CU35-77 POOR QUALITY RECORD
PLEASE NOTE: The original paper record has been archived and
put on microfilm. The following document is a copy of the
microfilm record converted back to digital. If you have questions
please contact City of Tigard Records Department.
! p
400 WENDCORP. OF PORTLAND
-^�- Conditional Use (CU 35-779
SW Pacific Highway/McKenzie
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CITY OF TIAD
P.O. Box 23397
12420 S W. Main
Tigard, Oregon 97223
January 18, 1978
R CE'!vEb
Mr. Jack Lee JAN 0 tt ..
WENDCORP O': PORTLAND 8
4800 SW Macadam, Suite 208 C17 y OF �1�/�,�
Portland, Oregon 97201
Re: CU 33-77
Dear Mr. Lee;
Please be advised that the 'Tigard Planning Commission at their
regular meeting of January 10, 1978 approved your request for a
Conditional Use Permit for a restaurant and drive-through window
in a C-3, "General Commercial Zone", for a .96 acre parcel lo-
cated at SW Pacific Highway and SW McKenzie (Wash. County Tax
Map 251 2BD, Tax Lot 201). This approval is subject to the
followr ,ng conditions:
1. That a half street improvement to local street standards
be made along the SW McKenzie Street frontage. No build-
ing permits will be issued until construction drawings have
been submitted to the public works department and the
necessary bond filed.
2. That five feet of right-of-way be dedicated along the SW
McKenzie Street frontage.
3. That the location of access and egress be determined by
the Design Review Board,,
4. That the entire project be subject to the Design Review
Board.
5. That a deceleration late be considered along the Pacific
Highway frontage during design review.
6. That no left turns be allowed from the site onto Pacific
Highway.
If we can be of further assistance please do not hesitate to
contact me at this office.
• i ere
ri)Uctivs'
Jo laws) Assoc. Planner
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Wendcorp of Portland
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CU-35-77
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NOTE: The following acknowledgment must be received by the City
of Tigard within fourteen (14) days of your receipt of
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• this letter. Failure to return this acknowledgment may
A result in action by the City of Tigard,
hereby acknowledwthis letter documenting the action of the
Tigard Planning Director* I have received and read this letter
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and I agree to the decision here documented and to abide by any
terms and/or donditions attached*
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MINUTES •
TIGARD PLANNING COMMISSION •
January 10 , 1978
Fowler Junior High School - Lecture Room
10865 S.W. Walnut Street - Tigard, Oregon
1. Call to Order:
The meeting was called to order at 7 : 30 P.M. Xl
2 Roll Call:
Present: Sakata, Goldbach, Corliss, Brian, Popp, Quimby
; I
Excused Absence: Tepedino, Wood, Roosman
Staff: Laws, Chaidez
3. Approval of Minutes:
The minutes of December 6, 1977 were approved as written.
4 . Communications:
Al Popp introduced Mr. Raeldon Barker, new City Administrator.
5. Public Hearings:
5.1 Zone Change ZC 27-77 (Stoneridge) NPO #3
A request by Stoneridge Development Co. for a general plan
'
and program review of a two phase residential/commercial .
planned development of an 8 .8 acre parcel (Wasth. Co. Tax Map
2S1 10A, Tax Lots 700, 800, and Wash. Co. Tax Map 281 3DD,
Tax Lots 801, 900, 1100, 1400, 1500) ad a zo..le map amend-
ment from R-10, "Single Family Residential" , to CP "Commercial
, .
Professional" on parcels totaling 35 ,6 acres (Wash. Co. Tax
Map 281 30D, Tax Lot; 900 and the eastern portion of Tax Lot
1500) .
A. Staff Report:
Read by Laws
B. Applicants Presentation:
Joseph Van Lom, Project Architect, clarified and explained
the plan and a bike path proposal which would meander
through the site as an alternative to sidewalks.
Brian asked about the 3 private roads terminus .
an torn responded they would not continue off the site.
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TIGARD PLANNING COMMISSION
January 10, 1978
Page 2
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C. Public Testimony:
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Opponent:
Bibianne Scheckla, 10890 S.W. Fairhaven Way, said
the plan was creating an illegal cul-de-sac, NPO 03 • •
specified there should be single family residences
abutting each other - no common wall duplexes, the
maintenance on private streets would be questionable,
• all the lots should be 10,000 square feet according
to the NPO document.
o Melvin Johnson, 10860 S.W. Fairhaven Way, stated:
(1) the surrounding property owners bought property
assuming single family residences; (2) the plan looked
like lots of dead end streets; (3) the property de-
serves better; (4) questioned the Homeowners Association
strength; and (5) wanted the longe'rity of the town
considered'
o Ramsdale, 11635 S .W. Terrace Trails, asked about the
delay in a traffic analysis - needed a study on im-
pact to Gaarde Street, and noticed a lack of access
and bike path to Pacific Highway in the plan.
D. Staff Recommendation:
1
A. Based on findings of fact and conclusionary findings,
staff recommends approval with the following conditions:
1. Prior to the development of any part of Phase
a development plan and a traffic analysis shall
be submitted to the city.
2. That the secondary access to the commercial prop-
erty in area "A" Phase II as shown on the site
plan be deleted. Access to these properties to
be determined during the submission of a develop
ment plan for Phase II.
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3. That Lots 18 through 31 develop on a private drive
(30 ' right-of-way and 24 pavement) .
4 . That Lots 36 and 37 be duplex lots.
5. That access for Lots 1 through 4 be provided be-
tween Lots 1 and 3 and the temporary emergency
access between Lots 4 6 and 7 be deleted.
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6 . That the entire development within Phase I be ,
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hs 7. That the main street within the development be
, constructed to local street standards (50 ' of
right-of-way, curbs, 5 ' sidewalks on both sides
of the street, street trees, and street lights) .
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' - 1 . 8. That covenants be attached to the deeds of Lots
7 and 8, 13 and 14 , and 23 and 24 restricting
•,6 access from the private drives to properties in
Phase II.
B. Cross-examination:
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o Bibianne Scheckla asked how a cul-de-sac could
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., be approved, stated they were promised a traffic
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- . analysis, and felt the homeowners should be pro-
tected by the Homeowners Association.
o Laws responded the traffic analysis was under
. . • 4r Phase II, the Homeowners Association was docu-
mented,., ( the street wouldn't be a deadend because
• of plug placement, there was access through pri-
vate
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property for emergency vehicles, the basket-
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ball hoop placement would be discussed under
design review.
,
o Van Lora stated (1) this plan wouldn 't generate
any more traffic than other developments in the
area which didn't need traffic analysis; (2)
basbetball hoop can be moved; (3) emergency ve-
hicle access was open; (4) a planned development
such as this is a different approach; (5) in a
R-10 there is a conditional use for a duplex zone
allowing 5p000 square foot lots for single family
attached units at the request of the group; (6)
Homeowners Association document submitted to
staff
, o Roger Stayer , 7941 F.E. Johnson Ct. Blvd. veri-
fied how the Homeowners agreement was obtained and
was enforced by a Board of Directors and has worked
successfully in other areas.
o Laws said the fire department verified use of
emergency access.
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MINUTES
TIGARD PLANNING COMMISSION
January 10, 1978
Page 4
E. Commission Discussion and Action:
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o Sakata, (1) questioned sidewalks on one side preclud-
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ing other side; (2) wanted a path to Canterbury Square
and bus stop; (3) thought the street would be danger-
ous with 30 families using it.
• Goldbachhad similar concerns.
o Quimby was opposed to the common wall housing seeing
it still as a duplex, liked the bike path concept.
o Corliss agreed with the multi family housing as a
solution to today's housing costs but better egress
• than 110th was needed.
• Brian agreed with staff recommendations.
o Popp stated much work went into housing plan policies
. and this plan was in accordance with it and was suit-
able for today's astronomical costs. He was concerned
about there being only one entrance to the site and
liked the meandering path.
o Laws stated improvement on Gaarde would be made as
a condition of the previously approved zone change
0 request for Tax Lots 1400 and 1500 .
, o Brian noted the 15 foot setback wasn't in staff
recommendation.
o Laws verified it should have been and stated the me-
andering path was a deviation from the code which was
" • sometimes used in cases where topography and natural
• vegetation lent itself but in this site it did not
appear justified.
o Goldbach moved (seconded by Brian) approval based on
staff findings and recommendations with condition No. 7
to read, "single meandering sidewalks" , and additional
items No. 9 , that a minimum setback of 15 feet be pro-
vided along all rear lot lines; No. 10 , that pedestrian
access to Pacific Highway should be considered during
the design review process; No. 11, that maintenance
responsibility be prescribed to a Homeowners Association
for all areas not within the public right-of-way.
Staff asked, as a point of clarification, if the exact
location of the sidewalk would be determined during de
sign review. The commission stated that that was their
intention.
Motion was approved by a 4 to 2 vote; Goldbach, Brian, Cor-
liss, Popp, yes; Sakaba, Quimby, no
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January 10, 1978 ,
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5.2 Conditional Use CU 35-77 (Wendcorp) Tabled from ' NPO 42
• PC 11/1/77•, .
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A request by Wendcorp of Portland for a Conditional Use Permit
, for a restaurant and drive-through window in a C-3, "General
Commercial Zone" , for a .96 acre parcel located at S.W. Pa-
cific Highway and S.W. McKenzie (Wash. Co. Tax Map 2S1 2BD,
. Tax Lot 201) .
A. Staff Report:
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Read by Laws .
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. B. Applicant's Presentation:
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Jack Lee, President, Wendcorp of Portland. •
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. . Bob Luke, CH2M Hill explained traffic circulation and %
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, : single access/egress would cut down on conflict and im-
prove sight distance, stated that Mr. Failmezger of the f
Oregon State Highway Division saw no advantage to a single
' . curb cut, the existing site has two access points to the
t 1 , highway.
C. Public Testimony:
Floyd Bergman, 11600 S.W. 90th, asked for a clarification
as to what alterations of S .W. McKenzie Street were being
. • % proponed.
. • Mr. Blyne of Portland worried about attracting motorcycle
. . gangs.
Mr. Lee responded--this is a half million dollar invest-
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ment which they can't allow to deteriorate to such a con-
' dition, and proceeded to profile a typical Wendy's cus-
tomer as being older and of a higher grade than other ham-
burger establishmervis.
Ron Bohande, 14180 S.W. 162nd, president of St. Anthony's
Church, went on record as opposed to any change in the
one way existing traffic flow on S.W. Mckenzie,
. , Bolie Burke, hairy Queen president, forsaw a heavy traffic
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, increase; thought three identical businesses within 100
yards to be counter productive; stated the drive-through
window had been previously opposed; and felt approval
would be a blow to small businessmen.
• - 1 D. Staff Recommendation:
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TIGARD PLANNING COMMISSION
January 10, 1978
Page 6
Mr. Lee addressed the access/egress Issue.
A. Staff recommends approval the proposed restaurant
11) and drive-through window with the following con-
ditions: •
1. That only one access/egress be permitted along
I the Pacific Highway frontage and that the arrange-
ment of the buildings and on-site traffic cir-
culation be handled during the design review
process.
2. That a half street improvement to local street
standards be made along the S .W. McKenzie Street
frontage. No building permits will be issued
until construction drawings have been submitted
to the public works department and the necessary
bond filed.
3. That five feet of right-of-way be dedicated along
the S.W. McKenzie Street frontage.
E. Commission Discussion and Action:
o Corliss spoke in favor of the two driveways .
o Quimby approved and noted observance of other Wendy's.
o Goldbach asked what if design review found the need
for two driveways; why did staff recommend only one?
o Staff felt alternative site plans had not been ef-
fectively explored by the applicant in order to support
the inability of the proposal to function without two
1/4 ) curb cuts.
o Goldbach stated proposal should be submitted to a full
design review board,
o Sakata opposed the project, seeing no need for another
. ) hamburger establishment; felt there was a better com-
munity need to be fulfilled.
o Popp stated he believed in free enterprise and said
the need exists; the design was good and in case of
corner egress a no left turn stipulation should be made.
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o Sakata suggested a slow down lane be built for traffic
off Pacific tighway,
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MINUTES
• TIGARD PLANNING COMMISSION •
January 10, 1978
Page 7
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Goldbach moved for approval based on staff findings and
recommendations with the following changes: (1) provide
a single access/egress lane to be approved by design re-
view board, adding a 7th condition that the entire project
shall be subject to design review board; and a 8th con-
, dition that a deceleration lane be considered along the
Pacific Highway frontage during the design review process.
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Quimby asked that the motion be amended to include that
no left turns be allowed from the site onto Pacific
Highway.
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Goldbach accepted the amendment.
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Brian seconded. Motion was approved by a 5 to I vote;
Goldbach, Corliss, Quimby, Popp, Brian, yes; Sakata, no.
5. 3 Conditional Use CU 42-77 (Hancock/Healy) NPO #4
A request by Paul Hancock and Pat Healy to locate an insurance
office in a C-3, "General Commercial Zone" at 11652 S.W.
Pacific Highway (Wash. Co. Tax Map 1S1 36 CD, Tax Lot 1400) .
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A. Staff Report:
Read by Laws
B. Applicant's Presentation:
Paul Hancock, 17463 Tree Top Way, Lake Oswego, questioned
billboard removal, stated insurance company would upgrade
the site, have low traffic.
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Laws explained the status of the billboard and that this
matter was being handled by the city's code enforcer.
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•• None.
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D. Staff Recommendation:
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Staff recommends approval.
E. Commission Discussion and Action:
o Quimby stated the applicant had given incorrect in formation--actually not independent insurancemen but
financed by State Farm, thought there were many nearby
agents.
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TIGARD PLANNING COMMISSION
January 10, 1978
Page 8 •
o Hancock clarified State Farm guidelines, stated how
closely located agents can be and that this wouldn't
constitute an excessive concentration, and that they
will be independent in approximately p pprox�.mately 18 months.
¢ Brian moved for approval subject to staff findings.
Sakata seconded. Motion was unanimously approved.
5. 4 Conditional Use CU 41-77 (Walker Construction Co. ) NPO #3
A request by Walker Construction Co, for a Conditional Use
Permit for 10 duplex units in a R-l0, "Single Family Residential ts
Zone" for a 3.28 acre parcel located on S.W. Grant Ave. , 300
feet north of S.W. Park Stb (Wash. Co. Tax Map 2S1 2CB, Tax
Lot 800) .
A. Staff Report:
Read by Laws
6 B. Applicant' s Presentation:
Rob Ball, attorney for the applicant, outlined the conk-
tents of the applicant's narrative submission, that it
was within the NPO #3 guidelines stating residential
density of the area, the need for higher density housing
and desirability of duplexes acting as a buffer between
single family and commercial area. The application doesn't
conflict with Policy A, B, C, or D of the NPO #3 plan
and meets the needs realized within the NPO #3 text. The
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site was insulated from the rest of the area by C.V.
Tigard School; little land remains for duplex develop-
ment that could serve as a buffer as effectively. Appli-
cant would continue ownership of all units, the surrounding
:. schools would absorb successfully children from the pro-
posed plan, the street maximum capacity could also be
accommodated.
C. Public Testimony:
A. Proponents : •
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None.
B. Opponents:
a , o bick T lumpke, 14350 S.W. Watkins, stated the NPO
wasn't t noti fied in sufficient time,
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MINUTES
TIGARD PLANNING COMMISSION
January 10, 1978
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Maurice Lesperance, 13060 S.W. Watkins, presented i .
a petition stating desirability of remaining in
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single family residences; the additional 300 car
trips generated on Grant Street which is narrow
and unimproved would be a direct hazard to children
•: enroute to school; stated poor area for buffer,
and applicant has failed to prove this type of • A
housing is needed; clarified NPO #3 's intent for
duplexes to be built on land where no other con-
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struction was available; objected to the two-story
building which would infringe upon surrounding
homeowner's privacy.
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o DaeDee Marshall, 13155 S.W. Grant, concurred with
' 41
Mr. Lesperance.
o Walt Cundiff, 12860 S.W. Watkins, felt there is
already too many duplexes in the area, it would
, lower property values and bring transient population.
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o RaNaye Hoffman, 12880 S.W. Watkins, stated Grant
Street is too narrow and a hazard, and can't be
brought up to standard. School Street is not .
• maintained by either city or county and is too
narrow for two cars to pass; concerned for children.
o Bill Heppner, 13180 S.W. Watkins , feared increase
in crime and wanted to retain suburban quality.
o Peter Price, 13355 S.W. 110th, opposed to increased
people and traffic.
o Al Mackia, 13120 S.W. Watkins, concerned about fire
vehicles access across private property.
to Mary Ann Gunder , 1300 S .W. Watkins, opposed--
called for show of hands against plan.
o Helen Mackin, 13120 S.W. Watkins, asked that the
building height be at least kept to one story.
D. Staff Recommendation:
Staff stated that it was the first time they had seen
renderings showing a two-story building, that the NPO
• #3 chairman had been notified of the proposal. School
Street is private driveway shared by the school and ad-
jacent property owners, stated the proposed signalization
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program for Pacific Highway was to provide a light at
• Park Street and that a half street improvement along the
S.W. Grant Street frontage would be required of the de-
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veloper.
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January 10, 1978
Page 10 .
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A. Staff recommends approval of the ten Ouplexes as
proposed with the following conditions :
. . 1. Five feet of right-of-way be dedicated along the
, ' ' S.W. Grant Avenue frontage.
, 2. A half street improvement to local street standards
be provided on S .W. Grant Avenue. No building per-
., 4 mits will be issued until construction drawings
have been approved by the Public Works Department.
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and the necessary bond filed.•
v, In addition to the' abova items, staff recommends ' ..
I , adding item No. 3, that all units within the develop-
.• ment be one story in height.
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1 - Maurice Lesperance stated that street improvement on
their frontage only wouldn°t help anything.
, Walt Reynolds, 7115 S .W. Evelyn, reitereated bad traffic
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on School Street.
' Helen Mackin, 13120 S.W. Watkins, questioned if they
could build a fence.
Walt Cundiff questioned if fire and police depart-
,
ment notified, felt plan should be voted down.
Rob Ball stated appropriate development in the A-2 ,
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that the plan proposed a path along Grant Street and •
towards the school, and that two-story construction
was compatible to existing development.
Helen Mackin stated all housing is carrently one story
along the street.
Bill Heppner stated there was more traffic now than
in 1975 when the traffic study noted by Mr. Ball was
made.
• ' 1 Al Hammes, 13115 S.W. Watkins, wanted single family
retained.
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RaNaye Hoffman observed the propo , , path would not
L.. ' serve the childxen who already live there. .
Maurice Lesperance stated N?O 43 didn't intend a duplex
.. i . on every empty lot.
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E. Commission Discussion and Action: '.
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o Brian stated narrowness of the street will eventually
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require improvement; felt duplexes are getting a nega-
. tive view; that crime will go down with duplexes , rec-
ognized the need for a buffer, but opposed the plan. ..
o Quimby felt there was no need, NPO didn't intend du- '
plexes on each lot, existing homeowners wouldn 't dedi-
cate five feet, the street isn't safe even for large
,t amounts of people.
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o Corliss felt site more appropriate for single family.
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o Goldbach stated plan doesn 't fit with character of
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neighborhood.
f, o Sakata stated the proposal was across street froiLt a
A-2 zone provided a good buffer.
o Quimby moved for denial based on insufficient need
1 for additional duplexes and failure to demonstrate
• need for buffer.
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Motion carried unanimously.
5.5 Subdivision V 12-77 (Walker Construction Co. ) NPO #3
• A request by Walker Construction Co. fol a Variance to the
Street Standards of the Subdivision Code for a 3.28 acre par-
cel in a R-10 , "Single Family Residential Zone" at 13115
• S.W. Grant (Wash, Co. Tax Map 2S1 2CB, Tax Lot 800) ,
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No action taken on this request as denial for Conditional
Use permit CU 41-77 made this proposal a moot point.
. ,
6. Miscellaneous
6.1 Non-conforming Use NCU 1-77 (L,R. Davis) NPO 45
A request 131, L.R. Davis to r . ?and upon a Non-conforming Use
. , in a M-3, "Ligh4, Industrial Zone" at 7415 S.W, Bonita Road
(Wash. Co. T:4- mal., 251 12A, Tax Lot 700 .
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: Withdrawn. i
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7. Other Business:
Staff informed the domoinaloners of the remaining Planning Com-
mission schedule for the month of January: study session on Janu-
ary 24, next regular public hearing February 7, 3978,
8. Adjournment:
,..11e; ngiioviuriimilmorzimiiiimdat11:15P.M.im
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440,3. 4
CITY OF TIGARD
P.O. Box 23397
12420 S.W. Main
Tigard,Oregon 97223
•
: Dear Property Owner:
The city of Tigard Planning Commission public hearing scheduled for Jan-
uary 3, 1978 was cancelled due to inclement weather.
Agenda items scheduled to be heard at the hearing (January 3, 1978) have
been rescheduled for a public hearing or Tuesday, aanuary 10, 1978 .
Th( agenda enclosed includes an item(s) (circled in red) which, due to
its location adjacent property owned or occupied by you, or due to yotr
yreviously indicated Interest, the City feels obligated to notify you.
/f you wish to make your 1.74ews known in this matter, or if you only wish
to avail yourself of this opportunity to be informed concerning this pro-
ject, the Tigard Planning Commission invites you to attend this meeting.
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AFFIDAVIT OF MAILING
STATE OF OREGON
County of Washington ) ss.
City of Tigard
I, Bonnie Martin, being first duly sworn, on oath depose and
say:
That I am Secretary for the Planning Department for
the City of Tigard, Oregon
That I served notice of hearing of the Tigard Plan-
. ning Cowmission
of which the attached is a copy (Marked Exhibit A) upon each of
,te.eg
the llowing named persons on the day of
197, , by mailing to each of them at the
add:qpiss shown ah the attached list (Marked Exhibit B) , said notice
as hereto attached, osted in the United States Mail on the
day of
197 ,P , postage prepaid.
e
174
Subscribed and sworn to before me on the Ttl day of
, l97 B
atop,
Notary •Pualic of Oregon
My commis4ion expires• 4-/CI 1(1(1
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AGENDA
.
T1(ARD PLANNING COMMISSION
January 10, 1973 7:30 PM
Fowler Junior High School • Lecture Room
.
10865 SW Walnut Street . Tigard, Oregon
1, Call to Order:
• 2, Roll Call:
Approval of Minutes:
4. Communications:
5. Public Hearings:
A Staff Report
B Applicant s Presentation
C Public Testimony:
. Aft a Proponent's
b Opponent's
c Cross-examination
D Staff Recommendation •
•
a Staff
b, Cross examination
E, Commission Discussion and Action
5 1 ZONE CHANGE ZC (Stoneridge) NPO 3
A request by Stoneridge Development Co. for a general plan and program •
review of a two phase residential/commercial planned development of an
—/ 8.8 acre parcel (Wash Co Tax Mao 281 10A, Tax Lots 700, 800, and Wash.
Co Tax Map 2S1 JDD, Tax Lots 801 , 900, 1100, 1400, 1500) and a zone map
amendment from R.10, "Single Family Residential", to CF "Cowmercial Pro
fessional" on parcels totaling 35.6 acres (Wash, Co Tax Map 281 30D,
Tax Lot 900 and the eastern portion of Tax Lot 1500)
lop CONDITIONAL USE CU 35-77 (Wendcorp) Tabled from PC 11/1/77 NPO 2
•
A request by Wendcorp of Portland for a Conditional Use Permit for a
restaurant and drive through window in a C-3, "General Commercial Zone.",
for a 96 acre parcel located at SW Pacific Highway and SW McKenzi.,L
(Wash Co. Tax Map 281 2BD, Tax Lot 201)
5 3 CONDITIONAL USE CU 42.77 (Hancock/Healy) NPO 4
A request by Paul Hancock and Pat Healy to locate an 4nsuravce office
• in a C-3 "General Codimercial Zone" at 116''2 SW Pacific Hwy. (Wash. Co.
Tax Map 161 36CD, Tax Lot 1400)
ar^ ;-,• ..... .
R �a �i •
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'1^71r.
AGENDA
TIGARD PLANNING COMMISSION
January 10, 1978
Page 2
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504 CONDITIONAL USE CU 41-77 (Walker Const. Co.) NPO 3
a a A request by ";talker Const. Co. for a Conditional Use Permit fo t ten
duplcx units in a R-l0, "Single Family Residential Zone" for a 3,28
acre parcel located on S.W. Grant Ave. , 300 feet north of S.W. Park
•
St. (Wash. Co. Tax Map 2S1 2CB, Tax Lots 800).
5.5 SUBDIVISION V 12-77 (Walker Cons t. Co.) cA NPO 3
A request by Walker Construction Company for a Variance to the Street
Standards of the Subdivisi
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STAFF REPORT
AGE'ADA 5.2
TIGARD PLANNING COMMISSION
January 3, 1978
Fowler Junior High School - Lecture Room
10865 S .W. Walnut Street - Tigard, Oregon
Docket: Conditional Use CU 35-77
•
Request: To locate a restaurant and drive through window in a
C-3 "General Commercial" zone for a .96 acre parcel.
