons of crime prevention and safety;
(3) The required recreation space may be provided as follows:
(a) Additional outdoor passive use open space facilities;
(b) Additional outdoor active use open space facilities;
(c) Indoor recreation center; or
(d) A combination of the above.
g. Demarcation of public, semi-public and private spaces for crime prevention:
(1) The structures and site improvements shall be designed so that public areas such as streets
or public gathering places, semi=public areas and private outdoor areas are clearly defined to
establish persons having a right to be in the space, to provide for crime prevention and to
establish maintenance responsibility; and
(2) These areas may be defined by, but not limited to:
(a) A deck, patio, low wall, hedge, or draping vine;
Page 12 of 15 September 20, 2006
(b) A trellis or arbor;
(c) A change in elevation or grade;
(d) A change in the texture of the path material;
(e) Sign; or
(f) Landscaping.
h. Access and circulation:
(1) The number of required access points for a development shall be provided in Chapter 18.705;
(2) All circulation patterns within a development must be designed to accommodate
emergency and service vehicles; and
(3) Provisions shall be made for pedestrian and bicycle ways abutting and through a site
if such facilities are shown on an adopted plan or terminate at the boundaries of the
project site.
i. Landscaping and open space:
(1) Residential Development: In addition to the buffering and screening requirements of paragraph b
of this subsection, and any minimal use open space facilities, a minimum of 20 percent of the
site shall be landscaped. This may be accomplished in improved open space tracts, or with
landscaping on individual lots provided the developer includes a landscape plan, prepared or
approved by a licensed landscape architect, and surety for such landscape installation;
j. Public transit:
(1) Provisions for public transit may be required where the site abuts or is within a''/4
mile of a public transit route. The required facilities shall be based on:
(a) The location of other transit facilities in the area; and
(b) The size and type of the proposed development.
(2) The required facilities may include but are not necessarily limited to such facilities as:
(a) A waiting shelter;
(b) A turn-out area for loading and unloading; and
(c) Hard surface paths connecting the development to the waiting area.
(3) If provision of such public transit facilities on or near the site is not feasible, the developer
may contribute to a fund for public transit improvements provided the Commission
establishes a direct relationship and rough proportionality between the impact of the
development and the requirement.
Page 13 of 15 September 20, 2006
k. Parking:
(1) All parking and loading areas shall be generally laid out in accordance with the
requirements set forth in Chapter 18.765;
(2) Up to 50% of required off-street parking spaces for single-family attached dwellings may be
provided on one or more common parking lots within the planned development as long as
each single-family lot contains one off-street parking space.
1. Drainage: All drainage provisions shall be generally laid out in accordance with the requirements set
forth in Chapter 18.810. An applicant may propose an alternate means for stormwater conveyance on
the basis that a reduction of stormwater runoff or an increase in the level of treatment will result from
the use of such means as green streets, porous concrete, or eco roofs.
in. Floodplain dedication: Where landfill and/or development is allowed within or adjacent to the 100-
year floodplain, the City shall require consideration of the dedication of sufficient open land area for a
greenway adjoining and within the floodplain. This area shall include portions of a suitable elevation
for the construction of a pedestrian/bicycle pathway with the floodplain in accordance with the adopted
pedestrian bicycle pathway plan.
n. Shared Open Space Facilities:,The_detailed development plan shall designate a minimum of 20% pf th Deleted: Exclusive ofany other
gross site area as a shared open space facility. The open space facility may be comprised of an required open space or buffer areas,
combination of the following:
(1) Minimal Use Facilities. Up to 75% of the open space requirement may be satisfied by
reserving areas for minimal use. Typically these areas are designated around sensitive lands
(steep slopes, wetlands, streams, or 100 year floodplain).
(2) Passive Use Facilities. Up to 100% of the open space requirement may be satisfied by
providing a detailed development plan for improvements (including landscaping, irrigation,
pathway and other structural improvements) for passive recreational use.
(3) Active Use Facilities. Up to 100% of the open space requirement may be satisfied by
providing a detailed development plan for improvements (including landscaping, irrigation,
pathway and other structural improvements) for active recreational use.
(4) The open space area shall be shown on the final plan and recorded on the final plat or
covenants.
o. Open Space Conveyance. Where a proposed park, playground or other public use shown in a plan
adopted by the City is located in whole or in part in a subdivision, the Commission may require the
dedication or reservation of such area within the subdivision, provided that the reservation or dedication
is roughly proportional to the impact of the subdivision on the park system.
Where considered desirable by the Commission in accordance with adopted comprehensive plan policies,
and where a development plan of the City does not indicate proposed public use areas, the Commission
may require the dedication or reservation of areas within the subdivision or sites of a character, extent
and location suitable for the development of parks or other public use, provided that the reservation or
dedication is roughly proportional to the impact of the subdivision on the park system. The open space
shall be conveyed in accordance with one of the following methods:
Page 14 of 15 September 20, 2006
(1) Public Ownership. Open space proposed for dedication to the City must be acceptable to it
with regard to the size, shape, location, improvement and budgetary and maintenance
limitations. A determination of City acceptance shall be made in writing by the Parks &
Facilities Division Manager prior to final approval. Dedications of open space may be
eligible for Systems Development Charge credits, usable only for the proposed
development. If deemed to be not acceptable, the open space shall be in private ownership
as described below;
(2) Private Ownership. By conveying title (including beneficial ownership) to a corporation,
home association or other legal entity, and granting a conservation easement to the City in a
form acceptable by the City. The terms of the conservation easement must include
provisions for the following:
(a) The continued use of such land for the intended purposes;
(b) Continuity of property maintenance;
(c) When appropriate, the availability of funds required for such maintenance;
(d) Adequate insurance protection; and
(e) Recovery for loss sustained by casualty and condemnation or otherwise.
Page 15 of 15 September 20, 2006
Attachment 3
Highlights of Proposed Planned Developments Code Amendment
18.120 Definitions: Add new definitions of "Density bonus", "Landscaping", and three
"Open Space Facility" related definitions- "Minimal Use Facilities", "Passive Use Facilities",
and "Active Use Facilities".
18.350 Planned Developments
Purpose Statement: The statement was completely re-written to emphasize the balancing
of flexible standards with environmental and community benefits.
Approval Process: The proposed changes make a clearer distinction between the three
pieces of the process in the present code: the Concept Plan, the Detailed Development Plan,
and the Overlay Zone. Concurrent applications could be made for the Concept Plan and the
Detailed Development Plan, but the Planning Commission would have to take separate
actions on each step.
1. Concept Plan: The Concept Plan would be a distinct step, with new submission
requirements. The approval of the Concept Plan would require meeting these new criteria:
• Provision of open space
• Protecting natural resource areas
• Integration of development into the existing neighborhood
• Promotion of walkability/ transit
• Identification of the uses and arrangement of the site
• Demonstration that the planned development has significant advantages over
standard development (i.e. protects natural features and provides additional
amenities for the development and/or neighborhood.)
2. Detailed Development Plan: The Detailed Development Plan was made a distinct step
in the process with separate submission requirements. Approval of the Detailed
Development Plan would now require a Type III review, meeting the following approval
criteria:
• General consistency with the Concept Plan.
• Meeting the land division provisions
• Findings to justify the modifications to the following Development Code chapters:
a) 18.360, Site Development Review
b) 18.705, Access, Egress and Circulation
c) 18.715, Density Computation and Limitations (Up to a 10% density bonus is
allowed. A 1% density bonus for each 5% of the gross site area set aside in open
space, and up to 5% for other amenities, including items from the Planning
Commissioner's Toolbox (a supplemental document separate from the
development Code.)
d) 18.745, Landscaping and Screening
e) 18.765, Off-street Parking and Loading Requirements
0 18.780, Signs
g) 18.795, Visual Clearance Areas
h) 18.810, Street and Street Utility Improvements
Additional criteria, including requirements for:
o Relationship to the natural and physical environment
o Buffering, screening and compatibility between adjoining uses
o Privacy and noise
o Exterior elevations-residential use
o Private outdoor area-residential use
o Shared outdoor recreation and open space
o Demarcation of public, semi-public, and private spaces for crime
prevention
o Access and circulation
o Landscaping and open space
o Provisions for public transit (where the site abuts or is 'A mile of a public
transit route)
o Parking
o Drainage (alternate means for stormwater conveyance may be proposed.)
o Floodplain dedication
o Mandatory shared open space requirement (minimum 20% of the gross site
area.) Distinctions are also made between "Minimal Use Facilities",
"Passive Use Facilities", and "Active Use Facilities."
o Open space conveyance
3. Overlay Zone: The Overlay Zone would be applied concurrently with the approval of
the Detailed Development Plan. The zone designation would not expire.
Attachment 4
City of Tigard
DCA 2006-00003
Proposed Planned Developments Code Revisions
September 2006
Explanation of Formatting
These text amendments employ the following formatting:
Str-iketlueug - For text to be deleted
[Bold and Italic] - For text to be added
Chapter 18.120
DEFINITIONS
[SS. "Density bonus" -Additional dwelling units that can be earned as an incentive for
providing undeveloped open space, landscaping, or tree canopy as defined further in this code.[
[87. "Landscaping" -Areas primarily devoted to plantings, trees, shrubs, lawn and other
organic ground cover together with other natural or artificial supplements such as water courses,
ponds, fountains, decorative lighting, benches, bridges, rock or stone arrangements, pathways,
sculptures, trellises and screens.]
[104. Open Space Facility related definitions. Open Space Facilities may be privately or publicly
owned.
a. Minimal Use Facilities. No other improvements (apart from underground utilities and
natural and ecological enhancements) are allowed.
b. Passive Use Facilities. Areas reserved for medium-impact recreation and education uses
related to the functions and values of a natural area that require limited and low impact
site improvement, including soft surface trails, raised walkways, pedestrian bridges,
seating areas, viewing blinds, observation decks informational signage, drinking
fountains, picnic tables, interpretive centers, and other similar facilities.
Accommodations for ADA access shall be provided where site considerations permit.
c. Active Use Facilities. Areas reserved for high-impact recreation that require a greater
degree of site development and/or ground disturbance; such as sports fields, playground
equipment, group picnic shelters, swimming pools, hard and soft surface pathways,
restrooms, and similar facilities.]
[Renumber definitions after #55 according to the above amendments]
Chapter 18.350
Page 1 of 21 September 8, 2006
PLANNED DEVELOPMENTS
Sections:
18.350.016 Purpose
18.350.020 The Process
18.350.030 Administrative Provisions
18.350.040 Noneomplinnees Bond
18.350.050 Applienbility on Commer-eial and industrial Zones
18.350.060 Al'o-wed Uses
18.350.070 Applieabilib, of the Base Zone Development Standards
18.350.080 Exeeptions to Under-lying Dev,elopment Stand
18.350.090 [18.350.0401 Conceptual DeveloPt t Plan Submission Requirements
[18.350.050 Concept Plan Approval Criteria]
[18.350.060 Detailed Development Plan Submission Requirements]
[18.350.070 Detailed Development Plan Approval Criteria]
18.350.100 Approval Criteria
18.350.110 shaFed Open Spnee
18.350.010 Purpose
A. Purpose. The purposes of the planned development overlay zone are:
1 To pr'e~V„'do n mnnv.s r i.r ont:.,rt planned nr.~~:r or.mo"t° tluetigh the nv.plin.,tior of flov . ible
'ITS T C[
standafds, i.e., streets, zero lot lines, nafr-&A,er- result super-ieF living ,
4 To pr-esen,e to the gFeatest extent possible the existing landseape fea4ur-es and amenities
paftieular- site; and
5 T e development thM r s the el tionship bet•` een buildings, their- use,
open 0
fiving nt°
[I. To provide a means for property development that is consistent with Tigard's Comprehensive
Plan through the application of flexible standards which consider and mitigate for the
potential impacts to the City; and]
[2. To provide such added benefits as increased natural areas or open space in the City,
alternative building designs, walkable communities, preservation of significant natural
resources, aesthetic appeal, and other types of assets that contribute to the larger community
in lieu of strict adherence to many of the rules of the Tigard Community Development Code;
and]
[3. To achieve unique neighborhoods (by varying the housing styles through architectural
accents, use of open space, innovative transportation facilities) which will retain their
Page 2 of 21 September 8, 2006
character and city benefits, while respecting the characteristics of existing neighborhoods
through appropriate buffering and lot size transitioning; and]
[4. To preserve to the greatest extent possible the existing landscape features and amenities
(trees, water resources, ravines, etc.) through the use of a planning procedure (site design and
analysis, presentation of alternatives, conceptual review, then detailed review) that can relate
the type and design of a development to a particular site; and]
[5. To consider an amount of development on a site, within the limits of density requirements,
which will balance the interests of the owner, developer, neighbors, and the City; and]
[6. To provide a means to better relate the built environment to the natural environment through
sustainable and innovative building and public facility construction methods and materials.]
