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City Council Packet - 01/14/2014 111 RI TIGARD City of Tigard TIGARD CITY COUNCIL BUSINESS MEETING January 14, 2014 COUNCIL MEETING WILL BE TELEVISED 1:1Design&Communications\DonnalCity Councillccpktl 13125 SW Hall Blvd. • Tigard, Oregon 97223 • 503.639.4171 TTY Relay: 503.684.2772 • www.tigard-or.gov IIIt w City of Tigard TIGARD Tigard Business Meeting—Agenda TIGARD CITY COUNCIL MEETING DATE AND TIME: January 14,2014-6:30 p.m. Study Session;7:30 p.m.Business Meeting MEETING LOCATION: City of Tigard-Town Hall- 13125 SW Hall Blvd.,Tigard,OR 97223 PUBLIC NOTICE: Anyone wishing to speak on an agenda item should sign on the appropriate sign-up sheet(s). If no sheet is available,ask to be recognized by the Mayor at the beginning of that agenda item.Citizen Communication items are asked to be two minutes or less. Longer matters can be set for a future Agenda by contacting either the Mayor or the City Manager. Times noted are estimated•it is recommended that persons interested in testifying be present by 7:15 p.m. to sign in on the testimony sign-in sheet. Business agenda items can be beard in any order Or 7:•30 p.m. Assistive Listening Devices are available for persons with impaired hearing and should be scheduled for Council meetings by noon on the Monday prior to the Council meeting. Please call 503-639-4171,ext.2410 (voice) or 503-684-2772 (TDD -Telecommunications Devices for the Deaf). Upon request,the City will also endeavor to arrange for the following services: • Qualified sign language interpreters for persons with speech or hearing impairments;and • Qualified bilingual interpreters. Since these services must be scheduled with outside service providers,it is important to allow as much lead time as possible. Please notify the City of your need by 5:00 p.m. on the Thursday preceding the meeting by calling: 503-639-4171,ext. 2410 (voice) or 503-684-2772 (TDD -Telecommunications Devices for the Deaf). SEE ATTACHED AGENDA VIEW LIVE VIDEO STREAMING ONLINE: http://live.tigard-or.gov CABLE VIEWERS:The regular City Council meeting is shown live on Channel 28 at 7:30 p.m. The meeting will be rebroadcast at the following times on Channel 28: Thursday 6:00 p.m. / Sunday 11:00 a.m. Friday 10:00 p.m. / Monday 6:00 a.m. IIICity of Tigard TIGARD Tigard Business Meeting—Agenda TIGARD CITY COUNCIL MEETING DATE AND TIME: January 14,2014-6:30 p.m. Study Session;7:30 p.m. Business Meeting MEETING LOCATION: City of Tigard-Town Hall- 13125 SW Hall Blvd.,Tigard,OR 97223 6:3U PSI •STUDY SESSION A. Briefing on the First Amendment to an Agreement with Clean Water Services (CWS) Regarding the Derry Dell Sewer Project •EXECUTIVE SESSION:The Tigard City Council may go into Executive Session. If an Executive Session is called to order, the appropriate ORS citation will be announced identifying the applicable statute. All discussions are confidential and those present may disclose nothing from the Session. Representatives of the news media are allowed to attend Executive Sessions,as provided by ORS 192.660(4),but must not disclose any information discussed.No Executive Session may be held for the purpose of taking any final action or making any final decision. Executive Sessions are closed to the public. 7:30 PM 1. BUSINESS MEETING A. Call to Order B. Roll Call C. Pledge of Allegiance D. Council Communications&Liaison Reports E. Call to Council and Staff for Non-Agenda Items 2. CITIZEN COMMUNICATION (Two Minutes or Less,Please) 7:36 p.m. -estimated time A. Follow-up to Previous Citizen Communication B. Tigard High School Student Envoy C. Tigard Area Chamber of Commerce D. Citizen Communication—Sign Up Sheet 3. CONSENT AGENDA: (Tigard City Council)These items are considered routine and may be enacted in one motion without separate discussion.Anyone may request that an item be removed by motion for discussion and separate action. Motion to: 7:50 p.m. -estimated time A. Approve City Council Minutes for: •September 12,2013 •September 17,2013 •September 24,2013 •October 8,2013 •November 19,2013 B. Receive and File: 1. Council Calendar 2. Council Tentative Agenda for Future Meeting Topics C. Approve a Resolution in Support of a Nature in Neighborhoods Metro Grant Application D. Approve a Resolution to Apply for an EPA Brownfields Assessment Grant •Consent Agenda-Items Removed for Separate Discussion:Any items requested to be removed from the Consent Agenda for separate discussion will be considered immediately after the Council/City Center Development Agency has voted on those items which do not need discussion. 4. APPOINT TANYA FIREMOON,KAREN HUGHHART,KAREN MOHLING,ELISE SHEARER AND KEVIN WATKINS AS VOTING MEMBERS AND MARK CARLTON AND ERIK HALSTEAD AS ALTERNATES TO THE TIGARD TRANSPORTATION ADVISORY COMMITTEE--RESOLUTION 7:55 p.m. - estimated time 5. QUASI-JUDICIAL PUBLIC HEARING -PROPOSED EAST BULL MOUNTAIN CITY PROPERTY/WILMINGTON LANE ANNEXATION (ZCA2013-00004) AND LOCUST STREET ANNEXATION (ZCA201300006) -ORDINANCES 8:00 p.m. -estimated time 6. APPROVE AN EXTENSION OF THE EXISTING METRO AREA COMMUNICATIONS COMMISSION (MACC) FRANCHISE AGREEMENT WITH COMCAST THROUGH DECEMBER 31,2014 TO ALLOW FOR THE"FORMAL" FEDERAL NEGOTIATION PROCESS BETWEEN MACC AND COMCAST-RESOLUTION 8:20 p.m. -estimated time 7. ADOPT 2014 CITY COUNCIL GOALS 8:35 p.m. -estimated time 8. ADOPT THE 2014 STATE AND FEDERAL LEGISLATIVE AGENDAS 8:45 p.m. -estimated time 9. CONFIRM TRAVEL POLICY AND PRACTICE FOR THE CITY COUNCIL 9:00 p.m. -estimated time 10. AMEND THE CITY MANAGER EMPLOYMENT AGREEMENT 9:10 p.m. -estimated time 11. COUNCIL LIAISON REPORTS 12. NON AGENDA ITEMS 13. EXECUTIVE SESSION:The Tigard City Council may go into Executive Session. If an Executive Session is called to order,the appropriate ORS citation will be announced identifying the applicable statute.All discussions are confidential and those present may disclose nothing from the Session. Representatives of the news media are allowed to attend Executive Sessions,as provided by ORS 192.660(4),but must not disclose any information discussed. No Executive Session may be held for the purpose of taking any final action or making any final decision. Executive Sessions are closed to the public. 14. ADJOURNMENT 9:30 p.m. -estimated time AIS-1530 Study Session A. Business Meeting Meeting Date: 01/14/2014 Length (in minutes): 15 Minutes Agenda Title: Briefing on the First Amendment to an Agreement with Clean Water Services (CWS) Regarding the Derry Dell Sewer Project Prepared For: Mike Stone Submitted By: Greer Gaston, Public Works Item Type: Meeting Type: Council Business Mtg - Study Sess. Public Hearing Newspaper Legal Ad Required?: Public Hearing Publication Date in Newspaper: Information ISSUE Briefing on the first amendment to an intergovernmental agreement with Clean Water Services (CWS) regarding the Derry Dell sewer project. STAFF RECOMMENDATION / ACTION REQUEST No action is requested; the amendment will come before council for formal consideration at an upcoming meeting. KEY FACTS AND INFORMATION SUMMARY The City of Tigard and CWS share responsibility for the operation and maintenance of the city's sewer system. In January 2012, the council authorized an intergovernmental agreement with CWS. Under that agreement, the city and CWS agreed to work together on the Derry Dell sewer project. This project will reconstruct exposed sewer lines that cross Derry Dell Creek and Fanno Creek on the Skelton property near Woodard Park. CWS was tasked with designing, contracting and managing the project. A portion of the Skelton property was required to construct the project. The city was tasked with acquiring an easement to or purchasing that property. The council authorized the purchase of the entire Skelton property in August 2012. The purchase of the entire property—rather than just a portion of the property or an easement—made it possible to do enhanced work on the site. This enhanced work includes: •Replacement of two existing 36-inch diameter culverts crossing under SW Walnut Street with 108 linear feet of 8-foot by 9-foot reinforced concrete box culvert. The new culvert will be fish-friendly and will provide additional stormwater capacity. •Installation of 240 feet of 8-inch, ductile iron water line. This will replace an aging, 6-inch cast iron line. (This is an opportune time to upgrade the line while the area is under construction.) •Widening of approximately 275 feet of SW Walnut Street to its ultimate width. •Installation of 795 feet of paved trail and boardwalk. The trail will connect the Pathfinder-Genesis Trail with the Johnson Street entrance to Woodard Park. The boardwalk will provide a neighborhood connection from Johnson Street on the west side of Derry Dell Creek to the trail and Johnson Street on the east side of Deny Dell Creek. The proposed amendment addresses the permitting, design and construction of the enhanced work. Under the amendment, the city will: •Provide all designs, permits and temporary construction easements necessary to construct the enhanced work. •Provide lead inspection and any construction testing related to the enhanced work. •Grant sanitary sewer easements to CWS for the 21-inch sanitary sewer line. (The city will retain all property rights in the easement area, but will avoid any construction activity on or near sewer lines.) •Reimburse CWS for costs associated with enhanced work. •Reimburse CWS for the cost to design and install plant materials required for the vegetated corridor enhancement associated with enhanced work. •Reimburse CWS for construction contract administration efforts associated with enhanced work. OTHER ALTERNATIVES The council could choose not to authorize the amendment and direct staff to: •Re-negotiate the terms of the amendment. •Develop a separate intergovernmental agreement for the enhanced work. •Not to pursue the enhanced work. COUNCIL OR CCDA GOALS, POLICIES, MASTER PLANS None DATES OF PREVIOUS CONSIDERATION This is the first time this amendment has come before the council. Fiscal Impact Cost: 900,000 Budgeted (yes or no): Yes Where Budgeted (department/program): Multiple Funds Additional Fiscal Notes: This project has $1.5 million budgeted over two fiscal years — FY 2014 and FY 2015. This total budget amount is sufficient to cover the costs of this project, including the enhanced work. Attachments CWS IGA Amendment 1 FIRST AMENDMENT TO INTERGOVERNMENTAL AGREEMENT BETWEEN CITY OF TIGARD AND CLEAN WATER SERVICES FOR THE DESIGN, PERMITTING,AND CONSTRUCTION OF THE DERRY DELL GRAVITY SEWER REPLACEMENT This Amendment,dated effective , 2013, is between CLEAN WATER SERVICES (District), a County Service District organized under ORS Chapter 451, and the CITY OF TIGARD (City), an Oregon Municipality and amends the parties' Intergovernmental Agreement for the Design, Permitting, and Construction of the Derry Dell Gravity Sewer Replacement dated April 3, 2012 (Agreement). A. RECITALS 1. City and District previously entered into the Agreement to collaborate on the design, permitting, and construction of the Derry Dell Gravity Sewer Replacement (Original Project). The Original Project includes designing and constructing approximately 1,200 feet of new sanitary sewer, removing or abandoning 1,800 feet of existing sanitary sewer, and realigning a 700-foot reach of Derry Dell Creek. 2. In the best interests of permitting, design, construction, and to minimize adverse impacts on adjacent properties and costs,the parties now wish to amend the Original Project to include: (i) replacing two existing 36-inch diameter CMP culverts crossing SW Walnut Street with 108 linear feet of 8-foot by 9-foot reinforced concrete box culvert, (ii) installing 240 feet of 8-inch water line, (iii)widening approximately 275 feet of the SW Walnut Street road prism to its ultimate width, and (iv) installing 795 feet of paved trail and boardwalk and associated appurtenances (collectively, Enhanced Work). 3. The parties also wish to amend the Agreement to clarify each party's responsibility for the Enhanced Work, Communication Plan, and to further clarify the allocation of mitigation credit generated from the Original Project. 4. City and District agree that it is in the best interest of the public and both parties to postpone the construction due to the design of the Enhanced Work,National Marine Fisheries Service consultation, In-Water Work Period limitations, winter erosion control issues, public inconvenience, and to provide appropriate project review periods. The bidding period will be postponed until after January 2014 with a new substantial completion target of October 31, 2014. NOW, THEREFORE, the parties agree as follows: First Amendment of Intergovernmental Agreement for Derry Dell Gravity Sewer Replacement Page 1 of 4 B. TERMS AND CONDITIONS The Agreement is amended to add the following: I. ENHANCED WORK City shall: 1. Provide all designs, permits, and temporary construction easements necessary to construct the Enhanced Work. 2. Provide lead inspection and any necessary construction testing. City shall be responsible for warranty inspection of Enhanced Work during the project warranty period. 3. Grant sanitary sewer easement(s)to District for the 21-inch sanitary sewer line. City shall retain all property rights in the easement area but agrees not to construct any permanent structures or consent to any construction activities on or near the sanitary sewer line which might in any fashion unearth, undermine,or damage the sanitary sewer line without written consent from District. 4. Within five business days of bid opening, reimburse District the `bid' amount of the construction costs associated with the Enhanced Work. Upon acceptance reimburse District the final construction costs of the Enhanced Work and any change orders for the Enhanced Work less the amount paid at the time of the bid opening. City has the right to direct District to reject all Enhanced Work bids if not acceptable to City at its sole discretion. 5. By December 31, 2014, Reimburse District for the cost to design and install planting materials to meet the Vegetated Corridor Enhancement requirement associated with Enhanced Work. 6. Reimburse District for construction contract administration efforts. This amount shall be equal to 5%of the total construction cost of the Enhanced Work and installation of Vegetated Corridor plant material associated with Enhanced Work, including any approved change orders. This amount shall be calculated no later than 30 days after the substantial completion date, as determined by the District. 7. By September 30, 2014, Reimburse District for all costs associated with ESA Vigil- Agrimis, Inc. (ESA) providing additional project management, survey, and structural engineering services for the Enhanced Work. City's reimbursement to District for ESA's work shall not exceed $31,980. District shall: 1. Amend the Service Provider Letter and planting plan to include the Enhanced Work. 2. Design and install planting materials to meet Vegetated Corridor Enhancement requirements associated with Enhanced Work. First Amendment of Intergovernmental Agreement for Derry Dell Gravity Sewer Replacement Page 2 of 4 3. Administer the bid process and award the construction contract. 4. Perform construction contract administration for all contracts issued by the District for the Work. 5. Assist the City with construction inspection of the Enhanced Work and warranty inspection. 6. Invoice City no later than 30 days after the substantial completion date. II. COMMUNICATION PLAN 1. City shall take the lead in handling all public involvement related to planning and constructing the Original Project and Enhanced Work. 2. District shall assist City with communicating to the public about the project and attend planned events for public involvement related to planning and constructing the Original Project and Enhanced Work. 3. District shall reimburse City a percentage of the cost for Sally Murdoch Media Relations to prepare a Communication Plan. District's reimbursement percentage shall be equal to the Original Project construction cost(sewer and creek relocation) divided by the overall construction cost of the Original Project and Enhanced Work. District's reimbursement to City for the Communication Plan shall not exceed $5,000. 4. City will invoice the District no later than 30 days after the substantial completion date. III. VEGETATIVE CORRIDOR, STREAM MITIGATION AND WETLAND MITIGATION CREDIT ALLOCATION The parties agree to the following allocation of vegetative corridor mitigation credit, wetland mitigation credit,and stream mitigation credit: 1. The Original Project created 26,073 square feet of vegetative corridor mitigation credit. This credit shall be divided equally between City and District. Each party shall receive 13,036.5 square feet of vegetative corridor mitigation credit. 2. City's planned park area, south of SW Johnson Street, created 3,518 square feet of vegetative corridor mitigation credit. This credit shall be considered credit associated with the Enhanced Work and belongs to City. 3. District shall use its vegetative corridor mitigation credit to mitigate impact associated with the Original Project. District's impact is 1,073 square feet which will leave District with 11,963.5 square feet of credit for other uses. 4. City shall use its vegetative corridor mitigation credit from the Original Project and Enhanced Work to mitigate impact associated with the Enhanced Work. City's impact is 7,554 square feet which will leave City with 9,000.5 square feet of credit for other uses. First Amendment of Intergovernmental Agreement for Derry Dell Gravity Sewer Replacement Page 3 of 4 5. The Original Project created 22,377 square feet of wetland mitigation credit. This credit shall be divided equally between City and District. Each party shall receive 11,188.5 square feet of wetland mitigation credit. 6. There is no net wetland impact associated with the Original Project,therefore mitigation will not be required which will leave District with 11,188.5 square feet of wetland mitigation credit for other uses. 7. The Oregon Department of State Lands and US Army Corps of Engineers approved City to use its wetland mitigation credit to mitigate wetland impacts associated with the Enhanced Work. City's wetland impact is 6,751 square feet which will leave City with 4,437.5 square feet of wetland mitigation credit for other uses. 8. The Original Project created 266 Linear Feet of stream mitigation credit. This credit shall be divided equally between City and District. Each party shall receive 133 linear feet of stream mitigation credit. 9. In the event that City requires more credits than allocated, City shall have the right to purchase credit from District at direct cost(the actual cost to establish the credits which shall include all construction and maintenance costs) or at the rate of$3.93 per square foot for vegetative corridor mitigation credit and $4.09 per square foot for wetland mitigation credit, whichever is lower. 10. Each party in its sole discretion shall be able to use its share of wetland mitigation credits for future projects within its jurisdiction in compliance with federal, state and local regulations. C. EFFECT OF AMENDMENT Except as amended herein,the Agreement shall remain in full force and effect. CLEAN WATER SERVICES CITY OF TIGARD,OREGON By: By: General Manager or Designee City Manager or Designee APPROVED AS TO FORM APPROVED AS TO FORM District Counsel City Counsel First Amendment of Intergovernmental Agreement for Derry Dell Gravity Sewer Replacement Page 4 of 4 AGENDA ITEM NO. 2-A CITIZEN COMMUNICATION DATE: January 14, 2014 (Please keep remarks to around 2-5 minutes. If a large number of citizens have signed in, the Mayor may ask that testimony be kept to around 2 minutes.) The Council wishes to hear from you on other issues not on the agenda, but asks that you first try to resolve your concerns through staff. This is a City of Tigard public meeting, subject to the State of Oregon's public meeting and records laws. All written and oral testimony becomes part of the public record. The names and addresses of persons who attend or participate in City of Tigard public meetings will be included in the meeting minutes, which is a public record. NAME,ADDRESS & PHONE TOPIC STAFF Please Print CONTACTED Name: Also,please spell your name as it sounds,if it will help the presiding officer pronounce: Address City State Zip Phone No. • Name: Also,please spell your name as it sounds,if it will help the presiding officer pronounce: `Q r\v Address -\ City State Zip Phone No. Name: Also,please spell your name as it sounds,if it will help the presiding officer pronounce: Address City State Zip Phone No. CITIZEN COMMUNICATION City Council Update Jan 2014 TGLaJLil 11p-1114 Chamber Events T2rida of-k yY Good Morning Tigard (GMT),A.M. Networking 7:30 a.m. • 1/16/14— Hosted by Edge One Media at the Tigard chamber • 1/23/14—Hosted by Tigard Chamber at their location • 1/30/14—Hosted by COMCAST, location TBD Other Chamber Events& Highlights • 1/28/14—Tigard Young Professionals Breakfast of Champions—8-930 a.m. Symposium Coffee—Prospecting Tips and Tricks • 1/29/14- Aging Boom: Best Practices for Employers is presented by Vision Action Network and the Washington County Chamber of Commerce Partnership 7-9 a.m. FREE register at www.visionactionnetwork.orq • 2/11/14—Monthly Govt' & Public Policy Committee Meeting, 3:30—4:30 p.m.,Symposium Huddle room • Scholarships applications and award nominations are now open for our 2014 Tigard Shining Stars are being accepted now. Click the icons at the top of the Tigard chamber website for application/nomination forms • 2/13/14 Multi Chamber Quick connections 7-9 a.m. Embassy Suites,Sponsor All Service Moving • 2/26/14—Small Business Forum 7-9 a.m. Hosted by Tigard,Tualatin &Sherwood Chambers at Broadway Rose Theatre. Learn tools and services available for your business. All businesses welcome, pre-registration required. • 3/1/14—Bowl-o-Rama @ Tigard Bowl— 10 a.m. —1 p.m. —Save the Date For more information on the Tigard Chamber and these events go to www.tigardchamber.org and click on the calendar icon. Tigard Farmers Market Update Our First Annual Harvest Market and Bazaar Saturday November 16th was a great success and will be returning next year. Big thank you to Tigard High for the use of their facility. Tigard Farmers Market vendor meeting is 2/8/14 from 9-11 a.m. in the Public Works Community Room. New Vendors welcome. Learn more at www.tigardfarmersmarket.org Downtown Updates Downtown Tigard's 3rd Friday in January is this week 1/17/14.Check local merchants closer to that date for specials and check the facebook page at www.facebook.com/exploredowntowntigard. Interested in supporting the revitalization of Downtown Tigard?Then join us for the January Downtown Dialogue hosted by the Tigard Downtown Alliance,Wed Jan 22nd,4:30—6:30 p.m. Special speaker, Kim McMillan with the City of Tigard will be speaking on the schedule/plans for Main Street Green Street Construction which is just starting. All are invited to attend, will be held at Max's Fanno Creek Brew Pub, 12562 SW Main Street. Learn what there is to do in Downtown Tigard on Facebook at www.facebook.com/exploredowntowntigard and visit the new website at www.exploredowntowntigard.com TIGARD AREA ` At ';."..!::'; I 14Ele Tig:;rci! Explore FARMERS DQTOW tigardyoungprofessionals MARKET Titard What✓uN^62.. +�! comet collect c.n.be..I.�.i. .Now■Anae lent / 1 p attd POc 1/1411)-1 Tigard Hi gh School Agenda: January 14th 2014 �J 09194A-IL Winter Sports in Full Swing • Basketball o Boys and Girls Varsity beat Newberg last week, they play Tualatin • Swimming • Wrestling School • School is back in session, and the First Semester ends next Friday • Finals week is next week Service • Senior Citizens Dance is in early February • Our Human Rights Assembly is coming up AIS-1578 3. A. Business Meeting Meeting Date: 01/14/2014 Length (in minutes): Consent Item Agenda Title: Approve City Council Meeting Minutes Submitted By: Cathy Wheatley, Administrative Services Item Type: Motion Requested Meeting Type: Consent Agenda Public Hearing: Publication Date: Information ISSUE Approve City Council meeting minutes. STAFF RECOMMENDATION / ACTION REQUEST Approve minutes as submitted. KEY FACTS AND INFORMATION SUMMARY Attached council minutes are submitted for City Council approval. OTHER ALTERNATIVES N/A COUNCIL GOALS, POLICIES, APPROVED MASTER PLANS N/A DATES OF PREVIOUS COUNCIL CONSIDERATION N/A Attachments September 12, 2013 Council Minutes September 17, 2013 Council Minutes September 24, 2013 Council Minutes October 8,2013 Council Minutes November 19, 2013 Council Minutes AIS-1587 3, B. Business Meeting Meeting Date: 01/14/2014 Length (in minutes): Consent Item Agenda Title: Receive and File: Council Calendar and Council Tentative Agenda Submitted By: Cathy Wheatley, Administrative Services Item Type: Receive and File Meeting Type: Consent - Receive and File Public Hearing: No Publication Date: Information ISSUE Receive and file the Council Calendar and the Tentative Agenda for future Council meetings. STAFF RECOMMENDATION / ACTION REQUEST No action requested;this is a receive and file summary for information purposes. KEY FACTS AND INFORMATION SUMMARY Attached are the Council Calendar and the Tentative Agenda for future council meetings. OTHER ALTERNATIVES �i.\ COUNCIL GOALS, POLICIES, APPROVED MASTER PLANS DATES OF PREVIOUS COUNCIL CONSIDERATION N/A-Receive and File Items Attachments Three-Month Council Meeting Calendar Tentative Agenda-Upcoming Council Meeting Agenda Items Agenda Item No. For Agenda of January 14.2014 11 MEMORANDUM TIGARD TO: Honorable Mayor&City Council/City Center Development Agency Board FROM: Cathy Wheatley,City Recorder RE: Three-Month Council/CCDA Meeting Calendar DATE: January 7,2014 January 1 Wednesday New Year's Day Holiday–City Hall Offices Closed 7 Tuesday City Center Development Agency–6:30 p.m.,Town Hall 14* Tuesday Council Business Meeting-6:30 p.m.,Town Hall 20 Monday Martin Luther King,Jr.Holiday–City Hall Offices Closed 21* Tuesday Council Workshop Meeting–6:30 p.m.,Town Hall 28* Tuesday Council Business Meeting–6:30 p.m.,Town Hall February 4 Tuesday City Center Development Agency–6:30 p.m.,Town Hall 11* Tuesday Council Business Meeting-6:30 p.m.,Town Hall 17 Monday Presidents Day Observed–City Hall Offices Closed 18* Tuesday Council Workshop Meeting-6:30 p.m.,Town Hall 24* Tuesday Council Business Meeting-6:30 p.m.,Town Hall March 4 Tuesday City Center Development Agency–6:30 p.m.,Town Hall 11* Tuesday Council Business Meeting--6:30 p.m.,Town Hall 18* Tuesday Council Workshop Meeting–6:30 p.m.,Town Hall 25* Tuesday Council Business Meeting–6:30 p.m.,Town Hall Regularly scheduled Council meetings are marked with an asterisk(*). I:\adm\city council\council calendar\3-month calendar for c mtg 140114.doc 1 Meeting Banner Business Meeting ❑ Study Session Special Meeting Consent Agenda Meeting is Full Workshop Meeting ❑ CCDA Meeting City Council Tentative Agenda 1/6/2014 1:25 PM- Updated Form Meeting Submitted Meeting Title Department Inbox or # Date By Type Finalized 1426 01/14/2014 Cathy AAA January 14, 2014 City Council Business Meeting - Councilor Wheatley Buehner absent but present via speaker phone during bsns mtg I II 1530 01/14/2014 Greer ACCSTUDY 15 Minutes - Briefing on the First Amendment to an Agreement Public Works 01/06/2014 Gaston with Clean Water Services (CWS) Regarding the Derry Dell Sewer Project Total Time: 15 of 45 minutes have been scheduled 1553 01/14/2014 Renee .0 Consider a Resol in;; port Of.a Nature in Neighborhoods ublic Works a /Q2/2014 Ferguson Metro Grant Application .. _ • , :. , ' - 1 1562 01/14/2014 Sean CQNSENT onsent Item - Consider a Resolution Approving an Application for I a muntty Wine, Fanr±ieally aan EPA Brownfield Assessment Grant ∎a ,._ nt Marty 1 , 1578 001[14/2014 IC Wheatley 14CONSeNIAGonsent Item -Approve City Council Meeting Minutes 1105 112{i8�/2o 13 I II 1582 01/14/2014 Judith Gray CCBSNS 1 5 Minutes - Appoint Five Voting Members and Two Alternates - Community 01/06/20141 Tigard Transportation Advisory Committee Development 1540 01/14/2014 Cheryl CCBSNS 2 20 Minutes - Annexation of City Property (E Bull Mtn.) & Community 01/06/20141 Caines portions of right-of-way (Wilmington Ln and Locust St) Development 1512 01/14/2014 Louis Sears CCBSNS 3 25 Minutes - Comcast cable franchise extension and discussion IFIS 01/06/20141 1568 01/14/2014 C Wheatley CCBSNS 4 10 Minutes - Adopt 2014 City Council Goals City 01/06/20141 Management 1545 01/14/2014 Carol Krager CCBSNS 5 20 Minutes - Adopt the City's 2014 State and Federal Legislative City Newton L, 1 Agenda Management 1542 101/14/2014 IC Wheatley fr CBSNS 6 10 Minutes - Council Travel Policy IAS 12/23/20131 1584 01/14/2014 Sandy CCBSNS 7 10 Minutes - Amend City Manager Employment Agreement City 01/06/20141 Zodrow Management 1 I Page is\adm\carol\tentaty ag\2014\january 6 2014.docx I Meeting Banner Business Meeting ❑ Study Session Special Meeting Consent Agenda Meeting is Full Workshop Meeting ❑ CODA Meeting City Council Tentative Agenda 1/6/2014 1:25 PM - Updated I — --- II 1427 01/21/2014 Cathy AAA January 21, 2013 Workshop Meeting - Mayor Cook Absent Wheatley 1 1506 01/21/2014 Liz Lutz CCWKSHOP 75 Minutes - Second Quarter Budget Committee meeting FIS Krager C, Deputy I City Recorder 1547 01/21/2014 Liz Lutz CCWKSHOP 45 Minutes - River Terrace Finance Progress and FIS MartyW, City Discussion Manager Total Time: 120 of 180 minutes have been scheduled li 1428 01/28/2014 Cathy AAA January 28, 2014 City Council Business Meeting - Mayor Wheatley Cook and City Manager Wine absent. I II 1543 01/28/2014 C Wheatley ACCSTUDY 20 Minutes - Discuss the Tree Board AS McGuire, T, Asst CD I Director 1576 01/28/2014 Greer ACCSTUDY 15 Minutes - Briefing on an Intergovernmental Agreement Public Works Koellermeier D, I Gaston Regarding a Water Supply Intertie Public Works Dir Total Time: 35 of 45 minutes have been scheduled 1 II 1533 01/28/2014 Renee ACONSENT Authorize the City Manager to Execute the First Public Works McMillan K, Ferguson Amendment to an Agreement with Clean Water Services Engineering Regarding the Derry Dell Sewer Project Manager 1534 01/28/2014 Debbie ACONSENT Consent Item - Authorize the Mayor to Execute an Financial and Smith-Wagar D, Smith- Intergovernmental Agreement with Metro Regarding a CET Information Asst Finance Wagar Grant for the River Terrace Community Plan Services Director I II 1548 01/28/2014 John Floyd CCBSNS 1 50 Minutes - Tigard Parks Zone Project DCA2013-00003 Community Floyd 3, Associate I Development Planner 1486 01/28/2014 Carissa CCBSNS 2 20 Minutes - FY 2014 Second Quarter Supplemental FIS MartyW, City Collins Budget Amendment Manager Total Time: 70 of 100 minutes have been scheduled I -- II 21 Page i:\adm\carol\tentatv ag\2014\january 6 2014.docx Meeting Banner Business Meeting 0 Study Session Special Meeting Consent Agenda Meeting is Full Workshop Meeting 0 CCDA Meeting City Council Tentative Agenda 1/6/2014 1:25 PM-Updated 1520 02/04/2014 Cathy CCSPEC 75 Minutes - Appreciation to Boards & Committees Reception Administrative Wheatley C, City Wheatley and Mayor Cook's State of the City Address - 4:30-6:15 p.m. Services Recorder Total Time: 75 of 180 minutes have been scheduled 1429 02/04/2014 Cathy AAA February 4, 2014 City Center Development Agency Meeting Wheatley I II 1430 02/11/2014 Cathy AAA February 11, 2014 City Council Business Meeting Wheatley I II 1524 02/11/2014 Greer ACCSTUDY 30 Minutes - Briefing and Discussion on the Development of a Public Works Koellermeier D, Gaston Willamette River Water Supply in Conjunction with the City of Public Works Dir Sherwood Total Time: 30 of 45 minutes have been scheduled 1577 1.P: �: ,w ACO V.S.ENT C4�t t.' ma ize the or r� < •��f 7 a 1 ... ' . ;' , ,� ,ate --- 1556 02/11/2014 Cathy CCBSNS 1 10 Minutes - Presentation from Community Action of Administrative Wheatley C, City I Wheatley Washington County Services Recorder 1573 02/11/2014 Greer CCBSNS 2 15 Minutes - Consider an Ordinance Modifying the Public Works Stone Mike, City I Gaston Boundaries of Local Improvement District (LID) No.1 Engineer 1274 02/11/2014 Kristie CCBSNS 3 20 Minutes - Consider a Resolution to Adopt the Westside Public Works Martin S, Parks Peerman Trail Master Plan Manager Total Time: 45 of 100 minutes have been scheduled I - _ I I 3 I Page is\adm\carol\tentaty ag\2014\january 6 2014.docx Meeting Banner Business Meeting ❑ Study Session Special Meeting Consent Agenda Meeting is Full Workshop Meeting ❑ CCDA Meeting City Council Tentative Agenda 1/6/2014 1:25 PM- Updated 1431 02/18/2014 Cathy AAA February 18, 2014 Workshop Meeting - City Manager Wheatley Wine absent i II 1514 02/18/2014 John CCWKSHOP 15 Minutes - Briefing on a Joinder Agreement for Public Works Goodrich J, Utility Goodrich Willamette Water Supply Program Div Manager 1566 02/18/2014 Nadine CCWKSHOP 20 Minutes - Tigard Municipal Court Annual Report to Administrative Robinson N, Admin. - Robinson Council Services Svcs. Manager 1567 02/18/2014 Lloyd Purdy CCWKSHOP 25 Minutes - Fields (Concept) Development Scenarios Community Krager C, Deputy Development City Recorder Total Time: 60 of 180 minutes have been scheduled 1432 02/25/2014 Cathy AAA February 25, 2014 City Council Joint Meeting with City of Wheatley Beaverton - 4755 SW Griffith Dr (6:30 p.m.) I II 1433 03/04/2014 C Wheatley AAA March 4, 2014 City Center Development Agency Meeting I II 1434 03/11/2014 C Wheatley AAA March 11, 2014 City Council Business Meeting I 1507 03/11/2014'Greer ACCSTUDY 15 Minutes - Executive Session on Real Property Public Works 11/04/2013 Gaston Negotiations 1518 03/11/2014 Liz Lutz ACCSTUDY 30 Minutes - Review of 2014 Community Event Fundin• ...,. ancial and Lutz L, Conf Exec Requests 11.1101K • � •rmation Services asst.„ _ _ A�.,,�. 1I 1515 03/11/2014 Iohn ACONSENT'Consent Item - Authorize the City Manager/Mayo-to c Works oodrich 3,may. Goodrich Execute a 3olnder Agreement for Willamette Water Iv Manager - Supply Program iiii 3/11/2014 Loreen AC ENT Consent Item - LCRB -Award Insurance Agent of Record City Management .lliis 1, Asst to City Mills Contract anager I I — II 1449 03/11/2014 Loreen CCBSNS 20 Minutes - Public Hearing - Amending Tigard Municipal City Management Mills L, Asst to City Mills Code Title 15.06 Franchise Utility Ordinance Manager Total Time: 20 of 100 minutes have been scheduled 4 ' Page is\adm\carol\tentaty ag\2014\january 6 2014.docx Meeting Banner Business Meeting ❑ Study Session Special Meeting Consent Agenda Meeting is Full Workshop Meeting ❑ CCDA Meeting City Council Tentative Agenda 1/6/2014 1:25 PM - Updated �- II 1435 03/18/2014 Cathy AAA March 18, 2014 Workshop Meeting Wheatley 1493 03/18/2014 Lloyd Purdy CCWKSHOP 15 Minutes - Update on Economic Development Activity Community Purdy, L, Econ I Development Development Mgr Total Time: 15 of 180 minutes have been scheduled 1436 03/25/2014 Cathy AAA March 25, 2014 City Council Business Meeting - Councilor Wheatley Snider absent I II 1517 03/25/2014 Liz Lutz CCBSNS 10 Minutes - Consider a Resolution Granting Exemption Financial and Lutz L, Conf Exec from Property Taxes under TMC 3.50 for xx Non-Profit Information Services Asst Low Income Housing Projects Total Time: 10 of 100 minutes have been scheduled II 1569 04/21/2014 Cathy AAA Budget Committee Meeting - 6:30 p.m. Wheatley II 1570 04/28/2014 Cathy AAA Budget Committee Meeting - 6:30 p.m. Wheatley 5 1 Page is\adm\carol\tentaty ag\2014\january 6 2014.docx AIS-1553 3. C. Business Meeting Meeting Date: 01/14/2014 Length (in minutes): 0 Minutes Agenda Title: Consider a Resolution in Support of a Nature in Neighborhoods Metro Grant Application Prepared For: Steve Martin Submitted By: Renee Ferguson, Public Works Item Type: Resolution Meeting Type: Consent Agenda Public Hearing No Newspaper Legal Ad Required?: Public Hearing Publication Date in Newspaper: Information ISSUE Shall council adopt a resolution in support of a Nature in Neighborhoods Metro grant application? STAFF RECOMMENDATION / ACTION REQUEST Staff recommends the council adopts the resolution. BEY FACTS AND INFORMATION SUMMARY The city, using funds from the 2010 park and open space bond measure, purchased several properties that formed the 48-acre Dirksen Nature Park. The design of Dirksen Nature Park is complete and the land use application was recently approved by the city's hearings officer. Park development is planned in four phases as follows: Phase Projects Funding Build a restroom and improvements to the education center Park and open space Phase 1 housed on the park property. bond funds and other funds. Construct street improvements and sidewalk/trail on Park and open space Phase 2 Tigard Street. bond funds and other funds. Phases Construction of additional trail segments and boardwalks, Unfunded. 