Locatien: S.W. Pacific Hwy. and McKenzie Street (Wash. Co. Tax
Map 281 2BD, Tax Lot 701 )
Applicant: Wendcorp of Portland
. . I . Findings of Fact:
1. The site is designated "Highway Commercial" on the Neigh-
borhood Planning Organization No . 2 Plan and zoned C-3,
General Commercial.
2. In a C-3 zone restaurants and drive-in businesses offering
goods and services directly to customers in parked motor
vehicles requires conditional use permit approval by the
Planning Commission.
3. On November 1, 1977, the Tigard Planning Commission tabled
his request until the applicant submitted a comprehensive
traffic study to include the following:
1. The effects of traffic flow on McKenzie and Pacific Hwy.
• 2. Possible effects of the development on that traffic flow.
3 Alternative proposals for ex3ting and their affect on
the traffic flow,
4 , A solution for traffic flow on McKenzie Street.
II. Staff Findings and Observations:
if •
18 The site is a flat parcel with a vacant building (formerly .
Copeland Lumber Yard) occupying the eastern half of the
property. The applicant is proposing to raze this build-
ing and construct a 2, 300 square foot restaurant with a
drive-through window in the southwestern corner of the lot
and a 3,000 square foot professional building (to be used
as a real estate office) in the southeast corner of the
parcel, Surrounding land use to the east is Floyds Restau-
i rant and an older house; to the south and across Pacific
Highway are David,lons Prostop and Dairy Queen restaurants, •
• as well as the Village Square (retail shops and offices)
to the west is a service station; and to the north a single
it family home and apartments.
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, I
••
STAFF REPORT •
. AGENDA 3.2
TIGARD PLANNING COMMISSION
•
• , January 3, 1978
• Page 2
• 2 -The applicant has contracted the consulting firm of CH2M Hill
,•• to prepare the traffic study as required by the Planning Com- ..:rte,e - '
4 a
mission. The report uses the site as submitted by the applican
at the November 1, 1977 Planning Commission hearing, but has . 1.t,T.
, . modified the driveway approach, by providing separated access
•
arid egress onto Pacific Hwy.
According to the applicant's report, with the present arrange- t .
ment of the proposed buildings on the site "vehicles exiting ;
," the site could rot negotiate the right hand turn without Li
fringing on the second lane, " and entering vehicles would also
restrict the sight distance for exiting vehicles .
3. The applicant has stated in his report, that he has contacted
. Ron Failmezger, Regional Traffic Engineer with. the Oregon
State Highway Division concerning this proposal and that Mr.
Failmezger has reviewed the revised drawing which shows separate
access and egress driveways onto Pacific Highway and that he
concurs that the revised system is safer, providing the left
turn from the site is prohibited by adequate on-site signing.
4 . Staff has also spoken with Mr. Failmezger concerning this
proposal and he has informed staff that his comments concerning
I. the appropriateness of a separate access and egress tor this
site are based on the arrangement of the buildings on the site
plan as submitted. However, Mr. Failmezger has stated that he
. 4 would be receptive to looking at a singular access/egress based
on a tevised site plan.
A single access and egress driveway along Pacific Highway wou3d
be in keeping with the policies of both the Tigard Community
Plan, 1E971 and Policy 21 of the NPO g2 plan which states
In the interest of safety and efficiency, the number of
highway access points must be kept to a minimum. Wherever
possible, businesses on Pacific Highway should be clus-
tered and share common parking facilities and driveways,
• • • • • a
As new development occurs, the number of access points
•.!
should not exceed the numer necessary for property onw,,,,
site traffic circulation and, where possible, should be
combined with access to adjacent businesses,
. .
. . )
Also to be considered, is the future development of Pacific
Highway, to include, additional signalization and landscape
•
• ' median strips that are to funded as a result of Mt. Hood Free-
. way transfer funds. Implicit in this future development pro-
posal is the need to plan for the safety and most efficient
,
, means of accessing and egressing vehicles from those properties
1 . with frontage along Pacific Highway. Therefore, special con-
, sideration should be given to the alignment of the access and
egress of properties facing each other along Pacific Highway.
tk
A
STAFF REPORT
AGENDA 5 .2
* TIGARD PLANNING COMMISSION
January 3 , 1978
Page 3
5. The applicant in his traffic study has concluded that the
additional traffic that would be generated as a direct result .
, A
of the proposed use, will have littleleffectdon'lhe:;traffic
.. . .problem on S.W..;:McKenzie Street if it were to remain one-way :
• or become two-way-,The problem on S.W. McKenzie Street. today,
, is due .to the on-street diagonal parking at the corner of:Fc-"''"J . . '
Kenzie and Pacific. Highway, and that this problem cannot be '
4 . corrected as part of the proposed facility. Widening the stret
would help to improve the existing problem.
Secondly, the is adequate storage for the left turn move, :
into the site From Pacific Highway and a no left turn would
be recommended for traffic egressing the site onto Pacific
Highway.
III. Conclusionary Findings:,
• 1; Staff is not convinced based on' the applicants submitted traf-
fic analysis and revised site plan that a separate access and
and egress drivewaAs are the only means of accomodating the
safe and efficient flow of both on-site and off-site traffic
and that the applicant has failed to show that he addressed
the criteria as stated in Policy 21 of the NPO #2 Plan by pro-
. viding alternative site plans that effectively demonstrate
that a single access/egress. onto Pacific Highway would not
function.
e
2. The existing traffic situation S.W. McKenzie Street can be
•
improved upon through a half-streot improvement. However the
existing .diagonal Parkin4 along S.W.. McKenzie Street will con--
tinue to be a problem until this situation hashbeen *rectified.
IV. Staff Recommendation:
Staff recommends approval the proposed restaurant and drive-thru
window with the following conditions:
1. That only one acceis/egress be permitted along the Pacific High-
41
wat frontage and that the arrangement of the buildingsandton-
site traffic circulation be handled during the design review
• process.
2 . That a half street improvement to local street standards be
made along the S.W. McKenzie Street frontage. No building per-
mits will be issued until construction drawings have been sub-
mitted to the public works department and the necessary bond
filed.
3. That five feet of right-of-way be dedicated along the S.W. Mc-
Xenzie Street frontage.
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4' ,• .
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C(/ . monsw.okkormanvIM.I.....1....4,...................................18.01..........1.
4,.,,' g7
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AFFIDAVIT OF PUBLICATION ,..
--1/„.„--cs,„,
•
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, 0
STATE OF OREGON', ,/,./:',,,, z...1 '..NOTICE'OF,P1.11i1:1C HEAFAINGT,
-,..L.,
COUNT'S! OF WASHINGTON, ss. ' TIGARD PLANNINGCOMMISSIOIT...n
01,7),, !..../i.;;;, January 3:'1978:;.r..,,7:38 P.M,
Fowler Junior High School nn-t.:1Lectt*e_
. , ' 0,(,` .. ,..• „• , •., ,Af,.,„,t.r..,„tp,..,
/,','-' , Room . •!'.: •.,; i'..--•T.i.,..*,',..i.,,
I, ' ".. 'JGsaph--S-ellatex - "4 10865 SW:;.Waliqut'Streetz,— T1ga o`,./;; .
. Oregon.•',..3.:%.,6;•,„.;,'.....'. ...,„,•`„,,,,-?A-„.„:.!;;•11.:. ,,,'',-':; 4,14.;4
being first duly sworn, depose and say that I am the publisher ...... 5, PulitiClItAttiNbs.,,,..:•, .,.ilbc',,'Ji. 4i...
.. ,. •5.1 ZONE, CHANGE'„Ze 27-7:7",', Sttitiwzn,
of The Tigard Times, a newapaper of general circulation', as defined eridge)1NPO 3;''.;:t..,...,-.4,....-'..44P'4'.''„j.:;,...N• '..;4'.'11,"
A request,:by Siorieridge'',Development
.
.. by ORS 193.010 and 193,020, published at Tigard,.in the aforesaid county and
•
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Co.;for,a general'pleb,cin,d-pi9,grant d "i,,e.,:.,,,..
' view,of-.a...t.wo phase Tess en....
; tialicominercial;Nanned'clevelopmenr..
state; that the legal notice, a printed copy of which is hereto annexed, was of an 8.8.acre parcel.:(Wash-:.Co..yax„
. ..
,
, . . Map 2SI,10A,.„Tax.i....Loa'700; 800'eth4
published in the entire issue of said newspaper for ,...L............ successive and Wash,:•CO,.;ITax,ivtalilf31 3DD*t.T 4 4t-i'.:'
.
. .
.. 801, 900;a1.00,„1400,,I500) atid.a'zn
. . consecutive weeks in the following issues - • . . . •
map amendment frOm•R-104, Sxngle,
. .
Deceinber 21, 1977 Family Residential,"'to';•CP'-"Cpmrner-,n. .
•
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.. ,. .........„.......................................„...........14...,Aik,•J.....4, ••A....a.......k.•44........■........••*4........,A+1.11.....,•,•••or.•••••••••...........•.,..* . dal Professional',.,ow.parcefa to.tallkPg, .
, . '35,6 acres;(Wa.siii,':Cti.:'TeX'.Iiiteppt,
.. ,
....... eastr Or
"I ..,..--24.,..i. ,...,.. 3DD,Tax,Lot*800..and the pa
, . '• (Si';ture) tion orraik Lot 1500):''' '? '.;•...,''''4+ ,..'''''.,•'' 'il' ' .
5,2 CONDITIONAL,,USE1:CP:,36•S,,,77:,
.., • . ,, (Wendcorpy Tabled'froriabc411%747:
, Subscribed dad sworn to before me this 22nd , • ,ut,,. ,iLie m Vt.„, ht•et.
day of ,........„ NPO 2 . .". .',........,,ilsr,„. •••;c,c.,..,.,, '''. ..1•„:,--.4)kl, ,
A reqtieseby Wenddorp'of Porband'for.
, .
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. / .1,' .Decet.nber ', 77 a Conditional Use Permit for.wreit'aii.
rint an drive.thrbugh,!.,WincIOWini-,,a,
.., ,,, , „ ;
r (), • 1.1 . . C.3, "General Commercial'Zone,
J0/7 .,..,zfia ,(-/- ,). .,_,. ,. . a.90 acre parcel located•at SW Paelfle.
•,
4 ,i Highway ond SW:11vIcKenzief".„(Waih.
vo b I ij 1,1 !..1 Notary Public a Oregon
.1. ' /.. ,1
* * Tax Map 2S1 2BD,Tax Lot..2011,•
., 1 5.3 CONDITIONA1;USE."?.tf
My coinirOssion,eipire r‘l-n- 191
A request,br lRUANP,HOaEnt co.:c•k'•,:`a,'n.•..d 4..a
at .
,
*.••we...a.............. .......y..,..........,..........imr.... .......... . ........ • -4
-- Healy to locate an tnsutance officeiin •
, a C.3 "General ConiMercial•Zotie",`„at *
,,, ,, 11652 SW Pacific 1-11y,k(Wasia.to.,• X ,
//- ,— ., ,
Map ISI 33CD;TaX Lot;1:400).1, .11. ,: .
5.4 CONDITIONAL USE CU4W7
4,: . (Walker Const CO.).NPO 3?::,:a•10,,g.,:.n '.!
A request by Walker.Constr;CW:fo4 a :
Conditional.Use Permit for ten duplex
u
, nits in a R-100'Single Family Residen
. — 7
, . tial Zone"fOr a 3,28 acre parcel'located 4
,. • on S.114„Grantd.Ave:;!800.feet north of
.
, '',., S.W.Park•St.(WashCii:-Talc.1Y1ap 2S1
. 2CEI,TO;Lots 800>,',.1,,'•, ,...,0...,,,i;••t- v.r,.
5.5;',,,S1,T13DIVISION,c'W.1,2404),%Oggiket
C 0 11 ti t..**:CM 1 NPO-:a,,,,,'1::11:::*1,1';?k,:.1:4*':.1.4''■4,'''' :: 1^
A requ'ARbY Welko:r•Conitructipri
Company fai a,Variance to the Street •,::' tt
, . Standards of.the Subdivision Code tor.
a 3,28 acre parcel.. in a Ruids.1.!Single
. . Farnily'ResicteritialZtme"at 13116 S.W.
Grant (Wash.Co.,Tax.iViap 2S1.,2clIT„ : y
Tax Lot 800).
6. MISCELLANEOUS " '',!•,"itil;!..,:. .7,!. • ; ,
• ,•,in 0 1 NON CONFORMING USE'NC,' 1;.. I,
..
71 (L,R. Davis)NPO.5 ,_:
A request by 1.,,R,Davis to 6at paid upon.
a non-conforming use itt a 1VI-3,"Litnt
industrial Zone' at 7416 S.W.Bonita •
Road(Wash.Co.Tax Map 251 llit.
. Lot 700), . ''' li,"• , .
. All persons havirivan intereglt the. 4
hearing material are Invited to appear
and submit oral and written testimony ,.
or submit written testimoriy,in advat,tc I
. . of the meeting..
. .
TT'3471 — Publish Deo.21, 1017' tl.
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• . . . , , .i. .
Cie 2M
engineers
planners
economists
scientists
•
21 December 1977
P8100. 14
Mr. Jack Lee
Wendcorp of Portland
4800 SW Macadam Avenue
Portland, Oregon
Dear Jack:
Subject: Addenda to letter of 15 December 1977 concerning
traffic study for proposed WENDY'S in Tigard.
This letter will finalize our traffic study for your proposed
WENDY'S in Tigard, Oregon. Several additional concerns have
been covered and the existing traffic counts on McKenzie
have been completed by the City.
The existing traffic count on McKenzie has been increased
substantially. Our preliminary numbers, which were shown
on the drawings, were based on a count made during the
Thanksgiving Day week when there was also a snow storm.
• The estimated existing traffic on McKenzie for 12 :00 to
1 :00 p.m. is 50 vph and for 5:00 to 6:00 p.m. i8 80 vph.
The higher volumes indicate that the existing on-street
street diagonal parking is more of a problem than originally
thought. Additional traffic generated by WENDY'S is a
smaller percentage of the new count and still does not add
to the traffic where the on-street parking occurs.
Separate access and egress driveways onto S.W. Pacific
are shown on the drawings attached to the initial letter.
The original submittal had only one driveway onto
4 • S,W. Pacific. With only one driveway, vehicles exiting
.) the site could not negotiate the right hand turn without
infringing on the second lane. Entering vehicles will
also restrict sight distance for exiting vehicles who must
have a clear view of both lanes of traffic prior to executing
their turn onto the Pacific Highway. Both problems are
solved with the second driveway.
hntland(n(1,0 1INI‘1 11 Markot '■irtg.t 11th 1 ltir, Vottldnd ()won t1-201 )04 224 gni I t1 (III) 4h4411) ( iIth C 112 r111 um I
Mr. Jack Lee
Page 2
21 December 1977
P8100. 14
An existing WENDY'S in Portland has separate access and
egress driveways similiar to the revised drawings and has
been functioning without problems. Ron Failmezger, Regional
Traffic Engineer, with the Oregon State Highway Division has
reviewed the revised drawing and concurs that the revised
system is safer, providing the left turn from the site is
prohibited by adequate on-site signing.
Concern was expressed about the effect of a traffic
signal at the intersection of Walnut and S .W. Pacific.
There is a potential for southbound traffic on S.W. Pacific
to back up during the red phase and block access to the site.
The probability of this .happening will depend on the timing
of the signal and the coordination between the proposed
signal and the existing signal at Main and S.W. Pacific. It
is standard practice to time signals on a street to provide
a smooth flow of traffic. We expect the signal timing at
Walnut will be timed to coordinate with the signal timing
at Main. This will greatly reduce the probability of
S.W. Pacific traffic waiting for the signal at Walnut to
block the entrance to WENDY'S. There is approximately
240 feet between Walnut and the entrance to WENDY'S.
The following table is a summary of the additional traffic
which will be generated by WENDY'S on P W. Pacific north-
bound and southbound and on McKenzie. Traffic volumes for
1976 were projected to 1978 for S.W. Pacific. The numbers
shown are for the alternative of "No Left Turn" and McKenzie
remaining one way.
12 :00 to 5:00 to
1 :00 p.m..
S.W. Pacific N.B. w/o 922 1 , 167
WENDY'S
Volume generated by 39 13
WENDY'S
TOTAL VOLUME (vph) 961 1 , 180
S.W. Pacific S.B. 851 1 ,788
w/o WENDY'S
Volume generated by 56 12
WENDY'S
TOTAL VOLUME (vph) 907 1k800
' 0
Mr. Jack Lee
Page 3
21 December 1977
P8100. 14
McKenzie w/o WENDY'S 50 80
Volume generated by 12 8
WENDY'S
TOTAL VOLUME (vph) i;North) 62 88
of driveway)
•
The volumes generated by WENDY'S shown in the above table
do not agree with the numbers shown on the drawings by
a small percent. This is because some of the business volume
will consist of impulse or transient buyers. Their original
a destination will be somewhere else, but they will stop at
WENDY'S on their way. This traffic is not generated by the
facility at which it stops because it would have been on the
street anyway.
We believe all the concerns expressed by the City of Tigard
have now been addressed. If we can provide any additional
clarification, please call.
Sincerely,
r ,
Robert D. Luke, P.E.
'.1
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CK2M ,,
A, • HILL
' INTERNATIONAL
engineers
. f planners
economists
scientists
4 15 December 1977
P8100. 14.00
J
•
• Mr. Jack Lee ,
Wendcorp of Portland
4800 S .W. Macadam Avenue
Portland, Oregon 97201
• ' Dear Jack:
We have nearly completed our study of the traffic generated
by your proposed WENDYS in Tigard, Oregon. The City of
Tigard is currently determining existing traffic volumes on
S.W,, McKenzie. These numbers will be included in the data
when they become available.
. Because of the minor effect your proposed WENDYS will have
on S.W. McKenzie and the need to submit this study to the
City of Tigard for their consideration, we %ti e sending you
the report now, and will send you the revised data when it
. becomes available.
To evaluate the effect WENDYS will have on existing traffic, '
.► ` we have calculated estimated traffic volumes for three
' conditions for the hours of 12:00 to 1 :00 p.m. and 5:00 to
6 :00 p.m. Volumes were based on data provided by you for a
4 similar facility in San Jose, California. The data was
checked against information contained in a 1976 ITE report
and found to be within the ranges given. The directional
splits were estimated from the data contained in your study
of the primary market area.
The estimated traffic which will be generated by WENDYS is
shown on the attached drawings. Although we have shown
traffic flow with no restrictions, we would recommend a No
Left Turn sign be installed at the edit onto S .W. Pacific
Highway. The drawing of the No Left Turn condition still
shows on vph making a left turn. Even though the move is
•
200 S.W.Market Street,12th Moor, Portland,Oregon 97201 U.S.A. 503/224-9190 Cable:CH2M HILL TELEX:36.0103
Offices: Port of Spain,Trinidad,W.I.;Tehran,Iran;Cairo,Egypt
t
A
Mr. Jack Lee
Page 2
15 December 1977
P8100. 14.00
4
prohibited, there will be a small percentage of drivers who
disregard the sign. The No Left Turn condition will increase
traffic on McKinzie during the 12: 00 to 1 :00 p.m. hour from
1 vph to 12 vph. Because the major concern for traffic on
S.W. McKenzie is due to the on-street diagonal parking at
. ,
the corner of S .W. McKenzie and S .W. Pacific Highway, WENDYS
will have little effect on the traffic problem if McKenzie
remains one-way.
If McKenzie were made two-way, we estimate the volumes would
be increased by 14 vph over the existing volumes during the
12:00 to 1 :00 p.m. hour. With the additional five feet of
right-of-way which you propose to dedicate, a two way street
could be constructed within the forty-five foot right-of-way
if the existing on-street diagonal parking were eliminated.
Your proposed facility will have a minor impact on S .W.
McKenzie whether it remains one-way or is changed to two-
way, and will in fact improve the existing problem by
widening the street. Since the problem on McKenzie is
caused by existing on-street diagonal parking, the problem
cannot be -orrected as part of your proposed facility.
Another concern was felt to be the left-turn move from S .W.
Pacific Highway to WENDYS. There is a driveway entrance on
the south side of S.W. Pacific which is shown on the attached
drawings. Vehicles turning into both driveways at thr.4 same
time will not interfere with each other. This has been
illustrated on an attached drawing. ,
We have assumed that no gaps will exist in the southbound
traffic on S.W. Pacific (a conservative assumption) when the
light at S.W. Pacific and Main is green for S .W. Pacific.
With this assumption, left-turn storage for four vehicles,
or 100 feet, woilld be required. There is approximately 240
feet between Walnut and the entrance to WENDYS .
In summary, we do not feel traffic gencrated by yoar pro-
posed facility will have a significant impact on S .W. McKenzie.
The addiLional right-of-way will help alleviate the existing
pruplem. There is adequate storage for the left turn move
from S.W. Pacific.
,
l•L
Mr. Jack Lee
•
Page 3
15 December 1977
P8100. 14,00
If you have any questions on the above or need any additional
information, do not hesitate to call.
Sincerely,
. '
Robert D. Luke, P.E.
RDL/h
Enclosure
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AFFIDAVIT OF MAILING '
STATE OF OREGON )
County of Washington ) ss.
.. .
. . , City of Tigard )
. .
, • I. A
I, Bonnie Martin, being first duly swern, on oath depose and :
say: i
•
. .
That I am Secretary for the Planning Department for
. the City of Tigard, Oregon
• 1
, .
,• That I served notice of hearing of the Tigard Plan-
,
ning Commission
of which the attached is a copy (Marked Exhibit A) upon each of
the .ollowing named persons on the t;?k5:,,,,L4e day of
• S . ' 2-7-1.4e,ti , 1971_, by mailing to each of—them at the
• •• a ress shown on the attached list (Marked Exhibit B) , said notice
as hereto attached, derosted in the United States Mail on the i
day of lie , ,,,t../ , 1977 , postage prepaid.
1 •6 1
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. ... Subscribed and sworn to before me on the ca-3 P D day of s,
1971 . .,
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": 01
'Notart Public of Oregon h
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My coMmi88ion expires! 4 / co i et. i
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TIGARD CITY OF TIGARD
P,O, Box 23397
12420 S,W, Main, Tigard, Oregon 97223
Dear Property Owner:
• *
The a&enda enclosed for the next meeting of Ihc Gcnwi _ ,1110
an item (circled in red) which, due tc its lotAiGu .vdju(:ent property own: t.1
cupieJ by you) or due to your previou. , Indic,itod l.eret the Ci)v
• gated to notify youu
. .
It you wish to make your % lows bnown in tilt , - ttLr, or it you wily 1,71..h to 1, 11 ,
yourc,lf of this opportunity to be infortid esu I g this proiect , the Titri
Planning Commission invite,, you to attend tbL pc ; t11:r.,
•
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AGENDA
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TIGARD PLANNING COMMISSION
January 3, 197 • 730 PM
&vier Junior High School - Lecture Room
10865 SW Walnut Street - Tigard, Oregon
. .
1, Call to Order:
0 ,
2. Roll Call:
•, ,
'), Approval of Minutes:
, ,
•. ,.... Communications:
3 Public Hearings?
4
A Staff Report
B Applicant s Presentation
, .
. . . C Public Testimony:
..
a Proponent's
. .
. . . 1::) Opponent's
c Cross-examination
■ P .
.
D Staff Recommendation
a Staff
.' 1
b. Cross examination
,.
E. Commission Discussion and Action
5 1 ZONE CHANGE ZC 27-'0 (Stoneridge) NPO i .
. )
. 1. A request by Stoneridge Development. Co. foi a ginctal plan and program
review of a two phase residential/commere,ial plavaed development or an
8.8 acre parcel (Wash Co Tax Mao 2S1. 10A, Tax Lots NO, 800, and 14,1, b,
Co Tax Map 251 3DD, Tax Lots 801 , 900, 1100, 100, 1500) and a vont! ;,tp
amendment front R.10, "Single Family Residential", to CP "C,ir:itcycial P1%-
fessional" on parcels totaling 35 6 acres (Wash. Co Tax Map 251 iDD.
s Tax Lot 90() and the eastern portion of Tax Lot 1500)
5 2 C NDITIONAL USE CU 3577 (Wendcorp) Tabled from PC 11/1/7/ NPO
,
' A request by Wendcorp of Portland for a Conditi(nal Usf, Pelodt fot a
restaurant and drive through window in a C- 3, "Genital COMPAL Lal Zw , "
Is,
i tor a 96 acre parcel located at SW Pacific 1110w ay and SW Mcl<f.n,fi
(Wash Co. Tax Map 251 2BD, Tax Lot 201)
5 3 CONDITIONAL USE CU 42.7/ (Hancock/Healy) NPO
A request. by Paul Hancock and Pat Healy to locate an insura,,,i off let:
in a C-3 "General Commercial Zone" at 11652 SW Pa tile Hwy. (WIt-11, C('
, .
tax Map 151 36CD, Tax Lot 1400)
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AGENDA
TIGARD PLANNING COMMISSION
January 3, 1978
Page 2
5.4 CONDITIONAL USE CU 41-77 (Walker Const. Co. ) NPO 3
A request by Walker Const. Co. for a ConditIonal Use Permit for ten
duplex units in a R-10, "Single Family Residential Zone" for a 3.28
acre parcel located on S.W. Grant Ave. , 300 feet north of S.W. Park
St (rash, Co. Tax Map 2S1 2CB, Tax Lots 800) .
