Metropolitan Land Group, LLC, And Oregon Limited Liability Company ("MLG") ~ AG201002 ~ River Terrace South And West Urban Growth Boundary Expansion Agreement RIVER TERRACE SOUTH and WEST
URBAN GROWTH BOUNDARY EXPANSION AGREEMENT
This Agreement is entered into by and between the City of Tigard, an Oregon municipal corporation
("City')and Metropolitan Land Group, LLC, an Oregon limited liability company("MLG"), individually
referred to as a Party and collectively as the Parties.
RECITALS
WHEREAS,the Tigard City Council's adopted goals for 2019-20 includes Goal 3,which is to ensure Tigard
grows and develops in a smart and inclusive manner. Strategy 3.1 of that goal further aims to:
Secure external resources to:
•Accomplish all planning and outreach activities necessary to expand the City's urban
growth boundary to include the South River Terrace Area. Complete Title 11
compliance,apply to Metro for UGB expansion, and annex South River Terrace.
• Prepare a concept plan for West River Terrace.
The City will direct all work under this goal,which is contingent on:
•All direct, indirect and overhead costs necessary to make South River Terrace
"development-ready"funded by private sector partners and/or through grants prepared
at the expense of the private sector partner.
•The continuation of existing city plans and projects such that they are neither slowed
nor disrupted by River Terrace planning.
•The inclusion of equitable development principles in River Terrace planning.
WHEREAS, MLG has an interest in the South and West River Terrace UGB expansion and is committed to
providing the resources necessary for the City to perform the work,as provided by Council's goals.
WHEREAS, both parties recognize that the opportunity may exist to consider and submit an application
for UGB expansion that would include both South and West River Terrace.
AGREEMENT
NOW THEREFORE, in consideration of the mutual covenants and agreements contained herein, it is
agreed by and between the Parties as follows:
1. Scope of Work. The Parties agree to perform such tasks identified on Exhibit A,attached hereto
and incorporated by this reference(the"Work"). Both parties will use reasonable best efforts
and good faith to effectuate this agreement in the most cost-effective manner.
2. Term. This Agreement is effective OCtZh"!!�f 16 , 2019 and will remain in effect through
December 31, 2024, unless terminated or amended by the Parties, as provided for in this
Agreement.
3. City Responsibilities. City will:
a. Determine,taking into account cost-efficiency and the cost estimates appearing on
Exhibit A,all staffing and support needs to perform the Work, including the ability to
hire temporary, limited duration, permanent,or contract employees;and hire and
manage contractors. Costs for employees and contractors will be reimbursed by MLG
for time spent on Work. The parties agree that the costs in Exhibit A are estimates only
and that reimbursements will be based on actual work performed.
b. Take all measures to complete the Work and each task comprising the Work in as cost-
effective a manner as possible.
c. Review tasks in other planning projects being conducted by City to determine whether
cost-efficiencies may be achieved by completing tasks for such planning project in
conjunction with the Work.
d. Before seeking reimbursement from MLG for any costs,satisfy any cost associated with
the Work from the funds awarded to City under the Metro 2040 grant for all costs for
which such grant funds may be used.
e. Provide cost breakdowns of prior monthly City costs to MLG to be reviewed at monthly
project management meetings of City and MLG as described in Exhibit A,Task 1, and
quarterly invoiced to MLG. Such costs shall include staff, materials,and consultants
determined by City to be necessary to complete the Work. City agrees to include only
the hourly staffing costs attributable to the Work as presented in Exhibit A.
f. Timely submit a letter of interest and full proposal for UGB expansion for Metro's 2020-
2021 planning cycle, on deadlines to be announced by Metro.
4. MLG Responsibilities. MLG will:
a. Meet in monthly project management meetings with City as outlined in Exhibit A,Task 1
to discuss the Work tasks to be completed in the upcoming month and the projected
costs of such tasks,and the tasks completed in the previous month and the detailed cost
breakdowns provided by City for such tasks.
b. Review quarterly invoices provided by City, and reimburse City for invoiced costs within
30 days of receiving invoice(including reimbursement for City's costs in preparing the
Metro 2040 grant application incurred prior to the effective date of this Agreement).
MLG has no duty to reimburse City for any cost not confirmed by City to be directly
attributable to the Work.
c. Participate in the Work as requested by City. Notwithstanding, MLG agrees that it has
no authority or control over City staff or consultants and may not direct any part of the
Work, except as expressly provided in this Agreement.
5. Breach. A Party is deemed in breach of this Agreement if the Party violates any material
provision of this Agreement,fails to perform an obligation required to be performed, or
otherwise breaches this Agreement. The breaching Party has 14 days from the date the
nonbreaching Party sends written notice to cure or reasonably commence to cure the breach.