18.350.020 The Process
A. Applicable in all zones. The planned development designation is an overlay zone applicable to all
zones. [An applicant may elect to develop the project as a planned development, in compliance
with the requirements of this chapter, or in the case of a commercial or industrial project, an
approval authority may apply the provisions of this chapter as a condition of approving any
application for the development.]
B. Elements of approval process. There are three elements to the planned development approval
process, as follows:
VI1V,
i The appr-eval of the planned develepment ever-lay
2 The appfeval of the planned mv11l-VVIIVVpt plan; f.i11d
[l. The approval of the planned development concept plan; and
2. The approval of the detailed development plan.
3. The approval of the planned development overlay zone.]
C. Decision-making process. ^ new planned development o,. ay zone „ai^r ^ pt plan shall
be pr-eeessed by Fneans of a Type III PC pr-eeedufe, as govemed by Seetien 18.390.050, using
appFeval er-iter-ia eentained in Seetion 18.350.100. The detailed development plan shall be
feview means of a Type 11 pr-Acedur-e ed by 18.390.040, to ensure that it ,
substantially in eemplianee with the appr-oved eaneept development plan. 1H the ease of a*
existing planned development ever-lay zene for- any other- type of appheation, the applieation
shall be reviewed under- the pr-evi ed in the ehapter-s whieh apply to the paftieula.r-
[l. The concept plan shall be processed by means of a Type III-PC procedure, as governed
by Section 18.390.050, using approval criteria contained in Section 18.350.050.1
[2. The detailed development plan shall be reviewed by means of a Type III-PC procedure,
as governed by 18.390.050, to ensure that it is substantially in compliance with the
Page 3 of 21 September 8, 2006
approved concept plan.]
[3. The planned development overlay zone will be applied concurrently with the approval of
. the detailed plan.)
[4. Applicants may choose to submit the concept plan and detailed plan for concurrent
review subject to meeting all of the approval criteria for each approval. All applicants are
advised that the purpose of separating these applications is to provide them clear
direction in developing the detailed plans. Rejection of the concept plan will result in a
corresponding rejection of the detailed development plan and overlay zone.]
[5. In the case of an existing planned development overlay zone, once construction of the
detailed plan has been completed, subsequent applications conforming to the detailed
plan shall be reviewed under the provisions required in the chapter which apply to the
particular land use application.]
16. If the application involves subdivision of land, the applicant may also apply for
preliminary plat approval and the applications shall be heard concurrently with the
detailed plan.)
D. Geneuffent ever-lay zene and eeneeptual plan applieations._ The applieation for- the eveda5, zone
and for- appr-eval of the eeneeptual development plan may be heafd- an
pliea4ian for- eaeh of the actions ; ubfnit4ed
9. Geneufr-ent ever-lay zone and subdivision appligatiens. if the applieatien invelves stibdivisien of
land, the applieant ma), apply fef pr-eliminar-~, plat appfeva! and the applieatiens shall be heafd
eefleur-f .,4
[D. Concurrent Applications for Concept Plan and Detailed Plan. In the case of concurrent
applications for concept plan and detailed development plan, including subdivision applications,
the applicant shall clearly distinguish the concept from the detailed plan. The Planning
Commission shall take separate actions on each element of the Planned Development
application (i.e. the concept approval must precede the detailed development approval); however
each required action may be made at the same hearing.]
18.350.030 Administrative Provisions
[A. Time limit on riling of detailed development plan. The concept plan approval expires after
1-112 years unless an application for detailed development plan and, if applicable, a
preliminary plat approval or request for extension is filed. Action on the detailed development
plan shall be taken by the Planning Commission by means of a Type III-PC procedure, as
governed by Section 18.390.050, using approval criteria in 18.350.070.1
A.[B.J Zoning map designation.-Whefee-a- pianned development ever-lay zone has been appf
[The planned development overlay zone application shall be concurrently approved if the
detailed development plan is approved by the Planning Commission.] The zoning map shall be
amended to indicate the approved planned development designation for the subject development
Page 4 of 21 September 8, 2006
site. The approval of the planned development overlay zone shall not expire.
B. Time limit on filingt7of detailed dtveh)pff!~BA Within 1 1/2 years after- the date 4
Cemmission appr-eval of the eeneeptual development plan, the eA%er- shall prepare and file with
the Difeetef a detailed develepment plan. Aefien on the detailed development plan shall be-
minister-ial and taken by the Dir-eeter- by means of a Type 11 pr-eeedur-e, as governed by Seefien
18.390.040, al "";teFi b1elow:
1 The D:«°"ter- shall ° the detailed ` evelepment plan upon finding that the final plan
eefife~s with the eeneeptual development plan appFeved, or- approved with e0fiditions by
the Commission. The detailed plan shall be " ed unless the n'r°^teF finds:
a. The ehange iner-eases the residential densiti the let eever-age by
,
v. ,
The ehange " l shift in the leeatie of buildings, proposed StFeets,
par-king lot eenfigur-ation, tifility easements, landseaping or ether- site impr-evefRents.
2. A deeisien by the Dir-eeter- may be appealed by the ap,-plieant or- other- affeeted/appr-eved
te the. G' and the G shall deeide whether- the detailed
based en the er-iter-ia set fefth in Subseetion 1 of this seetion. This appeal shall be geveFfled
by pfevisions of Seefien 18.390.040&
C. Extension. The Director shall, upon written request by the applicant and payment of the required
fee, grant an extension of the approval period not to exceed one year provided that:
1. No changes have been made on the original conceptthl development plan as approved by
the Commission;
2. The applicant can show intent of applying for detailed development plan [or preliminary
plat] review within the one year extension period; and
3. There have been no changes to the applicable Comprehensive Plan policies and ordinance
provisions on which the approval was based.
D. Phased development.
1. The Commission shall approve a time schedule for developing a site in phases, but in no case
shall the total time period for all phases be greater than seven years without reapplying for
conceptual development plan review.
2. The criteria for approving a phased detail development plan proposal are that:
a. The public facilities shall be constructed in conjunction with or prior to each phase; and
Page 5 of 21 September 8, 2006
b. The development and occupancy of any phase shall not be dependent on the use of
temporary public facilities. A temporary public facility is any facility not constructed to
the applicable City or district standard.
E. Substantial modifications to concepj t!g plan. [If the Planning Commission finds that the
detailed development plan or preliminary plat does not substantially conform to the concept
plan, a new concept plan shall be required.] [F. Noncompliance. Noncompliance with an approved detailed development plan shall be a
violation of this chapter.]
[G. Issuance of occupancy permits. The development shall be completed in accordance with the
approved detailed development plan including landscaping and recreation areas before any
occupancy permits are issued. However, when the Director determines that immediate
execution of any feature of an approved detailed development plan is impractical due to
climatic conditions, unavailability of materials, or other temporary condition, the Director shall,
as a precondition of the issuance of a required permit, require the posting of a performance
bond or other surety to secure execution of the feature at a time certain not to exceed one year.]
18.350.040 Noneomplianee! Bond
Neneemplianee with an appr-eved detailed development plan shall be a-
of this ehaptef
B. issuanee ef eeeuva..ey vefmits. -The development shall be eempleted in aeeer-danee with th
appfeved detailed development plan ineluding landseaping and r-eer-eation afeas before any
eeeupaney pefmits are issued. 14ewever-, when the Pir-erater- deter-mines that immediate
e~Eeeutien of an), feature ef an appr-eved detailed development plan is impr-aefieal due to elimafie
E6i:cr'rti6ir8, '42r-1mT, or- ether- t2mpAii~y-E9 fi6n,- the Dir-eeter- shall, as -a unavailability of 18.350.050 Applienbility in CommeFeial and industrial Zones
pr-ejeet as a planned 0
eemmefeial of industrial developmentT
18.350.060 Allowed Uses
A. in residential zenes. in all residential zones, an applieant with a planned development appr-
under-lying zone and the density benuspr-evi-sions -e18.350-100-B2. The f ll,,.,.:..,. uses -r-e
Page 6 of 21 September 8, 2006
allowed with planned development appfevA
1 All "11., °`l „t« ght in the tinder-lying zoning distfiet-, uses 2 Single f ""ily detaehe`1 and "ttaehe a residential units-,
3 Duplex residential units;
4 T\ ulti f mily « sidential units-,
,
6 Aee I . ~es and eemmer-eial uses difeetly sening the planned development only and-
the-zene;
7 Commu ity b il.ling;
,
pool,
9 Outdeef reereatien f4eility, golf eoufse, golf dfiving r- iing peel, tennis eewt, er-
similar- use; and
-ivrct+rireacrormi~ crrrcrcstorage -csr°va:
appreval may devele eentain all of the uses pefmit4ed outright in the undeflying
0
zone and, ,
family dwellings in these eemmer-eial zenes that de not list multi family dwellings as aR.
outright t-
G. in industrial zones. in all industrial zones, a planned develepment shall e-el-n-t-ain enly these uses
allowed outright in the under-lying zoning distr-"
18.350.070 Applienbility of the Base Zone Development Standards
€ellows:
i Let dimensional standafds: The fninimum let size, lot depth and let width standaMs shall
net apply emeept as Felated te the density eemputafien under- Chapter- 18.74-5-,
2 Site -eey ;
ciTra~t ~ Y«.,. „ ~ i~
Building l aze}g'h: The building he}¢~}a t pr-oyisiens srrc lsll no 1<,. a a
4. Str-uet„"° setbael. w, a
walls; same as that Fequir-ed by the base zene unless etheFwise pr-evided by Chapter- 18.36-TOU -1-
b. The side yar-d setbaek pr-evisions shall not apply emeept that all detaehed stfuetur-es shall fneet the
Uniform Building Code fequir-ements fer- fife
and
e. Front yar-d and r-ear- yafd setbaek r-equir-ements in the base zene setbaek shall not apply to
(1) A fniniffitifn ffent yar-d setbaek ef 20 feet is required for- any gar-age stfuetur-e whieh epens
f lg a stfeet.
