Washington County ~ IG166006 ~ Funding And Construction Of Transportation Improvements On Roy Rogers Road Agreement l C� I lobo 0 oF�
INTERGOVERNMENTAL AGREEMENT
BETWEEN
WASHINGTON COUNTY AND THE CITY OF TIGARD
FOR FUNDING AND CONSTRUCTION OF TRANSPORTATION IMPROVEMENTS ON ROY
ROGERSROAD
This Intergovernmental Agreement is between Washington County, a political subdivision of the State
of Oregon, acting by and through its elected officials, hereinafter referred to as "COUNTY"; and the
City of TIGARD, a municipal corporation, acting by and through its City Council,hereinafter referred
to as "CITY". COUNTY and CITY may be jointly referred to as the "Parties"or individually as
Party.
RECITALS
A. WHEREAS, ORS 190.010 authorizes agencies to enter into intergovernmental agreements for
the performance of any or all functions and activities that a party to the agreement has the
authority to perform; and
B. WHEREAS, recent additions to the region's Urban Growth Boundary in Washington County,
hereinafter referred to as Residential High-Growth Areas, will need transportation
infrastructure to comply with planning requirements and to function successfully; and
C. WHEREAS, COUNTY and cities with Residential High-Growth Areas identified and selected
multiple transportation improvement projects for design and construction which consists of
COUNTY and State facilities located in and near these High Growth Areas(" Residential
High-Growth Area Transportation Funding Program Project List"hereinafter"Project List")
and attached as Exhibit `A'; and
D. WHEREAS, in order to help fund construction of improvements on the Project List, COUNTY
intends to create bonded indebtedness titled the Residential High-Growth Area Bonds based on
the growth of MSTIP funds; and
E. WHEREAS, on June 23, 2015 the Washington County Board of Commissioners approved
Resolution and Order 15-43 establishing the Residential High-Growth Area Transportation
Funding Program; and
F. WHEREAS, Resolution and Order 15-43 calls for the COUNTY to pay for sixty-six point
seven percent (66.7%) of costs and the CITY to pay for thirty-three point three percent (33.3%)
of costs to construct the projects on the Project List that serve both COUNTY and CITY
transportation needs; and
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G. WHEREAS, the Project List includes a project to complete construction of improvements to
Roy Rogers Road from Scholls Ferry Road to a point south of Bull Mountain Road; and
H. WHEREAS, the CITY, consistent with the powers and purposes of city government, finds it
necessary and desirable for the continued growth, safety and welfare of the community that the
Roy Rogers Road improvement project be funded and constructed; and
I. WHEREAS, the COUNTY and CITY find it is beneficial to the public to partner to complete
the Roy Rogers Road improvement project as provided in this Agreement and that such
partnership will minimize disruption of public travel and commerce, establish economies of
scale that will reduce the cost to the public, and provide other good and valuable benefits to the
general public; and
J. WHEREAS,the Parties desire to define the components and estimated cost of the Roy Rogers
Road improvement project, establish COUNTY and CITY funding obligations, provide a
schedule for CITY payments for the improvement project, and otherwise allocate the roles and
responsibilities of each Party as detailed below.
AGREEMENT
NOW, THEREFORE, the premise being in general as stated in the foregoing recitals, and in
consideration of the terms, conditions and covenants as set forth below, the Parties hereto agree as
follows:
1. Project Description. The Roy Rogers Road improvement project,hereinafter referred to as
"PROJECT" and shown generally on the attached Exhibit `13% will include four vehicle travel
lanes, turn lanes as appropriate, pedestrian and bicycle facilities, intersection improvements at
the Bull Mountain Road and Scholls Ferry Road intersections, and improvements to address
connectivity at two additional intersections on Roy Rogers Road between Scholls Ferry Road
and Bull Mountain Road, including the Lorenzo Lane/Jean Louise Road intersection. The
PROJECT description may be amended and extended upon mutual written consent of the
Parties. The PROJECT, as originally planned or extended, shall be designed and constructed in
compliance with County Community Development Code and County Road Design and
Construction Standards in effect at the time of design and construction.
2. Project Design. The COUNTY shall include the CITY on the design team to refine the
PROJECT description, develop the PROJECT design, and review final design plans prior to
bidding. COUNTY agrees to consider CITY comments.
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3. Construction of Proiect. The COUNTY shall perform, or cause to be performed, all actions
necessary for the design and construction of the PROJECT including project management,
design and construction engineering, property acquisition, including right-of-way as necessary,
regulatory and land use permits and approvals, public information, contract administration,
inspection and construction management. COUNTY shall coordinate the design of, advertise
for, award and administer the construction contract for the PROJECT.