3 and 4 and two nature play areas. Restoration of the oak savanna at the northern section of the park. The Park and Recreation Advisory Board (PRAB) oversees park development funded through the bond measure. The PRAB has identified approximately $700,000 in bond funds to design, plan and develop Dirksen Nature Park. These bond funds, in conjunction with other funding sources, will cover the cost of phase 1 and 2 projects. In November 2013, staff submitted a letter of interest to Metro inquiring whether phase 3 and 4 projects were eligible for Nature in Neighborhoods (NIN) grant funding. Metro subsequently invited Tigard to submit a grant application by January 24, 2014. Staff is now seeking the council's support to submit the grant application. If the grant is awarded, further council action will be required before the grant is accepted by the city. OTHER ALTERNATIVES The council could choose not to support the grant application. COUNCIL OR CCDA GOALS, POLICIES, MASTER PLANS Dirksen Nature Park was a priority for acquisition for at least two decades and was identified as a future community park in the 2009 Park System Master Plan. DATES OF PREVIOUS CONSIDERATION This is the first time this grant application has come before the council. Fiscal Impact Cost: Estimated $390,000 * Budgeted (yes or no): No Where Budgeted (department/program):Not applicable Additional Fiscal Notes: Staff plans to apply for a $390,000 grant. The grant requires a 200-percent, or $780,000, match. The match can include funding and in-kind work performed by the city. Any work the city performs at the park—after receiving the letter of invitation from Metro—could count towards the city's matching funds. This would include funding to construct phase 1 and 2. * Estimate for phase 3 and 4 projects. Attachments Resolution AIS-1562 3. D. Business Meeting Meeting Date: 01/14/2014 Length (in minutes): Consent Item Agenda Title: Consider a Resolution Approving an Application for an EPA Brownfields Assessment Grant. Submitted By: Sean Farrelly, Community Development Item Type: Resolution Meeting Type: Consent Agenda Public Hearing No Newspaper Legal Ad Required?: Public Hearing Publication Date in Newspaper: Information ISSUE Shall the Council adopt a resolution approving the submission of a grant application for an EPA Brownfields Assessment grant? STAFF RECOMMENDATION / ACTION REQUEST Staff recommends the Council adopt the resolution. KEY FACTS AND INFORMATION SUMMARY Potential environmental contamination in downtown Tigard is a barrier to the redevelopment envisioned in the Tigard Downtown Improvement Plan. The city/ City Center Development Agency has started a Brownfields Initiative to address the issue. The city received a $25,000 grant from Business Oregon as seed money for the program. The grant funds allowed the city to hold two public Brownfields workshops and offer three Phase I environmental site assessments for property owners. It also funded an inventory of potential brownfield sites, which indicates there are approximately sixty properties in the downtown vicinity that are contaminated, or potentially contaminated, from previous uses. The city supports the cleanup and revitalization of these properties, and plans to provide incentives to property owners to address brownfield challenges. The next step to advance the Brownfields Initiative is to apply for $400,000 in Brownfields Assessment grants from the U.S. Environmental Protection Agency (EPA). If awarded, the funds will be used to support community engagement, Phase I and Phase II site investigations, cleanup and reuse planning for downtown and other priority sites, and project management. $200,000 would be available for assessing petroleum contamination, $200,000 for other hazardous materials. Tigard will engage with stakeholders on its Brownfields Initiative. Participants will help the city decide how and where to focus EPA resources and help determine reuse options at the sites. A copy of the grant application is available upon request. OTHER ALTERNATIVES Should the Council choose not to adopt this resolution, the grant application would not be submitted. COUNCIL OR CCDA GOALS, POLICIES, MASTER PLANS City Center Urban Renewal Plan DATES OF PREVIOUS CONSIDERATION December 3, 2013 June 4, 2013 Fiscal Impact Cost: TBD Budgeted (yes or no): no Where Budgeted (department/program): CCDA Additional Fiscal Notes: If successful, the grant would provide $400,000 in revenue. No match is required, however staff time will be allocated to project management. Attachments Resolution Approving Grant Application AIS-1582 4. Business Meeting Meeting Date: 01/14/2014 Length (in minutes): 5 Minutes Agenda Title: Appoint Five Voting Members and Two Alternates to the Tigard Transportation Advisory Committee Submitted By: Judith Gray, Community Development Item Type: Resolution Meeting Type: Council Business Meeting - Main Public Hearing: No Publication Date: Information ISSUE Should Council appoint Tanya Firemoon, Karen Hughart, Karen Mohling, Elise Shearer, and Kevin Watkins as voting members and Mark Carlton and Erik Halstead as alternates to the Tigard Transportation Advisory Committee? STAFF RECOMMENDATION / ACTION REQUEST Approve a resolution appointing Tanya Firemoon, Karen Hughart, Karen Mohling, Elise Shearer, and Kevin Watkins as voting members and Mark Carlton and Erik Halstead as alternates to the Tigard Transportation Advisory Committee. KEY FACTS AND INFORMATION SUMMARY The Tigard Transportation Advisory Committee (l"1'AC) is comprised of 11 voting positions, including citizen and business representatives. As of December 31, 2013 there are six vacancies including two full-term citizen representative positions; two full term business positions; one partial term (one-year) citizen position; and one partial term (one-year) business position. The Mayor's appointment advisory committee interviewed seven applicants on November 25, 2013. One applicant, Karen Mohling, applied as a business/employer representative of Tualatin Valley Fire and Rescue. No other business or employer representatives applied. One incumbent, Karen Hughart, has applied for a second term as a citizen representative. The Mayor's Appointment Advisory Committee recommends the following appointments: •Karen Hughart for her second term, with a term expiring December 31, 2016; •Elise Shearer, Karen Mohling, and Kevin Watkins for full terms, expiring December 31, 2016; •Tanya Firemoon, to complete a partial term expiring December 31, 2014; •Mark Carlton and Kevin Halstead as alternates with terms expiring December 31, 2014. An appointing resolution and bios of the recommended appointees are attached. OTHER ALTERNATIVES n/a COUNCIL GOALS, POLICIES,APPROVED MASTER PLANS City Council Long Range Objectives: Tigard citizens are involved in the community and participate effectively. DATES OF PREVIOUS COUNCIL CONSIDERATION n/a Attachments Bios Resolution Tigard Transportation Advisory Committee Biographies of Recommended Appointees On January 14,2014 the Tigard City Council will consider a resolution appointing voting members to the Tigard Transportation Advisory Committee (TTAC). Following are brief biographies for the individuals recommended for appointment. Recommended for voting positions: Tanya Firemoon has been a resident of Tigard for 7 years. She has taken coursework at PSU and University of Phoenix and has professional experience as an office manager and program manager. Her previous community activities include nonprofit organizations in social services. She is interested TTAC as an opportunity to provide input and insights into ways to shape and improve city services. Karen Hughart is an incumbent on TTAC and served as the board Vice Chair in 2012 and 2013. Karen has lived in Tigard since she was 18 months old,with the exception of her years at Western Oregon University in Monmouth. She has a BS in Education and an MAT from Lewis&Clark College. She has been a teacher in the Tigard Tualatin School District since 2000. Karen Mohling is a Deputy Fire Marshall with TVF&R located in the Tigard Triangle and would serve as a"business"representative on TTAC.Karen has served on numerous advisory committees, including the SW Corridor Plan and the Tigard TSP.TVF&R provides valuable input to the design of new transportation projects and improvements to the existing system. Elise Shearer has lived in Tigard for 27 years. She recently completed her second full term on the Tigard CCAC;in the most recent year she was the committee chair and the liaison to TTAC. She also volunteers with the TDA,Tigard Chamber for Tigard Street Festival,St.Vincent de Paul Food Bank and Severe Weather Shelter at St Anthony Church. Kevin Watkins has lived in Tigard for 29 years.He is a retired electrical engineer with many years working with power systems.He has served on advisory committees for the Oregon Department of Energy and for the NW Power Planning Council. He has also been an officer for the Tigard High School Booster Club. Recommended as alternates: Erik Halstead has lived in the area for much of the last 30 years,including Beaverton,Tualatin,and SW Portland. He has an interest in transportation,including transit,bicycling,and a special interest in railroad history. Mark Carleton has lived in Tigard for 10 years. He has a BS from University of Portland and an MBA from George Fox. He is active in church and school as a parent,serving on the Parish Council and the Parent club president. He works as a photographer at A-dec in McMinnville. AIS-1540 5, Business Meeting Meeting Date: 01/14/2014 Length (in minutes): 20 Minutes Agenda Title: Annexation of City Property (E Bull Mtn.) and portions of right-of-way (Wilmington Ln and Locust St) Submitted By: Cheryl Gaines, Community Development Item Type: Public Hearing - Meeting Type: Council Quasi Judicial Business Meeting- Main Public Hearing Yes Newspaper Legal Ad Required?: Public Hearing Publication 01/03/2014 Date in Newspaper: Information ISSUE Proposed annexation of three unrelated parcels and right-of-way: E Bull Mountain city property, a portion of SW Wilmington Lane right-of-way, and a city owned parcel along SW Locust Street that will be dedicated as right-of-way following annexation. STAFF RECOMMENDATION / ACTION REQUEST Staff recommends the City Council approve the proposed E Bull Mountain City Property/Wilmington Lane Annexation (ZCA2013-00004) and Locust Street Annexation (ZCA2013-00006) by adoption of the attached ordinances. KEY FACTS AND INFORMATION SUMMARY Key Facts: The request is to annex city owned properties and right-of-way into the City of Tigard. The areas to be annexed are reference as sites A, B, and C within the staff report. The sites are located within two different areas of Washington County. Sites A & B are located on the east side of Bull Mountain within a small unincorporated island of Washington County. The Locust Street property is within Metzger and lies between SW 87th and 90th Avenues. Site A consists of two parcels (tax lots 5800 and 5900) totaling 8 acres. These parcels, along with an adjoining parcel to the west (already within the city), were purchased in 2012 for a future park and open space. Approval for park development will be requested once the properties are within the city. Park development is not proposed with this application. Tax lot 5800 is developed with a vacant, single-family home served by a septic tank and city water from SW Alpine Crest Way. Tax lot 5900 is undeveloped. Both parcels are heavily wooded with the exception of the house location. Site B (3, 166 square feet) is a portion of the Wilmington Lane right-of-way that was deeded to the City of Tigard by the adjoining property owner to the north (Rippey) during construction of the Highland Hills subdivision located on the south side of Wilmington Lane. Sites A & B are located within a small island of unincorporated Washington County properties on the east side of Bull Mountain. The island consists of five parcels. Annexation of one other parcel within the island was recently approved (ZCA2013-00003 Otis Annexation) and will be effective at the time of this public hearing. The owner of the remaining two parcels is not interested in annexing at this time. Site C: Site C is a small parcel (1,986 square feet) on the north side of Locust Street west of the Hall Boulevard intersection. This property was purchased by the city to improve SW Locust Street and will be dedicated as right-of-way following annexation. Zoning: Site A is currently zoned R-6 (Washington County). This zone is intended for residential development at no more than 6 units per acre and no less than 5 units per acre. Table 18.320.1 in the Tigard Community Development Code (TCDC) summarizes the conversion of the county's plan and zoning designations to city designations which are most similar. According to this table, the city designation most similar to R-6 is R-7 zoning. Site B is right-of-way and has no zoning, but zoning of adjacent parcels within city boundaries is R-7. Site C is currently zoned TO: 18-24 (Transit Oriented, 18-24 units per acre). Table 18.320.1 does not designate an equivalent city zone. The site will be dedicated as city right-of-way following annexation; therefore R-4.5 (Low Density Residential) is proposed to match zoning of area properties located on the south side of Locust Street. Once the parcel is dedicated to city right-of-way, zoning will no longer be applicable. OTHER ALTERNATIVES Adopt findings to deny the request. COUNCIL OR CCDA GOALS, POLICIES, MASTER PLANS Annexation will allow the E Bull Mountain site to be developed with a city park, which fulfills goals outlined in the City of Tigard Park System Master Plan. Annexation of the Wilmington Lane and Locust Street sites will bring city improvements into the city boundary. DATES OF PREVIOUS CONSIDERATION n/a Fiscal Impact Cost: n/a Budgeted (yes or no): n/a Where Budgeted (department/program):n/a Additional Fiscal Notes: Typically annexations have fiscal impact due to phasing in of city taxes. Because all of the properties are city owned or right-of-way, taxes will not be impacted. Attachments Bull Mtn ord Locust Ord Staff Report Hearing Date: January 14,2014 Time: 7:30 PM STAFF REPORT TO THE CITY COUNCIL FOR THE CITY OF TIGARD, OREGON TIGARD 120 DAYS = N/A SECTION I. APPLICATION SUMMARY FILE NAMES AND NUMBERS: ZONE CHANGE ANNEXATION (ZCA) ZCA2013-00004: East Bull Mountain—City Property/Wilmington Lane Annexation ZCA2013-00006: Locust Street Annexation APPLICANT: City of Tigard OWNER: City of T' Kim McMillan 13125 Sall Blvd. 13125 SW Hall Blvd. Tigard,OR 97223 Tigard,OR PROPOSAL: A request to annex city owned properties and right-of-way into the City of Tigard. The areas to be annexed are known as sites A, B, and C. Site A is made up of two parcels totaling 8 acres. Site B is a portion of SW Wilmington Lane right-of-way (3,166 square feet). Site C is a city owned property on Locust Street (1,986 square feet) that will be dedicated as right-of-way. LOCATION: The properties to be annexed are found within two different areas of Washington County. Sites A & B are located on the east side of Bull Mountain within a small unincorporated island of Washington County. The Locust Street property is within Metzger and lies between SW 87 and 90th Avenues. Site A: 13950 SW Alpine Crest Way; Washington County Tax Assessor's Map (WCTM) 2S104DC,Tax Lots 5800 and-5900. Site B: No address or map and parcel number. Site C: No address;WCTM 1Sf35AA,Tax Lot 00701. COUNTY ZONES: R6: Residential,5 units/acre minimum density,6 units/acre maximum density. TO: 18-24(Transit Oriented Residential District, 18-24 units per acre). CITY ZONES: R-7: Medium Density Residential District. R-4.5: Low Density Residential District APPLICABLE REVIEW CRITERIA: The approval standards for annexations are described in Community Development Code approval 18.320 and 18.390, Comprehensive Plan Goal 1, Goal 11, Goal 12, and Goal 14;ORS Chapter 222;Metro Code Chapter 3.09. E BULL MTN CITY PROPERTY/WILMINGTON LN/LOCUST ST ANNEXATIONS ZCA2013-00004&ZCA2013-00006 PAGE 1 OF 11 SECTION II. STAFF RECOMMENDATION Staff recommends that the Council find that the proposed annexations (ZCA2013-00004 and ZCA2013-00006) meet all the approval criteria as identified in ORS Chapter 222, Metro Code Chapter 3.09, Community Development Code Chapters 18.320 and 18.390, and the following Comprehensive Plan Goals and Policies: Goal 1.1; Goal 11.1, Policy 4; Goal 11.3, Policy 6; and Goal 14.2, Policy 1-4. Therefore, staff recommends APPROVAL of ZCA2013-00004 and ZCA2013-00006 by adoption of the attached ordinances. SECTION III. BACKGROUND INFORMATION Site A: Site A consists of two parcels (tax lots 5800 and 5900) totaling 8 acres that are located within a small island of unincorporated Washington County properties on the east side of Bull Mountain. The island consists of five parcels. Annexation of one of the other parcels within the island was recently approved (ZCA2013-00003 Otis Annexation) but was not effective at the writing of this report. The owner of the remaining two parcels is not interested in annexing at this time. Tax lot 5800 is developed with a vacant, single-family home served by a septic tank and city water from SW Alpine Crest Way. Tax lot 5900 is undeveloped. Both parcels are heavily wooded with the exception of the house location. In 2012 the city purchased the two parcels for a future park along with an adjoining parcel to the west. The adjoining parcel is already within the city boundary and will be maintained as open space. Approval for park development will be requested once the properties are within the city. Park development is not proposed with this application. Preliminary park plans include removal of the existing single family home, and construction of a shelter, utility shed, and sport court. Picnic tables, play structures, and accessible pathways are also anticipated. Site B: Site B is a portion of Wilmington Lane right-of-way that was deeded to the City of Tigard by the adjoining property owner to the north (Rippey). The Highland Hills subdivision, south of Wilmington Lane, was approved by Washington County in 2008 and subsequently annexed into Tigard. One of the conditions of the subdivision was to extend Wilmington Lane to the westerly boundary of the subdivision. Constructing the street within the confines of the subdivision would have resulted in a substandard street. Conveyance of the property by the adjoining owner allowed construction of the full street but happened after annexation of the subdivision. This request is to annex a small portion of Wilmington Lane (3,166 square feet),which is a city street. Site C: Site C is a small parcel (1,986 square feet) on the north side of Locust Street west of the Hall Boulevard intersection. In 1989 and 1990 the City of Tigard performed street improvements to SW Locust Street. These improvements included installations of utilities as well as widening and realignment of the roadway. It was necessary for the city to purchase property in unincorporated Washington County to avoid improvements being constructed on private roperty. Following annexation, the city will dedicate the property as public right-of-way within the city s boundary. SECTION IV. APPLICABLE CRITERIA, FINDINGS AND CONCLUSIONS City: Community Development Code Chapters 18.320 and 18.390; Comprehensive Plan Goal 1.1; Goal 11.1 (Policy 4),and Goal 11.3 (Policy 6),Goal 14.2 (Policies 1-4). State: ORS Chapter 222 Regional:Metro Code Chapter 3.09 A.CITY OF TIGARD COMMUNITY DEVELOPMENT CODE(TITLE 18) Staff has determined that the proposal is consistent with the relevant portions of the Community Development Code based on the following findings: E BULL MTN CITY PROPERTY/WILMINGTON LN/LOCUST ST ANNEXATIONS ZCA2013-00004&ZCA2013-00006 PAGE 2 OF 11 Chapter 18.320.020.B: Approval Process and Standards. Approval Criteria. The decision to approve, approve with modification, or deny an application to annex property to the City shall be based on the following criteria: 1.All services and facilities are available to the area and have sufficient capacity to provide service for the proposed annexation area; The City of Tigard Comprehensive Plan's Public Facilities and Services Chapter states that for the purposes of the Comprehensive Plan,public facilities and services refer to stormwater management, water supply and distribution,wastewater management, community facilities,and private utilities. In addition the Comprehensive Plan Glossary includes public safety,parks,and transportation.All services are available to the proposed annexation sites and have adequate capacity to serve future development. Site B is existing right-of-way for SW Wilmington Lane, and Site C will be dedicated as right-of-way for SW Locust Street. All services are available in the area for these two sites,but services are not needed. Individual services or facilities serving Site A are discussed in further detail below. Water— City of Tigard/Tigard Water District. Sites A lies within the Tigard Water Service Area and the existing house is already served by city water through a 4-inch line from SW Alpine Crest Way. In addition, there are 6 and 8-inch lines in adjacent streets (SW Ridgefield Lane and SW Fernridge Terrace). There is capacity to serve future park improvements. Sewer—City of Tigard/Clean Water Services. The vacant home on Site A is served by septic. Existing sanitary lines are available at the north and east property lines. Clean Water Services is the sewer provider in the surrounding area. There is adequate capacity to serve the existing home or future park uses. Stormwater — Clean Water Services. Clean Water Services is the current provider of stormwater services in this area. Storm drainage can be directed to existing stormwater facilities to the east. Capacity is adequate to serve the existing single-family home or future park improvements on Site A. Streets — City of Tigard Engineering Division. Site A is currently served by a private access easement from SW Alpine Crest Way; however three ublic streets stub to the site (SW Alpine Crest Way and SW Fernridge Terrace to the north and SW Ridgefield Lane to the east). The proposed annexation will not impact the current private access and street extension will be addressed with future park development. The property is within the Washington County Urban Road Maintenance District and will be removed from the district upon annexation. Police — City of Tigard Police Department. Police services are currently provided by the Washington County Sheriff. If approved, the property will be withdrawn from the Enhanced Sheriff's Patrol District. The City of Tigard Police Department was contacted by city staff regarding the annexation. Tigard Police expressed no objections to the proposal. Fire—Tualatin Valley Fire and Rescue (TVF&R). The subject property is in Tualatin Valley Fire and Rescue's (TVF&R's) service area. The TVF&R District currently provides services to Site A, which will not change following annexation. The Fire District has personnel and equipment in the area that can respond to an emergency incident and implement such actions as may be necessary for fire and/or rescue operations. Parks—City of Tigard. Site A is planned for a future neighborhood park,which will add to the city's park capacity. CONCLUSION: Based upon this review, staff finds that all public services and facilities (as defined by the Comprehensive Plan) are available to the proposed annexation territory and have sufficient capacity to provide service; however these services are not needed for sites B and C because they are now or will be dedicated right-of-way. The proposed annexation will not reduce the level of services within the City of Tigard.This criterion is met. 2. The applicable Comprehensive Plan policies and implementing ordinance provisions have been satisfied. FINDINGS: The following Comprehensive Plan goals and policies apply to the proposed annexation: Goal 1.1; Goal 11.1, Policy 4; Goal 11.3, Policy 6; and Goal 14, Policy 1- 4. Staff has determined that the E BULL MTN CITY PROPERTY/WILMINGTON LN/LOCUST ST ANNEXATIONS ZCA2013-00004&ZCA2013-00006 PAGE 3 OF 11 proposal has satisfied the applicable Comprehensive Plan policies based on the following findings: Goal 1.1: Citizen Involvement. The City shall provide citizens, affected agencies and other i jurisdictions the opportunity to participate in all phases of the planning process. The City maintains an ongoing citizen involvement program. To assure citizens will be provided an opportunity to be involved in all phases of the planning process, the City provides notice for Type IV land-use applications. The City posted, mailed and published notice of the ublic hearing as follows. The City posted-the hearing notice at four public places on December 20, 2013: Tigard Library, Tigard City Hall, Tigard Permit Center, and near the proposed annexation areas. The City published notice of the hearing in The Tigard Times for two successive weeks (January 2 and January 9, 2014) prior to the January 14, 2014 public hearing. The City also mailed notice to all interested parties and surrounding property owners within 500 feet on December 24,2013. Goal 11.1: Public Facilities and Services. Policy 4. The City shall require the property to be located within the city limits prior to receiving City stormwater services. Stormwater service near Sites A and B is provided by Clean Water Services. Annexation is not necessary to receive stormwater service. A city stormwater line runs through Site C; however service is not needed for this site. Policy 6. The City shall require the property to be located within the city limits prior to receiving City wastewater services. Sites B and C (existing and future rights-of-way) will not require wastewater service. The existing,vacant home on Site A will be demolished. Future park development will likely include portable restrooms, meaning sanitary service will not be needed. However,annexation of this area will ensure that city sanitary service will not be extended outside city limits if needed for future development. The applicant will not receive City services prior to annexation. Goal: 14.2. Implement the Tigard Urban Services Agreement through all reasonable and necessary steps,including the appropriate annexation of unincorporated properties. Policy 1.The City shall assign a Tigard zoning district designation to annexed property that most closely conforms to the existing Washington County zoning designation for that property. The applicable Tigard zoning district designations are addressed below in the findings for Section 18.320.020.C. Policy 2. The City shall ensure that capacity exists, or can be developed, to provide needed urban level services to an area when approving annexation. Capacity has been addressed above,consistent with this policy. Policy 3.The City shall approve proposed annexations based on findings that the request: A. can be accommodated by the City's public facilities and services;and The availability of the City's public facilities and services has been addressed above, consistent with this policy. B.is consistent with applicable state statute. As reviewed in this report, staff finds that the provisions of ORS 222 have been met, consistent with this policy. Policy 4. The City shall evaluate and may require that parcels adjacent to proposed annexations be included to:A) avoid creating unincorporated islands within the City;B) enable public services to be efficiently and effectively extended to the entire area; or C) implement a concept plan or sub-area master plan that has been approved by the Planning Commission or City Council. E BULL MTN CITY PROPERTY/WILMINGTON LN/LOCUST ST ANNEXATIONS ZCA2013-00004&ZCA2013-00006 PAGE 4 OF 11 Sites A and B lie within an island of unincorporated Washington County. There are five parcels with three owners within this island. Two of the parcels owned by the city are included in this proposed annexation. An additional parcel was recently approved for annexation into the city (ZCA2013-00003). The property owner of the remaining two parcels was approached by city staff for annexation; however the owner has indicated no interest in annexing at this time. The proposed annexation will result in a smaller island. Site A was purchased by the city in 2012 for park development to implement the City of Tigard Park System Master Plan. The plan outlines the need to acquire park property and construct park improvements, to preserve open spaces, enhance water quality and provide recreational opportunities. Annexation will allow the city to pursue development of park facilities on this property. Annexation will allow public services to be more efficiently and effectively provided because city improvements will be located within the boundary. CONCLUSION: Annexation of additional parcels is not possible at this time. The city has coordinated with all urisdictions and agencies within/near the annexation sites. The City of Tigard has the services/facilities available and at adequate capacity to serve the sites. The proposed annexation is consistent with applicable Comprehensive Plan policies.This criterion is met. Chapter 18.320.020.0 Assignment of comprehensive plan and zoning designations. The comprehensive plan designation and the zoning designation placed on the property shall be the city's zoning district which most closely implements the city's or county's comprehensive plan map designation. The assignment of these designations shall occur automatically and concurrently with the annexation. In the case of land which carries county designations, the city shall convert the county's comprehensive plan map and zoning designations to the city designations which are the most similar. FINDINGS: Site A is currently zoned R-6 (Washington County). This zone is intended for residential development at no more than 6 units er acre and no less than 5 units per acre. Table 18.320.1 in the Tigard Community Development Code (TCDC) summarizes the conversion of the county's plan and zoning designations to city designations which are most similar. According to this table, the city designation most similar to county R-6 is city R-7 zoning. Site B is right-of-way and has no zoning, but zoning of adjacent parcels within city boundaries is R-7. Site C is currently zoned county TO: 18-24 (Transit Oriented, 18-24 units per acre). Table 18.320.1 does not designate an equivalent city zone. The site will be dedicated as city right-of-way following annexation; therefore city R-4.5 (Low Density Residential) is proposed to match the zoning of adjacent properties within Tigard that are located on the south side of Locust Street. Once the parcel is dedicated to city right-of-way, zoning will no longer be applicable. CONCLUSION: Upon annexation Site A will be zoned city R-7, which most closely implements Washington County s comprehensive plan and zoning designations (R-6). Site C will be zoned city R-4.5 to match nearby properties within the city boundary. This criterion is met. Chapter 18.390.060:Type IV Procedure Annexations are processed by means of a Type IV procedure, as governed by Chapter 18.390 of the Community Development Code (Title 18) using standards of approval contained in 18.390.020.B, which were addressed in the previous section. Chapter 18.390 requires City Council to hold a hearing on an annexation. It also requires the City to provide notice at least 20 days prior to the hearing by mail and to publish notice at least 10 business days prior to the hearing. City staff mailed notices to other agencies and utilities on December 9, 2013 and property owners within 500 feet on December 24, 2013. A notice was Jublished in The Tigard Times for two successive weeks (January 2, 2014 &January 9, 2014) prior to the anuary 14,2014 public hearing. Additionally, Chapter 18.390.060 sets forth five factors for consideration when making a Type IV decision: 1. The Statewide Planning Goals and Guidelines adopted under Oregon Revised Statutes Chapter 197; FINDINGS: The city's Comprehensive Plan has been acknowledged by the Land Conservation and Development Commission to be in compliance with state planning goals and as reviewed above, the E BULL MTN CITY PROPERTY/WILMINGTON LN/LOCUST ST ANNEXATIONS ZCA2013-00004&ZCA2013-00006 PAGE 5 OF 11 annexation proposal is consistent with Tigard Comprehensive Plan goals and policies. CONCLUSION: The proposal is consistent with the city's acknowledged Comprehensive Plan. Therefore,the proposal complies with statewide planning goals,including citizen involvement,public facilities,transportation,and urbanization. 