(c.) ri auiiauia uaarravuc ;uru setbaek of eight feet is ° gar-age opening fer- an
attaehed single fafflily dwelling faeing a private stfeet as long as the r-equir-ed eff street,
B. Othef
'ens eerie-base zene. Anef-pfe~ efrs-e€the-base -
zene shall apply exeep
Page 7 of 21 September 8, 2006
difie a by this ehapter
18.350.080 Exeeptions to Under-lying Development Stand
par-king dimensional and minimum numbef of spaee r-equir-ements in the appheable zene bas
on findings that:
o
1 The o..ien of e ter- than 10 p ent of the r red „,,,.1 inn; and
> ;
3 The ' . . i4tinity for- sharing par-king and there is ~wiaen evidenee that the pr-epefty
4 Publie tr-anspef4atien is available to the site, fedoeing the standards and will net adver-sely
B. Exee tions to sign . o ;tS. The Commission eepfien to the sign
dimensienal r-equir-ements in the appheable zone based en findings th
1 The o..ien et rt eater than 10 p ent of the r r-ed applieable ` ifnen°;""°1
sku3dafd-€e} signs;
2 Theo eptien ; , for- a equate i` ent;fieation e f the use on the pr-epeFty; and-
3 The sign „ll be e p tible with the evefall site plan the stmetur-al ; o ent° and with
the stFuetur-es and uses on adjeining pr-epeF4ies.
landseape requirements of this title upen a finding that the ever-all landseape plan provides fe
0
18.350.090 [ 18.350.0401 Conceptual Developmen Plan Submission Requirements
A. General submission requirements. The applicant shall submit an application containing all of
the general information required for a Type IIIR [-PC/ procedure, as governed by Section
18.390.050 [and the additional information required by 18.350.040.B.] In addition, the
applicant shall submit the following:
1. A statement of planning objectives to be achieved by the planned development through the
particular approach proposed by the applicant. This statement should include:
[a.] A description of the character of the proposed development and the rationale behind
the assumptions and choices made by the applicant.
[b. An explanation of the architectural style, and what innovative site planning principles are
utilized including any innovations in building techniques that will be employed .1
[c. An explanation of how the proposal relates to the purposes of the Planned Development
Chapter as expressed in 18.350.010.1
[d. An explanation of how the proposal utilized the Planning Commissioner's Toolbox .1
Page 8 of 21 September 8, 2006
2. A [general] development schedule indicating the approximate dates when construction of the
planned development and its various phases are expected to be initiated and completed.
3. A statement of the applicant's intentions with regard to the future selling or leasing of all or
portions of the planned development. [In the case where a residential subdivision is
proposed, the statement shall include the applicant's intentions whether the applicant will
build the homes, or sell the lots to other builders.]
B. Additional information. In addition to the general information described in Subsection A above,
the conceptual developmen plan, data, and narrative shall include the following information,
the detailed content of which can be obtained from the Director:
1. Existing site conditions;
2. A site concept [including the types of proposed land uses and structures, including
housing types, and their general arrangement on the site] ;
3. A grading concept;
4. A landscape concept [indicating a percentage range for the amount of proposed open
space and landscaping, and general location and types of proposed open space(s);
[S. Parking concept,]
-5. [6.] A sign concept; and
[7. A streets and utility concept; and]
[8. Structure Setback and Development Standards concept, including the proposed residential
density target if applicable.]
[C. Allowable Usesl
1. In residential zones. In all residential zones, an applicant with a planned development
approval may develop the site to contain a mixture of uses subject to the density
provisions of the underlying zone and the density bonus provisions of 18.350.070.A.3.c.
The following uses are allowed with planned development approval:
a. All uses allowed outright in the underlying zoning district;
b. Single-family detached and attached residential units;
c. Duplex residential units;
d. Multi-family residential units;
e. Manufactured homes;
Page 9 of 21 September 8, 2006
f. Accessory services and commercial uses directly serving the planned development only and
which are customary or associated with, but clearly incidental to, the residential uses
permitted in the zone [such as personal services, preschool or daycare, and retail uses less
than 5,000 square feet in sum total],
g. Community building;
h. Indoor recreation facility; athletic club, fitness center, racquetball court, swimming
pool, tennis court or similar use;
i. Outdoor recreation facility, golf course, golf driving range, swimming pool, tennis
court, or similar use; and
j. Recreational vehicle storage area.
2. In commercial zones. In all commercial zones, an applicant with a planned development
approval may develop the site to contain all of the uses permitted outright in the underlying
zone and, in addition, a maximum of 25% of the total gross floor area may be used for multi-
family dwellings in those commercial zones that do not list multi-family dwellings as an
outright use.
3. In industrial zones. In all industrial zones, a planned development shall contain only those uses
allowed outright in the underlying zoning district.
[18.350.050 Concept Plan Approval Criteria]
[A. The concept plan may be approved by the Commission only if all of the following criteria are met:
1. The concept plan includes specific designations on the concept map for areas of open space, and
describes their intended level of use, how they relate to other proposed uses on the site, and how
they protect natural features of the site.
2. The concept plan identifies areas of significant natural resources, if any, and identifies methods
for their maximized protection, preservation, and/or management.
3. The concept plan identifies how the future development will integrate into the existing
neighborhood, either through compatible street layout, architectural style, housing type, or by
providing a transition between the existing neighborhood and the project with compatible
development or open space buffers.
4. The concept plan identifies methods for promoting walkability or transit ridership, such methods
may include separated parking bays, off street walking paths, shorter pedestrian routes than
vehicular routes, linkages to or other provisions for bus stops, etc.
5. The concept plan identifies the proposed uses, and their general arrangement on site. In the case
of projects that include a residential component, housing type, unit density, or generalized lot sizes
shall be shown in relation to their proposed location on site.
6. The concept plan must demonstrate that development of the property pursuant to the plan results
in development that has significant advantages over a standard development. A concept plan has
a significant advantage if it provides development consistent with the general purpose of the zone
Page 10 of 21 September 8, 2006
in which it is located at overall densities consistent with the zone, while protecting natural features
or providing additional amenities or features not otherwise available that enhance the
development project or the neighborhood.]
[18.350.060 Detailed Development Plan Submission Requirements]
[A. General submission requirements. The applicant shall submit an application containing all of the
general information required for a Type III-PC procedure, as governed by Section 18.390.050, the
additional information required by 18.350.040.8 and the approval criteria under 13.350.070.1
/B. Additional Information. In addition to the general information described in Subsection A above, the
detailed development plan, data, and narrative shall include the following information:
1. Contour intervals of 2 to 5 ft, depending on slope gradients, and spot elevations at breaks in
grade, along drainage channels or swales, and at selected points, as needed.
2. A specific development schedule indicating the approximate dates of construction activity,
including demolition, tree protection installation, tree removal, ground breaking, grading, public
improvements, and building construction for each phase.
3. A copy of all existing and/or proposed restrictions or covenants.
4. Moderate to High Density Development Analysis. If proposing development in an area within a
Metro designated town or regional center, the following additional information may be required.
a. Air movement: Prevailing breezes characteristic of a region may be greatly modified by
urban high-rise structures. Predominant air movement patterns in a city may be along
roadways and between buildings. The placement, shape, and height of existing buildings
can create air turbulence caused by micro air movement patterns. These patterns may
influence the location of building elements such as outdoor areas and balconies. Also a
building's design and placement can mitigate or increase local wind turbulence.
b. Sun and shadow patterns: The sun and shadow patterns of existing structures should be
studied to determine how they would affect the proposed building. This is particularly
important for outdoor terraces and balconies where sunlight may be desirable. Sun and
shadow patterns also should be considered as sources of internal heat gain or loss.
Building orientation, window sizes and shading devices can modify internal heat gain or
loss. Studies should include daily and seasonal patterns and the shadows the proposed
building would cast on existing buildings and open spaces.
c. Reflections: Reflections from adjacent structures such as glass-clad buildings may be a
problem. The development should be designed to compensate for such glare or if possible,
oriented away from it.]
[C. Compliance with specific development standards. The Detailed Development Plan shall show
compliance with base zone provisions, with the following modifications:
Page 11 of 21 September 8, 2006
1. Lot dimensional standards: The minimum lot depth and lot width standards shall not apply.
There shall be no minimum lot size except that lots on the perimeter of the project shall not be
less than 80% of the minimum size required in the base zone.
2. Site coverage: The maximum site coverage is 80%, except in the IP zone where the maximum
site coverage shall be 75%. Site coverage includes all buildings and impervious surfaces such
as streets and sidewalks;
3. Building height: In residential zones, any increase in the building height above the maximum
in the base zone will require that the structure be setback from the perimeter of the site a
distance of at least 1-112 times the height of the building.
4. Structure setback provisions:
a. Setbacks for structures on the perimeter of the project shall be the same as that required
by the base zone unless otherwise provided by Chapter 18.360;
b. The setback provisions for all setbacks on the interior of the project shall not apply except that.
(1) All structures shall meet the Uniform Building and Fire Code requirements;
(2) A minimum front yard setback of 20 feet is required for any garage structure
which opens facing a street. This setback may be reduced for rear or side loaded
garages, if specified on the detailed plan and proper clearances for backing
movements are accounted for.
(3) A minimum front yard setback of eight feet is required for any garage opening for.
an attached single-family dwelling facing a private street as long as the required
off-street parking spaces are provided. This setback may be reduced for rear or side
loaded garages, if specified on the detailed plan and proper clearances for backing
movements are accounted for.
c. If seeking to modify the base zone setbacks, the applicant shall specify the proposed setbacks,
either on a lot by lot, or project wide basis. The commission may require site specific building
envelopes.
5. Other provisions of the base zone. All other provisions of the base zone shall apply except as
modified by this chapter.)
8.2z vz00 [18.350.070 Detailed Development Plan] Approval Criteria
[A. Detailed Development Plan Approval Criteria. A detailed development plan may be approved only
if all the following criteria are met:
1. The detailed plan is generally consistent with the concept plan. Minor changes from the concept
plan do not make the detailed plan inconsistent with the concept plan unless:
a. The change increases the residential densities, increases the lot coverage by buildings or
Page 12 of 21 September 8, 2006
reduces the amount of parking;
b. The change reduces the amount of open space and landscaping,
c. The change involves a change in use;
d. The change commits land to development which is environmentally sensitive or subject to a
potential hazard, and
e. The change involves a major shift in the location of buildings, proposed streets, parking lots,
landscaping or other site improvements.)
A. Relatienship to site developmeat r-eview. Th ef Chapter- 18.360, Site Develepment
Review, aie not applieable to Planned Development Reviews. The detailed develepment plan
. . ntended to address the same type of issues as the Site Development Review-.
B. Speeifie plamed develepment appfeval er-itefia. The Commission shall make findings that
The Gemmission shall make findings that the efiter-ia are not satisfied W-hen denying an
-4 [2.] All the provisions of the land division provisions, Chapters 1-8.410 18.420 [Partitions] and
18.430 [Subdivisions], shall be met [if applicable];
-2. [3.] Except as noted, the provisions of the following chapters shall be utilized as guidelines. A
planned development need not meet these requirements where a development plan provides
alternative designs and methods, if acceptable to the Commission, that promote the purpose
of this [chapter] seeder. In each case, the applicant must provide findings to justify the
modification of the standards in the chapters listed in Subseetie below. [The applicant
shall respond to all the applicable criteria of each chapter as part of these findings and
clearly identify where their proposal is seeking a modification to the strict application of
the standards. For those chapters not specifically exempted, the applicant bears the burden
of fully complying with those standards, unless a variance or adjustment has been
requested.]
The developer- may-eheese teprevide-ef the-ee i-ssion may-requir-e additional open sp
amenities, dedieation and/of provision of additional landseaping of o planting.
[a. Chapter 18.360, Site Development Review. The provisions of Chapter 18.360, Site
Development Review, are not applicable to Planned Development Reviews. The
detailed development plan review is intended to address the same type of issues as
the Site Development Review.]
[b. Chapter 18.705, Access, Egress and Circulation. The Commission may grant an
exception to the access standards, upon a demonstration by a professional
engineer that the resulting access will not be detrimental to the public safety
considering emergency vehicle needs, and provisions are provided for all modes of
transportation using the site (vehicles, bicycles, pedestrians, and transit).]