Failure to cure or make reasonable progress to cure will be grounds for termination as provided
in Section 6.
6. Termination. This Agreement may be terminated as provided:
a. For breach: Upon material breach of this Agreement,the aggrieved Party may seek all
remedies available at law or in equity,including termination of this Agreement.
b. Mutual agreement: At any time,the Parties may mutually agree to terminate this
Agreement, including for any legal or policy development that indicates that a UGB
expansion decision will not be made by Metro in 2021.
c. UGB Decision: If Metro does not act to bring South River Terrace into the UGB in the
next planning cycle(decision expected in 2021),this Agreement will terminate 30 days
following such final decision by Metro, unless otherwise agreed to by the Parties.
7. Indemnification. MLG agrees to indemnify,defend,and hold harmless the City and its officers,
agents, employees,and volunteers against all liability, loss, and costs arising from actions,suits,
claims,or demands attributable in whole or in part to the acts or omissions of MLG.
To the maximum extent permitted by law and subject to the limitations of the Oregon Tort
Claims Act,ORS Chapter 30,and the Oregon Constitution,City agrees to indemnify, defend, and
hold harmless MLG and its officers,agents,and employees, against all liability, loss,and costs
arising from actions,suits,claims,or demands attributable in whole or in part to the acts or
omissions of City.
8. Dispute Resolution. The Parties will 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 will be submitted to the executive officers of the disputing parties for
recommendation or resolution. If resolution cannot be reached, a neutral third party may be
used if the Parties agree to facilitate these negotiations.
9. Amendments. Amendments to this Agreement must be made in writing and approved by all
Parties.
10. No Partnership. The City and MLG are not partners or joint venturers. Neither Party is
responsible for the actions of the other.
11. Non-Assignment. This Agreement may not be assigned by any Party without written consent of
the other Party.
12. Authority to Execute. The City and MLG represent that the person signing this Agreement has
authority to do so and to bind their respective Party.
13. Entire Agreement.This Agreement contains the entire understanding among the Parties and
supersedes any prior understandings or written or oral agreements among them.
14. Severability. Should any provision of this Agreement be rendered invalid by a court of
competent jurisdiction or arbitrator with authority to render a provision invalid, it is agreed that
every other part of the Agreement will remain in full force and effect.
IS. Non-waiver. Failure of any Party at any time to require performance of any provision of this
Agreement may not limit the Party's right to enforce the provision,nor will any waiver of any
breach of any provision be a waiver of any succeeding breach of the provision,a waiver of the
provision itself,or any other provisions.
16. Notices. Any notice herein required or permitted to be given will be given in writing, be effective
when actually received,and may be given by hand delivery or by United States mail,postage
prepaid,addressed to the Parties as follows:
City of Tigard Metropolitan Land Group
Attn:Marty Wine,City Manager Attn:John O'Neil
13125 SW Hall Blvd. 17933 NW Evergreen Parkway,Suite 300
Tigard, OR 97223 Beaverton,OR 97006
The Parties hereto are responsible to notify each other of changes and to keep this list current.
17. Attorney Fees. In any claim,action,suit,or proceeding involving this Agreement,the Parties will
bear their own fees and costs,including attorney fees.
CITY OF TIGARD METROPOLITA ND OUP, LLC
By: � By:
Name: ;4 Klylne-'.-- Na
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Its: C 441"') 0 a, e--r Its: Pyres;
Exhibit A
Tigard River Terrace Urban Reserve Areas Title 11 Concept Planning
Scope of Work
Introduction
The West and South River Terrace Urban Reserve Areas (URAs) in Tigard are at the center of a significant amount of
ongoing planning and development activity. Ongoing and near-term planning studies being conducted by King City
and Washington County will further define the location and orientation of land uses and infrastructure on properties
adjacent to these URAs. By developing concept plans for these URAs concurrent with those studies,the City of Tigard
can best integrate its land use, transportation, utility, open space and other priorities with neighboring plans. This
scope of work describes the anticipated tasks by both MLG (Consultant) and the City of Tigard (City) needed to
conceptually plan these URAs to satisfy Metro's Title 11 criteria for new urban growth areas and to lay an appropriate
foundation for successful community planning in the future.
2018 Metro Grant Application
Task 1: Letters of Intent and Pre-Application Conference
The consultant will prepare narrative responses for a Draft Letter of Intent (LOI)to be submitted by City of Tigard
staff to Metro for the Cycle 7 2040 Planning and Development Grants program. The grant request is for funding to
support concept planning efforts in the West and South River Terrace URAs. This task also includes one pre-
application meeting with Metro to discuss the Draft LOI. Based on feedback from that meeting, the consultant will
prepare Final LOI responses for City staff to submit to Metro.