2.Any federal or state statutes or regulations found applicable; FINDINGS: ORS 222: State law (ORS 222.120(4)(b), ORS 222.125 and ORS 222.170(1)) allows for a city to annex contiguous territory when owners of land in the proposed annexation territory submit a petition to the legislative body of the city. In addition, ORS 222.111(2) allows for a city to act on its own motion to annex contiguous territory. A city is not required to hold an election for such an annexation if it follows the noticing procedures for a public hearing per ORS 222.120. ORS 222.120 requires the city to hold a public hearing before its legislative body (City Council) and provide public notice to be published once each week for two successive weeks prior to the day of the hearing, m a news aper of general circulation in the city, and shall cause notices of the hearing to be posted-in four public places in the city for the same two week period. The owner of the subject parcels has submitted petitions for annexation to the City. The subject parcel is contiguous to the City's boundary. City staff mailed notice on December 24, 2013, and published public notice in The Tigard Times for two successive weeks (January 2 and January 9,2014) prior to the January 14, 2014 public hearing and posted the hearing notice for public view on December 20, 2013 in the Tigard Library,Tigard City Hall,Tigard Permit Center,and near the proposed annexation sites. CONCLUSION: Staff finds that the provisions of ORS 222 have been met. 3. Any applicable METRO regulations; Chapter 3.09 of the Metro Code (Local Government Boundary Changes) includes standards to be addressed in annexation decisions, in addition to local and state review standards. Staff has reviewed the Metro regulations for Local Government Boundary Changes and addressed the applicable regulations (Metro Code 3.09.045(d) & (e) and 3.09.050) below: FINDINGS: Metro 3.09.045 (d) and (e) The proposed annexation is not being reviewed through an expedited process, but subsections (d) of Metro Code 3.09.050 requires that the standards of 3.09.045 (d) & (e) be addressed. (d)To approve a boundary change through an expedited process,the city shall: (1) Find that the change is consistent with expressly applicable provisions in: (A)Any applicable urban service agreement adopted pursuant to ORS 195.065; The Tigard Urban Service Agreement (TUSA) is between the City, County, Metro, and the service Districts for water, sewer, transportation, parks and public safety. The agreement outlines the role, provision, area, and planning/coordination responsibilities for service providers operating in the Tigard Urban Services Area. These services are addressed above at the beginning of this report. The Urban Planning Area Agreement (UPAA) between the City and the County provides coordination of comprehensive planning and development, defines the area of interest, and includes policies with respect to the active planning area and annexation. The agreement states that "so that all properties within the Tigard Urban Service Area will be served by the City, the County and City will be supportive of annexations to the City." The applicable annexation policies include the assignment of comprehensive plan and zoning designations E BULL MTN CITY PROPERTY/WILMINGTON LN/LOCUST ST ANNEXATIONS ZCA2013-00004&ZCA2013-00006 PAGE 6 OF 11 addressed earlier in this report and acknowledgements that the City is the ultimate service provider of urban services within the Tigard Urban Service Area. The City has adhered to the Comprehensive Planning and Development Policies outlined in the UPAA, and provided notice to/requested comments from Washington County prior to the public hearing. (B)Any applicable annexation plan adopted pursuant to ORS 195.205; These statutes outline the pprocess for annexations initiated by a city or district, including public hearings and voting procedures. This statute is not applicable since the annexation was initiated by the property owner. The property owner (City of Tigard) has submitted a petition to annex. There are no registered voters at the sites. (C)Any applicable cooperative planning agreement adopted pursuant to ORS 195.020(2)between the affected entity and a necessary party; ORS195.020(2) speaks to cooperative agreements between counties or Metro with each special district that provides an urban service within the boundaries of the county or the Metropolitan Service District. Special districts would include fire,water, school, and sewer districts. These districts are the same within the county and city with the exception of the sewer district, which will be the City of Tigard following development of the subdivision. Planning for these areas will still be considered by the same special districts upon annexation due to existing agreements with the City. (D)Any applicable public facility plan adopted pursuant to a statewide planning goal on public facilities and services; and The City of Tigard Public Facility Plan was adopted in 1991 in compliance with statewide planning goals and Oregon Administrative Rule 660-11. A revised plan is currently being developed as part of periodic review and the River Terrace Community Plan. New Comprehensive Plan goals and policies for public facilities were adopted in 2008 (Goal 11), and the applicable goals and policies were addressed previously in this report. The proposed annexation is consistent with the Tigard Public Facility Plan. (E)Any applicable comprehensive plan;and The Tigard Comprehensive Plan applies in this case. Applicable policies are satisfied as addressed previously in this report. (2) Consider whether the boundary change would: (A) Promote the timely, orderly and economic provision of public facilities and services; (B) Affect the quality and quantity of urban services; and (C) Eliminate or avoid unnecessary duplication of facilities or services. The proposed annexation will allow urban services to be provided for any future development of the sites, which are currently planned for a city park and rights-of-way. Site A is currently developed with a vacant, single-family home on septic, already served by city water, and served by Washington County and Tualatin Valley Fire and Rescue (TVF&R). Upon annexation sanitary sewer and storm can be extended to serve future development. In addition,Tigard Police will serve the site instead of Washington County Sherriff. TVF&R will continue to provide service as it is a county-wide provider. (e)A city may not annex territory that lies outside the UGB,except it may annex a lot or parcel that lies partially within and outside the UGB.Neither a city nor a district may extend water or sewer services from inside a UGB to territory that lies outside the UGB. The property to be annexed is not outside the UGB. This criterion is not applicable. Metro 3.09.050 (b) (b) Not later than 15 days prior to the date set for a change decision, the approving entity shall E BULL MTN CITY PROPERTY/WILMINGTON LN/LOCUST ST ANNEXATIONS ZCA2013-00004&ZCA2013-00006 PAGE 7 OF 11 make available to the public a report that addresses the criteria in subsection (d) below, and that includes at a minimum the following: The staff report was available December 30,2013, fifteen days prior to the public hearing. (1) The extent to which urban services presently are available to serve the affected territory including any extra territorial extensions of service; As addressed previously in this report, urban services are available and can be extended if necessary to the affected territory. (2) Whether the proposed boundary change will result in the withdrawal of the affected territory from the legal boundary of any necessary party;and The proposed territory will remain within Washington County but will be required to be withdrawn from the Washington County Enhanced Sheriffs Patrol District and Urban Road Service District upon completion of the annexation. This withdrawal is incorporated into the proposed ordinance. (3) The proposed effective date of the boundary change. The public hearing will take place January 14,2014. If the Council adopts findings to approve ZCA2013- 00004 and ZCA2013-00006, the effective date of the annexations will be upon filing with the Secretary of State office per Oregon Revised Statutes (ORS 222.180) or 30 days following City Council adoption, whichever is later. (c) The person or entity proposing the boundary change has the burden to demonstrate that the proposed boundary change meets the applicable criteria. The proposed boundary change meets the applicable criteria as demonstrated in this staff report. (d) To approve a boundary change, the reviewing entity shall apply the criteria and consider the factors set forth in subsections (d) and(e) of Section 3.09 045. The criteria and factors outlined in subsections (d) and (e) of Section 3.09.045 have been previously addressed in this report. CONCLUSION: As shown in the above findings the proposed annexation satisfies the Metro Code regulations related to Local Government Boundary Changes. This criterion is met. (Tigard CDC 18.390.060 continued) 4.Any applicable comprehensive plan policies;and FINDINGS: Findings addressing the applicable Comprehensive Plan policies were provided previously in this report. CONCLUSION: As previously demonstrated, the proposed annexation is consistent with all applicable comprehensive plan policies. 5.Any applicable provisions of the City's implementing ordinances. FINDINGS: Resolution 13-08 extended previously approved incentives for property owners that voluntary annex into the city limits through February 2014. The properties to be annexed are owned by the city and are not subject to property tax. Therefore,the provisions of Resolution 13-08 do not apply in this case. SECTION VII. STAFF & AGENCY COMMENTS Tigard Police reviewed the proposed annexation and have no objections. No other comments were received. E BULL MTN CITY PROPERTY/WILMINGTON LN/LOCUST ST ANNEXATIONS ZCA 013-00004&ZCA2013-00006 PAGE 8 OF 11 SECTION VIII. PUBLIC COMMENTS The City mailed notice to surrounding property owners within 500 feet. No written public comments were received. December 30.2013 PREPARED BY: Cheryl Gaines DATE Associate Planner December 30.2013 REVIEWED BY: Tom McGuire DATE Asst. Community Development Director E BULL MTN CITY PROPERTY/WILMINGTON LN/LOCUST ST ANNEXATIONS ZCA2013-00004&ZCA2013-00006 PAGE 9 OF 11 ob East Bull Mountain 'r., I. illi . li iiir . ;' o? City Property/Wilmington Lane Alkop Annexation Location Ew City of Tigard Oregon 4111 At Data Saunas Q` Tigard City ity Boundary City o 1Tltard SITEA .� �k Mhta1reraoeCaaaty G �~ O . m m ill r e /325 Sw Naar IhI C... Oo + Tl;or d,Orrtee !7222 WOOpgHIRE pa T s03.a2!_4isl ar . werr.al2par` Y Y c IL O /rte 1..5900 1 L,�� \, ��� 1:54 G ac �. Illto/ � Re .../ 40 10,,,.. • ., j s 1. SITE B STJAMS IN"pi. a min ot MN i r 1111111 r:- !!NLN !III \ r y as z NM 11111 C s MM V � J 2 i at M00 dl IlTA L21 Mil 111 di 1.11 ...).1 in ~ - \ cssRV!T "ERR•ar h!V1_rm,rsCOJ'Mae.ee'-NIafYS•".Mroirwr.tipee,'"^•}....G'+.xt II A()II HJVd 90000-£IOZVDZ 29 t0000-£IOZVDZ SNIOT,T.VXr�-INNIV,T.S.T.S1)'XYT/IV'T Ni).T.r)NTIV'TT/k\/?C.TN'Td()Nd i.T.I7)NT.T.IV TT()ST 1"Nile V I . -1111pIIIIr 4 i I I f 1 f l I , /� t v �, J[FFIIIigN:T / — V Un — i ri 44‘ r .11►TM ova I I I T A I I= 1 :III ti i HALL BLVD Di' _ o 0 n t O H r. c w ,, :Wo g M aQ w t Q t.,.. at 2 ,wiLimummi.....____ •r i+I 17711-_-1..----- T 1I I;-f East Bull Mountain and Locust Street Annexations January 14, 2014 Statement by City Attorney—Quasi-Judicial Hearing Procedures A copy of the rules of procedure for today's hearing is available at the entrance. The staff report on this hearing has been available for viewing and downloading on the City's website and a paper copy of the staff report has been available in the Tigard Public Library for the last seven days. The Council's role in this hearing is to make a decision under existing laws. The Council cannot change the law for the application now under consideration. Any person may offer testimony. Please wait until you are asked to speak by the Mayor and try to limit your remarks to the application standards for the application. Members of the City Council will be asked whether they have any conflicts of interest. If a Council member has an actual conflict, the Council member will not participate. Council members must declare any contacts about this case with a member of the public. Council members must also declare if they have independent knowledge of relevant facts, such as from a visit to the site in question. A Council member who describes ex parte contacts or independent information may still participate in the decision. After the discussion of conflicts and ex parte contacts, any person may challenge the participation of a Council member or rebut any statements made. The Council member in question may respond to such a challenge. Tonight, City staff will summarize the written staff report. Then the parties requesting the application and those in favor of the proposal testify. Next witnesses who oppose the application or who have questions or concerns testify. If there is opposition or if there are questions, the proponents can respond to them. The Council members also may ask the staff and the witnesses questions throughout the hearing until the record closes. After all testimony is taken, including any rebuttal, the proponents can make a closing statement. After the record is closed,the City Council will deliberate about what to do with the application. During deliberations,the City Council may re-open the public portion of the hearing if necessary to receive additional evidence before making a decision. You must testify orally or in writing before the close of the public record to preserve your right to appeal the Council's decision. You should raise an issue clearly enough so that Council understands and can address the issue. Failure to do so precludes an appeal on that issue. Please do not repeat testimony offered by yourself or earlier witnesses. If you agree with the statement of an earlier witness,please just state that fact and add any additional points of your own. Please refrain from disruptive demonstrations. Comments from the audience will not be part of the record. The point is, come to the microphone to get your comments on the tape, otherwise, they won't be preserved for appeal. (Continued on reverse.) When you are called to testify,please come forward to the table. Please begin your testimony by giving your name, spelling your last name, and give your full mailing address including zip code. If you represent someone else,please say so. If you have any exhibits you want us to consider, such as a copy of your testimony,photographs,petitions, or other documents or physical evidence, at the close of your comments you must hand all new exhibits to the City Recorder who will mark these exhibits as part of the record. The City staff will keep exhibits until appeal opportunities expire, and then you can ask for their return. I:\adm\cathy\cca\quasi judicial rules of procedure\rules of procedure-annexation is quasi judicial but not land use-east bull mtn and locust street.doc AGENDA ITEM No. 5 Date:January 14, 2014 QUASI-JUDICIAL PUBLIC HEARING - PROPOSED EAST BULL MOUNTAIN CITY PROPERTY/WILMINGTON LANE ANNEXATION (ZCA2O13-00004), AND LOCUST STREET ANNEXATION (ZCA2O13-00006) ZONE CHANGE ANNEXATION (ZCA) 2013-00004 - EAST BULL MOUNTAIN — CITY PROPERTY/WILMINGTON & ZONE CHANGE ANNEXATION (ZCA) 2013-00006 - LOCUST STREET ANNEXATION REQUEST: A request to annex city owned properties and right-of-way into the City of Tigard. The areas to be annexed are known as sites A,B, and C. Site A is made up of two parcels totaling 8 acres. Site B is a portion of SW Wilmington Lane right-of-way (3,166 square feet). Site C is a city owned property on Locust Street (1,986 square feet) that will be dedicated as right-of-way. Washington County zoning of site C is TO: 18-24 (Transit Oriented Residential District, 18-24 units per acre). There is no equivalent zoning outlined in the Tigard Community Development Code;therefore the site will be zoned to match adjacent city zoning,R-4.5 (Low Density Residential). Zoning will not be relevant after the site is dedicated as city right-of-way. LOCATION: Site A: 13950 SW Alpine Crest Way;Washington County Tax Assessor's Map 2S104DC,Tax Lots 05800 and 05900. Site B: Wilmington Lane -no address or parcel number. Site C: No address;Washington County Tax Assessor's Map 1S135AA,Tax Lot 00701. COUNTY ZONES: R6: Residential, 5 units/acre minimum density, 6 units/acre maximum density and TO: 18-24 (Transit Oriented, 18-24 units per acre). CITY ZONES: R-7: Medium Density Residential District and R-4.5: Low Density Residential. APPLICABLE REVIEW CRITERIA: The approval standards for annexations are described in Community Development Code Chapters 18.320 and 18.390, Comprehensive Plan Goal 1, Goal 11, Goal 12, and Goal 14; ORS Chapter 222;Metro Code Chapter 3.09. Due to Time Constraints City Council May Impose A Time Limit on Testimony I/ADM/Cathy/CCSignup/QJ PH 140114 AGENDA ITEM No. 5 Date: January 14,2014 PLEASE PRINT Proponent—(Speaking In Favor) Opponent—(Speaking Against) Neutral Name,Address&Phone No. Name,Address&Phone No. Name,Address&Phone No. Name,Address&Phone No. Name,Address&Phone No. Name,Address&Phone No. Name,Address&Phone No. Name,Address&Phone No. Name,Address&Phone No. , Name,Address&Phone No. Name,Address&Phone No. Name,Address&Phone No. Name,Address&Phone No. Name,Address&Phone No. Name,Address&Phone No. Name,Address&Phone No. Name,Address&Phone No. Name,Address&Phone No. AIS-1512 6, Business Meeting Meeting Date: 01/14/2014 Length (in minutes): 25 Minutes Agenda Title: Comcast Cable Franchise Extension and Discussion Prepared For: Louis Sears, Financial and Information Services Submitted By: Louis Sears, Financial and Information Services Item Type: Resolution Meeting Type: Council Business Meeting- Main Public Hearing: No Publication Date: Information ISSUE Should City Council approve an extension of the existing Metro Area Communications Commission (MACC) franchise agreement with Comcast through December 31, 2014 to allow for the "formal" federal negotiation process between MACC and Comcast. STAFF RECOMMENDATION / ACTION REQUEST Adopt the resolution to extend the Comcast franchise agreement through December 31, 2014 to allow for the formal review process between MACC and Comcast KEY FACTS AND INFORMATION SUMMARY The City of Tigard is a member of the Metro Area Communications Commission (MACC) with other regional jurisdictions which includes Washington County, Banks, Beaverton, Cornelius, Durham, Forest Grove, Gaston, King City, Lake Oswego, North Plains, Rivergrove, Hillsboro, West Linn, and Tualatin. MACC administers the cable franchise agreements for Comcast and Frontier for the MACC member jurisdictions. The current MACC franchise agreement with Comcast signed in 1999, expires January 31, 2014. Comcast and MACC have been negotiating to renew the franchise for almost 3 years under the informal negotiation process. If MACC and Comcast cannot reach a renewal agreement, a formal process is used based on federal law. Since February 2013 MACC and Comcast have met over 30 times to work through the details of the renewal, but there are several areas where agreement has not been reached. On December 11 the MACC Commission voted on the recommendation from the MACC Executive Committee to invoke the formal negotiation process. Each MACC member jurisdiction will need to approve the extension of the existing Comcast franchise through the end of 2014 to allow time for the formal negotiation process. OTHER ALTERNATIVES N/.\ COUNCIL GOALS, POLICIES, APPROVED MASTER PLANS N/.\ DATES OF PREVIOUS COUNCIL CONSIDERATION City Council approved the current MACC franchise agreement with Comcast in 1999 and the franchise agreement expires on January 31, 2014. Fiscal Impact Fiscal Information: MACC began to set-aside a portion of the franchise fees allotted to its operations to pay for the costs of the community needs assessment, the actual renewal costs and, if needed, for the Formal Process. $125,000 in funds were budgeted in FY14 for Formal Process costs, and another$75,000 - $100,000 may be needed in FY15. MACC estimates that accepting the current Comcast proposal would cost member jurisdictions $6 million over the life of the franchise agreement and may impact jurisdictional control or the public right of way (PROW). Attachments Model Resolution MACC Report Q&A Comcast Extension Agreement MACC Resolution 13-08 • • CITY OF TIGARD,OREGON RESOLUTION NO. A RESOLUTION EXTENDING THE TERM OF THE CABLE TELEVISION SERVICES AGREEMENT WITH COMCAST OF OREGON II,INC.TO ENABLE THE METROPOLITAN AREA COMMUNICATIONS COMMISSION TO COMPLETE THE FORMAL RENEWAL PROCESS WHEREAS,the Metropolitan Area Communications Commission, hereinafter"MACC," is an intergovernmental cooperation commission formed by Intergovernmental Agreement("IGA") under ORS Chapter 190, with Washington County and the cities of Banks,Beaverton,Cornelius, Durham, Forest Grove, Gaston, Hillsboro, King City, Lake Oswego,North Plains, Rivergrove, Tigard, Tualatin and West Linn as members("Member Jurisdictions");and WHEREAS,the IGA contemplates that MACC and its Member Jurisdictions may grant one or more nonexclusive cable franchise agreements to construct, operate, and maintain a cable service system within the combined boundaries of the Member Jurisdictions; and WHEREAS,on February 1, 1999,MACC and its Member Jurisdictions at that time,granted nonexclusive cable franchise agreements("Comcast Franchises")which are now held by Comcast of Oregon II, Inc. ("Comcast"); and WHEREAS,the Comcast Franchises will expire on January 31,2014; and WHEREAS,on March 9, 2011, Comcast requested that the Comcast Franchises be renewed; and • WHEREAS,the IGA authorizes MACC to process Comcast's renewal request on behalf of the Member Jurisdictions, including informal negotiations as set forth in 47 U.S.C. 546(h)and the formal renewal process set forth in 47 U.S.C. 546(a)-(g); and WHEREAS, in its letter of April 5, 2011, MACC properly responded to Comcast's request for renewal of the Comcast Franchises and thereafter commenced the franchise renewal process set forth in federal law at 47 U.S.C. 546; and WHEREAS,on January 24, 2013,MACC directed staff to begin informal franchise renewal negotiations with Comcast, as set forth in 47 U.S.C. 546(h), which informal negotiations began in February 2013; and WHEREAS,on June 5,2013,the Commission authorized the MACC Executive Committee to invoke the formal renewal process set forth in 47 U.S.C. 546(a)-(g), if informal renewal negotiations were not successful; and WHEREAS,on November 22,2013,the Executive Committee found that further informal renewal negotiations have no reasonable prospect of success and adopted Resolution 2013-06 directing MACC staff to begin the formal renewal process set forth in 47 U.S.C. 546 (a)-(g); and WHEREAS,on December 11,2013,the MACC Commission adopted Resolution 2013-08, ratifying Resolution 2013-06 and recommending that Member Jurisdictions extend the Comcast Franchises to allow MACC to complete the formal renewal process; and WHEREAS,Comcast has agreed to execute extension agreements with each Member Jurisdiction; and WHEREAS,the City of Tigard finds that it is in the best interest of the City and its residents to process Comcast's request for renewal of the Comcast Franchise via the formal renewal process set forth in 47 U.S.C. 546 (a)-(g), and to extend the term of the Comcast Franchise to allow MACC to complete the formal renewal process. Now, therefore, BE IT RESOLVED BY THE CITY COUNCIL that: Section 1. Comcast's request for renewal of the Comcast Franchise will be processed through the formal renewal process set forth in 47 U.S.C. 546(a)-(g). Section 2. The Mayor is hereby authorized to execute the extension agreement with Comcast substantially in the form attached hereto as Exhibit A to allow MACC to complete the formal renewal process set forth in 47 U.S.C. 546 (a)-(g). Section 3. This resolution shall be effective from and after its adoption. Introduced and adopted this 14th day of January,2014. Mayor ATTEST: City Recorder MACC ME 1 Ropoll rAN AREA COMMUNICATIONS COMMISSION REPRESENTING BANES,BEAVERTON,CORNELIUS,DURHAM,FOREST GROVE,GASTON,HILLSBORO,KING CITY,LAKE OSWEGO,NORTH PLAINT,RIVERGROVE,TIGARD,TUALATIN,WEST LINN AND W'ASH.NGTON COUNTY CAbkE TV[RANCI-IISE RECtuIATIo• • TE(ECOMMUNICATIONS Advice ANd SuppoRT • Public COMMUNICATIONS NETWORK(PCN) • IUAIATIN VAIlEY COMMUNITY 1V REPORT TO MACC MEMBER JURISDICTIONS RECOMMENDATION COMCAST CABLE FRANCHISE TERM EXTENSION DECEMBER 2013 Your jurisdiction is a member of the Metropolitan Area Communications Commission (MACC), an intergovernmental agency which administers and regulates cable television franchises for fourteen cities and Washington County. MACC currently administers Comcast's cable television franchises (Comcast Franchise) on behalf of its members, as well as a Frontier Cable Franchise for eleven jurisdictions where they offer those services. MACC Recommendation —On December 11, 2013, the MACC Board of Commissioners (Commissioners) unanimously passed a resolution (copy attached as Exhibit A) recommending its fifteen member jurisdictions extend the current Comcast Franchise terms until December 31, 2014, in order to provide time to complete the ongoing process to renew the Comcast Franchise. According to the Intergovernmental Agreement (IGA) that created MACC, in order for this extension to be effective, all 15 of member jurisdiction's governing bodies (city councils and the County Commission) must approve this extension — if any member jurisdiction fails to pass the requested extension as recommended by MACC, that would "veto"the action of the other members. Background Comcast was granted a 15 year renewal of its cable television franchise in 1999 (then held by TCI Cable)—that Franchise expires on January 31, 2014. On March 9, 2011 Comcast requested MACC and its member jurisdictions renew that Franchise. That request for renewal from Comcast triggered a 3-year renewal process governed by Federal Law (47 U.S.C. 546). That Law sets forth a prescribed Formal Renewal process which requires the completion of an extensive community needs assessment by the Franchising Authority (MACC) and from that assessment the development of a Request for Renewal Proposal (RFRP) which contains a proposed new cable franchise agreement based on those community needs. After development of the RFRP by MACC, it is provided to Comcast which then has a set period of time in which to respond. After receiving and evaluating that response, MACC would hold hearings to determine whether Comcast's response "adequately fulfills the needs of the MACC communities taking into consideration the costs thereof." The Formal Process does not preclude additional company/MACC discussions, but it does place the process in a time-limited structure. After Comcast's response, MACC would make a recommendation to its member jurisdictions to either grant Comcast a renewal based on its response, or deny a renewal due to Comcast's failure to meet the established needs. Either recommendation by the Commission would go back to the 15201 NW Greenbrier Parkway,Ste.C-1 • Beaverton,Oregon 97006 • Phone(503)645-7365 • FAX(503)645-0999 • Web Site www.inaccor.urg SERVING OUR COMMUNITIES SINCE 1980 jurisdictions (no different than this request to extend the franchise term)where each member would vote to accept or reject the Commission's recommendation. The Federal Law also provides for informal negotiations that typically are used to reach agreement on a new franchise. Informal negotiations follow many of the Formal Process steps (i.e., development of a needs assessment), but are conducted in the manner like most negotiations, and with considerable more flexibility than the more structured Formal Process. MACC/Comcast Informal Renewal Process—After completing its needs assessment and presenting it to the MACC Board of Commissioners in January 2013, the MACC staff was directed to begin negotiations with Comcast under the Informal Process. Actual negotiations between MACC staff and Comcast local government affairs staff members began in February 2013. At that time the parties agreed to a series of negotiation sessions (one about every two weeks) through July/August with the plan for the final proposed franchise agreement to be brought back to the Commission in September. This mutually- agreed upon plan expected a Commission recommendation to the jurisdictions that would be presented to each jurisdictional governing body between November and early January. This timeline would allow the new franchise to be in place by the expiration of the current agreement. MACC and Comcast also agreed to tackle the more difficult franchise issues up front, leaving the other sections of the franchise for the later part of the proposed negotiations time line. At the Commission's June 5th meeting, staff reported delays it was experiencing in getting Comcast to provide timely"red-line" sections in advance of scheduled sessions and that more negotiation sessions had been added to handle these delays. The Commission decided to vest its Executive Committee (the Commission's 3 officers) to act on its behalf to monitor the progress of negotiations and to invoke the Formal Renewal Process if problems continued during Informal Negotiations. Inspite of the additional negotiation sessions, by the end of August many issues remained unresolved. This was reported to the MACC Executive Committee in early September and again on October 10th, where the Executive Committee unanimously directed staff to either: 1) complete informal negotiations with Comcast by the end of October, or 2) bring legislation to an Executive Committee meeting in November to move negotiations from the Informal to the Formal Process. By October 25th, after over 30 meetings on the renewal (seven in October), it was clear to MACC staff that the negotiations would not be completed by the end of the month or in time for the jurisdictions to act before the current franchise expired at the end of January 2014. As a result, the MACC Executive Committee on November 22nd adopted a MACC Resolution which moved negotiations to the Formal Process and recommended that the full Commission request that the member jurisdictions extend the current franchise agreements to the end of 2014 to accommodate the Formal Renewal steps. Action Requested Today, MACC asks you to extend the term of the Comcast Cable Franchise Agreement until the end of December, 2014 in order to accommodate the time needed to complete the Formal Renewal Process (Comcast Legal has agreed with the terms of this extension). We have worked with your staff and legal counsel to prepare a resolution or ordinance to effect this change in your jurisdiction. All 15 MACC member jurisdictions must pass similar legislation in order for this change to be effective. Extensions may be granted after the January termination date without any adverse effects. In addition to this report and a copy of MACC's recommending resolution, we have also enclosed a "Question & Answer" memorandum that addresses expected questions about this action. MACC staff would be happy to answer any questions you have about this recommended action. Enclosures: - MACC Resolution 2013-08 - MACC "Questions &Answers" QUESTIONS & ANSWERS ABOUT THE PROPOSED EXTENSION OF COMCAST'S FRANCHISE TERM The following Questions & Answers were prepared by MACC Staff to attempt to provide you answers to expected questions regarding the proposed action: Qi: How long a term was proposed for the new franchise? A: We agreed with Comcast on 10 years which is typical in today's market—the current franchise was granted in 1999. Q2: What major issues in the negotiations were unresolved by the end of October? A: As of October 31St, the following major issues remained unresolved (a number of lesser issues also remained open): - Franchise Fee Revenue—The definition of"Gross Revenues" describes in detail the sources of cable service revenue used to compute the 5%franchise fee Comcast owes member jurisdictions for the use of their Right of Way (ROW). (MACC estimates a loss of$2 million in revenues over 10 years if Comcast's changes are accepted). - Police Powers— For more than thirty years MACC area cable operators have agreed that each jurisdiction could change their police powers ordinances for management of its ROW as needed —Comcast now insists that they should only be subject to ordinances in place at time of the grant of their new franchise agreement—future jurisdictional ordinances would not apply to them. - Customer Service —Comcast wants to eliminate business subscribers from the protections of the franchise and reduce other customer service provisions. MACC had already agreed to a reduced fine schedule. - The Public Communications Network (PCN) — For more than thirty years MACC area cable operators have provided, at cost, network services to over 240 local government, school and library sites. Comcast wants to turn the operations of the PCN over to an affiliate company—many issues remain to be resolved with this proposed transition— PCN Users are not happy with this management change which would remove some network management and responsibility out of Oregon. - Public, Education and Government TV Channels (PEG) — MACC asked for one additional channel for local government programming and to begin upgrading channels to HDTV. Submitted for informal renewal negotiations only (47 U.S.C. 546 (h)) - pursuant to Federal Rules of Evidence 408 or its state, local or city equivalent. Comcast first agreed but recently suggested MACC trade that channel for other franchise concessions. - Competitive Equity—Comcast wants to rewrite the terms that dictate how MACC and the jurisdictions will treat competitors who enter the local market. MACC prefers to use the rules set-forth by the FCC and to not reduce our rights below those standards. - PEG/PCN Grant Fund. In the current franchise, Comcast agreed to fund the Grant Fund (which supports PEG and PCN users) in an amount equaling $1/month/subscriber. Comcast passes that cost on to its customers, but it is their responsibility. MACC is seeking to maintain the status quo for Grant funding by using the inflation-adjusted equivalent for the next 10 years (about $1.35), which would still not meet all the demands on that Fund. Comcast has offered 50c and has proposed eliminating Grant funding for PCN equipment (which would result in about$550,000/year in costs to be shifted to the member jurisdictions) Comcast has proposed eliminating operational Grant support to a number of small PCN Users and agencies (including the Virginia Garcia Medical Clinics, Banks/Gaston Schools, the cities of North Plains, Cornelius, Banks, and King City)—this would either force these small Users to either pay this cost (about $150,000/year) from their general funds or drop their PCN services entirely. Q3: Why not just continue informal negotiations and extend the franchise term to accommodate those discussions? A: MACC and Comcast have had 33 meetings, seven of those in October. Without the timeline structure of the Formal Process, negotiations could drag on even longer. While MACC sees the Formal Process as necessary to ensure a timely renewal, concurrent informal discussions with Comcast can continue. This is not unusual during the Formal process. Q4: Won't the Formal Process be costly to the MACC member jurisdictions? A: No, not at all. Long before the renewal discussions began this year, MACC began to set- aside a portion of the franchise fees allotted to its operations to pay for the costs of the community needs assessment, the actual renewal costs and, if needed, for the Formal Process. Funds were budgeted in this year's MACC budget just for Formal Process costs. However, if MACC accepts Comcast's current positions, the resulting franchise will be very costly to the jurisdictions in lost franchise fee revenues and reduced public benefits including $6 million in Grant Funding and jurisdictional control over the PROW. Submitted for informal renewal negotiations only (47 U.S.C. 546 (h)) - pursuant to Federal Rules of Evidence 408 or its state, local or city equivalent. Q5: Is use of the Formal Process common and are other jurisdictions moving to this process in their negotiations with Comcast? Although it has been uncommon in the past, recently it has been used more frequently in Comcast systems. Besides MACC (and one other jurisdiction in the Oregon market that may move to Formal), at least three jurisdictions in the West Comcast region have moved to the Formal Process. We hear others are considering it. Q6: Aren't there significant legal risks in entering the Formal process? A: There are legal risks to cable franchising in general. However, even when a jurisdiction is in the Informal Process they operate under many of the same rules as when under the Formal Process. Q7: What happens if Comcast is denied a renewal of its franchise agreement? A: In the unlikely event the MACC jurisdictions under the Formal Process eventually decide to deny Comcast a cable franchise renewal, Comcast would lose its right to use the ROW and may need to respond to a new MACC RFP in competition with other providers. Q8: Are there other competitors to Comcast who would offer to provide services to MACC members if Comcast lost its franchise to serve this area? A: Most definitely. Although this process is unlikely to result in a new provider, the MACC service area is very attractive to competitors as a place to offer high-end communications systems like cable and high-speed Internet services. In the unlikely possibility that Comcast would no longer have a franchise, we would expect many competitors to appear. Q9: Are the subscriber rates for cable services negotiated during a renewal? No, for all intents and purposes, most subscriber rate regulation at the local level ended in 1998. We cannot regulate cable rates or dictate the actual programming offered by a cable operator in a cable franchise. Q10: Why can't MACC just force Comcast to accept the terms of a new cable franchise? A: Federal Law dictates the process used for renewing a franchise based on a community's needs. MACC has to follow Federal Law and really does not have the ability to force a franchise on a provider. Submitted for informal renewal negotiations only (47 U.S.C. 546 (h)) - pursuant to Federal Rules of Evidence 408 or its state, local or city equivalent. FRANCHISE EXTENSION AGREEMENT WHEREAS, Comcast of Oregon II, Inc. ("Comcast"), formerly TCI of the Tualatin Valley, Inc., currently holds a cable franchise with Tigard, Oregon ("City"), with an effective date of February 1, 1999, which will expire on January 31, 2014 ("Franchise");and WHEREAS, the City entered into an Intergovernmental Agreement, in accordance with ORS Chapter 190, with the Metropolitan Area Communications Commission ("MACC") for transfer of administration responsibilities associated with the Franchise, including renewal negotiations; and WHEREAS, MACC, on behalf of the City, has been working to process Comcast's request for renewal of the Franchise in accordance with 47 U.S.C. 546; and WHEREAS, the parties have agreed to extend the term of the Franchise to allow additional time for the renewal process to conclude. NOW,THEREFORE,the City and Comcast agree as follows: 1. The Franchise shall be extended to expire on December 31, 2014, unless a renewed franchise agreement takes effect prior to that date, in which case the Franchise shall expire on the effective date of the renewed franchise. 