5.5 SUBDIVISION V 12-77 (Walker Const. Co. ) NPO 3
A request by Walker Construction Company for a Variance to the Street
Standards of the Subdivision Code for a 3.28 acre parcel in a R-lO,
"Single Family Residential Zone" at 13115 S.W. Grant (Wash. Co. Tax
Map 2S1 2CB, Tax Lot 800).
•
I " 6. MISCELLANEOUS
6.1 NONCONFORMING USE NCU 1-77 (L. R. Davis) NPO 5
A request by L. R. Davis to expand upon a non-conforming use in a M-3,
"Light Industrial Zone" at 7415 S.W. Bonita Road (Wash. Co. Tax Map
251 12A, Tax Lot 700).
All persons having an interest it the hearing material are invited to appear and
submit oral and written testimony or submit written testimony in advance of the
meeting
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BY ATTN SUTTON. J.,RIO 54 BFLA:..A"PC�iTLAN _SORHD7 5 p C-3 ` A- 11 :-623:Ca565 RICH EW C 9OREGO ',t /,- - 1 ..i
• A-21135-:SOC TIGARD COMMUNITY METHC1d5T 4.17AC 9585 SW FREWING COURT TIGAA OREGON - 223
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A-Al'135 22200 MOELLMAN. JAMES 8!4X)1+ lI A 51290 61.700 3.730 25.400 .22AC BY AVERHOEF,HELEN 5735 SI EWING Al. RD. •-EGON
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AA-21135-2300 CONNELLY. HENRY H 669-0206 >51250 27.000 175.300 202.300 I.O'a^JIC P 0 BOX 23552 TIGARD.OR 97 3 •
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s - _ __ .,AR_; ^SG -• •TZ
• •
TIGAnis CITY OF TIGARD Novi
P.O. Box 2397
12420 S.W. Main OF
Tigard,Oregon 97223 •
November 7, 1977
Wendcorp of Portland
4800 S.W. Macadam
Suite 208
Portland, Oregon 97201
Re: Conditional Use 35-77
Attention: Jack Lee, President
Please be advised that the Tigard Planning Commission at their regt-
. lar meeting of November 1, 1977 tabled your request for a conditional
use permit for a restaurant and drive-through window in a C-3, Gen-
eral Commercial, zone for a .96 acre parcel located at S.W. Pacific
Highway and S .W. McKenzie until the applicants present a comprehen-
sive traffic study to inc tide:
1. The effects of traffic on S.W. McKenzie
2. Possible effects of the development on that traffic flow
3. Alternate proposals for exiting and their effect on the
traffic flow
4 . A solution for traffic flow on McKenzie Street.
Sincerely,
.e.) 0 11/V1d OA A
John Laws
Associate Planner
- jIJ/jh
tnolosure
Note: The following acknowledgment must be received by the City of
)1 Tigard within fourteen (14) days of your receipt of this let-
ter. railure to return this acknowledgment may result irt ac-
tion by the City of Tigard. 1
,'
. . ,
Wendcorp of Portland
• CU 35-77
November 7 , 1977
. , Page 2
• I hereby acknowledge this letter documenting the action of the Tigard
Planning Commission. I have received and read this letter.
. • ///122_
•
• Signatufb „ /7--- Date •
t..//
•
•
I •
I •
•
•
•
•
0 0 • I
Y'
t IT p� 1�iING COMMISSI01 ''y
' AA FFIDA �1 OF U��»f �� Q bet l��1N977; 7:hoo.m;,.,;
y' M ,,owleo Junion,HiK Sc �;Lecture'
owl '''di ik.l'M r ti,4`, Qw�..re.g':',. :�.r i
W�slain tt Strcef 'Tigard;'
, ., STATE Or OREGON, ss. „s$fi5 S. - .� ,r' ' e���ti yrt.'rFr u�ayt�
t COUNTY OF WASHINGTON, Ori gvn : o�5 i „�:7;h,,.% ti
r 4s
5i Public"Heariiiiis4�'"" •, °v*C. tAc
5,1 Zone,ChangetZe.334,1,( Y )c.
T J asap »... .» .d.»».»..»._ n.NP0,4',4,e,,.>v�:,,.. '„4;far; nne
' +A request by�C'arl Hectert
being first duly sworn, depose and say that I am the publisher.. ....-...- �... map amendma;rit'to change thexontng
designation.`from.Washington County.
of The'Tigard Times, a newspaper of general circulation, as defined onirig,Rtt to City cf Tigard zoning,
» 0•P, Commercia l.Professional" for':a
by ORS 193,010 and 193,0x0, published a` Tigard, in the aforesaid county and " adze parcel:AL 7035 S W.rHarnpton'
that the legal notice, a printed copy of which is hereto annexed, was Street(Wash.Co,Tax Map
?51 IAC,
state, Tax Lot 1100) 1' Caffall)
5;2 Zone Change ZC 34.7'
published in the entire issue°f said newspaper 1 for...w.....»» successive and rc� .,
A requestby�R.H.Caftan'for a zone
» """" map amendment to change the zoning
consecutive weeks in the following issues »» designation from Washington County
4c'hQ-^ 26 r ��77. - ----,» Zoning RU-4,tmCity of Tigard Zoning
w..+r.•.H..».M»......,..w.+w+.w.•........+�...a...+�........r++.M+,w.W.w.»a,...0».r».�»..�.
o.`` »»..... "12.7,Single Family Residential"for a. .
�,,,t�:f,t+i,,,, , fr' 1,58 acre parcel at the north side.'of
,,.�\", ; ; "»" ""'~ ( ipna e 100th Street between Ash and.Nicbon4 .
.' a1d(Wash..toaTax Map.2S1 2CD,Tax
C ("�' :+ �'. 2nd day of.» ...... Lot 3100) °:^«,'4: • .' , , ,.
tr+'� cr�tied and'¢worn to before me this......... - -~' 5.3 Zone,Change ZC 35.7`t(Halver.
. �ui� son)-�NPC.Z' - �", J •,
r i Ri )��' ,► . 77 l 'A request by W:.12«Halverson for a'�'
, 'nv ember. • 19.» zone map,amendment to change.the
.,�� •1 zoning designation from Washington
�,,/,��.,' �5 p c y @$off.,.... County Zoning.RS-1 to City of Tigard'1
t'r, I t., tl't ,��'` ;Zoning; "R-7.-Single Pamily�Residen»
''/1uiminoiluo` fiat"for parcels totalling 11.91 acres at
1gq 12555 S.W.Summercrest Drive(Wash,
My commission expires •»» ......�. Co,Tax Map.151 34C13.0 Tri Pots,200', ,
201,202,203,204) ..,r„,,•y. „,,
5,4 Zone Change ZC 36.77,('Western '•
Racquet Club}-,•-NPO it . p »;`. i,
A request.by Ron More of Western
Racquet Club for'a preliniinary"Plan
" and program review of an.industrial. '
planned development in a M-3, L ight `.!
, Industrial,and c.-3„General Comtnor« •
cie.l, zone of.parcels„totalling 22.75
are at Garden Place tind.S.W,Pacific '
1 Highway(Wash.Co.Tax Map 251.1135,
Tax Lots 200,300;800,1100,1101,1200,�1,, and the southern portion of Lot 900)
5,5 Conditional Use CU 37('Tigard f•
s: Itigli School) NPO 6" 17 1•;
A request by School District No.23J
for a conditional.use permit for addl.
ttonai classrooms'in a.."1140;:;.Single
family Residential"zone at 9000.S.W.
Durham Road(Wash.Ca.-Tax.Mrp.2. t
14A,Tax Lots w,1,00'19x.'200,.'1102;.1201)+.)
= 5,0 Conditioual,�he CU'32-TI(Tem,I. '
1 pieton Elementary+SChtlol)--'NPO 6.
A request by'School,District,llo.'23J
f for a.conditional�'use'permit.fox a neW j
, physical education facility at 4500 S.W.
Murdock(Wash.'CO.Tax Map.VI`1.1A,
Tax Lout 2901.3011).: !.+.i.,o.,„+,..�,.
SI''Conditional U5 CU'28"7(Jens .
kl0uste)t ,r 1V�'p'5`•'1 °�,, W'•;'�„
r A S�egtiesCby�aens:liouslcy�fora con
`dittonat itse permttfot a printing fadii- ',A-,
ty in a"M-4,Industrial Park Planned ,
�_ Development'"•'done at the northeast l�
i corner of S.W.-yarns Road and S,W. t ,'.
72nd Avenue(Wash.Co.Tax Mai)281
ID,TeX Lot 900)A., . 's 4.,
5.d Conditional-Use CU 3041(Macy ! 1,
. a 1�O'l3rier!for a eon• i�?`t fora hair design ' t.:'.salon to a Co.4', Commercial Profes«
sional,znne for a.25 acre parcel located
at 118l15 S.W Greenbu'rg,Road(Wash.
U.Tax Map 251 2AA,Tax tots 1200,
5.0 Conditional Use CU 39-77(Tigard
Asseiiibly of t;od Church)•--.NPO 3
A retluest by`Tigard Assembly+of God
Church for af ebndltional use permit for
a parking tot/tennis•basiretbail faculty .
It a R«10, Single Family Residential, .
zone for parcels totalling.83 acres_at.-„'
' 11265 S.W.Claarde Street(Waslt«'Co,
''Tax Map 2S13bC,'Tax Lots.1400,1600,
1600,1700) �- .,..
5.10 Conditional (.f;tCl.i 3577
.(Wendcorp)-u NPO 2 �•._..-..,. `.
A regueat by,.Wendcorp of Portland
or a coliilttlodal`usir petit-rot-it tea.
tauratit and drivesthrgugh Window in
a C r General Commercial,tone for a
.00 acre parcel located at S.W.Pacifle
t Highway and S.W.,McKenzie(Wash, o
Co.'Tax Highway., 2S1 28b,`fait Lot,7,,,o,.1,.),..,,,,, i
SAL Conditional Use 01133.7(Tar. 1
,. om
art N . k �_
r o
MINUTES
TIGARD PLANNING COMMISSION
November 1, 1977
Page 13
o Wood clarified that the conditional use did not in-
clude lighting for the purpose of nighttime use...of the
facility.
The motion was approved by unanimous voice vote.
5 .10 Conditional UWCU 35-71 (Wendcorp)
A request by Wendcorp of Portland for a conditional use per-
. mit for a restaurant and drive-through window in a C-3, Gen-
, eral Commercial, zone for a .96 acre p:rircel located at 8 .W,
Pacific Highway and S.W. McKenzie (Wash. Co. Tax Map 251
2BD, Tax Lot 701)
•
A. Staff Report:
Read by Laws
o Staff presented a late addition to the market analysis.
B. Applicant's Presentation:
Denton Holmes, applicant's representative, narrated a
slide presentation depicting the market analysis, archi-
tecture, and landscaping.
o jack Lee, representing Wendy's, addressed the need
for another fast food restaurant and stated that
Wendy's would create their own market, employing 40
to 50 people.
C. Public Testimony:
I o Bill Manning, responsible for the market analysis,
r ,
• offered to answer questions.
o
D. Staff Recommendation:
Staff asked that the recommendation for denail be de-
leted and that the matter be tabled until the itatus of
S.W. McKenzie had been determined by the City Council or
. .
MINUTES
TIGARD PLANNING COMMISSION
November 1, 1977
Page 14
If the Commission elects not to deny the request as re-
•
commended, staff recommends that the request be tabled
to allow resolution of the status of McKenzie Street.
. If the Commission elects to approve the request, staff
recommends that:
1. A half street improvement to local street standards •
• be made along the McKenzie Street frontage. No
building permits will be issued until construction
. drawings have been submitted to the public works de-
partment and the necessary bond filed.
2. Five feet dedicati( n of right-( .---way be provided
along the McKenzie Street frontage.
3. The site plan be amended to decrease the vast amount
of asphalt as shown and the applicant explore the
possibility of grouping the proposed uses (restau-
roit and professional office) .
E. Commission Discussion:
o Popp agreed with the tabling because of the traffic
problem on S.W. McKenzie.
•
o Tepedino expressed concern on traffIc generation and
pedestrian safety.
o Staff stated that these questions should be resolved.
0
• - " o Brian expressed concern over a possible stack-up of
cars trying to enter the highway.
o Wood requested that a comprehensive traffic analysis
be done before further deliberation.
Wood moved and Goldbach seconded to table until the ap-
plicants could present a comprehensive traffic study to
include:
1. The effects of traffic on S .W. McKenzie
2, Possible effects of the development on that traffic
flow
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DRAWING IS LESS CLEAR THAN
•
..
! . ,
• Y T IS NOTICE T IS DUE- TO THE
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•
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1
1. .
. .
i
N . .
MINUTES
TIGARD PLANNING COMMISSION
• November 1, 1977
, , . Page 15
.
3. Alternate proposals for exiting and their effect on
the traffic flow .
4 . A solution for traffic flow on McKenzie Street.
. The motion was carried seven to one, with Corliss dis-
senting.
.. .. . .
5.11 Conditional Use CU 33-77 (Tarbell Company)
A request by Tarbell Company for a conditional use permit to
exceed the building height requirement in a C-3, General Com-
,
mercial, zone for a 1.47 acre parcel located at S.W. Shady
Lane near S.W. Greenburg Road (Wash. Co. Tax Wip 1S1 3513,
Tax Lot 205)
A. Staff Report:
. .
Read by Laws
, . .
B. Applicant's Presentation:
Phil McCurdy, project architect, presented the p'roposal
and outlined the need for increased height.
. .
C. Public Testimony: ,
r . o Staff read a letter from Donald C. Burdick into the
record.
D. Staff' Recommendation:
• ..
Based on findings of fact and conclusionaty findings,
staf:err:::::: ::::::ledwiul:h:ollrou::::::::::::::
1. A half street improvement to local street standards
• be made on the S.W. Shady Lane frontage. No building
•' III
have been submitted to the public works department
and the necessary bond filed.
t. Commission Discussion:
•••
0
Wood moved and Moore seconded for approval based on staff
findings and with staff recommendation. ,
The motion was approved by unanimous voice vote.
. .
. ,
•
•
„
STAFF REPORT
AGENDA 5 . 10
0 TIGARD PLANNING COMMISSION
November 1, 1977 - 7 :30 p.m.
Fowler Junior High School - Lecture Room
10865 S .W. Walnut Street - Tigard, Oregon
•
1 Docket: Conditional Use CU 35-77
Request: For a restaurant and drive-through window in a C-3 , General
Commercial, zone for a .96 acre parcel
Location: S.W. McKenzie Street and Pacific Highway (Wash. Co. Tax
Map 2S1 2BC, Tax Lot 701)
Applicant: Wendcorp of Portland
• I. Findings of Fact:
•
1. The site is designated "Highway Commercial" on the Neighbor-
hood Planning Organization No, 2 Plan and zoned C-3, Gen-
eral Commercial.
2 . In a C-3 zone restaurants and drive-in businesses offering
goods and services directly to customers in parked motor ve-
hicles requires conditional use permit approval by the Plan-
fling Commission.
II. Staff Observations:
• 1. The site is a flat parcel with a vacant building (formerly •
Copeland Lumber Yard) occupying the eastern half of the
property. The applicant is proposing to raze this build-
ing and construct a 2,300 square foot restaurant with a
drive-through window in the southwestern corner of the lot
• and a 3,000 square foot professional building (to be used
as a real estate office) in the southeast corner of the
parcel. Surrounding land use to the east is loloyds Restau-
rant and an older house; to the south and across Pacific
Highway are Davidsons Frostop and Dairy Queen restaurants,
as well as the Village Square (retail shops and offices) ;
to the west is a service station; and to the north a single
family home and apartments.
•
4 )
2 . The applicant has submitted a market analysis which identi-
Lies restaurant demand within a two mile radius. Unfortun-
ately, this analysis stops short at this initial point and
does not proceed to complete the work by distributing this
■_ demand among the 48 restaurants which staff has counted
It within the identified market area. In order to establish a
•
STAFF REPORT
AGENDA 5. 10
TIGARD PLANNING COMMISSION
November 1, 1977
Page 2
'"N community need for the proposed restaurant, the applicant
must snow that there is a greater demand than can be served
by the existing 48 restaurants, justifying the need for a
49th.
• •
3. Access/egress to the site is being proposed from two loca-
tions. The southern access (from Pacific Highway) will be •
approximately within the center of the parcel. The appli-
cant is proposing to close the two existing curb cuts at
P the east and west ends of the parcel and provide one cen-
trally located access point. The second access is proposed
off S.W. McKenzie Street in the northeast corner of the
lot. McKenzie is currently one way (northbound traffic
only) and in substandard condition, as well as lacking the
necessary right-of-way as required by the NPO 2 Plan.
4 . Staff has contacted the Department of Environmental Quality
• with regard to the applicant's submitted documentation on
the effects of the carbon monoxide emissions that would oc-
cur as a result of the proposed uses. Their findings were
that the report was in order and correctly done and.. that
the use would not exceed air quality standards in and of
itself but will be "allocating additional emissions into
the air shed which is not in the best interests of air
quality. "
5 . The Oregon State Highway Division has quested that the
applicant submit a drainage plan for the site and that
• there not be a substantial change in the time of peak flow
during storm periods.
III. Conclusionary Findings:
1. The applicant has the responsibility of carrying the "bur-
, '
den of proof" that a community need exists. The defective
market analysis does not carry this burden for the applicant,
• and staff finds that a community need has not been demon-
, strated as a justification of the proposed use.
This issue is especially pertinent due to the proliferation
of restaurants along Pacific Highway. A few years ago the
Planning Commission found it necessary to restrict the num-
ber of gas stations along the highway because of overbuild-
ing of this single business.
STAFF REPORT
AGENDA 5. 10 •
TIGARD PLANNING COMMISSION
November 1, 1977
Page 3
The east side of Portland has already experienced this over-
response to the market, and some restaurants have already
gone out of business. For example, there is a Burger Chef
near 122nd which is now a nursery supply house, and a Mr.
Donut stands vacant across the street. It is, therefore,
essential that the placement of additional restaurants in •
Tigard be capable of meeting the test of community need, to •
avoid the overbuilding of this type of use.
2. Staff finds that the proposed use would require two access
points (McKenzie and Pacific Highway) , necessitating a two-
way street on McKenzie. Staff has recently been contacted
•
by some of the property owners adjacent McKenzie who are
not disposed to the idea, of permitting two-way traffic.
Therefore, the Commission should seek to resolve this is-
- sue by proposing a traffic pattern that will help amelio-
. . rate what is now a poor situation and facward their recom-
mendation to the City Council for their consideration.
IV. Staff Recommendation:
Because the applicant has not fulfilled the requirementho
show that a community need exists for a restaurant at the pro-
posed location, staff recommends that the request be denied. •
If the Commission elects not to deny the request as recommended, •
staff recommends that the request be tabled to allow resolution
of the status of McKenzie Street.
If the Commission elects to approve the request, staff recom-
mends that:
1. A half street improvemen., to local street standards be made
along the McKenzie Street frontage. No building permits
' 4 will be issued until construction drawings have been slab-
, mitted to the public works department and the necessary
bond filed.
)r 2 , rive feet dedication of right-of-way be provided along the
McKenzie street frontage.
3. The site plan be amended to decrease the vast amount of
asphalt as shown and the applicant explore the possibility
0 of grouping the proposed uses (restaurant and professional
office) .
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AFFIDAVIT OF PUBLICATION '-NoTICE OF PIA3LIC`1-1EARINd.'':14 • '•
'fIGARD PLANNING COMMISSION '', •
,.•-••, ,
,,i •• Novernber 11977•1.'7:30 P.M.'
,,
• STATE OF OREGON, 1 ":,_. '\,,,,Fowler Junior-High School.- Lecture.: "
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• Ss. Room ' . • -' , 4 , .
, COUNTY OF WASHINGTON, . .. ,
10865 SW Walnut Street 4 Tigard,Ore .
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gon . - '411•, ,', '1•7..^,1 - 1 • • :'
. . . • •:-,.•',, ,,,, It
. , I, ......................41o.sepb.....achale.r . ,
• 5.Public Hearingsz•
, , 5.1 Zone-Char,ge ZC 36-77(Western- '.
. '■ being first duly sworn, depose and say that I. am the publisher . Racquet Club),NPO 5 ..,!,, . .
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. . . A request by I ton More of.Western • .
, .,,, , ....................... of The Tigard Times, a newspaper of general circulation, as defined Racquet Club for a preliminary plan-.
•, , and prograrn.review of au industriat.
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''' • by ORS 193.010 and 193.020, published at Tigard, in the aforesaid county and . planned development in a-M-3,' Light::
industrial,and C-3,.General.Cornritergi. •
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• state; that the legal notice, a printed copy of which is hereto annexed, was dal zone,of parcels totaling 22.75 acres: . .
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'at Garden'Place and SW Pacific High,77 ,. .
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published in the entire issue of said newspaper for .4-1
...- successive and way(Wash,Co.Tax Map 2S1 1BB,
Lots 200,30%800,1100,1101,1200,,an&
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. the southern portion'of lot 400.) • -, :
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• . ., consecutive weeks in the following issues .. 5. 2 Conditional.Use CU 36-77(Mary-, • ,..•
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. • October 19, 1977 O'Brien) NPO,2:1;,...-,,,,,„ ,..,,-(,.,;'-'. t .:, -•,,• ; ,si
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4 A request by Mary:Otiriert for a con— • •.
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. .. .01W:ii' 1, ditional use permit for a hair design., •
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v.., •,.. , , ,-,„ ...______ ... _. 1.... ...i4e,-...•it-/ ......... s.alon• in. a CT; Commercial Profep
or ! I ,, ',.,
--k ign4 re)
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. . • • 0 . " ,,, . sional zone,for a,25 acre parcetlocated,•:.•
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/' at 11895 SW Greenburg,Road. (Wash. , :••:,„
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„Itrbs5ribed and tworri to before me this 2ist co.Tax'Map'2S1 2AA, Tax Lots 1200
, •
' day of -,i.
1 1. t•); .: i
, , , - 5.3 Conditionit1 Use CU 34-77(Tigard L .,
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‘... I 1 .1 0 C t 0 bseB 77 Assembly off GoWChurch)1003.:.' ''• ",
•-...i ,••
cy
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• A requestby.Tigard Assembly of God,
, ,. •• • •,.. % • k
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iii ,V, '■,, „ ') Church for a conditiOnal use permit for , • •
'„ /.1,,,,, t,.1 .
' ": ' 1,. '' ...0 f.0 'itt*, ,
a parking lot/tennis-basketball facility
. ,`• '/Jinielii.,111‘
dio• . ' ' of Oregon in a R-10, Single' Family Residential • —
: zone, for parcels totaling .83 acres at
. 1265 SW-Gaardo,Street (Wash. Co,• : ••
• My commission expires .DEQUALL.,) \6 19:6
j • . Tax Map.2S1,30C,Tax Lots 1400, 1500, •7.
. . 1600, & 1700.) , ,' . , • ,,, : 1'
014.1m0. 1•011.1..11.1■WIAMMV0011001.1•1111,0111..“0.11softieWmelmwv•••■
V . .. . ,. .
5A Conditional'U CU 35-77 end- '
corp)NPO 2'7'. ' ,. , ' .•
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A request.bY,Wendcorp of Portland .' .
for a,conditional use.permit for a res.; , ..
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tnurant.and,drive through,window in
'a C-3,General Oommercial zone,for a 7. •,,t .',
.96 ate,parceP•lecated at SW Pacific*
.,
I:. Highway,anth:SW,,Meltenzie..(Vitlfit#4, )%
4004': Co.Tax Ma0S1':2BD,.'Tax,Lot 700.,?,.,
I
5.5 Conditional,Use CU3347 (Tar- ;
- • L. '..,bell.Company)-INPO
•,4. i, „ A request by,Tarbeli.Company for ir'....-
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conditional use permit to ekcede- Ow',
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I, building light.requirement in a C4„; .,I
, , Gdneral:eornittercial;zone for a L471,', ..•.,
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* . , acre parceidocated at SW Shady Land,:'••.• i •
near SW:Greenbitrg•Road(Wash. Co;''
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- Tax Mali”1Str3tilt,Tax Lot:205), „„;•,,,,,,t,i4; , .; •
: • • ' •Alt perioni having:ariititerest in the ''''
'
hearing.matter•are invited to'appear-
„ and submit oral and Written testirnony,;
or submit written teStiratotlY in achttirtect
7F,
of the meeting.
