Correspondence q
T I GARD
City of Tigard
December 31,2014
Bonaventure Senior Housing
Attn: Eric Rouse
3425 Boone Rd SE
Salem, OR 97317
Re: Permit No. BUP2014-00157
Dear Mr. Rouse:
The City of Tigard has processed a refund for overpayment of permit fees on the above
referenced permit for the following:
Site Address: 15000 SW Hall Blvd.
Project Name: Bonaventure of Tigard
Job No.: N/A
Refund: ® Check#215959 in the amount of$70,670.03.
❑ Credit card "return" receipt in the amount of$
❑ Trust account"deposit" receipt in the amount of$
Notes: The recalculation of school construction excise tax resulted in a refund per
authorization by the Tigard-Tualatin School District.
If you have any questions please contact me at 503.718.2430.
Sincerely,
Dianna Howse
Building Division Services Coordinator
Enc.
I:\Building\Refundswzstratibng ffrfiHV •4ayT.dllokistA"egon 97223 • 503.639.4171
TTY Relay: 503.684.2772 • www.tigard-or.gov
. . "
Ili City of Tigard
TIGARD Accela Refund Request
co
This form is used for refund requests of land use, development engineering and building permit
application fees. Receipts, documentation and the Request for Permit Action form (if applicable) must
be attached to this request form. Refund requests are due to Accela System Administrator by
each Wednesday at 5:00 PM. .Please allow up to 3 weeks for processing of refunds. Accounts
Payable will route refund checks to Accela System Administrator for distribution to applicant.
PAYABLE TO: Bonaventure Senior Housing DATE: 12/18/2014
Attn: Eric Rouse
3425 Boone Rd SE REQUESTED BY: Dianna Howse ,i t
Salem, OR 97317 `,J.
TRANSACTION INFORMATION:
Receipt#: 198182 Case#: BUP2014-00157
Date: 10/28/2014 Address/Parcel: 15000 SW Hall Blvd.
Pay Method: Check Project Name: Bonaventure of Tigard
EXPLANATION: Recalculation of school construction excise tax resulted in a refund per authorization by
Tigard-Tualatin School District.
REFUND INFORMATION:
Fee Description From Receipt Revenue Account No. Refund
Example: Building Permit Fee Example: 2300000-43104 $Amount
Tig-Tual School CET- Residential 230-0000-24102 $70,670.03
TOTAL REFUND: $70,670.03
APPROVALS: SIGNATURES/DATE:
If under$5,000 Professional Staff
If under$12,500 Division Manager
If under$25,500 Department Manager '/ 1/��,
If under$50,000 City Manager �-i I/ IGi(7 4`?/.L
If over$50,000 Local Contract Review Board
FOR TIDEMARK SYSTEM ADMINISTRATION USE ONLY
Case Refund Processed: Date: 42/S///y By:
I:\Building\Refunds\RefundRequcst.doc x 09/01/2010
Mark VanDomelen SC'-A' I2 2&—Ci2aS
From: Moore, David <dmoore @ttsd.k12.or.us>
Sent: Thursday, December 11, 2014 12:37 PM
To: Mark VanDomelen
Subject: RE: Bonaventure Permits
Mark,
This looks appropriate to me. Please proceed with the refund. Thanks for your patience with us on this.
David
David Moore
Chief Financial Officer
Tigard-Tualatin School District
6960 SW Sandburg Street
Tigard, OR 97223
503-431-4016
dmoore@ttsd.k12.or.us
From: Mark VanDomelen [markv @tigard-or.gov]
Sent: Wednesday, December 10, 2014 12:27 PM
To: Moore, David
Subject: FW: Bonaventure Permits
From: Eric Rouse [mailto:erouse @livebsl.com]
Sent: Wednesday, December 10, 2014 12:04 PM
To: Mark VanDomelen
Cc: Debbie Adamski; Dianna Howse; Kenny Asher
Subject: RE: Bonaventure Permits
Mark,
Attached please find our calculations for the Tigard-Tualatin school tax.To summarize, we paid $183,768.39, based on
the information below our tax can be re-calculated as$113,098.36,triggering a refund of$70,670.03.