2. All provisions of the Franchise, other than the duration of the Franchise as set forth in Section 2.3, shall remain in full force and effect through the expiration date set forth herein. 3. Neither party waives any right which it enjoys under law as a result of agreeing to this Franchise extension. ACCEPTED this 14th day of January, 2014. Tigard,Oregon By: Print Name: Title: ACCEPTED this day of January, 2014. Comcast of Oregon H, Inc. By: Print Name: Title: 00344902;2) 2418135v1 METROPOLITAN AREA COMMUNICATIONS COMMISSION RESOLUTION 2013-08 A RESOLUTION RATIFYING THE EXECUTIVE COMMITTEE'S DIRECTION TO BEGIN THE FORMAL RENEWAL PROCESS TO RENEW COMCAST'S FRANCHISE AND RECOMMENDING THAT THE MACC MEMBER JURISDICTIONS EXTEND THE COMCAST FRANCHISE TO ENABLE THE COMMISSION TO COMPLETE THE FORMAL RENEWAL PROCESS WHEREAS,in 1980 the Metropolitan Area Communications Commission("MACC")was formed by Intergovernmental Agreement("IGA")to work cooperatively and jointly on communications issues,in particular the joint franchising of cable services and the common administration and regulation of such franchise agreements; and WHEREAS,today the member jurisdictions of MACC consist of Washington County and the cities of Banks,Beaverton,Cornelius,Durham,Forest Grove,Gaston,Hillsboro,King City, Lake Oswego,North Plains,Rivergrove,Tigard,Tualatin, and West Linn("Member Jurisdictions");and WHEREAS,the IGA contemplates that MACC and its Member Jurisdictions may grant one or more nonexclusive cable franchise agreements to construct,operate, and maintain a cable service system within the combined boundaries of the Member Jurisdictions;and WHEREAS,on February 1, 1999,MACC and its Member Jurisdictions at that time,granted nonexclusive cable franchise agreements("Comcast Franchises")which are now held by Comcast of Oregon II,Inc.("Comcast");and WHEREAS,the Comcast Franchises will expire on January 31,2014;and WHEREAS,on March 9,2011, Comcast requested that the Comcast Franchises be renewed; and WHEREAS,the IGA authorizes MACC to process Comcast's renewal request on behalf of the Member Jurisdictions,including informal negotiations as set forth in 47 U.S.C.546(h)and the • formal renewal process set forth in 47 U.S.C. 546(a-g);and WHEREAS,in its letter of April 5,2011,MACC,on behalf of its Member Jurisdictions, properly responded to Comcast's request for renewal of the Comcast Franchises and thereafter properly commenced the franchise renewal process set forth in federal law at 47 U.S.C. 546 by budgeting funds to support renewal efforts,discussing the renewal process at MACC meetings, and by developing/issuing a formal Request for Proposals("RFP")for professional assistance to conduct a Technical Review of Comcast's operations and a( ominunity Needs Assessment ("Needs Assessment")as provided under 47 U.S.C. 546; and WHEREAS,on January 24,2013 CBG Communications,Inc.("CBG"),MACC's consultant, presented CBG's informal Technical and Needs Assessment findings,to-date,to MACC; and WHEREAS,on January 24,2013,the Commission directed staff to begin informal franchise renewal negotiations with Comcast,as set forth in 47 U.S.C. 546 (h); and WHEREAS,staff began holding informal negotiations sessions with Comcast in February 2013; and WHEREAS,on June 5,2013,the Commission authorized the MACC Executive Committee to invoke the formal renewal process set forth in 47 U.S.C. 546(a-g),if informal renewal negotiations were not successful; and WHEREAS,on November 22,2013,the Executive Committee found that further informal renewal negotiations have no reasonable prospect of success and directed MACC staff to begin the formal renewal process set forth in 47 U.S.C. 546(a-g); and WHEREAS,the formal renewal process cannot be completed prior to the expiration of the Comcast Franchises;and WHEREAS,MACC finds that extending the term of the Comcast Franchises is in the best interest of the Member Jurisdictions and the residents of the Member Jurisdictions;and WHEREAS,Comcast has agreed to execute extension agreements with each Member Jurisdiction. NOW,THEREFORE BE IT RESOLVED BY THE BOARD OF COMMISSIONERS OF THE METROPOLITAN AREA COMMUNICATIONS COMMISSION THAT: 1. Resolution 2013-06,adopted by the Executive Committee on November 22,2013, directing MACC staff to begin the formal renewal process set forth in 47 U.S.C. 546(a- g)is hereby ratified. 2. MACC recommends that the Member Jurisdictions extend the Comcast Franchises to the earlier of December 31,2014,or the effective date of a renewed franchise. 3, This Resolution shall be effective from and after its adoption. ADOPTED BY N'r MLVHSSIONERS OF THE METROPOLITAN AREA C I ' [ ►` " i i I S . P THIS 11th DAY 01?DECEMBER 2013. ar •- Nyberg, •APP. oknyity\ rd.)a,C., l� L AGENDA ITEM No\S CODA-CA-0+ Date: January 14, 2014 PLEASE PRINT Proponent—(Speaking In Favor) Opponent—(Speaking Against) Neutral Name,Address&Phone No. Name,Address&Phone No. Name,Address&Phone No. C1941c9sT- 9M0_s- c cry'wmil - b 1 - x35'7 Name,Address&Phone No. Name,Address&Phone No. Name,Address&Phone No. Name,Address&Phone No. Name,Address&Phone No. Name,Address&Phone No. 4 Name,Address&Phone No. Name,Address&Phone No. Name,Address&Phone No. Name,Address&Phone No. Name,Address&Phone No. Name,Address&Phone No. Name,Address&Phone No. Name,Address&Phone No. I Name,Address&Phone No. AIS-1568 7, Business Meeting Meeting Date: 01/14/2014 Length (in minutes): 10 Minutes Agenda Title: Adopt 2014 City Council Goals Prepared For: Marty Wine, City Management Submitted By: Cathy Wheatley,Administrative Services Item Type: Motion Requested Meeting Type: Council Business Meeting- Main Public Hearing: No Publication Date: Information ISSUE Formally adopt near-term goals/milestones (through December 2014) established by the council at its September 12, 2013 special meeting. STAFF RECOMMENDATION / ACTION REQUEST Review and formally adopt the attached proposed goals and milestones. This draft was prepared based on input received from individual council members followed by a review and discussion held during the September 12, 2013, council goal-setting meeting. KEY FACTS AND INFORMATION SUMMARY Council met in a goal-setting meeting on September 12,2013. Prior to the meeting Joe Hertzberg of Solid Ground Consulting met with council members individually to discuss short- and long-term goals for Tigard. From these meetings he prepared a list of major headings for which there was a lot of agreement among the council members. These major headings are: Water I River Terrace Tigard Triangle Southwest Corridor Recreation Economic Development Community Engagement Downtown Annexation Finance During the goal setting meeting, the council further defined steps to measure progress for each of the above major headings. Attached is a draft summary of the goals/milestones and the estimated timeline for identified steps. This draft summary was distributed and utilized in the strategic planning process discussion conducted at the September 17, 2013, council workshop meeting. OTHER ALTERNATIVES Identify any revisions council members agree are needed to the proposed goals and milestones. COUNCIL GOALS, POLICIES, APPROVED MASTER PLANS DATES OF PREVIOUS COUNCIL CONSIDERATION September 12, 2013 September 17, 2013 Attachments Council Goals and Milestones Through December 2014 Tigard City Council - Proposed Goals and Milestones September 2013 -December 2014 Goal/Milestone Estimated Timeline Water Lake Oswego-Tigard Water Partnership • Negotiate/proceed with water purchase from Lake Oswego Winter 2013 • Renegotiate LOTWP Intergovernmental Agreement (IGA) to Early 2014 reflect structure and management post-construction (evaluate future of partnership roles) • LOTWP bond sale (#2) Spring 2014 • Monitor progress of construction a ;,;i.•. d t•LO ects Through mid 2015 P t� ge , ' ►> > operational Develop Willamette River Water Sources" • Rewrite WRWC member contract • Continue to consider other sources: She !:;'o.� ?'„:?' P (studies) >' Mid-2014 • Develop"roadmap" for Tigard's future wa`` :''cisions through 2026 Intergovernmental Water Board • Work plan for,and next governance agreements wit'''<`';:;,.rd End of 2014• Water D;:::.1, Durham,King Cit\ (expires 2017,2-yr '4tice) Communicat <: ` . residents about rate impacts/outreach 2015 and beyond regarding pot ''3ft •'S ti•f River Terrace 'µ'v Park land acquisitio "> : ;<:<; ..nding,land dedication) Mid-2014 Cann ete,Community ;; zo dopted master plans June 2014 Building permits issued;d=`` >:;;•ime :• ns June 2014 Service delivery planning For 2014-15 budget Tigard Triangle Complete Triangle S •c Plan Fall 2014 Adopt zoning, street ansci standards December 2014 Begin implementing_plan;strategies December 2014 _ Southwest Corridor Determine modes and alignment for study in federal EIS process Fall 2013 Determine regional route segments July 2014 Participate in federal EIS process (regional partner, financial) Mid-2014 Recreation (Evaluate options and resources to create a pilot recreation program) Complete demand analysis for recreation opportunities Spring 2014 Compare recreation inventory with demand analysis to identify Spring 2014 needs/gaps Council decision on city role(direct delivery provider, In time for 2014-15 contract/partnerships with others, funding source) budget Page 1 Goal/Milestone Estimated Timeline Implement a new recreation effort based on role Fall 2014 Economic Development Develop and adopt strategic priorities,resources, design program End of 2013 Data collection and understanding the economic base Underway 2014 Community Engagement Redesign community survey effort to include regular two-way December 2013 communication efforts (based on Fall,2013 survey results Continue 3-4 quarterly open forums to engage residents `? . borhood During 2014 groups Community education efforts;develop fiscal repo ::'> e Ribbon Ongoing in 2014 Task Force recommendation) , Develop Tigard's community identity Ongoing in 2014 Downtown Urban renewal ballot measure:Tigard vo > , .rify authority/project " November 2013 Strategy for redevelopment of city-owned p `.! December 2013 Resolve composition of CCDA (pros and cons:,', 11.:ia< : AC,Ec Dev Diccember 2013 Commission to make it a de ment agency) ' '`. v.* Main St./Green St. Construe January 2014 Continue Downtown Plaza Site acquisition and design i... Spring 2014 (contingent on site acquisition) Continue Tigard St. Trail negotiation,design and dcvelopmen``D Through June 2014 Finalize downtown redevelopment opportunities (if issues can be June 2014 addressed) Advance option >;,;.. rail crossing"trade" far Ash Avenue at-grade Through 2014 crossing Explore Pacific High • .>' >k:.;;; ewal District options Late 2014 Growth/Annexation >€<., Successfully complete River`>' ;.ace CO''. unity Plan See above Reconsider and agree to annexa' ‘ policy: reauthorize financial February 2014 incentives as needed;consider isla'`?: and remainder of Bull Mountain; incentives for volunt. k.:annexation;timeline for Washington County Develop planning and dine together with Washington County for Before June 2014 future annexations (B a ountain Metz: -r Update annexation fiscal analysis (from 2004) Begin mid-2014 Consider annexation of urban reserves for employment land Late 2014 _ Finance Represent Tigard at the regional, state and federal level to advocate for 1'and 2nd Q 2014 tax reform and other funding opportunities Review city facilities strategy and develop options for repair and Mid-2014 replacement("good,better,best") Seek voter-approved measure for major investment(capital,parks,etc.) Prepare for 2015 Page 2 AI S-1545 8. Business Meeting Meeting Date: 01/14/2014 Length (in minutes): 20 Minutes Agenda Title: Adopt the City's 2014 State and Federal Legislative Agenda Prepared For: Liz Newton, City Management Submitted By: Carol Krager, City Management Item Type: Motion Requested Meeting Type: Council Business Meeting- Main Public Hearing: No Publication Date: Information ISSUE Shall the City Council adopt the 2014 State and Federal Legislative Agendas? STAFF RECOMMENDATION / ACTION REQUEST Adopt the attached 2014 Federal Legislative agenda and the Legislative agenda for the 2014 Oregon Legislative session. KEY FACTS AND INFORMATION SUMMARY On December 10, 2013 the city council discussed possible policy issues to include in the city's legislative agenda for the 2014 Oregon Legislative session. Topics presented from the League of Oregon Cities' list of policy issues included: Local Improvement Districts 9-1-1 Tax on Prepaid Wireless Water Supply Development Fund Appropriations Labor and Supervisor Management Franchise Fees Referral regarding the legalization of marijuana Ongoing focuses from the city's 2013 Legislative agenda included: Economic development/jobs Transportation Financial stability Growth and development The uncertainty around the Vertical Housing Program is another important issue raised by staff that warrants attention in the legislature. Staff has been working with the city's federal lobbyist to develop the 2014 Federal Legislative agenda. A draft is attached. A partial list of grant priorites include: Downtown Brownfield Assessment Fields Economic Development Site Hall Blvd. - Burnham Street to Durham Road Farm to School Program Police Interoperable Communications Once council adopts the State and Federal Legislative Agendas the documents will be finalized for distribution to state and federal representatives,Washington County and neighboring cities. OTHER ALTERNATIVES Revise either the State or Federal Legislative Agendas COUNCIL GOALS, POLICIES, APPROVED MASTER PLANS N/A DATES OF PREVIOUS COUNCIL CONSIDERATION 12/10/2013 Attachments December 10,2013 Council Packet Items Draft 2014 Federal Agenda AIS-1528 14 Business Meeting Meeting Date: 12/10/2013 Length (in minutes): 20 Minutes Agenda Title: Discuss Legislative Agenda for 2014 Legislative Session Prepared For: Liz Newton, City Management Submitted By: Liz Newton, City Management Item Type: Update, Discussion, Direct Staff Meeting Type: Council Business Meeting - Main Public Hearing: No Publication Date: Information ISSUE Develop the city's legislative agenda for the 2014 Oregon Legislative Session. STAFF RECOMMENDATION / ACTION REQUEST Discuss the city's legislative priorities for the upcoming session and direct staff to prepare a legislative agenda for consideration and adoption on January 14, 2014. KEY FACTS AND INFORMATION SUMMARY The Oregon State Legislature is scheduled to convene on February 4, 2014 for a short session. This is an appropriate time for council to adopt a legislative agenda to communcate the city's legislative priorities. Staff recommends council consider the following for inclusion in the 2014 Legislative Agenda. From the League of Oregon Cities list of policy issues: Referral regarding the legalization of marijuana Local Improvement Districts 9-1-1 Tax on Prepaid Wireless Water Supply Development Fund Appropriations Labor and Supervisor Management Franchise Fees A summary of these policy issues is attached as Exhibit "A". The scope of legislation considered in the upcoming session will likely be very limited. However there may be one or two ongoing issues of interest the council would like to include in the city's legislative agenda. The city's 2013 Legislative Agenda focused on economic development/jobs, transportation, financial stability and growth and development. A copy of the 2013 legislative agenda is attached for reference. Another issue raised by staff relates to uncertainty around the Vertical Housing Program. The Vertical Housing Program encourages mixed-use commercial / residential developments in areas designated by communities through a partial property tax exemption. The exemption varies in accordance with the number of residential floors on a project with a maximum property tax exemption of 80 percent over 10 years. An additional property tax exemption on the land may be given if some or all of the residential housing is for low-income persons (80 percent of area median income or below). A number of cities, including Beaverton and Hillsboro, are using vertical housing to encourage mixed-use development. This is a potential tool for Tigard to use in partnership with housing developers; however, uncertainty exists as to whether the program will be extended beyond its 2016 sunset. In an effort to coordinate with our regional partners, staff will obtain legislative agendas form Washington County and the cities of Beaverton, Hillsboro, Sherwood and Tualatin and provide them to council as they are available. OTHER ALTERNATIVES N/A COUNCIL GOALS, POLICIES,APPROVED MASTER PLANS N/A DATES OF PREVIOUS COUNCIL CONSIDERATION N/A Attachments League of Oregon Cities Policy Issues of Interest 2013 Legislative Agenda EXHIBIT A 2014 League of Oregon Cities' policy issues of interest: Referral regarding the legalization of marijuana Should the legislature decide to take up the issue of referring to voters a measure legalizing the recreational use of marijuana,the League would like to be involved in those discussions, particularly as they relate to:the governing agency responsible for oversight; public safety; local licensing, siting and zoning authority; production limits and taxation and revenue distribution. Local Improvement Districts Cities rely on local improvement districts to complete important upgrades to infrastructure that benefits a local area within the city's boundaries. The League is concerned that legislation will be brought that will limit the ability of cities to use this financing mechanism that insures that the beneficiaries of specific improvements bear the cost of those improvements and instead lead to the general taxpayer funding these projects from the limited general funds cities currently have available. 9-1-1 Tax on Prepaid Wireless While the legislature extended the sunset date for the 9-1-1 tax on telecommunication services,the prepaid cell phone market remains outside this important revenue source. With prepaid phones becoming an increasing portion of the industry and such phones being used to access the emergency service system, we believe that the work of finalizing the collection mechanism for such a fee must be finished in the 2014 session and the prepaid cell phone users will thereby pay their fair share for this vital service. Water Supply Development Fund Appropriations The League requests a budget note to the budget reconciliation bill, or other appropriate legislation, clarifying the appropriation of lottery bonds from the Water Supply Development Fund. This fund was established in 2013 legislation, which included authorization for two specific projects—the state$1.5 million match for a water reallocation project in the Willamette Basin and a$750,000 fund for a comprehensive basin study for the Deschutes Basin. In 2013,$10 million was appropriated to the development fund and the two projects now need a budget note to finalize the funding outside the loan and grant process as laid out in the authorizing bill. Labor and Supervisor Management The League would once again oppose changes to Oregon's collective bargaining law that would place supervisory employees into collective bargaining units and require mid-term bargaining to be subjected to binding arbitration. Similarly,the League would urge caution in regards to changing Oregon's public contracting code in a short session. Public contracting is an area fraught with complications that require robust deliberations not offered in the time available. Franchise Fees While the League worked on legislation in the 2013 session to address the differences in franchise fees charged to different types of telecommunication companies. While we appreciate the need for equity, the League is concerned about proposed legislation that would alter the statutory basis for franchise fees. We oppose any preemption on local authority related to franchise fees and other right-of-way management policies. We prefer that the discussions started in 2013 continue through a work group and present a solution for possible consideration in the 2015 session. r. i :+ :> � I 2013 Legislative g ninils I I.I TIm(1_ (1f'P_p011 "She flies with her own wings." Development/Jobs Jessie Quinn Thornton,1854 Economic Development/Jobs • Jobs/Economic Development Initiative Endorse the League of Oregon Cities (LOC)Jobs/Economic Development Initiative to support three policy options in the Oregon Business Development Department's budget: ❑ The Brownfields Redevelopment Fund for gap funding to clean up industrial sites. Sen. Ginny Burdick ❑ Patient Capital for Industrial Lands Pilot Program for funding to SENATE DISTRICT 18 cities to install infrastructure and conduct feasibility studies 900 Court St.NE,5.213 needed for sites to be "shovel read Salem,OR 97301 y." sen.ginnyburdick @state.or.us ❑ The Employment Site Re-Use/Redevelopment Pilot Program to assist communities with funding incentives to reuse/redevelop existing industrial lands. • Downtown Brownfield Development In addition to supporting the LOC's Jobs/Economic Development Initiative, pursue available federal funding to clean brownfield sites. Rep.Margaret Doherty HOUSE DISTRICT 35 900 Court St.NE,H-282 Transportation Salem,OR 97301 rep.margaretdoherty @state.or.us • Defeat legislation that would extend or make permanent the moratorium on raising existing or levying new local gas taxes and/ or any legislation that proposes to restrict or pre-empt cities' ability to charge any transportation-related fee or tax. Tigard City Council In 2009, legislation was adopted that prohibited local governments Mayor John Cook from enacting or amending charter provisions, ordinances or Council President Marland Henderson Councilor Gretchen Buehner resolutions related to the collection of local motor vehicle taxes Councilor Marc Woodard until Jan. 2, 2014. The legislation did not apply to Tigard because Councilor Jason Snider our local motor vehicle tax was in place. Oppose any legislation 13125 SW Hall Blvd.,Tigard,OR 97223 that pre-empts the city's ability to charge any transportation- councilmail@tigard-or.gov related fee or tax. • Seek additional funding,efficiencies and program support for multimodal transportation and rail projects. Pursue state and federal grants and other funding sources, and $11 regional, state and federal support for multimodal transportation investments including high-capacity transit (HCT) and the Columbia TIGARD River Crossing project. • Tigard Street Trail City of Tigard Work with ODOT Rail and Portland &Western Railroad to secure the mmtigard or.gov property rights for the former rail bed land paralleling Tigard Street. Pursue regional, state and federal funds for construction of a trail. 2013 Legislative Agenda I ligard,Oregon Page 2 Financial Stability • Local Control Amendment This constitutional amendment would allow local voters to consider a local option levy outside of compression and extend the duration from 5-10 years. (HJR 26 in the 2011 legislative session.) • Maintain and strengthen the state's commitment to the State Shared Revenue funding formula. Prevent erosion of the formula for distribution of state liquor, cigarette and gas tax revenue to cities.At a minimum retain the current distribution formula. • Address tax equity issues in the context of state telecommunications laws including removing existing pre-emptions that have led to declining revenues. The predominant system of franchising telecommunications providers has not kept pace with technology. In particular,the shift from land line telephones to wireless technologies has resulted in an erosion of telecommunications revenues in Tigard and throughout Oregon cities. Over the last three years,Tigard has seen a 45 percent decrease in telecommunications franchise revenues. • Allow local governments a more flexible use of transient lodging tax to meet the increased demands placed on both essential services and infrastructure created by tourism activities. Current law prohibits cities from imposing new local transient lodging taxes. Cities' share of state transient lodging taxes may fund city or county services without restriction. Retain the current distribution formula of state transient tax dollars and fund city services without restriction. • 9-1-1 Tax Renewal Renew the 9-1-1 emergency tax beyond its expiration in 2014 and extend the tax to prepaid cell phones and VoIP services.As these services become a higher share of the market, the tax revenues to 9-1-1 centers is declining which shifts the financial burden for operating 9-1-1 centers to cities even though the demand for service increases. It is estimated that extension of the 9-1-1 tax would generate$700,000 for WCCA to pay for increased service demand. Growth and Development • Support an urban growth boundary agenda that would provide for a more efficient urban growth management system. Support a requirement that concept and community planning for urban growth boundary expansion areas is conducted by the jurisdiction that will ultimately govern the area, and that those final plans be adopted and annexation occur prior to development. CITY OF TIGARD 1111 . q TIGARD 2014 FEDERAL LEGISLATIVE AGENDA - DRAFT GRANT PRIORITIES Downtown Tigard Brownfield Assessment Tigard is seeking funds to support site investigations and community planning for productive reuse of sites in the downtown, as well as any priority sites in Tigard's industrial and employment areas. For several years, the City of Tigard and community members have envisioned a more vibrant and prosperous downtown and have developed detailed improvement plans. Progress has been made on implementing these plans with several projects completed, or about to commence. A major challenge to redevelopment, however, has been the need to assess some downtown properties for potential environmental issues. Approximately sixty properties in this area have been identified as contaminated, or potentially contaminated, from previous uses; these are known as potential brownfield properties. Tigard supports the cleanup and revitalization of these properties, and plans to provide incentives to property owners to address brownfield challenges. Request Amount: $400,000 Tigard/Metzger Farm to School Program The city is working with the Tigard Tualatin School District and the Oregon Human Development Corporation YouthSource on securing funding for enhanced farm to school operations at Metzger Elementary. Metzger Elementary serves the highest Spanish speaking student body in Tigard and highest percentage of students receiving free and reduced price meals in the district. The Partnership will produce nutritious,local organic greens for low income populations by growing them year-round in a greenhouse at Metzger Elementary School. Request Amount: $100,000 Fields Economic Development Site The Fields property,located in Tigard's industrial corridor,includes four contiguous tax lots encompassing just over 42 acres of vacant land. The largest two lots are zoned Industrial Park. The property is bounded on the south by an active rail line and rail car switching yard. On the southwest side of the property runs a privately owned rail. The Fields has a combination of development challenges including lack of infrastructure, slope, and a variety of permitted land uses. However, the size of the parcels combined and the site's location with close proximity to I-205 and Hwy 217 are assets that make this property marketable. The site is complex and requires a complex solution in order to arrive at a mix of activities that respond to near and long-term market demand as well as the needs of this community. The City of Tigard is working with private sector partners to refine development scenarios, explore infrastructure financing and encourage development that supports employment. We are currently investigating US Department of Commerce Economic Development Administration Program funding as a relevant tool. Promote the Farmers Market in Downtown Tigard The Tigard Farmers Market is focused on bringing farmers,community and non-profits together in a way that benefits all. The market is seeking additional resources to promote a new location in downtown Tigard to expand producer-to-consumer opportunities in a larger space. Funds are needed for signage including permanent way-finding signs and a kick-off event to promote the new expanded market to the community. Request Amount: $100,000 Hall Boulevard- Burnham Street to Durham Road This project will replace, add turn lanes at key intersection, illuminate, add transit stop amenities and fill in the sidewalk gap along Hall Boulevard from Downtown Tigard to Durham Road. Request Amount: $7,100,000 Highway 217 Interchange with 72nd Avenue Evaluate and develop a conceptual design to address the transportation issues in the area of the interchange of Highway 217 with 72nd Avenue. This project will focus on the ramp terminals, cross street and streets intersecting 72nd Avenue. Request Amount: $800,000 Safe Routes to Schools The city has identified a future vision to become "The most walkable community in the Pacific Northwest where people of all ages and abilities enjoy healthy and interconnected lives" A key aspect of that vision is to ensure that children have safe routes to walk to school. The incomplete sidewalk connection on SW Murdock from SW 103rd to a sharp curve in front of Templeton Elementary prevents children from walking to school safely. Request amount: $2,000,000. Police Interoperable Communications Because of federal mandates,the regional dispatch center in Washington County will be moving from an analog communications network to 800mhz digital format. To accommodate this transition, all radios operated by first responders in the region must be replaced by 2018 in order to communicate with the dispatch center. Our current radios will be inoperable as of 2018.. Thus, Tigard Police Department would need to replace 99 portable and 56 mobile devices. While expensive, the digital format will provide some benefits, including greater capacity and flexibility for transmitting data and allow for seamless communications between the city, county and other first responders on the network. Request Amount: $250,000 Police Automated License Plate Recognition Equipment Automatic License Plate Recognition (ALPR) is a surveillance method that uses optical character recognition on images to read vehicle registration plates. Automated license plate recognition would be of great value to Tigard because of the major state highways intersecting the city as well as having the state's largest shopping mall within city limits. Tigard has some of the busiest roads and highest traffic counts in the State of Oregon and could employ ALPR to track stolen vehicles, amber alert suspects and drivers operating on a suspended license. Washington Square, Oregon's largest shopping mall, is a target of frequent car theft and stolen vehicle "drops" are prevalent. The implementation of the license plate recognition technology will maximize the efficiency of a police force that has been reduced because of budget cuts. Request Amount: $238,000 PROJECTS SUPPORTED BY THE CITY OF TIGARD Pacific Highway (99W)/Barbur Boulevard High Capacity Transit Alternative Analysis An alternatives analysis and preliminary engineering study to determine the best high capacity connection to provide transportation options to connect downtown Portland, Tigard, King City, Tualatin and Sherwood. Reductions in automobile trips will reduce roadway congestion and pollution, reduce accidents and set the groundwork for efficient development along the transit line. Total Cost: $11.4 million;Federal Request: $1 million Lake Oswego-Tigard Water Partnership In August 2008, the cities of Lake Oswego and Tigard formally endorsed a partnership agreement for sharing drinking water resources and costs. Lake Oswego's water supply system is near capacity, and key facilities need expansion and upgrades. Tigard residents need a secure, dependable water source. Both cities want to keep water affordable for their customers and sharing the cost of new infrastructure to serve both communities does that. Total Cost: $240 million Columbia River Crossing Project The City of Tigard strongly supports the Columbia River Crossing (CRC) Project, which is a long- term,comprehensive solution to problems on Interstate 5 near the Columbia River. The I-5 corridor is the backbone of a network of roads that provide access to the region,which is more susceptible to long-term economic losses from congestion than other areas because of its ties to trade. POLICY ITEMS Support Robust Transportation Reauthorization Bill Congress should develop a comprehensive legislative effort to create jobs by providing robust funding for bridges, highways, mass transit and other local infrastructure needs. FY 2015 Program Levels Maintain adequate funding levels for TIGER, CDBG, HOME, BYRNE, COPS, EDA,Assistance to Firefighters Funding. Protect Municipal Bonds The City strongly supports protecting tax exempt municipal bonds from being eliminated or limited. Since the federal income tax was instituted in 1913, interest earned from municipal bonds issued by state and local governments have been exempt from federal taxation. These bonds are the primary financing mechanism for state and local infrastructure projects, with three-quarters of the infrastructure projects in the U.S. built by state and local governments, and with over $3.7 trillion in outstanding tax-exempt bonds, issued by 30,000 separate government units. Local governments save an average of 25 to 30 percent on interest costs with tax-exempt municipal bonds as compared to taxable bonds. This is true because investors are willing to accept lower interest on tax-exempt bonds in conjunction with the tax benefit. If the federal income tax exemption is eliminated or limited, states and localities will pay more to finance projects, leading to less infrastructure investment, fewer jobs, and greater burdens on citizens who will have to pay higher taxes and fees. Secure a Tigard Zip Code Tigard staff is investigating the process to secure a distinct Tigard mailing address, instead of the current Portland designation. EPA Regulatory Concerns and Unfunded Mandates The City opposes legislative or regulatory initiatives that undermine local government decision making and contributes to reduction in our workforce. The partnership with federal policy makers should recognize local government roles and not preempt city authority on issues such as land use, rights of way and other local functions. AI S-1542 g, Business Meeting Meeting Date: 01/14/2014 Length (in minutes): 10 Minutes Agenda Title: Council Travel Policy Submitted By: Cathy Wheatley, Administrative Services Item Type: Update, Discussion, Direct Staff Meeting Type: Council Business Meeting- Main Public Hearing: Publication Date: Information ISSUE Confirm travel policy and practice for the City Council. STAFF RECOMMENDATION / ACTION REQUEST Approve the updated travel policy and authorize the Mayor and City Manager to sign. KEY FACTS AND INFORMATION SUMMARY A draft policy regarding Council travel procedures was circulated to the Council in June and again in September, 2013. The intent of the draft policy is to implement the City Council's direction, given during 2013 budget adoption. The Council will primarily use a per-diem reimbursement for travel rather than requiring the collection of itemized receipts and purchasing card expenses for meals and incidentals during travel for city business. The Council has already implemented the following practices as of July 1: 1. When a Councilor will travel for city business, the Executive Assistant to the Mayor and City Manager will make as many travel arrangements in advance using the city purchasing card. 2. The Executive Assistant to the Mayor and City Manager will research which meal and other travel incidental costs that will be reimbursed during the trip and request a check for a per-diem allowance that will be issued in advance of the trip. 3. Councilors may use the city purchasing card during travel and itemized receipts must still be submitted as documentation. OTHER ALTERNATIVES Adopt prior practices to primarily use city purchasing card for travel. COUNCIL GOALS, POLICIES, APPROVED MASTER PLANS DATES OF PREVIOUS COUNCIL CONSIDERATION June 11, 2013 September 16, 2013 Attachments Council Travel Policy Staff memo • 111 _ City of Tigard, Oregon Ore g g TIGARD City Council Travel Policy Effective Date: September 1, 2013 Approved: Signature: SUMMARY 1. General Provisions 2. Compliance and Accountability 3. Definitions Out-of-Town Travel 4. Pre-Authorization 5. Travel Time 6. Travel Methods 7. Lodging 8. Meals 9. Payment Methods 10. Personal Expenses 11. Travel Reconciliation 12. Compliance Auditing Local Travel 13. Local Travel Methods 14. Local Meals 1. GENERAL PROVISIONS 1.1. Purpose of Policy. The purpose of this policy is to provide guidelines to members of the City Council (Council) for payment of travel expenses in a cost-effective and efficient manner ensuring the best result for the City. 1.2. Applicability. This policy applies to Tigard's City Council and is to be adhered to by all members of Council. 