Page 13 of 21 September 8, 2006
[c.] Chapter 18.715, Density Computation and Limitations. Unless authorized below,
density shall be governed by the density established in the underlying zoning
district, [using the minimum lot size established for that district. Where a project
site encompasses more than one underlying zoning district, density shall be
aggregated for each district, and may be allocated anywhere within the project
site, as deemed appropriate by the commission.]
The Commission may further authorize a density bonus not to exceed 10% as an
incentive to increase or enhance open space, architectural character and/
or site variation incorporated into the development. These factors must make a
substantial contribution to objectives of the planned development. The degree of
distinctiveness and the desirability of variation achieved shall govern the amount of
density increase which the Commission may approve according to the following:
(1) [A 1% bonus for each 5% of the gross site area set aside in open space, up to a
maximum of S%,J A maximum of 20' is allowed for the provision of [active use
recreational open space] undeveloped eemmen , exclusive of areas
contained in floodplain, [steep] slopes greater- thm , drainageways, or
wetlands that would otherwise be precluded from development;
(2) [Up to a maximum of 5% is allowed for the development of pedestrian amenities,
streetscape development, recreation areas, plazas, or other items from the
"Planning Commission's Toolbox. "J
(2' n maximum ef'0,o is a-llewed fe dse-ap' ;
open spaees, plazas and pedestrian pathways and felated amenities; feer-eatien area-
(3) A maximufn ef 3-0,4 is allowed fef er-eatien ef visual feeal points; use of existin
(4) A maxiffitim of 21% .,l:ty of . rhiteetur-al quality and style; hafmonie ,s , „f
fnatefials; innevative building o6entatieft of building grouping; and/or- var-ied usee
of housing types.
[d.J Chapter 18.745, Landscaping and Screening. [The Commission may grant an
exception to the landscape requirements of this title upon a finding that the overall
landscape plan was prepared by a licensed landscape architect, provides for 20% of
the net site area to be professionally landscaped, and meets the intent of the specific
standard being modified.]
[e.1 Chapter 18.765, Off-street Parking and Loading Requirements. [The Commission may
grant an exception to the off-street parking dimensional and minimum number of
space requirements in the applicable zone if :
(1) The minimum number of parking spaces is not reduced by more than 10
percent of the required parking; and
Page 14 of 21 September 8, 2006
(2) The application is for a use designed for a specific purpose which is
intended to be permanent in nature, e.g., a nursing home, and which has
a low demand for off-street parking; or
(3) There is an opportunityfor sharing parking and there is written evidence
that the property owners are willing to enter into a legal agreement; or
(4) Public transportation is available to the site, and reducing the standards
will not adversely affect adjoining uses; or
(S) There is a community interest in the preservation of particular natural
features of the site which make it in the public interest to grant an
exception to parking standards.)
[f.J Chapter 18.780, Signs. [The Commission may grant an exception to the sign
dimensional requirements in the applicable zone if.•
(1) The sign is not increased by more than 10 percent of the required
applicable dimensional standard for signs; and
(2) The exception is necessary for adequate identification of the use on the
property; and
(3) The sign will be compatible with the overall site plan, the structural
improvements and with the structures and uses on adjoining properties.]
[g.J Chapter 18.795, Visual Clearance Areas. [The Commission may grant an exception
to the visual clearance requirements, when adequate sight distance is or can be
met,]
[ h.J Chapter 18.810, Street and Utility Improvements, Sections 18.810.040, Blocks; and
18.810.060, Lots. Deviations from street standards shall be made on a limited
basis, and nothing in this section shall obligate the City Engineer to grant an
exception. The Commission has the authority to reject an exception request. The
Commission can only grant an exception to street sanctions if it is sanctioned by
the City Engineer. The City Engineer may determine that certain exceptions to
the street and utility standards are permissible when it can be shown that:
(1) Public safety will not be compromised; and
(2) In the case of public streets, maintenance costs will not be greater than with
a conforming design; and
(3) The design will improve stormwater conveyance either by reducing the rate
or amount of runoff from present standards or increasing the amount of
pollutant treatment.]
b. Chapter- 18.730, Exeeptions to Development Standafds-,
Page 15 of 21 September 8, 2006
Chaptef 18.795, Visual leafanee A fea&,
c
d. Chapter- 18.745, Landseaping and Ser-e
765, Off street Parking and Leading Requife ffie ts;
e. Chaptef ,
f ri.apte.. 18.705, n eeess Egfess and G:feulatie, ; and
Signs.
g. Chapter- 18.780, [4.1 In addition, the following criteria shall be met:
a. Relationship to the natural and physical environment:
(1) The streets, buildings and other site elements shall be designed and located to preserve
the existing trees, topography and natural drainage to the greatest degree possible. [The
commission may require the applicant to provide an alternate site plan to demonstrate
compliance with this criterion; J
(2) Structures located on the site shall not be in areas subject to ground slumping and sliding [as
demonstrated by the inclusion of a specific geotechnical evaluation;]
(3) Ther-e shall be adequate distanee between on site buildings and ether- on site and off sit-e
buildings on adjeining pr-epei4ies to pfevide for- adeqttme light and air- eir-oulation and
fire pr-eteetion--,
(4) [(3) Using the basic site analysis information from the concept plan submittal,J the
structures shall be oriented with consideration for the sun and wind directions, where
possible; and
(5 Trees -Presen,ed-to the extent peas
Removal.
requirements of Chaptef 18.790, Tree b. Buffering, screening and compatibility between adjoining uses:
(1) Buffering shall be provided between different types of land uses, e.g., between
single-family and multi-family residential, and residential and commercial uses;
(2) In addition to the requirements of the buffer matrix (Table 18.745.1), [the
requirements of the buffer may be reduced if a landscape plan prepared by a
registered Landscape Architect is submitted that attains the same level of buffering
and screening with alternate materials or methods.] The following factors shall be
considered in determining the adequacy and extent of the buffer required under
Chapter 18.745:
(a) The purpose of the buffer, for example to decrease noise levels, absorb air
pollution, filter dust, or to provide a visual barrier;
(b) The size of the buffer needs in terms of width and height to achieve the purpose;
(c) The direction(s) from which buffering is needed;
(d) The required density of the buffering; and
(e) Whether the viewer is stationary or mobile.
(3) On-site screening from view from adjoining properties of such activities as service areas,
storage areas, parking lots and mechanical devices on roof tops shall be provided and the
following factors shall be considered in determining the adequacy of the type and extent
of the screening:
(a) What needs to be screened;
Page 16 of 21 September 8, 2006
(b) The direction from which it is needed; and
(c) Whether the screening needs to be year- round.
C. Privacy and noise: Non-residential structures which abut existing residential dwellings
shall be located on the site or be designed in a manner, to the maximum degree possible,
to protect the private areas on the adjoining properties from view and noise;
[d. Exterior elevations - single-family attached and multiple family structures: Along the
vertical face of single-family attached and multiple family structures, offsets shall occur
at a minimum of every 30 feet by providing any two of the following:
(1) Recesses, e.g., decks, patios, entrances, floor area, of a minimum depth of eight
feet,
(2) Extensions, e.g., decks, patios, entrances, floor area, of a minimum depth of eight
feet, a maximum length of an overhang shall be 25 feet; and
(3) Offsets or breaks in roof elevations of three or more feet in height.]
d. [e.] Private outdoor area [residential] multi family use:
(1) i., addition to the eats of su par-agr°h3', [Exclusive of any other required
open space facility,] each ground-level residential dwelling unit shall have an
outdoor private area (patio, terrace, [or] porch) of not less than 48 square feet [with a
minimum width dimension of four feet;]
(2) Wherever possible, private outdoor open spaces should be oriented toward the sun;
and
(3) Private outdoor spaces shall be screened or designed to provide privacy for the use of
the space.
e. [f.] Shared outdoor recreation areas - [residential] multi ftHnily use:
(1) in adds en to subp ragr-ap s r" and (3) of this seetief [Exclusive of any other
required open space facilities,] each nipledwe4ing- [residential] development
shall incorporate shared usable outdoor recreation areas within the development
plan as follows:
(a) Studio units up to and including two bedroom units, 200 square feet per unit; and
(b) Three or more bedroom units, 300 square feet per unit.
(2) Shared outdoor recreation space shall be readily observable from adjacent units for
reasons of crime prevention and safety;
(3) The required recreation space may be provided as follows:
( it may be all oRtdeef space;-err
(b) it may be paFt eutde indeer- spaee; fef example, an outdoor- tennis
(e) Whefe baleenies are added te units, the baleonies shall not be 1 ss fl e feet.
[(a) Additional outdoor passive use open space facilities;
Page 17 of 21 September 8, 2006
(b) Additional outdoor active use open space facilities;
(c) Indoor recreation center, or
(d) A combination of the above.]
[g. Demarcation of public, semi-public and private spaces for crime prevention:
(1) The structures and site improvements shall be designed so that public areas such
as streets or public gathering places, semi-public areas and private outdoor areas
are clearly defined to establish persons having a right to be in the space, to provide
for crime prevention and to establish maintenance responsibility; and
(2) These areas may be defined by, but not limited to:
(a) A deck, patio, low wall, hedge, or draping vine;
(b) A trellis or arbor,
(c) A change in elevation or grade;
(d) A change in the texture of the path material,
(e) Sign; or
(f) Landscaping.]
[h.J Access and circulation:
(1) The number of [required] allowed access points for a development shall be provided
in Chapter 18.705;
(2) All circulation patterns within a development must be designed to accommodate
emergency [and service) vehicles; and
(3) Provisions shall be made for pedestrian and bicycle ways [abutting and through a
site] if such facilities are shown on an adopted plan [or terminate at the boundaries
of the project site.)
g. [i.] Landscaping and open space:
(1) Residential Development: In addition to the [buffering and screening requirements of
paragraph b of this subsection, and any minimal use open space facilities,J
r-equifements of subp r-agf phs (4) and (5) of seeti n ° of *kiJb°e*iefl, a minimum of
20 percent of the site shall be landscaped. [This may be accomplished in improved open
space tracts, or with landscaping on individual lots provided the developer includes a
landscape plan, prepared or approved by a licensed landscape architect, and suretyfor
such landscape installation,]
(C2) Gemmer-eial Development: A fn of 15 pe nt of the site shall We
escaped;-and
(3) industfial Pevelepment~ A minimum ef 15 pefeent of the site shall be landseaped-,
h-. #.J Public transit:
(1) Provisions for public transit may be required where the site abuts for is within a Y4
mile ofJ a public transit route. The required facilities shall be based on:
(a) The location of other transit facilities in the area; and
(b) The size and type of the proposed development.
Page 18 of 21 September 8, 2006
(2) The required facilities [may include but are not necessarily limited to] shall be limit
to such facilities as:
(a) A waiting shelter;
(b) A turn-out area for loading and unloading; and
(c) Hard surface paths connecting the development to the waiting area.
[(3) If provision of such public transit facilities on or near the site is not feasible, the
developer may contribute to a fund for public transit improvements provided the
Commission establishes a direct relationship and rough proportionality between the
impact of the development and the requirement.]
c•
(1) in „aa:tien to the p e fChapter- 18.780, Signs.
(a) beemivn efall signs prepesed-€6r- the development site; (b) The signs shall net "1".° yehiel° ` rive" 's sight ` istann°•
v
j- [k.] Parking:
(1) All parking and loading areas shall be generally laid out in accordance with the
requirements set forth in Chapter Chapter 18.765;
(2) Up to 50% of required off-street parking spaces for single-family attached dwellings
may be provided on one or more common parking lots within the planned
development as long as each single-family lot contains one off-street parking space.
1F fl./Drainage: All drainage provisions shall be generally laid out in accordance with the
requirements set forth in Chapter [18.810.118.775,
[An applicant may propose an alternate means for stormwater conveyance on
the basis that a reduction of stormwater runoff or an increase in the level of treatment will
result from the use of such means as green streets, porous concrete, or eco roofs.]
