City Council Packet - 09/13/1994
CITY OF TIGARD
OREGON
PUBLIC /NOTICE:
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 639-4171, Ext. 309 (voice) or 684-2772 (TDD - Telecommunications Devices
for the Dead.
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 date at the same phone numbers as listed above:
639-4171, Ext. 309 (voice) or 681-2772 (TDD - Telecommunications Devices for the Deafj.
SEE ATTACHED AGENDA
COUNCIL-AGENDA - SEPTEMBER 13, 1994 - PAGE 1
AGENDA
TIGARD COUNCIL MEETING
September 13, 1994 - Tigard City Mall
13125 S.W. Hall Boulevard, Tigard, Oregon
5:30 p.m.
• The joint Tigard/Lake Oswego Council meeting will be preceded by dinner
including City Council members and guests at the Tigard City Hall.
5:30 - 3:30 p.m.
1. JOINT MEETING - TIGARD/LAKE OSWEGO CITY COUNCILS
• Call to Order & Welcome - Mayor Schwartz
• Pledge of Allegiance
• Self-Introductions: Council Members, Guests, and Staff
1.1 Comments by State Representative Tom Brian and Mayors Alice
Schlenker and John Schwartz
1.2 ODOT Presentation of the 1-5/1-11ghway 217 Interchange Subarea
Transportation Plan
• History of the 1-5/217 Highway Interchange Project;
• Review of the scope of work including project area, project
management, schedule and public involvement;
• Review of related local transportation planning efforts;
• Public involvement including Technical Advisory Committee and
Steering Group structure and participation; and
• Project funding including estimated cost and recommended local
participation.
1.3 Comments, questions and general discussion.
1.4 Adjournment of Joint Council Meeting
COUNCIL AGENDA - SEPTEMBER 13, 1994 - PAGE 2
9:00 P.M.
2. T IGARD CITY COUNCIL MEETING
2.1 Council Communications/Lialson Reports
2.2 Call to Council and Staff for Ikon-Agenda Items
2.3 Water Issues - Report to Council Concerning the September 14, X1994
Intergovernmental Water Board Meeting
The Tigard City Council will attend a meeting of the Intergovernmental Water
Board (IWB membership is derived from Tigard, Ding City, Durham, and
Tigard Water District) on September 14, 1994 at 6:30 p.m. at the Water
Building Auditorium, 3777 S.W. Burnham Street, Tigard, Oregon. The IWB
will host an Annual Meeting to discuss and consider issues related to the
IWB Agreement, the Division of Assets, Long-Range Water Supply, and
Pending Capital Improvement Projects.
2.4 Non-Agenda Items
2.5 Executive Sewlon: The Tigard City Council may go into Executive
Session under the provisions of ORS 192.660 (1) (d), (e), (f) & (h) to
discuss labor relations, real property transactions, exempt public records
and current and pending litigation issues.
3. ADJOURNMENT
M&0913.94
COUNCIL AGENDA - SEPTEMBER 13, 1994 - PAGE 3
Council Agenda Item
JIGA_RD CITY COUNCIL
JOINT MEETING WITH LAKE OSWEGO CITY COUNCIL
MEETING MINUTES - SEPTEMBER 13, 1994
® Meeting was called to order at 6:56 p.m. by Mayor John Schwartz.
1. ROLL CALL
Council Present: Mayor John Schwartz; Councilors Wendi Conover Hawley, Paul
Hunt, Bob Rohlf, and Ken Scheckla. Staff Present: Sill Monahan, City
Administrator; Carol Landsman, Senior Planner; and Catherine Wheatley, City
Recorder. Maintenance Services Director Ed Wagner was present for the Tigard
meeting only.
Lake Oswego City Council Present: Mayor Alice L. Schlenker, Councilors Charles
C. Anderson, and William Holstein. Staff Present: Doug Schmitz, City Manager,
Tom Coffee, Assistance City Manager, and Ron Bunch, Planner.
Mayor Schwartz welcomed everyone in attendance. A special welcome was
extended to Lake Oswego's Sister City representatives from Pucon, Chile: Mayor
Rafael Panguilef, and City Councilors Eduardo Verene and Jime Soto. Also
welcomed was special guest Yasunobu Nogami from Japan, who was
accompanying Donna Schmidt, reporter from the Tigard Times.
Oreaon D813artment of Transportation (ODOT) Presentation of the 1-5/Highw@y 217
Sub-Area Transportation Plan
Mayor Schwartz gave a few brief opening remarks, noting the importance of the
City of Tigard's and Lake Oswego's involvement in the process of determining the
future design for the 1-5/217 area, because of the major impact this would have on
the two cities.
Mayor Schlenker thanked the City of Tigard for the invitation to hold this meeting
at Tigard City Hall. She also said she was pleased to see several Lake Oswego
residents in attendance at the meeting. Mayor Schlenker noted her appreciation
to ODOT for stopping the project and for committing to an aggressive citizen
involvement process.
CITY COUNCIL MEETING MINUTES - SEPTEMBER 13, 1994 - PAGE 1
1
Fred Eberle, Corridor General Manager, ODOT, reviewed the history of the 1- 5/217
Kruseway interchange. Mr. Eberle distributed a description of the project which
was prepared in March, 1994. This material described what was known as the
"Phoenix Plan" and also provided for a construction phasing with a much-reduced
cost. Because of concerns expressed by local governments, the project was
stopped and reconsideration was given on how to proceed. Mr. Eberle outlined
what was viewed as ODOT's understanding:
1. ODOT has a responsibility to make 1-5/217 function. It is a major
interchange in the region. Hopefully the delay will not be for more than one
year, with construction to begin in 1998.
2. ODOT is looking for local government commitment from Clackamas County,
Washington County, Lake Oswego, Tigard, and Metro.
3. The sub-area plan delineates state, regional, and private transportation
needs. There is to be a division of responsibility for building and financing
the construction.
4. To achieve successful implementation results of the sub-area plan, the plan
must be incorporated into regional and local transportation system plans.
5. Assumptions and results of the sub-area plan must accommodate and be
compatible with local land use plans and the Region 2040, including revising
old travel demand assumptions with TPR and 2040 projections.
Mr. Eberle distributed a scope of work "Interstate 5/Highway 217 Interchange Sub-
Area Transportation Plan" which was prepared by W & H Pacific, inc., dated
August 4, 1994. Mr. Eberle explained what the original Phoenix Plan was and
referred to the concerns of the local governments with regard to impact on their
access. Since these concerns were expressed, W & H Pacific was hired to draft
a scope of work. The sub-area was described by Mr. Eberle and he referred to
a map. (see map on file with the Scope of Work on Page 3). (Scope of Work is
on file with the Council packet material).
The Scope of Work will be a twelve-month process to work through different
elements. Mr. Eberle referred to the project schedule, which is also contained on
Page 5 of the draft Scope of Work. Mr. Eberle noted a key element to the project
will be public agency involvement with the project team. He noted there is a
technical advisory committee and a steering group, as well as a public outreach
element of the planning. Mr. Eberle described the technical advisory committee
and the steering group (see Pages 6 and 7 of the Scope of Work). The committee
will make recommendations to the City Councils, as well as the ODOT Commission
and JPACT.
CITY COUNCIL MEETING MINUTES - SEPTEMBER -13,1994 - PACE 2
IS IN 1:
y
~k
Mayor Schlenker noted she thought it would be important for a JPACT
representative to also be involved with the technical advisory committee. Mr.
Eberle indicated that a Metro staff member would also be on the technical advisory
committee. Mr. Eberle referred to the importance of utilizing data already available.
He referred to the Waluga Triangle Transportation and Land Use Management Plan
from the City of Lake Oswego, and the ,Tigard Triangle Specific Area Plan. (see
Page 4 of the Scope of Work.) He noted the importance of incorporating the data
from these and other local studies into the project. Mr. Eberle noted one of the
next steps would be for consultant selection. He advised that eight consultant
teams were currently working with ODOT, four of those teams had been invited to
submit proposals on this project. In order to fund this consultant work, ODOT is
willing to pay half ($100,000), with Metro funding $50,000, and the cities and two
counties being asked to fund $12,500. Mr. Eberle urged the Cities of Lake
Oswego and Tigard to consider this funding.
In response to a question from Councilor Hunt, Mr. Eberle advised ODOT was
interested in making improvements in order to make their system work. It would
be expected, however, that the cities, counties and development communities
contribute to funding and construction of some of the infrastructure as well.