1.3. The City's Financial and Information Services Department shall administer the travel policy and shall periodically review travel and training records to ensure policy compliance and provide any necessary training to departments on the implementation of the policy. 1.4. The City Council and City Manager's office shall ensure that each member of Council dcomplies with the policy,and ensuring expenditures are appropriate and directly related to City business. Questions regarding the intent or application of this policy document shall be directed to the City's Financial and Information Services Director. Citywide Travel Policy 1 1 P a g e 1.5. The City Council shall have final authority for administering,interpreting,and applying the terms of these procedures. 1.6. Personal Expenses. The City,with very limited exception,shall not pay for any personal expenses incurred by a member of Council during City business travel. For example,Council member will not be reimbursed for personal grooming items, parking tickets,entertainment expenses,etc. 2. COMPLIANCE AND ACCOUNTABILITY 2.1. All members of Council must comply with the provisions contained herein. Periodically,the City's Finance and Information Services Department may perform a review of the City's travel records to ensure compliance with this policy. The Finance and Information Services Department,working with the City Council and the City Manager's Office,may implement appropriate and progressive sanctions related to misuse. All Council members must fully comply with requests for records and documentation supporting all travel expense claims. 2.2. Council members may be liable for improper use of public funds. As public officials, Council members that order,authorize or cause to be made any expenditure in violation of City policies,state statutes,rules,or procedures can and will be held personally financially liable for inappropriate expenditures. 3. DEFINITIONS The following terms may be used throughout these policies: 3.1. Actual. The actual meals or lodging cost supported by receipts. The City's policy is to pay actual costs for lodging up to the Federal per diem rate for the location. 3.2. Conference/Training Meal. Any meal provided,through the registration process, by a conference or training. 3.3. Contracted Travel Agency. The travel agency under contract with the City to provide travel related services. Azumano Travel is the City's current Contracted Travel Agency. 3.4. Council Member. An individual elected to either the office of Mayor or City Councilor for the City of Tigard. 3.5. Council Member Travel. Travel by Council member on official City business. 3.6. Frequent Flyer Miles. Credits acquired when making qualified air travel purchases. It is the City's policy that to Council member(or any employee or agent of the City) shall not earn any Frequent Flyer Miles while on City business. 3.7. Incidental Expense. Small costs associated with travel. Incidental Expenses include,but may not be limited to: Gratuities,taxi fare,work related mailing costs or phone charges,etc. Citywide Travel Policy 2 1 P a g e 3.8. Itinerary-Airfare. Information provided by an airline or travel agency showing the traveler's name,dates of travel,class of travel,and travel route. 3.9. Local Travel. Travel that is not overnight and/or less than fifty(50) miles from City Hall. Both criteria must be met to be considered Overnight Travel. 3.10. Meals. Standard breakfast,lunch,or dinner eaten by a Council member during City business travel. 3.11. Mileage. The distance traveled via personal automobile by a Council member during travel. The City calculates mileage during travel from Tigard City Hall,not the Council member's home. To development the reasonable estimate of mileage, the City shall use an online travel/map site such as Mapquest or Google Maps. 3.12. Official City Business. Business,and any travel associated with it,that directly provides a benefit to the City. 3.13. Overnight Travel. Any travel that requires a a Council member to stay overnight. A conference or training must be at least 50 miles away from the City to justify an overnight stay. 3.14. Per Diem Allowance. The allowance for lodging,meals and incidental expenses established for the travel destination as established by the U.S. General Services Administration(GSA). The City's policy is to pay actual lodging expenses up to the GSA rate and a daily per diem for meals equal to the GSA rate for the destination city. 3.15. Pool Vehicle. A City-owned vehicle available for"check out"by any employee, elected official,or agent of the City. 3.16. Purchasing Card. A City-issued credit card that is the preferred means of payment for travel expenses other than meals. 3.17. Receipt. A document detailing an expense incurred. To be valid,a receipt must provide the name and address of the business, the date of the purchase,an itemized description of the goods or service purchased,and the amount of the purchase. For lodging expenses,the receipt must also include the name of the guest,the number of guests,the dates occupying the room,the room number,the room rate,and the lodging tax. 3.18. Travel Pre-Authorization Form. A Departmental form that may or may not be required prior to any travel. The City Council and City Manager shall determine the best way to document pre-authorization for City Council travel. 3.19. Travel Purchasing Card. A generic purchasing card that can be checked out prior to travel by a Council member who does not have a City-issued purchasing card. Citywide Travel Policy 3 1 P a g e 3.20. Travel Reconciliation Statement. A City-required form that must be completed within five (5) full business days upon return from any overnight City business travel. 3.21. Travel Time. The amount of time that is required by a Council member to travel to and from a conference or training. 3.22. U.S. General Services Administration (GSA) Per Diem Rates. The estimated daily cost of lodging,meals,and incidentals for various cities that is used by the City as the maximum actual costs to cover during travel. OUT OF TOWN TRAVEL 4. PRE-AUTHORIZATION Pre-Authorization shall be a Departmental responsibility. The City Council shall develop a a pre-authorization procedures and train their staff on these procedures. Pre-Authorization may be required by a Department for any travel but especially in the case of travel with overnight stay,travel requiring air travel,or travel where lodging exceeds the daily allowance. 4.1. Pre-Authorization Form. The City Council shall have a Pre-Authorization Form available for staff use. The FIS Department has created a generic form that may be used by the City Council or the Council may elect to create their own form that best meets their needs. 4.2. Pre-Authorization Filing. The City Council shall be responsible for retaining a file of the Department's travel pre-authorization documents. This file shall include approved and denied travel information. 4.3. Travel Coordinator/ Point of Contact. It is the recommendation of this Policy that the City Council designate a Travel Coordinator or single point of contact for employees to refer to for guidance and questions. The FIS Department shall have a Coordinator or single point of contract for any City business travel information and guidance. 5. TRAVEL TIME It is the policy of the City to use a reasonable estimate for allowable travel time during which any public official,employee,or agent of the City is considered"on—the-clock". Please see Citywide Personnel Policy#47 for further information about travel time and compensation. Under FLSA,the rules for paid travel change when the travel involves an overnight stay. In these cases,time spent traveling during normal work hours are paid,while time spent traveling outside of normal work hours are not. The only exception permitting an employee to be compensated for overnight travel outside of normal work hours is when the employee is the actual driver of the vehicle or is actively engaged in doing work tasks. Passengers, regardless of the mode of travel,are compensated only for travel time during normal work hours. Please note: This particular rule applies seven(7) days a week. So if an employee is normally scheduled 8:00 am to 5:00 pm,M-F,and travels between the hours of 12:00 pm and 4:00 pm Citywide Travel Policy 4 P a g e on a Saturday,the employee would be paid for four(4) hours of travel pay,even though the employee traveled on a Saturday: Look at the hours of travel,not the day of travel. In further accordance with the FLSA,a public official,employee,or agent of the City shall be paid their regular hourly rate during any official training or conference hours. 5.1. To development the reasonable estimate,the City shall use an online travel/map site such as Mapques f or Google Maps. A public official,employee,or agent of the City may receive additional time if appropriate justification for the needed time (i.e. delayed flight) is submitted to his/her supervisor and approved. 6. TRAVEL METHODS The City shall require the most direct and cost effective means of travel for a Council member attending any conference or training. The costs of means of travel,both in dollars and requirements of staff,shall be weighed with the most beneficial to the City being utilized. 6.1. Auto Travel. Auto travel is the most common means of transportation used during City business travel. 6.1.1. City Pool Vehicle. Employees are strongly encouraged to use the City's Pool Vehicles during local travel. These vehicles may be reserved and checked out during the employee's travel dates. 6.1.1.1.Non-City Employee Ride-Along. Per the City's Personnel Policy: "Family members or other non-City employees shall not be transported in city vehicles except as specifically authorized by the department director or consistent with department policy or in cases in which the city vehicle is regularly assigned to the employee as a provision of an employment contract" As such, family member or other non-City employees may accompany an employee in a City-owned vehicle during City-related travel with the appropriate approvals. 6.1.2. Personal Vehicle. Council members may use their own vehicles for City travel. Use of a personal vehicle during City travel shall be authorized during the pre-authorization process in the Department. 6.1.2.1. Insurance. Council members that use their private vehicle for City business are required to have personal automobile liability insurance to provide the primary coverage for any accidents involving that vehicle. Documentation of said coverage must be on file with the City's Risk Management Office. 6.1.2.2. Mileage Reimbursement. When a Council member uses their personal vehicle for City travel,the City shall reimburse the Council Citywide Travel Policy 5 I P a g e member for mileage up to,but not more than, the Federal per mile reimbursement rate. Total allowable mileage shall be calculated from Tigard City Hall to the lodging location and back. If required, additional mileage may be granted under certain circumstances. No other means of fuel or mileage reimbursement shall be approved by the City. 6.1.2.2.1. The City shall use an online travel/map site such as Mapquest or Google Maps to develop the total allowable mileage distance. 6.2. Air Travel. The City shall pay actual cost for a Council member's City business travel. All Council members shall utilize coach when traveling commercial airline. Reservations,where possible,should be made at least fourteen (14) or more days in advance to take advantage of any and all available discounts. Increased fees related to late booking may be disallowed unless documented with a sound business reason. Council members may at their own expense pay to upgrade their airline accommodations or alter their flight itinerary for personal business. 6.2.1. Contracted Travel Agent. Council members are strongly encouraged to utilize the City's Contracted Travel Agent for air fare during City travel. 6.2.1.1. Government Air Fare. The City's Contracted Travel Agent is authorized to provide the City with government air fare ("City Pairs") which are contracted,discounted,unrestricted,and one-way fares that require little advance reservation and have no cancellation or transfer penalties. Council members should seek to use these fares in order to maximize the benefits to the City. 6.2.1.2. Booking. This City is able to book air transportation through the Contracted Travel Agent either online or through an agent via the telephone. Council members should take every effort to use online booking to reserve air travel to maximize cost savings for the City. 6.2.2. Discount Travel Sites. Council members may,with documentation of the reasoning,use discount travel sites such as Expedia,Travelocity,Hotwire, Orbitz,or Priceline. 6.2.3. Airline Direct Booking. Council members may,with documentation of the reasoning,book air transportation directly with the airline. As this tends to be the most expensive option,it should be the last option and have solid documentation of the reason for the expense. 6.2.4. Cancelled/Missed Flights. Should a non-refundable flight need to be cancelled for either City-related business or a medical or family emergency beyond a Council member's control,the City,in so long as documentation and approval are placed in the travel file,shall incur the cost of the air fare. If the flight is cancelled or missed due to any neglect,mistake,or other fault Citywide Travel Policy 6 P a g e of the registered Council member,the Council member shall bare the cost of the ticket and all associated costs. 6.3. Rental Cars. The City will pay actual for rental vehicles when it is found to be an economical and efficient means of transportation for an employee during travel. Authorization for a rental vehicle must be obtained during the pre-authorization process for the travel. 6.3.1. Contracted Travel Agent. Council members are strongly encouraged to utilize the City's Contracted Travel Agent for rental vehicles during City travel. 6.3.1.1. Contracted Rental Car Company. The City has a Contracted Rental Car Company and the City's Contracted Travel Agent is authorized to book against this agreement. 6.3.1.2. Booking. This City is able to book rental vehicles through the Contracted Travel Agent either online or through an agent via the telephone. Council members should take every effort to use online booking to reserve air travel to maximize cost savings for the City. 7. LODGING The City shall pay true actual cost,up to the GSA daily per diem rate 7.1. Receipts. A detailed receipt is required for any lodging incurred during an employee's travel. For lodging expenses,the receipt must detail the following: 7.1.1. Name of the hotel 7.1.2. Address of the hotel 7.1.3. Name of the guest 7.1.4. Number of guests 7.1.5. Dates occupying the room 7.1.6. Room number 7.1.7. Total cost of the stay 7.1.8. Room rate 7.1.9. Lodging tax,and 7.1.10. Breakout of individual charges (room service,parking,etc). 7.2. Lodging Per Diem Allowance. Lodging expenses are paid by the City at actual cost up to the specific GSA daily maximum allowable rate in effect at the time of travel for the specific area or locality. 7.2.1. The GSA rates can be found at this link: GSA Domestic Per Diem Rates. 7.2.2. The City Council shall have the authority to approve lodging expenses over the GSA daily maximum allowable rate when unusual conditions exist. The cost overage shall require written documentation by the traveling Council Citywide Travel Policy 7 1Page member detailing the reason for the higher expenditure. This documentation must be included with the final travel reconciliation. 7.3. Conference/Training Official Hotel. If a Council member attends a conference or training and stay at the official hotel where the conference or training is being held, the City shall cover,within reason and with prior approval,all actual lodging costs if the rate exceeds the GSA lodging per diem allowance for the city. If this exception is granted, the Council member must book the cheapest available room or personally pay the difference between the room they book and the room with the lowest rate. This exception serves to save the City additional incidental costs such as a rental car or other transportation fees. 7.4. Alternative Lodging. The intent of this section is to reimburse Council members that use their personal travel trailer or motor home during official City travel and should result in an economic benefit to the City. The daily maximum allowable reimbursement rate for all alternative lodging shall be$25. It is intended that the alternative lodging reimbursement rate apply for any overnight City travel. 8. MEALS As a meal allowance during City related travel,Council members shall receive a daily per diem equal to the GSA daily rate for the destination city. 8.1. Multiple Locations/Single Rate. The City shall use a single per diem threshold rate for an entire day. If a Council member travels to more than one location in one day, the per diem allowance shall be for the location in which the Council member spends the night. On the final day of travel, the per diem threshold shall be for the location in which the Council member stayed the last night. 8.2. U.S. General Services Administration Daily Rate (GSA). The daily meal per diem shall be equal to the U.S. General Services Administration's (GSA) established daily rates for the travel destination City. 8.2.1. The GSA rates can be found at this link: GSA Domestic Per Diem Rates. 8.3. Conference/Training Provided Meals. When meals are provided by the conference/training and paid for through the Council member's registration,the daily per diem shall be reduced for that particular meal. See Section 8.4 for a breakdown of the meal percentages. 8.3.1. If the meal is an optional piece of the conference or training registration process,the Council member shall have the choice to participate in the meal or,instead, to receive the meal as part of the daily per diem. 8.4. Meal Allowance Breakdown. The City shall use the following meal breakdown: 8.4.1. Breakfast. Equals 25% of daily allowance. 8.4.2. Lunch. Equals 25% of daily allowance. 8.4.3. Dinner. Equals 50% of daily allowance. Citywide Travel Policy 8 I P a g e 8.5. Travel Day Meals. The City shall provide a percentage of the daily per diem on travel days according to the following schedule (per IRS rules the City cannot pay more than 75%of the maximum daily allowance during travel days): Outbound (Leaving) 8.5.1. Prior to Noon—75%. When a Council member leaves on travel between prior to Noon the Council member shall be entitled to 75%of the daily per diem. 8.5.2. Between Noon and 7:00 p.m.—50%. When a Council member leaves on travel between Noon and 7:00 p.m. the Council member shall be entitled to 50%of the daily per diem. 8.5.3. After 7:00 p.m. —0%. When a Council member leaves on travel after 7:00 p.m. the Council member shall not be entitled to any percentage of the daily per diem for that day. Inbound (Returning). 8.5.4. Prior to Noon—25%. When a Council member arrives home from travel between prior to Noon the Council member shall be entitled to 25% of the daily per diem. 8.5.5. Between Noon and 7:00 p.m.—50%. When a Council member arrives home from travel between Noon and 7:00 p.m. the Council member shall be entitled to 50%of the daily per diem. 8.5.6. After 7:00 p.m. —75%. When a Council member arrives home from travel after 7:00 p.m. the Council member shall be entitled to 75 of the daily per diem. 8.6. Allowance Paid to Council Member in Advance. Council member shall receive their meal allowance prior to their departure. Reimbursement shall be in accordance with the Accounts Payable check printing schedule and Council members are responsible for ensuring their meal allowance check is received before departure. 8.7. Alcohol. At no point or under any circumstance shall the City pay any alcohol expense incurred during a meal or travel. Any alcohol which is purchased by a Council member must be paid for at the time by the Council member and must be on a separate check. 9. PAYMENT METHOD S The City's preferred method of payment during City travel is a City Purchasing Card. Other means of payment shall remain available but every effort must be taken to use a purchasing card then at all possible. 9.1. Purchasing Cards. The City preferred mean of purchase during City travel. The Purchasing Card is a City-issued MasterCard that can be used nearly anywhere Citywide Travel Policy 9 I P a g e MasterCard is accepted. Many employees,including Council members,have been issued an individual Purchasing Card and it is this card that should be used by the Council member during City travel. If a traveling Council member has not been issued an individual Purchasing Card,Travel Cards are available for issuance during travel. Follow the City's established procedures to utilize the Travel Cards. 9.2. City Check. Under a limited number of situations,a City-issued check may be used to pay for a portion of the travel costs. A traveling Council member's meal allowance per diem shall be processed in advance of travel under this method. Council members shall follow the City's established procedures,which shall include documenting the reasoning for a check rather than a Purchasing Card,to obtain a travel-related check. 9.3. Council Member Reimbursement. Under rare circumstances,and with detailed documentation,the City may directly reimburse a Council member for costs incurred during travel. 10. PERSONAL EXPENSES The City,with very limited exception,shall not pay for any personal expenses incurred during City business travel. 10.1. Combining Personal Travel with City Business Travel. The City's policy for business travel does allow for combining personal travel with business travel with additional rules. 10.1.1. Personal Portion of Trip. If a Council member combines personal travel with City business travel,the City will pay only the actual costs associated with City business,any additional cost shall be incurred by the Council member. 10.1.2. Airline Costs. When a Council member combines personal travel with City business travel and airfare is required,the City shall pay no more than the lowest cost of round-trip coach airfare for the days that the City business would have required. Any additional cost due to an extended personal stay shall be borne by the Council member. 10.2. Alcohol. See Section 8.7. 10.3. Entertainment Expenses. The City shall not pay,at any time, for any entertainment expenses incurred by a Council member on official City business. Entertainment expenses shall include,but not necessary be limited to,the following: 10.3.1. Movies,including in-room 10.3.2. Health Club/Gym Fees 10.3.3. Sporting Events 10.3.4. Golf(Including Conference-related Tournaments) 10.3.5. Spa Services Citywide Travel Policy 10 I Pa g e Refer to Oregon Ethic Laws for further details on entertainment expenses. 10.4. Personal Grooming Items or Services. At no time,and for no reason,shall the City pay for any personal grooming items or services during a Council member's time on City business travel. 10.5. Personal Phone Calls. No personal phone calls while on travel shall be paid by the City other than the following exception: 10.5.1. Personal telephone calls to immediate family members or significant others to confirm the traveler's well-being while on overnight travel are allowed under this policy. The Council member shall be allowed one phone call a day while on travel for not more than ten (10) minutes. The City does encourage the traveler to use a personal cell phone in lieu of this personal call allowance when at all possible. 11. TRAVEL RECONCILIATION Within five (5) business days of return from any City business travel a Council member must submit to the FIS Department's Accounts Payable Office a completed and authorized Travel Reconciliation Statement. The City shall develop guidelines to assist Council member through the travel reconciliation process. 12. COMPLIANCE AUDITING The City's FIS Department shall conduct routine review of a Department's travel records to ensure compliance with all aspects of this Travel Policy. The FIS Department,working with the City Manager's Office,may implement appropriate and progressive sanctions for inappropriate use of City funds related to travel. All Council members must fully comply with requests for records and documentation supporting any and all travel expenses. LOCAL TRAVEL 13. LOCAL TRAVEL METHODS 13.1 Personal Vehicle. The City may authorize Council members to use their own vehicles for City travel when it is in the benefit of the City. Use of a personal vehicle during City travel must be authorized prior to a Council member utilizing their personal vehicle for business purposes. 13.2 Insurance. Council members that use their private vehicle for City business are required to have personal automobile liability insurance to provide the primary coverage for any accidents involving that vehicle. Documentation of said coverage must be on file with the City's Risk Management Office. 13.3 Vehicle Stipend. Council members'vehicle stipend shall cover any travel to and from local meetings. There shall be no additional mileage reimbursement. 13.4 Non-City Employee Ride-Along. Per the City's Personnel Policy: Citywide Travel Policy 11 I Page "Family members or other non-City employees shall not be transported in city vehicles except as specifically authorized by the department director or consistent with department policy or in cases in which the city vehicle is regularly assigned to the employee as a provision of an employment contract" As such, family member or other non-City employees may accompany a Council member in a City-owned vehicle during City-related travel with the appropriate approvals. 14. LOCAL MEALS Meals that do not include both overnight travel and a distance of more than fifty(50) miles from Tigard City Hall shall be considered a local meal in accordance with IRS regulations and are therefore taxable. Local meals should be part of a meeting involving outside agency personnel or be part of a local training or conference event. The City shall allow such meals for Council members with appropriate documentation and approval. 14.1 Reimbursement for Local Meal. Payment for a Local Meal shall be made through employee reimbursement only due to the meals taxable status and no other payment method shall be acceptable. 14.1.1 Receipts. A document detailing an expense incurred. To be valid,a receipt for a meal must provide the name and address of the business,the date of the purchase,an itemized description of the goods or service purchased,and the amount of the purchase. Summary receipts shall not suffice as proper documentation. 14.1.2 Local Meal Reimbursement Form. Reimbursements to Council members for taxable meals shall be processed on a Local Meal Reimbursement Form and submitted to Payroll no more frequently than monthly. 14.1.3 Alcohol. At no point or under any circumstance shall the City pay any alcohol expense incurred during a local meal. Citywide Travel Policy 12 I P a g e • in MEMORANDUM T I GARD TO: Honorable Mayor and City Councilors FROM: Joe Barrett,Sr. Management Analyst RE: Travel Policy Changes—Reminders and Tips DATE: September 3,2013 Council recently made changes to their Travel Policy. The most notable change to the policy surround how meals are handled. Under the new policy,Council members will receive a prepaid allowance before their travel rather than use a city-issued purchasing card for meals. This allowance will equal the daily GSA allowance for the destination city with conference provided meal deducted in accordance with the policy. Receipts are not required to be submitted to the city for meals under the prepaid process and reconciliation of the prepaid is not required upon completion of the trip (neither the City nor the Council member will owe the other anything.) The new policy also sets the Council as a whole,along with the City Manager,as the oversight officials for the policy. In previous incarnations of the policy,no oversight authority was designated which led to some confusion on the part of staff. If Council would like to identify one member as the oversight authority rather that share the role as a group,we can easily make this change. In effort to help Council members understand the change to meals,staff has prepared the following "Do&Don't" for Council's review. A similar list was provided to staff a number of months back and was received well. Please review the following and notify me if you have any questions. Thank you. OUT-OF-TOWN TRAVEL = Overnight stay AND more than fifty (50) miles from City Hall. MEALS DO DON'T Use your meal allowance (per diem) for your Use your city-issued purchasing card for a meal. meals. The allowance will be prepaid before departing for travel. Deduct conference provided meal from daily Don't turn in receipts. meal allowance unless approved by director. Familiarize yourself with the city's guidelines on Expect the city to reimburse for any meal combining business travel with personal travel. expenses exceeding the daily meal allowance. LODGING DO DON'T Familiarize yourself with the daily lodging rate Exceed the daily lodging rate without for the destination city. documenting need in advance. Use your purchasing card for lodging expenses. Use your purchasing card to pay for any room upgrades—including large rooms due to personal travel. Keep detailed/itemized receipt. Charge personal expenses,including room service,movies,etc.,to the room. TRAVEL DO DON'T Book through Azumano for refundable fare Book a more expensive flight to accommodate when possible. personal travel without reimbursing the city the difference. Ensure your personal auto insurance information is on file with Risk. City of Tigard, Oregon TIGARD City Council Travel Policy Effective Date: September 1, 2013 Approved: /P-J J ) h� G�m� n� Signature: p j , J a. SUMMARY 1. General Provisions 2. Compliance and Accountability 3. Definitions Out-of-Town Travel 4. Pre-Authorization 5. Travel Time 6. Travel Methods 7. Lodging 8. Meals 9. Payment Methods 10. Personal Expenses 11. Travel Reconciliation 12. Compliance Auditing Local Travel 13. Local Travel Methods 14. Local Meals 1. GENERAL PROVISIONS 1.1. Purpose of Policy. The purpose of this policy is to provide guidelines to members of the City Council (Council) for payment of travel expenses in a cost-effective and efficient manner ensuring the best result for the City. 1.2. Applicability. This policy applies to Tigard's City Council and is to be adhered to by all members of Council. 1.3. The City's Financial and Information Services Department shall administer the travel policy and shall periodically review travel and training records to ensure policy compliance and provide any necessary training to departments on the implementation of the policy. 