1- [m.JFloodplain dedication: Where landfill and/or development is allowed within or adjacent
to the 100-year floodplain, the City shall require consideration of the dedication of
sufficient open land area for a greenway adjoining and within the floodplain. This area
shall include portions of a suitable elevation for the construction of a pedestrian/bicycle
pathway with the floodplain in accordance with the adopted pedestrian bicycle pathway
plan.
[n.J 18.350.110 Shared Open Space [Facilities: The detailed development plan shall
designate a minimum of 20% of the gross site area as a shared open space facility.
The open space facility may be comprised of any combination of the following:
(1) Minimal Use Facilities. Up to 75% of the open space requirement may be satisfied
by reserving areas for minimal use. Typically these areas are designated around
sensitive lands (steep slopes, wetlands, streams, or 100 year floodplain).
(2) Passive Use Facilities. Up to 100% of the open space requirement may be satisfied
by providing a detailed development plan for improvements (including landscaping,
irrigation, pathway and other structural improvements) for passive recreational use.
Page 19 of 21 September 8, 2006
(3) Active Use Facilities. Up to 100% of the open space requirement may be satisfied by
providing a detailed development plan for improvements (including landscaping,
irrigation, pathway and other structural improvements) for active recreational use.
(4) The open space area shall be shown on the final plan and recorded on the final plat
or covenants.]
[o. Open Space Conveyance. Where a proposed park, playground or other public use shown in a
plan adopted by the City is located in whole or in part in a subdivision, the Commission may
require the dedication or reservation of such area within the subdivision, provided that the
reservation or dedication is roughly proportional to the impact of the subdivision on the park
system.
Where considered desirable by the Commission in accordance with adopted comprehensive
plan policies, and where a development plan of the City does not indicate proposed public use
areas, the Commission may require the dedication or reservation of areas within the
subdivision or sites of a character, extent and location suitable for the development of parks
or other public use, provided that the reservation or dedication is roughly proportional to the
impact of the subdivision on the park system. The open space shall be conveyed in
accordance with one of the following methods.]
A. Requirements for- shafed even ~pgp~ Wher-e the epen spaee is designated on the plan as
i The epen spaee area shall be 1,.. on the fin l plan and ' r-ded with the Dir-eetef; and
2 The Xhall be . ed efdanee with ene of the following fnet , a~•
a-. [(1) Public Ownership.] By dedie do to the City., ubliely „ ed and maintained a
epees Open space proposed for dedication to the City must be acceptable to it
with regard to the size, shape, location, improvement and budgetary and
maintenance limitations [A determination of City acceptance shall be made in
writing by the Parks & Facilities Division Manager prior to final approval.
Dedications of open space may be eligible for Systems Development Charge
credits, usable only for the proposed development. If deemed to be not acceptable,
the open space shall be in private ownership as described below;]
-b- [(2) Private Ownership.] By leasing or- conveying title (including beneficial ownership)
to a corporation, home association or other legal entity,[and granting a conservation
easement to the City in a form acceptable by the City. The terms of the
conservation easement must include provisions for the following:]
with the City Fetaining the develepment rights to the pr-opei4Y. The terms of sue.h.
(a) The continued use of such land for the intended purposes;
(2) (b)Continuity of property maintenance;
(3) (c) When appropriate, the availability of funds required for such maintenance;
(4) (d) Adequate insurance protection; and
Page 20 of 21 September 8, 2006
(4) (e) Recovery for loss sustained by casualty and condemnation or otherwise.
Subseetion 2 above of thisJVV33 V33.
Page 21 of 21 September 8, 2006
Attachment 5
Agenda Item: 2
Hearing Date: September 18, 2006 Time: 7:00 Pr
STAFF REPORT TO THE
PLANNING COMMISSION
FOR THE CITY OF TIGARD, OREGON
SECTION I. APPLICATION SUMMARY
FILE NAME: DEVELOPMENT CODE AMENDMENT TO THE PLANNED
DEVELOPMENTS CHAPTER (18.350) AND DEFINITIONS CHAPTER
1( 8.120)
FILE NO.: Development Code Amendment (DCA) DCA2006-00003
PROPOSAL: The City is requesting approval of a Development Code Amendment to amend the
Planned Developments Chapter (18.350) and the Definitions Chapter (18.120) of
the Tigard Community Development Code. The proposed amendments would add
a new purpose statement, approval process, approval criteria and other revisions to
Chapter 18.350. Related definitions of "density bonus," "landscaping," and "open
space facilities" would be added to Chapter 18.120.
APPLICANT: City of Tigard OWNER: N/A
13125 SW Hall Boulevard
Tigard, OR 97223
LOCATION: City wide
COMP PLAN/
ZONING
DESIGNATION: City wide.
APPLICABLE
REVIEW
CRITERIA: Community Development Code Chapters 18.120.030, 18.350, 18.380.020,
18.390.06; Comprehensive Plan Policies 1, 2, 3 and 6; and Statewide Planning
Goals 1 and 2.
SECTION II. STAFF RECOMMENDATION
Staff recommends that the Planning Commission recommend approval to the Tigard City Council to
amend the Planned Developments Chapter (18.350) and Definitions Chapter (18.120) of the Tigard
Community Development Code as determined through the public hearing process.
STAFF REPORT TO THE PLXNNLtiG CONEMISSION 9-18-2006 PUBLIC HEARING
DCA 2006-00003/ PLANNED DEVELOPMENTS CHAPTER PAGE 1 OF 7
DEVELOPMENT CODE AMENDMENT
SECTION III. BACKGROUND INFORMATION
The Planned Developments Chapter of the Tigard Development Code is intended to grant flexibility to
the underlying development code standards, in order to encourage innovative design and development,
particularly for parcels that are physically constrained.
Three years ago, some Tigard citizens raised concerns about the density, appearance, and lack of open
space in certain developments that were approved under the provisions of the Planned Developments
chapter. On January 27, 2004, the City Council passed a resolution to form a citizen committee to review
and possibly recommend changes to the Planned Developments chapter. The Committee members
represented a broad spectrum of views on the issue. The Planned Developments Code Review Committee
held meetings over several months. They reviewed the code and made a recommendation to substantially
reorganize and rewrite the chapter.
In April 2006, the Committee presented its draft changes to both the City Council and Planning
Commission. Both of these bodies made suggestions for further refinement. The committee met two
additional times to refine the draft The proposed code amendment was drafted with input from the
Committee, the City Council, the City Attorney, the Planning Commission and staff.
SECTION IV. APPLICABLE CRITERIA AND FINDINGS
Chapter 18.380 states that legislative text amendments shall be undertaken by means of a Type IV
procedure,.as governed by Section 18390.060.G.
Chapter 18390.060.G states that the recommendation by the Commission and the decision by the
Council shall be based on consideration of the following factors:
THE STATEWIDE PLANNING GOALS AND GUIDELINES ADOPTED UNDER
OREGON REVISED STATUTES CHAPTER 197;
Notice was provided to DLCD 45 days prior to the first scheduled public hearing as required. In addition,
the Tigard Development Code and Comprehensive Plan have been acknowledged by DLCD. The
following Statewide Planning Goals are applicable to this proposal:
Statewide Planning Goal I - Citizen Involvement:
This goal outlines the citizen involvement requirement for adoption of Comprehensive Plans and for
changes to the Comprehensive Plan and implementing documents. This goal was met by the City
Council's appointment of a committee of citizens, who reviewed the Development Code and
recommended changes.
This goal has also been met by complying with the Tigard Development Code notice requirements set
forth in Chapter 18.390. Notice has been published in the Tigard Times newspaper prior to the public
hearing. Two Public Hearings are being held (one before the Planning Commission and the second before
the City Council) in which public input is welcome.
Notice was also sent to the owners of 53 properties that currently have Planned Development Overlay
designations and appear on the 2005 Tigard Buildable Land Inventory. The proposed changes were also
sent to other interested parties, including the Home Builders Association and several local land use
consultants.
STAFF REPORT TO THE PL-\NNING COMMISSION 9-18-2006 PUBLIC HEARING
DCA 2006-00003/ PI_NNNED DEVELOPNfENTS CK-UPTER PAGE 2 OF 7
DEVELOPMENT CODE AMENDMENT
Statewide Planning Goal 2 - Land Use Planning:
This goal outlines the land use planning process and policy framework. The Comprehensive Plan was
acknowledged by DLCD as being consistent with the statewide planning goals. The Development Code
implements the Comprehensive Plan. The Development Code establishes a process for and policies to
review changes to the Development Code consistent with Goal 2. The City's plan provides analysis and
policies with which to evaluate a request for amending the Code consistent with Goal 2.
APPLICABLE METRO REGULATIONS:
There are no applicable Metro regulations that this amendment directly impacts.
APPLICABLE COMPREHENSIVE PLAN POLICIES:
Comprehensive Plan Policy 1.1.1: General Policies
This policy states that all future legislative changes shall be consistent with the Statewide Planning Goals
and the Regional Plan adopted by Metro. As indicated above under the individual Statewide and Regional
Plan goals applicable to this proposed amendment, the amendment is consistent with the Statewide Goals
and the Regional Plan.
Comprehensive Plan Policies 2.L1, 2.1.2, and 2.L3.: Citizen Involvement
These policies state that the City shall maintain an ongoing citizen involvement program, provide
opportunities for citizen involvement appropriate to the scale of the planning effort and that information
on land use planning issues shall be available in understandable form for all interested citizens.
This goal has been met by complying with the Tigard Development Code notice requirements set forth in
Chapter 18.390. Notice of the Planning Commission public hearing was published in the Tigard Times on
August 31, 2006. Notice will be published again prior to the City Council public hearing. Notice was also
sent to the owners of 53 properties that currently have Planned Development Overlay designations and
appear on the 2005 Tigard Buildable Land Inventory, and to other interested parties for comment. The
written notices invited public input and included the phone number of a contact person to answer any
questions. The notice also included the web address where the entire draft of the text changes could be
viewed.
This policy is also satisfied by the City Council's appointment of a citizen committee who reviewed the
Development Code and recommended changes.
Comprehensive Plan Policy 3: Natural Features and Open Space
This policy addresses a broad range of topics all having to do with the natural resources located in Tigard.
The use of Planned Developments is suggested as a way to limit impacts on wetlands (3.2.4) and
designated tree or timbered areas (3.4.2).
This policy is satisfied because the proposed changes strengthen protection for natural resources. A new
approval criterion would require identification of areas of significant natural resources on the concept plan
and methods for their maximized protection, preservation, and/or management.
Comprehensive Plan Policy 6: Housing
This policy addresses housing in Tigard. The Planned Development process is listed as a way to allow
properties exhibiting physical constraint characteristics, e.g., steep slopes or floodplains, to develop u ith
density transfers allowable on the site (6.1.1).
STAFF REPORT TO THE PLANNING CON- 04ISSION 9-18-2006 PUBLIC HEARING
DCA 2006-00003/ PLANNED DEVELOPMENTS CHAPTER PAGE 3 OF 7
DEVELOPMENT CODE AMENDiENT
This polity- is satisfied as the proposed amendment will preserve the flexibility of the Planned
Development process to develop properties will physical constraints.
APPLICABLE PROVISIONS OF THE CITY'S IMPLEMENTING ORDINANCES.
Tigard Development Code Chapter 18.120: Definitions
This chapter contains the meaning of specific words and terms used in the Development Code. The
proposed changes to the sections of the Planned Developments chapter include a number of terms that
need to be specifically defined. The terms are "Density bonus," "Landscaping," and three "Open Space
Facility" related definitions- "Minimal Use Facilities," "Passive Use Facilities," and "Active Use Facilities."