4. Project Cost. The Parties agree that the general categories and estimated cost amounts
associated with all aspects of the design, engineering, right-of-way acquisition, permitting,
construction, installation, contingency and related administration of the PROJECT are as
follows:
ITEM AMOUNT
Design $3,400,000
Right-of-Way $1,500,000
Construction $20,000,000
TOTAL PROJECT COST ESTIMATE $24,900,000
4.1 COUNTY and CITY understand and agree that the design, right-of-way and
construction components outlined above are estimates only and are used to determine
project budgets and estimated payment amounts used within this Agreement. Final costs
will be based on the actual contract amount of the schedule of prices and quantities used
and installed. Notwithstanding the estimates shown above, the COUNTY and CITY
agree that the funding contribution of each Party, as set forth in Section 5, shall be
based on actual design invoices,bid prices, construction costs and quantities and non-
construction costs such as account and managing the project.
4.2 Notwithstanding Section 4.1 above, the Parties agree and expressly acknowledge that
the PROJECT cost estimate described above will be reviewed as provided below:
4.2.1 Within thirty(30) days of receipt of COUNTY's 30% design plans,
specifications and engineer's estimate (PSE), the Parties shall review the
estimated PROJECT cost and the COUNTY may consider PROJECT cost
adjustments that do not significantly impact PROJECT description or schedule.
4.2.2 Within thirty(30) days of receipt of COUNTY's 50%PSE, the Parties shall
review the estimated PROJECT cost and the COUNTY may consider PROJECT
cost adjustments that do not significantly impact PROJECT description or
schedule.
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4.2.3 Within thirty(30) days of receipt of COUNTY's 90% PSE, the Parties shall
review the estimated PROJECT cost and the COUNTY may consider PROJECT
cost adjustments that do not significantly impact PROJECT description or
schedule.
4.2.4 Upon public opening of the bid solicitation and before award of any bid,
COUNTY shall provide CITY with bid tabs and other pertinent bid information
of the apparent low bidder. Within fifteen (15) days after receipt of such
information, the Parties shall review and reach agreement in writing on any
adjustments to the estimated PROJECT cost. Failure of the CITY to provide the
COUNTY with comments regarding the estimated PROJECT cost within fifteen
(15) days after public opening of the bid shall be deemed approval of the
estimated PROJECT cost without further action by the COUNTY.
4.3 COUNTY shall provide CITY with a final statement of PROJECT design expenses
within forty five(45) days after completion of the design phase described in Section
4.2. Within forty five (45) days after the completion of the construction contract, the
COUNTY shall provide the CITY with a final statement of construction costs. The total
final PROJECT cost shall be reconciled with the final design and construction cost
statements provided to the CITY.
4.4 The Parties shall meet throughout the PROJECT design process to determine which
portions of the PROJECT will be built by COUNTY's contractor and which will be
built by private development.
5. Project Funding. The Parties agree as follows:
5.1 COUNTY shall fully fund,pursuant to the Residential High-Growth Area Bond, the
PROJECT cost in the estimated amount of$24,900,000 or the PROJECT cost as
adjusted. After repayment by CITY, COUNTY costs shall be in an amount equal to
sixty-six point seven percent (66.7%) of the total final PROJECT cost, less the CITY's
costs as described in Section 5.2.
5.2 CITY shall pay to COUNTY an amount equal to thirty-three point three percent
(33.3%) of the total final PROJECT cost, up to a maximum of$9,000,000, as
determined through the provisions of this Agreement, less the value of any eligible
portions of the PROJECT that are constructed by private development, as described in
Sections 5.2.1, 5.2.2, 5.2.3, and 5.2.4 below.
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5.2.1 Portions of the PROJECT constructed by private development that are eligible
to count toward the CITY's cost contribution shall include: dedication of right-
of-way, construction of sidewalks that are between five and six feet wide,
landscaping and trees as described in the Washington County Road Design &
Construction Standards,bike lanes, street lights, roadway widening to
accommodate general purpose through-lanes and a center left turn lane or
median, traffic signals at the intersection of Roy Rogers Road and Bull
Mountain Road, traffic signals at the intersection of Roy Rogers Road and
Lorenzo Lane/Jean Louise Road, traffic signal modifications at the intersection
of Roy Rogers Road and Scholls Ferry Road, stormwater facilities designed to
treat and manage runoff from Roy Rogers Road, and a proportional share of
regional stormwater facilities designed to treat and manage runoff from Roy
Rogers Road.