Consultant Deliverables:
• Draft and final letters of intent
• Pre-application conference with Metro
Task 2: Full Grant Application
The consultant will prepare narrative responses, a project budget, graphics for the full grant application to Metro.
This task includes one round of review by City staff for comment and revision. This task assumes City staff will be
responsible for entering the narrative into Metro's online grant application system.
Consultant Deliverables:
• Draft and final narrative responses, budget table and graphics
City Staff Scope of Work.The City staff role in this task is to review the letter of intent and project budget produced
by the consultant,attend the Metro pre-application meeting,and enter data into the online grant application system.
Concept Planning
Task 1: Project Initiation and Coordination
It is assumed that this scope of work will occur over the course of a 24-month period (June 2019 through June 2021)
and that project team meetings will occur once a month during this time.The consultant will prepare for and attend
team meetings throughout this period. The city will prepare and manage the meetings and project schedule over
this period.
Consultant Deliverables:
• Preparation and attendance at project team meetings
Page 1-Tigard River Terrace URA Concept Plan Scope
Exhibit A
• Project schedule
Est. Budget:$43,000
City Staff Scope of Work.The city staff role in this task assumes project kick-off together with the consultant,
document review,schedule development,and 1.5-hour project team meetings once per month for 24 months
(some of these meetings will include the consultant per their scope of work,some will be city staff only for project
coordination).The coordination element of this task runs throughout the project through UGB application.
Community Development's role in this task is to provide project oversight for an average of 10 hours/week for 24
months for the following tasks,with most tasks performed by City PM (Senior Planner in Community Development)
and will involve other CD staff(such as in the project oversight task). Other city department staff will attend regular
project coordination meetings. Work in this task includes:
• Metro grant administration(IGA,Council approval,midterm/final report, invoicing)
• Consultant contracting(RFP,Council approval,contracting, amendments)
• Project management(consultant/staff coordination;contract management; project file management;
project meeting logistics; project data compilation transmission, and management)
• Project oversight (minimum of 1 meeting/week with PM,director,assistant director=312 hours)
• PC and CC briefings(minimum of 2 briefings each)
• CAC and TAC invitation,formation,and management of committee process
• Finance—Sr. Management Analyst,Director and Asst.Director meeting monthly(1 hour/meeting)for
Departmental coordination and it may include Revenue Manager on occasion. Sr. Management Analyst
will attend the monthly project coordination meeting spending 3 hours per meeting.
• Public Works—City Engineer,Assistant City Engineer, Principal Engineer and Senior Engineer meet
approx. monthly for 1 hour to coordinate,and Senior Engineer to attend monthly full project
coordination meetings,3 hours per meeting including travel.
Task 2:Agency/Service Provider Engagement
It is assumed that the consultant and city will prepare for and attend up to six meetings with regional agency/service
providers over the course of the project to obtain information regarding the availability of utility services and service
capacity. It is also assumed that the city will prepare for and attend at least six additional meetings with King City and
Washington County. Agency consultation will include Washington County, King City, Clean Water Services, Tualatin
Valley Fire&Rescue, school districts,Tigard Water District,and potentially state and federal agencies(wildlife refuge
and Department of State Lands). The consultant will prepare meeting minutes from these meetings and will
coordinate with the providers to obtain relevant data necessary to present findings of service capacity as noted in
Task 5 of this scope of work.
Deliverables:
• Preparation and attendance at 12,2-hour agency and service provider meetings
• Agency meeting minutes
Est. Budget:$13,000
City Staff Scope of Work. Consultants will meet and gather information about service providers and availability of
utility services and service capacity to produce findings of service capacity(see special studies task 5).Assumes that
engagement with and information from agencies/service providers will require review by city staff for consistency of
current plans and to confirm and document service capacity.City staff time is also assumed to coordinate beyond
meetings.This task will likely require internal city meetings outside of consultant work with other agencies to track
and manage issues that emerge in these meetings that are outside the concept planning scope. It's assumed that
during the Concept Phase, issues related to King City and Washington County will need to be resolved such as future
city boundaries and updating Tigard Urban Services Area Agreement and Urban Planning Area Agreements,including
Page 2-Tigard River Terrace URA Concept Plan Scope
Exhibit A
the resolution of road alignments such as Roy Rogers Road intersections,Beef Bend Road,and alignment of Tile Flat
road.Staffing assumptions include:
• New Senior Planner(72 hours):Adds 6 meetings to MLG's baseline of 6 meetings for a total of 12 meetings.
All additional meetings are assumed to be with King City,Washington County,or both to discuss Beef Bend
Rd,Tile Flats Rd extension,and jurisdictional boundary issues.Assumes 4 hours/meeting(prep,travel time)
for baseline 6 meetings and 8 hours/meeting(meeting logistics,internal coordination,travel time,follow-up
tasks)for additional 6 meetings.