1.4. The City Council and City Manager's office shall ensure that each member of Council dcomplies with the policy,and ensuring expenditures are appropriate and directly related to City business. Questions regarding the intent or application of this policy document shall be directed to the City's Financial and Information Services Director. Citywide Travel Policy 1 1 P a g e 1.5. The City Council shall have final authority for administering,interpreting, and applying the terms of these procedures. 1.6. Personal Expenses. The City,with very limited exception, shall not pay for any personal expenses incurred by a member of Council during City business travel. For example,Council member will not be reimbursed for personal grooming items, parking tickets, entertainment expenses, etc. 2. COMPLIANCE AND ACCOUNTABILITY 2.1. All members of Council must comply with the provisions contained herein. Periodically,the City's Finance and Information Services Department may perform a review of the City's travel records to ensure compliance with this policy. The Finance and Information Services Department,working with the City Council and the City Manager's Office,may implement appropriate and progressive sanctions related to misuse. All Council members must fully comply with requests for records and documentation supporting all travel expense claims. 2.2. Council members may be liable for improper use of public funds. As public officials, Council members that order, authorize or cause to be made any expenditure in violation of City policies,state statutes,rules,or procedures can and will be held personally financially liable for inappropriate expenditures. 3. DEFINITIONS The following terms may be used throughout these policies: 3.1. Actual. The actual meals or lodging cost supported by receipts. The City's policy is to pay actual costs for lodging up to the Federal per diem rate for the location. 3.2. Conference/Training Meal. Any meal provided,through the registration process, by a conference or training. 3.3. Contracted Travel Agency. The travel agency under contract with the City to provide travel related services. Azumano Travel is the City's current Contracted Travel Agency. 3.4. Council Member. An individual elected to either the office of Mayor or City Councilor for the City of Tigard. 3.5. Council Member Travel. Travel by Council member on official City business. 3.6. Frequent Flyer Miles. Credits acquired when making qualified air travel purchases. It is the City's policy that any Council member (or any employee or agent of the City) shall not earn any Frequent Flyer Miles while on City business. 3.7. Incidental Expense. Small costs associated with travel. Incidental Expenses include,but may not be limited to: Gratuities,taxi fare,work related mailing costs or phone charges, etc. Citywide Travel Policy 21 P a g e 3.8. Itinerary-Airfare. Information provided by an airline or travel agency showing the traveler's name,dates of travel,class of travel,and travel route. 3.9. Local Travel. Travel that is not overnight and/or less than fifty (50) miles from City Hall. Both criteria must be met to be considered Overnight Travel. 3.10. Meals. Standard breakfast,lunch,or dinner eaten by a Council member during City business travel. 3.11. Mileage. The distance traveled via personal automobile by a Council member during travel. The City calculates mileage during travel from Tigard City Hall,not the Council member's home. To development the reasonable estimate of mileage, the City shall use an online travel/map site such as Mapquest or Google Maps. 3.12. Official City Business. Business,and any travel associated with it,that directly provides a benefit to the City. 3.13. Overnight Travel. Any travel that requires a a Council member to stay overnight. A conference or training must be at least 50 miles away from the City to justify an overnight stay. 3.14. Per Diem Allowance. The allowance for lodging,meals and incidental expenses established for the travel destination as established by the U.S. General Services Administration (GSA). The City's policy is to pay actual lodging expenses up to the GSA rate and a daily per diem for meals equal to the GSA rate for the destination city. 3.15. Pool Vehicle. A City-owned vehicle available for"check out" by any employee, elected official,or agent of the City. 3.16. Purchasing Card. A City-issued credit card that is the preferred means of payment for travel expenses other than meals. 3.17. Receipt. A document detailing an expense incurred. To be valid,a receipt must provide the name and address of the business, the date of the purchase,an itemized description of the goods or service purchased,and the amount of the purchase. For lodging expenses,the receipt must also include the name of the guest,the number of guests,the dates occupying the room,the room number,the room rate,and the lodging tax. 3.18. Travel Pre-Authorization Form. A Departmental form that may or may not be required prior to any travel. The City Council and City Manager shall determine the best way to document pre-authorization for City Council travel. 3.19. Travel Purchasing Card. A generic purchasing card that can be checked out prior to travel by a Council member who does not have a City-issued purchasing card. Citywide Travel Policy 3 1 P a g e 3.20. Travel Reconciliation Statement. A City-required form that must be completed within five (5) full business days upon return from any overnight City business travel. 3.21. Travel Time. The amount of time that is required by a Council member to travel to and from a conference or training. 3.22. U.S. General Services Administration(GSA) Per Diem Rates. The estimated daily cost of lodging,meals,and incidentals for various cities that is used by the City as the maximum actual costs to cover during travel. OUT OF TOWN TRAVEL 4. PRE-AUTHORIZATION Pre-Authorization shall be a Departmental responsibility. The City Council shall develop a a pre-authorization procedures and train their staff on these procedures. Pre-Authorization may be required by a Department for any travel but especially in the case of travel with overnight stay,travel requiring air travel,or travel where lodging exceeds the daily allowance. 4.1. Pre-Authorization Form. The City Council shall have a Pre-Authorization Form available for staff use. The FIS Department has created a generic form that may be used by the City Council or the Council may elect to create their own form that best meets their needs. 4.2. Pre-Authorization Filing. The City Council shall be responsible for retaining a file of the Department's travel pre-authorization documents. This file shall include approved and denied travel information. 4.3. Travel Coordinator/ Point of Contact. It is the recommendation of this Policy that the City Council designate a Travel Coordinator or single point of contact for employees to refer to for guidance and questions. The FIS Department shall have a Coordinator or single point of contract for any City business travel information and guidance. 5. TRAVEL TIME It is the policy of the City to use a reasonable estimate for allowable travel time during which any public official,employee,or agent of the City is considered"on—the-clock". Please see Citywide Personnel Policy#47 for further information about travel time and compensation. Under FLSA,the rules for paid travel change when the travel involves an overnight stay. In these cases,time spent traveling during normal work hours are paid,while time spent traveling outside of normal work hours are not. The only exception permitting an employee to be compensated for overnight travel outside of normal work hours is when the employee is the actual driver of the vehicle or is actively engaged in doing work tasks. Passengers, regardless of the mode of travel,are compensated only for travel time during normal work hours. Please note: This particular rule applies seven (7) days a week. So if an employee is normally scheduled 8:00 am to 5:00 pm,M-F, and travels between the hours of 12:00 pm and 4:00 pm Citywide Travel Policy 4 I Page on a Saturday,the employee would be paid for four(4) hours of travel pay,even though the employee traveled on a Saturday: Look at the hours of travel,not the day of travel. In further accordance with the FLSA,a public official,employee,or agent of the City shall be paid their regular hourly rate during any official training or conference hours. 5.1. To development the reasonable estimate,the City shall use an online travel/map site such as Mapquest or Google Maps. A public official,employee,or agent of the City may receive additional time if appropriate justification for the needed time (i.e. delayed flight) is submitted to his/her supervisor and approved. 6. TRAVEL METHODS The City shall require the most direct and cost effective means of travel for a Council member attending any conference or training. The costs of means of travel,both in dollars and requirements of staff,shall be weighed with the most beneficial to the City being utilized. 6.1. Auto Travel. Auto travel is the most common means of transportation used during City business travel. 6.1.1. City Pool Vehicle. Employees are strongly encouraged to use the City's Pool Vehicles during local travel. These vehicles may be reserved and checked out during the employee's travel dates. 6.1.1.1.Non-City Employee Ride-Along. Per the City's Personnel Policy: "Family members or other non-City employees shall not be transported in city vehicles except as specifically authorized by the department director or consistent with department policy or in cases in which the city vehicle is regularly assigned to the employee as a provision of an employment contract" As such, family member or other non-City employees may accompany an employee in a City-owned vehicle during City-related travel with the appropriate approvals. 6.1.2. Personal Vehicle. Council members may use their own vehicles for City travel. Use of a personal vehicle during City travel shall be authorized during the pre-authorization process in the Department. 6.1.2.1. Insurance. Council members that use their private vehicle for City business are required to have personal automobile liability insurance to provide the primary coverage for any accidents involving that vehicle. Documentation of said coverage must be on file with the City's Risk Management Office. 6.1.2.2. Mileage Reimbursement. When a Council member uses their personal vehicle for City travel,the City shall reimburse the Council Citywide T r a v e l Policy 5 1 P a g e member for mileage up to,but not more than,the Federal per mile reimbursement rate. Total allowable mileage shall be calculated from Tigard City Hall to the lodging location and back. If required, additional mileage may be granted under certain circumstances. No other means of fuel or mileage reimbursement shall be approved by the City. 6.1.2.2.1. The City shall use an online travel/map site such as Mapquest or Google Maps to develop the total allowable mileage distance. 6.2. Air Travel. The City shall pay actual cost for a Council member's City business travel. All Council members shall utilize coach when traveling commercial airline. Reservations,where possible,should be made at least fourteen(14) or more days in advance to take advantage of any and all available discounts. Increased fees related to late booking may be disallowed unless documented with a sound business reason. Council members may at their own expense pay to upgrade their airline accommodations or alter their flight itinerary for personal business. 6.2.1. Contracted Travel Agent. Council members are strongly encouraged to utilize the City's Contracted Travel Agent for air fare during City travel. 6.2.1.1. Government Air Fare. The City's Contracted Travel Agent is authorized to provide the City with government air fare ("City Pairs") which are contracted,discounted,unrestricted,and one-way fares that require little advance reservation and have no cancellation or transfer penalties. Council members should seek to use these fares in order to maximize the benefits to the City. 6.2.1.2. Booking. This City is able to book air transportation through the Contracted Travel Agent either online or through an agent via the telephone. Council members should take every effort to use online booking to reserve air travel to maximize cost savings for the City. 6.2.2. Discount Travel Sites. Council members may,with documentation of the reasoning,use discount travel sites such as Expedia,Travelocity,Hotwire, Orbitz,or Priceline. 6.2.3. Airline Direct Booking. Council members may,with documentation of the reasoning,book air transportation directly with the airline. As this tends to be the most expensive option,it should be the last option and have solid documentation of the reason for the expense. 6.2.4. Cancelled/Missed Flights. Should a non-refundable flight need to be cancelled for either City-related business or a medical or family emergency beyond a Council member's control,the City,in so long as documentation and approval are placed in the travel file,shall incur the cost of the air fare. If the flight is cancelled or missed due to any neglect,mistake,or other fault Citywide Travel Policy 6 I P age of the registered Council member,the Council member shall bare the cost of the ticket and all associated costs. 6.3. Rental Cars. The City will pay actual for rental vehicles when it is found to be an economical and efficient means of transportation for an employee during travel. Authorization for a rental vehicle must be obtained during the pre-authorization process for the travel. 6.3.1. Contracted Travel Agent. Council members are strongly encouraged to utilize the City's Contracted Travel Agent for rental vehicles during City travel. 6.3.1.1. Contracted Rental Car Company. The City has a Contracted Rental Car Company and the City's Contracted Travel Agent is authorized to book against this agreement. 6.3.1.2. Booking. This City is able to book rental vehicles through the Contracted Travel Agent either online or through an agent via the telephone. Council members should take every effort to use online booking to reserve air travel to maximize cost savings for the City. 7. LODGING The City shall pay true actual cost,up to the GSA daily per diem rate 7.1. Receipts. A detailed receipt is required for any lodging incurred during an employee's travel. For lodging expenses,the receipt must detail the following: 7.1.1. Name of the hotel 7.1.2. Address of the hotel 7.1.3. Name of the guest 7.1.4. Number of guests 7.1.5. Dates occupying the room 7.1.6. Room number 7.1.7. Total cost of the stay 7.1.8. Room rate 7.1.9. Lodging tax,and 7.1.10. Breakout of individual charges (room service,parking,etc). 7.2. Lodging Per Diem Allowance. Lodging expenses are paid by the City at actual cost up to the specific GSA daily maximum allowable rate in effect at the time of travel for the specific area or locality. 7.2.1. The GSA rates can be found at this link: GSA Domestic Per Diem Rates. 7.2.2. The City Council shall have the authority to approve lodging expenses over the GSA daily maximum allowable rate when unusual conditions exist. The cost overage shall require written documentation by the traveling Council Citywide Travel Policy 7 I P a g e member detailing the reason for the higher expenditure. This documentation must be included with the final travel reconciliation. 7.3. Conference/Training Official Hotel. If a Council member attends a conference or training and stay at the official hotel where the conference or training is being held,the City shall cover,within reason and with prior approval,all actual lodging costs if the rate exceeds the GSA lodging per diem allowance for the city. If this exception is granted,the Council member must book the cheapest available room or personally pay the difference between the room they book and the room with the lowest rate. This exception serves to save the City additional incidental costs such as a rental car or other transportation fees. 7.4. Alternative Lodging. The intent of this section is to reimburse Council members that use their personal travel trailer or motor home during official City travel and • should result in an economic benefit to the City. The daily maximum allowable reimbursement rate for all alternative lodging shall be$25. It is intended that the alternative lodging reimbursement rate apply for any overnight City travel. 8. MEALS As a meal allowance during City related travel,Council members shall receive a daily per diem equal to the GSA daily rate for the destination city. 8.1. Multiple Locations/Single Rate. The City shall use a single per diem threshold rate for an entire day. If a Council member travels to more than one location in one day,the per diem allowance shall be for the location in which the Council member spends the night. On the final day of travel,the per diem threshold shall be for the location in which the Council member stayed the last night. 8.2. U.S. General Services Administration Daily Rate (GSA). The daily meal per diem shall be equal to the U.S. General Services Administration's (GSA) established daily rates for the travel destination City. 8.2.1. The GSA rates can be found at this link: GSA Domestic Per Diem Rates. 8.3. Conference/Training Provided Meals. When meals are provided by the conference/training and paid for through the Council member's registration,the daily per diem shall be reduced for that particular meal. See Section 8.4 for a breakdown of the meal percentages. 8.3.1. If the meal is an optional piece of the conference or training registration process,the Council member shall have the choice to participate in the meal or,instead,to receive the meal as part of the daily per diem. 8.4. Meal Allowance Breakdown. The City shall use the following meal breakdown: 8.4.1. Breakfast. Equals 25%of daily allowance. 8.4.2. Lunch. Equals 25% of daily allowance. 8.4.3. Dinner. Equals 50% of daily allowance. Citywide Travel Policy 8 I P a g e 8.5. Travel Day Meals. The City shall provide a percentage of the daily per diem on travel days according to the following schedule (per IRS rules the City cannot pay more than 75%of the maximum daily allowance during travel days): Outbound (Leaving) 8.5.1. Prior to Noon—75%. When a Council member leaves on travel between prior to Noon the Council member shall be entitled to 75%of the daily per diem. 8.5.2. Between Noon and 7:00 p.m.—50%. When a Council member leaves on travel between Noon and 7:00 p.m. the Council member shall be entitled to 50%of the daily per diem. 8.5.3. After 7:00 p.m.—0%. When a Council member leaves on travel after 7:00 p.m. the Council member shall not be entitled to any percentage of the daily per diem for that day. Inbound (Returning) 8.5.4. Prior to Noon—25%. When a Council member arrives home from travel between prior to Noon the Council member shall be entitled to 25% of the daily per diem. 8.5.5. Between Noon and 7:00 p.m.—50%. When a Council member arrives home from travel between Noon and 7:00 p.m. the Council member shall be entitled to 50%of the daily per diem. 8.5.6. After 7:00 p.m.—75%. When a Council member arrives home from travel after 7:00 p.m. the Council member shall be entitled to 75 of the daily per diem. 8.6. Allowance Paid to Council Member in Advance. Council member shall receive their meal allowance prior to their departure. Reimbursement shall be in accordance with the Accounts Payable check printing schedule and Council members are responsible for ensuring their meal allowance check is received before departure. 8.7. Alcohol. At no point or under any circumstance shall the City pay any alcohol expense incurred during a meal or travel. Any alcohol which is purchased by a Council member must be paid for at the time by the Council member and must be on a separate check. 9. PAYMENT METHODS The City's preferred method of payment during City travel is a City Purchasing Card. Other means of payment shall remain available but every effort must be taken to use a purchasing card then at all possible. 9.1. Purchasing Cards. The City preferred mean of purchase during City travel. The Purchasing Card is a City-issued MasterCard that can be used nearly anywhere Citywide Travel Policy 9 1 P a g e f MasterCard is accepted. Many employees,including Council members,have been issued an individual Purchasing Card and it is this card that should be used by the Council member during City travel. If a traveling Council member has not been issued an individual Purchasing Card,Travel Cards are available for issuance during travel. Follow the City's established procedures to utilize the Travel Cards. 9.2. City Check. Under a limited number of situations,a City-issued check may be used to pay for a portion of the travel costs. A traveling Council member's meal allowance per diem shall be processed in advance of travel under this method. Council members shall follow the City's established procedures,which shall include documenting the reasoning for a check rather than a Purchasing Card,to obtain a travel-related check. 9.3. Council Member Reimbursement. Under rare circumstances,and with detailed documentation, the City may directly reimburse a Council member for costs incurred during travel. 10. PERSONAL EXPENSES The City,with very limited exception,shall not pay for any personal expenses incurred during City business travel. 10.1. Combining Personal Travel with City Business Travel. The City's policy for business travel does allow for combining personal travel with business travel with additional rules. 10.1.1. Personal Portion of Trip. If a Council member combines personal travel with City business travel,the City will pay only the actual costs associated with City business,any additional cost shall be incurred by the Council member. 10.1.2. Airline Costs. When a Council member combines personal travel with City business travel and airfare is required,the City shall pay no more than the lowest cost of round-trip coach airfare for the days that the City business would have required. Any additional cost due to an extended personal stay shall be borne by the Council member. 10.2. Alcohol. See Section 8.7. 10.3. Entertainment Expenses. The City shall not pay,at any time, for any entertainment expenses incurred by a Council member on official City business. Entertainment expenses shall include,but not necessary be limited to,the following: 10.3.1. Movies,including in-room 10.3.2. Health Club/Gym Fees 10.3.3. Sporting Events 10.3.4. Golf(Including Conference-related Tournaments) 10.3.5. Spa Services Citywide Travel Policy 10 I Page Refer to Oregon Ethic Laws for further details on entertainment expenses. 10.4. Personal Grooming Items or Services. At no time,and for no reason,shall the City pay for any personal grooming items or services during a Council member's time on City business travel. 10.5. Personal Phone Calls. No personal phone calls while on travel shall be paid by the City other than the following exception: 10.5.1. Personal telephone calls to immediate family members or significant others to confirm the traveler's well-being while on overnight travel are allowed under this policy. The Council member shall be allowed one phone call a day while on travel for not more than ten (10) minutes. The City does encourage the traveler to use a personal cell phone in lieu of this personal call allowance when at all possible. 11. TRAVEL RECONCILIATION Within five (5) business days of return from any City business travel a Council member must submit to the FIS Department's Accounts Payable Office a completed and authorized Travel Reconciliation Statement. The City shall develop guidelines to assist Council member through the travel reconciliation process. 12. COMPLIANCE AUDITING The City's FIS Department shall conduct routine review of a Department's travel records to ensure compliance with all aspects of this Travel Policy. The FIS Department,working with the City Manager's Office,may implement appropriate and progressive sanctions for inappropriate use of City funds related to travel. All Council members must fully comply with requests for records and documentation supporting any and all travel expenses. LOCAL TRAVEL 13. LOCAL TRAVEL METHODS 13.1 Personal Vehicle. The City may authorize Council members to use their own vehicles for City travel when it is in the benefit of the City. Use of a personal vehicle during City travel must be authorized prior to a Council member utilizing their personal vehicle for business purposes. 13.2 Insurance. Council members that use their private vehicle for City business are required to have personal automobile liability insurance to provide the primary coverage for any accidents involving that vehicle. Documentation of said coverage must be on file with the City's Risk Management Office. 13.3 Vehicle Stipend. Council members'vehicle stipend shall cover any travel to and from local meetings. There shall be no additional mileage reimbursement. 13.4 Non-City Employee Ride-Along. Per the City's Personnel Policy: Citywide Travel Policy 11 I P a g e "Family members or other non-City employees shall not be transported in city vehicles except as specifically authorized by the department director or consistent with department policy or in cases in which the city vehicle is regularly assigned to the employee as a provision of an employment contract" As such, family member or other non-City employees may accompany a Council member in a City-owned vehicle during City-related travel with the appropriate approvals. 14. LOCAL MEALS Meals that do not include both overnight travel and a distance of more than fifty (50) miles from Tigard City Hall shall be considered a local meal in accordance with IRS regulations and are therefore taxable. Local meals should be part of a meeting involving outside agency personnel or be part of a local training or conference event. The City shall allow such meals for Council members with appropriate documentation and approval. 14.1 Reimbursement for Local Meal. Payment for a Local Meal shall be made through employee reimbursement only due to the meals taxable status and no other payment method shall be acceptable. 14.1.1 Receipts. A document detailing an expense incurred. To be valid,a receipt for a meal must provide the name and address of the business,the date of the purchase,an itemized description of the goods or service purchased,and the amount of the purchase. Summary receipts shall not suffice as proper documentation. 14.1.2 Local Meal Reimbursement Form. Reimbursements to Council members for taxable meals shall be processed on a Local Meal Reimbursement Form and submitted to Payroll no more frequently than monthly. 14.1.3 Alcohol. At no point or under any circumstance shall the City pay any alcohol expense incurred during a local meal. A so&;L• 1 Tigard City Council on January 14,2014. I Joh .Cook,Mayor . Martha L.Wine, Manager Citywide Travel Policy 12 1 Page AIS-1584 10. Business Meeting Meeting Date: 01/14/2014 Length (in minutes): 10 Minutes Agenda Title: Amend City Manager Employment Agreement Submitted By: Sandy Zodrow, City Management Item Type: Motion Requested Meeting Type: Council Business Meeting - Main Public Hearing: No Publication Date: Information ISSUE Should the City Council amend the City Manager Employment Agreement to reflect any adjustment in compensation based on the results of their recent Annual Performance Review, and authorize the Mayor to sign the amendment?And if there are any changes to compensation,what will the effective date of those changes be? STAFF RECOMMENDATION / ACTION REQUEST KEY FACTS AND INFORMATION SUMMARY On July 1, 2012, the Council amended (#1) Section 3, Compensation, of the Employment Agreement between the City Manager and the City to pay the Employee an annual base salary of$130,000, reflecting a voluntary $10,000 reduction in salary, due to FY 12-13 budget constraints. Council conducted an Annual Performance Review for the City Manager during Executive Session at its December 17, 2013 meeting, as required by the Employment Agreement. At this time the Council may consider and take action regarding any compensation adjustment(s) based on job performance. OTHER ALTERNATIVES No change in compensation COUNCIL GOALS, POLICIES, APPROVED MASTER PLANS As related to in the Annual Performance Review and goals DATES OF PREVIOUS COUNCIL CONSIDERATION December 17, 2013 -Annual Performance Review of City Manager by City Council Attachments No file(s)attached. 4 City of Tigard, Oregon .114 • Affidavit of Posting TIGARD In the Matter of the Proposed Ordinance(s) I i/ `2/ k /(/ STATE OF OREGON ) County of Washington ) ss. City of Tigard ) I, V 011« 11f,-1 ,being first duly sworn (or affirmed),by oath (or affirmation),depose and say: That I posted in the following public and conspicuous places,a copy of Ordinance IX Number(s) I tl 91 1 �f- 2-- which were adopted at the City Council meeting of 9 cow_L2. r') Leith a copy(s) of said Ordinance(s) being hereto attached and by reference made a part hereof, on the /c day of 1—a_ i.t 44, ,20 /, . 1.Tigard City Hall, 13125 SW Hall Blvd.,Tigard, Oregon 2. Tigard Public Library, 13500 SW Hall Blvd.,Tigard, Oregon 3. Tigard Permit Center, 13125 SW Hall Blvd.,Tigard,Oregon ("*"..."0, Signature of Person who Performed Posting Subscribed and sworn (or affirmed) before me this ,.Ofd day of ___51aZVZ12Zg__,20/V . OFFICIAL SEAL V" ~ CAROL A KRAGER Signature of Notary Public r Oregon NOTARY PUBLIC-OREGON ';' COMMISSION NO.445625 MY COMMISSION EXPIRES FEBRUARY 23,2014 I:ladmluthyvamt'post ordinance 2008.doc 4 t CITY OF TIGARD, OREGON TIGARD CITY COUNCIL ORDINANCE NO. 2014- C AN ORDINANCE ANNEXING TWO (2) PARCELS OF LAND AND A PORTION OF RIGHT OF WAY TOTALLING APPROXIMATELY 8.07 ACRES, APPROVING THE EAST BULL MOUNTAIN CITY PROPERTY AND WILMINGTON LANE ANNEIXATION (ZCA2013- 00004) AND WITHDRAWING PROPERTY FROM THE TIGARD WATER DISTRICT, WASHINGTON COUNTY ENHANCED SHERIFF'S PATROL DISTRICT AND WASHINGTON COUNTY URBAN ROADS MAINTENANCE DISTRICT. WHEREAS, the City of Tigard is authorized by ORS 222.120(4)(b), ORS 222.125, and ORS 222.170(1) to annex contiguous territory upon receiving written consent from owners of land in the territory proposed to be annexed; and WHEREAS, the City of Tigard is authorized by ORS 222.120(5) and 222.520 to withdraw property which currently lies within the boundary of the Tigard Water District,Washington County Enhanced Sheriffs Patrol District and Washington County Urban Roads Maintenance District upon completion of the annexation; and WHEREAS, the Tigard City Council held a public hearing on January 14, 2014, to consider the annexation of two (2) parcels (Washington County Tax Map (WCTM) 2S104DC, Tax Lots 5800 & 5900) of land located on SW Alpine Crest Way and a portion of right-of-way along SW Wilmington Lane, and withdrawal of said parcel from the Tigard Water District, Washington County Enhanced Sheriffs Patrol District and Washington County Urban Roads Maintenance District;and WHEREAS, pursuant to Metro 3.09, ORS 222.120 and 222.524, notice was given and the City held a public hearing on the issue of the annexation into the City and on January 14,2014;and WHEREAS, pursuant to ORS 222.524, the City must declare the withdrawal of the annexed property from the Tigard Water District, Washington County Enhanced Sheriffs Patrol District and Washington County Urban Roads Maintenance District; and WHEREAS, the Tigard Development Code states that upon annexation, the zone is automatically changed to the City zoning which most closely implements the City's comprehensive plan map designation or to the City designations which are the most similar; and WHEREAS, the annexation has been processed in accordance with the requirements of Metro 3.09 and has been reviewed for compliance with the Tigard Community Development Code and the Comprehensive Plan and the annexation substantially addresses the standards in Metro 3.09 regulating annexations;and WHEREAS, the Tigard City Council has carefully considered the testimony at the public hearing and determined that withdrawal of the annexed property from the applicable service districts is in the best interest of the City of Tigard. ORDINANCE No. 14- Q Page 1 • NOW,THEREFORE,THE CITY OF TIGARD ORDAINS AS FOLLOWS: SECTION 1: The Tigard City Council hereby annexes the subject parcel and right of way as described and shown in the attached Exhibits "A", `B", "C" & "D", and withdraws said parcels from the Tigard Water District, Washington County Enhanced Sheriffs Patrol District and Washington County Urban Roads Maintenance District. SECTION 2: The Tigard City Council adopts the "Staff Report to the City Council" (ZCA20013- 00004) as findings in support of this decision; a copy of the staff report is attached hereto as Exhibit "E" and incorporated herein by this reference. SECTION 3: This ordinance shall be effective 30 days after its passage by the Council, signature by the Mayor and posting by the City Recorder. SECTION 4: City staff is directed to take all necessary measures to implement the annexation, including filing certified copies of the Ordinance with Metro for administrative processing, filing with state and county agencies as required by law, and providing notice to utilities. SECTION 5: Pursuant to ORS 222.120(5), the effective date of the withdrawal of the property from the Tigard Water District, Washington County Enhanced Sheriffs Patrol District and Washington County Urban Roads Maintenance District shall be the effective date of this annexation. SECTION 6: In accordance with ORS 222.180, the annexation shall be effective upon filing with the Secretary of State. PASSED: By LA n(i fl i,'' I)0LAS vote of all Council members present after being read by number and title only, this ) -1 { day of j( & (\& . C L u_ ,2014. ` J l llACIA .-r\k' L,4)) Ct t Cc C Catherine Wheatley, City Recorder APPROVED: By Tigard City Council this day of (1 lik a 1\1_,/ , 2014. J A.proved as to fo John. . Cook,Mayor dig/Ab.■.!