Thanks,
Eric
Eric S. Rouse
Project Manager
Bonaventure-
RetirementPerfected.com'"^
3425 Boone Rd SE I Salem, OR 97317
o: 503 373 3162
c: 503 572 0295
1
f: 503 480 3153
erouse@livebsl.com
From: Mark VanDomelen [mailto:markv @ tgard-or.gov]
Sent: Monday, December 01, 2014 8:55 AM
To: Eric Rouse
Cc: Debbie Adamski; Dianna Howse; Kenny Asher
Subject: RE: Bonaventure Permits
Hi Eric,
This is my understanding.The current rate of non-residential use is$.58/sq.ft.The cap for the non-residential for the
current year is$29,200.The current rate for the residential is$1.17/sq.ft. and has no cap. Multifamily is considered
residential. For your building, the entire square footage of the building with dwelling units(including corridors and such)
should be listed and calculated at the residential rate.The portion of the building that does not contain dwelling units
(dining areas,treatment rooms, etc.) should be listed and calculated at the non-residential rate.The cap for the non-
residential rate would kick in if the area of non-residential exceeds 50,345 sq.ft. (29,200/.58=50,345).The total
required Construction Excise Tax(CET) would be the combined residential and non-residential. If the non-residential
exceeds the 50,345 sq.ft.,then it would be$29,200 plus the residential sq.ft.times$1.17.
I hope that makes it clear. Please submit the square footages of each type of use and I will forward your calculations to
Mr. Moore at TTSD to confirm his agreement prior to processing a refund.
Thank you,
Mark VanDomelen
Building Official
City of Tigard
markv @tgard-or.gov
(503)718-2448
From: Debbie Adamski
Sent: Tuesday, November 25, 2014 4:21 PM
To: Mark VanDomelen
Cc: 'Eric Rouse'
Subject: RE: Bonaventure Permits
Mark,
Would you follow-up with Eric on this? Thanks
Debbie Adamski
Senior Permit Technician
City of Tigard I Community Development
13125 SW Hall Blvd.,Tigard, OR 97223
503-718-2450
From: Eric Rouse [mailto:erouse @livebsl.com]
Sent: Tuesday, November 25, 2014 2:25 PM
2
To: Debbie Adamski
Subject: FW: Bonaventure Permits
Debbie,
I left you a voicemail as well. Question:What is the multifamily rate for the School Tax and What is the Commercial
Maximum? Basically, how is the school tax calculated for commercial and residential?
Thanks,
Eric
Eric S.Rouse
Project Manager
Bonaventure®
RetirementPerfected.com'M
3425 Boone Rd SE I Salem,OR 97317
o:503 373 3162
c:503 572 0295
f: 503 480 3153
erouse @livebsl.com
From: Debbie Adamski [mailto:DEBBIE @ tgard-or.gov]
Sent: Thursday, October 23, 2014 5:37 PM
To: Jim Clarkson; Eric Rouse
Subject: Bonaventure Permits
Jim & Eric,
The site work permit,the site utility permit,the building permit and the electrical permit are now ready to be
issued. The fees due for each are attached. We also need to have the contractors identified for the site utility permit
and the electrical permit. The electrical permit application requires a signature of the electrical signing supervisor on it
once the contractor has been determined. We do not require an original signature so you can fax or email it to the
contractor and then back to us.
Per my conversation with Eric, I have Bonaventure Construction as the general contractor. I need to know a CCB number
for Inland for the site work permit so I can verify that I have the correct contractor listed on that permit. Because there
is potable water on the site utility permit the contractor of record will need to be a licensed plumbing contractor, not
just an excavation contractor.
Have a great weekend and we will see you next week!
Debbie Adamski
Senior Permit Technician
City of Tigard I Community Development
13125 SW Hall Blvd.,Tigard, OR 97223
503-718-2450
3
DISCLAIMER: E-mails sent or received by City of Tigard employees are subject to public record laws. If requested, e-mail
may be disclosed to another party unless exempt from disclosure under Oregon Public Records Law. E-mails are retained
by the City of Tigard in compliance with the Oregon Administrative Rules"City General Records Retention Schedule."
4
Bonaventure Of Tigard
Tig-Tual School CET
Total Independent Living Areas w/Dwelling Units 71,708
Total Licensed and Service Areas w/o Dwelling Units 85,516
Total Building Size 157,224
Residential Tax Rate $ 1.17 /SF X 71,708 SF = $ 83,898.36
Non-Residential Tax Rate $ 0.58 /SF $ 29,200.00 Max
Residential Tax $ 83,898.36
Non-Residential Tax $ 29,200.00
Total Tax $ 113,098.36
Paid $ 183,768.39
Refund Amount $ 70,670.03