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• ' . '' ',..;*•'''..4. - " .P-,,,,! !•:* 4•
••' . ! ,(rr.3408,-,,?uhlish Oct, 19, 1077)". , .., ,;;,. •
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AFFIDAVIT OF MAILING ,
STATE OF OREGON
County of Washington ) ss. •
City of Tigard
I , Judith A. Heise, being first duly sworn, on oath
depose and say:
• That I am Secretary for the Planning Department
• for the City of Tigard, Oregon .
That I served notice of hearing of the Tigard
Planning Commission
of which the attached is a copy (Marked Exhibit A) upon
each of the following named persons on the day
of (9, 4.344))..,4,?1_,. 1970., by mailing to each of them at
the address shown on the attached list (Market Exhibit
• B), said notice as hereto attached, deposited in the
United States Mail on the day of
3.97.2, postage prepaid .
Subscribed and sworn to before me on this ca I,ST day
of Our°rs , 197'1. JH
• NOLUX/01
KO1 Public, of Oregon
My commission expires: 11diiIci • y ,
•
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TIGARD CITY OF TIGARD
P. O. Box 23557
12420 S, W. Main
Tigard, Oregon 97223
Dear Property Owner:
The agenda enclosed for the next meeting of the Tigard Planning
Commission includes an item (circled in red) which, due to its
location adjacent property owned or occupied by you, or due to
your previously indicated interest, the City feels obligated to
notify you
If you wish to make your views known in this matter, or if you
% only wish to avail yourself of this opportunity to be informed
concerning this project, The Tigard Planning Commission invites
you to attend this meeting.
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t k.111 1 I f r,” W.ish;r.W`°,.,..,ti Com.ty Zuni ,;.:, RU-,:i. Lo Ci ty of Tip,a i 41 44,,,,,,1 q. .".,..P„ (__..
,.. • . . It la'. -P1;0 ft ..,.,,,i,1(Alai” for a .4 ac.r e2. parcc.1 at 7045 S W llatlitoi ,n,. (:, f-t WA.
C*,t f,.....,.. Mdp .!S1 JA( , lax tot 1100)
„,,,r.;,_i_ 4c :,,,.7 ) (cat LI! I 4 NP4.) i •
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Ly V II k,,a t i 4.1 1 I 1 )L 1,4 .'litit,., litit) atia,.ildniOn,I, t”) Ci!il-pge Oh ,,,,,,,Alit,t; t,I,
• W A ,low,...01,11, Count y Zoo.in RP• a to City of Til,ard Zoning "1i, i, sioey
ft1".:, J I C' P J ':'Yr I I 1,A.1 " for a 1 '10 .1i i t park c l a t L c not a, Att,.. of 100th St I-, . I. .
1.1,,nal fi t Wah Co Ta.-,: Map 2S.1 2CD, lax La f 3100)
.
•', i.o ., 0-1.L...: Z(. i',. 0 01a1 1...t.!,,on)
• A !c.t1,4o,r -,t- IN 'IN R !.1(.-211.( lson tol a .,''o!'w Imp atand11 a1 H, c11,..11,,..„ L1 - 1 ,,.-,
, It • 1 .'t 'J;! i ,t, i ' %, Wash!nt,,t on. Count y ?ottitw RS- 1 to (",11.•), of I Zot,i rip,' "14-
t il '1•.;i, ,'..! '7 i',, 4 r J.d t,'tt t..i, 1" 1w patC(2,I S to ta I 1 it-4; ,-•-i„01 ac r 'S' a t 12 5"i
„::•‘ ...,,, lz. . ., ,0 , vt (Wash. Co. lax Map 1,S1 340, Tax Lots 200, 101, ,W1
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. k ' AGENDA
flOARD PLANNING COMMISSION
November 1, 1977
Page 2
5,4 Zone Change ZC 36-77 (Western Racquet Club) NPO 5
A request by Ron More of Western Racquet Club for a preliminary plan and pr ,
gram review of an industrial planned development in a M-3, Light Industrial ,
and C-3, General Commercial, zone of parcels totalling 22.75 acres at Ga. dim
Place and S W Pacific Highway (Wash Co, Tax Map 2S1 1BB, Tax Lots 200, 300,
800, 1100, 1101, 1200, and the southern portion of Lot 400)
• 5.5 Conditional Use CU 31.77 (Tigard High School) NPO -
A request by School District No. 231 for a conditional use permit for ad-
ditional classrooms in a "R-30, Single Family Residential" zone at 9000 S W
Durham Road (Wash. Co, Tax Map 2S1 14A, Tax Lots 100, 101, 200, 1102, 1201)
6 Conditional Use Cu 32-77 (Templeton Elementary School) NPO
•
A request by School District No, 23J for a conditional use permit for a new
physical education facility at 9500 S W, Murdock (Wash. Co. Tax Map 23:1 I1A,
Tax Lots 2901, 3011)
0 ,
Conditional Use CU 28-77 (Jens Housley) NPO •
A request by Jens Housley for a conditional use permit for a printing facility
in a "M-q, Industrial Park Planned Development" zone at the northeast come..
of S.W. Varns Road and S .W. 72nd Avenue (Wash. Co. Tax Map 2S1 ID, Tax Lot
900)
5.8 Conditional Use CU 36-77 (Mary O'Brien) NPO 2
•
A request by Mary O'Brien for a conditional use permit r a hair design sal“n
in a C-P$ Commercial Professional, zone for a .25 acre parcel located at 11895
S W. Grcenburg Road (Wash Co. Tax Map 231 2AA, Tax Lots 1200, 1500)
5 9 Conditional Use CU 3477 (Tigard Assembly of God Church) NPO 3
-) ,
A request by Tigard Assembly of God Church for a conditional use permit for a
• parking lot/tennis-basketbal) facility in a R-10, Single Family Residential ,
Zone for parcels totalling .83 acres at 11265 S W Gaarde Street (Wash. Co.
Tax Map 2S1 3DC, Tax Lots 1400, 1500, 1600, 1700)
1 . 6.10 Conditional Use CU 35-77 (Wendcorp) NPO
A request by Wendcorp of Portland for a conditional use permit for a testau,
tat t and drive through window in a C 3, General Commercial, zone for a .96
•
aere parcel located at S W Pacific Highway and S W McKenzie (Wash 09. ra
Map 231 2BD, Tax Lot 701)
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' T1(AOD PLANNING COMMISSION
Y, Thur 1 , 1c.,'7
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. 11 OumdItlor91 Use CU 33 77 (Torbm1 ] Company) TWO 2
A reg»eat by Tarbell Company for o conditional use permit to exceed the bu\hd'
in8 height requirement in w C^3, Q,nero/ Commercial, noom for a 1.47 acre pa,-
, col located at 8 W Shady lane near S W Greeoburg Road (Wash Cu Tax Mrlp �`
181 39B, Tax Lot 205)
.
•.`� - Other Business:
`
'. / Adjournment •
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• • nillUMWEIVIUMMIPINIMMILMIMPUIMMINMIMMUMMIMIUMIEW ‘11.1.1.111.4.11.1.111.10.111MMIMUMI M11■10111111■1111MANNIMINNIPMMI=IMMMISli
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'tee
Octobor 17, 1977
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Lr. 21.1vE),ony Ce.orgo
Dal.wrtraont o2 1141vironwontal Quality
1234 ;,:lorrioon :,,Jtreut • •
l'ort115.101,„ Oragoq 97'4,.05
is.an,yg
. por (Jug today, I 3,i' oncilosimr the
1CL narr(.ttivo of Wevz,l,clor„) f:o12 your. rovicv
VOU t..10111( 'iota 4L ItU IZ TuociCio,y, Ocit.ob‘317
3`i, 1977, it ,.,-/ou10, Too rirL,L1+0,„!
•
I I c...n 1,w. of ..12urth(lr aswautancor ploaoci do not aeoitate
oa,11 639-4171.
SiniJortAy,
riaws
Aot3oolato i'lannor
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krb/j.o,
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uotoi)t_tr 14,1, 1977
I.LL•
,Aouult it uui
fm(w,ou tL litTpxo-tv
41J1 0Qo.oliJ
!„ort,Uaa, Jrotjoa
1;(4,ar
lactvo (.,2D.c.1(xx1L4 kY, vLc.i CA). tAy
narzativo ;20.1L: 0.41,L As4. Intlaotrial
)1utLifruu tovfo1at) titu
UL 1)77. 1 jod yom. ,
weato /0y °Luao6,ay, 0,,,,v,,oLA J,,t, : ri i w0J10
IV I cati, oo of qc,, ,..20.:,do..2 to kJall
Isiv.!
4t 3L71.
jonn Lam
AssooiaW P:.,' /.4111or
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ZONE CHANGE - CONDITIONAL VARIANCE - TEMPORARY U"" - NON-CONFORMING
• ik•
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USE REQUESTS
APPLINTION File #
Fee Bee 'd. c-1--t. •
Tigard Planning Commission 639-4 Receipt # LLir
12420 S.W. Main St „ Tigard, Oregon 97223 Date Rec 'd,
g33'.
.
PLEASE PRINT IN INK OR TYPE
: •*: Action Requested Conditional Use Permit
. Applicant ' s Name Wendcorp of Portland Phone 227-6810•
Applicants Address 4800 S.W. Macadam Suite 2Q: gaion—,-9.7-24-1-7---
'
( street (0,ty) (-state) ( zip)
° • Owner ' s Name Same Phone
•
Owner ' s Address
,, • - ----7,-EiTTY-- (iti•Te) (zip)
Applioaat is : Owner Contract Purchased_y Dveloper Agent
Otlwr
Owner Recognition of application ; 17:219 7/Z4,--d/e- 4A4,•
el:
signature of o. ner(s)
•
Person responsible for opplication l'"*X*
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/VA e)) 44„‹,_
(str( e• ) (QitY) (state)
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PROP3RTY INVOLVED: Tax Map # 281-2BDTax Lot(s) 704-PlaTf;-crE-Let,-11
Address_ . PaPifid 96 ( acres)
Existing Buildings (# and type) (1) Metal Structure
Current zoning C-3 Current Use_ Vacant
Applicant ' s Applieant ' s Real tstate office -,
Proposnd Zoning C-3 Proposed T:se Restaurant• • •
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SUBMISSION Title Report "Pasano" Requirements
RFOIHEMENTS: Lcigal Description Vicinity Map
Tax Map S4 .10 Development Plan
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• 1 Site Plan
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Tigard Demographic Analysis
and
Feasibility Audit
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for
Weridyve old Fashioned Hamburger Restaurants '
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by ' •
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Dr. William A. Manning •
Associate Professor ,t5f Management
Portland. State University • •
October 10) 1977
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Introduction ..
This report was prepared at the request of Mr. Jack Lee
of Wendy's restaurants. The objective was to determine the feasibility,
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appropriateness and probability of success of a Wendy's fast food
restaurant located at thr, intersection of S.W. Pacific Highway and
McKenzie Street in Tigard, Oregon. The results bf that analysis are
contained in this report,
The Market, Figure 1 shows the primary market area (PMA of the
proposed restaurant. A two-mile radius was used based on precedent
in the restaurant: grocery store and financial communities. Figure 2
shows the same market area superimposed on a Federal census tract map,
Figure 3 suimarizes the population and housing characteristics of the
?MA. Note that the 1970 population total was 24235 and that median
family income, education levels a•nd home u we above the
, • Portland S��SA (standard metropolitan statistical were area) ll average,
•
suggesting a more affluent area resident. These residents are also
younger, with larger family units and small children. Differences
between the PMA. and the Portland SMSA would be even greater if the
k ;
senior adult community, King city, were not included in the weightings,
p '1/
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The alysa.s cent:
k Figures 4, 5 and 6 show density mappings of young adults, family •
units with children 0-16 years of age and life position indicators
• for Portland and for the Tigard market area. Also included in the
..m report are population projections by census tract and age through the
. year 2000 made by the PSU Population Research Center. Summarized
IN
results of these projections (see Figure 9) show the population in
f4
the market area expanding from 24235 to 50496 in 1985 and 90376 in
the year 2000, which is probably the most dramatic increase anywhere
, in the state of Oregon. The age nix during this period, as shown in
• p " - Figure 1,0,E appears stable with moderate increases in the 30 - 44 arid
45 59 age brackets,
Wend•. Market,
■ Figure 11 shows the results of a nationwide Roper study of fast
food restaurant acceptance by age and education, These figures show
,
enormous acceptance among Americans with the exception of the elderly
ti and poor. Tree strongest acceptance is amon the oun er, better-educated
family units with above-average incomes. Thqrappreciate the
convenience) fast service and reactions of their children.
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• .1.mojlISLIIIPAXLAIlijInagneAL912,
Based on the national profile of the fast food customer,
the demographic profile of the Tigard primary market area and the
• expected future growth in Tigard, 1 believe a Wendy's Old Fashioned
Hamburger restaurant located at S.W. Pacific Highway and
• McKenzie Street would be very successful for the community and
, the owner.
The facility would be used and appreciated by Tigard
residents, by area employees and by commuter traffic passing by the
site. A restaurant would be more appealing than the existing 1 ,
structure on the site, would add additional employment
0 .
opportunities for the young and would increase property tax revenue ,
for both the city and county.
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POPULATION AGE EDUCATION OCCUPATION INCOME HOUSING
AGGRE- f t Ei SO_.S
TRACT 1970 7. 7. 7. % MEDIA:: HIGH I fi 7 ?EDIAN GATE RECEIVE 0, PEA OWNER .SEDLAN
# NUMBER POPi- 20-34 35-4 45-64 65 YEARS GHOUL RICAL MGR. PROF. AMILY AREA SOCIAL 'OUSE- HOUSE- OCCUPIED 20c� MEDI"
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COME INCOME .CCURY HOLDS HOLD HOUSING VALUE BENZ
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306 3226 '23.8 10.8 I 19.2 7.6 '12.3 I J 16.3 $10709 17.1 3.10 69.4 S17100 S112
307 1729 6 24°7 11.7 16.8 6.4 12.• 32.7 10890 6.7 ; 1 3.05 50_6 21100 132
308 4544 26..0 12.:1! 18.3 7.2 12.7 25.2 11790 14.5 3.00 1 49.9 24200 1 135
309' 4 3377 31.7 9'51 60.0 6.9 12.6 I 23.4 9736 15.9 2.78 6 35.7 18000 133
(1). 310 - 3902 25.8 : 14-.2 13.8 3.5 13.0 ` 19-.3 124E 10.8 3.41 65.9 25800 142
319 7457 16.9 10.2 22.2 12.7 12.7 1 18.6 11424 25_9 2.99 78.2 23300 131
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REA.A ES p- 4039 . 23.•6 11..3f 17.7 7.7 12.6 ! 22.6 $11186 $88.9mi4 15.5 I 7946 3.05 58.3 !$21583 $131
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,1 w('•a4 !K 1111 i•wu 1..i•aa Data from 1970 tant,vi of Population ;;i":::y:: 111:1:•.'4.1�riYg8
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POPULATION PROJECTIONS TO THE YEAR 2000 ,,, .•
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• , OREGON ADMINISTRATIVE DISTRICT II t.
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"Development of this publication as supported by Grant #0-29 from
the Regional Medical Programs Service, Its contents, however, are . .
- . . the sole responsibility of the Comprehensive Health Platting . .:.'
. Association for the Metropolitan Portland Area and are in no way
,• k .
the responsibility of the Regional Medical. Programs Service, Health
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• Resources Administration, or the Department of Health, Educations . .
• ' 0.,!,'!d Welfare," 4,
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Projections were Developed by:
.. ,
: .
CENTER FOR POPULATION RESEARCH AND CENSUS .
. , Portland State University
, .
... P. 0, Box 751 .
Portland, Oregon 97207 . .
James, E. Weiss, Ph.D. , Director
D. Richard Lycan, Ph.D. , Research Associate
. .
. ,
... ) .' i
. COMPREHENSIVE HEALTH PLANNING ASSOCIATION
1 i ' FOR THE METROPOLITAN PORTLAND AREA
aulia A. James, Director
1 Health Data Development
. 1
5201 S.W. Westgate Drive, Suite 114
'• i ! .
..11 Portland, Oregon 97221
297-2241
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TRACT YEAR 07' 1 18-29 30--44 4559 6f". TOTAL
30400 1970 2280 . 1159 1301 1237 720 6697 •
y , 1975 2639 1602 1531 1578 1047'` 83974.98
1980 3111 2056 1896 1866 1456 10385
1985 4067 2680 2579 2151 2081 13558 c d5
1990 5189 3406 3256 2796 2813 17460 i"�
1995 5932 3260 3363 3505 321' 192.76
2000 61 .2 3388 3154 4359 3680 21293 ►L .:r'
305.0 1970 2039 980 1153 958 450 5580
1975 2210 1244 1268 1179 619 6520 6, 4'14
1980 2438 1467 1469 1344 816 7554
1985 2794 1680 • 1791 1379 1045 8689
1990 3124 1876 2028 1595 ' 1266 9889 5r4' '
1995 3271 2007 2115 1881 1392 , 10666
• 1 . 2000 3391 .2333 2002 2201 1531460 cgoiD
306.0' 1970 1167 625 569 499 366 3226
1975. 1 1271 760 651 578 476 3736 69'2 .
1980 1411 859 785 620 594 4269
• 1985 1682 909 1019 632 681 4923•
1958 1229 728 738 Pr ."
1990 195 939 122 28 5592
1995 2043 995 1304 867 741 5950
2000 2110 1146 1256 1026 746 6284 .7cs4,41
307.0 1970 629 383 316 240 161 1729 �9`�
1975 717 477 876 315 234 2119
1980 833 552 471 385 327 2568
1985 1082 648 660 452 444 3286 r
1990 , 1372 742 859 600 570 4143 V', 40 .
1995 1512 820 933 773 656 4694
2000 1650 984 . 920 990 756 53004P0,-
308.0 1970 1521 1035 830 6115 473 4544
1975 1846 1344 1048 934 706 5878 6Z
1980 27'31 1622 1393 1180 1009 7485
1985 3040 2030 1974 1455 1456 9955
1990 3955 2476 2596 2022 1987 13036 � '• •��'
1995 4970 2663 3014 2953 2571 16171
2000 6183 3110 3177 4280 • 3330 20080 . r.'ro
.ti r
i t
1975 1349 11
309.0 1970 1093 982 528 433 341 3377
1118 6A + 595 521 4267 0/1),
1980 1695 1182 933 759 763 5332 .
1985 2262 1349 1316 901 1035 6863
•- 1990 2946 1502 1723 1207 1327 8705 ���'C' ' � '•
1995 3167 1548 1782 1461 1418 9376 "
1'' g 2000 5371 1734 1674 1755 1518 10052 ;71 c t'`
31060 19 ,0 3160 1520 17T7 939 409 7805
1975 3818 2003 2150 1451 647 , 10069 "W6?"*.
, 1980 4696 2450 2739 2079 981 12945
1985 5468 3080 3444 2411 1383 15806
.
1990 6212 3775 4020 3205, 1843 19055 '10 d+
1995 8368 4218 4851 5299 2805 25541
2000 11157 5118 5313 8691 4274 34553 70 5
%.C\
. , ... n .. .. . , .. . . . MEOS,... .. . w . . . . . . . . . .
1
. TRACT YEAR 0.."47 1829 30^44 45• 59 60 TOTAL
31760 1970 1986 883 103" 628 367 4' )9 '
`-_ , 1975 2370 1151 1280 880 . 528 6209 ?/- '
1980 2880 1.394 1667 1142 729 7812
1985 3386 1555 2093 1258 908 9200
1990 3885 1691 2439 1563 1071 10649 120" t.1
• 1995 4116 1922 2573 1998 1243 11852 °
. 2000 4316 , 2372 2465 2534 1445 13132 114 oA
318.0 1970 1238 455 • 658 480 300 3131
1975 1392 592 777 601 388 3750 '57°�'
1980 1594 715 966 697 482 4454
' 1985 1861 828 1228 752 582 5251 i
1990 . 2121 935 1449 , 915 666 6086 -q6" "b '
. 1995 2147 1067 1500 1127 . 726 6567
• 2000 2152 1324 1410 1379 794 7059 1::t. t
. l 31960 1970 2499 958 1259 1198 1543 7457
1975'.' 3394 1480 1754 1632 2141 10401 /641" ,
:F 1980 4693 2123 2572 2060 2842 14290 '
1985 5889 2574 3445 2269 3389 17566
1990 7210 3043 4282 2817 3820 21172 1 S, 7G't1 '°�1
1995 8905 3315 4990 4078 4557 25845 '
2000 10886 3922 5278 5855 5443 31384 r,; /:.e,
,' .. ' 320.0 1970 617 289 330 338 265 1839 - ,' ,
• 1975 747 408 4'23 400 346 2324 .20292'
1980 922 535 571 440 433 2901 .---'-* '
1985 1186 659 790 509 562 3706
' .'.. 1990 1489 793 1016 664 691 4653 YG�c,=w '`1
1995 1721 998 1188 909 830 5646
2000 1969 1366 1261 1235 998 6829 t'.:'"
• • 321 .0 1970 1265 545 622 538 464 3434 .
1975 1499 716 796 639 563 4213 •1/4?
1980 1808 875 1074 703 655 5115
1985 2250 995 1457 795 776 6273
1990 2734 11'04 1835 1015 869 7557 7$'.:° "
; '' 1995 2866 1283 1948 1319 966 8382 :
2000 2975 1620 1877 1701 1075 9248 ,1'ti
r 322.0 1970 807 317 407 402 265 2196
' 1975 931 421 513 445 314 262,1; 42'6'96
1980 1095 521 , 682 457 357 3112
1985 1296 575 890 485 397 3643
• 1990 1497 619 1080 582 418 4196 '4���'4; • '�I 5 '
1 1 1995 1557 740 1 1 6 1. 754 461 4673
2000 1604 963 1133 971 510 5181 t/tfr ,
323.0 1970 764 291 391 290 203 1939
1975 909 370 495 159 246 2379 a 7/ •
µ 1980 1101 437 '662 ',13 286 2899
1985 1317 512 867 458 340 3494
1990 1537 585 1055 575 382 4132 jY0 A/ •
1995 1621 705 1138 753 432 ' 4649
' 2000 1692 925 1114 983 489 5203
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91
- POPULATION ESTIMATES
OREGON COUNTIES AND INCORPORATED
1-
JULY 1, 1976
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+. Y • • XXX•XX�'( • • • O
'J • • • •XyXXyXy•XyXyXyX�/• . • •
• e r •XvXXX•XXXXXXX • O •
• 4 0 XXXXX•XXXXX • or i •!
• • • XXXXX:XXXXXX • • •
• • + XXXXX•XXXXX 4 • •
r f • 4 t XXXXXiXXXXX • e •
Y • O XXXXX.X)XXX • •
• • • XXXXXXX•XXXXXXX • •
• • • XXXXXXX•XXXXXXXX • o •
+ • +XXXXXXXXX.XXXXXxXXXX • •
+ • XXXXXXXXXX•XXXXXXXXXX • •
• • •XXXXXXXXXKX.XXXXXXXXXX• • +
4 e • XXXXX(XX•XXXXXXXX • • e ry
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♦44.444.4.4440•46++•44,++•4•••••• " 4
MALE « PERCENT . FEMALE
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1 CENTER FOR POPULATION RESEARCH AND CENSUS
• I•4� I y
PoRTLANt) STATE UNIVERSITY
' P• � gox75/
.• ' Portland, Oregon 97207
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This report contains the July 1, 1976 population estimates
e
for each of the 36 counties and each of the 241 cities in the
State of Oregon. Between July 1, 1975 and June 30, 1976 the
Center for Population Research and Census conducted censuses
in eight cities and sample surveys in three cities in the State.
For the balance of cities and all of the counties, changes in
population since 1970 were estimated.
The estimates are based on data such as births, deaths,
school enrollment, housing, income tax returnn, voter registration,
and other data which are sensitive to population movement.
The methods used to develop the estimates have been tested
over a period of years by this ageroy, agencies in other states,
and by the United States Bureau of the Census. These methods
• produce the most reliable population estimates that can be made.
. '
The Center staff wishes to thank the many persons who
gave their cooperation and aid in supplying the information and
data necessary to the completion of this report.
. 6
FOR THE STATE BOARD OP HIGHER EDUCATION
, I
/IY:mes E. Weiss, Ph.D.