■ 10- . —City Attorney I 4 • 9-° ' 4— Date ORDINANCE No. 14- Page 2 EXHIBIT A Exhibit A Tax Lot 5800 Real property in the County of Washington,State of Oregon,described as follows: PARCEL I: The South 10 acres of the Southwest one-quarter of the Southeast one-quarter of Section 4,2 South,Range I West,of the Willamette Meridian,in the County of Washington and State of Oregon. EXCEPTING the West 462 feet thereof. PARCEL II: Also a non-exclusive,perpetual easement for road and utility purposes on,over,under and across the East 50 feet of the following described tract: Beginning at a stone marking the quarter section corner of the North line of Section 9,Township 2 South,Range 1 West,of the Willamette Meridian;and running thence South 0°35'East along the quarter section line 1238.5 feet to an iron in the center of County Road;thence along County Road South 61°27'East 707.7 feet to an iron pipe in the center of County Road,which iron marks the Southwest corner of the Moler tract;thence North 0°35'West along the West line of the Moler tract, 1581 feet to an iron on North line of said Section 9;thence on section line South 89°36'West 618.] feet to the place of beginning. NOTE:This Legal Description was created prior to January 01,2008. Tax Lot 5900 Real property in the County of Washington,State of Oregon,described as follows: A TRACT OF LAND IN SECTION 4,TOWNSHIP 2 SOUTH,RANGE I WEST,OF THE WILLAME 1 I E MERIDIAN,IN THE COUNTY OF WASHINGTON AND STATE OF OREGON,DESCRIBED AS FOLLOWS: BEGINNING AT THE ONE-QUARTER CORNER OF THE SOUTH LINE OF SAID SECTION 4; THENCE NORTH 0° 14'40" WEST, 330.0 FEET, MORE OR LESS, TO THE NORTHWEST CORNER OF THE SOUTH 10.0 ACRES OF THE SOUTHWEST ONE- QUARTER OF THE SOUTHEAST ONE-QUARTER OF SAID SECTION 4; THENCE NORTH 80° 45' 40" EAST ALONG THE NORTH LINE OF SAID 10.0 ACRE TRACT, A DISTANCE OF 462.0 FEET TO A POINT;THENCE SOUTH 0° 14'40" EAST, PARALLEL WITH THE WEST LINE OF SAID 10.0 ACRE TRACT, 330.0 FEET, MORE OR LESS, TO THE SOUTH LINE OF SAID SECTION 4;THENCE SOUTH 89°45'40" WEST,462.0 FEET TO THE PLACE OF BEGINNING. ANNEXATION CER1 IFIED EXCEPTING THEREFROM THE FOLLOWING: BY Page 5 of 7-SPECIAL WARRANTY DEED 100N-701e speeal aw5 ;0VL )N COUNTY A& 1 ;,AR1OGRAPHY Appendix A A-g City of Tigard East Bull Mountain Park THE WESTERLY 2 ACRES OF THE FOLLOWING TRACT OF LAND IN SECTION 4, TOWNSHIP 2 SOUTH,RANGE 1 WEST,OF THE WILLAMETTE MERIDIAN,IN THE COUNTY OF WASHINGTON AND STATE OF OREGON,DESCRIBED AS FOLLOWS: BEGINNING AT THE ONE-QUARTER CORNER OF THE SOUTH LINE OF SAID SECTION 4; THENCE NORTH 0° 14'40" WEST, 330.0 FEET, MORE OR LESS, TO THE NORTHWEST CORNER OF THE SOUTH 10.0 ACRES OF THE SOUTHWEST ONE- QUARTER OF THE SOUTHEAST ONE-QUARTER OF SAID SECTION 4; THENCE NORTH 80° 45' 40" EAST ALONG THE NORTH LINE OF SAID 10.0 ACRE TRACT, A DISTANCE OF 462.0 FEET TO A POINT; THENCE SOUTH 0° 14'40' EAST, PARALLEL WITH THE WEST LINE OF SAID 10.0 ACRE TRACT, 330.0 FEET, MORE OR LESS TO THE SOUTH LINE OF SAID SECTION 4;THENCE SOUTH 89°45'40" WEST,462.0 FEET TO THE PLACE OF BEGINNING. 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All Appendix A City of Tigard East Bull Mountain Park I EXHIBIT C i 1 WESTLAKE CONS Ill.TANTS INt• ENGINEERING •SURVEYING •PLANNING Phone 503 684-0652 Spectrum Development Fax 503 624-0157 Road and Utility easement Project No. 1724-34(D) EXHIBIT A Highland Hills Subdivision Legal Description January 11,2012 A tract of land situated in a portion of Section 9 Township 2 South,Range I West,of the Willamette Meridian,City of Tigard,Washington County,Oregon,being a portion of that tract of land as conveyed by deed to,Shirley K.Rippey,January 11, 1971,in Book 803,Page 479,Washington County Deus Records and being more particularly described as follows: Beginning at the southeasterly corner of said Rippey tract,said point being South 00°05'57"East. 19.63 feet more or less from the southwesterly corner of Lot 33,Raven Ridge,a duly recorded subdivision in said Washington County, Thence South 89°54'03"West along the southerly boundary line of said Rippey tract,93.00 feet; Thence continuing along said southerly boundary line,North 89°58'11"West,250.00 feet more or less to the southwesterly corner of said Rippey tract; Thence departing said southerly boundary line,North 00°05'57"West along the westerly boundary line of said Rippey tract, 10.02 feet; Thence departing from said westerly boundary line,along a non-tangent 22.00 foot radius curve to the left, through a central angle of 39°27'45",(chord bears South 70°14'18"East,14.85 feet)an arc distance of 15.15 feet; Thence South 89°58'11"East, 150.04 feet; Thence along a 168.00 foot radius curve to the left,through a central angle of 13°38'34",(chord bears North 83°12'32"East,39.91 feet)an arc distance of 40.00 feet to the point of reverse curve; Thence along a 203.00 foot radius curve to the right,through a central angle of 13°31'44",(chord bears North 83°09'07"East,47.82 feet)an arc distance of 47.93 feet; Thence North 89°54'59"East,91.86 feet,more or less,to a point on the easterly boundary line of said Rippey tract; 'Thence along said easterly boundary line,South 00°05'57"East, 15.44 feet to the Point of Beginning. Containing 3166 square feet of land more or less. REGISTERED PROFESSIONAL LAN SURVEYOR ANNEXATION CERTIFIED VEYO �� BY OREGON&92 ALIT_ 0 $ ii;i'/ JOHN P. TACCHINI 2267 WASHINGTON COON'Y A& 1 6 3� -/Z OARTOGRAPNY RENEWAL 111724-034.10114ignland Hills SDlSurve 111oeddl.11tiliiy_tase 120711.00C Pacific Corporate Came,.15115.S W Soquo,a Partway Suits 150.Tigard,Oregon 97224 Pegs 1 of I Appendix B B-10 City of Tigard East Bull Mountain Park - 0> ':v v 0 m • x d pp SHIRLEY K. RIPPEY a PARCEL 2 800K 803. " r. rrI PAGE 479 - R=22.00' Ra203.00' CO 8 A 3927'45' S 13'31'44" 25' NON-EXCLUSIVE R■168.00' L=47.93' 'O L=15.15' ROADWAY EASEMENT A 13'38'34" N83•09'07"E LOT 33 p 8 570'14'18"E PER 8498, P387 L-40.00' 47.82' m o 14.85' N8312'32"E RAVEN RIDGE 39.91' N89'54'59"£ r SW CDR. v -589 58'11"E rJ LOT 33 °i 150.04' 91.86' 500'05'57"E 15.44' / / //////// ///!///// /A,'/,/I////// _ a BEGINN N00'O5'57"W 1 0.02' _ -_ - �- - - - �f f f S.W.WILMINGTON LANE i 2gg�g 50.00'11"w ___-- 7- i _ _ I ��~�'_ — - 589'54'03"w —1_4.- --I--I 1 93.00' Q -, Il DOC. NO. T I RAVEN RIDGE O. 2006-050755 I HIGHLAND HILLS I 1 LOT 32 (FUTURE SUBDIVISION) z n ` 3 REGISTERED D PROFESS!ONA� �' Z EXHIBIT B LAN SURVEYOR -, z w LOCATED IN THE NORTHEAST 1/4 �!� O� !� OF SECTION 9, TOWNSHIP 2 trIN SOUTH, RANGE 1 WEST, W.M., OREGON ° I 1 O WASHINGTON COUNTY, OREGON '•JANUARY 15. 1987 �] n bD ' Z JOHN P. TACCHINI n O ^ (7 2267 = IT1 SCALE 1"� 40' ---4 i,' �) DATE:02/28/201 1 3 06-30-12 n T DRAWN BY: IpT ��1 j WESTLAKE RENEWAL DATE ' m covsul.rANTS, INC. v CHECKED BY.JPT REV: 01/11/12 ENGINEERING • 9"."--'NG •PIwN.N NG til 172454_X1 20711.0 WO JOB N0.01/11/12 5115 5.w SEQUOIA PKWY 5'C ISG TIGARD OREGON 97224 (503) 6Ea-0652 �,,I W FAX (503) 824-0157 p„y I�1 W F:1 U LL J. Hearing Date: Jan y 14.2014 Time: 7;30 PM STAFF REPORT TO THE CITY COUNCIL FOR THE CITY OF TIGARD, OREGON TIGARD 120 DAYS = N/A SECTION I. APPLICATION SUMMARY FILE NAMES AND NUMBERS: ZONE CHANGE ANNEXATION (ZCA) ZCA2013-00004: East Bull Mountain—City Property/Wilmington Lane Annexation ZCA2013-00006: Locust Street Annexation APPLICANT: City of Tigard OWNER: City of Tigard Kim McMillan 13125 SW Hall Blvd. 13125 SW Hall Blvd. Tigard,OR 97223 Tigard, OR PROPOSAL: A request to annex city owned properties and right-of-way into the City of Tigard. The areas to be annexed are known as sites A, B, and C. Site A is made up of two parcels totaling 8 acres. Site B is a portion of SW Wilmington Lane right-of-way (3,166 square feet). Site C is a city owned property on Locust Street (1,986 square feet) that will be dedicated as right-of-way. LOCATION: The properties to be annexed are found within two different areas of Washington County. Sites A & B are located on the east side of Bull Mountain within a small unincorporated island of Washington Cou nty. The Locust Street property is within Metzger and lies between SW 87 and 90 Avenues. Site A: 13950 SW Alpine Crest Way; Washington County Tax Assessor's Map (WCTM) 2S104DC,Tax Lots 5800 and-5900. Site B: No address or map and parcel number. Site C: No address;WCTM 1S135AA,Tax Lot 00701. COUNTY ZONES: R6: Residential, 5 units/acre minimum density, 6 units/acre maximum density. TO: 18-24 (Transit Oriented Residential District, 18-24 units per acre). CITY ZONES: R-7: Medium Density Residential District. R-4.5:Low Density Residential District APPLICABLE REVIEW CRITERIA: The approval standards for annexations are described in Community Development Code Cha ters 18.320 and 18.390, Comprehensive Plan Goal 1, Goal 11, Goal 12, and Goal 14;ORS Chapter 222;Metro Code Chapter 3.09. E BULL MTN CITY PROPERTY/WILMINGTON LN/LOCUST ST ANNEXATIONS ZCA2013-00004&ZCA2013-00006 PAGE 1 OF 11 SECTION II. STAFF RECOMMENDATION Staff recommends that the Council find that the proposed annexations (ZCA2013-00004 and ZCA2013-00006) meet all the approval criteria as identified in ORS Chapter 222, Metro Code Chapter 3.09, Community Development Code Chapters 18.320 and 18.390, and the following Comprehensive Plan Goals and Policies: Goal 1.1; Goal 11.1, Policy 4; Goal 11.3, Policy 6; and Goal 14.2, Policy 1-4. Therefore, staff recommends APPROVAL of ZCA2013-00004 and ZCA2013-00006 by adoption of the attached ordinances. SECTION III. BACKGROUND INFORMATION Site A: Site A consists of two parcels (tax lots 5800 and 5900) totaling 8 acres that are located within a small island of unincorporated Washington County properties on the east side of Bull Mountain. The island consists of five parcels. Annexation of one of the other parcels within the island was recently approved (ZCA2013-00003 Otis Annexation) but was not effective at the writing of this report. The owner of the remaining two parcels is not interested in annexing at this time. Tax lot 5800 is developed with a vacant, single-family home served by a se?tic tank and city water from SW Alpine Crest Way. Tax lot 5900 is undeveloped. Both parcels are heavi-y wooded with the exception of the house location. In 2012 the city purchased the two parcels for a future park along with an adjoining parcel to the west. The adjoining parcel is already within the city boundary and will be maintained as open space. Approval for park development will be requested once the properties are within the city. Park development is not proposed with thus application. Preliminary park plans include removal of the existing single family home, and construction of a shelter, utility shed, and sport court. Picnic tables, play structures, and accessible pathways are also anticipated. Site B: Site B is a portion of Wilmington Lane right-of-way that was deeded to the City of Tigard by the adjoining property owner to the north (Rippey). The Highland Hills subdivision, south of Wilmington Lane, was approved by Washington County in 2008 and subsequently annexed into Tigard. One of the conditions of the subdivision was to extend'Wilmington Lane to the westerly boundary of the subdivision. Constructing the street within the confines of the subdivision would have resulted in a substandard street. Conveyance of the property by the adjoining owner allowed construction of the full street but happened after annexation of the subdivision. This request is to annex a small portion of Wilmington Lane (3,166 square feet),which is a city street. Site C: Site C is a small parcel (1,986 square feet) on the north side of Locust Street west of the Hall Boulevard intersection. In 1989 and 1990 the City of Tigard performed street improvements to SW Locust Street. These improvements included installations of utilities as well as widening and realignment of the roadway. It was necessary for the city to purchase property in unincorporated Washington County to avoid improvements being constructed on private property. Following annexation, the city will dedicate the property as public right-of-way within the city's boundary. SECTION IV. APPLICABLE CRITERIA,FINDINGS AND CONCLUSIONS City: Community Development Code Chapters 18.320 and 18.390; Comprehensive Plan Goal 1.1; Goal 11.1 (Policy 4), and Goal 11.3 (Policy 6), Goal 14.2 (Policies 1-4). State: ORS Chapter 222 Regional:Metro Code Chapter 3.09 A.CITY OF TIGARD COMMUNITY DEVELOPMENT CODE(TITLE 18) Staff has determined that the proposal is consistent with the relevant portions of the Community Development Code based on the following findings: E BULL MTN CITY PROPERTY/WILMINGTON LN/LOCUST ST ANNEXATIONS ZCA2013-00004&ZCA2013-00006 PAGE 2 OF 11 Chapter 18.320.020.B: Approval Process and Standards. Approval Criteria. The decision to approve, approve with modification, or deny an application to annex property to the City shall be based on the following criteria: 1.All services and facilities are available to the area and have sufficient capacity to provide service for the proposed annexation area; The City of Tigard Comprehensive Plan's Public Facilities and Services Chapter states that for the purposes of the Comprehensive Plan, public facilities and services refer to stormwater management,water supply and distribution,wastewater management, community facilities,and private utilities. In addition the Comprehensive Plan Glossary includes public safety,parks, and transportation. All services are available to the proposed annexation sites and have adequate capacity to serve future development. Site B is existing right-of-way for SW Wilmington Lane, and Site C will be dedicated as right-of-way for SW Locust Street. All services are available in the area for these two sites, but services are not needed. Individual services or facilities serving Site A are discussed in further detail below. Water — City of Tigard/Tigard Water District. Sites A lies within the Tigard Water Service Area and the existing house is already served by city water through a 4-inch line from SW Alpine Crest Way. In addition, there are 6 and 8-inch lines in adjacent streets (SW Ridgefield Lane and SW Fernridge Terrace). There is capacity to serve future park improvements. Sewer—City of Tigard/Clean Water Services. The vacant home on Site A is served by septic. Existing sanitary lines are available at the north and east property lines. Clean Water Services is the sewer provider in the surrounding area. There is adequate capacity to serve the existing home or future park uses. Stormwater — Clean Water Services. Clean Water Services is the current provider of stormwater services in this area. Storm drainage can be directed to existing stormwater facilities to the east. Capacity is adequate to serve the existing single-family home or future park improvements on Site A. Streets — City of Tigard Engineering Division. Site A is currently served by a private access easement from SW Alpine Crest \Vay; however three public streets stub to the site (SW Alpine Crest Way and SW Fernridge Terrace to the north and SW Ridgefield Lane to the east). The proposed annexation will not impact the current private access and street extension will be addressed with future park development. The property is within the Washington County Urban Road Maintenance District and will be removed from the district upon annexation. Police — City of Tigard Police Department. Police services are currently provided by the Washington County Sheriff. If approved, the property will be withdrawn from the Enhanced Sheriff's Patrol District. The City of Tigard Police ce Department was contacted by city staff regarding the annexation. Tigard Police expressed no objections to the proposal. Fire—Tualatin Valley Fire and Rescue F &R). The subject property is in Tualatin Valley Fire and Rescue's (TVF&R's) service area. The TV &R District currently provides services to Site A, which will not change following annexation. The Fire District has personnel and equipment in the area that can respond to an emergency incident and implement such actions as may be necessary for fire and/or rescue operations. Parks—City of Tigard. Site A is planned for a future neighborhood park,which will add to the city's park capacity. CONCLUSION: Based upon this review, staff finds that all public services and facilities (as defined by the Comprehensive Plan) are available to the proposed annexation territory and have sufficient capacity to provide service; however these services are not needed for sites B and C because they are now or will be dedicated right-of-way. The proposed annexation will not reduce the level of services within the City of Tigard. This criterion is met. 2. The applicable Comprehensive Plan policies and implementing ordinance provisions have been satisfied. FINDINGS: The following Comprehensive Plan goals and policies apply to the proposed annexation: Goal 1.1; Goal 11.1, Policy 4; Goal 11.3, Policy 6; and Goal 14, Policy 1- 4. Staff has determined that the E BULL MTN CITY PROPERTY/WILMINGTON LN/LOCUST ST ANNEXATIONS ZCA2013-00004&ZCA2013-00006 PAGE 3 OF II proposal has satisfied the applicable Comprehensive Plan policies based on the following findings: Goal 1.1: Citizen Involvement. The City shall provide citizens, affected agencies and other jurisdictions the opportunity to participate in all phases of the planning process. The City maintains an ongoing citizen involvement program. To assure citizens will be rovided an opportunity to be involved in all phases of the planning process, the City provides notice for Type IV land-use applications. The City posted, mailed and published notice of the public hearing as follows. The City posted the hearing notice at four public places on December 20, 2013: Tigard Library, Tigard City Hall, Tigard Permit Center, and near the proposed annexation areas. The City published notice of the hearing in The Tigard Times for two successive weeks (January.2 and January 9, 2014) prior to the January 14, 2014 public hearing. The City also mailed notice to all interested parties and surrounding property owners within 500 feet on December 24, 2013. Goal 11.1: Public Facilities and Services. Policy 4. The City shall require the property to be located within the city limits prior to receiving City stormwater services. Stormwater service near Sites A and B is provided by Clean Water Services. Annexation is not necessary to receive stormwater service. A city stormwater line runs through Site C; however service is not needed for this site. Policy 6. The City shall require the property to be located within the city limits prior to receiving City wastewater services. Sites B and C (existing and future rights-of-way) will not require wastewater service. The existing, vacant home on Site A will be demolished. Future park development will likely include portable restrooms, meaning sanitary service will not be needed. However, annexation of this area will ensure that city sanitary service will not be extended outside city limits if needed for future development. The applicant will not receive City services prior to annexation. Goal: 14.2. Implement the Tigard Urban Services Agreement through all reasonable and necessary steps, including the appropriate annexation of unincorporated properties. Policy 1. The City shall assign a Tigard zoning district designation to annexed property that most closely conforms to the existing Washington County zoning designation for that property. The applicable Tigard zoning district designations are addressed below in the findings for Section 18.320.020.C. Policy 2. The City shall ensure that capacity exists, or can be developed, to provide needed urban level services to an area when approving annexation. Capacity has been addressed above,consistent with this policy. Policy 3.The City shall approve proposed annexations based on findings that the request: A. can be accommodated by the City's public facilities and services; and The availability of the City's public facilities and services has been addressed above, consistent with this policy. B. is consistent with applicable state statute. As reviewed in this report, staff finds that the provisions of ORS 222 have been met, consistent with this policy. Policy 4. The City shall evaluate and may require that parcels adjacent to proposed annexations be included to:A) avoid creating unincorated islands within the City;B) enable public services to be efficiently and effectively extended to the entire area; or C) implement a concept plan or sub-area master plan that has been approved by the Planning Commission or City Council. E BULL MTN CITY PROPERTY/WILMINGTON LN/LOCUST ST ANNEXATIONS ZCA2013-00004&ZCA2013-00006 PAGE 4 OF I1 Sites A and B lie within an island of unincorporated Washington County. There are five parcels with three owners within this island. Two of the parcels owned by the city are included in this proposed annexation. An additional parcel was recently approved for annexation into the city (ZCA2013-00003). The property owner of the remaining two parcels was approached by city staff for annexation; however the owner has indicated no interest in annexing at this time. The proposed annexation will result in a smaller island. Site A was purchased by the city in 2012 for park development to implement the City of Tigard Park System Master Plan. The plan outlines the need to acquire park property and construct park improvements, to preserve open spaces, enhance water quality and provide recreational opportunities. Annexation will allow the city to pursue development of park facilities on this property. Annexation will allow public services to be more efficiently and effectively provided because city improvements will be located within the boundary. CONCLUSION: Annexation of additional parcels is not possible at this time. The city has coordinated with all jurisdictions and agencies within/near the annexation sites. The City of Tigard has the services/facilities available and at adequate capacity to serve the sites. The proposed annexation is consistent with applicable Comprehensive Plan policies. This criterion is met. Chapter 18.320.020.0 Assignment of comprehensive plan and zoning designations. The comprehensive plan designation and the zoning designation placed on the property shall be the city's zoning district which most closely implements the city's or county's comprehensive plan map designation. The assignment of these designations shall occur automatically and concurrently with the annexation. In the case of land which carries county designations, the city shall convert the county's comprehensive plan map and zoning designations to the city designations which are the most similar. FINDINGS: Site A is currently zoned R-6 (Washington County). This zone is intended for residential development at no more than 6 units per acre and no less than 5 units per acre. Table 18.320.1 in the Tigard Community Development Code (TCDC) summarizes the conversion of the county's plan and zoning designations to city designations which are most similar. According to this table, the city designation most similar to county R-6 is city R-7 zoning. Site B is right-of-way and has no zoning, but zoning of adjacent parcels within city boundaries is R-T. Site C is currently zoned county TO: 18-24 (Transit Oriented, 18-24 units per acre). Table 18.320.1 does not designate an equivalent city zone. The site will be dedicated as city right-of-way following annexation; therefore city R-4.5 (Low Density Residential) is proposed to match the zoning of adjacent properties within Tigard that are located on the south side of Locust Street. Once the parcel is dedicated to city right-of-way, zoning will no longer be applicable. CONCLUSION: Upon annexation Site A will be zoned city R-7, which most closely implements Washington County's comprehensive plan and zoning designations (R-6). Site C will be zoned city R-4.5 to match nearby properties within the city boundary. This criterion is met. Chapter 18.390.060: Type IV Procedure Annexations are processed by means of a Type IV procedure, as governed by Chapter 18.390 of the Community Development Code (Title 18) using standards of approval contained in 18.390.020.B, which were addressed in the previous section. Chapter 18.390 requires City Council to hold a hearing on an annexation. It also requires the City to provide notice at least 20 days prior to the hearing by mail and to publish notice at least 10 business days prior to the hearing. City staff mailed notices to other agencies and utilities on December 9, 2013 and property owners within 500 feet on December 24, 2013. A notice was Jpublished in The Tigard Times for two successive weeks Qanuary 2, 2014 &January 9, 2014) prior to the anuary 14, 2014 public hearing. Additionally, Chapter 18.390.060 sets forth five factors for consideration when making a Type IV decision: 1. The Statewide Planning Goals and Guidelines adopted under Oregon Revised Statutes Chapter 197; FINDINGS: The city's Comprehensive Plan has been acknowledged by the Land Conservation and Development Commission to be in compliance with state planning goals and as reviewed above, the E BULL MTN CITY PROPERTY/WILMINGTON LN/LOCUST ST ANNEXATIONS ZCA2013-00004&ZCA2013-00006 PAGE 5 OF I I • annexation proposal is consistent with Tigard Comprehensive Plan goals and policies. CONCLUSION: The proposal is consistent with the city's acknowledged Comprehensive Plan. Therefore,the proposal complies with statewide planning goals,including citizen involvement,public facilities,transportation,and urbanization. 2.Any federal or state statutes or regulations found applicable; FINDINGS: ORS 222: State law (ORS 222.120(4)(b), ORS 222.125 and ORS 222.170(1)) allows for a city to annex contiguous territory when owners of land in the proposed annexation territory submit a petition to the legislative body of the city. In addition, ORS 222.111(2) allows for a city to act on its own motion to annex contiguous territory. A city is not required to hold an election for such an annexation if it follows the noticing procedures for a public hearing per ORS 222.120. ORS 222.120 requires the city to hold a public hearing before its legislative body (City Council) and provide public notice to be published once each week for two successive weeks prior to the day of the hearing, in a news aper of general circulation in the city, and shall cause notices of the hearing to be posted in four public places in the city for the same two week period. The owner of the subject parcels has submitted petitions for annexation to the City. The subject parcel is contiguous to the City's boundary. City staff mailed notice on December 24, 2013, and published public notice in The Tigard Times for two successive weeks (January 2 and January 9, 2014) prior to the January 14, 2014 public hearing and posted the hearing notice for public view on December 20, 2013 in the Tigard Library,Tigard City Hall,Tigard Permit Center,and near the proposed annexation sites. CONCLUSION: Staff finds that the provisions of ORS 222 have been met. 3.Any applicable METRO regulations; Chapter 3.09 of the Metro Code (Local Government Boundary Changes) includes standards to be addressed in annexation decisions, in addition to local and state review standards. Staff has reviewed the Metro regulations for Local Government Boundary Changes and addressed the applicable regulations (Metro Code 3.09.045(d) & (e) and 3.09.050) below: FINDINGS: Metro 3.09.045 (d) and (e) The proposed annexation is not being reviewed through an expedited process, but subsections (d) of Metro Code 3.09.050 requires that the standards of 3.09.045 (d) & (e) be addressed. (d) To approve a boundary change through an expedited process, the city shall: (1) Find that the change is consistent with expressly applicable provisions in: (A) Any applicable urban service agreement adopted pursuant to ORS 195.065; The Tigard Urban Service Agreement (TUSA) is between the City, County, Metro, and the service Districts for water, sewer, transportation, parks and public safety. The agreement outlines the role, provision, area, and planning/coordination responsibilities for service providers operating in the Tigard Urban Services Area. These services are addressed above at the beginning of this report. The Urban Planning Area Agreement (UPAA) between the City and the County provides coordination of comprehensive planning and development, defines the area of interest, and includes policies with respect to the active planning area and annexation. The agreement states that "so that all properties within the Tigard Urban Service Area will be served by the City, the County and City will be supportive of annexations to the City." The applicable annexation policies include the assignment of comprehensive plan and zoning designations E BULL MTN CITY PROPERTY/WILMINGTON LN/LOCUST ST ANNEXATIONS ZCA2013-00004&ZCA2013-00006 PAGE 6 OF 11 addressed earlier in this report and acknowledgements that the City is the ultimate service provider of urban services within the 'Tigard Urban Service Area. The City has adhered to the Comprehensive Planning and Development Policies outlined in the UPAA, and provided notice to/requested comments from Washington County prior to the public hearing. (B) Any applicable annexation plan adopted pursuant to ORS 195.205; These statutes outline the process for annexations initiated by a city or district, including public hearings and voting procedures. This statute is not applicable since the annexation was initiated by the property owner. The property owner (City of Tigard)has submitted a petition to annex. There are no registered voters at the sites. (C)Any applicable cooperative planning agreement adopted pursuant to ORS 195.020(2) between the affected entity and a necessary party; ORS195.020(2) speaks to cooperative agreements between counties or Metro with each special district that Sprovides an urban service within the boundaries of the county or the Metropolitan Service District. pecial districts would include fire, water, school, and sewer districts. These districts are the same within the county and city with the exception of the sewer district, which will be the City of Tigard following development of the subdivision. Planning for these areas will still be considered by the same special districts upon annexation due to existing agreements with the City. (D)Any applicable public facility plan adopted pursuant to a statewide planning goal on public facilities and services; and The City of Tigard Public Facility Plan was adopted in 1991 in compliance with statewide planning goals and Oregon Administrative Rule 660-11. A revised plan is currently being developed as part of periodic review and the River Terrace Community Plan. New Comprehensive Plan goals and policies for public facilities were adopted in 2008 (Goal 11), and the applicable goals and policies were addressed previously in this report. The proposed annexation is consistent with the Tigard Public Facility Plan. (E) Any applicable comprehensive plan; and The Tigard Comprehensive Plan applies in this case. Applicable policies are satisfied as addressed previously in this report. (2) Consider whether the boundary change would: (A) Promote the timely, orderly and economic provision of public facilities and services; (B) Affect the quality and quantity of urban services; and (C) Eliminate or avoid unnecessary duplication of facilities or services. The proposed annexation will allow urban services to be provided for any future development of the sites, which are currently planned for a city park and rights-of-way. Site A is currently developed with a vacant, single-family home on septic, already served by city water, and served by Washington County and Tualatin Valley Fire and Rescue (TVF&R). Upon annexation sanitary sewer and storm can be extended to serve future development. In addition, Tigard Police will serve the site instead of Washington County Sherriff. TVF&R will continue to provide service as it is a county-wide provider. (e) A city may not annex territory that lies outside the UGB, except it may annex a lot or parcel that lies partially within and outside the UGB. Neither a city nor a district may extend water or sewer services from inside a UGB to territory that lies outside the UGB. The property to be annexed is not outside the UGB. This criterion is not applicable. Metro 3.09.050 (b) (b) Not later than 15 days prior to the date set for a change decision, the approving entity shall E BULL MTN CITY PROPERTY/WILMINGTON LN/LOCUST ST ANNEXATIONS ZCA2013-00004&ZCA2013-00006 PAGE 7 OF 11 make available to the public a report that addresses the criteria in subsection (d) below, and that includes at a minimum the following: The staff report was available December 30,2013, fifteen days prior to the public hearing. (1) The extent to which urban services presently are available to serve the affected territory including any extra territorial extensions of service; As addressed previously in this report, urban services are available and can be extended if necessary to the affected territory. (2) Whether the proposed boundary change will result in the withdrawal of the affected territory from the legal boundary of any necessary party; and The proposed territory will remain within Washington County but will be required to be withdrawn from the Washington County Enhanced Sheriffs Patrol District and Urban Road Service District upon completion of the annexation. This withdrawal is incorporated into the proposed ordinance. (3) The proposed effective date of the boundary change. The public hearing will take place January 14, 2014. If the Council adopts findings to approve ZCA2013- 00004 and ZCA2013-00006, the effective date of the annexations will be upon filing with the Secretary of State office per Oregon Revised Statutes (ORS 222.180) or 30 days following City Council adoption, whichever is later. (c) The person or entity proposing the boundary change has the burden to demonstrate that the proposed boundary change meets the applicable criteria. The proposed boundary change meets the applicable criteria as demonstrated in this staff report. (d) To approve a boundary change, the reviewing entity shall apply the criteria and consider the factors set forth in subsections (d) and (e) of Section 3.09.045. The criteria and factors outlined in subsections (d) and (e) of Section 3.09.045 have been previously addressed in this report. CONCLUSION: As shown in the above findings the proposed annexation satisfies the Metro Code regulations related to Local Government Boundary Changes. This criterion is met. (Tigard CDC 18.390.060 continued) 4.Any applicable comprehensive plan policies; and FINDINGS: Findings addressing the applicable Comprehensive Plan policies were provided previously in this report. CONCLUSION: As previously demonstrated, the proposed annexation is consistent with all applicable comprehensive plan policies. 5.Any applicable provisions of the City's implementing ordinances. FINDINGS: Resolution 13-08 extended previously approved incentives for property owners that voluntary annex into the city limits through February 2014. The properties to be annexed are owned by the city and are not subject to property tax. Therefore, the provisions of Resolution 13-08 do not apply in this case. SECTION VII. STAFF&AGENCY COMMENTS Tigard Police reviewed the proposed annexation and have no objections. No other comments were received. E BULL MTN CITY PROPERTY/WILMINGTON LN/LOCUST ST ANNEXATIONS ZCA2013-00004&ZCA2013-00006 PAGE 8 OF 11 SECTION VIII. PUBLIC COMMENTS The City mailed notice to surrounding property owners within 500 feet. No written public comments were received. December 30.2013 PREPARED BY: Cheryl Caines DATE Associate Planner December 30.2013 REVIEWED BY: Tom McGuire DATE Asst. Community Development Director E BULL MTN CITY PROPERTY/WILMINGTON LN/LOCUST ST ANNEXATIONS ZCA2013-00004&ZCA2013-00006 PAGE 9 OF 11 S. Mr 1111` ��� East Bull NIountain • i jog Ciri- fro erh- � `iIm' t u r■-.-./ � ,• ,, �� o n Lame i e .�• tu�esation Location Li! c.=igatd Ctigr.,c,---'----- '■. ..., n Mga-d C ity Bo undary :z..z,-;7 z Rc • D¢ta 4icrcce SITE A — I -L., :: C Y. 05 - -- E./.s_..... \ fs•-...„.......,....„ . . ... CSNIRE LR s _ f1 Rt.•.7, / , K'- \ i t// /" '- r /// //// / /' //// /i " /// � � 2 � L'5800/ / �— -- /'ii /;1: ac /// // /"/ es'. `/jr //' //f' /� / / ` / ' a`OG i. / , ) i II a . . ____ r . i 1 .. II f SI'T'E B ST=A td FS Llc 1 �_ ! f 1\--T-'.-7 ; ' / • r . ._ _ _ II I t ~�_- i s �� -rt II tr •, ... 1 , . MI r• c -- �OtTa•IS TC• Lh; s ax _ - _ ..• �— ` Cy iRP ST ...a Ala .: fi ::..i —'4,..5 1!ATa.ix•,.7.yaPR:.a i.r�ar_ ......2- --.