• Existing Senior Planners(Land Use&Transportation):Assumes 20 hours total for ad hoc consultation and
support for King City and Washington County meetings.
• Asst CD Director(24 hours):Assumes 4 hours/meeting(prep/travel time)for additional 6 meetings with King
City and Washington County
• CD Director(24 hours):Assumes 4 hours/meeting(prep/travel time)for additional 6 meetings with King City
and Washington County
• Finance will be primarily involved in work related to coordination with other agencies. Beef Bend Road
realignment is a known issue,including potential challenges with King City/County with realignment. There
may be other issues. Of the 12 agency and service provider meetings,finance is estimating 2 finance staff to
attend at least half with follow-up analysis and council coordination. Each meeting is estimated 2 hours plus
potential travel time to equal 3 hours per meeting plus prep and post work estimate of 3 hours per meeting
per person plus 8 hours for a Council item.
• Public Works: Senior Engineer to prepare for,attend,and disseminate information from 6 meetings to
discuss transportation,sanitary sewer,stormwater and other relevant infrastructure topics.
Task 3: Preliminary Land Use Plan—South River Terrace URA
Prior to completion of preliminary infrastructure plans for the South River Terrace URA, it is anticipated that an
update to the plan for the South River Terrace URA portion of the West Bull Mountain Concept Plan will be required.
It is anticipated that the consultant will develop up to two master plan alternatives that may derive from the West
Bull Mountain Concept Plan, but that also integrate more recent land use planning efforts occurring in the project
vicinity.This task assumes that two plan iterations will be developed and a single plan iteration will be selected and
refined for final determination of land uses and development intensity occurring on the site.
Deliverables:
• Existing Conditions Plan
• Two Draft Master Plan Alternatives
• Final Master Plan Alternative
Est. Budget:$20,000
City Staff Scope of Work.
• Multiple CD staff will review consultant deliverables and meet to discuss as needed. PM will solicit and
consolidate all department comments and follow-up with staff and consultant as needed.
• Finance staff to attend 1 CAC meeting. Sr. Management Analyst to spend 5 hours to prepare the finance
update. Senior Management Analyst to spend 10 hours on preparing analysis of commercial node in light of
Tigard City Council Goal 3.3 and review/discuss market strategy with CD. Additionally, Finance Director to
spend 3 hours on minor oversight time.
• Public Works: Senior Engineer will provide back-up information, review and comment on documents, and
coordinate with CD on scenarios, infrastructure needs/limitations/impacts and comments.
Page 3-Tigard River Terrace URA Concept Plan Scope
Exhibit A
Task 4: Preliminary Land Use Plan—West River Terrace URA
Prior to completion of preliminary infrastructure plans for the West River Terrace URA, a concept land use plan will
be required for the West River Terrace URA. Using an existing conditions plan developed from available GIS data and
environmental reconnaissance mapping created with this concept planning effort, the consultant will create up to
three master plan alternatives for the site. It is anticipated that one alternative land use plan will be selected and
refined for the purpose of final infrastructure assessments associated with the plan area.
Consultant Deliverables:
• Existing Conditions Plan
• Three Draft Master Plan Alternatives
• Final Master Plan Alternative
Est. Budget:$45,000
City Staff Scope of Work.
• Multiple CD staff will review consultant deliverables and meet to discuss as needed. PM will solicit and
consolidate all department comments and follow-up with staff and consultant as needed.
• Finance— Finance staff to attend 1 CAC meeting. Sr. Management Analyst to spend 8 hours on preparing
the finance update. Senior Management Analyst to spend 40 hours on preparing analysis of commercial
node in light of Tigard City Council Goal 3.3 and review/discuss market strategy with CD. Additionally,
Finance Director will be involved in close oversight of the task and spending 20 hours.
• Public Works: Senior Engineer will provide back-up information, review and comment on documents, and
coordinate with CD on scenarios, infrastructure needs/limitations/impacts and comments.
Task 5:Special Studies
Task 5a. Traffic Impact Analysis — South River Terrace URA. An analysis of the transportation system will be
conducted to identify public and private street connectivity needs within the planning area. The study will
assess potential off-site infrastructure improvements in the study area triggered by the proposed urban
growth that is attributable to trips generated from Area 6C. It is anticipated that this effort will incorporate
data created by and for the King City transportation system plan update and other relevant studies, such as
the Washington County Urban Reserve Transportation Study.
Consultant Deliverables:
• Up to 3 project team meetings
• South River Terrace URA Traffic Impact Study
• Internal street alignments and roadway classifications and street cross sections
• Beef Bend Road alignment
• Intersection treatments along study area boundaries
• Pedestrian and bicycle facilities needs and locations
Est. Budget:$25,800
Task 5b. Traffic Impact Analysis — West River Terrace URA. An analysis of the transportation system will be
conducted to identify public and private street connectivity needs within the planning area. The study will
assess potential off-site infrastructure improvements in the study area triggered by the proposed urban
growth that is attributable to trips generated from Area 6C.