In response to a question from Councilor Anderson, Mr. Eberle responded that the
Phoenix Plan project did not consider financial impacts to local jurisdictions. There
was discussion which followed concerning the local area's interest and their
involvement in wanting to assure the best for the communities. In addition, there
was discussion of financing. Mayor Schlenker noted some of the financing
questions would probably be more clear, once the Legislature makes decisions
during the upcoming session. In addition, Mr. Eberle noted that as the plan
changes, there may be a need for additional environmental impact studies.
Metro Councilor Jon Kvistad advised this project would remain high on Metro's list
of priorities.
Mayor Schwartz noted the people involved on the steering group had a big impact
in this region. He said it looked to him as though the project would have a good
chance of being funded.
In response to a question from a member of the audience, it was noted that
Clackamas and Washington County had committed to participation in the
consultant costs.
The City of Portland and Multnomah County were "cool" to the idea of funding. It
was noted that Metro's involvement would represent the regional contribution to
the project.
CITY COUNCIL MEETING MINUTES - SEPTEMBER 13, 1994 - PAGE 3
UNION
mail
A member from the audience noted his concern with government marketing and
public relations' knowledge. He urged that the consultant be selected which has
reasonable skills In marketing.
Councilor Holstein left; the meeting at this time, noting the Chilean representatives
were expected at another event. Mayor Schwartz thanked them for attending.
There was a round of applause and goodbyes to the representatives.
Mayor Schlenker emphasized the Waluga Plan area and the importance of
considering this in the project. Mr. Eberle agreed that this was one of the areas
which would be given consideration. Mr. Eberle advised he was not aware of any
jurisdiction which was not committed to working on this project.
Mayor Schwartz noted that additional dates outlining further steps would occur
after the selection of the consultants on September 19.
Mayor Schwartz thanked the City of Lake Oswego for coming to Tigard City Hall.
Mayor Schlenker advised Lake Oswego looked forward to working with Tigard on
the water issue.
Council meeting recessed at 8:08 p.m.
Council meeting reconvened at 8:30 p.m.
Council Communications/Liaison Reports
• FOCUS Meeting - Mayor Schwartz advised there would be a FOCUS meeting from
6:00 p.m. to 8:30 p.m. on Thursday, September 16. Topics would be an award
to the Multnomah County Sheriff, as well as 2040 and Greenspaces. After
discussion, it was determined no Councilor would be able to attend the meeting.
Council consensus was that someone from staff should attend and report back to
the City.
• Housing Committee - Mayor Schwartz advised there was a U.S. Department of
Housing Committee with regard to CDBG and HUD agencies. A planning process
was being started, and Mayor Schwartz advised he thought it would be a good
idea for someone to serve on this committee. Council consensus was that the
preference would be to get someone from the Planning Commission to serve on
the committee. It was also suggested that someone from the CIT's also serve.
• Schools and Local Government Partnership - Councilor Hawley noted there was
a meeting on September 21 regarding a schools and local government partnership
which came from Mayor Katz's office. There were no Councilors who indicated
they would be able to attend.
CITY COUNCIL MEETING MINUTES - SEPTEMBER 13, 1994 - PAGE 4
Ai
• 1-5/217 Sub-Area Consultant - Councilor Hunt questioned whether a Council
decision should be made about the sub-area analysis consultant for 1-5/217, and
the funding of the $12,500 which was requested. After discussion, it was
determined that the $12,500 would be money well spent, because of the type of
Information which would be gained for the community. Councilor Hunt noted this
project would be continuing for some time and asked Mayor Schwartz If he
thought someone should be working with him. It was noted the Mayors of the
cities are working on the project. Mayor Schwartz advised he was not sure if there
would be very many more meetings between now and the first of the year. In
addition, it was noted the election would occur in November, and it could be
determined at that time if the Mayor-elect should also be attending.
In response to a question from Councilor Scheckla as to the ramifications if
Washington or Clackamas County did not wish to participate in the funding; i.e.,
would there be further financial impacts to the City of Tigard? The response was
that ODOT appeared to be committed to doing the study and would probably
contribute more to assure funding.
Chamber of Commerce Leadership Seminar (see memorandum from Cathy Wheatley,
City Recorder, to Mayor and City Council regarding applications.)
• Interim City Administrator Monahan noted that other than the four applicants for
scholarships before Council, there were no other persons who have signed up to
take the leadership course. Councilor Hawley noted the leadership seminar will
probably be starting later than what was originally planned. There was discussion
on attempting to get more people interested in attending the class. It was
suggested a letter be sent to persons who had indicated an interest in a Council
position and perhaps Walnut Island residents. It was also noted that information
was mailed out last week with regard to the leadership seminar, and that perhaps
more time would be needed.
Council consensus was to not award scholarships at this time. Additional
consideration would be given on the scholarship awards at the September 27
meeting.
Water Issues
• Interim City Administrator Monahan advised that Maintenance Services Director Ed
Wegner had attended a Tigard Water District meeting on Monday. There were
preliminary discussions at this meeting on the division of assets study done by
EES. In addition, Mr. Monahan reported he and Mr. Wegner had met with Doug
Schmitz, City Manager of Lake Oswego, as well as other staff members, who
echoed the earlier comment by Mayor Schlenker that the City of Lake Oswego
wanted to work with the City of Tigard.
CITY COUNCIL MEETING MINUTES - SEPTEMBER 13, 1994 - PAGE 5
Maintenance Services Director Wegner reviewed the areas which were questioned
in the division of assets report by EES, and were discussed with the Tigard Water
District. He advised EES was hired last month by the Tigard Water District for the
division of assets project and the EES also used Coopers and Lybrand to assist
In evaluating the assets.
With regard to this report, two basic points were asked to be reviewed. On Page
16 of the EES report, it was agreed by the Tigard Water District that the deferred
comp should become an asset and liability with regard to the employees which
were now considered to be City of Tigard employees. With this change, the City
of Tigard now had 70.01° of the asset allocation for the water operation. (new
pages reflecting this change will be delivered for the annual meeting on
September 14, 1994.) Another change occurred on Page 21 with regard to
retained earnings. The change was agreed to by the Tigard Water District.
With regard to Appendix S for allocation of land values, there were two questions
by staff relating to future reservoir sites on Scholls Ferry Road and SW 160th. The
cost of land only was allocated to the Tigard Water District. Tigard Water District
voted to leave this as it was. There was discussion on what would happen if a
jurisdiction would withdraw.
Mayor Schwartz noted he was surprised and pleased that the process has gone
so smoothly.
There was discussion on the water service transition to Tigard, with questions
regarding assets and use of those assets for water service or City of Tigard use.
'T'here was some discussion on the accounting that was done to assign a separate
accounting for the water and City functions.
There were some questions as to the vehicles and equipment. It was thought that
the City of "Tigard had title to the vehicles for use. The City takes care of vehicle
maintenance and insurance. This will be checked by staff to make sure this has
been done. If the City of Tigard wanted to utilize any of the water facilities for
administrative -purposes, Interim City Administrator Monahan advised this would
have to be negotiated with the other jurisdictions.
There was some discussion by a point brought up by Councilor Hunt with regard
to the possibility of the request that the facility on Canterbury be used as a
homeless shelter. Such a request would have to be considered by the IWB, which
in turn would check with their respective jurisdictions.
• Water supply issues - The presentation made by Murray Smith to City Council at
a recent meeting was also given by Maintenance Services Director Wegner to the
Tigard Water District. The presentation was well received. The Murray Smith
CITY COUNCIL MEETING MINUTES - SEPTEMBER 13, 1994 - PAGE 6
15
consultant firm will also be available at the September 14 meeting to give a similar
presentation.
There was discussion on who would be the lead negotiators working with Lake
Oswego. It was noted the TWB is an advisory board to the City Council. The City
Councii would work with Lake Oswego. IWB would receive information as well,
and members would obtain input from their jurisdictions in order to report back to
the City Council advising of any problems or concerns.
There was discussion on the funding of the estimated $16 million for improvements
and partnership with Lake Oswego. Types of funding were discussed, including
those which would need voter approval. In addition, it was noted that outcomes
of the November election with regard to requirements of voter approval for any
types of rate increases may also affect the process.
Mayor Schwartz noted many public meetings would be needed to explain the
process being undertaken by the City with regard to securing a long-term water
supply and the costs associated with such action.