Tigard Development Code Chapter 18.350: Planned Developments
This chapter establishes procedures and criteria for establishing Planned Development Overlay Zones,
which allow for flexible standards and other innovative planning practices, when developing property.
The proposed amendment would substantially reorganize and rewrite this chapter, and make a clear
distinction between the Concept Plan and Detailed Development Plan sections of the approval process.
The new organization of the chapter would start with an expanded new purpose statement, followed by
an outline of the process, miscellaneous administrative provisions, the Concept Plan submission
requirements, Concept Plan approval criteria, Detailed Development Plan submission requirements, and
Detailed Development Plan approval criteria.
The proposed purpose statement is more comprehensive than the present code language. Environmental
considerations would be made more central to the purpose of the chapter. The new language states the
purpose of Planned Developments is:
• To provide a means for property development that is consistent with Tigard's Comprehensive
Plan through the application of flexible standards which consider and mitigate for the potential
impacts to the City;
• To provide such added benefits as increased natural areas or open space in the City, alternative
building designs, walkable communities, preservation of significant natural resources, aesthetic
appeal, and other types of assets that contribute to the larger community in lieu of strict adherence
to many of the rules of the Tigard Community Development Code;
• To achieve unique neighborhoods which will retain their character and city benefits, while
respecting the characteristics of existing neighborhoods through appropriate buffering and lot size
transitioning;
• To preserve to the greatest extent possible the existing landscape features and amenities through
the use of a planning procedure (site design and analysis, presentation of alternatives, conceptual
review, then detailed review) that can relate the type and design of a development to a particular
site;
• To consider an amount of development on a site, within the limits of density requirements, which
will balance the interests of the owner, developer, neighbors, and the City; and
• To provide a means to better relate the built environment to the natural environment through
sustainable and innovative building and public facility construction methods and materials.
The proposed approval process makes a clearer distinction between the three pieces of the process in the
present code: the Concept Plan, the Detailed Development Plan, and the Overlay Zone. Concurrent
applications could be made for the Concept Plan and the Detailed Development Plan, but the Planning
Commission would have to take separate actions on each step.
STAFF REPORT TO THE PUNNING COMMISSION 9-18-2006 PUBLIC FARING
DCA 2006-00003/ PLANNED DEVELOPMENTS CI-L-\PTER PAGE 4 OF 7
DENU.OP`IENT CODE AMENDINfENT
Concept Plan: The Concept Plan would be a distinct step, with new submission requirements. The
approval of the Concept Plan would require meeting these new criteria:
• Provision of open space
• Protecting natural resource areas
• Integration of development into the existing neighborhood
• Promotion of walkability/ transit
• Identification of the uses and arrangement of the site
• Demonstration that the planned development has significant advantages over standard
development (i.e. protects natural features and provides additional amenities for the
development and/or neighborhood.)
Detailed Development Plan: The Detailed Development Plan was made a distinct step in the process
with separate submission requirements. Approval of the Detailed Development Plan would now require
a Type III review, meeting the following approval criteria:
• General consistency with the Concept Plan.
• Meeting the land division provisions
• Findings to justify the modifications to the following Development Code chapters:
a) 18.360, Site Development Review
b) 18.705, Access, Egress and Circulation
c) 18.715, Density Computation and Limitations (Up to a 10% density bonus is allowed. A 1%
density bonus for each 5% of the gross site area set aside in open space, and up to 5% for
other amenities, including items from the Planning Commissioner's Toolbox (a supplemental
document separate from the Development Code.)
d) 18.745, Landscaping and Screening
e) 18.765, Off-street Parking and Loading Requirements
f) 18.780, Signs
g) 18.795, Visual Clearance Areas
h) 18.810, Street and Street Utility Improvements
• Additional criteria, including requirements for.
o Relationship to the natural and physical environment
o Buffering, screening and compatibility between adjoining uses
o Privacy and noise
o Exterior elevations-residential use
o Private outdoor area-residential use
o Shared outdoor recreation and open space
o Demarcation of public, semi-public, and private spaces for crime prevention
o Access and circulation
o Landscaping and open space
o Provisions for public transit (where the site abuts or is'/. mile of a public transit route)
o Parking
o Drainage (alternate means for stormwater conveyance may be proposed.)
o Floodplain dedication
o Mandatory shared open space requirement (minimum 20% of the gross site area.)
Distinctions are also made between "Minimal Use Facilities," "Passive Use Facilities,"
and "Active Use Facilities."
o Open space conveyance
S A.F`F REPORT TO THE PL NNING CONLMISSION 9-18-2006 PUBLIC HEARING
DCA 2006-00003/ PLANNED DEN.1.OP\IENTS CHAPTER PAGE 5 OF 7
DEVELOPtifE\T CODE AME\DNIE\T
Overlay Zone: The Overlay Zone would be applied concurrently with the approval of the Detailed
Development Plan. The zone designation would not expire.
Overall, the proposed new language and organization of the chapter preserves the original intent of the
Planned Developments chapter in the Tigard Community Development Code. The proposed changes
reduce the ambiguity of the process and seek to assure that the flexibility that is granted in the
development standards will result in development that has benefits for the community.
Tigard Development Code Chapter 18.380: Zoning Map and Text Amendments
This chapter sets forth the standards and process governing legislative and quasi-judicial amendments to
this title and zoning district map. Legislative zoning map and text amendments shall be undertaken by
means of a Type IV procedure, as governed by Section 18.390.060.G. Therefore, the proposed text
amendments to the Tigard Development Code will be reviewed under the Type IV legislative procedure
as set forth in the chapter.
Tigard Development Code Chapter 18390: Decision-Making Procedures
This chapter establishes standard decision-making procedures for reviewing applications. The
amendment under consideration will be reviewed under the Type IV legislative procedure as detailed in
the chapter. Section 18.390.060.G states that the recommendation by the Commission, and the decision
by the Council, shall be based on consideration of the following factors (reviewed above), including. 1)
Statewide Planning Goals and Guidelines, 2) applicable federal of state statues of regulations, 3) applicable
Metro regulations, 4) applicable comprehensive plan policies, and 5) applicable provisions of the City's
implementing ordinances.
SECTION V. ADDITIONAL CITY STAFF COMMENTS
The City of Tigard's Building Division, Police Department, Public Works and Urban Forester
have had an opportunity to review this proposal and have no objections.
The City of Tigard's Long Range Planning Division reviewed the proposal and submitted several
questions for clarification. Questions referred to language permitting adjustments for lot dimensions and
building height in the Sensitive Lands chapter (18.775) and density bonuses for tree canopy preserved in
the Tree Removal chapter (18.790)
Response
If not otherwise addressed in the proposed Planned Developments chapter, any additional adjustments or
bonuses allowable under other sections of the code can still be applied for. For example, the preservation
of tree canopy would be eligible for a density bonus (1% bonus for every 2% canopy preserved- up to
20%) could be applied for in addition to any density bonuses eligible under the Planned Developments
chapter.
SECTION VI. OUTSIDE AGENCY COMMENTS
Metro, Oregon Department of Transportation, Washington County Department of Land Use and
Transportation, Tualatin Hills Park and Recreation District, Tualatin Valley Fire and Rescue,
Tualatin Valley Water District, Clean Water Services and the Planning Directors of the cities of
STAFF REPORT TO THE PLANNING COMMISSION 9-18-2006 PUBLIC I IE.~RENG
DCA 2006-00003/ PLANNED DEVELOPMENTS CI1APTER PAGE 6 OF 7
DE\'EI.OP\iEN'I' CODE .-\\IEND.\fENT
Beaverton, Durham, King City, Lake Oswego, Portland, and Tualatin, were notified of the
proposed amendments and did not respond.
The Oregon Department of Land Conservation and Development responded via phone and had no
objections.
SECTION VII. OTHER PUBLIC COMMENT
A representative from the Home Builders Association submitted comments, asking several questions for
clarification. These questions were discussed in a meeting with their representatives.
SECTION VIII. STAFF ANALYSIS AND CONCLUSIONS
The proposed Development Code Amendment would extensively reorganize and add new language and
procedures to the current Planned Developments chapter. These changes were recommended by a citizen
committee appointed by the City Council. The changes comply with the Statewide Planning Goals, the
Tigard Comprehensive Plan, and applicable provisions of the City's unplementing ordinances.
Staff finds that the proposed revision of the chapter is consistent with the original purpose and intent of
the Planned Developments chapter of the Tigard Community Development Code. The proposed changes
would result in less ambiguity in the process and more of a guarantee that the flexibility granted in the
development standards would result in positive outcomes for the community. Therefore, Staff
recommends that the Planning Commission recommend approval of the Development Code Amendment
to the Tigard City Council as determined through the public hearing process.
ATTACHMENT:
EXHIBIT A. PROPOSED AMENDMENTS TO THE TIGARD COMMUNITY
DEVELOPMENT CODE.
September 8- 2006
PREPARED BY: Sean Farrell), DATE
Associate P r
o " ~7~44,--a
oe,_ September 8 2006
APPRO D BY: Dick Bewers 11, DATE
Planning ~1 ger
STAFF REPORT TO THE PI.ANNI\G COWMISSION 9-I8-2006 PUBLIC HEARING
DCA 2006-00003/ PI.. NNED DE\•TEI.OP\fFNTS CFI:\P'I'F R PAGE 7 OF 7
DEVELOP.NIENT CODE AMENMIENT
PW
S
Home Builders Association 1 D 17 b
of Metropolitan Portland
October 4, 2006
Mayor Craig Dirksen
City Councilors
City of Tigard
13125 SW Hall Blvd.
Tigard, OR 97223
RE: DCA 2006-00003
Proposed Planned Development Code Amendments
Dear Mayor Dirksen and Councilors:
Thank you on behalf of the 1400 + member firms of the Home Builders Association of
Metro Portland for the opportunity to submit these comments on the proposed
amendments to the City Development Code.
On balance, the revisions as proposed are rather benign and will not likely cause a major
change in the application process for planned developments.
As their September 18 meeting, the Planning Commission received comments from
interested citizens, including myself, and has recommended to you for approval a
document that embodies several suggested additions/changes that came about during that
meeting.
I concur in all of the suggested additions/changes, and urge the Council to approve the
document as recommended by the Planning Commission.
Thank you for the opportunity to comment on the proposed amendments.
Sincerel
ie Platt
Director of Local Government Affairs
15555 SW Bangy Road ♦ Suite 301 ♦ Lake Oswego, Oregon 97035
Phone: 503.684.1880 ♦ Fax: 503.684.0588 ♦ www.homebuildersportland.org
Striving for Affordability, Balance and Choice
Planned Developments
Ordinance:
Development Code Amendment
(DCA 2006-00003) • A collection of flexible decision making
Planned Developments tools to enable development that is site
Chapter 18.350 specific and not mathematically
prescribed.
City Council Workshop
October 17, 2006
History of Planned Developments Planned Developments Code
Ordinance in Tigard Review Committee
• 1983 Development Code January 2004 City Council appoints a
• Revised in 2002 (to remove density bonuses committee to review the Planned
for constrained lands) Developments Chapter
• Recent concerns about the density, Members made up of various perspectives,
appearance, and lack of adequate open including 2 Planning Commission members
space in some approved PD's Met over several months
• Made final recommendations in June 2006
Current Code -Purpose Statement prOP05e Purpose Statement
(18.350.010)
Summary: 1. To provide ameans for property development that is
consistent withTigard's Comprehensive Plan through
1. Provide a means for creating planned environments by the application of flexible standards which consider
using flexible standards. and mitigate for the potential impacts to the City;
2. Facilitate the efficient use of land.
3. Promote an economic arrangement of land use, open 2. To provide such added benefits a; increased natural
space, etc. areas or open space in the City, alternative building
4. Preserve to the greatest extent possible the existing designs, walkable communities, preservation of
landscape features by relating the design of a significant natural resources, aesthetic appeal, and
development to a particular site. other types of assets that contribute to the larger
5. Address the relationship between development elements community in lieu of strict adherence to many of the
and maximize the opportunities for innovative and rules of the Tigard Community Devebpment Code;
diversified living environments.