• :director
Center for Population Research Census
Portland state University
• 1
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,
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i_.. July 1, 1976 July 1, 1976
Certified Certified
Y Counter and City Population County and City Population
TILLAMOOKC COUNTY 18,600 WASCO COUNTY . 20, 300
Bay City. . . . . . 1, 000 Antelope . 55
Garibaldi 1,150 Dufur . . . . . . 580
Manzanita 480 Maupin. . . . . 615
• Nehalexn . , . . . . , 265 Mosier 275 '
Rockaway 940 Shaniko 70
� . Tillamook 4,170 The Ualles 11,050
Wheeler 290 ,m
t _, ,IN GTON COUNTY 196, 000
« • UMATILLA COUNTY 50,000 Ban r:s 460
�J Adams . . . • . . . 250 Beaverton 23,300
Athena. . . . . . 970 Cornelius 20730
'' Echo 520 Durham. . . . . . . 330
4. Helix 165 Forest Grove. . . . 10, 500
Hermiston . . . . . 6, ri 40 Gaston 450
` ; Milton-Freewater. . 4,600 Hillsboro . . . . 20 ,100
, Pendleton . . . . . 14,300 King City 1,980
Pilot Rock. • . . . 1,715 North Plains. . . . 820
-'; Stanfield 1,080 Sherwood 2, 050
Ukiah • . 320 Zcarc_.,� . . . . ll 000
, . 1 Umatilla. • • . . • 20000 Tualatin 3, 605*
Weston. • . . . . . 625
N WHEELER COUNTY 2,030
UNION COUNTY 22,200 Fossil. . . • . 655
Cove 455 Mitchell 200
Elgin 1,615 Spray • , . • • • . 195
• TImbler 165
Island City . . . . 525 YAMH:I:LL COUNTY 45,700
La Grande . . . . . 10, 550 Amity 970
" North Powder. . 400 Carlton . . 1, 340
Summerville . . . • 100 Dayton. . . . • . . 1, 300
Union . . • . . . . 1,950 Dundee 1,070
Lafayette . . . . . 1,045
1 WALLOWA COUNTY 6,880 McMinnville �"
� l . • . s
'. Enterprise. . . . . 1,900 Newberg . . . , . . 8, 320
i Joseph. . • . . . 4 950 Sheridan. . . 2,140
L+~5stine . . . . 230 Wit la m na . . b 1,375* ...
Wallowa . 4 4 . 4 . 905 `amhi1,1. . . - 610
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Primary Market Area •
�,.4 Population Projections - 1975 - 2000
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Year
. r206cti r r 197 i9E 0 19 5 1990 1995 2CC(.
3 373 42 9 4923 5592 5950 6284
307 . 2119 2568 ' 3286 4243 4694 5300
• . 1 309 5878 7485 995 5 13036 16171 20080
i 3 .0 o 7 5332 6 $705 9376 10052
� � 31 05 6472 79
7903 9527 12770 17276
319 1 4 1 . 14 17'66 21]. 2 2114,1 4. ..
,.. . ,
, ,... I... : .� Totals 31436 40416 50496 62175 74806 90376 _.
'
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Portland, Oregon. •I i r
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Projected Growth By Age Classification.cation
. , 1970 — 1986 - 2000
'
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Age
n
l 0 7 17 18 - 29 30 - 4 45 - 59 604.
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n Year 1_, t rr ;� # 4 .
•:;,•,. ` 1970 8489 35.0 4743 19.6 4391 1S.1 , 3524 14.5 X2.7 :.
1985 16689 33.1 9051 17.9 10136 20.1 ; 6924 13.7 ; 7696 15.3 ' .
2000 129778 33.0 13455; 14.9 14962 16.6 ! 18251, 20.2 13930 15.4. . ,
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UComparison of P970 Xopution 0 Projections
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PMA 1970 +Clack. co. 1970 1970
r Tigard % +Co1um. Co. % Orcgon
Increase Pte. Increase P . Increase
19A-7---2C235 0� ')rp ` 93076013- -- 0. 0g-741-476094:4 i 26892,734 + n
,, 1975 1 31,436 +49.7% 1 1,033,000 +1102% 1� 6.8% h
1980 I 4.00416 ' +66.8% i 1, 114,000 +22.5% 1) 2,496,982 +16.2%
. -1 1985 50,496 +108.4% t 1,237,700 +35o1% 2,679,602 +24.8% r�
1990 62,175 +156.60 I 1060,200 200 +49.5% i� 2,8350968 +32.1% ii
+208 0 , 1,503,380 +61.10 2 2 +37.5% ,
(( 1 1995 74,806 •7� � r95 r9 9 �
l_i 2000 ' 900376 . +272,9% i 1,5780800 +73.6% ji 3,020,208 +40,7% g
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rm+".e,urmadr�y'w,n+. .9.ywriM«!='f M*e.«+4:wrry.MM�MSnt'1er++^+*n..atn±r r.....r 1cu•[»str_ ,,. -
,...,—,�., _-.may,,,.... .__,_... �ww.x w.�w... ..,..ane=wwy;,.«v.».., .,.:., s.._..:.....•w-.........«,........,,..a.-.moo---'. .,
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' The Fast Food Market
4 Fast Food Restaurant Acceptance 8y Age (Nationwide)
Freg ten.cy of Visits (%)
Nation- A;e
Fr uenc AJera_e g " 2 30 - . 60 +
At least once per week 33% 52% 40% 23% 16%
" , At least once per month 33% 35% 3 31% 25%
Less than once per month: 19% 8 16% 29% 28%
Never 12% 3% 4% 15% 29%
No Answer 2% 2% 2% 2% 2%
I
fw
i 4 Education v.s. Frequency of Visits
+ Education Level .Frequency of Visits
t
_ Grade School Graduate Low
High School Graduates Average
College Graduates Iiigh
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CONNIE McCREADY .■9%
„ ri DEPARTmENT
COMMISSIONER t 11 PUBLIC WORKS
i
• .-"1.
CITY OF PORTLAND
OREGON
October 7, 1977
Mr. John A. Lee
• Wendcorp of Portland, Inc.
Suite 208
4800 S.W. Macadam Avenue
• Portland, Oregon 97201
Dear Jack:
I have watched with great interest the growth of Wendy' s
in the greater Portland area.
I well remember your delightful press party at your 82nd
Avenue store. And the rose garden—what a splendid idea
for a store in the City of Roses.
I congratulate you for adding a touch of class, and
for being such a good neighbor. From what I 've seen,
its obvious that wherever you open a store in this
Prea, the surrounding community will benefit:
Best personal regards,
Connie McCready
Commissioner of Public Work
CM.1
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, ., ' Boys' CLUBS OF PORTLAND
. ig N:7 ' ' .
, : :,.... -
. -; .,1 0%/11 is -
.
't. .-;,,,,:,. METROPOLITAN AREA ,
. . • A - -is-4:7' •A i„,.. -
-1 1,4**:” ',' '. '-'',
iA,,itirdio
il / 4 ADMINISTRATIVE OFFICE
.
• " • '..:' 4.41. , 9204 S.E.Harold Street-Portland,Oregon 97266 1
.,• i ' 3. 0W-**, :ivy
.
. , Tel.(503) 775-1549
. :c . 11 1
,
. .
ROY J.CIAPPINI,Executive Director
. 1 • .. ) :.
, . .
OFFICERS
- . JACK GOETZE
.
Chairman ci the Board
. . CHARLES 11,MoCLELLAN II October 6, 1977 .
'.
President
GEORGE C.SCOTT
Vice President
.
. DAVID RAWLINSON '
Vice President .
, ,
DUANE WOLFE Mr, John A. Lee ,
.,: Treasurer . .•
' ROBERT BURKHOLDER Wendy Corporation of Portland
.
.. Secretary Suite 208 .,
ANDY COOK .
• National I3oard Member 4800 SW Macadam Avenue
•.
•
ROBERT F WALLACE Portland, Oregon 97201
•. .
. National Associate
.
. HONORARY
.
TRUSTEE bear Mr. Lee:
. ANTHONY NOY
TRUSTEEs .
For the second time this year we at the Boys i Clubs of Portland are
TED ASBAH11
, • '. FORREST C BERG K
BITTIC indebted to you and the Wendy Corporation for the generous assistance
WILLIAM
.
. JAMES VILE%D.D.S. provided the youth of the community.
HOBERT BURKHOLDER
.
JAMES COLLINS
,
ANY rtOOK
IRVIDNG ENNA On your opening of the restaurant on Si 82nd Avenue, your firm was
. • JOSEPH FERGUSON gracious enough to include us in your festivities, gave ha some
. , •
• JACK H.GOETZE
JON HAMMACK
JOHN H HERMAN excellent exposute and of course, finish the evening by presenting
.. DENTON HOLMES a gift of $200.00 to our pV.ogram. .
, .
rria)JOHNSTON '
• •..
JONES
ONES
, .
ROBERT JOSEPH
• ,. LEON JOUROLMON Your new program of assisting Portland State university and including '
,..
Akill4moAsN"'4. you01, groups in the program is mast exciting.
BOB LEWIS
, BUNNY MASON
. .
. . Cl4ARLES MoCLELLAN Our youngsters were pleased to be included in the free ticket offer to
• ., BON McCORMICK
,.
BRUCE MorAriLANE attend the P.S.U. football games along with Pop Warner and other youth
JOE .mcoumo ..
WALTER MULVEY football leagues.
. ,, JOHN PIHAS
EDWARD PDEHLER •.•
DAVID 11AVVLINSON The Wendy firm is A fine addition to our community and we at toys .
DICK REITEN
ARM CHMAUTZ Club do appreciate your interest.
IE S t4,............ ■
. • GEORGE C.SCOTT
PHIL SKUTT
JOAN M SMITH 4 er trulY$
. ROBERT BTONE
" LARRY TALBERT •
GRANT THUEMMEL ..
H JACK TOWNS .
HARRY WAND .
CHARLES WENTWOM
DUANE WOLFE
PAUL WONACOTT ,
. ' ADVISORY Roy 4 Ciappira
COUNCIL Executive Director ,
, PAUL AIL
BRUCE BAKER .
1. DONALD 8.CLARK IWO:caw ,
• OPI.AMO DeBERNAtibit3
NEIL GOLDSCHMIDT
HARL H.HAAS
coats AMA'
• ..,
ROBERT KOCH
MRS OEM MUMFORD .
Mil f'.IMOGENE OWEN
* i ROBERT STURGIS ,'
WA LIEN WARE
..e WILLIAM WESSINGER COLUMBIA BOYS'CLUB PAL BOYS CLUB SELLWOOb BOYS'CLUB •. , ',.0';'" .
DON s%maw 7600.N.Ewald Street OW SA,Harold Street 6210 sae,lath Avenue I
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GO WITH THE WINNERS ! ! ! ,
WENDY 'S Old Fashioned Hamburgers '
and the Portland State Vikings .
* *
* Watch for the special "Wendy ' s Rooting
* Section " . . . 1 , 000 seats reserved every *
* home game for local youth organizations . *
* *
If you can ' t attend the home games *
* follow the action on I WJJ Radio , 1080 on the
* dial , . . Co - sponsored by Wendy ' s Old
* Fashioned Hamburgers .
.
* *
* **** ** ******** ****** ******** *********************
1977 S C H E D U L E
September 1 0 CAL POLY (SLO) , •
September 17 Weber State College
$ September 24 University of Montana ,
' October 1 IDAHO STATE UNIVERSITY
. . 1
O ctober 8 C EN'T RAL WASHINGTON
October 15 Chico State University `
O ctober 22 University of Hawaii
O ctober 29 OREGON COLLEGE
November 5 UNIVERSITY OF PUGET SOUND
r
November 12 Simon Eraser University
November 19 1vMONTANA STATE UNIVERSITY
Home games, indicated in heavy print,
.,,, at Portland Civic Stadium., 7130 p,mi. i
•
i
« (yf
GRESHAM -• EBETSU SISTER CITY PROGRAM
(Final)
, X
Schedule for •- Mayor Yamada and Ebetsu Delegation
October 11 -• 13, 1977
TUESDAY •- October 11, 1977
12:22 PM Arrive at Portland International Airport, met by Gresham
• Sister City Association led by Ma or Summerfield
Richard 1:30 Ed
• ", d Lunch - Wen,iy's Restaurant - Delegation and •
oh P- , Association Guests •
2:30 Chuck Lowe Check into Coachman Inn - Gresham
3:30 Paula Bentley Trec plan :ing� carcmc�rX; :,°� t1 dark (with children and
• r
band) and reception X. open to public
5:00 Jack Hartnett Tour of Mt. Hood Community College
6:00 Steve Nicholson, Western Barbeque and dance a open to members of Gresham
Joe Youngbluth Sister City Association and guests (square dancers)
4 • r
WEDNESDAY - October 12, 1977
9:00 AM Phil Rei fenra th Gresham Chamber of Commerce
Henry Kutschia Signing of documents
Bob Hauser
9:30 Elmer Summerfi el d Gresham Grade School visit (Powell,, Valley)
11:00 Henry Kato Portland Mayors Office
11:45 Henry Kato Japan Consul General Residence
2:30 PM City tour - shopping (walking) .
Henry Kutschia Racquet ball exhibition (2:30)
Geri Van 41 Glass Butterfly Fashion Show (3.'15)
6:00 Ester Nickerson Reception -- Elks Lodge •- open to public
7:00 Soroptimists & Dinner - Elks Lodge - open to public
' Rotary Club Local entertainmer. ;Tick. $12 00)
THURSDAY a October 13, 1977
8:15 AM Fri is Van Gent News Conference El mess Restaurant - Gresham
9:00 Jim Gilliland ' Leave for Multnomah Falls, Bonneville Dam trip by
George Everett motor coach. Optional airplane trip view of city
Howard Maxwell and Mt. Hood. Weather permitting
12:00 PM Kiwanis Lunch at Stuart Andersons Cattle Company
Lions Club? Open to public - Tickets $7.50
X
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engineers
planners
economists
scientists
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6 October 1977
P8100.41
Mr, Jack Lee
Wendcorp of Portland
4800 S.W. Macadam Avenue
Portland, OR 97201
• I'M
Dear Jack
As requested, the attached memorandum includes our calcula-
tions of the potential carbon monoxide emissions from your
proposed facility in Tigard, Oregon. These calculations -
are based on vehicle service counts, idling times, distances
travelled, vehicular speeds, and site plan as provided by
Wendcorp of Portland. We have utilized the latest EPA emission
factors for appropriate Oregon conditions as has been reviewed
and approved by the Oregon Department of Environmental Quality.
The calculational method and format follows that used for a
similar facility approved in the state of California (San
Jose) .
I hope this will be o some assistance in your permit application
review.
Sincerely,
Asue_i aiedia
Doug Ober
Air Pollution Engineer •
P p
Enclosure
e
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CH2M riri HILL
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MEMORANDUM
' L
TO: Jack Lee, Wendcorp of Portland
FROM: Doug Ober
DATE: 6 October 1977
RE: Wendy's Proposed Tigard Restaura)it , Carbon Monoxide
Emission Summary
PROJECT: P8100.41
. ,. This air emission summary is based on a special report
furnished for a similar restaurant constructed in San Jose,
California. The cars served per day are assumed to be the
same for the Tigard facility and are as follows:
•
Cars Served_Per ,
0 Sunday - Thursday 10:30 a.m. - 10:00 p.m. 0
Friday - Saturday 10:30 a.m. - 11 :00 p.m.
. -
Pick-U22.1incimt Inside Service Total
. 2,26 190 416
) Average
Maximum 326 ...............
217 .............--......„
543
Qn*'' ''... ...... 41..
Peak Rush Period (1 hour) : 34 cars
i "
i The Dagiri,_,,rgallAgur,,„periogLiacars waulsLgariALitute a dervice
-........—... „
c- ,t.46anc ..Q4.6114,14„= 1 . 76 minutes.
During the peak rush hour, each, car served at the pick-up
window would travel approximately 0 .08 mile on the site at
an assumed speed of 5 miles per hour. mach car parking for ,..
inside service could travel a distance of 0 .09 mile on the
site at an assumed speed of 5 miles per hour. This infor-
mation is based on a site plan furnished for the propos6d
Tigard site
Ow. ..1. 11MOMMIEM MIUMNYVIE,
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Memorandum
Jack Lee, Wendcorp of Portland
6 October 1977
Page Two
P8100.41
. ,
For the inside service, a turn-over rate and an engine idling
period of one minute is assumed for 40 customer parking
spaces during the peak rush period. The above information is
tabulated as follows:
No. Min. Total Miles Total
of Idling Idling Per MileS
. ,
Car's Per Car Period Car g_12211
• Pick-u9 Service 34 1 .76 60 min. . .08 2.72
Inside 40 1 .00 40 min. .09 3.60
1 .
Total 100 mil , 6.32
Based on the latest EPA document . (june 1977) the emission factors
v • for CO were calculated as would be appropriate for the Oregon
location. The resulting potential vehicle CO emissions are
listed below.
Minutes Grams Per Total Vehicle Grams Total
Idling Minute Grams CO Miles Per Mile Grams CO
100 27 2700 6 .32 294 1860
A total potential emission of carbon monoxide during the peak
rush hour periods would be approximately 4.6 kilograms. For
comparison purposes, a 200 space parking lot for a retail
0 %
shopping facility could emit in the range of about 8th 10 kilo- d
,
grams in a peak hour. A large shopping center of 1000 parking
spaces could emit CO in the range of 30 to 40 kilograms in a
peak hour. It should be noted that these are maximum period •
,
/ emissions and the hourly average emission will be considerably
•
1e8s, on the order of 1/2 to 1/4 of the above values.
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SUPPLEMENTAL INFORMATION
FOR
APPLICATION FOR ENVIRONMENTAL CLEARANCE
PROPOSED WENDY'S OLD FASHIONED HAMBURGERS
700 BLOCK SOUTH BASCOM •
SAN JOSE, CALIFORNIA
APPLICANT:
JOSEPH F. DESMOND
1742 E. GRIFFITH
FRESNO, CALIFORNIA 93726
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:1:. . ''f i 'f' Res erase. to request for add) a tonal information .(letter date. larch 21, 1976; f '
. -City Pl ann i ng, City of San Jose) end the following summary based on the operate ' . ' U
yr titan of an existing comparable Wendy's s old Fashioned Hamburgers Restaurant on . p
North Bl ackstone Avenue in Fresno, California. r' , , '
1
Cars Served Per Day
• i , Tues. Through Sat./11 a.m.•-�-10 p.m. - . � ,
' r
Pick-up\ck-up ', ,e�.I''�. ,ri, , Y '', '
' ,. Pick-Up Inside Plus , . , .e •
.
1 Window Service - Window if..
. , 11 ri f•116 ' '1' 1
Average 226 190 418 pJ ;• '.
. Maximum 326 217 540 • . . i .
Peak Rush Period (1 hour): 34 cars ,
For the purposes of this discussion, the characteristics of the existing Fresno . .
, ' facilities are similar to the facilities proposed for San Jose. The term .
..ee.. ' "service interval shall mean the period,of time between the order station and
the pick-up window. Using the peak rush period of 34 cars per hour, the service
interval each car is approximately 1.76 minutes. Five car lengths are •
1nt�rval fnr e ar pp y
provided between the order station and the pick-up window. Therefore, not more ,
than 8.8 minutes of time would be spent with engine idling for each car served
during the peak rush hour, assuming a continuous flow of customers. ' Additional
idling time before egressirag to South Bascom is insignificant. 1 .
Curing the peak rush hour, each car served at the pick-up window would travel '
approximately 0.051 mile (270 feet) on the site at an assumed speed of 5 miles ,
per hour% Each car parking for inside service will travel approximately 0 .10 .
mile CEO feet) on the site at an assumed speed of 5 miles per hour.
•
For inside service, a turn-over rate and an engine idling period of one minute ;'
' is assumed for 37 customer- parking spaces during the peak rush period.
Miles Per Car Total Miles
Number Minutes/Idling Total Idling at 5 MPH on Site at
of Cart Period Per Car Period. on Si to 5 MPH
Pick-Up ,
34 1.76 60 Minutes 0.051 1.73
Service
Inside 37 1.00 . 37 Minutes 0:100 3.70
Service r ,
,
Total 97 Minutes 5.43 .
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' Potential 'Vehicle Emissions On Site . ' '
Grams/ Grams/ ;
Minutes Minute Total Miles Mile Total ,
1
Carbon 97 12.2 11830 4 5.43 147 793.2 ' ,
a Monoxide 1 ,,
Sulfur . . ,
97 0.05 4.8N` 5.43 0.0. 4.3
Oxides
I Although though the above vehicle emission calculations utilize standard rates for
the 1976 California car population, a direct comparison cannot be made with ,
30 meter by 30 meter site for the "model" used by Donald Myronuk in the ;
;monograph entitled tl ed Carbon Monoxide��and Sulfur Oxide Levels Attributable to ,
• Use of Drive-up Window Facilities, dated February 60 19760 �'
. • ..,The 'proposed site Is approximately 3.5 times the area of the Myronuk iode1 '
(3192 square Meters compared to 900 square meters) and lacks the "canyon"
or trough characteristic. It is therefore doubtful that additional modeling
of localized conditions would yield reliable information for the proposed
project. This position is supported also by the fact that the complex charac-
. teristics of traffic and off-street parking in the surrounding area make
accurate determinations of micro-environmental conditions relating to on site `
vehicle emissions impractical , if not impossible.
The serving booth attendant will not be subjected to harmful levels of air
pollutants as the result of interior air' pressure from heating and cooling 1
air circulating blowers. To augment this basic, relatively standard condition
at the opening for the serving booth atendant , the applicant/owner will
provide a blower located on the roof which will feed 4000 C.F.M. into three
ducts. The ducts will descend within the wall and terminate 8" to 12" above
finish grade and discharge horizontally from 9" . 16" grills spaced 10' apart
at a velocity of 1333 F.M. per grill . This is . )p capability and if noise
levels are excessive, this velocity can be reduced. This will create an
aerodynamic broom which should sweep the pollutants away from the structure
and by controlling velocity, we can dissipate them in a safe way. Since this
solution is intened to correct a "micro-ienvi ronmental" condition it cannot be
expected to have a material effect either positive or negative on the quality
of air within the basin, We can assume that as the pollutants are moved away
from the structure the displaced air will be replaced by air with the general
characteristics of the basin as a whole. b g„t fi conc7e tt a't
1 '' j ":- ". tie „air basin oaphate.o>2=11 -. xeg.0 ?anew m
shall our "mi,cronvirorimenta1 area".
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"' The function of trees in filtering' gaseous air pollUti'ony and P articulate matter
-can be utilized to provide an additional mitigation me .aure4 To the extent that '
• trees and shrubs will filter vehicle emissions, the applicant/owner will plant I ,
twenty-two treks on the site (6 more than delineated on the site plan). ,
Traffic on the access drive to the San Jose City College 60 feet in width that ' ;f
abuts the site on the north is not likely to occur in peak volumes that coincide ' I '
with the peak rush" hours for the proposed facility. The peak rush hour conditions at'
measured for the comparable existing facility in Fresno occurred for one hour'
periods on Saturdays, between the hours of noon and 3:00 p.m., and intensification
of vehicle emissions on the northerly side (pick-up window side) would be expected
if the SJCC off-street parking area discharged or filled completely in one hour
' .via South Bascom. It is significant that the center line of the access drive is
approximately 45 feet from the pick-.up window. Prsimary access to the parking i.
area is via Moorpark.
• Average daily traffic on South Bascom currently amounts to 24,710 (Trafffc .
,Engineer, City of San Jose). The design capacity for South Bascom is 30,000 ADT. . .
• The ,attractivity of the proposed facility in terms of exposure to traffic may
be considered somewhat less than the Fresno facility that is located on ,
h , North Blackstone Avenue with a current AOT of approximately 47,000. "
is
Contributions of air polluting vehicle emissions from South Bascom are comparable
to'simi1ar arterial streets with an ADT of approximately 25,000. Traffic
generated by the,Santa , ara.Co.un*34~,y�" le r ta+e-irrledtatet'w «tend—r rr heastetbat,
Pro used .site, the " , C s...doz"+ C .1w1•egsersesed outh-Ltasco .taia1 a
geller • g_ch ract ethitics which com ari son the w
is of veh i c1 a e�ni s 9 o s. pwl � 1 $� w � �
•
`: From the above outlined discussion i s pion that the oraposed facility
w' exc6e �a r da telueeellety en ar -.; .
The applicant/owner emphasises his willingness to work with the Planning
• Depart ent of the City of an dose to determine actual field conditions relating
to vehicle emissions generated by the subject" eaci1ity when constructed and
l• .operating.
` ' WEND° 'S OF FRESNO s
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SU DESIGN VEHICLE
FIGURE f°9 •
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Wendy's Old Fashion, Hamburgers
• -
. 1., SLIDE A-1 •
, •
1977 RESTAUIRANT SALES *
PORTLAND SMSA
pr;puLATYON
.' ,080,000
*TOTAL RESTAURANT SALES
$375,700,000
, .