Maintenance Services Director Wegner noted there was a concern by a 'Tigard
Water District member that Tigard staff may not have the time to handle the
negotiations. This may be an issue that is raised at the annual meeting on
40 September 14.
There was discussion on the responsibilities of the IWB as an advisory board, and
notation that the first year has been a time for adjusting. Councilor blunt noted the
IWB has been complimentary and cooperative with regard to the Tigard's role as
service provider.
P
3. ADJOURNMENT: 10:01 p.m.
Gtit~
Attest: Catherine Wheatley, City Reco er
M r, City of Tigard
Date: C// 7Iq
oom4913.94
CITY COUNCIL MEETING MINUTES - SEPTEMBER 1S, 1994 - PAGE 7
SEE=
R E C E I UNITY NEWSPAPERS, INC. Legal
q1 P.O. BOX 370 PHONE (503) 684-0360 Notice TT 7996
SEP 1 5 1994 BEAVERTON. OREGON 97075 s `I ht5 E pti~.lMed for j,b4IIr infix ePi'7F tA0n: 9P
,s,~ oaEt tEd9£haf# m £Iie Ctt,m'ee4t£, 1312 S S !~Isl
CITY Of 71GARG Legal Notice Advertising I , Or ,gm 37223, iiz by eal~tng 6339 417'11 A
City of Tigard 13 Tearsheet Notice r , r!~
13125 SW Hall Blvd. u.: Xn _1~ .
° Tigard,Oregon 97223 ® ❑ Duplicate Affidavit
® ® F~ t idiht- t,Si - Tigrard 81t1'~: (~PJ SWL A,U=ijs
'V City
5.30 - 6:30 pm' ii~i'ttn€a
Z a ` t I 5 ~0 ` 8:30 g M. hi mntatlan by 101it ' Department
df'Ttattspastation Qf the .
a -gas I-5YM hr scy 21? Interchange
AFFI®AVIT OF PUBLICATION 3 'gibzii aTr slloitattorlPlan.
i f~®mine ; quezons;and'generaY
STATE OF OREGON ) caitttttie st to goll~w picsentidon
COUNTY OF CLACKAMAS,)ss OA`s ~'f~gard City Ccunci ~
l ~~g y
f µ
I, Kathy Snyder 9:00 . %teslSSU~s RegttxttoCo~i4
being first duly sworn, depose and say that I am the Advertising cgricerntttgt~te.Septentber 14, Yom;
Director, or his principal clerk, of the Tigard-Tualatin Times ItifeaovetnmenlalVaterBoard
a newspaper of general. circulation as defined in ORS 193.010 leeting;(SeeBelov)
and 193.020; published at Tigard in the
*k*
aforesaid county and state; that the
-i t-yCouncil Mtg
i
a printed copy of which is hereto annexed, was published in the Notl,~~ o€ n¢
Ti rag d City Cguncil Me0d "menW',
entire issue of said newspaper for ONE successive and Vya
ter Boird
consecutive in the following issues: E . Setrt6mi5er 44,t
lam
Water Bm➢ds Auditorium 8777 T 11 am
September 8,1994- Ore,
40TICiIS H EREBY .(iI'NEhi tliaudi Tamed City `Council will nd
meeting-of the Iniergovern ncsitad: Watet B4arzt.ore;S4*bei14,1994 at
6.30 p n► at the ` iter Building A"ton'uni', 8171, Stir B116l ant Street'
kr't„LL TYgard, Oi gon `F,he iateroveietit~atsa Board gall €iostitlg ~i,
aint~aa~Axeetttag_to last ~ ae sildconsttlcr ss:es Violated itt i
Subscribed and swoTtefore me this 8th da of Septembe lm g®"~~M'e_n jkment the D1visaoti of';l~ssets,antl lcnig range ~a~c~
' OFFICIAL SEAL p1Y !d tngfi as ltnprovementp% 1s
ROBIN A. BURGESS t
i,.• NOTARY PUBLIC -OREGON TT7996 Publish Se tnber_8, i994,
%
Notary P lic for Oregon COMMISSION NO. 024552
MY COMMISSION EXPIRES PdAY16. 1.097 s
My Commission Expires:
AFFIDAVIT
Ilpill
E sm ffm
1: 1&1
l~
Fire
!p 34rA4
Dai
LL.-
~__~(.~3'..►~. ~ N t ,r~~a-rJ _ - _ - _ ~1. t A- P~_ ~ tom.. C~--~v ~ ~ l~o~ _ u~...
LO
Co
rIl- ~11--
r
.lee
: VP-4
_...7y-
_ - - - - -
A4Aej
.
stn Vi a.c5 k~
J6
101
fli
AGENDA ITF14 ~
FOR AGENDA OF 1 131 a~
G[?EGO~
DL:P:~1~'ft:L•~:T OF I LANNI\G ANr) DEvELOP\IENT
MEMORANDUM
TO: Doug Schmitz, City Manager
FROM: Ron Bunch, Senior Planner
DATE: September 2, 1994
RE: September 13, 1994 Joint Lake Oswego/'Tigard City Council Meeting
The Oregon Department of Transportation (ODOT) will present and discuss the I-5/ Highway
Interchange 217 Subarea Transportation Plan at the above meeting. Bruce Warner, Region 1
Engineer and Fred Eberle, Transportation Planner will represent ODOT.
In addition to the agenda, please find attached the minutes (Attachment "A") of the July 26, 1994
at which the draft scope of work for the project was presented to the I-5/ OR 217 Task Force and
other interested parties. Also attached is the final scope of work for the project (Attachment
•,B").
PC: Tom Coffee, Assistant City Manager
Xavier Falconi, Transportation Engineer
file b:mcmi5217.a1
!..I hc l)>l~'t'C:U. l.)I's•t;t~p •a; l`;~
FA N 03 ,
MUM
AGENDA
JOINT LAKE OSWEGO/TIGARD CITE' COUNCIL MEETING
September 13, 1994
5:30 - 5:30 P.M
Tigard City Mall Council Chambers
13125 SW Mall Boulevard
Tigard, OR 97223
I. Comments by Representative Tom Brian and Mayors Alice Schlenker and John
Schwartz
II. ODOT presentation of the I-5/Highway 217 Interchange Subarea Transportation
Plan:
- History of the 1-51217 Highway Interchange Project;
- Review of the scope of work including project area, project management,
schedule and public involvement;
- Review of related local transportation planning efforts;
- Public involvement including Technical Advisory Committee and Steering
Group structure and participation, and;
- Project funding including estimated cost and recommended local
participation.
III. Comments, questions and general discussion
IV. Adjournment
The meeting will be preceded by dinner involving the Lake Oswego and Tigard City Councils
and guests beginning at 5:30 p.m at Tigard City Hall.
B:newiS.117
i
' q}I
21' Al
ROME, MOM
I M NMI :31
ATTACHMENT "A"
1-S/ iGMV'AX 217 SUBAREA 1IL4 rSPORTA`ITION PLAN
DTtA" SCOPE OF WORK
16~ETA1~T(~ IT1'~
July 26, 1994 9:00 am -11:00 am
_ 14dm:
Bruce Warner - ODOT
Field Eberle - ODOT
jef Raiser - ODOT
Robin McArtlmr ftil.1ips, - ODOT
Abyor John Schwa - City of Tigard
Mayor Alice Schlenker - City of Lake Oswego
Tom Ram - State Representative
John RosenberW - Washbagton, County
Ron 'W'eimmm - Clackamas CoI .
Steft C - Community News papers Times Publications
$ atbaway - Davis Wrigbt Treace Cet ointe
Jim Cmmpnkcr - Property owner
Ron Bunch - City of lAke Oswego
Xavier Falsom - City of Lake Oswego
Tom Murphy - Furw & Scott representing Power Rents
Randy Wooley - City of Tigard
Rye lily - Attorney for Tigard-Tuabdin School Distda
Richard Rumble Western Family Foods
Gary Il ion - Kittelson & Associates, Inc.
Trudy Rippe - Rippe & Weil
Frank Angelo - W & H Pacific
Michel Reinig - W do H Pacific
R 11
1. Introduction. Bruce Warner thanked Dick Rumble for generously providing a meeting
roorcn and refreshments. ]truce then stated the dual purpose of the meeting: review the
Draft Scope of Work and establish funding sources for the project. ODOT's perspective
on pxWect sterns from a n nsibility to accommodate interstate and statewide travel
through the study area. SuccesosfU implementation of Improvements requires incorporation
of regional and local circulation nos. As a result, local governments must also commit
staff and financial r=uaces to the project. Finally, recommendations of the Plan must be
compatible with local land use plans and the Region 2040 Plan.