1
ropose Purpose Statement (cont.) roPOSe
Purpose Statement (cont.)
3. To achieve unique neighborhoods which will
retain their character and city benefits, while 5. To consider an amount of development on a site,
respecting the characteristics of existing within the limits of density requirements, which
neighborhoods through appropriate buffering will balance the interests of the owner, developer,
and lot size transitioning; neighbors, and the City; and
4. To preserve to the greatest extent possible the 6. To provide a means to better relate the built
existing landscape features and amenities environment to the natural environment through
through the use of a planning procedure (site sustainable and innovative building and public
design and analysis, presentation of alternatives, facility construction methods and materials.
conceptual review, then detailed review) that can
relate the type and design of a development to a
particular site;
Current Code-Approval Process VropOSe Approval Process
3 elements: 3 Step Process:
• Overlay and/or Concept Plan- 1. Concept Plan
Type III-PC decisions (can be concurrent) 2. Detailed Development Plan
(Both Type III-PC decisions with separate
• Detailed Development Plan- approval criteria. Can be heard
Type II decision concurrently, but PC must take separate
action on each.)
3. Overlay- automatic with approval of
Detailed Development Plan
propOg6Concept Plan Approval Criteria propOSCJDetailed Development Plan
Approval Criteria
Section 18.350.050 (an entirely new section)
Section 18.350.070 combines/consolidates various parts
Concept Plan approval criteria: of the existing chapter, with some new language.
• Provision of open space Detailed Development Plan approval criteria:
• Protecting natural resource areas General consistency with the Concept Plan.
• Integration of developmentinto the existing Meeting the land division provisions
neighborhood Findings to justify the modifications to several
• Promotion of wall ability/ transit Development Code chapters, including Density
• Identification of the uses andarrangement of the site Computation, Street and Utility Improvements
• Demonstration that the planned development has Additional criteria
significant advantages over standard development
2
Pr0PoSed Detailed Development Plan Additional Proposed Language
Approval Criteria (cont.)
Among the new criteria in 18.350.070.A.4: Definitions Chapter 18.120:
a. PC may require the applicant to provide an alternate site Add definitions of:
plan that better complies with criteria to preserve existing
natural resources Density bonus
d. Submit exterior elevations for single-family attached and Landscaping
multi-family structures
j. Public transit provisions may be required when the site is Three Open Space facility related definitions -
within 'A mile of route 1. Minimal Use Facilities
1. Drainage- alternate means of stormwater conveyance can
be proposed 2. Passive Use Facilities
n. Shared Open Space- a minimum of 20% of the gross site 3. Active Use Facilities
area
Additional Non-Code Items 9/18 Planning Commission Action
• Planning Commission's Toolbox Planning Commission heard public
testimony and made five minor revisions.
• Provide examples to applicants of good With these changes, the Commission
neighborhood meeting materials unanimously recommended approval to the
• Update fee schedule City Council.
• These changes have been incorporated into
the code amendment.
Questions?
9
3
Agenda Item # W
Meeting Date October 17, 2006
COUNCIL AGENDA ITEM SUMMARY
City Of Tigard, Oregon
Issue/Agenda Title: Enhanced Citizen Participation Update n
Prepared By. Liz Newton / Dept Head Okay City Mgr Okay 6
ISSUE BEFORE THE COUNCIL AND KEY FACTS
Review the status on activities underway to enhance citizen participation. Review information on the proposed
neighborhood program and provide feedback to staff.
STAFF RECOMMENDATION
Provide input on the proposed neighborhood program and comment on other citizen participation.
KEY FACTS AND INFORMATION SUMMARY
One of the 2006 City Council Goals is to "Improve Communication and Relationship with Citizens" by.
Implementing the new neighborhood program throughout the City
• Conducting a city-wide scientific survey/ report card on City services
Connecting Council with students in schools
O Staff continues to work on development of the Enhanced Neighborhood Program. In May, Open
Houses were held in two of the pilot areas to provide an opportunity for area residents to comment
on the proposed program elements. Over the summer, staff discussed the proposed program at
two neighborhood events in the third pilot area.
Citizens who had expressed interest in helping develop the program structure were invited to attend
the July CC'I meeting. Staff worked with the CO members at their July, August and September
meetings to refine a proposed structure for consideration by the City Council. Based on Council's
comments and direction given to staff at the October 17 workshop, staff will finalize a proposed
program for the Committee for Citizen Involvement (CCI) comment at their meeting on October
18, 2006. Residents of the pilot areas who have expressed an interest in participating will be invited
to an Open House in November for an opportunity to comment on the proposed program.
Copies of the August 17 CC meeting minutes and the proposed Neighborhood Program
components discussed at the September 28 CQ meeting are attached.
O The results of the city-wide scientific survey/ report on city services conducted in May 2006 were
presented to City Council in June.
O A representative of Tigard High School continues to attend City Council meetings monthly to
present information about programs and activities at the school. The Tigard Youth Advisory
Council has suggested City Council members have lunch at the High School periodically. Staff will
work with individual Council members to schedule.
O Councilor Harding mentioned the City of Beaverton's Hot Line and Citizens Comment Card at the
September 26 Council meeting. Staff spoke with a representative in the Mayor's office, requested
copies of the card and will report on Beaverton's program at the October 17 work session.
OTHER ALTERNATIVES CONSIDERED
None
COUNCIL GOALS AND TIGARD BEYOND TOMORROW VISION STATEMENT
2006 City Council Goals
• Improve Communication and Relationship with Citizens
• Implementing the new neighborhood program throughout the City
• Conducting a city-wide scientific survey/ report card on City services
• Connecting Council with students in schools
Tigard Beyond Tomorrow Goals - Community Character and Quality of Life:
Communication
# 1) The City will maximize accessibility to information in a variety of formats, providing
opportunities for input on community issues and effective two-way communication.
# 2) City policy makers shall facilitate two-way communication by providing timely information and
responding to concerns raised.
ATTACHMENT LIST
1. August 17, 2006 DRAFT CCI Meeting Minutes
2. Proposed Neighborhood Program Components
FISCAL NOTES
N/A
iAadm\citycouncU\councU agenda item summaries\2006\ais for enhanced citizen participation061017.dcc10/ 10/06
DRAFT
Meeting Minutes, August 17, 2006
Committee for Citizen Involvement
CCI Members Present.- Mitch Brown, Basil Christopher, Bev Froude, Bill Scheiderich, Stacie Yost
CCI Members Absent.- Sue Carver, Brian Kelly, Rick Parker
Staff Present.- Litt, Newton, Duane Roberts
1. Welcome and Introductions
Committee Chair, Basil Christopher, called the meeting to order at 7:05 P-TN-1.
2. Approval of Minutes
Basil asked committee members to forward any July minute emendations directly to
Duane after the meeting. [None received.]
3. Neighborhood Program (Continued from July Meeting)
Liz introduced this item, which was a continuation of the July open house on the
organization and structure of the Neighborhood Program. She shared the results of
her research on the neighborhood programs of various cities located throughout the
nation and distributed printouts of four neighborhood program web homepages. She
then handed out copies of a "Responsibilities Worksheet" that referenced the
following topical areas:
• Neighborhood level input into the Capital Investment Program, or CIP;
participation in Neighborhood Watch
• Participation in Land Use Neighborhood Meetings
• Maintenance of neighborhood web site
• Participation in Community Emergency Response Training, or CERT,
Program
• Facilitate solutions to neighborhood issues
Organize neighborhood clean-up
• Formal neighborhood level input into City's comprehensive plan
• Representation on the CCI
• Community liaison to local schools
• Facilitate community building (National Night Out)
• Neighborhood communication (Community Connector)
I ALRPLN \DU AN 1`ACG.Nlinutcs.Aug4I61 Ldoc 1
Liz next led a discussion on each responsibility area.
CIP Program:
Liz asked how neighborhood CIP decisions could be made so that everyone in the
neighborhood would have an opportunity to make recommendations and participate
in reaching a consensus. She suggested that this could be accomplished through a
forum other than a face to face meeting.
Basil commented that as a neighborhood resident he has not been aware of the
appropriate process for making CIP suggestions. As an example, he was unsure
whether the use of a special form was needed in order to submit a recommendation.
Liz asked how people come together. Basil commented that information should be
shared ahead of time, i.e. well before the decision making takes place, but he is unsure
of how all this should be arranged. Stacie stated that CIP project nominations could
be made by phone, at a meeting, or in various other ways. Information on the
nominations should be readily available to other residents. A voting procedure also is
needed. Basil added that there should be an opportunity to meet with engineering
staff in order to receive technical advice on potential project nominations.
Liz pointed out that under the present nomination process the community reacts. to a
recommended staff project list. A more neighborhood-friendly approach could
include a front-end opportunity for citizens to provide input.
Bill commented that an important role of staff would be to identify so-called hidden
infrastructure needs, such as a need for underground water lines.
Liz alluded to plans to provide an internet page for every issue or topic, including
CIP nominations, when the neighborhood webpage is set up. Bill commented that a
targeted mailing to neighborhood residents, with a prepaid return envelope included,
is another way to solicit input. Together, internet postings and postal mailings would
provide the most complete coverage.
Liz noted that one opportunity for neighborhood residents to convene could include
combining a CIP meeting with a "back-to-school" or some other scheduled event. A
stand alone CIP meeting would be less of a draw.
Neighborhood Latch
Liz noted that this is already an established program. She pointed out that the new
neighborhood website will include up-to-date or live site-specific crime statistics. She
indicated that Neighborhood Watch does not work well if no residents are home
during the day. In lieu of meetings, articles in the City newsletter, or on the website,
would serve the purpose of keeping neighborhood residents informed and involved.
1ALR11I.N\DUANi?\C(:i.1N1inutcs.AugA)61Ldoc 2
She anticipates that a certain minimum level participation in Neighborhood Watch
would be necessary in order for a group to quality for the neighborhood grant.
Beverly asked for examples of successful Watch programs. Basil wondered if there
could be active and passive Neighborhood Watch Programs. Important in the case
of both t}pes is that people need to know what to look for. Liz responded that the
successful functioning of a Neighborhood Watch group wouldn't require meetings.
The website could provide neighborhood-specific crime information, including
information on what to look out for.
Land Use Meeting
Liz mentioned that land use meeting notices could be posted on a website to inform
an affected neighborhood of a proposed development and allow neighbors an
opportunity to weigh in electronically on its concerns. Providing an opportunity for a
neighborhood representative to speak to Council is another idea. According to Liz, a
so-called Neighborhood Land Use Coordinator could be allowed to speak on behalf
of the neighborhood at a formal land use hearing.
Bev asked how people would be notified of land use proposals. Liz explained that
the method could include website and/or individual postal notices.
Liz went on to discuss the idea of revising the currently used neighborhood meeting
(land use) notice to tie information on development to an opportunity for the
neighborhood to weigh-in on its concerns about the development. Expanding the
notice area and allowing a neighborhood representative an opportunity to elaborate
on neighborhood concerns at the land use hearing are the two main proposals related
to neighborhood group involvement.
Neighborhood Communications
Liz explained that the City would be willing pay for individual neighborhood
websites. The City would set guidelines and provide most of the content. A local
webmaster would be needed for neighborhood-level information, which could
include information on garage sales, and so on. No meetings would be needed for
maintaining the website.
Bill commented that formatting and maintaining a website is a lot of work. Liz
responded that only a small section of the website would need to look different from
the City-formatted site. Rosters might need to be updated and some of the content
might be local. A lot of the content would be City-fed and bylaws and mission
statements wouldn't change over time. She noted that the webmaster role might
appeal to a student.