Consultant Deliverables:
Page 4-Tigard River Terrace URA Concept Plan Scope
Exhibit A
• Up to 3 project team meetings
• West River Terrace URA Traffic Impact Study
• West River Terrace URA internal street alignments and roadway classifications and street cross sections
• Intersection treatments along study area boundaries
• Pedestrian and bicycle facilities needs and locations
Est. Budget:$35,800
Task 5c. Environmental Analysis. The consultant will conduct an assessment, including field verification and
associated property access as needed, of areas qualifying for protection under Titles 3 and 13 of the Urban
Growth Management Functional Plan (UGMFP) and City of Tigard Significant Tree Grove regulations. The
consultant will prepare a technical memorandum with associated mapping and assessment findings.
Assessment should be sufficiently detailed to avoid the need to negotiate additional property access at a later
stage.
Consultant Deliverables:
• Technical memorandum summarizing existing conditions, analysis methods and findings for Title 3 and 13
areas within the South River Terrace URA and preliminary resource mapping for this area.
• Technical memorandum summarizing existing conditions, analysis methods and findings for Title 3 and 13
areas within the West River Terrace URA and preliminary resource mapping for this area.
Est. Budget:$35,800
Task 5d. Utility Master Plan Analysis. The consultant will prepare a technical memorandum that provides a summary
of existing water, sanitary sewer, stormwater, parks, and private utilities in the vicinity of the URAs and will include
descriptions of preliminary capital facility improvements necessary for sanitary sewer,water and stormwater service.
This task assumes that additional utility analyses will be needed to properly size and route water and sewer systems
and locate stormwater facilities. Systems data will also be available from utility providers and existing documents to
create a composite memorandum of anticipated utility capital improvements for the West and South River Terrace
URAs. Some field verification should be anticipated. Preliminary rough order of magnitude (ROM) cost estimates for
these utility capital facility improvements will be included with this technical memorandum.This task assumes a single
round of outside review.
Consultant Deliverables:
• Utility Master Plan Memorandum for the South River Terrace URA Including:
o Existing Conditions Analysis—Water
o Existing Conditions Analysis—Sewer
o Existing Conditions Analysis—Stormwater
o Existing Conditions Analysis-Parks
o Preliminary Sanitary Sewer Master Plan
o Preliminary Water System Master Plan
o Preliminary Stormwater Master Plan
o Preliminary Parks Master Plan
• Utility Master Plan Memorandum forthe West River Terrace URA Including:
o Existing Conditions Analysis—Water
o Existing Conditions Analysis—Sewer
Page 5-Tigard River Terrace URA Concept Plan Scope
Exhibit A
o Existing Conditions Analysis—Stormwater
o Existing Conditions Analysis-Parks
o Preliminary Sanitary Sewer Master Plan
o Preliminary Water System Master Plan
o Preliminary Stormwater Master Plan
o Preliminary Parks Master Plan
Est. Budget:$60,800
City Staff Scope of Work.
• Multiple CD staff will review consultant deliverables and meet to discuss as needed. PM will solicit and
consolidate all department comments and follow-up with staff and consultant as needed.
• Engineering staff assumes that additional utility modeling may be needed to determine future system
capacity and that city staff will be requested to generate data about utility systems to inform the analysis for
this task. See the end of this section for additional description of the work. Tigard will be undertaking the
Water System Master Plan at the same time as the development of the Concept Plan and the city assumes
data and modeling from that effort will inform Concept Plan.
• Finance Staff to attend task-related meetings to stay informed. The information will be used to perform the
future task,Task 6(funding strategy). Water/Sewer/Storm/Parks is U Transportation.
Task 5e. Housing Market Analysis.The consultant will prepare a technical memorandum that documents how
the residential development of the West and South River Terrace URAs will meet the housing needs in Tigard,
Washington County and the metro area by product type and price range. The housing market analysis will
consider:
• The implications of current and future demographics and socioeconomic characteristics of Tigard's
residents,within the regional context,for housing demand in the River Terrace area.
• Market demand for a range of housing types,tenure,and price points to address the Tigard's housing
needs. This analysis will include analysis of housing types built and sold in Tigard (and maybe more
broadly in the west side of the Portland Region) in recent years.
• Opportunities for developing a mix of housing types to address housing needs affordable both for
moderate-income households,as well as housing needs for higher-income households.
• Range of residential capacity in the West and South River Terrace URAs based on the analysis of
unconstrained buildable land at a range of densities appropriate for Tigard.
• Forecast of housing growth and absorption in the West and South River Terrace URAs to estimate
potential buildout of the area.