2. Frank Angelo identifcd goals of the project including the intent to
balance s , regional and local transportation system needs and incorporate the Plan in
the neat SW update. The project area will extend from Hwy 991 / on the north and
northwest, Hall Blvd an the west, the Soones Ferry interchange on the south and generally
Boons FdM Road on the east. r
To allow Incorporation of the Plan recommendations into the next STI P update, a four
phi, 12-month planning process was proposed. Phase I, Research and Inventory, will
begin. in September 1994. Review of existing studies and information will form the basis
for agr°em-e nt on tied and policy assumptions and identification of additional dam
collection news. In Phase II, Define Range. of Plan Alternatives, a series of transportation
circulation alternatives will be considered and analyzed. After refining the place
alternatives, elements and strategies to implement a preferred system will be defined in
Phase M, line Preferred System Plan. Project impacts, preliminary costs and a project
phasing plan will also be developed. In Phase IV, Final Plan Recommendations, the
results of the planning process will be documented and a final I-S/Nighway 217 Subarea
Transportation Ilan will be prepared. Phase IV will be completed in September 1995.
Technical and public oversight throughout the four phase process will be solicited from two
advisory committees, the Steering Group and the Technical Advisory Committee. In
addition, a pt:bHc Involvement program will be established. The program will include
issuing newsletters and holding open houses during Phases I, 11 and IV.
3. ftbUc evolvement. Trudy Rippe outlined the Public Involvement strategy and committee
structures. The Inject Team will facilitate a partnership in planning approach with the
agencies and local communities. The public involvement process includes establishment
of a Technical. Advisory Committee and a Steering Group composed of local
representatives. In addition, public awareness will be encouraged with newsletter mailings,
open houses and an information telephone line. It is the "express commitment,, of ODOT
and the Project Team to ensure public participation in the planning process.
4. Committee Structures. The Steering Group will ideally be comprised of 11 to 15
members representing a broad study arcs.. It will not replace the Task Force. A
representative from the Task Force will be appointed to the Steering Group and the scope
text will be revised accordingly. Representatives from the Tigard TSP, Multnomah County
and Tri-Met will also be added to the Steering Group.
s
6gOfZ00~ 7 NOM8 - SOQO BSZ~T£LEOS~ 6S 9T ~6/TO/6d
The Technical Advisory Committee (TAC) and the Steering ®roup (80) will hold meetings
at the beginning of the project to ensure a continuum in the public participation process.
Rep. Tom Brian suggested 2 liaison T,AC members be on the SO committee. This
generally occurs itzfnra°nally but may be specifically identified in the scope.
clurffln: The Technical Advisory Committee, is an advisory, not decision-making,
committee. The TALC and the SO will have equal standing in the project oversight.
5. Related Stadia. The Project Team will ntmcimize opportunities to share information with
other ongoing study efforts within the project area. Specifically, the project team will
maintain shared communication channels with projects such as the Tigard Transportation
System Plan, ft Tigard Triangle Steady and the Waluga Triangle.
6. Lecal Property Owners. Jim Crurnpacker commented that property owners in the area
unaware of the project activities and, as a result, have traditionally had minimal
participation in the process. How will they have the opportunity to review the history of
the project and pa-9cip in the planning process? TANS: The first newsletter will provide
a beef project history and an invitation to the open house for the project. Its addition,
mailings with war-off response cards, meatanng notices and an informations phone line will
be available: to interested parties.
7. Workshop. At the start of the project, the Project Tears will conduct a workshop with
the TAC and SO to review previous design efforts on the I-5/Hwy 217 interchange.
Special interest grovy meetings may also take place at this there. Mayor Schlenker
sugges meetings for city councils to bring there up to speed on the progress of the
.projelict. ODOT agreed.
g. Goverment ki tloo. Local Jurisdictions will be informed of the project activities
and encouraged to participate in the planning prods. It was agreed that Metro and.
3PPACT reel to understand the significance of the project and take an active part in the
planning efforts. The Project Team will modify the planning process as needed to foster
a teamwork environment and heighten awareness of the project's importance at state,
regional and local levels. In addition, meeting locations will be selected to encourage
attendance from many areas (i.e., lake Oswego and Tigard).
9. Raines St t~ The HaJnes Street exit off of 1-5 is currently underutilized and may allow
some flexibility in the design approach to offset reduced local access at the 1-5/Hwy 217
interchange. Participation by the City of Portland and Multnomah County should be
solicited now. ODOT agreed.
10. Availability of Data. !Greg Hathaway questioned the timing of related projects and the
ability to produce a product without completion of other projects. AIMS: The project
schedule is tight but it should induce sharing of information among related steady efforts.
The Waluga Triangle Study timeline fits within the 1-5/Hwy 217 timeline. Metro's 2040
Plan is a key component of the project. In the event the results are not available, the I-
5/Hwy 217 Plan will be completed using the previous traffic forecasts.
pill R
11. Project Aocea. Existing roads, proposed facilities and some potential facilities (i.e., 74th
Avenue) were identified in the major roads system illustrated in Figure 1 of the draft
Scope. The major roadway network shown in Figure 1 is a starting point and doesn't
preclude considezation of new facilities in the area. Reference to Waluga Drive as a major
road will be removed in the Scope. Proposed facilities through the Watuga Triangle are
schematic and should not be specifically identified at this time. There is, however, a new
for north-south convections in this area. Otherwise, Project Area as proposed in the draft
Scapa is accptable.
12. FrWee# dement. General consensus from scoping interviews was for ODOT to
marne the project. Metro was the other likely candidate but they are can-ently immersed
in the preparation of the 2040 Plan. Furthermore, Me" interviewees recommended
ODOT leadership. Bruce Warner reiterated ODOT's commitment to achieve a satisfactory
improvement plan as indicated by the hiring of an independent consultant to prepare the
scope of work and a public involvement program. Mayor Schlenker questioned the ability
to produce a design on a limited budget considering the failure of previous high priced
alternatives to address all the news of the area. Warner identified the prioritization of
nerds and stated that the revised design conditions allow more creative alternatives to be
considered. Current design conditions include an expanded Project Arm and the potential
to provide alternative local access routes with new crossing(s) of 1-5.
13. Con l'itaHnt Selection Process. Formal O17O consultant selection process normally takes
up to 6 months. ODOT has the opportunity to streamline the project initiation prods by
selecting a consultant under the flexible services contract. Eight consultants are on the
flexible services conbvzt list. Consensus at the meeting was for ODOT to prod with
the project utilizing the flexible services contract. Estimates selection time was 30 to 45
days. Volunte to talcs part in the selection process included: Mayor Ellice Schlenker,
Akyor John Schwartz, Steve Clark, Representative 'T'orn Brian and Rece Bly.
14. I;Va ' . Importance of project should be stressed - to participating agencies and
commitments to funding ("ovmership") will follow. Steve Clink emphasized the potential
for widespread benefits resulting from the project and urged local jurisdictions to commit
funds regardless of participation (or lack thereof) by other entities. Costs should be
distributed among the following agencies: ®DOT, Metro, City of Tigard, City of Lake
Oswego, Clackamas County and Washington County. Tri-Met and the Dort of Portland
may also be asked to contribute. Commitment to funding arrangements will not hold up
initiation of planning process.
Correction to Draft Scope of Work (not discussed at meeting). Date on the title page of the
Draft Scope of Work should be July 20, 1994.
IM:
AN:
-D i 6~(Ibz.4~ c-f
F0--e-C-1 ~5 -l6 - vt-
Scope of Work
Interstate 5/ way 217 Interchange
Subarea Transportation Plan
Oregon Department of Transportation
Highway Division
9002 SE McLoughlin Boulevard
Milwaukie, Oregon 97222
Prepared by:
W & H Pacific, Inc.
P.O. Box 80040
Portland, Oregon 97280
In Association with:
Kittelson & Associates, Inc.
Rippe & Weil
August 4, 1994
REM
INTRODUCTION
The Oregon Department of Transportation, Highway Division, is seeking the services of a
qualified consultant to develop the I-5/Highway 217 Interchange Subarea Transportation Plan.
The Plan will involve the investigation of land use and transportation issues and needs within
defined project limits located in the southwest area of the Portland Metropolitan Region. The
planning process will involve both transportation system-level analyses as well as specific design
recommendations for the I-5 @ Highway 217/Kruse Way Interchange.