SALES PER PERSON $348
FAST FOOD SHARE
OF MARKET 30.48%
* Sales and Marketing Management •
4101 , 600os oo • 000 or o soorearri1
;15LIDE
•
1977 RESTAURANT SALES
TIGARD PMA
- POPULATION 35,900 (i) •
TOTAL RESTAURANT SALES $12,493,000 (2)
FAST FOOD SHARE (30.48%) $ 3,806,000
(I) PSU Projections
(2) x $348 per person
..„.
•
AMMIROWINOMMINIIIMUMMIIIINIIIMM11111111•1111:11MMMNIMIR,
• . .
• • •
•
. . ,
\Nendy's Old Fashioni, Hamburgers
SLIDE A-3
ESTIMATED FAST FOOD SALES
•
TIGARD PMA - 1977
, .
BURGEER BOY HOKEY'S PIZZA HOUSE
• COUNTRY BOY KENTUCKY FRIED CHICKEN
DAIRY QUEEN PIZZA CABOOSE
DUNKIN DONUTS PIZZA MERCHANT
FROSTOP SHAKEY'S
HERFY'S TACO BELL
. •
TOTAL ESTIMATED SALES: $2,100,000
• 0 doe * eile• 0 • • ■1 00000 . 1
SLIDE A-4
FAST FOOD MARKET
TIGARD PIVIA 1977
4. •
• t., POTENTIAL $3,808,000
ESTIMATED 2,100,000
UNDEVELOPED $1 ,708,000
•
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Wendy's Old Fashioned
, Hamburgers
•
•
Re: Tigard PMA
Market Analysis Summary
u■,
1) It has been shown that the current Tigard restaurant market
k"\4474 \j39-
potential is approximately $12,493,000. 30.48% of this total., c /
or $8,808,000 represents the potential fast food market. This
(4,cv
c„1.0
would average $317,000 per store for each of the twelve Tigard
restaurants that can reasonably be called "fast food" in nature.
Only two of these outlets are currently exceeding this average.
ti5 )
• 2) Of the 48 restaurants in the Tigard PMA, eleven are in Washington
Square, where eating out is incidental to the primary reason for
visiting the cen.er.
8) With a fast food market potential of $3,800,000 and estimated volume
of $2,100,000, it's obvious that the current Tharci fast food
market is only about two-thirds developed. The primary reason
is that very few of the recognized leaders in the fast food industry
•
•
have located in Tigard.
„, .
•):1
• • , 1 . • Alt
•
Wendy's Old Fashior(_ Hamburgers
Market Analysis Summary - Tigard PMA
p2
4) Extensive advertising by the large national chains creates strong
consumer brand awareness and preference. Tigard residents
wishing to visit Wnedy's or any of the other non-represented
chains must leave the Tigard PMA to do so. Shouldn't they be
able to satisfy their needs without leaving the area ? •
6) How about payrolls and taxes lost to Other communities ?
• Wendy's alone would add an additional $100,000 worth of payroll
to the Tigard economy by creating 40 to 50 new jobs -- to say „
nothing of the additional proper tax of approximately $10,000
for the proposed development.
6) Since the present fast food restaurant demand is not being met,
what happens when you add the tremendous population forecasts ?
The PSU study shows that Tigard has a population of older, better
educated and more affluent families compared to the Portland Metro N.
area, Thus, Tigard is a prime fast food market.
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1976... A Year In Review
•
• Net Income: $6,749,159
j.. Up 131 percent P.
, Net Income Per Share: $1.62
• Up 93 percent
Revenues: $659637,321
.` Up 92 percent
Shareholders' Equity: $44,981,256
Up 528 percent
Total Assets: $6593409398
Up 166 percent
Company Operated
Restaurant Sales: $57,926,304
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Up 83 percent
• System-wide
Restaurant Sales: $187,6839200
Up 152 percent
•
Table of Contents Real Estate/Accounting , , , , , , , , , , , , ,, , , ,, , , , , 11
ij
History 1 Marketing/Corporate Planning 12
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Letter to Shareholders. . rr .r . r .. . r . r . . • . .„ . . . .2 Purchasing/Legal , , , , , , , ,, , , , ,, , , , , , , , ,, , , , , 13
Products. , , r . . . .. r . . . . ... . . r. . . . . . . . . . . r. .. .4 1976 Highlights .r.. . . ... .. . . . .. . r . r . , . . , . . . , 14
Listing of Restaurants 5 Financial Summary 15
Service. . .. . r . .. , r r ........ . . . . . . . q . q .. . . ..6 Five Year Charts 16
Company Operations/Franchise Operations 8 Accountants'Report 27
Training School/Engineering 10 Officers and Directors 28
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Weendy's... A Brief History
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To Our Shareholders:
1976 was the most eventful year in Wendy's ,i' r ' F
history,At the beginning of 1976 Wendy's was ., " F Y ,4 ,. '
b a well-known name in the communities where `V ,1112 �yY d 1' w' K Yf ,,v-,.` r ra4114.:„,;,,,I,,' s
our Wendy's Old Fashioned Hamburgers "'' ,' 'ti _W V` " . a ' -` �` y+1n J
restaurants had opened,Also,other restaurant 'r' r3A,' ., 4 l' ' .4�' -
and quick service food operators were becom- ±'�`, ,' ',°' ' . � 4`'•" " 'j i
� , � 7 '., F J�fl Y `'S4r ',T'.t' p .A' .« ,�i Y Y, ,y i �'i•
4 ing aware of the quality product we offer and _ , � kt ,' � a x, "
our rapid growth, However,we were not �' 4 a '
r p ►7' � re,' d "z....-,7,-,'^* y`,`"`�'T)aSr 1r�'�',M F�r7H 'y�;�V v ,r II""� �s � ,
known nationally, By the end of 1976 Wendy's ' ''';',,,H.,..'.... ; f..' ' ,, . r ' a t�'a , :'•4 v °
� v �,t rw^e (r �� , .+� r,'��' i- r�Yfi • ` • i.'r•
was a well-known name to consumers and in- X w. ,« ,m i
vestors because the following events occurred ` i ' ��, �xY, ''� .,M G
•« g ..,. per.., �,. 4 � F.
-In June, our common shares were approved R � T,y `"' �r, x ∎,,; f t,,a '• ,., I "1
Y.. - * i. {,'y t�,, b wl u " r, t tit
for quotation on NASDAQ ,`1 ;,,„,,,.!,,,2,1,44',. I ' ••.I ,s ' �'. '' ,`�' '. "� ' '•�°•,,•
--In Jul our common shares became eligible t ''
for listing in the over-the-counter market •"1,,,;,,,,,,. �'"»" " 7 j�, yi
In June and July,59 restaurants operated ; i,, `( + "`° "" -n' ,
by franchise owners were acquired in 1 , ' •, ri> •. r,. ., * , 7.,r µ -4 x'_
,t.r. 4�4M:a• , .tea, ' h, 'M ?y_
exchange for common shares r � �. . ? <. ,I a,,.`, ,, �""� ..
- In September, we raised$21,582,400 '� ` ' "„ ' r a , y, �'
y of additional capital in the public market , ,, � i, r "1�', ova'' `" a
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through the sale of 820,000 common shares �`'' i, `:', ,t', : 1 , , ..,..','Ilt,
--Company revenues reached$65,637,000 ,', , 0 ' •r21 ' ` •," . 4. t#
,� �� i fir , /7}y,�. .�� k wy)%
Company earnings more than doubled, 1 'r 1-1 ' ,. .�4� ,, 1'
reaching$6,749,000 ••. h .... ����' ; + a ti,
- Earnings per share were$1,52,a 93 • E F r '" , •
increase over 1975 '.., i a - . , ', �\' u
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y_At December 31, 1976,Wendy's common 'R ,1„ >F
6,100 share- � _. ,
shares were owned by over ,
holders in 49 states ,,,,.. �.:re.'..;.-,,.... z - 4 •, •
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Sales of Company and franchise-owner "":,
N- f,
operated restaurants was$187,683,200 �' •
B December 31,1976,there were 520 1 ' „' ''� � y
restaurants in operation, more than double
the number in operation at the end of 1975 4
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. Wendy's Restaurant Locations as of December 31, 1976
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• ALABAMA Winter Haven Florence Springfield(2) Milford TEXAS
, ':.• Birmingham(2) Winter Park Henderson MONTANA Newark Arlington(2) •
, ' Decatur GEORGIA Hopkinsville Billings North Olmsted Austin
. . Dothan Athens(2) Lexington(2) NEBRASIt,t1 Oregon Carrollton
• Florence Atlanta(3) Louisville(5) Lincoln Parma(2) Clear Lake City
. Gadsden Augusta(3) Newport Omaha Portsmouth Corpus Christi
Huntsville Cartersville Richmond NEVADA Reynoidsburg Dallas(4)
. Mobile(2) Chamblee LOUISIANA Las Vegas(2) Rocky River El Paso(3)
Montgomery College Park Lake Charles NEW HAMPSHIRE Sandusky Garland
Tuscaloosa Columbus Monroe(2) Manchester Sharonville Houston(5)
, ' ARIZONA Conyers New Orleans NEW JERSEY Sidney Irving
Phoenix Decatur(2) Shreveport Phillipsburg Springfield(3) Killeen
'. ,. Sierra Vista Doraville(2) West Monroe NEW MEXICO Sylvania(2) Lubbock
Tucson(3) Douglasviile MAINE Albuquerque Tiffin Odessa
ARKANSAS Griffin Portland NEW YORK Toledo(5) Pasadena(2) '
Fort Smith Jonesboro(2) South Portland Albany Urbana Plano
.•: Hot Springs Macon(2) Waterville Binghamton(2) Warren San Antonio(4)
Little Rock Marietta MARYLAND East Rochester Washington Court House Texarkana .,
' North Little Rock Morrow Waldorf Endicott Westerville Victoria
CALIFORNIA Norcross MASSACHUSETTS Lakewood Whitehall Wichita Falls
d. El Cajon Rome Plymouth Latham Wlllowick VIRGINIA
Fresno(3) Roswell Stoughton Vestal Youngstown(3) Alexandria
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San Bernardino Savannah MICHIGAN NORTH CAROLINA Zanesville Hampton
Santa Ana Smyrna(2) Battle Creek Asheville OKLAHOMA Lynchburg
Vallejo Stone Mountain Bay City Burlington Bethany Newport News
COLORADO Tifton Burton Charlotte(2) Enid Norfolk(2)
. Colorado Springs(3) Valdosta Flint(2) Durham Lawton Roanoke A
Denver IDAHO Grand Rapids(2) Fayetteville(2) Midwest City Salem
tz't' Greeley Boise Jackson Gastonia Norman WASHINGTON
Lakewood Nampa Kalamazoo(4) Greensboro(2) Oklahoma City(5) Spokane
Longmont ILLINOIS Lansing(2) High Point Tulsa(5) WEST VIRGINIA
. • Pueblo Bolingbrook Lapeer Jacksonville OREGON Beckley
" . Westminster Chicago(3) Madison Heights Mt,Airy Springfield Bluefield •
. CONNECTICUT Danville(2) Midland New Bern PENNSYLVANIA Charleston(3)
' , Derby Del(alb Mt,Pleasant Salisbury Camp Hill Huntington(2)
' Mancnester Dolton Monroe Statesville Carlisle Princeton :
Waterbury Naperville Muskegon Wilmington Erie St.Albans •
., West Hartford Niles Owosso Winston-Salem Folsom Star City '
t=LCC HPA Palatine Pontiac OHIO Harrisburg(2) Vienna
:.• , Altamonte Springs Schaumburg Redford Akron(5) Haverford CANADA
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Bartow Westmont Roseville Ashland Leoanon Brantford,Ontario
Boca Raton INDIANA Saginaw Athens Monroeville Hamilton,Ontario
Bradenton Anderson Wyoming Bellefontaine North Versailles Scarborough,Ontario
Clearwater Bloomington Ypsilanti Bridgeport Philadelphia(2)
Daytona Beach(2) Clarksville MINNESOTA Canton(3) State College
Deerfield Beach
Elkhart Austin Cheviot Tharndale
Fort Lauderdale Evansville Hopkins Chillicothe York
Port Meyers Fort Wayne(2) Minnetonka Cincinnati(7) SOUTH CAROLINA
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Fort Plnrca(2) Indianapolis(10) 5t,Cloud Circleville Aiken
Jacksonville(7) Jeffersonville White Bear Lake Cleveland(7) Anderson
Lakeland(2) Kokomo(2) MISSISSIPPI Columbus(13) Berea
Lantana Lafayette Columbus Cuyahoga Palls Cayce
Largo(2) Marion Greenville Dayton(7) Columbia(2)
Melbourne Michigan City Hattiesburg Englewood Easley
Neptune Beach New Castle Jackson(3) Fairborn Florence
New Port Richey New Haven Laurel Fairfax Greenville(2)
Ocala Richmond Meridian Gehenna Myrtle beach .,
Orange Park(2) Roseland Starkville Gaillpolis North Augusta
Orlando(3) South bend Tupelo Garfield Nights Spartanburg
Ormond beach Terre Haute MISSOURI Hamilton Sumter •
Pensacola IOWA Florissant Jackson TENNESSEE ,
Pinellas Park Ames Gladstone Lima Bristol
Pompano Beach Council bluffs Independence Lorain Chattanooga(3)
St.Petersburg Des Moines(2) Joplin Mansfield Cleveland
Sarasota KANSAS Kansas City(2) Maple Heights Kingsport
South Pasadena Shawnee Mission Marlborough Marietta Knoxville(5)
Tallahassee(2) Topeka Normandy Marion Memphis(7)
Tampa(3) WIc;;lta(6) Raytown Massillon Millington
Tarpon Springs KENTUCKY Rock Hill Maumee Murfreesboro
Temple Terrace Bowling Green Rolla Mentor Nashville(2) •
Vera beach Cave City St,Joseph Middletown
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'0 Service Crew Records the custoIfer's order ',
on our register.reheats the
1 The pec)ple who make up the service crews at We.ricly's stores are our principal customer's order to the c rew
Contact with our Customers.They take time to see that the customers are given prompt for t)rt'C)aratitnt and gives
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Wendy's Pick Up Window allows a customer to place his take home order quickly and conveniently from his car. .
All the customer must do is place his order over the outside speaker,pull up to the window,and receive his order.
Service... an uncompromising dedication
Preparing excellent food is only half the ly judging the quality of their service from the
story at Wendy's. Our managers and employ- customerq'side of the cotmter.They believe in
ecs take great pride in serving their customers the"team"approach,and you'll find our
with courteous speed and alertness, constant- managers working alongside our employees, •
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high degree of operational skill.The talent and pa,ny markets report to each regional director as
,. '., experience required to meet this task is being detailed below.The area directors coordinate
developed from within.as evidenced by the the Efforts of supervisors who are assigned sever-
.I '. promotions of David Isaac,Assistant Director of al restaurants to visit daily. Because we have a
, .• Company Operations, Michael Cornette,Ad- demonstrated ability to develop talented per- y`
' ministrative Assistant,John Niklas,Southwest sorinel,we look forward to the challenges of •
Regional Director,and Richard Postie, Midwest future expansion and growth. •
1`� Regional Director.Area directors for the Corn-
David Isaac ;
,' '' ' Assistant Director
�,*'w —� John Niklas s` , of Operations
�' Soutnwest . I.
ti, Southeast
' ., 1'" ' 1'a... Regional Director .: ` :• Regional Director
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Oa.•«.• Phil Slyby Clayton Thomas Mike Gates William 4'lylor Paul Gronbach John Roissiger William Smith ,K
Dalla3 Houston F7rtWorth Memphis Tampa Jacksonville Atlanta
Franchise Operations
. ; i 1-7-7-777-7;
At December 31, 1976 approximately ` t'' �'"',• ` ,� �
T• 1 70% of Wendy s restaurants in operation were I f` ,A 1 . •
owned and operated by franchise owners. ' '.'..',21.1.:,,;.,: i',4#-„,, ?),'a'
.; During 1977,it is anticipated that as many as six '' 1 i r ` ', ,,<„ •,„",,„' r 1
' out of every seven new restaurants built will be 1 '.,.4'.• °C lb,
`t'''. r��' ' pot "q
'1\�WASNINOTON I { i A
franchise restaurants.The Franchising Depart- MUNtANA f ��.1, ;''' 't, '„''
•wflTNPAKPiA MINNE5bTA ` ' ''va,"e % ,�yt
meet,under the able direction of Vice President .� E :,r,nit t. ,f "/ •4+ •
�` of Franchising,David Teal provides these vital flfc l �„ '►�'� N
members of the Wendy's family the assistance y NP 6QUTNpAKDTA~'a w w. , .
y ) aV..e 4-so z---1-...a r t� '''w 1
I Vi-soz 1 "� �1�s 'NEN����� p
requited to operate their business successfully, -,_ ••
i.uaawaJLa.:•,.� , y�..,-�' PENN9v4 IIA u.
The Franchise Operations section of this C.fUFgh A` NEVADA l`y"1UTAH • NE%flA�KA 'a^a'nWA '�V,d�41N�1���yf��:,F,;� .,
,, department coordinates the full range of exper- , r 1' ..„ y ;�' �.
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Use of other departments which franchise owners -..._4,_._.\--.11A"\Mt65 4 ,,
regtti e from the Company,This includes real ,;�,4 K"''A� �t ,lino' , ,.-•� � : •
estate,purchasing,marketing,management y E. `ttu' ,�; au.•i°�'"";i�t '`"training,on-site assts±ante with operational and '` "°NA"""' Ut """*"..+a— a"�a � NEW M�!-ICP a.....:. �IKLAI/0MA .w...,rr.C';'ENNE �+ "0044.4' �k '” •
�`I �� - or AHCAH4Aa c^J ../.-t� j ,
other matters,anti selection of local suppliers, lty ot' ��« '1��';
Major franc'•tise areas throughout the / fi L. .....,,,,,,-,,... ° 1, '�
United States a:e in the hands of solid,expert- Im'col,totk?its.1,10 r3l_ ,.•• } enced food service people,In 1976,Vice Presi- Regionali r��'
,., dent of Franchise Sties,Graydon Webb, Directors
1 ,. a received over 2,500 requests for additional Region 1 -Bob Hayes !L.,.
e Wendy's territories, 2-Pete Saud' c.‘1)
' In audition to working'vith new franchise 3-Nan bury
sales,Mr,Webb also is respot{sible for monitor- 4-Pat Milo'
�h' 5&r3-Hick Kisar
ing the growth and development of current ,.
lik: franchise owners, Franchise Regions in U,S.AW and Canada
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' Pr r� k 1 w , \ Z ,, t , t fir.4-i':',, Training Sdchool
/ ,i' c t i`'f 4` ', r'.i. .0 ' ,\1\ 1 1 ' ` During the past twelve months Director•
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c ; ; Philip Pappas and his staff have trained 1,450
? f f ' f � `•` people at Wendy's Management Institute--
. '' -''''t¶'� '_""- .J> " ,+ r s !,. `.11,•:,,• ,. , "4 ": . x.1 .,"'f•,, managers,management trainees,new franchise
�: e•; _ - f� 4 ', owners and their employees,Based on project
`���;. , \ I I '� , s r 4 'w, ,, �r' �� ed restaurant openings,we expect the school to
tith" ;;1.1 ,,',1'• •..jr,,,11 1, , �� 1�'� „",414 ';; . ,f, train 2,500 students in 1977.To meet this need,
• J, 1. „t �, -t'.,• �.:!. t (!, ` ,: 1.,
` ti^+�M ” " -„ a second Management Institute is planned for
'iJ \, f ,;'r r '
�, .i,40-1 j ' it 7� Siil tl �� '.. . ,-,.. • } ,-.�'{1 the Dayton,Ohio area to be open in the Spring
(r i,�i, ''.0.1.44* �, -'. . 4 ~» i of 1977
,,. ,,ye a , ,a ' ' J �„ ,' , ;4g , ►,w =s°; Wendy's considers its training effective
�ilg '' ".*"...v":1"4"'''''''''''''''`.' ' N.- '' " - because we stress how to apply the techniques
• y that we teach,Students in the 2-week basic
' "/`.• course for store managers spend about 60% of
. .. • 0 �e.
their time in the Institute's well-equipped class-
' �:. ti .4 y,� ' .: rooms,and about 40% in Columbus-area
1,
,, . :; £ 1 1ttcli• '' I' ' , ' Wendy's restaurants under the careful tutelage
a " ;' '' •t r •' of Institute instructors and veteran managers,a Rt1 C g
3'��� fit'/ , " r'' 'r y The Institute also offers an advanced cour;,e of
us �% '; ',',•‘f 1:1 a, ,.' instruction for multi-unit sup arvisors,
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Engineering j�,'� .� s5,1::,,,,,,,.. r:�y, l ,�, ` `µ
The rapid expansion of Wendy's comr,a y U YY � ' ,
N. • markets and franchise owners'development ' f .W- ,` ,I .'.L ` --0,�, .' �r ' .
1+
Mn,yM,i
plans have called for exceptional performance ; ,,,
by Hank Sherowski, Vice President of Engineer- '�" ��°•
ing,and his department. .w,�,,%-'""�
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Franchise owners continue to rely heavily �' a "; ,,, "7"' .' ,
on the Engineering staff for support,The t rte«~ a r M '
f Company's 17-page enginwe;ing blueprint for .� � �'
y each standard restaurant has helped construc- �l � °
• tion jnhs move expeditiously,and contributes
i•I, significantly to the universal excellence of
•
J • \1l Andy's physical appearance,
The Engineering staff has worked with
•
manufacturers to develop the energy-saving
hoods now used in the restaurants,and has ' • >' , , ' , 1'
'f incorpon ted sop histice•ted devices such as load- �' 4, , ' .� ,, j
,` • shedding circuitry,automatic night setback and � " `
interlocking devices to prevent fuel waste, 'Y�' '
Mr.Sherowski and his staff also designed •.. , a;, '' - k: 'iv
and supervised construction of the new " ' ' • • �� IrJ'` w - ! , a .•
25,000 square foot Corporate Headquarters , ll■n :ii k ,* ,�
in Dublin,Ohio,which was com+;,feted in 1, ,• p 10P4 yy' `''' , i -,.
December of 1976, r` .� �,y,� ��> `,. �
f, t'
1 r t, c r 1 f y„ ''• k • tots
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r .sra ' ' '.u.'-Lc,�iaxrrar �L,a '.. .y+.,Na,Hw,y,, +r•wa.I.G..1 >,.......- ,...
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�t `:, u • .ra t -<, _ ;r . �ry� 'n-,M-' d' Real Estate
• y ...,c •A � "�i•� ..:�4 t, •�.. �+�• ;If .w�' k w.r^�'�� �y*n ��»).. `�'t*}
A ° t,t' gyp, N^ a.. :,.".s+y,, q.a , ,,`r:,l,-,..i. i,
4 �; '�'t :� � - r ' r. � ,��, 1",^, The growth of retail,service companies in ,
f' " , yy ;" .�. n°'�"' ° ' `"D � '�", „It,' Y p° °t��"� " 3 all areas of the country makes finding good
■
.' 'A,, ,, , •o,. Men ., w,`� . ,,7?"" Wendy's locations more challenging today than
X64, 4 A ,,. ,� ,, , i
' "i« '. f;. • _ ,> 6-,, . ' „ . •1 'tr' ever before,Wendy's Vice President of Real
�t < ♦ •k Estate, H.James Graham sees his department's
;`` '•,� a `t ' ° `=,. ;• ' . '41. ��r;,� "` 'j primary responsibility as obtaining high activity, •
` ,, f « ' .0 , /,,,,,' M ,, , •-i high visibility restaurant locations,The depart-
` ,, ' . y % .,, :,gar w•-""" -.:.4 ,'M` ` i►="4.•#,,,'�%r'*u; ';;t-; ment's real estate professionals combine demo-
r.rte,' ., '' 1 ' ,y '• • ), I , f • graphics on population,market research on
* " ., . � ' ,t",> ,:` "'i'' '`°'' '„”' +-. r Y'"'''' ''-'°�! `,, it„..."'. employment centers,and many years of expert
, R ,
! • • • .'.4.-. •: t'.- ,: 3,:. , ' " ence to find and evaluate new sites.The depart-
.�j� ` F .r ( ment finds it must look at an ever larger number
• .d:;: r p` i O.' Ai.,k, , . ` r :'fe r, � fi •', .° ;., ga f of sites for every one that is found acceptable. I.
y. �_ 1.
� U. :� u��-" y,N q•- _ � �-+��JpC— p��'"�N•�+ + �t,� _�'��pr,h�,-'., The department also has responsibility for q
_ l•' '-'•°A•--- ""'�"''-"--""'_ ". working with franchise owners to improve their t. •
' ' chances of finding good locations,To do this,
" �(' Mr,Graham has developed a procedure includ-
� 4 t` .4;, Cf-,,:`''r . N\ ing a form on which the franchise owner submits I M.