- II dO I I HOYd 3 r. I.. 90000-£IOZY DZ'Q 40000-£LOZYDZ !;NTOI.r. N JJV.TN.r..nf(YT/rv'r /X.T.NRer rxd,t.r.r1 nr.r.wTmu HALL BLVD E.5 • CITY OF TIGARD,OREGON TIGARD CITY COUNCIL ORDINANCE NO. 2014- U, AN ORDINANCE ANNEXING ONE (1) PARCEL OF LAND TOTALLING APPROXIMATELY 1,986 SQUARE FEET, APPROVING THE LOCUST STREET ANNEXATION (ZCA2013-00006) AND WITHDRAWING PROPERTY FROM THE WASHINGTON COUNTY ENHANCED SHERIFF'S PATROL DISTRICT AND WASHINGTON COUNTY URBAN ROADS MAINTENANCE DISTRICT. WHEREAS, the City of Tigard is authorized by ORS 222.120(4)(b), ORS 222.125, and ORS 222.170(1) to annex contiguous territory upon receiving written consent from owners of land in the territory proposed to be annexed;and WHEREAS, the City of Tigard is authorized by ORS 222.120(5) and 222.520 to withdraw property which currently lies within the boundary of the Washington County Enhanced Sheriffs Patrol District and Washington County Urban Roads Maintenance District upon completion of the annexation;and WHEREAS, the Tigard City Council held a public hearing on January 14, 2014, to consider the annexation of one (1) parcel (Washington County Tax Map 1S135AA,Tax Lot 701) of land located on SW Locust Street, and withdrawal of said parcel from the Washington County Enhanced Sheriffs Patrol District and Washington County Urban Roads Maintenance District;and WHEREAS, pursuant to Metro 3.09, ORS 222.120 and 222.524, notice was given and the City held a public hearing on the issue of the annexation into the City and on January 14,2014;and WHEREAS,pursuant to ORS 222.524, the City must declare the withdrawal of the annexed property from the Washington County Enhanced Sheriffs Patrol District and Washington County Urban Roads Maintenance District;and WHEREAS, the Tigard Development Code states that upon annexation, the zone is automatically changed to the City zoning which most closely implements the City's comprehensive plan map designation or to the City designations which are the most similar; and WHEREAS, the annexation has been processed in accordance with the requirements of Metro 3.09 and has been reviewed for compliance with the Tigard Community Development Code and the Comprehensive Plan and the annexation substantially addresses the standards in Metro 3.09 regulating annexations;and WHEREAS, the Tigard City Council has carefully considered the testimony at the public hearing and determined that withdrawal of the annexed property from the applicable service districts is in the best interest of the City of Tigard. NOW,THEREFORE,THE CITY OF TIGARD ORDAINS AS FOLLOWS: ORDINANCE No. 14- 0 Page 1 SECTION 1: The Tigard City Council hereby annexes the subject parcel and right of way as described and shown in the attached Exhibits "A" and `B", and withdraws said parcels from the Washington County Enhanced Sheriffs Patrol District and Washington County Urban Roads Maintenance District. SECTION 2: The Tigard City Council adopts the "Staff Report to the City Council" (ZCA2013- 00006) as findings in support of this decision; a copy of the staff report is attached hereto as Exhibit"C" and incorporated herein by this reference. SECTION 3: This ordinance shall be effective 30 days after its passage by the Council, signature by the Mayor and posting by the City Recorder. SECTION 4: City staff is directed to take all necessary measures to implement the annexation, including filing certified copies of the Ordinance with Metro for administrative processing, filing with state and county agencies as required by law, and providing notice to utilities. SECTION 5: Pursuant to ORS 222.120(5),the effective date of the withdrawal of the property from the Washington County Enhanced Sheriffs Patrol District and Washington County Urban Roads Maintenance District shall be the effective date of this annexation. SECTION 6: In accordance with ORS 222.180, the annexation shall be effective upon filing with the Secretary of State. PASSED: By U nail,r atc vote of all Council memb , present after being read by number and title only,this / • day of C,. rL.wr +,,ma.- ,2014. = a c: Catherine Wheatley, City Recorder APPROVED: By Tigard City Council this + day of C .(. cA. ,2014. Approved as to form: Jo Cook,Mayor City Attorney 1! t ( q - 7 Date ORDINANCE No. 14- 0� Page 2 EXHIBIT A ANNEXATION DESCRIPTION A tract of land situated in the Northeast one-quarter of Section 35,Township 1 South,Range 1 West, Willamette Meridian,Washington County,Oregon, being described as follows: Beginning at a point which is N BY 37'22"E a distance of 152.72 feet from the northeast corner of Lot 3,Block 3 of the Plat of the Town of Metzger; Thence N 00'26'00"W a distance of 5.58 feet to a non- tangent curve to the right; Thence along said curve to the right with a radius of 445.00 feet,a central angle of 1'27'44",(a chord which bears S 65'39'41"E,11 36 feet)and a length of 11.36 feet to a point of tangency; Thence 5 64'55'49"E a distance of 73.08 feet to the point of curve of a curve to the left; Thence along said curve to the left with a radius of 385.00 feet,a central angle of 8'57'54",(chord which bears 5 69°24'46"E,60 18 feet)and a length of 60.24 feet; Thence 5 26'53'30"W a distance of 6.29 feet; Thence S 89'42'30"W a distance of 2.30 feet to a point of curve of a curve to the right; Thence along said curve to the right with a radius of 164.90 feet,a central angle of 43'31'30",(a chord which bears N 68°31'45"W,122.28 feet)and a length of 125 27 feet to a point of reverse curve to the left; Thence along said curve to the left with a radius of 240.00 feet,a central angle of 4'24'0D",(a chord which hears N 48'58'03"W,18.43 feet)and a length of 18 44 feet to the point of beginning. 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' '• - �"-'LO. .I- _'� _e_i.�:.. ,. . S3-- 1- P i.q"`sr52t ��{ � ,:. � � T a i 'r I •: "1 +� • P. : - I 1 ! um :, T.w n g 9 y�0 - `t PLOT DATE:December 03,2010 • I ,, k x o 'f i , ;�. FOR ASSE MEN'PURPOSES gala -s N O gyp'RELY ON * • f' - , Air ••- - -... r_ ..r �' O LFOROTHERUSE M • • 15 •ION. if i• 1 Mae '�a�:Jr -1,-, Mw.�I..nY.iw...Iw.,..1.M..MAw1 ,�I �.. 'I • - - - - n..- 1■M ' ,Ia, i E I. t.. ..!.s.e'r.l•N....r.�r......r., 1^i ..� .IY rK -Po wee vw.Mw.w • PINE o . . 11" 'w ._ STREET a OW al was 1S 1 35AA 1S 1TA5AA y t1:1 E.--x1, L6 a e_ Hearing Date: January 14.2014 Time: 7:30 PM STAFF REPORT TO THE CITY COUNCIL :101 FOR THE CITY OF TIGARD, OREGON TIGARD 120 DAYS = N/A SECTION I. APPLICATION SUMMARY FILE NAMES AND NUMBERS: ZONE CHANGE ANNEXATION (ZCA) ZCA2013-00004: East Bull Mountain—City Property/Wilmington Lane Annexation ZCA2013-00006: Locust Street Annexation APPLICANT: City of Tigard OWNER: City of Tigard Kim McMillan 13125 SW Hall Blvd. 13125 SW Hall Blvd. Tigard,OR 97223 Tigard,OR PROPOSAL: A request to annex city owned properties and right-of-way into the City of Tigard. The areas to be annexed are known as sites A, B, and C. Site A is made up of two parcels totaling 8 acres. Site B is a portion of SW Wilmington Lane right-of-way (3,166 square feet). Site C is a city owned property on Locust Street (1,986 square feet) that will be dedicated as right-of-way. LOCATION: The properties to be annexed are found within two different areas of Washington County. Sites A & B are located on the east side of Bull Mountain within a small unincorporated island of Washington Cou nty. The Locust Street property is within Metzger and lies between SW 87 and 90th Avenues. Site A: 13950 SW Alpine Crest Way; Washington County Tax Assessor's Map (WCTM) 2S1O4DC,Tax Lots 5800 and 5900. Site B: No address or map and parcel number. Site C: No address;WCTM 1S135AA,Tax Lot 00701. COUNTY ZONES: R6: Residential, 5 units/acre minimum density,6 units/acre maximum density. TO: 18-24 (Transit Oriented Residential District, 18-24 units per acre). CITY ZONES: R-7: Medium Density Residential District. R-4.5:Low Density Residential District APPLICABLE REVIEW CRITERIA: The approval standards for annexations are described in Community Development Code Chapters 18.320 and 18.390, Comprehensive Plan Goal 1, Goal 11, Goal 12, and Goal 14;ORS Chapter 222;Metro Code Chapter 3.09. E BULL MTN CITY PROPERTY/WILMINGTON LN/LOCUST ST ANNEXATIONS ZCA2013-00004&ZCA2013-00006 PAGE 1 OF 11 SECTION II. STAFF RECOMMENDATION Staff recommends that the Council fmd that the Proposed annexations (ZCA22013-00004 and ZCA2013-00006) meet all the approval criteria as identified in ORS Chapter 222, Metro Code Chapter 3.09, Community Development Code Chapters 18320 and 18.390, and the fallowing Comprehensive Plan Goals and Policies: Goal 11;Goal 11.1, Policy 4;Goal 113, Policy 6; and Goal 14.2, Policy 1-4. Therefore, staff recommends APPROVAL of ZCA2013-00004 and ZCA2013-00006 by adoption of the attached ordinances. SECTION III: BACKGROUND INFORMATION Site A: Site A consists of two parcels (tax lots 5800 and 5900) totaling 8 acres that are located within a small island of unincorporated Washington County properties on the east side of Bull Mountain. The island consists of five parcels. Annexation of one of the other parcels within the island was recently approved (ZCA2013-00003 Otis Annexation) but was not effective at the writing of this report. The owner of the remaining two parcels is not interested in annexing at this time. Tax lot 5800 is developed with a vacant, single-family home served by a septic tank and city water from SW Alpine Crest Way. Tax lot 5900 is undeveloped. Both parcels are heavily wooded with the exception of the house location. In 2012 the city purchased the two parcels for a future park along with an adjoining parcel to the west. The adjoining parcel is already within the city boundary and will be maintained as open space. Approval for park development will be requested once the properties are within the city. Park development is not proposed with this application. Preliminary park plans include removal of the existing single family home, and construction of a shelter, utility shed, and sport court. Picnic tables, play structures, and accessible pathways are also anticipated. Site B: Site B is a portion of Wilmington Lane right-of-way that was deeded to the City of Tigard by the adjoining property owner to the north (Rippey). The Highland Hills subdivision, south of Wilmington Lane, was approved by Washington County in 2008 and subsequently annexed into Tigard. One of the conditions of the subdivision was to extend Wilmington Lane to the westerly boundary of the subdivision. Constructing the street within the confines of the subdivision would have resulted in a substandard street. Conveyance of the property by the adjoining owner allowed construction of the full street but happened after annexation of the subdivision. This request is to annex a small portion of Wilmington Lane (3,166 square feet),which is a city street. Site C: Site C is a small parcel (1,986 square feet) on the north side of Locust Street west of the Hall Boulevard intersection. In 1989 and 1990 the City of Tigard performed street improvements to SW Locust Street. These improvements included installations of utilities as well as widening and realignment of the roadway. It was necessary for the city to purchase property in unincorporated Washington County to avoid improvements being constructed on private property. Following annexation, the city will dedicate the property as public right-of-way within the city's bouncary. SECTION IV. APPLICABLE CRITERIA, FINDINGS AND CONCLUSIONS City: Community Development Code Chapters 18.320 and 18.390; Comprehensive Plan Goal 1.1; Goal 11.1 (Policy 4), and Goal 11.3 (Policy 6),Goal 14.2 (Policies 1-4). State: ORS Chapter 222 Regional:Metro Code Chapter 3.09 A.CITY OF TIGARD COMMUNITY DEVELOPMENT CODE(TITLE 18) Staff has determined that the proposal is consistent with the relevant portions of the Community Development Code based on the following findings: E BULL MTN CITY PROPERTY/WILMINGTON LN/LOCUST ST ANNEXATIONS ZCA2013-00004&ZCA2013-00006 PAGE 2 OF 11 Chapter 18.320.020.B: Approval Process and Standards. Approval Criteria. The decision to approve, approve with modification, or deny an application to annex property to the City shall be based on the following criteria: 1. All services and facilities are available to the area and have sufficient capacity to provide service for the proposed annexation area; The City of Tigard Comprehensive Plan's Public Facilities and Services Chapter states that for the purposes of the Comprehensive Plan, public facilities and services refer to stormwater management,water supply and distribution,wastewater management, community facilities, and private utilities. In addition the Comprehensive Plan Glossary includes public safety,parks, and transportation.All services are available to the proposed annexation sites and have adequate capacity to serve future development. Site B is existing right-of-way for SW Wilmington Lane, and Site C will be dedicated as right-of-way for SW Locust Street. All services are available in the area for these two sites, but services are not needed. Individual services or facilities serving Site A are discussed in further detail below. Water— City of Tigard/Tigard Water District. Sites A lies within the Tigard Water Service Area and the existing house is already served by city water through a 4-inch line from SW Alpine Crest Way. In addition, there are 6 and 8-inch lines in adjacent streets (SW Ridgefield Lane and SW Fernridge Terrace). There is capacity to serve future park improvements. Sewer—City of Tigard/Clean Water Services. The vacant home on Site A is served by septic. Existing sanitary lines are available at the north and east property lines. Clean Water Services is the sewer provider in the surrounding area. There is adequate capacity to serve the existing home or future park uses. Stormwater — Clean Water Services. Clean Water Services is the current provider of stormwater services in this area. Storm drainage can be directed to existing stormwater facilities to the east. Capacity is adequate to serve the existing single-family home or future park improvements on Site A. Streets — City of Tigard Engineering Division. Site A is currently served by a private access easement from SW Alpine Crest Way; however three public streets stub to the site (SW Alpine Crest Way and SW Fernridge Terrace to the north and SW Ridgefield Lane to the east). The proposed annexation will not impact the current private access and street extension will be addressed with future park development. The property is within the Washington County Urban Road Maintenance District and will be removed from the district upon annexation. Police — City of Tigard Police Department. Police services are currently provided by the Washington County Sheriff. If approved, the property will be withdrawn from the Enhanced Sheriff's Patrol District. The City of Tigard Police Department was contacted by city staff regarding the annexation. Tigard Police expressed no objections to the proposal. Fire —Tualatin Valley Fire and Rescue (TVF&R). The subject property is in Tualatin Valley Fire and Rescue's (TVF&R's) service area. The TVF&R District currently provides services to Site A, which will not change following annexation. The Fire District has personnel and equipment in the area that can respond to an emergency incident and implement such actions as may be necessary for fire and/or rescue operations. Parks—City of Tigard. Site A is planned for a future neighborhood park,which will add to the city's park capacity. CONCLUSION: Based upon this review, staff finds that all public services and facilities (as defined by the Comprehensive Plan) are available to the proposed annexation territory and have sufficient capacity to provide service; however these services are not needed for sites B and C because they are now or will be dedicated right-of-way. The proposed annexation will not reduce the level of services within the City of Tigard. This criterion is met. 2. The applicable Comprehensive Plan policies and implementing ordinance provisions have been satisfied. FINDINGS: The following Comprehensive Plan goals and policies apply to the proposed annexation: Goal 1.1; Goal 11.1, Policy 4; Goal 11.3, Policy 6; and Goal 14, Policy 1- 4. Staff has determined that the E BULL MTN CITY PROPERTY/WILMINGTON LN/LOCUST ST ANNEXATIONS ZCA2013-00004&ZCA2013-00006 PAGE 3 OF 11 proposal has satisfied the applicable Comprehensive Plan policies based on the following findings: Goal 1.1: Citizen Involvement. The City shall provide citizens, affected agencies and other jurisdictions the opportunity to participate in all phases of the planning process. The City maintains an ongoing citizen involvement program. To assure citizens will be rovided an opportunity to be involved in all phases of the planning process, the City provides notice for Type IV land-use applications. The City posted, mailed and published notice of the public hearing as follows. The City posted the hearing notice at four public places on December 20, 2013: Tigard Library, Tigard City Hall, Tigard Permit Center, and near the proposed annexation areas. The City published notice of the hearing in The Tigard Times for two successive weeks (January 2 and January 9, 2014) prior to the January 14, 2014 public hearing. The City also mailed notice to all interested parties and surrounding property owners within 500 feet on December 24, 2013. Goal 11.1: Public Facilities and Services. Policy 4. The City shall require the property to be located within the city limits prior to receiving City stormwater services. Stormwater service near Sites A and B is provided by Clean Water Services. Annexation is not necessary to receive stormwater service. A city stormwater line runs through Site C; however service is not needed for this site. Policy 6. The City shall require the property to be located within the city limits prior to receiving City wastewater services. Sites B and C (existing and future rights-of-way) will not require wastewater service. The existing, vacant home on Site A will be demolished. Future park development will likely include portable restrooms, meaning sanitary service will not be needed. However, annexation of this area will ensure that city sanitary service will not be extended outside city limits if needed for future development. The applicant will not receive City services prior to annexation. Goal: 14.2. Implement the Tigard Urban Services Agreement through all reasonable and necessary steps, including the appropriate annexation of unincorporated properties. Policy 1. The City shall assign a Tigard zoning district designation to annexed property that most closely conforms to the existing Washington County zoning designation for that property. The applicable Tigard zoning district designations are addressed below in the findings for Section 18.320.020.C. Policy 2. The City shall ensure that capacity exists, or can be developed, to provide needed urban level services to an area when approving annexation. Capacity has been addressed above,consistent with this policy. Policy 3.The City shall approve proposed annexations based on findings that the request: A. can be accommodated by the City's public facilities and services; and The availability of the City's public facilities and services has been addressed above, consistent with this policy. B. is consistent with applicable state statute. As reviewed in this report, staff finds that the provisions of ORS 222 have been met, consistent with this policy. Policy 4. The City shall evaluate and may require that parcels adjacent to proposed annexations be included to: A) avoid creating unincorporated islands within the City;B) enable public services to be efficiently and effectively extended to the entire area; or C) implement a concept plan or sub-area master plan that has been approved by the Planning Commission or City Council. E BULL MTN CITY PROPERTY/WILMINGTON LN/LOCUST ST ANNEXATIONS ZCA2013-00004&ZCA2013-00006 PAGE 4 OF 11 Sites A and B lie within an island of unincorporated Washington County. There are five parcels with three owners within this island. Two of the parcels owned by the city are included in this proposed annexation. An additional parcel was recently approved for annexation into the city (ZCA2013-00003). The property owner of the remaining two parcels was approached by city staff for annexation; however the owner has indicated no interest in annexing at this time. The proposed annexation will result in a smaller island. Site A was purchased by the city in 2012 for park development to implement the City of Tigard Park System Master Plan. The plan outlines the need to acquire ark property and construct park improvements, to preserve open spaces, enhance water quality andpprovide recreational opportunities. Annexation will allow the city to pursue development of park facilities on this property. Annexation will allow public services to be more efficiently and effectively provided because city improvements will be located within the boundary. CONCLUSION: Annexation of additional parcels is not possible at this time. The city has coordinated with all urisdictions and agencies within/near the annexation sites. The City of Tigard has the services/facilities available and at adequate capacity to serve the sites. The proposed annexation is consistent with applicable Comprehensive Plan policies. This criterion is met. Chapter 18.320.020.0 Assignment of comprehensive plan and zoning designations. The comprehensive plan designation and the zoning designation placed on the property shall be the city's zoning district which most closely implements the city's or county's comprehensive plan map designation. The assignment of these designations shall occur automatically and concurrently with the annexation. In the case of land which carries county designations, the city shall convert the county's comprehensive plan map and zoning designations to the city designations which are the most similar. FINDINGS: Site A is currently zoned R-6 (Washington County). This zone is intended for residential development at no more than 6 units er acre and no less than 5 units per acre. Table 18.320.1 in the Tigard Community Development Code (TCDC) summarizes the conversion of the county's plan and zoning designations to city designations which are most similar. According to this table, the city designation most similar to county R-6 is city R-7 zoning. Site B is right-of-way and has no zoning, but zoning of adjacent parcels within city boundaries is R-7. Site C is currently zoned county TO: 18-24 (Transit Oriented, 18-24 units per acre). Table 18.320.1 does not designate an equivalent city zone. The site will be dedicated as city right-of-way following annexation; therefore city R-4.5 (Low Density Residential) is proposed to match the zoning of adjacent properties within Tigard that are located on the south side of Locust Street. Once the parcel is dedicated to city right-of-way, zoning will no longer be applicable. CONCLUSION: Upon annexation Site A will be zoned city R-7, which most closely implements Washington County's comprehensive plan and zoning designations (R-6). Site C will be zoned city R-4.5 to match nearby properties within the city boundary. This criterion is met. Chapter 18.390.060:Type IV Procedure Annexations are processed by means of a Type IV procedure, as governed by Chapter 18.390 of the Community Development Code (Title 18) using standards of approval contained in 18.390.020.B, which were addressed in the previous section. Chapter 18.390 requires City Council to hold a hearing on an annexation. It also requires the City to provide notice at least 20 days prior to the hearing by mail and to publish notice at least 10 business days prior to the hearing. City staff mailed notices to other agencies and utilities on December 9, 2013 and property owners within 500 feet on December 24, 2013. A notice was Jublished in The Tigard Times for two successive weeks (January 2, 2014 &January 9, 2014) prior to the anuary 14,2014 public hearing. Additionally, Chapter 18.390.060 sets forth five factors for consideration when making a Type IV decision: 1. The Statewide Planning Goals and Guidelines adopted under Oregon Revised Statutes Chapter 197; FINDINGS: The city's Comprehensive Plan has been acknowledged by the Land Conservation and Development Commission to be in compliance with state planning goals and as reviewed above, the E BULL MTN CITY PROPERTY/WILMINGTON LN/L()CUST ST ANNEXATIONS ZCA2013-00004&ZCA2013-00006 PAGE 5 OF 11 annexation proposal is consistent with Tigard Comprehensive Plan goals and policies. CONCLUSION: The proposal is consistent with the city's acknowledged Comprehensive Plan. Therefore, the proposal complies with statewide planning goals,including citizen involvement, public facilities,transportation,and urbanization. 2.Any federal or state statutes or regulations found applicable; FINDINGS: ORS 222: State law (ORS 222.120(4)(b), ORS 222.125 and ORS 222.170(1)) allows for a city to annex contiguous territory when owners of land in the proposed annexation territory submit a petition to the legislative body of the city. In addition, ORS 222.111(2) allows for a city to act on its own motion to annex contiguous territory. A city is not required to hold an election for such an annexation if it follows the noticing procedures for a public hearing per ORS 222.120. ORS 222.120 requires the city to hold a public hearing before its legislative body (City Council) and provide public notice to be published once each week for two successive weeks prior to the day of the hearing, in a news aper of general circulation in the city, and shall cause notices of the hearing to be posted in four public places in the city for the same two week period. The owner of the subject parcels has submitted petitions for annexation to the City. The subject parcel is contiguous to the City's boundary. City staff mailed notice on December 24, 2013, and published public notice in The Tigard Times for two successive weeks (January 2 and January 9, 2014) prior to the January 14, 2014 public hearing and posted the hearing notice for public view on December 20, 2013 in the Tigard Library,Tigard City Hall,Tigard Permit Center,and near the proposed annexation sites. CONCLUSION: Staff finds that the provisions of ORS 222 have been met. 3.Any applicable METRO regulations; Chapter 3.09 of the Metro Code (Local Government Boundary Changes) includes standards to be addressed in annexation decisions, in addition to local and state review standards. Staff has reviewed the Metro regulations for Local Government Boundary Changes and addressed the applicable regulations (Metro Code 3.09.045(d) & (e) and 3.09.050) below: FINDINGS: Metro 3.09.045_0) and (e) The proposed annexation is not being reviewed through an expedited process, but subsections (d) of Metro Code 3.09.050 requires that the standards of 3.09.045 (d) & (e) be addressed. (d) To approve a boundary change through an expedited process, the city shall: (1) Find that the change is consistent with expressly applicable provisions in: (A) Any applicable urban service agreement adopted pursuant to ORS 195.065; The Tigard Urban Service Agreement (TUSA) is between the City, County, Metro, and the service Districts for water, sewer, transportation, parks and public safety. The agreement outlines the role, provision, area, and planning/coordination responsibilities for service providers operating in the Tigard Urban Services Area. These services are addressed above at the beginning of this report. The Urban Planning Area Agreement (UPAA) between the City and the County provides coordination of comprehensive planning and development, defines the area of interest, and includes policies with respect to the active planning area and annexation. The agreement states that "so that all properties within the Tigard Urban Service Area will be served by the City, the County and City will be supportive of annexations to the City." The applicable annexation policies include the assignment of comprehensive plan and zoning designations E BULL MTN CITY PROPERTY/WILMINGTON LN/LOCUST ST ANNEXATIONS ZCA2013-00004&ZCA2013-00006 PAGE 6 OF 11 • • addressed earlier in this report and acknowledgements that the City is the ultimate service provider of urban services within the 'Tigard Urban Service Area. The City has adhered to the Comprehensive Planning and Development Policies outlined in the UPAA, and provided notice to/requested comments from Washington County prior to the public hearing. (B) Any applicable annexation plan adopted pursuant to ORS 195.205; These statutes outline the process for annexations initiated by a city or district, including public hearings and voting procedures. This statute is not applicable since the annexation was initiated by the property owner. The property owner (City of Tigard) has submitted a petition to annex. There are no registered voters at the sites. (C) Any applicable cooperative planning agreement adopted pursuant to ORS 195.020(2) between the affected entity and a necessary party; ORS195.020(2) speaks to cooperative agreements between counties or Metro with each special district that Sprovides an urban service within the boundaries of the county or the Metropolitan Service District. pecial districts would include fire, water, school, and sewer districts. These districts are the same within the county and city with the exception of the sewer district, which will be the City of Tigard following development of the subdivision. Planning for these areas will still be considered by the same special districts upon annexation due to existing agreements with the City. (D) Any applicable public facility plan adopted pursuant to a statewide planning goal on public facilities and services; and The City of Tigard Public Facility Plan was adopted in 1991 in compliance with statewide planning goals and Oregon Administrative Rule 660-11. A revised plan is currently being developed as part of periodic review and the River Terrace Community Plan. New Comprehensive Plan goals and policies for public facilities were adopted in 2008 (Goal 11), and the applicable goals and policies were addressed previously in this report. The proposed annexation is consistent with the Tigard Public Facility Plan. (E)Any applicable comprehensive plan; and The Tigard Comprehensive Plan applies in this case. Applicable policies are satisfied as addressed previously in this report. (2) Consider whether the boundary change would: (A) Promote the timely, orderly and economic provision of public facilities and services; (B) Affect the quality and quantity of urban services; and (C) Eliminate or avoid unnecessary duplication of facilities or services. The proposed annexation will allow urban services to be provided for any future development of the sites, which are currently planned for a city park and rights-of-way. Site A is currently developed with a vacant, single-family home on septic, already served by city water, and served by Washington County and Tualatin Valley Fire and Rescue (TVF&R). Upon annexation sanitary sewer and storm can be extended to serve future development. In addition, Tigard Police will serve the site instead of Washington County Sherriff. TVF&R will continue to provide service as it is a county-wide provider. (e) A city may not annex territory that lies outside the UGB, except it may annex a lot or parcel that lies partially within and outside the UGB. Neither a city nor a district may extend water or sewer services from inside a UGB to territory that lies outside the UGB. The property to be annexed is not outside the UGB. This criterion is not applicable. Metro 3.09.050 (b) (b) Not later than 15 days prior to the date set for a change decision, the approving entity shall E BULL MTN CITY PROPERTY/WILMINGTON LN/LOCUST ST ANNEXATIONS ZCA2013-00004&ZCA2013-00006 PAGE 7 OF 11 4 make available to the public a report that addresses the criteria in subsection (d) below, and that includes at a minimum the following: The staff report was available December 30,2013, fifteen days prior to the public hearing. (1) The extent to which urban services presently are available to serve the affected territory including any extra territorial extensions of service; As addressed previously in this report, urban services are available and can be extended if necessary to the affected territory. (2) Whether the proposed boundary change will result in the withdrawal of the affected territory from the legal boundary of any necessary party; and The proposed territory will remain within Washington County but will be required to be withdrawn from the Washington County Enhanced Sheriffs Patrol District and Urban Road Service District upon completion of the annexation. This withdrawal is incorporated into the proposed ordinance. (3) The proposed effective date of the boundary change. The public hearing will take place January 14,2014. If the Council adopts findings to approve ZCA2013- 00004 and ZCA2013-00006, the effective date of the annexations will be upon filing with the Secretary of State office per Oregon Revised Statutes (ORS 222.180) or 30 days following City Council adoption, whichever is later. (c) The person or entity proposing the boundary change has the burden to demonstrate that the proposed boundary change meets the applicable criteria. The proposed boundary change meets the applicable criteria as demonstrated in this staff report. (d) To approve a boundary change, the reviewing entity shall apply the criteria and consider the factors set forth in subsections (d) and (e) of Section 3.09.045. The criteria and factors outlined in subsections (d) and (e) of Section 3.09.045 have been previously addressed in this report. CONCLUSION: As shown in the above findings the proposed annexation satisfies the Metro Code regulations related to Local Government Boundary Changes. This criterion is met. (Tigard CDC 18.390.060 continued) 4. Any applicable comprehensive plan policies; and FINDINGS: Findings addressing the applicable Comprehensive Plan policies were provided previously in this report. CONCLUSION: As previously demonstrated, the proposed annexation is consistent with all applicable comprehensive plan policies. 5.Any applicable provisions of the City's implementing ordinances. FINDINGS: Resolution 13-08 extended previously approved incentives for property owners that voluntary annex into the city limits through February 2014. The properties to be annexed are owned by the city and are not subject to property tax. Therefore, the provisions of Resolution 13-08 do not apply in this case. SECTION VII. STAFF &AGENCY COMMENTS Tigard Police reviewed the proposed annexation and have no objections. No other comments were received. E BULL MTN CITY PROPERTY/WILMINGTON LN/LOCUST ST ANNEXATIONS ZCA2013-00004&ZCA2013-00006 PAGE 8 OF 11 SECTION VIII, PUBLIC COMMENTS The City mailed notice to surrounding property owners within 500 feet. No written public comments were received. December 30.2013 PREPARED BY: Cheryl Gaines DATE Associate Planner December 30,2013 REVIEWED BY: Tom McGuire DA 1'E Asst. Community Development Director E BULL MTN CITY PROPERTY/WILMINGTON LN/LOCUST ST ANNEXATIONS ZCA2013-00004&ZCA2013-00006 PAGE 9 OF 11 • • , t• II lir MI \ / . .1, _ _„\----- East Bull Mountain City Propertv/Warnington Lane c if ,,,, 4. te- , --,.. _____-- _Annexation Location i r Or st . Cit.:ci":igzad C.aecn SITE A /■ K\1 _r_. - __- -• ..I in s ma T* igard C ia t y,..Boundrair1a.1y?■s Z,S O S•w tg-a6 4r:V:Df.•P,..yYrS-e.I:.L':y Z-,:I tSt:: t- 0100 ._.-...._..... . .. i .. . I a .,, • ... ..:t , ... —_______. 3 . .......,,r1W11-4•gr. . , • . . r/1:5900 1:54t . / .•• . . SITE B I sl i'----NTJA . -- a . • . . , . . . • ■ . . 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