5.2.2 Portions of the PROJECT constructed by private development that are not
eligible to count toward the CITY's cost contribution include: traffic signals,
turn lanes and accesses at intersections not provided for in Section 5.2.1, utility
undergrounding, stormwater facilities that are not designed to treat or manage
run off from Roy Rogers Road, landscaping in excess of that described in the
Washington County Road Design & Construction Standards, landscape
maintenance of planted medians, sidewalk width beyond six feet, and sidewalk
length in excess of the length of the adjacent roadway caused by a meandering
design.
5.2.3 CITY shall fully fund portions of the PROJECT outside of the PROJECT
description when requested as a betterment by CITY, including but not limited
to a pedestrian undercrossing at the location of the northernmost Roy Rogers
Road bridge.
5.2.4 Final determination of eligibility and cost contribution under this section shall
be at the sole discretion of the COUNTY.
5.3 CITY has adopted a mutually acceptable funding strategy for repayment of PROJECT
costs, including existing revenue sources (such as the Transportation Development
Tax), supplemental system development charges, and conditions imposed upon private
development to construct portions of the PROJECT, attached as Exhibit `C'.
5.4 CITY shall make annual installment payments to COUNTY for its share of PROJECT
costs no later than March 15th of each year. CITY's obligation to make payments shall
commence in the fiscal year following the fiscal year in which the notice to proceed has
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been issued for the awarded construction bid. The amount will be determined as
follows:
5.5.1 Initial installment payments shall be based on the PROJECT costs determined at
the time of awarding the bid.
5.5.2 Installment payments shall be adjusted when the PROJECT costs are reconciled
as provided in Sections 5.2 and 4.3.
5.5.3 CITY shall make equal annual payments, as described in Sections 5.5.1 and
5.5.2, for ten years or until the amount is paid in full. There is no penalty for
early payment by the CITY,but in no event shall payment extend beyond ten
years except by mutual written consent of the Parties.
5.5 CITY agrees to contribute up to a maximum of$9,000,000 to the PROJECT per its
adopted River Terrace Funding Strategy, including the value of any eligible portions of
the PROJECT that are constructed by development. In no event shall CITY be obligated
to pay the COUNTY more than the total amount described in Section 5.2 in satisfaction
of its funding obligation under this Agreement.
5.6 Nothing in this Agreement obligates the CITY to contribute to any other projects on the
Project List.
6.0 General Provisions
6.1 LAWS OF OREGON
The parties shall comply with all applicable laws and regulations regarding the handling
and expenditure of public funds. This Agreement shall be construed and enforced in
accordance with the laws of the State of Oregon. All applicable provisions required by
ORS Chapter 279A and 279C to be included in public contracts are incorporated and
made a part of this Agreement as if fully set forth herein.
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6.2 DEFAULT
Time is of essence in the performance of the Agreement. Either party shall be deemed
to be in default if it fails to comply with any provisions of this Agreement. The non-
defaulting party shall provide the other party with written notice of default and allow
thirty(30) days within which to cure the defect.
6.3 INDEMNIFICATION
This Agreement is for the benefit of the Parties only. Each Party agrees to indemnify
and hold harmless the other Party, and its officers, employees, and agents, from and
against all claims, demands and causes of actions and suits of any kind or nature for
personal injury, death or damage to property on account of or arising out of services
performed, the omissions of services or in any way resulting from the negligent or
wrongful acts or omissions of the indemnifying party and its officers, employees and
agents. To the extent applicable, the above indemnification is subject to and shall not
exceed the limits of liability of the Oregon Tort Claims Act (ORS 30.260 through
30.300). In addition, each Party shall be solely responsible for any contract claims,
delay damages or similar items arising from or caused by the action or inaction of the
Parties under this Agreement.
6.4 MODIFICATION OF AGREEMENT
No waiver, consent,modification or change of terms of this Agreement shall be binding
unless in writing and signed by both Parties. In the event of unforeseen circumstances
which limit the ability of the CITY to repay its share of PROJECT Costs, the Parties
will meet to negotiate terms which may include changes to future MSTIP projects in the
CITY.
6.5 DISPUTE RESOLUTION
The Parties shall attempt to informally resolve any dispute concerning any Party's
performance or decisions under this Agreement, or regarding the terms, conditions or
meaning of this Agreement. The Parties agree that in the event of an impasse in the
resolution of any dispute, the issue shall be submitted to the COUNTY Director of Land
Use& Transportation and the CITY Manager for recommendation or resolution. If
resolution cannot be reached, a neutral third party may be used if the Parties agree to
facilitate these negotiations.