Extensive coordination with local, regional and state agencies will need to occur. As well, a
broad public involvement program will be conducted to ensure that residents and businesses
within the Project Area are informed and have an opportunity to participate in the planning
process.
The results of the I-5/Highway 217 Interchange Subarea Transportation Plan wiil be used to
update local and regional transportation plans. and provide project level recommendations for the
next update of the State Transportation Improvement Program (STIP).
The contract is anticipated to start in • and will cover approximately one year. The total
value of the contract will not exceed $
PROJECT OVERVIEW
The I-5/Highway 217 Interchange is located at the heart of one of the fastest growing areas in
the Portland region. As well, this interchange plays a key role in providing access to and
between communities throughout the southwest portion of the region, such as Lake Oswego,
Tigard, Tualatin, Beaverton, and Wilsonville. And, finally, regional and interstate traffic (both
auto and commercial vehicles) rely on this interchange for access through the Portland region.
Because of its strategic location, the I-5/Highway 217 Interchange has been required to serve
a wide variety of transportation service needs ranging from -local access to interstate travel.
These needs are often in conflict and, when'combined with -the inadequate operational design of
the current interchange, have lead to unacceptable levels of service both at the interchange and
on the freeway system approaching the interchange. There is a need to examine the overall
transportation system within this area to balance the various travel demands with the existing and
future road system.
Over the past decade, ODOT has examined numerous alternative interchange designs aimed at
improving the operation of the interchange and addressing as many of the desired travel
movements as possible. However, operational and design deficiencies were uncovered as these
designs progressed into preliminary engineering. Additionally, project costs escalated
significantly to a point where the cost-effectiveness of the proposed design solution was in
Page 1
l~11,11~, 1!11 511 11 11211''1111111 , ''a
question. In an effort to provide some level of relief for the freeway-to-freeway movement,
ODOT revised the interchange plans in 1993 and developed what has become known.as the
"Phoenix Design". This design was forwarded as ODOT's recommended alternative for funding
during the 1994 update of the STIP. While the Phoenix Design addressed freeway-to-freeway
movements (I-5 to Highway 217) at an acceptable level of service, it was perceived by local
jurisdictions and businesses to do so at the expense.of local access. and circulation needs. The
Phoenix Design did eliminate certain local access movements that the current interchange allows
(i. e. access to and from 72nd Avenue). The elimination of .these movements through the
interchange created opposition to the Phoenix Design from representatives of local jurisdictions
and businesses within the area.
Because of the widespread concern raised by local jurisdictions and businesses regarding the
Phoenix Design, ODOT agreed. to put on-hold further work toward implementing the Phoenix
Design until a comprehensive subarea transportation plan was developed that examined the
interchange design within the context of a larger circulation system. The intent of the I-
5/Highway 217 Subarea Transportation Plan is to identify a circulation system, including designs
at key interchanges on I-5 and Highway 217, that can balance numerous travel movements in
and through the area in an efficient manner.
The Scope of Work that follows is designed to provide a subarea transportation analysis of the
broad circulation needs both within and through the project.area. This analysis will develop
system recommendations for the freeway and major local circulation system and identify plan
needs to provide a more effective distribution of travel within the project area.
PROJECT AREA
The Project Area for the I-5/Highway 217 Subarea Transportation Plan is shown in Figure 1.
The Project Area defines not only the broad area that will be examined, but identifies the major
circulation system that will be analyzed as a part of the planning process. An attempt has been
made to identify those facilities that will be affected by future improvements to the I-5/1-lighway
217 Interchange. or, conversely, may assist in providing local circulation alternatives to the
interchange. Therefore, the Project Area extends to Hwy 99W on the north and northwest, Hall
Boulevard on the west, the Boones Ferry Interchange on the south, and generally Lower Boones
Ferry Road on the east.
This project will focus on the system identified on Figure 1. It is not the intent of the I-
5/Highway 217 Subarea Transportation Plan to address isolated local transportation service needs
such as neighborhood circulation. However, coordination between this project and other on-
going studies will need to occur. The results pf the Plan will provide valuable input to more
localized transportation studies such as the Waluga Triangle Study and Tigard's Transportation
System Plan (TSP). Coordination strategies are discussed below.
Page 2
r
:
i t ::r t le. 1 t.
u
~JLJ i_.. .r ~ ~ ( 1 it>J~ ~ J ~ h ~ _~I t\t t\ `~;6i%~~~-- ~ ~
t~~~Ml I f r~ i { ~1\ FFI` l%' It ~J~~:.~;~,`•,.i•: _ L'- ! t\ tt m UCH.. \~_L....,~ U
! r _ it i
t //~E88E L 1J t
t ` NNIbN
JL_
Ak~
1J i nn
M-~~ ! i inn
J ~ ^ 1 ~ ~ r ~i '4/r>r ~1 a , ~ II •1 ' ~t\ ~II rr ~!'`1~.: ~
1 f. ! ! :..J M~--, Zap
lip, { .
11 1 ,
~xl
` r
~31
-JEA
r IL
DE-1
li `(-?L
. _
1 i.~':'J
i
• 11
! ✓%_y~. I: r L • of i~ ii
14
AIAMI
ii. it l~ ' ' , , . L:::::::::::~ I~ r r,~At
US,
' J) i c ~I I ii r r I i~ r~ 1+
i • ~ \ r I~ tt
4-JAI 17
000E, _j
IF'
(l` 3L~
- ~ iirr... rcu r fit. v~ :ntrxnt•wteur~a ~ :a ' o■. t~ ~ `e $
7
L113
Xb ~i
it,
.
in 1 J~~u L w f7~
• I / I /nL ~ `'1r tr^"T~~{--1{~.~r'"tl ,r' '~G,: R
Waluga Triangle Transportation and Land Use Management Plan. The City of Lake
Oswego, in conjunction with Clackamas County and ODOT, is ready to begin a transportation
and land use management plan for the Waluga Triangle area (see Figure 1). The plan will be
developed by a consultant team through funding from the ODOT/DLCD Transportation
Management Grant Program. Since the Waluga Triangle area is a subarea of the 1-5/Highway
217 Interchange Project Area, the City of Lake Oswego has expressed a desire -to closely
coordinate work elements of both planning efforts. The intent would be to eliminate duplication
of tasks and facilitate coordination efforts.
Based upon the draft scope of services for the Waluga Triangle Study, the technical capabilities
(traffic engineering, transportation planning, land use planning, public involvement and civil
engineering services) for both projects are very similar and complementary. In addition, the
expected completion of products from the I-5/Highway 217 Subarea Transportation Plan match
well with the schedule for the Waluga Triangle Study, assuming a start date of September, 1994.
At a minimum, the Waluga Triangle Study should be required to use the primary transportation
system components (street sections, forecast volumes and transit/pedestrian/bicycle facilities)
developed as the basis for the I-5/14ighway 217 Subarea Transportation Plan.
Tigard Triangle Specific Area Plan. The Tigard Triangle Specific Area Plan examined the
area bound by I-5, Highway 217 and Pacific Highway. This analysis focused on identification
of land use development alternatives, transportation needs within the area, and external access
to and from the area. Recommendations of the Specific Area Plan include revisions to two key
interchanges (72nd Avenue/Highway 217 and I-5/Barber Boulevard) and modifications to the
road system within the Triangle Boundary. This Plan is currently being considered for adoption
by the City of Tigard. Information complied for this plan and the adopted recommendations will
provide significant input to the I-5/Highway 217 Interchange Subarea Transportation Plan.
Tigard Transportation System Plan (TSP). The City of Tigard recently initiated an update
of their Transportation Plan in response to the requirements of LCDC's Transportation Planning
Rule. The TSP will cover the entire city. This study will need to be closely coordinated with
the I-5/Highway 217 Interchange Subarea Transportation Plan and information shared between
the two studies to ensure that consistent technical and policy information is used by both studies.
This Scope of Work includes the recommendation that Tigard be represented on both the
Technical Advisory Committee and the Steering Group.
PROJECT MANAGEMENT
The I-5/Highway 217 Interchange Subarea Transportation Plan will by. managed by ODOT. A
Technical Advisory Committee (TAC) and a Steering Group (SG) will be formed to monitor and
provide input to the Plan on a continuing basis. Figure 2 presents the project schedule and
identifies when meetings of these committees will occur.