• Strategies to support development of the types of housing identified in the housing market analysis,
within the broader context of the concept plan.
The product will be a technical memorandum that summarizes the housing market analysis and strategies for
providing a range of housing types.
Consultant Deliverables:
• Housing Needs Analysis
Est. Budget:$20,800
Page 6-Tigard River Terrace URA Concept Plan Scope
Exhibit A
City Staff Scope of Work.
• Coordinate work with other city housing initiatives, particularly affordable housing.
• Senior Management Analyst to perform the financial Analysis of Housing Needs Analysis in light of Council
Strategy 3.3 and review/discuss market strategy w/CD for 30 hours. Finance Director will be involved in
close oversight of the task.
City Staff Scope of Work for Tasks 3,4,5
Preliminary Land Use Plans for South and West RT,Special Studies(Traffic Impact Analysis,Environmental
Analysis,Utility Master Plan Update,Housing Market Analysis).The City staff role in these tasks are for the city PM
to attend all project team meetings,and for all city staff to review consultant study findings. In this task,City staff
will need to understand and make connections among every existing technical memorandum to allow for a
coordinated analysis within the draft Concept Plan,and for consistency with existing city Master Plans,and
neighboring jurisdiction planning efforts.Technical memoranda will form the basis to update all city infrastructure
master plans(which assumes 30 Engineering staff review hours for review of each storm,water and sewer analysis
and 10 Parks staff hours for the parks analysis).City staff time(primarily Public Works staff)is anticipated to collect,
collate,format,and explain existing data and reports that will be needed for preparation of existing conditions and
master plan reports. Because these analyses affect all of the city's existing infrastructure system plans and will
further inform future infrastructure assessments,coordination with FIS for future infrastructure and funding studies
is needed.All studies are likely to include consideration of off-site improvements related to King City and this is
another task that will help complete needed updates to planning agreements required by Washington County.
Hours of work for city staff in this task assume collection, collation,delivery and discussion of existing background
information with consultant team. In addition,city staff hours assume review of:
• All consultant deliverables (two master plan alternatives);consider adjacent land uses and conditions in
context;consult with neighboring and affected jurisdictions as needed;
• In Transportation tasks, Planning and Engineering staff will review the Traffic Impact Analyses in context of
the existing transportation system and existing transportation plans as it relates to the area's future
development. Street alignments and classifications and review draft traffic impact analysis. Planning and
Engineering staff will also review and coordinate comments with Washington County and King City
• For Utilities master plans, Public Works staff will review reports and underlying analyses and assumptions,
coordinate comments with other agencies(e.g.CWS).
• Additional meetings will be scheduled to refine consultant-generated alternatives as needed;
• Environmental analysis requiring a more detailed analysis to avoid duplicate negotiations of property access
in a later phase, plus mapping of Tigard Significant Tree Groves.This task will require city staff data
generation.
• Finance Staff to attend task related meetings to stay informed. The information will be used to perform the
future task,Task 6(funding strategy).
• City staff PM (Community Development)will solicit and consolidate all department comments and have
follow-up conversations with consultant as needed.
• Consultation with legal counsel as needed.
Task 6. Funding Strategy
A second technical memorandum will be prepared that will identify an Infrastructure Funding Plan for the West
and South River Terrace URAs. This document will outline how infrastructure costs within these expansion areas
would be paid for and identify potential public and private funding sources, and what additional systems
development charge (SDC) revenues will be generated by development in the area, and available to pay for
infrastructure elsewhere in the region.
This memo will compile the most up-to-date estimates of costs for water, sanitary sewer, stormwater, parks and
transportation capital facilities that are deemed necessary to serve the concept plan area, as determined under
Page 7-Tigard River Terrace URA Concept Plan Scope
Exhibit A
Tasks 5a, 5b and 5d. The memo will also calculate the amount of SDC revenue that would be generated by new
development in the area. It will identify what portion of the project costs would be eligible to receive SDC credits.
It will explore the possibility of funding the non-SDC eligible portion of project costs with other public funding
mechanisms(e.g.,supplemental SDCs, local improvement districts, utility fees, etc.),versus funding this portion of
the costs through non-SDC-creditable developer contributions.
Consultant Deliverables:
• Funding Strategy
Est Budget:$40,000
City Staff Scope of Work. City staff work in this task assumes review of technical memoranda produced by
consultants and close coordination and integration with the existing River Terrace Finance Strategy as it pertains to
updating system development charges(SDC)studies,SDC credit policies and their administration,and utility fees,
particularly around how these strategies have been working and whether it makes sense to replicate them or
develop other or new funding options.This will require the PM, coordinated with FIS staff,to understand the
financial implications of urban growth expansion development through discussions with staff across city
departments. Public Works staff will review consultant cost estimates and assumptions for funding options and SDC
strategies for various infrastructure.