' ` t . T. . t,' . ��''. ''' i all the data which should be evaluated prior to
R'°"` `.k , , '''' ', .4,' t N 1d t developing a site.This data is reviewed by Mr,
M ;•- r .�, u"; ♦y , / f '`^ Graham's staff,If Wendy's basic criteria is met, I
an on-site inspection is made before final
• '" $ acceptance
• .' � t N ', r ' ,. it 'r.:
. s 4 1 ' 1,,.:',,,... A',, �'.•• d : ' , ' .. ., i• 1,
='(i1,"e e:.ay,{„""WM ,r E
, , 4p ,V b r •
Accounting /'t •
re.r, ,r
. Accounting is one of several internal r r "ia. ;:N' >'t'` "t ` ' '
. financial responsibilities assigned to Wendy's / dt ., .. ' .: - ` ,, t '
•' Secretary/Treasurer,Ronald 8,Musick,The .- _ • 1 i 'A ', • ! i ="�; ,.;4,
-' \ Company's Controller and Tax Manager,under ' :~,,. .:t .t 4}' ' .a ,, t:' °+, _'' `,�'1`L` r '
to a a 4 i t t eY • ,y ', +, • \'�`
the direction of Mr, Musick,are responsible for Y>� :i. ri d} 1.,+ i''� ,t,,3 l'il74 k ': {, }'•r ~ "`
the preparation of financial data tor external ,,f„,10,...,,:;,;,/,,k,,,' J.Q. s't{ _ 1'7 i- t.. I:1,"'1 "
, reports on company activities,financial inforrua- � JJ 4,-":",.,11,,' ' ;„:.i _i, �,r f I'' t,,, I-�L''i �4 f,;• �'
S 7 ,."1".4'-' t�=i :”'i ES i A ',ii t,(1 1 '''I ,''' '''.....•*nt,t•,a:a rwrn,.'•"' r-' 'p
tion on company operations for management 1'`. '.•"'■•#'•4,i '''' a`jt '' ';' � +' t +t t. 1'iY ti 'C,...`,{ k'r
p
review,and specialized cost control data for ;>- w j"\ 17,' ` V'`
a y
- l'' each department. +a.. + 1 i 1 '. , ,.� F r '� ` ' 'r' ',' ' ".•
i .•• ' � 1{1 M "t
• In addition t,a the accounting functions, .' ;
.' !1,. 111 r•
performs treasury functions as well M•. ►����� � � � �
Mr.Musick pe y i . �,�.K„fS'�,�M t .-. .W _�,.. __.,_ ,
•i; as overseeing the Company's insurance and
employee benefit glans.We believe it is a signi- •'r�M,; ,
ficant credit to Mr A'4usick that he has designed •.� , '1"
a system of control in these important areas r '.,6 ,' . ^4 r 1 . '/ `" t, ,4p''
, ) ; during the rapid,growth of the company, �' , `, '•
i ,. . .
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•
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.,
wet \ t, , y -_...,.e if ,.. /
- ;�y'• ., y t"'�t,?� 1 "�'`_ t „era� �xic� ..�Jr•' '�"�w,,y
= a�• pc 1'9 +t 'a rF1 ` 4e',�' ti�`in4s,�•{ H. tr
owly; ,; 'tt :'''`.90.. , ,' LL---": Marketing
' 1 '' ,„ �1�/� -' ,. e; In 1976,Wendy's announced plans to
t
0, w :Y 'I, '' @' 'n'';voli, ,�r •• ,- -- ' . •co launch a national advertising program in 1977.
�1 '' ` ' ;"'' That program will enhance the Company's
....,e a�`'' �' • image and the consumer s awareness of our t.
, „� r. '' ) ,; '”' ;v ” 't„?"` ' $ vti: , c 1 products,
,�,, � e"47./t' „' p w ”�pns 6 -' The national campaign,which will begin
-1"-.4--..'4",,.':..0..*,,,-k 5 `'" " s '�/' t � .' : ,;... appearing on network television in the spring
' . i '', - i. ' T • ntr. ' ' i ad ' of 1977,was created by Dick Rich,one of New
,,„,,,.....r,..,‘,.,,,,, 'u m ,,,�, 1 , �o' York's foremost creative talents,According to
I
" r� '` ~`"`-fir tik "`'' • �`, ."�, t,' ",,,rs., `n!a' Jay Schloemer,Wendy's Vice President of I�•4 2. ..,„, - ,.,._* :; , s� `'''^ ,. . .I ` '' �,''4 `tip°C,t '..' .. Marketing,the new national ads will also
' ` ' ,, '{"�" 1, /1'��+��"tpry"�',� improve the efficiency of current local market
.•. •. advertising,
Despite spending lower competitive dollars,
' ' the Company has been successful in developing
" ..0.1 i its markets a good indication of the effective-
'' w�' ' '' s., ness of our advertising and promotion efforts
, � , ,,, �� �' , " and the quality of our products.
'',•!•'?' '447 .• t ' In addition to planning and coordinating•
r ` " '• marketing ii,all company markets,Marketing
k +: .: offers a support service for franchise owners,
}' 4 ' .. , ,! • _' ' S '' ' providing them with market planning,supervi-
r 1 �, '. � sion, counsel and access to advertising materials,
. � •. }ice � ',y
- ,\' ". '.''-' 1
r.1 ,. , *•
' ..
.'MP.'.err tl • ,
Corporate Planning, W�.
•
The office of Corporate Planning,headed t
'* ' by William C, Leiter,Vice President, Is responsi- ;;'� '
ble for all areas of external reporting of financial
information,investor and credit grantor relations, ,'
' investment of company cash and forecasting,
During 1976,Corporate planning was `' 4.N;,,.'.4„,, , f°`':y 'e'_. ,
involved in the Company's first public stock r^ N
• �'t �''� .,, � ?' � tie�' �\
d . , , vn• , , ,� •
successful sale of 11 Million 51►dres t• r
offering, th.,success sa ..,,, .� �, ,� ��., .
The 820,O00 shares sold by the Company '' �; 44,.:"f,.. . ; 4 '�.i ; : °;' -'
. 1 , y ice{ h
f°" provided$21,582,400 for its restaurant expan- , . • ` \;.. �`,, ; �` ` ''
�' sion program and debt retirement, ` y. 5,,
Other department responsibilities include .7 . ,.: �'. ... ,. ..M 't,:`�
short,intermediate and long-range projections
' on growth,revenue,income and capital needs; ' ' •1 's`
establishing relationships with sources of capital ' '
to protect our growth posture;developing capital ,,7�'° s.,
t from brokers,banks and other sources;and '' �`
keeping the financial community and our share- • "'} """' i e :�� '
holders informed of the Company s progress. �� >' ,
.
s r Rh,'ff
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Purchasing
'�� 9 , Much of the efficiency of both Company
a I lsrc"yr ,o. •4-ww 4..10'„ 4 M': ctW.+''' 1Y••44 if. 1
,,,,,, fywg,. (. market restaurants and franchise owner
.,4 "K �` `• C" '�' 1 � •' restaurants is directly attributable to the excellent
• ':"I` 4 •d P, y , t. .�;e0- ;, ', .,,: t. ' -;„ , t t ”"' " ' , service provided by Richard Hill,Wendy's Vice
ffP•�b{y .'r-'., ., r� ',0�;::_ '4 )', ..�� 1 i b s, , ' " ,,e' �,. , !. A �. President of Purchasing and Distribution,and ,,
f yy, .m lr M 1 1 J,i 6/,,,,
.6'r i� 1��� P-.. , ♦Y� e� ,'',2-•
f r ,;,i ', i,,i. r, , '',t,::-• , �j.�4• ,',11,;:. w4 his capable staff. 1
. �- ,�t' > M9f;�, rt 3 , t �` National purchasing arrangements,coupled•
w"t, E , I , °sy , , t c, y
taf ' - :� ':� h 1. *': • , .°fl'�'''- Y `I {• I; ,,'' I1nt`+ ' with a smoothly operating regional distributor-
xr �>,ovr"` � � rr J ,..� '"��' � *.W + ..
"1*. H .•fir
" ` . - .?, •,;,.•,,,.` �•°; .,. s ■ ,,,!r „': ship organization,provide Company and fran-
_ �xa +k Yw w ^sic � ha, r .�,+p•!r„, P " ,,' A1.., w u•�:
-z i; , ,,: 4:i . • ^"5'° ;.�; x , ,, r . ' M chise owner operated restaurants with cost
. ', °��"`-''1„dr' zr--. ';°"-,.,�-vih-" '*"-,b k'�-"r�Y'"... '= -- ,,,,,,,:‘,/. efficiencies and uniformly excellent food, •
' supplies and equipment,
S Purchasing is testing a new meat buying
j program which is expected to result in better
',, t`", _ control over cost,quality and delivery,As with•A
�' #i,"` ''; " ,,, , ti,` ' ; the national purchasing arrangements,the
''jf • h.r M� combined meat r. uirements of Com any and
r •. 'C"!'"°".�y.'F7° ..'�f r,,.y`�, r � � a � �. + �I requirements Company
.'''`� ' �,,t: :'-.4 , franchise owners are explained to potential•
'I�'• l pF ,t �' '.0 1 I 9,.r' 'I.
„� � ¢� P„!�" suppliers who are then in a position to upgrade
wl° , �, ,'.1'r ,^� fib , ` +•,.1.
, ' r ; . ,,� their processing equipment to better serve our
' t dw `` ' needs, •
i' ..'•'''''',' ,f'.' Sir :.,4-.=R4. , +3i•,.'_
•
CiC �r P'K m • I'! ;ti
Legal i �` ',,��yy s ,
Wendy's Corporate Counsel,Stephen J, q
7 i 1 .,. Ad uR:} 4 .•
' Simmons,provides expel t legal advice in a s ���„t,� , . 0, r ).4 t" • 4 f•
broad range of areas,including review of fran,
{:';i
chising arrangements and real estate transactions, :' ,." .y, • ; . ° 4;
• The Company's success record has invited 4 , ' ,• :""" , Y, 0 y'"'if
trademark and servicemark infringements in Via i,p ai'�t 'I.soma isolated cases,requiring swift,decisive ',c d :
w „,,-.--'4,,,,i''' t d
action by our counsel. .” .+' . ,�
A substantial portion of Nir,Simmons'Hale `A 4>° '
' ; is devoted to coordinating the expertise of our nn� 4 .:... rv' Y i.
outside legal counsel with all the Company's needs, o,.+ . `
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d i.iJ .ply ','' *}; ..", 1. ,y,•,:,,,1976 Highlights ` ; ' 1` `
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• ;; Financial Summary-Five'. is Ended December 31
1976 1975 1974 1973 1972
Revenues $65,637,321 $34,233,583 $13,555,800 $4,540,931 $1,834,118
Cost of Sales 32,706,268 17,501,392 6,983,055 2,372,883 979,602
Operating Expenses 18,837,213 10,260,801 4,003,478 1,449,157 649,184
. Interest Expense 1,143,681 893,415 394,409 135,434 23,134 :
. • ' Income before Taxes. . . . . . . . . . . . . . . . . . 12,950,159 5,577,975 2,174,858 583,457 182,198
Net Income 6,749,159 2,918,875 1,160,125 327,257 108,498 •
• Earnings per Share L62 .84 .35 .10 .05
Dividends per Share .01 .0025 .0025 .0017 .0017
Total Assets 65,340,398 24,568,933 12,157,934 4,735,835 1,728,700 ;
Shareholders'Equity 44,981,256 7,163,129 3,069,157 1,572,761 949,534
Number of Shares Outstanding 4,883,631 3,368,215 3,216,610 3,151,110 2,775,000 •
Pre-tcx Margin. 19.73% 16,29% 16,04% 12,85% 9.93%
• Return on Equity(1) 28.80% 57,10% 50.00% 26.00% 19.70%
•
•
. •• Sales—Company-owned and Franchised , . . , 187,683,200 74,462,600 24,232,900 6,263,800 2,014,500
Number of Restaurants in Operation. , , . . , . .
520 252 93 32 9
Company-owned 151 83 44 17 7 '••
• • Franchised. . . , , , . , . , 1 , . . 4 , . . . , , • 369 169 49 15 2
' Average Annual Revenues of both Company-
. • • owned and Franchised Restaurants(). 511,398 489,800 429,900 368,400 335,700
• (1)Based on average equity employed(2)Based on weighted average number of days open
Managements Discussion and Analysis of the Financial Summary
,
The Company's substantial increases in 1976, as The opening of a Company-operated restaurant .
compared to 1975, in annual revenues (92%) and net produces substantially greater changes in revenue and
• income (131%) are primarily a result of the increasing expense items than does the opening of a franchised
• • number of restaurants in operation. During 1976 and restaurant, The cost of food sales represents the ',
. 1975, this growth was attributable in major part to the Company's largest cetegory of expense. Fluctuations in
opening of 28 new restaurants in 1976, 39 in 1975.The total food cost as a percentage of retail sales has a direct '
Company also acquired an additional 40 restaurants in effect upon the Company's pre-tax profit margins. Prior
1976 through the purchase of certain previously fran- to 1975 the Company experienced wide fluctuations in
, • chised areas (Note 8). In addition, owners of franchised the cost of various food commodities and such fluctu- .
restaurants opened 240 restaurants in 1976 and 120 in ations may occur in the future, The cost of beef consti-
i1975 which resulted in substantial increases in 1976 as toted approximately 29 percent of the cost of sales during
compared to 1975 in both royalty revenues (202%) and 1975 and 1976.However, there is no assurance that the
initial franchise fee revenues (151%).During 1976 royal- stability in this and other food costs will continue in the
r ,` , ties and franchise fees co..stituted 10 percent of total future. ,
revenues as compared to 7 percent in 1975,Increases in As it develops a new market, the Company incurs
franchise fee revenues were in part caused by increases in certain supervisory and promotional expenses,These ex-
fees from$5,000 or$7,500 to$10,000 per unit for fran- penses do not increase proportionately as the number of
chises arranged subsequent to July,1975. Because hr'11 restaurants opened in that market increases,Accordingly,
the average franchise Sales volumes and the number of the Company has experienced increased profitability in
franchise restaurants have increased, royalty income has some markets due to the absorption of supervisory and
` risen faster than the related administrative expenses.This promotional costs by a larger number of units,
portion of the Company's business has become increas• The Company's interest expense during the years
ingly more profitable, During 1976, the Company corn- 1975 and 1976 was $893,415 and $1,143,681, respec-
•• '1 pleted its initial public offering of common shares, The tively. Increases in interest expense are attributable to an 6.
proceeds not utilized to retire debt or purchase additional increase in borrowings incurred to finance the develop-
restaurant properties or build the corporate headquarters, rnent of new restaurants and to carrying certain indebted- •
• • • together with cash generated by operations and warrant ness for the entire year during 1976 which was out-
, exercise, has been temporarily placed in interest bearing standing only part of 1975.
• `'� ` investments,which caused the substantial increase in other
income.
. 15 .
Revenues
(In thousands of dollars)
•
_ _
1975 34,233
1974 '13,666
_
1973 454ó1
1972 1,834
•
•
•
Net Inco,ne
' • • (In thousands of dollars)
, 4 A • „ . '
—
1975
F
2 918
. . L
•
1974 1,180
1973 321
19%2 108
•
Net Income Per Share
(lh cents)
•
1976 ." • . , k• , • , 0.4
,•
84
97t, C''
1974 36
1973 I 10
1972
);
Company and Franchised Restaurants in Operation
- . • - . 7, • '
1976 ..•• 4 J I ' 6 •
I
1975 62
,
1914 961
I 1973 tg
1972
•.;
16
" • ,• .M11111111111111.111111
. Pre-tax Margin
o (Percent)
i
1976 Y F s t ', '+ I ,
y
•
1975 16.20
,
1974
1973 v 12.36
1972 9.93
f
r Shareholders'Equity
(In thousands of dollars)
1976 rk r iM f ► ,i °' . eY �
f.,! .,...,. .h:r+..,,,.-.n-�..-..s.w .r 1�..ti.w- •� ► �,,.+�.� ,,......., i,+h.,n_r...l.W�. ..a.. ...A. ..a..i+.L�. „_.�i,.wi..�",._...s._..]' + ,..*,�..r„x.+n ., 1.... , _ .. d'
,
, 1975 7;1 03 I
•
1974 3,069
' 1973 1,572
1972 949 .'
h
Sales by Company Owned and Franchised Restaurants
•
(In thousands of dollars) •
I .,,,...r.. .. 7 +:-4,,,:--.R- .,,T...F ..r w, 1 ,i..,.. _' .^ ♦ 'rr 0,403.,.� ,
1976 i `�r' 1 �•,/ ..fir !. Y, i* Y �. { ., , ,, •r ` + ,.w Mr.1++1(w.. 5 V.O. r s Y r. !
'' ' ,.c', .. ,.. ._.'r ,...... . S ...+., . +,,.., n, < .... .,....u... h J:•+4 y,,.»,...........i Ar+#«:.,...,,,r ,wei,,....»., 3
1975 74,462
+o• 1974 i 24,232 {
1973 ' ' 6,263 +
/,
1972 i 2,01 4
i.
Average Annual Revenues Per Restaurant W Company and Franchise
(In thousands of dollars)
tn '!�" a _,..�.„ j Y y ..q..... ' ,..... -:,...._ i ,'t y r'„ k .k"'-,'� "r C•^ r -,-
,.. 1976 ♦ +0 c . ..,� v / r .4" V. t «-+ ;'\ Yt "F r �•l-1 �r C. r,....«•..,,'� ..w.w 1 it �.i .•
•
i 1975 I ;' 489 �
i
1974 /
1973 i/ 06 j
i
1572 / 335
,Y
17
■
•
•
Wendy's International InL ialance Sheet, December 31,E )76► and 1975
•
•
r. .
Assets
r
Current assets: 1 970
Cash,. a , , , , , , , , , , , , , , , , , , , , , , , + , , , , . 1 , . , 111 . . . . . 1 . . , . 1 , . . . , , . 1 . , $ 858,930 $ 1,069,049
Short4term investments,at cost,which approximates market,
including accrued interest 1 . . . . . . . . . . . . . 1 . 1 1 , 1 , . , . . . 1 , , . y . , . , . . . , . , 25,678,386 4,062,017 '
Accounts receivable,., , . 1 1 1 . . / , 1 . 1 . 1 . . / 1 1 . . . . . 1 , 1 , . . 1 , 1 1 . . . . 1 . , . . . . , 1;119,7{0/y6y 580,610
Inventories,,.,1. . , . 1 1 , . 1 . , . 1 1 1 , . 1 1 1 . . 1 . 1 1 , , . , , 46 . . , 1 , . 1 / . 1 . 1 1 . . 1 1 , 433,252 275,172 �•
Other, . . . 1 ,
. , , + , , , , , , , , , , , , , , ,, , , 1 . 1 , . , , , , , , , , . , , , , , 1 , , , 1 „ 1 . 11 131,916 64264
Total current assets,,, , , , , , , , , , , , , , , , 1 , , , , , 1 , . , . . . . . . . . . . , . . , 28,222,190 6,051,112
Property and equipment,at cost(Notes 1 and 2):
• >3suildings... . . . . . . . . . . . 1 . . . .' , . , . . , . 6 . 4 . . . . , , . . . . . 1 . , 1 . . 1 „ 9,172,396 5,354,528
Leasehold Improvements 1.... , . . . . 111 . . . , 1 , , , , . . . , , , 1 , , , , , 1 . , . . , , , , .,, 4,384,001 1,808.880
Restaurant equipment 1 „ 1 , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , 8,165,349 5,450,976
Motor vehicles,.. , , . , 784,217 416,859
Lease equipment 297,j`'35 214,445
Lease rights,... . . . 1 1 1 1 , . , . . . 1 . 1 4 . 4 1 . , , , , . . . . 1 . , 14 1 44 i 4 4 4 Y , . . 4 1 , 64 300,709 09 300,709
•
23,103,901 13,546,397
Less accumulated depreciation and amortization. 1 . 1 1 . . . , . . . . / . . , . 1 1 , . . . 2,700,767 1,159,79
�y
20,403,140 12,387,218
Land,—, . . . . . .%�i�. . , . 1 .,, . , . . . . 1 Y . . . . . . 1 . 1 . . . . . . . . . . 1 . . . . . . 1 I . Y 1 44 9,751,207 4,828,623
Construction in progress. , i'1 . . , . . . . . 1 , 1 . . 1 1 1 1 1 1 1 . . . . . 1 . . 1 1 / , . 1 . 1 . . . . 1,143,710 225,500
31,298,057 17,441,341
• Cost iin+�e,tcess/yof`njet assets acquired,less amortization of$80,400 and /� ({
$3,950,respectively(Notes 1 and 8). 1 . 1 . 1 . , . 1 , 1 1 1 1 . . 1 . . . 1 . 1 . 1 1 . . , , . . 1 1 1 4,841,100 /5,050
Other assets 1 . ', . , . 1 . 4 . . . 1 1 ( . I . . . 1 1 . 1 . 4 , 4 . . . . . . . . . . . . . . . . . . . . . . ., . 4 . r ✓Y./,051 1,001,430
5,820,151 1,076,480
$65,340,398 $24,568,933
The eccor ipanying hctteSiate ate integral part of the financial statements.
18
' G
•
•
•
•
Liabilities and Shareholders'Equity
Current liabilities: 197 1975
Notes payable,bank 1 i 6 if Y » A f I { • A Y Y A • t 1 1 1�1.A 16 f A • , 1 { A i • Y . . • Y f I i 1 » A 4 4 , $ 1,200,000
Accounts payable,trade , r • , , , • . • . , . , . • r • • $ 3,546,315 2,036,850 • .
Federal,state and local income taxes , . I . , 3,411,735 2,287,497
Accrued expenses. . . . . . . . . . . . . . . . • • „ r . ♦ . . . . . / 1 . . • • • » / • . , 1,060,404 912,497
Current portion,,term debt..,, » , f , . • , I, , . , i , , , 1 1 • . . 1 / . . I , , • , • • • f , • • { , 425,0984 493,684
Total current liabilities,. , , . . . , , . A , • „ • . • 1 . , • . . . • . . . . , . A . • , . , . • 8,443,552 6,840,528
•
Term debt,net of current portion(Note 2) 1 , . • • , . . • 1114 • . • . • • . 9,860,590 �. 8,905,276
Deferred franchise fees(Note 1),. • : . . , , . , . . , . , • 1 , • , . •'' „ • • { I r • . , , . . f • r „ 2,035,000 1,660,000
Commitments(Note 3) •
•
•
Shareholders'equity:
Common stock,$.10 stated valutb(Notes 4 and 6):
Authorized: 12,000,000 shares
Issued and outstanding:4,883,681. shares
• (3,368,215 in 1.975) • • 1 I f . , , 1 r , 16 , i , , . / , • f , • , • , 1 f • 488,363 336,821
1
Capital in excess of stated value. • , * { 4 • Y, , i • . , r A / , i 1 / A , . , . 1 . . . 33,262,647 2,26,412
Retained earnings(Note 2)A , .. . , r . . , . . 1 . , . 1 I 1 1 , • • • • { . , » A 11,230,246 4,529,86
Total shareholders'ectuity.r . , . 44,981,256 7,163,129
jJ
$65,340,398 $24,568,933
' Tlie arcampanytng hrga are an integral part of the financial statements,
•1
I
19
...I..r.•r -•• •»:�+...mom+..••-,ol:p,..m=�sr..�,�..p.�aa=•n y,ranw.,u, .�rw.r• r.,..,.,r.:',.y,.«.ti_...y1n+,+�..�-^ .,. .. , .... ;, ,1
1
•
1.fi
•. Statement of Income K. s.
for the years ended December 31, 1976 and 1975
,s
1976 1975
. Revenue:
Retail operations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $57,926,804 $31,598,968
' Royalties(Note 1) 5,190,255 1,716,138
. Franchise fees(Note 1) 1,692,500 675,000 ''
Other,principally interest.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 827,762 243,477
65,637,321 , 34,233,583
Costs and expenses:
Cost of sales 32,706,268 17,501,392
, .; Company restaurant operating costs 13,147,387 6,490,248
General and administrative expenses 4,430,108 3,040,041
Depreciation and amortization of property and equipment(Note 1) 1,259,718 730,512 .
Interest . . . . . . . . 1.1 43,681 893,415 r
52,687,162 28,655,608
Income before income taxes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,950,159 5,577,975 , .
Income taxes(Note 7):
'" ,. Federal:
Current 5,477,400 2,894,850
Deferred 129,600 ( 509,750)
5,607,000 2,385,100
State and local 594,000 274,000
6,201;000 2,659,100 '
Net income $ 6,749,159 $ 2,918,875
Net income per common and common equivalent share(Note 1). : . , , . . + . . . , . , .._ $1.62 $.84
/eighted average common and common equivalent shares 4,174;075 3,478,580
M
0
.• l,) 1
r.. Number of restaurants in operation(Note 5):
Average during the year 112 61
Endof year 151 88
. the accompanyhis notes are an integral paint of the financial tatenients.