Page 4
ti
011111 1 !1: 1~
G"', U RP
6
::1994 `1995: .
11 in Feb Mar Apr May Jun Jul Aug Sep
PHASE I
Research &
Inventory I I I .
! PHASE it :I. I !
Define Range of Plan Alternatives z' .
PHASE III
Define Preferred System i
Plan
! + PHASE N
4 ) I : { Final Plan
! ! 1 Reoommendafions
Technical Advisory
Committee Meetings
I'
Steering Group i . .
Meetings
Public Invokmen•J '
Open Houses/
Newsletters I. i i• ! ! !
1-5/Highway 217 Interchange Subarea Transportation Plan
Technical Advisory Committee (TAC). The TAC will be comprised of representatives from
local, regional, state, and federal agencies. This advisory committee will make
recommendations to ODOT and the Project Team on agency-related technical and policy issues.
The TAC may also provide technical information to the Steering Group as requested. To
facilitate communication between the two project committees, it is recommended that two liaison
members from the Steering Group be invited to attend and participate in the TAC meetings. All
TAC meetings will be held the day following the Steering Group meetings so members may
benefit from public comments and technical issues that have been raised.
It is recommended that the following agencies/jurisdictions be invited to participate in the I-5
/Highway 217 Subarea Transportation Plan TAC:
ODOT
Washington County
Clackamas County
Multnomah County
City of Tigard
City of Lake Oswego
City of Portland
Tri-Met
Metro
Federal Highway Administration
Oregon Department of Economic Development
Port of Portland
Department of Environmental Quality
Two liaison members from the Steering Group
Liaison member from the.Tigard Triangle Study Team
Liaison member from the Waluga Triangle Study Team
The TAC will meet at strategic points over-the 12 month course of ihe.project (see Figure 2).
Steering Group. The Steering Group will be an advisory committee and will include both
citizen and agency representatives reflecting a broad cross-section of interests and values. This
committee will discuss issues, raise questions, and respond to the planning process information
as it is prepared. It will not replace the current 1-5/217 Interchange Task Force. The Steering
Group will provide a public forum for review and response from diverse viewpoints. While
there is widespread community support for improvements to the I-5/Highway 217 Interchange,
it will be important to ensure that recommendations for the overall project area circulation
system are considered by a broad range of participants.
The Steering Group meetings will be public meetings and provide an opportunity for the general
public to voice individual ideas and concerns to committee and Project Team members. Time
will be allowed for public input during all meetings. Steering Group meeting notices will be'
sent to everyone on the interested parties mailing list.
Page 6
il'i~ 11 WIN
MEEK=
It is recommended that the I-5/highway 217 Subarea Transportation Plan Steering Group include
the following representatives:
Mayor of Lake Oswego
Mayor of Tigard
City of Portland
State Representative - District 9
Two Business Representatives - west of 1-5
Two Business Representatives - east of I-5
County Commissioners from Clackamas, Multnomah and Washington Counties
Metro Councilor
7PACT Representative
Mal Tri-Met
Trucking/Distribution Representative
Neighborhood Group representatives from Lake Oswego and Tigard
Tualatin Valley Economic Development Corporation (TVEDC)
Liaison member from the Tigard Triangle Study
Liaison member from the Waluga Triangle Specific Area Plan CAC
Liaison member from the I-5/217 Interchange Task Force
Liaison member from the Technical Advisory Committee
The Steering Group will meet at strategic points over the 12 month course of the project (see
Figure 2).
SCOPE OF WORK .
Phase I: Research and Inventory
Objccdve: The purpose of this phase is to review existing documents and policies, identify the
need for any additional data collection and establish the baseline assumptions for existing and
future conditions within the Project Area. This phase will culminate in an understanding of past
transportation planning and design work that has been performed to date within the Project Area.
As well, the review will promote upfront agreement of the technical and policy assumptions that .
will guide the plan development and recommendations.
I A. Research Previous Documents. Numerous studies and project design activities
have occurred for transportation and land use projects within the Project Area. This
step will compile and summarize those studies and highlight the elements that will
affect the conduct of this plan. These documents include:
o I-5 @ Highway 217 Environmental Assessment and supporting technical
documents;
o Documentation on the "Phoenix Design" and all other designs studied;
Page 7
o Tigard Triangle Specific Area Plan - Land Use and Traffic Elements;
o Comprehensive Plans for Lake Oswego and Tigard;
o Metro Regional Transportation Plan; and
o Major Development Proposals within the project limits (i.e.. Kruse Way
proposals, Tigard Triangle proposals, PAC Trust proposals).
This task will identify information that can either be used or needs to be updated for
this project. Substantial information has been prepared on previous planning and
design studies and it is the intent of the I 5/H[ighway 217 Subarea Transportation
Plan to use as much of the available.and current information as possible.
I B.. Land Use Inventory. Prepare an inventory of existing land uses within the Project
Area. Identify remaining vacant land by land use type. Provide an estimate of
existing and future population and employment within the Project Area. Estimates
of existing and future office, retail and industrial space within the Project Area will
be compiled. This information will provide input to the traffic forecast process as
well as documenting economic development trends within the Project Area.
I C. Traffic Forecasts. Working with Metro's EMME 2 model, develop the traffic
zones and base model assumptions from which the traffic forecasts will be generated.
Metro's year 2020 travel forecast is anticipated to be available in the Fall of 1994.
This should be the basis for traffic forecasts for this project. Input to Metro from
the Project Team regarding land use assumptions will be provided. In the event
Metro's year 2020 travel forecasts are not available by December 1, 1994, an
independent review of previous traffic forecasts based on Metro's existing model and
other transportation studies in the area will be conducted. This assessment will
determine the best available traffic information for this planning effort and use that
information as the basis for subsequent project conclusions.
Develop base year (1994) traffic forecast and year 2020 traffic forecast based on the
Regional Transportation Plan network.
Identify existing and future (RTP) traffic distribution and level of service analysis
for the facilities included in the Project Area. Determine the amount of commercial
traffic both within and through the Project Area.
i D. Inventory Existing Transportation System. Conduct an inventory of current
facilities and other transportation services (i.e. bus service, rail, pedestrian and
bicycle facilities) within the Project Area. The inventory of existing travel lanes,
traffic controls such as signals, and parking facilities will assist in analyzing existing
conditions and provide the basis for future project discussion.
Other infrastructure improvements within the Project Area may -influence the
transportation plan alternatives. An example of this is the possible abandonment of
Page E
the Burlington Northern Railroad line west of 72nd Avenue in Tigard. This task
will also identify other major infrastructure improvements or constraints that may
influence transportation planning decisions.
I E. Design Standards. Working with ODOT and the local jurisdictions, identify
engineering and operational design standards that will guide the development of Plan
alternatives in latter phases. Level of service. standards for freeway and local
circulation systems will impact _the transportation plan alternative development and
evaluations. Obtain an understanding and agreement on the design standards and
guidelines that will be used to develop plan recommendations.
Review federal, state, regional and local policy documents that may affect planning
direction or activities for the I-5/Highway 217 Subarea 'T'ransportation Plan. These
documents include the Intermodal Surface Transportation Policy Act (ISTEA)
requirements, the Oregon Transportation Plan (OTP) and Highway Plan, the Goal
12 Transportation Planning Rule, Metro's RTP and 2040 Plan, and local
comprehensive plans.
I F. Other Constraints. Identify other issues or constraints that will affect the planning
process. These could include environmental constraints, development proposals that
would preclude plan alternatives, . or policy issues that would limit alternatives for
consideration.
I G. Public Open house/Newsletter ##1. Conduct the first public open house to
introduce the I-5/Highway 217 Subarea Transportation Plan and its planning process
to the community and solicit input on issues to consider. The first newsletter will
be prepared and distributed prior to the open house to introduce the project to
residents and businesses within the Project Area. The.ncwsletter will include a tear-
off sheet for comments that can be mailed to the Project Team.
I H. Technical Advisory Committee and Steering Group. Two meetings of both
groups will be held during Phase I. The first meeting will be held to review the
planning process, identify issues, and to define Plan goals and objectives. At the
second set of meetings, information on existing and future conditions within the
Project Area will be presented. As well, initial discussions on the range of Plan
alternatives that will be considered in Phase II will be held.