Finance Staff will work closely on the Funding Strategy. The Funding Strategy will identify potential funding sources
and explore viability of funding sources. Finance Staff will coordinate with developers on viability of sources and
develop funding scenarios for each infrastructure system.The staff will review and approve the compilation of
capital facility estimates provided in the consultant reports and review the SDC revenue estimates,determine their
sufficiency for existing and other funding mechanisms and determine the options to be prepared for concept plan
consideration. Determination of preferred scenario and implementation will be done at the Community Plan phase.
Task 7:Concept Plan Summary Report
The consultant will compile concept plan documents and will incorporate the existing conditions and analysis
sections of the technical memoranda prepared under this scope of work into a cohesive planning document. The
concept plan will also address the existing conditions and planning needs of other public facilities including
schools, fire, police, library and parks. These sections will be completed after coordination with representatives
from these districts as conducted under Task 2 of this scope of work.
Consultant Deliverables:
• Draft Concept Plan Summary Report(assume 2 drafts at a minimum)
• Final Concept Plan Summary Report
Est. Budget:$13,000
City Staff Scope of Work. In this task,city staff will review consultant deliverables,attend meetings to discuss as
needed,solicit and consolidate department comments and refine the report. City staff work in this task will rely on
the draft consultant-produced reports and final technical memoranda from other tasks to be assembled into an
application-ready report.The consultant work is compiled into a cohesive planning document that is substantially
prepared to meet Metro submittal requirements. It is assumed that city staff will be involved in two iterations of
review and comment on each deliverable and report.
Task 8: Plan Adoption Process
It is anticipated that the City of Tigard will prepare the staff reports necessary for local adoption of the final plan. It is
also anticipated that the consultant will meet with Metro planning staff up to two times during the development of
the concept plan to keep Metro staff apprised of concept plan development. Following local adoption of the concept
Page 8-Tigard River Terrace URA Concept Plan Scope
Exhibit A
plan, the consultant will prepare a summary of the residential capacity created through the concept plan adoption
consistent with a Goal 14 analysis. Per UGMFP 3.07.1120(d),this must occur"within 30 days after adoption of new
land use regulations for the area."
Consultant Deliverables
• Prepare for and attend up to two meetings with the City Planning Commission
• Prepare for and attend City Council adoption hearing(s)
• Prepare for and attend up to two meetings with Metro planning staff
Est. Budget:$4,000
City Staff Scope of Work.City staff work during this task includes 2 Planning Commission(PC) meetings and 1 City
Council(CC) meeting.CD staff assumes 50 hours/meeting(hours assumed among multiple staff)plus 10 hours for 2
Metro meetings. PC and CC meeting preparation involves the following tasks most, but not all,of which are
performed by CD staff:
• Reserve PC and CC meeting dates
• Prepare and route staff report for review
• Prepare and route PowerPoint for review
• Prepare and route resolution for review
• Create Agenda Item Summary(AIS)for CC meeting
• Prepare and send public notices
• Respond to and manage public comment(includes discussion with other staff as needed)
• Suggest changes to concept plan based on public comment as needed
• Coordinate with consultant on presentations and any proposed concept plan changes
• CD, Public Works,and Finance Staff will support Project Manager with the adoption process including
attending Council briefings and meetings.
Task 9: Public Involvement
Consultant will prepare for and attend 3 public meetings over the course of the plan preparation process. The
consultant assumes it will be responsible for organizing, noticing, preparing for and facilitating the meetings, which
are assumed to occur in an open house format.
Deliverables
• Advisory Committees
o Facilitate 4 Technical Advisory Committee(TAC) meetings
o Facilitate 5 Community Advisory Committee (CAC)meetings
• Public Meeting#1, including:
o Existing Conditions GIS Exhibits(3)
o Meeting Facilitation
o Meeting Notice and Announcement
• Public Meeting#2,including:
o Preliminary Concept Plan GIS Exhibits(3)
o Meeting Facilitation
o Meeting Notice and Announcement
• Public Meeting#3,including:
Page 9-Tigard River Terrace URA Concept Plan Scope
Exhibit A
o Refined Concept Plan GIS Exhibits (3)
o Meeting Facilitation
o Meeting Notice and Announcement
Est. Budget:$24,000
City Staff Scope of Work.Assumes an average of 12+hours/week for 24 months for the following tasks.Most tasks
will be performed by Community Development PM and will also involve other CD staff as well,with FIS and PW-
Engineering staff on call for these tasks based on the level of public inquiry about infrastructure funding or planning
and development for infrastructure systems.The city's role will include:
• Develop public engagement plan
• Identify stakeholders and methods of communication
• Develop project branding and messaging
• Develop public materials,e.g.FAQs,project business cards
• Develop and maintain website content
• Publicize and promote meetings through city communication channels
• Attend and coordinate with consultant to prepare for at least 3 public open house meetings
• Attend and coordinate with consultant to prepare for at least 5 CAC meetings
• Attend and coordinate with consultant to prepare for at least 4 TAC meetings
• Attend and prepare for other community meetings as needed: Washington County Board of
Commissioners, King City Council,CPO 413,CPO 4K, River Terrace Homeowner Associations
• Respond to all public inquiries (may include discussion with other staff as needed)
• Finance Staff will be addressing the expectation of a finance role in public meetings around the topic of
"development supporting itself and why it doesn't." Also Finance Staff will consider communications
regarding Council Strategy 3.3. Specifically, Finance will be supporting content for branding,public
materials,and website(30 hours). Finance Staff to attend and prepare for all 12 meetings listed for CAC,
TAC,and open houses(2 staff attend at 3 hours/meeting(including travel) plus 3 hours prep/post meeting
work for both staff combined). Addressing public inquiries is estimated at 20 hours.