.
20
t.
Statement of Shareho1 dek,, Equity
for the years ended December 31, 1976 and 1975
'a
•
Capital in Total
Shares Common Excess of Retained Shareholders'
Outstanding Stock Stated V alue Earnings Equity ' •
Balances,December 31, 1974,
as previously reported 3,061,610 $306,161 $ 1,142,195 $ 1,588,932 $ 3,037,288
Pooling of franchisee(Note 8), „ , — , . . ,
155,000 15500 ( 13,500) 29,869 31,869
,M. Balances, December 31, 1974, as restated, , , 3,216,610 321,661 1,128,695 1,618,801 3,069,157
Sale of common shares by a pooled
company(Note 8) 57,500 5,750 144,250 150,000 .
Shares issued in connection with exercise
of stock purchase warrants (Note 6),, , 83,700 8,370 1,037,880 1,046,250
Costs associated with authorization of •
additional common and preferred stock, , ( 20,325) ( 20,325)
,y
Shares issued in connection with exercise
of qualified stock options(Note 6) 10,405 1,G40 5,912 6,952
Cash dividend,$,0025 per share, , . , , , . , . . ( 7,780) ( 7,780)
'r
Net income for the year, , , , , , 2918875 2918875_.
• Balances,December 31, 1975 3,368,215 336,821 2,296,412 4,529,896 7,163,129
Sale of common shares for cash,less
. $163,553 costs related thereto 820,000 82,000 21,336,847 21,418,847 li
t•y
Shares issued in connection with exercise
of stock purchase warrants(Note 6), , , , , , 283,100 28,310 3,512,940 3,541,250
, 1
Shares issued in.connection with exercise
' ' of qualified stock options(Note 6),,, , , , , , 137,368 13,737 95,087 108,824
Shares issued---purchase of franchisees
(Note 8), + , , , , , l . , , $ , I , , , I I . . 4 I . l , l 274,948 27,495 6,021,361 6,048,856
Cash dividend,$101 per share, + , , 1 , , , 1 , f , ( 48,809) ( 48,809)
L6!
. ' Net income for the year, , , , , , , , , , , , , , , , , 6,'149,159 6,749,159 .
Balances,December 31, 1976, . , , • . . , . , , 4,883,631 $488,363 $33,262,647 $11,230,246 ,$44,981,256
M
The a ccohipariOg dotes ad dti integral pat of the Jinatiedi statdnients,
.
21
• ,
`k, /
Statement of Changes in Anancia1 Position
• for the years ended December 31, 1976 and 1975
•
Sources of working capital: '--A
1976 1975
•' Operations:
.• , Net income $ 6,749,159 $ 2,918,875 •
. . . Items not involving working capital:. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
• Depm ciation and amortization 1,341,627 737,013 ,
Amortization of deferred debt expense 40,658 22,975
Deferred income taxes 129,600 ( 5(9,750)
. 8,261,044 3,169,113
Property dispositions 435,915 205,000
Additional long-tc.rrn indebtedness+ 2,962,085 6,774,958 i
Long-term indebtedness assumed in purchase of franchisees 1,789,851 '
Issuance of common stock:
Public offering, net of related costs 21,418,847
Purchase of franchisees . 6,048,856
Warrant and option exercises 3,650,074 1,053,202
a Other 150,000
Deferred franchise fees 375,000 1,467,500 •
Total sources of working capital 44,941,672 12,819,773 •
Dispositions of working capital:
.' Property and equipment additions 11,005,093 9,220,411 , .
Payments on term debt 3,776,622 3,179,978
Cash dividend 48,809 7,780
• Stock filing fees 20,675
Increase in other assets,net 103,533 423,434
-," Purchase of franchisees:
Property and equipment 4,547,255
Cost in excess of net assets 4,842,500
• Other 49,806
Total dispositions of working capital. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24,373,618 12,852,278 .;.
Increase(decrease)in working capital" . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $20,568,054 $( 32,505)
Change in components of working capital:
Increase in current assets:
Cash and investments $21:406,250 $ 2,765,261 •
Accounts receivable. , . , , . , . 9,096 480,037
539,096 ,
Inventories 15 0 130,984
Other 67,652 37,952
22,171,078 3,414,234
"' Increase (decrease)in current liabilities:
Notes payable (1,200,000) 1,180,000
Accounts payable,trade 1,509,465 787,850
'1i' Federal,state,and local income taxes. . . . . . . . . . . . . . . . . . . . . . . . . , , . . , . , 1,124,238 1,472,794
''"" , " Accrued expenses. , . . . , , , , + , . . , , , , , , . i 147,907 401,160
Current portion,term debt , . , , 21,414 ( 395,065)
/ 1,603,024 3,446,739 •
Increase(decrease)in working capital. . . + . . . . . . . . . . . . . . . . • . , . r , . . . , , , , , , $20,568,054 $( 32,505)
• r,
The accompanying hates are an integral part of the financial statements.
22
A.,.
e ',o
% . .
. g
Notes to the 2.Term Dr t:
'
Financial Statement
Term debt consisted of the following:
•
December 31,1976
Due Within
Notes payable,bank, Total One Year 'i
at 11/2%above prime rate,
due in monthly install. ir
ments through 1978 $ 156,759 $ 93,204
', Various mortgages on real
estate,payable monthly '
through 1999 at interest
. rates ranging from 53/4%
•
to prime plus 2%.Land and
' 1.Summary of Significant Accounting Policies: buildings,with undepreciated
1
Basis of Presentation: costs approximating
The financial statements include the operations of $8,604,175,are pledged as
Wendy's International, Inc, and the operations of certain collateral for such mortgages, . 6,148,929 331,894
..' franchisees acquired in June and July 1970,which trans- 101/2% Subordinated Sinking
actions are more fully described in Note 8 to the finan- Fund Debentures (see below), 4,000,000
vial statements.
$10,305,688 $425,098
Inventories:
Inventories are stated at lower of first-in, first-out cost or In May 1975, the Company sold $4,000,000 principal
market, and consist of ;2staurant food items and paper amount of 101/2% Subordinated Sinking Fund Deben-
Attached to each 1000 deben-
supplies. tares due May 15,1985. ttache $ ,
..\ ture was a nondetachable warrant to purchase common ,
Property and Equipment: shares of the Company (see Note 6). Interest on the
Depreciation and amortization are recognized on the debentures Is payable semiannually, The debentures are .•
straight-line method in amounts adequate to amortize subordinated as to principal,premium,if any,and interest
casts over the estimated useful lives of the assets. to all superior indebtedness as defined in the indenture,
• Maintenance,repairs,and minor renewals are charged The debentures are redeemably by the Company at any '
to expense as incurred, while major renewals and time after May 15, 1980, in whole or in part, at a pre-
betterments are capitalized. plum of 4,65%beginning May 15,1980 decreasing to no
The cost and related accumuiated depreciation for premium in 1985.The Company must redeem or deposit
assets retired or otherwise disposed of are removed from
the related accounts, and the resulting gains or losses cash for redemption of$800,000 principal amount each .
are reflected in income. May 15, beginning in 1981, The indenture provides for
; . certain restrictions on incurring additional debt and on the
Certain costs incurred during the period of construction ,
.,,., availability of retained earnings for dividends. At Decem-
of restaurants such as ground rentals,real estate taxes,and ber 31, 1976, retained earnings of $4,777,000 were not
interest on construction loans are expensed as incurred,
so restricted,
z,: : Cost in Excess of Net Assets Acquired: Maturities of indebtedness during the five years sub-
The cost in excess of net assets acquired is being nrnor- sequent to December 31, 1976 are as follows:
tized on a straight-line basis over periods ranging from
• fifteen to forty years which,for restauic is leased,includes Years Ending 1977 $ 425,098
the original lease period plus renewal options, if appli- �ecptuber3l, 1978 413,011
cabiy, The above described policy results in an average
1979 492,932
1960 512,812
amortization period of a p roximatei'twenty-nine ears.
-
1981 1,103,042
Franchise Operations:
"j, The Company grants franchises to private operators in 3. Commitments:
exchange for an initial franchise fee,and receives royalties Leases:
based on a percentage of monthly gross sales,The initial The Company occupies land and buildings and uses
franchise fee is recorded as Income when the restaurant equipment under terms of numerous lease agreements
commences operations, Royalties are recognized as in- expiring at various dates through 1997, certain of which
come on the accrual basis.Expenses associated with fran are designated as"financing leases"by the Securities and f chile operations are charged to expense as incurred. Exchange Commission.A"financing lease"as defined by
Income Per Share: the Securities and Exchange Commission is a lease which,
Income per common and common equivalent share is during the noncancelable lease period, either (i) covers
computed on the basis of the weighted average number 75% or more of the economic life of the property or
of common shares outstanding and equivalent common (11) has terms which assure the lessor a full recovery of
shares representing dilutive stock options and warrants. the fair market value of the property at the inception of
f✓ 1✓M
.. 23
i .
( `
the lease plot., a reasonable return on the use of the 1976 1975
assets. In most cases,leases contain renewal options and Amortization (straight-
generally provide that the Company shall pay for in- line method) $ 620,415 $164,110 ;•:1:
surance, taxes, and maintenance. The minimum annual Interest 832,516 298,531
•. rentals for property occupied under such leases at Minimum rent expense, (1,156,187) (363,118)
December 31, 1976 are as follows: portion Applicable 296,744 99,523
to Financing Leases Reduction in income taxes
Land and (at assumed 50%rate). _148,372 49,762
Period Total Buildings Equipment Reduction in net income. $ 148,372 $ 49,761 •
1977 $2,119,124 $1,212,604 $594,167
1978 2,102,810 1,21,,,553 580,994 Reduction in net income
''±%•".1; 1979 1,996,526 1,217,153 518,822 per share $,04 $.01
1980. , , . , , , , , . 1,607,689 1,204,235 167,699
1981 1,440497 1,200,929 9,433 L.
•'.A 1982-1986 7,003,616 5,952,936
1987.1991 6,415,151 5,620,696 '
1992-1996 3,901,438 3,598,087 4,Changes to Shareholders'Equity:
,, anges are ers
1997 and
thereafter 90,821 72,801 During 1975, the amount of authorized shares of the
Present values at December 31, 1976 and 1975 of Company was increased by action of the shareholders.
, lease commitments for all financing leases were Pursuant to such action,250,000 voting preferred shares,
. $9,959,500 and $5,460,500, respectively for land and
$1,00 par value, were authorized, and authorized •
buildings, and $1,534,400 at December 31, 1976 for common shares were increased from 4,000,000 to
12 000,000,No preferred shares have been issued, ;)'
equipment. Such amounts were computed by discount-
On September 8, 1976, the Company sold 820,000
ing lease payments at interest rates ranting from 7%to previously unissued common shares to the public at a
18% (a weighted average of 10,3% in 1976, 10,2% in net rice to the Company of $26.32 before deducting
1975) determined to be applicable at the time of enter- p p y
ing the lease. related costs of$163,353,
,."` The following table summarizes rental expense for
these and other leases for the two years ended
December 31, 1976, including, in addition to minimum
rents, contingent rentals required for certain leases when . , i
annual revenues exceed amounts specified in the lease
o.Restaurants in Operation:
agreements: The following table sets forth information relating to the ,
For the Year Ended December 31, number of Company-owned Wendy's Old Fashioned •
• `'•' 1976 1975 Hamburgers restaurants opened duff ing the periods pre- .
Minimum renta sented and the average number of restaurants in opera-r.'..:j Financing le:_.�es. • . , . • , $1,156,187 $363,118 lion during such periods, computed based upon days' 'i"
347 2 ,
•►.. .., Other leases,l e a s e s, . . ., , , , . . . 77 239,952 in operation.
Contingent rentals 152,147 109,713
$1,655,611 $712,783 For the Year Ended Opened During Average Number
.� December 31, Opeti the Period in Operation
F : 1976 151 68 112
If all financing leases had been capitalized with the re-
1975 83 68 61
lated assets amortized on a straight-line basis and interest
• :,1 costs calculated on the outstanding lease liability at the Acquisitions accounted for by the pooh-1g of interests
aforementioned interest rates, net income for the two methods are reflected as Company-owned. The 40-
` '. years ended December 31, 1976 would have been re- re,,taurant acquisition (Note 8) accounted for as a pur- R
• duced as follows: Note 3 continued at top of page c'tase is included in"opened during the period:
r.
i
°•V 6.',Stock Options and Warrants:
At December 31, 1976, 192,227 Common Shares of the at which time they are exercisable 50% per year for the •`,
Company were reserved for issuance under three succeeding two years.
Company stock option plans,The plans provide options Options were granted for 35,750 shares in 1975 and
to certain key employees to purchase Common Shares 55,300 shares in 1976.
at the fair market value in effect at the date of the Information as of December 31, 1976 and for the
grant.The options expire five years from the date of grant period January 1,1975 through December 31,1976 with
and become exercisable three years from the date of grant, respect to options granted under the plans is as follows: :01
•
24
:,1 r,
Y,.
.� l
,
Number Option Price Market Value
n (7
P
of Shares Per Share Total Per Share Total 4'
Shares under option at: f
December 31,1976 102,492 $,40.27.25 $1,726,238 $ ,40-27,25(a1 $1,726238
.„ , Options which became exercisable during:
1975 58,395 .40-1.33 32,007 21.25.21,65(b) 1,244,428
,. 1976 96,196 ,40-3.33 97,884 27.25-42.50(b) 2,662,850
Options exercised during:
'1975 10,405 40.1,33 6,952 19.75.23.00(c) 225,134 •
.' 1976 137,368 .40-3.33 108,824 22,13.56,38(c) 4,214,306 r
(a)At the dates options were granted. (b)At the date options became exercisable. (c)At the date options were exercised.
There were 25,012 shares available for option at January 1, increasing at the rate of$2,50 per year to a maximum of .••
' 1976,and 89,735 shares available at December 31,1976, $35 per share during the last year, At December 31,
The Company makes no recognition in the financial 1976,366,800 of the warrants had been exercised.
.�� : statements until such options are exercised and no Also,in connection with the sale of the debentures,an
amounts applicable thereto are reflected in income, option expiring May 28,1980(not exercised at December
In connection with the sale of the 101/2%Sinking Fund 31, 1976) was sold to the underwriter for $350 to pur
Debentures (Note 2), warrants to purchase 400,000 chase $350,000 principal amount of the debentures with •
Common Shares of the Company were issued, The nondetachable warrants to purchase 35,000 common
warrants are exercisable on or after July 15, 1975 at any shares exercisable on or after May 15, 1976 at any time
time prior to May 15, 1985 at a price per share during at an initial price per share of$15 increasing at the rate of
the period ending May 15, 1976 of$12,50,and at a price $2.50 per year to a maximum of$22.50 during the period
t':! per share during each year ending May 15 thereafter ending May 28,1980,the expiration date of these warrants.
7,Provision for Income Taxes:
`: A summary of the provisions for federal and state income
taxes for the two years ended December 31,19-,,6 follows:
Parr.entage Percentage
For the year ended Pretax Tax of Pretax For the year ended Pretax Tax of Pretax
December 31, 1975: Income Effect Income December 31, 1976: Income Effect Income
10 Income before "`" Income before _
income taxes.. , , . $5,577,975 income taxes $12,950,159 '
Federal income Federal income
taxes at statutory taxes at statutory
rates, , , . . , . , . , $2,734,900 48% rates $ 6,212,000 48%
:: Investment tax Investment tax
credit (249,800) (4) credit ( 315,900) (2)
• Other 31,500 1 State and local
State and local taxes, taxes, net of federal
net of federal income income tax benefit,
;i., tax benefit 142,500 3 and other 304,900 _2
',,t,. Total tax Total tax
expense $2,659,100 48% expense $ 6,201 1000 48%
Temporary timing Temporary timing
;t;',' differences: differences:
Excess of tax reporting Excess of tax reporting
i�p over financial reporting over financial reporting
' depreciation and depreciation and
amortization $ 508,216 $ 254,108 amortization $ 750,000 $ 360,000
Franchise fees Franchise fees
taxable as taxable as
,�'M collected, , . . , . $1,467,500 (733,750) collected $ 375,000 (180,000)
�,;' Accrued Ohio taxes Accrued Ohio
deductible when taxes deductible
aid and other, . , 6 216 ( 30,108)_ �u nern paid $ 105,000 ( 50,400)
Deterred federal Deferred federal
tax provision. . . $(509,750) tax provision. . , $ 129,600
25
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It h not possible for the Company to accurately predict Effective July 31, 1976, the Company acquired Wendy's
•,` when initial franchise fees will be includable in financial Management, Inc, and its subsidiaries which operated a
statement income although such fees are generally i
g g yin- total of 40 restaurants in Atlanta, Georgia; Indianapolis,
cludable in taxable income when received.Thus,the cash Indiana; Louisville, Kentucky; and Jacksonville, Florida,
,i. outlay for federal income taxes for the three years sub- All the outstanding shares of these companies were
.1: sequent to December 31, 1976 may exceed federal in- acquired in exchange for 274,948 common shares (at �.
come tax expense accrued for such years, $22) of the Company and $2,030 for fractional shares, t
8.Acgidsitions. Wendy's Management, Inc, and its subsidiaries were
merged into the Company, This transaction was ac- ;r
Effective June 30, 1976, the Company acquired two of counted for as a purchase and,accordingly,the results of
0. its franchisees,RK Resta' rants,Inc,which operated twelve operations since the acquisition date have been included
sstaurants in the Tampa, Florida area and Wendy's of in the accompanying statement of income. Under the •
Memphis, Inc, which operated seven restaurants in purchas- method of accounting, the purchase price
Memphis, Tennessee, All the outstanding shares of these ($9,441,591) was assigned to the net tangible assets ac- •
companies were acquired in exchange for 212,500 quired ($4,599,091) based upon their estimated fair
common shares, and toe acquired corporations were values, with the resulting cost in excess of the afore-
. merged into the Company, These transactions were ac- mentioned assigned values($4,842,500)being amortized
..' counted for as poolings of interest, and the financial over appr"ximately 29 years using the straight-line
a statements have been restated to include the operations method, The following is a summary of the pro forma
of these companies for periods prior to the date of results of operations had the transaction taken place as
'» acquisition, Intercompany transactions, material in of January 1, 1975 (after adjustments to reflect amorti-
amount, have been elim'nated,5umm•arized data relative zation of the excess cost):
to these transactions is as follows: Year ended December 31,
0
,.
•ii, Year Ended 1S•76 1975
•
December 31,1975 'revenues $76,015,759 $47,059,613
Revenues: Costs and expenses, , , 62,314,885 40,607,089
Company as previously reported. , . , $29,583,705 Income taxes 6,606,000 3,110,600 + `
•
Acquired companies 4,649,878 Net income 7,200,874 3,341,924 :`
' , As restated $34,233,583 Net income per share. $1.66 $.89 ,'
Net income:
Company as previously repo :t1, • , a $ 2,747,260
,' Acquired Acquired companies 171,615 .
,•„ As restated $ 2,918,875
Note 8 continued at top of page. •
y:,
9 Quarterly Operating Results(Unaudited): °.
Operating results by quarter for the two years
•
p g y q ,� Quarter Ended
�' ended December 31, 1976 were as follows: March 31 June 30 September 30 December 31 '
1975
Revenues $ 5,888,456 $ 7,904,368 $ 9,349,543 $11,091,216
t'` Income before income taxes 959,335 1,338,906 1,504,256 1,775,478
Net income 530,035 721,206 799,056 863,578
j'', Net income per share .16 .21 .23 .24
" 1976 •
'` Revenues 11,996,848 14,229,185 17,932,401 21478,887
Income before income taxes 2,180,137 2,617,529 3,673,598 4,478,895
a :` , Net Income 1,174,337 1,388,529 1,882,698 2,303,595 ,y�
:c' Net Income per share„ , , , , , , , , , , , , , , , , , , , , , , .32 .36 .45 .49 .
,:r
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}a
P 10.Reclassifications: '
Certain items in the 1975 financial statements have been
reclassified to conform to their 1976 classification,
a j
26 `'
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,``,I COOPERS & LYB RAND ',•
CERTIFIED PUBLIC ACCOUNTANTS
w
11 Its PRINCIPAL AREAS '
,:.`.''`� OF THE WORLD
'w;
To the Shareholders
Wendy's International,Inc,
We have examined the balance sheets of Wendy's Inter-
national, Inc. as of December 31, 1976 and 1975 and the
related statements of income, shareholders' equity, and
. changes in financial position for the years then ended. Our `;,
_., examinations were made in accordance with generally '
accepted auditing standards and, accordingly, included
such tests of the accounting records and such other auditing
considered necessary in the circumstances,
', procedures as we y
i In our opinion, the aforementioned finan aal statements t
present fairly the financial position of Wendy's International, v
' '� Inc,at December 31, 1976 and 1975 and the results of oper- '
ations and changes in financial position for the years then
.■, �i"'' ! ended, in conformity with generally accepted accounting '''a
r principles applied on a consistent basis, µ,
s
Columbus,Ohio
\' January 31, 1977 i
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STREET DEDICATION
KNOW ALL MIEN BY THESE PRESENTS, That Wendoorp of Portland, y �.
\ , -
Inc. , an Oregon Corporation
A in consideration of the issuance of
+' ';,4 hereinafter called grantor(s) , X Xt' X/SZX Conditional Use Permit 3577
constituting the actual consideration for this deed, do hereby
give, grant and ldicate to the Public ('c XtaX C: t"ZXXc'BX'fiiS U3fd
N.Xx=1, iZtal rCib` : ` ?ettitti?o1 ? o` c VX j;?i c r`k X� X
(strike inapplicable part) a perpetual right-of-way and easement
i
for street, road and utility purposes on, over, across, under, along
w
and within the following described real premises in 'Was hington , :
A
F County, Oregon:
, A tract of land 5 feet in width running parallel to the Southerly edge of i.
SW McKenzie Street, "Tigard, Oregon described as follows r
Beginning at the most Easterly Corner of the North one-half of Lot 8, in
North Tigardville Addition, Tigard, Oregon; thence in a Southwesterly direction
parallel to SW Pacific Highway; thence parallel to SW McKenzie .,1
a distance of 5 feet pax•a,r pa
Street in a Northwesterly direction a distance of 348 chains; thence in a
Northeasterly direction along the Northwest boundary of Lot 8 a distance•of five A
feet; thence in a Southeasterly direction a'distance of 348 chains parallel to
•q' SW McKenzie Strer`' to the point of beginning.
A,'
To have and to Hold the above described and dedicated rights
',
unto the Public ioxkXkoX '1:d •trX!X-'XSIUPP X> �iai piMkati 0i
;', p .` { for the uses and purposes hereinabove stated,
,t
The grantor(s) hereby covenants that he (they) are the owner(s) in •
fee simple and have a good and legal right to grant his (their) rights
above described.,
IN WITNESS WREREOF the undersigned corporation has caused
L this street dedication to be executed by its duly authorii ed, undersigned off• .cers acting pursuant to resolution of its 8oFird of Directors* •
(Corporation acknowledgment of �fd� /,c or eroto principals must be ___'y_ 7: 7rl �,'�__ /*';9
z
attached) i�a o�or�p Lion
•a n t...(' 0✓1:- 1 , ,. ... Prc silent
�) ' 1,�e-^_, 4(,..---a_"`- ti p" �..,�"i E"cra :ef ty(Aa:.i stunt)
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STATE OF OREGON )
ss.
' )Multnomah )
County of
On this 22nd day of M,arnh , 1978 , before me appeared
iohn A. Lee and Nick I. Goyak
both to me personally known, who being;duly sworn, did say that he, the said
John A. Lee is the President, and he, the said
Nick I. Goyak is the Secretary(Assistant) o fWendcorp
of Portland, Inc. _ the within named Corporation, and •
that the seal, affixed to said instrument is the corporate seal of said Corporation, and
that the said instrument was signed and sealed in behalf of said Corporation by authority
"'.,;tl; of its Board of Directors, and John A. Lee and Nick I.
Ooyak acknowledged said instrument to be the free tt,t and t,
4.N! decd of said Corporation.
IN TESTIMONY WHEREOF, I have hereunto set
my hand and affixed my official seal the
b; '< • _ day a d year last above written. V altk.L., At , . , ,.
'Notary Ptalic for +rege V
•
My Commission expi;:es , 0" 2, " s .,
•
0,, Approved as to form this day of ��, 19
rU City Attorney City of Tigard •
Approved as to legal description this day of , 19 •. 1
Approved this day of , _, 19� •
':': CITY OF TIGARD, OREGON PLANNING COMMISSION
Chairman
i I, ktopted bj the City Council this day of _ , 19 .
City RE;tturdCt
Y., ,
'r:
Pr
1,
wt
ac +,
:l• CH2M
HILL
engineers
planners
economists
ROBERT D. LUKE scientists
(SA 200 S.W.Market Street,
12th Floor
Portland,Oregon 97201
503/224.9190
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