Phase II: Define Ramie of-Plan Alternatives
Objective: The purpose of this Phase is to define the range of Plan alternatives that will be
developed and analyzed. Building on the Plan goals and objectives, public and committee input,
analysis of existing and future conditions, previous transportation plans and interchange. designs,
Page 9
and the opportunities and constraints identified in Phase 1, the Project Team wmill Ili!~:1!1~!!Illllll,~ill 1,1
ill identify a series
of transportation circulation alternatives for consideration and analysis in Phase II.
II A. Develop Plan Alternatives. Develop a series of conceptual alternatives that address
the issues and transportation service needs identified in Phase I. A range of Plan
alternatives that can clearly display service. benefits (i.e. local access needs vs.
regional/state access needs) will be developed. As well, the roles of pedestrians,
transit and other available modes of transportation will be considered. The design
of the I-5/Highway 217 Interchange will be the central focus of the alternatives that
are considered. These alternatives could include:
1. ' Phoenix Design with local transportation improvements.
2. Modified Phoenix design with local transportation improvements.
3. New interchange design alternatives with local transportation
improvements.
The development of Plan alternatives will occur through a two-step process. First,
the Project Team will examine the freeway system and the interchanges within the
Project Area. ODOT previously developed a number of interchange alternatives for
the I-5/Highway 217 Interchange that can provide insight into the development of
plan alternatives for the broader study area. This previous work will be examined
and used as a starting point for identifying Plan alternatives. In addition,
opportunities at other freeway interchanges and the performance of both I-5 and
Highway 217 within the Project Area will be explored.
The second step will examine local circulation needs and match those needs with
freeway and interchange opportunities identified in the first step. The alternatives
will be refined and narrowed to those Plan alternatives that best meet the Project
goals and provide the opportunity to balance local, regional, and state traffic needs.
II B. Conduct Traffic Analysis. Following agreement on the.Plan alternatives, perform
future year traffic modeling forecasts on the alternatives. Determine the effects of
each Plan alternative on traffic circulation, travel distribution, access to employment,
and system level of service.
II C. Review and Refine Plan Alternatives. Preliminary review of the Plan alternatives
will occur with the TAC and Steering Group to identify issues, concerns and
opportunities associated with each alternative. Any necessary refinements or
additional analysis of the Plan alternatives will occur at this point.
II D. Final Review of Plan Alternatives. The final assessment of Plan alternatives will
be presented to the TAC and Steering Group for their review. The Plan. alternatives
will be assessed against the Plan goals and objectives and other TAC and Steering
Page 10
1 g! 115
03M ON,
Group criteria. A recommendation on the elements of a preferred subarea
transportation circulation system will be developed for refinement in Phase M.
H E. Public Open House/Newsletter #2. Conduct the second public open house to
present the findings of the Plan alternatives analysis and solicit input on the elements
of each alternative from the public. The second newsletter will be prepared and
distributed prior to the open house to announce the meeting date and describe the
analysis and findings to date to residents and businesses within the Project Area.
The newsletter will include a tear-off sheet for comments that can be mailed to the
Project Team.
II E. Technical Advisory Committee and Steering (croup. Two meetings of both
groups will be.held during Phase 11. The first meeting will be held to review the
preliminary findings of the Plan alternatives analysis and to solicit input on specific
elements. Refinements to the alternatives analysis may be suggested at. this meeting.
At the second set of meetings, information on the final Plan alternatives analysis will
be presented and discussed in detail. Both groups will be requested to identify the
most promising elements of specific alternatives and help shape the recommendation
for the preferred subarea transportation circulation system that will be refined and
analyzed in Phase III.
Phase HE Define Preferred System Plan
Objective: Based on the recommendations for the preferred I-5/Highway 217 Subarea
Circulation System identified in Phase 11, Phase III will develop the detailed project elements
and strategies necessary to implement the preferred system. • The preferred system will be
modeled one final time to ensure that the recommendations meet the overall Plan objectives in
terms of accessibility, level of service, efficient distribution of traffic, and support for anticipated
land use projections.
M A. Develop Preferred System Plan. Based on the preferred circulation system,
develop project recommendations for transportation improvements to the system.
This step will provide project descriptions for each facility identified as part of the
Project Area. Broad design recommendations for each recommended project will
be provided.
III B. I-5/Highway 217 Interchange Description. Based on the preferred interchange
design, MOT will develop preliminary plans for the recommended improvement
to the I-5/Highway 217 Interchange (1" = 100" or in metric format as required).
III C. Preliminary Cost Estimates. Prepare preliminary cost estimates for each project
recommendation. Identify jurisdictional responsibility for each improvement.
Page I1
p
III D. Phasing Plan. Develop recommendations for the phasing of improvements
necessary to implement the preferred circulation system over a 20 year period.
Traffic forecasts for the interim time periods will be interpolated from the existing
and year 2020 forecasts.
III E. Project Impacts. Identify potential project impacts that may affect implementation
of the preferred circulation system. These impacts could include environmental,
policy conflicts, or land use conflicts. These impacts will be noted for future
consideration during specific project development activities in the future.
III F. Technical Advisory Committee and Steering Group. One meeting of both groups
will be held during Phase 111. This meeting will be held to review the preferred I-
5/Highway 217 Subarea Circulation System and the analysis and findings associated
with the recommendation and to solicit input on specific elements. Refinements to
the preferred circulation system recommendations may be suggested at this meeting.
Phase IV: Final Plan Recommendations
Objective:. Prepare the Final Recommended I-5/1-lighway 217 Subarea Transportation Plan.
Based on comments received during Phase 111, the Project Team will prepare the final document
that presents the recommendations for the 1-5/Highway 217 Subarea Transportation Plan.
IV A. Final Report. The final I-5/Highway 217 Subarea Transportation Plan will include
the following elements:
1. Project Recommendations for the Project Area;
2. Prioritization of Projects;
3. Project Phasing Recommendations-,
4. Estimated Costs and Funding Options;
5. Implementation Methods and Strategies;
6. Preliminary Plans for the I-5/Highway 217 Interchange (1" = 100' or in
metric format as required and project profiles - prepared by ODOT);
7. Assessment of the Existing Environmental Assessment for the I-
5/Highway 217 Interchange with respect to any modification to the current
EA; and
8. Technical Supporting Information and Findings.
- IV B. Public Open House/Newsletter #3. The third of three newsletters will be-prepared
and distributed prior to the final open house to describe the preferred 1-5/Highway
217 Subarea Circulation System and the analysis and" findings associated with the
recommendation. The newsletter will solicit final review and comments from
citizens and businesses in the area on the Plan's recommendations.
Page 12
1111111111111110, M:I,
ill
The final public open house will be held to present the recommendations on the
preferred I-5/Highway 217 Subarea Circulation System and the analysis and findings
associated with the recommendation. Final review and input from :citizens and
businesses in the area on the Plan's recommendations will be solicited at this
meeting.
IV C. Technical Advisory Connmittee and Steering Group. One meeting of both groups
will be held during Phase IV. This meeting will be held to review the Final Report
for the I-5/Highway 217 Subarea Circulation System. Any final refinements to the
preferred circulation system recommendations may be suggested at this meeting.
PROJECT ASSUMPTIONS
Preparation of the I-5/Highway 217 Subarea Transportation Plan will require extensive
coordination and information sharing with local jurisdictions and agencies within the-area. To
meet the 12 month schedule, certain assumptions regarding availability of information have been
made. 'T'hese include;
1. Metro's EMME 2 year 2020 travel forecasts will be available to the Project Team by
December 1, 1994. If these forecasts are not available by this date, the Project Team will
conduct a review of previous traffic forecasts based on Metro's existing model and use
the most current available traffic forecast data.
2. Mapping will prepared in Intergraph format.
3. Origin and destination information compiled by Metro and Tigard will be available to the
Project Team.
4, Land use information will be readily available from the local jurisdictions and/or Metro.
5. Traffic count information will be available to the Project Team through ODOT and the
local jurisdictions.
PUBLIC INVOLVEMENT
The I-5/Highway 217 Subarea Transportation Plan must address the area's future transportation
needs - with the assistance and consultation of community members. Solving existing
deficiencies at the I-5/Highway 217 Interchange in a timely manner with the input`of an open
public forum is an urgent priority for local residents.
The community learned in recent months that the revised "Phoenix Design" included significant
changes from the original interchange design developed with public. input. Based on comments
and reactions to the Phoenix Design, ODOT put the project on hold until a comprehensive
assessment of the circulation system in the immediate vicinity of this interchange could be
conducted. The I-5/Highway 217 Subarea Transportation Plan, will, be done within a public
process that encourages a working partnership between the community and affected agencies.