2021 Metro UGB Application
The consultant will prepare and facilitate submittal of an application to Metro for UGB expansion.This task includes a
letter of intent, resolution for City adoption,and an application narrative to address required Metro criteria.
Consultant Deliverables
• Letter of intent
• City resolution
• Application package, including narrative
Est. Budget:$19,000
City Staff Scope of Work. The City staff role in this task is to review the application package, attend any meetings
needed to complete the submittal.
Page 10-Tigard River Terrace URA Concept Plan Scope
Exhibit + - Urban Reserve Area Planning Cost
Grant Application
Task 1:LOI and PreApp - 1,480 - 1,480
Task 2:Full Grant App - - 1,480 - 1,480
Co cept Planning
Task 1:Project Initiation/Coordination 23,724 31,968 157,092 9,850 43,000 265,634
Task 2:Agency/Service Provider Engagemt 11,748 5,370 21,824 - 6,500 45,442
Task 3:Land Use Plan-RT South 2,424 4,296 9,060 - 20,000 35,780
Task 4:Land Use Plan-RT West 9,452 4,296 9,060 - 45,000 67,808
Task 5a:Traffic Impact Analysis-South 777 8,392 8,970 985 25,800 44,924
Task 5b:Traffic Impact Analysis-West 777 8,392 8,970 985 35,800 54,924
Task Sc:Environmental Analysis - 3,180 8,970 1,576 60,800 74,526
Task 5d:Utility Master Plan Analysis 3,108 65,004 14,980 1,576 115,800 200,468
Task 5e:Housing Market Analysis 6,315 2,227 8,970 1,576 20,800 39,888
Task 6:Funding Strategy 16,410 13,240 12,020 1,576 137,000 180,246
Task 7:Concept Plan Summary Report 2,812 7,834 6,010 - 13,000 29,656
Task 8:Plan Adoption Process 7,688 5,142 23,860 - 4,000 40,690
Task 9:Public Involvement 21,948 26,976 187,076 - 48,000 284,000
Metro UGB Application - 2,960 - 10,000 12,960
Total Cost 107,1831 186,3171 482,782 1 18,124 S1111S.S001 1,379,906
Estimated Hours
Hour,� FIS PIA, C CA C�.nsultant Total
Grant Application
Task 1:LOI and PreApp - 10 - 10
Task 2:Full Grant App - - 10 - 10
Concept Planning
Task 1:Project Initiation/Coordination 173 168 1,040 50 1,431
Task 2:Agency/Service Provider Engagemt 80 30 140 250
Task 3:Land Use Plan-RT South 18 24 60 - 102
Task 4:Land Use Plan-RT West 68 24 60 - 152
Task 5a:Traffic Impact Analysis-South 6 46 60 5 117
Task 5b:Traffic Impact Analysis-West 6 46 60 5 117
Task 5c:Environmental Analysis - 17 60 8 85
Task 5d:Utility Master Plan Analysis 24 348 100 8 480
Task 5e:Housing Market Analysis 45 12 60 8 125
Task 6:Funding Strategy 120 70 80 8 278
Task 7:Concept Plan Summary Report 20 42 40 - 102
Task 8:Plan Adoption Process 56 28 160 - 244
Task 9:Public Involvement 158 144 1,272 - 1,574
Metro UGB Application - - 20 - 20
Total Estimated Hours 774 9991 3,232 92-1 5,097
Hours estimates include estimates of work by:
Community Development staff:Senior Planner,CD Director,Assistant CD Director,Administrative Specialist
Public Works/Engineering:Senior Project Engineer,City Engineer,Assistant City Engineer,Principal Engineer
Finance&Information Services:Senior Management Analyst,Finance Director,Assistant Finance Director,Revenue Manager
City Attorney advisory services on contract