1A]Al'I.N\DUANI:\C(:;.~t;nuto.ALs,A V Woc 3
CERT
Liz stated that another program that could be made available is the CERT program.
CERT, or Community Emergency Response Team, is the City's emergency
management program. A few citizens in each neighborhood could be CERT trained.
No action by the neighborhood association would be needed for the neighborhood
to receive the benefit of the program.
Facilitate Solutions to Neighborhood Issues
Liz indicated that for the past few years Tigard has provided neighborhood mediation
service through a contract with the Beaverton Dispute Resolution Center. Participation
in the program, which deals with disputes between neighbors, is voluntary and free. She
went on to note that three years worth of Community Assessment Team, or staff
neighborhood walk, data has been collected on neighborhood-specific code,
infrastructure, and related problems and needs. All this data is available on the City
webpage.
Bill commented that for action purposes, it would be useful for neighborhoods to
rank the problems identified by the City Assessment Team. Otherwise, the raw data
is "shotgun information' and difficult to act on. Liz replied that at the neighborhood
level, the City's role is to raise issues and to let the neighborhood identify the
solution. Bill stated that he understood this to mean that the City gives the idea,
while citizens take the lead. The City's role is to kick off, initiate, or put another way,
to provide information on options.
Basil commented that the program should not lead to the neighborhood "ganging
up" on a neighbor. Liz added that the 'Mediation Program is complaint driven. Its
aim is to deal with problems on a neighborhood level. Basil stated that
neighborhood crime and other information needs to be fresh in order to engage
people. Bill suggested the scanning-in of the full text of police crime reports. He, for
one, would like to have more in-depth information from time to time about particular
incidents. Basil asked about the appropriate action to take to report barking dogs.
Liz concluded this discussion by saying that in the case of this Neighborhood Issues
topic, or focus area, she sees a need for a neighborhood meeting on how the program
can be responsive to neighborhood problems. This is an example of convening
around a bigger neighborhood issue.
Neighborhood Beautification and/or Clean L ,p
Liz indicated that a neighborhood group could choose to do a clean-up as its once-a-year
activity under the Neighborhood Program. She asked the group for recommendations
on how the decision for selecting a neighborhood activity or activities could be made.
Bill suggested publicizing available resources and providing a sign-up list, with a
certain minimum number of sign-ups required, to go forward with an activity. Liz
IAI RIII.N\DU.XN 1'.\(;(;i.N1inutcs.Aug4)61l.doc 4
added that activity and sign-up materials could be included in packets given to all new
residents of a neighborhood.
Basil commented on the need for a coordinated effort to take care of a neighborhood
issue or problem. Examples of coordinated efforts are painting fire hydrants, trash
clean-up, and tree planting. Stacie commented on the need for a nomination process.
Liz discussed the identification of a neighborhood de-in as a condition for using City
resources to program an activity.
Comprehensive Plan Input
Liz pointed out that the comprehensive plan revision process now underway is staff-driven.
The CCI and neighborhoods can recommend comprehensive plan-related outreach activities,
but staff is taking the lead role in working on the comprehensive plan itself. Bev expressed
that the work program should start with an educational process, including outreach to
individual persons. Outreach needs to be personalized.
Liz asked the group how best to get out the word, as it were, about the.update process.
Basil reframed this question as "How will residents know when to weigh in on the
comprehensive plan? What are the opportunities to foster weigh-in?"
Bev mentioned that a neighborhood sign would be useful as a communication tool. Others
spoke in support of a library reader board.
Reprrsentative on CCI
Liz stated that to facilitate effective communication with the City, Neighborhood groups
would be allowed to appoint a neighborhood representative on the CCI.
Local Schools
Liz noted that participation in the Parent School Organizations could be another activity of
potential interest to the neighborhood organizations. As one example of how this might
work, the school script fund raising program, where schools benefit from people using script
to shop at particular stores, could be expanded to include neighborhood participation.
Communio Building
According to Liz, an example of community building could be the City giving the
neighborhood the funding needed to finance a neighborhood-wide activity, such as a
barbecue.
Neighborhood Communication
Liz noted that as one way to facilitate neighborhood communication, the Community
Connector newsletter program could be shifted to a website platform. At the same time, the
Community Connector's role could be expanded into that of a community liaison for the
neighborhood organization. The expanded role could include letting the City know when an
issue or problem in the neighborhood arises. The connector also could connect with the
schools. Importantly, the expanded role could include determining when to convene a
meeting of the neighborhood. Meetings would be scheduled as needed, as opposed to
monthly, which usually doesn't work because not enough is going on.
1: \LR13LN\DUANI--V.(:i.1N1inutcs.Au 0)61Ld„c 5
A critical question is whether a board is necessary. Liz said that in her view a board is not
needed. However, the City would be open to the idea, if desired by a particular neighborhood
group. A drawback of having a board is that it may be difficult to recruit enough people to serge
on it. Ad hoc meetings would provide the opportunity to convene without relying on a board.
4. Other Business/Announcements/Next Agenda
Liz indicated that she would like to return to the CCI once more before going to Council in
October to present her recommendations regarding the content of the Neighborhood
Program.
Next agenda suggestions include:
• Wrapping up the Neighborhood Program discussion
• Inviting Jim Wolf to discuss the Police Department's plans for National Night Out
• Planning for a Council-authorized community drug awareness open house
• Inviting Bob Roth, the City Volunteer Coordinator, to discuss "How to volunteer in your
neighborhood."
The group decided that the September meeting would be re-scheduled to September
28th, (the fourth Thursday) from the normal third Thursday of the month in order to
accommodate Liz's vacation schedule. The agenda will include a concluding
discussion of the Neighborhood Program, a presentation on National Night Out as
well as a discussion of a proposed Drug Awareness Open House. (Alote: Jim W1olf and
Sheryl Hutras of the Police Department have been booked for the 9128 meetin,g).
Basil adjourned the meeting at 8:35 PM.
1ALR11I.N\DU.%N1?\CCi.Nfinutcs.Au0)61l.doc 6
PROPOSED NEIGHBORHOOD PROGRAM COMPONENTS
Neighborhood Program CIP Project Nomination Process
• Staff reviews and develops proposed CIP project list by September 1
• Cityscape includes CIP nomination form
• Neighborhood webpage. Includes nomination form during September
• City staff attends school open houses to receive neighborhood input in September
• Annual neighborhood meetings in October - reach neighborhood consensus on CIP project
nominations.
• Consider creating a neighborhood improvement program for smaller projects that follows the
CIP process.
Neighborhood Watch
• Active neighborhood watch defined
• Make starting new Neighborhood Watch a focus for National Night Out events
• Provide incentive(s) for Neighborhood Watch area National Night out celebrations
• Neighborhood webpage's includes crime stats for Neighborhoods with a minimum geographic
area of active Neighborhood Watch
• All Neighborhood webpage's include crime prevention tips.
• Define minimum percentage of neighborhoods covered by neighborhood watch to be eligible
for neighborhood grant program.
• Include information/presentation for neighborhood watch activation at all Neighborhood
annual meetings in October.
Land Use
• Land Use Liaisons for each neighborhood - participate in land use process training; receive
individual notice of each land use application; invited to attend pre-application meetings on
proposed applications in their area; attend/ facilitate Neighborhood (land use) meetings to
receive neighborhood input after applicant presentation; represent neighborhood at public
hearings; monitor neighborhood website for comments on current land use activity.
• Neighborhood (Land Use) meetings - Facilitated by Neighborhood Land Use Liaison;
presentation by applicant; Land Use Liaison facilitates neighborhood discussion at the
conclusion of applicant presentation, confirms neighborhood comments/ concerns, and
presents input to decision maker.
• Notification - to all surrounding property owners as required; to the appropriate Land Use
Liaison; to any party who subscribes; posted on appropriate web site.
• Scheduling - applicant responsible to schedule with Land Use Liaison.
Communications
• Web page - City pays URL; template developed by city working with CCI; neighborhoods
agree to established parameters; content provided by city, other agencies, and neighborhoods;
websites maintained by neighborhood volunteer(s) after training provided.
• Cityscape - One page each month devoted to neighborhoods; each neighborhood selects
"newsworthy" information to feature.
• Community Connector Communication - Information is "rolled" into neighborhood websites.
• Neighborhood program information provided to all new residents by the city (if legally
allowed).
Community Connectors Resource
• Serve as conduit between city and neighborhood to communicate concerns and identify
available resources to address concerns; participate in training to learn about resources, city and
citizen's roles in addressing issues; refer neighbors to website or specific resources; review
community assessment data; present findings at annual meeting for possible action.
• Connectors contact information brochures provided by the city.
CERT (Community Emergency Response Team)
• At least 3 trained CERT volunteers in each neighborhood to eligible for neighborhood grant
program.
Neighborhood Issues /Assessment
• Neighbors access resources available on website and/or contact community connector;
Schedule process follow-up/issues before the CCI; participate in issues/assessment discussion
at annual meeting in October.
• Include projects for consideration in Neighborhood Improvement Program.
Beautification/ Clean Up
• One neighborhood sponsored clean-up/beautification activity annually required to be eligible
' for neighborhood grant program.
• How to select - at annual meeting? Christmas in April?
Comprehensive Plan
• There will be a public comment/review process by neighborhood in 2007; details will be
posted on each website; citizens may subscribe to the "e-list" for updates.
CCI (Committee for Citizen Involvement)
• Monitor and evaluate the neighborhood program; allow time on each agenda for pre-scheduled
specific neighborhood issues.
Schools
• A liaison from each school to each neighborhood provides information on school events,
programs, volunteer opportunities and resource needs to post on neighborhood websites
and/or feature on websites; schools and neighborhoods partner on neighborhood events,
activities.
Neighborhood Grant Program
• At the discretion of City Council, as appropriated in the city's adopted budget and as outlined
in an approved process, neighborhoods will be eligible to apply for funds to undertake
neighborhood projects.
• How to reach consensus?
is\adm\6z\pmgam process 060927.doc9/27/06
Our City appreciates. the opportunity to serve you _It is our desire to
fulfill your needs in a satisfactory'manner .'In order to continually.
provide accurate and timely. business information 'to the small business .
community, we would like your comments on the information provided .
iri ttie City's Small Business start u packet Rob Drake; Mayor
. ExceIlent..._..... Poor
Th Ctty of Beaverton staff was helpful answering your questions, A: r B C . D E F;.
You were impressed with ihe.City of Beaverton staffs kiiowledge ofresources ' • A B C D. E F-
You were}satisfied with the relevancy of a programs and services offered
to the Small.Business, start-up kit Y A B C D E F
The material found in the Small Business start=up kit met your expectations A B C D E F
Overall satisfaction with the service and material you received A B C_ D E F
Comments or suggestions
Phone Number
Name Address'.
N02 Economic Development '
Our City appreciates the opportunity to serve you. It is our desire to fulfill your , o
r~
needs in a satisfactory manner. In order to continually improve our service, we r--a
would like your comments on how we have served you. Rob Drake, Mayor
Department you had contact with:
❑ Code Enforcement ❑ Building ❑ Neighborhood ❑ Human Resources
❑ Operations/Maintenance ❑ Planning ❑ Mayor's Office ❑ Court
❑ Engineeringrrraffic ❑ Library ❑ Police ❑ Utility Billing
Excellent .................Poor
You were treated courteously A B C D E F
Your needs were met in a timely manner A B C D E F
You received accurate information A B C D E F
Your service expectations were met A B C D E F
Any problems encountered were handled quickly A B C D E F
Attitude of the staff A B C D E F
Level of professionalism of the staff A B C D E F
Overall satisfaction with services you received A B C D E F
Comments or Suggestions
Name Address Phone Number
10/96
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