6.6 REMEDIES
Subject to the provisions in paragraph 6.5, any Party may institute legal action to cure,
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correct or remedy any default, to enforce any covenant or agreement herein, or to enjoin
any threatened or attempted violation of this Agreement. All legal actions shall be
initiated in Washington County Circuit Court. The Parties, by signature of their
authorized representatives below, consent to the personal jurisdiction of that court.
6.7 EXCUSED PERFORMANCE
In addition to the specific provisions of this Agreement, performance by any Party shall
not be in default where delay or default is due to war, insurrection, strikes, walkouts,
riots, floods, drought, earthquakes, fires, casualties, acts of God, governmental
restrictions imposed or mandated by governmental entities other than the Parties,
enactment of conflicting state or federal laws or regulations, new or supplementary
environmental regulation, litigation or similar bases for excused performance that are
not within the reasonable control of the Party to be excused.
6.8 SEVERABILITY
If any one or more of the provisions contained in this Agreement is invalid, illegal or
unenforceable in any respect, the validity, legality and enforceability of the remaining
provisions of the Agreement will not be affected or impaired in any way.
6.9 INTEGRATION
This Agreement is the entire agreement of the Parties on its subject and supersedes any
prior discussions or agreements regarding the same subject.
7. Term of Agreement
7.1 The term of the Agreement shall be from the date of execution until the completion of
the PROJECT and the CITY'S payment obligations, as described in Sections 4 and 5.
Sections 6.3, 6.5, and 6.6 shall survive termination or expiration of this Agreement.
7.2 This Agreement may be amended or extended for periods of up to one(1) year by
mutual written consent of the Parties.
[Signature Page to Follow]
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IN WITNESS WHEREOF, the Parties hereto have set their hands as of the day and year hereinafter
written.
CIT OF,TIGARD, OREGON WASHINGTON COUNTY, OREGON
Andy Du ck
CITY VANAGER/MAYOR CHAIR, BOARD OF COUNTY
COMMISSIONERS
DATE:
DATE:
ATTEST:
RECORDING SE ETARY
CITY RECORDER
APPROVED AS TO FORM:
APPROVED AS TO FORM:
CO T COUNSEL
, f
CIT A T RNEY
APPROVED WASHINGTON COUNTY
BOARD OF COMMISSIONERS
MINUTE ORDER#
DATE
BY
CLFRK Of,i BOARD
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EXHIBIT 'A'
Exhibit `A'
Residential High-Growth Areas Transportation Funding Program Project List—Tigard
Road Extent PROJECT Total Cost County Local Cost TDT
Description' Cost2 Project
Number
Years 1-3' IN
Roy Rogers Rd Scholls Ferry— Widen to 5 lanes $24,900,000 $16,600,000 $8,300,000 TBD
south of Bull
Mountain
Total,Years 1-10 $249900M00 $16,600,000 $8,300,000
Notes:
1. "Widening"projects include pedestrian/bicycle facilities,lighting, stormwater,etc.
2. Project costs are estimates and are subject to change.
3. Transportation Development Tax(TDT)project numbers shown as"TBD"are to be determined when
those projects are added to the TDT Project List.
4. Project timeframes shown are tentative and subject to change.
EXHIBIT 'B'
WASHINGTON COUNTY
OREGON
VICINITY MAP
SW ROY ROGERS ROAD N
SCHOLLS FERRY ROAD TO BULL MOUNTAIN ROAD
Map Date:August 10,2015 PROJECT 100255
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EXHIBIT U
City of Tigard Transportation Funding Strategy for
River Terrace'
ADOPTED STRATEGY
75% Allocation
River Terrace(RT)Transportation Costs $149,600,000
Outside Funding Strategy:
Non-RT Costs & Outside Planning Area/Horizon $76,920,000
Developer Contributions:
Non-creditable Public Costs (Collector Streets) $17,527,000
Private Costs (Neighborhood Routes) $30,000,000
Public Capital Costs $25,153,000
Public Funding Sources:
General Fund Transfers $3,000,000
RT Transportation Utility Fee (TUF) $1,396,800
RT Transportation System Development Charge (TSDC) $1,047,600
Citywide Transportation System Development Charge (TSDC) $8,730,000
Citywide Transportation Development Tax (TDT) $11,039,958
Grants $900,000
Total RT Revenue $26,114,358
Net Revenue $961,358
Summary of Fees and Charges: River Terrace TUF $5
River Terrace TSDC $450
Citywide TSDC $5,000
Citywide TDT $6,323
1) Subsequent SDC methodology report resulted in the adoption of different TSDC fees than shown here.
2) Assumed $28M for River Terrace Blvd and $8M for Roy Rogers Road, not including intersection
improvements.
3) Assumed 75%of Citywide TSDC and TDT collected in River Terrace to stay in River Terrace.