Page 13
M 11N
MEN=
The key to satisfactory solutions lie in a satisfactory process; and the key to a satisfactory
process lies in its responsiveness to the opinions of impacted and concerned citizens and
businesses. As a result, it will be important to provide a pro-active process that includes a
variety. of opportunities for participation and interaction with the Project Team. It. will also be
important to use existing mechanisms and resources for communication where possible. This
might include coordination with the Tigard Community Involvement Coordinator and the Lake
Oswego Neighborhood Association Coordinator and contacting local interest groups about
including project information in group newsletters.
In addition to the public open houses noted in the Scope of Work, other public involvement
activities are recommended to ensure that the Plan receives wide review and input from the
community. These activities could include:
1. Opinion Leader/Stakeholder Interviews (20). A maximum of 20 comprehensive
interviews with a cross-section of key citizen, agency, and interest group representatives
should occur at the beginning of the planning process. These discussions will assist the
team in identifying a broad-base of preliminary issues and concerns to be addressed in the
Plan, and will help shape Plan goals and objectives.
2. Design Review Workshop. As an initial kickoff to the project, ODOT and the Project
Team will conduct a workshop for all TAC and Steering Group members to review
previous work on the I-5/Highway 217 Interchange design. As well, this will. be an
opportunity for local jurisdictions to share information oh transportation and land use
planning issues within the Project Area that will need be addressed.
3. Special Interest Group Meetings. There may be times during the planning process when
the Steering Group might not be able to address and evaluate specific issues in depth. To
allow for flexibility within the public process, and to anticipate and respond to new
developments or changes in public interest or planning issues, it may be necessary to meet
with separate interest groups. Also, this project will need to-be coordinated with other
related studies in the area. Asa result, there will likely be the need for the Project Team
to attend other special interest group meetings over the 12 month project schedule. These
special interest groups meetings might include:
a. I-5/Highway 217 Task Force
b. The Waluga Triangle Study
c. The Tigard Transportation System Plan (TSP)
d. Other neighborhood organizations
e. Trucldng/commercial/distribution interests
f. Business or economic development interests
g. Alternative modes/Multi-modal interests (i.e. bicycles, pedestrians, transit)
h. SW 72nd businesses
i. Portland Community College
j. Lake Oswego and Tigard City Councils
Page 14
10 I'lip'll, I'll
s
4. Newsletters - I-5/Highway 217 Transportation Plan News. One method of reaching
citizens who may not be aware of the Plan or who just wish to keep informed of the
Plan's progress is through the distribution of project newsletters. As noted in the Scope
of Work, three project newsletters have been proposed. Newsletters will be mailed prior
to each of the three proposed open houses to announce the open house and provide a
summary of issues and information on the latest conclusions and findings of the plan.
Each newsletter will include a tear-off citizen comment form to return by mail or FAX.
The newsletter will be mailed to property owners and interested parties within the project
area (approximately 5,000). The opportunity to include information as inserts in local
newspapers will also be explored.
5. Mailing List. The Project Team will develop and maintain a mailing list to include; all
committee and Project Team members; the original. 1-5/Highway 217 Interchange project
mailing list; elected officials; planning commission members from affected jurisdictions;
Neighborhood Participation Organizations in Lake Oswego and Tigard; news media; and
other interested parties. Meeting notices will be sent to everyone on mailing list.
6. Media Information. Supportive and continuous media relations and information will
inform area-wide residents about the plan and opportunities for involvement. Steps will
be taken to meet with editorial boards and reporters, press releases will be prepared at
appropriate times, and development of clip and return questionnaires for newspaper use
will be provided to local newspapers.
7. Ivey Project Contact/Community Liaison. To ensure consistent public information and
help citizens understand and participate in the study process, the Public Information
Manager of the Project Team will serve as the key community contact and establish the
"I-5/Highway 217 Subarea Transportation Plan Information Line". The Public
Involvement Manger will also provide project information, add names to the mailing list,
answer or direct questions when appropriate, maintain records of citizen conversations and
information sent to and received from the community, and will ensure that the Project
Team and committees are kept informed of citizen issues and concerns.
8. Public Open Houses. As noted previously, three public open houses will be held at
strategic points in the planning process. The purpose of the open houses is to share
information and project conclusions to date and solicit input on the Plan. Key Project
Team members will be available at each open house so citizens can discuss their ideas and
concerns one-on-one in an informal setting. Steering Group members will be encouraged
to attend each open house and be available to discuss issues with community members.
Citizen information packets will be prepared for each open house and include summaries
of the information and plan conclusions at that time. These meetings will be announced
through the media, in newsletters sent to area property owners, and also by a mailing to
those included on the project mailing list (approximately 5,000).
Page 15
JIM'
hv~ j,L
9. Public/Agency Involvement Report.. At the conclusion of the I-5/Highway 217 Subarea
Transportation Plan, a Public/Agency Involvement Report will be prepared that
summarizes all activities that occurred over the course of the project.
Page 16
MINE
°SOW
Of r„o„ 1-5 @ HM. 217/Kruse Way Interchange
Design Changes:
As you may be aware, major funding cutbacks have resulted in many state
transportation projects being significantly modified, postponed, or. canceled. Further
investigation also revealed that the Modified Alternative "A" design previously selected
for this project had some serious design and operational problems. The cost of fixing
these problems, in addition to the costs already expected, made funding a project of
this magnitude unrealistic ($97 million). A new strategy was adopted to emphasize
improving the freeway to freeway connections, with less work done on the local street
connections. We are now proposing a new design with an estimated cost of $25 million
for construction and right-cf-way.
The new design will provide two free flowing lanes for traffic going from NB 1-5 to NB
Hwy. 217. This traffic will still go around the loop ramp, but there will be an additional
lane that will proceed past the 72nd Avenue Interchange on Hwy. 217. A new loop
ramp will be built at the SW quadrant of the interchange for traffic from SB 1-5 to EB
Kruse Way, allowing the NB Hwy. 217 traffic to proceed without having to stop at the
SB 1-5 ramp terminal. Although traffic from NB & SB 1-5 will still have access to the NB
72nd Avenue off-ramp on Hwy. 217, traffic from Kruse Way will not be able to reach
this ramp. Alternative routes for this traffic will be Bonita Road or the Haines Road
Interchange on 1-5.
The design also improves the connecilon for the traffic from SB Hwy. 217 to SB 1-5.
Auxiliary lanes on SB Hwy. 217 will extend past the 72nd Avenue Interchange to the
SB 1-5 exit, which will be a two-lane exit. The southbound 72nd Avenue on-ramp will
be restricted to SB 1-5 to prevent dangerous weaving conflicts. Traffic from 72nd
Avenue wanting to get to NB 1-•5 or Kruse Way will have to either go up to the Haines
Road Interchange, or to Bonita Road.
Program Changes:
You may notice the Preliminary Statewide Transportation Improvement Program 1995-
1998 shows this project ready for construction in 1997. Since printing of this document,
further funding limitations have forced construction to be split into two phases.
Construction of Phase 1 will remain in 1997. Phase 2 will be placed in the
Developmental Section for Final Plans in 1999. This means that construction of Phase
2 could begin, as early as 1999 if funding is available in the next Transportation
Improvement Program.
(over)
15
; It
.e
Construction Phasing:
Phase 1. construction elements are as follows:
-Revised 1-5 Off -Ramps NB SB (as described above)
-New Separate Structure for the NB 1-5 to NB Hwy. 217 Two Lane Ramp
-Two Lane Ramp from Hwy. 217 to SB 1-5
-Auxiliary Lanes on Hwy. 217
91-5 Auxiliary Lane from Kruse Way to Haines Road
*Pedestrian / Bicycle Facility Across 1-5
Phase 2 Construction Elements are as follows:
Replace Existing Kruse Way Overcrossing with Longer & Wider Structure
-Complete NB & SB 1-5 Auxiliary Lanes
-Complete Pedestrian Connection to NW Quadrant of Interchange
®Straighten 1-5 Off-Ramps
Costs:
Construction bight-of-Way
Phase $12.7 I lon ! Ion
Phase 2 8.4 1 ion 0.2 1 Ion
Total Costs: ~2 .1 1 lon ! Iron
Questions?:
If you have questions or if you need further information regarding this project, please
call Ted Keasey at 731-8238.
kwstatus
March 2, 1994